Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

Browse by AUM Browse alphabetically

13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
TA Thor Advisors, LLCDiversified strategy	$1.9M	+85.5%	150 +147	SPY	2020-03-31
PP Parplus PartnersHigh-turnover trader	$343.0K	-99.9%	1 -150	VOO	2020-03-31
FC Ferox Capital Management LPHigh-turnover trader	$163.9K	-99.9%	37 -6	NOW 0 06-01-22	2020-03-31
SL Signition LPHigh-turnover trader	—	—	1 -71	—	2020-03-31
SH Shelter Harbor Advisors, LPHigh-turnover trader	—	—	1 -17	—	2020-03-31
LT Ladenburg Thalmann Financial Services Inc.Diversified strategy	$15.9B	+9.6%	18,603 +615	AAPL	2019-12-31
AG Advisor Group, Inc.Diversified strategy	$14.5B	+6.7%	16,477 -228	IVV	2019-12-31
HA Highstreet Asset Management Inc.Diversified strategy	$2.2B	+5.2%	744 +325	TD	2019-12-31
CM Cs Mckee LPDiversified strategy	$1.1B	-1.1%	100	AAPL	2019-12-31
TR Tuscan Ridge Asset Management LLCHigh-turnover trader	$983.5M	-44.8%	369 -246	IKENA ONCOLOGY INC	2019-12-31
CO Capital One, National AssociationDiversified strategy	$756.0M	-45.0%	314 -482	SPY	2019-12-31
CB Cibc Bank USADiversified strategy	$755.8M	+7.3%	1,278 -22	IVV	2019-12-31
BC Broadfin Capital, LLCContrarian	$746.8M	+38.1%	40 -4	SPY	2019-12-31
SC Selz Capital LLCDiversified strategy	$569.8M	+43.5%	62 +14	—	2019-12-31
KG Kopernik Global All-Cap Fund, LPSector-focused	$557.6M	—	28	CCJ	2019-12-31
BP Beacon Pointe Wealth Advisors, LLCDiversified strategy	$542.9M	+14.3%	271 +14	IVV	2019-12-31
VM VHCP Management III, LLCHigh-turnover trader	$503.6M	+210.9%	18 +1	AXSM	2019-12-31
LB Landmark BankHigh-turnover trader	$444.2M	+185.2%	177 +7	SFNC	2019-12-31
VO Vertex One Asset Management Inc.Diversified strategy	$434.5M	+12.7%	107 -13	—	2019-12-31
PC Passport Capital, LLCHigh-turnover trader	$394.4M	+506.2%	4 -2	SPY	2019-12-31
FF Fiduciary Financial Services Of THE Southwest Inc /txDiversified strategy	$382.5M	+2.2%	148	EPD	2019-12-31
SC Southside Capital, LLCDiversified strategy	$381.9M	+3.8%	70 -2	TCF	2019-12-31
AC Arrowgrass Capital Partners (us) LPHigh-turnover trader	$380.1M	-71.8%	65 -119	GOOG	2019-12-31
VM VHCP Management II, LLCHigh-turnover trader	$379.4M	+44.6%	20 -1	TXG	2019-12-31
PI PHH Investments, Ltd.Diversified strategy	$378.4M	+5.1%	81	FIXD	2019-12-31
W& Whitnell & Co.Diversified strategy	$325.7M	+8.9%	274 +2	SCHH	2019-12-31
CC Cleararc Capital IncDiversified strategy	$256.7M	-25.8%	305 -52	AAPL	2019-12-31
BO Bach Option LtdSector-focused	$236.3M	-5.3%	60 -7	SPY	2019-12-31
QC Quadrant Capital Management, LLCDiversified strategy	$221.0M	+8.7%	93 +1	SCHF	2019-12-31
AC Asturias Capital LLCHigh-turnover trader	$220.1M	+38.0%	28 +10	NOW	2019-12-31
LA Lau Associates LLCDiversified strategy	$200.9M	+6.3%	95 -1	JPST	2019-12-31
JF Jackson Financial ManagementSector-focused	$193.7M	+16.9%	43 +9	POWA	2019-12-31
TW Torch Wealth Management LLCDiversified strategy	$181.0M	+7.2%	111 +3	PG	2019-12-31
IA Integre Asset Management, LLCDiversified strategy	$176.6M	+5.1%	120 +8	—	2019-12-31
VC Vector Capital, Ltd.Concentrated strategy	$167.9M	—	1	CAMBIUM NETWORKS CORP	2019-12-31
OI OptiFour Integrated Wealth Management, LLCDiversified strategy	$145.5M	+3.3%	74 +3	ITOT	2019-12-31
MF Mercator Fund (Cayman Master) LPSector-focused	$125.3M	—	15	NNI	2019-12-31
AC Apertura Capital, LLCHigh-turnover trader	$122.9M	-68.4%	24 -2	AMZN	2019-12-31
BI Bredin Investment LLCDiversified strategy	$122.1M	+6.4%	75 -1	6D8	2019-12-31
WE White Elm Capital, LLCHigh-turnover trader	$117.9M	-69.5%	24 -7	TDG	2019-12-31
AC Anavon Capital LLPHigh-turnover trader	$104.4M	-5.0%	15 +4	EA	2019-12-31
BC Bp Capital Fund Advisors, LLCSector-focused	$100.3M	-18.1%	37 -4	ET	2019-12-31
CC Chapwood Capital Investment Management, LLCDiversified strategy	$99.4M	—	70	XLU	2019-12-31
WC Waterstone Capital Management, L.P.Sector-focused	$98.6M	+126.1%	8 +3	IWM	2019-12-31
KL Kam LawrenceConcentrated strategy	$97.4M	—	7	ADVMCHF	2019-12-31
SI Schaller Investment Group IncContrarian	$95.7M	-20.7%	34 -3	BRK-B	2019-12-31
CC Concourse Capital Management, LLCSector-focused	$94.6M	-14.3%	24 -18	PYPL	2019-12-31
GI Gargoyle Investment Advisor L.l.c.Diversified strategy	$64.6M	-18.4%	85 -18	URI	2019-12-31
CP Crow Point Partners, LLCDiversified strategy	$64.0M	-90.7%	72 -53	IJH	2019-12-31
JC Jayhawk Capital Management, L.l.c.Concentrated strategy	$59.9M	-3.0%	1	Global Cord Blood Corp	2019-12-31
RH Richmond Hill Investment Co., LPConcentrated strategy	$52.6M	-6.0%	7 -1	GLOBAL INDEMNITY GROUP LLC	2019-12-31

Showing 11,578-11,628 of 13,277 institutions