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
PJ Pelorus Jack Capital, L.P.High-turnover trader	—	—	1 -44	—	2018-06-30
PA Pagoda Asset Management, LPHigh-turnover trader	—	—	1 -19	—	2018-06-30
PA PineView Asset Management LPHigh-turnover trader	—	—	1 -12	—	2018-06-30
CI Chapter IV Investors, LLCHigh-turnover trader	—	—	6	—	2018-06-30
TI Thomaspartners, Inc.Diversified strategy	$13.7B	-0.2%	75 -1	MSFT	2018-03-31
WI Windhaven Investment Management, Inc.Contrarian	$7.8B	-1.4%	28 +2	VEA	2018-03-31
SI Sentry Investments Corp.Diversified strategy	$6.7B	-15.0%	196 +1	CVS	2018-03-31
ID Integral Derivatives, LLCConcentrated strategy	$4.1B	-19.9%	660 -439	SPY	2018-03-31
EI Exxonmobil Investment Management Inc /txDiversified strategy	$3.5B	-5.0%	506	AAPL	2018-03-31
DI Denver Investment Advisors LLCDiversified strategy	$1.9B	-5.5%	416 -8	TIVOEUR	2018-03-31
CA CGOV Asset ManagementDiversified strategy	$1.7B	-34.5%	49 -3	TD	2018-03-31
VA Valueinvest Asset Management S.A.Sector-focused	$1.5B	-9.2%	11	HRL	2018-03-31
SW Stewart West Indies Trading Co., LTDQuality / disciplined sizing	$1.2B	-2.5%	19	BRK-A	2018-03-31
SM Simply Money AdvisorsMomentum follower	$710.8M	-8.2%	34 +4	IVV	2018-03-31
NC Numina Capital Management, LLCHigh-turnover trader	$603.1M	-5.7%	19	AABAUSD	2018-03-31
BC Blockhouse Capital Management LPContrarian	$478.3M	-9.1%	26 -12	SPY	2018-03-31
GC Grosvenor Capital Management, L.P.Sector-focused	$411.0M	+56.6%	12 +1	VIAB	2018-03-31
LH Levy Harkins & Co Inc/Momentum follower	$392.8M	+21.7%	21	ALPHABET INC CL C	2018-03-31
HS Huntington Steele LLCSector-focused	$387.3M	+4.8%	73 -1	AMZN	2018-03-31
AT Argent Trust CoDiversified strategy	$365.4M	-2.2%	304 -4	XOM	2018-03-31
AI Allegis Investment Advisors, LLCDiversified strategy	$326.2M	-3.8%	212 -26	SPYG	2018-03-31
TC Three Corner Global Investors LPSector-focused	$308.7M	-11.9%	24 +1	BAC	2018-03-31
GV Genesee Valley Trust CoDiversified strategy	$246.3M	+2.9%	221 -4	FPA NEW INCOME INC	2018-03-31
DV Dreman Value Management, L L CDiversified strategy	$220.6M	+24.3%	457 +8	—	2018-03-31
EP Edinburgh Partners LtdHigh-turnover trader	$218.3M	-42.4%	19 +3	BAP	2018-03-31
FP FNY Partners Fund LPDiversified strategy	$184.6M	-69.3%	411 -50	TWXCHF	2018-03-31
HW Hefty Wealth PartnersDiversified strategy	$155.2M	-3.9%	239 -10	ITOT	2018-03-31
IH Iguana Healthcare Management, LLCDiversified strategy	$152.0M	-1.0%	62 +1	Spdr S&P 500 Etf Tr Put Option	2018-03-31
LC Lee Capital Management LPDiversified strategy	$132.3M	+12.5%	77 +5	AMZN	2018-03-31
FI FinTrust Investment Advisory Services, LLCDiversified strategy	$109.3M	-3.7%	116 -3	INVESCO FINANCIAL PREFERRED ETF	2018-03-31
OP Oak Point Wealth ManagementDiversified strategy	$98.0M	-3.4%	204 -6	ITOT	2018-03-31
FM FNY Managed Accounts LLCHigh-turnover trader	$83.4M	-23.5%	732 -26	POWERSHARES QQQ TRUST SER 1	2018-03-31
BS Bay Street Capital Partners LLCHigh-turnover trader	$81.9M	-10.9%	13 -9	ECL	2018-03-31
LM Lara, May & Associates, LLCDiversified strategy	$80.6M	+3.7%	70 -8	OEF	2018-03-31
DC Delpha Capital Management, LLCDiversified strategy	$72.9M	-20.9%	138 -1,556	IWM	2018-03-31
G& GRATRY & Co LLCDiversified strategy	$72.2M	-12.9%	75 -5	ICLR	2018-03-31
TL Tahithromos, L.L.C.Contrarian	$71.9M	-7.3%	15 -2	HDB	2018-03-31
SC Stonerise Capital Management, LLCHigh-turnover trader	$62.6M	-14.6%	10 -1	WP	2018-03-31
M& Messner & Smith Theme Value Investment Management LTD /ca/Diversified strategy	$60.3M	-3.9%	115 +31	GTT1USD	2018-03-31
LA Lucus Advisors LLCDiversified strategy	$57.7M	-15.8%	192 -5	PYPL	2018-03-31
SP SteelBridge Private Wealth Advisors LLCMomentum follower	$11.5M	-2.6%	31 -1	VWO	2018-03-31
SC Silver Capital Management LLCHigh-turnover trader	$5.2M	-81.2%	36 -11	B RILEY FINANCIAL INC	2018-03-31
SL StratiFi, LLCHigh-turnover trader	$1.6M	-99.8%	2 -15	—	2018-03-31
FP FDO Partners, LLCHigh-turnover trader	$752.0K	-99.4%	3 -152	EWA	2018-03-31
RC Ruane, Cunniff & Goldfarb IncHigh-turnover trader	—	—	1 -65	—	2018-03-31
QA Quentec Asset Management LLCHigh-turnover trader	—	—	1 -146	—	2018-03-31
SI Sii Investments Inc/wiHigh-turnover trader	—	—	1 -399	—	2018-03-31
IC Investment Centers Of America IncHigh-turnover trader	—	—	1 -2	—	2018-03-31
KC Ksa Capital Management, LLCHigh-turnover trader	—	—	1 -51	—	2018-03-31
NP National Planning CorpHigh-turnover trader	—	—	1 -45	—	2018-03-31
IH IFC Holdings Incorporated/FLHigh-turnover trader	—	—	1 -493	—	2018-03-31

Showing 12,088-12,138 of 13,277 institutions