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

13,275

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
CF Coronation Fund Managers Ltd.Diversified strategy	$2.6B	+19.3%	75 -7	NU	2026-06-30
PU Purpose Unlimited Inc.Diversified strategy	$2.6B	+8.1%	864 +37	TSLA	2026-06-30
FH Flagship Harbor Advisors, LLCDiversified strategy	$2.6B	+14.9%	752 +20	SPYG	2026-06-30
NR North Reef Capital Management LPSector-focused	$2.6B	-10.2%	43 -17	MKTX	2026-06-30
GL GenTrust, LLCDiversified strategy	$2.6B	+11.4%	201 -81	VOO	2026-06-30
FH First Horizon CORPDiversified strategy	$2.6B	+8.6%	2,120 +26	SPY	2026-06-30
BC Bls Capital Fondsmaeglerselskab A/sMomentum follower	$2.6B	-11.6%	11	YUMC	2026-06-30
MG Meritage Group LPMomentum follower	$2.6B	-2.1%	12 -1	MSFT	2026-06-30
MF Motley Fool Asset Management LLCDiversified strategy	$2.6B	+11.5%	249 +12	NVDA	2026-06-30
PA Paralel Advisors LLCMomentum follower	$2.6B	+7.6%	127 +19	BRK-A	2026-06-30
ML McAdam, LLCDiversified strategy	$2.6B	+16.6%	526 +77	FNDX	2026-06-30
CF Centaurus Financial, Inc.Diversified strategy	$2.6B	+23.0%	1,115 +57	EGGQ	2026-06-30
VW Venturi Wealth Management, LLCDiversified strategy	$2.6B	+16.4%	1,067 +24	IWF	2026-06-30
PI PFG Investments, LLCDiversified strategy	$2.6B	+20.3%	1,295 +104	AAPL	2026-06-30
TC Trilogy Capital Inc.Diversified strategy	$2.6B	+13.5%	424 +19	VTI	2026-06-30
P& Paulson & Co. Inc.Sector-focused	$2.6B	-17.2%	8 -1	MDGL	2026-06-30
RF Root Financial Partners, LLCDiversified strategy	$2.6B	+19.0%	410 -3,056	DFUS	2026-06-30
EO Eclipse Operations, LLCHigh-turnover trader	$2.6B	+6402.5%	2 +1	—	2026-06-30
M& Moors & Cabot, Inc.Diversified strategy	$2.6B	+10.1%	961 +34	AAPL	2026-06-30
CL Css Llc/ilDiversified strategy	$2.6B	+23.1%	1,001 +40	LITE 0.5 06-15-28	2026-06-30
CT Chesley Taft & Associates LLCDiversified strategy	$2.6B	+7.4%	637 +16	GOOG	2026-06-30
SC Staley Capital Advisers IncDiversified strategy	$2.6B	+8.6%	193 +9	GOOG	2026-06-30
TC Turtle Creek Asset Management Inc.Momentum follower	$2.6B	-4.2%	38 -1	FISV	2026-06-30
AF Ausdal Financial Partners, Inc.Diversified strategy	$2.6B	+13.7%	1,790 +102	SHV	2026-06-30
CC Capital Counsel Llc/nyDiversified strategy	$2.6B	+8.8%	58 -4	ANET	2026-06-30
RT Rockland Trust CoDiversified strategy	$2.5B	+2.1%	504 +8	GOOGL	2026-06-30
BA Berkshire Asset Management Llc/paDiversified strategy	$2.5B	+9.3%	270 +5	JPM	2026-06-30
NS North Star Asset Management IncDiversified strategy	$2.5B	+10.3%	468 +22	AAPL	2026-06-30
ST Sageworth Trust CoDiversified strategy	$2.5B	+9.1%	127 -45	VTI	2026-06-30
QT Quantbot Technologies LPDiversified strategy	$2.5B	+3.7%	1,893 +243	HIG	2026-06-30
AI Acropolis Investment Management, LLCDiversified strategy	$2.5B	+12.0%	384	VOO	2026-06-30
PV Pine Valley Investments Ltd Liability CoDiversified strategy	$2.5B	+17.6%	610 +50	SPY	2026-06-30
VW Visionary Wealth AdvisorsDiversified strategy	$2.5B	+12.1%	666 +28	AAPL	2026-06-30
IH Integral Health Asset Management, LLCDiversified strategy	$2.5B	+21.1%	92 +2	RVMD	2026-06-30
LM Lockheed Martin Investment Management CoDiversified strategy	$2.5B	-7.5%	117 +6	NVDA	2026-06-30
IF Index Fund Advisors, Inc.Momentum follower	$2.5B	+13.3%	135 +8	DFAS	2026-06-30
LC Luxor Capital Group, LPHigh-turnover trader	$2.5B	+75.6%	52 +3	SPY	2026-06-30
NL Nippon Life Global Investors Americas, Inc.Diversified strategy	$2.5B	+13.4%	101 -5	NVDA	2026-06-30
ET Entropy Technologies, LPDiversified strategy	$2.5B	+15.9%	930 +73	NOC	2026-06-30
BC Basswood Capital Management, L.l.c.Diversified strategy	$2.5B	+18.5%	111 +3	JPM	2026-06-30
EC Electron Capital Partners, LLCDiversified strategy	$2.5B	-2.0%	46	FLEX	2026-06-30
ST Smithfield Trust CoDiversified strategy	$2.5B	+9.1%	1,321 -8	VOO	2026-06-30
RO Route One Investment Company, L.P.Momentum follower	$2.5B	+6.0%	20 +1	POST	2026-06-30
SW Sofi Wealth, LLCDiversified strategy	$2.5B	+19.7%	52	IVW	2026-06-30
SG Seven Grand Managers, LLCDiversified strategy	$2.5B	+66.0%	176 +8	—	2026-06-30
HG Hrtg Gpe, LLCHigh-turnover trader	$2.5B	+217.7%	6 +3	—	2026-06-30
SG StoneX Group Inc.Diversified strategy	$2.5B	+33.6%	1,464 +547	VOO	2026-06-30
KW Kingswood Wealth Advisors, LLCDiversified strategy	$2.5B	+17.7%	997 +73	AAPL	2026-06-30
VC Valiant Capital Management, L.P.Momentum follower	$2.5B	+42.3%	29 -5	AMZN	2026-06-30
SQ Simon Quick Advisors, LLCDiversified strategy	$2.5B	+13.3%	421 +43	SPY	2026-06-30
BH Birch Hill Investment Advisors LLCDiversified strategy	$2.5B	+10.8%	211 +16	AMZN	2026-06-30

Showing 1,378-1,428 of 13,275 institutions