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
EC EcoR1 Capital, LLCSector-focused	$2.1B	-12.7%	33 +3	ZYME	2026-06-30
RH Rice Hall James & Associates, LLCDiversified strategy	$2.1B	+14.4%	240 -3	LGND	2026-06-30
AB Arvest Bank Trust DivisionDiversified strategy	$2.1B	+11.6%	331 +24	MDY	2026-06-30
CF Capstone Financial Advisors, Inc.Diversified strategy	$2.1B	+10.5%	192 +5	VTI	2026-06-30
D& Dorsey & Whitney Trust CO LLCDiversified strategy	$2.1B	+12.9%	4,887 +201	NVDA	2026-06-30
RM Ribbit Management Company, LLCSector-focused	$2.1B	+22.1%	19 +3	NU	2026-06-30
SI Sigma Investment Counselors IncDiversified strategy	$2.1B	+8.4%	218 +24	IVV	2026-06-30
FW First Western Trust BankSector-focused	$2.1B	+3.6%	290 +10	SYK	2026-06-30
RS Rock Springs Capital Management LPDiversified strategy	$2.0B	+20.8%	104 +4	RVMD	2026-06-30
AB Abrams Bison Investments, LLCSector-focused	$2.0B	-11.3%	11	SNX	2026-06-30
JC Jacobi Capital Management LLCDiversified strategy	$2.0B	+14.2%	644 +12	SPY	2026-06-30
EF Evanson Financial, LLCDiversified strategy	$2.0B	—	325	DFAC	2026-06-30
WC Westchester Capital Management, LLCDiversified strategy	$2.0B	-7.4%	878 +15	EA	2026-06-30
UF UNIVEST FINANCIAL CorpDiversified strategy	$2.0B	+14.4%	478 +34	VXUS	2026-06-30
6C 683 Capital Management, LLCDiversified strategy	$2.0B	+6.3%	153 -84	PLTR	2026-06-30
SF Siemens Fonds Invest GmbHDiversified strategy	$2.0B	+16.6%	538 -10	NVDA	2026-06-30
CP CenterBook Partners LPDiversified strategy	$2.0B	+9.4%	693 +65	AMZN	2026-06-30
CL Certuity, LLCDiversified strategy	$2.0B	+33.1%	674 +15	MU	2026-06-30
WP Waters Parkerson & Co., LLCDiversified strategy	$2.0B	+4.2%	200 +12	COHR	2026-06-30
BO Bank Of HawaiiDiversified strategy	$2.0B	+6.2%	290 +13	VEA	2026-06-30
PW Principle Wealth Partners LLCDiversified strategy	$2.0B	+15.8%	398 +18	XLG	2026-06-30
CC C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsDiversified strategy	$2.0B	+15.3%	424 +21	SPYM	2026-06-30
AW Aprio Wealth Management, LLCDiversified strategy	$2.0B	+10.6%	636 +23	DUHP	2026-06-30
CI Cambria Investment Management, L.P.Diversified strategy	$2.0B	+12.9%	769 +87	FYLD	2026-06-30
W& Waddell & Associates, LLCDiversified strategy	$2.0B	+14.0%	545 +94	FDX	2026-06-30
P& Punch & Associates Investment Management, Inc.Diversified strategy	$2.0B	+16.6%	164 +1	SNEX	2026-06-30
HC Hamilton Capital, LLCMomentum follower	$2.0B	+4.6%	159 +7	DGRW	2026-06-30
TF Trek Financial, LLCDiversified strategy	$2.0B	+6.9%	504 +32	XLK	2026-06-30
WI WealthPlan Investment Management, LLCDiversified strategy	$2.0B	+12.2%	642 +127	IVV	2026-06-30
EF Essex Financial Services, Inc.Diversified strategy	$2.0B	+12.6%	836 +42	AAPL	2026-06-30
FO Fenelon Opportunity Fund Inc.Quality / disciplined sizing	$2.0B	—	6	AAPL	2026-06-30
JW Jfs Wealth Advisors, LLCDiversified strategy	$2.0B	+12.2%	2,257 +365	DFAC	2026-06-30
CC Courier Capital LLCDiversified strategy	$2.0B	+11.9%	399 +14	IVW	2026-06-30
SB Strategic Blueprint, LLCDiversified strategy	$2.0B	+16.4%	697 +58	VUG	2026-06-30
NL Nwam LLCDiversified strategy	$2.0B	+15.1%	684 +63	MSFT	2026-06-30
CC Casdin Capital, LLCSector-focused	$2.0B	+51.3%	43 +3	RVMD	2026-06-30
KO Knights of Columbus Asset Advisors LLCDiversified strategy	$2.0B	+12.7%	386 -11	NVDA	2026-06-30
CA Cacti Asset Management LLCDiversified strategy	$2.0B	+20.9%	76 -2	STX	2026-06-30
B& Boussard & Gavaudan Gestion SasSector-focused	$2.0B	—	117	WDC 3 11-15-28	2026-06-30
SC Sepio Capital, LPLong-term holder	$2.0B	+8.0%	346 -23	SMRI	2026-06-30
TM Toyota Motor Corp/Concentrated strategy	$2.0B	-18.6%	3 -2	JOBY	2026-06-30
PA PFG AdvisorsDiversified strategy	$2.0B	-3.4%	791 +3	QQQ	2026-06-30
SA Signal Advisors Wealth, LLCDiversified strategy	$2.0B	+35.9%	630 +28	SPYM	2026-06-30
CR Cramer Rosenthal Mcglynn LLCDiversified strategy	$2.0B	+45.1%	96 +10	SKY	2026-06-30
CP Cerity Partners OCIO LLCContrarian	$2.0B	+18.5%	28 +3	SMH	2026-06-30
PC Polymer Capital ManagementSector-focused	$2.0B	+70.7%	143 -11	SMH	2026-06-30
LC Lgt Capital Partners LTD.Momentum follower	$2.0B	+4.9%	108 +8	NVDA	2026-06-30
OF Oxford Financial Group, LTD. LLCDiversified strategy	$2.0B	+6.3%	296 -6	VTI	2026-06-30
SC Smith Chas P & Associates Pa CpasDiversified strategy	$2.0B	+7.0%	199 +23	GOOG	2026-06-30
JP Jordan Park Group LLCSector-focused	$2.0B	+5.0%	68 -1	IEMG	2026-06-30
AW Aaron Wealth Advisors LLCDiversified strategy	$2.0B	+11.8%	688 -3	IEFA	2026-06-30

Showing 1,582-1,632 of 13,275 institutions