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
AI Ally Invest Advisors Inc.Momentum follower	$1.7B	+11.5%	75	IVV	2026-06-30
SI Strategic Investment Advisors / MIDiversified strategy	$1.7B	+14.2%	398 +12	VOO	2026-06-30
BC Beacon Capital Management, Inc.Diversified strategy	$1.7B	-7.0%	133 -8	QQQ	2026-06-30
AA American Assets Investment Management, LLCDiversified strategy	$1.7B	+12.1%	146	BAC	2026-06-30
GC Gladius Capital Management LPHigh-turnover trader	$1.7B	-26.4%	29 -77	SPY	2026-06-30
SC Shapiro Capital Management LLCDiversified strategy	$1.6B	+3.1%	50	TENB	2026-06-30
OH Oriental Harbor Investment Master FundHigh-turnover trader	$1.6B	+45.6%	13 +1	GOOG	2026-06-30
GS Gilead Sciences, Inc.Concentrated strategy	$1.6B	-22.1%	5 -1	RCUS	2026-06-30
MC MFF Capital Investments LtdSector-focused	$1.6B	+8.5%	19	GOOGL	2026-06-30
BF Boston Family Office LLCDiversified strategy	$1.6B	+9.6%	315 +4	AAPL	2026-06-30
BC BTC Capital Management, Inc.Diversified strategy	$1.6B	+11.5%	508 -22	NVDA	2026-06-30
SO Silver Oak Securities, IncorporatedDiversified strategy	$1.6B	+20.4%	830 +49	CGUS	2026-06-30
N& Nichols & Pratt Advisers LLP /maDiversified strategy	$1.6B	+6.3%	195 +7	AAPL	2026-06-30
AA Aureus Asset Management, LLCDiversified strategy	$1.6B	+9.6%	239 +14	GOOGL	2026-06-30
FL First Light Asset Management, LLCSector-focused	$1.6B	+47.4%	31 -4	NEO	2026-06-30
AA Armstrong Advisory Group, IncDiversified strategy	$1.6B	+10.2%	987 +28	SCHK	2026-06-30
TI Triodos Investment Management BVDiversified strategy	$1.6B	+24.2%	50 +1	KLAC	2026-06-30
LF Lutz Financial Services LLCDiversified strategy	$1.6B	+10.4%	112 +12	VOO	2026-06-30
MB MPM BioImpact LLCSector-focused	$1.6B	+26.6%	37 -4	CGEM	2026-06-30
OC Opti Capital Management, LPDiversified strategy	$1.6B	+18.0%	46 +10	LYV 3.125 01-15-29	2026-06-30
MR Milestone Resources Group LtdSector-focused	$1.6B	+0.1%	8 -1	AVGO	2026-06-30
EP Evolve Private Wealth, LLCDiversified strategy	$1.6B	-12.6%	1,003 +9	HTRB	2026-06-30
TW Tradition Wealth Management, LLCDiversified strategy	$1.6B	+16.4%	572 +40	BBUS	2026-06-30
MA Moneco Advisors, LLCDiversified strategy	$1.6B	+26.9%	598 +83	SGOV	2026-06-30
HC Howard Capital Management Group, LLCDiversified strategy	$1.6B	+8.6%	151 +7	NVDA	2026-06-30
KG Kopernik Global Investors, LLCContrarian	$1.6B	+14.0%	30 -1	RRC	2026-06-30
AP Appleton Partners Inc/maDiversified strategy	$1.6B	+13.8%	275 +13	AAPL	2026-06-30
HC Himension CapitalSector-focused	$1.6B	+25.3%	168 +33	TSM	2026-06-30
AC Atalan Capital Partners, LPSector-focused	$1.6B	+50.3%	9 -1	STX	2026-06-30
CI CORDA Investment Management, LLC.Diversified strategy	$1.6B	+12.7%	85 +5	GLW	2026-06-30
LW Lyell Wealth Management, LPDiversified strategy	$1.6B	+19.8%	232 +16	NVDA	2026-06-30
QC Quent Capital, LLCDiversified strategy	$1.6B	+15.5%	1,653 +119	VONG	2026-06-30
SM Sage Mountain Advisors LLCDiversified strategy	$1.6B	+13.8%	304 +23	JAAA	2026-06-30
AT Avalon Trust CoDiversified strategy	$1.6B	+12.0%	462 +2	NVDA	2026-06-30
WB Westpac Banking CORPDiversified strategy	$1.6B	+12.9%	861 +31	NVDA	2026-06-30
SC Strategy Capital LLCSector-focused	$1.6B	+32.7%	11	NET	2026-06-30
CH Clear Harbor Asset Management, LLCDiversified strategy	$1.6B	+11.9%	450	FLEX	2026-06-30
MI Morningstar Investment Management LLCDiversified strategy	$1.6B	+0.4%	317 +2	GOVT	2026-06-30
NG Naples Global Advisors, LLCDiversified strategy	$1.6B	+18.3%	466 +25	AAPL	2026-06-30
CI Capital Investment Advisory Services, LLCDiversified strategy	$1.6B	+18.2%	1,301 +95	NVDA	2026-06-30
CB Coastal Bridge Advisors, LLCDiversified strategy	$1.6B	+14.3%	471 +25	LION	2026-06-30
SW Strategic Wealth Partners, Ltd.Diversified strategy	$1.6B	+12.0%	1,463 -16	SWP	2026-06-30
RI Recurrent Investment Advisors LLCDiversified strategy	$1.6B	-3.0%	71 +4	TRGP	2026-06-30
SV Sound View Wealth Advisors Group, LLCDiversified strategy	$1.6B	+9.6%	440 +18	AAPL	2026-06-30
RW RMR Wealth BuildersDiversified strategy	$1.6B	+26.8%	316 +39	VUG	2026-06-30
BP BTG Pactual Asset Management US LLCDiversified strategy	$1.6B	+39.3%	461 +131	VOO	2026-06-30
TA Trust Asset Management LLCConcentrated strategy	$1.6B	+15.0%	229 +4	SPY	2026-06-30
QP Quintet Private BankDiversified strategy	$1.6B	+7.5%	196 +9	NVDA	2026-06-30
DP DDD Partners, LLCDiversified strategy	$1.6B	+10.6%	166 +28	MSFT	2026-06-30
MA Moss Adams Wealth Advisors LLCMomentum follower	$1.6B	+17.1%	539 +77	VTI	2026-06-30
IL Investure, LLCSector-focused	$1.6B	-21.5%	17	VOO	2026-06-30

Showing 1,837-1,887 of 13,275 institutions