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
AW Abundance Wealth CounselorsDiversified strategy	$1.5B	+120.9%	317 +71	IVV	2026-06-30
FP Flagship Pioneering, LLCConcentrated strategy	$1.5B	+32.6%	7	GENB	2026-06-30
SP Stony Point Capital LLCSector-focused	$1.5B	+23.8%	30 -2	TSM	2026-06-30
KC Kanawha Capital Management LLCDiversified strategy	$1.5B	+8.2%	228 +7	AAPL	2026-06-30
HC Hollencrest Capital ManagementDiversified strategy	$1.5B	-43.2%	1,235 -9	SPY	2026-06-30
US UNICOM Systems, Inc.Sector-focused	$1.5B	+57.1%	39 +7	TSLA	2026-06-30
CC Callodine Capital Management, LPDiversified strategy	$1.5B	+7.1%	63 +7	SPB	2026-06-30
AP Alaska Permanent Capital Management, LLCSector-focused	$1.5B	+7.2%	41 +2	SPY	2026-06-30
MS M.D. Sass, LLCMomentum follower	$1.5B	+16.0%	39 +3	HSIC	2026-06-30
BW Baldwin Wealth Partners Llc/maDiversified strategy	$1.5B	+11.1%	284 +13	GOOGL	2026-06-30
KC Kontiki Capital ManagementSector-focused	$1.5B	+6.9%	7	NU	2026-06-30
MP Mangrove Partners Im, LLCDiversified strategy	$1.5B	+23.2%	426 -1	INDV	2026-06-30
AC Atika Capital Management LLCDiversified strategy	$1.5B	+139.5%	243 +63	VRT	2026-06-30
AC Adelante Capital Management LLCSector-focused	$1.5B	+4.0%	42	WELL	2026-06-30
MI Marco Investment Management LLCDiversified strategy	$1.5B	+14.7%	245 +13	AVGO	2026-06-30
RW RVW Wealth, LLCDiversified strategy	$1.5B	+18.3%	183 +7	DFAU	2026-06-30
AL AlgebrisDiversified strategy	$1.5B	+9.9%	73 +3	AIG	2026-06-30
WF Wellspring Financial Advisors, LLCDiversified strategy	$1.5B	+13.9%	288 +10	IVV	2026-06-30
SC Styrax Capital, LPMomentum follower	$1.5B	+5.9%	18 +1	AMZN	2026-06-30
DA DLD Asset Management, LPDiversified strategy	$1.5B	+37.6%	448 +91	ECHO 3.875 11-30-30	2026-06-30
FF Fairmount Funds Management LLCMomentum follower	$1.5B	+9.3%	12	ORKA	2026-06-30
AW Arete Wealth Advisors, LLCDiversified strategy	$1.5B	+13.4%	334 +13	AAPL	2026-06-30
HC Hodges Capital Management Inc.Diversified strategy	$1.5B	+25.0%	224 +20	WULF	2026-06-30
NB Nbt Bank, N.a.Diversified strategy	$1.5B	-1.1%	1,561 -112	MSFT	2026-06-30
RI Rush Island Management, LPSector-focused	$1.5B	+1.2%	22	INVH	2026-06-30
TE Tensor Edge Capital, LLCSector-focused	$1.5B	+159.0%	18 +1	MU	2026-06-30
HT Hikari Tsushin, Inc.Concentrated strategy	$1.5B	+3.9%	76 -2	BRK-A	2026-06-30
PI Perennial Investment Advisors, LLCDiversified strategy	$1.5B	+19.9%	585 +74	NVDA	2026-06-30
FF Fusion Family Wealth, LLCMomentum follower	$1.5B	+12.4%	50 +3	VOO	2026-06-30
BH Bank Hapoalim BmSector-focused	$1.5B	+130.8%	122 +5	TSLA	2026-06-30
EI Emerald Investment Advisers, LLCDiversified strategy	$1.5B	+35.2%	270 +19	NVDA	2026-06-30
CI CFS Investment Advisory Services, LLCDiversified strategy	$1.5B	+3.3%	357 +4	SPYM	2026-06-30
AO Advisor OS, LLCDiversified strategy	$1.5B	+8.5%	2,339 -26	VOO	2026-06-30
MC Mill Capital Management, LLCDiversified strategy	$1.5B	+13.9%	128 -2	AAPL	2026-06-30
NA Nexpoint Asset Management, L.p.Diversified strategy	$1.5B	+0.4%	107 -16	NREF	2026-06-30
SB Schaper Benz & Wise Investment Counsel Inc/wiDiversified strategy	$1.5B	+14.4%	160 +2	AMD	2026-06-30
EF Ethos Financial Group, LLCDiversified strategy	$1.5B	+9.3%	648 +108	MOOD	2026-06-30
JH Johns Hopkins UniversityConcentrated strategy	$1.5B	+8.4%	18 +5	AGG	2026-06-30
NA N.E.W. Advisory Services LLCDiversified strategy	$1.5B	+11.8%	980 +66	VTI	2026-06-30
SL Swf LLCConcentrated strategy	$1.5B	+30.3%	25 +6	VOO	2026-06-30
TI Tandem Investment Advisors, Inc.Diversified strategy	$1.5B	-26.8%	68 -15	APH	2026-06-30
PM ProVise Management Group, LLCDiversified strategy	$1.5B	+7.3%	282 +21	DGRO	2026-06-30
MF Mosaic Family Wealth Partners, LLCDiversified strategy	$1.5B	+52.7%	431 +145	VUG	2026-06-30
LC Levin Capital Strategies, L.p.Diversified strategy	$1.5B	+13.0%	262 +30	CAT	2026-06-30
AC Aristotle Capital Boston, LLCDiversified strategy	$1.5B	-7.4%	119 -3	MTSI	2026-06-30
FC Fairholme Capital Management LLCConcentrated strategy	$1.5B	-1.6%	13 +3	JOE	2026-06-30
RG Redmile Group, LLCSector-focused	$1.5B	-1.4%	39 +4	SRRK	2026-06-30
MM Main Management LLCDiversified strategy	$1.5B	+8.3%	95 -7	XLK	2026-06-30
WA Wbh Advisory IncDiversified strategy	$1.5B	+11.5%	365 +15	VTI	2026-06-30
GA Gemmer Asset Management LLCDiversified strategy	$1.5B	+17.6%	187 +15	SCHF	2026-06-30
MA Mark Asset Management LPMomentum follower	$1.5B	+35.5%	42 +5	SPY	2026-06-30

Showing 1,939-1,989 of 13,275 institutions