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
RC Richard C. Young & CO., LTD.Diversified strategy	$1.4B	+12.4%	101 +8	MU	2026-06-30
HV Hel Ved Capital Management LtdHigh-turnover trader	$1.4B	+60.7%	72 +16	SOXX	2026-06-30
GG Galvin, Gaustad & Stein, LLCDiversified strategy	$1.4B	+8.4%	262 +10	XLK	2026-06-30
IB Intrust Bank NADiversified strategy	$1.4B	+10.4%	747 +8	VOO	2026-06-30
CC Crosslink Capital IncSector-focused	$1.4B	+32.5%	23 +2	CHYM	2026-06-30
RI RWWM, Inc.Sector-focused	$1.4B	-1.2%	40 +6	DJCO	2026-06-30
NC NewSquare Capital LLCDiversified strategy	$1.4B	+17.3%	236 +25	VTI	2026-06-30
OP Optimus Prime Fund Management Co., Ltd.Sector-focused	$1.4B	+30.2%	26 -1	FROG	2026-06-30
MC Mainstay Capital Management LLC /advDiversified strategy	$1.4B	+4.2%	144 +1	VLUE	2026-06-30
SC Sagefield Capital LPDiversified strategy	$1.3B	-2.9%	213 -6	EXE	2026-06-30
CN Campbell Newman Asset Management IncDiversified strategy	$1.3B	+9.3%	99 -4	KLAC	2026-06-30
WT Washington Trust Advisors, Inc.Diversified strategy	$1.3B	+8.9%	917 +47	PWR	2026-06-30
LI Limestone Investment Advisors LPDiversified strategy	$1.3B	+7.8%	558 +159	SPY	2026-06-30
AC Alta Capital Management Llc/Diversified strategy	$1.3B	+4.0%	109 +9	GOOGL	2026-06-30
AF Applied Finance Capital Management, LLCDiversified strategy	$1.3B	+0.8%	218	AAPL	2026-06-30
SA Sovran Advisors, LLCDiversified strategy	$1.3B	+5.3%	701 +52	IVV	2026-06-30
TI Tortoise Investment Management, LLCDiversified strategy	$1.3B	+10.8%	255 +3	IVV	2026-06-30
DI DT Investment Partners, LLCDiversified strategy	$1.3B	+11.6%	548 -7	IVV	2026-06-30
CS Central Securities CORPMomentum follower	$1.3B	+10.7%	29 -1	GOOGL	2026-06-30
BI BloombergSen Inc.Long-term holder	$1.3B	+2.0%	31	CI	2026-06-30
EL Edgar Lomax Co/vaDiversified strategy	$1.3B	-4.6%	58 +2	TGT	2026-06-30
GP Greenbrier Partners Capital Management, LLCMomentum follower	$1.3B	+2.8%	11	AAPL	2026-06-30
CC Condor Capital ManagementDiversified strategy	$1.3B	+11.4%	173 -1	VOO	2026-06-30
GA Graticule Asia Macro Advisors LLCConcentrated strategy	$1.3B	+105.6%	208 +206	BE	2026-06-30
OC Ovata Capital Management LtdHigh-turnover trader	$1.3B	+86.2%	43 +5	STX 3.5 06-01-28	2026-06-30
GA German American Bancorp, Inc.Diversified strategy	$1.3B	+14.4%	212 +13	ACWX	2026-06-30
AI Anchor Investment Management, LLCDiversified strategy	$1.3B	+10.9%	1,207 +140	MSFT	2026-06-30
BB Baader Bank AktiengesellschaftDiversified strategy	$1.3B	+3.8%	415 -2	GOOGL	2026-06-30
BC Boxer Capital Management, LLCSector-focused	$1.3B	+74.3%	63 +9	TNGX	2026-06-30
CA Callahan Advisors, LLCDiversified strategy	$1.3B	+10.7%	181 +4	GOOG	2026-06-30
MI Means Investment Co., Inc.Diversified strategy	$1.3B	+15.3%	209 -6	VOO	2026-06-30
CA Cullinan Associates IncDiversified strategy	$1.3B	+7.0%	204 -3	AAPL	2026-06-30
CC Cadian Capital Management, LPMomentum follower	$1.3B	+60.9%	28 +5	IQV	2026-06-30
JF JNBA Financial AdvisorsDiversified strategy	$1.3B	+10.0%	830 +11	IVV	2026-06-30
WC Windward Capital Management Co /caDiversified strategy	$1.3B	+7.5%	73 +4	AAPL	2026-06-30
TB Tweedy, Browne Co LLCDiversified strategy	$1.3B	+4.9%	91 -2	CNH	2026-06-30
TT TCV Trust & Wealth Management, Inc.Diversified strategy	$1.3B	+10.6%	416 +16	AVGO	2026-06-30
SF Stonebridge Financial Group, LLCDiversified strategy	$1.3B	+8.4%	275 +13	DGRO	2026-06-30
BO Brandywine Oak Private Wealth LLCDiversified strategy	$1.3B	+10.8%	245 +16	SCHF	2026-06-30
LW Leith Wheeler Investment Counsel Ltd.Momentum follower	$1.3B	+8.8%	85 +1	IVV	2026-06-30
IH Insight Holdings Group, LLCSector-focused	$1.3B	-7.7%	30 +2	EQPT	2026-06-30
RC Radcliffe Capital Management, L.P.Diversified strategy	$1.3B	-1.4%	450 +45	TDOC 1.25 06-01-27	2026-06-30
SC Sone Capital Management, LLCDiversified strategy	$1.3B	+10.2%	108 +7	HEI-A	2026-06-30
AM Advanced Micro Devices IncHigh-turnover trader	$1.3B	+652.2%	6 +2	—	2026-06-30
NP Ninepoint Partners LPDiversified strategy	$1.3B	-6.4%	166 +17	SU	2026-06-30
PI Parker Investment Management, LLCHigh-turnover trader	$1.3B	+98.7%	43 +3	VOO	2026-06-30
JA Journey Advisory Group, LLCDiversified strategy	$1.3B	+11.6%	282 +38	PYLD	2026-06-30
FF Flat Footed LLCMomentum follower	$1.3B	+42.0%	43 +4	DHC	2026-06-30
BI Bramshill Investments, LLCDiversified strategy	$1.3B	+12.6%	157 +2	VUSB	2026-06-30
SW SlateStone Wealth, LLCDiversified strategy	$1.3B	+7.7%	296 +5	AAPL	2026-06-30
GH GAM Holding AGDiversified strategy	$1.3B	+14.6%	299 -10	NVDA	2026-06-30

Showing 2,092-2,142 of 13,275 institutions