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.

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13,275

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
CI Compass Ion Advisors, LLCDiversified strategy	$1.2B	+10.6%	417 +19	VTI	2026-06-30
SM Stadion Money Management, LLCContrarian	$1.2B	+16.7%	27 +1	SPYM	2026-06-30
TS Two Sigma Securities, LLCDiversified strategy	$1.2B	+34.7%	1,668 +69	AMAT	2026-06-30
TP TRUE Private Wealth AdvisorsDiversified strategy	$1.2B	+10.5%	283 +17	IXUS	2026-06-30
OW Octavia Wealth Advisors, LLCDiversified strategy	$1.2B	+10.8%	231 -7	SPYV	2026-06-30
MF Mayflower Financial Advisors, LLCDiversified strategy	$1.2B	+40.5%	499 +55	IVV	2026-06-30
LA LVW Advisors, LLCDiversified strategy	$1.2B	+10.3%	462 +26	SPYM	2026-06-30
PG Prescott Group Capital Management, L.l.c.Diversified strategy	$1.2B	+15.3%	292 +29	SPY	2026-06-30
LP Lodestar Private Asset Management LLCDiversified strategy	$1.2B	+14.1%	232	IVV	2026-06-30
DA Delta Asset Management Llc/tnDiversified strategy	$1.2B	+5.5%	599 +2	MSFT	2026-06-30
WD Wgi Dm, LLCConcentrated strategy	$1.2B	+15.6%	7 +1	AER	2026-06-30
CI Connors Investor Services IncDiversified strategy	$1.2B	+6.7%	153 +4	AAPL	2026-06-30
AA Apriem AdvisorsDiversified strategy	$1.2B	+10.2%	182 -4	SCHX	2026-06-30
HT Heritage Trust CoDiversified strategy	$1.2B	+15.8%	476 +4	AAPL	2026-06-30
WB Webster Bank, N. A.Diversified strategy	$1.2B	+9.1%	850 +8	SPY	2026-06-30
AI AWM Investment Company, Inc.Diversified strategy	$1.2B	+27.6%	106 +8	LASR	2026-06-30
CF Cascade Financial Partners, LLCDiversified strategy	$1.2B	+18.7%	283 +17	LLY	2026-06-30
CI Consolidated Investment Group LLCDiversified strategy	$1.2B	+24.8%	77	QQQ	2026-06-30
FW Focused Wealth Management, IncDiversified strategy	$1.1B	+19.3%	266 +38	SPYG	2026-06-30
1C 1607 Capital Partners, LLCDiversified strategy	$1.1B	-17.2%	142 +3	FEZ	2026-06-30
TW Tanager Wealth Management LLPDiversified strategy	$1.1B	+11.1%	158 +13	ITOT	2026-06-30
MG Marks Group Wealth Management, IncDiversified strategy	$1.1B	+10.7%	584 +48	SPYM	2026-06-30
HI Hartline Investment Corp/Diversified strategy	$1.1B	+26.3%	115 +3	NVDA	2026-06-30
DW Discipline Wealth Solutions, LLCDiversified strategy	$1.1B	+20.7%	197 +5	DFAC	2026-06-30
GG Gleason Group, Inc.Long-term holder	$1.1B	+13.5%	449 +220	VOO	2026-06-30
LM Liberty Mutual Group Asset Management Inc.Momentum follower	$1.1B	-8.3%	82 +25	SRLN	2026-06-30
WM Ws Management LllpMomentum follower	$1.1B	+1.0%	47 -9	MU	2026-06-30
SI Symetra Investment Management CoConcentrated strategy	$1.1B	-0.9%	6	VCIT	2026-06-30
CA Carret Asset Management, LLCDiversified strategy	$1.1B	+12.0%	309 +16	AAPL	2026-06-30
VC Vista Capital Partners, Inc.Momentum follower	$1.1B	+15.0%	170 +14	VTI	2026-06-30
MI McGuire Investment Group, LLCDiversified strategy	$1.1B	+29.0%	137 +16	AMD	2026-06-30
SC Shellback Capital, LPDiversified strategy	$1.1B	+62.5%	89 +10	HD	2026-06-30
PC Private Capital Advisors, Inc.Momentum follower	$1.1B	+30.9%	76 +3	LLY	2026-06-30
PC Periscope Capital Inc.Diversified strategy	$1.1B	+26.3%	481 +52	BNS	2026-06-30
RI RW Investment Management LLCLong-term holder	$1.1B	+10.3%	122 +2	VTI	2026-06-30
HG High Ground Investment Management LLPMomentum follower	$1.1B	+111.4%	7 +2	ELV	2026-06-30
YL Ycg, LLCMomentum follower	$1.1B	+2.9%	41 -1	MA	2026-06-30
PC Private Capital Management, LLCDiversified strategy	$1.1B	+13.1%	202 +8	QNST	2026-06-30
CO Connable Office IncDiversified strategy	$1.1B	+11.8%	231 +7	SPY	2026-06-30
VF Voya Financial Advisors, Inc.Momentum follower	$1.1B	+13.2%	208 -1	VV	2026-06-30
PH Pekin Hardy Strauss, Inc.Diversified strategy	$1.1B	+18.6%	511 +33	PHYS	2026-06-30
GF Gryphon Financial Partners LLCDiversified strategy	$1.1B	+16.3%	383 +12	IVV	2026-06-30
TC Telos Capital Management, Inc.Diversified strategy	$1.1B	+8.7%	201 +10	AAPL	2026-06-30
PN Pictet North America Advisors SADiversified strategy	$1.1B	+12.7%	154	TSM	2026-06-30
BD Black Diamond Financial, LLCDiversified strategy	$1.1B	+23.7%	198 +13	MGV	2026-06-30
IF Institute for Wealth Management, LLC.Diversified strategy	$1.1B	+20.7%	1,770 +1,228	NVDA	2026-06-30
TC Tairen Capital LtdHigh-turnover trader	$1.1B	+22.5%	44	TSM	2026-06-30
BL Bensler, LLCDiversified strategy	$1.1B	+16.7%	198 +4	KLAC	2026-06-30
ST Sentinel Trust Co LbaLong-term holder	$1.1B	+12.2%	136 +1	ITOT	2026-06-30
AA Azzad Asset Management Inc /advDiversified strategy	$1.1B	+14.1%	351 +20	NVDA	2026-06-30
BL Bfsg, LLCDiversified strategy	$1.1B	+6.8%	769 +18	VTI	2026-06-30

Showing 2,296-2,346 of 13,275 institutions