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
GS Global Strategic Investment Solutions, LLCDiversified strategy	$1.1B	+10.0%	151 +6	IEFA	2026-06-30
MC Mv Capital Management, Inc.Diversified strategy	$1.1B	+10.7%	1,282 +81	IWD	2026-06-30
IC Inscription Capital, LLCDiversified strategy	$1.1B	+18.6%	791 +76	VT	2026-06-30
CT Coastline Trust CoDiversified strategy	$1.1B	+11.9%	579 +1	NVDA	2026-06-30
VA VR Advisory Services LtdMomentum follower	$1.1B	+33.4%	43 +3	YPF	2026-06-30
WF Wedbush Fund Advisers, LLCDiversified strategy	$1.1B	+30.6%	103 +26	MU	2026-06-30
GL Great Lakes Retirement, Inc.Diversified strategy	$1.1B	+16.5%	216 -3	SPAB	2026-06-30
KI Knollwood Investment Advisory, LLCDiversified strategy	$1.1B	+13.4%	270 -33	NVDA	2026-06-30
AI Atom Investors LPDiversified strategy	$1.1B	-19.5%	818 +177	VOO	2026-06-30
PD Penn Davis Mcfarland IncDiversified strategy	$1.1B	+9.8%	79 +4	GOOG	2026-06-30
IM Informed Momentum Co LLCDiversified strategy	$1.1B	+29.6%	268 -5	SMIN	2026-06-30
HW Hudson Way Capital Management LLCMomentum follower	$1.1B	+7.2%	18 +2	KKR	2026-06-30
WM Wealth Management NebraskaDiversified strategy	$1.1B	+13.5%	106 +6	SPIB	2026-06-30
TF Triple Frond Partners LLCContrarian	$1.1B	+16.4%	13 +1	ASML	2026-06-30
SR Shannon River Fund Management LLCHigh-turnover trader	$1.1B	+113.8%	37 +9	TSEM	2026-06-30
WA WNY Asset Management, LLCDiversified strategy	$1.1B	+15.8%	261 +12	CGGR	2026-06-30
CC Cornerstone Capital, Inc.Diversified strategy	$1.1B	+11.8%	120 +2	GLW	2026-06-30
SW Strategies Wealth Advisors, LLCDiversified strategy	$1.1B	+12.3%	202 +9	SPDW	2026-06-30
HW HCR Wealth AdvisorsDiversified strategy	$1.1B	+15.8%	259 +18	AAPL	2026-06-30
VF Viking Fund Management LLCDiversified strategy	$1.1B	+14.5%	146 +4	AVGO	2026-06-30
AF Arrow Financial CORPDiversified strategy	$1.1B	+12.3%	281 +3	VOO	2026-06-30
VC Versant Capital Management, IncDiversified strategy	$1.1B	+10.0%	2,745 -32	MSFT	2026-06-30
JW JGP Wealth Management, LLCDiversified strategy	$1.1B	+15.9%	231 +8	IVV	2026-06-30
FM Frec Markets, Inc.Diversified strategy	$1.1B	+89.8%	905 +261	NVDA	2026-06-30
OC Octagon Capital Advisors LPMomentum follower	$1.1B	+23.1%	27 -2	DNTH	2026-06-30
OB Onyx Bridge Wealth Group LLCDiversified strategy	$1.1B	+19.5%	497 +29	QQQ	2026-06-30
MS Mason Street Advisors, LLCMomentum follower	$1.1B	+8.5%	15	AGG	2026-06-30
GP Guardian Partners Inc.Diversified strategy	$1.1B	-7.6%	392 +200	RY	2026-06-30
TB Tower Bridge AdvisorsDiversified strategy	$1.1B	+7.0%	253 +1	GOOG	2026-06-30
TC Trust CoDiversified strategy	$1.1B	+3.9%	908 +1	SHV	2026-06-30
GA GalileoConcentrated strategy	$1.1B	+8.5%	3	CHYM	2026-06-30
AI Aperture Investors, LLCDiversified strategy	$1.1B	+39.7%	87 -1	SPY	2026-06-30
HA Hbw Advisory Services LLCDiversified strategy	$1.1B	+16.5%	463 +19	VOO	2026-06-30
CF CVA Family Office, LLCDiversified strategy	$1.1B	+16.3%	1,802 -37	FNDF	2026-06-30
OM Opaleye Management Inc.Diversified strategy	$1.1B	+45.4%	58 +4	LQDA	2026-06-30
PF Premier Fund Managers LtdDiversified strategy	$1.1B	-21.9%	175 +8	SCI	2026-06-30
HB Heron Bay Capital ManagementDiversified strategy	$1.1B	+1.7%	97 +19	CCSI	2026-06-30
TP Trivium Point Advisory, LLCDiversified strategy	$1.1B	+99.3%	354 +84	NVDA	2026-06-30
ZA Zweig-DiMenna Associates LLCDiversified strategy	$1.1B	+52.6%	70 +9	SNDK	2026-06-30
NW Naviter Wealth, LLCDiversified strategy	$1.1B	+37.7%	305 +34	AMLP	2026-06-30
TF Teamwork Financial Advisors, LLCDiversified strategy	$1.1B	+16.4%	215 -1	AAPL	2026-06-30
R& Rodgers & Associates, LTDDiversified strategy	$1.1B	+12.2%	108 +7	VTV	2026-06-30
SP Silver Point Capital L.P.Sector-focused	$1.1B	-15.4%	14 -2	GPOR	2026-06-30
DI Dumac, Inc.Concentrated strategy	$1.1B	+34.1%	16 +6	VOO	2026-06-30
UW Ullmann Wealth Partners Group, LLCDiversified strategy	$1.1B	+14.2%	174 +18	IVV	2026-06-30
BF Beacon Financial GroupDiversified strategy	$1.1B	+9.8%	377 +29	DGRW	2026-06-30
AV ARCH Venture Management, LLCContrarian	$1.1B	+62.5%	12 +2	—	2026-06-30
BI Bbfit Investments Pte LTDConcentrated strategy	$1.1B	+30.6%	7	VSXY	2026-06-30
TA Taikang Asset ManagementDiversified strategy	$1.1B	+9.4%	77 +2	MU	2026-06-30
TS Three Seasons Wealth, LLCHigh-turnover trader	$1.1B	+319.3%	181 -7	AMZN	2026-06-30
SR Swiss Re LTDHigh-turnover trader	$1.1B	+6613.3%	238 -1	IVV	2026-06-30

Showing 2,347-2,397 of 13,275 institutions