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 Golden State Wealth Management, LLCDiversified strategy	$1.1B	+19.9%	1,684 +18	IVV	2026-06-30
RD Red Door Wealth Management, LLCDiversified strategy	$1.1B	+13.9%	320 +13	SCHX	2026-06-30
WA Wellesley Asset ManagementDiversified strategy	$1.1B	+15.0%	64 +10	BOX 1.5 09-15-29	2026-06-30
BJ Bruni J V & Co /coMomentum follower	$1.1B	+14.4%	33 +2	DELL	2026-06-30
VC Vivo Capital, LLCDiversified strategy	$1.1B	-9.0%	47 +1	TRVI	2026-06-30
MI Miller Investment Management, LPDiversified strategy	$1.1B	+8.7%	83 -3	SPY	2026-06-30
GA Goldstein Advisors, LLCDiversified strategy	$1.1B	+21.6%	261 +33	ITOT	2026-06-30
BM Berkshire Money Management, Inc.Sector-focused	$1.1B	+12.1%	56 +4	SPY	2026-06-30
TL Taiyo Life Insurance CoQuality / disciplined sizing	$1.1B	+20.8%	11 +1	IVV	2026-06-30
KI Koch, Inc.Sector-focused	$1.1B	+18.7%	10 +2	MRVL	2026-06-30
GF Goldstone Financial Group, LLCDiversified strategy	$1.1B	+18.6%	243 +14	VOO	2026-06-30
SA Stansberry Asset Management, LLCDiversified strategy	$1.1B	+12.2%	145 +4	GOOGL	2026-06-30
AP Alta Park Capital, LPHigh-turnover trader	$1.1B	+70.1%	27 +2	SNDK	2026-06-30
IF Intrua Financial, LLCDiversified strategy	$1.1B	+12.6%	495 +36	SPYM	2026-06-30
AA Asset Advisors Investment Management, LLCDiversified strategy	$1.1B	+4.0%	102 -4	SCHB	2026-06-30
RA Rational Advisors, Inc.Diversified strategy	$1.1B	+11.3%	231 +2	AGG	2026-06-30
BW Bison Wealth, LLCDiversified strategy	$1.1B	+5.1%	490 +28	OVL	2026-06-30
TC Trybe Capital Management LPSector-focused	$1.1B	+87.4%	8 +1	NVDA	2026-06-30
LE Legacy Edge Advisors, LLCDiversified strategy	$1.1B	+14.4%	239 +16	VCIT	2026-06-30
CF Common Fund For Nonprofit OrganizationsMomentum follower	$1.1B	+5.1%	29 +3	SPY	2026-06-30
GB Granite Bay Wealth Management, LLCDiversified strategy	$1.1B	+131.0%	207 +113	VUG	2026-06-30
PA Palisade Asset Management, LLCDiversified strategy	$1.1B	+8.8%	204 +9	AAPL	2026-06-30
GH Graham Holdings CoConcentrated strategy	$1.1B	+12.0%	6	GOOG	2026-06-30
DS Dock Street Asset Management IncDiversified strategy	$1.1B	+13.7%	64 +6	NVDA	2026-06-30
BF Boulay Financial Advisors, LLCQuality / disciplined sizing	$1.1B	+24.0%	6 +1	FNDX	2026-06-30
GW Great Waters Wealth ManagementLong-term holder	$1.1B	+14.2%	128 +7	DFUS	2026-06-30
HM Hook Mill Capital Partners, LPSector-focused	$1.1B	-5.0%	37 -2	W	2026-06-30
KF Kmg Fiduciary Partners, LLCDiversified strategy	$1.1B	-20.4%	207 -54	AAPL	2026-06-30
WI Water Island Capital LLCDiversified strategy	$1.1B	+20.0%	85 -13	TMHC	2026-06-30
TI TriCert Investment Counsel Inc.Diversified strategy	$1.1B	—	88	XLK	2026-06-30
JI Jia Investment Alliance Pte. LTD.Momentum follower	$1.1B	+12.3%	23 -1	GOOGL	2026-06-30
IC Ironvine Capital Partners, LLCDiversified strategy	$1.1B	+17.9%	57 +1	AMZN	2026-06-30
SG Steel Grove Capital Advisors, LLCMomentum follower	$1.1B	+13.0%	226 +5	VOO	2026-06-30
GL Graves Light Lenhart Wealth, Inc.Diversified strategy	$1.1B	+11.5%	203 +6	AGG	2026-06-30
OH Oak Harvest Investment ServicesDiversified strategy	$1.1B	+11.8%	209 -20	VGSH	2026-06-30
CC Cypress Capital GroupDiversified strategy	$1.1B	+20.5%	351 +67	AAPL	2026-06-30
TS Tamar Securities, LLCDiversified strategy	$1.1B	+14.6%	98 +7	GOOG	2026-06-30
MS Morgan Stanley Institutional Investment Advisors LLCConcentrated strategy	$1.1B	+3.2%	5	ENB	2026-06-30
LA Legacy Advisors, LLCDiversified strategy	$1.1B	+26.2%	337 +58	QLTY	2026-06-30
BB Broad Bay Capital Management, LPHigh-turnover trader	$1.1B	-9.0%	24 -2	AIR	2026-06-30
CF Center for Financial Planning, Inc.Momentum follower	$1.1B	+11.7%	669 +6	VOO	2026-06-30
JC Jag Capital Management, LLCDiversified strategy	$1.1B	+20.1%	162 +1	AAPL	2026-06-30
UI Uniplan Investment Counsel, Inc.Diversified strategy	$1.1B	+9.5%	213 -8	WELL	2026-06-30
BF Bedel Financial Consulting, Inc.Sector-focused	$1.1B	+19.9%	313 +13	LLY	2026-06-30
SD Schneider Downs Wealth Management Advisors, LPDiversified strategy	$1.1B	+17.4%	177 +21	FHI	2026-06-30
NA NWF Advisory Services Inc.Diversified strategy	$1.1B	+20.1%	456 +45	MU	2026-06-30
PT Petrus Trust Company, LTAMomentum follower	$1.1B	+16.2%	27	SPY	2026-06-30
CI Cutler Investment Counsel LLCDiversified strategy	$1.1B	+9.4%	157 +11	VO	2026-06-30
BD Brehaut David PascalConcentrated strategy	$1.1B	+17.0%	1	KSPI	2026-06-30
PC Polaris Capital Management, LLCDiversified strategy	$1.1B	-13.2%	84	BPOP	2026-06-30
SA Synergy Asset Management, LLCDiversified strategy	$1.1B	+12.6%	274 +22	MSFT	2026-06-30

Showing 2,398-2,448 of 13,275 institutions