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
PC Planning Center, Inc.Diversified strategy	$1.1B	+7.4%	84 +6	DUSB	2026-06-30
R& Rhenman & Partners Asset Management ABDiversified strategy	$1.1B	+30.7%	99 +13	UNH	2026-06-30
JS J. Stern & Co. LLPDiversified strategy	$1.1B	+2.7%	51 +2	NVDA	2026-06-30
GX Greylock XIV GP LLCConcentrated strategy	$1.1B	-14.4%	1	FIG	2026-06-30
RC Red Cedar Investment Management, LLCDiversified strategy	$1.1B	+9.5%	91 -1	VONE	2026-06-30
MP Minneapolis Portfolio Management Group, LLCQuality / disciplined sizing	$1.1B	+12.0%	34 +1	GLW	2026-06-30
CI Convergence Investment Partners, LLCDiversified strategy	$1.1B	+72.8%	241 +6	NVDA	2026-06-30
FM Financial Management Professionals, Inc.Diversified strategy	$1.1B	+18.3%	1,055 +92	GSLC	2026-06-30
FF FengHe Fund Management Pte. Ltd.High-turnover trader	$1.1B	+45.7%	18 -13	MKSI	2026-06-30
FP Financial Plan, Inc.Diversified strategy	$1.1B	+13.0%	95 +1	AVUS	2026-06-30
WC Wealthcare Capital Management LLCSector-focused	$1.1B	+5.4%	105 +11	VTI	2026-06-30
AH Abner Herrman & Brock LLCDiversified strategy	$1.1B	+16.4%	111 +3	NVDA	2026-06-30
PS Per Stirling Capital Management, LLC.Diversified strategy	$1.1B	+16.4%	338 +28	IVV	2026-06-30
PG Portland Global Advisors LLCDiversified strategy	$1.1B	+12.2%	154 +8	SPY	2026-06-30
VQ V-Square Quantitative Management LLCDiversified strategy	$1.1B	+11.2%	725 +4	AGG	2026-06-30
MA Melqart Asset ManagementMomentum follower	$1.1B	+3.6%	40 -1	WBD	2026-06-30
PW Pinnacle Wealth Planning Services, Inc.Diversified strategy	$1.0B	+8.5%	2,749 +12	SPSM	2026-06-30
PW Provenance Wealth Advisors, LLCSector-focused	$1.0B	+11.1%	609 +197	ITOT	2026-06-30
AW Accurate Wealth Management, LLCDiversified strategy	$1.0B	+26.2%	576 +43	NVDA	2026-06-30
MF Mirabella Financial Services LLPHigh-turnover trader	$1.0B	-1.0%	666 -223	ADS TEC ENERGY PLC	2026-06-30
TN True North Advisors, LLCDiversified strategy	$1.0B	+19.2%	291 +46	LII	2026-06-30
TC Tetrad CORPConcentrated strategy	$1.0B	+4.5%	3	BRK-B	2026-06-30
SS Summit Securities Group LLCDiversified strategy	$1.0B	+29.1%	1,135 +120	STATE STR SPDR S&P 500 ETF T	2026-06-30
CF Cahill Financial Advisors IncDiversified strategy	$1.0B	+12.8%	332 +9	VUG	2026-06-30
GK George Kaiser Family FoundationConcentrated strategy	$1.0B	+18.0%	105 +34	BOKF	2026-06-30
KC Kera Capital Partners, Inc.Diversified strategy	$1.0B	+27.8%	634 +64	NVDA	2026-06-30
OM One Madison Group LLCMomentum follower	$1.0B	+20.2%	27 -1	CR	2026-06-30
LP Long Pond Capital, LPSector-focused	$1.0B	-0.6%	31 -2	SBAC	2026-06-30
WC Westerkirk Capital Inc.Diversified strategy	$1.0B	+12.0%	212 +4	SGOV	2026-06-30
US U S Global Investors IncDiversified strategy	$1.0B	+21.2%	146 -16	AAL	2026-06-30
SO Sr One Capital Management, LPSector-focused	$1.0B	+13.5%	15 +1	MANE	2026-06-30
HT Harbour Trust & Investment Management CoDiversified strategy	$1.0B	+10.2%	297 +11	NVDA	2026-06-30
PW Private Wealth Asset Management, LLCDiversified strategy	$1.0B	+10.9%	930 +7	IVV	2026-06-30
CW Caliber Wealth Management, LLC / KsDiversified strategy	$1.0B	+13.3%	340 +70	IVV	2026-06-30
NE New England Private Wealth Advisors LLCDiversified strategy	$1.0B	+19.5%	205 +11	VIG	2026-06-30
OT Oak Thistle LLCDiversified strategy	$1.0B	+0.5%	466 +14	SNOW	2026-06-30
IG Iron Gate Global Advisors LLCDiversified strategy	$1.0B	+9.3%	109 +4	BRK-B	2026-06-30
AI Absolute Investment Advisers, LLCDiversified strategy	$1.0B	+21.4%	112 -10	MKSI 1.25 06-01-30	2026-06-30
SC Sierra Capital LLCDiversified strategy	$1.0B	+12.8%	301 +18	VOO	2026-06-30
IP Isthmus Partners, LLCDiversified strategy	$1.0B	+8.5%	226 +8	IEFA	2026-06-30
BI Baldwin Investment Management, LLCMomentum follower	$1.0B	+20.8%	231 +21	BRK-A	2026-06-30
LW Laurel Wealth Advisors LLCDiversified strategy	$1.0B	+2.2%	200 +8	BRK-A	2026-06-30
AI AssuredPartners Investment Advisors, LLCDiversified strategy	$1.0B	+12.4%	416 +14	XMMO	2026-06-30
AH Armstrong Henry H Associates IncMomentum follower	$1.0B	+5.2%	65 +3	MSFT	2026-06-30
PO Paradigm Operations LPConcentrated strategy	$1.0B	+8.1%	4 +1	HOOD	2026-06-30
AL Altfest L J & Co IncDiversified strategy	$1.0B	+10.3%	313 -15	QQQM	2026-06-30
RB Rodgers Brothers Inc.Diversified strategy	$1.0B	+19.0%	247 +5	COHR	2026-06-30
PI Provident Investment Management, Inc.Diversified strategy	$1.0B	+2.2%	92 +8	V	2026-06-30
QW Quadcap Wealth Management, LLCDiversified strategy	$1.0B	+17.0%	432 +34	JQUA	2026-06-30
IP Impact Partnership Wealth, LLCDiversified strategy	$1.0B	+27.0%	456 +91	BIL	2026-06-30
MC Massar Capital Management, LPHigh-turnover trader	$1.0B	+10.1%	265 +19	TLT	2026-06-30

Showing 2,449-2,499 of 13,275 institutions