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
CM Columbus Macro, LLCDiversified strategy	$1.0B	+9.8%	207 +7	IDEV	2026-06-30
EC Engine Capital Management, LPMomentum follower	$1.0B	+24.1%	29 +3	AVTR	2026-06-30
CH Columbus Hill Capital Management, L.P.Contrarian	$1.0B	+52.7%	30 +6	QQQ	2026-06-30
AC Apis Capital Advisors, LLCDiversified strategy	$1.0B	+58.5%	60 +8	GTX	2026-06-30
RT RH Tailwind Management, LLCDiversified strategy	$1.0B	+31.4%	58 +1	SMHC	2026-06-30
IL Invst, LLCDiversified strategy	$1.0B	+15.8%	359 +18	IVV	2026-06-30
IW Insight Wealth Strategies, LLCDiversified strategy	$1.0B	+14.4%	183 +6	PAAA	2026-06-30
TF Toth Financial Advisory CORPDiversified strategy	$1.0B	+12.4%	880 -38	GOOGL	2026-06-30
MF Moisand Fitzgerald Tamayo, LLCDiversified strategy	$1.0B	+10.0%	537 +19	DFAI	2026-06-30
KW Keebeck Wealth ManagementDiversified strategy	$1.0B	+15.2%	471 +45	IVV	2026-06-30
NA Ntv Asset Management LLCDiversified strategy	$1.0B	+12.2%	317 +6	SPY	2026-06-30
CI Capital Investment Services of America, Inc.Diversified strategy	$1.0B	+6.6%	83 +3	NVDA	2026-06-30
PS Portfolio Strategies, Inc.Diversified strategy	$1.0B	+25.7%	81 +6	IXN	2026-06-30
JP Jabodon Pt CoMomentum follower	$1.0B	+18.5%	8	VOO	2026-06-30
GC Greenwood Capital Associates LLCDiversified strategy	$1.0B	+12.3%	284 -2	AAPL	2026-06-30
ML MORGUARD LINCLUDEN GLOBAL INVESTMENTS LtdDiversified strategy	$1.0B	+8.5%	68 -2	RY	2026-06-30
TW Tritonpoint Wealth, LLCDiversified strategy	$1.0B	+9.0%	281 +13	AAPL	2026-06-30
CF Ckw Financial GroupConcentrated strategy	$1.0B	+11.0%	317 +151	IVV	2026-06-30
GC Genus Capital Management Inc.Diversified strategy	$1.0B	+16.4%	204 +15	NVDA	2026-06-30
RW Redhawk Wealth Advisors, Inc.Diversified strategy	$1.0B	+12.1%	408 +21	SPY	2026-06-30
AH Allen Holding Inc /nyConcentrated strategy	$1.0B	+0.6%	10 +1	KO	2026-06-30
DP Dream Peak Capital LtdSector-focused	$1.0B	+50.1%	7 +1	CVNA	2026-06-30
NF Nan Fung TrinityDiversified strategy	$1.0B	+11.2%	55 -7	AMD	2026-06-30
HP Havemeyer Place LPDiversified strategy	$1.0B	+16.9%	495 -3	KLAC	2026-06-30
LC Lavaca Capital LLCSector-focused	$1.0B	+79.4%	358 +72	CRWV	2026-06-30
AL Accel Leaders 4 Associates L.P.Concentrated strategy	$1.0B	+112.9%	1	NBIS	2026-06-30
CM Counterpoint Mutual Funds LLCDiversified strategy	$1.0B	+51.8%	295 +1	IVV	2026-06-30
QF Quantum Financial Advisors, LLCDiversified strategy	$1.0B	+13.4%	251 +20	AVUS	2026-06-30
DP DiNuzzo Private Wealth, Inc.Diversified strategy	$1.0B	+8.9%	1,351 +2	DFCF	2026-06-30
GC Gladstone Capital Management LLPMomentum follower	$1.0B	+1.5%	40 +8	GOOGL	2026-06-30
IW IAG Wealth Partners, LLCDiversified strategy	$1.0B	+12.8%	508 -1	SPYM	2026-06-30
SG Steigerwald, Gordon & Koch Inc.Diversified strategy	$1.0B	+3.6%	765 -17	AAPL	2026-06-30
KC KR Capital LPDiversified strategy	$1.0B	+102.2%	79 +30	ARMK	2026-06-30
CF Catalyst Financial Partners LLCDiversified strategy	$1.0B	+19.1%	416 +46	IVV	2026-06-30
GB Grove Bank & TrustDiversified strategy	$1.0B	+14.0%	1,039 +32	VOO	2026-06-30
OA Occidental Asset Management, LLCDiversified strategy	$1.0B	+19.3%	328 +44	NVDA	2026-06-30
ES Eagle Strategies LLCDiversified strategy	$1.0B	+20.2%	273 +15	SPYM	2026-06-30
PA Patton Albertson Miller Group, LLCDiversified strategy	$1.0B	+19.3%	213 +1	NVDA	2026-06-30
MV Mar Vista Investment Partners LLCMomentum follower	$1.0B	+0.5%	33 -2	NVDA	2026-06-30
BW B&D White Capital Company, LLCDiversified strategy	$1.0B	+24.2%	94 +20	AVUS	2026-06-30
SW Sendero Wealth Management, LLCDiversified strategy	$1.0B	+11.1%	330 +9	VTI	2026-06-30
BW BlueStem Wealth Partners, LLCDiversified strategy	$1.0B	+11.6%	127 +3	SCHF	2026-06-30
KL Kim, LLCDiversified strategy	$1.0B	+2.8%	69 +5	SPY	2026-06-30
FA Fulcrum Asset Management LLPDiversified strategy	$1.0B	+51.6%	1,037 +817	NVDA	2026-06-30
AR Advisory Research IncDiversified strategy	$1.0B	+23.2%	166 -4	MYE	2026-06-30
HW Hohimer Wealth Management, LLCDiversified strategy	$1.0B	+18.3%	402 +15	MSFT	2026-06-30
HF Howard Financial Services, LTD.Diversified strategy	$1.0B	+12.8%	269 +46	QUAL	2026-06-30
SS Sheets Smith Wealth ManagementDiversified strategy	$1.0B	+12.6%	408 +15	VOO	2026-06-30
LO Liberty One Investment Management, LLCDiversified strategy	$1.0B	+3.1%	219 +2	LLY	2026-06-30
AW Ascent Wealth Partners, LLCDiversified strategy	$1.0B	+16.2%	200 +12	QQQ	2026-06-30
EF Embree Financial GroupDiversified strategy	$998.6M	+17.6%	290 +25	QQQ	2026-06-30

Showing 2,500-2,550 of 13,275 institutions