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
1W 180 Wealth Advisors, LLCDiversified strategy	$997.5M	+13.4%	493 +21	MSFT	2026-06-30
HW HHM Wealth Advisors, LLCDiversified strategy	$996.0M	+14.6%	905 +15	SCHD	2026-06-30
LG Leuthold Group, LLCDiversified strategy	$995.2M	+6.0%	237 +26	SPDN	2026-06-30
RB Romano Brothers And CompanyDiversified strategy	$994.4M	+13.0%	331 +12	VOO	2026-06-30
SF Souders Financial AdvisorsDiversified strategy	$994.1M	+13.4%	224 +8	CGCP	2026-06-30
AG Absolute Gestao de Investimentos Ltda.High-turnover trader	$994.1M	+13.3%	45 -29	VOD	2026-06-30
RC Rock Creek Group LLCDiversified strategy	$993.7M	+0.6%	63 +2	ITOT	2026-06-30
PA Power Alpha Investment LtdConcentrated strategy	$993.6M	+13.7%	4 -1	SPY	2026-06-30
DA Denali Advisors LLCDiversified strategy	$993.0M	+10.4%	318 +11	NVDA	2026-06-30
NM NINE MASTS CAPITAL LtdLong-term holder	$992.8M	+43.4%	170 -79	SPY	2026-06-30
CA Capital Advisors, Ltd. LLCDiversified strategy	$991.2M	+12.7%	1,518 -37	SPY	2026-06-30
JP Jamison Private Wealth Management, Inc.Diversified strategy	$990.4M	+20.4%	224 +10	AMAT	2026-06-30
MW MLG Wealth Management DBA Pine Grove Financial GroupDiversified strategy	$990.2M	+15.1%	218 +29	IVV	2026-06-30
KI Ktf Investments, LLCDiversified strategy	$989.4M	+69.3%	93 +2	DORM	2026-06-30
SO State of WyomingDiversified strategy	$989.1M	+17.2%	1,872 +89	SPY	2026-06-30
NG Novem GroupDiversified strategy	$987.9M	+13.2%	920	PYLD	2026-06-30
AC Archford Capital Strategies, LLCDiversified strategy	$987.5M	+13.1%	359 +18	IEMG	2026-06-30
GE Global Endowment Management, LPSector-focused	$986.5M	+10.1%	72 -54	VT	2026-06-30
FP Financial Partners Group, IncDiversified strategy	$985.1M	+17.8%	250 +23	IVV	2026-06-30
SA Southeast Asset Advisors, LLCDiversified strategy	$984.5M	+7.9%	225 +8	GOOG	2026-06-30
FF Fiduciary Financial AdvisorsDiversified strategy	$984.4M	+778.2%	49,774 +49,532	SPYM	2026-06-30
LI LVZ, Inc.Diversified strategy	$984.3M	+12.3%	177 +16	IVW	2026-06-30
SG Stanley-Laman Group, Ltd.Diversified strategy	$984.2M	+20.9%	298 +3	LRCX	2026-06-30
CP Central Pacific Bank - Trust DivisionDiversified strategy	$984.1M	+25.6%	1,037 +67	IVV	2026-06-30
CV Cheviot Value Management, LLCDiversified strategy	$984.0M	-1.2%	443 +17	BRK-B	2026-06-30
MH Marble Harbor Investment Counsel, LLCDiversified strategy	$984.0M	+6.6%	200 +8	AAPL	2026-06-30
JI James Investment Research, Inc.Diversified strategy	$983.8M	+10.4%	375 +16	GOOGL	2026-06-30
IA Infinitum Asset Management, LLCSector-focused	$983.2M	+22.8%	20 -2	SE	2026-06-30
GP Greenline Partners, LLCDiversified strategy	$983.0M	+5.7%	175 +4	VXUS	2026-06-30
TF Twin Focus Capital Partners, LLCDiversified strategy	$982.7M	+12.8%	170 -3	IEFA	2026-06-30
CW Cabot Wealth Management IncDiversified strategy	$982.2M	+13.0%	142 +3	TSM	2026-06-30
VC Van Cleef Asset Management,IncDiversified strategy	$981.0M	+5.6%	119 +1	PGR	2026-06-30
SC Stillwater Capital Advisors, LLCDiversified strategy	$980.6M	+11.9%	71 +3	AAPL	2026-06-30
HI Hill Investment Group Partners, LLCSector-focused	$980.4M	+8.3%	61 +11	EBI	2026-06-30
PA Perseverance Asset Management InternationalSector-focused	$979.0M	+7.7%	28 -5	TSM	2026-06-30
PH Parkman Healthcare Partners LLCDiversified strategy	$976.8M	+0.7%	77 -13	MBX	2026-06-30
KC Kingdon Capital Management, L.l.c.Diversified strategy	$976.2M	+7.2%	74 +7	SOXX	2026-06-30
AC Arini Capital Management LtdConcentrated strategy	$974.7M	+53.8%	28 +22	ECHO	2026-06-30
FM Family Manage LLCDiversified strategy	$974.7M	+16.9%	324 +19	VBIL	2026-06-30
PF Patriot Financial Group Insurance Agency, LLCDiversified strategy	$974.0M	-45.1%	491 -210	AAPL	2026-06-30
SI Seeds Investor LLCDiversified strategy	$973.3M	+32.5%	379 +29	VTI	2026-06-30
ZI ZEGA Investments, LLCMomentum follower	$973.0M	+9.3%	730 +431	SPY	2026-06-30
RI RPG Investment Advisory, LLCDiversified strategy	$972.9M	+17.4%	93 +1	NVDA	2026-06-30
PC Permanens Capital L.P.Diversified strategy	$972.4M	+25.3%	100 +12	BIL	2026-06-30
IA Integrity Advisory Solutions, LLCDiversified strategy	$971.7M	+28.4%	336 +43	DFAC	2026-06-30
TC Troluce Capital Advisors LLCHigh-turnover trader	$971.0M	-40.5%	26 -44	IWM	2026-06-30
EW Evermay Wealth Management LLCDiversified strategy	$970.9M	+7.6%	651 +57	SPTI	2026-06-30
MW Marietta Wealth Management, LLCDiversified strategy	$970.6M	+15.4%	133 +4	GOOGL	2026-06-30
NI Noked Israel LtdConcentrated strategy	$969.9M	+43.3%	11 -2	TSM	2026-06-30
RW RMG Wealth Management LLCMomentum follower	$969.5M	+11.9%	585 -31	SCHG	2026-06-30
DC Disciplina Capital Management LLCMomentum follower	$968.0M	+2.6%	69	AGG	2026-06-30

Showing 2,551-2,601 of 13,275 institutions