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
SW Stockman Wealth Management, Inc.Diversified strategy	$967.7M	+6.8%	178	IJR	2026-06-30
L& L & S Advisors IncDiversified strategy	$967.4M	+21.7%	236 +3	AAPL	2026-06-30
IE Intrinsic Edge Capital Management LLCDiversified strategy	$967.4M	+60.5%	120 +9	ARM	2026-06-30
RW Revolve Wealth Partners, LLCDiversified strategy	$965.2M	+25.4%	356 +126	VTI	2026-06-30
BS Bath Savings Trust CoDiversified strategy	$965.1M	+3.1%	278 +9	AAPL	2026-06-30
BE Baker Ellis Asset Management LLCDiversified strategy	$964.1M	+14.4%	265 +11	VTI	2026-06-30
GI Goodnow Investment Group, LLCSector-focused	$963.7M	+5.6%	23 -6	CVNA	2026-06-30
AC Aviance Capital Partners, LLCDiversified strategy	$963.2M	+12.8%	388 +20	AAPL	2026-06-30
LA L2 Asset Management, LLCDiversified strategy	$962.8M	-8.4%	411 +14	JAAA	2026-06-30
LG Leonard Green & Partners, L.P.High-turnover trader	$962.2M	-65.2%	4 -2	LTH	2026-06-30
SC Silverarc Capital Management, LLCDiversified strategy	$962.2M	-1.8%	73	ASCENDIS PHARMA A/S	2026-06-30
PL Parthenon LLCDiversified strategy	$962.0M	+10.0%	133 +6	MSFT	2026-06-30
AA Ardsley Advisory Partners LPDiversified strategy	$960.2M	+22.4%	145 -6	SNDK	2026-06-30
RA Ramirez Asset Management, Inc.Diversified strategy	$959.9M	+15.4%	360 +11	TSM	2026-06-30
BJ Burns J W & Co Inc/nyDiversified strategy	$959.5M	+9.9%	189 +6	AAPL	2026-06-30
WI Wahed Invest LLCDiversified strategy	$958.1M	+24.4%	227 +2	NVDA	2026-06-30
BW Buck Wealth Strategies, LLCDiversified strategy	$956.2M	+18.1%	1,170 +1,004	IVV	2026-06-30
RW River Wealth Advisors LLCDiversified strategy	$955.7M	+9.8%	217 +12	AAPL	2026-06-30
LA Lifeworks Advisors, LLCDiversified strategy	$955.0M	+22.5%	337 +40	SPDW	2026-06-30
VF Victory Financial Group, LLCDiversified strategy	$952.9M	+17.0%	399 +51	IWY	2026-06-30
CA Claro Advisors Inc.Diversified strategy	$952.8M	+14.8%	533 +27	VOO	2026-06-30
NO Night Owl Capital Management, LLCMomentum follower	$952.8M	+11.1%	30	GOOG	2026-06-30
CL Cvfg LLCDiversified strategy	$952.1M	+18.4%	250 +11	SPTM	2026-06-30
EW Elyxium Wealth, LLCDiversified strategy	$952.1M	+205.3%	1,014 +370	NVDA	2026-06-30
MC Makena Capital Management LLCMomentum follower	$951.8M	+9.9%	26 -1	VOO	2026-06-30
AW Abacus Wealth Partners, LLCDiversified strategy	$951.6M	-13.1%	322 -182	DFSB	2026-06-30
LR L. Roy Papp & Associates, LLPDiversified strategy	$951.4M	+9.7%	193 +9	AAPL	2026-06-30
GA Griffin Asset Management, Inc.Diversified strategy	$948.9M	+7.0%	245 +17	AAPL	2026-06-30
DC Diametric Capital, LPDiversified strategy	$948.5M	+146.5%	474 +1	SPY	2026-06-30
TI Total Investment Management IncDiversified strategy	$948.4M	+10.6%	89	SPY	2026-06-30
GA GFS Advisors, LLCDiversified strategy	$948.4M	+20.9%	266 +106	CAH	2026-06-30
AO Asset One Wealth Management LLCDiversified strategy	$947.7M	+4.8%	347 +11	MSFT	2026-06-30
UA United Advisor Group, LLCDiversified strategy	$947.7M	+16.8%	544 +36	NVDA	2026-06-30
WD Wendell David Associates IncDiversified strategy	$946.7M	+3.0%	155 +4	AAPL	2026-06-30
OC Oarsman Capital, Inc.Diversified strategy	$944.8M	+17.3%	244 +5	AGG	2026-06-30
SC Sylebra Capital LLCConcentrated strategy	$944.5M	+22.1%	9 -2	AEVA	2026-06-30
OW Old West Investment Management, LLCDiversified strategy	$944.2M	+2.3%	124 +1	BRKR	2026-06-30
HT Headlands Technologies LLCDiversified strategy	$942.5M	+7.4%	695 -17	AMZN	2026-06-30
AF Allegheny Financial GroupDiversified strategy	$942.0M	+27.0%	305 +15	PVAL	2026-06-30
M& Middleton & Co Inc/maDiversified strategy	$941.9M	+7.4%	170 +6	GOOGL	2026-06-30
WH Wealth High Governance Asset Management Ltda.Diversified strategy	$939.5M	+46.6%	50 -1	GNRC	2026-06-30
FW FSM Wealth Advisors, LLCDiversified strategy	$939.0M	+20.6%	352 +34	JPIB	2026-06-30
PC Pinnbrook Capital Management LPDiversified strategy	$938.1M	+144.4%	103 +58	QQQ	2026-06-30
AP Archon Partners LLCMomentum follower	$936.8M	+10.9%	37 -2	GOOGL	2026-06-30
HP High Probability Advisors, LLCDiversified strategy	$935.0M	+19.7%	75 +8	GSLC	2026-06-30
SM Scoggin Management LPHigh-turnover trader	$934.8M	-9.9%	69 +18	WULF	2026-06-30
FT First Turn Management, LLCSector-focused	$934.7M	+4.4%	31 -2	RVMD	2026-06-30
AC Ashford Capital Management IncDiversified strategy	$932.6M	+15.3%	108 +9	LGND	2026-06-30
PA Planning Alternatives LTD /advMomentum follower	$932.6M	+20.4%	129 +18	IVV	2026-06-30
SA Sycomore Asset ManagementDiversified strategy	$931.6M	+29.8%	73 -1	MU	2026-06-30
AC Ashe Capital Management, LPSector-focused	$931.5M	+16.8%	7	DDOG	2026-06-30

Showing 2,602-2,652 of 13,275 institutions