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
AG Artal Group S.A.Concentrated strategy	$931.1M	-7.9%	2	CAVA	2026-06-30
BC Bronte Capital Management Pty Ltd.Diversified strategy	$931.1M	-7.8%	58 +4	REGN	2026-06-30
NS Night Squared LPDiversified strategy	$930.4M	+36.7%	69 -3	RSG	2026-06-30
CI Capital Investment Counsel, IncDiversified strategy	$929.3M	+13.9%	266 +17	AAPL	2026-06-30
CA Claret Asset Management CorpDiversified strategy	$928.3M	+10.9%	498 +143	GOOGL	2026-06-30
IC Ikarian Capital, LLCDiversified strategy	$928.2M	-24.6%	156 -5	ABVX	2026-06-30
FS Fort Sheridan Advisors LLCDiversified strategy	$927.9M	+12.1%	299 +17	AAPL	2026-06-30
RC Redwood Capital Management, LLCContrarian	$927.4M	+37.6%	25 +3	VSAT	2026-06-30
AW Arista Wealth Management, LLCDiversified strategy	$926.7M	+12.8%	266 +13	DFAU	2026-06-30
CB Community Bank, N.A.Diversified strategy	$926.3M	+10.3%	726 +28	AAPL	2026-06-30
AA Abc Arbitrage SADiversified strategy	$926.1M	+23.0%	381 +17	DEO	2026-06-30
MP Mbb Public Markets I LLCMomentum follower	$926.0M	+10.3%	26 +1	PGR	2026-06-30
BW Barlow Wealth Partners, LLCDiversified strategy	$925.5M	+2.8%	149 +12	GOOG	2026-06-30
RB Roble, Belko & Company, IncDiversified strategy	$925.3M	+17.6%	486 -1	VTI	2026-06-30
SA Silverback Asset Management LLCDiversified strategy	$924.8M	+32.3%	68 +5	IWM	2026-06-30
GW Geometric Wealth AdvisorsConcentrated strategy	$924.5M	+15.8%	94 +9	DFAC	2026-06-30
MW Maridea Wealth Management LLCDiversified strategy	$924.1M	+34.4%	547 +93	BIL	2026-06-30
JJ James J. Burns & Company, LLCDiversified strategy	$923.5M	+25.3%	163 +8	VV	2026-06-30
AW Alaska Wealth Advisors, LLCSector-focused	$923.2M	+10.9%	90 +5	SPY	2026-06-30
DG Delta Global Management LPDiversified strategy	$921.7M	-24.6%	149 -5	WMT	2026-06-30
SA SoftVest Advisors, LLCConcentrated strategy	$921.1M	+5.6%	9 +4	TPL	2026-06-30
AC Axq Capital, LPDiversified strategy	$919.7M	+18.4%	960 -13	CLF	2026-06-30
VC Violich Capital Management, Inc.Diversified strategy	$919.3M	+7.5%	122 +4	GOOG	2026-06-30
TW TFO Wealth Partners, LLCMomentum follower	$919.3M	+25.0%	65 -7	VEA	2026-06-30
SI SJS Investment Consulting Inc.Momentum follower	$918.7M	+12.2%	3,488 +593	DFAC	2026-06-30
SP Strategic Planning Group, LLCDiversified strategy	$918.0M	+28.3%	75 +3	SCIO	2026-06-30
HI Harvey Investment Co LLCDiversified strategy	$917.8M	+0.9%	100 +1	ORLY	2026-06-30
QI Quantitative Investment Management, LLCDiversified strategy	$917.4M	-4.7%	346 -17	XLV	2026-06-30
AG Avalon Global Asset Management LLCSector-focused	$917.0M	+26.7%	38 -3	AMZN	2026-06-30
RF RTD Financial Advisors, Inc.Diversified strategy	$916.9M	+12.7%	120 +6	IVV	2026-06-30
TC Twin Capital Management IncDiversified strategy	$916.4M	+18.1%	269 -2	AAPL	2026-06-30
DL De Lisle Partners LLPDiversified strategy	$916.2M	+9.6%	178 +4	ECG	2026-06-30
GC Greenvale Capital LLPSector-focused	$915.6M	+0.4%	11 -1	RUN	2026-06-30
AC AGAVE CAPITAL MANAGEMENT LtdHigh-turnover trader	$914.8M	+47.2%	12 +4	IVV	2026-06-30
KW King Wealth Management GroupDiversified strategy	$914.3M	+14.3%	176 +18	IVV	2026-06-30
SF Symphony Financial, Ltd. Co.Diversified strategy	$914.3M	+21.1%	371 +56	SPTM	2026-06-30
MA Mjp Associates Inc /advDiversified strategy	$914.2M	+11.0%	233 +2	VOO	2026-06-30
IP ICICI Prudential Asset Management Co LtdDiversified strategy	$913.2M	+9.7%	157 +2	ASHR	2026-06-30
PW Pitcairn Wealth Advisors LLCDiversified strategy	$912.9M	-16.0%	281 +10	IWV	2026-06-30
WC Wallace Capital Management Inc.Momentum follower	$912.1M	+4.7%	77 +2	GHC	2026-06-30
CG Castellan GroupConcentrated strategy	$912.1M	+25.7%	41 +4	CTEF	2026-06-30
JS JT Stratford LLCDiversified strategy	$912.0M	+16.1%	321 +24	IWB	2026-06-30
NC Nelson Capital Management, LLCSector-focused	$911.6M	+11.3%	120 +12	NVDA	2026-06-30
PI Permian Investment Partners, LPMomentum follower	$911.5M	+0.7%	13	TIC	2026-06-30
PL Pacific Life Fund Advisors LLCHigh-turnover trader	$909.6M	+4.5%	27 +6	IVE	2026-06-30
FW FORM Wealth Advisors, LLCMomentum follower	$909.3M	+6.5%	61 +3	IVV	2026-06-30
TV Tennessee Valley Asset Management PartnersDiversified strategy	$906.5M	+19.7%	207 +16	SPYM	2026-06-30
GI Greatmark Investment Partners, Inc.Diversified strategy	$906.5M	+6.2%	153 +8	AFL	2026-06-30
OR Oak Root LLCConcentrated strategy	$906.3M	+10.5%	10	AVUS	2026-06-30
MG Manchester Global ManagementSector-focused	$906.0M	+20.9%	23	AMZN	2026-06-30
OW One Wealth Advisors, LLCDiversified strategy	$905.7M	+12.8%	326 +22	SPYM	2026-06-30

Showing 2,653-2,703 of 13,275 institutions