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
HP Hikari Power LtdConcentrated strategy	$854.5M	-25.5%	43 -8	BRK-A	2026-06-30
DC Dimension Capital Management LLCDiversified strategy	$853.5M	+19.7%	141 +18	ACWI	2026-06-30
BC Brio Consultants, LLCDiversified strategy	$853.4M	+4.3%	164 +12	VOO	2026-06-30
FL FIFTHDELTA LtdMomentum follower	$852.9M	+17.7%	11	AXTA	2026-06-30
UB United BankDiversified strategy	$852.7M	+9.2%	254 +15	HUBB	2026-06-30
CC Conversant Capital LLCConcentrated strategy	$852.5M	+17.6%	17 +1	SNDA	2026-06-30
MS McGlone Suttner Wealth Management, Inc.Diversified strategy	$852.4M	+12.9%	196 +7	DFAC	2026-06-30
BE Burton Enright WelchDiversified strategy	$851.5M	+15.8%	146 +3	DFAC	2026-06-30
CA Capital Advisors Wealth Management, LLCDiversified strategy	$851.4M	+14.3%	231 +12	FNDF	2026-06-30
HG Harbor Group, Inc.Diversified strategy	$851.3M	+22.9%	115 -1	TPR	2026-06-30
HC Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.Diversified strategy	$849.3M	+14.4%	165 +12	RSP	2026-06-30
KE Kimmeridge Energy Management Company, LLCHigh-turnover trader	$848.6M	+183.4%	3 +2	VNOM	2026-06-30
EI Ellevest, Inc.Diversified strategy	$848.1M	+17.9%	469 +38	VTI	2026-06-30
AF Apollon Financial, LLCDiversified strategy	$847.6M	+17.2%	294 +34	IVV	2026-06-30
TI Think Investments LPHigh-turnover trader	$846.7M	+11.1%	22 -9	MRVL	2026-06-30
PW Peterson Wealth Advisors, LLCMomentum follower	$846.1M	+12.5%	120 +12	SPYM	2026-06-30
LW Lineweaver Wealth Advisors, LLCDiversified strategy	$844.8M	+13.9%	182 +14	IVV	2026-06-30
AG Arkos Global AdvisorsDiversified strategy	$844.5M	+6.0%	124 -75	VOO	2026-06-30
PM Parr Mcknight Wealth Management Group, LLCDiversified strategy	$844.1M	+10.7%	219 +5	IVV	2026-06-30
PC Power Corp of CanadaConcentrated strategy	$843.1M	+13.1%	1	BEN	2026-06-30
KM Kora Management LPSector-focused	$843.0M	+20.2%	10 +1	SE	2026-06-30
L& LaFleur & Godfrey LLCDiversified strategy	$842.1M	+4.8%	149 +8	AAPL	2026-06-30
WF WoodTrust Financial CorpDiversified strategy	$841.9M	+8.7%	246 +8	EFA	2026-06-30
EB Eubel Brady & Suttman Asset Management IncDiversified strategy	$841.8M	-0.4%	118 +5	BN	2026-06-30
RA Range Advisory, LLCDiversified strategy	$839.8M	+55.8%	342 +71	VOO	2026-06-30
FP First Pacific FinancialDiversified strategy	$839.3M	+8.1%	510 -153	JCPB	2026-06-30
FE Financial Enhancement Group LLCDiversified strategy	$838.7M	+3.9%	138 +2	SPYM	2026-06-30
SN Security National BankDiversified strategy	$837.9M	+22.0%	479 -22	NVDA	2026-06-30
VS Villere St Denis J & Co LLCDiversified strategy	$837.8M	-7.6%	85 +9	LGND	2026-06-30
NA Nottingham Advisors, Inc.Diversified strategy	$837.6M	+7.8%	131 +19	IEFA	2026-06-30
PW Physician Wealth Advisors, Inc.Diversified strategy	$837.4M	+16.5%	2,334 +277	IVV	2026-06-30
PA Professional Advisory Services IncDiversified strategy	$835.7M	+15.4%	93 +13	GOOG	2026-06-30
GW Glassman Wealth ServicesSector-focused	$834.6M	+13.5%	236 +49	VOO	2026-06-30
AW Artemis Wealth Advisors, LLCConcentrated strategy	$834.5M	+26.0%	55 +10	QQQ	2026-06-30
BC Breakwater Capital GroupDiversified strategy	$833.3M	+11.6%	377 +4	JQUA	2026-06-30
BE Blue Edge Capital, LLCDiversified strategy	$832.8M	+11.4%	137 +12	VUG	2026-06-30
HA Hhlr Advisors, LTD.High-turnover trader	$832.1M	-50.3%	35 -3	LEGN	2026-06-30
AC Atmos Capital Gestao De Recursos Ltda.Momentum follower	$832.0M	+16.6%	17 +1	NU	2026-06-30
NC Noesis Capital Mangement CORPDiversified strategy	$831.6M	+22.9%	124 -1	GOOG	2026-06-30
SI Sargent Investment Group, LLCDiversified strategy	$831.6M	+9.5%	279 +8	BILS	2026-06-30
AF AA Financial Advisors, LLCDiversified strategy	$831.5M	+17.1%	230 +9	VB	2026-06-30
AF American Financial Advisors, LLCDiversified strategy	$831.1M	+10.9%	169 +10	QQQ	2026-06-30
CF Compass Financial Management LLCDiversified strategy	$829.0M	—	1,694	NVDA	2026-06-30
SH Sharkey, Howes & JaverDiversified strategy	$828.7M	+11.6%	163 +10	IVV	2026-06-30
AI AdvisorShares Investments LLCDiversified strategy	$828.1M	+50.9%	269 -11	—	2026-06-30
BC Benchstone Capital Management LPHigh-turnover trader	$827.8M	-3.7%	37 -1	WH	2026-06-30
AI Arvest Investments, Inc.Diversified strategy	$826.6M	+12.7%	255 +56	VEA	2026-06-30
CI Cullen Investment Group, LTD.Diversified strategy	$826.5M	+9.1%	181 +2	AAPL	2026-06-30
CC Cardinal Capital ManagementDiversified strategy	$826.3M	+6.5%	138 +2	LLY	2026-06-30
MW Meridian Wealth Partners, LLCDiversified strategy	$826.1M	+13.4%	125 +7	SCHX	2026-06-30
PC Parsifal Capital Management, LPMomentum follower	$825.7M	-2.8%	15 -3	COMP	2026-06-30

Showing 2,806-2,856 of 13,275 institutions