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 Strategic Wealth Investment Group, LLCDiversified strategy	$824.7M	+4.7%	104 +10	SPTI	2026-06-30
JG John G Ullman & Associates IncDiversified strategy	$824.4M	+9.3%	181 +7	GLW	2026-06-30
RP Rice Partnership, LLCDiversified strategy	$823.9M	+12.6%	171 -7	JPIB	2026-06-30
WR Werba Rubin Papier Wealth ManagementDiversified strategy	$823.5M	+14.7%	309 +31	AVUS	2026-06-30
IA Intellus Advisors LLCDiversified strategy	$823.5M	+12.5%	134 +9	QQQ	2026-06-30
MG McGowan Group Asset Management, Inc.Diversified strategy	$823.1M	+4.8%	154	JGH	2026-06-30
OI Orange Investment Advisors, Inc.Diversified strategy	$823.0M	+6.7%	143 -2	LLY	2026-06-30
LS Leelyn Smith, LLCDiversified strategy	$822.3M	+15.3%	157 +3	MGK	2026-06-30
SC Sirios Capital Management L PDiversified strategy	$822.3M	-0.3%	86 +5	GEV	2026-06-30
SC Sivia Capital Partners, LLCDiversified strategy	$822.1M	+59.4%	540 +85	CRWV	2026-06-30
GS Greenup Street Wealth Management LLCDiversified strategy	$821.7M	+15.7%	141 +14	QQQ	2026-06-30
AC Avenir CORPDiversified strategy	$820.7M	+0.0%	79 +7	MSFT	2026-06-30
LF Legacy Financial Advisors, Inc.Diversified strategy	$820.4M	+14.7%	435 +31	DGRW	2026-06-30
CA Capital Advantage, Inc.Diversified strategy	$819.6M	+7.2%	150 +5	CGMS	2026-06-30
FA Faithward Advisors, LLCDiversified strategy	$819.4M	+16.9%	339 +13	IBD	2026-06-30
CC Canal Capital Management, LLCDiversified strategy	$818.7M	+10.8%	220 +13	ODFL	2026-06-30
LS LaSalle St. Investment Advisors, LLCDiversified strategy	$818.1M	+15.2%	429 +18	VTI	2026-06-30
D& Dillon & Associates IncDiversified strategy	$817.2M	+12.5%	80 +5	NVDA	2026-06-30
FR Fund Resources Investment Holding Group Co LtdHigh-turnover trader	$817.0M	+900.5%	7 +6	MU	2026-06-30
MC Mirador Capital Partners LPDiversified strategy	$816.8M	+15.6%	218 +13	BSJQ	2026-06-30
BI Biondo Investment Advisors, LLCDiversified strategy	$816.8M	+4.7%	89 +7	AAPL	2026-06-30
SB Schwerin Boyle Capital Management IncDiversified strategy	$816.0M	+3.5%	49 +2	BRK-B	2026-06-30
FA Financial Advisors Network, Inc.Diversified strategy	$815.6M	+12.6%	208 +4	BND	2026-06-30
AI Ayalon Insurance Comp Ltd.Diversified strategy	$815.0M	+66.5%	66 +5	VOO	2026-06-30
CW Cypress Wealth Services, LLCDiversified strategy	$814.9M	+15.1%	436 +39	AAPL	2026-06-30
MM Mitchell Mcleod Pugh & Williams IncDiversified strategy	$814.8M	+20.2%	387 +27	VOO	2026-06-30
SI Squadra Investments - Gestao De Recursos Ltda.Concentrated strategy	$814.5M	-8.9%	6	NU	2026-06-30
TV Third View Private Wealth, LLCDiversified strategy	$814.1M	+11.5%	292 +25	NVDA	2026-06-30
SC Skylands Capital, LLCDiversified strategy	$813.9M	+6.7%	166 +11	UNP	2026-06-30
WA Wallington Asset Management, LLCDiversified strategy	$813.9M	+8.2%	61 -1	VEA	2026-06-30
BP Brant Point Investment Management LLCDiversified strategy	$813.3M	+120.0%	131 -26	SPY	2026-06-30
TL Tri Locum Partners LPSector-focused	$813.2M	+14.1%	19 +2	JNJ	2026-06-30
RE Renesas Electronics America Inc.Concentrated strategy	$813.1M	+195.7%	1	WOLF	2026-06-30
CF Cambient Family Office, LLCDiversified strategy	$813.0M	+13.5%	328 +67	NVDA	2026-06-30
FA Fagan Associates, Inc.Diversified strategy	$812.7M	+13.0%	137 +2	GOOGL	2026-06-30
DM Deer Management Co. LLCHigh-turnover trader	$812.2M	+30.5%	10	STUB	2026-06-30
GC Greenland Capital Management LPDiversified strategy	$811.6M	+3.2%	296 +18	SPY	2026-06-30
KC Kavar Capital Partners Group, LLCDiversified strategy	$811.6M	+1.6%	204 -9	SCHX	2026-06-30
SD Sloy Dahl & Holst, LLCConcentrated strategy	$810.5M	+11.3%	122 +10	TSLA	2026-06-30
AC Affinity Capital Advisors, LLCDiversified strategy	$809.5M	+13.5%	203 +22	IVV	2026-06-30
AP Abacus Planning Group, Inc.Diversified strategy	$808.9M	+8.9%	259 -5	DSTL	2026-06-30
PL Polianta LtdMomentum follower	$808.8M	+7.3%	86 -2	EMB	2026-06-30
KH Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDDiversified strategy	$808.8M	+60.0%	72 +15	QQQ	2026-06-30
CI Capital Investment Counsel, LLCDiversified strategy	$808.4M	+10.8%	156 +9	SOXX	2026-06-30
ER Eagle Rock Investment Company, LLCDiversified strategy	$808.3M	+17.4%	156 -2	BND	2026-06-30
NC NFSG CorpDiversified strategy	$808.3M	+32.9%	1,245 +63	NVDA	2026-06-30
MB Mechanics Bank Trust DepartmentDiversified strategy	$808.2M	+11.9%	380 +26	SPY	2026-06-30
AW Arq Wealth Advisors, LLCDiversified strategy	$806.6M	+45.4%	209 +18	AVUS	2026-06-30
KF Klaas Financial Asset Advisors, LLCLong-term holder	$802.7M	+10.8%	59	SPYM	2026-06-30
WL White Lighthouse Investment Management Inc.Diversified strategy	$802.3M	+11.3%	151 +6	VUG	2026-06-30
BB Blue Bell Private Wealth Management, LLCDiversified strategy	$802.2M	+15.3%	716 -8	SPY	2026-06-30

Showing 2,857-2,907 of 13,275 institutions