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
NM Newtyn Management, LLCSector-focused	$800.9M	-14.4%	34 +1	QDEL	2026-06-30
LW Liberty Wealth Management LLCDiversified strategy	$800.4M	0.0%	268	DFAU	2026-06-30
CC Corsair Capital Management, L.p.Sector-focused	$800.2M	+18.9%	165 +14	VRT	2026-06-30
HW HORAN Wealth, LLCDiversified strategy	$800.0M	-24.0%	217 -40	IVV	2026-06-30
LO Live Oak Private Wealth LLCDiversified strategy	$799.8M	+11.5%	211 +4	DFAU	2026-06-30
J& Johnson & JohnsonContrarian	$798.7M	+22.4%	15 -1	PTGX	2026-06-30
SE Suncoast Equity ManagementDiversified strategy	$798.4M	-4.2%	63 -38	NVDA	2026-06-30
TI TrueMark Investments, LLCDiversified strategy	$798.2M	+55.4%	187 +20	MARZ	2026-06-30
GI Garden Investment Management, L.P.Concentrated strategy	$797.9M	+36.3%	2	MIDD	2026-06-30
QC Quantum Capital Management, LLC / NJMomentum follower	$797.6M	+2.1%	35 +1	HEI-A	2026-06-30
XP XY Planning Network, Inc.Diversified strategy	$797.1M	+27.3%	340 +67	DFAC	2026-06-30
AI Allied Investment Advisors, LLCDiversified strategy	$796.5M	+14.2%	110 +10	SCHD	2026-06-30
EA Emerald Advisors, LLCConcentrated strategy	$795.8M	-1.5%	130 +5	COST	2026-06-30
TC Technology Crossover Management X, Ltd.Concentrated strategy	$795.2M	+1.8%	6	NU	2026-06-30
HA Harbor Advisors LLCLong-term holder	$795.1M	+14.9%	194 -3	EQIX	2026-06-30
BC Bornite Capital Management LPHigh-turnover trader	$794.6M	+33.6%	20 +3	TLN	2026-06-30
CP Cornerstone Planning Group LLCDiversified strategy	$794.1M	+6.0%	1,867 +49	QQQM	2026-06-30
TL Tsfg, LLCDiversified strategy	$793.9M	+20.4%	891 +25	IWF	2026-06-30
SI Seilern Investment Management LtdSector-focused	$793.8M	-5.3%	24	MA	2026-06-30
RM Resources Management CORP /ct/ /advDiversified strategy	$793.5M	+5.3%	188 -227	AAPL	2026-06-30
RW Raffa Wealth Management, LLCDiversified strategy	$793.3M	+23.9%	1,591 +73	VTI	2026-06-30
GE Glen Eagle Advisors, LLCDiversified strategy	$792.9M	+11.1%	1,090 +67	DGRW	2026-06-30
BB Buffalo Business & Estate Services LTDDiversified strategy	$792.9M	+15.1%	105 +18	VCIT	2026-06-30
GU Golden UnicornConcentrated strategy	$792.2M	+13.7%	7 +3	NVDA	2026-06-30
KA Kemnay Advisory Services Inc.Momentum follower	$791.5M	+27.2%	1,169 -21	VNO	2026-06-30
DP Diadema Partners LPDiversified strategy	$791.3M	+34.6%	149 +5	ABVX	2026-06-30
FS Financial Solutions Advisory Group, Inc.Diversified strategy	$790.9M	—	177	SPTS	2026-06-30
KA KPP Advisory Services LLCDiversified strategy	$790.7M	+14.8%	362 +13	QQQM	2026-06-30
BS Baron Silver Stevens Financial Advisors, LLCDiversified strategy	$790.6M	+14.7%	140 +6	IVV	2026-06-30
EA Enclave Advisors LLCDiversified strategy	$790.4M	+8.3%	133 +1	IVV	2026-06-30
CT Colonial Trust Co / SCDiversified strategy	$789.7M	+7.4%	1,135	AAPL	2026-06-30
FH First Hawaiian BankLong-term holder	$789.5M	+10.4%	143 +7	IVV	2026-06-30
TG Titan Global Capital Management USA LLCDiversified strategy	$789.5M	+17.6%	78 +19	IVV	2026-06-30
WS Wellington Shields Capital Management, LLCDiversified strategy	$788.4M	+18.4%	335 +9	BE	2026-06-30
IA IFC Advisors LLCDiversified strategy	$787.6M	+12.7%	179 +21	VTV	2026-06-30
AF Arlington Financial Advisors, LLCDiversified strategy	$787.5M	+12.2%	107 +12	CGGO	2026-06-30
TF Tobias Financial Advisors, Inc.Diversified strategy	$787.3M	+9.6%	148 +5	SPAB	2026-06-30
TW Thrive Wealth Management, LLCMomentum follower	$787.1M	+17.3%	260 +29	VTV	2026-06-30
PP Pasadena Private Wealth, LLCDiversified strategy	$786.1M	+8.7%	341 +32	VTV	2026-06-30
MW Madison Wealth Partners, IncDiversified strategy	$785.9M	+25.4%	292 +72	IUSG	2026-06-30
GW Gratus Wealth Advisors, LLCDiversified strategy	$785.5M	+13.6%	138	DGRO	2026-06-30
AI Almanack Investment Partners, LLC.Diversified strategy	$784.7M	+32.5%	321 +144	GDMA	2026-06-30
HW Horizon Wealth Management, LLCDiversified strategy	$784.5M	+15.0%	148 +11	BYLD	2026-06-30
HC Harraden Circle Investments, LLCDiversified strategy	$784.1M	+57.1%	236 +55	—	2026-06-30
8O 8VC Opportunities GP II, LLCConcentrated strategy	$784.0M	—	3	—	2026-06-30
TI TT International Asset Management LTDHigh-turnover trader	$783.3M	-14.5%	49 +1	BAP	2026-06-30
CW Cfm Wealth Partners LLCDiversified strategy	$783.3M	+17.4%	149 +6	NVDA	2026-06-30
TW Topsail Wealth Management, LLCMomentum follower	$783.3M	+15.5%	297 +3	VTI	2026-06-30
LF Lee Financial CoMomentum follower	$783.1M	+10.5%	236 +25	IVV	2026-06-30
CC Chatham Capital Group, Inc.Diversified strategy	$783.0M	+13.6%	200 +2	VB	2026-06-30
CC Converium Capital Inc.Momentum follower	$782.8M	+33.5%	44 +8	SPY	2026-06-30

Showing 2,908-2,958 of 13,275 institutions