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
GC Globeflex Capital L PDiversified strategy	$782.6M	+18.4%	394 +7	IFS	2026-06-30
LF Longbow Finance SADiversified strategy	$782.1M	+41.6%	59 +4	NVDA	2026-06-30
SF Summit Financial Wealth Advisors, LLCDiversified strategy	$782.0M	+10.8%	225 +32	VYMI	2026-06-30
WC Wexford Capital LPHigh-turnover trader	$782.0M	+13.3%	223 +59	MAKO	2026-06-30
HI Hudock, Inc.Diversified strategy	$781.1M	+14.9%	217 +17	IVV	2026-06-30
AC Asio Capital, LLCDiversified strategy	$780.9M	+9.7%	109 -1	IVV	2026-06-30
QC Qsemble Capital Management, LPDiversified strategy	$780.6M	-40.4%	371 -59	CTSH	2026-06-30
SA Summit Asset Management, LLCDiversified strategy	$780.4M	+8.6%	183 +11	SCHD	2026-06-30
NG North Growth Management Ltd.Diversified strategy	$780.2M	+19.4%	48 +1	AMAT	2026-06-30
PC PenderFund Capital Management Ltd.Diversified strategy	$780.1M	+22.2%	231 -22	NOG 3.625 04-15-29	2026-06-30
AB Alpine Bank Wealth ManagementDiversified strategy	$779.5M	+13.3%	565 +293	SPMO	2026-06-30
MA Marquette Asset Management, LLCMomentum follower	$778.6M	+16.4%	831 +35	SCHG	2026-06-30
NG Northstar Group, Inc.Diversified strategy	$777.0M	+9.8%	168 +2	BRK-B	2026-06-30
SW SilverOak Wealth Management LLCDiversified strategy	$776.5M	+22.8%	126 +5	VOO	2026-06-30
AW Affinity Wealth Management LLCDiversified strategy	$776.4M	+17.5%	113 +10	QQQ	2026-06-30
RR Round Rock Advisors LLCDiversified strategy	$776.4M	+18.8%	318	QQQ	2026-06-30
TC Trifecta Capital Advisors, LLCDiversified strategy	$776.3M	+20.2%	493 +219	QQQ	2026-06-30
AF Ally Financial Inc.Diversified strategy	$775.0M	-3.6%	131 +6	RSP	2026-06-30
HI Hoey Investments, IncSector-focused	$774.3M	+11.7%	458 +38	NVDA	2026-06-30
CI Covington Investment Advisors Inc.Diversified strategy	$773.9M	+13.7%	73 -1	GOOG	2026-06-30
PM Pembroke Management, LTDDiversified strategy	$773.7M	+11.9%	100 +3	P	2026-06-30
CL Cim, LLCDiversified strategy	$773.3M	+11.8%	171 +3	NVDA	2026-06-30
GC Glendon Capital Management LPSector-focused	$772.6M	-4.0%	26 +1	EXE	2026-06-30
LT Laffer Tengler Investments, Inc.Diversified strategy	$772.5M	+14.1%	179 -3	LRCX	2026-06-30
CI Cigna Investments Inc /newDiversified strategy	$772.3M	+18.9%	485 +28	OMDA	2026-06-30
HI Human Investing LLCSector-focused	$771.1M	+12.3%	137 +5	VOO	2026-06-30
FC FJ Capital Management LLCDiversified strategy	$770.4M	-13.3%	121 -5	SFST	2026-06-30
B& B & T Capital Management DBA Alpha Capital ManagementDiversified strategy	$770.3M	+11.7%	129 +14	BND	2026-06-30
XI XXEC, Inc.Momentum follower	$770.1M	+35.0%	23	OLED	2026-06-30
SS South Street Advisors LLCDiversified strategy	$768.7M	+11.4%	84 +1	NVDA	2026-06-30
MC Manchester Capital Management LLCDiversified strategy	$768.4M	+10.7%	1,314 +5	SPY	2026-06-30
AF Arkansas Financial Group, Inc.Diversified strategy	$767.6M	+7.0%	97 +3	DIA	2026-06-30
CN Camden National BankDiversified strategy	$767.5M	+3.8%	283 +26	NVDA	2026-06-30
SP Strategic Point Investment Advisors, LLCSector-focused	$767.5M	+11.6%	36 +1	SPY	2026-06-30
NI Nexus Investment Management ULCDiversified strategy	$766.9M	+7.2%	72 +2	JPM	2026-06-30
AC Albar Capital Partners LLPHigh-turnover trader	$766.8M	+24.1%	38 +2	FCX	2026-06-30
SF Sphera Funds Management LTD.Diversified strategy	$766.5M	+21.7%	106 +9	TEVA	2026-06-30
IS Independent Solutions Wealth Management, LLCDiversified strategy	$766.3M	+12.8%	194 +9	LEXI	2026-06-30
AC Arvin Capital Management LPHigh-turnover trader	$766.0M	-6.5%	51 +1	TAC	2026-06-30
CB Crews Bank & TrustDiversified strategy	$766.0M	+11.1%	662 -11	SPYM	2026-06-30
HI Hendershot Investments Inc.Diversified strategy	$765.5M	+2.9%	134 +5	BRK-B	2026-06-30
NI NetEase, Inc.Concentrated strategy	$765.4M	-18.1%	2	PDD	2026-06-30
CT Clearstead Trust, LLCDiversified strategy	$765.0M	+24.7%	970 -11	QQQ	2026-06-30
CA Cornerstone Advisors Asset Management, LLCDiversified strategy	$764.7M	+18.0%	133 -1	SCHX	2026-06-30
JC JBF Capital, Inc.Momentum follower	$764.0M	+12.9%	100 -23	VOO	2026-06-30
UC United Capital Management of KS, Inc.Diversified strategy	$763.4M	+15.6%	98 -13	SCHO	2026-06-30
EI Essex Investment Management Co LLCDiversified strategy	$763.4M	+20.8%	306 +1	TSEM	2026-06-30
KI Kelman-Lazarov, Inc.Diversified strategy	$763.3M	+9.4%	154 +14	FNDX	2026-06-30
AN Adams Natural Resources Fund, Inc.Sector-focused	$762.9M	-11.6%	51 -3	—	2026-06-30
SP Sentinel Pension Advisors, LLCDiversified strategy	$762.3M	+12.7%	147 +10	BKLC	2026-06-30
II Ironwood Investment Counsel, LLCDiversified strategy	$762.2M	+9.8%	269 +5	AAPL	2026-06-30

Showing 2,959-3,009 of 13,275 institutions