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
SC Schnieders Capital Management, LLC.Diversified strategy	$761.8M	+21.1%	246 +40	AAPL	2026-06-30
KA Knightsbridge Asset Management, LLCDiversified strategy	$761.8M	+2.5%	303 +41	USFR	2026-06-30
WI Westside Investment Management, Inc.Diversified strategy	$761.3M	+16.6%	1,902 -43	AAPL	2026-06-30
BF Biltmore Family Office, LLCDiversified strategy	$760.9M	+6.3%	333 +8	AAPL	2026-06-30
DI Dean Investment Associates, LLCDiversified strategy	$760.8M	+7.1%	193 +3	HSY	2026-06-30
H& Horst & Graben Wealth Management LLCDiversified strategy	$760.2M	+4.3%	205 +10	SPYM	2026-06-30
FC Fourpath Capital Management, LLCDiversified strategy	$759.6M	+9.0%	229 +11	WMT	2026-06-30
KF Keating Financial Advisory Services, Inc.Diversified strategy	$759.6M	+22.7%	2,608 +36	AAPL	2026-06-30
XA Xcelsior Advisor Partners LLCDiversified strategy	$759.3M	+188.9%	499 +251	FFIN	2026-06-30
MT Mivtachim The Workers Social Insurance Fund Ltd.Sector-focused	$759.1M	-3.8%	77 -8	XLK	2026-06-30
RF Rollins Financial Advisors, LLCDiversified strategy	$759.1M	+20.0%	168 +10	QQQ	2026-06-30
RA Riversedge Advisors, LLCDiversified strategy	$759.1M	+22.9%	316 +100	VTV	2026-06-30
A& Alvarez & Marsal Private Wealth Partners, LLCDiversified strategy	$758.6M	+6.5%	107 -70	SPHQ	2026-06-30
NW Northwest Wealth Management, LLCDiversified strategy	$758.1M	+13.9%	265 +10	VGIT	2026-06-30
SA Sawgrass Asset Management LLCDiversified strategy	$757.3M	+14.0%	193	AAPL	2026-06-30
MA McLean Asset Management CorpDiversified strategy	$756.5M	+32.4%	181 +16	AVUS	2026-06-30
ML Matauro, LLCDiversified strategy	$756.4M	+9.3%	158 +13	IEF	2026-06-30
AC Academy Capital ManagementMomentum follower	$756.3M	+8.1%	36 -2	AAPL	2026-06-30
PC Polymer Capital ManagementDiversified strategy	$755.2M	-23.5%	607 -196	SOXX	2026-06-30
PC Pier Capital, LLCDiversified strategy	$754.6M	+24.5%	129 +7	HXL	2026-06-30
HF Hughes Financial Services, LLCMomentum follower	$754.5M	+15.9%	1,839 +119	SPTM	2026-06-30
FF Founders Financial Alliance, LLCDiversified strategy	$754.5M	+36.0%	779 +44	AAPL	2026-06-30
KC Kinsale Capital Group, Inc.Momentum follower	$754.4M	+20.9%	41	VTI	2026-06-30
SC Stanley Capital Management, LLCMomentum follower	$754.3M	+26.1%	37 -3	AMAT	2026-06-30
FA Financial Advisory CorpMomentum follower	$754.2M	+4.8%	58 +7	IVV	2026-06-30
SF SC&H Financial Advisors, Inc.Diversified strategy	$753.8M	+13.7%	160 +5	DFAC	2026-06-30
AF Acorn Financial Advisory Services Inc /advDiversified strategy	$753.5M	+3.2%	223 +8	AGG	2026-06-30
SH Stone House Investment Management, LLCDiversified strategy	$752.2M	+34.8%	1,339 +270	IVV	2026-06-30
NF Northwest Financial AdvisorsDiversified strategy	$751.9M	+1351.0%	89 +23	JGRO	2026-06-30
SS Sixth Street Partners Management Company, L.P.Diversified strategy	$751.3M	+5.7%	4,441 +4,432	NVDA	2026-06-30
PF Perryman Financial Advisory Inc /adDiversified strategy	$751.3M	+12.6%	191 +16	NVDA	2026-06-30
TW TRB Wealth Management, LLCDiversified strategy	$751.3M	+6.8%	296 -37	VV	2026-06-30
FI Fcpm Iii Services B.v.Contrarian	$750.4M	+3.9%	15 +1	NAMS	2026-06-30
CM Cercano Management LLCHigh-turnover trader	$749.9M	-67.6%	155 -12	UNP	2026-06-30
BC Bienville Capital Management, LLCDiversified strategy	$749.7M	+36.3%	95 +21	SE	2026-06-30
QI Qtron Investments LLCDiversified strategy	$749.6M	+1.6%	449 +28	NVDA	2026-06-30
VC Virtue Capital Management, LLCDiversified strategy	$748.9M	+13.9%	343 +20	SPY	2026-06-30
J& Jlb & Associates IncDiversified strategy	$748.3M	+7.5%	68 -2	KLAC	2026-06-30
DC Defilade Capital Management, L.P.High-turnover trader	$746.9M	+4.9%	39 +8	LLY	2026-06-30
PC Permanent Capital Management, LPMomentum follower	$746.7M	+16.1%	211 +56	VT	2026-06-30
EC EagleClaw Capital Managment, LLCDiversified strategy	$745.4M	+4.4%	145	TPL	2026-06-30
BD Bdf-gestionDiversified strategy	$745.3M	+0.1%	143 -1	MS	2026-06-30
AA Auxier Asset Management LLCDiversified strategy	$745.2M	+7.0%	184 +8	PM	2026-06-30
IW Insight Wealth Partners, LLCConcentrated strategy	$744.8M	+4.5%	135 +15	SPY	2026-06-30
CC CIBC Capital MarketsSector-focused	$744.6M	+29.9%	10	AMZN	2026-06-30
HI Heritage Investment Group, Inc.Diversified strategy	$744.4M	+12.7%	135 +12	DFAC	2026-06-30
CF Commonwealth Financial Services, LLCDiversified strategy	$744.2M	+17.8%	317 +39	SPY	2026-06-30
HP Helix Partners Management LPHigh-turnover trader	$744.1M	+99.1%	15 +2	SPY	2026-06-30
RC Regatta Capital Group, LLCDiversified strategy	$743.6M	+12.5%	223 +8	ITOT	2026-06-30
WD Well Done, LLCDiversified strategy	$743.4M	+9.2%	202 +5	IVV	2026-06-30
SA Southernsun Asset Management, LLCSector-focused	$742.8M	+7.7%	29 -2	EXTR	2026-06-30

Showing 3,010-3,060 of 13,275 institutions