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
SP Stablepoint Partners, LLCDiversified strategy	$722.7M	+7.5%	260	AAPL	2026-06-30
SF Stonebridge Financial Group, LLC/CADiversified strategy	$722.2M	—	310	QQQ	2026-06-30
AO Allen Operations LLCContrarian	$721.7M	+7.8%	34 -2	PLTR	2026-06-30
HS Hazelview Securities Inc.Diversified strategy	$721.7M	+34.4%	83 +38	WELL	2026-06-30
GF GCQ FUNDS MANAGEMENT PTY LtdMomentum follower	$721.4M	-4.2%	14 +3	AMZN	2026-06-30
AC Ask Capital Management, LLCConcentrated strategy	$721.0M	+27.0%	4	AVGO	2026-06-30
SC Shenkman Capital Management IncDiversified strategy	$720.8M	-13.2%	80 -1	BKLN	2026-06-30
SF Security Financial Services, INC.Diversified strategy	$720.8M	+14.0%	203	SPYM	2026-06-30
PF Phocas Financial Corp.Diversified strategy	$720.7M	+13.2%	153 -2	DCO	2026-06-30
JS Jackson Square Capital, LLCDiversified strategy	$719.0M	+50.7%	138 +9	MU	2026-06-30
DM Drexel Morgan & Co.Diversified strategy	$718.8M	+5.4%	60	T	2026-06-30
EC Elgethun Capital ManagementDiversified strategy	$717.8M	+18.7%	174 +8	LLY	2026-06-30
AA Austin Asset Management Co IncSector-focused	$717.5M	+17.9%	94 +9	DFAC	2026-06-30
TC Towercrest Capital ManagementDiversified strategy	$717.4M	+11.8%	110 +7	IVV	2026-06-30
CW Canvas Wealth Advisors, LLCDiversified strategy	$716.9M	+21.9%	251 +11	CTOS	2026-06-30
R& Rather & Kittrell, Inc.Diversified strategy	$715.6M	+10.4%	108 -5	DFIC	2026-06-30
AD Abu Dhabi Investment Council Co P.J.S.CSector-focused	$714.6M	-26.7%	26 +1	IBIT	2026-06-30
FC First Commonwealth Financial CORP /pa/Diversified strategy	$714.6M	+13.7%	408 -1	IVV	2026-06-30
TC Teilinger Capital Ltd.Momentum follower	$714.2M	-43.6%	11 -4	BABA	2026-06-30
HA Huntleigh Advisors, Inc.Diversified strategy	$714.2M	+22.1%	303 +21	NVDA	2026-06-30
LW LJI Wealth Management, LLCMomentum follower	$713.9M	+14.0%	201 +7	ITOT	2026-06-30
MC Mak Capital One LLCSector-focused	$713.8M	+5.2%	17 -5	AGYS	2026-06-30
SA Secure Asset Management, LLCDiversified strategy	$713.7M	+13.0%	333 +6	VGIT	2026-06-30
OL Optas, LLCDiversified strategy	$713.7M	+8.0%	1,058 +24	VOO	2026-06-30
ZA Zevin Asset Management LLCDiversified strategy	$712.7M	-1.4%	97 +4	AAPL	2026-06-30
SS Summit Street Capital Management, LLCContrarian	$712.6M	+0.7%	31	LNTH	2026-06-30
AC Alight Capital Management LPDiversified strategy	$712.5M	+70.7%	83 +19	AMZN	2026-06-30
HC HMI Capital Management, L.P.Sector-focused	$712.4M	-5.6%	14 +3	CPNG	2026-06-30
TW Tyche Wealth Partners LLCDiversified strategy	$712.4M	+9.8%	339 -8	SPY	2026-06-30
RC Radnor Capital Management, LLCDiversified strategy	$712.0M	+5.4%	312 +4	MRK	2026-06-30
FN First National Advisers, LLCDiversified strategy	$711.8M	+4.2%	273 +12	DFAI	2026-06-30
SF SageGuard Financial Group, LLCDiversified strategy	$711.7M	+10.1%	211 +15	AAPL	2026-06-30
HC Hexagon Capital Partners LLCMomentum follower	$711.4M	+4.1%	268 +16	WMT	2026-06-30
FC Findell Capital Management LLCConcentrated strategy	$710.3M	+108.0%	15 -3	LQDA	2026-06-30
TC Trust Co of the SouthDiversified strategy	$710.2M	+14.2%	150 +4	DFAT	2026-06-30
TW Tulsa Wealth Advisors, INCDiversified strategy	$710.2M	+24.5%	166 +16	ITOT	2026-06-30
HP Hamilton Point Investment Advisors, LLCDiversified strategy	$710.2M	+9.4%	193 +7	BNDX	2026-06-30
CA Chandler Asset Management, Inc.Momentum follower	$709.7M	+7.6%	21 -2	IVV	2026-06-30
DW Destiny Wealth Partners, LLCDiversified strategy	$708.9M	-22.5%	186 -962	VUG	2026-06-30
MA Monarch Alternative Capital LPHigh-turnover trader	$707.2M	-56.6%	8 -1	ECHO 3.875 11-30-30	2026-06-30
KH K.J. Harrison & Partners IncDiversified strategy	$705.7M	+16.0%	224 -1	AAPL	2026-06-30
CB Central Bank & Trust CoDiversified strategy	$705.3M	+10.8%	214 +4	NVDA	2026-06-30
KF Kelleher Financial AdvisorsDiversified strategy	$704.8M	+78.4%	1,067 +222	IVV	2026-06-30
RC Rivermont Capital Management LPHigh-turnover trader	$704.8M	+48.5%	20	STX	2026-06-30
PS Pacific Sage Partners, LLCDiversified strategy	$704.6M	+10.8%	127 +6	SCHR	2026-06-30
VI Vega Investment SolutionsDiversified strategy	$704.5M	+68.4%	144 -31	LLY	2026-06-30
DC DSG Capital Advisors, LLCDiversified strategy	$704.2M	+12.6%	118 -5	AAPL	2026-06-30
TF TLT Family Holdco ULCHigh-turnover trader	$703.9M	-2.8%	9 +1	TRI	2026-06-30
PP Platinum Paramount Investment LTD.Concentrated strategy	$703.7M	+2.1%	3 +1	ON HOLDING AG	2026-06-30
TE Talos Eurisko Asset Management LPHigh-turnover trader	$703.4M	+20.2%	25 +2	CRDO	2026-06-30
MS Market Street Wealth Management Advisors LLCDiversified strategy	$703.0M	+10.8%	120 +14	DFCF	2026-06-30

Showing 3,112-3,162 of 13,275 institutions