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
GW Global Wealth Management Investment Advisory, Inc.Diversified strategy	$702.7M	+10.1%	160 +2	VCIT	2026-06-30
MC Mountain Capital Investment Advisors Inc.Sector-focused	$702.2M	+4.2%	95 +7	FNDF	2026-06-30
SW Summit Wealth Partners, LLCDiversified strategy	$701.9M	+11.1%	280 +9	IVV	2026-06-30
1S 12th Street Asset Management Company, LLCMomentum follower	$701.8M	+14.8%	32	BIL	2026-06-30
SG Strategic Global Advisors, LLCDiversified strategy	$701.8M	+12.2%	129 -13	NVDA	2026-06-30
AW Atlas Wealth LLCDiversified strategy	$701.4M	+110.3%	178 +63	STEW	2026-06-30
OH Oak Hill Advisors LPConcentrated strategy	$700.9M	-20.2%	12	VAL	2026-06-30
AM American Money Management, LLCDiversified strategy	$700.2M	+10.8%	174 +6	VGSH	2026-06-30
BL Bwcp, LPContrarian	$700.1M	+6.8%	24 -3	ZETA	2026-06-30
R& Rainey & Randall Wealth Advisors Inc.Diversified strategy	$699.8M	+13.7%	77 +1	SCHG	2026-06-30
LC Larch Capital Partners LLCConcentrated strategy	$699.6M	+1.4%	58 +5	NU	2026-06-30
PA Probity Advisors, Inc.Diversified strategy	$699.2M	+10.8%	232 +2	IVE	2026-06-30
FA Fiducient Advisors LLCDiversified strategy	$698.4M	-8.7%	153 +14	IVV	2026-06-30
TF Tarbox Family Office, Inc.Momentum follower	$698.2M	+13.4%	96 +1	IVV	2026-06-30
PG Princeton Global Asset Management LLCDiversified strategy	$697.8M	+13.8%	831 +2	TSM	2026-06-30
DE Dv Equities, LLCDiversified strategy	$697.7M	+25.1%	107 -649	IEMG	2026-06-30
SV Saturn V Capital Management LPSector-focused	$697.5M	+26.3%	23 +2	AMLX	2026-06-30
MA Mraz, Amerine & Associates, Inc.Diversified strategy	$697.1M	+2.8%	199 +9	BRK-B	2026-06-30
FM Financial Management Network IncDiversified strategy	$696.8M	+6.7%	211 +20	IVV	2026-06-30
CA Crane Advisory, LLCMomentum follower	$696.6M	+4.3%	55 +3	VOO	2026-06-30
BW Brickley Wealth ManagementSector-focused	$696.4M	+19.4%	68 +8	VTV	2026-06-30
II IPG Investment Advisors LLCDiversified strategy	$695.9M	+19.5%	269 +25	SPY	2026-06-30
AF Affiance Financial, LLCDiversified strategy	$695.4M	+12.7%	111 +5	VOO	2026-06-30
CM Cornerstone Management, Inc.Momentum follower	$695.1M	+10.8%	67 +2	VUG	2026-06-30
DA Deltroit Asset ManagementMomentum follower	$694.6M	+11.6%	34 -8	TLN	2026-06-30
AG Aspen Grove Capital, LLCDiversified strategy	$694.5M	+35.1%	214 +14	FWONK	2026-06-30
VT Volterra Technologies LPDiversified strategy	$694.4M	-15.6%	303 +2	SPY	2026-06-30
RO Rule One Partners, LLCHigh-turnover trader	$694.1M	+589.4%	14 +2	Spdr S&P 500 Etf Tr Put Option	2026-06-30
W& Woodard & Co Asset Management Group Inc /advDiversified strategy	$693.9M	+11.0%	172 -4	BKLC	2026-06-30
TT Texas Treasury Safekeeping Trust CoConcentrated strategy	$692.1M	+10.3%	6 +1	SPY	2026-06-30
BS Black Swift Group, LLCDiversified strategy	$692.0M	+21.2%	143 +26	SPYG	2026-06-30
PC Personal Cfo Solutions, LLCDiversified strategy	$691.9M	-2.8%	529 +9	CB	2026-06-30
CA Cortland Associates Inc/moDiversified strategy	$691.8M	-0.7%	62	V	2026-06-30
BF Blue Fin Capital, Inc.Diversified strategy	$691.8M	+13.5%	164 +14	NVDA	2026-06-30
SI SeaBridge Investment Advisors LLCDiversified strategy	$691.6M	+17.0%	188	TSM	2026-06-30
WA Wealth Alliance Advisory Group, LLCDiversified strategy	$691.4M	+9.5%	203 +6	IVV	2026-06-30
IC Ionic Capital Management LLCConcentrated strategy	$690.3M	-49.5%	120 -45	HYG	2026-06-30
CT CHICAGO TRUST Co NADiversified strategy	$690.1M	+10.3%	662 -1	AAPL	2026-06-30
HW Heirloom Wealth ManagementDiversified strategy	$690.0M	+24.3%	61 -26	BOND	2026-06-30
TC Technology Crossover Management IX, Ltd.Concentrated strategy	$689.9M	-8.3%	6	SRAD	2026-06-30
MT Matrix Trust CoDiversified strategy	$689.5M	+14.5%	101 -77	ILCV	2026-06-30
BS Boston Standard Wealth Management, LLCSector-focused	$689.3M	+12.8%	59 +3	VTI	2026-06-30
G& GABELLI & Co INVESTMENT ADVISERS, INC.Diversified strategy	$687.6M	+2.0%	316 +19	EA	2026-06-30
EM Encompass More Asset ManagementDiversified strategy	$687.3M	+15.2%	283 +32	USFR	2026-06-30
PW Pettyjohn, Wood & White, IncDiversified strategy	$687.3M	+9.5%	222 +8	AAPL	2026-06-30
LO Laurel Oak Wealth Management, LLCDiversified strategy	$686.5M	+15.3%	383 +23	AAPL	2026-06-30
CF Community Financial Services Group, LLCDiversified strategy	$686.3M	+20.8%	671 +73	IEF	2026-06-30
MF Marshall Financial Group, LLCDiversified strategy	$685.7M	+9.8%	311 +18	BILS	2026-06-30
TC Toews CORP /advHigh-turnover trader	$685.7M	+164.5%	151 +145	IVV	2026-06-30
BC Blume Capital Management, Inc.Diversified strategy	$683.7M	+16.3%	359 +22	GOOG	2026-06-30
BW Burling Wealth Partners, LLCDiversified strategy	$683.4M	+10.5%	180 +3	AAPL	2026-06-30

Showing 3,163-3,213 of 13,275 institutions