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
AM Asset Management Group, Inc.Diversified strategy	$683.3M	+10.5%	138 -1	VBR	2026-06-30
C& Calton & Associates, Inc.Diversified strategy	$682.8M	-1.9%	419 -19	QQQ	2026-06-30
CC Calydon CapitalDiversified strategy	$682.6M	+11.4%	277 +30	IVW	2026-06-30
BC Beacon Capital Management, LLCDiversified strategy	$682.5M	+20.4%	175 +9	SPY	2026-06-30
WA Wilsey Asset Management IncMomentum follower	$681.0M	+6.8%	28 +3	SWK	2026-06-30
BI Bell Investment Advisors, IncDiversified strategy	$680.8M	+6.5%	1,820 -40	FNDX	2026-06-30
OL Oliver Luxxe Assets LLCDiversified strategy	$680.3M	+1.9%	199 -1	PM	2026-06-30
PA Peak Asset Management, LLCDiversified strategy	$680.2M	+20.0%	181 +33	AAPL	2026-06-30
FB First Bank & TrustDiversified strategy	$680.0M	+9.5%	416 +19	VTI	2026-06-30
SF SevenBridge Financial Group, LLCDiversified strategy	$679.8M	+6.3%	212 +10	DRSK	2026-06-30
CN Citizens National Bank Trust DepartmentDiversified strategy	$679.7M	+13.2%	381 -1	AAPL	2026-06-30
SF Spectrum Financial Alliance Ltd LLCMomentum follower	$679.5M	+30.6%	32	C	2026-06-30
BC Bourgeon Capital Management LLCDiversified strategy	$679.2M	+17.5%	104 -4	GOOGL	2026-06-30
MW Maia Wealth LLCDiversified strategy	$678.9M	+14.8%	357 +7	FNDF	2026-06-30
HC Huber Capital Management LLCDiversified strategy	$678.5M	+4.8%	99	GLNG	2026-06-30
AL Atlas Legacy Advisors, LLCDiversified strategy	$677.5M	+23.3%	319 +19	IYW	2026-06-30
AT Ashton Thomas Securities, LLCDiversified strategy	$677.1M	-15.1%	378 -66	VOO	2026-06-30
DA Deltec Asset Management LLCDiversified strategy	$677.0M	+24.1%	264 +29	GOOGL	2026-06-30
E& Elwood & Goetz Wealth Advisory Group, LLCDiversified strategy	$676.0M	+14.7%	148 +10	VEA	2026-06-30
TW Tempo Wealth, LLCDiversified strategy	$675.2M	+17.8%	237 +24	PH	2026-06-30
C& Cadinha & Co LLCDiversified strategy	$675.2M	+25.8%	107 +4	IAU	2026-06-30
BA Bellwether Advisors, LLCDiversified strategy	$675.0M	+14.4%	167 +8	XLK	2026-06-30
CC Carrera Capital AdvisorsDiversified strategy	$674.9M	+4.0%	210 +22	XHLF	2026-06-30
WL WPWealth LLPDiversified strategy	$673.9M	+3.0%	103 +6	DFAU	2026-06-30
OF Orrstown Financial Services IncMomentum follower	$673.7M	+12.8%	124 +1	IVV	2026-06-30
VP Vertex Planning Partners, LLCDiversified strategy	$673.5M	+30.8%	159 +24	SPYM	2026-06-30
TC Truvestments Capital LLCDiversified strategy	$673.1M	+21.4%	1,150 -26	NVDA	2026-06-30
PF PAX Financial Group, LLCDiversified strategy	$673.0M	+14.8%	207 +8	IVV	2026-06-30
MA MYDA Advisors LLCDiversified strategy	$671.9M	+10.5%	181 +30	SPY	2026-06-30
CF Curran Financial Partners, LLCDiversified strategy	$671.8M	+20.3%	140 +13	—	2026-06-30
MP MA Private WealthDiversified strategy	$671.4M	+13.5%	88 +2	VOO	2026-06-30
PI Prevail Innovative Wealth Advisors, LLCDiversified strategy	$671.3M	+13.0%	197 +19	RSP	2026-06-30
AT Avenir Tech LtdConcentrated strategy	$671.0M	-15.0%	32 +9	IBIT	2026-06-30
AC Armbruster Capital Management, Inc.Diversified strategy	$670.8M	+9.9%	125 -7	MTUM	2026-06-30
SW Square Wave Capital, LLCMomentum follower	$670.3M	+62.1%	11 -1	MU	2026-06-30
FC Founders Capital Management, LLCMomentum follower	$670.1M	+10.1%	79 +5	GOOG	2026-06-30
SA Strategy Asset Managers LLCDiversified strategy	$669.7M	+9.9%	265 +2	AVGO	2026-06-30
VP Verum Partners LLCDiversified strategy	$668.6M	+27.0%	202 +26	VCRB	2026-06-30
MB Montecito Bank & TrustDiversified strategy	$668.4M	+10.1%	446 +2	IWF	2026-06-30
GP General Pension Society PZU Joint Stock CoMomentum follower	$668.1M	+2.1%	16 +1	FCX	2026-06-30
AW Ascentis Wealth Management, LLCSector-focused	$667.3M	+31.4%	12,241 +10,500	CORZ	2026-06-30
AG Annis Gardner Whiting Capital Advisors, LLCDiversified strategy	$666.3M	+6.7%	349 -981	EFA	2026-06-30
SC Steginsky Capital LLCMomentum follower	$666.3M	+10.1%	8	GOOG	2026-06-30
CM Capital Management CORP /vaDiversified strategy	$666.3M	+13.9%	72 +1	PBI	2026-06-30
CG Cynosure Group, LLCDiversified strategy	$665.5M	-16.8%	374 +82	SGOV	2026-06-30
AG Advocate Group LLCDiversified strategy	$665.1M	+4.0%	122 -4	VEA	2026-06-30
CC Cantillon Capital Management LLCHigh-turnover trader	$665.1M	-95.6%	27 -49	AVGO	2026-06-30
AR Advisory Resource GroupDiversified strategy	$665.0M	+14.4%	183 +11	QDPL	2026-06-30
BO Blue Owl Capital Holdings LPHigh-turnover trader	$664.5M	+78.5%	76	—	2026-06-30
SL San Luis Wealth Advisors LLCDiversified strategy	$664.4M	+9.9%	187 +12	AAPL	2026-06-30
CB Citizens Business BankDiversified strategy	$664.1M	+8.8%	234 +5	IWR	2026-06-30

Showing 3,214-3,264 of 13,275 institutions