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

13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
ML Mayport, LLCMomentum follower	$644.8M	+19.9%	134 +4	VOO	2026-06-30
H& Harfst & Associates, Inc.Sector-focused	$643.4M	+14.8%	124 +3	RJF	2026-06-30
SP Schmidt P J Investment Management IncDiversified strategy	$643.3M	+8.2%	215 +3	AAPL	2026-06-30
PG Patten Group, Inc.Diversified strategy	$643.3M	+11.8%	482 +186	NVDA	2026-06-30
CW Centric Wealth ManagementDiversified strategy	$643.2M	+28.4%	233 +30	UPS	2026-06-30
UP Uptick Partners, LLCDiversified strategy	$643.0M	+28.2%	384 +45	STXF	2026-06-30
FC Foresite Capital Management VI LLCMomentum follower	$642.6M	+39.6%	23 +6	CGON	2026-06-30
GG GenWealth Group, Inc.Diversified strategy	$641.8M	+9.8%	89 +4	SCHV	2026-06-30
M& Martin & Co Inc /tn/Diversified strategy	$640.1M	+9.0%	100 -1	TIP	2026-06-30
AM Arthur M. Cohen & Associates, LLCDiversified strategy	$640.0M	+13.8%	139 +12	NVDA	2026-06-30
SI Sprucegrove Investment Management LTDConcentrated strategy	$639.1M	+2.3%	40 -2	CPA	2026-06-30
NP Norris Perne & French Llp/miDiversified strategy	$638.8M	+14.8%	65 -12	MSFT	2026-06-30
IF Ironwood Financial, llcDiversified strategy	$638.7M	+11.5%	179 +11	IVV	2026-06-30
KJ Kiley Juergens Wealth Management, LLCDiversified strategy	$638.6M	+12.7%	241 +6	MSFT	2026-06-30
SC Scott Capital Advisors, LLCDiversified strategy	$638.5M	+29.5%	66 +8	VOO	2026-06-30
FW Fft Wealth Management LLCLong-term holder	$638.2M	+15.6%	100 +1	IVV	2026-06-30
AH Adventist Health System/ WestConcentrated strategy	$638.1M	+13.2%	12 -1	IVV	2026-06-30
GF Grey Fox Wealth Advisors, LLCDiversified strategy	$637.4M	+23.1%	227 +41	VTV	2026-06-30
SI Sky Investment Group LLCDiversified strategy	$636.9M	+9.2%	146 +6	NVDA	2026-06-30
SM Sunriver Management LLCHigh-turnover trader	$636.8M	+7.7%	21 +3	ARMK	2026-06-30
LR Leonard Rickey Investment Advisors P.L.L.C.Diversified strategy	$636.8M	+10.2%	125 +7	IJH	2026-06-30
MA Milestone Asset Management, LLCDiversified strategy	$636.0M	+17.2%	330 +39	BUFR	2026-06-30
MC Maytus Capital Management, LLCDiversified strategy	$635.7M	+13.1%	62	AMAT	2026-06-30
MW Martel Wealth Advisors LLCLong-term holder	$635.7M	+8.2%	61 -12	VCRB	2026-06-30
MP Mountain Pacific Investment Advisers LLCDiversified strategy	$635.4M	+8.8%	146 +5	APH	2026-06-30
TP Tetragon Partners GP LtdConcentrated strategy	$635.1M	+23.3%	43 +3	PATH	2026-06-30
GR Golden Reserve Retirement LLCMomentum follower	$634.9M	+31.0%	112 +8	VTI	2026-06-30
GA Gould Asset Management LLC /ca/Long-term holder	$634.8M	+10.3%	176 +5	SPY	2026-06-30
AF Altiora Financial Group, LLCDiversified strategy	$634.5M	+4.5%	114 +2	DFAC	2026-06-30
BA BOCHK Asset Management LtdDiversified strategy	$634.1M	+31.2%	144 +27	NVDA	2026-06-30
AF Aegis Financial CORPSector-focused	$633.2M	+9.1%	39 +2	CVE	2026-06-30
NH New Harbor Financial Group, LLCDiversified strategy	$632.9M	+11.5%	68 +7	TLT	2026-06-30
KB Kahn Brothers Group IncMomentum follower	$632.7M	+12.2%	48	C	2026-06-30
DW Drucker Wealth 3.0, LLCDiversified strategy	$632.3M	+10.4%	569 +47	VOO	2026-06-30
DC Delaney Capital Management Ltd.Diversified strategy	$632.2M	+1.6%	53	WPM	2026-06-30
JF JSF Financial, LLCDiversified strategy	$632.2M	+23.9%	142 +16	IVV	2026-06-30
G& Grace & White Inc /nyDiversified strategy	$632.0M	+11.6%	133 -3	AIT	2026-06-30
PR Peak Retirement Planning, Inc.Diversified strategy	$631.6M	+25.9%	194 +42	SGOV	2026-06-30
KN Kesler, Norman & Wride, LLCDiversified strategy	$631.4M	+8.7%	271 +26	AAPL	2026-06-30
GP Generali Powszechne Towarzystwo EmerytalneMomentum follower	$631.1M	+11.6%	25 -3	FCX	2026-06-30
MC Machina Capital S.A.S.Diversified strategy	$631.1M	+24.1%	368 +15	CVX	2026-06-30
AC Atlanta Consulting Group Advisors, LLCDiversified strategy	$630.8M	+35.6%	185 +42	IJR	2026-06-30
TE Trails Edge Capital Partners, LPSector-focused	$629.9M	+44.3%	35 +8	LBRX	2026-06-30
SJ St. James Investment Company, LLCMomentum follower	$629.8M	-1.4%	24 +2	GBIL	2026-06-30
SF Stenger Family Office, LLCDiversified strategy	$629.4M	+11.2%	132 +15	USFR	2026-06-30
PP Park Place Capital CorpDiversified strategy	$629.3M	+26.2%	2,369 +1,519	ACIO	2026-06-30
FA Formidable Asset Management, LLCDiversified strategy	$628.8M	-2.9%	387 +6	AAPL	2026-06-30
DL D L Carlson Investment Group IncDiversified strategy	$628.1M	+8.0%	133 -2	SCHB	2026-06-30
R& Rbo & Co LLCDiversified strategy	$628.1M	+1.4%	56 -1	JNJ	2026-06-30
MS Marino, Stram & Associates LLCDiversified strategy	$627.8M	+12.8%	202 +17	VYM	2026-06-30
ER Elk River Wealth Management LLCDiversified strategy	$627.7M	+4.2%	103 +4	SDY	2026-06-30

Showing 3,316-3,366 of 13,276 institutions