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
FS Financial Strategies Group, Inc.Diversified strategy	$627.6M	+5.0%	100 -1	SPTM	2026-06-30
SA Satovsky Asset Management LLCMomentum follower	$627.2M	+10.7%	74 +1	IVV	2026-06-30
PA PKS Advisory Services, LLCDiversified strategy	$626.6M	+61.7%	380 +152	IVV	2026-06-30
PI Paradice Investment Management LLCContrarian	$626.5M	+17.7%	21 -2	GNRC	2026-06-30
BV BRIGHT VALLEY CAPITAL LtdHigh-turnover trader	$626.0M	+308.0%	21 +8	INTC	2026-06-30
FG Fortis Group Advisors, LLCDiversified strategy	$625.9M	+3.5%	706 +42	BIL	2026-06-30
LW LMG Wealth Partners, LLCDiversified strategy	$625.8M	+14.0%	166 +12	IVW	2026-06-30
BI Bellecapital International Ltd.Diversified strategy	$625.4M	+12.8%	123 +5	GOOGL	2026-06-30
TA Third Avenue Management LLCDiversified strategy	$625.3M	+1.5%	55 +2	TDW	2026-06-30
RI RAM Investment Partners, LLCDiversified strategy	$625.3M	+9.8%	127 +6	DFAC	2026-06-30
CW Chemistry Wealth Management LLCDiversified strategy	$625.2M	+10.0%	210 +6	VGSH	2026-06-30
AP Avidity Partners Management LPSector-focused	$624.4M	+26.4%	45	DNTH	2026-06-30
DC Davidson Capital Management Inc.Diversified strategy	$624.2M	+13.1%	96 +3	VCIT	2026-06-30
SI Spinnaker Investment Group, LLCDiversified strategy	$624.1M	+27.1%	179 +32	DFAU	2026-06-30
PF Pettinga Financial Advisors LLCDiversified strategy	$623.9M	+17.5%	157 -6	IVV	2026-06-30
AN Amarillo National BankDiversified strategy	$623.8M	+10.2%	156 +13	IVV	2026-06-30
PW Proactive Wealth Strategies LLCDiversified strategy	$623.2M	+17.1%	222 +12	FV	2026-06-30
TA TB Alternative Assets Ltd.Sector-focused	$623.1M	+29.5%	34 -2	INTC	2026-06-30
TC TruNorth Capital Management, LLCMomentum follower	$622.6M	+19.4%	123 +9	SCHB	2026-06-30
PW Parkwoods Wealth Partners, LLCDiversified strategy	$622.5M	+52.6%	172 +57	DFAT	2026-06-30
LV Lind Value II ApSConcentrated strategy	$622.0M	+38.0%	7 -1	CHTR	2026-06-30
AL Accel Leaders 3 Associates L.P.High-turnover trader	$621.9M	+166.2%	1	NBIS	2026-06-30
FC FLC Capital AdvisorsDiversified strategy	$621.7M	+11.0%	236 +15	VTV	2026-06-30
EP Element Pointe Advisors, LLCSector-focused	$621.1M	+17.2%	90 +4	IVV	2026-06-30
RC Rit Capital Partners PLCContrarian	$620.6M	+65.9%	13 +1	—	2026-06-30
IC Intel CORPConcentrated strategy	$620.6M	+32.0%	3	MBLY	2026-06-30
BT Brandywine Trust CoConcentrated strategy	$620.6M	+12.5%	33 +2	VT	2026-06-30
KG KPS Global Asset Management UK LtdConcentrated strategy	$620.0M	+0.2%	4	CVNA	2026-06-30
TA Te Ahumairangi Investment Management LtdDiversified strategy	$619.9M	+3.8%	86	MSFT	2026-06-30
BC Baker Chad RDiversified strategy	$619.7M	+16.9%	51 -5	AMD	2026-06-30
PL Performa LtdSector-focused	$619.7M	+40.2%	49 +2	VOO	2026-06-30
RR Robotti RobertMomentum follower	$619.5M	-3.4%	80 +2	TDW	2026-06-30
GP Great Point Wealth Advisors, LLCSector-focused	$619.2M	+14.3%	70 +8	AVUS	2026-06-30
M& Mason & Associates IncDiversified strategy	$619.0M	+19.9%	161 +1	IWB	2026-06-30
FP First PREMIER BankDiversified strategy	$618.6M	+42.8%	561 -20	VTI	2026-06-30
KC KCM Capital IncMomentum follower	$617.9M	-0.6%	33 -2	SNDK	2026-06-30
KA Keb Asset Management, LLCDiversified strategy	$617.8M	+18.4%	137 +40	DFAC	2026-06-30
CI CacheTech Inc.Diversified strategy	$617.5M	+19.0%	169 -8	SCHX	2026-06-30
HF Halter Ferguson Financial Inc.Sector-focused	$617.4M	+35.5%	36 -2	TSLA	2026-06-30
SF Sunburst Financial Group, LLCDiversified strategy	$617.3M	+13.7%	134 +2	SCHB	2026-06-30
SR Sage Rhino Capital LLCDiversified strategy	$617.2M	+15.4%	385 +55	VB	2026-06-30
SA SMI Advisory Services, LLCMomentum follower	$617.0M	+1.7%	86 -3	RAA	2026-06-30
FG Financial Gravity Companies, Inc.Diversified strategy	$616.4M	+21.0%	1,040 +25	IAGG	2026-06-30
BO Birnam Oak Advisors, LPMomentum follower	$616.1M	+39.8%	60 +9	ACWI	2026-06-30
ID Intelligence Driven Advisers, LLCDiversified strategy	$616.0M	+7.4%	140 +10	DFUS	2026-06-30
BF Baring Fintech Fund III Managers LtdConcentrated strategy	$615.7M	-31.1%	1	KSPI	2026-06-30
AG Alpine Global Management, LLCDiversified strategy	$615.4M	-7.9%	275 +49	IMVT	2026-06-30
TL TlwmMomentum follower	$614.9M	+10.8%	77 +8	SPY	2026-06-30
OL Odyssean, LLCDiversified strategy	$614.9M	+124.5%	485 +67	RARE	2026-06-30
FS Financial Security Advisor, Inc.Diversified strategy	$614.8M	+12.9%	161 +1	QQQM	2026-06-30
AA Aire Advisors, LLCDiversified strategy	$614.7M	+12.4%	179 +12	AAPL	2026-06-30

Showing 3,367-3,417 of 13,276 institutions