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
AT All Terrain Financial Advisors, LLCDiversified strategy	$614.6M	+44.6%	158 +8	IWM	2026-06-30
CS Conrad Siegel Investment Advisors, Inc.Momentum follower	$614.6M	+10.9%	74 +11	DFAC	2026-06-30
SC Sands Capital Alternatives, LLCSector-focused	$613.5M	+45.7%	24 +3	—	2026-06-30
T2 Turim 21 Investimentos Ltda.Momentum follower	$613.2M	+53.9%	122 +4	VTI	2026-06-30
BL Balefire, LLCDiversified strategy	$612.9M	+15.5%	475 +36	SPYM	2026-06-30
MK M. Kulyk & Associates, LLCDiversified strategy	$612.9M	+14.4%	113 -6	STIP	2026-06-30
FW Fonville Wealth Management LLCDiversified strategy	$612.3M	+16.6%	147 +9	DFAU	2026-06-30
TC Twele Capital Management, Inc.Sector-focused	$612.3M	+9.2%	40 +1	IVV	2026-06-30
J& Jacobson & Schmitt Advisors, LLCDiversified strategy	$612.1M	+11.0%	81 +3	APH	2026-06-30
SW SkyOak Wealth, LLCDiversified strategy	$612.1M	+12.1%	252 -3	SPYV	2026-06-30
WW West Wealth Group, LLCDiversified strategy	$611.3M	+20.8%	143 +13	SPYM	2026-06-30
PT Platform Technology PartnersDiversified strategy	$611.2M	+17.8%	394 +50	AAPL	2026-06-30
KF Key FInancial IncDiversified strategy	$610.6M	+8.7%	1,400 -40	AAPL	2026-06-30
IQ Integrated Quantitative Investments LLCDiversified strategy	$610.5M	+10.7%	373 -12	TSM	2026-06-30
AC Addison Capital CoDiversified strategy	$610.4M	+8.6%	184 +2	SPY	2026-06-30
GS Grant Street Asset Management, Inc.Momentum follower	$610.4M	+17.6%	92 -4	IVV	2026-06-30
CC Childress Capital Advisors, LLCDiversified strategy	$610.4M	+10.0%	378 +2	FDVV	2026-06-30
FF Francis Financial, Inc.Diversified strategy	$610.4M	+13.2%	250 +36	VOO	2026-06-30
PD Portfolio Design Labs, LLCDiversified strategy	$610.0M	+8.5%	227 -5	GLD	2026-06-30
GC Gibson Capital, LLCConcentrated strategy	$609.5M	+13.4%	141 +9	VTI	2026-06-30
MW Mattern Wealth Management LLCDiversified strategy	$609.3M	+18.8%	183 +25	DFAC	2026-06-30
SA Sompo Asset Management Co., Ltd.Diversified strategy	$609.2M	+11.8%	177 -3	VOO	2026-06-30
CW Crusonia Wealth Advisors LLCDiversified strategy	$609.2M	+25.6%	313 +61	DFUS	2026-06-30
SP Summit Partners L PConcentrated strategy	$608.9M	-9.1%	5 -2	KVYO	2026-06-30
EA Ellsworth Advisors, LLCDiversified strategy	$608.6M	+14.3%	182 +18	HGER	2026-06-30
DI Delta Investment Management, LLCDiversified strategy	$607.7M	+8.7%	293 +20	BILZ	2026-06-30
MC Mason Capital Management LLCConcentrated strategy	$607.0M	-0.9%	9 +2	ATS	2026-06-30
CM Conifer Management, L.L.C.Concentrated strategy	$606.7M	+15.8%	6	GPI	2026-06-30
SC Skba Capital Management LLCDiversified strategy	$606.0M	-16.8%	79	KTB	2026-06-30
NP North Point Portfolio Managers Corp/ohDiversified strategy	$606.0M	+7.9%	79 +3	APH	2026-06-30
SF Seven Fleet Capital Management LPHigh-turnover trader	$605.9M	+92.3%	114	CGON	2026-06-30
BF Banc Funds Co LLCDiversified strategy	$605.5M	+12.7%	92 -5	OSBC	2026-06-30
VV Verbena Value LPMomentum follower	$605.3M	-0.9%	31 +5	CTRI	2026-06-30
RC Requisite Capital Management, LLCLong-term holder	$605.0M	+12.7%	127 +13	GPIX	2026-06-30
VN VeraBank, N.A.Diversified strategy	$604.4M	+10.6%	244 -6	DFAU	2026-06-30
EF ERn Financial, LLCDiversified strategy	$604.3M	+13.6%	161 +11	SPYG	2026-06-30
SC Sio Capital Management, LLCDiversified strategy	$604.3M	-13.3%	59 -17	AVR	2026-06-30
MA Morse Asset Management, IncDiversified strategy	$603.8M	+25.5%	415 +12	NVDA	2026-06-30
AM Advisors Management Group Inc /advDiversified strategy	$603.6M	+10.0%	159 +1	JAAA	2026-06-30
VC Varenne Capital PartnersHigh-turnover trader	$603.3M	+46.1%	30	AVGO	2026-06-30
EH Eagle Health Investments LPSector-focused	$603.3M	+5.5%	27 -1	ARGX	2026-06-30
PC Perkins Coie Trust CoDiversified strategy	$603.3M	+16.0%	260 +3	VEA	2026-06-30
FR Fox Run Management, L.l.c.Diversified strategy	$603.3M	+5.5%	891 +35	XLF	2026-06-30
OP Oakwell Private Wealth Management, LLCSector-focused	$603.2M	+7.7%	83 +4	VTI	2026-06-30
F1 Fund 1 Investments, LLCHigh-turnover trader	$603.1M	-30.8%	47 -19	CTRN	2026-06-30
GP GSK plcSector-focused	$602.2M	+0.5%	13	CRSP	2026-06-30
FI Family Investment Center, Inc.Diversified strategy	$602.2M	+15.9%	120 +29	BIV	2026-06-30
WC Westover Capital Advisors, LLCDiversified strategy	$601.9M	+10.8%	240 +5	AAPL	2026-06-30
PW Precedent Wealth Partners, LLCDiversified strategy	$601.4M	+20.4%	207 +41	VEA	2026-06-30
MA Marotta Asset ManagementDiversified strategy	$600.9M	+10.7%	103	VOE	2026-06-30
KC Kendall Capital ManagementDiversified strategy	$600.4M	+23.0%	236 +5	TMSL	2026-06-30

Showing 3,418-3,468 of 13,276 institutions