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
HI Holderness Investments CoDiversified strategy	$599.8M	+20.5%	261 +9	AMAT	2026-06-30
RF RPg Family Wealth Advisory, LLCDiversified strategy	$599.6M	+25.1%	146	XOM	2026-06-30
MW Manhattan West Asset Management, LLCDiversified strategy	$598.9M	+17.1%	185 +36	NVDA	2026-06-30
WW Whitaker-Myers Wealth Managers, LTD.Diversified strategy	$598.8M	+19.4%	113 +5	MOAT	2026-06-30
SL Systelligence, LLCDiversified strategy	$598.7M	+16.4%	62 +6	VFMF	2026-06-30
SI Sterling Investment Advisors, Ltd.Diversified strategy	$598.7M	+8.4%	228 +13	AAPL	2026-06-30
IS Iowa State BankDiversified strategy	$598.4M	+10.1%	120 -4	IEFA	2026-06-30
VH Value Holdings Management Co. LLCMomentum follower	$598.3M	-3.0%	24	MKSI	2026-06-30
GS Gwn Securities Inc.Diversified strategy	$598.0M	+14.4%	486 +24	IVV	2026-06-30
MY Meiji Yasuda America IncDiversified strategy	$597.6M	+47.8%	57	NVDA	2026-06-30
WC Woodson Capital Management, LPMomentum follower	$597.4M	-6.1%	26 -5	RDDT	2026-06-30
LH Lodge Hill Capital, LLCSector-focused	$596.4M	+15.2%	27 +5	OC	2026-06-30
WP West Paces Advisors Inc.Diversified strategy	$596.0M	+15.5%	765 +568	VOO	2026-06-30
TC Tufton Capital ManagementDiversified strategy	$596.0M	+8.4%	127 +1	GLW	2026-06-30
AF ABLE Financial Group, LLCDiversified strategy	$595.9M	+16.6%	222 +16	FBND	2026-06-30
PM Phraction Management LLCMomentum follower	$595.5M	+23.3%	66 +1	SPY	2026-06-30
RW Rockport Wealth LLCDiversified strategy	$595.3M	+8.4%	110 +9	BUXX	2026-06-30
SW SOA Wealth Advisors, LLC.Diversified strategy	$595.1M	+12.3%	892 +25	IWY	2026-06-30
CA Covenant Asset Management, LLCDiversified strategy	$594.6M	-10.5%	164 -1	NVDA	2026-06-30
EW Edge Wealth Management LLCDiversified strategy	$593.9M	+1.6%	87 +2	GOOGL	2026-06-30
RI RPTC Inc.Concentrated strategy	$593.8M	+4.0%	7	SCHW	2026-06-30
KM Kirr Marbach & Co LLC /in/Diversified strategy	$593.8M	+8.2%	57	MTZ	2026-06-30
D& Drake & Associates, LLCDiversified strategy	$593.7M	+13.1%	108 +11	RECS	2026-06-30
AF ALM First Financial Advisors, LLCMomentum follower	$593.6M	+6.5%	22 -3	VOO	2026-06-30
JE Jmac Enterprises LLCDiversified strategy	$593.5M	+13.7%	122 +5	IWD	2026-06-30
S& Science & Technology Partners, L.P.Diversified strategy	$593.3M	+55.3%	85 +42	NVDA	2026-06-30
AP Astoria Portfolio Advisors LLC.Diversified strategy	$593.0M	+26.2%	360 +63	GQQQ	2026-06-30
MG Matthew Goff Investment Advisor, LLCDiversified strategy	$592.6M	-1.2%	91 -16	BRK-B	2026-06-30
FF Florida Financial Advisors, LLCDiversified strategy	$591.8M	+41.6%	362 +45	VOO	2026-06-30
SI Studio Investment Management LLCDiversified strategy	$591.7M	+6.7%	181 -3	VTIP	2026-06-30
DS Duncker Streett & Co IncDiversified strategy	$590.8M	+12.3%	521 -14	AVGO	2026-06-30
AI Anatole Investment Management LtdHigh-turnover trader	$589.8M	-17.7%	13 -2	NBIS	2026-06-30
DW Dorsey Wright & AssociatesDiversified strategy	$589.8M	-26.9%	131 -27	CRS	2026-06-30
EC Estuary Capital Management LPHigh-turnover trader	$589.3M	-1.4%	21 -1	GPN	2026-06-30
CA CenterStar Asset Management, LLCLong-term holder	$588.9M	-26.1%	234 -230	SPY	2026-06-30
AW Aspen Wealth Management LLCDiversified strategy	$588.7M	+17.5%	132 +8	DFUS	2026-06-30
SP Solel Partners LPMomentum follower	$588.5M	+25.8%	24 +5	HUM	2026-06-30
NW New World Advisors LLCConcentrated strategy	$588.4M	+3.4%	125 +42	TJX	2026-06-30
TC Triata Capital LtdSector-focused	$588.3M	+6.6%	12 -2	PDD	2026-06-30
NI Nuance Investments, LLCDiversified strategy	$587.7M	-18.1%	52 +9	QGEN	2026-06-30
WF WestHill Financial Advisors, Inc.Momentum follower	$587.3M	+12.3%	82 +6	VOO	2026-06-30
CF Curbstone Financial Management CorpDiversified strategy	$587.0M	+12.3%	215 +13	FLRN	2026-06-30
WP Whalerock Point Partners, LLCDiversified strategy	$586.9M	+13.3%	207 +10	NVDA	2026-06-30
MW Mfa Wealth Advisors, LLCDiversified strategy	$586.7M	+15.4%	99 +11	IGIB	2026-06-30
DC Davern Capital Partners, LPHigh-turnover trader	$586.5M	+60.9%	15 -2	BNTX	2026-06-30
RO Running Oak Capital LLCDiversified strategy	$586.5M	-20.8%	118 +10	NVT	2026-06-30
ET ESL Trust Services, LLCMomentum follower	$586.5M	+12.0%	277 +9	IVV	2026-06-30
HN High Note Wealth, LLCDiversified strategy	$586.2M	+15.2%	959 +21	IVV	2026-06-30
RF REAP Financial Group, LLCDiversified strategy	$585.6M	+15.6%	542 +9	VTI	2026-06-30
BW Bernardo Wealth Planning LLCDiversified strategy	$585.4M	+14.6%	139 +10	IVV	2026-06-30
HC Hutchinson Capital Management/caDiversified strategy	$583.7M	+7.3%	108 +11	BRK-B	2026-06-30

Showing 3,469-3,519 of 13,276 institutions