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
L& Land & Buildings Investment Management, LLCSector-focused	$583.4M	-1.3%	19 -1	AHR	2026-06-30
DC Div Capital Phoenix Assets LtdSector-focused	$583.1M	+34.2%	9 -2	SPY	2026-06-30
HP Hobart Private Capital, LLCDiversified strategy	$582.9M	+14.6%	296 -45	SPY	2026-06-30
FF Frisch Financial Group, Inc.Diversified strategy	$582.9M	+21.9%	187 +20	VTV	2026-06-30
MC Magnolia Capital Advisors LLCDiversified strategy	$582.7M	+14.6%	295 +14	VTI	2026-06-30
1C 111 CapitalDiversified strategy	$582.1M	+43.4%	488 +160	NVDA	2026-06-30
GD Great Diamond Partners, LLCDiversified strategy	$581.8M	+12.0%	238 +10	VTI	2026-06-30
LC Liberty Capital Management, Inc.Diversified strategy	$581.7M	+8.3%	184 +4	VTI	2026-06-30
MI Marietta Investment Partners LLCDiversified strategy	$581.7M	+16.5%	170 +9	AAPL	2026-06-30
CA Cambridge Advisors Inc.Diversified strategy	$581.7M	+12.9%	183 +5	VOO	2026-06-30
GF Global Frontier Investments LLCSector-focused	$581.0M	-20.6%	30	JPM	2026-06-30
RI Retirement Income Solutions, IncDiversified strategy	$580.8M	-0.7%	172 -1	SPYM	2026-06-30
CM Cedar Mountain Advisors, LLCDiversified strategy	$580.7M	+13.6%	1,175 +23	IWD	2026-06-30
SC Stempoint Capital LPDiversified strategy	$580.5M	+11.1%	85 +1	TNGX	2026-06-30
PM Prosight Management, LPSector-focused	$580.4M	-4.8%	36 -10	LKFT	2026-06-30
CC Correct Capital Wealth ManagementDiversified strategy	$580.0M	+8.3%	108 -1	ITOT	2026-06-30
MF McNamara Financial Services, Inc.Diversified strategy	$579.7M	+9.7%	104 +5	SPDW	2026-06-30
PW Praetorian Wealth Management, Inc.Diversified strategy	$579.6M	+10.2%	84 +7	MGK	2026-06-30
CA COFG Advisors, LLCDiversified strategy	$579.4M	+43.3%	319 +78	DBEF	2026-06-30
CT Call To Action FoundationConcentrated strategy	$579.0M	+13.3%	1	VOO	2026-06-30
AH Abel Hall, LLCDiversified strategy	$578.7M	+23.3%	955 +144	DFAC	2026-06-30
RW Rezny Wealth Management, Inc.Sector-focused	$578.6M	+24.6%	37 -1	VUG	2026-06-30
PF Professional Financial Advisors, LLCLong-term holder	$578.1M	+17.7%	146 +9	SPTM	2026-06-30
IP Intellectus Partners, LLCDiversified strategy	$578.0M	+18.0%	317 +27	TSLA	2026-06-30
AF Allegiance Financial Group Advisory Services LLCDiversified strategy	$577.6M	+14.9%	205 +7	VTI	2026-06-30
HI HughesLittle Investment Management Ltd.Momentum follower	$577.1M	+13.0%	13 -1	TSM	2026-06-30
K& Kozak & Associates, Inc.Diversified strategy	$576.1M	+12.3%	451 -1	IETC	2026-06-30
CN Conrad N. Hilton FoundationConcentrated strategy	$575.6M	+152.1%	2	IVV	2026-06-30
CA Columbia Asset ManagementDiversified strategy	$575.2M	+9.6%	168 -2	AAPL	2026-06-30
WA Winslow Asset Management IncDiversified strategy	$575.1M	+11.7%	82 +2	TER	2026-06-30
MC MSH Capital Advisors LLCDiversified strategy	$575.0M	+21.7%	359 +86	AAPL	2026-06-30
MM M37 Management LPHigh-turnover trader	$574.7M	+129.1%	9 -3	—	2026-06-30
SW Solidarity Wealth, LLCDiversified strategy	$574.2M	+10.3%	93 +10	AAPL	2026-06-30
SW Serenus Wealth Advisors, LLCMomentum follower	$573.0M	+14.3%	75 +7	USFR	2026-06-30
BZ Blue Zone Wealth Advisors, LLCDiversified strategy	$572.8M	+16.5%	125 -5	QQQ	2026-06-30
L& Lynch & Associates/inDiversified strategy	$572.5M	+7.5%	129 +3	MSFT	2026-06-30
TC Trust Co of TennesseeMomentum follower	$572.3M	+6.6%	8	RSP	2026-06-30
SE Southland Equity Partners LLCDiversified strategy	$571.0M	+11.3%	306 +33	AAPL	2026-06-30
SW Sanchez Wealth Management GroupDiversified strategy	$570.7M	+23.4%	52 -1	MTUM	2026-06-30
PE PCM Encore, LLCDiversified strategy	$569.2M	+17.1%	459 +14	NVDA	2026-06-30
OC OCO Capital Partners, L.P.Concentrated strategy	$569.0M	+39.5%	5 -4	VSAT	2026-06-30
MC Mission Creek Capital Partners, Inc.Diversified strategy	$568.9M	+13.5%	231 +12	GLDM	2026-06-30
CD Chapin Davis, Inc.Diversified strategy	$568.6M	+26.7%	256 -5	WDC	2026-06-30
SP Single Point Partners, LLCLong-term holder	$568.0M	+13.0%	103 +20	IVV	2026-06-30
PC Panview Capital LtdSector-focused	$568.0M	+21.6%	14 +2	APP	2026-06-30
HC Horiko Capital Management LLCSector-focused	$567.8M	+31.0%	17 -3	MU	2026-06-30
WC Weil Company, Inc.Diversified strategy	$567.7M	+27.5%	133 +18	VOO	2026-06-30
IA Insight Advisors, LLC/ PADiversified strategy	$567.3M	+8.0%	241 -2	ATTR	2026-06-30
CA Crossingbridge Advisors, LLCDiversified strategy	$567.0M	+2.6%	152 -8	ZD 1.75 11-01-26	2026-06-30
CW Clarity Wealth Advisors, LLCDiversified strategy	$566.7M	+16.5%	117 +9	QQQ	2026-06-30
CI Contravisory Investment Management, Inc.Diversified strategy	$566.1M	+16.0%	391 +25	KLAC	2026-06-30

Showing 3,520-3,570 of 13,276 institutions