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
IG Ithaka Group LLCMomentum follower	$550.8M	+14.3%	40 +2	AMD	2026-06-30
LE Lead Edge Capital Management, LLCSector-focused	$550.4M	+34.9%	12	TOST	2026-06-30
KV Kickstand Ventures, LLC.Diversified strategy	$550.3M	+15.8%	154 +24	SPYM	2026-06-30
L& Landaas & Co /wi /advMomentum follower	$549.7M	+20.6%	149 +19	VTI	2026-06-30
SC Simcoe Capital Management, LLCSector-focused	$549.3M	-4.7%	15	BCO	2026-06-30
HC Harbour Capital Advisors, LLCDiversified strategy	$549.1M	+4.6%	299 +19	AVGO	2026-06-30
GI G2 Investment Partners Management LLCDiversified strategy	$548.9M	+35.1%	73 +2	XMTR	2026-06-30
R& Rowlandmiller & Partners.advDiversified strategy	$548.6M	+11.2%	195 +6	AAPL	2026-06-30
MC Maltese Capital Management LLCDiversified strategy	$548.6M	+8.0%	294 -6	SSB	2026-06-30
EL Ewa, LLCDiversified strategy	$548.1M	+24.3%	332 +51	IVV	2026-06-30
CM Clare Market Investments LLCDiversified strategy	$548.1M	+14.7%	174 +7	AAPL	2026-06-30
CF Coyle Financial Counsel LLCDiversified strategy	$548.0M	+15.9%	126 +13	IVV	2026-06-30
SP Stonebrook Private Inc.Diversified strategy	$547.7M	+16.6%	271 +46	SPYM	2026-06-30
CC CoreView Capital Management LtdSector-focused	$547.1M	+15.7%	8 +3	BZ	2026-06-30
RF Rossby Financial, LCCDiversified strategy	$547.1M	+11.8%	2,144 -137	CVIE	2026-06-30
BF Brooklyn FI, LLCDiversified strategy	$546.9M	+14.9%	434 +337	VEA	2026-06-30
DB De Burlo Group IncDiversified strategy	$546.6M	+23.9%	90 +2	AMD	2026-06-30
UF USA Financial FormulasDiversified strategy	$546.2M	—	412	IYM	2026-06-30
HW Hamilton Wealth, LLCDiversified strategy	$546.2M	+6.4%	118 +7	AAPL	2026-06-30
LF Lantz Financial LLCDiversified strategy	$546.2M	+12.9%	259 +20	IVV	2026-06-30
AA Ar Asset Management IncDiversified strategy	$546.1M	+5.5%	122 +3	AAPL	2026-06-30
QA Q3 Asset ManagementHigh-turnover trader	$546.0M	+32.5%	70 +6	XHLF	2026-06-30
SC Stordahl Capital Management, Inc.Diversified strategy	$545.9M	+12.4%	68 +5	VOO	2026-06-30
TG TBH Global Asset Management, LLCDiversified strategy	$545.9M	+9.9%	263 +18	AAPL	2026-06-30
TI Trigran Investments, Inc.Sector-focused	$545.3M	+30.4%	33	MTRN	2026-06-30
DK Drummond Knight Asset Management Pty LtdHigh-turnover trader	$544.8M	+92.7%	16 +2	FCX	2026-06-30
FI Fwl Investment Management, LLCDiversified strategy	$544.7M	+19.6%	501 +155	MU	2026-06-30
RW Riverpoint Wealth Management Holdings, LLCDiversified strategy	$544.3M	+15.8%	61 -1	GSLC	2026-06-30
PF Privium Fund Management B.V.Diversified strategy	$544.2M	+13.3%	61 +1	TSLA	2026-06-30
BP Broad Peak Investment Advisers Pte LtdSector-focused	$544.1M	+10.4%	21 -2	U	2026-06-30
AF Abacus FCF Advisors LLCDiversified strategy	$544.0M	+22.4%	58 +6	AAPL	2026-06-30
TC Townsquare Capital LLCDiversified strategy	$543.9M	+22.6%	726 +96	AAPL	2026-06-30
CC Coerente Capital ManagementMomentum follower	$543.3M	+1.1%	43 -4	GOOGL	2026-06-30
BC Beck Capital Management, LLCDiversified strategy	$543.2M	+24.3%	140 +25	MU	2026-06-30
MF Madrona Financial Services, LLCDiversified strategy	$542.6M	+18.8%	143 +20	IVV	2026-06-30
LI Lafayette Investments, Inc.Diversified strategy	$542.4M	+9.8%	162 +4	BRK-B	2026-06-30
FC F&V Capital Management, LLCDiversified strategy	$542.3M	+14.6%	63 +4	URI	2026-06-30
LI Louisbourg Investments Inc.Diversified strategy	$542.1M	+2.5%	210 -6	CNI	2026-06-30
CA CV Advisors LLCMomentum follower	$541.9M	+47.9%	134 +88	SPY	2026-06-30
AG Artia Global Partners LPDiversified strategy	$541.9M	+8.5%	48 -2	ABVX	2026-06-30
WC Westerly Capital Management, LLCDiversified strategy	$541.8M	+47.3%	46 +9	Invesco QQQ Tr Put Option 06/2	2026-06-30
CW Clear Wave Wealth Management LLCDiversified strategy	$541.5M	+17.0%	191 +14	IVV	2026-06-30
CC Chemung Canal Trust CoDiversified strategy	$541.2M	+9.5%	201 -2	XLK	2026-06-30
DI Dagco, Inc.Diversified strategy	$541.1M	+17.3%	117 -236	SPTS	2026-06-30
VC Verde Capital ManagementDiversified strategy	$540.9M	+15.7%	80 +11	MOAT	2026-06-30
WW Wagner Wealth Management, LLCDiversified strategy	$540.6M	+9.2%	282 +3	JPIE	2026-06-30
CA Cander Asset Management LPDiversified strategy	$540.3M	-3.0%	48 +5	AER	2026-06-30
ML Mandatum Life Insurance Co LtdMomentum follower	$540.1M	+21.4%	90 +6	IVV	2026-06-30
RP Regent Peak Wealth Advisors LLCDiversified strategy	$540.1M	+10.2%	221 +23	VTI	2026-06-30
NQ Northwest Quadrant Wealth Management, LLCMomentum follower	$540.0M	+12.3%	77 +10	SCHX	2026-06-30
DF DecisionPoint Financial, LLCMomentum follower	$539.9M	+16.4%	1,429 +737	DFAC	2026-06-30

Showing 3,622-3,672 of 13,276 institutions