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
DA Dividend Assets Capital, LLCDiversified strategy	$516.5M	+3.0%	137 -1	MSFT	2026-06-30
PI Prudent Investors Network, Inc.Diversified strategy	$516.3M	+12.4%	87 +13	IEF	2026-06-30
FF Fortitude Family Office, LLCDiversified strategy	$516.0M	+15.3%	2,276 +386	IVV	2026-06-30
SC Searchlight Capital Partners, L.P.High-turnover trader	$515.9M	+371.5%	1 -1	—	2026-06-30
VI Vickerman Investment Advisors, Inc.Diversified strategy	$515.1M	+8.3%	100 +6	XLK	2026-06-30
CA Curtis Advisory Group, LLCDiversified strategy	$514.9M	+11.0%	117 -1	NVDA	2026-06-30
BF Benedict Financial Advisors IncDiversified strategy	$514.7M	+7.1%	142 +9	AAPL	2026-06-30
TC Total Clarity Wealth Management, Inc.Diversified strategy	$514.7M	+20.9%	368 +57	SPYM	2026-06-30
AC Aristides Capital LLCDiversified strategy	$514.2M	+11.3%	162 -9	QQQ	2026-06-30
LF Leverty Financial Group, LLCMomentum follower	$514.1M	+13.8%	49 +5	IVV	2026-06-30
EG Entrust Global Partners L L CConcentrated strategy	$514.1M	+12.9%	5 -1	DB	2026-06-30
NG Navigation Group, LLCDiversified strategy	$514.1M	+20.3%	121 +8	SPYG	2026-06-30
FM FTV Management Company, L.P.Concentrated strategy	$513.8M	-5.0%	1	NP	2026-06-30
AW Alliance Wealth Management GroupDiversified strategy	$513.7M	+12.4%	103 +6	SCHX	2026-06-30
CA Cypress Asset Management Inc/txDiversified strategy	$513.6M	+19.1%	107 +3	NVDA	2026-06-30
BA Bcm Advisors, LLCDiversified strategy	$513.6M	+1.3%	80 +2	BIV	2026-06-30
AC Aspire Capital Advisors LLCDiversified strategy	$513.5M	+15.6%	134 +12	IWY	2026-06-30
BH Beacon Harbor Wealth Advisors, Inc.Diversified strategy	$513.2M	+7.6%	71	VXF	2026-06-30
IA IAM Advisory, LLCDiversified strategy	$513.2M	+15.0%	107 +12	CGDV	2026-06-30
DA Detalus Advisors, LLCDiversified strategy	$513.1M	+17.2%	191 +5	SPYM	2026-06-30
RC RB Capital Management, LLCDiversified strategy	$512.9M	+9.0%	205 +18	AAPL	2026-06-30
BH Bull Harbor Capital LLCDiversified strategy	$512.8M	+37.4%	554 +96	NVDA	2026-06-30
NI Naria Inc.Concentrated strategy	$512.6M	-7.9%	1	GLNG	2026-06-30
MC Magnitude Capital, LLCConcentrated strategy	$512.4M	+13.8%	1	HAMILTON INSURANCE GROUP LTD	2026-06-30
RS Retirement Solution LLCConcentrated strategy	$511.4M	+21.0%	75 +18	DFSU	2026-06-30
TW Tempus Wealth Planning, LLCDiversified strategy	$511.4M	+17.5%	282 +12	GE	2026-06-30
NL Next Level Private LLCDiversified strategy	$510.5M	+15.3%	174 -1	QGRO	2026-06-30
MV Medina Value Partners, LLCSector-focused	$510.4M	+6.9%	28 -2	KMT	2026-06-30
MP Midwest Professional Planners, LTD.Diversified strategy	$510.3M	+20.2%	131 -6	SPY	2026-06-30
WC Welch Capital Partners Llc/nyConcentrated strategy	$510.3M	+14.9%	26	VOO	2026-06-30
RP Richard P Slaughter Associates IncDiversified strategy	$510.1M	+10.3%	109 +10	JIRE	2026-06-30
TG Timothy G. Youngquist 2020 Irrevocable TrustHigh-turnover trader	$510.0M	+119.9%	116 -331	VGT	2026-06-30
SS Spruce Street Capital LPSector-focused	$509.7M	+22.5%	30 +2	KNSA	2026-06-30
TC Towneley Capital Management, Inc / DEMomentum follower	$509.5M	+6.6%	46 +4	VTI	2026-06-30
CR Castle Rock Wealth Management, LLCDiversified strategy	$509.4M	+10.3%	268 +6	NVDA	2026-06-30
AG Alibaba Group Holding LtdConcentrated strategy	$509.4M	-21.9%	2	XPEV	2026-06-30
AW Aries Wealth ManagementDiversified strategy	$509.3M	+12.0%	242 +8	AAPL	2026-06-30
FS Financial Sense Advisors, Inc.Diversified strategy	$508.4M	+3.2%	137 -5	VOO	2026-06-30
RI Renaissance Investment Group LLCDiversified strategy	$508.4M	+9.2%	84 +3	AVGO	2026-06-30
HC Hourglass Capital, LLCDiversified strategy	$508.4M	+5.8%	127 -3	GOOGL	2026-06-30
5N 55 North Private Wealth, LLCDiversified strategy	$508.2M	+30.1%	304 +94	DFAU	2026-06-30
MC Mcrae Capital Management IncDiversified strategy	$508.1M	+5.4%	113 +7	WSM	2026-06-30
BF Beacon Financial Advisory LLCDiversified strategy	$508.0M	+14.7%	417 +15	CGDV	2026-06-30
II Integrated Investment Consultants, LLCDiversified strategy	$507.8M	-0.4%	637 +95	IWF	2026-06-30
RE Roof Eidam Maycock Peralta, LLCDiversified strategy	$507.7M	+16.4%	127 +2	VEA	2026-06-30
OP Old Port AdvisorsDiversified strategy	$507.6M	+16.9%	267 +28	STX	2026-06-30
GS Gagnon Securities LLCDiversified strategy	$507.1M	+17.1%	83 -2	CDNA	2026-06-30
LS Liberty Street Advisors, Inc.High-turnover trader	$507.0M	+1123.8%	4	—	2026-06-30
HI HGC Investment Management Inc.Diversified strategy	$506.6M	+12.2%	186 +14	—	2026-06-30
LN Lightrock Netherlands B.V.Momentum follower	$506.4M	+8.2%	37 -2	SPSC	2026-06-30
UM Ulysses Management LLCHigh-turnover trader	$506.0M	-36.9%	42 +7	AMZN	2026-06-30

Showing 3,775-3,825 of 13,276 institutions