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
CC Cadent Capital Advisors, LLCDiversified strategy	$485.1M	+25.5%	214 +13	SOXX	2026-06-30
CP Crestview Partners IV GP, L.P.Concentrated strategy	$484.9M	+46.2%	2	PRSU	2026-06-30
F& Field & Main BankDiversified strategy	$484.8M	+41.1%	340 +14	SYBT	2026-06-30
AA Ashford Advisors, LLCConcentrated strategy	$484.8M	+12.9%	23	IVV	2026-06-30
FC Foursixthree Capital LPHigh-turnover trader	$484.7M	+80.6%	17 -1	—	2026-06-30
PW Prentice Wealth Management LLCDiversified strategy	$484.4M	+9.3%	126 +9	AGG	2026-06-30
WP Wedgewood Partners IncMomentum follower	$484.4M	+0.0%	18 -4	TSM	2026-06-30
GV Global View Capital Management LLCMomentum follower	$484.4M	+28.6%	146 +6	MQQQ	2026-06-30
SC Shengqi CapitalHigh-turnover trader	$483.7M	+615.5%	12 +7	MU	2026-06-30
AP Aspire Private Capital, LLCDiversified strategy	$483.7M	+9.2%	291 -1	SPY	2026-06-30
HB Heartland Bank & Trust CoDiversified strategy	$483.3M	+9.3%	358 +8	VCRB	2026-06-30
SM Sciencast Management LPDiversified strategy	$482.4M	-38.5%	235 -8	PWR	2026-06-30
CC Capital City Trust Co/flDiversified strategy	$482.2M	+10.2%	211 +17	EDV	2026-06-30
SL Storgate, LLCDiversified strategy	$482.1M	+278.2%	351 +181	FBCG	2026-06-30
SC Sage Capital Advisors,llcDiversified strategy	$481.9M	+11.8%	140 +11	AAPL	2026-06-30
SA Stewardship Advisors, LLCDiversified strategy	$481.4M	+10.6%	175 +7	IVV	2026-06-30
WA Winch Advisory Services, LLCDiversified strategy	$481.4M	+9.9%	568 +37	SPTM	2026-06-30
BR Bender Robert & AssociatesSector-focused	$481.2M	+15.4%	39 -6	NVDA	2026-06-30
MA Mudita Advisors LLPMomentum follower	$481.0M	-1.8%	24 -4	HGV	2026-06-30
NC NovaPoint Capital, LLCDiversified strategy	$480.9M	+20.6%	161 +82	GLW	2026-06-30
HW Hurlow Wealth Management Group, Inc.Diversified strategy	$480.6M	+14.4%	125 +5	VV	2026-06-30
M& Mason & Associates, LLCLong-term holder	$480.6M	+10.1%	45 +1	VV	2026-06-30
OM Old Mission Investment Co LLCDiversified strategy	$480.5M	+12.2%	163 +14	VEA	2026-06-30
SG Standard General L.P.High-turnover trader	$480.2M	+42.7%	2	BALY	2026-06-30
NF Napier Financial, LLCDiversified strategy	$480.0M	+10.1%	472 -137	IWB	2026-06-30
MM Marino Management, LLCConcentrated strategy	$479.9M	-12.3%	11	GLD	2026-06-30
CG Continental General Insurance CoMomentum follower	$479.6M	-30.8%	9 -2	GEO	2026-06-30
FN Farmers National BankDiversified strategy	$479.2M	+7.0%	245 -6	AAPL	2026-06-30
BO Bank of New HampshireDiversified strategy	$479.2M	+9.6%	537 -5	IVV	2026-06-30
VL Valueworks LLCMomentum follower	$479.2M	+30.6%	38 +3	INTC	2026-06-30
TF Triune Financial Partners, LLCConcentrated strategy	$478.9M	+13.9%	49 +2	DFAC	2026-06-30
KD Kraft, Davis & Associates, LLCDiversified strategy	$478.8M	+2.0%	155 +4	SMH	2026-06-30
MH May Hill Capital, LLCDiversified strategy	$478.7M	+20.2%	256 +33	IVV	2026-06-30
EF Evernest Financial Advisors, LLCDiversified strategy	$478.1M	-0.7%	191 +11	SPSM	2026-06-30
BI Barry Investment Advisors, LLCDiversified strategy	$478.1M	+5.4%	102 +3	FNDF	2026-06-30
KL Knox Lane LPConcentrated strategy	$478.0M	+47.0%	1	PTRN	2026-06-30
MF Mattson Financial Services, LLCDiversified strategy	$477.8M	+14.1%	235 +3	NVDA	2026-06-30
PW Palumbo Wealth Management LLCDiversified strategy	$477.6M	+16.6%	237 +16	SPY	2026-06-30
CW Cornerstone Wealth Advisors, Inc.Sector-focused	$477.2M	+9.9%	55 +6	SCHR	2026-06-30
SA Standpoint Asset Management, LLCMomentum follower	$477.0M	+15.7%	8	VOO	2026-06-30
RH Rfg Holdings, Inc.Sector-focused	$476.9M	+20.1%	87 +17	VOO	2026-06-30
GC Gator Capital Management, LLCDiversified strategy	$476.6M	-2.6%	68 -23	HOOD	2026-06-30
ZC Z3 Capital Partners, LLCDiversified strategy	$476.4M	+20.6%	192 +5	EMO	2026-06-30
EC Elemental Capital Partners LLCConcentrated strategy	$476.3M	+102.8%	12	BE	2026-06-30
MG Magnolia Group, LLCSector-focused	$476.3M	-11.4%	16 +4	NNI	2026-06-30
PA Paragon Advisors, LLCSector-focused	$476.1M	+28.4%	77 +1	QQQM	2026-06-30
JG Joseph Group Capital ManagementDiversified strategy	$476.0M	+18.9%	387 +8	JCPB	2026-06-30
LF Lighthouse Financial Services Inc /advDiversified strategy	$475.9M	+7.3%	102 +3	XLK	2026-06-30
DC DG Capital Management, LLCSector-focused	$474.9M	+45.6%	27 +2	TLN	2026-06-30
PE Park Edge Advisors, LLCSector-focused	$474.9M	+9.5%	154 +13	LECO	2026-06-30
F& Financial & Tax Architects, LLCDiversified strategy	$474.3M	+5.8%	110 +2	FBND	2026-06-30

Showing 3,928-3,978 of 13,276 institutions