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
CI Chase Investment Counsel CORPDiversified strategy	$473.8M	+24.4%	138 -11	GOOGL	2026-06-30
S& Scott & Selber, Inc.Diversified strategy	$473.7M	+22.3%	91	MU	2026-06-30
II Ipswich Investment Management Co., Inc.Diversified strategy	$473.6M	+11.2%	190 +5	AAPL	2026-06-30
GP Guidance Point Advisors, LLCSector-focused	$473.6M	+12.2%	102 +6	JPM	2026-06-30
AW Austin Wealth Management, LLCDiversified strategy	$473.4M	+7.5%	126 +8	DFAU	2026-06-30
AI ArchPoint InvestorsDiversified strategy	$473.4M	+12.7%	80 +2	GOOGL	2026-06-30
VD Van Den Berg Management I, IncDiversified strategy	$473.3M	+8.5%	120 -13	DELL	2026-06-30
AI American Investment Services, Inc.Diversified strategy	$473.3M	+5.6%	133 +1	GLDM	2026-06-30
LS Logan Stone Capital, LLCDiversified strategy	$473.2M	+31.4%	155 +22	FOX	2026-06-30
BW BCGM Wealth Management, LLCDiversified strategy	$473.0M	+18.8%	182 +4	ITOT	2026-06-30
SM Shelter Mutual Insurance CoDiversified strategy	$472.8M	+5.1%	58	IVV	2026-06-30
CH Copper Harbor Investment Advisors, LLCDiversified strategy	$472.4M	—	95	AVUS	2026-06-30
WC Whitener Capital Management, Inc.Diversified strategy	$472.1M	+7.7%	184 +10	GOOGL	2026-06-30
SW Summit Wealth & Retirement Planning, Inc.Diversified strategy	$471.9M	+12.6%	113 +5	SCHV	2026-06-30
CA Cordoba Advisory Partners LLCDiversified strategy	$471.8M	+30.4%	144 +26	AGG	2026-06-30
AW Acumen Wealth Advisors, LLCDiversified strategy	$471.8M	+26.9%	493 -20	AGG	2026-06-30
LS Lansing Street AdvisorsDiversified strategy	$471.7M	+18.8%	167 +16	VOO	2026-06-30
AC Aisling Capital Management LPConcentrated strategy	$471.6M	-1.0%	14 +1	BBIO	2026-06-30
PC Peavine Capital, LLCConcentrated strategy	$471.6M	+5.7%	9	SPY	2026-06-30
PW Paulson Wealth Management Inc.Diversified strategy	$471.4M	+10.5%	146 +9	IWF	2026-06-30
CF California First Leasing CORPSector-focused	$471.1M	+51.0%	34 -5	MU	2026-06-30
DW Decker Wealth Management LLCDiversified strategy	$471.1M	+6.9%	107 +2	VUG	2026-06-30
DR D.B. Root & Company, LLCDiversified strategy	$470.8M	+12.5%	207 +16	JCPB	2026-06-30
BT Baker Tilly Wealth Management, LLCDiversified strategy	$470.8M	+14.5%	285 +5	VOO	2026-06-30
HN High Net Worth Advisory Group LLCDiversified strategy	$470.7M	+9.8%	250 +6	VOO	2026-06-30
AI Ami Investment Management IncDiversified strategy	$470.5M	+5.8%	78 +1	VGT	2026-06-30
JH Jones Hill Capital LPHigh-turnover trader	$470.4M	+0.8%	29 +3	BMRN	2026-06-30
BF Bill Few Associates, Inc.Diversified strategy	$470.0M	+12.6%	227 +15	JMTG	2026-06-30
AC Aster Capital ManagementDiversified strategy	$470.0M	+53.9%	808 -1	IYR	2026-06-30
WP White Pine Investment CODiversified strategy	$469.2M	+9.0%	73 +5	BRK-B	2026-06-30
HP Hartree Partners, LPDiversified strategy	$469.0M	+0.5%	127 +1	SGU	2026-06-30
MG MilWealth Group LLCLong-term holder	$468.9M	+11.6%	82 +1	VV	2026-06-30
BC Basso Capital Management, L.p.Diversified strategy	$468.8M	+186.9%	138 +1	SPY	2026-06-30
HI Hill Island Financial LLCDiversified strategy	$468.7M	+13.9%	93 +9	EBI	2026-06-30
KC KADENSA CAPITAL LtdHigh-turnover trader	$468.6M	-34.8%	28 -11	TSM	2026-06-30
EA Evergreen Advisors, LLCSector-focused	$468.6M	+10.1%	31 -137	SCHB	2026-06-30
SC Sollinda Capital Management LLCDiversified strategy	$468.4M	+13.8%	81 +5	SGOV	2026-06-30
HN Hilltop National BankDiversified strategy	$468.4M	+11.4%	1,072 +4	MSFT	2026-06-30
DM Diversified Management IncDiversified strategy	$468.1M	-19.7%	171 -91	ROK	2026-06-30
PA Paradigm Asset Management Co LLCDiversified strategy	$468.1M	+9.8%	419 -5	GOOGL	2026-06-30
KL Kelly Lawrence W & Associates Inc/caDiversified strategy	$468.0M	+30.1%	188 +6	AMD	2026-06-30
SP Sequent Planning LLCDiversified strategy	$468.0M	+13.2%	269 +27	AGG	2026-06-30
MA Mystic Asset Management, Inc.Diversified strategy	$467.9M	+8.5%	225 +7	AAPL	2026-06-30
TO Trustees of Columbia University in the City of New YorkConcentrated strategy	$467.8M	-47.5%	3	SPY	2026-06-30
QF Quattro Financial Advisors LLCDiversified strategy	$467.8M	+41.4%	93 +2	SPSB	2026-06-30
ST Speece Thorson Capital Group IncMomentum follower	$467.7M	+6.5%	37 -1	CBSH	2026-06-30
TH Truffle Hound Capital, LLCConcentrated strategy	$467.7M	+21.2%	52 +1	Spdr S&P 500 Etf Tr Put Option	2026-06-30
GC Guidance Capital, IncDiversified strategy	$467.6M	+4.9%	233 +4	SPY	2026-06-30
FG Foyston, Gordon & Payne IncDiversified strategy	$467.6M	+7.9%	68 +1	MSFT	2026-06-30
SC Steamboat Capital Partners, LLCDiversified strategy	$467.6M	+16.1%	59 +3	ACMR	2026-06-30
BA Brave Asset Management IncDiversified strategy	$467.5M	+9.6%	146 -15	EFV	2026-06-30

Showing 3,979-4,029 of 13,276 institutions