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
MB Mizuho Bank, Ltd.High-turnover trader	$467.4M	+26.5%	6 +2	GLD	2026-06-30
TA Talaria Asset Management Pty LtdMomentum follower	$467.3M	-5.7%	12	EG	2026-06-30
KF Kelly Financial Services LLCDiversified strategy	$467.2M	+12.9%	141 +13	IVV	2026-06-30
SC Stokes Capital Advisors, LLCDiversified strategy	$466.9M	+4.7%	164 +3	AVGO	2026-06-30
AC ADW Capital Management, LLCSector-focused	$466.9M	+81.5%	11	CODI	2026-06-30
CM CVC Management Holdings II Ltd.Concentrated strategy	$466.7M	+11.2%	4 +1	WOOF	2026-06-30
RC Rothschild Capital Partners, LLCDiversified strategy	$466.6M	+14.5%	90	AAPL	2026-06-30
PC Poehling Capital Management, INC.Diversified strategy	$466.3M	-1.8%	166 +11	BRK-B	2026-06-30
PN PW Nova Financial Services LLCDiversified strategy	$466.2M	+16.9%	208 +15	IWF	2026-06-30
PG Pilgrim Global Advisors LLCConcentrated strategy	$466.1M	-39.6%	3	NMM	2026-06-30
MI Meridian Investment Counsel Inc.Diversified strategy	$465.9M	+10.9%	250 +13	TSM	2026-06-30
SM Skaana Management L.P.Diversified strategy	$465.3M	+57.4%	173 +15	CORZW	2026-06-30
ER Eldred Rock Partners, LLCMomentum follower	$465.1M	+18.4%	29 -2	LRCX	2026-06-30
F& Farmers & Merchants Trust Co of Long BeachDiversified strategy	$464.8M	+9.2%	324 +22	FMBL	2026-06-30
UA United American Securities Inc.Momentum follower	$464.1M	+1.3%	22 +3	BRK-B	2026-06-30
SW SMART Wealth LLCDiversified strategy	$464.0M	+35.9%	222 +15	BILZ	2026-06-30
PL Paradiem, LLCDiversified strategy	$463.8M	+2.2%	68 -2	RDVY	2026-06-30
NF Nikulski Financial, Inc.Diversified strategy	$463.6M	+14.4%	183 +8	AAPL	2026-06-30
HF Home Federal Bank Of TennesseeMomentum follower	$463.3M	+15.9%	176 +24	IVV	2026-06-30
CW Centennial Wealth Advisory LLCDiversified strategy	$463.2M	+12.2%	181 +21	BUFD	2026-06-30
MI Mariner Investment Group LLCMomentum follower	$463.1M	+33.9%	124 +16	IBIT	2026-06-30
SC Step Capital Management Pte. Ltd.High-turnover trader	$463.1M	+85.9%	26 -1	MU	2026-06-30
SP SWS PartnersDiversified strategy	$463.0M	+14.2%	108 -4	IVV	2026-06-30
OW Opal Wealth Advisors, LLCDiversified strategy	$463.0M	+4.7%	224 -382	PVAL	2026-06-30
W& Whitcomb & Hess, Inc.Diversified strategy	$463.0M	+8.0%	66 +2	SPYV	2026-06-30
OW Outlook Wealth Advisors, LLCDiversified strategy	$462.7M	+12.0%	305 -5	IVV	2026-06-30
MI Milestone Investment Advisors LLCDiversified strategy	$462.7M	+11.8%	141 +2	SPHQ	2026-06-30
GO Great Oak Capital Partners, LLCMomentum follower	$462.7M	+7.6%	45 -2	DFAT	2026-06-30
EB Essex BankDiversified strategy	$462.5M	+2.3%	574 +21	AAPL	2026-06-30
PF Patton Fund Management, Inc.Diversified strategy	$462.4M	-21.5%	86 -402	IEF	2026-06-30
BC Berkshire Capital Holdings IncDiversified strategy	$462.3M	+66.8%	122 +8	MU	2026-06-30
FC Fielder Capital Group LLCDiversified strategy	$462.0M	+0.6%	303 +13	COPX	2026-06-30
MW Marks Wealth, LLCHigh-turnover trader	$461.9M	+21.5%	19 +7	VLUE	2026-06-30
MA Mokosak Advisory Group, LLCMomentum follower	$461.7M	+15.6%	38 +4	SCHV	2026-06-30
BC Brightline Capital Management, LLCSector-focused	$461.5M	+36.5%	11 +2	VSAT	2026-06-30
UC Uncommon Cents Investing LLCDiversified strategy	$461.5M	+7.1%	215 +7	ASA	2026-06-30
HI Harrell Investment Partners, LLCDiversified strategy	$461.3M	+10.1%	144	AVGO	2026-06-30
PC Prevatt Capital LtdSector-focused	$461.2M	+24.3%	12 +1	CARG	2026-06-30
PA Peregrine Asset Advisers, Inc.Diversified strategy	$461.1M	+24.2%	218 +29	SGOV	2026-06-30
IA Investment Advisory Group, LLCDiversified strategy	$461.0M	+17.2%	220 +26	VUG	2026-06-30
SG Sector Gamma AsSector-focused	$461.0M	+8.8%	40 -2	BMY	2026-06-30
JC Joho Capital LLCSector-focused	$460.4M	+23.4%	10	MSFT	2026-06-30
GI Generali Investments, Management Co LLCDiversified strategy	$460.3M	+7.1%	164 +2	NVDA	2026-06-30
AW Alpine Woods Capital Investors, LLCDiversified strategy	$460.2M	+10.4%	220 +20	WFC	2026-06-30
DC DeDora Capital, Inc.Diversified strategy	$460.1M	+12.8%	129 +6	VUG	2026-06-30
RA RIA Advisory Group LLCDiversified strategy	$459.6M	+9.2%	154 +9	RSP	2026-06-30
AM Atwater Malick LLCDiversified strategy	$459.1M	+24.0%	130 +30	IVV	2026-06-30
AI Arrowpoint Investment PartnersDiversified strategy	$459.0M	+308.0%	129 +47	SMH	2026-06-30
VI VELA Investment Management, LLCDiversified strategy	$459.0M	+7.1%	165 -7	KEX	2026-06-30
SS Syverson Strege & CoMomentum follower	$458.9M	+10.4%	186 +17	DFAC	2026-06-30
RF RDA Financial NetworkDiversified strategy	$458.8M	+14.8%	286 +13	NVDA	2026-06-30

Showing 4,030-4,080 of 13,276 institutions