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
PW Peterson Wealth ServicesDiversified strategy	$458.7M	+13.3%	245 +30	FIX	2026-06-30
GC G2 Capital Management, LLC / OhSector-focused	$458.6M	+11.5%	70 -3	DFUS	2026-06-30
CI Coleford Investment Management Ltd.Contrarian	$458.5M	+12.4%	23 -1	RY	2026-06-30
GA Global Assets Advisory, LLCDiversified strategy	$458.3M	+37.7%	322 -184	AAPL	2026-06-30
SS Seven Springs Wealth Group, LLCDiversified strategy	$458.1M	+5.9%	85 +4	DGRO	2026-06-30
AF AllGen Financial Advisors, Inc.Sector-focused	$458.0M	+8.7%	36 -4	VTI	2026-06-30
SA Strategic Advisors LLCDiversified strategy	$457.2M	-24.1%	164 -19	AAPL	2026-06-30
WP Westmount Partners, LLCDiversified strategy	$457.1M	+12.5%	275 +11	AAPL	2026-06-30
AP Atlas Private Wealth AdvisorsDiversified strategy	$456.8M	+7.5%	139 +7	SPMD	2026-06-30
CC Carmel Capital Management L.L.C.Momentum follower	$456.4M	+30.7%	28 +3	AMAT	2026-06-30
CI Canal Insurance CODiversified strategy	$456.3M	-2.0%	76	DELL	2026-06-30
WP Warther Private Wealth, LLCDiversified strategy	$455.9M	+6.9%	50 +10	SCHW	2026-06-30
CC Carderock Capital Management IncDiversified strategy	$455.8M	+12.6%	67 -6	LRCX	2026-06-30
LW Legacy Wealth Asset Management, LLCDiversified strategy	$455.6M	+10.9%	380 +6	FBTC	2026-06-30
CL Clg LLCDiversified strategy	$455.4M	+13.1%	156 +22	IVV	2026-06-30
CW Cordatus Wealth Management LLCDiversified strategy	$455.3M	+8.4%	168 +4	IWD	2026-06-30
NI Natural Investments, LLCDiversified strategy	$455.2M	+12.3%	301 +13	AAPL	2026-06-30
CF Colony Family Offices, LLCSector-focused	$455.1M	+12.2%	61 -1	DFUS	2026-06-30
MC Miramar Capital, LLCDiversified strategy	$455.0M	+1.3%	57 +1	ABBV	2026-06-30
BI Bulldog Investors, LLPDiversified strategy	$454.7M	+2.2%	228 +12	STEW	2026-06-30
LC Lisanti Capital Growth, LLCDiversified strategy	$454.6M	+14.6%	109 +6	HNGE	2026-06-30
HF Highland Financial Advisors, LLCDiversified strategy	$454.6M	+20.0%	73 +6	SPYM	2026-06-30
PI Progressive Investment Management CorpDiversified strategy	$454.4M	+20.0%	56 -2	AAPL	2026-06-30
GA GSG Advisors LLCDiversified strategy	$454.3M	+18.0%	149 +12	VTI	2026-06-30
MI Markowski InvestmentsDiversified strategy	$454.2M	—	619	SPYG	2026-06-30
II Integral Investment Advisors, Inc.Diversified strategy	$454.0M	+13.0%	181 +7	VOO	2026-06-30
WC Weaver Capital Management LLCDiversified strategy	$453.9M	-1.5%	172 -2	IEI	2026-06-30
GF Gray FoundationConcentrated strategy	$453.7M	+14.4%	9 -2	HLT	2026-06-30
BW Beam Wealth Advisors, Inc.Diversified strategy	$453.4M	+12.9%	117 +9	IVV	2026-06-30
IP Indigo Partners LLCConcentrated strategy	$453.0M	+69.5%	2	ULCC	2026-06-30
AC Aspen Capital Management, LLCDiversified strategy	$453.0M	+12.1%	83 +6	DFIC	2026-06-30
CI Caz Investments LPHigh-turnover trader	$452.9M	+429.1%	59 +14	BLUE OWL CAPITAL INC	2026-06-30
BR Boston Research & Management IncDiversified strategy	$452.6M	+5.7%	121 +6	IVV	2026-06-30
BF Bitwise Funds TrustSector-focused	$452.4M	—	56	COIN	2026-06-30
BA Brand Asset Management Group, Inc.Diversified strategy	$452.4M	+17.6%	223 +30	IEMG	2026-06-30
FD Freedom Day Solutions, LLCDiversified strategy	$452.0M	+21.3%	134 +38	MBOX	2026-06-30
W& Winmill & Co. IncDiversified strategy	$451.7M	+30.3%	84 +5	LRCX	2026-06-30
RC Remedium Capital Partners, LLCConcentrated strategy	$451.6M	+60.6%	6	ORKA	2026-06-30
IW Ironwood Wealth Management, LLC.Sector-focused	$451.2M	+29.4%	55 +8	IEFA	2026-06-30
EC Endure Capital Management, LLCHigh-turnover trader	$450.8M	+209.6%	50 +15	—	2026-06-30
LL Lpwm LLCDiversified strategy	$450.7M	+13.7%	98 +4	VONG	2026-06-30
CF CWS Financial Advisors, LLCDiversified strategy	$450.6M	+15.5%	171 +14	SYK	2026-06-30
RC Riposte Capital LLCHigh-turnover trader	$450.6M	+14.8%	28 +4	AMD	2026-06-30
BA Bard Associates IncDiversified strategy	$450.5M	+13.1%	293	JAAA	2026-06-30
AC Anchorage Capital Group, L.L.C.Concentrated strategy	$450.5M	+3.3%	3	EQPT	2026-06-30
KF Kelly Financial Group LLCDiversified strategy	$450.1M	+13.2%	107 +7	BBUS	2026-06-30
RA Rwc Asset AdvisorsMomentum follower	$449.6M	-3.2%	16 +2	TSM	2026-06-30
SF Strengthening Families & Communities, LLCDiversified strategy	$449.6M	+12.2%	846 +257	AAPL	2026-06-30
DI Diligent Investors, LLCDiversified strategy	$449.1M	+11.2%	357 +11	SPYG	2026-06-30
CS Cincinnati Specialty Underwriters Insurance CODiversified strategy	$449.0M	+9.1%	45 -1	AAPL	2026-06-30
BS Bregal Sagemount IV General Partner Jersey LtdConcentrated strategy	$449.0M	-5.0%	1	NP	2026-06-30

Showing 4,081-4,131 of 13,276 institutions