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
GL Gardner Lewis Asset Management L PDiversified strategy	$448.9M	-2.8%	75 -3	NVDA	2026-06-30
CG Continental Grain CoConcentrated strategy	$448.3M	+22.6%	4	IFF	2026-06-30
PW PCG Wealth Advisors, LLCDiversified strategy	$448.2M	+13.3%	180 +16	CGDV	2026-06-30
PC Pacific Center for Financial ServicesDiversified strategy	$448.2M	+13.7%	500 -13	QQQ	2026-06-30
HF Hartford Financial Management Inc.Diversified strategy	$448.2M	+14.2%	349 +5	JCPB	2026-06-30
WS Warren Street Wealth Advisors, LLCDiversified strategy	$448.1M	+14.0%	156 +27	VOO	2026-06-30
WH Windmill Hill Asset Management LtdConcentrated strategy	$448.1M	+39.7%	21 -2	SPYX	2026-06-30
OD One Degree Advisors IncDiversified strategy	$448.0M	+17.5%	82 +10	DFAC	2026-06-30
MC Mudrick Capital Management, L.P.High-turnover trader	$447.9M	+156.8%	4 +1	—	2026-06-30
WA WealthTrust Axiom LLCDiversified strategy	$447.6M	+10.1%	302 +12	AAPL	2026-06-30
WC Wealthspring Capital LLCDiversified strategy	$447.6M	+6.2%	208 +13	—	2026-06-30
LF Level Financial AdvisorsDiversified strategy	$447.5M	+14.1%	95 +3	VOO	2026-06-30
WG Watchman Group, Inc.Diversified strategy	$447.4M	+8.3%	73	MTBA	2026-06-30
DT Dynamic Technology Lab Private LtdDiversified strategy	$447.4M	-27.2%	632 -201	EA	2026-06-30
SC Syquant Capital SasSector-focused	$447.2M	-30.2%	38 -2	EA	2026-06-30
BW Brown Wealth Management, LLCDiversified strategy	$447.2M	+14.9%	134 +18	IVV	2026-06-30
FF Flagstone Financial ManagementMomentum follower	$447.2M	+11.0%	77 +6	DFUS	2026-06-30
OG O'Neil Global Advisors, Inc.Diversified strategy	$447.1M	+2997.8%	62 +50	LLY	2026-06-30
QP Quadrant Private Wealth Management, LLCDiversified strategy	$446.8M	-30.9%	177 -105	NVDA	2026-06-30
FW Flagship Wealth Advisors, LLCDiversified strategy	$446.7M	+29.9%	484 +90	QQQ	2026-06-30
WE World Equity Group, Inc.Diversified strategy	$446.6M	+15.7%	375 +7	AAPL	2026-06-30
WS Wellington Shields & Co., LLCDiversified strategy	$446.5M	+13.8%	329 +8	AAPL	2026-06-30
FI Fosun International LtdContrarian	$446.2M	+12.0%	73 +7	LANV	2026-06-30
CB Columbia BankDiversified strategy	$446.0M	+27.3%	270 +9	EMXC	2026-06-30
CW Channel Wealth LLCDiversified strategy	$445.9M	+8.0%	188 +13	CARY	2026-06-30
BL Brown, Lisle/cummings, Inc.Diversified strategy	$445.8M	+11.3%	1,054 +33	SPY	2026-06-30
ML Maniro LtdSector-focused	$445.7M	+35.0%	29 +4	QXO	2026-06-30
TC Tyro Capital Management LLCHigh-turnover trader	$445.7M	-51.6%	15 -11	ESTABLISHMENT LABS HOLDINGS IN	2026-06-30
HP Hunter Perkins Capital Management, LLCDiversified strategy	$445.6M	+4.5%	149 +6	BRK-B	2026-06-30
MM Meridian Management CoDiversified strategy	$445.6M	+10.8%	112 +11	VEA	2026-06-30
HH Howard Hughes Medical InstituteSector-focused	$445.4M	+7.1%	30 -1	NVDA	2026-06-30
LW Legacy Wealth Partners, LLCDiversified strategy	$445.3M	+11.6%	189 +13	IVV	2026-06-30
S& Searle & Co.Diversified strategy	$445.1M	+11.9%	194	AAPL	2026-06-30
TH Tillman Hartley LLCDiversified strategy	$445.1M	+11.8%	155 +9	DFAC	2026-06-30
LH Little House Capital LLCDiversified strategy	$445.1M	+14.9%	113 +1	AAPL	2026-06-30
D& Dumont & Blake Investment Advisors LLCDiversified strategy	$445.1M	+11.3%	204 +2	SPY	2026-06-30
CF CGC Financial Services, LLCDiversified strategy	$444.7M	+28.5%	337 +6	JAAA	2026-06-30
DW Dodds Wealth, LLCLong-term holder	$444.6M	+9.1%	56 +5	VCIT	2026-06-30
UW United Wealth Management, LLCSector-focused	$444.4M	+10.5%	24	DFAC	2026-06-30
AW Accel Wealth ManagementDiversified strategy	$444.4M	+15.9%	305 +15	DGRO	2026-06-30
TL Tradewinds, LLC.Diversified strategy	$444.3M	+43.2%	216 +63	AAPL	2026-06-30
AC Arjuna CapitalDiversified strategy	$444.3M	+13.0%	113 +4	SGOV	2026-06-30
WA Wakefield Asset Management LLLPDiversified strategy	$444.2M	+17.7%	225 +14	EFG	2026-06-30
TL Tidemark, LLCDiversified strategy	$444.2M	+12.9%	935 +34	FBND	2026-06-30
VM Venator Management LLCMomentum follower	$444.0M	+6.8%	27 -1	GOOG	2026-06-30
EA Empirical Asset Management, LLCDiversified strategy	$444.0M	+17.1%	448 +52	AAPL	2026-06-30
SW SK Wealth Management, LLCDiversified strategy	$444.0M	+23.2%	80 +3	GPIX	2026-06-30
VW Vance Wealth, LLCDiversified strategy	$443.7M	+28.2%	137 +19	DFAC	2026-06-30
DW Duncan Williams Asset Management, LLCDiversified strategy	$443.6M	+23.0%	172 +18	VUG	2026-06-30
TA TrueWealth Advisors, LLCDiversified strategy	$443.6M	+11.6%	235 +2	GRNY	2026-06-30
PC Princeton Capital Management LLCDiversified strategy	$443.4M	+20.9%	145 +6	NVDA	2026-06-30

Showing 4,132-4,182 of 13,276 institutions