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.

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13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
PP Peak Planning Group, LLCDiversified strategy	$443.1M	+22.8%	128 +8	QQQ	2026-06-30
AS Adams Street Partners LLCConcentrated strategy	$442.7M	+70.0%	4 +1	BLLN	2026-06-30
BI Bouvel Investment Partners, LLCDiversified strategy	$442.3M	+28.3%	84 +6	MRVL	2026-06-30
FP Franklin, Parlapiano, Turner & Welch, LLCDiversified strategy	$442.2M	+5.4%	55	VOO	2026-06-30
HH HWG Holdings LPDiversified strategy	$442.2M	+15.0%	44 -11	IVV	2026-06-30
CP Cerro Pacific Wealth Advisors LLCDiversified strategy	$442.2M	+16.0%	165 +6	QQQ	2026-06-30
SA Sagewood Asset Management LPDiversified strategy	$442.0M	+38.5%	432 +95	BRK-B	2026-06-30
DA Doliver Advisors, LPLong-term holder	$441.9M	+0.5%	191 +11	XOM	2026-06-30
TP Twin Peaks Wealth Advisors, LLCDiversified strategy	$441.5M	+11.2%	226 -2,143	IVV	2026-06-30
AA Alta Advisers LtdDiversified strategy	$441.2M	+59.6%	220 +13	VT	2026-06-30
PT Pioneer Trust Bank N A/orDiversified strategy	$441.1M	+7.0%	136 +2	AAPL	2026-06-30
MB Morton Brown Family Wealth, LLCMomentum follower	$441.1M	+16.6%	416 +124	SCHB	2026-06-30
CS Cardinal Strategic Wealth GuidanceMomentum follower	$441.0M	+16.3%	67 +4	IVV	2026-06-30
LW Long Walk Management LPMomentum follower	$440.8M	+28.3%	14 +3	TSM	2026-06-30
AF Advus Financial Partners, LLCDiversified strategy	$440.5M	+10.3%	261 +15	ITOT	2026-06-30
DS Droms Strauss Advisors Inc /mo/ /advDiversified strategy	$440.5M	+15.2%	81 +4	IVV	2026-06-30
RW Roberts Wealth Advisors, LLCDiversified strategy	$440.3M	+11.8%	111 +1	JPST	2026-06-30
EC Euclidean Capital LLCConcentrated strategy	$439.8M	+12.1%	11 +1	VEU	2026-06-30
TA Turiya Advisors Asia LtdConcentrated strategy	$439.6M	-11.4%	3 -2	NOK	2026-06-30
NC New Capital Management LPSector-focused	$439.0M	+8.2%	60 +1	DFAC	2026-06-30
OG OnyxPoint Global Management LPHigh-turnover trader	$438.9M	+3.4%	35 +6	ISHARES TR	2026-06-30
HS HighVista Strategies LLCDiversified strategy	$438.6M	+21.1%	147 -9	DBC	2026-06-30
BC Bridge City Capital, LLCDiversified strategy	$438.1M	+21.4%	114 +6	ONTO	2026-06-30
AS Astoria Strategic Wealth, Inc.Sector-focused	$437.8M	+11.1%	36 -1	VTI	2026-06-30
C& Citizens & Northern CORPDiversified strategy	$437.7M	+9.2%	117 -2	VONG	2026-06-30
PM Prudent Man Advisors, LLCDiversified strategy	$437.5M	+31.0%	142 +7	VTI	2026-06-30
FW Fairway Wealth LLCDiversified strategy	$437.4M	+15.4%	239 +47	VOO	2026-06-30
SI Strategic Investment Solutions, Inc. /ILDiversified strategy	$437.3M	+5.6%	8,449 -45	VUG	2026-06-30
WC Westend Capital Management, LLCDiversified strategy	$437.2M	+31.2%	242 -12	BA	2026-06-30
IC IDG-Accel China Capital II Associates L.P.Concentrated strategy	$436.8M	-34.6%	1	CRCL	2026-06-30
CS City State BankDiversified strategy	$436.4M	+13.3%	809 +25	AAPL	2026-06-30
BC Boltwood Capital ManagementDiversified strategy	$436.4M	+11.3%	192 +8	SCHF	2026-06-30
AW Aquire Wealth Advisors, LLCSector-focused	$436.3M	+14.7%	54 +5	DFAU	2026-06-30
PP Prosperity Planning, Inc.Diversified strategy	$436.3M	+10.6%	117 +7	ISTB	2026-06-30
MC Monarch Capital Management IncDiversified strategy	$436.2M	+6.8%	130 +3	MSFT	2026-06-30
BF Bare Financial Services, IncDiversified strategy	$435.9M	+15.2%	3,039 +182	IVV	2026-06-30
AW Able Wealth Management LLCDiversified strategy	$435.8M	+16.5%	182 +44	IVV	2026-06-30
PF Peak Financial Management, Inc.Diversified strategy	$435.5M	+10.6%	114 +14	VXUS	2026-06-30
RC Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-YorkConcentrated strategy	$435.3M	+0.9%	2	ACWI	2026-06-30
GA Goodman Advisory Group, LLCDiversified strategy	$435.0M	+12.9%	69 -115	CWB	2026-06-30
LC Lionstone Capital Management LLCSector-focused	$435.0M	+5.3%	11 -1	APG	2026-06-30
ML MPS Loria Financial Planners, LLCSector-focused	$435.0M	+14.8%	91 -3	IWB	2026-06-30
OC One Charles Private Wealth Services, LLCDiversified strategy	$434.5M	+8.7%	177 +17	BRK-B	2026-06-30
CA Cape Ann Asset Management LtdSector-focused	$434.4M	-1.3%	12 +1	KGC	2026-06-30
CF Carr Financial Group CorpDiversified strategy	$434.4M	+14.6%	182 +8	BND	2026-06-30
NR New Republic Capital, LLCDiversified strategy	$434.2M	+46.3%	352 +40	AAPL	2026-06-30
NI Neo Ivy Capital ManagementDiversified strategy	$434.0M	+14.5%	345 +30	VMC	2026-06-30
HS Hussman Strategic Advisors, Inc.Diversified strategy	$434.0M	-6.2%	231 -37	PEP	2026-06-30
DC Divisar Capital Management LLCSector-focused	$434.0M	+10.6%	28 +2	ONTO	2026-06-30
SC Seafarer Capital Partners, LLCSector-focused	$433.9M	-0.4%	9	ITUB	2026-06-30
CE Clark Estates Inc/nyDiversified strategy	$433.7M	+4.2%	90 -7	ECML	2026-06-30

Showing 4,183-4,233 of 13,276 institutions