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
BH Bay Harbor Wealth Management, LLCDiversified strategy	$433.6M	+12.4%	1,293 -8	IVV	2026-06-30
BG BRC Group Holdings, Inc.Concentrated strategy	$433.6M	-5.0%	37 +16	BW	2026-06-30
CC Creative Capital Management Investments LLCMomentum follower	$433.5M	+24.4%	1,438 +1,114	DFAX	2026-06-30
SW Shah Wealth Advisors, LLCDiversified strategy	$433.3M	—	79	DYNF	2026-06-30
SI Safeguard Investment Advisory Group, LLCDiversified strategy	$433.1M	+19.6%	178 +35	DFAC	2026-06-30
HC Heights Capital Management, IncDiversified strategy	$433.1M	+20.7%	323 +58	FLUT	2026-06-30
IP Intergy Private Wealth, LLCDiversified strategy	$433.0M	+27.0%	147 +24	QQQ	2026-06-30
GP Greenstone Partners & Co., LLCSector-focused	$432.6M	+9.5%	8 -1	APP	2026-06-30
EC EdgeRock Capital LLCDiversified strategy	$432.4M	+17.0%	134 +8	FELC	2026-06-30
CP Cornerstone Planning, LLCDiversified strategy	$432.3M	-2.4%	136 -5	SCHX	2026-06-30
GP Grandeur Peak Global Advisors, LLCDiversified strategy	$432.1M	+1.2%	75 -11	KAI	2026-06-30
IP Investment Planning Advisors, Inc.Diversified strategy	$431.8M	+18.9%	118 +11	SPYM	2026-06-30
MC Monimus Capital Management, LPDiversified strategy	$431.8M	+19.7%	56 +1	GEV	2026-06-30
GC Gradient Capital Advisors, LLCDiversified strategy	$431.8M	+11.9%	179 +2	IVV	2026-06-30
BA Blueshift Asset Management, LLCDiversified strategy	$431.7M	+31.0%	556 +72	IWM	2026-06-30
BP Boundless Plain Holdings LtdHigh-turnover trader	$431.6M	+42.1%	11 -11	SNDK	2026-06-30
SP Siemens Pension Trust E VConcentrated strategy	$431.3M	-1.3%	1	FLNC	2026-06-30
BP BWM Planning, LLCDiversified strategy	$431.2M	+13.8%	141 +23	VTI	2026-06-30
CW Ccg Wealth Management, LLCDiversified strategy	$431.1M	+16.9%	150 +14	SPYM	2026-06-30
PW Private Wealth Management Group, LLCDiversified strategy	$431.0M	+13.2%	1,472 +30	DFAC	2026-06-30
CR Cat Rock Capital Management LPMomentum follower	$431.0M	-33.0%	7 -7	TDG	2026-06-30
DP Doma Perpetual Capital Management LLCSector-focused	$430.8M	+15.7%	13 +2	PCRX	2026-06-30
BA BOS Asset Management, LLCDiversified strategy	$430.7M	+10.0%	204 +4	YEAR	2026-06-30
PA PSI Advisors, LLCDiversified strategy	$430.5M	+3.1%	151 -154	QQQ	2026-06-30
FC Fusion Capital, LLCDiversified strategy	$430.4M	+16.1%	112 +8	FLTR	2026-06-30
LW Luminvest Wealth Management LLCSector-focused	$430.3M	+12.5%	58 +3	VTI	2026-06-30
WB West Branch Capital LLCDiversified strategy	$430.3M	+15.2%	355 -23	AAPL	2026-06-30
RS Rakuten Securities, Inc.Diversified strategy	$430.2M	+78.7%	914 +35	MU	2026-06-30
SF Strategic Family Wealth Counselors, L.L.C.Diversified strategy	$430.0M	+12.9%	182 +19	SCHG	2026-06-30
PG Prostatis Group LLCDiversified strategy	$429.4M	+9.9%	190 +23	THIR	2026-06-30
VI Virtus Investment Advisers, LLCDiversified strategy	$429.2M	+18.4%	463 +13	MU	2026-06-30
MS Main Street Group, LTDLong-term holder	$429.2M	+26.1%	1,544 -14	QLD	2026-06-30
NL Navalign, LLCDiversified strategy	$429.1M	+8.2%	132 +5	FBND	2026-06-30
LF Legacy Financial Group, Inc.Diversified strategy	$428.5M	+13.2%	104 +15	AVUS	2026-06-30
TL Truefg, LLCMomentum follower	$428.2M	+13.5%	75 +4	SPDW	2026-06-30
SP Straight Path Wealth ManagementDiversified strategy	$427.8M	+14.3%	141 +12	DFAC	2026-06-30
BC Boone Capital Management LLCSector-focused	$427.5M	+31.0%	16 +3	TFX	2026-06-30
BT BankPlus Trust DepartmentDiversified strategy	$427.5M	+14.2%	514 +6	IVV	2026-06-30
SC Sound Capital Solutions LLCDiversified strategy	$427.4M	—	309	SPYM	2026-06-30
DL Dockside LLCDiversified strategy	$427.4M	+7.6%	184 +7	AIZ	2026-06-30
DM DSC Meridian Capital LPSector-focused	$427.2M	+31.4%	15 -4	AERO	2026-06-30
LM Lester Murray Antman dba SimplyRichDiversified strategy	$427.1M	+9.2%	216 -17	GOOG	2026-06-30
IA Ironsides Asset Advisors, LLCSector-focused	$426.9M	+7.1%	83 +3	LOW	2026-06-30
VW Vermillion Wealth Management, Inc.Diversified strategy	$426.5M	+67.4%	1,786 +223	DFUS	2026-06-30
PA Prairie Advisory, LLCDiversified strategy	$426.4M	—	167	SPY	2026-06-30
RW Ruedi Wealth Management, Inc.Sector-focused	$426.3M	+9.8%	62 +4	DFAC	2026-06-30
AC AyurMaya Capital Management Company, LPConcentrated strategy	$426.0M	+27.7%	1	ALMS	2026-06-30
LW Lifelong Wealth Advisors, Inc.Sector-focused	$425.6M	+13.1%	99 +9	SPYM	2026-06-30
GI Go Invest LLCMomentum follower	$425.5M	+22.0%	129 +7	VOO	2026-06-30
AW Ashoka WhiteOak Capital Pte LtdSector-focused	$425.3M	+61.4%	17 -1	PAC	2026-06-30
WM Wealth Management Partners, LLCDiversified strategy	$425.0M	+21.5%	154 +7	AVNM	2026-06-30

Showing 4,234-4,284 of 13,276 institutions