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
SI Sterling Investment Counsel, LLCDiversified strategy	$424.8M	+19.1%	197 +1	IVW	2026-06-30
RI Rinkey InvestmentsDiversified strategy	$424.8M	+8.7%	128 +3	TFLO	2026-06-30
SL Swmg, LLCMomentum follower	$424.5M	+21.2%	100 -20	IVV	2026-06-30
FP Fivespan Partners, LPMomentum follower	$424.3M	+12.4%	6 +2	QGEN	2026-06-30
AF AMJ Financial Wealth ManagementDiversified strategy	$424.0M	0.0%	86	PULS	2026-06-30
MA Myriad Asset Management Advisors LLCDiversified strategy	$423.8M	+24.9%	49 +2	IEMG	2026-06-30
MW Meredith Wealth PlanningDiversified strategy	$423.7M	+14.8%	74 +4	AVUV	2026-06-30
WT Wood Tarver Financial Group, LLCDiversified strategy	$423.6M	+17.1%	165 +10	VTI	2026-06-30
AC Avalon Capital ManagementDiversified strategy	$423.4M	+19.5%	130 +8	GOOGL	2026-06-30
WP White Pine Capital LLCDiversified strategy	$423.2M	+15.1%	240 +10	MMM	2026-06-30
MV Miller Value Partners, LLCDiversified strategy	$423.1M	+10.4%	56 +1	NBR	2026-06-30
BA Birinyi Associates IncSector-focused	$422.7M	+15.1%	61 +1	AAPL	2026-06-30
MI M3F, Inc.Sector-focused	$422.2M	+4.6%	22 -6	WLFC	2026-06-30
WC Westwind CapitalDiversified strategy	$422.1M	+6.4%	77	GOOG	2026-06-30
GL Globe Life Inc.Concentrated strategy	$421.6M	+10.7%	2	VOO	2026-06-30
RH Renaissancere Holdings LTDConcentrated strategy	$421.5M	+3.8%	5	HYDB	2026-06-30
AA Atlatl Advisers LLCDiversified strategy	$421.1M	+212.5%	459 +364	QQQ	2026-06-30
DF Delta Financial Advisors LLCDiversified strategy	$421.0M	+9.7%	152 +3	AAPL	2026-06-30
EF EnRich Financial Partners LLCDiversified strategy	$421.0M	+11.6%	67 +3	DFEM	2026-06-30
CA Compass Advisory Group LLCDiversified strategy	$420.8M	+12.6%	89 +3	IJAN	2026-06-30
P8 Pier 88 Investment Partners LLCDiversified strategy	$420.7M	+8.0%	110 -2	ETSY 0.25 06-15-28	2026-06-30
PW PYA Waltman Capital, LLCDiversified strategy	$420.6M	+16.6%	67	BRK-B	2026-06-30
TW True Wealth Design, LLCDiversified strategy	$420.5M	+16.6%	2,656 -43	DFAC	2026-06-30
EP ETF Portfolio Partners, Inc.Diversified strategy	$420.4M	+10.4%	70 +2	VTI	2026-06-30
FI Fruth Investment ManagementDiversified strategy	$420.3M	+4.8%	225 -4	GWW	2026-06-30
AW Atticus Wealth Management, LLCDiversified strategy	$420.1M	+13.9%	177 -4	SPY	2026-06-30
LS Liberty Square Wealth Partners LLCDiversified strategy	$419.9M	+17.1%	140 -1	RDVY	2026-06-30
UO University Of ChicagoConcentrated strategy	$419.7M	+29.8%	14 +1	XLK	2026-06-30
BA Ballast Advisors LLCDiversified strategy	$419.7M	+22.1%	197 -204	SCHV	2026-06-30
PW Prairie Wealth Advisors, Inc.Diversified strategy	$419.6M	+81.9%	258 +105	LNN	2026-06-30
3C 325 Capital LLCMomentum follower	$419.5M	+52.8%	12	ASTH	2026-06-30
RB Roman Butler Fullerton & CoDiversified strategy	$419.1M	+15.3%	280 +13	NVDA	2026-06-30
XW Xcel Wealth Management, LLCDiversified strategy	$419.1M	+15.9%	140 +7	AMZN	2026-06-30
NT Nut Tree Capital Management, LPSector-focused	$419.0M	+70.8%	8 +4	AERO	2026-06-30
DA Daybright Advisory Services, Inc.Diversified strategy	$418.9M	+15.9%	145 +12	IVV	2026-06-30
SK Somerville Kurt FDiversified strategy	$418.8M	+10.5%	407 +5	AMD	2026-06-30
TM Thiel Macro LLCHigh-turnover trader	$418.7M	—	8 +7	AMZN	2026-06-30
SB Sunflower Bank, N.A.Diversified strategy	$418.3M	+6.6%	226 +5	VV	2026-06-30
NE New England Capital Financial Advisors LLCMomentum follower	$418.3M	+14.5%	432 +6	HFSI	2026-06-30
CW Centurion Wealth Management LLCDiversified strategy	$418.2M	-5.8%	283 -33	GSLC	2026-06-30
TC TSP Capital Management Group, LLCMomentum follower	$418.0M	+2.0%	43 -2	ADEA	2026-06-30
FF Fi3 FINANCIAL ADVISORS, LLCDiversified strategy	$417.9M	+20.6%	233 +15	IJH	2026-06-30
LW Landmark Wealth Management, LLCDiversified strategy	$417.9M	+11.9%	151 +3	VOO	2026-06-30
CW Concentrum Wealth ManagementDiversified strategy	$417.8M	+23.4%	127 +16	META	2026-06-30
VA Vestwell Advisors, LLCConcentrated strategy	$417.8M	+14.4%	26 -5	IVV	2026-06-30
RA Resolute Advisors LLCSector-focused	$417.5M	+72.6%	82 -8	U	2026-06-30
AC Almitas Capital LLCDiversified strategy	$417.4M	-5.7%	130 +15	FBTC	2026-06-30
CW Consilio Wealth Advisors, LLCDiversified strategy	$417.3M	+21.9%	110 +9	IVV	2026-06-30
SC Seascape Capital ManagementDiversified strategy	$417.3M	+20.2%	96 +5	EMXC	2026-06-30
EW EPG Wealth Management LLCDiversified strategy	$417.3M	+13.2%	318 -3	IVV	2026-06-30
SC Stevens Capital Management LPDiversified strategy	$416.6M	-35.8%	213 -9	TSLA	2026-06-30

Showing 4,285-4,335 of 13,276 institutions