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
AA Argent Advisors, Inc.Diversified strategy	$399.7M	+9.1%	186 +13	IEFA	2026-06-30
SC Saybrook Capital /ncDiversified strategy	$399.5M	+7.6%	42	GOOG	2026-06-30
TB Three Bridge Wealth Advisors, LLCDiversified strategy	$399.3M	+9.7%	87 +1	ACWI	2026-06-30
FW Fsa Wealth Partners, Inc.Diversified strategy	$399.3M	+89.9%	91 +12	SPY	2026-06-30
LI Landmark Investment Partners, L.p.Diversified strategy	$399.3M	+202.2%	54 +24	—	2026-06-30
KA Kerrisdale Advisers, LLCMomentum follower	$399.2M	+52.0%	114 +2	RRX	2026-06-30
BC Bluefin Capital Management, LLCDiversified strategy	$399.2M	+156.0%	144 +17	MSFT	2026-06-30
VB Valtinson Bruner Financial Planning LLCDiversified strategy	$399.1M	+9.6%	189 +18	ICSH	2026-06-30
VW VCI Wealth Management LLCDiversified strategy	$398.9M	+10.6%	99 -24	VEA	2026-06-30
CL Cowa, LLCDiversified strategy	$398.6M	+7.6%	181 +23	IBHF	2026-06-30
WL WorthPointe, LLCDiversified strategy	$398.6M	+7.9%	124 +6	DFAC	2026-06-30
AC Alfreton Capital LLPSector-focused	$398.6M	+29.4%	6 +1	V	2026-06-30
HV Hudson Value Partners, LLCDiversified strategy	$398.5M	+18.9%	113 +12	GOOGL	2026-06-30
SI Summit Investment Advisory Services, LLCDiversified strategy	$398.5M	+48.0%	89 +8	CGDV	2026-06-30
SI Shoker Investment Counsel, Inc.Diversified strategy	$398.4M	+18.3%	113 +4	IJR	2026-06-30
SF Stiles Financial Services IncDiversified strategy	$398.2M	+21.7%	183 +6	NVDA	2026-06-30
FF Fischer Financial Services, Inc.Diversified strategy	$398.1M	+33.9%	65 +9	AAPL	2026-06-30
EC Elmind Capital, LPSector-focused	$398.0M	+13.0%	35 +1	COGT	2026-06-30
VI Vista Investment Partners LLCDiversified strategy	$397.4M	+5.1%	172 +3	AAPL	2026-06-30
BM Brown Miller Wealth Management, LLCDiversified strategy	$397.2M	+12.9%	291 +21	NVDA	2026-06-30
NO Newton One Investments LLCDiversified strategy	$397.1M	+7.8%	146 +25	BND	2026-06-30
PF Pathway Financial Advisers, LLCDiversified strategy	$396.9M	+12.3%	167 +3	AVGO	2026-06-30
NW Net Worth Advisory GroupDiversified strategy	$396.9M	-17.7%	411 -25	VCIT	2026-06-30
WL Walled Lake Planning & Wealth Management, LLCDiversified strategy	$396.2M	+16.4%	142 +6	STPZ	2026-06-30
SA Shikiar Asset Management IncDiversified strategy	$395.8M	+14.1%	114 +10	AAPL	2026-06-30
KS Kidder Stephen WDiversified strategy	$395.6M	+16.3%	326 -1	AAPL	2026-06-30
HP Holowesko Partners Ltd.Momentum follower	$395.0M	+10.7%	34 +3	SW	2026-06-30
S& Steph & CoDiversified strategy	$395.0M	+12.7%	283 -18	JAVA	2026-06-30
K& Knuff & Co LLCDiversified strategy	$394.9M	+19.0%	142 +8	AAPL	2026-06-30
PC Pennsylvania Capital Management Inc /advDiversified strategy	$394.8M	+13.0%	123 +11	AAPL	2026-06-30
RG Redwood Grove Capital, LLCMomentum follower	$394.7M	+27.4%	25 +3	ELAN	2026-06-30
MC MIC Capital Management UK LLPSector-focused	$394.3M	+11.9%	16 -2	HAYW	2026-06-30
AC Aurdan Capital Management, LLCDiversified strategy	$394.2M	+18.3%	99 +11	VIG	2026-06-30
XC X-Square Capital, LLCDiversified strategy	$394.1M	+32.8%	182 +10	ASTS	2026-06-30
SS Stone Summit Wealth LLCDiversified strategy	$394.0M	+9.7%	144 +2	MSFT	2026-06-30
F& Farmers & Merchants Trust Co of Chambersburg PADiversified strategy	$394.0M	+7.2%	358 +23	BIV	2026-06-30
IC III Capital ManagementHigh-turnover trader	$394.0M	+14.4%	49 -9	SPY	2026-06-30
3F 360 Financial, Inc.Momentum follower	$393.7M	+18.6%	85 +5	VIG	2026-06-30
WM White Mountains Insurance Group LTDConcentrated strategy	$393.6M	+25.6%	2	MAX	2026-06-30
RW Red Wave Investments LLCDiversified strategy	$393.5M	+17.6%	122 +9	VTI	2026-06-30
IW Independent Wealth Network Inc.Diversified strategy	$393.3M	+16.8%	340 +39	CAT	2026-06-30
NI NFC Investments, LLCMomentum follower	$393.2M	+9.5%	43 +2	MTG	2026-06-30
CW Crown Wealth Group, LLCDiversified strategy	$393.0M	+15.4%	150 +5	DFUS	2026-06-30
BF BridgePort Financial Solutions, LLCDiversified strategy	$392.9M	+11.4%	240 +9	IVV	2026-06-30
SF Snider Financial GroupDiversified strategy	$392.8M	+18.5%	103 +1	IVV	2026-06-30
SA Srh Advisors, LLCConcentrated strategy	$392.5M	+12.3%	276 -2	SRHQ	2026-06-30
SF Southern Financial Group, LLCMomentum follower	$391.8M	+9.5%	95 +4	JIII	2026-06-30
OE OFS Enterprise LLCDiversified strategy	$391.7M	+15.1%	106 +12	VOO	2026-06-30
KF Kingdom Financial Group LLC.Diversified strategy	$391.5M	+12.1%	865	SCEC	2026-06-30
PF Patriot Financial Partners GP II, L.P.Quality / disciplined sizing	$391.3M	+0.8%	12	MCB	2026-06-30
LW Libra Wealth LLCSector-focused	$391.2M	+10.3%	70 +4	VTI	2026-06-30

Showing 4,438-4,488 of 13,276 institutions