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
R& Reik & Co., LLCSector-focused	$383.9M	+5.9%	79 +2	CHD	2026-06-30
IA Independence Asset Advisors, LLCSector-focused	$383.9M	+38.8%	25 +1	CLOI	2026-06-30
C1 Client 1st Advisory Group, LLCDiversified strategy	$383.7M	+16.6%	146 +5	SPYM	2026-06-30
SI Schusterman Interests, LLCSector-focused	$383.3M	-2.0%	9	RSP	2026-06-30
SG Sand Grove Capital Management LLPMomentum follower	$383.2M	-13.7%	14 -5	TWO	2026-06-30
HP Hoxton Planning & Management, LLCDiversified strategy	$383.2M	+15.0%	227 +11	IVV	2026-06-30
PF Parus FinanceMomentum follower	$383.1M	+14.6%	37	GOOGL	2026-06-30
PP Paragon Private Wealth Management, LLCDiversified strategy	$383.0M	+19.9%	373 +12	NVDA	2026-06-30
CA Claris Advisors, LLC / Mo /Diversified strategy	$383.0M	+14.6%	74 +4	DFAC	2026-06-30
RC RV Capital AGMomentum follower	$382.9M	+0.1%	13	CVNA	2026-06-30
VR Vectors Research Management, LLCDiversified strategy	$382.9M	+11.8%	148 +6	RSP	2026-06-30
FA Financial Advisory Partners, LLCDiversified strategy	$382.7M	+8.2%	74 +8	VCIT	2026-06-30
CC Congruence Capital, LLCSector-focused	$382.6M	+28.3%	56 -4	CR	2026-06-30
SW Schorn Wealth LLCDiversified strategy	$382.3M	+15.5%	80 +4	DGRW	2026-06-30
AF Alpha Financial Advisors, LLCDiversified strategy	$382.2M	+17.1%	159 +97	DFAU	2026-06-30
CW Cherrydale Wealth Management, LLCMomentum follower	$382.2M	+18.1%	84 +7	VTI	2026-06-30
CM Cosmic Management, LLCConcentrated strategy	$382.0M	+67.0%	5 +1	NAVN	2026-06-30
GJ Gilliland Jeter Wealth Management LLCDiversified strategy	$381.7M	+13.1%	195 +11	AAPL	2026-06-30
PC Private Client Services, LLCDiversified strategy	$381.4M	+14.0%	229 +21	IVV	2026-06-30
SW Selective Wealth Management, Inc.Sector-focused	$381.2M	+12.9%	136 +16	SGOV	2026-06-30
NW Northcape Wealth Management, LLCDiversified strategy	$381.2M	+3.9%	144 +3	GLD	2026-06-30
LF Leeward Financial Partners, LLCDiversified strategy	$381.2M	+13.4%	108 +11	VUG	2026-06-30
WR Weybosset Research & Management LLCMomentum follower	$380.9M	+9.8%	32 -1	KEYS	2026-06-30
CW CJM Wealth Advisers, Ltd.Long-term holder	$380.9M	+16.0%	78 +6	VOO	2026-06-30
VP Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance GroupSector-focused	$380.8M	+45.2%	27 -1	GOOGL	2026-06-30
S& Sweeney & Michel, LLCDiversified strategy	$380.8M	+12.0%	164 +19	ITOT	2026-06-30
WC Whetstone Capital Advisors, LLCSector-focused	$380.4M	+31.9%	68 +12	DAVE	2026-06-30
BF Briaud Financial Planning IncConcentrated strategy	$380.2M	-0.3%	42 +4	VTI	2026-06-30
HG Hobbs Group Advisors, LLCDiversified strategy	$380.1M	+13.7%	205 +45	GQQQ	2026-06-30
AA Advanced Asset Management Advisors IncDiversified strategy	$380.1M	+5.0%	85 +6	VOO	2026-06-30
FI Financial Insights, Inc.Diversified strategy	$379.9M	+23.1%	147 +17	SPYM	2026-06-30
CP Corre Partners Management, LLCHigh-turnover trader	$379.8M	+484.8%	4 +1	—	2026-06-30
SW ShankerValleau Wealth Advisors, Inc.Sector-focused	$379.6M	+7.0%	40 +1	DFAC	2026-06-30
BC Bridgefront Capital, LLCDiversified strategy	$379.5M	-5.7%	486 -17	CL	2026-06-30
CL Cabot-Wellington, LLCConcentrated strategy	$379.5M	+12.3%	5	VTI	2026-06-30
CM Courage Miller Partners, LLCDiversified strategy	$379.0M	+7.0%	87 -5	SCHX	2026-06-30
SP S.E.E.D. Planning Group LLCDiversified strategy	$378.9M	+10.0%	88 -1	AAPL	2026-06-30
S& Schiavi & Co LLCMomentum follower	$378.5M	+12.4%	61 +10	MFDX	2026-06-30
CF Comprehensive Financial Consultants Institutional, Inc.Diversified strategy	$378.1M	+12.3%	205 +12	QQQ	2026-06-30
WG Wellington Grp LLCDiversified strategy	$377.9M	+16.4%	144 -250	RWJ	2026-06-30
SW Shakespeare Wealth Management, LLCMomentum follower	$377.6M	-10.6%	79 -21	VOOV	2026-06-30
JI Juniper Investment Company, LLCSector-focused	$377.6M	+20.5%	11 +2	LINC	2026-06-30
FA FC Advisory LLCDiversified strategy	$377.6M	+10.3%	118 +3	MGK	2026-06-30
AW Argos Wealth Advisors, LLCDiversified strategy	$377.6M	+8.6%	224 +22	GLDM	2026-06-30
GC Gill Capital Partners, LLCDiversified strategy	$377.5M	+8.6%	702 +1	VEA	2026-06-30
SM Sensible Money, LLCMomentum follower	$377.1M	+14.7%	101 +15	DFAC	2026-06-30
SI Starr Indemnity & Liability CoConcentrated strategy	$377.0M	-4.2%	4	GLD	2026-06-30
MK M. Kraus & CoDiversified strategy	$376.9M	+9.9%	87 +6	GOOG	2026-06-30
NI Nalanda India Equity Fund LtdConcentrated strategy	$376.8M	-26.2%	1	G	2026-06-30
VW VSM Wealth Advisory, LLCDiversified strategy	$376.5M	+12.4%	507 +2	VV	2026-06-30
BW Balance Wealth Partners LLCDiversified strategy	$376.0M	+16.7%	165 +16	QQQ	2026-06-30

Showing 4,540-4,590 of 13,276 institutions