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
KP Kings Path Partners LLCDiversified strategy	$375.8M	+29.2%	353 +61	VTI	2026-06-30
HI Harbor Island Capital LLCSector-focused	$375.6M	+39.5%	16	AMAT	2026-06-30
SF Sara-Bay FinancialMomentum follower	$375.4M	+15.7%	87 +6	HLIO	2026-06-30
GP Geneva Partners, LLCDiversified strategy	$375.1M	+80.1%	75 +12	DELL	2026-06-30
PC Payne Capital Management, LLCDiversified strategy	$375.0M	+13.5%	88 +9	SCHF	2026-06-30
FL Family Legacy, Inc.Diversified strategy	$374.9M	+12.6%	124	AMAT	2026-06-30
CC Consolidated Capital Management, LLCDiversified strategy	$374.8M	+21.0%	72 -2	INTC	2026-06-30
SP Sava Penzisko Drushtvo A.d. SkopjeContrarian	$374.6M	+14.4%	27 +1	AMZN	2026-06-30
WI WealthBridge Investment Counsel Inc.Momentum follower	$374.5M	+14.3%	44 +2	VGK	2026-06-30
BA Bell Asset Management LtdDiversified strategy	$374.5M	+10.2%	63 +2	NVDA	2026-06-30
LI LifeWealth Investments, LLCDiversified strategy	$374.1M	+11.7%	136 -5	IWY	2026-06-30
CI Cape Investment Advisory, Inc.Diversified strategy	$374.1M	+24.4%	2,064 +1,681	SCHB	2026-06-30
LA LFL Advisers, LLCMomentum follower	$374.0M	+12.5%	9	BNY	2026-06-30
PW Penobscot Wealth ManagementDiversified strategy	$373.9M	+10.5%	117 +5	SPYM	2026-06-30
HA Harbor Advisory CORP /ma/Diversified strategy	$373.7M	+12.3%	82 +3	VOO	2026-06-30
PH Pine Harbor Wealth Management, LLCDiversified strategy	$373.5M	+11.7%	112 +10	DFUS	2026-06-30
FF Friday FinancialDiversified strategy	$373.4M	+28.7%	108 +15	ITOT	2026-06-30
H& Hutchens & Kramer Investment Management Group, LLCDiversified strategy	$373.3M	+17.9%	160 +11	AVUS	2026-06-30
3C 3G Capital Partners LPSector-focused	$373.2M	+32.5%	18 +8	CVNA	2026-06-30
RE Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation TrustContrarian	$373.2M	-44.5%	29 +1	NVDA	2026-06-30
OF Omnia Family Wealth, LLCMomentum follower	$373.2M	+17.6%	103 +13	VTI	2026-06-30
RW Rench Wealth Management, Inc.Diversified strategy	$372.5M	+12.1%	67 +5	NVDA	2026-06-30
AB Atlas Brown,Inc.Diversified strategy	$372.5M	+12.1%	354 +15	NVDA	2026-06-30
HA Harmony Asset Management LLCDiversified strategy	$372.4M	+13.8%	201 +6	NVDA	2026-06-30
K& Kooman & AssociatesContrarian	$372.4M	+11.0%	57 +6	DFAU	2026-06-30
VC Veery Capital, LLCDiversified strategy	$372.3M	+14.2%	100 +4	SCHG	2026-06-30
LA Lifestyle Asset Management, Inc.Diversified strategy	$372.1M	+21.5%	134	SPY	2026-06-30
AI Aspen Investment Management IncDiversified strategy	$372.0M	+13.9%	187 +16	SPY	2026-06-30
AF Atle Fund Management ABSector-focused	$371.7M	+20.0%	39	LLY	2026-06-30
CP Cornell Pochily Investment Advisors, Inc.Diversified strategy	$371.7M	+9.2%	189 +15	AAPL	2026-06-30
GW Graybill Wealth Management, LTD.Diversified strategy	$371.5M	+13.1%	85 -1	FLEX	2026-06-30
SC Strathmore Capital Advisors, Inc.Diversified strategy	$371.4M	+5.0%	142 +4	DFAC	2026-06-30
BW Boyd Watterson Asset Management Llc/ohDiversified strategy	$371.2M	+14.0%	394 +4	SPY	2026-06-30
RW Regimen Wealth, LLCDiversified strategy	$371.0M	+8.4%	76 +6	HDV	2026-06-30
RW Reston Wealth Management LLCMomentum follower	$371.0M	+13.7%	65 +3	FNDX	2026-06-30
P& Pension & Wealth Management Advisors, Inc.Diversified strategy	$370.9M	+10.0%	544 +30	SCHK	2026-06-30
WE Wealth Effects LLCDiversified strategy	$370.5M	+31.3%	256 +19	NVDA	2026-06-30
CP Congress Park Capital LLCDiversified strategy	$370.5M	+13.8%	134 +3	JFR	2026-06-30
NC Next Capital Management LLCDiversified strategy	$370.5M	+12.2%	138 +4	IVV	2026-06-30
VC Veracity Capital LLCDiversified strategy	$370.4M	+32.3%	223 +22	IUSG	2026-06-30
BR B.O.S.S. Retirement Advisors, LLCDiversified strategy	$370.4M	+12.9%	157 -17	SPTM	2026-06-30
GC Gunderson Capital Management LLCDiversified strategy	$370.3M	+54.8%	52 +6	AMD	2026-06-30
CC Cypress Capital, LLCDiversified strategy	$369.9M	+5.2%	113 +18	VTI	2026-06-30
M& M & L Capital Management LtdSector-focused	$369.8M	-9.1%	17 -2	AVGO	2026-06-30
AC AYAL Capital Advisors LtdHigh-turnover trader	$369.7M	+0.2%	44 -12	SPY	2026-06-30
B& Bruce & Co., Inc.Momentum follower	$369.5M	+5.7%	41	ABBV	2026-06-30
EW Evexia Wealth LLCDiversified strategy	$369.5M	+1.6%	77 -7	AVGO	2026-06-30
CC Ceeto Capital Group, LLCDiversified strategy	$369.5M	+13.4%	174 +10	AAPL	2026-06-30
OG Odyssey Group, LLCDiversified strategy	$369.4M	—	61	DLN	2026-06-30
WA Wealth Advisors of Iowa, LLCDiversified strategy	$369.2M	+14.2%	90 +3	JEPQ	2026-06-30
AW Alta Wealth Advisors LLCDiversified strategy	$368.9M	+19.8%	170 +9	SPYG	2026-06-30

Showing 4,591-4,641 of 13,276 institutions