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
GE General Electric CoConcentrated strategy	$368.9M	+19.7%	2	BETA	2026-06-30
GI Gold Investment Management Ltd.Diversified strategy	$368.8M	+14.2%	202 +1	AMAT	2026-06-30
JF Joule Financial, LLCDiversified strategy	$368.8M	+7.4%	116 +2	BND	2026-06-30
SP Symmetry Peak Management LLCConcentrated strategy	$368.7M	+2.8%	85 -5	SPY	2026-06-30
GF Global Financial Private Client, LLCDiversified strategy	$368.6M	+20.6%	366 +16	SPY	2026-06-30
CR Commonwealth Retirement Investments LLCDiversified strategy	$368.4M	+14.0%	417 +295	AVGO	2026-06-30
BM Battery Management Corp.Concentrated strategy	$368.3M	-13.5%	5	TTAN	2026-06-30
PC PhiloSmith Capital CorpSector-focused	$368.2M	+5.0%	60 +2	RGA	2026-06-30
MC Millstreet Capital Management LLCConcentrated strategy	$368.1M	-11.9%	2	DBD	2026-06-30
MT Missouri Trust & Investment CoDiversified strategy	$368.1M	+8.0%	204 -207	AAPL	2026-06-30
BC Bain Capital Credit, LPConcentrated strategy	$367.9M	+21.4%	6	BCSF	2026-06-30
FZ Flynn Zito Capital Management, LLCDiversified strategy	$367.8M	+17.5%	166 +8	PRF	2026-06-30
1C 11 Capital Partners LPContrarian	$367.7M	+5.5%	22 +2	LRCX	2026-06-30
PC Promethos Capital, LLCDiversified strategy	$367.7M	-1.2%	54 +8	TSM	2026-06-30
SF Sterling Financial Planning, Inc.Diversified strategy	$367.7M	+9.0%	123 +6	IJJ	2026-06-30
FP Fortress Private Ledger, LLCDiversified strategy	$367.6M	+14.8%	281 +29	PLTR	2026-06-30
NW New Wave Wealth Advisors LLCDiversified strategy	$367.5M	+27.5%	204 +12	WMT	2026-06-30
OA ONE Advisory Partners, LLCDiversified strategy	$367.4M	+13.2%	68 -4	IVV	2026-06-30
WF Whelan FinancialDiversified strategy	$367.2M	+14.0%	101 +13	QQQM	2026-06-30
SL Storen Legacy Partners, LLCDiversified strategy	$366.8M	+15.0%	116 +14	VOO	2026-06-30
VS Van Strum & Towne Inc.Diversified strategy	$366.8M	+7.1%	111	VTIP	2026-06-30
SC Silverleafe Capital Partners, LLCDiversified strategy	$366.8M	+8.3%	99 -4	QQQ	2026-06-30
FI First International Bank of Israel Ltd.Diversified strategy	$366.7M	+7.8%	69 +10	GDEC	2026-06-30
IC Impact Capital Partners LLCDiversified strategy	$366.5M	+10.9%	283 +7	AAPL	2026-06-30
WA Waterford Advisors, LLCDiversified strategy	$366.5M	+16.2%	64 +7	IVV	2026-06-30
AC Acorn Capital Advisors, LLCMomentum follower	$366.5M	+4.2%	20 -2	CGON	2026-06-30
CI Concord Investment Counsel Inc.Diversified strategy	$366.4M	+23.4%	50 +9	NVDA	2026-06-30
SA SAM Advisors, LLCMomentum follower	$366.3M	+14.8%	49 +2	VTI	2026-06-30
PL Pillsbury Lake Capital LLCMomentum follower	$366.3M	+65.6%	44 +12	BLZE	2026-06-30
EC Empirical Capital Management, LLCSector-focused	$365.9M	+119.2%	33 +18	TTWO	2026-06-30
CA Capco Asset Management, LLCLong-term holder	$365.9M	-0.2%	26 -1	MAR	2026-06-30
IT Indiana Trust & Investment Management CoDiversified strategy	$365.9M	+13.0%	480 -14	NVDA	2026-06-30
WI Wright Investors Service IncDiversified strategy	$365.8M	+15.1%	238	NVDA	2026-06-30
RF Range Financial Group LLCDiversified strategy	$365.8M	+22.8%	206 +16	GJAN	2026-06-30
AI Aigen Investment Management, LPDiversified strategy	$365.8M	-6.0%	517 +21	WFC	2026-06-30
LA Lynch Asset Management, Inc.Sector-focused	$365.7M	+22.6%	52 +1	NVDA	2026-06-30
QC Quaker Capital Investments, LLCMomentum follower	$365.7M	-10.6%	22 +1	EQT	2026-06-30
GM Glassy Mountain Advisors, Inc.Diversified strategy	$365.6M	+13.6%	76 -1	DFAX	2026-06-30
TH Team Hewins, LLCMomentum follower	$365.5M	+8.6%	40 -1	DFIV	2026-06-30
FN First National Bank Sioux FallsDiversified strategy	$365.5M	0.0%	178	VOO	2026-06-30
VA Vert Asset Management LLCSector-focused	$365.5M	+16.0%	44 -4	EQIX	2026-06-30
DW Darwin Wealth Management, LLCDiversified strategy	$365.3M	+13.8%	777 +173	XLK	2026-06-30
2L 25 LLCDiversified strategy	$365.2M	+12.6%	80 +11	VXUS	2026-06-30
EF Elevated Financial Group LLCDiversified strategy	$364.9M	+18.6%	125 -9	IVV	2026-06-30
HN Hopwood Nicholas HunterDiversified strategy	$364.5M	+15.9%	131 +10	VUG	2026-06-30
GL Greenlea Lane Capital Management, LLCSector-focused	$364.2M	+5.8%	10 +1	AMZN	2026-06-30
KI Keating Investment Counselors IncMomentum follower	$364.1M	-9.8%	59	KEAT	2026-06-30
BB Baker Boyer National BankMomentum follower	$364.1M	+9.4%	121 +2	DFAC	2026-06-30
EF Eaton Financial Holdings Company, LLCDiversified strategy	$364.1M	+19.2%	134 +9	GPIX	2026-06-30
EC Engle Capital Management, L.P.Momentum follower	$364.1M	+24.1%	20 -2	WULF	2026-06-30
WA Wilson Asset ManagementMomentum follower	$364.1M	+2.8%	37 -6	AMZN	2026-06-30

Showing 4,642-4,692 of 13,276 institutions