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
SF Sage Financial Management Group, Inc.Diversified strategy	$364.0M	+11.9%	61 +4	IVV	2026-06-30
EC Elevated Capital Advisors, LLCDiversified strategy	$363.6M	-8.5%	849 +6	VUG	2026-06-30
TF Tilson Financial Group, Inc.Diversified strategy	$363.6M	+9.1%	86 +7	VCRB	2026-06-30
RW Reliant Wealth PlanningSector-focused	$363.6M	+9.9%	54 +3	DIVO	2026-06-30
AI AIMZ Investment Advisors, LLCDiversified strategy	$363.5M	+12.3%	153 +14	AAPL	2026-06-30
GC GFG Capital, LLCDiversified strategy	$363.4M	+16.1%	155 +12	AAPL	2026-06-30
GC Glynn Capital Management LLCSector-focused	$363.4M	+73.7%	43 +1	OSCR	2026-06-30
RB Raub Brock Capital Management LPDiversified strategy	$363.3M	-8.0%	45 +2	IEF	2026-06-30
PW Purus Wealth Management, LLCDiversified strategy	$363.2M	+15.8%	171 +14	NVDA	2026-06-30
UF Urban Financial Advisory CorpLong-term holder	$362.9M	+28.3%	54 -3	SPY	2026-06-30
WI Westbourne Investment Advisors, Inc.Diversified strategy	$362.7M	+5.7%	120 +5	GOOGL	2026-06-30
HA Hamel Associates, Inc.Diversified strategy	$362.7M	+3.5%	92 +11	SCHY	2026-06-30
OG O'Brien Greene & Co. IncDiversified strategy	$362.4M	+2.6%	199 +7	IBKR	2026-06-30
WM Wealth Management Associates, Inc.Diversified strategy	$362.4M	+25.1%	254 +20	AAPL	2026-06-30
FC Foresite Capital Management V, LLCConcentrated strategy	$362.2M	+33.7%	9	ALMS	2026-06-30
AW Alteri Wealth LLCDiversified strategy	$362.1M	+17.3%	296 +4	AAPL	2026-06-30
SI Saxon Interests, Inc.Diversified strategy	$362.0M	+24.8%	238 +14	PRF	2026-06-30
FP Francisco Partners Management, LPConcentrated strategy	$361.4M	+23.9%	3	LZ	2026-06-30
PC Pamplona Capital Management, LLCConcentrated strategy	$361.3M	-23.6%	5	SWIM	2026-06-30
SF Solitude Financial ServicesMomentum follower	$361.2M	+6.8%	42 +3	SPYM	2026-06-30
PC ParaFi Capital LPSector-focused	$361.2M	-19.4%	24 +2	IBIT	2026-06-30
HP HT Partners LLCConcentrated strategy	$361.1M	+9.4%	53 -2	SCHB	2026-06-30
MG Mass General Brigham, IncConcentrated strategy	$361.1M	-23.0%	6	ACWI	2026-06-30
WW WT Wealth ManagementDiversified strategy	$361.1M	+7.3%	138	SCHB	2026-06-30
DF Demars Financial Group, LLCDiversified strategy	$360.9M	+18.8%	113 +10	SPHQ	2026-06-30
LK Lawson Kroeker Investment Management Inc/neDiversified strategy	$360.6M	+5.1%	59	TPL	2026-06-30
SA Spectrum Asset Management, Inc.Diversified strategy	$360.4M	+14.5%	130 +9	WFC	2026-06-30
KF Kentucky Farm Bureau Mutual Insurance CoDiversified strategy	$360.4M	+9.4%	69 +4	SPY	2026-06-30
EF Equita Financial Network, Inc.Diversified strategy	$360.2M	+13.3%	95 +8	VTI	2026-06-30
MF Morling Financial Advisors, LLCDiversified strategy	$360.0M	+10.7%	123 +15	VTI	2026-06-30
MS MADDEN SECURITIES CorpDiversified strategy	$360.0M	+8.2%	118 +5	SPYI	2026-06-30
BC Barometer Capital Management Inc.Diversified strategy	$359.8M	+23.2%	136 +22	CAT	2026-06-30
PC PL Capital Advisors, LLCSector-focused	$359.8M	+8.5%	31 +1	FISI	2026-06-30
GP Gen-Wealth Partners IncDiversified strategy	$359.7M	+13.3%	722 -6	SPYM	2026-06-30
BW Bryant Woods Investment Advisors, LLCSector-focused	$359.6M	+32.3%	85 +27	IVV	2026-06-30
RF Resurgent Financial Advisors LLCDiversified strategy	$359.5M	+29.8%	316 +56	GOOGL	2026-06-30
HI Horizon Investment Services, LLCDiversified strategy	$359.5M	+25.1%	143 +6	LRCX	2026-06-30
MI Man Investment PartnersHigh-turnover trader	$359.3M	+326.2%	6	—	2026-06-30
FI Freedom Investment Management, Inc.Diversified strategy	$359.2M	+6.6%	156 +3	DUHP	2026-06-30
PI PCA Investment Advisory Services Inc.Diversified strategy	$358.4M	+19.6%	59 +2	IVV	2026-06-30
MA Members Advisory Group LLCSector-focused	$358.2M	+22.9%	42 +6	SCHB	2026-06-30
EA Extract Advisors LLCSector-focused	$357.9M	+24.7%	31 -1	SPY	2026-06-30
PI Portland Investment Counsel Inc.Diversified strategy	$357.9M	+14.9%	58 +3	CI	2026-06-30
GF Greystone Financial Group, LLCDiversified strategy	$357.9M	+1.3%	74 -4	BSV	2026-06-30
PF Providence First Trust CoDiversified strategy	$357.6M	+25.7%	196 +17	MINT	2026-06-30
ML Metropolitan Life Insurance Co/nyMomentum follower	$357.4M	+8.9%	11	SPY	2026-06-30
SL Sentry LLCSector-focused	$357.4M	+13.7%	132 +14	FDX	2026-06-30
PC Permit Capital, LLCMomentum follower	$357.4M	+21.4%	20 +1	SBAC	2026-06-30
MV Menlo Ventures Management, L.P.Concentrated strategy	$357.4M	+9.3%	3	CHYM	2026-06-30
B& Barrett & Company, Inc.Diversified strategy	$357.2M	+22.9%	707 +55	VTI	2026-06-30
GW Guardian Wealth Management, LLCMomentum follower	$356.7M	+8.2%	30	DFUV	2026-06-30

Showing 4,693-4,743 of 13,276 institutions