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
TL Tree Line AdvisorsConcentrated strategy	$351.1M	+51.0%	3	NBIS	2026-06-30
SW Spectrum Wealth Advisory Group, LLCDiversified strategy	$351.1M	+30.6%	543 +485	QQQM	2026-06-30
BB Beacon Bridge Wealth Partners, LLCDiversified strategy	$351.0M	+17.5%	105 +4	SPY	2026-06-30
YC Yakira Capital Management, Inc.Diversified strategy	$351.0M	+2.7%	202 +6	GIGCAPITAL9 CORP	2026-06-30
PA Pegasus Asset Management, Inc.Diversified strategy	$351.0M	+12.2%	75 +8	SCHB	2026-06-30
SW StrongBox Wealth, LLCDiversified strategy	$350.9M	+12.3%	267 +172	JPST	2026-06-30
FC Fieldview Capital Management, LLCDiversified strategy	$350.7M	+2.4%	507 +39	KTB	2026-06-30
DL Davis-rea LTD.Diversified strategy	$350.7M	-8.6%	45 -9	GOOGL	2026-06-30
MI MTM Investment Management, LLCDiversified strategy	$350.5M	+11.0%	708 -1	AAPL	2026-06-30
SC Stonehill Capital Management LLCConcentrated strategy	$350.1M	+77.5%	15	ECHO	2026-06-30
AC Attestor Capital LtdConcentrated strategy	$350.1M	-7.8%	5 -4	TLN	2026-06-30
OP Oxler Private Wealth LLCDiversified strategy	$350.0M	+9.6%	93 +1	QQQ	2026-06-30
PB PKO BP BANKOWY Universal Pension Society JSCConcentrated strategy	$349.9M	+63.6%	13	MU	2026-06-30
KF Kirkwood Financial ServicesSector-focused	$349.9M	+19.9%	42 +2	SPY	2026-06-30
YA Your Advocates Ltd., LLPSector-focused	$349.9M	+6.7%	210 -23	DCOR	2026-06-30
YW Yukon Wealth Management, Inc.Diversified strategy	$349.4M	+108.6%	132 +53	IVV	2026-06-30
AF Arrowroot Family Office, LLCDiversified strategy	$349.3M	+15.5%	174 +18	VONG	2026-06-30
DW Denver Wealth Management, Inc.Sector-focused	$349.3M	+20.2%	109 +9	SPYM	2026-06-30
PS Planned Solutions, Inc.Diversified strategy	$348.9M	+14.2%	155 +16	ITOT	2026-06-30
RF Robinswood Financial LLCDiversified strategy	$348.9M	+9.8%	435 +5	VBK	2026-06-30
RC Riverview Capital Advisers, LLCDiversified strategy	$348.8M	+16.4%	88 +2	AMZN	2026-06-30
AI Auour Investments LLCDiversified strategy	$348.8M	+9.7%	95 +4	SPYM	2026-06-30
FF Future Fund LLCDiversified strategy	$348.8M	+22.6%	118 -9	HALO	2026-06-30
TI Timelo Investment Management Inc.High-turnover trader	$348.6M	+174.8%	49 -2	SPY	2026-06-30
PW Parkshore Wealth Management, Inc.Sector-focused	$348.2M	+16.4%	72 +3	DFAC	2026-06-30
PI PCJ Investment Counsel Ltd.Diversified strategy	$347.9M	-1.2%	62 +3	BBUC	2026-06-30
TC Tieton Capital Management, LLCSector-focused	$347.8M	+16.5%	37 +2	ENVA	2026-06-30
PW Pines Wealth Management, LLCDiversified strategy	$347.8M	+12.6%	219 +4	VGUS	2026-06-30
FU First United Bank & TrustDiversified strategy	$347.6M	+12.9%	589 +29	QQQ	2026-06-30
DC DORVAL CorpDiversified strategy	$347.5M	+7.8%	49 +4	SPTM	2026-06-30
HC Highview Capital Management LLC/DE/Diversified strategy	$347.4M	+26.3%	118 +17	SPY	2026-06-30
SA Select Asset Management & TrustMomentum follower	$347.3M	+8.5%	96 +3	SPY	2026-06-30
CA CPA Asset Management Group, LLCDiversified strategy	$347.2M	+16.5%	97 -2	DFSD	2026-06-30
AC Argyle Capital Management, LLCDiversified strategy	$347.2M	+12.8%	138 +1	INTC	2026-06-30
IA Investment Advisory Services Inc /tx /advDiversified strategy	$347.2M	+10.4%	140 +10	QQQ	2026-06-30
DF DHJJ Financial Advisors, Ltd.Diversified strategy	$346.9M	+15.0%	1,082 +1	QQQ	2026-06-30
KC Key Client Fiduciary Advisors, LLCDiversified strategy	$346.7M	+17.8%	232 +16	GLXY	2026-06-30
KI Keewaydin Investments LLCConcentrated strategy	$346.6M	+9.3%	18 +2	VEA	2026-06-30
BF Brady Family Wealth, LLCDiversified strategy	$346.5M	+8.1%	113 +3	AAPL	2026-06-30
CI Corbyn Investment Management Inc/mdDiversified strategy	$346.2M	+15.3%	66 +4	MYRG	2026-06-30
TC Technology Crossover Management VIII, Ltd.Concentrated strategy	$346.0M	+15.9%	5	PAYO	2026-06-30
RA RR Advisors, LLCSector-focused	$345.6M	-4.1%	25 -2	KNTK	2026-06-30
FR Front Row Advisors LLCDiversified strategy	$345.5M	+16.9%	576 +23	NVDA	2026-06-30
M2 Matthew 25 Management CorpSector-focused	$345.5M	+14.7%	20	NVDA	2026-06-30
LC Lonestar Capital Management LLCHigh-turnover trader	$345.4M	+80.9%	29 -3	SPY	2026-06-30
ES Enavate Sciences GP, LLCConcentrated strategy	$345.4M	-1.7%	7	SION	2026-06-30
M& Muhlenkamp & Co IncMomentum follower	$345.3M	-9.1%	28 -1	RUSHA	2026-06-30
BM Bear Mountain Capital, Inc.Diversified strategy	$345.2M	+3.8%	214 +16	VO	2026-06-30
GC G&S Capital LLCDiversified strategy	$345.2M	+21.3%	156 +23	SPY	2026-06-30
WF West Family Investments, Inc.Diversified strategy	$345.0M	+21.0%	468 +209	NVDA	2026-06-30
WW Westwood Wealth ManagementSector-focused	$345.0M	+35.4%	43 +1	NVDA	2026-06-30

Showing 4,795-4,845 of 13,276 institutions