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
WW Westwood Wealth ManagementSector-focused	$345.0M	+35.4%	43 +1	NVDA	2026-06-30
SC Sender Co & Partners, Inc.Diversified strategy	$344.9M	+109.6%	120 +67	BA	2026-06-30
AW Alaethes Wealth, LLCDiversified strategy	$344.5M	-1.9%	111 -13	VCRB	2026-06-30
AP Acima Private Wealth, LLCDiversified strategy	$344.3M	+8.1%	173 -4	IVV	2026-06-30
HC Hamilton Capital Partners, LLCSector-focused	$344.3M	+7.5%	32 +2	TLH	2026-06-30
HP Highland Peak Capital, LLCHigh-turnover trader	$343.6M	-7.9%	13 -3	SIMO	2026-06-30
QW Quaker Wealth Management, LLCDiversified strategy	$343.5M	+7.3%	970 -5	VTI	2026-06-30
EC Eleva Capital SASConcentrated strategy	$343.4M	0.0%	24	CRH	2026-06-30
CP Capital Planning LLCDiversified strategy	$343.4M	+11.7%	88 +6	IVV	2026-06-30
PA PFW Advisors LLCDiversified strategy	$343.0M	+7.9%	124 +6	KO	2026-06-30
WA Wealthstar Advisors, LLCMomentum follower	$342.9M	+60.8%	114 +3	SPY	2026-06-30
NR Nova R Wealth, Inc.Diversified strategy	$342.8M	+9.4%	86 -4	VGIT	2026-06-30
OI Orion Investment CoDiversified strategy	$342.7M	+8.8%	73 +4	MSFT	2026-06-30
SP Saranac Partners LtdDiversified strategy	$342.7M	+46.6%	117 +14	SPY	2026-06-30
SA Solus Alternative Asset Management LPSector-focused	$342.2M	-8.0%	10	VTOL	2026-06-30
IT Idaho Trust CoDiversified strategy	$342.1M	+11.2%	146	EFA	2026-06-30
BL Bcwm, LLCDiversified strategy	$342.0M	-3.1%	57	AVDE	2026-06-30
JC Jacobsen Capital ManagementDiversified strategy	$341.9M	+15.5%	126 +2	VEA	2026-06-30
FS Ferguson Shapiro LLCDiversified strategy	$341.8M	+4.1%	91 +4	RSSB	2026-06-30
OC Owl Creek Wealth Partners LLCDiversified strategy	$341.8M	+21.8%	1,289 +50	DFUS	2026-06-30
WF Western Financial Corp/CADiversified strategy	$341.5M	+33.7%	132 +5	ARWR	2026-06-30
RF Roberts Financial Services LLCLong-term holder	$341.5M	+8.6%	33 +2	IEUR	2026-06-30
VC Verger Capital Management LLCMomentum follower	$341.4M	+0.6%	13	ACWI	2026-06-30
NA Northstar Asset Management IncDiversified strategy	$341.2M	+4.7%	91 +5	DSI	2026-06-30
MC McCollum Christoferson Group LLCDiversified strategy	$341.0M	+2.5%	80 +3	VOO	2026-06-30
HZ Hixon Zuercher, LLCDiversified strategy	$340.8M	+6.1%	88 +3	GSIE	2026-06-30
AI Aikya Investment Management LtdConcentrated strategy	$340.6M	-1.2%	5 +1	RDY	2026-06-30
CP Coalescence Partners Investment Management, LPSector-focused	$340.6M	-26.4%	12	TSM	2026-06-30
AW Avaii Wealth Management, LLCDiversified strategy	$340.5M	+18.8%	176 +18	CGDV	2026-06-30
AW Act Wealth Management, LLCDiversified strategy	$340.3M	+14.3%	64 +2	VXF	2026-06-30
WF Warner Financial, IncDiversified strategy	$340.1M	+16.6%	145 +10	VTV	2026-06-30
GF Greenbush Financial Group, LLCSector-focused	$340.1M	+12.6%	35 -1	VOO	2026-06-30
OF ODonnell Financial Services, LLCDiversified strategy	$339.8M	+17.1%	74 +10	SPYM	2026-06-30
HO Heritage Oak Wealth Advisors LLCSector-focused	$339.7M	+8.0%	101 +28	WMT	2026-06-30
RS River Street Advisors LLCDiversified strategy	$339.5M	+14.7%	255 +7	MFSI	2026-06-30
JW Jeppson Wealth Management, LLCDiversified strategy	$339.4M	+6.4%	242 +7	AAPL	2026-06-30
BA Brilliance Asset Management LTDSector-focused	$339.3M	+0.1%	11 -5	PDD	2026-06-30
HF Haverford Financial Services, Inc.Diversified strategy	$339.2M	+1.1%	49 +3	AAPL	2026-06-30
NI New Insight Wealth AdvisorsDiversified strategy	$339.2M	+21.6%	120 +13	IVV	2026-06-30
1C 1492 Capital Management LLCDiversified strategy	$338.7M	+29.0%	133 +3	MXL	2026-06-30
EC East Coast Asset Management, LLC.Diversified strategy	$338.6M	+11.6%	67 -1	GOOG	2026-06-30
FC Fore Capital, LLCHigh-turnover trader	$338.4M	+109.5%	67 +35	SPY	2026-06-30
EW Etesian Wealth Advisors, Inc.Diversified strategy	$338.3M	+7.9%	141 +3	QGRW	2026-06-30
CW Castle Wealth Management LLCDiversified strategy	$337.6M	+9.4%	143 +11	TBLL	2026-06-30
EW Elite Wealth Management, Inc.Sector-focused	$337.4M	+9.6%	47 -2	MSFT	2026-06-30
S& Shayne & Jacobs, LLCDiversified strategy	$337.2M	+4.2%	129 +13	BRK-B	2026-06-30
CG Corundum Group, Inc.Diversified strategy	$337.1M	+12.7%	112 +4	IWF	2026-06-30
CW Consilium Wealth Advisory, LLCDiversified strategy	$336.9M	+14.9%	101 -1	DFAI	2026-06-30
NR Northern Right Capital Management, L.P.Momentum follower	$336.9M	+19.9%	27 +2	FTAI	2026-06-30
AW Ameliora Wealth Management Ltd.Diversified strategy	$336.9M	+7.4%	229 -3	IGIB	2026-06-30
RP Riverwater Partners LLCDiversified strategy	$336.8M	+12.3%	209 -4	CLSE	2026-06-30

Showing 4,846-4,896 of 13,276 institutions