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
BI BFI Infinity Ltd.Momentum follower	$336.7M	+76.5%	64 +1	SPY	2026-06-30
BO Bank OZKDiversified strategy	$336.7M	+18.8%	280 +17	AAPL	2026-06-30
AU AlphaGrep UK LtdDiversified strategy	$336.5M	-2.6%	721 -38	MSFT	2026-06-30
AF Amtrust Financial Services, Inc.Concentrated strategy	$336.4M	+12.2%	15	VOO	2026-06-30
RF Roth Financial Partners LLCSector-focused	$336.3M	+14.8%	33 +2	IVV	2026-06-30
SF Strategic Financial Concepts, LLCDiversified strategy	$336.2M	-17.1%	239 -59	VIG	2026-06-30
FP Forum Private Client Group LLCDiversified strategy	$336.0M	+12.0%	86 +6	VYM	2026-06-30
SC Silver Coast Investments LLCDiversified strategy	$335.9M	+7.2%	121 +2	IQLT	2026-06-30
GS Greenfield Seitz Capital Management, LLCDiversified strategy	$335.8M	+1.3%	107 -4	CVE	2026-06-30
RL Red Lighthouse Investment Management, LLCDiversified strategy	$335.6M	+13.3%	85 +5	AVUS	2026-06-30
AT Adirondack Trust CoDiversified strategy	$335.6M	+12.8%	640 +9	SPY	2026-06-30
OW OneAscent Wealth Management LLCDiversified strategy	$335.5M	+10.9%	169 +12	OACP	2026-06-30
JW Jessup Wealth Management, IncDiversified strategy	$335.3M	+22.4%	81 +3	AMZN	2026-06-30
PI Pennant Investors, LPMomentum follower	$334.9M	-7.2%	16 -1	SOLS	2026-06-30
TF TPG Financial Advisors, LLCDiversified strategy	$334.8M	+8.9%	81 +5	IEF	2026-06-30
SI Seaview Investment Managers LLCDiversified strategy	$334.8M	+20.7%	257 +52	QQQ	2026-06-30
SS Spinecap SASQuality / disciplined sizing	$334.7M	+22.8%	16 +1	MA	2026-06-30
BI BHK Investment Advisors, LLCDiversified strategy	$334.7M	+11.9%	79	MGV	2026-06-30
TO Trustees of Dartmouth CollegeHigh-turnover trader	$334.6M	+33.0%	11	QLTY	2026-06-30
AW Arkfeld Wealth Strategies, L.L.C.Diversified strategy	$334.5M	+5.8%	119 +4	BRK-B	2026-06-30
WH Wealth High Governance Capital LtdaHigh-turnover trader	$334.4M	+0.4%	35 -11	GNRC	2026-06-30
CA Core Alternative CapitalDiversified strategy	$334.2M	-1.4%	201 -4	AAPL	2026-06-30
SC Saiph Capital, LLCDiversified strategy	$334.1M	+26.4%	131 +55	IWF	2026-06-30
SF Slagle Financial, LLCDiversified strategy	$333.8M	+10.3%	127 +6	NVDA	2026-06-30
PA Persistent Asset Partners LtdDiversified strategy	$333.8M	+24.6%	961 +573	INTC	2026-06-30
HJ Henry James International Management Inc.Diversified strategy	$333.8M	+20.5%	91 -3	TSM	2026-06-30
EW Elevation Wealth Partners, LLCDiversified strategy	$333.8M	+19.6%	1,305 +229	IUSB	2026-06-30
AF Alta Fundamental Advisers LLCMomentum follower	$333.5M	+25.7%	26 +3	TDAY	2026-06-30
GD Gimbel Daniel ScottConcentrated strategy	$333.3M	-23.4%	3	CRC	2026-06-30
CA Costello Asset Management, INCDiversified strategy	$333.2M	+15.2%	710 +25	AMZN	2026-06-30
SB S&t Bank/paDiversified strategy	$333.2M	+24.4%	554 +38	SNDK	2026-06-30
GB Goepper Burkhardt LLCDiversified strategy	$333.1M	+11.3%	99 +2	SCHG	2026-06-30
VI Vista Investment ManagementDiversified strategy	$332.7M	+10.7%	181 +1	VGT	2026-06-30
DW Ducere Wealth Management LLCDiversified strategy	$332.6M	+32.3%	135 +9	IVV	2026-06-30
JP Joseph P. Lucia & Associates, LLCDiversified strategy	$332.6M	+18.9%	188 +19	SMH	2026-06-30
SC Steadview Capital Management LLCMomentum follower	$332.5M	+46.7%	14 +2	HOOD	2026-06-30
TF Tandem Financial, LLCDiversified strategy	$332.4M	+5.8%	101 +3	IVV	2026-06-30
CP Canopy Partners, LLCDiversified strategy	$332.4M	+14.1%	256 +11	AAPL	2026-06-30
MW Master's Wealth Management Inc.Long-term holder	$332.3M	+12.6%	91 +9	DFAC	2026-06-30
GP Gallatin Point Capital LLCConcentrated strategy	$332.3M	+39.6%	3 +1	BOW	2026-06-30
AA American Assets IncConcentrated strategy	$332.3M	+11.6%	12 -19	AAT	2026-06-30
HL Hidden Lake Asset Management LPHigh-turnover trader	$332.2M	+0.4%	24 -4	SOXX	2026-06-30
IW Iams Wealth Management, LLCDiversified strategy	$332.2M	+15.8%	190 +4	QQQ	2026-06-30
PA Prodigy Asset Management LLCSector-focused	$332.1M	+10.9%	29 +1	EVTR	2026-06-30
BP BCS Private Wealth Management, Inc.Diversified strategy	$332.1M	+0.9%	187 +1	EAGL	2026-06-30
PW Precision Wealth Strategies, LLCDiversified strategy	$331.8M	+10.1%	170 +14	VOO	2026-06-30
LC Legacy Capital Group California, Inc.Diversified strategy	$331.8M	+26.3%	299 +22	AAPL	2026-06-30
MA Mayfair Advisory Group, LLCDiversified strategy	$331.7M	+15.8%	185 +10	VTV	2026-06-30
FA FDx Advisors, Inc.Diversified strategy	$331.7M	+5.9%	179 -4	BND	2026-06-30
LB Left Brain Wealth Management, LLCDiversified strategy	$331.7M	+30.3%	99 +19	NVDA	2026-06-30
AL Argentarii, LLCDiversified strategy	$331.6M	+16.0%	213 +15	NVDA	2026-06-30

Showing 4,897-4,947 of 13,276 institutions