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.

Most recently filedReported valueNameTurnoverHoldingsAllSector-focusedMomentum followerQuality / disciplined sizingDiversified strategyLong-term holderHigh-turnover traderContrarianConcentrated strategy

	Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
	SC Serenity Capital Management Pte. LTD.Sector-focused	$331.6M	-20.0%	11 +1	ZTO	2026-06-30
	PP Pacifica Partners Inc.Diversified strategy	$331.6M	+10.1%	448 -26	GOOG	2026-06-30
	LB L.K. Benson & Company, P.C.Sector-focused	$331.5M	+9.6%	115 +2	TROW	2026-06-30
	LC Long Corridor Asset Management LtdMomentum follower	$331.5M	-19.4%	35 -3	AMZN	2026-06-30
	FW Foundation Wealth Management, LLC\PADiversified strategy	$331.3M	+16.9%	105 +14	VTI	2026-06-30
	GI Goodlander Investment Management, LLCHigh-turnover trader	$331.3M	+14.6%	15 +3	MTZ	2026-06-30
	FS Flagstar Securities, IncDiversified strategy	$331.2M	+19.9%	177 +3	IVV	2026-06-30
	CN Crow's Nest Holdings LPContrarian	$330.7M	-22.7%	11	TSM	2026-06-30
	CC Cloverfields Capital Group, LPDiversified strategy	$330.6M	+7.0%	90 -1	TSM	2026-06-30
	CF Camarda Financial Advisors, LLCDiversified strategy	$330.6M	+74.0%	122 +18	IYM	2026-06-30
	RI Rhino Investment Partners, IncSector-focused	$330.5M	-8.0%	32 -7	HBAN	2026-06-30
	L& Laura & John Arnold FoundationConcentrated strategy	$330.5M	-23.1%	5 +1	IGV	2026-06-30
	NL Nkcfo LLCDiversified strategy	$330.1M	-2.1%	92 -14	AEM	2026-06-30
	B& Bell & Brown Wealth Advisors, LLCDiversified strategy	$330.1M	+7.1%	73 +5	AVGO	2026-06-30
	NF Norman Fields, Gottscho Capital Management, LLCDiversified strategy	$330.1M	+9.1%	64 -1	COST	2026-06-30
	CP C Partners Holding GmbHMomentum follower	$329.9M	+4.1%	15 +7	TPR	2026-06-30
	L& Lumbard & Kellner, LLCDiversified strategy	$329.9M	+14.3%	108 +9	GOOG	2026-06-30
	MI Montgomery Investment Management IncDiversified strategy	$329.5M	+12.4%	108 +5	URI	2026-06-30
	IB Iyo Bank, Ltd.Momentum follower	$329.5M	+17.2%	32 -3	GOOGL	2026-06-30
	WM Windward Management LPHigh-turnover trader	$329.5M	+153.3%	13 +3	SPY	2026-06-30
	TT Towne Trust Company, N.ADiversified strategy	$329.5M	+5.8%	354 +5	AAPL	2026-06-30
	TM Tikvah Management LLCSector-focused	$329.2M	+2.0%	19 -2	GOOGL	2026-06-30
	PE Providence Equity Partners L.L.C.Concentrated strategy	$329.2M	-41.8%	3	DV	2026-06-30
	UB United BankDiversified strategy	$328.9M	+9.4%	122 -2	XLK	2026-06-30
	BF Buttonwood Financial Advisors Inc.Diversified strategy	$328.7M	+10.0%	110 +2	MOAT	2026-06-30
	OF Omega Financial Group, LLCDiversified strategy	$328.6M	+6.8%	91 -10	AGG	2026-06-30
	EA EDENTREE ASSET MANAGEMENT LtdDiversified strategy	$328.5M	-1.0%	66 +1	GOOGL	2026-06-30
	EW Encompass Wealth Advisors, LLCDiversified strategy	$328.5M	+14.3%	109 +9	IVW	2026-06-30
	DI Davis Investment Partners, LLCDiversified strategy	$328.5M	+16.0%	172 +5	RSPT	2026-06-30
	KA Kercheville Advisors, LLCDiversified strategy	$328.4M	+5.0%	108 +2	NVDA	2026-06-30
	SC Stance Capital LLCDiversified strategy	$328.2M	+59.3%	429 +83	STNC	2026-06-30
	P& Pecaut & Co.Diversified strategy	$328.2M	+6.6%	65 -1	BRK-B	2026-06-30
	NA NVP Associates, LLCHigh-turnover trader	$328.2M	+86.3%	7 +2	MBX	2026-06-30
	KW Kaydan Wealth Management, Inc.Diversified strategy	$328.1M	+9.7%	115 +6	VTV	2026-06-30
	VP Vantage Point Financial LLCDiversified strategy	$328.0M	+15.1%	188 +12	DFAC	2026-06-30
	TA Tabor Asset Management, LPDiversified strategy	$327.5M	+31.7%	47 +8	ZGN	2026-06-30
	EC Engaged Capital LLCSector-focused	$327.1M	+7.8%	10 +2	VFC	2026-06-30
	RW Richard W. Paul & Associates, LLCDiversified strategy	$327.0M	+10.1%	320 +20	IUSV	2026-06-30
	WA Wealth Advisors of Tampa Bay, LLCDiversified strategy	$326.9M	+8.1%	94 +1	GLW	2026-06-30
	Dalal Street, LLCConcentrated strategy	$326.7M	-22.7%	4 +1	HCC	2026-06-30
	TA Tred Avon Family Wealth, LLCDiversified strategy	$326.7M	+8.4%	262	BAC	2026-06-30
	RL Rogco, LPDiversified strategy	$326.7M	+9.1%	224 +19	IVV	2026-06-30
	JA JCIC Asset Management Inc.Diversified strategy	$326.5M	0.0%	113	GOOG	2026-06-30
	CI Capital Investment Management, Inc.Diversified strategy	$326.4M	+12.1%	132 +7	VOO	2026-06-30
	VW Vigilare Wealth ManagementDiversified strategy	$326.2M	+10.2%	123 +14	SGOV	2026-06-30
	MF Morris Financial Concepts, Inc.Diversified strategy	$326.1M	+10.7%	204 +9	IVV	2026-06-30
	RF Register Financial Advisors LLCDiversified strategy	$326.1M	+20.5%	426 +39	VUG	2026-06-30
	HW Hassell Wealth Management, LLCSector-focused	$326.0M	+9.4%	29 +1	VTI	2026-06-30
	AP Aventura Private Wealth, LLCDiversified strategy	$326.0M	+19.2%	986 +82	AAPL	2026-06-30
	LC Lcnb CORPDiversified strategy	$326.0M	+9.6%	187 -2	IEFA	2026-06-30
	FW Forza Wealth Management, LLCDiversified strategy	$325.9M	+13.4%	194 +6	BSV	2026-06-30

Showing 4,948-4,998 of 13,276 institutions