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
SP Snow Phipps Group, LLCConcentrated strategy	$325.9M	+2.6%	2	VEL	2026-06-30
SA Sycale AdvisorsHigh-turnover trader	$325.9M	+62.5%	24 +6	SPY	2026-06-30
NP New Perspectives, IncMomentum follower	$325.9M	+12.8%	49 +5	WCPB	2026-06-30
FW Family Wealth Partners, LLCDiversified strategy	$325.8M	+11.3%	109 +4	ITOT	2026-06-30
TJ Thomas J. Herzfeld Advisors, Inc.Diversified strategy	$325.8M	+10.8%	129 +14	FSSL	2026-06-30
WA Wilkerson Advisory Group LLCDiversified strategy	$325.6M	+11.9%	620 +3	SPY	2026-06-30
TW Triton Wealth Management, PLLCDiversified strategy	$325.5M	+20.8%	133 +9	SCHG	2026-06-30
SM S.A. Mason LLCDiversified strategy	$325.5M	+22.2%	282 +16	NVDA	2026-06-30
MA Mullooly Asset Management, Inc.Long-term holder	$324.9M	+19.9%	60 +9	VLUE	2026-06-30
SC Sykon Capital LLCDiversified strategy	$324.8M	+8.3%	112 +24	VXUS	2026-06-30
B& Bishop & Co Investment Management, LLCMomentum follower	$324.8M	+11.4%	26	VTV	2026-06-30
GP Guardian Point Capital, LPMomentum follower	$324.8M	+33.8%	14 +3	APO	2026-06-30
LC Lazari Capital Management, Inc.Diversified strategy	$324.6M	+12.9%	188 +13	AAPL	2026-06-30
NC NCM Capital Management, LLCDiversified strategy	$324.5M	+16.2%	194 +9	NVDA	2026-06-30
PH Pinnacle Holdings, LLCDiversified strategy	$324.4M	+4.9%	237 +4	DIA	2026-06-30
NG NWK Group, Inc.Diversified strategy	$324.2M	+24.4%	71 +5	NVDA	2026-06-30
WM Wealth Management Resources, Inc.Momentum follower	$324.2M	+12.8%	31 +3	SPHQ	2026-06-30
SH Silver Heights Capital Management IncConcentrated strategy	$324.1M	+24.6%	4	IRDM	2026-06-30
BA Bluesphere Advisors LLCMomentum follower	$323.9M	+15.2%	121	IVV	2026-06-30
IR Investment Research & Advisory Group, Inc.Diversified strategy	$323.9M	+13.1%	315 +35	VOO	2026-06-30
NI Nicollet Investment Management, Inc.Diversified strategy	$323.9M	+10.9%	77 +1	AMZN	2026-06-30
WQ Wealth Quarterback LLCDiversified strategy	$323.8M	+27.5%	172 +9	IVV	2026-06-30
MC Magarian Capital Management, LLCQuality / disciplined sizing	$323.8M	—	13	GPN	2026-06-30
LB Legacy Bridge, LLCDiversified strategy	$323.8M	+23.5%	322 +2	GEV	2026-06-30
HA HF Advisory Group, LLCDiversified strategy	$323.5M	+10.2%	168 +2	DGRO	2026-06-30
OC Orion Capital Management LLCDiversified strategy	$323.5M	+11.4%	516 +27	IVV	2026-06-30
SI Sims Investment Management, LLCMomentum follower	$323.4M	+18.9%	184 +149	SCHX	2026-06-30
NW National Wealth Management Group, LLCDiversified strategy	$323.4M	+20.4%	226 +11	SPYM	2026-06-30
UC United Community BankDiversified strategy	$323.4M	+7.8%	534 -31	BRK-B	2026-06-30
WF Walker Financial Services, Inc.Diversified strategy	$323.3M	+10.6%	45 +2	TFLO	2026-06-30
KF Kenora Financial, LLCDiversified strategy	$323.2M	+13.2%	133 +1	GOOG	2026-06-30
NC Naman Capital LtdaConcentrated strategy	$323.1M	-10.2%	19	SPY	2026-06-30
GM Granger Management LLCConcentrated strategy	$322.8M	-9.9%	15 +9	ACWI	2026-06-30
FW Forefront Wealth Partners, LLCDiversified strategy	$322.7M	+35.1%	177 +15	SPYM	2026-06-30
S& Sharper & Granite LLCDiversified strategy	$322.7M	+10.3%	109 +2	USFR	2026-06-30
RH Royal Harbor Partners, LLCDiversified strategy	$322.7M	+9.3%	56 +5	CGDV	2026-06-30
SC Sophron Capital Management L.P.Sector-focused	$322.7M	-4.9%	43 +2	ADC	2026-06-30
PF Prosperity Financial Group, Inc.Diversified strategy	$322.6M	+19.2%	184 -2	AAPL	2026-06-30
QF Quantum Financial Planning Services, Inc.Momentum follower	$322.5M	+15.9%	58 +5	VUG	2026-06-30
NA Northstar Advisory Group, LLCDiversified strategy	$322.5M	+20.1%	119 +6	SPYM	2026-06-30
CW Curio Wealth, LLCLong-term holder	$322.3M	+10.1%	78 -1,178	DFAU	2026-06-30
SS S Squared Technology, LLCSector-focused	$322.3M	+22.0%	33 -2	LSCC	2026-06-30
SC Squadron Capital Management LLCMomentum follower	$322.2M	+18.1%	43 +6	RLMD	2026-06-30
WW Westshore Wealth, LLCDiversified strategy	$322.1M	+13.0%	107 +5	SPY	2026-06-30
JG Jackson, Grant Investment Advisers, Inc.Diversified strategy	$322.0M	+7.5%	421 +23	SPY	2026-06-30
EI EnCap Investments L.P.High-turnover trader	$322.0M	-64.4%	3 -1	DVN	2026-06-30
KF Ketron FinancialSector-focused	$321.9M	+15.3%	64 +9	NVDA	2026-06-30
MC Mathes Company, Inc.Diversified strategy	$321.8M	+17.6%	129 +3	GEV	2026-06-30
AA AJ Advisors, LLCMomentum follower	$321.8M	+19.4%	37 +4	VOO	2026-06-30
MA MKT Advisors LLCDiversified strategy	$321.8M	+7.9%	155 -2	SPY	2026-06-30
RI Realta Investment AdvisorsDiversified strategy	$321.8M	+11.6%	378 +11	AAPL	2026-06-30

Showing 4,999-5,049 of 13,276 institutions