Notable FilersRecent 13F FilingsTop by AUM

Recent 13F Filings

Stay updated with the latest institutional investor disclosures. Explore recent 13F filings to track portfolio changes and investment trends.

FilerAUMQuarter DateFiling DateSEC Filing
Israel Discount Bank of New York
$26.34MJun 30, 2025Aug 05, 2025Link to SEC filing
5T Wealth, LLC
$210.51MJun 30, 2025Aug 05, 2025Link to SEC filing
X-Square Capital, LLC
$278.06KJun 30, 2025Aug 05, 2025Link to SEC filing
MKP Capital Management, L.L.C.
$1.95BJun 30, 2025Aug 05, 2025Link to SEC filing
Aviance Capital Partners, LLC
$765.21MJun 30, 2025Aug 05, 2025Link to SEC filing
Westside Investment Management, Inc.
$539.21MJun 30, 2025Aug 05, 2025Link to SEC filing
Mason Investment Advisory Services, Inc.
$1.83BJun 30, 2025Aug 05, 2025Link to SEC filing
Strategic Financial Concepts, LLC
$710.87MJun 30, 2025Aug 05, 2025Link to SEC filing
Core Alternative Capital
$365.60MJun 30, 2025Aug 05, 2025Link to SEC filing
RiverGlades Family Offices LLC
$152.45MJun 30, 2025Aug 05, 2025Link to SEC filing
Carmel Capital Management L.L.C.
$296.51MJun 30, 2025Aug 05, 2025Link to SEC filing
SSH Financial Advisors, Inc.
$299.33MJun 30, 2025Aug 05, 2025Link to SEC filing
Crystal Rock Capital Management
$173.43MJun 30, 2025Aug 05, 2025Link to SEC filing
J. W. Coons Advisors, LLC
$442.02MJun 30, 2025Aug 05, 2025Link to SEC filing
ALLSTATE CORP
$1.39BJun 30, 2025Aug 05, 2025Link to SEC filing
Plante Moran Financial Advisors, LLC
$1.42BJun 30, 2025Aug 05, 2025Link to SEC filing
Uniting Wealth Partners, LLC
$258.59MJun 30, 2025Aug 05, 2025Link to SEC filing
Hiddenite Capital Partners LP
$382.07MJun 30, 2025Aug 05, 2025Link to SEC filing
Catterton Management Company, L.L.C.
$5.96BJun 30, 2025Aug 05, 2025Link to SEC filing
SIMPLEX TRADING, LLC
$174.65MJun 30, 2025Aug 05, 2025Link to SEC filing
Kesler, Norman Wride, LLC
$563.72MJun 30, 2025Aug 05, 2025Link to SEC filing
Montanaro Asset Management Ltd
$387.89MJun 30, 2025Aug 05, 2025Link to SEC filing
Verity Asset Management, Inc.
$209.40MJun 30, 2025Aug 05, 2025Link to SEC filing
WorthPointe, LLC
$237.71MJun 30, 2025Aug 05, 2025Link to SEC filing
KDT Advisors, LLC
$61.96MJun 30, 2025Aug 05, 2025Link to SEC filing

Frequently Asked Questions

What are 13F filings?

13F filings are quarterly reports that institutional investment managers with over $100 million in assets under management must file with the SEC. These reports disclose their equity holdings.

How often are 13F filings updated?

Institutional investors file 13F reports quarterly, within 45 days after the end of each quarter (March 31, June 30, September 30, and December 31).

Why are 13F filings important?

13F filings provide transparency into the investment strategies of large hedge funds and institutional investors. They can offer insights into market trends and help individual investors identify potential investment opportunities.