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13F Intelligence

Follow the smart money

Explore quarterly SEC 13F filings — holdings, sector tilts and position changes across thousands of institutional managers.

Popular: Avoro Capital Advisors LLC ALPINE WOODS CAPITAL INVESTORS, LLC 12th Street Asset Management Company, LLC &PARTNERS 12 West Capital Management LP

9,682

Managers Tracked

3,962

Companies Mapped

Q2 2026

Latest Filings

Funds Companies
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Summit Investment Advisory Services, LLC

CIK: 0001914395 · Latest Q4 2026

SUMMIT PARTNERS L P

CIK: 0000830588 · Latest Q4 2026

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

CIK: 0001638555 · Latest Q4 2026

Summit Place Financial Advisors, LLC

CIK: 0001801413 · Latest Q4 2026

Summit Portfolio Management, LTD.

CIK: 0002132683 · Latest Q1 2026

Summit Rock Advisors, LP

CIK: 0001540951 · Latest Q4 2026

SUMMIT SECURITIES GROUP LLC

CIK: 0001531593 · Latest Q4 2026

Summit Street Capital Management, LLC

CIK: 0001595533 · Latest Q4 2026

Summit Trail Advisors, LLC

CIK: 0001698478 · Latest Q4 2026

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CIK: 0001766995 · Latest Q4 2026

SUMMIT WEALTH GROUP LLC / CO

CIK: 0002081278 · Latest Q4 2026

Summit Wealth Group, LLC

CIK: 0001802865 · Latest Q4 2026

Summit Wealth Partners, LLC

CIK: 0002033312 · Latest Q4 2026

Summit X, LLC

CIK: 0001697729 · Latest Q4 2025

Summitas Investment Management LLC

CIK: 0002134540 · Latest Q2 2026

SUMMITPOINT CAPITAL MANAGEMENT

CIK: 0002108283 · Latest Q2 2026

SUMMITRY LLC

CIK: 0001280043 · Latest Q4 2026

SummitTX Capital, L.P.

CIK: 0002052310 · Latest Q4 2026

Sun Financial Inc

CIK: 0002067342 · Latest Q4 2026

Sun Group Wealth Partners

CIK: 0002111007 · Latest Q4 2026