Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
BRANDYWINE OAK PRIVATE WEALTH LLC Kennett Square, PA 2/3/2026
BRANDYWINE TRUST CO Hockessin, DE 2/13/2026
BRANT POINT INVESTMENT MANAGEMENT LLC New York, NY 2/13/2026
BRASADA CAPITAL MANAGEMENT, LP Houston, TX 2/13/2026
Braslyn Ltd. 2/14/2025
BRASS TAX WEALTH MANAGEMENT, INC 11/14/2025
Bratton Capital Management, L.P. Fort Worth, TX 2/17/2026
BRAUN STACEY ASSOCIATES INC New York, NY 1/20/2026
Braun-Bostich & Associates Inc. Canonsburg, PA 1/14/2026
BRAVE ASSET MANAGEMENT INC Summit, NJ 1/8/2026
Brave Warrior Advisors, LLC New York, NY 2/17/2026
Braver Wealth Management, LLC 2/14/2017
Bravias Capital Group, LLC Iselin, NJ 1/29/2026
Bray Capital Advisors 2/3/2025
BRC Group Holdings, Inc. Los Angeles, CA 2/10/2026
BRC Investment Management LLC 10/31/2016
BRC-Global BAH Investments Ltd. Nassau, C5 2/4/2026
BREACH INLET CAPITAL MANAGEMENT, LLC Mt. Pleasant, SC 2/17/2026
Breachway Investments LLC Charlestown, RI 1/27/2026
BREAKLINE CAPITAL LLC 2/14/2023
Breakout Capital Partners, LP New York, NY 2/17/2026
BREAKTHRU ADVISORY SERVICES, LLC Muskego, WI 1/12/2026
Breakwater Capital Group Paramus, NJ 1/9/2026
Breakwater Investment Management Seattle, WA 2/2/2026
Bredin Investment LLC 2/6/2020
Breed's Hill Capital LLC 8/8/2025
Bregal Investments, Inc. 11/10/2022
Bregal North America General Partner Jersey Ltd 11/14/2023
Bregal Sagemount I, L.P. 11/14/2023
Bregal Sagemount IV General Partner Jersey Ltd St. Helier, Y9 2/13/2026
Bregal Sagemount Management LP 11/14/2023
Brehaut David Pascal Vale, Y7 2/13/2026
BREITER CAPITAL MANAGEMENT INC 5/11/2022
Breithorn Capital Management 8/14/2017
Bremer Bank National Association 4/10/2025
BREMER TRUST NATIONAL ASSOCIATION 2/11/2019
Brendel Financial Advisors LLC Hanover, NH 1/26/2026
Brenham Capital Management, L.P. 1/30/2019
Brenner West Capital Advisors, LP 1/2/2019
Brentview Investment Management LLC Northfield, IL 2/10/2026
Breogan Capital, LP 8/14/2018
Breton Hill Capital Ltd. 11/3/2017
Bretton Capital Management, LLC San Francisco, CA 1/26/2026
Brevan Howard Capital Management LP St. Helier, Y9 2/17/2026
BREWIN DOLPHIN LTD 11/9/2023
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 11/9/2023
Brewster Financial Planning LLC Brooklyn, NY 1/14/2026
BRIAN LOW FINANCIAL GROUP, LLC Baton Rouge, LA 2/13/2026
Briar Hall Management LLC Nashville, TN 2/13/2026
Briaud Financial Planning Inc College Station, TX 4/10/2026
Brick & Kyle, Associates Newtown, PA 2/13/2026
Brickley Wealth Management San Mateo, CA 1/29/2026
Bricktown Capital, LLC Detroit, MI 1/15/2026
Brickwood Asset Management LLP London, X0 2/10/2026
Bridge Advisory, LLC 10/1/2024
Bridge City Capital, LLC Lake Oswego, OR 2/13/2026
Bridge Creek Capital Management LLC 10/14/2025
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC South Miami, FL 2/10/2026
Bridgecreek Investment Management, LLC 2/13/2024
Bridgefront Capital, LLC Austin, TX 2/13/2026
BridgePort Financial Solutions, LLC Fairfield, IA 1/16/2026
BRIDGER MANAGEMENT, LLC New York, NY 2/17/2026
BRIDGES INVESTMENT COUNSEL INC/ 2/9/2018
BRIDGES INVESTMENT MANAGEMENT INC Omaha, NE 2/10/2026
Bridgewater Advisors Inc. New York, NY 1/23/2026
Bridgewater Associates, LP Westport, CT 2/13/2026
Bridgewater Wealth & Financial Management, LLC 2/13/2018
BRIDGEWAY CAPITAL MANAGEMENT, LLC Houston, TX 2/17/2026
Bridgewealth Advisory Group, LLC Fresno, CA 2/4/2026
Bridgeworth, LLC 1/26/2024
BRIGADE CAPITAL MANAGEMENT, LP New York, NY 2/13/2026
BRIGGS ADVISORY GROUP, INC. 10/27/2023
Briggs Wealth Management, Inc Glastonbury, CT 2/19/2026
BRIGHT FINANCIAL ADVISORS, INC. Portage, MI 1/23/2026
Bright Futures Wealth Management, LLC. Webster, Ny 14580, NY 2/5/2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC Hanover, MA 1/15/2026
BRIGHT VALLEY CAPITAL Ltd Hong Kong, K3 2/12/2026
BRIGHTFIELD CAPITAL MANAGEMENT LLC 11/12/2015
BRIGHTLIGHT CAPITAL MANAGEMENT LP Westport, CT 2/17/2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC Miami, FL 2/13/2026
BRIGHTON JONES LLC Seattle, WA 1/27/2026
BRIGHTON SECURITIES CORP. Rochester, NY 3/9/2026
Brightwater Advisory LLC Tampa, FL 2/12/2026
Brightworth 10/28/2022
BRILLIANCE ASSET MANAGEMENT LTD Admiralty, Hong Kong, K3 2/12/2026
Brindle & Bay Financial Advisors, LLC Frisco, TX 1/29/2026
BRINKER CAPITAL INC 7/30/2020
Brio Consultants, LLC San Francisco, CA 2/4/2026
Bristlecone Advisors, LLC 10/24/2025
Bristlecone Value Partners, LLC Los Angeles, CA 2/13/2026
Bristol Advisors, LLC 4/29/2019
Bristol County Savings Bank 1/23/2018
Bristol Gate Capital Partners Inc. Toronto, A6 2/6/2026
BRISTOL JOHN W & CO INC /NY/ New York, NY 2/13/2026
British Airways Pensions Investment Management Ltd 8/27/2021
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp Victoria, A1 2/13/2026
Broad Bay Capital Management, LP New York, NY 2/17/2026
Broad Peak Investment Advisers Pte Ltd Singapore, U0 1/29/2026
Broad Peak Investment Holdings Ltd. 5/1/2024
Broad Run Investment Management, LLC Arlington, VA 2/17/2026
Broadcrest Asset Management, LLC 11/3/2025
Broadfin Capital, LLC 2/14/2020
Broadleaf Partners, LLC Hudson, OH 2/13/2026
BROADMARK ASSET MANAGEMENT LLC 2/13/2024
BROADVIEW ADVISORS LLC 8/14/2019
Broadview Financial Management, LLC Wauwatosa, WI 2/13/2026
BROADWATER CAPITAL MANAGEMENT LLC Boston, MA 2/3/2026
Broadway Wealth Solutions, Inc. San Antonio, TX 1/29/2026
BROADWOOD CAPITAL INC New York, NY 2/17/2026
Broderick Brian C Boston, MA 2/17/2026
BROGAN FINANCIAL, INC. Knoxville, TN 2/12/2026
Bromfield Sneider Wealth Advisors 4/10/2024
Bronson Point Management LLC 11/14/2022
Bronte Capital Management Pty Ltd. Bondi Junction, C3 2/3/2026
Brookfield BHS Advisors LLC 2/16/2021
BROOKFIELD Corp /ON/ Toronto, A6 2/13/2026
Brookfield Public Securities Group LLC 8/14/2020
Brooklands Fund Management Ltd London, X0 2/17/2026
Brooklyn FI, LLC New York, NY 1/21/2026
Brooklyn Investment Group New York, NY 2/12/2026
Brookmont Capital Management Dallas, TX 2/10/2026
BROOKS, MOORE & ASSOCIATES, INC. Chattanooga, TN 2/17/2026
Brookside Equity Partners LLC 11/14/2023
Brookstone Capital Management Wheaton, IL 1/15/2026
BROOKTREE CAPITAL MANAGEMENT Grand Rapids, MI 2/2/2026
Brookwood Investment Group LLC Phoenix, AZ 1/22/2026
Brophy Wealth Management, LLC 11/15/2024
Broussard Financial Group LLC Kaplan, LA 2/2/2026
Brouwer & Janachowski, LLC 10/19/2021
BROWN ADVISORY INC Baltimore, MD 2/13/2026
Brown Advisory Securities, LLC 10/25/2023
BROWN BROTHERS HARRIMAN & CO New York, NY 2/12/2026
BROWN CAPITAL MANAGEMENT LLC Baltimore, MD 2/17/2026
Brown Financial Advisors Milford, OH 2/17/2026
Brown Financial Advisory Fairhope, AL 1/29/2026
Brown Miller Wealth Management, LLC Mclean, VA 1/23/2026
Brown Shipley& Co Ltd London, X0 1/21/2026
Brown University Providence, RI 1/30/2026
BROWN WEALTH MANAGEMENT, LLC Naperville, IL 4/9/2026
BROWN, LISLE/CUMMINGS, INC. Providence, RI 1/23/2026
BROWNING WEST LP Los Angeles, CA 2/17/2026
Broyhill Asset Management, LLC Charlotte, NC 2/13/2026
BRR OpCo, LLC 11/8/2022
Bruce & Co., Inc. Chicago, IL 2/13/2026
Bruce G. Allen Investments, LLC Denver, CO 2/10/2026
Brucke Financial, Inc. Indianapolis, IN 4/10/2026
Bruderman Asset Management, LLC 8/15/2022
Brueske Advisory Services, LLC Bellevue, WA 2/12/2026
Brummer Multi-Strategy AB Stockholm, V7 2/4/2026
BRUNI J V & CO /CO Colorado Springs, CO 2/10/2026
BRV Partners, L.L.C. 10/9/2018
BRX Global LP Greenwich, CT 2/13/2026
Bryant Woods Investment Advisors, LLC Getzville, NY 1/23/2026
Bryce Point Capital, LLC 11/6/2025
BRYN MAWR CAPITAL MANAGEMENT INC 2/11/2016
Bryn Mawr Trust Advisors, LLC Philadelphia, PA 2/4/2026
BSN Capital Partners Ltd London, X0 3/4/2026
BSW Wealth Partners Boulder, CO 1/23/2026
BT Wealth Management LLC 7/26/2022
BTC Capital Management, Inc. Des Moines, IA 1/15/2026
BTG Pactual Asset Management S.A. DTVM 2/12/2016
BTG Pactual Asset Management US LLC New York, NY 2/17/2026
BTG Pactual Global Asset Management Ltd 5/15/2024
BTR CAPITAL MANAGEMENT INC 10/12/2022
BTS Asset Management, Inc. Lincoln, MA 1/26/2026
Buck Wealth Strategies, LLC Denver, CO 2/3/2026
BUCKHEAD CAPITAL MANAGEMENT LLC Atlanta, GA 2/9/2026
BUCKINGHAM CAPITAL MANAGEMENT INC 10/21/2020
Buckingham Capital Management, Inc. 1/31/2025
BUCKINGHAM STRATEGIC WEALTH, LLC 8/12/2024
Buckland Partners Management Co LLC Harrison, NY 2/17/2026
Buckley Capital Advisors, LLC Miami Beach, FL 2/17/2026
Buckley Wealth Management, LLC Las Vegas, NV 2/12/2026
BUFFALO BUSINESS & ESTATE SERVICES LTD Orchard Park, NY 1/21/2026
Buffington Mohr McNeal 4/28/2025
BUILDER INVESTMENT GROUP INC /ADV Atlanta, GA 1/28/2026
Builders Union Fund LP 8/20/2021
Builders Union LLP 4/3/2023
Builders Vision, LLC Chicago, IL 2/17/2026
Bull Oak Capital, LLC Rancho Santa Fe, CA 2/2/2026
Bull Street Advisors, LLC Savannah, GA 1/28/2026
Bulldog Investors, LLP Saddle Brook, NJ 2/13/2026
Bullfrog Capital GP, Ltd. 11/14/2023
Bullseye Asset Management LLC Denver, CO 2/13/2026
Bullseye Investment Management, LLC Cincinnati, OH 2/2/2026
Bulltick Wealth Management, LLC Miami, FL 2/17/2026
Bulwark Capital Corp Fernandina Beach, FL 4/7/2026
Burda Gesellschaft mit beschrankter Haftung 10/16/2019
Burford Brothers, Inc. Dallas, TX 2/5/2026
Burford Capital Investment Management LLC 11/13/2020
Burgundy Asset Management Ltd. 11/12/2025
Burk Holdings LLC Tulsa, OK 2/12/2026
BURKE & HERBERT BANK & TRUST CO Alexandria, VA 2/12/2026
Burkehill Global Management, LP New York, NY 2/17/2026
Burkett Asset Management Ltd Victoria, A1 2/12/2026
BURKETT FINANCIAL SERVICES, LLC Rock Hill, SC 4/1/2026
Burleson & Company, LLC 1/31/2023
BURLING WEALTH PARTNERS, LLC Chicago, IL 2/6/2026
BURNEY CO/ Reston, VA 1/23/2026
BURNHAM ASSET MANAGEMENT CORP /NY/ 8/12/2016