Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
BURNS J W & CO INC/NY Dewitt, NY 1/12/2026
Burns Matteson Capital Management, LLC Corning, NY 1/15/2026
BURR FINANCIAL SERVICES, LLC Pleasant Hill, CA 2/3/2026
Burrage Capital Management LLC 11/15/2021
Burren Capital Advisors Ltd 11/12/2025
BURRUS FINANCIAL SERVICES, INC. Salt Lake City, UT 1/30/2026
Burt Wealth Advisors 11/5/2025
Burton Enright Welch Walnut Creek, CA 3/9/2026
Busey Bank Urbana, IL 1/27/2026
BUSH INVESTMENT GROUP, LLC Valdosta, GA 3/5/2026
BUSH ODONNELL INVESTMENT ADVISORS INC 10/30/2018
Buska Wealth Management, LLC Wausau, WI 1/22/2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC Ponte Vedra Beach, FL 4/9/2026
Buttonwood Financial Advisors Inc. Baltimore, MD 2/4/2026
Buttonwood Financial Group, LLC Kansas City, MO 1/13/2026
BVF INC/IL San Francisco, CA 2/17/2026
BW Gestao de Investimentos Ltda. Sao Paulo, D5 2/10/2026
BWCP, LP Dallas, TX 2/13/2026
BWM Planning, LLC The Woodlands, TX 1/14/2026
BXM Wealth LLC Englewood, CO 1/20/2026
Byrne Asset Management LLC Kingston, NJ 4/2/2026
BYRNE FINANCIAL FREEDOM, LLC Franklin, MA 2/4/2026
C M BIDWELL & ASSOCIATES LTD Honolulu, HI 2/13/2026
C Partners Holding GmbH Zurich, V8 2/17/2026
C V STARR & CO INC New York, NY 2/9/2026
C WorldWide Group Holding A/S Copenhagen, G7 2/4/2026
C-J Advisory, Inc. 10/13/2021
C.V. Starr & Co., Inc. Trust 11/14/2023
C2C Wealth Management, LLC Scottsdale, AZ 1/21/2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Westlake, OH 4/9/2026
CA Family Wealth, LLC 5/19/2020
CAAS CAPITAL MANAGEMENT LP 5/1/2025
CABANA LLC Fayetteville, AR 1/28/2026
Cable Car Capital, LP San Francisco, CA 2/17/2026
Cable Hill Partners, LLC 5/2/2025
CABOT WEALTH MANAGEMENT INC Salem, MA 2/3/2026
Cabot-Wellington, LLC Boston, MA 1/28/2026
Cache Advisors, LLC San Francisco, CA 1/22/2026
CacheTech Inc. Logan, UT 2/18/2026
CACTI ASSET MANAGEMENT LLC Atlanta, GA 1/2/2026
CADEN CAPITAL PARTNERS, LP Santa Monica, CA 2/17/2026
Cadence Bank Tupelo, MS 1/30/2026
CADENCE BANK NA 10/27/2022
CADENCE CAPITAL MANAGEMENT LLC 10/16/2020
Cadence Wealth Management LLC Westborough, MA 2/6/2026
Cadent Capital Advisors, LLC Tulsa, OK 4/8/2026
CADIAN CAPITAL MANAGEMENT, LP New York, NY 2/17/2026
CADINHA & CO LLC Honolulu, HI 1/28/2026
Caerus Global Investors LLC 11/16/2015
Caerus Investment Advisors, LLC West Lake Hills, TX 2/12/2026
CAERUS INVESTORS, LLC 8/14/2019
CAHABA WEALTH MANAGEMENT, INC. Atlanta, GA 1/7/2026
CAHILL FINANCIAL ADVISORS INC Edina, MN 2/18/2026
Cahill Wealth Management, LLC 5/12/2025
Cai Capital Management, Inc. 11/14/2014
Cairn Investment Group, Inc. Vancouver, WA 2/2/2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Montreal, A8 2/17/2026
CAISSE DES DEPOTS ET CONSIGNATIONS Paris, I0 2/2/2026
Caitlin John, LLC Brighton, MI 2/18/2026
Caitong International Asset Management Co., Ltd Hong Kong, K3 3/3/2026
Calamos Advisors LLC Naperville, IL 1/29/2026
Calamos Wealth Management LLC Naperville, IL 1/29/2026
Calder Financial LLC Downingtown, PA 4/7/2026
Caldera Capital, LLC 5/14/2020
CALDWELL & ORKIN INC 11/7/2017
Caldwell Investment Management Ltd. Toronto, A6 2/11/2026
CALDWELL SUTTER CAPITAL, INC. Sausalito, CA 1/30/2026
Caldwell Trust Co Venice, FL 1/30/2026
Caledonia (Private) Investments Pty Ltd Sydney Nsw, C3 2/17/2026
CALEDONIA INVESTMENTS PLC London England, X0 1/20/2026
CALIBER WEALTH MANAGEMENT, LLC 4/25/2024
CALIBER WEALTH MANAGEMENT, LLC / KS Overland Park, KS 1/28/2026
CALIFORNIA FIRST LEASING CORP Newport Beach, CA 2/17/2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Sacramento, CA 2/12/2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM West Sacramento, CA 2/17/2026
Caligan Partners LP New York, NY 2/17/2026
Calixto Global Investors, LP 2/14/2025
Call To Action Foundation Salt Lake City, UT 2/5/2026
Callahan Advisors, LLC Houston, TX 2/6/2026
Callan Capital, LLC 4/29/2025
Callan Family Office, LLC Radnor, PA 2/12/2026
Callodine Capital Management, LP Boston, MA 2/13/2026
CALTON & ASSOCIATES, INC. Tampa, FL 2/10/2026
Calvert Investment Management, Inc. 10/26/2017
Calydon Capital Memphis, TN 2/17/2026
Calypso Capital Management, LP 2/6/2015
Camarda Financial Advisors, LLC Fleming Island, FL 2/17/2026
Camber Capital Management LP 8/14/2025
CAMBIAR INVESTORS LLC Denver, CO 1/23/2026
CAMBIENT FAMILY OFFICE, LLC Ada, MI 2/20/2026
Cambria Investment Management, L.P. Manhattan Beach, CA 2/17/2026
Cambrian Capital Limited Partnership 2/14/2020
Cambridge Advisors Inc. Omaha, NE 1/21/2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston, MA 2/17/2026
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV 11/12/2015
CAMBRIDGE CAPITAL MANAGEMENT, LLC O'fallon, IL 1/28/2026
Cambridge Financial Group, Inc. Columbus, OH 2/13/2026
Cambridge Financial Group, LLC Tucson, AZ 4/8/2026
Cambridge Investment Research Advisors, Inc. Fairfield, IA 2/5/2026
CAMBRIDGE TRUST CO 5/30/2024
CAMDEN ASSET MANAGEMENT L P /CA Los Angeles, CA 2/13/2026
CAMDEN NATIONAL BANK Camden, ME 2/10/2026
CAMDEN NATIONAL CORP 8/4/2021
Camelot Capital Partners, LLC 8/14/2025
Camelot Portfolios, LLC Maumee, OH 1/29/2026
CAMELOT TECHNOLOGY ADVISORS, INC. San Francisco, CA 4/9/2026
CAMG Solamere Management, LLC 11/12/2021
Campbell & CO Investment Adviser LLC Baltimore, MD 2/12/2026
CAMPBELL CAPITAL MANAGEMENT INC Miami, FL 1/28/2026
Campbell Deegan Wealth Management, LLC Richmond, VA 1/22/2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC Milwaukee, WI 1/26/2026
Campbell Wealth Management 1/30/2025
Campion Asset Management Falls Church, VA 2/17/2026
Camrose Capital Investment Partners LLP London, X0 2/17/2026
Canaan Partners IX LLC 10/16/2024
Canaan Partners VII LLC 10/17/2017
Canaan Partners VIII LLC 1/27/2020
Canaan Partners X LLC 10/11/2023
Canaan Partners XI LLC Menlo Park, CA 2/13/2026
CANADA LIFE ASSURANCE Co Winnipeg, A2 2/13/2026
CANADA PENSION PLAN INVESTMENT BOARD Toronto Ontario, A6 2/17/2026
Canada Post Corp Registered Pension Plan Toronto, Z4 2/5/2026
Canal Capital Management, LLC Richmond, VA 1/6/2026
Canal Insurance CO Greenville, SC 2/3/2026
CANANDAIGUA NATIONAL BANK & TRUST CO Canandaigua, NY 1/30/2026
CANANDAIGUA NATIONAL CORP Canandaigua, NY 4/8/2026
Canandaigua National Trust Co of Florida Canandaigua, NY 4/8/2026
Candelo Capital Management LP New York, NY 2/17/2026
Cander Asset Management LP New York, NY 2/17/2026
Candlestick Capital Management LP Greenwich, CT 2/12/2026
Candlewood Investment Group, LP 11/14/2018
Candriam S.C.A. Strassen, N4 2/13/2026
Cane Capital Partners, LLC St Francisville, LA 1/21/2026
CANERECTOR INC Toronto, A6 3/20/2026
Cannae Holdings, Inc. Las Vegas, NV 1/6/2026
Cannell & Co. 2/5/2024
Cannell & Spears LLC New York, NY 2/17/2026
CANNELL CAPITAL LLC Alta, WY 2/17/2026
Cannon Advisors, Inc. Charlotte, NC 1/15/2026
Cannon Capital Management, Inc. Salt Lake City, UT 1/30/2026
Cannon Financial Strategists, Inc. Athens, GA 2/4/2026
Cannon Global Investment Management, LLC Davie, FL 1/27/2026
Cannon Wealth Management Services, LLC Winston Salem, NC 1/27/2026
Canoe Financial LP Calgary, A0 1/14/2026
Canopy Partners, LLC Cincinnati, OH 2/12/2026
Cantab Capital Partners LLP 11/14/2017
CANTILLON CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
Canton Hathaway, LLC Providence, RI 1/21/2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. New York, NY 1/23/2026
CANTOR FITZGERALD, L. P. New York, NY 2/17/2026
Canvas GP 1, L.L.C. 2/11/2022
Canvas Wealth Advisors, LLC Shawnee, KS 1/12/2026
CANYON CAPITAL ADVISORS LLC Dallas, TX 2/17/2026
CAP Partners, LLC Franklin, TN 2/4/2026
Capasso Planning Partners LLC Charleston, SC 2/17/2026
Capco Asset Management, LLC Tampa, FL 2/6/2026
Cape Ann Asset Management Ltd London, X0 2/13/2026
CAPE ANN SAVINGS BANK Gloucester, MA 1/28/2026
CAPE COD FIVE CENTS SAVINGS BANK Orleans, MA 2/13/2026
Cape Investment Advisory, Inc. Mcdonough, GA 2/17/2026
Capelight Capital Asset Management LP New York, NY 1/28/2026
CAPITAL & PLANNING, LLC Jonesboro, GA 2/13/2026
Capital A Wealth Management, LLC 9/26/2025
Capital Advantage, Inc. Walnut Creek, CA 1/7/2026
CAPITAL ADVISORS INC/OK Tulsa, OK 1/15/2026
Capital Advisors Wealth Management, LLC Yakima, WA 4/8/2026
Capital Advisors, Ltd. LLC Shaker Heights, OH 1/21/2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Phoenix, AZ 1/21/2026
Capital Analysts, LLC Fort Washington, PA 2/11/2026
Capital Asset Advisory Services LLC Williamston, MI 1/9/2026
Capital Asset Managemnet, LLC Denver, CO 4/7/2026
Capital Bank & Trust Co 11/14/2022
CAPITAL CITY TRUST CO/FL Tallahassee, FL 2/3/2026
CAPITAL COUNSEL LLC/NY New York, NY 2/12/2026
Capital CS Group, LLC Irvine, CA 1/9/2026
Capital Developers, LLC Greenville, NC 1/30/2026
Capital Directions Investment Advisors, LLC 2/1/2023
CAPITAL FINANCIAL GROUP INC\CO\ /ADV Greenwood Village, CO 2/17/2026
Capital Financial Services, LLC 1/23/2023
CAPITAL FUND MANAGEMENT S.A. Paris, I0 2/17/2026
Capital Group Investment Management Pte. Ltd. Raffles Quay, U0 2/11/2026
Capital Group Private Client Services, Inc. Los Angeles, CA 2/11/2026
CAPITAL GROWTH MANAGEMENT LP 11/14/2022
CAPITAL GUARDIAN TRUST CO 8/14/2019
Capital Impact Advisors, LLC Boston, MA 2/17/2026
Capital Innovations LLC Waukesha, WI 2/10/2026
CAPITAL INSIGHT PARTNERS, LLC Scottsdale, AZ 2/17/2026
Capital International Investors Los Angeles, CA 2/11/2026
CAPITAL INTERNATIONAL LTD /CA/ Los Angeles, CA 2/11/2026
Capital International Sarl Los Angeles, CA 2/11/2026
Capital International, Inc./CA/ Los Angeles, CA 2/11/2026
Capital Investment Advisors, LLC Atlanta, GA 1/13/2026
Capital Investment Advisory Services, LLC Raleigh, NC 1/21/2026
Capital Investment Counsel, Inc Raleigh, NC 1/23/2026
Capital Investment Counsel, LLC Denver, CO 2/2/2026
Capital Investment Management, Inc. Lees Summit, MO 4/10/2026
Capital Investment Services of America, Inc. Milwaukee, WI 1/29/2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ New York, NY 2/9/2026
Capital Management Associates, Inc Minneapolis, MN 1/21/2026
CAPITAL MANAGEMENT CORP /VA Glen Allen, VA 2/2/2026