Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Bryce Point Capital, LLC 11/6/2025
BRYN MAWR CAPITAL MANAGEMENT INC 2/11/2016
Bryn Mawr Trust Advisors, LLC Philadelphia, PA 8/3/2026
BSN Capital Partners Ltd London, X0 8/12/2026
BSW Wealth Partners Boulder, CO 7/15/2026
BT Wealth Management LLC 7/26/2022
BTC Capital Management, Inc. Des Moines, IA 7/16/2026
BTG Pactual Asset Management S.A. DTVM 2/12/2016
BTG Pactual Asset Management US LLC New York, NY 8/14/2026
BTG Pactual Global Asset Management Ltd 5/15/2024
BTR CAPITAL MANAGEMENT INC 10/12/2022
BTS Asset Management, Inc. Lincoln, MA 8/14/2026
Buck Wealth Strategies, LLC Denver, CO 7/30/2026
Bucket List Wealth Management, LLC The Villages, FL 7/16/2026
BUCKHEAD CAPITAL MANAGEMENT LLC Atlanta, GA 8/6/2026
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 8/7/2026
Buckley Capital Advisors, LLC Miami Beach, FL 8/11/2026
Buckley Wealth Management, LLC Las Vegas, NV 8/7/2026
BUFFALO BUSINESS & ESTATE SERVICES LTD Orchard Park, NY 7/23/2026
Buffington Mohr McNeal 4/28/2025
BUILDER INVESTMENT GROUP INC /ADV Atlanta, GA 7/17/2026
Builders Union Fund LP 8/20/2021
Builders Union LLP 4/3/2023
Builders Vision, LLC Chicago, IL 8/13/2026
Bull Harbor Capital LLC Bethesda, MD 8/10/2026
Bull Oak Capital, LLC Rancho Santa Fe, CA 8/10/2026
Bull Street Advisors, LLC Savannah, GA 7/28/2026
Bulldog Investors, LLP Saddle Brook, NJ 8/14/2026
Bullfrog Capital GP, Ltd. 11/14/2023
Bullish George Town, E9 8/19/2026
Bullock Wealth Management Group Bloomington, IN 8/19/2026
Bullseye Asset Management LLC Denver, CO 8/12/2026
Bullseye Investment Management, LLC Cincinnati, OH 2/2/2026
Bulltick Wealth Management, LLC Miami, FL 7/30/2026
Bulwark Capital Corp Fernandina Beach, FL 7/6/2026
Burda Gesellschaft mit beschrankter Haftung 10/16/2019
Burford Brothers, Inc. Dallas, TX 7/28/2026
Burford Capital Investment Management LLC 11/13/2020
Burgundy Asset Management Ltd. 11/12/2025
Burk Holdings LLC Tulsa, OK 8/12/2026
BURKE & HERBERT BANK & TRUST CO Alexandria, VA 8/7/2026
Burkehill Global Management, LP New York, NY 8/14/2026
Burkett Asset Management Ltd Victoria, A1 7/28/2026
BURKETT FINANCIAL SERVICES, LLC Rock Hill, SC 7/2/2026
Burleson & Company, LLC 1/31/2023
BURLING WEALTH PARTNERS, LLC Chicago, IL 8/4/2026
BURNEY CO/ Reston, VA 7/14/2026
Burnham & Co LLC Grand Rapids, MI 8/11/2026
BURNHAM ASSET MANAGEMENT CORP /NY/ 8/12/2016
BURNS J W & CO INC/NY Dewitt, NY 7/15/2026
Burns Matteson Capital Management, LLC Corning, NY 7/17/2026
BURR FINANCIAL SERVICES, LLC Sparks, NV 8/10/2026
Burrage Capital Management LLC 11/15/2021
Burren Capital Advisors Ltd 11/12/2025
BURRUS FINANCIAL SERVICES, INC. Salt Lake City, UT 7/20/2026
Burt Wealth Advisors 11/5/2025
Burton Enright Welch Walnut Creek, CA 7/17/2026
Busey Bank Urbana, IL 8/13/2026
BUSH INVESTMENT GROUP, LLC Valdosta, GA 8/3/2026
BUSH ODONNELL INVESTMENT ADVISORS INC 10/30/2018
Buska Wealth Management, LLC Wausau, WI 7/10/2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC Ponte Vedra Beach, FL 7/10/2026
Buttonwood Financial Advisors Inc. Baltimore, MD 7/13/2026
Buttonwood Financial Group, LLC Kansas City, MO 7/30/2026
BVF INC/IL San Francisco, CA 8/14/2026
BW Gestao de Investimentos Ltda. Sao Paulo, D5 8/14/2026
BWCP, LP Dallas, TX 8/14/2026
BWM Planning, LLC The Woodlands, TX 7/23/2026
BXM Wealth LLC Englewood, CO 7/24/2026
Byrne Asset Management LLC Kingston, NJ 7/7/2026
BYRNE FINANCIAL FREEDOM, LLC Franklin, MA 7/30/2026
C M BIDWELL & ASSOCIATES LTD Honolulu, HI 8/11/2026
C Partners Holding GmbH Zurich, V8 8/14/2026
C V STARR & CO INC New York, NY 8/11/2026
C WorldWide Group Holding A/S Copenhagen, G7 8/4/2026
C-J Advisory, Inc. 10/13/2021
C.V. Starr & Co., Inc. Trust 11/14/2023
C2C Wealth Management, LLC Scottsdale, AZ 7/9/2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Westlake, OH 7/20/2026
CA Family Wealth, LLC 5/19/2020
CAAS CAPITAL MANAGEMENT LP 5/1/2025
CABANA LLC Fayetteville, AR 7/10/2026
Cable Car Capital, LP San Francisco, CA 8/14/2026
Cable Hill Partners, LLC 5/2/2025
CABOT WEALTH MANAGEMENT INC Beverly, MA 7/31/2026
Cabot-Wellington, LLC Boston, MA 7/15/2026
Cache Advisors, LLC San Francisco, CA 7/14/2026
CacheTech Inc. Logan, UT 8/11/2026
CACTI ASSET MANAGEMENT LLC Atlanta, GA 7/1/2026
CADEN CAPITAL PARTNERS, LP Santa Monica, CA 8/14/2026
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 8/12/2026
Cadent Capital Advisors, LLC Tulsa, OK 7/13/2026
Cadia Private Client LLC Parsippany, NJ 8/11/2026
CADIAN CAPITAL MANAGEMENT, LP New York, NY 8/14/2026
CADINHA & CO LLC Honolulu, HI 7/28/2026
Caerus Global Investors LLC 11/16/2015
Caerus Investment Advisors, LLC West Lake Hills, TX 8/14/2026
CAERUS INVESTORS, LLC 8/14/2019
CAHABA WEALTH MANAGEMENT, INC. Atlanta, GA 7/31/2026
CAHILL FINANCIAL ADVISORS INC Edina, MN 8/11/2026
Cahill Wealth Management, LLC 5/12/2025
Cai Capital Management, Inc. 11/14/2014
Cairn Investment Group, Inc. Vancouver, WA 7/28/2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Montreal, A8 8/14/2026
CAISSE DES DEPOTS ET CONSIGNATIONS Paris, I0 7/24/2026
Caitlin John, LLC Brighton, MI 8/17/2026
Caitong International Asset Management Co., Ltd Hong Kong, K3 8/4/2026
Calamos Advisors LLC Naperville, IL 7/31/2026
Calamos Wealth Management LLC Naperville, IL 7/31/2026
Calder Financial LLC Downingtown, PA 7/7/2026
Caldera Capital, LLC 5/14/2020
CALDWELL & ORKIN INC 11/7/2017
Caldwell Investment Management Ltd. Toronto, A6 8/11/2026
CALDWELL SUTTER CAPITAL, INC. Sausalito, CA 8/5/2026
Caldwell Trust Co Venice, FL 8/3/2026
Caledonia (Private) Investments Pty Ltd Sydney Nsw, C3 8/14/2026
CALEDONIA INVESTMENTS PLC London England, X0 7/17/2026
CALIBER WEALTH MANAGEMENT, LLC 4/25/2024
CALIBER WEALTH MANAGEMENT, LLC / KS Overland Park, KS 7/22/2026
CALIFORNIA FIRST LEASING CORP Newport Beach, CA 8/19/2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Sacramento, CA 8/14/2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM West Sacramento, CA 5/15/2026
Caligan Partners LP New York, NY 8/14/2026
Calixto Global Investors, LP 2/14/2025
Call To Action Foundation Salt Lake City, UT 8/6/2026
Callahan Advisors, LLC Houston, TX 8/3/2026
Callan Capital, LLC 4/29/2025
Callan Family Office, LLC Radnor, PA 8/11/2026
Callodine Capital Management, LP Boston, MA 8/14/2026
CALTON & ASSOCIATES, INC. Tampa, FL 8/10/2026
Calvert Investment Management, Inc. 10/26/2017
Calydon Capital Memphis, TN 8/14/2026
Calypso Capital Management, LP 2/6/2015
Camarda Financial Advisors, LLC Fleming Island, FL 8/14/2026
Camber Capital Management LP 8/14/2025
CAMBIAR INVESTORS LLC Denver, CO 7/31/2026
CAMBIENT FAMILY OFFICE, LLC Ada, MI 8/13/2026
Cambria Investment Management, L.P. Manhattan Beach, CA 8/14/2026
Cambrian Capital Limited Partnership 2/14/2020
Cambridge Advisors Inc. Omaha, NE 7/16/2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston, MA 8/14/2026
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV 11/12/2015
CAMBRIDGE CAPITAL MANAGEMENT, LLC O'fallon, IL 7/30/2026
Cambridge Financial Group, Inc. Columbus, OH 8/14/2026
Cambridge Financial Group, LLC Tucson, AZ 7/14/2026
Cambridge Investment Research Advisors, Inc. Fairfield, IA 7/30/2026
CAMBRIDGE TRUST CO 5/30/2024
CAMDEN ASSET MANAGEMENT L P /CA Los Angeles, CA 8/12/2026
CAMDEN NATIONAL BANK Camden, ME 7/31/2026
CAMDEN NATIONAL CORP 8/4/2021
Camelot Capital Partners, LLC 8/14/2025
Camelot Portfolios, LLC Maumee, OH 7/17/2026
CAMELOT TECHNOLOGY ADVISORS, INC. San Francisco, CA 7/10/2026
CAMG Solamere Management, LLC 11/12/2021
Campbell & CO Investment Adviser LLC Baltimore, MD 8/3/2026
CAMPBELL CAPITAL MANAGEMENT INC Miami, FL 7/21/2026
Campbell Deegan Wealth Management, LLC Richmond, VA 8/4/2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC Milwaukee, WI 7/21/2026
Campbell Wealth Management 1/30/2025
Campion Asset Management Fairfax, VA 7/28/2026
Camrose Capital Investment Partners LLP London, X0 8/14/2026
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 7/20/2026
CANADA LIFE ASSURANCE Co Winnipeg, A2 8/13/2026
CANADA PENSION PLAN INVESTMENT BOARD Toronto Ontario, A6 8/14/2026
Canada Post Corp Registered Pension Plan Toronto, Z4 7/15/2026
Canal Capital Management, LLC Richmond, VA 7/28/2026
Canal Insurance CO Greenville, SC 7/21/2026
CANANDAIGUA NATIONAL BANK & TRUST CO Canandaigua, NY 7/7/2026
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 8/14/2026
Cander Asset Management LP New York, NY 8/14/2026
Candlestick Capital Management LP Greenwich, CT 2/12/2026
Candlewood Investment Group, LP 11/14/2018
Candriam S.C.A. Strassen, N4 8/13/2026
Cane Capital Partners, LLC St Francisville, LA 8/5/2026
CANERECTOR INC Toronto, A6 8/7/2026
Cannae Holdings, Inc. Las Vegas, NV 7/13/2026
Cannell & Co. 2/5/2024
Cannell & Spears LLC New York, NY 8/11/2026
CANNELL CAPITAL LLC Alta, WY 8/18/2026
Cannon Advisors, Inc. Charlotte, NC 7/15/2026
Cannon Capital Management, Inc. Salt Lake City, UT 8/11/2026
Cannon Financial Strategists, Inc. Athens, GA 8/7/2026
Cannon Global Investment Management, LLC Davie, FL 7/30/2026
Cannon Wealth Management Services, LLC Winston Salem, NC 8/11/2026
Canoe Financial LP Calgary, A0 7/16/2026
Canopy Partners, LLC Cincinnati, OH 7/22/2026
Cantab Capital Partners LLP 11/14/2017
CANTILLON CAPITAL MANAGEMENT LLC New York, NY 7/29/2026