Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Capital Market Strategies LLC 7/2/2025
Capital Markets Trading UK LLP London, X0 2/20/2026
CAPITAL ONE FINANCIAL CORP 4/13/2022
CAPITAL ONE, NATIONAL ASSOCIATION 2/11/2020
Capital Planning Advisors, LLC Roseville, CA 2/17/2026
Capital Planning LLC Bellevue, WA 1/23/2026
Capital Research Global Investors Los Angeles, CA 2/11/2026
Capital Returns Management, LLC 11/16/2020
Capital Square, LLC Athens, TN 2/13/2026
Capital Today Evergreen Fund, L.P. Grand Cayman, E9 2/10/2026
Capital Wealth Alliance, LLC Scottsdale, AZ 2/17/2026
CAPITAL WEALTH MANAGEMENT, LLC W. Warwick, RI 2/2/2026
Capital Wealth Planning, LLC Naples, FL 2/11/2026
Capital World Investors Los Angeles, CA 2/11/2026
Capital Z Partners Management, LLC 11/14/2017
Capitol Family Office, Inc. Beaverton, OR 1/26/2026
Capitolis Advisors LLC 11/13/2023
CAPITOLIS LIQUID GLOBAL MARKETS LLC New York, NY 2/17/2026
Capricorn Fund Managers Ltd London, X0 1/21/2026
Capricorn Investment Group LLC Palo Alto, CA 2/17/2026
CAPRIN ASSET MANAGEMENT LLC /ADV 1/24/2023
Caprock Group, LLC Boise, ID 1/28/2026
CAPSTONE ASSET MANAGEMENT CO 7/10/2017
CAPSTONE CAPITAL LLC Henderson, NV 1/22/2026
Capstone Capital Management Ltd Hong Kong, K3 2/6/2026
Capstone Financial Advisors, Inc. Downers Grove, IL 2/17/2026
Capstone Financial Group, Inc. 10/9/2020
Capstone Investment Advisors (Netherlands), B.V. 8/14/2017
CAPSTONE INVESTMENT ADVISORS, LLC New York, NY 2/17/2026
Capstone Wealth Management Group LLC Bend, OR 1/9/2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC Dunmore, PA 2/13/2026
Capstone Wealth Management, Inc. Billings, MT 2/20/2026
Capstone Wealth Management, LLC Tuscaloosa, AL 1/20/2026
Caption Management, LLC Oklahoma City, OK 2/17/2026
CAPTRUST FINANCIAL ADVISORS Raleigh, NC 2/17/2026
Capula Management Ltd Grand Cayman, E9 2/13/2026
CapWealth Advisors, LLC Franklin, TN 2/6/2026
Carbahal Olsen Financial Services Group, LLC Davis, CA 2/2/2026
CARBONADO CAPITAL 2/14/2019
Cardan Capital Partners, LLC 10/25/2021
Cardano Risk Management B.V. Rotterdam, P7 2/13/2026
CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase, MD 4/10/2026
CARDIFF PARK ADVISORS, LLC San Marcos, CA 2/17/2026
Cardinal Capital Management Raleigh, NC 4/8/2026
CARDINAL CAPITAL MANAGEMENT LLC /CT 11/13/2024
Cardinal Capital Management, Inc. Winnipeg, A2 4/7/2026
Cardinal Point Capital Management ULC Toronto, A6 2/5/2026
Cardinal Point Wealth Management LLC 11/5/2021
Cardinal Point Wealth Management Partners, LLC 6/21/2023
Cardinal Strategic Wealth Guidance Louisville, KY 1/27/2026
CARILLON TOWER ADVISERS, INC. 2/12/2021
CARL DOMINO INC 11/7/2017
Carl P. Sherr & Co., LLC Worcester, MA 2/9/2026
CARL STUART INVESTMENT ADVISOR, INC Austin, TX 2/13/2026
Carlsbad Wealth Advisory Group, Inc. 7/27/2023
Carlson Capital Management 2/10/2025
Carlson Capital, L.P. Dallas, TX 2/3/2026
Carlton Hofferkamp & Jenks Wealth Management, LLC The Woodlands, TX 1/22/2026
Carlyle Group Inc. Washington, DC 2/13/2026
Carmel Capital Management L.L.C. Carmel, CA 1/28/2026
Carmel Capital Partners, LLC San Diego, CA 1/29/2026
Carmenna Advisors LLC Miami Beach, FL 2/17/2026
Carmichael Hill & Associates, Inc. 10/29/2024
Carmignac Gestion Paris, I0 2/13/2026
Carnegie Investment Counsel Pepper Pike, OH 1/23/2026
Carnegie Lake Advisors LLC Princeton, NJ 2/10/2026
CARNEGIE MELLON UNIVERSITY Pittsburgh, PA 1/28/2026
Carnick & Kubik, LLC 5/12/2016
Carolina Energy Hedging Ltd Co 11/5/2014
Carolina Wealth Advisors, LLC Myrtle Beach, SC 4/7/2026
CAROLINAS WEALTH CONSULTING LLC Charlotte, NC 1/9/2026
Carr Financial Group Corp Worcester, MA 1/9/2026
Carrera Capital Advisors Troy, MI 1/30/2026
CARRET ASSET MANAGEMENT, LLC New York, NY 2/17/2026
Carrhae Capital LLP London, X0 2/6/2026
Carroll Advisory Group, LLC Texarkana, TX 2/9/2026
Carroll Financial Associates, Inc. 1/6/2022
Carroll Investors, Inc Mt Pleasant, SC 2/13/2026
CARRONADE CAPITAL MANAGEMENT, LP Darien, CT 2/13/2026
Carson Advisory Inc. Athens, GA 2/12/2026
CarsonAllaria Wealth Management, Ltd. Glen Carbon, IL 1/22/2026
Cartenna Capital, LP Stamford, CT 2/17/2026
Carter Financial Group, INC. Barrington, IL 2/13/2026
Carter Financial, LLC La Jolla, CA 3/17/2026
Cartica Management, LLC 5/12/2023
Carve CapitalAB 1/29/2021
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10/30/2024
CARY STREET PARTNERS FINANCIAL LLC Richmond, VA 2/9/2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Richmond, VA 2/9/2026
CAS Investment Partners, LLC Westport, CT 2/17/2026
Casablanca Capital LP 2/11/2016
Cascabel Management LP 11/13/2015
Cascade Financial Partners, LLC San Diego, CA 2/6/2026
Cascade Investment Advisors, Inc. Oregon City, OR 1/14/2026
CASCADE INVESTMENT GROUP, INC. Colorado Springs, CO 1/22/2026
Cascade Wealth Advisors, Inc Wenatchee, WA 2/4/2026
Cascades Capital Asset Management, LLC Greensboro, NC 2/4/2026
Cascadia Advisory Services, LLC 11/12/2021
Casdin Capital, LLC New York, NY 2/17/2026
CASPIAN CAPITAL LP New York, NY 2/17/2026
Cassaday & Co Inc. 3/9/2022
Cassaday & Co Wealth Management LLC Mclean, VA 2/3/2026
Cassady Schiller Wealth Management, LLC 2/10/2025
Cassady Wealth & Retirement Planning, LLC Henderson, NV 4/2/2026
Cassia Capital Partners, LLC Winston Salem, NC 1/16/2026
Cassilly Financial Group LLC Severna Park, MD 4/10/2026
Castalian Partners, LLC 8/12/2025
Castellan Group Louisville, KY 1/23/2026
CASTINE CAPITAL MANAGEMENT, LLC 11/12/2020
Castle Creek Arbitrage, LLC 1/18/2024
CASTLE CREEK CAPITAL PARTNERS IV, LP 10/8/2020
Castle Creek Capital Partners VI, LP 11/5/2025
Castle Financial & Retirement Planning Associates, Inc. 2/14/2022
Castle Hook Partners LP New York, NY 2/17/2026
Castle Ridge Investment Management LP 11/14/2017
Castle Rock Wealth Management, LLC Walnut Creek, CA 4/8/2026
CASTLE WEALTH MANAGEMENT LLC Boynton Beach, FL 1/22/2026
CastleArk Alternatives, LLC 11/18/2022
CASTLEARK MANAGEMENT LLC Chicago, IL 2/13/2026
Castlefield Investment Partners LLP Manchester, X0 4/8/2026
CASTLEKEEP INVESTMENT ADVISORS LLC Westport, CT 2/10/2026
CastleKnight Management LP New York, NY 2/17/2026
CASTLELAKE L.P. 11/15/2021
CASTLEROCK ASSET MANAGEMENT INC 11/14/2014
Castleton Investment Management LLC 11/13/2020
Castleview Partners, LLC Dallas, TX 1/12/2026
CAT ROCK CAPITAL MANAGEMENT LP Greenwich, CT 2/18/2026
Catalina Capital Group, LLC Torrance, CA 1/16/2026
Catalio Capital Management, LP New York, NY 2/17/2026
Catalus Capital Management LLC 2/11/2019
Catalys Pacific, LLC Tokyo, M0 2/10/2026
Catalyst Capital Advisors LLC San Juan, PR 2/10/2026
CATALYST FINANCIAL PARTNERS LLC Boston, MA 2/4/2026
Catalyst Funds Management Pty Ltd Sydney Nsw, C3 2/9/2026
Catalyst Investment Management LLC Windham, NH 2/20/2026
CATALYST PRIVATE WEALTH, LLC San Mateo, CA 1/14/2026
Catalyst Wealth Management, LLC 4/11/2023
Catamount Wealth Management 5/3/2019
CATAPULT CAPITAL MANAGEMENT LLC 11/16/2015
CATAWBA CAPITAL MANAGEMENT /VA 7/11/2018
Catawba River Capital Lake Wylie, SC 2/5/2026
Catherine Avery Investment Management LLC Longboat Key, FL 1/5/2026
CATHY PARETO & ASSOCIATES, INC Coral Gables, FL 1/23/2026
Catterton Management Company, L.L.C. Greenwich, CT 4/8/2026
Cauble & Harre Wealth Management, Inc. Saint Louis, MO 2/5/2026
CAUSEWAY CAPITAL MANAGEMENT LLC Los Angeles, CA 2/13/2026
Cavalane Holdings Pty Ltd 11/16/2015
Cavalier Investments, LLC Alpharetta, GA 2/13/2026
Cavalry Management Group, LLC 11/14/2024
CAXTON ASSOCIATES LLP London, X0 2/13/2026
CAXTON ASSOCIATES LP 2/14/2025
CAXTON CORP Princeton, NJ 2/13/2026
Caymus Capital Partners, L.P. 11/16/2020
CAZ INVESTMENTS LP Houston, TX 2/10/2026
CBIZ Investment Advisory Services, LLC Independence, OH 2/9/2026
CBM Financial, LLC Austin, TX 2/19/2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Radnor, PA 2/10/2026
CCG WEALTH MANAGEMENT, LLC San Diego, CA 4/8/2026
CCLA Investment Management London, X0 1/22/2026
CCM INVESTMENT ADVISERS LLC Columbia, SC 1/12/2026
CCM INVESTMENT GROUP, LLC 5/13/2025
CCMP Capital GP, LLC 11/12/2024
CCMP Capital, LLC 2/11/2016
CDAM (UK) Ltd London, X0 2/13/2026
CDC Financial, Inc. Chicago, IL 2/13/2026
CDKV HOLDINGS LLC Denver, CO 2/17/2026
CDM FINANCIAL COUNSELING SERVICES, INC. Norwich, CT 2/5/2026
Cedar Brook Financial Partners, LLC 10/21/2024
CEDAR CAPITAL, LLC 11/1/2021
CEDAR HILL ASSOCIATES, LLC 2/13/2019
Cedar Mountain Advisors, LLC Lake Oswego, OR 2/11/2026
Cedar Point Capital Partners, LLC Cedar Rapids, IA 2/11/2026
CEDAR ROCK CAPITAL LTD 5/16/2022
Cedar Wealth Management, LLC Walnut Creek, CA 2/6/2026
Cedarwood Wealth LLC Highlands Ranch, CO 3/5/2026
Cederberg Capital Ltd London, X0 2/18/2026
CEDRUS LLC 10/18/2024
CEERA INVESTMENTS, LLC Bellaire, TX 2/9/2026
Ceeto Capital Group, LLC Coral Gables, FL 2/13/2026
Centaur Capital Partners, L.P. 11/14/2018
Centaurus Capital LP 11/14/2014
CENTAURUS FINANCIAL, INC. Anaheim, CA 2/13/2026
Centennial Advisors, LLC Austin, TX 1/22/2026
Centennial Bank/AR/ Conway, AR 2/17/2026
Centennial Wealth Advisory LLC Traverse City, MI 1/14/2026
Centenus Global Management, LP 9/11/2020
Center Coast Capital Advisors, LP 2/2/2018
Center For Asset Management LLC Palm Beach Gardens, FL 1/21/2026
Center for Financial Planning, Inc. Southfied, MI 2/5/2026
Center for Wealth Management Advisory Milford, OH 4/10/2026
Center Lake Capital Management, LLC 11/14/2024
CenterBook Partners LP Greenwich, CT 2/11/2026
Centerbridge Partners, L.P. New York, NY 2/17/2026
Centered Wealth LLC dba Miller Equity Capital Advisors 4/29/2025
Centerline Investment Partners, LP 10/28/2014
Centerline Wealth Advisors, LLC Louisville, KY 1/8/2026
Centerpoint Advisors, LLC Needham, MA 2/13/2026
Centerpoint Advisory Group Overland Park, KS 2/3/2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC Conshohocken, PA 2/12/2026
CenterStar Asset Management, LLC Chicago, IL 1/27/2026