Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Canton Hathaway, LLC Providence, RI 8/5/2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. New York, NY 7/24/2026
CANTOR FITZGERALD, L. P. New York, NY 8/19/2026
Canvas GP 1, L.L.C. 2/11/2022
Canvas Wealth Advisors, LLC Shawnee, KS 7/10/2026
CANYON CAPITAL ADVISORS LLC Dallas, TX 8/14/2026
CAP Partners, LLC Franklin, TN 7/30/2026
Capasso Planning Partners LLC Charleston, SC 8/18/2026
Capco Asset Management, LLC Tampa, FL 8/5/2026
Cape Ann Asset Management Ltd London, X0 8/11/2026
CAPE ANN SAVINGS BANK Gloucester, MA 8/4/2026
CAPE COD FIVE CENTS SAVINGS BANK Hyannis, MA 8/14/2026
Cape Investment Advisory, Inc. Mcdonough, GA 7/23/2026
Capelight Capital Asset Management LP New York, NY 7/14/2026
CAPITAL & PLANNING, LLC Jonesboro, GA 5/15/2026
Capital A Wealth Management, LLC 9/26/2025
Capital Advantage, Inc. Walnut Creek, CA 7/13/2026
Capital Advisor Network LLC Lafayette, IN 8/13/2026
CAPITAL ADVISORS INC/OK Tulsa, OK 7/22/2026
Capital Advisors Wealth Management, LLC Yakima, WA 7/23/2026
Capital Advisors, Ltd. LLC Shaker Heights, OH 7/16/2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Phoenix, AZ 8/5/2026
Capital Analysts, LLC Fort Washington, PA 8/5/2026
Capital Asset Advisory Services LLC Williamston, MI 8/14/2026
Capital Asset Managemnet, LLC Denver, CO 7/24/2026
Capital Bank & Trust Co 11/14/2022
CAPITAL CITY TRUST CO/FL Tallahassee, FL 8/4/2026
CAPITAL COUNSEL LLC/NY New York, NY 8/12/2026
Capital CS Group, LLC Irvine, CA 8/12/2026
Capital Developers, LLC Greenville, NC 5/8/2026
Capital Directions Investment Advisors, LLC 2/1/2023
CAPITAL FINANCIAL GROUP INC\CO\ /ADV Littleton, CO 8/6/2026
Capital Financial Services, LLC 1/23/2023
CAPITAL FUND MANAGEMENT S.A. Paris, I0 8/13/2026
Capital Group Investment Management Pte. Ltd. Raffles Quay, U0 8/12/2026
Capital Group Private Client Services, Inc. Los Angeles, CA 8/12/2026
CAPITAL GROWTH MANAGEMENT LP 11/14/2022
CAPITAL GUARDIAN TRUST CO 8/14/2019
Capital Impact Advisors, LLC Boston, MA 8/7/2026
Capital Innovations LLC Waukesha, WI 8/11/2026
CAPITAL INSIGHT PARTNERS, LLC Scottsdale, AZ 4/14/2026
Capital International Investors Los Angeles, CA 8/12/2026
CAPITAL INTERNATIONAL LTD /CA/ Los Angeles, CA 8/12/2026
Capital International Sarl Los Angeles, CA 8/12/2026
Capital International, Inc./CA/ Los Angeles, CA 8/12/2026
Capital Investment Advisors, LLC Atlanta, GA 8/6/2026
Capital Investment Advisory Services, LLC Raleigh, NC 7/23/2026
Capital Investment Counsel, Inc Raleigh, NC 7/27/2026
Capital Investment Counsel, LLC Denver, CO 7/15/2026
Capital Investment Management, Inc. Lees Summit, MO 7/15/2026
Capital Investment Services of America, Inc. Milwaukee, WI 7/22/2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ New York, NY 8/10/2026
Capital Management Associates, Inc Minneapolis, MN 7/22/2026
CAPITAL MANAGEMENT CORP /VA Glen Allen, VA 7/29/2026
Capital Market Strategies LLC 7/2/2025
Capital Markets Trading UK LLP London, X0 8/13/2026
CAPITAL ONE FINANCIAL CORP 4/13/2022
CAPITAL ONE, NATIONAL ASSOCIATION 2/11/2020
Capital Planning Advisors, LLC Roseville, CA 5/14/2026
Capital Planning LLC Bellevue, WA 7/22/2026
Capital Research Global Investors Los Angeles, CA 8/12/2026
Capital Returns Management, LLC 11/16/2020
Capital Square, LLC Athens, TN 8/12/2026
Capital Squared Financial LLC Rockville, MD 7/21/2026
Capital Today Evergreen Fund, L.P. Grand Cayman, E9 8/7/2026
Capital Wealth Alliance, LLC Scottsdale, AZ 7/31/2026
CAPITAL WEALTH MANAGEMENT, LLC W. Warwick, RI 7/9/2026
Capital Wealth Planning, LLC Naples, FL 8/14/2026
Capital World Investors Los Angeles, CA 8/12/2026
Capital Z Partners Management, LLC 11/14/2017
CapitalatWork S.A. Auderghem, C9 8/7/2026
Capitol Family Office, Inc. Beaverton, OR 7/31/2026
Capitolis Advisors LLC 11/13/2023
CAPITOLIS LIQUID GLOBAL MARKETS LLC New York, NY 8/13/2026
Capricorn Fund Managers Ltd London, X0 7/24/2026
Capricorn Investment Group LLC New York, NY 8/14/2026
CAPRIN ASSET MANAGEMENT LLC /ADV 1/24/2023
Caprock Group, LLC Boise, ID 7/27/2026
CAPSTONE ASSET MANAGEMENT CO 7/10/2017
CAPSTONE CAPITAL LLC Henderson, NV 7/21/2026
Capstone Capital Management Ltd Hong Kong, K3 7/20/2026
Capstone Financial Advisors, Inc. Downers Grove, IL 8/14/2026
Capstone Financial Group, Inc. 10/9/2020
Capstone Investment Advisors (Netherlands), B.V. 8/14/2017
CAPSTONE INVESTMENT ADVISORS, LLC New York, NY 8/17/2026
Capstone Wealth Management Group LLC Bend, OR 4/16/2026
Capstone Wealth Management Group, Inc. Bend, OR 7/27/2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC Dunmore, PA 7/30/2026
Capstone Wealth Management, Inc. Billings, MT 8/13/2026
Capstone Wealth Management, LLC Tuscaloosa, AL 7/23/2026
Caption Management, LLC Oklahoma City, OK 8/14/2026
CAPTRUST FINANCIAL ADVISORS Raleigh, NC 8/13/2026
Capula Management Ltd Grand Cayman, E9 8/14/2026
CapWealth Advisors, LLC Franklin, TN 7/28/2026
Carbahal Olsen Financial Services Group, LLC Davis, CA 8/14/2026
CARBONADO CAPITAL 2/14/2019
Cardan Capital Partners, LLC 10/25/2021
Cardano Risk Management B.V. Rotterdam, P7 7/9/2026
CARDEROCK CAPITAL MANAGEMENT INC Chevy Chase, MD 7/7/2026
CARDIFF PARK ADVISORS, LLC San Marcos, CA 8/14/2026
Cardinal Capital Management Raleigh, NC 7/21/2026
CARDINAL CAPITAL MANAGEMENT LLC /CT 11/13/2024
Cardinal Capital Management, Inc. Winnipeg, A2 7/10/2026
Cardinal Point Capital Management ULC Toronto, A6 7/14/2026
Cardinal Point Wealth Management LLC 11/5/2021
Cardinal Point Wealth Management Partners, LLC 6/21/2023
Cardinal Strategic Wealth Guidance Louisville, KY 7/30/2026
CARILLON TOWER ADVISERS, INC. 2/12/2021
CARL DOMINO INC 11/7/2017
Carl P. Sherr & Co., LLC Worcester, MA 7/31/2026
Carlsbad Wealth Advisory Group, Inc. 7/27/2023
Carlson Capital Management 2/10/2025
Carlson Capital, L.P. Dallas, TX 8/12/2026
Carlton Hofferkamp & Jenks Wealth Management, LLC The Woodlands, TX 7/23/2026
Carlyle Group Inc. Washington, DC 8/7/2026
Carmel Capital Management L.L.C. Carmel, CA 7/23/2026
Carmel Capital Partners, LLC San Diego, CA 7/29/2026
Carmenna Advisors LLC Miami Beach, FL 8/14/2026
Carmichael Hill & Associates, Inc. 10/29/2024
Carmignac Gestion Paris, I0 8/13/2026
Carnegie Investment Counsel Pepper Pike, OH 7/30/2026
Carnegie Lake Advisors LLC Princeton, NJ 7/24/2026
CARNEGIE MELLON UNIVERSITY Pittsburgh, PA 8/12/2026
Carnick & Kubik, LLC 5/12/2016
Carolina Energy Hedging Ltd Co 11/5/2014
Carolina Wealth Advisors, LLC Myrtle Beach, SC 7/9/2026
Carolina Wealth Management Inc Greenville, NC 8/11/2026
CAROLINAS WEALTH CONSULTING LLC Charlotte, NC 1/9/2026
Carr Financial Group Corp Worcester, MA 8/6/2026
Carrera Capital Advisors Troy, MI 8/3/2026
CARRET ASSET MANAGEMENT, LLC New York, NY 8/4/2026
Carrhae Capital LLP London, X0 7/15/2026
Carroll Advisory Group, LLC Texarkana, TX 7/23/2026
Carroll Financial Associates, Inc. 1/6/2022
Carroll Investors, Inc Mt Pleasant, SC 8/3/2026
CARRONADE CAPITAL MANAGEMENT, LP Darien, CT 8/14/2026
Carson Advisory Inc. Athens, GA 8/11/2026
CarsonAllaria Wealth Management, Ltd. Glen Carbon, IL 7/28/2026
Cartenna Capital, LP Stamford, CT 8/14/2026
Carter Financial Group, INC. Barrington, IL 7/30/2026
Carter Financial, LLC La Jolla, CA 8/13/2026
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 7/17/2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Richmond, VA 7/17/2026
CAS Investment Partners, LLC Westport, CT 8/14/2026
Casablanca Capital LP 2/11/2016
Cascabel Management LP 11/13/2015
Cascade Financial Partners, LLC San Diego, CA 8/4/2026
Cascade Investment Advisors, Inc. Oregon City, OR 7/15/2026
CASCADE INVESTMENT GROUP, INC. Colorado Springs, CO 7/23/2026
Cascade Wealth Advisors, Inc Wenatchee, WA 8/10/2026
Cascades Capital Asset Management, LLC Greensboro, NC 8/14/2026
Cascadia Advisory Services, LLC 11/12/2021
Casdin Capital, LLC New York, NY 8/14/2026
CASPIAN CAPITAL LP New York, NY 8/14/2026
Cassaday & Co Inc. 3/9/2022
Cassaday & Co Wealth Management LLC Mclean, VA 8/10/2026
Cassady Schiller Wealth Management, LLC 2/10/2025
Cassady Wealth & Retirement Planning, LLC Henderson, NV 7/24/2026
Cassia Capital Partners, LLC Winston Salem, NC 7/30/2026
Cassilly Financial Group LLC Severna Park, MD 7/15/2026
Castalian Partners, LLC 8/12/2025
Castellan Group Louisville, KY 7/23/2026
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 8/14/2026
Castle Ridge Investment Management LP 11/14/2017
Castle Rock Wealth Management, LLC Walnut Creek, CA 7/7/2026
CASTLE WEALTH MANAGEMENT LLC Boynton Beach, FL 7/31/2026
CastleArk Alternatives, LLC 11/18/2022
CASTLEARK MANAGEMENT LLC Chicago, IL 8/14/2026
Castlefield Investment Partners LLP Manchester, X0 8/13/2026
CASTLEKEEP INVESTMENT ADVISORS LLC Westport, CT 8/14/2026
CastleKnight Management LP New York, NY 8/14/2026
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 7/20/2026
CAT ROCK CAPITAL MANAGEMENT LP Greenwich, CT 8/14/2026
Catalina Capital Group, LLC Torrance, CA 4/23/2026
Catalio Capital Management, LP New York, NY 8/14/2026
Catalus Capital Management LLC 2/11/2019
Catalys Pacific, LLC Tokyo, M0 8/5/2026
Catalyst Capital Advisors LLC San Juan, PR 7/24/2026
CATALYST FINANCIAL PARTNERS LLC Boston, MA 7/29/2026
Catalyst Funds Management Pty Ltd Sydney Nsw, C3 8/10/2026
Catalyst Investment Management LLC Windham, NH 8/10/2026
CATALYST PRIVATE WEALTH, LLC San Mateo, CA 7/21/2026
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 7/22/2026
Catherine Avery Investment Management LLC Longboat Key, FL 7/27/2026
CATHY PARETO & ASSOCIATES, INC Coral Gables, FL 7/15/2026