Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Catterton Management Company, L.L.C. Greenwich, CT 7/21/2026
Cauble & Harre Wealth Management, Inc. Saint Louis, MO 8/11/2026
CAUSEWAY CAPITAL MANAGEMENT LLC Los Angeles, CA 8/13/2026
Causey Wealth LLC Greenwood Village, CO 8/11/2026
Cavalane Holdings Pty Ltd 11/16/2015
Cavalier Investments, LLC Alpharetta, GA 8/14/2026
Cavalry Management Group, LLC 11/14/2024
CAXTON ASSOCIATES LLP London, X0 8/14/2026
CAXTON ASSOCIATES LP 2/14/2025
CAXTON CORP Princeton, NJ 8/13/2026
Caymus Capital Partners, L.P. 11/16/2020
CAZ INVESTMENTS LP Houston, TX 8/13/2026
CBIZ Investment Advisory Services, LLC Independence, OH 8/13/2026
CBM Financial, LLC Austin, TX 8/10/2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC Radnor, PA 8/14/2026
CCG WEALTH MANAGEMENT, LLC San Diego, CA 8/7/2026
CCLA Investment Management London, X0 1/22/2026
CCM INVESTMENT ADVISERS LLC Columbia, SC 8/12/2026
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 8/13/2026
CDC Financial, Inc. Chicago, IL 8/14/2026
CDKV HOLDINGS LLC Denver, CO 7/30/2026
CDM FINANCIAL COUNSELING SERVICES, INC. Norwich, CT 7/14/2026
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 7/2/2026
Cedar Point Capital Partners, LLC Cedar Rapids, IA 7/27/2026
CEDAR ROCK CAPITAL LTD 5/16/2022
Cedar Wealth Management, LLC La Jolla, CA 8/12/2026
Cedarwood Wealth LLC Highlands Ranch, CO 7/23/2026
Cederberg Capital Ltd London, X0 8/14/2026
CEDRUS LLC 10/18/2024
Cedrus Wealth Group LLC Andover, MN 7/30/2026
CEERA INVESTMENTS, LLC Bellaire, TX 8/5/2026
Ceeto Capital Group, LLC Coral Gables, FL 8/14/2026
Centaur Capital Partners, L.P. 11/14/2018
Centaurus Capital LP 11/14/2014
CENTAURUS FINANCIAL, INC. Anaheim, CA 8/17/2026
Centennial Advisors, LLC Austin, TX 7/27/2026
Centennial Bank/AR/ Conway, AR 8/10/2026
Centennial Wealth Advisory LLC Traverse City, MI 7/13/2026
Centenus Global Management, LP 9/11/2020
Center Coast Capital Advisors, LP 2/2/2018
Center For Asset Management LLC Palm Beach Gardens, FL 7/27/2026
Center for Financial Planning, Inc. Southfied, MI 7/21/2026
Center for Wealth Management Advisory Milford, OH 8/14/2026
Center Lake Capital Management, LLC 11/14/2024
CenterBook Partners LP Greenwich, CT 8/11/2026
Centerbridge Partners, L.P. New York, NY 8/14/2026
Centered Wealth LLC dba Miller Equity Capital Advisors 4/29/2025
Centerline Investment Partners, LP 10/28/2014
Centerline Wealth Advisors, LLC Louisville, KY 7/17/2026
Centerpoint Advisors, LLC Needham, MA 8/5/2026
Centerpoint Advisory Group Overland Park, KS 7/29/2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC Conshohocken, PA 8/7/2026
CenterStar Asset Management, LLC Chicago, IL 8/5/2026
CenterStar Fund, LLC 1/23/2017
Centerstone Investors, LLC New York, NY 1/30/2026
Centerview Capital GP LLC 11/14/2016
Centiva Capital, LP New York, NY 8/13/2026
Central Asset Investments & Management Holdings (HK) Ltd Hong Kong, K3 8/10/2026
CENTRAL BANK & TRUST CO Lexington, KY 7/17/2026
CENTRAL BANK OF BRAZIL Brasilia Df, D5 8/11/2026
Central Pacific Bank - Trust Division Honolulu, HI 7/7/2026
CENTRAL SECURITIES CORP New York, NY 8/10/2026
Central Square Management LLC 11/14/2016
CENTRAL TRUST Co Jefferson City, MO 7/31/2026
CENTRAL VALLEY ADVISORS, LLC Sacramento, CA 7/21/2026
Centre Asset Management, LLC 4/1/2025
Centric Wealth Management Chicago, IL 8/6/2026
CENTRICA WEALTH MANAGEMENT, LLC Miami, FL 8/13/2026
Centricity Wealth Management, LLC 7/18/2025
Centurion Wealth Management LLC Mclean, VA 7/9/2026
Century Capital Management, LLC 8/10/2017
CenturyLink Investment Management Co Denver, CO 7/6/2026
Cephei Capital Management (Hong Kong) Ltd 11/8/2023
Cerberus Capital Management, L.P. New York, NY 8/14/2026
Cercano Management LLC Bellevue, WA 8/13/2026
Cerebellum GP, LLC 10/21/2020
Ceredex Value Advisors LLC Winter Park, FL 8/11/2026
Cerity Partners LLC New York, NY 8/14/2026
Cerity Partners OCIO LLC New York, NY 8/14/2026
Cerity Partners Retirement Plan Advisors LLC New York, NY 8/14/2026
Ceros Financial Services Inc. 5/3/2019
Cerrano Capital Management LP 2/14/2019
Cerro Pacific Wealth Advisors LLC San Luis Obispo, CA 7/15/2026
Certares Management LLC 11/10/2025
Certares Opportunities LLC 3/2/2022
Certified Advisory Corp Altamonte Springs, FL 7/16/2026
CERTIOR FINANCIAL GROUP, LLC King Of Prussia, PA 7/20/2026
CERTUITY, LLC North Palm Beach, FL 7/28/2026
Certus Wealth Management, LLC 11/7/2025
Ceskoslovenska Obchodni Banka a.s. 10/28/2020
Cetera Advisor Networks LLC 5/24/2024
Cetera Advisors LLC 5/24/2024
Cetera Investment Advisers Schaumburg, IL 8/12/2026
CETERA INVESTMENT MANAGEMENT LLC 2/8/2018
Cetera Trust Company, N.A St. Paul, MN 8/13/2026
Cevian Capital II GP LTD St. Helier, Y9 8/14/2026
CFC Planning Co LLC Cicero, IN 8/5/2026
CFG Wealth Management Services, Inc. Indianapolis, XX 7/15/2026
CFM WEALTH PARTNERS LLC Austin, TX 8/7/2026
CFO CAPITAL MANAGEMENT LLC Fairfield, CT 5/4/2026
CFO4Life Group, LLC Coppell, TX 8/12/2026
CFO4Life, L.P. 1/11/2023
CFS Investment Advisory Services, LLC Totowa, NJ 7/16/2026
CFS, LLC 11/14/2016
CG Asset Management LLC 2/10/2017
CGC Financial Services, LLC Lake Oswego, OR 7/13/2026
CGM TRUST 11/12/2020
CGN Advisors LLC Manhattan, KS 7/6/2026
CGOV Asset Management 4/10/2018
CHAI TRUST CO LLC Chicago, IL 8/14/2026
Challenger Wealth Management Aliso Viejo, CA 7/29/2026
Champlain Investment Partners, LLC Burlington, VT 8/12/2026
Chan Zuckerberg Initiative, LLC Redwood City, CA 8/14/2026
Chancellor Financial Group WB LP Wilkes Barre, PA 8/10/2026
Chandler Asset Management, Inc. San Diego, CA 8/7/2026
Chaney Capital Management, Inc. Lynnwood, WA 8/12/2026
CHANNEL WEALTH LLC Santa Barbara, CA 8/4/2026
Channing Capital Management, LLC Chicago, IL 7/29/2026
CHANNING GLOBAL ADVISORS, LLC Miami, FL 7/28/2026
Chanos & Co LP 11/14/2023
CHAPIN DAVIS, INC. Baltimore, MD 7/7/2026
CHAPMAN FINANCIAL GROUP, LLC Kailua, HI 8/5/2026
Chapman Investment Management, LLC San Anselmo, CA 7/22/2026
Chapter IV Investors, LLC 7/2/2018
Chapwood Capital Investment Management, LLC 1/21/2020
Charis Legacy Partners, LLC Bryan, TX 7/9/2026
CHARLEMAGNE CAPITAL LTD 5/15/2017
Charles Carroll Financial Partners, LLC 2/6/2024
Charles River XIII GP, LLC 7/29/2015
Charles Schwab Investment Advisory, Inc. 2/6/2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC San Francisco, CA 8/14/2026
Charles Schwab Trust Bank Henderson, NV 8/7/2026
Charles Schwab Trust Co Henderson, NV 7/10/2026
CHARLES STEWART MOTT FOUNDATION 10/27/2016
Charles-Lim Capital Ltd Central, K3 8/12/2026
Charter Bridge Capital Management, L.P. 7/15/2015
Charter Capital Management, LLC\DE Brookfield, WI 7/24/2026
Charter Oak Advisors LP New York City, NY 8/13/2026
Charter Oak Capital Management, LLC Portsmouth, NH 4/24/2026
Charter Oak Partners Management, L.P. 11/13/2014
CHARTER RESEARCH & INVESTMENT GROUP, INC. Southport, CT 8/13/2026
CHARTIST INC /CA/ Seal Beach, CA 8/14/2026
CHARTWELL INVESTMENT PARTNERS, LLC 11/4/2024
CHARTWELL INVESTMENT PARTNERS/PA Berwyn, PA 5/20/2014
CHASE INVESTMENT COUNSEL CORP Charlottesville, VA 8/6/2026
Chatham Asset Management, LLC 11/14/2023
CHATHAM CAPITAL GROUP, INC. Savannah, GA 7/10/2026
Chatterton & Associates Inc. Anaheim, CA 7/14/2026
Chautauqua Capital Management 1/22/2016
CHB Investment Group, LLC 7/15/2025
Checchi Capital Advisers, LLC Beverly Hills, CA 8/4/2026
CHECK CAPITAL MANAGEMENT INC/CA Costa Mesa, CA 8/5/2026
Checkpoint Capital L.P. San Francisco, CA 8/14/2026
CHELSEA COUNSEL CO Woodland Hills, CA 8/11/2026
CHEMICAL BANK 7/25/2019
Chemistry Wealth Management LLC New York, NY 7/9/2026
CHEMUNG CANAL TRUST CO Elmira, NY 7/15/2026
Cherokee Insurance Co Sterling Heights, MI 8/3/2026
Cherry Creek Investment Advisors, Inc. Englewood, CO 7/30/2026
Cherry Tree Wealth Management, LLC Minnetonka, MN 5/5/2026
CHERRYDALE WEALTH MANAGEMENT, LLC Hoboken, NJ 7/13/2026
CHESAPEAKE ASSET MANAGEMENT LLC New York, NY 8/4/2026
CHESAPEAKE CAPITAL CORP /IL/ Tampa, FL 7/29/2026
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD 8/15/2016
Chesapeake Wealth Management Williamsburg, VA 8/13/2026
Chescapmanager LLC Baltimore, MD 8/14/2026
Chesley Taft & Associates LLC Chicago, IL 7/8/2026
Chessman Wealth Strategies RIA 1/17/2020
Cheviot Value Management, LLC Beverly Hills, CA 8/6/2026
CHEVRON CORP Houston, TX 8/13/2026
Chevy Chase Trust Holdings, LLC Bethesda, MD 8/14/2026
Cheyne Capital Management (UK) LLP 2/12/2024
CHI Advisors LLC 11/13/2023
Chicago Capital Management, LLC Chicago, IL 7/22/2026
Chicago Capital, LLC Chicago, IL 7/27/2026
CHICAGO EQUITY PARTNERS LLC 5/6/2020
Chicago Partners Investment Group LLC Chicago, IL 7/29/2026
CHICAGO TRUST Co NA Grayslake, IL 7/16/2026
Chicago Wealth Management, Inc. Chicago, IL 8/11/2026
CHICKASAW CAPITAL MANAGEMENT LLC Memphis, TN 7/13/2026
Chico Wealth RIA Chico, CA 8/13/2026
Chieftain Capital Management, Inc. New York, NY 8/13/2026
Children's Medical Center Corp Boston, MA 8/14/2026
Childrens Investment Fund Management (UK) LLP 11/14/2016
CHILDRESS CAPITAL ADVISORS, LLC Houston, TX 7/27/2026
CHILTON CAPITAL MANAGEMENT LLC Houston, TX 8/4/2026
CHILTON INVESTMENT CO INC. Stamford, CT 8/14/2026
Chimera Capital Management LLC 5/15/2023
China Universal Asset Management Co., Ltd. Shanghai, F4 7/24/2026
China-UAE Investment Cooperation Fund, L.P. George Town, E9 7/20/2026
Chinook Capital Management Lake Oswego, OR 1/27/2014
CHIRON CAPITAL MANAGEMENT, LLC Tallahassee, FL 7/21/2026
Chiron Investment Management, LLC 2/13/2025
Choate Investment Advisors Boston, MA 8/11/2026