Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
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 2/13/2026
Central Asset Investments & Management Holdings (HK) Ltd Hong Kong, K3 2/5/2026
CENTRAL BANK & TRUST CO Lexington, KY 4/7/2026
CENTRAL BANK OF BRAZIL Brasilia Df, D5 2/9/2026
Central Pacific Bank - Trust Division Honolulu, HI 4/7/2026
CENTRAL SECURITIES CORP New York, NY 2/10/2026
Central Square Management LLC 11/14/2016
CENTRAL TRUST Co Jefferson City, MO 2/2/2026
CENTRAL VALLEY ADVISORS, LLC Sacramento, CA 4/9/2026
Centre Asset Management, LLC 4/1/2025
Centric Wealth Management Chicago, IL 2/4/2026
Centricity Wealth Management, LLC 7/18/2025
Centurion Wealth Management LLC Mclean, VA 1/14/2026
Century Capital Management, LLC 8/10/2017
CenturyLink Investment Management Co Denver, CO 4/7/2026
Cephei Capital Management (Hong Kong) Ltd 11/8/2023
Cerberus Capital Management, L.P. New York, NY 2/17/2026
Cercano Management LLC Bellevue, WA 2/10/2026
Cerebellum GP, LLC 10/21/2020
Ceredex Value Advisors LLC Winter Park, FL 2/13/2026
Cerity Partners LLC New York, NY 2/11/2026
Cerity Partners OCIO LLC New York, NY 2/11/2026
Ceros Financial Services Inc. 5/3/2019
Cerrano Capital Management LP 2/14/2019
Cerro Pacific Wealth Advisors LLC San Luis Obispo, CA 2/2/2026
Certares Management LLC 11/10/2025
Certares Opportunities LLC 3/2/2022
Certified Advisory Corp Altamonte Springs, FL 1/12/2026
CERTIOR FINANCIAL GROUP, LLC King Of Prussia, PA 2/4/2026
CERTUITY, LLC North Palm Beach, FL 1/30/2026
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 2/17/2026
CETERA INVESTMENT MANAGEMENT LLC 2/8/2018
Cetera Trust Company, N.A St. Paul, MN 2/13/2026
Cevian Capital II GP LTD St. Helier, Y9 2/17/2026
CFC Planning Co LLC Cicero, IN 1/30/2026
CFM WEALTH PARTNERS LLC Austin, TX 1/27/2026
CFO CAPITAL MANAGEMENT LLC Fairfield, CT 3/2/2026
CFO4Life Group, LLC Coppell, TX 2/6/2026
CFO4Life, L.P. 1/11/2023
CFS Investment Advisory Services, LLC Totowa, NJ 2/10/2026
CFS, LLC 11/14/2016
CG Asset Management LLC 2/10/2017
CGC Financial Services, LLC Lake Oswego, OR 2/3/2026
CGM TRUST 11/12/2020
CGN Advisors LLC Manhattan, KS 1/5/2026
CGOV Asset Management 4/10/2018
CHAI TRUST CO LLC Chicago, IL 2/17/2026
Challenger Wealth Management Aliso Viejo, CA 2/17/2026
Champlain Investment Partners, LLC Burlington, VT 2/13/2026
Chan Zuckerberg Initiative, LLC Redwood City, CA 2/17/2026
Chancellor Financial Group WB LP Wilkes Barre, PA 2/5/2026
Chandler Asset Management, Inc. San Diego, CA 2/13/2026
Chaney Capital Management, Inc. Lynnwood, WA 1/27/2026
CHANNEL WEALTH LLC Santa Barbara, CA 2/3/2026
Channing Capital Management, LLC Chicago, IL 2/13/2026
CHANNING GLOBAL ADVISORS, LLC Miami, FL 2/10/2026
Chanos & Co LP 11/14/2023
CHAPIN DAVIS, INC. Baltimore, MD 1/30/2026
CHAPMAN FINANCIAL GROUP, LLC Kailua, HI 2/2/2026
Chapman Investment Management, LLC San Anselmo, CA 2/4/2026
Chapter IV Investors, LLC 7/2/2018
Chapwood Capital Investment Management, LLC 1/21/2020
Charis Legacy Partners, LLC Bryan, TX 4/7/2026
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 Lone Tree, CO 2/13/2026
Charles Schwab Trust Bank Henderson, NV 2/13/2026
Charles Schwab Trust Co Henderson, NV 4/10/2026
CHARLES STEWART MOTT FOUNDATION 10/27/2016
Charles-Lim Capital Ltd Central, K3 2/13/2026
Charter Bridge Capital Management, L.P. 7/15/2015
Charter Capital Management, LLC\DE Brookfield, WI 1/22/2026
Charter Oak Advisors LP New York City, NY 2/13/2026
Charter Oak Capital Management, LLC Portsmouth, NH 1/23/2026
Charter Oak Partners Management, L.P. 11/13/2014
CHARTER RESEARCH & INVESTMENT GROUP, INC. Southport, CT 2/10/2026
CHARTIST INC /CA/ Seal Beach, CA 2/10/2026
CHARTWELL INVESTMENT PARTNERS, LLC 11/4/2024
CHARTWELL INVESTMENT PARTNERS/PA Berwyn, PA 5/20/2014
CHASE INVESTMENT COUNSEL CORP Charlottesville, VA 2/5/2026
Chatham Asset Management, LLC 11/14/2023
CHATHAM CAPITAL GROUP, INC. Savannah, GA 1/14/2026
Chatterton & Associates Inc. Anaheim, CA 1/20/2026
Chautauqua Capital Management 1/22/2016
CHB Investment Group, LLC 7/15/2025
Checchi Capital Advisers, LLC Beverly Hills, CA 1/27/2026
CHECK CAPITAL MANAGEMENT INC/CA Costa Mesa, CA 2/6/2026
Checkpoint Capital L.P. San Francisco, CA 2/17/2026
CHELSEA COUNSEL CO Woodland Hills, CA 2/24/2026
CHEMICAL BANK 7/25/2019
Chemistry Wealth Management LLC New York, NY 4/9/2026
CHEMUNG CANAL TRUST CO Elmira, NY 1/14/2026
Cherokee Insurance Co Sterling Heights, MI 1/29/2026
Cherry Creek Investment Advisors, Inc. Englewood, CO 1/15/2026
Cherry Tree Wealth Management, LLC Minnetonka, MN 2/10/2026
CHERRYDALE WEALTH MANAGEMENT, LLC Hoboken, NJ 1/13/2026
CHESAPEAKE ASSET MANAGEMENT LLC New York, NY 1/8/2026
CHESAPEAKE CAPITAL CORP /IL/ Tampa, FL 2/3/2026
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD 8/15/2016
Chesapeake Wealth Management Williamsburg, VA 2/3/2026
Chescapmanager LLC Baltimore, MD 2/13/2026
Chesley Taft & Associates LLC Chicago, IL 1/14/2026
Chessman Wealth Strategies RIA 1/17/2020
Cheviot Value Management, LLC Beverly Hills, CA 2/3/2026
CHEVRON CORP Houston, TX 2/12/2026
Chevy Chase Trust Holdings, LLC Bethesda, MD 2/13/2026
Cheyne Capital Management (UK) LLP 2/12/2024
CHI Advisors LLC 11/13/2023
Chicago Capital Management, LLC Chicago, IL 2/2/2026
Chicago Capital, LLC Chicago, IL 1/26/2026
CHICAGO EQUITY PARTNERS LLC 5/6/2020
Chicago Partners Investment Group LLC Chicago, IL 1/28/2026
CHICAGO TRUST Co NA Grayslake, IL 2/17/2026
Chicago Wealth Management, Inc. Chicago, IL 2/17/2026
CHICKASAW CAPITAL MANAGEMENT LLC Memphis, TN 1/12/2026
Chico Wealth RIA Chico, CA 2/10/2026
Chieftain Capital Management, Inc. New York, NY 2/13/2026
Children's Medical Center Corp Boston, MA 1/29/2026
Childrens Investment Fund Management (UK) LLP 11/14/2016
CHILDRESS CAPITAL ADVISORS, LLC Houston, TX 1/26/2026
CHILTON CAPITAL MANAGEMENT LLC Houston, TX 2/12/2026
CHILTON INVESTMENT CO INC. Stamford, CT 2/17/2026
Chimera Capital Management LLC 5/15/2023
China Universal Asset Management Co., Ltd. Shanghai, F4 1/29/2026
China-UAE Investment Cooperation Fund, L.P. George Town, E9 1/30/2026
Chinook Capital Management Lake Oswego, OR 1/27/2014
CHIRON CAPITAL MANAGEMENT, LLC 11/14/2025
Chiron Investment Management, LLC 2/13/2025
Choate Investment Advisors Boston, MA 2/9/2026
Choice Wealth Advisors LLC Waterville, ME 4/8/2026
Chokshi & Queen Wealth Advisors, Inc San Diego, CA 2/17/2026
CHOREO, LLC Rockford, IL 1/23/2026
Chou Associates Management Inc. Toronto, A6 2/13/2026
Chris Bulman Inc Roseville, CA 1/14/2026
Christensen, King & Associates Investment Services, Inc. Richland, WA 1/22/2026
Christian Investment Advisors, Inc. New Braunfels, TX 1/22/2026
CHRISTINE MESSMER PC Collegeville, PA 2/3/2026
Christopher J. Hasenberg, Inc 7/9/2025
Chronos Wealth Management, LLC Clearwater, FL 1/23/2026
CHUBB CORP 2/11/2016
Chubb Ltd 2/3/2023
Chung Wu Investment Group, LLC Sugar Land, TX 2/2/2026
Churchill Financial Advisors, LLC Louisville, KY 2/9/2026
CHURCHILL MANAGEMENT Corp 7/18/2025
CI Global Investments Inc. 11/9/2018
CI INVESTMENTS INC. Toronto, Z4 2/12/2026
CIBC Asset Management Inc Toronto, A6 2/10/2026
CIBC Bancorp USA Inc. 11/21/2025
CIBC BANK USA 1/29/2020
CIBC Capital Markets (Europe) S.A. 11/6/2025
CIBC Private Wealth Group LLC Atlanta, GA 2/12/2026
CIBC WORLD MARKET INC. Toronto, A6 2/10/2026
CIBC WORLD MARKETS CORP New York, NY 2/12/2026
CIBRA Capital Ltd London, X0 1/14/2026
CIC Wealth, LLC 11/8/2024
CIDEL ASSET MANAGEMENT INC Toronto, A6 1/21/2026
Cider Mill Investments LP 5/15/2019
CIF Asset Management Ltd 11/12/2021
CIGNA INVESTMENTS INC /NEW Bloomfield, CT 1/20/2026
CIGOGNE MANAGEMENT SA 2/14/2025
CIM INVESTMENT MANAGEMENT INC Pittsburgh, PA 2/17/2026
CIM, LLC Albany, NY 2/18/2026
CINCINNATI CASUALTY CO Fairfield, OH 2/12/2026
CINCINNATI FINANCIAL CORP Cincinnati, OH 2/12/2026
CINCINNATI INDEMNITY CO Fairfield, OH 2/12/2026
CINCINNATI INSURANCE CO Fairfield, OH 2/12/2026
CINCINNATI LIFE INSURANCE CO 11/6/2025
Cincinnati Specialty Underwriters Insurance CO Fairfield, OH 2/12/2026
Cinctive Capital Management LP New York, NY 2/17/2026
CINQUE PARTNERS LLC 2/12/2016
Ciovacco Capital Management LLC Atlanta, GA 2/9/2026
Cipher Capital LP 5/15/2024
Circle Road Advisors LP 8/13/2020
Circle Wealth Management, LLC Summit, NJ 2/13/2026
Circumference Group LLC Little Rock, AR 2/17/2026
CISCO SYSTEMS, INC. San Jose, CA 1/12/2026
CITADEL ADVISORS LLC Miami, FL 2/17/2026
Citadel Investment Advisory, Inc. Chesterland, OH 1/21/2026
CITIGROUP INC New York, NY 2/13/2026
CITIZENS & NORTHERN CORP Wellsboro, PA 1/28/2026
Citizens Business Bank Ontario, CA 2/2/2026
CITIZENS FINANCIAL GROUP INC/RI Providence, RI 1/30/2026
Citizens National Bank Trust Department Meridian, MS 1/30/2026
Citrine Capital LLC San Francisco, CA 1/20/2026
City Center Advisors, LLC Troy, MI 4/7/2026
City Financial Investment Co Ltd 2/13/2019
CITY HOLDING CO Charleston, WV 1/22/2026
CITY NATIONAL BANK 10/29/2015
CITY NATIONAL BANK OF FLORIDA /MSD Miami, FL 2/17/2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD London, X0 2/13/2026
City State Bank Norwalk, IA 1/28/2026