Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Choice Wealth Advisors LLC Waterville, ME 7/9/2026
Chokshi & Queen Wealth Advisors, Inc San Diego, CA 8/14/2026
CHOREO, LLC Rockford, IL 8/4/2026
Chou Associates Management Inc. Toronto, A6 8/12/2026
Chris Bulman Inc Roseville, CA 7/22/2026
Christensen, King & Associates Investment Services, Inc. Richland, WA 7/14/2026
Christian Investment Advisors, Inc. New Braunfels, TX 8/10/2026
CHRISTINE MESSMER PC Collegeville, PA 7/23/2026
Christopher J. Hasenberg, Inc 7/9/2025
Chronos Wealth Management, LLC Clearwater, FL 7/15/2026
CHUBB CORP 2/11/2016
Chubb Ltd 2/3/2023
Chung Wu Investment Group, LLC Sugar Land, TX 7/31/2026
Churchill Financial Advisors, LLC Louisville, KY 7/15/2026
CHURCHILL MANAGEMENT Corp 7/18/2025
CI Global Investments Inc. 11/9/2018
CI INVESTMENTS INC. Toronto, Z4 8/13/2026
CIBC Asset Management Inc Toronto, Z4 8/3/2026
CIBC Bancorp USA Inc. Chicago, IL 8/13/2026
CIBC BANK USA 1/29/2020
CIBC Capital Markets (Europe) S.A. Luxembourg, N4 8/11/2026
CIBC Private Wealth Group LLC Atlanta, GA 2/12/2026
CIBC WORLD MARKET INC. Toronto, A6 8/13/2026
CIBC WORLD MARKETS CORP New York, NY 2/12/2026
CIBRA Capital Ltd London, X0 4/24/2026
CIC Wealth, LLC 11/8/2024
CIDEL ASSET MANAGEMENT INC Toronto, A6 7/17/2026
Cider Mill Investments LP 5/15/2019
CIF Asset Management Ltd 11/12/2021
CIGNA INVESTMENTS INC /NEW Bloomfield, CT 7/21/2026
CIGOGNE MANAGEMENT SA 2/14/2025
CIM INVESTMENT MANAGEMENT INC Pittsburgh, PA 5/19/2026
CIM, LLC Albany, NY 8/13/2026
CINCINNATI CASUALTY CO Fairfield, OH 8/6/2026
CINCINNATI FINANCIAL CORP Cincinnati, OH 8/6/2026
CINCINNATI INDEMNITY CO Fairfield, OH 8/6/2026
CINCINNATI INSURANCE CO Fairfield, OH 8/6/2026
CINCINNATI LIFE INSURANCE CO 11/6/2025
Cincinnati Specialty Underwriters Insurance CO Fairfield, OH 8/6/2026
Cinctive Capital Management LP New York, NY 8/14/2026
CINQUE PARTNERS LLC 2/12/2016
Ciovacco Capital Management LLC Atlanta, GA 8/7/2026
Cipher Capital LP 5/15/2024
Circle Road Advisors LP 8/13/2020
Circle Wealth Management, LLC Summit, NJ 8/12/2026
Circumference Group LLC Little Rock, AR 8/14/2026
CISCO SYSTEMS, INC. San Jose, CA 7/13/2026
CITADEL ADVISORS LLC Miami, FL 8/14/2026
Citadel Investment Advisory, Inc. Chesterland, OH 7/23/2026
CITIGROUP INC New York, NY 8/3/2026
CITIZENS & NORTHERN CORP Wellsboro, PA 7/17/2026
Citizens Business Bank Ontario, CA 8/3/2026
CITIZENS FINANCIAL GROUP INC/RI Providence, RI 8/7/2026
Citizens National Bank Trust Department Meridian, MS 7/22/2026
Citrine Capital LLC San Francisco, CA 7/23/2026
City Center Advisors, LLC Troy, MI 7/6/2026
City Financial Investment Co Ltd 2/13/2019
CITY HOLDING CO Charleston, WV 7/10/2026
CITY NATIONAL BANK 10/29/2015
CITY NATIONAL BANK OF FLORIDA /MSD Coral Gables, FL 7/15/2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD London, X0 7/31/2026
City State Bank Norwalk, IA 7/14/2026
Civilization Ventures Management, LLC Belvedere Tiburon, CA 8/14/2026
CJM Wealth Advisers, Ltd. Falls Church, VA 7/17/2026
CKW FINANCIAL GROUP Honolulu, HI 7/24/2026
Claar Advisors LLC New York, NY 8/14/2026
Cladis Investment Advisory, LLC Billings, MT 8/13/2026
Clal Insurance Enterprises Holdings Ltd Tel Aviv, L3 8/13/2026
Claraphi Advisory Network, LLC 2/15/2023
Clare Market Investments LLC Dallas, TX 7/27/2026
Claremont Financial Group, Inc. 8/15/2022
Claren Road Asset Management, LLC 11/14/2017
Clarendon Private LLC Boston, MA 7/22/2026
Claret Asset Management Corp Montreal, A8 7/27/2026
Clarfeld Financial Advisors, LLC 2/15/2019
Clarion Wealth Managment Partners, LLC Fairfax, VA 8/12/2026
CLARIS ADVISORS, LLC / MO / St. Louis, MO 7/21/2026
Claris Financial LLC Glen Allen, VA 5/18/2026
Clarity Asset Management, Inc. Ames, IA 7/16/2026
Clarity Capital Advisors, LLC Lakewood Ranch, FL 7/13/2026
Clarity Capital KCPS Ltd. 6/21/2017
Clarity Capital Partners LLC 7/21/2025
Clarity Financial LLC Houston, TX 7/20/2026
Clarity Retirement & Wealth, LLC New Bedford, MA 7/30/2026
Clarity Wealth Advisors, LLC San Jose, CA 7/24/2026
Clarity Wealth Development LLC Corvallis, OR 7/27/2026
Clarius Group, LLC Seattle, WA 1/14/2026
ClariVest Asset Management LLC 11/12/2024
Clark & Stuart, Inc Portland, ME 7/13/2026
Clark Asset Management, LLC Stratham, NH 7/7/2026
Clark Capital Management Group, Inc. Philadelphia, PA 8/11/2026
CLARK ESTATES INC/NY New York, NY 8/5/2026
CLARK FINANCIAL SERVICES GROUP INC /BD Chesterfield, MO 7/15/2026
Clark Wealth Partners O'fallon, IL 7/28/2026
Clarkston Capital Partners, LLC Rochester, MI 8/11/2026
Claro Advisors Inc. Boston, MA 7/30/2026
Clarus Group, Inc. Houston, TX 7/24/2026
Clarus Ventures, LLC 11/14/2018
Clarus Wealth Advisors Peoria, AZ 7/9/2026
Clay Northam Wealth Management, LLC Huntington Beach, CA 8/10/2026
Claybrook Capital, LLC 10/24/2023
Clayton Financial Group LLC St. Louis, MO 7/20/2026
Clayton Partners LLC Berkeley, CA 8/14/2026
Clayton, Dubilier & Rice, LLC New York, NY 7/29/2026
Clean Energy Transition LLP London, X0 8/14/2026
Clean Yield Group Norwich, VT 8/5/2026
Clear Creek Financial Management, LLC Silverdale, WA 7/27/2026
Clear Harbor Asset Management, LLC Stamford, CT 8/12/2026
CLEAR INVESTMENT RESEARCH, LLC Alpharetta, GA 8/11/2026
Clear Perspective Advisors, LLC 2/17/2022
Clear Perspectives Financial Planning, LLC 5/11/2023
Clear Point Advisors Inc. Melville, NY 7/28/2026
Clear Retirement Advice LLC San Mateo, CA 7/15/2026
Clear Rock Advisors, LLC 9/3/2024
Clear Sky Carbon Solutions Investment Management, LLC 11/14/2025
Clear Street Derivatives LLC 8/13/2025
Clear Street Group Inc. New York, NY 8/12/2026
CLEAR STREET LLC 8/13/2025
Clear Trail Advisors, LLC Houston, TX 7/21/2026
CLEAR WAVE WEALTH MANAGEMENT LLC Red Bank, NJ 8/6/2026
ClearAlpha Technologies LP Greenwich, CT 8/14/2026
CLEARARC CAPITAL INC 2/14/2020
ClearBridge Investments Ltd 8/12/2025
Clearbridge Investments, LLC New York, NY 8/13/2026
CLEARBRIDGE, LLC 2/14/2019
CLEARFIELD CAPITAL MANAGEMENT LP New York, NY 8/14/2026
CLEARLAKE CAPITAL GROUP, L.P. Santa Monica, CA 8/14/2026
Clearline Capital LP New York, NY 8/14/2026
Clearshares LLC 3/24/2022
Clearstead Advisors, LLC Cleveland, OH 8/6/2026
Clearstead Trust, LLC Portland, ME 8/6/2026
Clearview Wealth Advisors LLC Salem, OR 2/17/2026
Clearview Wealth Management LLC Irvine, CA 7/13/2026
Clearwater Capital Advisors, LLC Hoffman Estates, IL 8/6/2026
Clearwave Capital, LLC Upland, CA 7/17/2026
Cleary Gull Holdings Inc. 5/9/2016
CLEARY GULL INC. 5/13/2015
Clermont Group 11/13/2023
CLG LLC Long Beach, CA 7/16/2026
CLIENT 1ST ADVISORY GROUP, LLC Dunedin, FL 7/13/2026
Client First Capital LLC San Diego, CA 7/10/2026
Client First Investment Management LLC West Bend, WI 7/8/2026
Clientfirst Wealth Management, LLC Little Rock, AR 7/30/2026
Clifford Group, LLC Wayland, MA 8/14/2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC Pasadena, CA 8/20/2026
Cliffwater LLC Marina Del Rey, CA 8/12/2026
CLIFTON PARK CAPITAL MANAGEMENT, LLC 2/10/2016
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Minneapolis, MN 7/15/2026
Climber Capital SA Nyon, V8 7/22/2026
CLINTON GROUP INC 10/10/2018
Clio Asset Management LLC Charlottesville, VA 7/23/2026
Closed-End Fund Advisors, Inc. Richmond, VA 7/27/2026
Cloud Capital Management, LLC Seattle, WA 8/13/2026
Cloud Gate Capital, LLC 2/16/2016
CloudAlpha Capital Management Limited/Hong Kong Hong Kong, K3 8/10/2026
CLOUGH CAPITAL PARTNERS L P Boston, MA 8/14/2026
Clover Partners, L.P. 11/12/2019
Cloverdale Capital Management, LLC 2/16/2021
CLOVERFIELDS CAPITAL GROUP, LP Minneapolis, MN 8/13/2026
CLOVIS CAPITAL MANAGEMENT LP 11/9/2017
Clutterbuck Capital Management LLC Cleveland, OH 8/10/2026
CM Management, LLC Gulf Breeze, FL 8/13/2026
CM WEALTH ADVISORS LLC Beachwood, OH 8/10/2026
CMC Financial Group Atlanta, GA 8/13/2026
CMG Global Holdings, LLC Plano, TX 7/28/2026
CMH Wealth Management LLC Portsmouth, NH 7/9/2026
CMT Asset Management Ltd 5/15/2019
CMT Capital Markets Trading GmbH Chicago, IL 8/13/2026
CMT Investments LLC 11/14/2023
CMT TRADING LLC 2/14/2020
CNA FINANCIAL CORP Chicago, IL 8/14/2026
CNB Bank Clearfield, PA 8/6/2026
CNO Financial Group, Inc. Carmel, IN 8/12/2026
Coalescence Partners Investment Management, LP New York, NY 8/13/2026
Coann Capital LLC 2/3/2023
Coastal Bridge Advisors, LLC Westport, CT 8/17/2026
COASTAL INVESTMENT MANAGEMENT, L.P. 10/18/2021
COASTLAND CAPITAL LLC 1/14/2019
Coastline Complete Wealth LLC Bluffton, SC 5/22/2026
Coastline Trust Co Providence, RI 8/14/2026
Coastwise Capital Group, LLC La Jolla, CA 7/16/2026
COATUE MANAGEMENT LLC New York, NY 8/14/2026
COBALT CAPITAL MANAGEMENT, INC. Short Hills, NJ 8/13/2026
Cobble Hill Financial Services, INC 11/19/2014
Cobblestone Asset Management LLC Richmond, VA 7/21/2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11/12/2025
COBIZ WEALTH, LLC 7/8/2019
Cobler Capital Management, LLC 8/14/2025
Code Waechter LLC Tampa, FL 7/31/2026
Codex Capital Asset Management L.L.C. Dallas, TX 7/27/2026
Codex Capital, L.L.C. 5/7/2024
Coe Capital Management, LLC 7/22/2021
COERENTE CAPITAL MANAGEMENT Toronto, A6 7/22/2026
COFG Advisors, LLC Oak Brook, IL 8/14/2026
Cogent Private Wealth, Inc. Orlando, FL 8/5/2026
COGENT STRATEGIC WEALTH LLC Chicago, IL 8/11/2026
CogentBlue Wealth Advisors, LLC Knoxville, TN 7/16/2026
COGHILL CAPITAL MANAGEMENT LLC 11/14/2014
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 5/8/2024
Cognios Capital, LLC 12/30/2020