Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Civilization Ventures Management, LLC Belvedere Tiburon, CA 4/8/2026
CJM Wealth Advisers, Ltd. Falls Church, VA 1/23/2026
CKW FINANCIAL GROUP Honolulu, HI 1/26/2026
Claar Advisors LLC New York, NY 2/17/2026
Cladis Investment Advisory, LLC Billings, MT 2/13/2026
Clal Insurance Enterprises Holdings Ltd Tel Aviv, L3 2/13/2026
Claraphi Advisory Network, LLC 2/15/2023
Clare Market Investments LLC 11/12/2025
Claremont Financial Group, Inc. 8/15/2022
Claren Road Asset Management, LLC 11/14/2017
Clarendon Private LLC Boston, MA 2/5/2026
Claret Asset Management Corp Montreal, A8 2/11/2026
Clarfeld Financial Advisors, LLC 2/15/2019
Clarion Wealth Managment Partners, LLC Fairfax, VA 2/5/2026
CLARIS ADVISORS, LLC / MO / St. Louis, MO 4/10/2026
Claris Financial LLC Glen Allen, VA 4/7/2026
Clarity Asset Management, Inc. Ames, IA 2/13/2026
Clarity Capital Advisors, LLC Lakewood Ranch, FL 4/9/2026
Clarity Capital KCPS Ltd. 6/21/2017
Clarity Capital Partners LLC 7/21/2025
Clarity Financial LLC Houston, TX 1/28/2026
Clarity Retirement & Wealth, LLC New Bedford, MA 2/11/2026
Clarity Wealth Advisors, LLC San Jose, CA 1/23/2026
Clarity Wealth Development LLC Corvallis, OR 2/11/2026
Clarius Group, LLC Seattle, WA 1/14/2026
ClariVest Asset Management LLC 11/12/2024
Clark & Stuart, Inc Portland, ME 1/7/2026
Clark Asset Management, LLC Stratham, NH 1/27/2026
Clark Capital Management Group, Inc. Philadelphia, PA 2/17/2026
CLARK ESTATES INC/NY New York, NY 2/12/2026
CLARK FINANCIAL SERVICES GROUP INC /BD Chesterfield, MO 1/6/2026
Clark Wealth Partners O'fallon, IL 2/4/2026
Clarkston Capital Partners, LLC Rochester, MI 2/13/2026
Claro Advisors Inc. Boston, MA 2/17/2026
Clarus Group, Inc. Houston, TX 1/16/2026
Clarus Ventures, LLC 11/14/2018
Clarus Wealth Advisors Peoria, AZ 4/8/2026
Clay Northam Wealth Management, LLC Huntington Beach, CA 2/17/2026
Claybrook Capital, LLC 10/24/2023
Clayton Financial Group LLC St. Louis, MO 1/21/2026
Clayton Partners LLC Berkeley, CA 2/17/2026
Clayton, Dubilier & Rice, LLC New York, NY 2/9/2026
Clean Energy Transition LLP London, X0 2/13/2026
Clean Yield Group Norwich, VT 1/26/2026
Clear Creek Financial Management, LLC Silverdale, WA 1/23/2026
Clear Harbor Asset Management, LLC Stamford, CT 2/10/2026
CLEAR INVESTMENT RESEARCH, LLC Alpharetta, GA 2/9/2026
Clear Perspective Advisors, LLC 2/17/2022
Clear Perspectives Financial Planning, LLC 5/11/2023
Clear Point Advisors Inc. Melville, NY 2/10/2026
Clear Retirement Advice LLC San Mateo, CA 2/24/2026
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 2/13/2026
CLEAR STREET LLC 8/13/2025
Clear Trail Advisors, LLC Houston, TX 1/9/2026
ClearAlpha Technologies LP Greenwich, CT 2/17/2026
CLEARARC CAPITAL INC 2/14/2020
ClearBridge Investments Ltd 8/12/2025
Clearbridge Investments, LLC New York, NY 2/11/2026
CLEARBRIDGE, LLC 2/14/2019
CLEARFIELD CAPITAL MANAGEMENT LP New York, NY 2/13/2026
CLEARLAKE CAPITAL GROUP, L.P. Santa Monica, CA 2/17/2026
Clearline Capital LP New York, NY 2/17/2026
Clearshares LLC 3/24/2022
Clearstead Advisors, LLC Cleveland, OH 2/9/2026
Clearstead Trust, LLC Portland, ME 2/9/2026
Clearview Wealth Advisors LLC Salem, OR 2/17/2026
Clearwater Capital Advisors, LLC Hoffman Estates, IL 2/9/2026
Clearwave Capital, LLC Upland, CA 3/2/2026
Cleary Gull Holdings Inc. 5/9/2016
CLEARY GULL INC. 5/13/2015
Clermont Group 11/13/2023
CLG LLC Long Beach, CA 1/15/2026
CLIENT 1ST ADVISORY GROUP, LLC Dunedin, FL 1/12/2026
Client First Capital LLC San Diego, CA 1/26/2026
Client First Investment Management LLC West Bend, WI 2/9/2026
Clientfirst Wealth Management, LLC Little Rock, AR 2/6/2026
CLIFFORD CAPITAL PARTNERS LLC Alpine, UT 2/17/2026
Clifford Group, LLC Wayland, MA 2/13/2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC Pasadena, CA 2/11/2026
Cliffwater LLC Marina Del Rey, CA 2/12/2026
CLIFTON PARK CAPITAL MANAGEMENT, LLC 2/10/2016
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Minneapolis, MN 4/9/2026
Climber Capital SA Nyon, V8 2/3/2026
CLINTON GROUP INC 10/10/2018
Clio Asset Management LLC Charlottesville, VA 1/16/2026
Closed-End Fund Advisors, Inc. Richmond, VA 2/11/2026
Cloud Capital Management, LLC Seattle, WA 2/12/2026
Cloud Gate Capital, LLC 2/16/2016
CloudAlpha Capital Management Limited/Hong Kong Hong Kong, K3 2/6/2026
CLOUGH CAPITAL PARTNERS L P Boston, MA 2/17/2026
Clover Partners, L.P. 11/12/2019
Cloverdale Capital Management, LLC 2/16/2021
CLOVERFIELDS CAPITAL GROUP, LP Minneapolis, MN 2/13/2026
CLOVIS CAPITAL MANAGEMENT LP 11/9/2017
CLUNE & ASSOCIATES, LTD. Chicago, IL 2/9/2026
Clutterbuck Capital Management LLC Cleveland, OH 2/13/2026
CM Management, LLC Gulf Breeze, FL 2/2/2026
CM WEALTH ADVISORS LLC Beachwood, OH 1/26/2026
CMC Financial Group Atlanta, GA 1/26/2026
CMG Global Holdings, LLC Plano, TX 2/5/2026
CMH Wealth Management LLC Portsmouth, NH 1/13/2026
CMT Asset Management Ltd 5/15/2019
CMT Capital Markets Trading GmbH Chicago, IL 2/20/2026
CMT Investments LLC 11/14/2023
CMT TRADING LLC 2/14/2020
CNA FINANCIAL CORP Chicago, IL 2/17/2026
CNB Bank Clearfield, PA 2/11/2026
CNO Financial Group, Inc. Carmel, IN 2/12/2026
Coalescence Partners Investment Management, LP New York, NY 2/13/2026
Coann Capital LLC 2/3/2023
Coastal Bridge Advisors, LLC Westport, CT 2/18/2026
COASTAL INVESTMENT MANAGEMENT, L.P. 10/18/2021
COASTLAND CAPITAL LLC 1/14/2019
Coastline Complete Wealth LLC Bluffton, SC 2/24/2026
Coastline Trust Co Providence, RI 4/3/2026
Coastwise Capital Group, LLC La Jolla, CA 2/12/2026
COATUE MANAGEMENT LLC New York, NY 2/17/2026
COBALT CAPITAL MANAGEMENT, INC. Short Hills, NJ 2/17/2026
Cobble Hill Financial Services, INC 11/19/2014
Cobblestone Asset Management LLC Richmond, VA 1/15/2026
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 1/26/2026
Codex Capital Asset Management L.L.C. Dallas, TX 2/17/2026
Codex Capital, L.L.C. 5/7/2024
Coe Capital Management, LLC 7/22/2021
COERENTE CAPITAL MANAGEMENT Toronto, A6 1/23/2026
COFG Advisors, LLC Oak Brook, IL 2/10/2026
Cogent Private Wealth, Inc. Orlando, FL 2/10/2026
COGENT STRATEGIC WEALTH LLC Chicago, IL 3/2/2026
CogentBlue Wealth Advisors, LLC Knoxville, TN 1/16/2026
COGHILL CAPITAL MANAGEMENT LLC 11/14/2014
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 5/8/2024
Cognios Capital, LLC 12/30/2020
Cohalo Advisory LLC Snoqualmie, WA 1/20/2026
Cohanzick Management, LLC 8/13/2025
Cohen & Co Financial Management, LLC 11/14/2023
COHEN & STEERS CAPITAL MANAGEMENT INC 5/15/2015
COHEN & STEERS, INC. New York, NY 2/13/2026
Cohen Capital Management, Inc. Corte Madera, CA 1/20/2026
Cohen Investment Advisors LLC Bedford, NH 1/15/2026
Cohen Klingenstein LLC New York, NY 1/20/2026
COHEN LAWRENCE B 2/9/2024
Coho Partners, Ltd. 10/14/2025
Coign Capital Advisors LLC Draper, UT 1/20/2026
CoinFund Management LLC New York, NY 2/17/2026
COLDSTREAM CAPITAL MANAGEMENT INC Bellevue, WA 2/9/2026
Coleford Investment Management Ltd. Toronto, Ontario, Z4 2/11/2026
Coliseum Capital Management, LLC Rowayton, CT 2/17/2026
Collaborative Holdings Management LP 11/14/2024
Collaborative Wealth Managment Inc. Lake Mary, FL 2/9/2026
Collar Capital Management, LLC Appleton, WI 2/10/2026
COLLECTIVE FAMILY OFFICE LLC York, PA 4/2/2026
Collier Financial Denver, CO 2/12/2026
Colonial River Investments, LLC Midlothian, VA 2/4/2026
Colonial Trust Advisors Spartanburg, SC 2/12/2026
Colonial Trust Co / SC Spartanburg, SC 2/12/2026
Colony Family Offices, LLC Charlotte, NC 1/22/2026
COLONY GROUP LLC 11/14/2023
Colorado Capital Management, Inc. Boulder, CO 1/23/2026
COLRAIN CAPITAL LLC Boston, MA 2/12/2026
Colter Lewis Investment Partners LLC Greenwich, CT 2/17/2026
COLTON GROOME FINANCIAL ADVISORS, LLC Asheville, NC 2/10/2026
Coltrane Asset Management L.P. 11/15/2021
COLUMBIA ADVISORY PARTNERS LLC Spokane, WA 1/22/2026
Columbia Asset Management Ann Arbor, MI 1/28/2026
Columbia Bank Lake Oswego, OR 2/13/2026
Columbia Capital IV, LLC 10/27/2014
COLUMBIA CAPITAL LLC 2/11/2015
Columbia Pacific Advisors, LLC 11/13/2019
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 2/12/2019
Columbia River Financial Group, LLC Vancouver, WA 2/12/2026
Columbia Trust Co 01012016 1/17/2024
COLUMBIA WANGER ASSET MANAGEMENT LLC 2/13/2018
COLUMBUS CIRCLE INVESTORS 1/20/2021
Columbus Hill Capital Management, L.P. Short Hills, NJ 2/13/2026
Columbus Macro, LLC New Castle, PA 1/15/2026
COLUMBUS POINT LLP 10/18/2021
Column Capital Advisors, LLC 11/3/2023
COLUMN GROUP L P 11/6/2015
Column Group LLC San Francisco, CA 2/13/2026
COMAC Capital LLP 10/23/2014
COMERICA BANK Dallas, TX 1/29/2026
COMERICA SECURITIES INC 2/5/2019
COMERICA SECURITIES,INC. 10/26/2023
COMGEST GLOBAL INVESTORS S.A.S. Paris, I0 2/12/2026
COMMERCE BANK Kansas City, MO 2/13/2026
COMMERZBANK AKTIENGESELLSCHAFT /FI Frankfurt, 2M 2/5/2026
Commodore Capital LP New York, NY 2/17/2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS Norwalk, CT 2/17/2026
COMMONFUND ASSET MANAGEMENT CO INC 2/13/2015
COMMONS CAPITAL, LLC Needham, MA 1/5/2026
COMMONWEALTH BANK OF AUSTRALIA Sydney, Nsw, C3 2/12/2026
Commonwealth Equity Services, Inc 2/16/2018
COMMONWEALTH EQUITY SERVICES, LLC Waltham, MA 2/12/2026
Commonwealth Financial Services, LLC Vienna, WV 2/6/2026