Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Cohalo Advisory LLC Snoqualmie, WA 7/24/2026
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 8/14/2026
Cohen Capital Management, Inc. Corte Madera, CA 7/7/2026
Cohen Investment Advisors LLC Bedford, NH 7/27/2026
Cohen Klingenstein LLC New York, NY 7/15/2026
COHEN LAWRENCE B 2/9/2024
Coho Partners, Ltd. 10/14/2025
Coign Capital Advisors LLC Draper, UT 7/29/2026
CoinFund Management LLC New York, NY 8/14/2026
COLDSTREAM CAPITAL MANAGEMENT INC Bellevue, WA 8/13/2026
Coleford Investment Management Ltd. Toronto, Ontario, Z4 8/12/2026
Coliseum Capital Management, LLC Rowayton, CT 8/14/2026
Collaborative Capital Advisors LLC New York, NY 8/14/2026
Collaborative Fund Advisors, LLC Reno, NV 7/30/2026
Collaborative Holdings Management LP 11/14/2024
Collaborative Wealth Managment Inc. Lake Mary, FL 8/5/2026
Collar Capital Management, LLC Appleton, WI 7/27/2026
COLLECTIVE FAMILY OFFICE LLC York, PA 7/2/2026
Collier Financial Denver, CO 7/30/2026
Colonial River Investments, LLC Midlothian, VA 7/24/2026
Colonial Trust Advisors Spartanburg, SC 8/11/2026
Colonial Trust Co / SC Spartanburg, SC 8/11/2026
Colony Family Offices, LLC Charlotte, NC 7/20/2026
COLONY GROUP LLC 11/14/2023
Colorado Capital Management, Inc. Boulder, CO 7/8/2026
COLRAIN CAPITAL LLC Boston, MA 8/5/2026
Colter Lewis Investment Partners LLC Greenwich, CT 8/14/2026
COLTON GROOME FINANCIAL ADVISORS, LLC Asheville, NC 7/22/2026
Coltrane Asset Management L.P. 11/15/2021
COLUMBIA ADVISORY PARTNERS LLC Spokane, WA 7/23/2026
Columbia Asset Management Ann Arbor, MI 7/21/2026
Columbia Bank Lake Oswego, OR 7/24/2026
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 8/13/2026
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 8/13/2026
Columbus Macro, LLC New Castle, PA 7/22/2026
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 8/14/2026
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 7/24/2026
Commerce Advisors, LLC Memphis, TN 8/4/2026
COMMERCE BANK Kansas City, MO 8/12/2026
COMMERZBANK AKTIENGESELLSCHAFT /FI Frankfurt, 2M 8/7/2026
Commodore Capital LP New York, NY 8/14/2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS Norwalk, CT 8/14/2026
COMMONFUND ASSET MANAGEMENT CO INC 2/13/2015
COMMONS CAPITAL, LLC Needham, MA 7/30/2026
COMMONWEALTH BANK OF AUSTRALIA Sydney, Nsw, C3 8/13/2026
Commonwealth Equity Services, Inc 2/16/2018
COMMONWEALTH EQUITY SERVICES, LLC Waltham, MA 7/29/2026
Commonwealth Financial Services, LLC Vienna, WV 7/15/2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Harrisburg, PA 7/17/2026
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 10/30/2017
Commonwealth Retirement Investments LLC Richmond, VA 8/3/2026
Commonwealth Venture (GP) Partners IV LLC 10/24/2018
Community Bank & Trust, Waco, Texas Waco, TX 8/4/2026
Community Bank of Raymore Raymore, MO 7/28/2026
COMMUNITY BANK SYSTEM, INC. 2/3/2015
Community Bank, N.A. Dewitt, NY 8/13/2026
Community Capital Management, LLC 10/24/2023
Community Financial Services Group, LLC Newport, VT 7/9/2026
COMMUNITY TRUST & INVESTMENT CO Lexington, KY 7/8/2026
Compagnie Lombard Odier SCmA 1204 Geneva, V8 7/29/2026
Compass Advisory Group LLC Melville, NY 8/11/2026
COMPASS CAPITAL CORP /MA/ /ADV Braintree, MA 8/13/2026
COMPASS CAPITAL MANAGEMENT, INC Minneapolis, MN 8/6/2026
Compass Efficient Model Portfolios, LLC Brentwood, TN 2/20/2014
COMPASS FINANCIAL ADVISORS LLC 11/13/2023
Compass Financial Group, Inc. Deerfield Beach, FL 8/4/2026
Compass Financial Group, Inc. (Ohio) Dublin, OH 8/12/2026
Compass Financial Group, INC/SD Sioux Falls, SD 8/4/2026
COMPASS FINANCIAL MANAGEMENT LLC Tampa, FL 8/12/2026
Compass Financial Services Inc West Des Moines, IA 7/24/2026
COMPASS GROUP LLC 11/12/2025
Compass Investment Advisers LLC 4/9/2025
Compass Ion Advisors, LLC Conshohocken, PA 8/12/2026
Compass Planning Associates Inc Greenfield, MA 7/27/2026
Compass Rose Asset Management, LP New York, NY 8/12/2026
Compass Wealth Management LLC Guilford, CT 8/7/2026
Compass Wealth Management, LLC/GA Atlanta, GA 7/21/2026
COMPLEX CAPITAL MANAGEMENT, LLC 2/11/2019
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd 11/13/2023
Composition Wealth, LLC Los Angeles, CA 7/22/2026
Compound Global Advisors, LLC Mercer Island, WA 8/3/2026
Compound Planning, Inc. New York, NY 8/4/2026
Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN 7/15/2026
Comprehensive Financial Management LLC Los Gatos, CA 8/14/2026
Comprehensive Financial Planning, Inc./PA East Petersburg, PA 8/10/2026
Comprehensive Money Management Services LLC Coral Gables, FL 8/14/2026
Comprehensive Wealth Management, LLC Lynnwood, WA 8/12/2026
COMPTON CAPITAL MANAGEMENT INC /RI 8/9/2023
Compton Financial Group, LLC Towson, MD 8/12/2026
Compton Wealth Advisory Group, LLC Virginia Beach, VA 7/21/2026
Conatus Capital Management LP 2/14/2018
Concentric Capital Strategies, LP Stamford, CT 8/14/2026
CONCENTRIC WEALTH MANAGEMENT, LLC 11/13/2024
Concentrum Wealth Management San Jose, CA 8/6/2026
Concert Wealth Management Inc. 11/14/2017
CONCORD ASSET MANAGEMENT LLC 1/26/2015
Concord Asset Management, LLC/VA Abingdon, VA 7/27/2026
Concord Investment Counsel Inc. Irvine, CA 8/11/2026
Concord Wealth Partners Abingdon, VA 7/27/2026
Concorde Asset Management, LLC Ann Arbor, MI 8/18/2026
Concorde Financial Corp Dallas, TX 8/14/2026
Concourse Capital Management, LLC 2/14/2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 8/12/2025
Concurrent Investment Advisors, LLC Tampa, FL 7/27/2026
Condire Management, LP Dallas, TX 8/20/2026
CONDOR CAPITAL MANAGEMENT Martinsville, NJ 8/12/2026
Condorcet Global Opportunity Fund, LLC 2/17/2015
Conestoga Capital Advisors, LLC Wayne, PA 7/24/2026
CONFLUENCE INVESTMENT MANAGEMENT LLC St. Louis, MO 7/1/2026
Confluence Wealth Management LLC 10/26/2020
Confluence Wealth Services, Inc. Mcmurray, PA 7/22/2026
CONGRESS ASSET MANAGEMENT CO Boston, MA 7/7/2026
Congress Park Capital LLC Saratoga Springs, NY 7/14/2026
CONGRUENCE CAPITAL, LLC Los Angeles, CA 8/13/2026
Conifer Management, L.L.C. New York, NY 8/13/2026
CONNABLE OFFICE INC Kalamazoo, MI 8/3/2026
Connacht Asset Management LP 11/14/2023
Connecticut Capital Management Group, LLC Milford, CT 7/17/2026
Connecticut Wealth Management, LLC Farmington, CT 7/29/2026
Connective Capital Management, LLC Palo Alto, CA 8/13/2026
Connective Portfolio Management, LLC New York, NY 7/7/2026
Connectus Wealth, LLC 5/14/2024
CONNING INC. Hartford, CT 7/30/2026
Connolly Sarah T. 2/9/2024
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD Vancouver Bc, A1 2/13/2014
Connor, Clark & Lunn Investment Management Ltd. Vancouver, A1 8/12/2026
CONNORS INVESTOR SERVICES INC Wyomissing, PA 8/14/2026
CONOCOPHILLIPS 10/11/2023
CONQUIS FINANCIAL LLC Milbrae, CA 8/13/2026
Conrad N. Hilton Foundation Westlake Village, CA 8/14/2026
Conrad Siegel Investment Advisors, Inc. Harrisburg, PA 7/17/2026
CONSCIOUS WEALTH INVESTMENTS, LLC Atlanta, GA 8/11/2026
Consector Capital, LP 11/14/2016
Conservest Capital Advisors, Inc. Wynnewood, PA 7/22/2026
CONSILIO WEALTH ADVISORS, LLC Bellevue, WA 8/10/2026
Consilium Investment Management, LLC 10/31/2019
Consilium Wealth Advisory, LLC Frisco, TX 8/10/2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC Burbank, CA 7/27/2026
Consolidated Investment Group LLC Englewood, CO 7/22/2026
Consolidated Portfolio Review Corp Woodbury, NY 7/23/2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD Sydney, C3 8/13/2026
Consonance Capital Management LP 11/14/2022
Constant Guidance Financial LLC Attleboro Falls, MA 8/12/2026
Constellation Investimentos e Participacoes Ltda 10/22/2025
Constellation Investments, Inc. Montgomery, OH 7/17/2026
Constellation Wealth Advisors, LLC 11/9/2015
Constitution Capital LLC Shelton, CT 7/9/2026
Consulta Ltd London, X0 8/14/2026
CONSULTIVA WEALTH MANAGEMENT, CORP. San Juan, PR 8/13/2026
Contango Wealth Management LLC Oakland, CA 6/9/2026
Context Capital Management, LLC Lajolla, CA 7/23/2026
Context Partners Fund, L.P. 11/16/2020
CONTINENTAL ADVISORS LLC Park City, UT 7/27/2026
CONTINENTAL GENERAL INSURANCE CO Austin, TX 8/13/2026
CONTINENTAL GRAIN CO New York, NY 8/12/2026
CONTINENTAL INVESTORS SERVICES, INC. Longview, WA 8/13/2026
Continuum Advisory, LLC Eagle, ID 8/6/2026
CONTINUUM WEALTH ADVISORS, LLC Saratoga Springs, NY 7/21/2026
Contour Asset Management LLC New York, NY 8/14/2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. Greenwich, CT 8/13/2026
Contrarius Group Holdings Ltd Hamilton, D0 8/11/2026
Contrarius Investment Management Ltd 11/8/2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC. Norwell, MA 7/9/2026
Convector Capital Management, LP 11/14/2016
Convergence Financial, LLC Columbia, MO 8/5/2026
Convergence Investment Partners, LLC Palm Beach Gardens, FL 7/31/2026
Convergent Wealth Advisors 11/16/2015
Converium Capital Inc. Montreal, A8 8/14/2026
Conversant Capital LLC Summit, NJ 8/14/2026
CONWAY CAPITAL MANAGEMENT, INC. Burbank, CA 8/7/2026
CONYERS INVESTMENTS LLC 2/12/2024
Cook & Bynum Capital Management, LLC Birmingham, AL 8/14/2026
Cook Street Consulting, Inc. 5/14/2024
Cook Wealth, LLC Raleigh, NC 2/5/2026
COOKE & BIELER LP Philadelphia, PA 7/29/2026
Cooke Wealth Management, LLC Irvine, CA 7/16/2026
Cooksen Wealth, LLC The Woodlands, TX 7/30/2026
COOKSON PEIRCE & CO INC Pittsburgh, PA 7/23/2026
Coombe, Bender & Co LLC 8/12/2024
Cooper Capital Advisors LLC Encinitas, CA 7/22/2026
COOPER CREEK PARTNERS MANAGEMENT LLC New York, NY 8/14/2026
Cooper Financial Group Irvine, CA 7/8/2026
COOPER INVESTORS PTY LTD Melbourne, Victoria, C3 7/6/2026