Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Harrisburg, PA 2/10/2026
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 10/30/2017
Commonwealth Retirement Investments LLC Richmond, VA 2/11/2026
Commonwealth Venture (GP) Partners IV LLC 10/24/2018
Community Bank & Trust, Waco, Texas Waco, TX 2/9/2026
Community Bank of Raymore Raymore, MO 1/23/2026
COMMUNITY BANK SYSTEM, INC. 2/3/2015
Community Bank, N.A. Dewitt, NY 2/4/2026
Community Capital Management, LLC 10/24/2023
Community Financial Services Group, LLC Newport, VT 4/8/2026
COMMUNITY TRUST & INVESTMENT CO Lexington, KY 1/9/2026
Compagnie Lombard Odier SCmA 1204 Geneva, V8 1/16/2026
Compass Advisory Group LLC Melville, NY 1/21/2026
COMPASS CAPITAL CORP /MA/ /ADV Braintree, MA 2/12/2026
COMPASS CAPITAL MANAGEMENT, INC Minneapolis, MN 2/12/2026
Compass Efficient Model Portfolios, LLC Brentwood, TN 2/20/2014
COMPASS FINANCIAL ADVISORS LLC 11/13/2023
Compass Financial Group, Inc. Deerfield Beach, FL 2/5/2026
Compass Financial Group, Inc. (Ohio) Dublin, OH 3/4/2026
Compass Financial Group, INC/SD Sioux Falls, SD 1/27/2026
Compass Financial Services Inc West Des Moines, IA 2/27/2026
COMPASS GROUP LLC 11/12/2025
Compass Investment Advisers LLC 4/9/2025
Compass Ion Advisors, LLC Conshohocken, PA 1/29/2026
Compass Planning Associates Inc Greenfield, MA 1/22/2026
Compass Rose Asset Management, LP New York, NY 2/11/2026
Compass Wealth Management LLC Guilford, CT 2/11/2026
Compass Wealth Management, LLC/GA Atlanta, GA 2/17/2026
COMPLEX CAPITAL MANAGEMENT, LLC 2/11/2019
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd 11/13/2023
Composition Wealth, LLC Los Angeles, CA 4/8/2026
Compound Global Advisors, LLC Mercer Island, WA 2/4/2026
Compound Planning, Inc. New York, NY 2/19/2026
Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN 1/29/2026
Comprehensive Financial Management LLC Los Gatos, CA 2/17/2026
Comprehensive Financial Planning, Inc./PA East Petersburg, PA 4/7/2026
Comprehensive Money Management Services LLC Coral Gables, FL 1/22/2026
Comprehensive Wealth Management, LLC Lynnwood, WA 2/11/2026
COMPTON CAPITAL MANAGEMENT INC /RI 8/9/2023
Compton Financial Group, LLC Towson, MD 2/5/2026
Compton Wealth Advisory Group, LLC Virginia Beach, VA 1/13/2026
Conatus Capital Management LP 2/14/2018
Concentric Capital Strategies, LP Stamford, CT 2/17/2026
CONCENTRIC WEALTH MANAGEMENT, LLC 11/13/2024
Concentrum Wealth Management San Jose, CA 2/4/2026
Concert Wealth Management Inc. 11/14/2017
CONCORD ASSET MANAGEMENT LLC 1/26/2015
Concord Asset Management, LLC/VA Abingdon, VA 1/29/2026
Concord Investment Counsel Inc. Irvine, CA 2/10/2026
Concord Wealth Partners Abingdon, VA 1/29/2026
Concorde Asset Management, LLC Ann Arbor, MI 2/13/2026
Concorde Financial Corp Dallas, TX 2/17/2026
Concourse Capital Management, LLC 2/14/2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 8/12/2025
Concurrent Investment Advisors, LLC Tampa, FL 1/29/2026
Condire Management, LP Dallas, TX 2/17/2026
CONDOR CAPITAL MANAGEMENT Martinsville, NJ 2/6/2026
Condorcet Global Opportunity Fund, LLC 2/17/2015
Conestoga Capital Advisors, LLC Wayne, PA 2/2/2026
CONFLUENCE INVESTMENT MANAGEMENT LLC St. Louis, MO 4/1/2026
Confluence Wealth Management LLC 10/26/2020
Confluence Wealth Services, Inc. Mcmurray, PA 1/28/2026
CONGRESS ASSET MANAGEMENT CO Boston, MA 1/9/2026
Congress Park Capital LLC Saratoga Springs, NY 1/14/2026
Congruence Capital, LLC Los Angeles, CA 2/13/2026
Conifer Management, L.L.C. New York, NY 2/13/2026
CONNABLE OFFICE INC Kalamazoo, MI 2/3/2026
Connacht Asset Management LP 11/14/2023
Connecticut Capital Management Group, LLC Milford, CT 2/9/2026
Connecticut Wealth Management, LLC Farmington, CT 2/12/2026
Connective Capital Management, LLC Palo Alto, CA 2/19/2026
Connective Portfolio Management, LLC New York, NY 1/12/2026
Connectus Wealth, LLC 5/14/2024
CONNING INC. Hartford, CT 2/5/2026
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 2/10/2026
CONNORS INVESTOR SERVICES INC Wyomissing, PA 2/9/2026
CONOCOPHILLIPS 10/11/2023
CONQUIS FINANCIAL LLC Milbrae, CA 2/11/2026
Conrad N. Hilton Foundation Westlake Village, CA 2/17/2026
Conrad Siegel Investment Advisors, Inc. Harrisburg, PA 1/14/2026
CONSCIOUS WEALTH INVESTMENTS, LLC Atlanta, GA 2/13/2026
Consector Capital, LP 11/14/2016
Conservest Capital Advisors, Inc. Wynnewood, PA 2/12/2026
CONSILIO WEALTH ADVISORS, LLC Bellevue, WA 3/19/2026
Consilium Investment Management, LLC 10/31/2019
Consilium Wealth Advisory, LLC Frisco, TX 1/26/2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC Burbank, CA 2/10/2026
Consolidated Investment Group LLC Englewood, CO 1/26/2026
Consolidated Portfolio Review Corp Woodbury, NY 1/26/2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD Sydney, C3 2/17/2026
Consonance Capital Management LP 11/14/2022
Constant Guidance Financial LLC Attleboro Falls, MA 2/10/2026
Constellation Investimentos e Participacoes Ltda 10/22/2025
Constellation Investments, Inc. Montgomery, OH 1/21/2026
Constellation Wealth Advisors, LLC 11/9/2015
Constitution Capital LLC Shelton, CT 4/8/2026
Consulta Ltd London, X0 2/17/2026
CONSULTIVA WEALTH MANAGEMENT, CORP. San Juan, PR 2/17/2026
Context Capital Management, LLC Lajolla, CA 2/13/2026
Context Partners Fund, L.P. 11/16/2020
CONTINENTAL ADVISORS LLC Park City, UT 2/12/2026
CONTINENTAL GENERAL INSURANCE CO Austin, TX 2/13/2026
CONTINENTAL GRAIN CO New York, NY 2/9/2026
CONTINENTAL INVESTORS SERVICES, INC. Longview, WA 2/23/2026
Continuum Advisory, LLC Eagle, ID 2/11/2026
CONTINUUM WEALTH ADVISORS, LLC Saratoga Springs, NY 2/4/2026
Contour Asset Management LLC New York, NY 2/17/2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. Greenwich, CT 2/13/2026
Contrarius Group Holdings Ltd Hamilton, D0 2/11/2026
Contrarius Investment Management Ltd 11/8/2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC. Norwell, MA 1/12/2026
Convector Capital Management, LP 11/14/2016
Convergence Financial, LLC Columbia, MO 2/11/2026
Convergence Investment Partners, LLC Palm Beach Gardens, FL 2/5/2026
Convergent Wealth Advisors 11/16/2015
Conversant Capital LLC Summit, NJ 2/17/2026
CONWAY CAPITAL MANAGEMENT, INC. Burbank, CA 2/6/2026
CONYERS INVESTMENTS LLC 2/12/2024
Cook & Bynum Capital Management, LLC Birmingham, AL 2/17/2026
Cook Street Consulting, Inc. 5/14/2024
Cook Wealth, LLC Raleigh, NC 2/5/2026
COOKE & BIELER LP Philadelphia, PA 2/9/2026
Cooke Wealth Management, LLC Irvine, CA 4/10/2026
Cooksen Wealth, LLC The Woodlands, TX 1/20/2026
COOKSON PEIRCE & CO INC Pittsburgh, PA 2/11/2026
Coombe, Bender & Co LLC 8/12/2024
Cooper Capital Advisors LLC Encinitas, CA 2/12/2026
COOPER CREEK PARTNERS MANAGEMENT LLC New York, NY 2/17/2026
Cooper Financial Group Irvine, CA 4/7/2026
COOPER INVESTORS PTY LTD Melbourne, Victoria, C3 1/14/2026
COOPER/HAIMS ADVISORS, LLC Victor, NY 2/11/2026
Cooperatieve Rabobank U.A. 2/12/2018
COOPERMAN LEON G Boca Raton, FL 2/17/2026
Coordinated Financial Services, Inc. Denver, CO 2/9/2026
Coordinated Financial Services, Inc./CO 5/16/2025
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 5/1/2019
Copeland Capital Management, LLC Conshohocken, PA 1/29/2026
Copernicus Capital Management, LLC 11/15/2021
Copia Wealth Management Bend, OR 2/6/2026
Copley Financial Group, Inc. San Diego, CA 2/17/2026
Copos Capital S.a r.l. Luxembourg, N4 2/23/2026
Coppell Advisory Solutions Corp. 5/16/2024
Coppell Advisory Solutions LLC Coppell, TX 2/17/2026
Copper Rock Capital Partners, LLC 10/19/2020
Copperleaf Capital, LLC 10/28/2025
Coppersmith Capital Management, LLC 11/9/2016
Copperwood Asset Management LP Houston, TX 2/17/2026
Copperwynd Financial, LLC 7/24/2025
Coquina Private Wealth LLC Port Charlotte, FL 1/29/2026
CORA CAPITAL ADVISORS LLC Marlton, NJ 1/28/2026
Corbenic Partners LLC 7/25/2022
CORBETT ROAD CAPITAL MANAGEMENT, LLC 8/10/2022
Corbin Capital Partners, L.P. 2/11/2025
CORBYN INVESTMENT MANAGEMENT INC/MD Lutherville, MD 1/13/2026
CORDA Investment Management, LLC. Houston, TX 2/3/2026
Cordant, Inc. Portland, OR 1/12/2026
Cordasco Financial Network 7/15/2022
Cordatus Wealth Management LLC Newtown, PA 1/26/2026
Cordoba Advisory Partners LLC New York, NY 2/13/2026
Core Alternative Capital Peachtree Corners, GA 2/2/2026
Core Wealth Advisors, Inc. Lakeland, FL 2/17/2026
CORE WEALTH ADVISORS, LLC Indianapolis, IN 2/10/2026
Core Wealth Management, Inc. Jupiter, FL 1/28/2026
Core Wealth Partners LLC Santa Rosa, CA 2/17/2026
Corebridge Financial, Inc. Houston, TX 2/11/2026
Corecam AG Zurich, V8 2/18/2026
Corecam Pte. Ltd. Singapore, U0 3/26/2026
CoreCap Advisors, LLC Southfield, MI 4/7/2026
CoreCommodity Management, LLC Stamford, CT 2/12/2026
CoreFirst Bank & Trust Topeka, KS 2/11/2026
COREPATH WEALTH PARTNERS LLC Scottsdale, AZ 4/10/2026
CoreView Capital Management Ltd Hong Kong, K3 2/17/2026
Corient Capital Partners, LLC 11/14/2022
Corient IA LLC Miami, FL 2/13/2026
Corient Private Wealth LLC Miami, FL 3/9/2026
Corigliano Investment Advisers, LLC Raleigh, NC 2/17/2026
Cormorant Asset Management, LP Boston, MA 2/17/2026
Cornell Pochily Investment Advisors, Inc. Ithaca, NY 1/20/2026
CORNELL UNIVERSITY 12/2/2024
CORNERCAP INVESTMENT COUNSEL INC Atlanta, GA 2/13/2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC Bethlehem, PA 2/11/2026
CORNERSTONE ADVISORS INC 5/12/2022
Cornerstone Advisors, Inc. 10/20/2020
Cornerstone Advisors, LLC Asheville, NC 2/13/2026
Cornerstone Advisory, LLC Hunt Valley, MD 1/28/2026
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 2/14/2018
CORNERSTONE CAPITAL MANAGEMENT LLC 11/3/2016
Cornerstone Capital, Inc. Palo Alto, CA 2/12/2026
CORNERSTONE ENTERPRISES, LLC Appleton, WI 1/28/2026
Cornerstone Financial Group, LLC /NE/ Omaha, NE 2/11/2026
Cornerstone Financial Management LLC Providence, RI 2/13/2026
Cornerstone Financial Partners, LLC 1/22/2018
Cornerstone Investment Partners, LLC Atlanta, GA 1/29/2026
Cornerstone Management, Inc. Duluth, GA 2/6/2026
Cornerstone National Bank & Trust Co Palatine, IL 1/29/2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC Charlottesville, VA 1/22/2026
CornerStone Partners LLC 11/9/2020
Cornerstone Planning Group LLC Fairfield, NJ 2/2/2026