Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Cornerstone Planning, LLC Charlotte, NC 3/17/2026
Cornerstone Retirement Group, Inc. 10/26/2023
Cornerstone Select Advisors, LLC St. Louis, MO 2/10/2026
Cornerstone Wealth Advisors, Inc. Edina, MN 4/9/2026
Cornerstone Wealth Group, LLC Huntersville, NC 1/26/2026
Cornerstone Wealth Management, LLC St. Peters, MO 2/5/2026
Cornerstone Wealth Partners, LLC Okemos, MI 2/17/2026
Coronation Asset Management (Pty) Ltd. 5/9/2016
Coronation Fund Managers Ltd. Cape Town, T3 1/29/2026
Corps Capital Advisors, LLC Southlake, TX 2/13/2026
CORRADO ADVISORS, LLC Ramsey, NJ 2/10/2026
Corre Partners Management, LLC New York, NY 2/13/2026
CORRECT CAPITAL WEALTH MANAGEMENT Clayton, MO 2/12/2026
Corriente Advisors, LLC 2/14/2024
Corrigan Financial, Inc. 4/15/2025
Corsair Capital LLC 11/14/2022
CORSAIR CAPITAL MANAGEMENT, L.P. New York, NY 2/17/2026
Corsicana & Co. Corsicana, TX 1/7/2026
Cortex Capital Management LLC 8/14/2015
Cortina Asset Management, LLC 7/2/2019
CORTLAND ADVISERS LLC 11/13/2019
CORTLAND ASSOCIATES INC/MO St Louis, MO 1/28/2026
Corton Capital Inc. 11/14/2025
Corundum Group, Inc. Colorado Springs, CO 1/12/2026
Corundum Trust Company, INC Sioux Falls, SD 1/20/2026
Corus Family Wealth Advisors Mckinney, TX 2/4/2026
Corvex Management LP New York, NY 2/17/2026
Cosmic Management, LLC West Hollywood, CA 2/25/2026
Cosner Financial Group, LLC Windsor, CO 1/30/2026
Costello Asset Management, INC Feasterville, PA 2/3/2026
Coston, McIsaac & Partners Bar Harbor, ME 2/3/2026
Cota Capital Management, LLC San Francisco, CA 2/17/2026
Cottage Street Advisors LLC Marion, MA 1/26/2026
COTTONWOOD CAPITAL ADVISORS, LLC Salt Lake City, UT 1/14/2026
Cougar Global Investments Ltd 10/6/2020
Coulter & Justus Financial Services, LLC 5/3/2024
Council Ring Capital, LLC Northbrook, IL 2/17/2026
Councilmark Asset Management, LLC Knoxville, TN 2/9/2026
Counsel Portfolio Services Inc. 8/12/2016
Counterpoint Mutual Funds LLC San Diego, CA 2/12/2026
Counterweight Ventures, LLC Wilmington, NC 1/15/2026
COUNTRY CLUB BANK 10/8/2025
Country Club Trust Company, n.a. 1/21/2022
COUNTRY TRUST BANK Bloomington, IL 4/10/2026
Coupland Cardiff Asset Management LLP 2/16/2016
COURAGE CAPITAL MANAGEMENT LLC Nashville, TN 2/17/2026
Courage Miller Partners, LLC Norfolk, VA 1/26/2026
Courant Investment Management LLC Franklin, TN 1/22/2026
COURIER CAPITAL LLC Buffalo, NY 1/29/2026
Court Place Advisors, LLC 11/25/2025
Coury Firm Asset Management LLC 11/13/2023
Covalent Partners LLC Concord, MA 2/17/2026
Covalis (Gibraltar) Ltd Midtown, J1 2/17/2026
Covalis Capital LLP London, X0 2/17/2026
Cove Private Wealth, LLC Oyster Bay Cove, NY 1/23/2026
Cove Street Capital, LLC 11/13/2025
Covea Finance Paris, I0 1/7/2026
Covenant Asset Management, LLC Chester, NJ 1/30/2026
Covenant Multifamily Offices, LLC 10/21/2021
Covenant Partners, LLC Nashville, TN 1/26/2026
Covestor Ltd Boston, MA 2/6/2026
Covey Capital Advisors, LLC 8/4/2025
Covington Capital Management 11/15/2022
Covington Investment Advisors Inc. Ligonier, PA 2/17/2026
COWA, LLC Tulsa, OK 2/12/2026
COWBIRD CAPITAL LP New York, NY 2/17/2026
COWEN AND COMPANY, LLC 2/14/2025
COWEN INC. 8/16/2019
Cowen Investment Management LLC 5/15/2025
Cowen Prime Advisors LLC 7/31/2023
Cowen Prime Services LLC 7/16/2021
Cox Capital Mgt LLC Andover, MA 1/14/2026
Coyle Financial Counsel LLC Glenview, IL 2/10/2026
COZAD ASSET MANAGEMENT INC Champaign, IL 2/13/2026
CPA Asset Management Group, LLC West Palm Beach, FL 1/13/2026
CPC Advisors, LLC Atlanta, GA 1/28/2026
CPMG Inc Dallas, TX 2/17/2026
CPR Investments Inc. Rochester, MI 1/14/2026
CPV Partners, LLC Stamford, CT 2/17/2026
CPWM, LLC 11/14/2022
CQS (US), LLC 8/6/2024
CQS Cayman LP 11/12/2019
CR Intrinsic Investors, LLC 11/16/2015
CRA Financial Services, LLC Northfield, NJ 4/9/2026
Crabel Capital Management, LLC Milwaukee, WI 2/17/2026
CRAFT VENTURES GP I, LLC 11/4/2022
Craft Ventures GP II, LLC 11/4/2022
Crake Asset Management LLP London, X0 2/10/2026
CRAMER ROSENTHAL MCGLYNN LLC Stamford, CT 2/13/2026
Cranberry Lake Advisors LLC 11/2/2018
Cranbrook Wealth Management, LLC Bloomfield Hills, MI 1/28/2026
Crane Advisory, LLC Fullerton, CA 1/15/2026
Cravens & Co Advisors, LLC Cookeville, TN 2/10/2026
Crawford Fund Management, LLC Boston, MA 2/17/2026
CRAWFORD INVESTMENT COUNSEL INC Atlanta, GA 2/17/2026
Crawford Lake Capital Management, LLC 5/15/2023
CRCM LP San Francisco, CA 2/13/2026
Creative Capital Management Investments LLC San Diego, CA 1/23/2026
CREATIVE FINANCIAL DESIGNS INC /ADV Kokomo, IN 2/6/2026
Creative Planning Overland Park, KS 2/17/2026
CreativeOne Wealth, LLC Overland Park, KS 2/13/2026
Credential Qtrade Securities Inc. 7/21/2025
Credential Securities Inc. 7/21/2025
CREDIT AGRICOLE S A Montrouge Cedex, I0 2/17/2026
Credit Capital Investments LLC Livingston, NJ 2/3/2026
CREDIT INDUSTRIEL ET COMMERCIAL Paris France, I0 2/3/2026
CREDIT SUISSE AG/ 5/10/2024
Credo Capital Management, LLC Baltimore, MD 1/24/2014
Creegan & Nassoura Financial Group, LLC Portsmouth, NH 2/17/2026
Creek Drive Management Group LLC San Francisco, CA 3/24/2026
Creekmur Asset Management LLC 11/12/2025
Creekside Partners Petaluma, CA 2/13/2026
Crescent Capital Consulting, LLC 1/18/2022
Crescent Capital Group LP 11/14/2016
Crescent Grove Advisors, LLC Lake Forest, IL 2/11/2026
Crescent Park Management, L.P. East Palo Alto, CA 2/13/2026
Crescent Sterling, Ltd. Metairie, LA 4/7/2026
Cresset Asset Management, LLC Chicago, IL 2/17/2026
Cresta Advisors, Ltd. Laredo, TX 2/3/2026
Crestline Management, LP Fort Worth, TX 2/17/2026
Crestmont Private Wealth LLC Houston, TX 2/10/2026
Crestone Asset Management LLC 7/23/2024
CrestPoint Capital Management, LLC 1/17/2018
Crestview Partners GP, L.P. 2/9/2016
Crestview Partners II GP, L.P. New York, NY 2/13/2026
Crestview Partners III GP, L.P. New York, NY 2/13/2026
Crestview Partners IV GP, L.P. New York, NY 2/13/2026
Crestwood Advisors Group, LLC Boston, MA 2/3/2026
Crestwood Capital Management, L.P. New York, NY 2/11/2026
Crew Capital Management, Ltd Cincinnati, OH 1/16/2026
Crewe Advisors LLC Salt Lake City, UT 1/16/2026
Crews Bank & Trust Port Charlotte, FL 1/21/2026
Cria, Inc. New York, NY 2/17/2026
Cribstone Capital Management, LLC 2/14/2023
CRITERIA CAIXA, S.A.U. Barcelona, U3 2/17/2026
CRITERION CAPITAL ADVISORS, LLC 2/10/2025
CRITERION CAPITAL MANAGEMENT LLC 11/14/2018
CROBAN Fremont, OH 2/13/2026
Crocodile Capital Partners GmbH Ursensollen, 2M 4/9/2026
CROFT-LEOMINSTER INC 3/6/2018
Cromwell Holdings LLC Jackson, WY 1/20/2026
CROSBY Co OF NEW HAMPSHIRE LLC Salem, NH 2/6/2026
Cross Creek Advisors, LLC 2/13/2023
Cross Staff Investments Inc Pittsford, NY 2/27/2026
CrossGen Wealth, LLC Greenville, NC 2/19/2026
Crossingbridge Advisors, LLC Pleasantville, NY 2/13/2026
CROSSLINK CAPITAL INC Menlo Park, CA 2/17/2026
Crossmark Global Holdings, Inc. Houston, TX 2/3/2026
Crosspoint Capital Strategies, LLC 2/13/2023
CROSSPOINT FINANCIAL, LLC Tustin, CA 2/5/2026
Crossvault Capital Management LLC 8/8/2022
Crow Point Partners, LLC 2/14/2020
Crow's Nest Holdings LP Richmond, VA 2/17/2026
CROWLEY WEALTH MANAGEMENT, INC. Wilmington, DE 1/16/2026
CROWN ADVISORS MANAGEMENT, INC. Larkspur, CA 1/28/2026
Crown Oak Advisors, LLC Piedmont, CA 1/20/2026
Crown Wealth Group, LLC Charlotte, NC 1/28/2026
Cruiser Capital Advisors, LLC Stamford, CT 2/12/2026
Crumly & Associates Inc. Springfield, IL 4/2/2026
Crusonia Wealth Advisors LLC Denver, CO 2/18/2026
CRUX WEALTH ADVISORS Long Beach, CA 1/21/2026
CRV, LLC 11/2/2022
Cryder Capital Partners LLP London, X0 2/3/2026
Crystal Rock Capital Management Bannockburn, IL 1/27/2026
Crystalline Management Inc. 11/8/2024
CS MCKEE LP 2/14/2020
CSat Investment Advisory, L.P. 5/13/2021
Csenge Advisory Group Clearwater, FL 2/6/2026
CSM Advisors, LLC Warrendale, PA 2/11/2026
CSS LLC/IL Chicago, IL 2/17/2026
CSU Producer Resources, Inc. Fairfield, OH 2/12/2026
CT Financial Advisors LLC 4/7/2017
CTC Alternative Strategies, Ltd. Chicago, IL 2/18/2026
CTC Capital Management, LLC 5/5/2023
CTC LLC Chicago, IL 2/18/2026
Cubic Asset Management, LLC 4/24/2024
Cubist Systematic Strategies, LLC 11/14/2025
CUE ADVISORY SERVICES, INC. 10/15/2019
CULBERTSON A N & CO INC Charlottesville, VA 1/21/2026
Cullen Capital Management, LLC New York, NY 2/13/2026
CULLEN INVESTMENT GROUP, LTD. Lafayette, LA 4/9/2026
CULLEN/FROST BANKERS, INC. San Antonio, TX 2/6/2026
CULLINAN ASSOCIATES INC Louisville, KY 1/30/2026
CULTIVAR CAPITAL, INC. Denton, TX 4/7/2026
CUMBERLAND ADVISORS INC Sarasota, FL 2/2/2026
Cumberland Partners Ltd Toronto, A6 2/6/2026
Cunning Capital Partners, LP Morrisville, NC 2/11/2026
Cupps Capital Management, LLC 10/11/2016
CURA WEALTH ADVISORS, LLC Chicago, IL 1/23/2026
Curat Global, LLC Springfield, NH 2/6/2026
Curated Wealth Partners LLC El Segundo, CA 4/9/2026
Curative Ventures V LLC Dallas, TX 2/3/2026
Curbstone Financial Management Corp Manchester, NH 1/23/2026
Curi Capital, LLC Chicago, IL 2/17/2026
Curi Wealth Management, LLC 5/15/2024
CURIAN CAPITAL LLC 7/6/2016
CURIO WEALTH, LLC Annapolis, MD 2/11/2026
Curran Financial Partners, LLC Daniel Island, SC 1/22/2026
Curtis Advisory Group, LLC Santa Barbara, CA 1/23/2026
CURTIS WEALTH MANAGEMENT LLC Henderson, NV 2/11/2026