Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
COOPER/HAIMS ADVISORS, LLC Victor, NY 8/14/2026
Cooperatieve Rabobank U.A. 2/12/2018
COOPERMAN LEON G Boca Raton, FL 8/14/2026
Coordinated Financial Services, Inc. Denver, CO 5/1/2026
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 8/4/2026
Copernicus Capital Management, LLC 11/15/2021
Copia Wealth Management Bend, OR 8/17/2026
Copley Financial Group, Inc. San Diego, CA 8/11/2026
Copos Capital B.V. Amsterdam, P7 8/12/2026
Coppell Advisory Solutions Corp. 5/16/2024
Coppell Advisory Solutions LLC Coppell, TX 8/14/2026
Copper Harbor Investment Advisors, LLC Appleton, WI 7/23/2026
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 8/13/2026
Copperwynd Financial, LLC 7/24/2025
Coquina Private Wealth LLC Port Charlotte, FL 7/29/2026
CORA CAPITAL ADVISORS LLC Marlton, NJ 7/24/2026
Coral Wealth Management, LLC Miami, FL 8/4/2026
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 8/6/2026
CORDA Investment Management, LLC. Houston, TX 8/6/2026
Cordant, Inc. Portland, OR 7/14/2026
Cordasco Financial Network 7/15/2022
Cordatus Wealth Management LLC Newtown, PA 7/29/2026
Cordgrass Capital Advisors, LLC Raleigh, NC 8/6/2026
Cordoba Advisory Partners LLC New York, NY 7/21/2026
Core Alternative Capital Peachtree Corners, GA 8/14/2026
Core Wealth Advisors, Inc. Lakeland, FL 8/11/2026
CORE WEALTH ADVISORS, LLC Indianapolis, IN 8/4/2026
Core Wealth Management, Inc. Jupiter, FL 7/29/2026
Core Wealth Partners LLC Santa Rosa, CA 7/17/2026
Corebridge Financial, Inc. Houston, TX 8/5/2026
Corecam AG Zurich, V8 7/17/2026
Corecam Pte. Ltd. Singapore, U0 7/14/2026
CoreCap Advisors, LLC Southfield, MI 7/6/2026
CoreCommodity Management, LLC Stamford, CT 8/14/2026
CoreFirst Bank & Trust Topeka, KS 8/5/2026
COREPATH WEALTH PARTNERS LLC Scottsdale, AZ 7/9/2026
CoreView Capital Management Ltd Hong Kong, K3 8/13/2026
Corient Capital Partners, LLC 11/14/2022
Corient IA LP Miami, FL 8/12/2026
Corient Private Wealth LP Miami, FL 8/17/2026
Corigliano Investment Advisers, LLC Raleigh, NC 5/15/2026
Cormorant Asset Management, LP Boston, MA 8/14/2026
Cornell Pochily Investment Advisors, Inc. Ithaca, NY 7/15/2026
CORNELL UNIVERSITY 12/2/2024
CORNERCAP INVESTMENT COUNSEL INC Atlanta, GA 2/13/2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC Bethlehem, PA 8/11/2026
CORNERSTONE ADVISORS INC 5/12/2022
Cornerstone Advisors, Inc. 10/20/2020
Cornerstone Advisors, LLC Asheville, NC 8/7/2026
Cornerstone Advisory, LLC Hunt Valley, MD 7/29/2026
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 2/14/2018
CORNERSTONE CAPITAL MANAGEMENT LLC 11/3/2016
Cornerstone Capital, Inc. Palo Alto, CA 8/3/2026
CORNERSTONE ENTERPRISES, LLC Appleton, WI 7/23/2026
Cornerstone Financial Group, LLC /NE/ Omaha, NE 8/11/2026
Cornerstone Financial Management LLC Burlington, MA 8/12/2026
Cornerstone Financial Partners, LLC 1/22/2018
Cornerstone Investment Partners, LLC Atlanta, GA 8/7/2026
Cornerstone Management, Inc. Duluth, GA 7/16/2026
Cornerstone National Bank & Trust Co Palatine, IL 7/21/2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC Charlottesville, VA 7/30/2026
CornerStone Partners LLC 11/9/2020
Cornerstone Planning Group LLC Fairfield, NJ 7/29/2026
Cornerstone Planning, LLC Charlotte, NC 7/29/2026
Cornerstone Retirement Group, Inc. 10/26/2023
Cornerstone Select Advisors, LLC St. Louis, MO 8/5/2026
Cornerstone Wealth Advisors, Inc. Edina, MN 7/17/2026
Cornerstone Wealth Group, LLC Huntersville, NC 7/27/2026
Cornerstone Wealth Management, LLC St. Peters, MO 7/22/2026
Cornerstone Wealth Partners, LLC Okemos, MI 8/3/2026
Cornerstone Wealth, LLC/TN Greeneville, TN 7/29/2026
Coronation Asset Management (Pty) Ltd. 5/9/2016
Coronation Fund Managers Ltd. Cape Town, T3 7/27/2026
Corps Capital Advisors, LLC Southlake, TX 7/22/2026
CORRADO ADVISORS, LLC Ramsey, NJ 7/29/2026
Corre Partners Management, LLC New York, NY 8/13/2026
CORRECT CAPITAL WEALTH MANAGEMENT Clayton, MO 8/4/2026
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 8/14/2026
Corsicana & Co. Corsicana, TX 7/24/2026
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 7/28/2026
Corton Capital Inc. 11/14/2025
Corundum Group, Inc. Colorado Springs, CO 8/7/2026
Corundum Trust Company, INC Sioux Falls, SD 7/29/2026
Corus Family Wealth Advisors Mckinney, TX 7/30/2026
Corvex Management LP New York, NY 8/14/2026
Cosmic Management, LLC West Hollywood, CA 8/13/2026
Cosner Financial Group, LLC Windsor, CO 8/10/2026
Costello Asset Management, INC Feasterville, PA 7/28/2026
Coston, McIsaac & Partners Bar Harbor, ME 8/12/2026
Cota Capital Management, LLC San Francisco, CA 2/17/2026
Cottage Street Advisors LLC Marion, MA 7/20/2026
COTTONWOOD CAPITAL ADVISORS, LLC Salt Lake City, UT 7/23/2026
Cougar Global Investments Ltd 10/6/2020
Coulter & Justus Financial Services, LLC 5/3/2024
Council Ring Capital, LLC Northbrook, IL 8/14/2026
Councilmark Asset Management, LLC Knoxville, TN 8/11/2026
Councilor Wealth, LLC Bethesda, MD 7/21/2026
Counsel Portfolio Services Inc. 8/12/2016
Counterpoint Mutual Funds LLC San Diego, CA 7/20/2026
Counterweight Ventures, LLC Wilmington, NC 7/23/2026
COUNTRY CLUB BANK 10/8/2025
Country Club Trust Company, n.a. 1/21/2022
COUNTRY TRUST BANK Bloomington, IL 7/15/2026
Coupland Cardiff Asset Management LLP 2/16/2016
COURAGE CAPITAL MANAGEMENT LLC Nashville, TN 8/11/2026
Courage Miller Partners, LLC Norfolk, VA 7/23/2026
Courant Investment Management LLC Franklin, TN 7/14/2026
COURIER CAPITAL LLC Buffalo, NY 7/16/2026
Court Place Advisors, LLC 11/25/2025
Coury Firm Asset Management LLC 11/13/2023
Covalent Partners LLC Concord, MA 5/15/2026
Covalis (Gibraltar) Ltd Midtown, J1 8/13/2026
Covalis Capital LLP London, X0 8/13/2026
Cove Private Wealth, LLC Oyster Bay Cove, NY 7/31/2026
Cove Street Capital, LLC 11/13/2025
Covea Finance Paris, I0 7/13/2026
Covenant Asset Management, LLC Chester, NJ 7/20/2026
Covenant Multifamily Offices, LLC 10/21/2021
Covenant Partners, LLC Nashville, TN 7/15/2026
Covestor Ltd London, X0 8/7/2026
Covey Capital Advisors, LLC 8/4/2025
Covington Capital Management 11/15/2022
Covington Investment Advisors Inc. Ligonier, PA 8/13/2026
COWA, LLC Tulsa, OK 8/5/2026
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 7/14/2026
Coyle Financial Counsel LLC Glenview, IL 8/7/2026
COZAD ASSET MANAGEMENT INC Champaign, IL 8/14/2026
CPA Asset Management Group, LLC West Palm Beach, FL 7/9/2026
CPC Advisors, LLC Atlanta, GA 7/24/2026
CPMG Inc Dallas, TX 5/15/2026
CPR Investments Inc. Rochester, MI 7/14/2026
CPV Partners, LLC Stamford, CT 8/14/2026
CPWA, LLC Hood River, OR 7/30/2026
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 7/24/2026
Crabel Capital Management, LLC Milwaukee, WI 8/13/2026
CRAFT VENTURES GP I, LLC 11/4/2022
Craft Ventures GP II, LLC 11/4/2022
Crake Asset Management LLP London, X0 8/10/2026
CRAMER ROSENTHAL MCGLYNN LLC Stamford, CT 8/13/2026
Cranberry Lake Advisors LLC 11/2/2018
Cranbrook Wealth Management, LLC Bloomfield Hills, MI 8/6/2026
Crane Advisory, LLC Fullerton, CA 7/17/2026
Cravens & Co Advisors, LLC Cookeville, TN 8/12/2026
Crawford Fund Management, LLC Boston, MA 8/14/2026
CRAWFORD INVESTMENT COUNSEL INC Atlanta, GA 8/14/2026
Crawford Lake Capital Management, LLC 5/15/2023
CRCM LP San Francisco, CA 8/18/2026
Creative Capital Management Investments LLC San Diego, CA 7/24/2026
CREATIVE FINANCIAL DESIGNS INC /ADV Kokomo, IN 7/28/2026
Creative Planning Overland Park, KS 8/13/2026
CreativeOne Wealth, LLC Overland Park, KS 8/13/2026
Credential Qtrade Securities Inc. 7/21/2025
Credential Securities Inc. 7/21/2025
CREDIT AGRICOLE S A Montrouge Cedex, I0 8/14/2026
Credit Capital Investments LLC Livingston, NJ 7/14/2026
CREDIT INDUSTRIEL ET COMMERCIAL Paris France, I0 7/24/2026
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 8/13/2026
Creekmur Asset Management LLC Morton, IL 8/7/2026
Creekside Partners Petaluma, CA 7/30/2026
Crescent Capital Consulting, LLC 1/18/2022
Crescent Capital Group LP 11/14/2016
Crescent Grove Advisors, LLC Lake Forest, IL 8/10/2026
Crescent Park Management, L.P. Los Altos, CA 8/14/2026
Crescent Sterling, Ltd. Metairie, LA 7/7/2026
Cresset Asset Management, LLC Chicago, IL 8/14/2026
Cresta Advisors, Ltd. Laredo, TX 7/22/2026
Crestline Management, L.P. Fort Worth, TX 8/14/2026
Crestmont Private Wealth LLC Houston, TX 8/7/2026
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 8/13/2026
Crestview Partners III GP, L.P. New York, NY 8/13/2026