Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Cruiser Capital Advisors, LLC Stamford, CT 5/15/2026
Crumly & Associates Inc. Springfield, IL 4/2/2026
Crusonia Wealth Advisors LLC Denver, CO 5/12/2026
CRUX WEALTH ADVISORS Long Beach, CA 4/24/2026
CRV, LLC 11/2/2022
Cryder Capital Partners LLP London, X0 5/6/2026
Crystal Cove Asset Management, LLC Newport Beach, CA 5/14/2026
Crystal Rock Capital Management Bannockburn, IL 5/4/2026
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 4/30/2026
CSM Advisors, LLC Warrendale, PA 5/15/2026
CSP Financial Group, LLC Scottsdale, AZ 5/8/2026
CSS LLC/IL Chicago, IL 5/15/2026
CSU Producer Resources, Inc. Fairfield, OH 5/11/2026
CT Financial Advisors LLC 4/7/2017
CTC Alternative Strategies, Ltd. Chicago, IL 5/21/2026
CTC Capital Management, LLC 5/5/2023
CTC LLC Chicago, IL 5/21/2026
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 5/12/2026
Cullen Capital Management, LLC New York, NY 5/15/2026
CULLEN INVESTMENT GROUP, LTD. Lafayette, LA 4/9/2026
CULLEN/FROST BANKERS, INC. San Antonio, TX 5/5/2026
CULLINAN ASSOCIATES INC Louisville, KY 5/1/2026
CULTIVAR CAPITAL, INC. Denton, TX 4/7/2026
CUMBERLAND ADVISORS INC Sarasota, FL 4/27/2026
Cumberland Partners Ltd Toronto, A6 5/14/2026
Cunning Capital Partners, LP Morrisville, NC 5/13/2026
Cupps Capital Management, LLC 10/11/2016
CURA WEALTH ADVISORS, LLC Chicago, IL 5/8/2026
Curat Global, LLC Springfield, NH 4/21/2026
Curated Wealth Partners LLC El Segundo, CA 4/9/2026
Curative Ventures V LLC Dallas, TX 4/29/2026
Curbstone Financial Management Corp Manchester, NH 4/15/2026
Curi Capital, LLC Chicago, IL 5/15/2026
Curi Wealth Management, LLC 5/15/2024
CURIAN CAPITAL LLC 7/6/2016
CURIO WEALTH, LLC Annapolis, MD 5/11/2026
Curran Financial Partners, LLC Daniel Island, SC 4/15/2026
Curry Webb Wealth Management LLC Indianapolis, IN 6/10/2026
Curtis Advisory Group, LLC Santa Barbara, CA 5/8/2026
CURTIS WEALTH MANAGEMENT LLC Henderson, NV 5/8/2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Dallas, TX 4/28/2026
Cushing Capital Partners, LLC Delafield, WI 4/20/2026
Custom Portfolio Group LLC 8/27/2024
Custos Family Office, LLC Greenwood Village, CO 2/17/2026
Cutler Capital Management, LLC Worcester, MA 5/15/2026
Cutler Group LLC / CA 4/19/2024
CUTLER INVESTMENT COUNSEL LLC Jacksonville, OR 5/7/2026
CUTLER OIL & GAS CORP/IL 2/8/2023
Cutter & CO Brokerage, Inc. Ballwin, MO 4/9/2026
Cutter Capital Management, LP 7/24/2025
CV Advisors LLC Aventura, FL 5/1/2026
CVA Family Office, LLC Denver, CO 4/29/2026
CVC Capital Partners VI Ltd 11/14/2024
CVC Management Holdings II Ltd. St. Helier, Y9 5/14/2026
CVentures, Inc. Greenwood Vlg, CO 5/14/2026
CVFG LLC Shelbyville, IN 4/29/2026
CVI Holdings, LLC 8/15/2024
CVS HEALTH Corp Woonsocket, RI 5/7/2026
CW Advisors, LLC 8/13/2025
CWA Asset Management Group, LLC Naples, FL 4/20/2026
CWC Advisors, LLC. Lake Oswego, OR 4/16/2026
CWH Capital Management, Inc. 2/2/2021
CWM, LLC Omaha, NE 5/14/2026
CWS Financial Advisors, LLC Kalamazoo, MI 4/27/2026
CX Institutional Auburn, IN 7/1/2026
CXI Advisors 1/27/2020
CYBER HORNET ETFs LLC St. Petersburg, FL 5/8/2026
Cygnus Capital Advisors, LLC Atlanta, GA 5/12/2026
Cyndeo Wealth Partners, LLC St. Petersburg, FL 4/13/2026
CYNOSURE ADVISORS, LLC 11/14/2018
Cynosure Group, LLC Salt Lake City, UT 5/13/2026
CYPRESS ASSET MANAGEMENT INC/TX Houston, TX 1/29/2026
Cypress Capital Group Palm Beach, FL 5/15/2026
CYPRESS CAPITAL MANAGEMENT LLC 2/10/2023
Cypress Capital Management LLC (WY) Sheridan, WY 5/8/2026
Cypress Capital, LLC Franklin, TN 4/28/2026
CYPRESS FINANCIAL PLANNING LLC Haddon Heights, NJ 4/15/2026
CYPRESS FUNDS LLC Los Angeles, CA 5/12/2026
CYPRESS GROWTH FUND III LP 10/26/2021
CYPRESS POINT INVESTMENT MANAGEMENT LP Mill Valley, CA 5/15/2026
Cypress Point Wealth Management, LLC Dallas, TX 4/13/2026
Cypress Wealth Advisors LLC 5/17/2019
Cypress Wealth Services, LLC Palm Desert, CA 4/15/2026
Cyr Financial Inc. Hennepin, IL 4/24/2026
CYRUS CAPITAL PARTNERS, L.P. New York, NY 5/28/2026
Cyrus J. Lawrence, LLC 5/15/2025
Czech National Bank Prague, 2N 4/13/2026
D L CARLSON INVESTMENT GROUP INC Concord, NH 5/13/2026
D'Orazio & Associates, Inc. Vienna, VA 5/7/2026
D. E. Shaw & Co., Inc. New York, NY 5/15/2026
D. SCOTT NEAL, INC. 10/28/2025
D.A. DAVIDSON & CO. Great Falls, MT 5/5/2026
D.B. Root & Company, LLC Pittsburgh, PA 5/12/2026
D.C. Capital Advisors, Ltd 2/12/2021
D1 Capital Partners L.P. New York, NY 5/15/2026
DAFNA Capital Management LLC Los Angeles, CA 5/15/2026
DAG Ventures, LLC Palo Alto, CA 5/14/2026
DAGCO, INC. Westlake, OH 4/20/2026
DAHRING | CUSMANO LLC Novi, MI 5/5/2026
Dai-ichi Life Holdings, Inc. 11/14/2025
Dai-ichi Life Insurance Company, Ltd Tokyo, M0 5/14/2026
Dai-ichi Life International Holdings LLC Tokyo, M0 5/14/2026
DAIDO LIFE INSURANCE CO Tokyo, M0 5/7/2026
DAILY JOURNAL CORP Los Angeles, CA 4/15/2026
Daiwa Capital Markets America Inc. New York, NY 2/13/2014
Daiwa SB Investments Ltd. 4/18/2019
Daiwa Securities Group Inc. Chiyoda Ku,Tokyo, M0 5/13/2026
Dakota Community Bank & Trust NA Hebron, ND 6/10/2026
Dakota Wealth Management Palm Beach Gardens, FL 5/7/2026
Dala Group, LLC Hoffman Estates, IL 6/18/2026
Dalal Street, LLC West Lake Hills, TX 5/14/2026
Dale Q Rice Investment Management Ltd Vancouver, WA 5/8/2026
DALTON GREINER HARTMAN MAHER & CO 8/16/2021
Dalton Investments, Inc. El Segundo, CA 5/12/2026
DAN L DUNCAN FOUNDATION 11/14/2024
Dana Investment Advisors, Inc. Brookfield, WI 5/14/2026
Danda Trouve Investment Management, Inc. 10/14/2022
Daner Wealth Management, LLC Alpharetta, GA 5/13/2026
Danica Pension, Livsforsikringsaktieselskab Copenhagen V, G7 5/12/2026
Daniel Devine & Co 7/18/2018
Daniels&Tansey,LLP 11/3/2023
Danmarks Nationalbank Copenhagen O, G7 5/7/2026
DANSKE BANK A/S Copenhagen V, G7 5/12/2026
Dantai Capital Ltd 12/4/2024
DARA CAPITAL US, INC. Miami, FL 4/30/2026
Darden Wealth Group Inc Ann Arbor, MI 5/8/2026
DARK FOREST CAPITAL MANAGEMENT LP New York, NY 5/15/2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Greenbrae, CA 5/15/2026
DARRELL & KING LLC 1/15/2021
Darrow Company, Inc. Needham, MA 4/20/2026
Darsana Capital Partners LP New York, NY 5/15/2026
DARUMA CAPITAL MANAGEMENT LLC 8/14/2019
Darwin Global Management, Ltd. St. Helier, Y9 5/15/2026
Darwin Wealth Management, LLC Tampa, FL 5/1/2026
Darwins River Capital, LP New York, NY 5/15/2026
Dash Acquisitions Inc. Woodland Hills, CA 5/8/2026
Data Collective II GP, LLC 11/14/2022
Data Collective IV GP, LLC Palo Alto, CA 5/15/2026
Dauntless Investment Group, LLC Milford, MI 5/14/2026
DAVENPORT & Co LLC Richmond, VA 4/15/2026
Daventry Group, LP New York, NY 5/15/2026
Davern Capital Partners, LP Ny, NY 5/14/2026
David J Yvars Group University Park, FL 4/8/2026
David Kennon Inc Sarasota, FL 4/28/2026
David Wealth Management LLC 7/22/2025
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 2/14/2019
Davide Leone & Partners Investment Co Ltd. 11/14/2024
DAVIDSON & GARRARD INC 11/7/2017
Davidson Capital Management Inc. Corpus Christi, TX 4/14/2026
DAVIDSON INVESTMENT ADVISORS Great Falls, MT 5/8/2026
Davidson Kahn Capital Management, LLC Sherman Oaks, CA 4/22/2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 11/14/2014
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP New York, NY 5/15/2026
DAVIDSON KEMPNER PARTNERS 5/15/2023
DAVIDSON TRUST CO Seattle, WA 4/20/2026
Davies Financial Advisors, Inc. Murrieta, CA 4/14/2026
Daviman Financial, LLC Fishers, IN 4/23/2026
Davis Asset Management, L.P. Sausalito, CA 5/15/2026
Davis Capital Management Jacksonville, FL 4/16/2026
DAVIS CAPITAL PARTNERS, LLC 8/12/2022
Davis Investment Partners, LLC Charlotte, NC 4/20/2026
DAVIS R M INC Portland, ME 5/13/2026
DAVIS SELECTED ADVISERS Tucson, AZ 5/7/2026
Davis Wealth Advisors, LLC Salem, NH 5/14/2026
DAVIS-REA LTD. Toronto, A6 4/30/2026
Day & Ennis, LLC 1/18/2024
Dayah Capital LLC Stamford, CT 5/19/2026
Daybright Advisory Services, Inc. Miami, FL 5/12/2026
DAYMARK WEALTH PARTNERS, LLC Cincinnati, OH 5/11/2026
Daytona Street Capital LLC Saint Louis, MO 4/10/2026
DB Fitzpatrick & Co, Inc Boise, ID 4/27/2026
DB Wealth Management Group, LLC 1/9/2024
DB&C Advisors, LLC Holland, MI 4/24/2026
DBA TRADING, LLC Fort Lauderdale, FL 5/8/2026
DBK Financial Counsel, LLC Cuyahoga Falls, OH 6/3/2026
DC Funds, LP Mclean, VA 5/14/2026
DC Investments Management, LLC Mclean, VA 5/14/2026
DCF Advisers, LLC Mount Pleasant, SC 5/11/2026
DCM Advisors, LLC New York, NY 5/15/2026
DCM Hybrid RMB Fund International, Ltd. 8/17/2021
DCM International IV, Ltd 8/17/2021
DCM International V, Ltd 11/7/2018
DCM International VI, Ltd. 10/28/2022
DCVC Bio GP, LLC 11/14/2022
DCVC Opportunity Fund II GP, LLC Palo Alto, CA 5/15/2026
DDD Partners, LLC Bellevue, WA 4/28/2026
DDFG, Inc Thousand Oaks, CA 4/22/2026
DE BURLO GROUP INC Boston, MA 5/14/2026
De Lisle Partners LLP Poole, X0 5/13/2026
Dean Capital Management Overland Park, KS 5/15/2026
DEAN INVESTMENT ASSOCIATES, LLC Beavercreek, OH 5/15/2026
Dean, Jacobson Financial Services, LLC Fort Worth, TX 4/28/2026
Deane Retirement Strategies, Inc. New Orleans, LA 4/7/2026
DEARBORN CAPITAL MANAGEMENT LLC 11/1/2018