Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Crestview Partners IV GP, L.P. New York, NY 8/13/2026
Crestwood Advisors Group, LLC Boston, MA 8/3/2026
Crestwood Capital Management, L.P. New York, NY 8/10/2026
Crew Capital Management, Ltd Cincinnati, OH 8/3/2026
Crewe Advisors LLC Salt Lake City, UT 7/23/2026
Crews Bank & Trust Port Charlotte, FL 7/16/2026
Cria, Inc. New York, NY 8/14/2026
Cribstone Capital Management, LLC 2/14/2023
CRITERIA CAIXA, S.A.U. Barcelona, U3 7/24/2026
CRITERION CAPITAL ADVISORS, LLC 2/10/2025
CRITERION CAPITAL MANAGEMENT LLC 11/14/2018
CROBAN Fremont, OH 8/3/2026
Crocodile Capital Partners GmbH Ursensollen, 2M 7/7/2026
CROFT-LEOMINSTER INC 3/6/2018
Cromwell Holdings LLC Jackson, WY 7/13/2026
CROSBY Co OF NEW HAMPSHIRE LLC Salem, NH 8/7/2026
Cross Creek Advisors, LLC 2/13/2023
Cross Staff Investments Inc Pittsford, NY 7/22/2026
CrossGen Wealth, LLC Greenville, NC 7/24/2026
Crossingbridge Advisors, LLC Pleasantville, NY 8/13/2026
CROSSLINK CAPITAL INC Menlo Park, CA 8/14/2026
Crossmark Global Holdings, Inc. Houston, TX 7/16/2026
Crosspoint Capital Strategies, LLC 2/13/2023
CROSSPOINT FINANCIAL, LLC Tustin, CA 8/7/2026
Crossvault Capital Management LLC 8/8/2022
Crow Point Partners, LLC 2/14/2020
Crow's Nest Holdings LP Richmond, VA 8/14/2026
CROWLEY WEALTH MANAGEMENT, INC. Wilmington, DE 1/16/2026
CROWN ADVISORS MANAGEMENT, INC. Larkspur, CA 8/6/2026
Crown Oak Advisors, LLC Piedmont, CA 7/17/2026
Crown Wealth Group, LLC Charlotte, NC 7/21/2026
Cruiser Capital Advisors, LLC Stamford, CT 8/14/2026
Crumly & Associates Inc. Springfield, IL 7/8/2026
Crusonia Wealth Advisors LLC Denver, CO 7/30/2026
CRUX WEALTH ADVISORS Long Beach, CA 7/21/2026
CRV, LLC 11/2/2022
Cryder Capital Partners LLP London, X0 8/4/2026
Crystal Cove Asset Management, LLC Newport Beach, CA 8/12/2026
Crystal Rock Capital Management Bannockburn, IL 8/3/2026
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 8/10/2026
CSM Advisors, LLC Warrendale, PA 8/14/2026
CSP Financial Group, LLC Scottsdale, AZ 7/27/2026
CSS LLC/IL Chicago, IL 8/14/2026
CSU Producer Resources, Inc. Fairfield, OH 8/6/2026
CT Financial Advisors LLC 4/7/2017
CTC Alternative Strategies, Ltd. Chicago, IL 8/13/2026
CTC Capital Management, LLC 5/5/2023
CTC LLC Chicago, IL 8/13/2026
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 7/29/2026
Cullen Capital Management, LLC New York, NY 8/13/2026
CULLEN INVESTMENT GROUP, LTD. Lafayette, LA 7/9/2026
CULLEN/FROST BANKERS, INC. San Antonio, TX 7/27/2026
CULLINAN ASSOCIATES INC Louisville, KY 7/29/2026
CULTIVAR CAPITAL, INC. Denton, TX 7/7/2026
CUMBERLAND ADVISORS INC Sarasota, FL 7/21/2026
Cumberland Partners Ltd Toronto, A6 8/6/2026
Cunning Capital Partners, LP Morrisville, NC 8/11/2026
Cupps Capital Management, LLC 10/11/2016
CURA WEALTH ADVISORS, LLC Chicago, IL 8/6/2026
Curat Global, LLC Springfield, NH 7/22/2026
Curated Wealth Partners LLC El Segundo, CA 8/14/2026
Curative Ventures V LLC Dallas, TX 7/31/2026
Curbstone Financial Management Corp Manchester, NH 7/14/2026
Curi Capital, LLC Chicago, IL 8/14/2026
Curi Wealth Management, LLC 5/15/2024
CURIAN CAPITAL LLC 7/6/2016
CURIO WEALTH, LLC Annapolis, MD 8/7/2026
Curran Financial Partners, LLC Daniel Island, SC 8/12/2026
Curry Webb Wealth Management LLC Indianapolis, IN 8/13/2026
Curtis Advisory Group, LLC Santa Barbara, CA 7/29/2026
CURTIS WEALTH MANAGEMENT LLC Henderson, NV 8/3/2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Dallas, TX 7/28/2026
Cushing Capital Partners, LLC Delafield, WI 7/29/2026
Custom Portfolio Group LLC 8/27/2024
Custos Family Office, LLC Austin, TX 8/19/2026
Cutler Capital Management, LLC Worcester, MA 8/14/2026
Cutler Group LLC / CA 4/19/2024
CUTLER INVESTMENT COUNSEL LLC Jacksonville, OR 7/14/2026
CUTLER OIL & GAS CORP/IL 2/8/2023
Cutter & CO Brokerage, Inc. Ballwin, MO 7/15/2026
Cutter Capital Management, LP 7/24/2025
CV Advisors LLC Aventura, FL 7/21/2026
CVA Family Office, LLC Denver, CO 8/7/2026
CVC Capital Partners VI Ltd 11/14/2024
CVC Management Holdings II Ltd. St. Helier, Y9 8/14/2026
CVentures, Inc. Greenwood Vlg, CO 8/12/2026
CVFG LLC Shelbyville, IN 8/11/2026
CVI Holdings, LLC 8/15/2024
CVS HEALTH Corp Woonsocket, RI 8/6/2026
CW Advisors, LLC 8/13/2025
CWA Asset Management Group, LLC Naples, FL 7/14/2026
CWC Advisors, LLC. Lake Oswego, OR 7/21/2026
CWH Capital Management, Inc. 2/2/2021
CWM, LLC Omaha, NE 5/14/2026
CWS Financial Advisors, LLC Kalamazoo, MI 7/30/2026
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 7/21/2026
CYNOSURE ADVISORS, LLC 11/14/2018
Cynosure Group, LLC Salt Lake City, UT 8/5/2026
CYPRESS ASSET MANAGEMENT INC/TX Houston, TX 8/7/2026
Cypress Capital Group Palm Beach, FL 8/5/2026
CYPRESS CAPITAL MANAGEMENT LLC 2/10/2023
Cypress Capital Management LLC (WY) Sheridan, WY 8/6/2026
Cypress Capital, LLC Franklin, TN 7/17/2026
CYPRESS FINANCIAL PLANNING LLC Haddon Heights, NJ 7/9/2026
CYPRESS FUNDS LLC Los Angeles, CA 8/6/2026
CYPRESS GROWTH FUND III LP 10/26/2021
CYPRESS POINT INVESTMENT MANAGEMENT LP Mill Valley, CA 8/13/2026
Cypress Point Wealth Management, LLC Dallas, TX 7/17/2026
Cypress Wealth Advisors LLC 5/17/2019
Cypress Wealth Services, LLC Palm Desert, CA 7/10/2026
Cyr Financial Inc. Hennepin, IL 7/20/2026
CYRUS CAPITAL PARTNERS, L.P. New York, NY 8/14/2026
Cyrus J. Lawrence, LLC 5/15/2025
Czech National Bank Prague, 2N 7/8/2026
D L CARLSON INVESTMENT GROUP INC Concord, NH 8/11/2026
D'Orazio & Associates, Inc. Vienna, VA 7/28/2026
D. E. Shaw & Co., Inc. New York, NY 8/14/2026
D. SCOTT NEAL, INC. 10/28/2025
D.A. DAVIDSON & CO. Great Falls, MT 7/24/2026
D.B. Root & Company, LLC Pittsburgh, PA 8/13/2026
D.C. Capital Advisors, Ltd 2/12/2021
D1 Capital Partners L.P. New York, NY 8/14/2026
DAFNA Capital Management LLC Los Angeles, CA 8/14/2026
DAG Ventures, LLC Palo Alto, CA 8/11/2026
DAGCO, INC. Westlake, OH 7/10/2026
DAHRING | CUSMANO LLC Novi, MI 7/28/2026
Dai-ichi Life Holdings, Inc. 11/14/2025
DAIDO LIFE INSURANCE CO Tokyo, M0 8/4/2026
Daiichi Life Insurance Co., Ltd. Tokyo, M0 8/12/2026
Daiichi Life International Holdings LLC Tokyo, M0 8/12/2026
DAILY JOURNAL CORP Los Angeles, CA 7/16/2026
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 7/31/2026
Dakota Community Bank & Trust NA Hebron, ND 7/15/2026
Dakota Wealth Management Palm Beach Gardens, FL 8/7/2026
Dala Group, LLC Hoffman Estates, IL 8/10/2026
Dalal Street, LLC West Lake Hills, TX 8/13/2026
Dale Q Rice Investment Management Ltd Vancouver, WA 8/7/2026
DALTON GREINER HARTMAN MAHER & CO 8/16/2021
Dalton Investments, Inc. El Segundo, CA 8/11/2026
DAN L DUNCAN FOUNDATION 11/14/2024
Dana Investment Advisors, Inc. Brookfield, WI 8/13/2026
Danda Trouve Investment Management, Inc. 10/14/2022
Daner Wealth Management, LLC Alpharetta, GA 8/14/2026
Danica Pension, Livsforsikringsaktieselskab Copenhagen V, G7 8/10/2026
Daniel Devine & Co 7/18/2018
Daniel Investment Group, Inc. Royal Oak, MI 8/3/2026
Daniels&Tansey,LLP 11/3/2023
Danmarks Nationalbank Copenhagen O, G7 7/8/2026
DANSKE BANK A/S Copenhagen V, G7 8/10/2026
Dantai Capital Ltd 12/4/2024
DARA CAPITAL US, INC. Miami, FL 7/23/2026
Darden Wealth Group Inc Ann Arbor, MI 8/6/2026
DARK FOREST CAPITAL MANAGEMENT LP New York, NY 8/14/2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Greenbrae, CA 8/14/2026
DARRELL & KING LLC 1/15/2021
Darrow Company, Inc. Needham, MA 7/29/2026
Darsana Capital Partners LP New York, NY 8/14/2026
DARUMA CAPITAL MANAGEMENT LLC 8/14/2019
Darwin Global Management, Ltd. St. Helier, Y9 8/14/2026
Darwin Wealth Management, LLC Tampa, FL 7/21/2026
Darwins River Capital, LP New York, NY 8/14/2026
Dash Acquisitions Inc. Woodland Hills, CA 8/13/2026
Data Collective II GP, LLC 11/14/2022
Data Collective IV GP, LLC Palo Alto, CA 8/14/2026
Dauntless Investment Group, LLC Milford, MI 8/13/2026
DAVENPORT & Co LLC Richmond, VA 7/13/2026
Daventry Group, LP New York, NY 8/14/2026
Davern Capital Partners, LP Ny, NY 8/13/2026
David J Yvars Group University Park, FL 7/7/2026
David Kennon Inc Sarasota, FL 7/22/2026
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 7/28/2026
DAVIDSON INVESTMENT ADVISORS Great Falls, MT 7/21/2026
Davidson Kahn Capital Management, LLC Sherman Oaks, CA 7/14/2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 11/14/2014
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP New York, NY 8/14/2026
DAVIDSON KEMPNER PARTNERS 5/15/2023
DAVIDSON TRUST CO Seattle, WA 7/29/2026
Davies Financial Advisors, Inc. Murrieta, CA 7/31/2026
Daviman Financial, LLC Fishers, IN 7/24/2026
Davis Asset Management, L.P. Sausalito, CA 8/12/2026
Davis Capital Management Jacksonville, FL 7/16/2026
DAVIS CAPITAL PARTNERS, LLC 8/12/2022
Davis Investment Partners, LLC Charlotte, NC 8/7/2026
DAVIS R M INC Portland, ME 8/14/2026