Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Dallas, TX 1/27/2026
Cushing Capital Partners, LLC Delafield, WI 1/14/2026
Custom Portfolio Group LLC 8/27/2024
Custos Family Office, LLC Greenwood Village, CO 2/17/2026
Cutler Capital Management, LLC Worcester, MA 2/13/2026
Cutler Group LLC / CA 4/19/2024
CUTLER INVESTMENT COUNSEL LLC Jacksonville, OR 2/12/2026
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 1/20/2026
CVA Family Office, LLC Denver, CO 1/12/2026
CVC Capital Partners VI Ltd 11/14/2024
CVC Management Holdings II Ltd. St. Helier, Y9 2/17/2026
CVentures, Inc. Greenwood Vlg, CO 2/13/2026
CVFG LLC Shelbyville, IN 2/6/2026
CVI Holdings, LLC 8/15/2024
CVS HEALTH Corp Woonsocket, RI 2/13/2026
CW Advisors, LLC 8/13/2025
CWA Asset Management Group, LLC Naples, FL 1/7/2026
CWC Advisors, LLC. Lake Oswego, OR 1/26/2026
CWH Capital Management, Inc. 2/2/2021
CWM, LLC Omaha, NE 1/26/2026
CWS Financial Advisors, LLC Kalamazoo, MI 2/6/2026
CX Institutional Auburn, IN 4/6/2026
CXI Advisors 1/27/2020
CYBER HORNET ETFs LLC St. Petersburg, FL 2/9/2026
Cyndeo Wealth Partners, LLC St. Petersburg, FL 1/7/2026
CYNOSURE ADVISORS, LLC 11/14/2018
Cynosure Group, LLC Salt Lake City, UT 2/17/2026
CYPRESS ASSET MANAGEMENT INC/TX Houston, TX 1/29/2026
Cypress Capital Group Palm Beach, FL 2/11/2026
CYPRESS CAPITAL MANAGEMENT LLC 2/10/2023
Cypress Capital Management LLC (WY) Sheridan, WY 2/9/2026
Cypress Capital, LLC Franklin, TN 2/6/2026
CYPRESS FINANCIAL PLANNING LLC Haddon Heights, NJ 1/14/2026
CYPRESS FUNDS LLC Los Angeles, CA 1/20/2026
CYPRESS GROWTH FUND III LP 10/26/2021
CYPRESS POINT INVESTMENT MANAGEMENT LP Mill Valley, CA 2/17/2026
Cypress Point Wealth Management, LLC Dallas, TX 2/2/2026
Cypress Wealth Advisors LLC 5/17/2019
Cypress Wealth Services, LLC Palm Desert, CA 1/14/2026
Cyr Financial Inc. Hennepin, IL 1/16/2026
CYRUS CAPITAL PARTNERS, L.P. New York, NY 2/17/2026
Cyrus J. Lawrence, LLC 5/15/2025
Czech National Bank Prague, 2N 1/12/2026
D L CARLSON INVESTMENT GROUP INC Concord, NH 2/17/2026
D'Orazio & Associates, Inc. Vienna, VA 2/4/2026
D. E. Shaw & Co., Inc. New York, NY 2/17/2026
D. SCOTT NEAL, INC. 10/28/2025
D.A. DAVIDSON & CO. Great Falls, MT 1/29/2026
D.B. Root & Company, LLC Pittsburgh, PA 2/3/2026
D.C. Capital Advisors, Ltd 2/12/2021
D1 Capital Partners L.P. New York, NY 2/17/2026
DAFNA Capital Management LLC Los Angeles, CA 2/17/2026
DAG Ventures, LLC Palo Alto, CA 2/4/2026
DAGCO, INC. Westlake, OH 1/8/2026
DAHRING {-} CUSMANO LLC Novi, MI 2/5/2026
Dai-ichi Life Holdings, Inc. 11/14/2025
Dai-ichi Life Insurance Company, Ltd Tokyo, M0 2/17/2026
DAIDO LIFE INSURANCE CO Tokyo, M0 2/6/2026
DAILY JOURNAL CORP Los Angeles, CA 1/13/2026
Daiwa Capital Markets America Inc. New York, NY 2/13/2014
Daiwa SB Investments Ltd. 4/18/2019
Daiwa Securities Group Inc. Tokyo, M0 2/11/2026
Dakota Community Bank & Trust NA Hebron, ND 1/26/2026
Dakota Wealth Management Palm Beach Gardens, FL 1/13/2026
Dalal Street, LLC West Lake Hills, TX 2/13/2026
Dale Q Rice Investment Management Ltd Vancouver, WA 1/30/2026
DALTON GREINER HARTMAN MAHER & CO 8/16/2021
Dalton Investments, Inc. El Segundo, CA 2/12/2026
DAN L DUNCAN FOUNDATION 11/14/2024
Dana Investment Advisors, Inc. Brookfield, WI 2/5/2026
Danda Trouve Investment Management, Inc. 10/14/2022
Daner Wealth Management, LLC Alpharetta, GA 2/11/2026
Danica Pension, Livsforsikringsaktieselskab Copenhagen V, G7 3/18/2026
Daniel Devine & Co 7/18/2018
Daniels&Tansey,LLP 11/3/2023
Danmarks Nationalbank Copenhagen O, G7 2/13/2026
DANSKE BANK A/S Copenhagen V, G7 3/18/2026
Dantai Capital Ltd 12/4/2024
DARA CAPITAL US, INC. Miami, FL 1/23/2026
Darden Wealth Group Inc Ann Arbor, MI 2/9/2026
DARK FOREST CAPITAL MANAGEMENT LP New York, NY 2/17/2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Greenbrae, CA 2/17/2026
DARRELL & KING LLC 1/15/2021
Darrow Company, Inc. Needham, MA 1/27/2026
Darsana Capital Partners LP New York, NY 2/17/2026
DARUMA CAPITAL MANAGEMENT LLC 8/14/2019
Darwin Global Management, Ltd. St. Helier, Y9 2/17/2026
Darwin Wealth Management, LLC Tampa, FL 1/22/2026
Darwins River Capital, LP New York, NY 2/17/2026
Dash Acquisitions Inc. Woodland Hills, CA 2/5/2026
Data Collective II GP, LLC 11/14/2022
Data Collective IV GP, LLC Palo Alto, CA 2/17/2026
Dauntless Investment Group, LLC Milford, MI 2/17/2026
DAVENPORT & Co LLC Richmond, VA 1/12/2026
Daventry Group, LP New York, NY 2/17/2026
Davern Capital Partners, LP Ny, NY 2/13/2026
David J Yvars Group University Park, FL 4/8/2026
David Kennon Inc Sarasota, FL 1/26/2026
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 1/28/2026
DAVIDSON INVESTMENT ADVISORS Great Falls, MT 1/27/2026
Davidson Kahn Capital Management, LLC Sherman Oaks, CA 1/28/2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 11/14/2014
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP New York, NY 2/17/2026
DAVIDSON KEMPNER PARTNERS 5/15/2023
DAVIDSON TRUST CO Seattle, WA 1/27/2026
Davies Financial Advisors, Inc. Murrieta, CA 1/27/2026
Daviman Financial, LLC Fishers, IN 2/6/2026
Davis Asset Management, L.P. Sausalito, CA 2/13/2026
Davis Capital Management Jacksonville, FL 1/28/2026
DAVIS CAPITAL PARTNERS, LLC 8/12/2022
Davis Investment Partners, LLC Charlotte, NC 1/6/2026
DAVIS R M INC Portland, ME 2/12/2026
DAVIS SELECTED ADVISERS Tucson, AZ 2/2/2026
Davis Wealth Advisors, LLC Salem, NH 2/17/2026
DAVIS-REA LTD. Toronto, A6 1/28/2026
Day & Ennis, LLC 1/18/2024
Daybright Advisory Services, Inc. Miami, FL 2/12/2026
DAYMARK WEALTH PARTNERS, LLC Cincinnati, OH 1/12/2026
Daytona Street Capital LLC Saint Louis, MO 4/10/2026
DB Fitzpatrick & Co, Inc Boise, ID 1/15/2026
DB Wealth Management Group, LLC 1/9/2024
DB&C Advisors, LLC Holland, MI 2/11/2026
DBA TRADING, LLC Fort Lauderdale, FL 2/17/2026
DBK Financial Counsel, LLC Cuyahoga Falls, OH 1/26/2026
DC Funds, LP Mclean, VA 2/13/2026
DC Investments Management, LLC Mclean, VA 2/13/2026
DCF Advisers, LLC Mount Pleasant, SC 2/11/2026
DCM Advisors, LLC New York, NY 2/18/2026
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 2/17/2026
DDD Partners, LLC Bellevue, WA 1/22/2026
DDFG, Inc Thousand Oaks, CA 1/8/2026
DE BURLO GROUP INC Boston, MA 2/13/2026
De Lisle Partners LLP Poole, X0 2/13/2026
Dean Capital Management Overland Park, KS 2/20/2026
DEAN INVESTMENT ASSOCIATES, LLC Beavercreek, OH 2/17/2026
Dean, Jacobson Financial Services, LLC Fort Worth, TX 2/3/2026
Deane Retirement Strategies, Inc. New Orleans, LA 4/7/2026
DEARBORN CAPITAL MANAGEMENT LLC 11/1/2018
DEARBORN PARTNERS LLC Chicago, IL 2/11/2026
DECADE CAPITAL MANAGEMENT LLC 11/16/2015
DECADE RENEWABLE PARTNERS LP Houston, TX 2/17/2026
Decagon Asset Management LLP London, X0 2/17/2026
Decas Capital LLC Charlottesville, VA 2/9/2026
Decatur Capital Management, Inc. Decatur, GA 2/11/2026
Deccan Value Investors L.P. 11/14/2024
Decheng Capital LLC Menlo Park, CA 2/12/2026
Decheng Capital Management III (Cayman), LLC 12/12/2023
Dechtman Wealth Management, LLC 2/12/2025
DECISION INVESTMENTS, INC San Diego, CA 2/17/2026
DecisionMap Wealth Management, LLC Great Falls, VA 1/7/2026
DecisionPoint Financial, LLC Mesa, AZ 1/29/2026
Decker Retirement Planning Inc. Levi, UT 1/26/2026
Declaration Partners LP New York, NY 2/12/2026
Dedeker Financial LLC St. Louis Park, MN 3/31/2026
DeDora Capital, Inc. Napa, CA 1/22/2026
Deep Basin Capital LP 5/17/2021
Deep Field Asset Management LLC 2/14/2023
Deep Track Capital, LP Greenwich, CT 2/13/2026
DeepCurrents Investment Group LLC New York, NY 2/13/2026
DEEPWATER ASSET MANAGEMENT, LLC Minneapolis, MN 2/11/2026
Deer IX & Co. Ltd. 11/24/2021
Deer Management Co. LLC Larchmont, NY 2/17/2026
Deer Park Road Corp Steamboat Springs, CO 3/9/2026
Deer VI & Co. LLC 11/14/2018
Deer VII & Co. Ltd. 11/15/2021
Deer VIII & Co. Ltd. 11/15/2021
DEERE & CO 10/21/2025
DEERFIELD MANAGEMENT COMPANY, L.P. New York, NY 2/17/2026
Defender Capital, LLC. Charlotte, NC 1/12/2026
Defiance ETFs, LLC New York, NY 2/17/2026
Defilade Capital Management, L.P. Emeryville, CA 2/13/2026
DEFINE FINANCIAL, LLC San Diego, CA 1/13/2026
Defined Financial Planning LLC 10/15/2025
DEFINED WEALTH MANAGEMENT, LLC Beaverton, OR 1/15/2026
DeGreen Capital Management LLC 10/5/2021
Degroof Petercam Asset Management 5/13/2024
Deimos Asset Management LLC 1/3/2017
DekaBank Deutsche Girozentrale Frankfurt, 2M 1/28/2026
Del Mar Asset Management, LP 11/10/2014
del Rey Global Investors, LLC Los Angeles, CA 2/14/2014
Del-Sette Capital Management, LLC Schenectady, NY 2/2/2026
Delaney Dennis R Boston, MA 2/17/2026
DeLarme Wealth Management, Inc. Palos Verdes Estates, CA 1/26/2026
Delaware Ladera Management Company, Inc. Boston, MA 2/17/2026
Delek Group, Ltd. 8/8/2019
Delos Wealth Advisors, LLC Dallas, TX 2/17/2026
Delpha Capital Management, LLC 5/11/2018
DELPHI FINANCIAL GROUP, INC. Wilmington, DE 2/11/2026