Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Dumont Global LP 5/19/2020
Duncan Williams Asset Management, LLC Memphis, TN 2/5/2026
DUNCKER STREETT & CO INC St. Louis, MO 1/27/2026
Dundas Partners LLP Edinburgh, X0 2/12/2026
Dunhill Financial, LLC London, X0 1/29/2026
Dunvegan Associates, Inc. 4/28/2017
DUPONT CAPITAL MANAGEMENT CORP Wilmington, DE 1/26/2026
Dupree Financial Group, LLC Lexington, KY 1/29/2026
Duquesne Family Office LLC New York, NY 2/17/2026
Durable Capital Partners LP Bethesda, MD 2/17/2026
DURANTE & WATERS, LLC Brewster, NY 1/30/2026
DURATIONAL CAPITAL MANAGEMENT LP 11/4/2021
DUTCH ASSET Corp Selkirk, NY 3/11/2026
DV EQUITIES, LLC Chicago, IL 2/17/2026
DV Trading LLC Chicago, IL 2/17/2026
DW Partners, LP 11/14/2019
DWM Financial Group, Inc. 2/12/2021
DWR WEALTH MANAGEMENT, LLC San Jose, CA 4/7/2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. Singapore, U0 2/13/2026
DYMON ASIA CAPITAL LTD 11/13/2017
Dynamic Advisor Solutions LLC Phoenix, AZ 4/8/2026
Dynamic Capital Management Ltd 10/28/2019
Dynamic Financial Group Cedar Falls, IA 1/26/2026
Dynamic Technology Lab Private Ltd Singapore, U0 2/13/2026
Dynamic Wealth Strategies, LLC Granite Bay, CA 2/4/2026
Dynamo Administracao de Recursos Ltda. 11/14/2025
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Rio De Janeiro, D5 2/17/2026
Dynasty Wealth Management, LLC St. Petersburg, FL 2/10/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Frankfurt Am Main, 2M 2/17/2026
E Fund Management (Hong Kong) Co., Ltd. Central, K3 4/8/2026
E Fund Management Co., Ltd. 8/15/2025
E&G Advisors, LP Houston, TX 1/23/2026
E&R Wealth Management, LLC Mount Pleasant, SC 2/11/2026
E-L Financial Corp Ltd Toronto, A6 2/4/2026
E. Ohman J:or Asset Management AB Stockholm, V7 1/12/2026
E6 Portfolios, LLC Midvale, UT 2/13/2026
EA Series Trust 7/27/2023
EACHWIN CAPITAL, LP 11/14/2016
EADS & HEALD WEALTH MANAGEMENT Atlanta, GA 1/29/2026
EAGLE ASSET MANAGEMENT INC 11/12/2024
Eagle Bay Advisors LLC New York, NY 1/23/2026
Eagle Bluffs Wealth Management LLC Columbia, MO 2/13/2026
EAGLE BOSTON INVESTMENT MANAGEMENT INC 8/5/2019
EAGLE CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
Eagle Capital Management, LLC Mandeville, LA 1/12/2026
EAGLE GLOBAL ADVISORS LLC Houston, TX 1/28/2026
Eagle Health Investments LP Greenwich, CT 2/6/2026
Eagle Point Credit Management LLC Greenwich, CT 2/12/2026
Eagle Ridge Investment Management 1/27/2025
EAGLE ROCK INVESTMENT COMPANY, LLC Atlanta, GA 4/8/2026
Eagle Strategies LLC New York, NY 1/23/2026
Eagle Wealth Advisors LLC Westport, CT 1/29/2026
EAGLE WEALTH STRATEGIES LLC Mullica Hill, NJ 4/10/2026
EagleClaw Capital Managment, LLC Boston, MA 2/10/2026
EARNED WEALTH ADVISORS, LLC Walnut Creek, CA 1/27/2026
EARNEST PARTNERS LLC Atlanta, GA 2/12/2026
East Coast Asset Management, LLC. Essex, MA 2/17/2026
EastBay Asset Management, LLC 1/14/2020
EASTERLY INVESTMENT PARTNERS LLC Beverly, MA 2/10/2026
EASTERN BANK Boston, MA 4/7/2026
Eastover Investment Advisors LLC Charlotte, NC 4/8/2026
Eaton Financial Holdings Company, LLC Coral Springs, FL 2/9/2026
EATON VANCE MANAGEMENT 11/14/2022
Eaton-Cambridge Inc. Phoenix, AZ 2/13/2026
Ebert Capital Management Inc. Eureka, CA 4/10/2026
Ebor Charitable Trust 11/14/2025
Echinus Advisors, LLC 7/9/2020
Echo Street Capital Management LLC 4/19/2024
Echo Wealth Management, LLC Plymouth, MN 1/22/2026
Echo45 Advisors LLC Walnut Creek, CA 2/6/2026
eCIO, Inc. Madison, WI 1/20/2026
ECLECTIC ASSOCIATES INC /ADV Fullerton, CA 4/8/2026
Eclectica Asset Management LLP 11/9/2015
ECLIPSE OPERATIONS, LLC Palo Alto, CA 2/12/2026
ECOFI INVESTISSEMENTS SA Nanterre, I0 2/13/2026
Ecofin Advisors Ltd 2/11/2021
Econ Financial Services Corp Harrisburg, PA 1/15/2026
EcoR1 Capital, LLC San Francisco, CA 2/17/2026
ECP ControlCo, LLC Summit, NJ 2/17/2026
EDBI Pte Ltd 2/4/2025
Eddie Patel Inc Chicago, IL 2/17/2026
Edelman Financial Services, LLC 2/13/2019
Edenbrook Capital, LLC Mt. Kisco, NY 2/13/2026
EDENTREE ASSET MANAGEMENT Ltd London, X0 2/12/2026
EDGAR LOMAX CO/VA Kingstowne, VA 2/13/2026
Edgbaston Investment Partners LLP 11/15/2021
Edge Advisors, LLC 8/14/2018
EDGE ASSET MANAGEMENT, INC 5/11/2017
Edge Capital Group, LLC 2/4/2025
Edge Financial Advisors LLC Wheaton, IL 2/5/2026
Edge Wealth Management LLC New York, NY 1/12/2026
Edgehill Endowment Partners, LLC 1/6/2025
Edgemoor Investment Advisors, Inc. Bethesda, MD 2/10/2026
EdgePoint Investment Group Inc. Toronto, A6 2/17/2026
EdgeRock Capital LLC Denver, CO 1/14/2026
Edgestream Partners, L.P. Princeton, NJ 2/13/2026
EDGEWOOD MANAGEMENT LLC Greenwich, CT 2/12/2026
Edinburgh Partners Ltd 5/10/2018
Edmond de Rothschild (Europe) 11/14/2016
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA 11/14/2016
EDMOND DE ROTHSCHILD (MONACO) 11/21/2016
EDMOND DE ROTHSCHILD (SUISSE) S.A. 11/14/2016
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 11/14/2016
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 11/14/2016
EDMOND DE ROTHSCHILD HOLDING S.A. Chambesy, V8 2/17/2026
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 11/14/2016
Edmonds Duncan Registered Investment Advisors, LLC 11/13/2024
EDMP, INC. Lutz, FL 1/21/2026
EDMUNDS WHITE PARTNERS LLC 11/4/2014
Efficient Advisors, LLC Beaverton, OR 1/21/2026
Efficient Frontier Advisors LLC 7/9/2025
Efficient Market Advisors, LLC 4/26/2017
EFG Asset Management (Americas) Corp. 11/14/2025
EFG Asset Management (North America) Corp. 11/3/2025
EFG CAPITAL INTERNATIONAL CORP. 8/2/2023
EFG International AG Zurich, V8 2/17/2026
Egerton Capital (UK) LLP London, X0 2/11/2026
EHP Funds Inc. Toronto, Z4 2/12/2026
Ehrenkranz Partners L.P. New York, NY 2/17/2026
EHRLICH FINANCIAL GROUP Laguna Niguel, CA 4/8/2026
Eidelman Virant Capital 10/25/2022
EIG Asset Management, LLC Washington, DC 2/12/2026
EIG Management Company, LLC 11/14/2018
EIGHT 31 FINANCIAL, LLC Midland, TX 2/12/2026
EII CAPITAL MANAGEMENT, INC. 1/21/2022
Eisler Capital (UK) Ltd. 11/14/2024
Eisler Capital (US) LLC 11/14/2024
Eisler Capital Management Ltd. 11/13/2025
EisnerAmper Wealth Management Corporate Benefits, LLC 1/3/2024
EJF Capital LP Arlington, VA 2/17/2026
EJMK Ventures LLC Itasca, IL 3/3/2026
El Puerto de Liverpool, S.A.B. de C.V. Cuajimalpa, Ciudad De Mexico, O5 2/13/2026
ELberon, LLC 11/14/2016
ELCO Management Co., LLC New York, NY 2/4/2026
Eldred Rock Partners, LLC San Antonio, TX 4/8/2026
Eldridge Investment Advisors, Inc. Manchester, NH 2/11/2026
Electric Capital Partners, LLC Palo Alto, CA 2/17/2026
Electron Capital Partners, LLC New York, NY 2/19/2026
Electrum Group LLC New York, NY 2/11/2026
Elefante Mark B Boston, MA 2/17/2026
ELEFANTE MICHAEL B 2/13/2015
ELEMENT CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
ELEMENT POINTE ADVISORS, LLC Miami, FL 2/13/2026
Element Squared LLC Minneapolis, MN 1/20/2026
Element Wealth, LLC Ridgeland, MS 2/13/2026
Elemental Capital Partners LLC San Francisco, CA 1/16/2026
Elephas Investment Management Ltd 9/1/2021
Elequin Capital, LP New York, NY 2/17/2026
Eleva Capital SAS 11/10/2025
Elevate Capital Advisors, LLC Eagle, CO 1/23/2026
ELEVATE WEALTH ADVISORY, INC Athens, GA 1/27/2026
Elevated Capital Advisors, LLC Sandy, UT 1/27/2026
Elevated Financial Group LLC Indianapolis, IN 1/29/2026
Elevated Private Wealth, LLC Brookfield, WI 2/12/2026
Elevation Capital Advisory, LLC Bend, OR 1/26/2026
Elevation Management, LLC Menlo Park, CA 2/14/2014
ELEVATION POINT WEALTH PARTNERS, LLC Denver, CO 2/12/2026
Elevation Wealth Management LLC Eden Prairie, MN 2/12/2026
ELEVATION WEALTH PARTNERS, LLC Walnut Creek, CA 1/9/2026
ELEVATUS WELATH MANAGEMENT Victor, NY 1/14/2026
Eley Financial Management, Inc South Burlington, VT 2/12/2026
Elgethun Capital Management Sioux Falls, SD 2/10/2026
Elios Financial Group Inc. 8/13/2025
Eliot Finkel Investment Counsel, LLC Beverly Hills, CA 1/28/2026
Elite Financial, Inc. Lewiston, ID 2/12/2026
Elite Life Management LLC Erie, PA 2/9/2026
Elite Wealth Management, Inc. Kirkland, WA 2/2/2026
Elizabeth Park Capital Advisors, Ltd. Pepper Pike, OH 2/17/2026
Elk Creek Partners, LLC 5/14/2020
Elk River Wealth Management LLC Denver, CO 2/6/2026
Elkfork Partners LLC 11/14/2019
Elkhorn Investments, LLC 3/19/2018
ELKHORN PARTNERS LIMITED PARTNERSHIP Omaha, NE 2/17/2026
Ellenbecker Investment Group Waukesha, WI 1/30/2026
ELLERSON GROUP INC /ADV Annapolis, MD 2/9/2026
Ellevest, Inc. New York, NY 2/10/2026
ELLINGTON MANAGEMENT GROUP LLC 8/16/2021
Elliott Investment Management L.P. West Palm Beach, FL 2/18/2026
ELLIOTT MANAGEMENT CORP 11/16/2020
Ellis Investment Partners, LLC Berwyn, PA 2/2/2026
Ellis Lake Capital, LLC 4/25/2016
Ellsworth Advisors, LLC Hudson, OH 1/16/2026
ELM ADVISORS, LLC 4/1/2022
Elm Partners Management LLC Philadelphia, PA 2/10/2026
Elm Ridge Management, LLC 5/15/2024
Elm3 Financial Group, LLC Alpharetta, GA 1/22/2026
Elmind Capital, LP New York, NY 2/17/2026
Elmrox Investment Group IM L.P. 8/12/2016
Elmwood Wealth Management, Inc. Berkeley, CA 4/9/2026
Elo Mutual Pension Insurance Co Espoo, H9 2/12/2026
Elser Financial Planning, Inc Indianapolis, IN 1/15/2026
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA 1/21/2026
ELWOOD CAPITAL PARTNERS LP New York, NY 2/13/2026
Elyxium Wealth, LLC Beverly Hills, CA 2/5/2026
Emancipation Management LLC 2/10/2020
Embree Financial Group Chicago, IL 1/14/2026
EMC Capital Management Houston, TX 3/9/2026
Emerald Acquisition Ltd. 11/9/2016
EMERALD ADVISERS, LLC Leola, PA 2/9/2026
Emerald Advisors, LLC Bellevue, WA 1/27/2026