Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Dorsey Asset Management, LLC Chicago, IL 5/15/2026
Dorsey Wright & Associates Pasadena, CA 5/6/2026
DORVAL Corp Maple Grove, MN 4/22/2026
DoubleLine ETF Adviser LP Tampa, FL 5/15/2026
Dougherty & Associates, LLC Spring Hill, FL 4/21/2026
Dougherty Wealth Advisers LLC Wayzata, MN 4/21/2026
Douglas C. Lane & Associates, Inc. 1/25/2016
Douglas Lane & Associates, LLC New York, NY 4/15/2026
Douglass Winthrop Advisors, LLC New York, NY 5/13/2026
DOVER ADVISORS, LLC Richmond, VA 4/8/2026
DOW CHEMICAL CO /DE/ Midland, MI 5/13/2026
DOWLING & YAHNKE LLC 11/3/2022
Downshift Financial, LLC Boulder, CO 4/29/2026
Doyle Wealth Management 11/15/2022
DPM Capital LLC 1/25/2022
Dragon Financial & Investment Group, LLC 10/19/2018
Dragoneer Investment Group, LLC San Francisco, CA 5/15/2026
Drake & Associates, LLC Waukesha, WI 5/13/2026
Draper Asset Management, LLC Smithtown, NY 4/21/2026
DRAVO BAY LLC Rehoboth Beach, DE 5/7/2026
Dream Peak Capital Ltd Hong Kong, K3 5/13/2026
DREMAN VALUE MANAGEMENT, L L C 5/2/2018
Drexel Morgan & Co. Radnor, PA 5/11/2026
DRH Investments, Inc. Thousand Oaks, CA 5/15/2026
DRIEHAUS CAPITAL MANAGEMENT LLC Chicago, IL 5/15/2026
DRILL CRAIG A 11/10/2016
DRIVE WEALTH MANAGEMENT, LLC Lehi, UT 4/13/2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV St. Louis, MO 5/1/2026
Drucker Wealth 3.0, LLC Woodcliff Lake, NJ 4/23/2026
Drum Hill Capital, LLC Westport, CT 4/20/2026
Drummond Knight Asset Management Pty Ltd Crows Nest, Nsw, C3 5/6/2026
DRW SECURITIES, L.L.C. 11/14/2022
DRW Securities, LLC Chicago, IL 5/13/2026
Dryden Capital, LLC 8/14/2024
Drystone LLC Ivy, VA 5/6/2026
DSAM Partners (London) Ltd 11/15/2021
DSC Advisors, L.P. 11/14/2024
DSC Meridian Capital LP New York, NY 5/15/2026
DSG Capital Advisors, LLC Edina, MN 4/27/2026
DSM CAPITAL PARTNERS LLC Palm Beach Gardens, FL 4/29/2026
DST Global Advisors Ltd 5/15/2019
DST Managers Ltd 5/15/2019
DST USA Ltd 11/12/2014
DT Investment Partners, LLC Chadds Ford, PA 5/14/2026
DUALITY ADVISERS, LP 11/14/2025
DUBUQUE BANK & TRUST CO 10/27/2023
Ducere Wealth Management LLC Newport Beach, CA 5/15/2026
DUDLEY & SHANLEY, INC. Palm Beach, FL 4/8/2026
DUDLEY CAPITAL MANAGEMENT, LLC Middleburg, VA 5/5/2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO Chicago, IL 4/28/2026
DULCET CAPITAL MANAGEMENT 1/17/2017
DUMAC, INC. Durham, NC 5/1/2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC Princeton, NJ 4/28/2026
Dumont Global LP 5/19/2020
Duncan Williams Asset Management, LLC Memphis, TN 5/5/2026
DUNCKER STREETT & CO INC St. Louis, MO 4/29/2026
Dundas Partners LLP Edinburgh, X0 5/14/2026
Dunhill Financial, LLC London, X0 5/6/2026
Dunvegan Associates, Inc. 4/28/2017
DUPONT CAPITAL MANAGEMENT CORP Wilmington, DE 4/23/2026
Dupree Financial Group, LLC Lexington, KY 4/23/2026
Duquesne Family Office LLC New York, NY 5/15/2026
Durable Capital Partners LP Bethesda, MD 5/15/2026
DURANTE & WATERS, LLC Brewster, NY 5/6/2026
DURATIONAL CAPITAL MANAGEMENT LP 11/4/2021
DUTCH ASSET Corp Selkirk, NY 5/8/2026
DV EQUITIES, LLC Chicago, IL 2/17/2026
DV Trading LLC Chicago, IL 6/2/2026
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 5/14/2026
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 5/12/2026
Dynamic Technology Lab Private Ltd Singapore, U0 5/15/2026
Dynamic Wealth Strategies, LLC Granite Bay, CA 5/13/2026
Dynamo Administracao de Recursos Ltda. 11/14/2025
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Rio De Janeiro, D5 5/15/2026
Dynasty Wealth Management, LLC St. Petersburg, FL 5/14/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Frankfurt Am Main, 2M 5/15/2026
E Fund Management (Hong Kong) Co., Ltd. Central, K3 4/8/2026
E Fund Management Co., Ltd. Guangzhou, F4 4/13/2026
E&G Advisors, LP Houston, TX 4/21/2026
E&R Wealth Management, LLC Mount Pleasant, SC 5/14/2026
E-L Financial Corp Ltd Toronto, A6 5/11/2026
E-Wealth Partners, LLC Minnetonka, MN 6/11/2026
E. Ohman J:or Asset Management AB Stockholm, V7 4/16/2026
E20 Capital Ltd Hong Kong, K3 5/20/2026
E6 Portfolios, LLC Midvale, UT 5/12/2026
EA Series Trust 7/27/2023
EACHWIN CAPITAL, LP 11/14/2016
EADS & HEALD WEALTH MANAGEMENT Atlanta, GA 4/29/2026
EAGLE ASSET MANAGEMENT INC 11/12/2024
Eagle Bay Advisors LLC New York, NY 4/24/2026
Eagle Bluffs Wealth Management LLC Columbia, MO 4/24/2026
EAGLE BOSTON INVESTMENT MANAGEMENT INC 8/5/2019
EAGLE CAPITAL MANAGEMENT LLC New York, NY 5/15/2026
Eagle Capital Management, LLC Mandeville, LA 4/20/2026
EAGLE GLOBAL ADVISORS LLC Houston, TX 5/15/2026
Eagle Health Investments LP Greenwich, CT 5/15/2026
Eagle Point Credit Management LLC Greenwich, CT 5/7/2026
Eagle Ridge Investment Management 1/27/2025
EAGLE ROCK INVESTMENT COMPANY, LLC Atlanta, GA 4/8/2026
Eagle Strategies LLC New York, NY 4/20/2026
Eagle Wealth Advisors LLC Westport, CT 4/23/2026
EAGLE WEALTH STRATEGIES LLC Mullica Hill, NJ 4/10/2026
EagleClaw Capital Managment, LLC Boston, MA 5/8/2026
EARNED WEALTH ADVISORS, LLC Walnut Creek, CA 5/7/2026
EARNEST PARTNERS LLC Atlanta, GA 5/15/2026
East Coast Asset Management, LLC. Essex, MA 5/15/2026
EastBay Asset Management, LLC 1/14/2020
EASTERLY INVESTMENT PARTNERS LLC Beverly, MA 5/11/2026
EASTERN BANK Boston, MA 7/1/2026
Eastover Investment Advisors LLC Charlotte, NC 4/8/2026
Eaton Financial Holdings Company, LLC Coral Springs, FL 4/15/2026
EATON VANCE MANAGEMENT 11/14/2022
Eaton-Cambridge Inc. Phoenix, AZ 5/6/2026
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 4/21/2026
Echo45 Advisors LLC Walnut Creek, CA 4/20/2026
eCIO, Inc. Madison, WI 4/14/2026
ECLECTIC ASSOCIATES INC /ADV Fullerton, CA 4/8/2026
Eclectica Asset Management LLP 11/9/2015
ECLIPSE OPERATIONS, LLC Palo Alto, CA 5/6/2026
ECOFI INVESTISSEMENTS SA Nanterre, I0 5/14/2026
Ecofin Advisors Ltd 2/11/2021
Econ Financial Services Corp Harrisburg, PA 4/21/2026
EcoR1 Capital, LLC San Francisco, CA 5/15/2026
ECP ControlCo, LLC Summit, NJ 5/15/2026
EDBI Pte Ltd 2/4/2025
Eddie Patel Inc Chicago, IL 5/11/2026
Edelman Financial Services, LLC 2/13/2019
Edenbrook Capital, LLC Mt. Kisco, NY 5/14/2026
EDENTREE ASSET MANAGEMENT Ltd London, X0 5/14/2026
EDGAR LOMAX CO/VA Kingstowne, VA 5/12/2026
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 4/20/2026
Edgehill Endowment Partners, LLC 1/6/2025
Edgemoor Investment Advisors, Inc. Bethesda, MD 5/13/2026
EdgePoint Investment Group Inc. Toronto, A6 5/15/2026
EdgeRock Capital LLC Denver, CO 4/16/2026
Edgestream Partners, L.P. Princeton, NJ 5/18/2026
EDGEWOOD MANAGEMENT LLC Greenwich, CT 5/14/2026
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 5/13/2026
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 11/14/2016
Edmonds Duncan Registered Investment Advisors, LLC 11/13/2024
EDMP, INC. Lutz, FL 4/28/2026
EDMUNDS WHITE PARTNERS LLC 11/4/2014
Efficient Advisors, LLC Beaverton, OR 4/29/2026
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 5/15/2026
Egerton Capital (UK) LLP London, X0 5/13/2026
EHP Funds Inc. Toronto, Z4 2/12/2026
Ehrenkranz Partners L.P. New York, NY 5/15/2026
EHRLICH FINANCIAL GROUP Laguna Niguel, CA 4/8/2026
Eidelman Virant Capital 10/25/2022
EIG Asset Management, LLC Washington, DC 5/12/2026
EIG Management Company, LLC 11/14/2018
EIGHT 31 FINANCIAL, LLC Midland, TX 5/15/2026
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 5/13/2026
EJMK Ventures LLC Itasca, IL 4/24/2026
El Puerto de Liverpool, S.A.B. de C.V. Cuajimalpa, Ciudad De Mexico, O5 4/20/2026
ELberon, LLC 11/14/2016
ELCO Management Co., LLC New York, NY 4/23/2026
Eldred Rock Partners, LLC San Antonio, TX 4/8/2026
Eldridge Investment Advisors, Inc. Manchester, NH 5/11/2026
Electric Capital Partners, LLC Palo Alto, CA 5/15/2026
Electron Capital Partners, LLC New York, NY 5/15/2026
Electrum Group LLC New York, NY 5/12/2026
Elefante Mark B Boston, MA 5/14/2026
ELEFANTE MICHAEL B 2/13/2015
ELEMENT CAPITAL MANAGEMENT LLC New York, NY 5/12/2026
ELEMENT POINTE ADVISORS, LLC Miami, FL 5/7/2026
Element Squared LLC Minneapolis, MN 4/23/2026
Element Wealth, LLC Ridgeland, MS 5/4/2026