Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
DLD Asset Management, LP New York, NY 8/12/2026
DLK Investment Management, LLC Solana Beach, CA 7/14/2026
DLS Capital Management, LLC 1/22/2015
DMC Group, LLC Birmingham, AL 7/28/2026
DME Capital Management, LP New York, NY 8/14/2026
DMKC Advisory Services, LLC Des Moines, IA 7/7/2026
DnB Asset Management AS Oslo, Q8 8/11/2026
DNCA FINANCE Paris, I0 8/13/2026
DOCK STREET ASSET MANAGEMENT INC Palm Beach, FL 7/30/2026
Dockside LLC New York, NY 8/3/2026
DOCKYARD CAPITAL MANAGEMENT LP 5/10/2022
Dodds Wealth, LLC Greenwood Village, CO 8/6/2026
DODGE & COX San Francisco, CA 8/13/2026
Dogwood Wealth Management LLC Lenexa, KS 7/6/2026
DOHENY ASSET MANAGEMENT /CA Los Angeles, CA 8/10/2026
DOHJ, LLC 10/14/2025
DOLIVER ADVISORS, LP Houston, TX 7/9/2026
Doma Perpetual Capital Management LLC Miami, FL 8/12/2026
Doman Group, LLC 3/14/2022
Domani Wealth, LLC 4/19/2023
Dominguez Wealth Management Solutions, Inc. Williamsburg, VA 7/9/2026
DOMINI IMPACT INVESTMENTS LLC 2/14/2020
Dominick & Dominick LLC 1/22/2015
Donald L. Hagan, LLC 10/16/2025
DONALD SMITH & CO., INC. New York, NY 8/11/2026
DONALDSON CAPITAL MANAGEMENT, LLC Evansville, IN 8/5/2026
Donalies Financial Planning, LLC Washington, DC 8/6/2026
Donoghue Forlines LLC Boston, MA 8/7/2026
Donor Advised Charitable Giving, Inc. Lone Tree, CO 7/24/2026
DOPKINS WEALTH MANAGEMENT, LLC Williamsville, NY 7/14/2026
Dorato Capital Management Denver, CO 7/13/2026
DORCHESTER WEALTH MANAGEMENT Co 2/4/2025
Dorsal Capital Management, LP Redwood City, CA 8/14/2026
Dorsey & Whitney Trust CO LLC Sioux Falls, SD 8/14/2026
Dorsey Asset Management, LLC Chicago, IL 8/14/2026
Dorsey Wright & Associates Pasadena, CA 8/6/2026
DORVAL Corp Maple Grove, MN 7/24/2026
DoubleLine ETF Adviser LP Tampa, FL 8/14/2026
Dougherty & Associates, LLC Spring Hill, FL 7/16/2026
Douglas C. Lane & Associates, Inc. 1/25/2016
Douglas Lane & Associates, LLC New York, NY 7/14/2026
Douglass Winthrop Advisors, LLC New York, NY 8/13/2026
DOVER ADVISORS, LLC Richmond, VA 8/7/2026
DOW CHEMICAL CO /DE/ Midland, MI 8/14/2026
DOWLING & YAHNKE LLC 11/3/2022
Downshift Financial, LLC Boulder, CO 8/12/2026
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 8/14/2026
Drake & Associates, LLC Waukesha, WI 8/10/2026
Draper Asset Management, LLC Smithtown, NY 8/12/2026
DRAVO BAY LLC Rehoboth Beach, DE 8/11/2026
Dream Peak Capital Ltd Hong Kong, K3 8/12/2026
DREMAN VALUE MANAGEMENT, L L C 5/2/2018
Drexel Morgan & Co. Radnor, PA 8/13/2026
DRH Investments, Inc. Thousand Oaks, CA 8/14/2026
DRIEHAUS CAPITAL MANAGEMENT LLC Chicago, IL 8/14/2026
DRILL CRAIG A 11/10/2016
DRIVE WEALTH MANAGEMENT, LLC Lehi, UT 7/21/2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV St. Louis, MO 8/10/2026
Drucker Wealth 3.0, LLC Woodcliff Lake, NJ 7/13/2026
Drum Hill Capital, LLC Westport, CT 7/30/2026
Drummond Knight Asset Management Pty Ltd Crows Nest, Nsw, C3 7/15/2026
DRW SECURITIES, L.L.C. 11/14/2022
DRW Securities, LLC Chicago, IL 8/14/2026
Dryden Capital, LLC 8/14/2024
Drystone LLC Ivy, VA 7/24/2026
DSAM Partners (London) Ltd 11/15/2021
DSC Advisors, L.P. 11/14/2024
DSC Meridian Capital LP New York, NY 8/14/2026
DSG Capital Advisors, LLC Edina, MN 8/6/2026
DSM CAPITAL PARTNERS LLC Palm Beach Gardens, FL 8/3/2026
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 7/27/2026
DUALITY ADVISERS, LP 11/14/2025
DUBUQUE BANK & TRUST CO 10/27/2023
Ducere Wealth Management LLC Newport Beach, CA 7/28/2026
DUDLEY & SHANLEY, INC. Palm Beach, FL 7/9/2026
DUDLEY CAPITAL MANAGEMENT, LLC Middleburg, VA 7/27/2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO Chicago, IL 8/13/2026
DULCET CAPITAL MANAGEMENT 1/17/2017
DUMAC, INC. Durham, NC 8/11/2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC Princeton, NJ 8/7/2026
Dumont Global LP 5/19/2020
Duncan Williams Asset Management, LLC Memphis, TN 7/22/2026
DUNCKER STREETT & CO INC St. Louis, MO 7/28/2026
Dundas Partners LLP Edinburgh, X0 8/14/2026
Dunhill Financial, LLC London, X0 8/7/2026
Dunvegan Associates, Inc. 4/28/2017
DUPONT CAPITAL MANAGEMENT CORP Wilmington, DE 7/29/2026
Dupree Financial Group, LLC Lexington, KY 7/23/2026
Duquesne Family Office LLC New York, NY 8/14/2026
Durable Capital Partners LP Bethesda, MD 8/14/2026
DURANTE & WATERS, LLC Brewster, NY 8/10/2026
DURATIONAL CAPITAL MANAGEMENT LP 11/4/2021
DUTCH ASSET Corp Selkirk, NY 8/10/2026
DV EQUITIES, LLC Chicago, IL 8/14/2026
DV Trading LLC Chicago, IL 8/14/2026
DW Partners, LP 11/14/2019
DWM Financial Group, Inc. Palatine, IL 8/14/2026
DWR WEALTH MANAGEMENT, LLC San Jose, CA 7/7/2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. Singapore, U0 7/23/2026
DYMON ASIA CAPITAL LTD 11/13/2017
Dynamic Advisor Solutions LLC Phoenix, AZ 7/7/2026
Dynamic Capital Management Ltd 10/28/2019
Dynamic Financial Group Cedar Falls, IA 7/27/2026
Dynamic Technology Lab Private Ltd Singapore, U0 8/13/2026
Dynamic Wealth Strategies, LLC Granite Bay, CA 7/23/2026
Dynamo Administracao de Recursos Ltda. 11/14/2025
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. Rio De Janeiro, D5 8/14/2026
Dynasty Wealth Management, LLC St. Petersburg, FL 8/13/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Frankfurt Am Main, 2M 8/14/2026
E Fund Management (Hong Kong) Co., Ltd. Central, K3 7/22/2026
E Fund Management Co., Ltd. Guangzhou, F4 8/10/2026
E&G Advisors, LLC Houston, TX 7/23/2026
E&R Wealth Management, LLC Mount Pleasant, SC 7/27/2026
E-L Financial Corp Ltd Toronto, A6 7/24/2026
E-Wealth Partners, LLC Minnetonka, MN 8/17/2026
E. Ohman J:or Asset Management AB Stockholm, V7 7/10/2026
E20 Capital Ltd Hong Kong, K3 8/12/2026
E6 Portfolios, LLC Midvale, UT 8/10/2026
EA Series Trust 7/27/2023
EACHWIN CAPITAL, LP 11/14/2016
EADS & HEALD WEALTH MANAGEMENT Atlanta, GA 7/31/2026
EAGLE ASSET MANAGEMENT INC 11/12/2024
Eagle Bay Advisors LLC New York, NY 8/3/2026
Eagle Bluffs Wealth Management LLC Columbia, MO 8/6/2026
EAGLE BOSTON INVESTMENT MANAGEMENT INC 8/5/2019
EAGLE CAPITAL MANAGEMENT LLC New York, NY 8/14/2026
Eagle Capital Management, LLC Mandeville, LA 7/13/2026
EAGLE GLOBAL ADVISORS LLC Houston, TX 7/30/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV Seattle, WA 8/11/2026
Eagle Health Investments LP Greenwich, CT 8/10/2026
Eagle Point Credit Management LLC Greenwich, CT 8/11/2026
Eagle Ridge Investment Management 1/27/2025
EAGLE ROCK INVESTMENT COMPANY, LLC Atlanta, GA 7/9/2026
Eagle Strategies LLC New York, NY 7/21/2026
Eagle Wealth Advisors LLC Westport, CT 7/13/2026
EAGLE WEALTH STRATEGIES LLC Mullica Hill, NJ 7/9/2026
EagleClaw Capital Managment, LLC Boston, MA 8/10/2026
EARNED WEALTH ADVISORS, LLC Walnut Creek, CA 8/14/2026
EARNEST PARTNERS LLC Atlanta, GA 8/13/2026
East Coast Asset Management, LLC. Essex, MA 8/14/2026
EastBay Asset Management, LLC 1/14/2020
EASTERLY INVESTMENT PARTNERS LLC Beverly, MA 7/23/2026
EASTERN BANK Boston, MA 7/1/2026
Eastover Investment Advisors LLC Charlotte, NC 7/13/2026
Eaton Financial Holdings Company, LLC Coral Springs, FL 8/4/2026
EATON VANCE MANAGEMENT 11/14/2022
Eaton-Cambridge Inc. Phoenix, AZ 7/23/2026
Ebert Capital Management Inc. Eureka, CA 7/8/2026
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 7/24/2026
Echo45 Advisors LLC Walnut Creek, CA 7/13/2026
eCIO, Inc. Madison, WI 7/27/2026
ECLECTIC ASSOCIATES INC /ADV Fullerton, CA 7/7/2026
Eclectica Asset Management LLP 11/9/2015
ECLIPSE OPERATIONS, LLC Palo Alto, CA 8/7/2026
ECOFI INVESTISSEMENTS SA Nanterre, I0 8/13/2026
Ecofin Advisors Ltd 2/11/2021
Econ Financial Services Corp Harrisburg, PA 7/23/2026
EcoR1 Capital, LLC San Francisco, CA 8/14/2026
ECP ControlCo, LLC Summit, NJ 8/14/2026
EDBI Pte Ltd 2/4/2025
Eddie Patel Inc Chicago, IL 8/11/2026
Edelman Financial Services, LLC 2/13/2019
Edenbrook Capital, LLC Mt. Kisco, NY 8/13/2026
EDENTREE ASSET MANAGEMENT Ltd London, X0 8/14/2026
EDGAR LOMAX CO/VA Kingstowne, VA 8/13/2026
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 7/9/2026
Edgehill Endowment Partners, LLC 1/6/2025
Edgemoor Investment Advisors, Inc. Bethesda, MD 8/7/2026
EdgePoint Investment Group Inc. Toronto, A6 8/14/2026
EdgeRock Capital LLC Denver, CO 7/24/2026
Edgestream Partners, L.P. Princeton, NJ 8/11/2026
EDGEWOOD MANAGEMENT LLC Greenwich, CT 8/13/2026
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 8/10/2026
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 11/14/2016
Edmonds Duncan Registered Investment Advisors, LLC 11/13/2024
EDMP, INC. Lutz, FL 7/29/2026
EDMUNDS WHITE PARTNERS LLC 11/4/2014
Efficient Advisors, LLC Beaverton, OR 4/29/2026
Efficient Frontier Advisors LLC 7/9/2025