Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Elemental Capital Partners LLC San Francisco, CA 4/27/2026
Elephas Investment Management Ltd 9/1/2021
Elequin Capital, LP New York, NY 5/11/2026
Eleva Capital SAS Paris, I0 7/2/2026
Elevate Capital Advisors, LLC Eagle, CO 4/23/2026
ELEVATE WEALTH ADVISORY, INC Athens, GA 5/11/2026
Elevated Capital Advisors, LLC Sandy, UT 4/30/2026
Elevated Financial Group LLC Indianapolis, IN 5/11/2026
Elevated Private Wealth, LLC Brookfield, WI 2/12/2026
Elevation Advisory Partners LLC Orlando, FL 5/8/2026
Elevation Capital Advisory, LLC Bend, OR 5/8/2026
Elevation Management, LLC Menlo Park, CA 2/14/2014
ELEVATION POINT WEALTH PARTNERS, LLC Denver, CO 4/27/2026
Elevation Wealth Management LLC Eden Prairie, MN 5/11/2026
ELEVATION WEALTH PARTNERS, LLC Walnut Creek, CA 4/14/2026
ELEVATUS WELATH MANAGEMENT Victor, NY 4/15/2026
Eley Financial Management, Inc South Burlington, VT 5/19/2026
Elgethun Capital Management Sioux Falls, SD 5/14/2026
Elios Financial Group Inc. 8/13/2025
Eliot Finkel Investment Counsel, LLC Beverly Hills, CA 4/27/2026
Elite Financial, Inc. Lewiston, ID 5/12/2026
Elite Life Management LLC Erie, PA 5/11/2026
Elite Wealth Management, Inc. Kirkland, WA 5/15/2026
Elizabeth Park Capital Advisors, Ltd. Pepper Pike, OH 5/14/2026
Elk Creek Partners, LLC 5/14/2020
Elk River Wealth Management LLC Denver, CO 4/17/2026
Elkfork Partners LLC 11/14/2019
Elkhorn Investments, LLC 3/19/2018
ELKHORN PARTNERS LIMITED PARTNERSHIP Omaha, NE 5/14/2026
Ellenbecker Investment Group Waukesha, WI 4/23/2026
ELLERSON GROUP INC /ADV Annapolis, MD 5/4/2026
Ellevest, Inc. New York, NY 5/11/2026
ELLINGTON MANAGEMENT GROUP LLC 8/16/2021
Elliott Investment Management L.P. West Palm Beach, FL 5/15/2026
ELLIOTT MANAGEMENT CORP 11/16/2020
Ellis Investment Partners, LLC Berwyn, PA 5/12/2026
Ellis Lake Capital, LLC 4/25/2016
Ellsworth Advisors, LLC Hudson, OH 4/16/2026
ELM ADVISORS, LLC 4/1/2022
Elm Partners Management LLC Philadelphia, PA 5/13/2026
Elm Ridge Management, LLC 5/15/2024
Elm3 Financial Group, LLC Alpharetta, GA 4/13/2026
Elmind Capital, LP New York, NY 5/15/2026
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 5/11/2026
Elser Financial Planning, Inc Indianapolis, IN 4/15/2026
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA 5/1/2026
ELWOOD CAPITAL PARTNERS LP New York, NY 5/14/2026
Elyxium Wealth, LLC Beverly Hills, CA 5/6/2026
Emancipation Management LLC 2/10/2020
Embree Financial Group Chicago, IL 4/23/2026
EMC Capital Management Houston, TX 3/9/2026
Emerald Acquisition Ltd. 11/9/2016
EMERALD ADVISERS, LLC Leola, PA 5/4/2026
Emerald Advisors, LLC Bellevue, WA 4/23/2026
Emerald Investment Advisers, LLC Leola, PA 5/11/2026
EMERALD MUTUAL FUND ADVISERS TRUST Leola, PA 5/4/2026
EMERGENCE GP PARTNERS, LLC San Francisco, CA 5/8/2026
Emergent Wealth Advisors, LLC Williamsville, NY 4/7/2026
Emerging Global Advisors, LLC 8/15/2016
EMERGING SOVEREIGN GROUP LLC 11/14/2018
Emerging Variant Capital Management LP 2/13/2023
EMERSON INVESTMENT MANAGEMENT, LLC 5/9/2016
Emerson Point Capital LP 10/2/2023
Emerson Wealth, LLC 8/3/2022
Emery Howard Portfolio Management, Inc. 1/6/2022
Emeth Value Capital, LLC New Orleans, LA 5/8/2026
EMFO, LLC 7/26/2024
EMG Holdings, L.P. Old Greenwich, CT 5/19/2026
EMINENCE CAPITAL, LP New York, NY 7/6/2026
Emissary Wealth LLC Hackensack, NJ 5/8/2026
EMJ Capital Ltd. 2/14/2023
Emmett Investment Management, LP New York, NY 5/15/2026
EMORY UNIVERSITY Atlanta, GA 5/14/2026
Empery Asset Management, LP New York, NY 5/8/2026
Empire Capital Management, L.L.C. 2/13/2017
Empire Financial Management Company, LLC New York, NY 5/15/2026
Empire Life Investments Inc. Toronto, A6 5/11/2026
Empirical Asset Management, LLC Wellesley, MA 5/11/2026
Empirical Capital Management, LLC Hendersonville, TN 5/14/2026
EMPIRICAL CAPITAL PARTNERS LP 2/19/2015
Empirical Finance, LLC Newtown Square, PA 5/14/2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Seattle, WA 5/4/2026
Employees Provident Fund Board Shah Alam, N8 5/12/2026
Employees Retirement System of Texas Austin, TX 5/13/2026
Employees' Retirement Fund of the City of Fort Worth Fort Worth, TX 5/11/2026
Employers Holdings, Inc. 4/30/2021
Empower Advisory Group, LLC Greenwood Village, CO 5/14/2026
Empower Annuity Insurance Co Greenwood Village, CO 5/11/2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC. Grand Cayman, E9 5/12/2026
Empowered Funds, LLC Newtown Square, PA 6/15/2026
Emprise Bank Wichita, KS 4/20/2026
Empyrean Capital Partners, LP Los Angeles, CA 5/15/2026
Emrys Partners, L.P. 8/14/2014
EMS Capital LP 2/14/2022
Emso Asset Management Ltd 11/14/2023
ENA Investment Capital LLP 11/14/2018
Enavate Sciences GP, LLC New York, NY 5/15/2026
EnCap Energy Capital Fund IX, L.P. Houston, TX 2/17/2026
EnCap Energy Capital Fund VIII Co-Investors, L.P. 2/11/2020
EnCap Energy Capital Fund VIII, L.P. Houston, TX 2/17/2026
EnCap Energy Capital Fund X, L.P. Houston, TX 2/17/2026
EnCap Energy Capital Fund XI, L.P. Houston, TX 2/17/2026
EnCap Energy Capital Fund XII, L.P. Houston, TX 2/17/2026
EnCap Flatrock Midstream Fund III, L.P. 11/14/2024
EnCap Flatrock Midstream Fund IV, L.P. 11/14/2024
EnCap Investments L.P. Houston, TX 5/15/2026
EnCap Partners GP, LLC Houston, TX 2/17/2026
Enclave Advisors LLC Austin, TX 4/13/2026
Encompass Capital Advisors LLC New York, NY 5/15/2026
Encompass More Asset Management Danville, CA 4/28/2026
ENCOMPASS WEALTH ADVISORS, LLC Portland, OR 4/21/2026
Encore Global Management, LP Houston, TX 5/15/2026
ENDEAVOR PRIVATE WEALTH, INC. Topeka, KS 5/14/2026
ENDEAVOUR CAPITAL ADVISORS INC Greenwich, CT 5/11/2026
ENDEX CAPITAL MANAGEMENT LLC Overland Park, KS 2/14/2014
ENDICOTT MANAGEMENT CO 11/14/2023
Endowment Wealth Management, Inc. Appleton, WI 5/8/2026
Endurance Services Ltd Purchase, NY 5/13/2026
Endurance Wealth Management, Inc. 8/9/2023
Endurant Capital Management LP 5/7/2024
Endure Capital Management, LLC Austin, TX 5/15/2026
ENERGY CAPITAL PARTNERS III, LLC 8/22/2017
Energy Income Partners, LLC Westport, CT 5/15/2026
Energy Opportunities Capital Management, LLC 2/14/2023
EnerVest, Ltd. 11/14/2025
Engadine Partners LLP 10/16/2019
Engaged Capital LLC Newport Beach, CA 5/15/2026
Engine Capital Management, LP New York, NY 5/15/2026
ENGINE NO. 1 LLC 11/14/2025
Engineers Gate Manager LP New York, NY 5/15/2026
Engle Capital Management, L.P. Greenwich, CT 5/15/2026
Englebert Financial Advisers, LLC Allentown, PA 4/22/2026
ENGLISH CAPITAL MANAGEMENT LLC Bloomfield Hills, MI 5/8/2026
Engrave Wealth Partners LLC 1/16/2024
Enhancing Capital LLC Harrisburg, PA 5/8/2026
Enlightenment Research, LLC 1/24/2023
Ennismore Fund Management Ltd 4/30/2021
EnRich Financial Partners LLC Madison, WI 5/5/2026
Ensemble Capital Management, LLC 11/12/2024
Ensign Peak Advisors, Inc Salt Lake City, UT 5/13/2026
Enstar Group LTD Hamilton, D0 5/15/2026
Entelevest, LLC Coral Gables, FL 5/4/2026
Enterprise Bank & Trust Co 7/7/2025
ENTERPRISE FINANCIAL SERVICES CORP Clayton, MO 5/5/2026
Enterprise Investors Corp 10/15/2015
Enterprise Trust & Investment Co 7/22/2022
ENTREWEALTH, LLC Austin, TX 5/14/2026
Entropy Technologies, LP New York, NY 5/14/2026
Entruity Wealth, LLC Bakersfield, CA 5/8/2026
ENTRUST FINANCIAL LLC Wayne, PA 5/12/2026
ENTRUST GLOBAL PARTNERS L L C New York, NY 5/15/2026
EnTrust Global Partners Offshore LP 8/14/2020
EnTrustPermal Management LLC 11/14/2017
EntryPoint Capital, LLC New York, NY 5/14/2026
ENVESTNET ASSET MANAGEMENT INC Berwyn, PA 5/4/2026
Envestnet Portfolio Solutions, Inc. Berwyn, PA 4/29/2026
Envision Financial LLC Brookfield, WI 4/16/2026
Envision Financial Planning, LLC Memphis, TN 5/15/2026
Envision Financial Transparency, LLC Greensboro, NC 5/13/2026
Envoi LLC 11/8/2024
ENZI WEALTH Austin, TX 4/24/2026
Eos Focused Equity Management, L.P. 11/1/2024
Eos Management, L.P. New York, NY 5/5/2026
EP Wealth Advisors, LLC Torrance, CA 5/14/2026
EPACRIA CAPITAL PARTNERS, LLC Boulder, CO 5/15/2026
EPG Wealth Management LLC Atlanta, GA 5/7/2026
Epic Trust Investment Advisors, LLC 7/17/2024
EPIQ Capital Group, LLC 2/7/2025
EPIQ PARTNERS, LLC Minneapolis, MN 4/9/2026
Epoch Investment Partners, Inc. New York, NY 5/14/2026
Epstein & White Financial LLC 8/10/2021
EQ LLC Bellevue, WA 5/6/2026
EQ WEALTH ADVISORS, LLC Dallas, TX 5/1/2026
EQT Fund Management S.a r.l. Luxembourg, N4 5/14/2026
Equinox Fund Management LLC 2/23/2017
Equinox Institutional Asset Management, LP 11/15/2016
Equinox Partners Investment Management LLC Stamford, CT 4/24/2026
Equita Financial Network, Inc. Fort Washington, PA 4/23/2026
Equitable Holdings, Inc. New York, NY 5/15/2026
EQUITABLE TRUST CO Nashville, TN 4/30/2026
EQUITEC PROPRIETARY MARKETS, LLC Chicago, IL 5/11/2026
EQUITEC SPECIALISTS, LLC 7/20/2021
EQUITY INVESTMENT CORP Atlanta, GA 5/4/2026
Equity Wealth Partners, LLC Independence, MO 5/8/2026
Equius Partners, Inc. 1/27/2023
ER Collective Holdings, LLC Washington, DC 5/15/2026
Ergawealth Advisors, Inc. Oak Brook, IL 4/27/2026
Ergoteles LLC 11/14/2023
Erickson Financial Group, LLC Allentown, PA 4/8/2026
ERn Financial, LLC Middleton, WI 4/24/2026
ERN LLC 7/13/2022
Erste Asset Management GmbH Vienna, C4 5/11/2026
Ervin Investment Management, LLC Seattle, WA 4/8/2026
ES4, LLC Newport Beach, CA 4/29/2026
ESA Global Value Fund 11/7/2023
Eschler Asset Management LLP London, X0 5/15/2026
ESL Trust Services, LLC Rochester, NY 5/7/2026
Espalier Global Management LLC 1/18/2017