Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
EMERALD MUTUAL FUND ADVISERS TRUST Leola, PA 2/9/2026
EMERGENCE GP PARTNERS, LLC San Francisco, CA 2/6/2026
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 1/7/2026
EMFO, LLC 7/26/2024
EMG Holdings, L.P. Old Greenwich, CT 2/17/2026
EMINENCE CAPITAL, LP New York, NY 2/17/2026
Emissary Wealth LLC Hackensack, NJ 1/27/2026
EMJ Capital Ltd. 2/14/2023
Emmett Investment Management, LP New York, NY 2/17/2026
EMORY UNIVERSITY Atlanta, GA 2/11/2026
Empery Asset Management, LP New York, NY 2/11/2026
Empire Capital Management, L.L.C. 2/13/2017
Empire Financial Management Company, LLC New York, NY 2/12/2026
Empire Life Investments Inc. Toronto, A6 2/4/2026
Empirical Asset Management, LLC Wellesley, MA 2/6/2026
Empirical Capital Management, LLC Hendersonville, TN 2/10/2026
EMPIRICAL CAPITAL PARTNERS LP 2/19/2015
Empirical Finance, LLC Newtown Square, PA 2/12/2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Seattle, WA 1/16/2026
Employees Provident Fund Board Shah Alam, N8 4/7/2026
Employees Retirement System of Texas Austin, TX 2/9/2026
Employees' Retirement Fund of the City of Fort Worth Fort Worth, TX 2/11/2026
Employers Holdings, Inc. 4/30/2021
Empower Advisory Group, LLC Greenwood Village, CO 2/12/2026
Empower Annuity Insurance Co Greenwood Village, CO 2/12/2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC. Grand Cayman, E9 2/10/2026
Empowered Funds, LLC Newtown Square, PA 2/18/2026
Emprise Bank Wichita, KS 1/28/2026
Empyrean Capital Partners, LP Los Angeles, CA 2/17/2026
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 2/17/2026
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 Partners GP, LLC Houston, TX 2/17/2026
Enclave Advisors LLC Austin, TX 1/14/2026
Encompass Capital Advisors LLC New York, NY 2/17/2026
Encompass More Asset Management Danville, CA 2/3/2026
ENCOMPASS WEALTH ADVISORS, LLC Portland, OR 1/22/2026
ENDEAVOR PRIVATE WEALTH, INC. Topeka, KS 2/11/2026
ENDEAVOUR CAPITAL ADVISORS INC Greenwich, CT 2/9/2026
ENDEX CAPITAL MANAGEMENT LLC Overland Park, KS 2/14/2014
ENDICOTT MANAGEMENT CO 11/14/2023
Endowment Wealth Management, Inc. Appleton, WI 2/9/2026
Endurance Services Ltd Purchase, NY 2/11/2026
Endurance Wealth Management, Inc. 8/9/2023
Endurant Capital Management LP 5/7/2024
ENERGY CAPITAL PARTNERS III, LLC 8/22/2017
Energy Income Partners, LLC Westport, CT 2/17/2026
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 2/17/2026
Engine Capital Management, LP New York, NY 2/17/2026
ENGINE NO. 1 LLC 11/14/2025
Engineers Gate Manager LP New York, NY 2/17/2026
Engle Capital Management, L.P. Greenwich, CT 2/17/2026
Englebert Financial Advisers, LLC Allentown, PA 2/4/2026
ENGLISH CAPITAL MANAGEMENT LLC Bloomfield Hills, MI 2/10/2026
Engrave Wealth Partners LLC 1/16/2024
Enhancing Capital LLC Harrisburg, PA 2/3/2026
Enlightenment Research, LLC 1/24/2023
Ennismore Fund Management Ltd 4/30/2021
EnRich Financial Partners LLC Madison, WI 1/28/2026
Ensemble Capital Management, LLC 11/12/2024
Ensign Peak Advisors, Inc Salt Lake City, UT 2/12/2026
Enstar Group LTD Hamilton, D0 2/13/2026
Entelevest, LLC Coral Gables, FL 2/11/2026
Enterprise Bank & Trust Co 7/7/2025
ENTERPRISE FINANCIAL SERVICES CORP Clayton, MO 1/14/2026
Enterprise Investors Corp 10/15/2015
Enterprise Trust & Investment Co 7/22/2022
ENTREWEALTH, LLC Austin, TX 2/13/2026
Entropy Technologies, LP New York, NY 2/13/2026
Entruity Wealth, LLC Bakersfield, CA 2/3/2026
ENTRUST FINANCIAL LLC Wayne, PA 2/6/2026
ENTRUST GLOBAL PARTNERS L L C New York, NY 2/17/2026
EnTrust Global Partners Offshore LP 8/14/2020
EnTrustPermal Management LLC 11/14/2017
EntryPoint Capital, LLC New York, NY 2/12/2026
ENVESTNET ASSET MANAGEMENT INC Berwyn, PA 2/10/2026
Envestnet Portfolio Solutions, Inc. Berwyn, PA 2/6/2026
Envision Financial LLC Brookfield, WI 1/7/2026
Envision Financial Planning, LLC Memphis, TN 2/17/2026
Envoi LLC 11/8/2024
ENZI WEALTH Austin, TX 1/15/2026
Eos Focused Equity Management, L.P. 11/1/2024
Eos Management, L.P. New York, NY 3/12/2026
EP Wealth Advisors, LLC Torrance, CA 2/18/2026
EPACRIA CAPITAL PARTNERS, LLC Boulder, CO 2/17/2026
EPG Wealth Management LLC Atlanta, GA 1/28/2026
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 2/13/2026
Epstein & White Financial LLC 8/10/2021
EQ LLC Bellevue, WA 2/10/2026
EQ WEALTH ADVISORS, LLC Dallas, TX 2/2/2026
EQT Fund Management S.a r.l. Luxembourg, N4 2/11/2026
Equinox Fund Management LLC 2/23/2017
Equinox Institutional Asset Management, LP 11/15/2016
Equinox Partners Investment Management LLC Stamford, CT 2/17/2026
Equita Financial Network, Inc. Fort Washington, PA 1/29/2026
Equitable Holdings, Inc. New York, NY 2/17/2026
EQUITABLE TRUST CO Nashville, TN 2/2/2026
EQUITEC PROPRIETARY MARKETS, LLC Chicago, IL 2/17/2026
EQUITEC SPECIALISTS, LLC 7/20/2021
EQUITY INVESTMENT CORP Atlanta, GA 2/12/2026
Equity Wealth Partners, LLC Independence, MO 1/26/2026
Equius Partners, Inc. 1/27/2023
ER Collective Holdings, LLC Washington, DC 2/17/2026
Ergawealth Advisors, Inc. Oak Brook, IL 1/21/2026
Ergoteles LLC 11/14/2023
Erickson Financial Group, LLC Allentown, PA 4/8/2026
ERn Financial, LLC Middleton, WI 1/15/2026
ERN LLC 7/13/2022
Erste Asset Management GmbH Vienna, C4 2/11/2026
Ervin Investment Management, LLC Seattle, WA 4/8/2026
ES4, LLC Newport Beach, CA 2/13/2026
ESA Global Value Fund 11/7/2023
Eschler Asset Management LLP London, X0 2/13/2026
ESG Planning DBA Harper Investing Santa Clara, CA 2/4/2026
ESL Trust Services, LLC Rochester, NY 2/10/2026
Espalier Global Management LLC 1/18/2017
Essential Planning, LLC. Portsmouth, NH 1/15/2026
Essex Bank Essex, CT 2/2/2026
Essex Financial Services, Inc. Essex, CT 2/10/2026
ESSEX INVESTMENT MANAGEMENT CO LLC Boston, MA 2/13/2026
Essex LLC Deer Park, IL 1/20/2026
Essex Private Wealth Management, LLC 10/24/2024
Essex Woodlands Management, Inc. The Woodlands, TX 2/4/2026
Estabrook Capital Management New York, NY 2/13/2026
Estate Counselors, LLC Thiensville, WI 2/2/2026
Estate Planners Group, LLC Yardley, PA 4/7/2026
Estuary Capital Management LP Wayzata, MN 2/17/2026
Etesian Wealth Advisors, Inc. West Linn, OR 2/11/2026
ETF MANAGERS GROUP, LLC 4/18/2023
ETF Portfolio Partners, Inc. Leawood, KS 1/20/2026
ETF Store, Inc. Overland Park, KS 1/22/2026
ETFIDEA, LLC 11/8/2024
Ethic Inc. New York, NY 2/3/2026
Ethos Capital Management, Inc. Newtown, PA 4/7/2026
Ethos Financial Group, LLC King Of Prussia, PA 1/20/2026
Eton Park Capital Management, L.P. 7/31/2017
ETRADE Capital Management LLC 11/13/2020
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC Miamisburg, OH 2/5/2026
Euclid Advisors LLC 11/14/2017
Euclidean Capital LLC New York, NY 2/17/2026
Euclidean Technologies Management, LLC 4/26/2023
EUDAIMONIA ADVISORS LLC 4/25/2024
Eudaimonia Partners, LLC 4/25/2024
Eukles Asset Management Cincinnati, OH 2/9/2026
EULAV Asset Management Sarasota, FL 2/11/2026
Eurizon Asset Management Hungary Ltd. Budapest, K5 2/11/2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. Bratislava, 2B 2/10/2026
Eurizon Capital SGR S.p.A. Milan, L6 2/10/2026
Eurizon SLJ Capital Ltd London, X0 2/10/2026
Euro Pacific Asset Management, LLC Dorado, PR 1/21/2026
Evansbrook LLC Bolingbrook, IL 2/19/2026
Evanson Asset Management, LLC Carmel, CA 4/8/2026
Evanston Investments, Inc., dba Evanston Advisors 2/11/2019
Evelyn Partners Asset Management Ltd London, X0 2/13/2026
Evelyn Partners Investment Management (Europe) Ltd Dublin, L2 2/13/2026
Evelyn Partners Investment Management LLP London, X0 2/13/2026
Evelyn Partners Investment Management Services Ltd London, X0 2/13/2026
Evensky & Katz LLC Coral Gables, FL 2/5/2026
EVENTIDE ASSET MANAGEMENT, LLC Boston, MA 2/13/2026
Evercore Trust Company, N.A. 2/13/2019
Evercore Wealth Management, LLC New York, NY 2/17/2026
EVEREST CAPITAL LLC 11/14/2016
Everest Management Corp. Cupertino, CA 2/2/2026
Everett Capital Advisors UK LLP 1/27/2021
EVERETT HARRIS & CO /CA/ Los Angeles, CA 2/11/2026
Evergreen Advisors, LLC Chattanooga, TN 2/5/2026
EVERGREEN CAPITAL MANAGEMENT LLC Bellevue, WA 1/27/2026
Evergreen Private Wealth LLC Greenwood Village, CO 1/28/2026
Evergreen Quality Fund GP, Ltd. Grand Cayman, E9 2/17/2026
Evergreen Venture Partners Ltd. 11/14/2025
Evergreen Wealth Management, LLC Williamston, MI 2/6/2026
Evergreen Wealth Partners LLC Kalispell, MT 2/5/2026
Everhart Financial Group, Inc. Dublin, OH 4/9/2026
EVERMAY WEALTH MANAGEMENT LLC Arlington, VA 1/22/2026
Evermore Global Advisors, LLC 1/18/2023
Evernest Financial Advisors, LLC Carmel, IN 2/13/2026