Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
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
EVERPAR ADVISORS LLC Tulsa, OK 1/7/2026
EverPoint Asset Management, LLC 2/14/2017
Eversept Partners, LP New York, NY 2/17/2026
EverSource Wealth Advisors, LLC Birmingham, AL 2/6/2026
Everstar Asset Management, LLC Mooresville, NC 4/16/2026
EVEXIA WEALTH LLC Stevens Point, WI 4/16/2026
EVOKE WEALTH, LLC Los Angeles, CA 2/6/2026
Evolution Advisers, Inc. Richmond, VA 1/23/2026
Evolution Capital Management LLC 2/13/2023
Evolution Equity Partners II SARL 11/3/2023
Evolution Wealth Advisors, LLC Aventura, FL 1/12/2026
EVOLUTION WEALTH MANAGEMENT INC. Fort Myers, FL 2/10/2026
Evolutionary Tree Capital Management, LLC Alexandria, VA 2/12/2026
EVOLVE PRIVATE WEALTH, LLC Los Angeles, CA 4/16/2026
EVR Research LP Richmond, VA 2/17/2026
EWA, LLC Pittsburgh, PA 2/3/2026
EWG Elevate Inc. 10/7/2025
Ewing Morris & Co. Investment Partners Ltd. Toronto, Z4 2/17/2026
Exane Asset Management Paris, I0 1/27/2026
EXANE DERIVATIVES 7/12/2022
EXCALIBUR MANAGEMENT CORP Waltham, MA 2/10/2026
EXCELSIA, INC. 7/29/2015
Excelsior Advisor Network LLC Scottsdale, AZ 2/13/2026
Exchange Bank Santa Rosa, CA 4/8/2026
Exchange Capital Management, Inc. 7/21/2025
EXCHANGE TRADED CONCEPTS, LLC Oklahoma City, OK 4/14/2026
EXECUTIVE WEALTH GROUP LLC 4/11/2024
Executive Wealth Management, LLC 2/13/2025
EXELON CORP 11/14/2022
EXENCIAL WEALTH ADVISORS, LLC Oklahoma City, OK 1/30/2026
Exeter Financial, LLC Scottsdale, AZ 1/7/2026
Exit Wealth Advisors, LLC. Atlanta, GA 2/10/2026
ExodusPoint Capital Management, LP New York, NY 2/17/2026
Exome Asset Management LLC New York, NY 2/13/2026
Exor N.V. Amsterdam, P7 2/3/2026
Exos Asset Management LLC 11/13/2025
Exos TFP Holdings LLC 2/14/2024
Expect Equity LLC Pikesville, MD 2/17/2026
Explore Capital Management, LLC Dallas, TX 2/11/2026
Expressive Wealth LLC Chicago, IL 2/9/2026
Extract Advisors LLC Calabasas, CA 2/13/2026
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 4/12/2018
F&C Asset Management plc Edinburgh, Scotland, X0 5/14/2014
F&V Capital Management, LLC Boca Raton, FL 3/26/2026
F-Squared Investment Management, LLC 8/5/2015
F/m Investments LLC Washington, DC 2/3/2026
F3Logic, LLC 2/14/2023
Facet Wealth, Inc. Baltimore, MD 1/29/2026
FACT Capital, LP New York, NY 3/9/2026
FACTORIAL MANAGEMENT Ltd Hong Kong, K3 1/26/2026
Factorial Partners, LLC Mt. Kisco, NY 2/10/2026
FACTORY MUTUAL INSURANCE CO Waltham, MA 1/23/2026
FAGAN ASSOCIATES, INC. Troy, NY 1/30/2026
Fairbanks Capital Management, Inc. Rancho Santa Fe, CA 2/13/2026
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN Toronto, A6 2/17/2026
Fairfield Financial Advisors, LTD Wellesley, MA 2/2/2026
Fairfield University Fairfield, CT 2/12/2026
FAIRFIELD, BUSH & CO. Darien, CT 2/13/2026
Fairhaven Wealth Management, LLC 2/4/2025
FAIRHOLME CAPITAL MANAGEMENT LLC South Miami, FL 2/17/2026
Fairman Group, LLC Chesterbrook, PA 2/13/2026
Fairmount Funds Management LLC West Conshohocken, PA 2/17/2026
Fairpointe Capital LLC 5/13/2021
Fairscale Capital, LLC Nashua, NH 2/17/2026
Fairtree Asset Management (Pty) Ltd Bellville, Cape Town, T3 2/6/2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC Greenbrae, CA 2/17/2026
Fairvoy Private Wealth, LLC Birmingham, AL 1/14/2026
Fairway Financial, LLC Casselberry, FL 2/4/2026
Fairway Wealth LLC Independence, OH 1/28/2026
Faithward Advisors, LLC Lancaster, PA 4/17/2026
FALCON POINT CAPITAL, LLC 1/29/2021
Falcon Wealth Planning Ontario, CA 2/3/2026
Family Asset Management, LLC 10/30/2024
Family Capital Management, Inc. Grand Rapids, MI 1/27/2026
Family Capital Trust Co Peabody, MA 1/27/2026
Family CFO Inc Los Altos, CA 1/23/2026
Family Firm, Inc. 8/8/2025
Family Investment Center, Inc. Saint Joseph, MO 1/23/2026
Family Legacy Financial Solutions, LLC Cary, NC 4/15/2026
Family Legacy, Inc. Greenville, SC 2/4/2026
Family Manage LLC New York, NY 2/17/2026
Family Office Research LLC Bethesda, MD 2/9/2026
FAMILY WEALTH PARTNERS, LLC Matthews, NC 4/14/2026
FARALLON CAPITAL MANAGEMENT LLC San Francisco, CA 2/17/2026
FARLEY CAPITAL L.P. New York, NY 2/13/2026
Farmer Steven Patrick 7/6/2022
FARMERS & MERCHANTS INVESTMENTS INC Lincoln, NE 2/3/2026
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, PA 2/2/2026
Farmers & Merchants Trust Co of Long Beach Long Beach, CA 4/16/2026
Farmers National Bank Danville, KY 3/12/2026
FARMERS TRUST CO Youngstown, OH 4/7/2026
Farmhouse Investment Management LLC 11/15/2018
Farmstead Capital Management, LLC 11/14/2019
Farnam Financial LLC Phoenix, AZ 1/26/2026
FARR MILLER & WASHINGTON LLC/DC 11/15/2021
Farrell Financial LLC Orchard Park, NY 4/13/2026
Farringdon Capital, Ltd. London, X0 2/17/2026
Farrow Financial, Inc. South Burlington, VT 1/27/2026
Farther Finance Advisors, LLC San Francisco, CA 4/7/2026
FAS Wealth Partners, Inc. Leawood, KS 2/18/2026
Fayerweather Charles 7/28/2020
FAYEZ SAROFIM & CO Houston, TX 2/13/2026
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 2/4/2020
FBR & Co. Arlington, VA 2/11/2014
FC Advisory LLC West Chester, PA 4/14/2026
FCA CORP /TX Houston, TX 2/11/2026
FCG ADVISORS, LLC 11/13/2020
FCG Investment Co Germantown, TN 4/9/2026
FCM INVESTMENTS/TX 1/17/2018
FCPM III SERVICES B.V. Naarden, P7 2/17/2026
FDO Partners, LLC 5/14/2018
FDx Advisors, Inc. Berwyn, PA 2/10/2026
Fearless Solutions, LLC dba Best Invest San Antonio, TX 1/20/2026
FEARNLEY ASSET MANAGEMENT AS Oslo, Q8 3/3/2026
FEDERAL RESERVE BANK OF NEW YORK 10/7/2022
FEDERATED HERMES, INC. Pittsburgh, PA 2/12/2026
Federation des caisses Desjardins du Quebec Levis, A8 2/12/2026
Fee-Only Financial Planning, L.C. Okatie, SC 1/26/2026
FEINBERG STEPHEN 11/16/2020
FELL CAPITAL MANAGEMENT /ADV Newport Beach, CA 3/27/2026
FengHe Fund Management Pte. Ltd. Singapore, U0 1/30/2026
FENIMORE ASSET MANAGEMENT INC Cobleskill, NY 2/2/2026
Ferguson Johnson Wealth Management Inc Rockville, MD 2/6/2026
Ferguson Shapiro LLC Decatur, GA 1/26/2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Portland, OR 1/13/2026
Fermata Advisors, LLC Sonoma, CA 4/8/2026
FERNBRIDGE CAPITAL MANAGEMENT LP Los Angeles, CA 2/17/2026
Fernwood Investment Management, LLC 2/13/2025
Ferox Capital LLP 2/12/2021
Ferox Capital Management LP 5/13/2020
Ferris Capital, LLC 5/13/2022
Feynman Point Asset Management LLC New York, NY 2/18/2026
FF Advisors,LLC Manhattan Beach, CA 2/13/2026
FFG Partners, LLC Fort Lauderdale, FL 4/17/2026
FFG RETIREMENT ADVISORS LLC Centennial, CO 4/15/2026
FFL Partners, LLC 11/10/2020
FFT WEALTH MANAGEMENT LLC Philadelphia, PA 2/9/2026
Fi3 FINANCIAL ADVISORS, LLC Indianapolis, IN 2/6/2026
FIAT WEALTH MANAGEMENT LLC 5/3/2024
FIC CAPITAL INC 11/14/2017
Fidato Wealth LLC Middleburg Heights, OH 2/13/2026
FIDELIS CAPITAL PARTNERS, LLC Tampa, FL 2/9/2026
FIDELIS iM, LLC Medford, OR 1/23/2026
Fidelis Wealth Advisors LLC Castle Rock, CO 2/13/2026
FIDELITY D & D BANCORP INC Dunmore, PA 2/9/2026
Fidelity National Financial, Inc. Jacksonville, FL 2/11/2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. Turin, L6 2/9/2026
Fideuram Asset Management (Ireland) dac Dublin 1, L2 2/10/2026
FIDGEON TIMOTHY F 11/13/2015
FIDUCIARY ADVISORS, INC. St. Louis, MO 4/16/2026
Fiduciary Alliance LLC Greenville, SC 1/22/2026
FIDUCIARY ASSET MANAGEMENT LLC 4/14/2015
FIDUCIARY COUNSELLING INC Saint Paul, MN 2/3/2026
FIDUCIARY FAMILY OFFICE, LLC Boca Raton, FL 2/10/2026
FIDUCIARY FINANCIAL GROUP, LLC San Rafael, CA 4/13/2026
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 2/11/2020
Fiduciary Group, LLC Savannah, GA 2/12/2026
FIDUCIARY MANAGEMENT ASSOCIATES LLC 5/4/2016
FIDUCIARY MANAGEMENT INC /WI/ Milwaukee, WI 2/11/2026
Fiduciary Planning LLC Englewood, FL 1/22/2026
FIDUCIARY SERVICES CORP/GA 5/14/2015
FIDUCIARY TRUST CO Boston, MA 2/13/2026
FIDUCIARY TRUST INTERNATIONAL LLC 8/11/2020
Fiduciary Wealth Partners, LLC Newton, MA 1/28/2026
FIDUCIENT ADVISORS LLC Chicago, IL 2/10/2026
Field & Main Bank Henderson, KY 4/10/2026
Fielder Capital Group LLC Nashville, TN 2/10/2026
FIELDPOINT PRIVATE ADVISORS, INC 2/15/2018
Fieldpoint Private Securities, LLC 8/5/2022
Fieldview Capital Management, LLC Niles, MI 2/13/2026
Fiera Capital Corp Montreal, A8 2/11/2026
FIFTH LANE CAPITAL, LP Austin, TX 2/13/2026
FIFTH THIRD BANCORP Cincinnati, OH 2/2/2026
FIFTH THIRD SECURITIES, INC. Cincinnati, OH 4/15/2026
Fifth Third Wealth Advisors LLC Cincinnati, OH 1/15/2026
FIFTHDELTA Ltd London, X0 2/13/2026
FIGURE 8 INVESTMENT STRATEGIES LLC Boise, ID 1/21/2026
FIL Ltd Hamilton, D0 2/17/2026
Filament LLC 11/5/2020
Filbrandt Wealth Management, LLC 10/6/2021
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 1/30/2019
Financial & Tax Architects, LLC St Louis, MO 1/21/2026
Financial Advantage, Inc. 11/7/2023
Financial Advisors Network, Inc. 11/14/2025
Financial Advisors, LLC 11/7/2025
Financial Advisory Corp Grand Rapids, MI 4/10/2026
Financial Advisory Group 5/10/2024
FINANCIAL ADVISORY PARTNERS, LLC Winter Park, FL 1/23/2026
Financial Advocates Investment Management 11/6/2025
Financial Alternatives, Inc La Jolla, CA 2/4/2026
Financial Architects, Inc 8/10/2023
Financial Architects, LLC Woodstock, GA 1/21/2026
Financial Avengers, Inc. Oakland, CA 3/3/2026
Financial Connections Group, Inc. Corte Madera, CA 1/23/2026
Financial Consulate Inc. 7/14/2021
FINANCIAL CONSULATE, INC Hunt Valley, MD 1/22/2026