Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
EPACRIA CAPITAL PARTNERS, LLC Boulder, CO 8/13/2026
EPG Wealth Management LLC Atlanta, GA 7/28/2026
Epic Trust Investment Advisors, LLC 7/17/2024
EPIQ Capital Group, LLC 2/7/2025
EPIQ PARTNERS, LLC Minneapolis, MN 7/7/2026
Epoch Investment Partners, Inc. New York, NY 8/13/2026
Epstein & White Financial LLC 8/10/2021
EQ LLC Bellevue, WA 7/23/2026
EQ WEALTH ADVISORS, LLC Dallas, TX 7/24/2026
EQT Fund Management S.a r.l. Luxembourg, N4 8/13/2026
Equinox Fund Management LLC 2/23/2017
Equinox Institutional Asset Management, LP 11/15/2016
Equinox Partners Investment Management LLC Stamford, CT 8/14/2026
Equita Financial Network, Inc. Fort Washington, PA 7/29/2026
Equitable Holdings, Inc. New York, NY 8/17/2026
EQUITABLE TRUST CO Nashville, TN 7/23/2026
EQUITEC PROPRIETARY MARKETS, LLC Chicago, IL 7/20/2026
EQUITEC SPECIALISTS, LLC 7/20/2021
EQUITY INVESTMENT CORP Atlanta, GA 8/7/2026
Equity Wealth Partners, LLC Independence, MO 7/27/2026
Equius Partners, Inc. 1/27/2023
ER Collective Holdings, LLC Washington, DC 8/14/2026
Ergawealth Advisors, Inc. Oak Brook, IL 8/7/2026
Ergoteles LLC 11/14/2023
Erickson Financial Group, LLC Allentown, PA 7/27/2026
ERn Financial, LLC Middleton, WI 7/23/2026
ERN LLC 7/13/2022
Erste Asset Management GmbH Vienna, C4 7/28/2026
Ervin Investment Management, LLC Seattle, WA 7/14/2026
ES4, LLC Newport Beach, CA 7/29/2026
ESA Global Value Fund 11/7/2023
Eschler Asset Management LLP London, X0 8/14/2026
ESL Trust Services, LLC Rochester, NY 8/13/2026
Espalier Global Management LLC 1/18/2017
Essential Investment Partners LLC Englewood, CO 7/15/2026
Essential Partners LLC Rancho Santa Fe, CA 8/10/2026
Essential Planning, LLC. Portsmouth, NH 8/3/2026
Essex Bank Essex, CT 7/23/2026
Essex Financial Services, Inc. Essex, CT 8/10/2026
ESSEX INVESTMENT MANAGEMENT CO LLC Boston, MA 8/6/2026
Essex LLC Deer Park, IL 7/24/2026
Essex Private Wealth Management, LLC 10/24/2024
Essex Woodlands Management, Inc. The Woodlands, TX 8/4/2026
Estabrook Capital Management New York, NY 8/13/2026
Estate Counselors, LLC Thiensville, WI 8/7/2026
Estate Planners Group, LLC Yardley, PA 8/13/2026
Estuary Capital Management LP Wayzata, MN 8/14/2026
Etesian Wealth Advisors, Inc. West Linn, OR 7/23/2026
ETF MANAGERS GROUP, LLC 4/18/2023
ETF Portfolio Partners, Inc. Leawood, KS 7/13/2026
ETF Store, Inc. Overland Park, KS 7/29/2026
ETFIDEA, LLC 11/8/2024
Ethic Inc. New York, NY 7/29/2026
Ethos Capital Management, Inc. Newtown, PA 7/16/2026
Ethos Financial Group, LLC King Of Prussia, PA 8/7/2026
Eton Park Capital Management, L.P. 7/31/2017
ETRADE Capital Management LLC 11/13/2020
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC Miamisburg, OH 8/12/2026
Euclid Advisors LLC 11/14/2017
Euclidean Capital LLC New York, NY 8/14/2026
Euclidean Technologies Management, LLC 4/26/2023
EUDAIMONIA ADVISORS LLC 4/25/2024
Eudaimonia Partners, LLC 4/25/2024
Eukles Asset Management Cincinnati, OH 8/5/2026
EULAV Asset Management Sarasota, FL 7/29/2026
Eurizon Asset Management Hungary Ltd. Budapest, K5 7/30/2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. Bratislava, 2B 7/29/2026
Eurizon Capital SGR S.p.A. Milan, L6 7/29/2026
Eurizon SLJ Capital Ltd London, X0 8/3/2026
Euro Pacific Asset Management, LLC Dorado, PR 8/6/2026
Evansbrook LLC Bolingbrook, IL 8/4/2026
Evanson Asset Management, LLC Carmel, CA 4/8/2026
Evanson Financial, LLC Mclean, VA 7/7/2026
Evanston Investments, Inc., dba Evanston Advisors 2/11/2019
Evelyn Partners Asset Management Ltd London, X0 5/15/2026
Evelyn Partners Group Ltd London, X0 8/7/2026
Evelyn Partners Investment Management (Europe) Ltd Dublin, L2 5/15/2026
Evelyn Partners Investment Management LLP London, X0 5/15/2026
Evelyn Partners Investment Management Services Ltd London, X0 5/15/2026
Evensky & Katz LLC Coral Gables, FL 7/22/2026
EVENTIDE ASSET MANAGEMENT, LLC Boston, MA 8/14/2026
Evercore Trust Company, N.A. 2/13/2019
Evercore Wealth Management, LLC New York, NY 8/14/2026
EVEREST CAPITAL LLC 11/14/2016
Everest Financial Group LLC Minneapolis, MN 8/10/2026
Everest Private Wealth Cupertino, CA 8/7/2026
Everett Capital Advisors UK LLP 1/27/2021
EVERETT HARRIS & CO /CA/ Los Angeles, CA 8/3/2026
Evergreen Advisors, LLC Chattanooga, TN 8/4/2026
EVERGREEN CAPITAL MANAGEMENT LLC Bellevue, WA 7/23/2026
Evergreen Private Wealth LLC Greenwood Village, CO 7/23/2026
Evergreen Quality Fund GP, Ltd. Grand Cayman, E9 8/14/2026
Evergreen Venture Partners Ltd. 11/14/2025
Evergreen Wealth Management, LLC Williamston, MI 7/31/2026
Evergreen Wealth Partners LLC Kalispell, MT 8/11/2026
Everhart Financial Group, Inc. Dublin, OH 7/8/2026
EVERMAY WEALTH MANAGEMENT LLC Arlington, VA 7/27/2026
Evermore Global Advisors, LLC 1/18/2023
Evernest Financial Advisors, LLC Carmel, IN 8/5/2026
EVERPAR ADVISORS LLC Tulsa, OK 7/9/2026
EverPoint Asset Management, LLC 2/14/2017
Eversept Partners, LP New York, NY 8/14/2026
EverSource Wealth Advisors, LLC Birmingham, AL 7/24/2026
Everstar Asset Management, LLC Mooresville, NC 8/3/2026
EVEXIA WEALTH LLC Stevens Point, WI 8/7/2026
EVOKE WEALTH, LLC Los Angeles, CA 8/10/2026
Evolution Advisers, Inc. Richmond, VA 7/31/2026
Evolution Capital Management LLC 2/13/2023
Evolution Equity Partners II SARL 11/3/2023
Evolution Wealth Advisors, LLC Aventura, FL 7/29/2026
EVOLUTION WEALTH MANAGEMENT INC. Fort Myers, FL 7/21/2026
Evolutionary Tree Capital Management, LLC Alexandria, VA 8/13/2026
EVOLVE PRIVATE WEALTH, LLC Los Angeles, CA 8/12/2026
EVR Research LP Richmond, VA 8/13/2026
EWA, LLC Pittsburgh, PA 7/14/2026
EWG Elevate Inc. 10/7/2025
Ewing Morris & Co. Investment Partners Ltd. Toronto, Z4 8/14/2026
Exane Asset Management Paris, I0 7/17/2026
EXANE DERIVATIVES 7/12/2022
EXCALIBUR MANAGEMENT CORP Waltham, MA 8/3/2026
EXCELSIA, INC. 7/29/2015
Exchange Bank Santa Rosa, CA 7/8/2026
Exchange Capital Management, Inc. 7/21/2025
EXCHANGE TRADED CONCEPTS, LLC Oklahoma City, OK 8/11/2026
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 4/27/2026
Exit Wealth Advisors, LLC. Atlanta, GA 8/11/2026
ExodusPoint Capital Management, LP New York, NY 8/14/2026
Exome Asset Management LLC New York, NY 8/14/2026
Exor N.V. Amsterdam, P7 8/3/2026
Exos Asset Management LLC 11/13/2025
Exos TFP Holdings LLC 2/14/2024
Expect Equity LLC Pikesville, MD 8/19/2026
Explore Capital Management, LLC Dallas, TX 8/5/2026
Expressive Wealth LLC Chicago, IL 8/11/2026
Extract Advisors LLC Calabasas, CA 8/14/2026
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 7/21/2026
F-Squared Investment Management, LLC 8/5/2015
F/m Investments LLC Washington, DC 8/5/2026
F3Logic, LLC 2/14/2023
Facet Wealth, Inc. West Palm Beach, FL 7/27/2026
FACT Capital, LP New York, NY 8/14/2026
Factor Wealth Management LTD Chicago, IL 7/7/2026
FACTORIAL MANAGEMENT Ltd Hong Kong, K3 7/16/2026
Factorial Partners, LLC Mt. Kisco, NY 8/14/2026
FACTORY MUTUAL INSURANCE CO Waltham, MA 7/21/2026
FAGAN ASSOCIATES, INC. Troy, NY 8/4/2026
Fairbanks Capital Management, Inc. Rancho Santa Fe, CA 7/28/2026
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN Toronto, A6 8/14/2026
Fairfield Financial Advisors, LTD Wellesley, MA 8/11/2026
Fairfield University Fairfield, CT 8/12/2026
FAIRFIELD, BUSH & CO. Darien, CT 8/13/2026
Fairhaven Wealth Management, LLC 2/4/2025
FAIRHOLME CAPITAL MANAGEMENT LLC South Miami, FL 8/14/2026
Fairlight Advisors San Francisco, CA 7/24/2026
Fairman Group, LLC Chesterbrook, PA 8/4/2026
Fairmount Funds Management LLC West Conshohocken, PA 8/14/2026
Fairpointe Capital LLC 5/13/2021
Fairscale Capital, LLC Nashua, NH 8/7/2026
Fairtree Asset Management (Pty) Ltd Bellville, T3 8/11/2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC Greenbrae, CA 8/14/2026
Fairvoy Private Wealth, LLC Birmingham, AL 7/17/2026
Fairway Financial, LLC Casselberry, FL 8/3/2026
Fairway Wealth LLC Independence, OH 7/24/2026
Faithward Advisors, LLC Lancaster, PA 8/12/2026
FALCON POINT CAPITAL, LLC 1/29/2021
Falcon Wealth Planning Ontario, CA 7/13/2026
Family Asset Management, LLC 10/30/2024
Family Capital Management, Inc. Grand Rapids, MI 7/31/2026
Family Capital Trust Co Peabody, MA 7/30/2026
Family CFO Inc Los Altos, CA 7/20/2026
Family Firm, Inc. 8/8/2025
Family Investment Center, Inc. Saint Joseph, MO 7/23/2026
Family Legacy Financial Solutions, LLC Cary, NC 7/14/2026
Family Legacy, Inc. Greenville, SC 8/6/2026
Family Manage LLC New York, NY 8/14/2026
Family Office Research LLC Bethesda, MD 7/27/2026
FAMILY WEALTH PARTNERS, LLC Matthews, NC 7/10/2026
FARALLON CAPITAL MANAGEMENT, L.L.C. San Francisco, CA 8/14/2026
FARLEY CAPITAL L.P. New York, NY 8/6/2026
Farmer Steven Patrick 7/6/2022
FARMERS & MERCHANTS INVESTMENTS INC Lincoln, NE 7/20/2026
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, PA 7/24/2026
Farmers & Merchants Trust Co of Long Beach Long Beach, CA 8/5/2026
Farmers National Bank Danville, KY 8/11/2026
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 7/22/2026
FARR MILLER & WASHINGTON LLC/DC 11/15/2021
Farrell Financial LLC Orchard Park, NY 7/10/2026
Farringdon Capital, Ltd. London, X0 8/12/2026
Farrow Financial, Inc. South Burlington, VT 8/4/2026
Farther Finance Advisors, LLC San Francisco, CA 7/17/2026
FAS Wealth Partners, Inc. Leawood, KS 7/29/2026
Fayerweather Charles 7/28/2020