Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Essential Partners LLC Rancho Santa Fe, CA 5/21/2026
Essential Planning, LLC. Portsmouth, NH 4/22/2026
Essex Bank Essex, CT 4/17/2026
Essex Financial Services, Inc. Essex, CT 4/24/2026
ESSEX INVESTMENT MANAGEMENT CO LLC Boston, MA 5/11/2026
Essex LLC Deer Park, IL 4/24/2026
Essex Private Wealth Management, LLC 10/24/2024
Essex Woodlands Management, Inc. The Woodlands, TX 5/4/2026
Estabrook Capital Management New York, NY 5/14/2026
Estate Counselors, LLC Thiensville, WI 5/15/2026
Estate Planners Group, LLC Yardley, PA 5/11/2026
Estuary Capital Management LP Wayzata, MN 5/15/2026
Etesian Wealth Advisors, Inc. West Linn, OR 4/23/2026
ETF MANAGERS GROUP, LLC 4/18/2023
ETF Portfolio Partners, Inc. Leawood, KS 5/13/2026
ETF Store, Inc. Overland Park, KS 4/30/2026
ETFIDEA, LLC 11/8/2024
Ethic Inc. New York, NY 4/27/2026
Ethos Capital Management, Inc. Newtown, PA 4/7/2026
Ethos Financial Group, LLC King Of Prussia, PA 5/5/2026
Eton Park Capital Management, L.P. 7/31/2017
ETRADE Capital Management LLC 11/13/2020
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC Miamisburg, OH 5/11/2026
Euclid Advisors LLC 11/14/2017
Euclidean Capital LLC New York, NY 5/15/2026
Euclidean Technologies Management, LLC 4/26/2023
EUDAIMONIA ADVISORS LLC 4/25/2024
Eudaimonia Partners, LLC 4/25/2024
Eukles Asset Management Cincinnati, OH 5/5/2026
EULAV Asset Management Sarasota, FL 5/7/2026
Eurizon Asset Management Hungary Ltd. Budapest, K5 5/7/2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. Bratislava, 2B 5/7/2026
Eurizon Capital SGR S.p.A. Milan, L6 5/8/2026
Eurizon SLJ Capital Ltd London, X0 5/6/2026
Euro Pacific Asset Management, LLC Dorado, PR 5/6/2026
Evansbrook LLC Bolingbrook, IL 6/4/2026
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 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 4/22/2026
EVENTIDE ASSET MANAGEMENT, LLC Boston, MA 5/15/2026
Evercore Trust Company, N.A. 2/13/2019
Evercore Wealth Management, LLC New York, NY 5/15/2026
EVEREST CAPITAL LLC 11/14/2016
Everest Financial Group LLC Minneapolis, MN 5/15/2026
Everest Management Corp. Cupertino, CA 5/6/2026
Everett Capital Advisors UK LLP 1/27/2021
EVERETT HARRIS & CO /CA/ Los Angeles, CA 5/8/2026
Evergreen Advisors, LLC Chattanooga, TN 5/5/2026
EVERGREEN CAPITAL MANAGEMENT LLC Bellevue, WA 5/14/2026
Evergreen Private Wealth LLC Greenwood Village, CO 4/28/2026
Evergreen Quality Fund GP, Ltd. Grand Cayman, E9 5/15/2026
Evergreen Venture Partners Ltd. 11/14/2025
Evergreen Wealth Management, LLC Williamston, MI 5/1/2026
Evergreen Wealth Partners LLC Kalispell, MT 5/8/2026
Everhart Financial Group, Inc. Dublin, OH 4/9/2026
EVERMAY WEALTH MANAGEMENT LLC Arlington, VA 5/11/2026
Evermore Global Advisors, LLC 1/18/2023
Evernest Financial Advisors, LLC Carmel, IN 5/4/2026
EVERPAR ADVISORS LLC Tulsa, OK 4/21/2026
EverPoint Asset Management, LLC 2/14/2017
Eversept Partners, LP New York, NY 5/15/2026
EverSource Wealth Advisors, LLC Birmingham, AL 5/15/2026
Everstar Asset Management, LLC Mooresville, NC 4/16/2026
EVEXIA WEALTH LLC Stevens Point, WI 4/16/2026
EVOKE WEALTH, LLC Los Angeles, CA 5/14/2026
Evolution Advisers, Inc. Richmond, VA 5/1/2026
Evolution Capital Management LLC 2/13/2023
Evolution Equity Partners II SARL 11/3/2023
Evolution Wealth Advisors, LLC Aventura, FL 5/8/2026
EVOLUTION WEALTH MANAGEMENT INC. Fort Myers, FL 4/27/2026
Evolutionary Tree Capital Management, LLC Alexandria, VA 5/21/2026
EVOLVE PRIVATE WEALTH, LLC Los Angeles, CA 4/16/2026
EVR Research LP Richmond, VA 5/14/2026
EWA, LLC Pittsburgh, PA 4/23/2026
EWG Elevate Inc. 10/7/2025
Ewing Morris & Co. Investment Partners Ltd. Toronto, Z4 5/11/2026
Exane Asset Management Paris, I0 4/29/2026
EXANE DERIVATIVES 7/12/2022
EXCALIBUR MANAGEMENT CORP Waltham, MA 5/5/2026
EXCELSIA, INC. 7/29/2015
Excelsior Advisor Network LLC Scottsdale, AZ 5/15/2026
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 4/27/2026
Exeter Financial, LLC Scottsdale, AZ 4/23/2026
Exit Wealth Advisors, LLC. Atlanta, GA 5/11/2026
ExodusPoint Capital Management, LP New York, NY 5/15/2026
Exome Asset Management LLC New York, NY 5/15/2026
Exor N.V. Amsterdam, P7 5/13/2026
Exos Asset Management LLC 11/13/2025
Exos TFP Holdings LLC 2/14/2024
Expect Equity LLC Pikesville, MD 5/15/2026
Explore Capital Management, LLC Dallas, TX 5/12/2026
Expressive Wealth LLC Chicago, IL 5/11/2026
Extract Advisors LLC Calabasas, CA 5/15/2026
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 4/27/2026
F-Squared Investment Management, LLC 8/5/2015
F/m Investments LLC Washington, DC 5/11/2026
F3Logic, LLC 2/14/2023
Facet Wealth, Inc. West Palm Beach, FL 5/7/2026
FACT Capital, LP New York, NY 5/15/2026
Factor Wealth Management LTD Chicago, IL 7/7/2026
FACTORIAL MANAGEMENT Ltd Hong Kong, K3 4/20/2026
Factorial Partners, LLC Mt. Kisco, NY 5/13/2026
FACTORY MUTUAL INSURANCE CO Waltham, MA 5/5/2026
FAGAN ASSOCIATES, INC. Troy, NY 5/4/2026
Fairbanks Capital Management, Inc. Rancho Santa Fe, CA 5/13/2026
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN Toronto, A6 5/15/2026
Fairfield Financial Advisors, LTD Wellesley, MA 4/27/2026
Fairfield University Fairfield, CT 5/11/2026
FAIRFIELD, BUSH & CO. Darien, CT 5/12/2026
Fairhaven Wealth Management, LLC 2/4/2025
FAIRHOLME CAPITAL MANAGEMENT LLC South Miami, FL 5/15/2026
Fairman Group, LLC Chesterbrook, PA 4/23/2026
Fairmount Funds Management LLC West Conshohocken, PA 5/15/2026
Fairpointe Capital LLC 5/13/2021
Fairscale Capital, LLC Nashua, NH 5/11/2026
Fairtree Asset Management (Pty) Ltd Bellville, T3 5/13/2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC Greenbrae, CA 5/15/2026
Fairvoy Private Wealth, LLC Birmingham, AL 4/20/2026
Fairway Financial, LLC Casselberry, FL 5/11/2026
Fairway Wealth LLC Independence, OH 4/23/2026
Faithward Advisors, LLC Lancaster, PA 4/17/2026
FALCON POINT CAPITAL, LLC 1/29/2021
Falcon Wealth Planning Ontario, CA 4/20/2026
Family Asset Management, LLC 10/30/2024
Family Capital Management, Inc. Grand Rapids, MI 4/22/2026
Family Capital Trust Co Peabody, MA 4/29/2026
Family CFO Inc Los Altos, CA 4/28/2026
Family Firm, Inc. 8/8/2025
Family Investment Center, Inc. Saint Joseph, MO 4/24/2026
Family Legacy Financial Solutions, LLC Cary, NC 4/15/2026
Family Legacy, Inc. Greenville, SC 5/12/2026
Family Manage LLC New York, NY 5/15/2026
Family Office Research LLC Bethesda, MD 5/13/2026
FAMILY WEALTH PARTNERS, LLC Matthews, NC 4/14/2026
FARALLON CAPITAL MANAGEMENT LLC San Francisco, CA 5/15/2026
FARLEY CAPITAL L.P. New York, NY 5/11/2026
Farmer Steven Patrick 7/6/2022
FARMERS & MERCHANTS INVESTMENTS INC Lincoln, NE 4/23/2026
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, PA 4/29/2026
Farmers & Merchants Trust Co of Long Beach Long Beach, CA 4/16/2026
Farmers National Bank Danville, KY 6/8/2026
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 4/27/2026
FARR MILLER & WASHINGTON LLC/DC 11/15/2021
Farrell Financial LLC Orchard Park, NY 4/13/2026
Farringdon Capital, Ltd. London, X0 5/15/2026
Farrow Financial, Inc. South Burlington, VT 5/1/2026
Farther Finance Advisors, LLC San Francisco, CA 4/7/2026
FAS Wealth Partners, Inc. Leawood, KS 6/9/2026
Fayerweather Charles 7/28/2020
FAYEZ SAROFIM & CO Houston, TX 5/15/2026
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 5/14/2026
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 5/15/2026
FDO Partners, LLC 5/14/2018
FDx Advisors, Inc. Berwyn, PA 5/1/2026
Fearless Solutions, LLC dba Best Invest San Antonio, TX 4/21/2026
FEARNLEY ASSET MANAGEMENT AS Oslo, Q8 5/15/2026
FEDERAL RESERVE BANK OF NEW YORK 10/7/2022
FEDERATED HERMES, INC. Pittsburgh, PA 5/11/2026
Federation des caisses Desjardins du Quebec Levis, A8 5/13/2026
Fee-Only Financial Planning, L.C. Okatie, SC 4/28/2026
FEINBERG STEPHEN 11/16/2020
FELL CAPITAL MANAGEMENT /ADV Newport Beach, CA 5/4/2026
FengHe Fund Management Pte. Ltd. Singapore, U0 5/15/2026
FENIMORE ASSET MANAGEMENT INC Cobleskill, NY 5/15/2026
Ferguson Johnson Wealth Management Inc Rockville, MD 5/5/2026
Ferguson Shapiro LLC Decatur, GA 4/23/2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Portland, OR 5/1/2026
Fermata Advisors, LLC Sonoma, CA 7/7/2026
FERNBRIDGE CAPITAL MANAGEMENT LP Los Angeles, CA 5/15/2026
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 5/15/2026
FF Advisors,LLC Manhattan Beach, CA 4/27/2026
FFG Partners, LLC Fort Lauderdale, FL 4/17/2026
FFG RETIREMENT ADVISORS LLC Centennial, CO 4/15/2026
FFL Partners, LLC 11/10/2020