Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Financial Enhancement Group LLC Anderson, IN 1/23/2026
Financial Freedom, LLC Cincinnati, OH 2/17/2026
Financial Futures Ltd Liability Co. Brielle, NJ 1/23/2026
Financial Gravity Asset Management, Inc. Lakeway, TX 2/13/2026
Financial Gravity Companies, Inc. 8/8/2025
Financial Guidance Group, Inc. Palm Harbor, FL 1/26/2026
Financial Harvest, LLC Winter Park, FL 2/10/2026
Financial Insights, Inc. Tacoma, WA 3/31/2026
FINANCIAL LIFE ADVISORS San Antonio, TX 1/30/2026
Financial Life Planners Tempe, AZ 1/29/2026
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 2/14/2022
FINANCIAL MANAGEMENT NETWORK INC Mission Viejo, CA 1/8/2026
Financial Management Professionals, Inc. Austin, TX 1/27/2026
Financial Network Wealth Advisors LLC Murray, UT 2/13/2026
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 2/28/2023
Financial Partners Group, Inc Overland Park, KS 2/3/2026
Financial Partners Group, LLC 7/17/2025
Financial Perspectives, Inc Minneapolis, MN 1/28/2026
Financial Plan, Inc. Bellingham, WA 1/28/2026
Financial Planners of Cleveland, Inc. 8/10/2022
Financial Planning & Information Services, Inc. 11/12/2024
Financial Planning Fort Collins, LLC Fort Collins, CO 2/18/2026
Financial Planning Hawaii, Inc. Honolulu, HI 1/15/2026
Financial Planning Navigators CORP Maple Grove, MN 1/16/2026
Financial Security Advisor, Inc. Virginia Beach, VA 2/5/2026
Financial Sense Advisors, Inc. San Diego, CA 2/13/2026
Financial Strategies Group, Inc. Okemos, MI 2/5/2026
Financial Symmetry Inc Raleigh, NC 1/28/2026
Financial Synergies Wealth Advisors, Inc. Houston, TX 2/6/2026
Financially in Tune, LLC Stoneham, MA 2/27/2026
Financially Speaking Inc Greenwood Village, CO 4/7/2026
Financiere des Professionnels - Fonds d'investissement inc. Montreal, A8 2/11/2026
FinDec Wealth Services, Inc. Stockton, CA 2/9/2026
FINDELL CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
Findlay Park Partners LLP London, X0 2/13/2026
Fine Capital Partners, L.P. New York, NY 2/17/2026
FineMark National Bank & Trust Fort Myers, FL 2/12/2026
Finepoint Capital LP Boston, MA 2/13/2026
Finer Wealth Management, Inc. Salem, MA 1/21/2026
Fingerlakes Wealth Management, Inc. Ithaca, NY 2/5/2026
Finhabits Advisors LLC New York, NY 1/29/2026
Finivi Inc. Westborough, MA 4/10/2026
Finley Financial, LLC Las Vegas, NV 1/21/2026
FinTrust Capital Advisors, LLC 10/11/2024
FinTrust Investment Advisory Services, LLC 4/20/2018
Finward Bancorp Munster, IN 4/10/2026
FIR TREE CAPITAL MANAGEMENT LP 8/14/2025
Fire Capital Management LLC San Francisco, CA 2/3/2026
Firefly Value Partners, LP 2/16/2021
Firestone Capital Management South Miami, FL 2/9/2026
FIRETHORN WEALTH PARTNERS, LLC Augusta, GA 4/9/2026
FIRETRAIL INVESTMENTS PTY LTD Brisbane, Qld, C3 2/4/2026
First Affirmative Financial Network 11/20/2025
First Allied Advisory Services, Inc. 11/13/2020
First Allied Asset Management, Inc. 2/16/2016
First American Bank Dundee, IL 1/20/2026
First American Financial Corp Santa Ana, CA 2/11/2026
FIRST AMERICAN TRUST, FSB Santa Ana, CA 2/11/2026
First Ascent Asset Management, LLC 2/5/2024
First Bancorp, Inc /ME/ Damariscotta, ME 1/26/2026
First Bank & Trust Brookings, SD 4/10/2026
First Beijing Investment Ltd Hong Kong, K3 2/17/2026
FIRST BUSINESS FINANCIAL SERVICES, INC. Madison, WI 2/6/2026
First Capital Advisors Group, LLC. 8/15/2023
First Citizens Asset Management, Inc. Raleigh, NC 2/5/2026
FIRST CITIZENS BANCORPORATION INC 1/21/2015
FIRST CITIZENS BANK & TRUST CO Raleigh, NC 2/18/2026
First Citizens Financial Corp Mason City, IA 4/7/2026
FIRST CITIZENS INVESTOR SERVICES, INC. Raleigh, NC 2/5/2026
First City Capital Management, Inc. Savannah, GA 1/14/2026
First Command Advisory Services, Inc. Fort Worth, TX 2/11/2026
First Command Bank 7/21/2023
First Command Financial Services, Inc. 7/21/2023
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Indiana, PA 2/18/2026
FIRST COMMUNITY TRUST NA Dubuque, IA 1/16/2026
First County Bank /CT/ Stamford, CT 4/3/2026
First Dallas Securities Inc. Dallas, TX 2/11/2026
First Eagle Investment Management, LLC New York, NY 2/4/2026
First Farmers & Merchants Bank / Trust 10/31/2022
First Fiduciary Investment Counsel, Inc. Cleveland, OH 1/30/2026
First Financial Bank - Trust Division Hamilton, OH 4/1/2026
FIRST FINANCIAL BANKSHARES INC Abilene, TX 2/12/2026
FIRST FINANCIAL CORP /IN/ Terre Haute, IN 4/7/2026
FIRST FINANCIAL EQUITY CORPORATION 5/16/2017
First Financial Group Corp Raleigh, NC 1/28/2026
FIRST FOUNDATION ADVISORS Irvine, CA 2/4/2026
First Growth Capital LLC Pikesville, MD 2/19/2026
First Growth Capital Management LLC 2/17/2021
First Growth Investment Manager LP 8/2/2023
FIRST HAWAIIAN BANK Honolulu, HI 1/5/2026
First Heartland Consultants, Inc. Lake St. Louis, MO 4/8/2026
First Horizon Advisors, Inc. 8/6/2025
FIRST HORIZON CORP Memphis, TN 1/27/2026
First Houston Capital, Inc. 8/7/2017
First International Bank & Trust 10/7/2025
First International Bank of Israel Ltd. Tel Aviv, L3 2/12/2026
FIRST INTERSTATE BANCSYSTEM INC 4/27/2021
FIRST INTERSTATE BANK Billings, MT 1/29/2026
First Light Asset Management, LLC Edina, MN 2/17/2026
First Long Island Investors, LLC Jericho, NY 2/13/2026
FIRST MANHATTAN CO. LLC. New York, NY 2/17/2026
FIRST MERCANTILE TRUST CO 11/24/2021
FIRST MERCHANTS CORP Muncie, IN 1/12/2026
FIRST MIDWEST BANK TRUST DIVISION 1/18/2022
First National Advisers, LLC Omaha, NE 2/4/2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Newtown, PA 1/29/2026
First National Bank of Hutchinson Hutchinson, KS 1/29/2026
First National Bank of Mount Dora, Trust Investment Services 7/29/2025
FIRST NATIONAL BANK OF OMAHA Omaha, NE 2/13/2026
First National Bank of South Miami 7/12/2023
FIRST NATIONAL BANK SIOUX FALLS Sioux Falls, SD 1/30/2026
FIRST NATIONAL CORP /MA/ /ADV 10/28/2025
FIRST NATIONAL TRUST CO Johnstown, PA 2/9/2026
FIRST NEW YORK SECURITIES LLC /NY 2/7/2017
FIRST NIAGARA BANK 7/25/2016
First Pacific Advisors, LP El Segundo, CA 2/17/2026
First Pacific Financial Vancouver, WA 1/16/2026
First Personal Financial Services 11/1/2024
First PREMIER Bank Sioux Falls, SD 1/23/2026
FIRST QUADRANT LLC/CA 4/21/2022
First Reserve Energy Infrastructure GP II Ltd 5/15/2017
First Reserve GP XI, Inc. 2/14/2022
First Reserve GP XII Ltd 11/14/2022
First Reserve GP XIII Ltd Stamford, CT 2/17/2026
First Round Capital Management III, LLC 11/15/2022
First Round Capital Management V, LLC 11/15/2022
FIRST SABREPOINT CAPITAL MANAGEMENT LP Dallas, TX 2/13/2026
FIRST TRUST ADVISORS LP Wheaton, IL 2/13/2026
First Trust Bank, Ltd. Nassau, C5 2/17/2026
First Trust Capital Management L.P. Chicago, IL 2/13/2026
First Trust Direct Indexing L.P. 1/23/2025
First Trust Investment Solutions L.P. 11/13/2024
First Turn Management, LLC Del Mar, CA 2/13/2026
FIRST UNITED BANK & TRUST Oakland, MD 1/21/2026
First Washington CORP Seattle, WA 2/13/2026
First Western Capital Management Co 11/18/2020
First Western Trust Bank Denver, CO 2/12/2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC Pasadena, CA 2/12/2026
Firsthand Capital Management, Inc. San Jose, CA 2/13/2026
FirstMark Capital I GP, LLC 11/12/2021
FirstMark Capital OF I GP, LLC 11/12/2021
FirstMark Capital OF II GP, LLC 11/12/2021
FirstMark Capital P2 GP, LLC 11/12/2021
FIRSTMERIT BANK N A TRUSTEE 7/11/2016
FirstPurpose Wealth LLC 4/23/2024
FirstWave Capital Management LLC Miami, FL 2/13/2026
Fiscal Wisdom Wealth Management, LLC Canton, CT 1/27/2026
Fischer Financial Services, Inc. Harrisburg, PA 2/6/2026
FISCHER INVESTMENT STRATEGIES, LLC Westlake Village, CA 1/28/2026
Fisher Asset Management, LLC Plano, TX 2/9/2026
Fisher Funds Management LTD Auckland, Q2 1/26/2026
FISHMAN JAY A LTD/MI Troy, MI 1/28/2026
Fithian, LLC 5/5/2023
Five Oceans Advisors Santa Monica, CA 4/7/2026
Five Oceans Asset Management LTD Sydney, C3 8/1/2014
Five Pine Wealth Management Coeur D Alene, ID 1/21/2026
Fivespan Partners, LP San Francisco, CA 2/13/2026
FJ Capital Management LLC Mclean, VA 2/13/2026
FJ Investments, LLC Salt Lake City, UT 2/5/2026
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8/2/2024
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Stockholm, V7 2/11/2026
Fjell Capital, LLC Fargo, ND 1/12/2026
Flagship Capital Management Inc. Media, PA 1/22/2026
FLAGSHIP HARBOR ADVISORS, LLC Boston, MA 1/21/2026
Flagship Pioneering, LLC Cambridge, MA 2/17/2026
Flagship Private Wealth, LLC Woburn, MA 2/4/2026
Flagship Ventures 2007 General Partner LLC 8/15/2016
Flagship Ventures Fund 2007, L.P. 6/3/2016
Flagship Ventures Fund IV General Partner LLC 8/15/2016
Flagship Ventures Fund IV, L.P. 6/3/2016
FLAGSHIP WEALTH ADVISORS, LLC Wakefield, MA 2/11/2026
FLAGSTAR ADVISORS INC New York, NY 1/13/2026
Flagstone Financial Management Lincoln, NE 2/9/2026
Flaharty Asset Management, LLC Clearwater, FL 2/6/2026
FLAHERTY & CRUMRINE INC 11/7/2018
Flat Footed LLC Wilson, WY 2/17/2026
Flatbush Watermill Management, LLC 11/13/2014
Flatrock Energy Advisors LLC 10/11/2017
Flavin Financial Services, Inc. Melbourne, FL 2/6/2026
FLAX POND CAPITAL, LLC Merion Station, PA 3/9/2026
FLC Capital Advisors Palm Desert, CA 2/11/2026
FLEMING JAMES B JR 10/17/2025
Flight Deck Capital, LP San Francisco, CA 2/17/2026
Flinton Capital Management LLC 11/14/2019
FLIPPIN BRUCE & PORTER INC 5/4/2021
FLOOD GAMBLE ASSOCIATES INC 11/16/2015
Florence Capital Advisors, LLC 2/5/2020
FLORIDA FINANCIAL ADVISORS, LLC Tampa, FL 2/10/2026
Florida Trust Wealth Management Co Sanibel, FL 1/20/2026
Florin Court Capital LLP London, X0 2/5/2026
Flossbach von Storch AG Zurich 8/12/2020
FLOSSBACH VON STORCH SE Cologne, 2M 1/30/2026
Flow State Investments, L.P. 2/13/2025
FLOW TRADERS U.S. LLC New York, NY 2/13/2026
Flower City Capital Pittsford, NY 1/22/2026
Flowering Tree Investment Management Pte. Ltd. 11/10/2020
FLOYD FINANCIAL GROUP LLC Springfield, MO 2/24/2026
FLP Wealth Management, LLC Bentonville, AR 1/20/2026
FLPUTNAM INVESTMENT MANAGEMENT CO Portland, ME 2/9/2026
Fluent Financial, LLC Dallas, TX 1/14/2026