Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Fi3 FINANCIAL ADVISORS, LLC Indianapolis, IN 5/7/2026
FIAT WEALTH MANAGEMENT LLC 5/3/2024
FIC CAPITAL INC 11/14/2017
Fidato Wealth LLC Middleburg Heights, OH 5/7/2026
FIDELIS CAPITAL PARTNERS, LLC Tampa, FL 5/6/2026
FIDELIS iM, LLC Medford, OR 4/29/2026
Fidelis Wealth Advisors LLC Castle Rock, CO 5/12/2026
FIDELITY D & D BANCORP INC Dunmore, PA 4/30/2026
Fidelity National Financial, Inc. Jacksonville, FL 5/8/2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. Turin, L6 4/27/2026
Fideuram Asset Management (Ireland) dac Dublin 1, L2 5/11/2026
FIDGEON TIMOTHY F 11/13/2015
FIDUCIARY ADVISORS, INC. St. Louis, MO 4/16/2026
Fiduciary Alliance LLC Greenville, SC 4/20/2026
FIDUCIARY ASSET MANAGEMENT LLC 4/14/2015
FIDUCIARY COUNSELLING INC Saint Paul, MN 5/5/2026
FIDUCIARY FAMILY OFFICE, LLC Boca Raton, FL 5/13/2026
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 5/11/2026
FIDUCIARY MANAGEMENT ASSOCIATES LLC 5/4/2016
FIDUCIARY MANAGEMENT INC /WI/ Milwaukee, WI 5/14/2026
Fiduciary Planning LLC Englewood, FL 4/27/2026
FIDUCIARY SERVICES CORP/GA 5/14/2015
FIDUCIARY TRUST CO Boston, MA 5/15/2026
FIDUCIARY TRUST INTERNATIONAL LLC 8/11/2020
Fiduciary Wealth Partners, LLC Newton, MA 5/6/2026
FIDUCIENT ADVISORS LLC Chicago, IL 5/8/2026
Field & Main Bank Henderson, KY 4/10/2026
Fielder Capital Group LLC Nashville, TN 5/12/2026
FIELDPOINT PRIVATE ADVISORS, INC 2/15/2018
Fieldpoint Private Securities, LLC 8/5/2022
Fieldview Capital Management, LLC Niles, MI 5/14/2026
Fiera Capital Corp Montreal, A8 5/12/2026
FIFTH LANE CAPITAL, LP Austin, TX 5/15/2026
FIFTH THIRD BANCORP Cincinnati, OH 5/1/2026
FIFTH THIRD SECURITIES, INC. Cincinnati, OH 4/15/2026
Fifth Third Wealth Advisors LLC Cincinnati, OH 4/17/2026
FIFTHDELTA Ltd London, X0 5/15/2026
FIGURE 8 INVESTMENT STRATEGIES LLC Boise, ID 4/22/2026
FIL Ltd Hamilton, D0 5/15/2026
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 4/23/2026
Financial Advantage, Inc. 11/7/2023
Financial Advisors Network, Inc. Tustin, CA 5/14/2026
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 5/1/2026
Financial Advocates Investment Management 11/6/2025
Financial Alternatives, Inc La Jolla, CA 5/1/2026
Financial Architects, Inc 8/10/2023
Financial Architects, LLC Woodstock, GA 4/21/2026
Financial Avengers, Inc. Oakland, CA 5/19/2026
Financial Concepts Unlimited, Inc. Centreville, ME 5/5/2026
Financial Connections Group, Inc. Corte Madera, CA 5/1/2026
Financial Consulate Inc. 7/14/2021
FINANCIAL CONSULATE, INC Hunt Valley, MD 4/21/2026
Financial Council, LLC Towson, MD 4/21/2026
FINANCIAL COUNSELORS INC Overland Park, KS 5/1/2026
Financial Designs Corp Claremont, CA 4/16/2026
FINANCIAL DISCOVERY GROUP INC Atlanta, GA 5/7/2026
Financial Engines Advisors L.L.C. Santa Clara, CA 5/14/2026
Financial Enhancement Group LLC Anderson, IN 4/20/2026
Financial Freedom, LLC Cincinnati, OH 4/30/2026
Financial Futures Ltd Liability Co. Brielle, NJ 4/22/2026
Financial Gravity Asset Management, Inc. Lakeway, TX 5/8/2026
Financial Gravity Companies, Inc. 8/8/2025
Financial Guidance Group, Inc. Palm Harbor, FL 4/23/2026
Financial Harvest, LLC Winter Park, FL 5/5/2026
Financial Insights, Inc. Tacoma, WA 5/18/2026
FINANCIAL LIFE ADVISORS San Antonio, TX 4/29/2026
Financial Life Planners Tempe, AZ 4/24/2026
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 2/14/2022
FINANCIAL MANAGEMENT NETWORK INC Mission Viejo, CA 4/16/2026
Financial Management Professionals, Inc. Austin, TX 4/15/2026
Financial Management, Inc. Little Rock, AR 7/2/2026
Financial Network Wealth Advisors LLC Murray, UT 5/14/2026
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 2/28/2023
Financial Partners Group, Inc Overland Park, KS 4/10/2026
Financial Partners Group, LLC 7/17/2025
Financial Perspectives, Inc Minneapolis, MN 5/11/2026
Financial Plan, Inc. Bellingham, WA 4/24/2026
Financial Planners of Cleveland, Inc. 8/10/2022
Financial Planning & Information Services, Inc. 11/12/2024
Financial Planning Fort Collins, LLC Fort Collins, CO 4/27/2026
Financial Planning Hawaii, Inc. Honolulu, HI 4/21/2026
Financial Planning Navigators CORP Maple Grove, MN 4/21/2026
Financial Security Advisor, Inc. Virginia Beach, VA 5/4/2026
Financial Sense Advisors, Inc. San Diego, CA 5/14/2026
Financial Solutions Advisory Group, Inc. Chicago, IL 6/1/2026
Financial Strategies Group, Inc. Okemos, MI 5/8/2026
Financial Symmetry Inc Raleigh, NC 5/11/2026
Financial Synergies Wealth Advisors, Inc. Houston, TX 5/13/2026
Financially in Tune, LLC Stoneham, MA 4/22/2026
Financially Speaking Inc Greenwood Village, CO 4/7/2026
Financiere des Professionnels - Fonds d'investissement inc. Montreal, A8 5/6/2026
FinArc Investments, Inc. Norwood, MA 5/20/2026
FinDec Wealth Services, Inc. Stockton, CA 5/5/2026
FINDELL CAPITAL MANAGEMENT LLC New York, NY 5/15/2026
Findlay Park Partners LLP London, X0 5/13/2026
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 5/14/2026
Finer Wealth Management, Inc. Salem, MA 5/12/2026
Fingerlakes Wealth Management, Inc. Ithaca, NY 4/21/2026
Finhabits Advisors LLC New York, NY 5/6/2026
Finivi Inc. Westborough, MA 4/10/2026
Finley Financial, LLC Las Vegas, NV 4/22/2026
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 5/8/2026
Firefly Value Partners, LP 2/16/2021
Firestone Capital Management South Miami, FL 5/8/2026
FIRETHORN WEALTH PARTNERS, LLC Augusta, GA 4/9/2026
FIRETRAIL INVESTMENTS PTY LTD Brisbane, Qld, C3 5/4/2026
First Affirmative Financial Network Colorado Springs, CO 5/11/2026
First Allied Advisory Services, Inc. 11/13/2020
First Allied Asset Management, Inc. 2/16/2016
First American Bank Dundee, IL 4/20/2026
First American Financial Corp Santa Ana, CA 5/12/2026
FIRST AMERICAN TRUST, FSB Santa Ana, CA 5/12/2026
First Ascent Asset Management, LLC 2/5/2024
First Bancorp, Inc /ME/ Damariscotta, ME 4/20/2026
First Bank & Trust Brookings, SD 4/10/2026
First Beijing Investment Ltd Hong Kong, K3 5/13/2026
FIRST BUSINESS FINANCIAL SERVICES, INC. Madison, WI 5/1/2026
First Capital Advisors Group, LLC. 8/15/2023
First Citizens Asset Management, Inc. Raleigh, NC 4/30/2026
FIRST CITIZENS BANCORPORATION INC 1/21/2015
FIRST CITIZENS BANK & TRUST CO Raleigh, NC 5/13/2026
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 4/17/2026
First Command Advisory Services, Inc. Fort Worth, TX 5/7/2026
First Command Bank 7/21/2023
First Command Financial Services, Inc. 7/21/2023
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Indiana, PA 5/14/2026
FIRST COMMUNITY TRUST NA Dubuque, IA 4/16/2026
First County Bank /CT/ Stamford, CT 7/2/2026
First Dallas Securities Inc. Dallas, TX 4/27/2026
First Eagle Investment Management, LLC New York, NY 5/14/2026
First Farmers & Merchants Bank / Trust 10/31/2022
First Fiduciary Investment Counsel, Inc. Cleveland, OH 5/1/2026
First Financial Bank - Trust Division Hamilton, OH 7/1/2026
FIRST FINANCIAL BANKSHARES INC Abilene, TX 5/11/2026
FIRST FINANCIAL CORP /IN/ Terre Haute, IN 4/7/2026
FIRST FINANCIAL EQUITY CORPORATION 5/16/2017
First Financial Group Corp Raleigh, NC 4/22/2026
FIRST FOUNDATION ADVISORS Irvine, CA 5/4/2026
First Growth Capital LLC Pikesville, MD 5/4/2026
First Growth Capital Management LLC 2/17/2021
First Growth Investment Manager LP 8/2/2023
FIRST HAWAIIAN BANK Honolulu, HI 4/13/2026
First Heartland Consultants, Inc. Lake St. Louis, MO 4/8/2026
First Horizon Advisors, Inc. 8/6/2025
FIRST HORIZON CORP Memphis, TN 4/30/2026
First Houston Capital, Inc. 8/7/2017
First International Bank & Trust 10/7/2025
First International Bank of Israel Ltd. Tel Aviv, L3 5/14/2026
FIRST INTERSTATE BANCSYSTEM INC 4/27/2021
FIRST INTERSTATE BANK Billings, MT 4/29/2026
First Light Asset Management, LLC Edina, MN 5/15/2026
First Long Island Investors, LLC Jericho, NY 5/14/2026
FIRST MANHATTAN CO. LLC. New York, NY 5/15/2026
FIRST MERCANTILE TRUST CO 11/24/2021
FIRST MERCHANTS CORP Muncie, IN 4/16/2026
FIRST MIDWEST BANK TRUST DIVISION 1/18/2022
First National Advisers, LLC Omaha, NE 5/8/2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Newtown, PA 4/30/2026
First National Bank of Hutchinson Hutchinson, KS 5/4/2026
First National Bank of Mount Dora, Trust Investment Services Mount Dora, FL 6/8/2026
FIRST NATIONAL BANK OF OMAHA Omaha, NE 5/11/2026
First National Bank of South Miami 7/12/2023
FIRST NATIONAL BANK SIOUX FALLS Sioux Falls, SD 4/17/2026
FIRST NATIONAL CORP /MA/ /ADV 10/28/2025
FIRST NATIONAL TRUST CO Johnstown, PA 5/7/2026
First Nebraska Trust Co Lincoln, NE 7/1/2026
FIRST NEW YORK SECURITIES LLC /NY 2/7/2017
FIRST NIAGARA BANK 7/25/2016
First Pacific Advisors, LP El Segundo, CA 5/13/2026
First Pacific Financial Vancouver, WA 4/23/2026
First Personal Financial Services 11/1/2024
First PREMIER Bank Sioux Falls, SD 4/20/2026
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 5/15/2026
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 5/15/2026
FIRST TRUST ADVISORS LP Wheaton, IL 5/13/2026
First Trust Bank, Ltd. Nassau, C5 5/13/2026
First Trust Capital Management L.P. Chicago, IL 5/14/2026
First Trust Direct Indexing L.P. 1/23/2025