Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
FAYEZ SAROFIM & CO Houston, TX 8/14/2026
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 2/4/2020
FBR & Co. Arlington, VA 2/11/2014
FC Advisory LLC West Chester, PA 7/9/2026
FCA CORP /TX Houston, TX 8/11/2026
FCG ADVISORS, LLC 11/13/2020
FCG Investment Co Germantown, TN 7/13/2026
FCM INVESTMENTS/TX 1/17/2018
FCPM III SERVICES B.V. Naarden, P7 8/14/2026
FDO Partners, LLC 5/14/2018
FDx Advisors, Inc. Berwyn, PA 8/4/2026
Fearless Solutions, LLC dba Best Invest San Antonio, TX 7/21/2026
FEARNLEY ASSET MANAGEMENT AS Oslo, Q8 8/14/2026
FEDERAL RESERVE BANK OF NEW YORK 10/7/2022
FEDERATED HERMES, INC. Pittsburgh, PA 8/12/2026
Federation des caisses Desjardins du Quebec Levis, A8 8/13/2026
Fee-Only Financial Planning, L.C. Okatie, SC 7/29/2026
FEINBERG STEPHEN 11/16/2020
FELL CAPITAL MANAGEMENT /ADV Newport Beach, CA 7/24/2026
Fenelon Opportunity Fund Inc. Dallas, TX 7/27/2026
FengHe Fund Management Pte. Ltd. Singapore, U0 8/7/2026
FENIMORE ASSET MANAGEMENT INC Cobleskill, NY 7/14/2026
Ferguson Johnson Wealth Management Inc Rockville, MD 7/31/2026
Ferguson Shapiro LLC Decatur, GA 7/9/2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Portland, OR 7/23/2026
Fermata Advisors, LLC Sonoma, CA 7/7/2026
FERNBRIDGE CAPITAL MANAGEMENT LP Los Angeles, CA 8/13/2026
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 8/14/2026
FF Advisors,LLC Manhattan Beach, CA 7/29/2026
FFG Partners, LLC Fort Lauderdale, FL 7/9/2026
FFG RETIREMENT ADVISORS LLC Centennial, CO 7/9/2026
FFL Partners, LLC 11/10/2020
FFT WEALTH MANAGEMENT LLC Philadelphia, PA 7/27/2026
Fi3 FINANCIAL ADVISORS, LLC Indianapolis, IN 8/14/2026
FIAT WEALTH MANAGEMENT LLC 5/3/2024
FIC CAPITAL INC 11/14/2017
Fidato Wealth LLC Middleburg Heights, OH 8/3/2026
FIDELIS CAPITAL PARTNERS, LLC Tampa, FL 8/13/2026
FIDELIS iM, LLC Medford, OR 7/22/2026
Fidelis Wealth Advisors LLC Castle Rock, CO 8/13/2026
FIDELITY D & D BANCORP INC Dunmore, PA 8/5/2026
Fidelity National Financial, Inc. Jacksonville, FL 8/7/2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. Turin, L6 7/23/2026
Fideuram Asset Management (Ireland) dac Dublin 1, L2 7/23/2026
FIDGEON TIMOTHY F 11/13/2015
FIDUCIARY ADVISORS, INC. St. Louis, MO 7/24/2026
Fiduciary Alliance LLC Greenville, SC 7/20/2026
FIDUCIARY ASSET MANAGEMENT LLC 4/14/2015
FIDUCIARY COUNSELLING INC Saint Paul, MN 8/3/2026
FIDUCIARY FAMILY OFFICE, LLC Boca Raton, FL 8/5/2026
FIDUCIARY FINANCIAL ADVISORS Grand Rapids, MI 8/13/2026
FIDUCIARY FINANCIAL GROUP, LLC San Rafael, CA 7/10/2026
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 2/11/2020
Fiduciary Group, LLC Savannah, GA 8/10/2026
FIDUCIARY MANAGEMENT ASSOCIATES LLC 5/4/2016
FIDUCIARY MANAGEMENT INC /WI/ Milwaukee, WI 8/13/2026
FIDUCIARY SERVICES CORP/GA 5/14/2015
FIDUCIARY TRUST CO Boston, MA 8/13/2026
FIDUCIARY TRUST INTERNATIONAL LLC 8/11/2020
Fiduciary Wealth Partners, LLC Newton, MA 7/29/2026
FIDUCIENT ADVISORS LLC Chicago, IL 8/7/2026
Field & Main Bank Henderson, KY 8/19/2026
Fielder Capital Group LLC Nashville, TN 8/6/2026
FIELDPOINT PRIVATE ADVISORS, INC 2/15/2018
Fieldpoint Private Securities, LLC 8/5/2022
Fieldview Capital Management, LLC Niles, MI 8/14/2026
Fiera Capital Corp Montreal, A8 8/7/2026
FIFTH LANE CAPITAL, LP Austin, TX 8/6/2026
FIFTH THIRD BANCORP Cincinnati, OH 8/5/2026
FIFTH THIRD SECURITIES, INC. Cincinnati, OH 7/15/2026
Fifth Third Wealth Advisors LLC Cincinnati, OH 7/17/2026
FIFTHDELTA Ltd London, X0 8/13/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV Oklahoma City, OK 8/10/2026
FIGURE 8 INVESTMENT STRATEGIES LLC Boise, ID 8/7/2026
FIL Ltd Hamilton, D0 8/13/2026
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 7/23/2026
Financial Advantage, Inc. 11/7/2023
Financial Advisors Network, Inc. Tustin, CA 8/14/2026
Financial Advisors, LLC 11/7/2025
Financial Advisory Corp Grand Rapids, MI 7/9/2026
Financial Advisory Group 5/10/2024
FINANCIAL ADVISORY PARTNERS, LLC Winter Park, FL 7/20/2026
Financial Advocates Investment Management 11/6/2025
Financial Alternatives, Inc La Jolla, CA 8/10/2026
Financial Architects, Inc 8/10/2023
Financial Architects, LLC Woodstock, GA 7/21/2026
Financial Avengers, Inc. Oakland, CA 8/18/2026
Financial Concepts Unlimited, Inc. Centreville, ME 8/6/2026
Financial Connections Group, Inc. Corte Madera, CA 5/1/2026
Financial Consulate Inc. 7/14/2021
FINANCIAL CONSULATE, INC Hunt Valley, MD 7/23/2026
Financial Council, LLC Towson, MD 8/4/2026
FINANCIAL COUNSELORS INC Overland Park, KS 8/4/2026
Financial Designs Corp Claremont, CA 7/10/2026
FINANCIAL DISCOVERY GROUP INC Atlanta, GA 7/23/2026
Financial Engines Advisors L.L.C. Santa Clara, CA 8/14/2026
Financial Enhancement Group LLC Anderson, IN 7/7/2026
Financial Freedom, LLC Cincinnati, OH 8/5/2026
Financial Futures Ltd Liability Co. Brielle, NJ 7/27/2026
Financial Gravity Asset Management, Inc. Lakeway, TX 5/8/2026
Financial Gravity Companies, Inc. Lakeway, TX 8/5/2026
Financial Guidance Group, Inc. Palm Harbor, FL 7/22/2026
Financial Harvest, LLC Winter Park, FL 8/10/2026
Financial Insights, Inc. Tacoma, WA 5/18/2026
FINANCIAL LIFE ADVISORS San Antonio, TX 7/28/2026
Financial Life Planners Tempe, AZ 7/21/2026
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 2/14/2022
FINANCIAL MANAGEMENT NETWORK INC Mission Viejo, CA 8/6/2026
Financial Management Professionals, Inc. Austin, TX 7/9/2026
Financial Management, Inc. Little Rock, AR 8/12/2026
Financial Network Wealth Advisors LLC Murray, UT 7/29/2026
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 2/28/2023
Financial Partners Group, Inc Overland Park, KS 7/23/2026
Financial Partners Group, LLC 7/17/2025
Financial Perspectives, Inc Minneapolis, MN 7/24/2026
Financial Plan, Inc. Bellingham, WA 8/14/2026
Financial Planners of Cleveland, Inc. 8/10/2022
Financial Planning & Information Services, Inc. 11/12/2024
Financial Planning Fort Collins, LLC Fort Collins, CO 7/10/2026
Financial Planning Hawaii, Inc. Honolulu, HI 7/23/2026
Financial Planning Navigators CORP Maple Grove, MN 7/28/2026
Financial Security Advisor, Inc. Virginia Beach, VA 8/11/2026
Financial Sense Advisors, Inc. San Diego, CA 8/14/2026
Financial Solutions Advisory Group, Inc. Chicago, IL 7/13/2026
Financial Strategies Group, Inc. Okemos, MI 8/10/2026
Financial Symmetry Inc Raleigh, NC 7/14/2026
Financial Synergies Wealth Advisors, Inc. Houston, TX 7/17/2026
Financially in Tune, LLC Stoneham, MA 4/22/2026
Financially Speaking Inc Greenwood Village, CO 7/27/2026
Financiere des Professionnels - Fonds d'investissement inc. Montreal, A8 8/5/2026
FinArc Investments, Inc. Norwood, MA 8/13/2026
FinDec Wealth Services, Inc. Stockton, CA 8/6/2026
FINDELL CAPITAL MANAGEMENT LLC New York, NY 8/14/2026
Findlay Park Partners LLP London, X0 8/12/2026
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 8/13/2026
Finer Wealth Management, Inc. Salem, MA 8/3/2026
Fingerlakes Wealth Management, Inc. Ithaca, NY 7/23/2026
Finhabits Advisors LLC New York, NY 8/14/2026
Finivi Inc. Westborough, MA 7/9/2026
Finley Financial, LLC Las Vegas, NV 7/8/2026
FinTrust Capital Advisors, LLC 10/11/2024
FinTrust Investment Advisory Services, LLC 4/20/2018
Finward Bancorp Munster, IN 7/16/2026
FIR TREE CAPITAL MANAGEMENT LP 8/14/2025
Fire Capital Management LLC San Francisco, CA 8/3/2026
Firefly Value Partners, LP 2/16/2021
Firestone Capital Management South Miami, FL 7/31/2026
FIRETHORN WEALTH PARTNERS, LLC Augusta, GA 7/15/2026
FIRETRAIL INVESTMENTS PTY LTD Brisbane, Qld, C3 8/6/2026
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 7/15/2026
First American Financial Corp Santa Ana, CA 8/10/2026
FIRST AMERICAN TRUST, FSB Santa Ana, CA 8/10/2026
First Ascent Asset Management, LLC 2/5/2024
First Bancorp, Inc /ME/ Damariscotta, ME 8/11/2026
First Bank & Trust Brookings, SD 7/9/2026
First Beijing Investment Ltd Hong Kong, K3 8/12/2026
FIRST BUSINESS FINANCIAL SERVICES, INC. Madison, WI 7/28/2026
First Capital Advisors Group, LLC. 8/15/2023
First Citizens Asset Management, Inc. Raleigh, NC 7/17/2026
FIRST CITIZENS BANCORPORATION INC 1/21/2015
FIRST CITIZENS BANK & TRUST CO Raleigh, NC 7/13/2026
First Citizens Financial Corp Mason City, IA 7/7/2026
FIRST CITIZENS INVESTOR SERVICES, INC. Raleigh, NC 2/5/2026
First City Capital Management, Inc. Savannah, GA 7/13/2026
First Command Advisory Services, Inc. Fort Worth, TX 8/10/2026
First Command Bank 7/21/2023
First Command Financial Services, Inc. 7/21/2023
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Indiana, PA 8/12/2026
FIRST COMMUNITY TRUST NA Dubuque, IA 7/10/2026
First County Bank /CT/ Stamford, CT 7/2/2026
First Dallas Securities Inc. Dallas, TX 8/3/2026
First Eagle Investment Management, LLC New York, NY 8/5/2026
First Farmers & Merchants Bank / Trust 10/31/2022
First Fiduciary Investment Counsel, Inc. Cleveland, OH 7/27/2026
First Financial Bank - Trust Division Hamilton, OH 7/1/2026
FIRST FINANCIAL BANKSHARES INC Abilene, TX 8/11/2026
FIRST FINANCIAL CORP /IN/ Terre Haute, IN 7/7/2026
FIRST FINANCIAL EQUITY CORPORATION 5/16/2017
First Financial Group Corp Raleigh, NC 7/15/2026
FIRST FOUNDATION ADVISORS Irvine, CA 8/14/2026
First Growth Capital LLC Pikesville, MD 7/16/2026
First Growth Capital Management LLC 2/17/2021
First Growth Investment Manager LP 8/2/2023
FIRST HAWAIIAN BANK Honolulu, HI 7/13/2026
First Heartland Consultants, Inc. Lake St. Louis, MO 7/8/2026
First Horizon Advisors, Inc. 8/6/2025
FIRST HORIZON CORP Memphis, TN 7/20/2026
First Houston Capital, Inc. 8/7/2017