Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
First International Bank & Trust 10/7/2025
First International Bank of Israel Ltd. Tel Aviv, L3 8/12/2026
FIRST INTERSTATE BANCSYSTEM INC 4/27/2021
FIRST INTERSTATE BANK Billings, MT 7/24/2026
First Light Asset Management, LLC Edina, MN 8/14/2026
First Long Island Investors, LLC Jericho, NY 8/13/2026
FIRST MANHATTAN CO. LLC. New York, NY 8/14/2026
FIRST MERCANTILE TRUST CO 11/24/2021
FIRST MERCHANTS CORP Muncie, IN 7/15/2026
FIRST MIDWEST BANK TRUST DIVISION 1/18/2022
First National Advisers, LLC Omaha, NE 7/21/2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Newtown, PA 8/6/2026
First National Bank of Hutchinson Hutchinson, KS 8/3/2026
First National Bank of Mount Dora, Trust Investment Services Mount Dora, FL 7/8/2026
FIRST NATIONAL BANK OF OMAHA Omaha, NE 8/7/2026
First National Bank of South Miami 7/12/2023
FIRST NATIONAL BANK SIOUX FALLS Sioux Falls, SD 7/24/2026
FIRST NATIONAL CORP /MA/ /ADV 10/28/2025
FIRST NATIONAL TRUST CO Johnstown, PA 7/30/2026
First Nebraska Trust Co Lincoln, NE 8/20/2026
FIRST NEW YORK SECURITIES LLC /NY 2/7/2017
FIRST NIAGARA BANK 7/25/2016
First Pacific Advisors, LP El Segundo, CA 8/14/2026
First Pacific Financial Vancouver, WA 7/20/2026
First Personal Financial Services 11/1/2024
First PREMIER Bank Sioux Falls, SD 7/15/2026
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 8/14/2026
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 8/14/2026
FIRST TRUST ADVISORS LP Wheaton, IL 8/11/2026
First Trust Bank, Ltd. Nassau, C5 8/11/2026
First Trust Capital Management L.P. Chicago, IL 8/13/2026
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 8/14/2026
FIRST UNITED BANK & TRUST Oakland, MD 7/20/2026
First Washington CORP Seattle, WA 8/13/2026
First Western Capital Management Co 11/18/2020
First Western Trust Bank Denver, CO 7/29/2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC Pasadena, CA 8/13/2026
Firsthand Capital Management, Inc. San Jose, CA 8/13/2026
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 8/12/2026
Fiscal Wisdom Wealth Management, LLC Canton, CT 7/21/2026
Fischer Financial Services, Inc. Harrisburg, PA 8/11/2026
FISCHER INVESTMENT STRATEGIES, LLC Westlake Village, CA 7/24/2026
Fisher Asset Management, LLC Plano, TX 8/4/2026
Fisher Funds Management LTD Auckland, Q2 7/14/2026
FISHMAN JAY A LTD/MI Troy, MI 7/29/2026
Fithian, LLC 5/5/2023
Five Oceans Advisors Santa Monica, CA 7/15/2026
Five Oceans Asset Management LTD Sydney, C3 8/1/2014
Five Pine Wealth Management Coeur D Alene, ID 8/13/2026
Fivespan Partners, LP San Francisco, CA 8/13/2026
FJ Capital Management LLC Mclean, VA 8/14/2026
FJ Investments, LLC Salt Lake City, UT 8/6/2026
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8/2/2024
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Stockholm, V7 7/29/2026
Fjell Capital, LLC Fargo, ND 7/15/2026
Flagship Capital Management Inc. Media, PA 7/21/2026
FLAGSHIP HARBOR ADVISORS, LLC Boston, MA 7/22/2026
Flagship Pioneering, LLC Cambridge, MA 8/14/2026
Flagship Private Wealth, LLC Woburn, MA 8/4/2026
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 7/27/2026
FLAGSTAR SECURITIES, INC New York, NY 7/15/2026
Flagstone Financial Management Lincoln, NE 7/21/2026
Flaharty Asset Management, LLC Clearwater, FL 7/8/2026
FLAHERTY & CRUMRINE INC 11/7/2018
Flat Footed LLC Wilson, WY 8/14/2026
Flatbush Watermill Management, LLC 11/13/2014
Flatrock Energy Advisors LLC 10/11/2017
Flatrock Wealth Partners LLC Newport Beach, CA 8/14/2026
Flavin Financial Services, Inc. Melbourne, FL 8/13/2026
FLAX POND CAPITAL, LLC Merion Station, PA 8/14/2026
FLC Capital Advisors Palm Desert, CA 7/20/2026
FLEMING JAMES B JR 10/17/2025
Flight Deck Capital, LP San Francisco, CA 8/14/2026
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 8/10/2026
Florida Trust Wealth Management Co Sanibel, FL 7/27/2026
Florin Court Capital LLP London, X0 8/4/2026
Flossbach von Storch AG Zurich 8/12/2020
FLOSSBACH VON STORCH SE Cologne, 2M 8/10/2026
Flow State Investments, L.P. 2/13/2025
FLOW TRADERS U.S. LLC New York, NY 8/14/2026
Flower City Capital Pittsford, NY 7/7/2026
Flowering Tree Investment Management Pte. Ltd. 11/10/2020
FLOYD FINANCIAL GROUP LLC Springfield, MO 7/22/2026
FLP Wealth Management, LLC Bentonville, AR 7/28/2026
FLPUTNAM INVESTMENT MANAGEMENT CO Portland, ME 8/6/2026
Fluent Financial, LLC Dallas, TX 7/9/2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC Garden City, NY 7/24/2026
FLYWHEEL PRIVATE WEALTH LLC Los Altos, CA 7/21/2026
FMA ADVISORY INC 11/15/2021
FMA Wealth Management, LLC Duxbury, MA 7/9/2026
FMB WEALTH MANAGEMENT Westlake Village, CA 7/27/2026
FMFE Wealth Management, LLC 8/13/2024
FMR LLC Boston, MA 8/13/2026
FNY Investment Advisers, LLC New York, NY 7/8/2026
FNY Managed Accounts LLC 4/18/2018
FNY Partners Fund LP 4/18/2018
FOCUS FINANCIAL NETWORK INC /ADV 2/12/2024
Focus Financial Network, Inc. Minneapolis, MN 7/9/2026
Focus Partners Advisor Solutions, LLC Saint Louis, MO 8/6/2026
Focus Partners Wealth St Louis, MO 8/12/2026
FOCUS Wealth Advisors, LLC Houston, TX 7/7/2026
FOCUSED ALPHA, LLC Denver, CO 8/7/2026
FOCUSED INVESTORS FUND L P 4/25/2024
Focused Investors LLC Los Angeles, CA 7/28/2026
Focused Wealth Management, Inc Newburgh, NY 8/6/2026
Fogel Capital Management, Inc. Stuart, FL 8/13/2026
Foguth Wealth Management, LLC. Brighton, MI 7/21/2026
Folger Hill Asset Management LP 11/14/2018
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC Washington, DC 7/16/2026
FolioMetrix LLC 8/5/2015
FOLKETRYGDFONDET Oslo, Q8 8/13/2026
Fondren Management LP 11/13/2020
Fonville Wealth Management LLC Richmond, VA 7/28/2026
Foothills Asset Management, Ltd. 4/15/2020
FORA Capital, LLC Miami, FL 8/13/2026
Forager Capital Management, LLC Birmingham, AL 8/14/2026
Forager Funds Management Pty Ltd 11/15/2022
Forbes Financial Planning, Inc. East Greenwich, RI 7/23/2026
FORBES J M & CO LLP Boston, MA 7/20/2026
Force Capital Management LLC 11/14/2019
Force Hill Capital Management LP 2/14/2024
Ford Financial Group, LLC 5/11/2023
FORD FOUNDATION 11/14/2022
Fore Capital, LLC New York, NY 8/10/2026
Fore Research & Management, LP 8/14/2017
Forefront Analytics, LLC West Conshohocken, PA 8/12/2026
FOREFRONT WEALTH MANAGEMENT INC. Malvern, PA 1/23/2026
Forefront Wealth Partners, LLC Austin, TX 8/20/2026
Forerunner Ventures Management, LLC San Francisco, CA 8/14/2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Saline, MI 7/8/2026
Foresight Global Investors, Inc. Purchase, NY 8/10/2026
Foresight Group Ltd Liability Partnership London, X0 7/27/2026
Foresight Wealth Management, LLC 2/13/2023
Foresite Capital Management I, LLC 11/14/2022
Foresite Capital Management II, LLC 11/13/2023
Foresite Capital Management III, LLC 11/14/2022
Foresite Capital Management IV, LLC West Hollywood, CA 8/14/2026
Foresite Capital Management V, LLC West Hollywood, CA 8/14/2026
Foresite Capital Management VI LLC West Hollywood, CA 8/14/2026
Foresite Capital Opportunity Management V, LLC 11/14/2022
Forest Avenue Capital Management LP Miami, FL 8/14/2026
Forest Hill Capital, LLC Little Rock, AR 8/14/2026
Forester Capital Management, LTD 8/14/2017
FORESTERS ASSET MANAGEMENT INC. 8/12/2019
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 11/12/2019
Forge Financial Services LLC Edmond, OK 8/7/2026
Forge First Asset Management Inc. 11/12/2025
FORM Wealth Advisors, LLC Lake Geneva, WI 7/10/2026
Formation8 GP II, LLC 11/13/2020
Formation8 GP, LLC 5/2/2024
Formidable Asset Management, LLC Cincinnati, OH 7/17/2026
FORMULA GROWTH LTD Montreal, A8 8/17/2026
FormulaFolio Investments, LLC 7/28/2021
FORMULATE FINANCIAL LLC Boca Raton, FL 7/31/2026
FORONJY FINANCIAL LLC Los Osos, CA 7/23/2026
Forrestal Agricultural Corp 2/1/2024
FORSTA AP-FONDEN Stockholm, V7 8/7/2026
Fort Baker Capital Management LP Larkspur, CA 8/14/2026
Fort Henry Capital, LLC Wheeling, WV 7/15/2026
FORT PITT CAPITAL GROUP INC 10/27/2015
FORT PITT CAPITAL GROUP, LLC 10/29/2024
Fort Point Capital Partners LLC San Francisco, CA 8/14/2026
Fort Sheridan Advisors LLC Highland Park, IL 8/5/2026
Fort Vancouver Investment Management, LLC Vancouver, WA 7/29/2026
Fort Warren Capital Management, LP 4/4/2017
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Cincinnati, OH 7/17/2026
FORT, L.P. 10/29/2024
FORTALEZA ASSET MANAGEMENT INC/ 7/17/2018
FORTE ASSET MANAGEMENT LLC Bedford, NY 7/21/2026
FORTE CAPITAL LLC /ADV 7/15/2025
FORTEM FINANCIAL GROUP, LLC Palm Desert, CA 7/20/2026
FORTERIS WEALTH MANAGEMENT INC. Armonk, NY 7/21/2026
Forthright Family Wealth Advisory LLC Houston, TX 7/16/2026
ForthRight Wealth Management, LLC Alpharetta, GA 8/7/2026
Fortis Advisors, LLC Wayne, PA 8/13/2026
Fortis Capital Advisors, LLC Prairie Village, KS 7/31/2026
Fortis Capital Management LLC Bellevue, WA 8/12/2026
Fortis Group Advisors, LLC Westwood, NJ 7/24/2026