Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
First Trust Investment Solutions L.P. 11/13/2024
First Turn Management, LLC Del Mar, CA 5/15/2026
FIRST UNITED BANK & TRUST Oakland, MD 4/21/2026
First Washington CORP Seattle, WA 5/14/2026
First Western Capital Management Co 11/18/2020
First Western Trust Bank Denver, CO 5/12/2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC Pasadena, CA 5/11/2026
Firsthand Capital Management, Inc. San Jose, CA 5/14/2026
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 5/11/2026
Fiscal Wisdom Wealth Management, LLC Canton, CT 5/6/2026
Fischer Financial Services, Inc. Harrisburg, PA 4/28/2026
FISCHER INVESTMENT STRATEGIES, LLC Westlake Village, CA 6/4/2026
Fisher Asset Management, LLC Plano, TX 5/5/2026
Fisher Funds Management LTD Auckland, Q2 4/16/2026
FISHMAN JAY A LTD/MI Troy, MI 4/29/2026
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 4/16/2026
Fivespan Partners, LP San Francisco, CA 5/14/2026
FJ Capital Management LLC Mclean, VA 5/15/2026
FJ Investments, LLC Salt Lake City, UT 5/13/2026
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 8/2/2024
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Stockholm, V7 4/27/2026
Fjell Capital, LLC Fargo, ND 4/15/2026
Flagship Capital Management Inc. Media, PA 4/21/2026
FLAGSHIP HARBOR ADVISORS, LLC Boston, MA 4/28/2026
Flagship Pioneering, LLC Cambridge, MA 5/15/2026
Flagship Private Wealth, LLC Woburn, MA 4/24/2026
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 6/1/2026
FLAGSTAR ADVISORS INC New York, NY 5/12/2026
Flagstone Financial Management Lincoln, NE 4/27/2026
Flaharty Asset Management, LLC Clearwater, FL 5/4/2026
FLAHERTY & CRUMRINE INC 11/7/2018
Flat Footed LLC Wilson, WY 5/15/2026
Flatbush Watermill Management, LLC 11/13/2014
Flatrock Energy Advisors LLC 10/11/2017
Flatrock Wealth Partners LLC Newport Beach, CA 5/26/2026
Flavin Financial Services, Inc. Melbourne, FL 5/7/2026
FLAX POND CAPITAL, LLC Merion Station, PA 5/19/2026
FLC Capital Advisors Palm Desert, CA 5/1/2026
FLEMING JAMES B JR 10/17/2025
Flight Deck Capital, LP San Francisco, CA 5/15/2026
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 5/7/2026
Florida Trust Wealth Management Co Sanibel, FL 5/14/2026
Florin Court Capital LLP London, X0 5/6/2026
Flossbach von Storch AG Zurich 8/12/2020
FLOSSBACH VON STORCH SE Cologne, 2M 4/29/2026
Flow State Investments, L.P. 2/13/2025
FLOW TRADERS U.S. LLC New York, NY 5/15/2026
Flower City Capital Pittsford, NY 4/14/2026
Flowering Tree Investment Management Pte. Ltd. 11/10/2020
FLOYD FINANCIAL GROUP LLC Springfield, MO 4/24/2026
FLP Wealth Management, LLC Bentonville, AR 4/28/2026
FLPUTNAM INVESTMENT MANAGEMENT CO Portland, ME 5/5/2026
Fluent Financial, LLC Dallas, TX 4/15/2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC Garden City, NY 5/4/2026
FLYWHEEL PRIVATE WEALTH LLC Los Altos, CA 4/16/2026
FMA ADVISORY INC 11/15/2021
FMA Wealth Management, LLC Duxbury, MA 4/14/2026
FMB WEALTH MANAGEMENT Westlake Village, CA 4/15/2026
FMFE Wealth Management, LLC 8/13/2024
FMR LLC Boston, MA 5/15/2026
FNY Investment Advisers, LLC New York, NY 4/15/2026
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 4/14/2026
Focus Partners Advisor Solutions, LLC Saint Louis, MO 5/13/2026
Focus Partners Wealth St Louis, MO 5/14/2026
FOCUS Wealth Advisors, LLC Houston, TX 4/8/2026
FOCUSED ALPHA, LLC Denver, CO 5/12/2026
FOCUSED INVESTORS FUND L P 4/25/2024
Focused Investors LLC Los Angeles, CA 4/16/2026
Focused Wealth Management, Inc Newburgh, NY 4/20/2026
Fogel Capital Management, Inc. Stuart, FL 5/13/2026
Foguth Wealth Management, LLC. Brighton, MI 6/1/2026
Folger Hill Asset Management LP 11/14/2018
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC Washington, DC 4/23/2026
FolioMetrix LLC 8/5/2015
FOLKETRYGDFONDET Oslo, Q8 5/13/2026
Fondren Management LP 11/13/2020
Fonville Wealth Management LLC Richmond, VA 4/20/2026
Foothills Asset Management, Ltd. 4/15/2020
FORA Capital, LLC Miami, FL 5/14/2026
Forager Capital Management, LLC Birmingham, AL 5/15/2026
Forager Funds Management Pty Ltd 11/15/2022
Forbes Financial Planning, Inc. East Greenwich, RI 4/17/2026
FORBES J M & CO LLP Boston, MA 4/16/2026
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 5/8/2026
Fore Research & Management, LP 8/14/2017
Forefront Analytics, LLC West Conshohocken, PA 5/13/2026
FOREFRONT WEALTH MANAGEMENT INC. Malvern, PA 1/23/2026
Forefront Wealth Partners, LLC Austin, TX 4/17/2026
Forerunner Ventures Management, LLC San Francisco, CA 5/15/2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Saline, MI 4/14/2026
Foresight Global Investors, Inc. Purchase, NY 5/12/2026
Foresight Group Ltd Liability Partnership London, X0 5/4/2026
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 5/15/2026
Foresite Capital Management V, LLC West Hollywood, CA 5/15/2026
Foresite Capital Management VI LLC West Hollywood, CA 5/15/2026
Foresite Capital Opportunity Management V, LLC 11/14/2022
Forest Avenue Capital Management LP Miami, FL 5/14/2026
Forest Hill Capital, LLC Little Rock, AR 5/15/2026
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 5/8/2026
Forge First Asset Management Inc. 11/12/2025
FORM Wealth Advisors, LLC Lake Geneva, WI 4/10/2026
Formation8 GP II, LLC 11/13/2020
Formation8 GP, LLC 5/2/2024
Formidable Asset Management, LLC Cincinnati, OH 4/22/2026
FORMULA GROWTH LTD Montreal, A8 5/14/2026
FormulaFolio Investments, LLC 7/28/2021
FORMULATE FINANCIAL LLC Boca Raton, FL 4/29/2026
FORONJY FINANCIAL LLC Los Osos, CA 4/23/2026
Forrestal Agricultural Corp 2/1/2024
FORSTA AP-FONDEN Stockholm, V7 5/7/2026
Fort Baker Capital Management LP Larkspur, CA 5/15/2026
Fort Henry Capital, LLC Wheeling, WV 4/20/2026
FORT PITT CAPITAL GROUP INC 10/27/2015
FORT PITT CAPITAL GROUP, LLC 10/29/2024
Fort Point Capital Partners LLC San Francisco, CA 5/14/2026
Fort Sheridan Advisors LLC Highland Park, IL 5/6/2026
Fort Vancouver Investment Management, LLC Vancouver, WA 5/15/2026
Fort Warren Capital Management, LP 4/4/2017
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Cincinnati, OH 4/22/2026
FORT, L.P. 10/29/2024
FORTALEZA ASSET MANAGEMENT INC/ 7/17/2018
FORTE ASSET MANAGEMENT LLC Bedford, NY 4/27/2026
FORTE CAPITAL LLC /ADV 7/15/2025
FORTEM FINANCIAL GROUP, LLC Palm Desert, CA 4/16/2026
FORTERIS WEALTH MANAGEMENT INC. Armonk, NY 4/21/2026
Forthright Family Wealth Advisory LLC Houston, TX 5/13/2026
ForthRight Wealth Management, LLC Alpharetta, GA 5/12/2026
Fortis Advisors, LLC Wayne, PA 5/14/2026
Fortis Capital Advisors, LLC Prairie Village, KS 4/28/2026
Fortis Capital Management LLC Bellevue, WA 5/11/2026
Fortis Group Advisors, LLC Westwood, NJ 5/8/2026
Fortitude Advisory Group L.L.C. Gig Harbor, WA 4/28/2026
Fortitude Family Office, LLC Scottsdale, AZ 4/15/2026
Fortitude Financial, LLC Spokane, WA 4/23/2026
FORTRESS FINANCIAL GROUP, LLC Rochester, MN 5/15/2026
Fortress Financial Solutions, LLC Tucson, AZ 5/4/2026
Fortress Investment Group LLC New York, NY 5/15/2026
FORTRESS PRIVATE LEDGER, LLC Raleigh, NC 5/13/2026
Fortress Wealth Management, Inc. 10/16/2025
Fortune 45 LLC Gonzales, LA 4/28/2026
Fortune Financial Advisors, LLC Overland Park, KS 4/30/2026
Fortune Financial Group, Inc. Naples, FL 4/23/2026
Forty-three Eighteen Advisors, LLC Bentonville, AR 5/6/2026
Forty4 Asset Management LLC 11/13/2014
Forum Finance Group S.A. Geneva, V8 5/7/2026
Forum Financial Management, LP Lombard, IL 4/23/2026
Forum Private Client Group LLC Fishers, IN 5/13/2026
Forvis Mazars Wealth Advisors, LLC Springfield, MO 5/1/2026
Forward Management, LLC 1/13/2023
Forza Wealth Management, LLC Sarasota, FL 4/30/2026
Fosse Capital Partners LLP London, X0 5/14/2026
FOSTER & MOTLEY INC Cincinnati, OH 4/21/2026
FOSTER DYKEMA CABOT & CO INC/MA 11/14/2023
FOSTER DYKEMA CABOT & PARTNERS, LLC Waltham, MA 5/14/2026
Foster Group, Inc. West Des Moines, IA 4/13/2026
Foster Victor Wealth Advisors, LLC Greenville, SC 4/20/2026
Fosun International Ltd Hong Kong, F4 5/14/2026
Foundation Asset Management, LP 8/14/2018
Foundation Capital, LLC 11/9/2022
FOUNDATION RESOURCE MANAGEMENT INC Little Rock, AR 4/21/2026
Foundation Wealth Management, LLC Clayton, MO 5/4/2026
Foundation Wealth Management, LLC\PA Media, PA 4/21/2026
FOUNDATIONS INVESTMENT ADVISORS, LLC Phoenix, AZ 5/11/2026
Founder Collective GP, LLC 11/2/2022
FOUNDERS BANK & TRUST 2/9/2015
Founders Capital Management Houston, TX 4/21/2026
FOUNDERS CAPITAL MANAGEMENT, LLC Hartford, CT 4/23/2026
Founders Circle Capital LLC 11/12/2024
Founders Financial Alliance, LLC Raleigh, NC 5/11/2026