Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Fortitude Advisory Group L.L.C. Gig Harbor, WA 7/22/2026
Fortitude Family Office, LLC Scottsdale, AZ 7/20/2026
Fortitude Financial, LLC Spokane, WA 7/9/2026
FORTRESS FINANCIAL GROUP, LLC Rochester, MN 8/12/2026
Fortress Financial Solutions, LLC Tucson, AZ 5/4/2026
Fortress Investment Group LLC New York, NY 8/14/2026
FORTRESS PRIVATE LEDGER, LLC Raleigh, NC 8/7/2026
Fortress Wealth Management, Inc. 10/16/2025
Fortune 45 LLC Gonzales, LA 8/5/2026
Fortune Financial Advisors, LLC Overland Park, KS 7/22/2026
Fortune Financial Group, Inc. Naples, FL 7/24/2026
Forty-three Eighteen Advisors, LLC Bentonville, AR 7/30/2026
Forty4 Asset Management LLC 11/13/2014
Forum Finance Group S.A. Geneva, V8 8/14/2026
Forum Financial Management, LP Lombard, IL 7/23/2026
Forum Private Client Group LLC Fishers, IN 8/12/2026
Forvis Mazars Wealth Advisors, LLC Springfield, MO 8/10/2026
Forward Management, LLC 1/13/2023
Forza Wealth Management, LLC Sarasota, FL 7/17/2026
Fosse Capital Partners LLP London, X0 8/13/2026
FOSTER & MOTLEY INC Cincinnati, OH 8/7/2026
FOSTER DYKEMA CABOT & CO INC/MA 11/14/2023
FOSTER DYKEMA CABOT & PARTNERS, LLC Waltham, MA 8/11/2026
Foster Group, Inc. West Des Moines, IA 7/7/2026
Foster Victor Wealth Advisors, LLC Greenville, SC 7/22/2026
Fosun International Ltd Hong Kong, F4 8/12/2026
Foundation Asset Management, LP 8/14/2018
Foundation Capital, LLC 11/9/2022
FOUNDATION RESOURCE MANAGEMENT INC Little Rock, AR 7/21/2026
Foundation Wealth Management, LLC Clayton, MO 7/30/2026
Foundation Wealth Management, LLC\PA Media, PA 7/21/2026
FOUNDATIONS INVESTMENT ADVISORS, LLC Phoenix, AZ 8/14/2026
Founder Collective GP, LLC 11/2/2022
FOUNDERS BANK & TRUST 2/9/2015
Founders Capital Management Houston, TX 7/21/2026
FOUNDERS CAPITAL MANAGEMENT, LLC Hartford, CT 7/20/2026
Founders Circle Capital LLC 11/12/2024
Founders Financial Alliance, LLC Raleigh, NC 8/4/2026
FOUNDERS FINANCIAL SECURITIES LLC Towson, MD 7/31/2026
Founders Fund Growth II Management, LP San Francisco, CA 8/14/2026
Founders Fund Growth Management, LLC San Francisco, CA 2/17/2026
Founders Fund II Management, LLC San Francisco, CA 2/17/2026
Founders Fund III Management, LLC San Francisco, CA 2/17/2026
Founders Fund IV Management, LLC San Francisco, CA 2/17/2026
Founders Fund V Management, LLC San Francisco, CA 2/17/2026
Founders Fund VI Management, LLC San Francisco, CA 2/17/2026
Founders Fund VII Management, LLC San Francisco, CA 2/17/2026
FOUNDERS GROVE WEALTH PARTNERS, LLC Richmond, VA 7/22/2026
Foundry Financial Group, Inc. Laconia, NH 7/22/2026
Foundry Financial LLC Pasadena, CA 7/21/2026
Foundry Group Next, LLC 11/10/2025
Foundry Group, LLC 11/14/2022
Foundry Partners, LLC 5/5/2025
FountainCap Research & Investment (Hong Kong) Co., Ltd. 11/8/2022
FountainVest China Capital Partners GP3 Ltd. Grand Cayman, E9 8/11/2026
Four Tree Island Advisory LLC Portsmouth, NH 8/7/2026
Fourier Capital Management Ltd Hong Kong, K3 8/11/2026
FOURPATH CAPITAL MANAGEMENT, LLC Oklahoma City, OK 7/22/2026
FOURPOINTS Investment Managers, S.A.S. 1/14/2020
FOURSIXTHREE CAPITAL LP New York, NY 8/14/2026
Fourth Dimension Wealth, LLC Middleburg Heights, OH 7/31/2026
Fourth Sail Capital LP Grand Cayman, E9 8/5/2026
FourThought Financial Partners, LLC Venice, FL 8/12/2026
FourThought Financial, LLC 11/21/2022
Fourthstone LLC St Louis, MO 8/14/2026
FourWorld Capital Management LLC New York, NY 8/14/2026
Fox Financial, Inc Wyomissing, PA 8/4/2026
Fox Hill Wealth Management Dedham, MA 8/18/2026
Fox Point Capital Management LLC 2/13/2018
FOX RUN MANAGEMENT, L.L.C. Greenwich, CT 8/4/2026
Foxhaven Asset Management, LP Charlottesville, VA 8/14/2026
Foyston, Gordon & Payne Inc Toronto, A6 8/12/2026
FPC INVESTMENT ADVISORY, INC. Petaluma, CA 8/13/2026
FPR PARTNERS LLC 5/14/2025
Fractal Investments LLC Glastonbury, CT 7/23/2026
Fragasso Financial Advisors Inc Sewickley, PA 7/9/2026
Framtiden Holdings Management Co LLC Chicago, IL 8/14/2026
Franchise Capital Ltd 10/28/2025
Franchise GP Ltd Grand Cayman, E9 7/21/2026
Francis Financial, Inc. New York, NY 8/10/2026
Francisco Partners Management, LP San Francisco, CA 8/14/2026
Frank, Rimerman Advisors LLC Palo Alto, CA 7/27/2026
FRANKLIN RESOURCES INC San Mateo, CA 8/13/2026
Franklin Square Holdings, L.P. 11/14/2018
FRANKLIN STREET ADVISORS INC /NC Chapel Hill, NC 7/9/2026
Franklin Street Capital Partners, LLC 11/14/2022
Franklin, Parlapiano, Turner & Welch, LLC Houston, TX 7/9/2026
Frankly Finances, LLC Winter Park, FL 7/15/2026
Frazier Financial Advisors, LLC Columbus, OH 8/10/2026
Frazier Life Sciences Management, L.P. Palo Alto, CA 8/14/2026
FRAZIER MANAGEMENT LLC 11/14/2022
Frec Markets, Inc. San Francisco, CA 8/13/2026
FRED ALGER MANAGEMENT, LLC New York, NY 8/14/2026
Frederick Financial Consultants, LLC Frederick, MD 8/14/2026
Freed Investment Group 11/15/2021
Freedman Financial Associates, Inc. 8/12/2022
Freedom Day Solutions, LLC Houston, TX 7/24/2026
Freedom Financial Partners LLC Oakdale, MN 8/6/2026
Freedom Investment Management, Inc. South Windsor, CT 8/10/2026
Freedom Together Foundation New York, NY 8/3/2026
FREEDOM WEALTH ALLIANCE, LLC 10/30/2023
FreeGulliver LLC New Orleans, LA 8/11/2026
Freemont Capital Pte Ltd Singapore, U0 8/13/2026
Freemont Management S.A. Vaud, V8 8/11/2026
Freestate Advisors LLC Overland Park, KS 7/9/2026
Freestone Capital Holdings, LLC Seattle, WA 7/31/2026
Freestone Grove Partners LP San Francisco, CA 8/14/2026
Fremen Capital Management LP Stamford, CT 8/14/2026
Freshford Capital Management, LLC Harrison, NY 8/14/2026
FRG Family Wealth Advisors LLC Bellevue, WA 4/24/2026
Friday Financial Dubuque, IA 7/9/2026
Friedberg Investment Management 11/8/2017
Friedenthal Financial Marlton, NJ 7/13/2026
FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. Riverside, CT 8/14/2026
FRIESS ASSOCIATES LLC 8/15/2022
Frisch Financial Group, Inc. Melville, NY 8/14/2026
Frisco Financial Planning LLC Frisco, TX 7/2/2026
Frist Capital, LLC Nashville, TN 7/16/2026
FRONT BARNETT ASSOCIATES LLC 11/13/2023
Front Row Advisors LLC Tiburon, CA 8/13/2026
Front Street Capital Management, Inc. Missoula, MT 8/13/2026
FrontFour Capital Group LLC 10/25/2019
Frontier Asset Management, LLC Sheridan, WY 8/6/2026
FRONTIER CAPITAL MANAGEMENT CO LLC Boston, MA 8/14/2026
FRONTIER INVESTMENT MGMT CO 8/11/2020
Frontier Wealth Management LLC 8/15/2022
Fruth Investment Management Houston, TX 7/10/2026
FS Capital Partners V, LLC 1/30/2017
FS Capital Partners VI, LLC 11/1/2024
FSA Advisors, Inc. Troy, MI 8/17/2026
FSA Investment Group, LLC Pensacola, FL 7/17/2026
FSA Wealth Management LLC 11/17/2025
FSA WEALTH PARTNERS, INC. Rockville, MD 8/3/2026
FSB PREMIER WEALTH MANAGEMENT, INC. Waterloo, IA 8/12/2026
FSC Wealth Advisors, LLC Wappingers Falls, NY 7/30/2026
FSI GROUP, LLC 10/16/2020
FSM Wealth Advisors, LLC Cleveland, OH 7/15/2026
FT Options LLC 11/13/2017
FTV Management Company, L.P. San Francisco, CA 8/14/2026
FTX Recovery Trust League City, TX 8/7/2026
FUKOKU MUTUAL LIFE INSURANCE CO Tokyo, M0 7/24/2026
Fulcrum Asset Management LLP London, X0 8/18/2026
Fulcrum Capital LLC Seattle, WA 7/20/2026
Fulcrum Equity Management Plano, TX 7/9/2026
FULCRUM WEALTH ADVISORS, LLC Bellevue, WA 7/21/2026
Full Sail Capital, LLC 11/14/2025
Full Value Advisors, LLC 10/16/2015
Full18 Capital LLC 4/29/2022
FULLCIRCLE WEALTH LLC 11/5/2025
Fullen Financial Group 5/30/2023
FULLER & THALER ASSET MANAGEMENT, INC. San Mateo, CA 8/12/2026
Fullerton Advisors, LLC Danville, CA 7/27/2026
Fullerton Fund Management Co Ltd. Singapore, U0 8/14/2026
FULTON BANK, N.A. Lancaster, PA 7/9/2026
FULTON BREAKEFIELD BROENNIMAN LLC Bethesda, MD 8/3/2026
Fund 1 Investments, LLC Rincon, PR 8/14/2026
Fund Advisors of America Inc/FL Orland, FL 8/11/2026
Fund Evaluation Group, LLC Cincinnati, OH 8/7/2026
Fund Management at Engine No. 1 LLC 2/13/2024
Fund Resources Investment Holding Group Co Ltd Hong Kong, K3 7/28/2026
Fundamenta Capital S.A. Montevideo, X3 7/28/2026
Funde Sino Life Insurance Co Ltd Hong Kong, K3 7/29/2026
Fundsmith Equity Fund, L.P. 9/4/2018
FUNDSMITH INVESTMENT SERVICES LTD. Beaux Songes, O4 8/14/2026
Fundsmith LLP London, X0 8/14/2026
Fundsmith Long/Short Master Fund 5/14/2021
FundX Investment Group, LLC 1/26/2022
FURE FINANCIAL CORP 11/9/2022
Fusion Capital, LLC Mt. Pleasant, SC 8/5/2026
Fusion Family Wealth, LLC Woodbury, NY 8/7/2026
Fusion Investment Group, LLC 2/16/2016
Future Financial Wealth Managment LLC Cincinnati, OH 7/24/2026
Future Fund LLC Chicago, IL 8/12/2026
FUTURE YOU WEALTH LLC 7/31/2025
Futuris Asset Management AB Stockholm, V7 8/6/2014
FWG Holdings, LLC Winter Park, FL 8/13/2026
FWG Investments, LLC. Lexington, KY 7/28/2026
FWL INVESTMENT MANAGEMENT, LLC Dallas, TX 8/14/2026
G&S Capital LLC Denver, CO 7/10/2026
G.F.W. Energy VII, L.P. 5/16/2016
G.F.W. Energy VIII, L.P. 11/14/2017
G.F.W. Energy X, L.P. 2/16/2021
G.F.W. Energy XI, L.P. 11/14/2025
G.F.W. Energy XII, L.P. 11/14/2025
G2 CAPITAL MANAGEMENT, LLC / OH Columbus, OH 8/11/2026
G2 Investment Partners Management LLC New York, NY 8/14/2026
G2VP I Associates, LLC 10/20/2023
Gabalex Capital Management LLC 2/2/2023
GABELLI & Co INVESTMENT ADVISERS, INC. Rye, NY 8/12/2026
GABELLI FUNDS LLC Rye, NY 8/12/2026
GABLES CAPITAL MANAGEMENT INC. Miami, FL 8/7/2026
Gaddis Premier Wealth Advisors LLC Durant, OK 8/4/2026
Gagnon Advisors, LLC New York, NY 8/4/2026
GAGNON SECURITIES LLC New York, NY 8/4/2026
GAINLINE FINANCIAL PARTNERS, LLC Louisville, CO 8/7/2026
Gainplan LLC Bloomfield Hills, MI 7/7/2026
GALAXY CAPITAL TRADING LTD Road Town, D8 2/26/2014
Galaxy Digital Capital Management GP LLC New York, NY 8/14/2026
Galaxy Digital Capital Management LP 11/4/2025
Galaxy Digital Inc. New York, NY 8/14/2026