Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Alchemi Wealth, LLC Essex, CT 5/7/2026
Alcosta Capital Management, Inc. San Ramon, CA 5/14/2026
Aldebaran Capital, LLC Carmel, IN 5/7/2026
Aldebaran Financial Inc. Kingsport, TN 5/14/2026
Alden Global Capital LLC Brandon, FL 5/15/2026
Alden Global Capital Ltd 5/15/2015
Alecta Tjanstepension Omsesidigt Stockholm, V7 4/28/2026
Alera Investment Advisors, LLC 11/14/2024
Alerce Investment Management, L.P. 2/14/2025
ALERUS FINANCIAL NA Grand Forks, ND 5/12/2026
Alerus Investment Advisors Corp 5/4/2016
Alesco Advisors, LLC, An ESL Co Pittsford, NY 5/13/2026
Alessandra Capital Management, LLC Torrance, CA 4/30/2026
ALETHEA CAPITAL MANAGEMENT, LLC Mercer Island, WA 5/13/2026
Aletheian Wealth Advisors LLC Bellevue, WA 4/9/2026
ALEXANDER LABRUNERIE & CO., INC. Columbia, MO 5/18/2026
Alexander Randolph Advisory, Inc. Mclean, VA 5/6/2026
Alexandria Capital, LLC 12/2/2021
Alexis Investment Partners, LLC Montgomery, TX 4/24/2026
Alfred I. duPont Charitable Trust 11/9/2022
Alfreton Capital LLP Radlett, Hertfordshire, X0 5/14/2026
ALGEBRIS (UK) LTD London, X0 5/13/2026
Algebris Investments (UK) LLP 2/9/2018
ALGERT GLOBAL LLC San Francisco, CA 5/14/2026
Algorithmic Investment Models, LLC Boston, MA 5/14/2026
Alhambra Investment Management LLC Palmetto Bay, FL 4/15/2026
Alibaba Group Holding Ltd Causeway Bay, K3 5/15/2026
Alight Capital Management LP New York, NY 5/15/2026
Align Financial, LLC Hermantown, MN 5/8/2026
Align Wealth Management, LLC 1/9/2023
Alistair Capital Management, L.L.C. 2/17/2015
Aljian Capital Management, LLC Carson City, NV 4/29/2026
Alken Asset Management LLP 10/6/2014
Alken Asset Management Ltd London, X0 4/24/2026
ALKEON CAPITAL MANAGEMENT LLC New York, NY 5/14/2026
All Season Financial Advisors, Inc. 10/18/2024
All Terrain Financial Advisors, LLC Coon Rapids, MN 5/12/2026
All-Stars Investment Ltd Hong Kong, K3 5/6/2026
ALLEGHANY CORP /DE 11/1/2022
Allegheny Financial Group Pittsburgh, PA 4/16/2026
Allegiance Financial Group Advisory Services LLC Vienna, VA 5/8/2026
Allegiant Private Advisors, LLC 7/7/2021
Allegis Investment Advisors, LLC 4/24/2018
Allen Capital Group, LLC Grand Island, NE 2/9/2026
ALLEN HOLDING INC /NY New York, NY 5/7/2026
Allen Investment Management, LLC New York, NY 5/7/2026
Allen Mooney & Barnes Investment Advisors LLC Thomasville, GA 4/13/2026
ALLEN OPERATIONS LLC New York, NY 5/7/2026
ALLEN WEALTH MANAGEMENT, LLC Boone, NC 5/8/2026
Alley Co LLC 1/25/2022
Alley Investment Management Company, LLC Lake Forest, IL 4/23/2026
AllGen Financial Advisors, Inc. Orlando, FL 1/22/2026
Alliance Private Wealth, LLC North Reading, MA 5/13/2026
Alliance Trust PLC 7/31/2017
Alliance Wealth Advisors, LLC Scranton, PA 5/13/2026
Alliance Wealth Advisors, LLC /UT Centerville, UT 5/12/2026
Alliance Wealth Management Group Flemington, NJ 4/29/2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies Lynchburg, VA 4/28/2026
ALLIANCEBERNSTEIN L.P. Nashville, TN 5/15/2026
Allianz Asset Management GmbH Munich, 2M 5/11/2026
ALLIANZ INVESTMENT MANAGEMENT LLC Minneapolis, MN 2/11/2026
Allianz Investment Management U.S. LLC 11/6/2025
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 10/16/2018
ALLIANZ SE Munich, 2M 5/11/2026
Allie Family Office LLC Miami, FL 5/13/2026
Allied Investment Advisors, LLC Billings, MT 4/27/2026
ALLIUM FINANCIAL ADVISORS, LLC Lake Oswego, OR 5/7/2026
Allodium Investment Consultants, LLC Minneapolis, MN 4/9/2026
Allostery Investments LP 11/14/2025
Allred Capital Management, LLC Dallas, TX 5/13/2026
Allspring Global Investments Holdings, LLC Charlotte, NC 5/5/2026
AllSquare Wealth Management LLC Albany, NY 1/12/2026
ALLSTATE CORP Northbrook, IL 5/11/2026
ALLSTATE INVESTMENT MANAGEMENT CO 2/14/2023
Allston Trading LLC 10/22/2014
Allworth Financial LP Folsom, CA 5/14/2026
Ally Bridge Group (NY) LLC New York, NY 5/15/2026
Ally Financial Inc. Detroit, MI 5/12/2026
Ally Invest Advisors Inc. Charlotte, NC 5/12/2026
ALM First Financial Advisors, LLC Dallas, TX 4/10/2026
Almanack Investment Partners, LLC. Wayne, PA 5/5/2026
Almitas Capital LLC Santa Monica, CA 5/15/2026
AlpenGlobal Capital LLC Tahoe City, CA 4/30/2026
Alpenglow Capital LP 5/15/2017
Alpha Advisors, LLC/VA Richmond, VA 5/14/2026
ALPHA CAPITAL ADVISORS INC /ADV Bangor, ME 2/18/2026
Alpha Cubed Investments, LLC Costa Mesa, CA 2/3/2026
Alpha DNA Investment Management LLC 8/14/2025
Alpha Family Trust Los Angeles, CA 5/13/2026
Alpha Financial Advisors, LLC Charlotte, NC 5/11/2026
Alpha Financial Partners LLC Lexington, KY 5/13/2026
Alpha Omega Group, Inc. 5/8/2025
Alpha Omega Wealth Management LLC Richmond, VA 4/7/2026
Alpha Paradigm Partners, LLC 2/13/2023
Alpha Quant Advisors, LLC 5/8/2019
Alpha Square Group S LLC 11/14/2024
Alpha Wave Global, LP New York, NY 5/14/2026
Alpha Wealth Funds, LLC Park City, UT 5/14/2026
ALPHA WINDWARD LLC 4/19/2021
Alpha Zero LLC Boca Raton, FL 5/7/2026
Alphabet Inc. Mountain View, CA 5/7/2026
AlphaCentric Advisors LLC San Juan, PR 5/7/2026
AlphaCore Capital LLC La Jolla, CA 5/15/2026
AlphaCrest Capital Management LLC 1/27/2023
Alphadyne Asset Management LP New York, NY 5/15/2026
ALPHAGEN SECURITIES LLC 11/13/2015
AlphaMark Advisors, LLC 1/21/2025
AlphaOne Investment Services, LLC 8/14/2020
AlphaQ Advisors LLC 5/15/2025
AlphaQuest LLC New York, NY 4/30/2026
ALPHASIMPLEX GROUP, LLC 11/8/2022
AlphaStar Capital Management, LLC Cornelius, NC 4/15/2026
Alphinity Investment Management Pty Ltd Sydney, C3 5/11/2026
ALPINE ASSOCIATES ADVISORS 12/18/2014
ALPINE ASSOCIATES MANAGEMENT INC. Palm Beach, FL 4/21/2026
Alpine Bank Wealth Management Grand Junction, CO 4/21/2026
Alpine Fox Capital LLC Las Vegas, NV 5/14/2026
Alpine Global Management, LLC New York, NY 5/15/2026
Alpine Group USVI, LLC 10/15/2019
Alpine Investment Management Ltd Hong Kong, K3 5/14/2026
Alpine Partners USVI, LLC 2/12/2015
Alpine Peaks Capital, LP New York, NY 5/15/2026
ALPINE WOODS CAPITAL INVESTORS, LLC Purchase, NY 2/18/2026
AlpInvest Partners B.V. Amsterdam, P7 5/8/2026
ALPS ADVISORS INC Denver, CO 5/8/2026
Alta Advisers Ltd London, X0 5/7/2026
ALTA CAPITAL MANAGEMENT LLC/ Salt Lake City, UT 5/8/2026
ALTA FOX CAPITAL MANAGEMENT, LLC Fort Worth, TX 5/15/2026
Alta Fundamental Advisers LLC New York, NY 5/5/2026
Alta Park Capital, LP San Francisco, CA 5/15/2026
Alta Partners Management Company, L.P. Jackson, WY 4/21/2026
Alta Wealth Advisors LLC Woburn, MA 5/4/2026
Altai Capital Management, L.P. Irvine, CA 5/18/2026
Altalis Capital Management LLC 11/14/2018
ALTAROCK PARTNERS LP West Palm Beach, FL 5/15/2026
Altavista Wealth Management, Inc. 2/14/2022
ALTEGRIS ADVISORS, L.L.C. 2/8/2017
Alteri Wealth LLC Westlake Village, CA 5/6/2026
Alterity Financial Group, LLC 1/18/2024
ALTERNA WEALTH MANAGEMENT, INC Houston, TX 4/27/2026
Alternative Investment Advisors, LLC. Maitland, FL 5/15/2026
ALTFEST L J & CO INC New York, NY 4/28/2026
AlTi Global, Inc. New York, NY 5/7/2026
Altimeter Capital Management, LP Menlo Park, CA 5/15/2026
Altiora Financial Group, LLC Lebanon, OH 5/8/2026
Altitude Crest Partners Inc. 2/14/2025
Altium Capital Management LLC New York, NY 5/1/2026
Altium Investment Strategies LLC Wesley Chapel, FL 5/5/2026
Altium Wealth Management LLC 7/22/2022
Altman Advisors, Inc. Chicago, IL 5/5/2026
Altos Ventures Management, Inc. Burlingame, CA 4/30/2026
Altrafin AG Zurich, V8 4/14/2026
AltraVue Capital, LLC Bellevue, WA 5/13/2026
ALTRINSIC GLOBAL ADVISORS LLC Stamford, CT 5/15/2026
Altrius Capital Management Inc New Bern, NC 5/5/2026
Altshuler Shaham Ltd Tel Aviv, L3 5/18/2026
Altura Wealth Advisors Inc. Santa Clara, CA 5/12/2026
Altus Capital Inc. 7/23/2015
Altus Wealth Group LLC Colorado Springs, CO 4/27/2026
Altus Wealth Management, LLC Ft Mitchell, KY 4/21/2026
Alua Capital Management LP New York, NY 5/15/2026
Alvarez & Marsal Private Wealth Partners, LLC West Palm Beach, FL 5/14/2026
ALYDAR PARTNERS LLC 5/15/2015
Alyeska Investment Group, L.P. Chicago, IL 5/15/2026
AM INVESTMENT STRATEGIES LLC Chattanooga, TN 4/29/2026
AM Squared Ltd 11/7/2024
Amadeus Capital Partners LTD 2/9/2021
AMALGAMATED BANK New York, NY 5/8/2026
Amalgamated Financial Corp. 5/16/2022
Amanah Holdings Trust London, X0 4/8/2026
AMANSA CAPITAL PTE. LTD. Raffles City Tower, U0 4/30/2026
AMARA FINANCIAL, LLC. San Francisco, CA 5/7/2026
AMARILLO NATIONAL BANK Amarillo, TX 4/17/2026
AMAZON COM INC Seattle, WA 5/5/2026
Amber Capital Management LP 11/9/2017
Ameliora Wealth Management Ltd. Zurich, V8 4/23/2026
Ameraudi Asset Management, Inc. New York, NY 5/15/2026
America First Investment Advisors, LLC Omaha, NE 5/8/2026
AMERICAFIRST CAPITAL MANAGEMENT, LLC 11/16/2017
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 8/15/2017
American Airlines Group Inc. Fort Worth, TX 5/15/2026
American Alpha Advisors, LLC New York, NY 5/14/2026
AMERICAN ASSET MANAGEMENT INC. Boca Raton, FL 5/7/2026
American Assets Capital Advisers, LLC 11/4/2025
AMERICAN ASSETS INC San Diego, CA 5/11/2026
American Assets Investment Management, LLC San Diego, CA 5/11/2026
American Beacon Advisors, Inc. Irving, TX 5/11/2026
American Capital Advisory, LLC Ketchum, ID 4/29/2026
AMERICAN CAPITAL MANAGEMENT INC New York, NY 5/15/2026
American Capital Mortgage Management, LLC 11/13/2015
AMERICAN CENTURY COMPANIES INC Kansas City, MO 5/15/2026
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10/9/2019
AMERICAN EXPRESS CO New York, NY 5/8/2026
American Family Insurance Mutual Holding Co 5/15/2024
American Family Investments, Inc. Madison, WI 5/14/2026
AMERICAN FAMILY MUTUAL INSURANCE CO 10/24/2014
AMERICAN FINANCIAL & TAX STRATEGIES INC New York, NY 5/5/2026
American Financial Advisors, LLC Marietta, GA 5/13/2026
AMERICAN FINANCIAL GROUP INC Cincinnati, OH 5/13/2026
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN Cincinnati, OH 5/13/2026