Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
IDG Technology Venture Investment III, LLC 11/17/2015
IDG Technology Venture Investment IV, LLC 11/5/2025
IDG-Accel China Capital Associates L.P. 11/14/2016
IDG-Accel China Capital GP II Associates Ltd. Hong Kong, K3 5/1/2026
IDG-Accel China Capital II Associates L.P. Palo Alto, CA 5/1/2026
IDG-Accel China Growth Fund Associates L.P. 11/17/2015
IDG-Accel China Growth Fund III Associates L.P. 11/15/2021
IEQ CAPITAL, LLC Foster City, CA 5/14/2026
IES Holdings, Inc. Houston, TX 5/15/2026
IF Advisors, LLC San Antonio, TX 5/13/2026
IFC & Insurance Marketing, Inc. Auburn, CA 4/16/2026
IFC Advisors LLC Los Angeles, CA 5/4/2026
IFC Holdings Incorporated/FL 4/16/2018
IFG Advisors, LLC St. Louis, MO 4/9/2026
IFG Advisory, LLC Atlanta, GA 5/12/2026
IFM Investors Pty Ltd Melbourne, C3 4/23/2026
IFP Advisors, Inc Tampa, FL 4/13/2026
Ifrah Financial Services, Inc. Little Rock, AR 4/22/2026
IFS Advisors, LLC Overland Park, KS 4/6/2026
IFS Group,LLC York, PA 5/18/2026
Ignis Investment Services Ltd 8/15/2014
Ignite Planners, LLC San Clemente, CA 4/17/2026
IGP Investments (G.P.L.P), LP 11/10/2025
Iguana Healthcare Management, LLC 5/15/2018
IHT Wealth Management, LLC Chicago, IL 5/15/2026
III Capital Management Boca Raton, FL 5/15/2026
Ikarian Capital, LLC Dallas, TX 5/15/2026
IKOS CIF LTD 11/10/2016
Ilex Capital Partners (UK) LLP London, X0 5/15/2026
Illinois Municipal Retirement Fund Oak Brook, IL 5/5/2026
Illumine Investment Management, LLC Poulsbo, WA 5/4/2026
Ilmarinen Mutual Pension Insurance Co Helsinki, H9 5/12/2026
IMA Advisory Services, Inc. Denver, CO 5/6/2026
IMC-Chicago, LLC Chicago, IL 5/5/2026
IMG Wealth Management, Inc. Jacksonville, FL 5/15/2026
Immaculate Wealth Management LLC Mesa, AZ 5/29/2026
Immersion Capital LLP London, X0 5/15/2026
IMMERSION CORP Aventura, FL 5/15/2026
Impact Asset Management GmbH 8/14/2025
Impact Capital Partners LLC Greenwood Village, CO 4/10/2026
Impact Investors, Inc San Francisco, CA 4/29/2026
Impact Partnership Wealth, LLC Marietta, GA 4/23/2026
IMPACTfolio, LLC Denver, CO 4/30/2026
Impactive Capital LP New York City, NY 5/15/2026
Impala Asset Management LLC Palm Beach, FL 5/13/2026
Impax Asset Management (AIFM) Ltd 8/14/2018
Impax Asset Management Group plc London, X0 5/12/2026
IMPAX ASSET MANAGEMENT LLC 8/14/2018
Impax Asset Management LTD 8/14/2018
Imprint Wealth LLC Mount Pleasant, SC 5/15/2026
IMS Capital Management 11/17/2025
IMZ Advisory Inc Boca Raton, FL 4/8/2026
In-Depth Partners, LLC 11/14/2025
INCA Investments LLC Miami, FL 4/30/2026
Incentive AS Oslo, Q8 2/12/2026
INCEPTIONR LLC Lafayette, CA 5/14/2026
Incision Capital Management LP San Francisco, CA 5/15/2026
Incline Global Management LLC New York, NY 5/15/2026
INCLUSIVE CAPITAL PARTNERS, L.P. 11/13/2025
Income Insurance Ltd Singapore, U0 5/11/2026
INCOME RESEARCH & MANAGEMENT Boston, MA 4/17/2026
Indaba Capital Management, L.P. San Francisco, CA 5/15/2026
Independence Advisors, LLC 11/4/2020
Independence Asset Advisors, LLC Wynnewood,, PA 4/22/2026
Independence Bank of Kentucky Owensboro, KY 4/30/2026
Independence Capital Asset Partners, LLC 2/5/2016
Independence Financial Advisors, LLC Franklin, NH 4/15/2026
Independence Trust CO 2/8/2018
Independence Wealth Advisors, Inc. 2/16/2021
Independence Wealth Advisors, LLC Independence, OH 4/20/2026
Independent Advisor Alliance Charlotte, NC 5/12/2026
Independent Family Office, LLC Albany, NY 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC San Diego, CA 6/15/2026
Independent Franchise Partners LLP London, X0 5/14/2026
INDEPENDENT INVESTORS INC Nesconset, NY 4/17/2026
Independent Order of Foresters Toronto, A6 5/6/2026
Independent Portfolio Consultants, Inc. 7/6/2017
Independent Solutions Wealth Management, LLC Williamsville, NY 4/27/2026
Independent Wealth Advisors LLC Cary, NC 5/22/2026
Independent Wealth Network Inc. Urbandale, IA 4/20/2026
Index Fund Advisors, Inc. Irvine, CA 5/12/2026
Index Management Solutions, LLC 11/16/2015
Index Technologies Group LLC New York, NY 4/29/2026
Index Venture Associates III Ltd St. Helier, Channel Islands, Y9 5/15/2026
Index Venture Associates IV Ltd 11/5/2020
Index Venture Associates V Ltd 11/14/2022
Index Venture Associates VI Ltd St. Helier, Channel Islands, Y9 5/15/2026
Index Venture Growth Associates I Ltd 2/14/2024
Index Venture Growth Associates II Ltd 11/5/2020
Index Venture Growth Associates III Ltd St. Helier, Channel Islands, Y9 5/15/2026
Index Venture Growth Associates IV Ltd St. Helier, Y9 5/15/2026
Index Venture Growth Associates V Ltd St. Helier, Y9 5/15/2026
Index Venture Life Associates VI Ltd St. Helier, Y9 5/15/2026
IndexIQ Advisors LLC 5/6/2022
Indiana Trust & Investment Management Co Mishawaka, IN 4/28/2026
Indices-Pac Research Corp. 11/16/2015
Indie Asset Partners, LLC Carmel, IN 5/8/2026
Indigo Latam Management LLC 11/3/2020
Indigo Partners LLC Phoenix, AZ 5/15/2026
Indivisible Partners Clearwater, FL 4/30/2026
INDUS CAPITAL PARTNERS, LLC New York, NY 5/13/2026
Industrial Alliance Investment Management Inc. Quebec, A8 4/23/2026
INDUSTRY VENTURES, L.L.C. 10/25/2024
Infini Capital Management Ltd Central, K3 5/12/2026
Infini Master Fund 5/12/2022
INFINITUM ASSET MANAGEMENT, LLC Fort Lauderdale, FL 5/15/2026
Infinity Wealth Counsel, LLC Loveland, OH 4/8/2026
Inflection Point Holdings II LLC New York, NY 5/15/2026
Inflection Point Investments LLP London, X0 1/14/2026
Informed Momentum Co LLC Solana Beach, CA 5/13/2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC New York, NY 5/15/2026
Infusive Asset Management Inc. New York, NY 5/14/2026
ING GROEP NV Amsterdam, P7 5/11/2026
INGALLS & SNYDER LLC New York, NY 5/13/2026
INHERENT GROUP, LP 11/14/2024
Inherent Management Corp. New York, NY 5/14/2026
INKWELL CAPITAL LLC Miami, FL 5/15/2026
Inland Investment Advisors, LLC 10/7/2024
Inlet Private Wealth, LLC Jupiter, FL 5/13/2026
Inlight Wealth Management, LLC Atlanta, GA 5/4/2026
Inman Jager Wealth Management, LLC Hattiesburg, MS 4/23/2026
INNEALTA CAPITAL, LLC Austin, TX 5/4/2026
Innova Wealth Partners Newtown, PA 4/24/2026
Innovative Asset Advisors Group, LLC Shelton, CT 5/12/2026
Innovative Portfolios 6/10/2022
Innovative Wealth Building LLC California, MD 5/1/2026
Innovator Capital Management, LLC Wheaton, IL 5/15/2026
INNOVIS ASSET MANAGEMENT LLC 11/9/2023
Innovius Capital Management, LLC 11/14/2024
INR ADVISORY SERVICES LLC 4/22/2019
Inscription Capital, LLC Houston, TX 4/20/2026
INSIGHT 2811, INC. Chicago, IL 5/7/2026
Insight Advisors, LLC/ PA Newtown, PA 5/11/2026
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 11/15/2017
INSIGHT EQUITY MANAGEMENT Co LLC 2/8/2016
Insight Folios Inc 10/24/2024
Insight Holdings Group, LLC New York, NY 5/15/2026
Insight Inv LLC El Segundo, CA 4/27/2026
Insight Wealth Partners, LLC Plano, TX 5/13/2026
Insight Wealth Strategies, LLC San Ramon, CA 4/10/2026
INSIGNEO ADVISORY SERVICES, LLC Miami, FL 5/12/2026
Inspire Advisors, LLC Meridian, ID 5/15/2026
Inspire Developers LLC 7/27/2022
Inspire Investing, LLC Meridian, ID 5/13/2026
INSPIRE TRUST CO, N.A. Reno, NV 5/11/2026
INSPIRION WEALTH ADVISORS, LLC Libertyville, IL 4/8/2026
Institute for Wealth Management, LLC. Denver, CO 5/13/2026
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 7/5/2024
INSTITUTIONAL CAPITAL LLC 2/2/2017
Institutional Venture Management XII, LLC 11/14/2016
Institutional Venture Management XIII, LLC 11/9/2023
Institutional Venture Management XIV, LLC 11/9/2023
Institutional Venture Management XV, LLC Menlo Park, CA 5/15/2026
Institutional Venture Management XVI, LLC 11/14/2025
INSTRUMENTAL WEALTH, LLC Tampa, FL 4/21/2026
Intact Financial Corp 11/12/2021
INTACT INVESTMENT MANAGEMENT INC. Montreal, A8 5/8/2026
INTECH INVESTMENT MANAGEMENT LLC West Palm Beach, FL 5/8/2026
Integer Wealth Advisors Group LLC 4/12/2021
INTEGRAL DERIVATIVES, LLC 4/19/2018
Integral Health Asset Management, LLC New York, NY 5/15/2026
INTEGRAL INVESTMENT ADVISORS, INC. Turlock, CA 4/28/2026
Integras Partners LLC Alpharetta, GA 5/12/2026
Integrated Advisors Network LLC Dallas, TX 4/28/2026
INTEGRATED CAPITAL MANAGEMENT, INC. Jessup, PA 5/7/2026
Integrated Capital Management, LLC Bloomfield, MI 4/17/2026
Integrated Financial Solutions, Inc. Reston, VA 4/10/2026
Integrated Investment Consultants, LLC Bloomfield Hills, MI 6/1/2026
Integrated Quantitative Investments LLC Bellevue, WA 5/13/2026
Integrated Wealth Concepts LLC Waltham, MA 5/15/2026
INTEGRATED WEALTH COUNSEL, LLC 2/6/2017
Integrated Wealth Management 4/14/2017
Integrated Wealth Management Uniontown, OH 4/22/2026
INTEGRATED WEALTHCARE, LLC Durham, NC 5/8/2026
Integre Asset Management, LLC 2/14/2020
Integris Wealth Management, LLC Monterey, CA 4/10/2026
Integrity Advisory Solutions, LLC Dallas, TX 5/11/2026
Integrity Advisory, LLC 1/24/2023
INTEGRITY ALLIANCE, LLC. Urbandale, IA 5/11/2026
Integrity Capital Management (HK) Ltd 10/7/2022
Integrity Financial Corp /WA Jackson, WY 5/14/2026
Integrity Investment Advisors, LLC Fort Collins, CO 4/29/2026
INTEGRITY WEALTH ADVISORS, INC. Ventura, CA 5/14/2026
Integrity Wealth Partners, LLC Walnut Creek, CA 4/27/2026
Integrity Wealth Solutions LLC Denver, CO 5/4/2026
INTEL CORP Santa Clara, CA 5/11/2026
Intellectus Partners, LLC San Francisco, CA 4/10/2026
Intelligence Driven Advisers, LLC Carlsbad, CA 5/15/2026
Intelligent Financial Strategies Excelsior, MN 4/28/2026
Intellus Advisors LLC Naples, FL 5/7/2026
Intentional Wealth Strategies, LLC Colorado Springs, CO 5/5/2026
INTERACTIVE FINANCIAL ADVISORS, INC. New Lenox, IL 4/28/2026
INTERCAPITAL, LLC Austin, TX 5/15/2026
Interchange Capital Partners, LLC Pittsburgh, PA 4/23/2026
Intercontinental Wealth Advisors, LLC 7/21/2023
Intergy Private Wealth, LLC Colorado Springs, CO 4/16/2026
Intermede Investment Partners Ltd London, X0 5/15/2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Orlando, FL 5/1/2026
INTERNATIONAL BIOTECHNOLOGY TRUST PLC 11/14/2023
International City Management Association Retirement Corp Washington, DC 5/11/2026