Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Index Venture Associates III Ltd St. Helier, Channel Islands, Y9 2/13/2026
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 2/13/2026
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 2/13/2026
Index Venture Growth Associates IV Ltd St. Helier, Y9 2/13/2026
Index Venture Growth Associates V Ltd St. Helier, Y9 2/13/2026
Index Venture Life Associates VI Ltd St. Helier, Y9 2/13/2026
IndexIQ Advisors LLC 5/6/2022
Indiana Trust & Investment Management Co Mishawaka, IN 1/21/2026
Indices-Pac Research Corp. 11/16/2015
Indie Asset Partners, LLC Carmel, IN 2/3/2026
Indigo Latam Management LLC 11/3/2020
Indigo Partners LLC Phoenix, AZ 2/17/2026
Indivisible Partners Clearwater, FL 2/3/2026
INDUS CAPITAL PARTNERS, LLC New York, NY 2/17/2026
Industrial Alliance Investment Management Inc. Quebec, A8 2/5/2026
INDUSTRY VENTURES, L.L.C. 10/25/2024
Infini Capital Management Ltd Central, K3 2/13/2026
Infini Master Fund 5/12/2022
INFINITUM ASSET MANAGEMENT, LLC Fort Lauderdale, FL 2/17/2026
Infinity Wealth Counsel, LLC Loveland, OH 4/8/2026
Inflection Point Holdings II LLC New York, NY 2/17/2026
Inflection Point Investments LLP London, X0 1/14/2026
Informed Momentum Co LLC Solana Beach, CA 2/12/2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC New York, NY 2/17/2026
Infusive Asset Management Inc. New York, NY 2/13/2026
ING GROEP NV Amsterdam, P7 2/11/2026
INGALLS & SNYDER LLC New York, NY 2/13/2026
INHERENT GROUP, LP 11/14/2024
Inherent Management Corp. New York, NY 2/17/2026
INKWELL CAPITAL LLC Miami, FL 2/2/2026
Inland Investment Advisors, LLC 10/7/2024
Inlet Private Wealth, LLC Jupiter, FL 1/21/2026
Inlight Wealth Management, LLC Atlanta, GA 1/23/2026
Inman Jager Wealth Management, LLC Hattiesburg, MS 1/26/2026
INNEALTA CAPITAL, LLC Austin, TX 1/30/2026
Innova Wealth Partners Newtown, PA 1/7/2026
Innovative Portfolios 6/10/2022
Innovative Wealth Building LLC California, MD 2/17/2026
Innovator Capital Management, LLC Wheaton, IL 2/17/2026
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 1/29/2026
INSIGHT 2811, INC. Chicago, IL 2/3/2026
Insight Advisors, LLC/ PA Newtown, PA 2/11/2026
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 2/17/2026
Insight Inv LLC El Segundo, CA 2/6/2026
Insight Wealth Partners, LLC Plano, TX 2/17/2026
Insight Wealth Strategies, LLC San Ramon, CA 4/10/2026
INSIGNEO ADVISORY SERVICES, LLC Miami, FL 2/12/2026
Inspire Advisors, LLC Meridian, ID 2/13/2026
Inspire Developers LLC 7/27/2022
Inspire Investing, LLC Meridian, ID 2/17/2026
INSPIRE TRUST CO, N.A. Reno, NV 2/10/2026
INSPIRION WEALTH ADVISORS, LLC Libertyville, IL 4/8/2026
Institute for Wealth Management, LLC. Denver, CO 1/27/2026
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 2/17/2026
Institutional Venture Management XVI, LLC 11/14/2025
INSTRUMENTAL WEALTH, LLC Tampa, FL 2/27/2026
Intact Financial Corp 11/12/2021
INTACT INVESTMENT MANAGEMENT INC. Montreal, A8 2/2/2026
INTECH INVESTMENT MANAGEMENT LLC West Palm Beach, FL 2/10/2026
Integer Wealth Advisors Group LLC 4/12/2021
INTEGRAL DERIVATIVES, LLC 4/19/2018
Integral Health Asset Management, LLC New York, NY 2/17/2026
INTEGRAL INVESTMENT ADVISORS, INC. Turlock, CA 2/6/2026
Integras Partners LLC Alpharetta, GA 1/29/2026
Integrated Advisors Network LLC Dallas, TX 2/17/2026
INTEGRATED CAPITAL MANAGEMENT, INC. Jessup, PA 1/8/2026
Integrated Capital Management, LLC Bloomfield, MI 1/26/2026
Integrated Financial Solutions, Inc. Reston, VA 1/23/2026
Integrated Investment Consultants, LLC Bloomfield Hills, MI 3/3/2026
Integrated Quantitative Investments LLC Bellevue, WA 2/12/2026
Integrated Wealth Concepts LLC Waltham, MA 2/13/2026
INTEGRATED WEALTH COUNSEL, LLC 2/6/2017
Integrated Wealth Management 4/14/2017
Integrated Wealth Management Uniontown, OH 3/3/2026
INTEGRATED WEALTHCARE, LLC Durham, NC 1/23/2026
Integre Asset Management, LLC 2/14/2020
Integris Wealth Management, LLC Monterey, CA 1/21/2026
Integrity Advisory Solutions, LLC Dallas, TX 2/9/2026
Integrity Advisory, LLC 1/24/2023
INTEGRITY ALLIANCE, LLC. Urbandale, IA 2/9/2026
Integrity Capital Management (HK) Ltd 10/7/2022
Integrity Financial Corp /WA Jackson, WY 2/13/2026
Integrity Investment Advisors, LLC Fort Collins, CO 2/13/2026
INTEGRITY WEALTH ADVISORS, INC. Ventura, CA 2/17/2026
Integrity Wealth Solutions LLC Denver, CO 2/2/2026
INTEL CORP Santa Clara, CA 2/13/2026
Intellectus Partners, LLC San Francisco, CA 4/10/2026
Intelligence Driven Advisers, LLC Carlsbad, CA 1/23/2026
Intelligent Financial Strategies Excelsior, MN 1/26/2026
Intellus Advisors LLC Naples, FL 2/6/2026
INTERACTIVE FINANCIAL ADVISORS, INC. New Lenox, IL 2/9/2026
INTERCAPITAL, LLC Austin, TX 2/13/2026
Interchange Capital Partners, LLC Pittsburgh, PA 1/30/2026
Intercontinental Wealth Advisors, LLC 7/21/2023
Intergy Private Wealth, LLC Colorado Springs, CO 1/22/2026
Intermede Investment Partners Ltd London, X0 2/9/2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Orlando, FL 2/3/2026
INTERNATIONAL BIOTECHNOLOGY TRUST PLC 11/14/2023
International City Management Association Retirement Corp Washington, DC 1/27/2026
International Private Wealth Advisors LLC San Diego, CA 1/14/2026
International Value Advisers, LLC 2/12/2021
InterOcean Capital Group, LLC 5/13/2024
InterOcean Capital, LLC 8/13/2020
Intersect Capital LLC 9/2/2022
Interval Partners, LP New York, NY 2/17/2026
INTERWEST VENTURE MANAGEMENT CO 10/20/2023
Intesa Sanpaolo S.p.A. Turin, L6 2/17/2026
Intesa Sanpaolo Wealth Management Luxembourg, N4 2/12/2026
InTrack Investment Management Inc South Burlington, VT 4/6/2026
INTREPID CAPITAL MANAGEMENT INC Jacksonville Beach, FL 2/13/2026
INTREPID CAPITAL MANAGEMENT INC /DE/ 11/13/2014
INTREPID FAMILY OFFICE LLC Sarasota, FL 2/17/2026
Intrepid Financial Planning Group LLC Carmel, IN 2/13/2026
Intrinsic Edge Capital Management LLC Chicago, IL 2/12/2026
Intrinsic Value Partners, LLC Phoenix, AZ 1/21/2026
Intrua Financial, LLC Houston, TX 2/5/2026
INTRUST BANK NA Wichita, KS 2/6/2026
Invariant Investment Management Camp Hill, PA 1/26/2026
INVENIO WEALTH PARTNERS LLC Coral Gables, FL 2/13/2026
Invenire Partners, LP 11/14/2022
Invenomic Capital Management LP Boston, MA 2/17/2026
InvenTrust Properties Corp. 11/8/2018
Invera Wealth Advisors, LLC Bend, OR 1/23/2026
INVERNESS COUNSEL LLC /NY/ 10/26/2022
Invesco Ltd. Atlanta, GA 2/19/2026
Invesco Private Capital, Inc. 11/14/2019
INVESCO SENIOR SECURED MANAGEMENT INC /ADV New York, NY 2/13/2026
INVESCO, LLC Des Plaines, IL 1/20/2026
INVESTED ADVISORS State College, PA 1/26/2026
Investidor Profissional Gestao de Recursos Ltda. Rio De Janeiro, D5 2/5/2026
Investmark Advisory Group LLC Shelton, CT 1/28/2026
Investment Advisory Group, LLC Hanover, MA 1/23/2026
Investment Advisory Services Group LLC Boca Raton, FL 2/4/2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV The Woodlands, TX 1/22/2026
INVESTMENT CENTERS OF AMERICA INC 4/16/2018
INVESTMENT COUNSEL CO OF NEVADA Las Vegas, NV 2/13/2026
Investment Counsel Inc. 4/12/2021
INVESTMENT COUNSELORS OF MARYLAND LLC 7/16/2021
INVESTMENT HOUSE LLC Redondo Beach, CA 2/6/2026
Investment Insight Wealth Management, LLC North Massapequa, NY 2/24/2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV Greenwood Village, CO 2/3/2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV Roanoke, VA 1/29/2026
Investment Management Corp of Ontario Toronto, Z4 2/17/2026
INVESTMENT MANAGEMENT OF VIRGINIA LLC 4/26/2023
Investment Partners Asset Management, Inc. Metuchen, NJ 4/7/2026
INVESTMENT PARTNERS, LTD. New Philadelphia, OH 2/10/2026
Investment Planning Advisors, Inc. Cumming, GA 1/20/2026
Investment Research & Advisory Group, Inc. Atlanta, GA 1/20/2026
Investment Research Partners LLC Lemont, PA 2/12/2026
INVESTMENT SECURITY GROUP INC /CO/ /ADV 10/18/2021
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 10/1/2025
Investments & Financial Planning, LLC Lexington, KY 2/23/2026
INVESTOR AB Stockholm, V7 2/17/2026
Investor's Fiduciary Advisor Network, LLC Snoqualmie, WA 2/12/2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV Atlanta, GA 2/4/2026
Investors Capital Advisory Services 8/2/2016
Investors Financial Group, LLC 5/10/2022
Investors Portfolio Services LLC Puyallup, WA 2/9/2026
Investors Research Corp Atlanta, GA 4/3/2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw, R9 2/11/2026
INVESTORS TRUST INC 8/14/2015
InvesTrust Oklahoma City, OK 4/7/2026
Investure, LLC Charlottesville, VA 2/11/2026
Invicta Capital Management, LLC 8/13/2015
INVICTUS PRIVATE WEALTH, LLC Denver, CO 2/13/2026
Invictus RG 11/12/2021
Invictus RG Pte. Ltd. 11/14/2016
Invst, LLC Indianapolis, IN 2/11/2026
Invus Financial Advisors, LLC 8/14/2024
ION Acquisition Corp GP Ltd. 11/14/2023
Ion Asset Management Ltd. 11/14/2025
ION Crossover Partners Ltd 11/14/2023
ION Fund Management Ltd Herzliya, L3 2/17/2026
Ionic Capital Management LLC New York, NY 2/17/2026
Iowa State Bank Urbandale, IA 1/6/2026
IPC/NYCG LLC 11/14/2019
IPG Investment Advisors LLC San Diego, CA 2/9/2026
IPL Advisers, LLC 2/14/2018
Ipsen Advisor Group LLC Little Rock, AR 2/11/2026
Ipswich Investment Management Co., Inc. Beverly, MA 4/10/2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd Dublin 2, L2 2/12/2026
Irenic Capital Management LP New York, NY 2/17/2026
IRIDIAN ASSET MANAGEMENT LLC/CT Westport, CT 1/23/2026
IRON Financial LLC Northbrook, IL 1/22/2026
Iron Gate Global Advisors LLC Nsl, UT 2/17/2026