Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Hutner Daniel Ellsworth 8/11/2016
HWG Holdings LP Houston, TX 7/14/2026
HYA Advisors, Inc 7/13/2022
HYMAN CHARLES D 7/25/2024
Hyperion Asset Management Ltd Royal Exchange, C3 7/10/2026
Hyperion Capital Advisors LP New York, NY 8/13/2026
Hyperion Partners, LLC 10/9/2024
Hyposwiss Advisors SA Geneva, V8 7/21/2026
Hyundai Investments Co., Ltd. Yeongdeungpo Gu, Seoul, M5 8/14/2026
I.G. INVESTMENT MANAGEMENT, LTD. 11/14/2017
I.G.Y. Ltd London, X0 7/29/2026
iA Global Asset Management Inc. Quebec, A8 7/29/2026
IA Venture Partners, LLC 2/14/2022
IA Venture Strategies Fund II, LP New York, NY 2/11/2026
iAB Financial Bank 8/4/2017
IAG Wealth Partners, LLC Waukesha, WI 8/6/2026
IAM Advisory, LLC Easton, PA 7/14/2026
IAMS WEALTH MANAGEMENT, LLC Omaha, NE 7/16/2026
IAT REINSURANCE CO LTD. New York, NY 8/13/2026
IBBOTSON ASSOCIATES INC 2/11/2016
IBERIABANK CORP 7/29/2020
IBEX INVESTORS LLC Denver, CO 8/11/2026
IBEX WEALTH ADVISORS Bedminster, NJ 7/27/2026
IBIS Capital Partners LLP 11/14/2019
IBM Retirement Fund 7/20/2022
ICA Group Wealth Management, LLC 8/8/2024
ICAHN CARL C Sunny Isles Beach, FL 8/14/2026
ICC CAPITAL MANAGEMENT INC/ 5/13/2015
Ice Pond Lane Advisers, LLC 11/14/2019
ICG Advisors, LLC Los Angeles, CA 7/15/2026
ICICI Prudential Asset Management Co Ltd Mumbai, K7 8/6/2026
ICM ASSET MANAGEMENT INC/WA 10/22/2020
ICON ADVISERS INC/CO Greenwood Village, CO 8/13/2026
Icon Wealth Advisors, LLC Houston, TX 8/5/2026
Icon Wealth Partners, LLC 11/14/2023
ICONIQ Capital, LLC San Francisco, CA 8/13/2026
ICW Investment Advisors LLC Scottsdale, AZ 8/5/2026
ID Management A/S 7/14/2016
Idaho Trust Co Boise, ID 8/6/2026
IDG China Capital Fund GP III Associates Ltd. Central Hong Kong, F4 8/7/2026
IDG China Capital Fund III Associates L.P. Central Hong Kong, F4 8/7/2026
IDG China Venture Capital Fund IV Associates L.P. Hong Kong, K3 8/7/2026
IDG China Venture Capital Fund V Associates L.P. Hong Kong, K3 8/7/2026
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 8/7/2026
IDG-Accel China Capital II Associates L.P. Palo Alto, CA 8/7/2026
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 8/11/2026
IES Holdings, Inc. Houston, TX 8/14/2026
IF Advisors, LLC San Antonio, TX 8/13/2026
IFC & Insurance Marketing, Inc. Auburn, CA 7/9/2026
IFC Advisors LLC Los Angeles, CA 8/5/2026
IFC Holdings Incorporated/FL 4/16/2018
IFG Advisors, LLC St. Louis, MO 7/22/2026
IFG Advisory, LLC Atlanta, GA 8/13/2026
IFM Investors Pty Ltd Melbourne, C3 7/21/2026
IFP Advisors, Inc Tampa, FL 7/20/2026
Ifrah Financial Services, Inc. Little Rock, AR 7/21/2026
IFS Advisors, LLC Overland Park, KS 8/10/2026
IFS Group,LLC York, PA 7/23/2026
Ignis Investment Services Ltd 8/15/2014
Ignite Planners, LLC San Clemente, CA 7/23/2026
IGP Investments (G.P.L.P), LP 11/10/2025
Iguana Healthcare Management, LLC 5/15/2018
IHT Wealth Management, LLC Chicago, IL 8/14/2026
III Capital Management Boca Raton, FL 8/14/2026
Ikarian Capital, LLC Dallas, TX 8/14/2026
IKE Capital, LLC New York, NY 8/19/2026
IKOS CIF LTD 11/10/2016
Ilex Capital Partners (UK) LLP London, X0 8/14/2026
Illinois Municipal Retirement Fund Oak Brook, IL 8/12/2026
Illumine Investment Management, LLC Poulsbo, WA 7/29/2026
Ilmarinen Mutual Pension Insurance Co Helsinki, H9 8/13/2026
IMA Advisory Services, Inc. Denver, CO 8/10/2026
IMC-Chicago, LLC Chicago, IL 8/6/2026
IMG Wealth Management, Inc. Jacksonville, FL 8/7/2026
Immaculate Wealth Management LLC Mesa, AZ 8/7/2026
Immersion Capital LLP London, X0 5/15/2026
IMMERSION CORP Aventura, FL 8/14/2026
Impact Asset Management GmbH 8/14/2025
Impact Capital Partners LLC Greenwood Village, CO 7/14/2026
Impact Investors, Inc San Francisco, CA 7/31/2026
Impact Partnership Wealth, LLC Marietta, GA 7/29/2026
IMPACTfolio, LLC Denver, CO 7/22/2026
Impactive Capital LP New York City, NY 8/14/2026
Impala Asset Management LLC Palm Beach, FL 8/17/2026
Impax Asset Management (AIFM) Ltd 8/14/2018
Impax Asset Management Group plc London, X0 8/11/2026
IMPAX ASSET MANAGEMENT LLC 8/14/2018
Impax Asset Management LTD 8/14/2018
Imprint Wealth LLC Mount Pleasant, SC 8/14/2026
IMS Capital Management 11/17/2025
IMZ Advisory Inc Boca Raton, FL 7/7/2026
In-Depth Partners, LLC 11/14/2025
INCA Investments LLC Miami, FL 7/28/2026
Incentive AS Oslo, Q8 2/12/2026
INCEPTIONR LLC Lafayette, CA 8/10/2026
Incision Capital Management LP San Francisco, CA 8/14/2026
Incline Global Management LLC New York, NY 8/14/2026
INCLUSIVE CAPITAL PARTNERS, L.P. 11/13/2025
Income Insurance Ltd Singapore, U0 7/24/2026
INCOME RESEARCH & MANAGEMENT Boston, MA 7/24/2026
Indaba Capital Management, L.P. San Francisco, CA 8/5/2026
Independence Advisors, LLC 11/4/2020
Independence Asset Advisors, LLC Wynnewood,, PA 7/15/2026
Independence Bank of Kentucky Owensboro, KY 7/13/2026
Independence Capital Asset Partners, LLC 2/5/2016
Independence Financial Advisors, LLC Franklin, NH 7/9/2026
Independence Trust CO 2/8/2018
Independence Wealth Advisors, Inc. 2/16/2021
Independence Wealth Advisors, LLC Independence, OH 8/14/2026
Independent Advisor Alliance Charlotte, NC 8/12/2026
Independent Family Office, LLC Albany, NY 8/11/2026
INDEPENDENT FINANCIAL GROUP, LLC San Diego, CA 7/15/2026
Independent Franchise Partners LLP London, X0 8/13/2026
INDEPENDENT INVESTORS INC Nesconset, NY 7/16/2026
Independent Order of Foresters Toronto, A6 8/4/2026
Independent Portfolio Consultants, Inc. 7/6/2017
Independent Solutions Wealth Management, LLC Williamsville, NY 7/29/2026
Independent Wealth Advisors LLC Cary, NC 7/27/2026
Independent Wealth Network Inc. Urbandale, IA 7/20/2026
Index Fund Advisors, Inc. Irvine, CA 8/12/2026
Index Management Solutions, LLC 11/16/2015
Index Technologies Group LLC New York, NY 8/14/2026
Index Venture Associates III Ltd St. Helier, Channel Islands, Y9 8/14/2026
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 8/14/2026
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 8/14/2026
Index Venture Growth Associates IV Ltd St. Helier, Y9 8/14/2026
Index Venture Growth Associates V Ltd St. Helier, Y9 8/14/2026
Index Venture Life Associates VI Ltd St. Helier, Y9 8/14/2026
IndexIQ Advisors LLC 5/6/2022
Indiana Trust & Investment Management Co Mishawaka, IN 7/22/2026
Indices-Pac Research Corp. 11/16/2015
Indie Asset Partners, LLC Carmel, IN 8/7/2026
Indigo Latam Management LLC 11/3/2020
Indigo Partners LLC Phoenix, AZ 8/14/2026
Indivisible Partners Clearwater, FL 8/4/2026
INDUS CAPITAL PARTNERS, LLC New York, NY 8/12/2026
Industrial Alliance Investment Management Inc. Quebec, A8 7/29/2026
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 8/14/2026
Infinity Wealth Counsel, LLC Loveland, OH 7/9/2026
Inflection Point Holdings II LLC New York, NY 8/14/2026
Inflection Point Investments LLP London, X0 1/14/2026
Informed Momentum Co LLC Solana Beach, CA 8/13/2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC New York, NY 8/13/2026
Infusive Asset Management Inc. New York, NY 8/12/2026
ING GROEP NV Amsterdam, P7 8/13/2026
INGALLS & SNYDER LLC New York, NY 8/14/2026
INHERENT GROUP, LP 11/14/2024
Inherent Management Corp. New York, NY 8/14/2026
INKWELL CAPITAL LLC Miami, FL 8/3/2026
Inland Investment Advisors, LLC 10/7/2024
Inlet Private Wealth, LLC Jupiter, FL 8/7/2026
Inlight Wealth Management, LLC Atlanta, GA 7/28/2026
Inman Jager Wealth Management, LLC Hattiesburg, MS 8/7/2026
INNEALTA CAPITAL, LLC Austin, TX 8/4/2026
Innova Wealth Partners Newtown, PA 7/15/2026
Innovative Asset Advisors Group, LLC Shelton, CT 8/5/2026
Innovative Portfolios 6/10/2022
Innovative Wealth Building LLC California, MD 7/23/2026
Innovator Capital Management, LLC Wheaton, IL 8/14/2026
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 8/13/2026
INSIGHT 2811, INC. Chicago, IL 8/11/2026
Insight Advisors, LLC/ PA Newtown, PA 8/5/2026
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 8/14/2026
Insight Inv LLC El Segundo, CA 7/23/2026
Insight Wealth Partners, LLC Plano, TX 8/6/2026
Insight Wealth Strategies, LLC San Ramon, CA 7/10/2026
INSIGNEO ADVISORY SERVICES, LLC Miami, FL 8/14/2026
Inspire Advisors, LLC Meridian, ID 8/13/2026
Inspire Developers LLC 7/27/2022
Inspire Investing, LLC Meridian, ID 8/12/2026
INSPIRE TRUST CO, N.A. Reno, NV 8/5/2026
INSPIRION WEALTH ADVISORS, LLC Libertyville, IL 7/7/2026
Institute for Wealth Management, LLC. Denver, CO 7/28/2026
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 8/14/2026
Institutional Venture Management XVI, LLC 11/14/2025
INSTRUMENTAL WEALTH, LLC Tampa, FL 7/16/2026
Intact Financial Corp 11/12/2021