Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Iron Horse Wealth Management, LLC 7/22/2025
Iron Park Capital Partners, LP 11/14/2023
Iron Triangle Partners LP Cos Cob, CT 2/17/2026
IRONBRIDGE CAPITAL MANAGEMENT LP 5/10/2017
IronBridge Private Wealth, LLC Austin, TX 2/23/2026
Ironclad Investments LLC Maitland, FL 2/18/2026
IronOak Wealth LLC. 7/14/2025
Ironsides Asset Advisors, LLC Rocky Mount, NC 2/12/2026
Ironsides Partners LLC 11/14/2018
Ironvine Capital Partners, LLC Omaha, NE 2/13/2026
Ironwood Financial, llc Tucson, AZ 1/15/2026
Ironwood Investment Counsel, LLC Scottsdale, AZ 2/6/2026
IRONWOOD INVESTMENT MANAGEMENT LLC Boston, MA 2/12/2026
IRONWOOD WEALTH MANAGEMENT, INC. Hurricane, WV 1/14/2026
Ironwood Wealth Management, LLC. Chandler, AZ 2/2/2026
Irth Capital Management LP New York, NY 2/17/2026
Irving Magee Investment Management 7/12/2017
iSAM Funds (UK) Ltd London, X0 2/17/2026
ISF Management LLC 5/17/2016
Ishara Investments LP Los Angeles, CA 2/17/2026
Islander Capital Partners, L.P. San Francisco, CA 2/13/2026
ISLAY CAPITAL MANAGEMENT, LLC Lubbock, TX 2/17/2026
Islet Management, LP 11/14/2023
Isomer Partners LP 2/3/2025
Israel Discount Bank of New York New York, NY 4/6/2026
ISTHMUS PARTNERS, LLC Madison, WI 2/5/2026
ISZO CAPITAL LP New York, NY 2/14/2014
ISZO CAPITAL MANAGEMENT LP 2/14/2024
Itau Unibanco Holding S.A. Sao Paulo, D5 2/13/2026
Itau USA Asset Management Inc. 5/12/2016
ITHAKA GROUP LLC Arlington, VA 2/10/2026
ITS Asset Management, L.P. 11/2/2016
IVC Wealth Advisors LLC Silverdale, PA 1/16/2026
IVORY INVESTMENT MANAGEMENT, LLC 11/14/2018
IVY LANE CAPITAL MANAGEMENT, LLC Winter Park, FL 2/17/2026
IvyRock Asset Management (HK) Ltd Sheung Wan, K3 2/11/2026
Iyo Bank, Ltd. Matsuyama, M0 2/13/2026
J Arnold Wealth Management Co 1/17/2024
J Digital 6 LLC Chicago, IL 2/17/2026
J HAGAN CAPITAL, INC. Louisville, KY 2/17/2026
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 10/16/2018
J. Derek Lewis & Associates Inc. Newport Beach, CA 3/23/2026
J. Goldman & Co LP New York, NY 2/17/2026
J. H. Whitney Equity Partners VI, LLC New Canaan, CT 2/13/2026
J. L. Bainbridge & Co., Inc. Sarasota, FL 1/14/2026
J. Mark Nickell & Co. Brentwood, TN 2/13/2026
J. Safra Sarasin Holding AG Basel, V8 1/15/2026
J. Stern & Co. LLP London, X0 2/24/2026
J. Team Financial, Inc. Abilene, TX 1/29/2026
J. W. Coons Advisors, LLC 8/5/2025
J.E. Simmons & Co., P.C. Dallas, TX 2/13/2026
J.H. Whitney Capital Partners, LLC 11/2/2016
J.H. Whitney Equity Partners VII, LLC New Canaan, CT 2/11/2026
J.M. Arbour, LLC Gardiner, ME 1/26/2026
J.P. Marvel Investment Advisors, LLC Boston, MA 1/29/2026
J.P. Morgan Private Wealth Advisors LLC 11/8/2023
J.P. Turner & Co Capital Mnagement, LLC 11/13/2015
J.Safra Asset Management Corp New York, NY 2/11/2026
J.W. Childs Associates, L.P. 8/2/2016
J.W. COLE ADVISORS, INC. Tampa, FL 2/11/2026
J2 Capital Management Inc Troy, MI 1/20/2026
JABODON PT CO Reno, NV 2/11/2026
Jabre Capital Partners S.A. 2/14/2019
Jackson Creek Investment Advisors LLC Castle Rock, CO 2/9/2026
Jackson Financial Management 1/17/2020
JACKSON HILL ADVISORS, LLC Houston, TX 2/10/2026
Jackson Hole Capital Partners, LLC Tulsa, OK 1/30/2026
JACKSON PARK CAPITAL, LLC 2/1/2017
JACKSON SQUARE CAPITAL, LLC San Francisco, CA 1/21/2026
Jackson Square Partners, LLC Larkspur, CA 2/13/2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC Montgomery, AL 1/22/2026
Jackson Wealth Management, LLC Lake Mary, FL 1/20/2026
Jackson, Grant Investment Advisers, Inc. Stamford, CT 1/27/2026
Jacksonville Wealth Management, LLC Jacksonville, FL 2/4/2026
JACOB ASSET MANAGEMENT OF NEW YORK LLC 11/1/2023
Jacobi Capital Management LLC Pittston, PA 2/13/2026
JACOBS & CO/CA San Francisco, CA 4/7/2026
JACOBS ASSET MANAGEMENT, LLC New York, NY 2/13/2026
Jacobs Equity LLC Draper, UT 2/19/2026
JACOBS LEVY EQUITY MANAGEMENT, INC Florham Park, NJ 2/13/2026
Jacobsen Capital Management Salt Lake City, UT 1/26/2026
JACOBSON & SCHMITT ADVISORS, LLC Middleton, WI 4/10/2026
Jacobus Wealth Management, Inc. 10/31/2017
Jade Capital Advisors, LLC 10/21/2024
Jaffetilchin Investment Partners, LLC Tampa, FL 1/15/2026
Jafra Capital Management LP 10/25/2018
JAG CAPITAL MANAGEMENT, LLC St Louis, MO 2/6/2026
Jain Global LLC New York, NY 2/17/2026
James Hambro & Partners LLP London, X0 1/15/2026
JAMES INVESTMENT RESEARCH, INC. Alpha, OH 1/29/2026
James J. Burns & Company, LLC Melville, NY 1/23/2026
James Reed Financial Services, Inc. Cleveland, OH 1/14/2026
JAMISON EATON & WOOD INC /NJ 4/30/2015
JAMISON PRIVATE WEALTH MANAGEMENT, INC. Milton, GA 1/15/2026
JANA PARTNERS LLC 8/14/2023
JANA Partners Management, LP New York, NY 2/17/2026
JANE STREET GROUP, LLC New York, NY 2/12/2026
Jane Street Holding, LLC 11/14/2014
JANICZEK WEALTH MANAGEMENT, LLC 7/25/2024
Janney Capital Management LLC Pittsburgh, PA 2/11/2026
Janney Montgomery Scott LLC Philadelphia, PA 2/11/2026
January Capital Advisors LLC 8/5/2022
JANUS CAPITAL MANAGEMENT LLC 5/16/2017
JANUS HENDERSON GROUP PLC London, X0 2/17/2026
Japan Post Holdings Co., Ltd. Tokyo, M0 1/27/2026
Japan Science & Technology Agency Tokyo, M0 2/6/2026
JARISLOWSKY, FRASER Ltd 10/21/2025
JASINKIEWICZ CAPITAL MANAGEMENT, LP 8/14/2015
Jasper Ridge Partners, L.P. Menlo Park, CA 2/12/2026
JAT CAPITAL MANAGEMENT, L.P. 2/16/2016
JAT Capital Mgmt LP Greenwich, CT 2/17/2026
JAYHAWK CAPITAL MANAGEMENT, L.L.C. 2/13/2020
JB Capital LLC Wethersfield, CT 1/20/2026
JB CAPITAL PARTNERS LP Armonk, NY 2/13/2026
JB Investments Management, LLC 5/6/2024
JBF Capital, Inc. Aspen, CO 2/12/2026
JBGlobal.com LLC New York, NY 4/7/2026
JBJ Investment Partners, LLC 2/8/2022
JBR Co Financial Management Inc Ardmore, OK 4/8/2026
JCF III AIV I GP Ltd. 11/5/2018
JCIC Asset Management Inc. Toronto, A6 1/22/2026
JCP Investment Management, LLC Houston, TX 2/18/2026
JCSD Capital, LLC Walnut Creek, CA 2/5/2026
JD CAPITAL MANAGEMENT LLC 10/28/2021
JD Financial Services Inc. 2/11/2022
JDC-JSC L.P. 11/3/2020
JDH Wealth Management, LLC Santa Rosa, CA 1/5/2026
JDM Financial Group LLC Austin, TX 2/2/2026
Jeereddi Investments, LP 2/14/2023
Jefferies Capital Partners LLC 10/22/2014
Jefferies Financial Group Inc. New York, NY 2/9/2026
Jefferies Group LLC 9/21/2023
Jefferson Bridge Capital, LLC Nashville, TN 1/21/2026
Jeneq Management LP 2/9/2023
Jenkins Wealth 1/11/2023
JENNISON ASSOCIATES LLC New York, NY 1/30/2026
JENSEN INVESTMENT MANAGEMENT INC Lake Oswego, OR 2/11/2026
Jentner Corp 7/16/2025
JEPPSON WEALTH MANAGEMENT, LLC Manhattan Beach, CA 1/27/2026
Jericho Capital Asset Management L.P. New York, NY 2/17/2026
JERICHO FINANCIAL, LLP Westerville, OH 1/21/2026
Jessup Wealth Management, Inc Dayton, OH 2/11/2026
JET CAPITAL INVESTORS L P 11/14/2024
Jetstream Capital LLC 11/14/2024
JFB Holdings Corp 2/10/2017
JFG Wealth Management, LLC 10/31/2025
JFS WEALTH ADVISORS, LLC Hermitage, PA 1/14/2026
JGE Capital Management LLC 11/18/2014
JGP Global Gestao de Recursos Ltda. Rio De Janeiro, D5 1/26/2026
JGP Wealth Management, LLC Bend, OR 4/8/2026
JHL Capital Group LLC 11/14/2023
JIM SAULNIER & ASSOCIATES, LLC Fort Collins, CO 1/29/2026
JLB & ASSOCIATES INC Plymouth, MI 2/3/2026
JLP Asset Management, LLC 5/15/2024
JM2 Capital Inc. Edmond, OK 1/23/2026
JMAC ENTERPRISES LLC Newtown, PA 1/21/2026
JMG Financial Group, Ltd. Downers Grove, IL 2/10/2026
JNBA Financial Advisors Bloomington, MN 1/26/2026
JNE Partners LLP London, X0 2/17/2026
Joel Adams & Associates, Inc. Asheville, NC 1/27/2026
Joel Isaacson & Co., LLC New York, NY 1/30/2026
Johanson Financial Advisors, Inc. 1/19/2022
John & Kathleen Schreiber Foundation Lake Forest, IL 2/13/2026
John A. Wolfe & Associates, Inc. Portage, MI 3/16/2026
JOHN G ULLMAN & ASSOCIATES INC Corning, NY 2/5/2026
John S. & James L. Knight Foundation, Inc. Miami, FL 1/23/2026
John W. Brooker & Co., CPAs Oakland, CA 1/13/2026
Johns Hopkins University Baltimore, MD 2/17/2026
Johns Hopkins University Retiree Medical Benefits Trust 11/12/2019
Johns Hopkins University Support Staff Pension Plan Trust 11/12/2019
JOHNSON & JOHNSON New Brunswick, NJ 3/18/2026
Johnson & Johnson Innovation - JJDC, Inc. 8/3/2021
Johnson & White Wealth Management, LLC York, PA 2/5/2026
Johnson Bixby & Associates, LLC Vancouver, WA 1/14/2026
Johnson Financial Group, Inc. Racine, WI 2/12/2026
Johnson Financial Group, LLC Denver, CO 2/10/2026
JOHNSON INVESTMENT COUNSEL INC Cincinnati, OH 2/13/2026
Johnson Midwest Financial, LLC 11/7/2023
Johnson Wealth Management, LLC Grand Forks, ND 2/11/2026
JOHO CAPITAL LLC New York, NY 2/17/2026
Jolley Asset Management, LLC 4/15/2020
JONES FINANCIAL COMPANIES LLLP Des Peres, MO 2/17/2026
Jones Kertz & Associates, Inc. Blaine, MN 1/27/2026
JONES ROAD CAPITAL MANAGEMENT, L.P. New York, NY 2/13/2026
Jordan Park Group LLC San Francisco, CA 2/10/2026
Jordan Park Trust Co LLC Portsmouth, NH 2/3/2026
Joseph Group Capital Management Columbus, OH 1/30/2026
Joseph P. Lucia & Associates, LLC Yorktown Heights, NY 1/28/2026
Joseph R. Weiss, LLC 11/13/2019
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Edina, MN 2/20/2026
Joshua Nash II LLC New York, NY 2/14/2014
Joule Financial, LLC Lexington, KY 1/20/2026
Journey Advisory Group, LLC Covington, KY 1/27/2026
Journey Beyond Wealth, LLC Roswell, GA 1/23/2026
JOURNEY STRATEGIC WEALTH LLC Summit, NJ 2/13/2026
JOYN Advisors, Inc. 4/30/2020
JP Wealth Management, Inc. Mt. Pleasant, SC 1/15/2026
JPL Wealth Management, LLC Greenwood Village, CO 2/12/2026
JPMORGAN CHASE & CO New York, NY 2/11/2026
JRM Investment Counsel, LLC Omaha, NE 2/12/2026