Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
International Private Wealth Advisors LLC San Diego, CA 4/21/2026
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 5/15/2026
INTERWEST VENTURE MANAGEMENT CO 10/20/2023
Intesa Sanpaolo S.p.A. Turin, L6 5/15/2026
Intesa Sanpaolo Wealth Management Luxembourg, N4 5/15/2026
InTrack Investment Management Inc South Burlington, VT 4/6/2026
INTREPID CAPITAL MANAGEMENT INC Jacksonville Beach, FL 5/15/2026
INTREPID CAPITAL MANAGEMENT INC /DE/ 11/13/2014
INTREPID FAMILY OFFICE LLC Sarasota, FL 5/15/2026
Intrepid Financial Planning Group LLC Carmel, IN 5/13/2026
Intrinsic Edge Capital Management LLC Chicago, IL 5/18/2026
Intrinsic Value Partners, LLC Phoenix, AZ 4/28/2026
Intrua Financial, LLC Houston, TX 4/23/2026
INTRUST BANK NA Wichita, KS 5/6/2026
Invariant Investment Management Camp Hill, PA 4/13/2026
INVENIO WEALTH PARTNERS LLC Coral Gables, FL 4/14/2026
Invenire Partners, LP 11/14/2022
Invenomic Capital Management LP Boston, MA 5/15/2026
InvenTrust Properties Corp. 11/8/2018
Invera Wealth Advisors, LLC Bend, OR 4/22/2026
INVERNESS COUNSEL LLC /NY/ 10/26/2022
Invesco Ltd. Atlanta, GA 5/12/2026
Invesco Private Capital, Inc. 11/14/2019
INVESCO SENIOR SECURED MANAGEMENT INC /ADV New York, NY 2/13/2026
INVESTED ADVISORS State College, PA 4/29/2026
Investidor Profissional Gestao de Recursos Ltda. Rio De Janeiro, D5 5/11/2026
Investmark Advisory Group LLC Shelton, CT 5/15/2026
Investment Advisory Group, LLC Hanover, MA 4/22/2026
Investment Advisory Services Group LLC Boca Raton, FL 4/28/2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV The Woodlands, TX 4/17/2026
INVESTMENT CENTERS OF AMERICA INC 4/16/2018
INVESTMENT COUNSEL CO OF NEVADA Las Vegas, NV 5/15/2026
Investment Counsel Inc. 4/12/2021
INVESTMENT COUNSELORS OF MARYLAND LLC 7/16/2021
INVESTMENT HOUSE LLC Redondo Beach, CA 4/29/2026
Investment Insight Wealth Management, LLC North Massapequa, NY 4/29/2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV Greenwood Village, CO 5/7/2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV Roanoke, VA 4/28/2026
Investment Management Corp of Ontario Toronto, Z4 5/15/2026
INVESTMENT MANAGEMENT OF VIRGINIA LLC 4/26/2023
Investment Management Trust, LLC Fitchburg, MA 4/24/2026
Investment Partners Asset Management, Inc. Metuchen, NJ 4/7/2026
INVESTMENT PARTNERS, LTD. New Philadelphia, OH 5/5/2026
Investment Planning Advisors, Inc. Cumming, GA 4/23/2026
Investment Research & Advisory Group, Inc. Atlanta, GA 4/20/2026
Investment Research Partners LLC Lemont, PA 4/29/2026
INVESTMENT SECURITY GROUP INC /CO/ /ADV 10/18/2021
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 10/1/2025
Investments & Financial Planning, LLC Lexington, KY 5/11/2026
INVESTOR AB Stockholm, V7 5/15/2026
Investor's Fiduciary Advisor Network, LLC Snoqualmie, WA 5/12/2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV Atlanta, GA 4/27/2026
Investors Capital Advisory Services 8/2/2016
Investors Financial Group, LLC 5/10/2022
Investors Portfolio Services LLC Puyallup, WA 5/14/2026
Investors Research Corp Atlanta, GA 4/3/2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw, R9 5/14/2026
INVESTORS TRUST INC 8/14/2015
InvesTrust Oklahoma City, OK 4/7/2026
Investure, LLC Charlottesville, VA 5/8/2026
Invicta Capital Management, LLC 8/13/2015
INVICTUS PRIVATE WEALTH, LLC Denver, CO 5/13/2026
Invictus RG 11/12/2021
Invictus RG Pte. Ltd. 11/14/2016
Invst, LLC Indianapolis, IN 5/13/2026
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 Herzliya Pituach, L3 5/20/2026
ION Fund Management Ltd Herzliya, L3 5/15/2026
Ionic Capital Management LLC New York, NY 5/15/2026
Iowa State Bank Urbandale, IA 4/15/2026
IPC/NYCG LLC 11/14/2019
IPG Investment Advisors LLC San Diego, CA 5/12/2026
IPL Advisers, LLC 2/14/2018
Ipsen Advisor Group LLC Little Rock, AR 5/29/2026
Ipswich Investment Management Co., Inc. Beverly, MA 4/10/2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd Dublin 2, L2 5/11/2026
Irenic Capital Management LP New York, NY 5/18/2026
IRIDIAN ASSET MANAGEMENT LLC/CT Westport, CT 4/23/2026
IRON Financial LLC Northbrook, IL 4/27/2026
Iron Gate Global Advisors LLC Nsl, UT 5/15/2026
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 5/13/2026
Ironclad Investments LLC Maitland, FL 5/14/2026
IronOak Wealth LLC. 7/14/2025
Ironsides Asset Advisors, LLC Rocky Mount, NC 5/11/2026
Ironsides Partners LLC 11/14/2018
Ironvine Capital Partners, LLC Omaha, NE 5/15/2026
Ironwood Financial, llc Tucson, AZ 4/16/2026
Ironwood Investment Counsel, LLC Scottsdale, AZ 5/7/2026
IRONWOOD INVESTMENT MANAGEMENT LLC Boston, MA 5/15/2026
IRONWOOD WEALTH MANAGEMENT, INC. Hurricane, WV 4/13/2026
Ironwood Wealth Management, LLC. Chandler, AZ 4/23/2026
Irth Capital Management LP New York, NY 5/15/2026
Irving Magee Investment Management 7/12/2017
Isabella Capital Management LLP London, X0 5/15/2026
iSAM Funds (UK) Ltd London, X0 5/13/2026
ISF Management LLC 5/17/2016
Ishara Investments LP Los Angeles, CA 5/15/2026
Islander Capital Partners, L.P. San Francisco, CA 5/15/2026
ISLAY CAPITAL MANAGEMENT, LLC Lubbock, TX 5/14/2026
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 4/29/2026
ISZO CAPITAL LP New York, NY 2/14/2014
ISZO CAPITAL MANAGEMENT LP 2/14/2024
Itau Unibanco Holding S.A. Sao Paulo, D5 5/15/2026
Itau USA Asset Management Inc. 5/12/2016
ITHAKA GROUP LLC Arlington, VA 5/12/2026
ITS Asset Management, L.P. 11/2/2016
IVC Wealth Advisors LLC Silverdale, PA 4/16/2026
IVORY INVESTMENT MANAGEMENT, LLC 11/14/2018
Ivory Union Consulting Ltd Road Town, D8 5/15/2026
IVY LANE CAPITAL MANAGEMENT, LLC Winter Park, FL 5/12/2026
IvyRock Asset Management (HK) Ltd Sheung Wan, K3 5/6/2026
Iyo Bank, Ltd. Matsuyama, M0 5/12/2026
J Arnold Wealth Management Co 1/17/2024
J Digital 6 LLC Chicago, IL 5/14/2026
J HAGAN CAPITAL, INC. Louisville, KY 5/12/2026
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 10/16/2018
J. Derek Lewis & Associates Inc. Newport Beach, CA 5/21/2026
J. Goldman & Co LP New York, NY 5/15/2026
J. H. Whitney Equity Partners VI, LLC New Canaan, CT 5/12/2026
J. L. Bainbridge & Co., Inc. Sarasota, FL 4/22/2026
J. Mark Nickell & Co. Brentwood, TN 5/20/2026
J. R. Prunier Capital Management LLC Holden, MA 6/15/2026
J. Safra Sarasin Holding AG Basel, V8 5/4/2026
J. Stern & Co. LLP London, X0 5/15/2026
J. Team Financial, Inc. Abilene, TX 4/22/2026
J. W. Coons Advisors, LLC 8/5/2025
J.E. Simmons & Co., P.C. Dallas, TX 4/21/2026
J.H. Whitney Capital Partners, LLC 11/2/2016
J.H. Whitney Equity Partners VII, LLC New Canaan, CT 5/7/2026
J.M. Arbour, LLC Gardiner, ME 4/21/2026
J.P. Marvel Investment Advisors, LLC Boston, MA 5/6/2026
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 5/4/2026
J.W. Childs Associates, L.P. 8/2/2016
J.W. COLE ADVISORS, INC. Tampa, FL 4/23/2026
J2 Capital Management Inc Troy, MI 4/21/2026
JABODON PT CO Reno, NV 5/8/2026
Jabre Capital Partners S.A. 2/14/2019
Jackson Brooke LLC Lansing, MI 5/12/2026
Jackson Creek Investment Advisors LLC Castle Rock, CO 5/5/2026
Jackson Financial Management 1/17/2020
JACKSON HILL ADVISORS, LLC Houston, TX 5/8/2026
Jackson Hole Capital Partners, LLC Tulsa, OK 5/8/2026
JACKSON PARK CAPITAL, LLC 2/1/2017
JACKSON SQUARE CAPITAL, LLC San Francisco, CA 4/13/2026
Jackson Square Partners, LLC Larkspur, CA 2/13/2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC Montgomery, AL 4/29/2026
Jackson Wealth Management, LLC Lake Mary, FL 5/11/2026
Jackson, Grant Investment Advisers, Inc. Stamford, CT 5/8/2026
Jacksonville Wealth Management, LLC Jacksonville, FL 4/28/2026
JACOB ASSET MANAGEMENT OF NEW YORK LLC 11/1/2023
Jacobi Capital Management LLC Pittston, PA 5/13/2026
JACOBS & CO/CA San Francisco, CA 4/7/2026
JACOBS ASSET MANAGEMENT, LLC New York, NY 5/15/2026
Jacobs Equity LLC Draper, UT 5/14/2026
JACOBS LEVY EQUITY MANAGEMENT, INC Florham Park, NJ 5/15/2026
Jacobsen Capital Management Salt Lake City, UT 4/24/2026
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 5/13/2026
Jafra Capital Management LP 10/25/2018
JAG CAPITAL MANAGEMENT, LLC St Louis, MO 5/6/2026
Jain Global LLC New York, NY 5/15/2026
James Hambro & Partners LLP London, X0 4/22/2026
JAMES INVESTMENT RESEARCH, INC. Alpha, OH 4/24/2026
James J. Burns & Company, LLC Melville, NY 4/17/2026
James Reed Financial Services, Inc. Cleveland, OH 4/20/2026
JAMISON EATON & WOOD INC /NJ 4/30/2015
JAMISON PRIVATE WEALTH MANAGEMENT, INC. Milton, GA 4/27/2026
JANA PARTNERS LLC 8/14/2023
JANA Partners Management, LP New York, NY 6/30/2026
JANE STREET GROUP, LLC New York, NY 5/12/2026
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 4/22/2026
January Capital Advisors LLC San Francisco, CA 5/20/2026
JANUS CAPITAL MANAGEMENT LLC 5/16/2017
JANUS HENDERSON GROUP PLC London, X0 5/18/2026
Japan Post Holdings Co., Ltd. Tokyo, M0 5/8/2026
Japan Science & Technology Agency Tokyo, M0 5/7/2026
JARISLOWSKY, FRASER Ltd 10/21/2025
JASINKIEWICZ CAPITAL MANAGEMENT, LP 8/14/2015
Jasper Ridge Partners, L.P. Menlo Park, CA 5/11/2026
JAT CAPITAL MANAGEMENT, L.P. 2/16/2016