Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
INTACT INVESTMENT MANAGEMENT INC. Montreal, A8 7/20/2026
INTECH INVESTMENT MANAGEMENT LLC West Palm Beach, FL 8/10/2026
Integer Wealth Advisors Group LLC 4/12/2021
INTEGRAL DERIVATIVES, LLC 4/19/2018
Integral Health Asset Management, LLC New York, NY 8/14/2026
INTEGRAL INVESTMENT ADVISORS, INC. Turlock, CA 7/7/2026
Integras Partners LLC Alpharetta, GA 7/24/2026
Integrated Advisors Network LLC Dallas, TX 8/11/2026
INTEGRATED CAPITAL MANAGEMENT, INC. Jessup, PA 7/7/2026
Integrated Capital Management, LLC Bloomfield, MI 7/31/2026
Integrated Financial Solutions, Inc. Reston, VA 7/16/2026
Integrated Investment Consultants, LLC Bloomfield Hills, MI 8/17/2026
Integrated Quantitative Investments LLC Bellevue, WA 8/14/2026
Integrated Wealth Concepts LLC Waltham, MA 8/12/2026
INTEGRATED WEALTH COUNSEL, LLC 2/6/2017
Integrated Wealth Management 4/14/2017
Integrated Wealth Management Uniontown, OH 8/10/2026
INTEGRATED WEALTHCARE, LLC Durham, NC 7/24/2026
Integre Asset Management, LLC 2/14/2020
Integris Wealth Management, LLC Monterey, CA 7/10/2026
Integrity Advisory Solutions, LLC Dallas, TX 7/31/2026
Integrity Advisory, LLC 1/24/2023
INTEGRITY ALLIANCE, LLC. Urbandale, IA 7/31/2026
Integrity Capital Management (HK) Ltd 10/7/2022
Integrity Financial Corp /WA Jackson, WY 7/31/2026
Integrity Investment Advisors, LLC Fort Collins, CO 7/21/2026
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 7/30/2026
INTEL CORP Santa Clara, CA 8/14/2026
Intellectus Partners, LLC San Francisco, CA 8/12/2026
Intelligence Driven Advisers, LLC Carlsbad, CA 8/6/2026
Intelligent Financial Strategies Excelsior, MN 7/23/2026
Intellus Advisors LLC Naples, FL 8/12/2026
Intentional Wealth Strategies, LLC Colorado Springs, CO 7/28/2026
INTERACTIVE FINANCIAL ADVISORS, INC. New Lenox, IL 7/31/2026
INTERCAPITAL, LLC Austin, TX 8/14/2026
Interchange Capital Partners, LLC Pittsburgh, PA 7/20/2026
Intercontinental Wealth Advisors, LLC 7/21/2023
Intergy Private Wealth, LLC Colorado Springs, CO 7/17/2026
Intermede Investment Partners Ltd London, X0 8/14/2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Orlando, FL 7/22/2026
INTERNATIONAL BIOTECHNOLOGY TRUST PLC 11/14/2023
International City Management Association Retirement Corp Washington, DC 8/5/2026
International Private Wealth Advisors LLC San Diego, CA 8/7/2026
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 8/14/2026
INTERWEST VENTURE MANAGEMENT CO 10/20/2023
Intesa Sanpaolo S.p.A. Turin, L6 7/31/2026
Intesa Sanpaolo Wealth Management Luxembourg, N4 7/23/2026
InTrack Investment Management Inc South Burlington, VT 7/17/2026
INTREPID CAPITAL MANAGEMENT INC Jacksonville Beach, FL 8/12/2026
INTREPID CAPITAL MANAGEMENT INC /DE/ 11/13/2014
INTREPID FAMILY OFFICE LLC Sarasota, FL 8/14/2026
Intrepid Financial Planning Group LLC Carmel, IN 8/12/2026
Intrinsic Edge Capital Management LLC Chicago, IL 8/12/2026
Intrinsic Value Partners, LLC Phoenix, AZ 7/14/2026
Intrua Financial, LLC Houston, TX 7/24/2026
INTRUST BANK NA Wichita, KS 8/5/2026
Invariant Investment Management Camp Hill, PA 7/8/2026
INVENIO WEALTH PARTNERS LLC Coral Gables, FL 7/30/2026
Invenire Partners, LP 11/14/2022
Invenomic Capital Management LP Boston, MA 8/14/2026
InvenTrust Properties Corp. 11/8/2018
Invera Wealth Advisors, LLC Bend, OR 7/29/2026
INVERNESS COUNSEL LLC /NY/ 10/26/2022
Invesco Ltd. Atlanta, GA 8/14/2026
Invesco Private Capital, Inc. 11/14/2019
INVESCO SENIOR SECURED MANAGEMENT INC /ADV New York, NY 2/13/2026
INVESTED ADVISORS State College, PA 8/4/2026
Investidor Profissional Gestao de Recursos Ltda. Rio De Janeiro, D5 8/10/2026
Investmark Advisory Group LLC Shelton, CT 8/7/2026
Investment Advisory Group, LLC Hanover, MA 8/6/2026
Investment Advisory Services Group LLC Boca Raton, FL 7/29/2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV The Woodlands, TX 7/14/2026
INVESTMENT CENTERS OF AMERICA INC 4/16/2018
INVESTMENT COUNSEL CO OF NEVADA Las Vegas, NV 8/10/2026
Investment Counsel Inc. 4/12/2021
INVESTMENT COUNSELORS OF MARYLAND LLC 7/16/2021
INVESTMENT HOUSE LLC Redondo Beach, CA 7/31/2026
Investment Insight Wealth Management, LLC North Massapequa, NY 7/27/2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV Greenwood Village, CO 8/3/2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV Roanoke, VA 7/22/2026
Investment Management Corp of Ontario Toronto, Z4 8/14/2026
INVESTMENT MANAGEMENT OF VIRGINIA LLC 4/26/2023
Investment Management Trust, LLC Fitchburg, MA 8/11/2026
Investment Partners Asset Management, Inc. Metuchen, NJ 7/24/2026
INVESTMENT PARTNERS, LTD. New Philadelphia, OH 8/4/2026
Investment Planning Advisors, Inc. Cumming, GA 7/23/2026
Investment Research & Advisory Group, Inc. Atlanta, GA 7/23/2026
Investment Research Partners LLC Lemont, PA 8/4/2026
INVESTMENT SECURITY GROUP INC /CO/ /ADV 10/18/2021
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 10/1/2025
Investments & Financial Planning, LLC Lexington, KY 8/12/2026
INVESTOR AB Stockholm, V7 8/14/2026
Investor's Fiduciary Advisor Network, LLC Snoqualmie, WA 8/13/2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV Atlanta, GA 7/22/2026
Investors Capital Advisory Services 8/2/2016
Investors Financial Group, LLC 5/10/2022
Investors Portfolio Services LLC Puyallup, WA 8/14/2026
Investors Research Corp Atlanta, GA 7/10/2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw, R9 7/21/2026
INVESTORS TRUST INC 8/14/2015
InvesTrust Oklahoma City, OK 7/14/2026
Investure, LLC Charlottesville, VA 8/11/2026
Invicta Capital Management, LLC 8/13/2015
INVICTUS PRIVATE WEALTH, LLC Denver, CO 7/27/2026
Invictus RG 11/12/2021
Invictus RG Pte. Ltd. 11/14/2016
Invst, LLC Indianapolis, IN 8/14/2026
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 8/14/2026
ION Fund Management Ltd Herzliya, L3 8/14/2026
Ionic Capital Management LLC New York, NY 8/14/2026
Iowa State Bank Urbandale, IA 7/28/2026
IPC/NYCG LLC 11/14/2019
IPG Investment Advisors LLC San Diego, CA 8/12/2026
IPL Advisers, LLC 2/14/2018
Ipsen Advisor Group LLC Little Rock, AR 7/29/2026
Ipswich Investment Management Co., Inc. Beverly, MA 7/16/2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd Dublin 2, L2 7/31/2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd Singapore, U0 8/13/2026
Irenic Capital Management LP New York, NY 8/14/2026
IRIDIAN ASSET MANAGEMENT LLC/CT Westport, CT 7/29/2026
IRON Financial LLC Northbrook, IL 7/22/2026
Iron Gate Global Advisors LLC Nsl, UT 8/14/2026
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 8/13/2026
Ironclad Investments LLC Maitland, FL 8/14/2026
IronOak Wealth LLC. 7/14/2025
Ironsides Asset Advisors, LLC Rocky Mount, NC 8/12/2026
Ironsides Partners LLC 11/14/2018
Ironvine Capital Partners, LLC Omaha, NE 8/10/2026
Ironwood Financial, llc Tucson, AZ 7/17/2026
Ironwood Investment Counsel, LLC Scottsdale, AZ 8/5/2026
IRONWOOD INVESTMENT MANAGEMENT LLC Boston, MA 8/14/2026
IRONWOOD WEALTH MANAGEMENT, INC. Hurricane, WV 7/14/2026
Ironwood Wealth Management, LLC. Chandler, AZ 7/30/2026
Irth Capital Management LP New York, NY 8/14/2026
Irving Magee Investment Management 7/12/2017
Isabella Capital Management LLP London, X0 8/3/2026
iSAM Funds (UK) Ltd London, X0 8/12/2026
ISF Management LLC 5/17/2016
Ishara Investments LP Los Angeles, CA 8/14/2026
Islander Capital Partners, L.P. San Francisco, CA 8/14/2026
ISLAY CAPITAL MANAGEMENT, LLC Lubbock, TX 8/13/2026
Islet Management, LP 11/14/2023
Isomer Partners LP 2/3/2025
Israel Discount Bank of New York New York, NY 7/7/2026
ISTHMUS PARTNERS, LLC Madison, WI 7/20/2026
ISZO CAPITAL LP New York, NY 2/14/2014
ISZO CAPITAL MANAGEMENT LP 2/14/2024
Itau Unibanco Holding S.A. Sao Paulo, D5 8/14/2026
Itau USA Asset Management Inc. 5/12/2016
ITHAKA GROUP LLC Arlington, VA 8/11/2026
ITS Asset Management, L.P. 11/2/2016
IVC Wealth Advisors LLC Silverdale, PA 7/14/2026
IVORY INVESTMENT MANAGEMENT, LLC 11/14/2018
Ivory Union Consulting Ltd Road Town, D8 8/14/2026
IVY LANE CAPITAL MANAGEMENT, LLC Winter Park, FL 8/14/2026
IvyRock Asset Management (HK) Ltd Sheung Wan, K3 8/3/2026
Iyo Bank, Ltd. Matsuyama, M0 8/11/2026
J Arnold Wealth Management Co 1/17/2024
J Digital 6 LLC Chicago, IL 8/13/2026
J HAGAN CAPITAL, INC. Louisville, KY 8/14/2026
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 10/16/2018
J. Derek Lewis & Associates Inc. Newport Beach, CA 7/31/2026
J. Goldman & Co LP New York, NY 8/14/2026
J. H. Whitney Equity Partners VI, LLC New Canaan, CT 8/12/2026
J. L. Bainbridge & Co., Inc. Sarasota, FL 7/22/2026
J. M. Brown & Associates Inc. Tulsa, OK 7/23/2026
J. Mark Nickell & Co. Brentwood, TN 8/11/2026
J. R. Prunier Capital Management LLC Holden, MA 6/15/2026
J. Safra Sarasin Holding AG Basel, V8 7/31/2026
J. Stern & Co. LLP London, X0 8/14/2026
J. Team Financial, Inc. Abilene, TX 7/27/2026
J. W. Coons Advisors, LLC 8/5/2025
J.E. Simmons & Co., P.C. Dallas, TX 7/15/2026
J.H. Whitney Capital Partners, LLC 11/2/2016
J.H. Whitney Equity Partners VII, LLC New Canaan, CT 8/3/2026
J.M. Arbour, LLC Gardiner, ME 8/14/2026
J.P. Marvel Investment Advisors, LLC Boston, MA 7/31/2026
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 8/6/2026
J.W. Childs Associates, L.P. 8/2/2016
J.W. COLE ADVISORS, INC. Tampa, FL 7/21/2026
J2 Capital Management Inc Troy, MI 7/20/2026
JABODON PT CO Reno, NV 7/21/2026
Jabre Capital Partners S.A. 2/14/2019
Jackson Brooke LLC Lansing, MI 8/6/2026
Jackson Creek Investment Advisors LLC Castle Rock, CO 8/10/2026