Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Jackson Financial Management 1/17/2020
JACKSON HILL ADVISORS, LLC Houston, TX 8/4/2026
Jackson Hole Capital Partners, LLC Tulsa, OK 5/8/2026
JACKSON PARK CAPITAL, LLC 2/1/2017
JACKSON SQUARE CAPITAL, LLC San Francisco, CA 7/21/2026
Jackson Square Partners, LLC Larkspur, CA 2/13/2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC Montgomery, AL 8/6/2026
Jackson Wealth Management, LLC Lake Mary, FL 8/20/2026
Jackson, Grant Investment Advisers, Inc. Stamford, CT 7/31/2026
Jacksonville Wealth Management, LLC Jacksonville, FL 8/4/2026
JACOB ASSET MANAGEMENT OF NEW YORK LLC 11/1/2023
Jacobi Capital Management LLC Pittston, PA 7/31/2026
JACOBS & CO/CA San Francisco, CA 7/8/2026
JACOBS ASSET MANAGEMENT, LLC New York, NY 8/14/2026
Jacobs Equity LLC Draper, UT 8/14/2026
JACOBS LEVY EQUITY MANAGEMENT, INC Florham Park, NJ 8/14/2026
Jacobsen Capital Management Salt Lake City, UT 7/29/2026
JACOBSON & SCHMITT ADVISORS, LLC Middleton, WI 7/14/2026
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 7/29/2026
Jain Global LLC New York, NY 8/14/2026
James Hambro & Partners LLP London, X0 7/23/2026
JAMES INVESTMENT RESEARCH, INC. Alpha, OH 7/24/2026
James J. Burns & Company, LLC Melville, NY 8/6/2026
James Reed Financial Services, Inc. Cleveland, OH 7/16/2026
JAMISON EATON & WOOD INC /NJ 4/30/2015
JAMISON PRIVATE WEALTH MANAGEMENT, INC. Milton, GA 7/16/2026
JANA PARTNERS LLC 8/14/2023
JANA Partners Management, LP New York, NY 8/14/2026
JANE STREET GROUP, LLC New York, NY 8/14/2026
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 8/5/2026
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 7/10/2026
Japan Science & Technology Agency Tokyo, M0 7/30/2026
JARISLOWSKY, FRASER Ltd 10/21/2025
JASINKIEWICZ CAPITAL MANAGEMENT, LP 8/14/2015
Jasper Ridge Partners, L.P. Menlo Park, CA 8/14/2026
JAT CAPITAL MANAGEMENT, L.P. 2/16/2016
JAT Capital Mgmt LP Greenwich, CT 8/14/2026
JAYHAWK CAPITAL MANAGEMENT, L.L.C. 2/13/2020
JB Capital LLC Wethersfield, CT 7/29/2026
JB CAPITAL PARTNERS LP Armonk, NY 8/11/2026
JB Investments Management, LLC 5/6/2024
JBF Capital, Inc. Aspen, CO 8/13/2026
JBGlobal.com LLC New York, NY 7/6/2026
JBJ Investment Partners, LLC 2/8/2022
JBR Co Financial Management Inc Ardmore, OK 7/9/2026
JCF III AIV I GP Ltd. 11/5/2018
JCIC Asset Management Inc. Toronto, A6 7/17/2026
JCP Investment Management, LLC Houston, TX 8/13/2026
JCSD Capital, LLC Walnut Creek, CA 7/21/2026
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 7/22/2026
JDM Financial Group LLC Austin, TX 8/17/2026
Jeereddi Investments, LP 2/14/2023
Jefferies Capital Partners LLC 10/22/2014
Jefferies Financial Group Inc. New York, NY 8/17/2026
Jefferies Group LLC 9/21/2023
Jefferson Bridge Capital, LLC Nashville, TN 7/21/2026
Jeneq Management LP 2/9/2023
Jenkins Wealth 1/11/2023
JENNISON ASSOCIATES LLC New York, NY 8/3/2026
JENSEN INVESTMENT MANAGEMENT INC Lake Oswego, OR 8/7/2026
Jentner Corp 7/16/2025
JEPPSON WEALTH MANAGEMENT, LLC Manhattan Beach, CA 8/4/2026
Jericho Capital Asset Management L.P. Los Angeles, CA 8/14/2026
JERICHO FINANCIAL, LLP Westerville, OH 8/12/2026
Jessup Wealth Management, Inc Dayton, OH 8/11/2026
JET CAPITAL INVESTORS L P 11/14/2024
Jeter Robert S II Bethany Beach, DE 7/13/2026
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 7/10/2026
JGE Capital Management LLC 11/18/2014
JGP Global Gestao de Recursos Ltda. Rio De Janeiro, D5 7/20/2026
JGP Wealth Management, LLC Bend, OR 7/7/2026
JHL Capital Group LLC 11/14/2023
JHP Wealth Management, LLC Centennial, CO 7/30/2026
JIA INVESTMENT ALLIANCE PTE. LTD. Singapore, U0 7/16/2026
JIM SAULNIER & ASSOCIATES, LLC Fort Collins, CO 7/28/2026
JLB & ASSOCIATES INC Plymouth, MI 8/7/2026
JLP Asset Management, LLC 5/15/2024
JM2 Capital Inc. Edmond, OK 7/21/2026
JMAC ENTERPRISES LLC Newtown, PA 7/28/2026
JMG Financial Group, Ltd. Downers Grove, IL 7/31/2026
JMN Financial LLC New Albany, OH 8/10/2026
JNBA Financial Advisors Bloomington, MN 7/23/2026
JNE Partners LLP London, X0 8/14/2026
Joel Adams & Associates, Inc. Asheville, NC 8/6/2026
Joel Isaacson & Co., LLC New York, NY 8/4/2026
Johanson Financial Advisors, Inc. 1/19/2022
John & Kathleen Schreiber Foundation Lake Forest, IL 8/11/2026
John A. Wolfe & Associates, Inc. Portage, MI 7/29/2026
John Boyer, Inc. Tampa, FL 8/7/2026
JOHN G ULLMAN & ASSOCIATES INC Corning, NY 8/11/2026
John S. & James L. Knight Foundation, Inc. Miami, FL 1/23/2026
John W. Brooker & Co., CPAs Oakland, CA 7/20/2026
Johns Hopkins University Baltimore, MD 8/14/2026
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 8/6/2026
Johnson & Johnson Innovation - JJDC, Inc. 8/3/2021
Johnson & White Wealth Management, LLC York, PA 7/16/2026
Johnson Bixby & Associates, LLC Vancouver, WA 7/16/2026
Johnson Financial Group, Inc. Racine, WI 8/10/2026
Johnson Financial Group, LLC Denver, CO 8/6/2026
JOHNSON INVESTMENT COUNSEL INC Cincinnati, OH 7/23/2026
Johnson Midwest Financial, LLC 11/7/2023
Johnson Wealth Management, LLC Grand Forks, ND 8/6/2026
JOHO CAPITAL LLC New York, NY 8/14/2026
Jolley Asset Management, LLC 4/15/2020
JONES FINANCIAL COMPANIES LLLP Des Peres, MO 8/14/2026
Jones Hill Capital LP New York, NY 8/13/2026
Jones Kertz & Associates, Inc. Blaine, MN 7/23/2026
JONES ROAD CAPITAL MANAGEMENT, L.P. New York, NY 8/13/2026
Jordan Park Group LLC San Francisco, CA 8/11/2026
Jordan Park Trust Co LLC Portsmouth, NH 7/27/2026
Joseph Group Capital Management Columbus, OH 8/6/2026
Joseph P. Lucia & Associates, LLC Yorktown Heights, NY 8/7/2026
Joseph R. Weiss, LLC 11/13/2019
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Edina, MN 8/14/2026
Joshua Nash II LLC New York, NY 2/14/2014
Joule Financial, LLC Lexington, KY 7/15/2026
Journey Advisory Group, LLC Covington, KY 8/4/2026
Journey Beyond Wealth, LLC Roswell, GA 8/5/2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC Ammon, ID 7/24/2026
JOURNEY STRATEGIC WEALTH LLC Summit, NJ 4/15/2026
JOYN Advisors, Inc. 4/30/2020
JP Wealth Management, Inc. Mt. Pleasant, SC 7/14/2026
JPL Wealth Management, LLC Greenwood Village, CO 8/13/2026
JPMORGAN CHASE & CO New York, NY 8/12/2026
JRM Investment Counsel, LLC Omaha, NE 8/13/2026
JS Capital Management LLC New York, NY 8/14/2026
JSF Financial, LLC Los Angeles, CA 7/28/2026
JT Stratford LLC Gainesville, GA 8/14/2026
JTC Employer Solutions Trustee Ltd St Helier, Y9 7/31/2026
Julex Capital Management, LLC 10/29/2019
Jump Financial, LLC Chicago, IL 8/13/2026
JUMP TRADING, LLC 8/3/2020
Jump Trading, LLC 5/14/2019
JUNCTURE WEALTH STRATEGIES, LLC Scottsdale, AZ 7/9/2026
Juniper Capital Advisors, L.P. Houston, TX 8/14/2026
Juniper Hill Capital Management LP Menlo Park, CA 8/5/2026
Juniper Investment Company, LLC New York, NY 8/14/2026
Junk Investment Group, LLC Hunt Valley, MD 7/29/2026
Juno Financial Group LLC Richmond, VA 8/4/2026
Junson Asset Management (Hong Kong) Ltd 10/10/2023
Junto Capital Management LP New York, NY 8/14/2026
JUPITER ASSET MANAGEMENT LTD London, X0 8/10/2026
Jupiter Topco LLC New York, NY 8/14/2026
Jupiter Wealth Management LLC Glendale, CO 8/10/2026
JUVONEN RONALD 11/14/2014
JVL Advisors, L.L.C. 5/14/2020
jvl associates llc Wyoming, MI 7/6/2026
JW Asset Management, LLC Miami Beach, FL 8/7/2026
JWEST, LLC 11/12/2014
K.J. Harrison & Partners Inc Toronto, A6 8/7/2026
K2 Financial Inc. Glendora, CA 7/21/2026
K2 PRINCIPAL FUND, L.P. Toronto, A6 8/7/2026
Kabarec Financial Advisors, Ltd. 8/9/2018
KABOUTER MANAGEMENT, LLC 11/13/2024
KADENSA CAPITAL Ltd Central, K3 8/14/2026
Kades & Cheifetz LLC 1/13/2025
Kagan Cocozza Asset Management Mickleton, NJ 8/6/2026
KAHN BROTHERS GROUP INC New York, NY 8/14/2026
Kailix Advisors LLC Aventura, FL 8/12/2026
Kaizen Advisory, LLC 2/15/2019
Kaizen Capital Partners Ltd 2/8/2024
Kaizen Financial Strategies Campbell, CA 7/30/2026
Kaizen Investment Management Pte. Ltd. 2/12/2025
Kalehua Capital Management LLC Dallas, TX 8/19/2026
KALEIDOSCOPE CAPITAL LP Boston, MA 8/11/2026
KALMAR INVESTMENTS INC /DE/ 4/26/2017
Kalos Management, Inc. 10/16/2023
Kam Lawrence 9/17/2020
Kames Capital Management Ltd 2/3/2015
Kampmann Melissa S. Wausau, WI 7/29/2026
Kamunting Street Capital Management, L.P. Miami Beach, FL 8/14/2026
KANALY TRUST CO 1/23/2017
KANAWHA CAPITAL MANAGEMENT LLC Richmond, VA 7/28/2026
Kane Co Wealth Management, Inc. Johnston, IA 7/28/2026
KANE INVESTMENT MANAGEMENT, INC. Los Gatos, CA 8/14/2026
Kanen Wealth Management LLC Coconut Creek, FL 8/13/2026
KANHA CAPITAL, LP 5/15/2017
Kapitalo Investimentos Ltda Sao Paulo, D5 8/14/2026
Kapstone Financial Advisors LLC Lebanon, OH 8/7/2026
Karamaan Group, LLC 11/13/2015
Karani Asset Management LLC New York, NY 8/14/2026
Karl Kapital LLC San Francisco, CA 8/14/2026