Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
JS Capital Management LLC New York, NY 2/17/2026
JSF Financial, LLC Los Angeles, CA 2/4/2026
JT Stratford LLC Gainesville, GA 2/12/2026
JTC Employer Solutions Trustee Ltd St Helier, Y9 2/10/2026
Julex Capital Management, LLC 10/29/2019
Jump Financial, LLC Chicago, IL 2/17/2026
JUMP TRADING, LLC 8/3/2020
Jump Trading, LLC 5/14/2019
JUNCTURE WEALTH STRATEGIES, LLC Scottsdale, AZ 1/27/2026
Juniper Capital Advisors, L.P. Houston, TX 2/17/2026
Juniper Hill Capital Management LP Menlo Park, CA 2/3/2026
Juniper Investment Company, LLC New York, NY 2/17/2026
Juno Financial Group LLC Richmond, VA 1/28/2026
Junson Asset Management (Hong Kong) Ltd 10/10/2023
Junto Capital Management LP New York, NY 2/17/2026
JUPITER ASSET MANAGEMENT LTD London, X0 2/10/2026
Jupiter Wealth Management LLC Glendale, CO 2/13/2026
JUVONEN RONALD 11/14/2014
JVL Advisors, L.L.C. 5/14/2020
jvl associates llc Wyoming, MI 1/9/2026
JW Asset Management, LLC Miami Beach, FL 2/6/2026
JWEST, LLC 11/12/2014
K.J. Harrison & Partners Inc Toronto, A6 2/3/2026
K2 Financial Inc. Glendora, CA 1/22/2026
K2 PRINCIPAL FUND, L.P. Toronto, A6 2/13/2026
Kabarec Financial Advisors, Ltd. 8/9/2018
KABOUTER MANAGEMENT, LLC 11/13/2024
KADENSA CAPITAL Ltd Central, K3 2/17/2026
Kades & Cheifetz LLC 1/13/2025
Kagan Cocozza Asset Management Mickleton, NJ 1/23/2026
KAHN BROTHERS GROUP INC New York, NY 2/12/2026
Kailix Advisors LLC Aventura, FL 2/4/2026
Kaizen Advisory, LLC 2/15/2019
Kaizen Capital Partners Ltd 2/8/2024
Kaizen Financial Strategies Campbell, CA 1/21/2026
Kaizen Investment Management Pte. Ltd. 2/12/2025
Kalehua Capital Management LLC Dallas, TX 2/13/2026
KALEIDOSCOPE CAPITAL LP Boston, MA 2/13/2026
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 1/26/2026
Kamunting Street Capital Management, L.P. Miami Beach, FL 2/17/2026
KANALY TRUST CO 1/23/2017
KANAWHA CAPITAL MANAGEMENT LLC Richmond, VA 1/28/2026
Kane Co Wealth Management, Inc. Johnston, IA 2/5/2026
KANE INVESTMENT MANAGEMENT, INC. Los Gatos, CA 2/13/2026
Kanen Wealth Management LLC Coconut Creek, FL 2/18/2026
KANHA CAPITAL, LP 5/15/2017
Kapitalo Investimentos Ltda Sao Paulo, D5 1/28/2026
Kapstone Financial Advisors LLC Lebanon, OH 2/5/2026
Karamaan Group, LLC 11/13/2015
Karani Asset Management LLC New York, NY 2/17/2026
Karl Kapital LLC San Francisco, CA 2/17/2026
KARLINSKI ANDREW C 2/17/2023
Karn, Couzens & Associates, Inc. 4/19/2022
Karnit Road Accident Victims Compensation Fund Tel Aviv, L3 2/17/2026
Karp Capital Management Corp 1/19/2023
KARPAS STRATEGIES, LLC 7/30/2024
Karpus Management, Inc. Pittsford, NY 2/17/2026
Karras Company, Inc. Roy, UT 4/6/2026
Karst Peak Capital Ltd 11/16/2020
Kassira Wealth Management LLC Knoxville, TN 2/3/2026
Kassirer Asset Management Corp 10/1/2019
Kastel Capital Advisors, LLC Wellesley, MA 2/18/2026
Katamaran Capital LLP London, X0 2/4/2026
Kathleen S. Wright Associates Inc. 10/10/2025
Kathmere Capital Management, LLC Wayne, PA 1/13/2026
Kaufman Rossin Wealth, LLC Miami, FL 1/14/2026
KAVAR CAPITAL PARTNERS GROUP, LLC Leawood, KS 1/20/2026
Kavar Capital Partners, LLC 11/10/2020
Kavi Asset Management, LP 11/7/2019
Kawa Capital Management, Inc Hallandale Beach, FL 1/21/2026
Kayak Investment Partners LLC 11/14/2022
Kaydan Wealth Management, Inc. Fenton, MI 1/12/2026
Kaye Capital Management 8/12/2025
KAYNE ANDERSON CAPITAL ADVISORS LP Los Angeles, CA 2/13/2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Los Angeles, CA 2/13/2026
KAYS FINANCIAL ADVISORY CORP /ADV 11/16/2020
Kazazian Asset Management, LLC Fort Lauderdale, FL 2/9/2026
KB FINANCIAL PARTNERS, LLC 11/15/2023
KBC Group NV Brussels, C9 1/26/2026
KBC Participations Renta C 10/28/2020
KCK LTD. 10/14/2025
KCL Capital, L.P. 11/12/2024
KCM Capital Inc Shawnee, KS 2/17/2026
KCM INVESTMENT ADVISORS LLC Greenbrae, CA 2/13/2026
KCS Wealth Advisory 11/3/2023
KDI CAPITAL PARTNERS LLC 11/12/2021
KDK Private Wealth Management, LLC Houston, TX 2/12/2026
KDT Advisors, LLC Princeton, NJ 2/6/2026
KEANE CAPITAL MANAGEMENT INC 2/16/2016
Keane Capital Partners, LLC 11/14/2016
Kearns & Associates LLC Palos Verdes Estates, CA 1/8/2026
Keating Financial Advisory Services, Inc. Manhattan, KS 2/9/2026
KEATING INVESTMENT COUNSELORS INC Delray Beach, FL 1/30/2026
KEATING WEALTH MANAGEMENT LLC 4/18/2024
KEB ASSET MANAGEMENT, LLC Springfield, IL 1/9/2026
Kedalion Capital Management LLP London, X0 1/21/2026
Keebeck Wealth Management Chicago, IL 2/17/2026
Keel Point Advisors, LLC 2/6/2015
Keel Point, LLC Huntsville, AL 2/12/2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT Dublin, OH 1/27/2026
Keeler Thomas Management LLC Orem, UT 2/12/2026
KEELEY ASSET MANAGEMENT CORP 2/14/2017
Keeley-Teton Advisors, LLC 5/14/2025
Keenan Capital, LLC Burlingame, CA 2/13/2026
Keenan, LLC Boston, MA 3/4/2026
Keene & Associates, Inc. 2/3/2025
Keener Financial Planning LLC Keller, TX 1/23/2026
Keewaydin Investments LLC Southampton, NY 2/10/2026
Kehrs Ridge Capital,LLC 11/14/2022
KELLEHER FINANCIAL ADVISORS New York, NY 1/20/2026
Kellett Wealth Advisors, LLC Cincinnati, OH 1/23/2026
Kellner Capital, LLC 2/7/2024
KELLOGG W K FOUNDATION TRUST Chicago, IL 2/6/2026
KELLY FINANCIAL GROUP LLC Wethersfield, CT 4/9/2026
Kelly Financial Services LLC Braintree, MA 1/13/2026
KELLY LAWRENCE W & ASSOCIATES INC/CA Pasadena, CA 2/17/2026
Kelman-Lazarov, Inc. Memphis, TN 1/26/2026
Kelsey Financial, LLC Moorpark, CA 1/23/2026
Kelso & Company, L.P. 11/14/2022
Kemnay Advisory Services Inc. New York, NY 2/17/2026
KEMPER Corp 11/12/2024
Kemper Corp Master Retirement Trust 8/14/2023
KEMPNER CAPITAL MANAGEMENT INC. Galveston, TX 1/12/2026
Ken Stern & Associates, Inc. 11/13/2018
Kendall Capital Management Rockville, MD 1/16/2026
Kendall Square Capital, LLC 11/14/2014
KENFARB & CO. 11/14/2023
Kenmare Capital Partners, L.L.C. 11/14/2019
Kennebec Savings Bank Augusta, ME 1/22/2026
KENNEDY CAPITAL MANAGEMENT LLC St Louis, MO 2/13/2026
KENNEDY INVESTMENT GROUP West Deptford, NJ 2/6/2026
KENNEDY LEWIS MANAGEMENT LP 10/18/2024
KENNICOTT CAPITAL MANAGEMENT LLC Larkspur, CA 2/13/2026
Kennon-Green & Company, LLC New Albany, OH 2/10/2026
Kennondale Capital Management LLC Richmond, VA 2/13/2026
KENSICO CAPITAL MANAGEMENT CORP Greenwich, CT 2/17/2026
Kensington Asset Management, LLC Austin, TX 2/13/2026
Kensington Investment Counsel, LLC Long Beach, CA 2/18/2026
Kensington Investments B.V. 11/13/2023
Kent Lake Capital LLC 8/14/2024
Kent Lake PR LLC 11/14/2025
Kentucky Retirement Systems Frankfort, KY 2/10/2026
Kentucky Retirement Systems Insurance Trust Fund Frankfort, KY 2/10/2026
Kentucky Trust Co Danville, KY 1/21/2026
Kepler Cheuvreux (Suisse) SA Nyon, V8 2/4/2026
Kepos Capital LP New York, NY 2/12/2026
Kera Capital Partners, Inc. Sacramento, CA 2/23/2026
KerberRose Wealth Management, LLC 8/11/2022
Kercheville Advisors, LLC San Antonio, TX 1/29/2026
KERN Cobalt Co-Invest Partners AP LP 1/19/2016
Kernodle & Katon Asset Management Group, LLC 5/12/2017
KERR FINANCIAL PLANNING Corp Fresno, CA 2/10/2026
Kerrisdale Advisers, LLC Miami, FL 2/17/2026
Kerusso Capital Management LLC Winston Salem, NC 1/28/2026
Kesler, Norman & Wride, LLC Ogden, UT 2/10/2026
Kessler Investment Group, LLC Columbus, IN 4/10/2026
Kestra Advisory Services, LLC Austin, TX 2/13/2026
Kestra Investment Management, LLC Austin, TX 2/9/2026
KESTRA PRIVATE WEALTH SERVICES, LLC Austin, TX 1/29/2026
KESTREL INVESTMENT MANAGEMENT CORP San Mateo, CA 2/3/2026
Ketron Financial Novato, CA 2/24/2026
KETTLE HILL CAPITAL MANAGEMENT, LLC New York, NY 2/17/2026
Keudell/Morrison Wealth Management Salem, OR 2/6/2026
Key Bridge Compliance, LLC 10/13/2023
Key Capital Management, INC Hendersonville, Tn 37075, TN 1/26/2026
Key Client Fiduciary Advisors, LLC Fairfield, NJ 4/9/2026
Key Colony Management, LLC 10/7/2025
Key FInancial Inc West Chester, PA 2/9/2026
Key Square Capital Management LLC 2/13/2025
KEYBANK NATIONAL ASSOCIATION/OH Brooklyn, OH 1/30/2026
Keyes, Stange & Wooten Wealth Management, LLC Daytona Beach, FL 2/10/2026
Keyframe Capital Partners, L.P. New York, NY 2/17/2026
KEYNOTE FINANCIAL SERVICES LLC Vernon, CT 2/13/2026
KeyPoint Capital Management, LLC 2/12/2016
Keystone Financial Group Lexington, KY 2/6/2026
Keystone Financial Group, Inc. Atlanta, GA 1/16/2026
Keystone Financial Planning, Inc. Cleveland, OH 4/9/2026
Keystone Financial Services Loveland, CO 2/12/2026
Keystone Financial Services, LLC Omaha, NE 1/27/2026
Keystone Global Partners, LLC Denver, CO 1/14/2026
KEYSTONE GROUP, L.P. Fort Worth, TX 2/5/2026
KEYSTONE INVESTORS PTE LTD Singapore, U0 2/13/2026
KEYSTONE WEALTH PARTNERS 4/29/2022
Keystone Wealth Services, LLC Palm Desert, CA 1/26/2026
KEYVANTAGE WEALTH, LLC Bethlehem, PA 2/10/2026
KEYWISE CAPITAL MANAGEMENT (HK) Ltd Hong Kong, K3 2/17/2026
KEYWISE CAPITAL MANAGEMENT Ltd 10/24/2019
KFA Private Wealth Group, LLC Tysons, VA 1/7/2026
KFG WEALTH MANAGEMENT, LLC Granger, IN 1/21/2026
KG FUNDS MANAGEMENT, LLC 11/15/2021
KG&L Capital Management,LLC St. Francisville, LA 1/23/2026
KGH Ltd 2/14/2025
KHALL LLC San Francisco, CA 2/11/2026
KHIS Custodian LP Dallas, TX 2/17/2026
KHP Capital, LLC 11/8/2018
Khrom Capital Management LLC Miami Beach, FL 2/17/2026