Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Kopion Asset Management, LLC Mckinney, TX 4/10/2026
Kopp Family Office, LLC Minnetonka, MN 4/20/2026
KOPP FUNDS INC Edina, MN 1/22/2014
KOPP INVESTMENT ADVISORS LLC 11/14/2019
Kopp LeRoy C 6/3/2024
Kora Management LP Brooklyn, NY 5/15/2026
Kore Advisors LP Boynton Beach, FL 5/13/2026
Kore Private Wealth LLC 11/14/2022
Korea Investment CORP Seoul, M5 5/12/2026
KORNITZER CAPITAL MANAGEMENT INC /KS Shawnee Mission, KS 4/30/2026
Kortright Capital Partners LP 8/12/2016
Koshinski Asset Management, Inc. Decatur, IL 4/27/2026
Koss-Olinger Consulting, LLC Gainesville, FL 5/7/2026
KOTLER KEVIN Melville, NY 2/17/2026
Kovack Advisors, Inc. Ft. Lauderdale, FL 5/12/2026
Kovitz Investment Group, LLC 2/16/2016
Kowal Investment Group, LLC 10/16/2024
Kozak & Associates, Inc. Highlands Ranch, CO 7/2/2026
KP Management LLC Edina, MN 5/15/2026
KPCB DGF Associates, LLC 11/8/2023
KPCB DGF II Associates, LLC 11/4/2025
KPCB DGF III Associates, LLC 10/25/2021
KPCB GGF Associates, LLC 10/25/2021
KPCB XII Associates, LLC 10/20/2020
KPCB XIII Associates, LLC 11/8/2023
KPCB XIV Associates, LLC 11/8/2023
KPCB XV Associates, LLC 10/26/2022
KPCB XVI Associates, LLC 10/25/2021
KPP Advisory Services LLC Louisville, KY 4/24/2026
KPS Global Asset Management UK Ltd London, X0 5/11/2026
KR CAPITAL ADVISORS INC 2/5/2016
KR Capital LP New York City, NY 5/15/2026
KR CAPITAL PARTNERS I L P 4/21/2016
KRAEMATON INVESTMENT ADVISORS, INC Braintree, MA 5/13/2026
KRAFT ASSET MANAGEMENT, LLC 7/15/2025
Kraft, Davis & Associates, LLC St. Louis, MO 5/1/2026
Krane Financial Solutions LLC Calabasas, CA 5/29/2026
Krane Funds Advisors LLC New York, NY 5/11/2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD Tel Aviv, L3 5/6/2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD Tel Aviv, L3 5/6/2026
Krensavage Asset Management, LLC New York, NY 5/14/2026
Kresge Foundation 2/28/2020
Krilogy Financial LLC St. Louis, MO 4/17/2026
KRM WEALTH MANAGEMENT L.L.C. Reno, NV 4/22/2026
Kropog Financial Group, LLC Mandeville, LA 4/24/2026
KRS Capital Management, LLC Bloomfield, MI 4/15/2026
KRV Capital LP 10/31/2017
Kryger Capital LLC Hamilton, D0 5/14/2026
KRYGER CAPITAL Ltd London, X0 2/17/2026
KS MANAGEMENT CORP 2/16/2016
KSA CAPITAL MANAGEMENT, LLC 4/2/2018
KSL Advisors, LLC 10/28/2021
KTF INVESTMENTS, LLC Seal Beach, CA 5/4/2026
Kuhn & Co Investment Counsel Chicago, IL 5/12/2026
Kula Investments, LLC 5/15/2023
Kultura Capital Management LP Park City, UT 5/15/2026
Kure Advisory, LLC Plymouth, MN 4/16/2026
Kurv Investment Management LLC San Francisco, CA 5/15/2026
Kuvari Partners LLP 11/12/2024
KVP Capital Advisors, LP San Francisco, CA 5/13/2026
KW WEALTH MANAGEMENT LLC Sacramento, CA 4/21/2026
KWB Wealth Redlands, CA 4/8/2026
KWMG, LLC Overland Park, KS 4/9/2026
Kylin Management LLC 2/14/2022
Kynam Capital Management, LP Princeton, NJ 5/15/2026
L & S Advisors Inc Los Angeles, CA 5/11/2026
L. Roy Papp & Associates, LLP Phoenix, AZ 4/14/2026
L.K. Benson & Company, P.C. Baltimore, MD 4/20/2026
L.M. KOHN & COMPANY 11/4/2025
L1 Capital International Pty Ltd Sydney Nsw 2000, C3 5/14/2026
L1 Capital Pty Ltd Melbourne Vic 3000, C3 5/14/2026
L1 Global Manager Pty Ltd Melbourne, C3 5/14/2026
L2 Asset Management, LLC Wayland, MA 5/14/2026
LA FINANCIERE DE L'ECHIQUIER 7/18/2024
La Francaise Forum Securities Ltd 1/27/2017
LADENBURG THALMANN FINANCIAL SERVICES INC. 2/14/2020
Lafayette Investments, Inc. Ashton, MD 4/27/2026
LAFFER TENGLER INVESTMENTS, INC. Scottsdale, AZ 5/13/2026
Lafitte Capital Management LP 2/9/2023
LaFleur & Godfrey LLC Grand Rapids, MI 5/4/2026
Lagoda Investment Management, L.P. New York, NY 5/15/2026
Laidlaw Group, LLC 7/31/2015
Laidlaw Wealth Management LLC New York City, NY 5/6/2026
Laird Norton Wetherby Trust Company, LLC Seattle, WA 5/15/2026
Laird Norton Wetherby Wealth Management, LLC 11/14/2025
Lake Hills Wealth Management, LLC Austin, TX 4/10/2026
Lake Point Wealth Management 7/19/2022
LAKE STREET ADVISORS GROUP, LLC 2/4/2025
LAKE STREET PRIVATE WEALTH, LLC Chicago, IL 4/13/2026
Lakehouse Capital Pty Ltd Sydney Nsw, C3 4/8/2026
Lakeridge Wealth Management LLC Mentor, OH 4/8/2026
Lakeshore Capital Group, Inc. Rolling Meadows, IL 4/22/2026
Lakeshore Capital, LLC 11/12/2015
Lakeshore Financial Planning, Inc. St. Clair Shores, MI 5/7/2026
Lakeside Advisors, INC. Seattle, WA 4/30/2026
Lakeside Wealth Management Group, LLC 4/26/2017
Lakestar (G.P.) Ltd 1/25/2021
Lakestar Growth I (G.P.) Ltd 11/14/2022
Lakestar II (G.P.) Ltd 11/14/2022
Lakewood Asset Management LLC Naperville, IL 4/22/2026
LAKEWOOD CAPITAL MANAGEMENT, LP New York, NY 5/15/2026
Lalia Capital, LLC New York, NY 5/11/2026
LAM GROUP, INC. Lake Oswego, OR 4/22/2026
Lamond Capital Partners LLC 7/19/2016
Lancaster Investment Management London, X0 4/20/2026
Land & Buildings Investment Management, LLC Stamford, CT 5/15/2026
LANDAAS & CO /WI /ADV Milwaukee, WI 4/30/2026
LANDESBANK BADEN-WUERTTEMBERG Stuttgart Baden Wuerttemberg, 2M 6/12/2026
Landing Point Financial Group, LLC Avon, OH 5/5/2026
Landmark Bank 2/14/2020
Landmark Financial Advisors, LLC 2/13/2024
LANDMARK INVESTMENT PARTNERS, L.P. West Palm Beach, FL 5/15/2026
LANDMARK WEALTH MANAGEMENT, INC. Normal, IL 4/22/2026
Landmark Wealth Management, LLC Melville, NY 4/29/2026
Landsberg, Bennett, & Dubbaneh LLC 10/29/2021
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Englewood, NJ 5/12/2026
Lane & Associates LLC 5/1/2025
LANE BROTHERS & CO INC Prescott, AZ 5/5/2026
Lane Five Capital Management, LP 8/14/2014
Lane Generational LLC Palm Beach, FL 5/14/2026
Langdon Equity Partners Toronto, A6 5/14/2026
Lanham O'Dell & Company, Inc. Hurricane, WV 1/12/2026
LANNEBO FONDER AB 1/24/2024
LANSDOWNE PARTNERS (UK) LLP London, X0 5/14/2026
LANSDOWNE PARTNERS AUSTRIA GMBH 2/12/2016
LANSDOWNE PARTNERS LIMITED PARTNERSHIP London, X0 5/14/2014
Lansforsakringar Fondforvaltning AB (publ) Stockholm, V7 4/23/2026
Lansing Management LP New York, NY 5/15/2026
Lansing Street Advisors Ambler, PA 4/28/2026
Lantern Wealth Advisors, LLC Melville, NY 5/13/2026
Lantz Financial LLC Naperville, IL 4/9/2026
Lapides Asset Management, LLC 8/4/2023
LARA, MAY & ASSOCIATES, LLC 6/14/2018
Laraway Financial Advisors Inc Saint Cloud, MN 5/14/2026
LARCH CAPITAL PARTNERS LLC Miami, FL 5/15/2026
Larry Mathis Financial Planning, LLC Phoenix, AZ 4/21/2026
Larson Financial Group LLC St Louis, MO 5/15/2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC Baltimore, MD 5/13/2026
LaSalle St. Investment Advisors, LLC Elmhurst, IL 5/8/2026
LaSalle Street Capital Management, LLC 10/28/2019
LASRY MARC 11/14/2025
Latash Investments, LLC Anchorage, AK 5/13/2026
LATHROP INVESTMENT MANAGEMENT CO Little Rock, AR 5/12/2026
Latigo Investments, LLC Fort Lauderdale, FL 5/6/2026
Latimer Light Capital, L.P. 11/14/2018
Latitude Advisors, LLC Yorkville, IL 4/27/2026
Latko Wealth Management, Ltd. Frankfort, IL 4/29/2026
Lattice Capital Management, LLC Kirkland, WA 5/15/2026
Lattice Strategies LLC 5/8/2019
LAU ASSOCIATES LLC 2/5/2020
Lauer Wealth, LLC Valparaiso, IN 4/13/2026
Laura & John Arnold Foundation Houston, TX 5/15/2026
Laurel Grove Capital, LLC 10/12/2018
LAUREL OAK WEALTH MANAGEMENT, LLC Marlton, NJ 4/21/2026
Laurel Wealth Advisors LLC Charlotte, NC 5/12/2026
Laurel Wealth Advisors, Inc. 2/14/2023
Laurel Wealth Planning LLC Edina, MN 4/23/2026
Laurion Capital Management LP New York, NY 5/14/2026
Laurore Ltd Hong Kong, K3 5/13/2026
Laurus Global Equity Management Inc. Toronto, A6 4/1/2026
Lauterbach Financial Advisors, LLC El Paso, TX 5/14/2026
Lavaca Capital LLC Houston, TX 5/13/2026
LAVELLE CAPITAL LP San Francisco, CA 5/29/2026
LAWOOD & CO Williamsport, PA 4/14/2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Omaha, NE 4/22/2026
LAZARD ASSET MANAGEMENT LLC New York, NY 5/15/2026
Lazard Freres Gestion S.A.S. Paris, I0 5/7/2026
LAZARI CAPITAL MANAGEMENT, INC. Woodland Hills, CA 4/23/2026
LB Partners LLC Charlottesville, VA 4/24/2026
LBA Wealth Management, LLC 5/9/2017
LBJ Family Wealth Advisors, Ltd. Austin, TX 4/1/2026
LBMC INVESTMENT ADVISORS, LLC Brentwood, TN 5/14/2026
LBN Advisers Ltd 10/29/2015
LBP AM SA Paris, I0 4/27/2026
LCC Family Corp. Toronto, A6 5/14/2026
LCM Capital Management Inc Chicago, IL 4/21/2026
LCNB CORP Lebanon, OH 5/11/2026
LCW Services, LLC Virginia Beach, VA 4/27/2026
LDR Capital Management LLC New York, NY 5/11/2026
Lead Edge Capital Management, LLC New York, NY 5/15/2026
Leading Edge Financial Planning LLC Knoxville, TN 5/12/2026
Leading Securities Co Ltd 11/6/2025
Leap Investments LP 8/3/2020
LEAVELL INVESTMENT MANAGEMENT, INC. Mobile, AL 5/12/2026
Lebenthal Asset Management, LLC 5/15/2017
Lebenthal Global Advisors, LLC Hauppauge, NY 5/14/2026
Lebenthal Holdings,LLC 8/19/2016
Lebenthal Wealth Advisors, LLC 8/11/2016
LECAP ASSET MANAGEMENT LTD London, X0 4/30/2026
LeClair Wealth Partners LLC Dublin, OH 5/5/2026
LeConte Wealth Management, LLC Maryville, TN 5/12/2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA Long Beach, CA 4/24/2026
Ledge Wealth Management, Inc. 1/24/2024
Ledgewood Wealth Advisors, LLC Exeter, NH 4/13/2026
Ledyard National Bank Hanover, NH 4/24/2026
Lee Capital Asset Management LLC 2/14/2020
Lee Capital Holdings LLC 11/14/2023
Lee Capital Management LP 5/11/2018
LEE DANNER & BASS INC Nashville, TN 4/28/2026
Lee Equity Partners, LLC 2/13/2019