Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
LAM GROUP, INC. Lake Oswego, OR 1/23/2026
Lamond Capital Partners LLC 7/19/2016
Lancaster Investment Management London, X0 1/12/2026
Land & Buildings Investment Management, LLC Stamford, CT 2/17/2026
LANDAAS & CO /WI /ADV Milwaukee, WI 1/21/2026
Landing Point Financial Group, LLC Avon, OH 2/11/2026
Landmark Bank 2/14/2020
Landmark Financial Advisors, LLC 2/13/2024
LANDMARK INVESTMENT PARTNERS, L.P. West Palm Beach, FL 2/17/2026
LANDMARK WEALTH MANAGEMENT, INC. Normal, IL 2/13/2026
Landmark Wealth Management, LLC Melville, NY 2/5/2026
Landsberg, Bennett, & Dubbaneh LLC 10/29/2021
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Englewood, NJ 2/13/2026
Lane & Associates LLC 5/1/2025
LANE BROTHERS & CO INC Prescott, AZ 3/13/2026
Lane Five Capital Management, LP 8/14/2014
Lane Generational LLC Dover, MA 2/12/2026
Langdon Equity Partners Toronto, A6 2/13/2026
Lanham O'Dell & Company, Inc. Hurricane, WV 1/12/2026
LANNEBO FONDER AB 1/24/2024
LANSDOWNE PARTNERS (UK) LLP London, X0 2/13/2026
LANSDOWNE PARTNERS AUSTRIA GMBH 2/12/2016
LANSDOWNE PARTNERS LIMITED PARTNERSHIP London, X0 5/14/2014
Lansforsakringar Fondforvaltning AB (publ) Stockholm, V7 2/12/2026
Lansing Management LP New York, NY 2/17/2026
Lansing Street Advisors Ambler, PA 1/26/2026
Lantern Wealth Advisors, LLC Melville, NY 2/17/2026
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 2/13/2026
LARCH CAPITAL PARTNERS LLC Miami, FL 2/20/2026
Larry Mathis Financial Planning, LLC Phoenix, AZ 3/11/2026
Larson Financial Group LLC St Louis, MO 2/6/2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC Baltimore, MD 2/10/2026
LaSalle St. Investment Advisors, LLC Elmhurst, IL 2/17/2026
LaSalle Street Capital Management, LLC 10/28/2019
LASRY MARC 11/14/2025
Latash Investments, LLC Anchorage, AK 2/13/2026
LATHROP INVESTMENT MANAGEMENT CO Little Rock, AR 2/9/2026
Latigo Investments, LLC Fort Lauderdale, FL 2/17/2026
Latimer Light Capital, L.P. 11/14/2018
Latitude Advisors, LLC Vero Beach, FL 1/27/2026
Latko Wealth Management, Ltd. Frankfort, IL 2/10/2026
Lattice Capital Management, LLC Kirkland, WA 2/2/2026
Lattice Strategies LLC 5/8/2019
LAU ASSOCIATES LLC 2/5/2020
Lauer Wealth, LLC Valparaiso, IN 1/12/2026
Laura & John Arnold Foundation Houston, TX 2/17/2026
Laurel Grove Capital, LLC 10/12/2018
LAUREL OAK WEALTH MANAGEMENT, LLC Marlton, NJ 2/12/2026
Laurel Wealth Advisors LLC Charlotte, NC 1/30/2026
Laurel Wealth Advisors, Inc. 2/14/2023
Laurel Wealth Planning LLC Edina, MN 1/23/2026
Laurion Capital Management LP New York, NY 2/17/2026
Laurore Ltd Hong Kong, K3 1/28/2026
Laurus Global Equity Management Inc. Toronto, A6 4/1/2026
Lauterbach Financial Advisors, LLC El Paso, TX 2/13/2026
Lavaca Capital LLC Houston, TX 2/13/2026
LAWOOD & CO Williamsport, PA 2/5/2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Omaha, NE 1/20/2026
LAZARD ASSET MANAGEMENT LLC New York, NY 2/17/2026
Lazard Freres Gestion S.A.S. Paris, I0 2/6/2026
LAZARI CAPITAL MANAGEMENT, INC. Woodland Hills, CA 1/29/2026
LB Partners LLC Charlottesville, VA 2/17/2026
LBA Wealth Management, LLC 5/9/2017
LBJ Family Wealth Advisors, Ltd. Austin, TX 4/1/2026
LBMC INVESTMENT ADVISORS, LLC Brentwood, TN 2/12/2026
LBN Advisers Ltd 10/29/2015
LBP AM SA Paris, I0 1/26/2026
LCC Family Corp. Toronto, A6 2/13/2026
LCM Capital Management Inc Chicago, IL 1/29/2026
LCNB CORP Lebanon, OH 2/10/2026
LCW Services, LLC Virginia Beach, VA 2/11/2026
LDR Capital Management LLC New York, NY 1/22/2026
Lead Edge Capital Management, LLC New York, NY 2/17/2026
Leading Edge Financial Planning LLC Knoxville, TN 1/21/2026
Leading Securities Co Ltd 11/6/2025
Leap Investments LP 8/3/2020
LEAVELL INVESTMENT MANAGEMENT, INC. Mobile, AL 2/9/2026
Lebenthal Asset Management, LLC 5/15/2017
Lebenthal Global Advisors, LLC Hauppauge, NY 1/28/2026
Lebenthal Holdings,LLC 8/19/2016
Lebenthal Wealth Advisors, LLC 8/11/2016
LECAP ASSET MANAGEMENT LTD London, X0 1/27/2026
LeClair Wealth Partners LLC Dublin, OH 2/11/2026
LeConte Wealth Management, LLC Maryville, TN 1/15/2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA Long Beach, CA 1/26/2026
Ledge Wealth Management, Inc. 1/24/2024
Ledgewood Wealth Advisors, LLC Exeter, NH 1/16/2026
Ledyard National Bank Hanover, NH 1/21/2026
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 1/29/2026
Lee Equity Partners, LLC 2/13/2019
Lee Financial Co Dallas, TX 1/22/2026
Lee Financial Group Hawaii, Inc. 4/24/2024
LEE JOHNSON CAPITAL MANAGEMENT, LLC Fort Worth, TX 1/12/2026
Lee-Kelleher Wealth Management Fulton, MD 1/14/2026
Leelyn Smith, LLC Geneva, IL 1/28/2026
Leeward Financial Partners, LLC Bellevue, WA 2/9/2026
Leeward Investments, LLC - MA Boston, MA 2/5/2026
Left Brain Wealth Management, LLC Naperville, IL 2/5/2026
Legacy Advisors, LLC Plymouth Meeting, PA 1/27/2026
Legacy Advisory Services, LLC Exton, PA 1/23/2026
Legacy Bridge, LLC West Des Moines, IA 1/23/2026
Legacy Capital Group California, Inc. Los Gatos, CA 1/28/2026
Legacy Capital Partners, Inc. 4/11/2022
LEGACY CAPITAL WEALTH MANAGEMENT, LLC The Woodlands, TX 2/11/2026
Legacy Capital Wealth Partners, LLC Little Rock, AR 1/16/2026
Legacy CG, LLC Plano, TX 1/26/2026
Legacy Edge Advisors, LLC Syosset, NY 2/2/2026
Legacy Financial Advisors, Inc. Covington, KY 2/4/2026
Legacy Financial Group LLC Des Moines, IA 2/5/2026
LEGACY FINANCIAL GROUP, INC. Tulsa, OK 2/6/2026
Legacy Financial Strategies, LLC Overland Park, KS 1/23/2026
Legacy Investment Solutions, LLC 8/6/2025
Legacy Private Trust Co. Neenah, WI 4/7/2026
LEGACY SOLUTIONS, LLC Kennett Square, PA 4/7/2026
Legacy Trust Grand Rapids, MI 1/22/2026
Legacy Wealth Advisors, LLC Miami, FL 2/17/2026
Legacy Wealth Asset Management, LLC Woodbury, MN 4/8/2026
Legacy Wealth Management, Inc Memphis, TN 1/21/2026
Legacy Wealth Management, LLC / MS Ridgeland, MS 4/10/2026
Legacy Wealth Managment, LLC/ID Boise, ID 2/3/2026
Legacy Wealth Partners, Inc. 8/16/2021
Legacy Wealth Partners, LLC Lakewood, CO 2/17/2026
Legacy Wealth Planning, LLC 11/10/2022
Legal & General Group Plc London, X0 2/9/2026
Legal Advantage Investments, Inc. Los Altos Hills, CA 1/14/2026
Legato Capital Management LLC San Francisco, CA 2/6/2026
Legend Capital Advisors LLC New York, NY 2/17/2026
Legend Financial Advisors, Inc. Pittsburgh, PA 1/23/2026
Legg Mason Asset Management (Japan) Co., Ltd. 2/14/2022
Legg Mason Investment Counsel & Trust Co., N.A. 11/14/2014
Legg Mason Investment Counsel, LLC 11/14/2014
LEGG MASON, INC. 8/14/2020
Legion Partners Asset Management, LLC Los Angeles, CA 2/17/2026
Lehman & Derafelo Financial Resources LLC 1/20/2023
Lehman Brothers Holdings Inc. 2/14/2018
Lehman Financial Resources, Inc. 11/14/2018
Leibman Financial Services, Inc. Louisville, NE 1/6/2026
Leicht Financial Planning & Wealth Management, Inc. Parsippany, NJ 2/4/2026
LEIGH BALDWIN & CO., LLC Cazenovia, NY 2/12/2026
Leisure Capital Management Costa Mesa, CA 1/27/2026
Leith Wheeler Investment Counsel Ltd. Vancouver, A1 2/12/2026
LeJeune Puetz Investment Counsel LLC 5/3/2023
LENNAR CORP /NEW/ Miami, FL 2/17/2026
Lenox Wealth Advisors, LLC 4/14/2022
Lenox Wealth Management, Inc. 7/28/2020
LEO BROKERAGE, LLC 7/25/2023
Leo H. Evart, Inc. 11/15/2023
Leo Wealth, LLC Hurst, TX 1/21/2026
Leonard Capital Management, Inc. 11/14/2016
Leonard Green & Partners, L.P. Los Angeles, CA 2/17/2026
Leonard Rickey Investment Advisors P.L.L.C. Yakima, WA 4/8/2026
Leonetti & Associates, LLC 2/19/2019
Leonteq Securities AG Zurich, V8 3/26/2026
Lepercq De Neuflize Asset Management LLC New York, NY 2/20/2026
Lepercq Multi-Asset Fund 2/27/2025
Lesa Sroufe & Co Seattle, WA 1/22/2026
Leslie Global Wealth, LLC Itasca, IL 2/2/2026
Lester Murray Antman dba SimplyRich Carlsbad, CA 1/23/2026
LETKO, BROSSEAU & ASSOCIATES INC Montreal, A8 2/11/2026
LETSON INVESTMENT MANAGEMENT, INC. Atlanta, GA 1/28/2026
LEUTHOLD GROUP, LLC Minneapolis, MN 2/5/2026
LeVasseur Capital Partners LLC 11/14/2016
LeVasseur Gilbert E Jr 11/14/2016
Level Financial Advisors East Amherst, NY 4/10/2026
LEVEL FOUR ADVISORY SERVICES, LLC Dallas, TX 2/13/2026
LEVEL FOUR FINANCIAL, LLC 10/12/2021
Level Wealth Management LLC Greensboro, NC 2/2/2026
Leverage Partners Absolute Return Fund SPC 2/7/2025
Leverty Financial Group, LLC Hudson, WI 4/9/2026
LEVIN CAPITAL STRATEGIES, L.P. New York, NY 1/30/2026
LEVITT CAPITAL MANAGEMENT LLC Boca Raton, FL 7/21/2014
LEVY HARKINS & CO INC/ 4/26/2018
Levy Wealth Management Group, LLC 7/25/2024
Lewin Nick 2/13/2023
Lewis Asset Management, LLC Lafayette, CA 1/15/2026
LEWIS CAPITAL MANAGEMENT, LLC 11/8/2023
LexAurum Advisors, LLC 11/6/2025
LEXINGTON ADVISORS INC /ADV 2/14/2019
Lexington Hill Partners, LLC Dallas, TX 2/19/2026
Lexington Partners L.P. New York, NY 2/10/2026
Lexington Partners VI Holdings Sub LLC 2/16/2016
Lexington Partners VI Holdings, LLC 5/15/2015
LFA - Lugano Financial Advisors SA Lugano, V8 1/29/2026
LFG Wealth Partners, LLC Elizabethtown, KY 2/17/2026
LFL Advisers, LLC Evanston, IL 2/13/2026
LFS ASSET MANAGEMENT 12/5/2022
LG Capital Management, LP 5/16/2016
LGL PARTNERS, LLC Philadelphia, PA 2/9/2026
LGT CAPITAL PARTNERS LTD. Pfaeffikon, V8 2/11/2026
LGT Financial Advisors LLC Dallas, TX 2/13/2026
LGT Fund Management Co Ltd. Vaduz, N2 2/5/2026
LGT Group Foundation Vaduz, N2 2/5/2026
LH Capital Markets, LLC 11/14/2022
LHM, INC. Sandy, UT 2/10/2026