Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Lee Financial Co Dallas, TX 4/13/2026
Lee Financial Group Hawaii, Inc. 4/24/2024
LEE JOHNSON CAPITAL MANAGEMENT, LLC Fort Worth, TX 4/16/2026
Lee-Kelleher Wealth Management Fulton, MD 4/14/2026
Leelyn Smith, LLC Geneva, IL 4/27/2026
Leeward Financial Partners, LLC Bellevue, WA 4/20/2026
Leeward Investments, LLC - MA Boston, MA 4/17/2026
Left Brain Wealth Management, LLC Naperville, IL 4/30/2026
Legacy Advisors, LLC Plymouth Meeting, PA 5/5/2026
Legacy Advisory Services, LLC Exton, PA 5/12/2026
Legacy Bridge, LLC West Des Moines, IA 5/14/2026
Legacy Capital Group California, Inc. Los Gatos, CA 5/4/2026
Legacy Capital Partners, Inc. 4/11/2022
LEGACY CAPITAL WEALTH MANAGEMENT, LLC The Woodlands, TX 5/7/2026
Legacy Capital Wealth Partners, LLC Little Rock, AR 5/15/2026
Legacy CG, LLC Plano, TX 5/5/2026
Legacy Edge Advisors, LLC Syosset, NY 5/11/2026
Legacy Financial Advisors, Inc. Covington, KY 4/30/2026
Legacy Financial Group LLC Des Moines, IA 5/4/2026
LEGACY FINANCIAL GROUP, INC. Tulsa, OK 4/27/2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC Louisville, KY 5/5/2026
Legacy Financial Strategies, LLC Overland Park, KS 4/30/2026
Legacy Investment Solutions, LLC 8/6/2025
Legacy PCG, LLC Irvine, CA 5/15/2026
Legacy Private Trust Co. Neenah, WI 4/7/2026
LEGACY SOLUTIONS, LLC Kennett Square, PA 7/6/2026
Legacy Trust Grand Rapids, MI 4/14/2026
Legacy Wealth Advisors, LLC North Miami Beach, FL 5/6/2026
Legacy Wealth Asset Management, LLC Woodbury, MN 4/8/2026
Legacy Wealth Management, LLC Memphis, TN 4/22/2026
Legacy Wealth Management, LLC / MS Ridgeland, MS 4/10/2026
Legacy Wealth Managment, LLC/ID Boise, ID 5/7/2026
Legacy Wealth Partners, Inc. 8/16/2021
Legacy Wealth Partners, LLC Lakewood, CO 4/17/2026
Legacy Wealth Planning, LLC 11/10/2022
Legal & General Group Plc London, X0 5/8/2026
Legal Advantage Investments, Inc. Los Altos Hills, CA 4/20/2026
Legato Capital Management LLC San Francisco, CA 5/14/2026
Legend Capital Advisors LLC New York, NY 5/15/2026
Legend Financial Advisors, Inc. Pittsburgh, PA 4/24/2026
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 5/15/2026
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 4/13/2026
Leicht Financial Planning & Wealth Management, Inc. Parsippany, NJ 5/1/2026
LEIGH BALDWIN & CO., LLC Cazenovia, NY 5/20/2026
Leisure Capital Management Costa Mesa, CA 5/8/2026
Leith Wheeler Investment Counsel Ltd. Vancouver, A1 5/7/2026
LeJeune Puetz Investment Counsel LLC 5/3/2023
LENNAR CORP /NEW/ Miami, FL 5/13/2026
Lenox Wealth Advisors, LLC 4/14/2022
Lenox Wealth Management, Inc. 7/28/2020
LEO BROKERAGE, LLC 7/25/2023
Leo H. Evart, Inc. Redwood City, CA 5/13/2026
Leo Wealth, LLC Hurst, TX 5/5/2026
Leonard Capital Management, Inc. 11/14/2016
Leonard Green & Partners, L.P. Los Angeles, CA 5/15/2026
Leonard Rickey Investment Advisors P.L.L.C. Yakima, WA 4/8/2026
Leonetti & Associates, LLC 2/19/2019
Leonteq Securities AG Zurich, V8 4/27/2026
Lepercq De Neuflize Asset Management LLC New York, NY 5/12/2026
Lepercq Multi-Asset Fund 2/27/2025
Lesa Sroufe & Co Seattle, WA 4/27/2026
Leslie Global Wealth, LLC Itasca, IL 5/15/2026
Lester Murray Antman dba SimplyRich Carlsbad, CA 5/1/2026
LETKO, BROSSEAU & ASSOCIATES INC Montreal, A8 5/12/2026
LETSON INVESTMENT MANAGEMENT, INC. Atlanta, GA 4/24/2026
LEUTHOLD GROUP, LLC Minneapolis, MN 5/6/2026
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 5/14/2026
LEVEL FOUR FINANCIAL, LLC 10/12/2021
Level Wealth Management LLC Greensboro, NC 4/27/2026
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 5/13/2026
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 4/21/2026
LEWIS CAPITAL MANAGEMENT, LLC 11/8/2023
LexAurum Advisors, LLC Overland Park, KS 4/13/2026
LEXINGTON ADVISORS INC /ADV 2/14/2019
Lexington Hill Partners, LLC Dallas, TX 4/16/2026
Lexington Partners L.P. New York, NY 5/6/2026
Lexington Partners VI Holdings Sub LLC 2/16/2016
Lexington Partners VI Holdings, LLC 5/15/2015
LFA - Lugano Financial Advisors SA Lugano, V8 5/5/2026
LFG Wealth Partners, LLC Elizabethtown, KY 6/11/2026
LFL Advisers, LLC Evanston, IL 5/13/2026
LFS ASSET MANAGEMENT 12/5/2022
LG Capital Management, LP 5/16/2016
LGL PARTNERS, LLC Philadelphia, PA 5/14/2026
LGT CAPITAL PARTNERS LTD. Pfaeffikon, V8 5/11/2026
LGT Financial Advisors LLC Dallas, TX 4/28/2026
LGT Fund Management Co Ltd. Vaduz, N2 4/28/2026
LGT Group Foundation Vaduz, N2 4/28/2026
LH Capital Markets, LLC 11/14/2022
LHM, INC. Sandy, UT 5/14/2026
Li Winifred I 2/19/2015
Liberty 77 Capital L.P. Washington, DC 5/13/2026
Liberty Atlantic Advisors LLC Allen, TX 4/27/2026
Liberty Capital Management, Inc. Birmingham, MI 1/26/2026
Liberty Mutual Group Asset Management Inc. Boston, MA 5/15/2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC Libertyville, IL 5/14/2026
LIBERTY SQUARE WEALTH PARTNERS LLC Bethlehem, PA 5/7/2026
Liberty Street Advisors, Inc. New York, NY 5/7/2026
LIBERTY WEALTH MANAGEMENT LLC Oakland, CA 5/12/2026
LIBRA ADVISORS LLC 11/14/2014
LIBRA WEALTH LLC Los Gatos, CA 4/28/2026
Library Research Ltd 2/9/2024
Lido Advisors, LLC Los Angeles, CA 5/13/2026
Life Cycle Investment Partners Ltd London, X0 5/12/2026
LIFE LINE WEALTH MANAGEMENT LLC Beverly Hills, CA 4/9/2026
Life Planning Partners, Inc Jacksonville, FL 4/28/2026
LifeGoal Investments, LLC Saratoga Springs, NY 4/14/2026
LifeGuide Financial Advisors, LLC Mechanicsburg, PA 4/8/2026
LIFELONG WEALTH ADVISORS, INC. Arden Hills, MN 4/16/2026
LifePlan Financial Group, Inc 10/30/2020
LifePlan Financial, LLC Mankato, MN 4/14/2026
LifePlan Investment Advisors, Inc. Raleigh, NC 5/14/2026
LifePro Asset Management 10/9/2024
LifeSteps Financial, Inc. Claremont, CA 4/22/2026
Lifestyle Asset Management, Inc. Friendswood, TX 4/10/2026
Lifetime Wealth Management P.C. Rockwall, TX 5/15/2026
LifeWealth Investments, LLC Winter Garden, FL 4/20/2026
Lifeworks Advisors, LLC Grand Rapids, MI 5/4/2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) Reykjavik, K6 6/10/2026
LiftPoint Family Wealth Advisors LLC Far Hills, NJ 4/29/2026
Light Sky Macro LP 5/6/2022
LIGHT STREET CAPITAL MANAGEMENT, LLC Palo Alto, CA 5/15/2026
Lighthouse Financial Advisors, Inc. 5/10/2021
Lighthouse Financial LLC Largo, FL 5/13/2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea, CA 4/15/2026
Lighthouse Investment Partners, LLC Palm Beach Gardens, FL 5/14/2026
Lighthouse Wealth Management Inc. Ashland, OH 4/23/2026
Lightrock Netherlands B.V. Utrecht, P7 5/6/2026
Lightspeed Management Company, L.L.C. Menlo Park, CA 5/15/2026
Lightspeed Opportunity Fund, L.P. 11/14/2024
Lightspeed Ultimate General Partner IX, Ltd. 11/14/2023
Lightspeed Ultimate General Partner Select III, Ltd. 11/14/2022
LightSquare Wealth Management, LLC Bingham Farms, MI 5/11/2026
Lightyear Capital LLC 5/12/2017
LILLEY & CO Tecumseh, MI 7/14/2014
LILLY ENDOWMENT INC Indianapolis, IN 4/20/2026
Lime Rock Management LP 11/14/2018
Limestone Investment Advisors LP New York, NY 5/15/2026
Limestone Value Partners, LLC 11/10/2016
LINCLUDEN MANAGEMENT LTD Mississauga, A6 5/13/2026
LINCOLN CAPITAL CORP East Greenwich, RI 4/16/2026
Lincoln Capital LLC Lincoln, NE 5/1/2026
LINCOLN NATIONAL CORP Radnor, PA 5/4/2026
Lind Value II ApS Aarhus C, G7 5/11/2026
Lindbrook Capital, LLC 5/5/2025
LINDEN ADVISORS LP New York, NY 5/15/2026
Linden Rose Investment LLC Sugar Land, TX 5/5/2026
Linden Thomas Advisory Services, LLC Charlotte, NC 4/10/2026
Lindenstone AG 10/29/2025
Lindenwold Advisors, INC Reading, PA 12/16/2025
Lindsell Train Ltd London, X0 4/24/2026
Lineage Point Capital LP Palm Beach, FL 5/15/2026
Lineweaver Wealth Advisors, LLC Valley View, OH 4/8/2026
Lingohr Asset Management GmbH 11/4/2025
Lingotto Investment Management LLP London, X0 5/14/2026
Link Fund Solutions Ltd 7/7/2020
Linker Capital Management Inc. 8/14/2023
Linonia Partnership LP New York, NY 5/15/2026
Linscomb Wealth, Inc. Houston, TX 5/11/2026
Linse Capital LLC 10/23/2024
Linse Capital Management PR LLC 2/14/2024
Lion Long Term Partners LP 1/13/2023
Lion Point Capital, LP New York, NY 5/15/2026
Lion Street Advisors, LLC 11/10/2025
LionEye Capital Management LLC 5/16/2016
Lionsbridge Wealth Management LLC Jacksonville Beach, FL 5/15/2026
Lionshead Wealth Management, LLC New York, NY 5/11/2026
Lionstone Capital Management LLC New York, NY 5/15/2026
Liontrust Investment Partners LLP London, X0 5/20/2026
Lipe & Dalton Syracuse, NY 4/29/2026
Liquid Strategies, LLC Atlanta, GA 5/1/2026
Lisanti Capital Growth, LLC New York, NY 5/6/2026
Litespeed Management, L.L.C. 8/14/2020
Litman Gregory Wealth Management LLC Larkspur, CA 2/12/2026
Little Harbor Advisors, LLC Marblehead, MA 5/15/2026
LITTLE HOUSE CAPITAL LLC Braintree, MA 5/7/2026
LITTLEJOHN & CO LLC Greenwich, CT 5/14/2026
LITTLEJOHN FINANCIAL SERVICES, INC. Roseburg, OR 4/23/2026
Live Oak Investment Partners Austin, TX 4/29/2026
Live Oak Private Wealth LLC Wilmington, NC 4/20/2026
Live Your Vision, LLC 4/25/2019
Livelsberger Financial Advisory Ashland, OH 1/7/2026
Livet Wealth, LLC Salt Lake City, UT 4/24/2026
Livforsakringsbolaget Skandia, Omsesidigt Stockholm, V7 5/5/2026