Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Lattice Capital Management, LLC Kirkland, WA 8/13/2026
Lattice Strategies LLC 5/8/2019
LAU ASSOCIATES LLC 2/5/2020
Lauer Wealth, LLC Valparaiso, IN 7/15/2026
Laura & John Arnold Foundation Houston, TX 8/14/2026
Laurel Grove Capital, LLC 10/12/2018
LAUREL OAK WEALTH MANAGEMENT, LLC Marlton, NJ 7/21/2026
Laurel Wealth Advisors LLC Charlotte, NC 7/17/2026
Laurel Wealth Advisors, Inc. 2/14/2023
Laurel Wealth Planning LLC Edina, MN 7/30/2026
Laurion Capital Management LP New York, NY 8/13/2026
Laurore Ltd Hong Kong, K3 8/14/2026
Laurus Global Equity Management Inc. Toronto, A6 4/1/2026
Lauterbach Financial Advisors, LLC El Paso, TX 7/27/2026
Lavaca Capital LLC Houston, TX 8/14/2026
LAVELLE CAPITAL LP San Francisco, CA 7/22/2026
LAWOOD & CO Williamsport, PA 7/13/2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Omaha, NE 7/28/2026
Layline Advisors, LLC Rochester, NY 8/20/2026
LAZARD ASSET MANAGEMENT LLC New York, NY 8/14/2026
Lazard Freres Gestion S.A.S. Paris, I0 8/6/2026
LAZARI CAPITAL MANAGEMENT, INC. Woodland Hills, CA 7/22/2026
LB Partners LLC Charlottesville, VA 7/30/2026
LBA Wealth Management, LLC 5/9/2017
LBJ Family Wealth Advisors, Ltd. Austin, TX 7/14/2026
LBMC INVESTMENT ADVISORS, LLC Brentwood, TN 8/10/2026
LBN Advisers Ltd 10/29/2015
LBP AM SA Paris, I0 7/24/2026
LCC Family Corp. Toronto, A6 8/13/2026
LCM Capital Management Inc Chicago, IL 7/30/2026
LCNB CORP Lebanon, OH 8/10/2026
LCW Services, LLC Virginia Beach, VA 7/30/2026
LDIC Inc. Toronto, A6 7/13/2026
LDR Capital Management LLC New York, NY 8/11/2026
Lead Edge Capital Management, LLC New York, NY 8/14/2026
Leading Edge Financial Planning LLC Knoxville, TN 8/6/2026
Leading Securities Co Ltd 11/6/2025
Leap Investments LP 8/3/2020
LEAVELL INVESTMENT MANAGEMENT, INC. Mobile, AL 7/21/2026
Lebenthal Asset Management, LLC 5/15/2017
Lebenthal Global Advisors, LLC Hauppauge, NY 7/30/2026
Lebenthal Holdings,LLC 8/19/2016
Lebenthal Wealth Advisors, LLC 8/11/2016
LECAP ASSET MANAGEMENT LTD London, X0 7/30/2026
LeClair Wealth Partners LLC Dublin, OH 8/4/2026
LeConte Wealth Management, LLC Maryville, TN 8/7/2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA Long Beach, CA 7/10/2026
Ledge Wealth Management, Inc. 1/24/2024
Ledgewood Wealth Advisors, LLC Exeter, NH 7/8/2026
Ledyard National Bank Hanover, NH 7/16/2026
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 7/21/2026
Lee Equity Partners, LLC 2/13/2019
Lee Financial Co Dallas, TX 7/22/2026
Lee Financial Group Hawaii, Inc. 4/24/2024
LEE JOHNSON CAPITAL MANAGEMENT, LLC Fort Worth, TX 8/7/2026
Lee, Kelleher & Klein Wealth Management Ellicott City, MD 7/10/2026
Leelyn Smith, LLC Geneva, IL 7/23/2026
Leeward Financial Partners, LLC Bellevue, WA 8/6/2026
Leeward Investments, LLC - MA Boston, MA 7/29/2026
Left Brain Wealth Management, LLC Naperville, IL 7/30/2026
Legacies Wealth LLC Minnetonka, MN 7/22/2026
Legacy Advisors, LLC Plymouth Meeting, PA 7/24/2026
Legacy Advisory Services, LLC Exton, PA 7/21/2026
Legacy Bridge, LLC West Des Moines, IA 8/13/2026
Legacy Capital Group California, Inc. Los Gatos, CA 7/29/2026
Legacy Capital Partners, Inc. 4/11/2022
LEGACY CAPITAL WEALTH MANAGEMENT, LLC The Woodlands, TX 8/13/2026
Legacy Capital Wealth Partners, LLC Little Rock, AR 8/12/2026
Legacy CG, LLC Plano, TX 7/22/2026
Legacy Edge Advisors, LLC Syosset, NY 8/17/2026
Legacy Financial Advisors, Inc. Covington, KY 8/5/2026
Legacy Financial Group LLC Des Moines, IA 8/5/2026
LEGACY FINANCIAL GROUP, INC. Tulsa, OK 7/30/2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC Louisville, KY 8/10/2026
Legacy Financial Strategies, LLC Overland Park, KS 7/21/2026
Legacy Investment Solutions, LLC 8/6/2025
Legacy PCG, LLC Irvine, CA 8/12/2026
Legacy Private Trust Co. Neenah, WI 7/21/2026
LEGACY SOLUTIONS, LLC Kennett Square, PA 7/6/2026
Legacy Trust Grand Rapids, MI 7/31/2026
Legacy Wealth Advisors, LLC North Miami Beach, FL 8/14/2026
Legacy Wealth Asset Management, LLC Woodbury, MN 7/9/2026
Legacy Wealth Management, LLC Memphis, TN 7/9/2026
Legacy Wealth Management, LLC / MS Ridgeland, MS 7/8/2026
Legacy Wealth Managment, LLC/ID Boise, ID 8/13/2026
Legacy Wealth Partners, Inc. 8/16/2021
Legacy Wealth Partners, LLC Lakewood, CO 7/22/2026
Legacy Wealth Planning, LLC 11/10/2022
Legal & General Group Plc London, X0 8/14/2026
Legal Advantage Investments, Inc. Los Altos Hills, CA 7/15/2026
Legato Capital Management LLC San Francisco, CA 8/6/2026
Legend Capital Advisors LLC New York, NY 8/14/2026
Legend Financial Advisors, Inc. Pittsburgh, PA 7/20/2026
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 8/14/2026
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 7/14/2026
Leicht Financial Planning & Wealth Management, Inc. Parsippany, NJ 7/22/2026
LEIGH BALDWIN & CO., LLC Cazenovia, NY 8/13/2026
Leisure Capital Management Costa Mesa, CA 7/24/2026
Leith Wheeler Investment Counsel Ltd. Vancouver, A1 8/5/2026
LeJeune Puetz Investment Counsel LLC 5/3/2023
LENNAR CORP /NEW/ Miami, FL 8/13/2026
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 8/17/2026
Leo Wealth, LLC Hurst, TX 5/5/2026
Leonard Capital Management, Inc. 11/14/2016
Leonard Green & Partners, L.P. Los Angeles, CA 8/14/2026
Leonard Rickey Investment Advisors P.L.L.C. Yakima, WA 7/23/2026
Leonetti & Associates, LLC 2/19/2019
Leonteq Securities AG Zurich, V8 7/27/2026
Lepercq De Neuflize Asset Management LLC New York, NY 8/13/2026
Lepercq Multi-Asset Fund 2/27/2025
Lesa Sroufe & Co Seattle, WA 7/22/2026
Leslie Global Wealth, LLC Itasca, IL 7/21/2026
Lester Murray Antman dba SimplyRich Carlsbad, CA 7/31/2026
LETKO, BROSSEAU & ASSOCIATES INC Montreal, A8 8/13/2026
LETSON INVESTMENT MANAGEMENT, INC. Atlanta, GA 8/6/2026
LEUTHOLD GROUP, LLC Minneapolis, MN 8/4/2026
LeVasseur Capital Partners LLC 11/14/2016
LeVasseur Gilbert E Jr 11/14/2016
Level Financial Advisors East Amherst, NY 7/15/2026
LEVEL FOUR ADVISORY SERVICES, LLC Dallas, TX 8/10/2026
LEVEL FOUR FINANCIAL, LLC 10/12/2021
Level Wealth Management LLC Greensboro, NC 7/28/2026
Leverage Partners Absolute Return Fund SPC 2/7/2025
Leverty Financial Group, LLC Hudson, WI 7/10/2026
LEVIN CAPITAL STRATEGIES, L.P. New York, NY 7/31/2026
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 7/21/2026
LEWIS CAPITAL MANAGEMENT, LLC 11/8/2023
LexAurum Advisors, LLC Overland Park, KS 7/15/2026
LEXINGTON ADVISORS INC /ADV 2/14/2019
Lexington Hill Partners, LLC Dallas, TX 7/8/2026
Lexington Partners L.P. New York, NY 8/7/2026
Lexington Partners VI Holdings Sub LLC 2/16/2016
Lexington Partners VI Holdings, LLC 5/15/2015
LFA - Lugano Financial Advisors SA Lugano, V8 7/28/2026
LFG Wealth Partners, LLC Elizabethtown, KY 8/4/2026
LFL Advisers, LLC Evanston, IL 8/13/2026
LFS ASSET MANAGEMENT 12/5/2022
LG Capital Management, LP 5/16/2016
LGL PARTNERS, LLC Philadelphia, PA 7/27/2026
LGT CAPITAL PARTNERS LTD. Pfaeffikon, V8 8/5/2026
LGT Financial Advisors LLC Dallas, TX 7/24/2026
LGT Fund Management Co Ltd. Vaduz, N2 8/10/2026
LGT Group Foundation Vaduz, N2 8/10/2026
LH Capital Markets, LLC 11/14/2022
LHM, INC. Sandy, UT 8/12/2026
Li Winifred I 2/19/2015
Liberty 77 Capital L.P. Washington, DC 8/14/2026
Liberty Atlantic Advisors LLC Allen, TX 7/21/2026
Liberty Capital Management, Inc. Birmingham, MI 7/17/2026
Liberty Mutual Group Asset Management Inc. Boston, MA 8/14/2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC Libertyville, IL 8/13/2026
LIBERTY SQUARE WEALTH PARTNERS LLC Bethlehem, PA 8/10/2026
Liberty Street Advisors, Inc. New York, NY 8/6/2026
LIBERTY WEALTH MANAGEMENT LLC Oakland, CA 8/5/2026
LIBRA ADVISORS LLC 11/14/2014
LIBRA WEALTH LLC Los Gatos, CA 8/6/2026
Library Research Ltd 2/9/2024
Lido Advisors, LLC Los Angeles, CA 8/7/2026
Life Cycle Investment Partners Ltd London, X0 8/13/2026
LIFE LINE WEALTH MANAGEMENT LLC Beverly Hills, CA 4/9/2026
Life Planning Partners, Inc Jacksonville, FL 7/21/2026
LifeGoal Investments, LLC Saratoga Springs, NY 7/8/2026
LifeGuide Financial Advisors, LLC Mechanicsburg, PA 7/9/2026
LIFELONG WEALTH ADVISORS, INC. Arden Hills, MN 7/16/2026
LifePlan Financial Group, Inc 10/30/2020
LifePlan Financial, LLC Mankato, MN 7/21/2026
LifePlan Investment Advisors, Inc. Raleigh, NC 8/11/2026
LifePro Asset Management 10/9/2024
LifeSteps Financial, Inc. Claremont, CA 7/17/2026
Lifestyle Asset Management, Inc. Friendswood, TX 7/20/2026
Lifetime Wealth Management P.C. Rockwall, TX 8/14/2026
LifeWealth Investments, LLC Winter Garden, FL 7/16/2026
Lifeworks Advisors, LLC Grand Rapids, MI 8/14/2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) Reykjavik, K6 7/27/2026
LiftPoint Family Wealth Advisors LLC Far Hills, NJ 8/5/2026
Light Sky Macro LP 5/6/2022
LIGHT STREET CAPITAL MANAGEMENT, LLC Palo Alto, CA 8/14/2026
Lighthouse Financial Advisors, Inc. 5/10/2021
Lighthouse Financial LLC Largo, FL 8/13/2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea, CA 7/15/2026
Lighthouse Investment Partners, LLC Palm Beach Gardens, FL 8/14/2026
Lighthouse Wealth Management Inc. Ashland, OH 7/22/2026
Lightrock Netherlands B.V. Utrecht, P7 8/10/2026