Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
LYELL WEALTH MANAGEMENT, LP Menlo Park, CA 8/5/2026
Lykos Global Management, LP Stamford, CT 8/14/2026
LYNCH & ASSOCIATES/IN Evansville, IN 7/13/2026
Lynch Asset Management, Inc. Newtown, PA 8/6/2026
Lynch Investment Planning, LLC Newtown Square, PA 7/17/2026
Lynrock Lake LP Rye Brook, NY 8/14/2026
Lynwood Capital Management Inc. 5/10/2024
LYNWOOD PRICE CAPITAL MANAGEMENT LP Austin, TX 8/6/2026
LYNX CAPITAL GROUP LTD /ADV Beachwood, OH 8/12/2026
Lynx Investment Advisory Washington, Dc, DC 7/27/2026
Lynx1 Capital Management LP Dorado, PR 8/13/2026
Lyon Street Capital, LLC 5/16/2022
Lyons Wealth Management, LLC. 2/13/2020
LYRICAL ASSET MANAGEMENT LP New York, NY 8/12/2026
Lyxor Asset Management Inc. 11/14/2019
M & L Capital Management Ltd London, X0 7/14/2026
M Financial Asset Management, Inc. 2/3/2025
M Holdings Securities, Inc. Portland, OR 8/11/2026
M Wealth Management, LLC San Diego, CA 7/27/2026
M&G INVESTMENT MANAGEMENT LTD 5/8/2024
M&G INVESTMENTS (USA) INC. 5/8/2024
M&G Plc London, X0 8/6/2026
M&R CAPITAL MANAGEMENT INC 10/2/2024
M&R Follow-On Fund Management, LP 11/9/2017
M&T BANK CORP Buffalo, NY 8/4/2026
M. Kraus & Co Shelburne, VT 7/29/2026
M. Kulyk & Associates, LLC Decatur, GA 8/7/2026
M.D. Sass, LLC New York, NY 8/7/2026
M.E. ALLISON & CO., INC. San Antonio, TX 7/7/2026
M1 Capital Management LLC Troy, MI 8/11/2026
M28 Capital Management LP Stamford, CT 8/13/2026
M3 Advisory Group, LLC Needham Heights, MA 7/24/2026
M3 Wealth Management, LLC North Royalton, OH 8/6/2026
M37 Management LP Menlo Park, CA 8/14/2026
M3F, Inc. Salt Lake City, UT 8/13/2026
Ma Investment Partnership, LP Hillsborough, CA 8/14/2026
MA Private Wealth San Carlos, CA 7/28/2026
MAC Alpha Capital Management, LP Tampa, FL 8/14/2026
Macco Financial Group, Inc. Green Bay, WI 8/7/2026
Macellum Advisors, LP 11/14/2024
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 2/11/2019
Mach-1 Financial Group, LLC Rogers, AR 7/29/2026
Machina Capital S.A.S. Paris, I0 8/10/2026
MACKAY SHIELDS LLC New York, NY 7/28/2026
MACKENZIE FINANCIAL CORP Toronto Ontario, A6 8/13/2026
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 10/1/2019
MACQUARIE GROUP LTD Sydney, Nsw 2000, C3 8/14/2026
Macquarie Investment Management LTD 8/15/2016
Macro Advisors, Inc. York, PA 8/11/2026
MACRO Consulting Group 8/16/2021
MACROVIEW INVESTMENT MANAGEMENT LLC Bethesda, MD 7/28/2026
MAD RIVER INVESTORS Boston, MA 8/3/2026
Madden Advisory Services, Inc. Jacksonville, FL 8/4/2026
MADDEN SECURITIES Corp Dallas, TX 7/24/2026
Mader & Shannon Wealth Management, Inc. Kansas City, MO 7/7/2026
Madison Asset Management, LLC Madison, WI 8/10/2026
Madison Avenue Partners, LP New York, NY 8/14/2026
MADISON DEARBORN PARTNERS LLC 11/10/2025
Madison International Global Alpha Realty, LP 11/14/2017
Madison International Realty Holdings, LLC New York, NY 7/31/2026
Madison Investment Advisors, LLC 2/11/2025
MADISON INVESTMENT HOLDINGS INC 11/13/2019
Madison Park Capital Advisors, LLC Seattle, WA 7/7/2026
Madison Scottsdale, LC Scottsdale, AZ 2/12/2014
Madison Street Partners, LLC 1/7/2016
MADISON WEALTH MANAGEMENT 11/7/2023
Madison Wealth Partners, Inc Madison, WI 8/12/2026
Madrid Financial Services Manhattan Beach, CA 8/18/2026
Madrid Wealth Management, LLC Albuquerque, NM 7/31/2026
Madrona Financial Services, LLC Everett, WA 7/17/2026
MADRONA FUNDS, LLC 11/5/2019
Madrona Venture Group, LLC Seattle, WA 2/13/2026
Madrone Advisors, LLC Denver, CO 8/13/2026
Madryn Asset Management, LP New York, NY 8/18/2026
Madryn Select Opportunities, LP 3/15/2022
Madson Wealth Advisors Inc Santa Rosa, CA 7/21/2026
Maestria Partners LLC Atlanta, GA 8/5/2026
MAGARIAN CAPITAL MANAGEMENT, LLC Marlton, NJ 8/12/2026
MAGEE THOMSON INVESTMENT PARTNERS LLC 4/21/2017
Magellan Asset Management Ltd Sydney, C3 8/12/2026
Magma Venture Partners General Partner Ltd. Tel Aviv, L3 8/10/2026
Magnetar Financial LLC Evanston, IL 8/14/2026
Magnitude Capital, LLC New York, NY 8/14/2026
MAGNOLIA CAPITAL ADVISORS LLC Ridgeland, MS 8/14/2026
MAGNOLIA CAPITAL MANAGEMENT LTD Cold Spring, NY 7/10/2026
MAGNOLIA GROUP, LLC Omaha, NE 8/12/2026
Magnolia Private Wealth, LLC Philadelphia, PA 8/5/2026
Magnolia Wealth Management, LLC Dothan, AL 7/14/2026
Magnum NGL HoldCo LLC 11/13/2017
Magnus Financial Group LLC New York, NY 7/9/2026
MAI Capital Management Independence, OH 8/14/2026
Maia Wealth LLC Denver, CO 7/28/2026
Maiden Cove Capital, LLC 2/10/2025
Mail.ru Group Ltd 11/6/2014
MAIMON WEALTH MANAGEMENT LTD. Ra'anana, L3 7/24/2026
Main Line Retirement Advisors, LLC Whitefish, MT 7/30/2026
Main Management ETF Advisors, LLC San Francisco, CA 8/14/2026
Main Management Fund Advisors LLC San Francisco, CA 8/14/2026
Main Management LLC San Francisco, CA 8/14/2026
Main Street Financial Solutions, LLC Newtown, PA 8/7/2026
Main Street Group, LTD Glen Allen, VA 7/13/2026
Main Street Research LLC Sausalito, CA 7/29/2026
MAINSAIL ASSET MANAGEMENT, LLC Birmingham, AL 8/12/2026
Mainsail Financial Group, LLC Bellevue, WA 7/15/2026
MAINSAIL MANAGEMENT COMPANY, LLC 11/6/2025
MAINSTAY CAPITAL MANAGEMENT LLC /ADV Grand Blanc, MI 8/12/2026
Mainstream Capital Management LLC Los Angeles, CA 7/15/2026
MainStreet Investment Advisors LLC Chicago, IL 8/12/2026
MAIRS & POWER INC St Paul, MN 8/14/2026
Maj Invest Holding A/S Copenhagen K, G7 7/9/2026
Majedie Asset Management Ltd 5/16/2022
MAK CAPITAL ONE LLC New York, NY 8/14/2026
Makaira Partners LLC La Jolla, CA 5/14/2026
MAKENA CAPITAL MANAGEMENT LLC Menlo Park, CA 8/10/2026
Malaga Cove Capital, LLC Pv Estates, CA 7/23/2026
Malka Meyer 11/14/2023
Mallini Complete Financial Planning LLC Gainesville, FL 7/8/2026
Maloon Powers Pitre Higgins & Dennehy, LLC San Ramon, CA 8/13/2026
MALTESE CAPITAL MANAGEMENT LLC New York, NY 8/14/2026
Maltin Wealth Management, Inc. Ridgewood, NJ 7/22/2026
Man Group plc London, X0 8/14/2026
Man Investment Partners (US) LP New York, NY 8/13/2026
Man Investments (CH) AG 2/14/2018
Man Investments Ltd 8/14/2014
MANA Advisors LLC 11/12/2021
MANAGED ACCOUNT ADVISORS LLC 8/14/2015
MANAGED ACCOUNT SERVICES INC 11/9/2021
MANAGED ASSET PORTFOLIOS, LLC Rochester, MI 8/6/2026
Manatuck Hill Partners, LLC Westport, CT 8/14/2026
Manchester Capital Management LLC Manchester, VT 8/13/2026
MANCHESTER FINANCIAL INC Westlake Village, CA 7/17/2026
Manchester Global Management (UK) Ltd London, X0 8/14/2026
Mandatum Life Insurance Co Ltd Helsinki, H9 8/3/2026
MANE GLOBAL CAPITAL MANAGEMENT LP New York, NY 8/14/2026
Mangham Associates,LLC 10/16/2023
Mango Five Family, Inc. 5/16/2024
Mango Investments LLC 5/16/2024
MANGROVE PARTNERS IM, LLC Greenwich, CT 8/14/2026
Manhattan West Asset Management, LLC Los Angeles, CA 8/11/2026
Manifold Partners, LLC 8/13/2019
Manikay Partners, LLC 11/15/2021
Maniro Ltd Nassau, C5 8/14/2026
Manitou Investment Management Ltd. Toronto, A6 7/7/2026
Maniyar Capital Advisors UK Ltd. 10/7/2022
Mann Financial Group, Inc. Detroit Lakes, MN 7/22/2026
MANNING & NAPIER ADVISORS LLC Fairport, NY 8/13/2026
Manning & Napier Group, LLC 4/15/2024
MANOR ROAD CAPITAL PARTNERS, LLC 1/27/2022
Manske Wealth Management Houston, TX 8/3/2026
Manteio Capital LLC 11/1/2022
Mantle Ridge LP New York, NY 8/14/2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE Toronto, A6 8/14/2026
Manuka Financial, LLC Richmond, VA 7/31/2026
Maple Capital Management, Inc. Montpelier, VT 8/13/2026
Maple Rock Capital Partners Inc. Toronto, A6 8/14/2026
MAPLE SECURITIES USA INC 8/14/2017
Maple-Brown Abbott Ltd 5/13/2025
MAPLELANE CAPITAL, LLC New York, NY 8/13/2026
MAR VISTA INVESTMENT PARTNERS LLC Los Angeles, CA 8/7/2026
MARATHON ASSET MANAGEMENT LLP 7/21/2021
MARATHON ASSET MANAGEMENT LP New York, NY 8/14/2026
Marathon Asset Management Ltd London, X0 8/14/2026
MARATHON CAPITAL MANAGEMENT Hunt Valley, MD 7/22/2026
Marathon Mission, Inc. Albany, NY 7/1/2026
Marathon Partners Equity Management, LLC New York, NY 8/13/2026
Marathon Strategic Advisors, LLC Pittsburgh, PA 7/16/2026
Marathon Trading Investment Management LLC Radnor, PA 8/12/2026
Marble Arch Investments, LP 8/14/2018
Marble Bar Asset Management LLP London, X0 8/14/2026
Marble Harbor Investment Counsel, LLC Boston, MA 8/7/2026
Marble Holdings, LLC 3/23/2018
Marble Wealth, LLC Montgomery, AL 8/7/2026
Marcato Capital Management LP 1/31/2020
March Altus Capital Management LP 11/7/2016
Marcho Partners LLP London, X0 8/6/2026
MARCO INVESTMENT MANAGEMENT LLC Atlanta, GA 8/3/2026
MARCUARD FAMILY OFFICE LTD 10/16/2014
Marcum Wealth, LLC 4/2/2025
Marcus Capital, LLC 11/13/2018
Maren Capital LLC Chicago, IL 8/13/2026
Marest Capital, LLC Encino, CA 8/5/2026
Marex Group Ltd London, X0 8/14/2026
Margaret A. Cargill Foundation 11/3/2017
MARIANAS FUND MANAGEMENT LLC 10/5/2018
Maridea Wealth Management LLC Brooklyn, NY 8/6/2026
MARIETTA INVESTMENT PARTNERS LLC Milwaukee, WI 8/12/2026
Marietta Wealth Management, LLC Marietta, GA 8/3/2026
Marin Bay Wealth Advisors, LLC San Anselmo, CA 8/10/2026
MARINER INVESTMENT GROUP LLC New York, NY 7/24/2026
Mariner Wealth Advisors-Cincinnati, LLC 11/13/2018
Mariner Wealth Advisors-NYC, LLC 5/14/2015
Mariner, LLC Overland Park, KS 8/13/2026
Marino Management, LLC Westport, CT 7/28/2026
MARINO, STRAM & ASSOCIATES LLC Braintree, MA 7/24/2026
Marion Wealth Management Monroeville, PA 7/16/2026
MARIPAU WEALTH MANAGEMENT LLC Fort Wayne, IN 8/11/2026
MARK ASSET MANAGEMENT LP New York, NY 8/14/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC Glastonbury, CT 8/13/2026
MARKEL GROUP INC. Glen Allen, VA 7/31/2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Indianapolis, IN 7/20/2026