Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Meixler Investment Management, Ltd. Show Low, AZ 8/3/2026
Meketa Capital, LLC 2/18/2025
MEKETA INVESTMENT GROUP INC /ADV Westwood, MA 2/11/2026
MELFA WEALTH MANAGEMENT, INC. Westborough, MA 7/24/2026
Melia Wealth LLC Tulsa, OK 8/17/2026
Melone Private Wealth, LLC Auburn Hills, MI 7/9/2026
Melqart Asset Management (UK) Ltd London, X0 8/14/2026
Melvin Capital Management LP 10/5/2023
Members Advisory Group LLC Williamsville, NY 7/15/2026
MEMBERS CAPITAL ADVISORS INC Madison, WI 8/4/2026
Members Trust Co Tampa, FL 7/31/2026
MEMBERS WEALTH LLC Media, PA 7/9/2026
Memorial Sloan Kettering Cancer Center 11/14/2023
Menard Financial Group LLC Houston, TX 8/7/2026
Mendel Capital Management LLC Little Rock, AR 7/21/2026
Mendel Money Management Northbrook, IL 7/30/2026
MENDON CAPITAL ADVISORS CORP Key Largo, FL 8/11/2026
Mendota Financial Group, LLC Madison, WI 7/9/2026
Mengis Capital Management, Inc. Portland, OR 7/28/2026
MENLO ADVISORS LLC 8/6/2025
Menlo Ventures Management, L.P. Menlo Park, CA 8/10/2026
MENORA MIVTACHIM HOLDINGS LTD. Ramat Gan, L3 8/13/2026
MENTA CAPITAL LLC 8/7/2019
Meramec Financial Planners, LLC Saint Louis, MO 7/28/2026
Mercato Management Legacy, LLC Cottonwood Heights, UT 7/28/2026
Mercato Partners Growth III GP, LLC Cottonwood Heights, UT 2/17/2026
MERCATOR ASSET MANAGEMENT L P 10/20/2015
Mercator Fund (Cayman Master) LP 1/21/2020
Mercer Capital Advisers, Inc. 10/27/2021
MERCER GLOBAL ADVISORS INC /ADV Denver, CO 8/19/2026
Mercer Investments LLC 5/14/2024
Merchants' Gate Capital LP 2/17/2015
Merck & Co., Inc. Rahway, NJ 8/7/2026
Mercuria Capital Strategies, LLC Houston, TX 7/30/2026
Meredith Wealth Planning Maryville, IL 7/24/2026
Merewether Investment Management, LP Dallas, TX 8/14/2026
MERIAN GLOBAL INVESTORS (UK) Ltd 7/13/2020
Meridian Financial Advisors, LLC Holliston, MA 7/22/2026
Meridian Financial Partners LLC Warrenton, VA 7/24/2026
MERIDIAN INVESTMENT COUNSEL INC. Lafayette, CA 7/22/2026
MERIDIAN MANAGEMENT CO Little Rock, AR 8/4/2026
Meridian Wealth Advisors, LLC Austin, TX 8/14/2026
Meridian Wealth Management, LLC Lexington, KY 8/5/2026
Meridian Wealth Partners, LLC Exton, PA 8/12/2026
Meridiem Capital Partners LP Dallas, TX 8/14/2026
Merion Investment Management LP 2/14/2018
Meristem Family Wealth, LLC 11/14/2022
Merit Financial Group, LLC Alpharetta, GA 7/20/2026
Merit Investment Management, LLC Wilmington, DE 2/11/2014
Meritage Group LP San Francisco, CA 8/13/2026
MERITAGE PORTFOLIO MANAGEMENT Overland Park, KS 1/27/2026
Meritas Wealth Management, LLC San Rafael, CA 7/21/2026
Meritech Capital Associates II L.L.C. 11/14/2019
Meritech Capital Associates III L.L.C. 11/14/2019
Meritech Capital Associates IV L.L.C. 11/14/2022
Meritech Capital Associates V L.L.C. Palo Alto, CA 8/14/2026
Meritech Capital Associates VI L.L.C. 11/14/2023
Merited Wealth, LLC North Bay Village, FL 8/14/2026
Meriwether Wealth & Planning, LLC Minden, LA 7/8/2026
Merk Investments LLC Palo Alto, CA 8/14/2026
Merkkuri Wealth Advisors LLC Hicksville, NY 7/27/2026
Merlin Capital, Inc 5/13/2024
Meros Investment Management, LP Dallas, TX 8/14/2026
Merriman Wealth Management, LLC 2/13/2025
Merrion Investment Management Co, LLC Cranford, NJ 7/13/2026
Merrithew & Thorsten Inc San Diego, CA 7/31/2026
Meru Capital Group, LP 11/13/2020
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2/13/2025
Mesirow Financial Investment Management, Inc. Chicago, IL 7/22/2026
Mesirow Institutional Investment Management, Inc. 2/13/2025
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 5/9/2018
Metalmark Capital LLC 11/14/2014
Metalmark Management II LLC 5/11/2017
Metatron Capital SICAV plc 2/17/2022
Metatron Capital SICAV plc - Metatron Long Term Equity Fund Birkirkara, O1 7/29/2026
Metavasi Capital LP Larchmont, NY 8/14/2026
METEORA CAPITAL, LLC Boca Raton, FL 8/14/2026
Metis Global Partners, LLC San Diego, CA 8/10/2026
METLIFE INC New York, NY 8/13/2026
MetLife Investment Management, LLC Whippany, NJ 8/13/2026
Metropolis Capital Ltd Amersham, X0 7/22/2026
METROPOLITAN CAPITAL ADVISORS INC 2/16/2016
METROPOLITAN LIFE INSURANCE CO/NY New York, NY 8/13/2026
MEYER HANDELMAN CO Rye Brook, NY 8/3/2026
Mezzasalma Advisors, LLC Tinton Falls, NJ 8/10/2026
MFA WEALTH ADVISORS, LLC Pittsburgh, PA 7/13/2026
MFA Wealth Services Thousand Oaks, CA 7/21/2026
MFF Capital Investments Ltd Sydney, C3 8/11/2026
MFG WEALTH MANAGEMENT, INC. Indianapolis, IN 7/8/2026
MFN Partners Management, LP Boston, MA 8/12/2026
MGB Wealth Management, LLC Addison, TX 2/17/2026
MGG Investment Group LP 11/14/2024
MGO ONE SEVEN LLC Beachwood, OH 7/31/2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV Carlsbad, CA 7/28/2026
MHI Funds, LLC 5/5/2020
MHR FUND MANAGEMENT LLC New York, NY 8/14/2026
MIAMI CORP 2/4/2021
Miami Corp Management, LLC 2/8/2023
MIC Capital Management UK LLP London, X0 8/10/2026
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC 2/14/2023
Micawber Capital, LLC 11/3/2017
Michael & Susan Dell Foundation New York, NY 8/14/2026
Michael A. Dubis Financial Planning, LLC 4/15/2025
Michael Brady & Co., LLC Westlake, OH 8/13/2026
Michels Family Financial, LLC Fort Worth, TX 8/14/2026
Michelson Medical Research Foundation, Inc. Los Angeles, CA 8/14/2026
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11/12/2021
MID CONTINENT CAPITAL LLC/IL 10/22/2015
Mid-American Wealth Advisory Group, Inc. Kansas City, MO 7/16/2026
MIDAS MANAGEMENT CORP 7/9/2019
MidAtlantic Capital Management, Inc. Richmond, VA 8/10/2026
MIDDLETON & CO INC/MA Boston, MA 8/10/2026
MidFirst Bank Denver, CO 8/7/2026
MIDLAND WEALTH ADVISORS, LLC Effingham, IL 7/24/2026
Midway Capital Research & Management Chicago, IL 7/13/2026
Midwest Capital Advisors, LLC Grand Rapids, MI 7/28/2026
Midwest Financial Group LLC Overland Park, KS 7/21/2026
Midwest Financial Network, LLC Tinley Park, IL 7/7/2026
Midwest Financial Partners Investments, Inc. St. Cloud, MN 7/15/2026
Midwest Heritage Bank, FSB West Des Moines, IA 7/28/2026
MIDWEST INVESTMENT MANAGEMENT LLC 10/13/2017
Midwest Professional Planners, LTD. Wausau, WI 8/5/2026
Midwest Trust Co Overland Park, KS 8/4/2026
Midwest Wealth Management Inc. 5/25/2022
Midwestern Financial, LLC /IA Iowa City, IA 8/13/2026
MidWestOne Financial Group, Inc. Iowa City, IA 2/12/2026
MIG Capital, LLC Newport Beach, CA 2/17/2026
Migdal Insurance & Financial Holdings Ltd. Petach Tikva, L3 8/10/2026
MIK CAPITAL LLC 1/24/2018
MIK Capital, LP 2/11/2022
MILES CAPITAL, INC. 5/13/2020
Milestone Advisory Partners 11/8/2023
Milestone Asset Management Group, LLC Avon, CT 7/30/2026
MILESTONE ASSET MANAGEMENT, LLC Pittsburgh, PA 7/15/2026
Milestone Investment Advisors LLC Middleton, WI 8/14/2026
Milestone Resources Group Ltd Difc, C0 8/11/2026
MILESTONE WEALTH, LLC 11/16/2022
Milestones Administradora de Recursos Ltda. Jaragua Do Sul, D5 7/24/2026
Milestones Private Investment Advisors LLC Fairport, NY 7/24/2026
MILFAM LLC Stuart, FL 7/22/2026
MILFORD FUNDS LTD Auckland, Q2 7/30/2026
Militia Capital Management LLC Austin, TX 8/12/2026
Militia Capital Partners, LP Austin, TX 8/14/2026
Mill Capital Management, LLC Concord, NC 8/3/2026
Mill Creek Capital Advisors, LLC Conshohocken, PA 5/14/2026
Mill Road Capital Management LLC Greenwich, CT 8/14/2026
MILLBANK DARTMOOR PORTSMOUTH LLC Asheville, NC 8/14/2026
Millburn Ridgefield LLC /DE/ New York, NY 7/21/2026
Millennium Capital Advisors, LLC Little Rock, AR 7/28/2026
MILLENNIUM MANAGEMENT LLC New York, NY 8/14/2026
Millennium TVP Management Co., LLC 2/4/2022
Miller Capital Partners, Inc. Troy, MI 8/12/2026
Miller Financial Services LLC Marshall, MI 7/29/2026
Miller Global Investments, LLC Dallas, TX 7/1/2026
MILLER GREEN FINANCIAL SERVICES INC /ADV 1/14/2019
MILLER HOWARD INVESTMENTS INC /NY Kingston, NY 7/31/2026
Miller Investment Management, LP West Conshohocken, PA 8/13/2026
MILLER VALUE PARTNERS, LLC Sarasota, FL 8/14/2026
MILLER WEALTH ADVISORS, LLC Ouray, CO 7/29/2026
MILLIE CAPITAL MANAGEMENT, LLC 2/7/2018
Milliman Financial Risk Management LLC 11/4/2022
Millington Financial Advisors, LLC Naperville, IL 8/7/2026
MILLINGTON SECURITIES, LLC Red Bank, NJ 7/15/2026
Millrace Asset Group, Inc. 11/13/2024
Mills Wealth Advisors LLC Southlake, TX 7/7/2026
Millstone Evans Group, LLC Boulder, CO 8/11/2026
Millstreet Capital Management LLC Boston, MA 8/14/2026
MilWealth Group LLC Milwaukee, WI 8/3/2026
MINDSET WEALTH MANAGEMENT, LLC Indianapolis, IN 8/4/2026
Mine & Arao Wealth Creation & Management, LLC. Campbell, CA 7/23/2026
Minerva Advisors LLC Bala Cynwyd, PA 8/12/2026
MinichMacGregor Wealth Management, LLC Saratoga Springs, NY 7/16/2026
Mink Brook Asset Management LLC West Palm Beach, FL 8/14/2026
Minneapolis Portfolio Management Group, LLC Wayzata, MN 7/27/2026
MINOT CAPITAL, LP 11/13/2024
Minot DeBlois Advisors LLC Boston, MA 8/13/2026
Minot Wealth Management LLC 7/12/2022
Mint Tower Capital Management B.V. Amsterdam, P7 8/18/2026
MIO Partners, Inc. New York, NY 8/5/2026
Mirabaud & Cie SA Geneva, V8 7/8/2026
Mirabaud Asset Management (France) SAS Paris, I0 8/12/2026
Mirabaud Asset Management Ltd London, X0 8/12/2026
MIRABELLA FINANCIAL SERVICES LLP London, X0 7/31/2026
Mirador Capital Partners LP Pleasanton, CA 7/7/2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Causeway Bay, K3 8/14/2026
Mirae Asset Global Investments Co., Ltd. Seoul, M5 8/12/2026
MIRAE ASSET SECURITIES (USA) INC. New York, NY 8/5/2026
Miramar Capital, LLC Northbrook, IL 7/27/2026
Miramar Fiduciary Corp Reno, NV 8/13/2026
MIRIA Asset Management Ltd 11/13/2024
MIROVA Paris, I0 8/13/2026
Mirova US LLC Boston, MA 8/14/2026
MIRSKY FINANCIAL MANAGEMENT CORP. 2/8/2022
MISHPACHA HOLDINGS CORP Rio De Janeiro, D5 8/4/2026
Mission Creek Capital Partners, Inc. San Francisco, CA 8/14/2026
Mission Financial Group, LLC Honolulu, HI 8/12/2026
Mission Hills Financial Advisory, LLC San Diego, CA 8/14/2026
MISSION WEALTH MANAGEMENT, LP Santa Barbara, CA 7/20/2026
Missouri Education Pension Trust Jefferson City, MO 8/12/2026
Missouri Trust & Investment Co Springfield, MO 8/13/2026