Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Meriwether Wealth & Planning, LLC Minden, LA 4/9/2026
Merk Investments LLC Palo Alto, CA 5/15/2026
Merkkuri Wealth Advisors LLC Hicksville, NY 4/21/2026
Merlin Capital, Inc 5/13/2024
Meros Investment Management, LP Dallas, TX 5/14/2026
Merriman Wealth Management, LLC 2/13/2025
Merrion Investment Management Co, LLC Cranford, NJ 4/23/2026
Merrithew & Thorsten Inc San Diego, CA 5/1/2026
Meru Capital Group, LP 11/13/2020
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2/13/2025
Mesirow Financial Investment Management, Inc. Chicago, IL 4/21/2026
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
Metavasi Capital LP Larchmont, NY 5/15/2026
METEORA CAPITAL, LLC Boca Raton, FL 5/15/2026
Metis Global Partners, LLC San Diego, CA 5/7/2026
METLIFE INC New York, NY 5/14/2026
MetLife Investment Management, LLC Whippany, NJ 5/14/2026
Metropolis Capital Ltd Amersham, X0 4/22/2026
METROPOLITAN CAPITAL ADVISORS INC 2/16/2016
METROPOLITAN LIFE INSURANCE CO/NY New York, NY 5/14/2026
MEYER HANDELMAN CO Rye Brook, NY 4/20/2026
Mezzasalma Advisors, LLC Tinton Falls, NJ 4/17/2026
MFA WEALTH ADVISORS, LLC Pittsburgh, PA 4/20/2026
MFA Wealth Services Thousand Oaks, CA 4/21/2026
MFF Capital Investments Ltd Sydney, C3 5/4/2026
MFG WEALTH MANAGEMENT, INC. Indianapolis, IN 4/9/2026
MFN Partners Management, LP Boston, MA 5/14/2026
MGB Wealth Management, LLC Addison, TX 2/17/2026
MGG Investment Group LP 11/14/2024
MGO ONE SEVEN LLC Beachwood, OH 5/14/2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV Carlsbad, CA 5/1/2026
MHI Funds, LLC 5/5/2020
MHR FUND MANAGEMENT LLC New York, NY 5/15/2026
MIAMI CORP 2/4/2021
Miami Corp Management, LLC 2/8/2023
MIC Capital Management UK LLP London, X0 5/13/2026
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC 2/14/2023
Micawber Capital, LLC 11/3/2017
Michael & Susan Dell Foundation New York, NY 5/15/2026
Michael A. Dubis Financial Planning, LLC 4/15/2025
Michael Brady & Co., LLC Westlake, OH 4/15/2026
Michels Family Financial, LLC Fort Worth, TX 4/24/2026
Michelson Medical Research Foundation, Inc. Los Angeles, CA 5/15/2026
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 4/22/2026
MIDAS MANAGEMENT CORP 7/9/2019
MidAtlantic Capital Management, Inc. Richmond, VA 5/7/2026
MIDDLETON & CO INC/MA Boston, MA 5/8/2026
MidFirst Bank Denver, CO 5/15/2026
MIDLAND WEALTH ADVISORS, LLC Effingham, IL 5/7/2026
Midway Capital Research & Management Chicago, IL 4/13/2026
Midwest Capital Advisors, LLC Grand Rapids, MI 4/24/2026
Midwest Financial Group LLC Overland Park, KS 4/22/2026
Midwest Financial Network, LLC Tinley Park, IL 6/4/2026
Midwest Financial Partners Investments, Inc. St. Cloud, MN 4/23/2026
Midwest Heritage Bank, FSB West Des Moines, IA 4/15/2026
MIDWEST INVESTMENT MANAGEMENT LLC 10/13/2017
Midwest Professional Planners, LTD. Wausau, WI 5/5/2026
Midwest Trust Co Overland Park, KS 5/1/2026
Midwest Wealth Management Inc. 5/25/2022
Midwestern Financial, LLC /IA Iowa City, IA 5/5/2026
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 5/14/2026
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 5/14/2026
MILESTONE ASSET MANAGEMENT, LLC Pittsburgh, PA 4/15/2026
Milestone Investment Advisors LLC Middleton, WI 5/5/2026
Milestone Resources Group Ltd Difc, C0 5/7/2026
MILESTONE WEALTH, LLC 11/16/2022
Milestones Administradora de Recursos Ltda. Jaragua Do Sul, D5 5/12/2026
Milestones Private Investment Advisors LLC Fairport, NY 5/4/2026
MILFAM LLC Stuart, FL 4/24/2026
MILFORD FUNDS LTD Auckland, Q2 5/14/2026
Militia Capital Management LLC Austin, TX 6/12/2026
Militia Capital Partners, LP Las Vegas, NV 2/17/2026
Mill Capital Management, LLC Concord, NC 5/4/2026
Mill Creek Capital Advisors, LLC Conshohocken, PA 5/14/2026
Mill Road Capital Management LLC Greenwich, CT 5/15/2026
MILLBANK DARTMOOR PORTSMOUTH LLC Asheville, NC 5/12/2026
Millburn Ridgefield LLC /DE/ New York, NY 4/22/2026
Millennium Capital Advisors, LLC Little Rock, AR 5/11/2026
MILLENNIUM MANAGEMENT LLC New York, NY 5/15/2026
Millennium TVP Management Co., LLC 2/4/2022
Miller Capital Partners, Inc. Troy, MI 5/14/2026
Miller Financial Services LLC Marshall, MI 5/1/2026
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 4/20/2026
Miller Investment Management, LP West Conshohocken, PA 5/8/2026
MILLER VALUE PARTNERS, LLC Sarasota, FL 5/15/2026
MILLER WEALTH ADVISORS, LLC Ouray, CO 5/1/2026
MILLIE CAPITAL MANAGEMENT, LLC 2/7/2018
Milliman Financial Risk Management LLC 11/4/2022
Millington Financial Advisors, LLC Naperville, IL 5/8/2026
Millrace Asset Group, Inc. 11/13/2024
Mills Wealth Advisors LLC Southlake, TX 4/24/2026
Millstone Evans Group, LLC Boulder, CO 4/30/2026
Millstreet Capital Management LLC Boston, MA 5/15/2026
MilWealth Group LLC Milwaukee, WI 5/1/2026
MINDSET WEALTH MANAGEMENT, LLC Indianapolis, IN 4/22/2026
Mine & Arao Wealth Creation & Management, LLC. Campbell, CA 4/29/2026
Minerva Advisors LLC Bala Cynwyd, PA 5/12/2026
MinichMacGregor Wealth Management, LLC Saratoga Springs, NY 4/20/2026
Mink Brook Asset Management LLC West Palm Beach, FL 4/1/2026
Minneapolis Portfolio Management Group, LLC Wayzata, MN 5/4/2026
MINOT CAPITAL, LP 11/13/2024
Minot DeBlois Advisors LLC Boston, MA 5/8/2026
Minot Wealth Management LLC 7/12/2022
Mint Tower Capital Management B.V. Amsterdam, P7 5/4/2026
MIO Partners, Inc. New York, NY 4/28/2026
Mirabaud & Cie SA Geneva, V8 5/5/2026
Mirabaud Asset Management (France) SAS Paris, I0 5/13/2026
Mirabaud Asset Management Ltd London, X0 5/13/2026
MIRABELLA FINANCIAL SERVICES LLP London, X0 5/12/2026
Mirador Capital Partners LP Pleasanton, CA 4/8/2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Causeway Bay, K3 5/15/2026
Mirae Asset Global Investments Co., Ltd. Seoul, M5 5/4/2026
MIRAE ASSET SECURITIES (USA) INC. New York, NY 4/29/2026
Miramar Capital, LLC Northbrook, IL 5/11/2026
Miramar Fiduciary Corp Reno, NV 4/29/2026
MIRIA Asset Management Ltd 11/13/2024
MIROVA Paris, I0 5/14/2026
Mirova US LLC Boston, MA 5/11/2026
MIRSKY FINANCIAL MANAGEMENT CORP. 2/8/2022
MISHPACHA HOLDINGS CORP Rio De Janeiro, D5 5/7/2026
Mission Creek Capital Partners, Inc. San Francisco, CA 5/14/2026
Mission Financial Group, LLC Honolulu, HI 5/12/2026
Mission Hills Financial Advisory, LLC San Diego, CA 5/1/2026
MISSION WEALTH MANAGEMENT, LP Santa Barbara, CA 5/15/2026
Missouri Education Pension Trust Jefferson City, MO 5/6/2026
Missouri Trust & Investment Co Springfield, MO 5/14/2026
MITCHELL & PAHL PRIVATE WEALTH, LLC Oklahoma City, OK 4/24/2026
MITCHELL CAPITAL MANAGEMENT CO Leawood, KS 5/11/2026
MITCHELL GROUP INC 5/2/2019
MITCHELL MCLEOD PUGH & WILLIAMS INC Mobile, AL 4/24/2026
MITCHELL SINKLER & STARR/PA Philadelphia, PA 4/13/2026
Mithaq Capital SPC Al Malqa, Riyadh, T0 4/29/2026
Mithril II GP LP 11/12/2025
Mitra Capital LLC 11/14/2017
Mitsubishi UFJ Asset Management (UK) Ltd. London, X0 5/8/2026
Mitsubishi UFJ Asset Management Co., Ltd. Tokyo, M0 5/12/2026
MITSUBISHI UFJ FINANCIAL GROUP INC New York, NY 5/11/2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Tokyo, M0 4/29/2026
MITSUBISHI UFJ SECURITIES (USA), Inc. 10/19/2015
Mitsubishi UFJ Securities Holdings Co., Ltd. 11/13/2020
Mitsubishi UFJ Trust & Banking Corp Tokyo, M0 5/12/2026
MITSUI SUMITOMO INSURANCE CO LTD Tokyo, M0 5/14/2026
Mittelman Wealth Management Andover, MA 5/15/2026
MITTLEMAN INVESTMENT MANAGEMENT, LLC 8/10/2022
Miura Global Management, LLC New York, NY 5/14/2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) Tel Aviv, L3 5/13/2026
Mizuho Asset Management Co.,Ltd. 11/14/2016
Mizuho Bank, Ltd. Tokyo, M0 5/14/2026
MIZUHO FINANCIAL GROUP INC 2/14/2019
MIZUHO MARKETS AMERICAS LLC New York, NY 5/14/2026
Mizuho Markets Cayman LP New York, NY 5/13/2026
Mizuho Securities Co. Ltd. Tokyo, M0 5/6/2026
MIZUHO SECURITIES USA LLC New York, NY 5/11/2026
MIZUHO SECURITIES USA LLC 5/12/2025
Mizuho Trust & Banking Co., Ltd. 10/21/2021
MJP ASSOCIATES INC /ADV Farmington, CT 5/5/2026
MJT & Associates Financial Advisory Group, Inc. Montevideo, MN 7/6/2026
MKA Charitable Fund San Francisco, CA 4/27/2026
MKD WEALTH COACHES, LLC Troy, MI 4/13/2026
MKP Capital Management, L.L.C. New York, NY 5/14/2026
MKT Advisors LLC Carlsbad, CA 4/10/2026
ML & R WEALTH MANAGEMENT LLC 5/14/2024
MLP3, LLC Linwood, NJ 4/13/2026
MM Capital LLC 11/9/2021
MMA ASSET MANAGEMENT LLC New York, NY 4/8/2026
MMBG INVESTMENT ADVISORS CO. Miami, FL 4/30/2026
MMCAP International Inc. SPC Grand Cayman, E9 5/15/2026
MML INVESTORS SERVICES, LLC Springfield, MA 5/4/2026
Mn Services Vermogensbeheer B.V. The Hague, P7 4/30/2026
MN Wealth Advisors, LLC Overland Park, KS 4/22/2026
Moab Capital Partners LLC 11/15/2021
Mobius Capital Management, LLC 10/30/2018
Model Capital Management LLC 5/2/2022
Modera Wealth Management, LLC Westwood, NJ 5/6/2026
Modern Wealth Management, LLC Kansas City, MO 5/14/2026
Modus Advisors, LLC Excelsior, MN 5/4/2026
Moelis Asset Management LP 8/1/2023
Moerus Capital Management LLC New York, NY 5/14/2026
MOGY JOEL R INVESTMENT COUNSEL INC Beverly Hills, CA 4/15/2026
Mohican Financial Management, LLC 7/28/2021
Moisand Fitzgerald Tamayo, LLC Orlando, FL 4/14/2026
MOKAN Wealth Management Inc. Overland Park, KS 5/1/2026
Mokosak Advisory Group, LLC Urbandale, IA 4/28/2026
MOLLER WEALTH PARTNERS Northfield, IL 4/14/2026
Moloney Securities Asset Management, LLC 11/5/2025
Moment Partners, LLC San Francisco, CA 5/4/2026