Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Mirabaud Asset Management Ltd London, X0 2/4/2026
MIRABELLA FINANCIAL SERVICES LLP London, X0 2/17/2026
Mirador Capital Partners LP Pleasanton, CA 4/8/2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Causeway Bay, K3 2/17/2026
Mirae Asset Global Investments Co., Ltd. Seoul, M5 1/26/2026
MIRAE ASSET SECURITIES (USA) INC. New York, NY 2/11/2026
Miramar Capital, LLC Northbrook, IL 2/11/2026
Miramar Fiduciary Corp Reno, NV 1/27/2026
MIRIA Asset Management Ltd 11/13/2024
MIROVA Paris, I0 2/13/2026
Mirova US LLC Boston, MA 2/11/2026
MIRSKY FINANCIAL MANAGEMENT CORP. 2/8/2022
MISHPACHA HOLDINGS CORP Rio De Janeiro, D5 2/27/2026
Mission Creek Capital Partners, Inc. San Francisco, CA 2/12/2026
Mission Financial Group, LLC Honolulu, HI 3/25/2026
Mission Hills Financial Advisory, LLC San Diego, CA 2/2/2026
MISSION WEALTH MANAGEMENT, LP Santa Barbara, CA 2/5/2026
Missouri Education Pension Trust Jefferson City, MO 2/10/2026
Missouri Trust & Investment Co Springfield, MO 2/13/2026
MITCHELL & PAHL PRIVATE WEALTH, LLC Oklahoma City, OK 1/14/2026
MITCHELL CAPITAL MANAGEMENT CO Leawood, KS 2/10/2026
MITCHELL GROUP INC 5/2/2019
MITCHELL MCLEOD PUGH & WILLIAMS INC Mobile, AL 2/11/2026
MITCHELL SINKLER & STARR/PA Philadelphia, PA 2/11/2026
Mithaq Capital SPC Al Malqa, Riyadh, T0 2/10/2026
Mithril II GP LP 11/12/2025
Mitra Capital LLC 11/14/2017
Mitsubishi UFJ Asset Management (UK) Ltd. London, X0 2/6/2026
Mitsubishi UFJ Asset Management Co., Ltd. Tokyo, M0 2/3/2026
MITSUBISHI UFJ FINANCIAL GROUP INC New York, NY 2/4/2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Tokyo, M0 2/10/2026
MITSUBISHI UFJ SECURITIES (USA), Inc. 10/19/2015
Mitsubishi UFJ Securities Holdings Co., Ltd. 11/13/2020
Mitsubishi UFJ Trust & Banking Corp Tokyo, M0 1/30/2026
MITSUI SUMITOMO INSURANCE CO LTD Tokyo, M0 2/17/2026
Mittelman Wealth Management Andover, MA 2/17/2026
MITTLEMAN INVESTMENT MANAGEMENT, LLC 8/10/2022
Miura Global Management, LLC New York, NY 2/17/2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) Tel Aviv, L3 1/29/2026
Mizuho Asset Management Co.,Ltd. 11/14/2016
Mizuho Bank, Ltd. Tokyo, M0 2/12/2026
MIZUHO FINANCIAL GROUP INC 2/14/2019
MIZUHO MARKETS AMERICAS LLC New York, NY 2/6/2026
Mizuho Markets Cayman LP New York, NY 2/6/2026
Mizuho Securities Co. Ltd. Tokyo, M0 1/30/2026
MIZUHO SECURITIES USA LLC New York, NY 2/9/2026
MIZUHO SECURITIES USA LLC 5/12/2025
Mizuho Trust & Banking Co., Ltd. 10/21/2021
MJP ASSOCIATES INC /ADV Farmington, CT 2/6/2026
MJT & Associates Financial Advisory Group, Inc. Monteviceo, MN 4/2/2026
MKA Charitable Fund San Francisco, CA 2/11/2026
MKD WEALTH COACHES, LLC Troy, MI 1/12/2026
MKP Capital Management, L.L.C. New York, NY 2/10/2026
MKT Advisors LLC Carlsbad, CA 4/10/2026
ML & R WEALTH MANAGEMENT LLC 5/14/2024
MLP3, LLC Linwood, NJ 2/13/2026
MM Capital LLC 11/9/2021
MMA ASSET MANAGEMENT LLC New York, NY 4/8/2026
MMBG INVESTMENT ADVISORS CO. Miami, FL 2/9/2026
MMCAP International Inc. SPC Grand Cayman, E9 2/9/2026
MML INVESTORS SERVICES, LLC Springfield, MA 2/13/2026
Mn Services Vermogensbeheer B.V. The Hague, P7 1/15/2026
MN Wealth Advisors, LLC Overland Park, KS 2/2/2026
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 1/21/2026
Modern Wealth Management, LLC Lenexa, KS 2/17/2026
Modus Advisors, LLC Excelsior, MN 2/11/2026
Moelis Asset Management LP 8/1/2023
Moerus Capital Management LLC New York, NY 2/12/2026
MOGY JOEL R INVESTMENT COUNSEL INC Beverly Hills, CA 1/30/2026
Mohican Financial Management, LLC 7/28/2021
Moisand Fitzgerald Tamayo, LLC Orlando, FL 1/14/2026
MOKAN Wealth Management Inc. Overland Park, KS 1/26/2026
Mokosak Advisory Group, LLC Urbandale, IA 2/3/2026
MOLLER WEALTH PARTNERS Northfield, IL 1/8/2026
Moloney Securities Asset Management, LLC 11/5/2025
Moment Partners, LLC San Francisco, CA 2/10/2026
Momentous Wealth Management, Inc. Vancouver, WA 2/17/2026
Momentum Advisors, LLC 2/15/2023
Momentum Wealth Planning, LLC Estero, FL 1/28/2026
Monaco Asset Management SAM Monaco, O9 2/10/2026
Monarch Alternative Capital LP New York, NY 2/17/2026
MONARCH CAPITAL MANAGEMENT INC Fort Wayne, IN 1/23/2026
Monarch Partners Asset Management LLC 2/2/2023
Monashee Investment Management LLC Boston, MA 2/12/2026
Mondrian Investment Partners LTD London, X0 2/9/2026
MONECO ADVISORS, LLC Fairfield, CT 2/4/2026
Moneda S.A. Administradora General de Fondos Las Condes, Santiago, F3 2/17/2026
MONEDA USA, INC. 11/2/2023
MONETA GROUP INVESTMENT ADVISORS LLC St Louis, MO 2/12/2026
MONETARY MANAGEMENT GROUP INC St Louis, MO 2/11/2026
Monetary Solutions, Ltd Dayton, OH 2/23/2026
MONETTA FINANCIAL SERVICES INC Wheaton, IL 2/9/2026
MONEY CONCEPTS CAPITAL CORP Palm Beach Gardens, FL 2/4/2026
Money Design Co.,Ltd. 7/31/2025
MONEYWISE, INC. Forest, VA 2/5/2026
MONIMUS CAPITAL MANAGEMENT, LP Woodbridge, NJ 2/17/2026
MONOGRAPH WEALTH ADVISORS, LLC Manhattan Beach, CA 2/13/2026
Monolith Management Ltd Hong Kong, K3 2/17/2026
MONROE BANK & TRUST/MI 7/29/2019
MONROE HALL ASSET MANAGEMENT LLC 1/17/2017
MONTAG & CALDWELL, LLC 8/15/2025
MONTAG A & ASSOCIATES INC Atlanta, GA 2/2/2026
MONTAGE INVESTMENTS, LLC 11/10/2016
Montaka Global Pty Ltd Sydney, C3 2/17/2026
Montanaro Asset Management Ltd London, X0 3/10/2026
MONTCHANIN ASSET MANAGEMENT, LLC 2/20/2025
Monte Financial Group, LLC Guilford, CT 1/22/2026
Montecito Bank & Trust Santa Barbara, CA 1/9/2026
Monterey Private Wealth, Inc. 5/14/2025
MONTGOMERY INVESTMENT MANAGEMENT INC Rockville, MD 1/16/2026
Montis Financial, LLC Waltham, MA 2/11/2026
MONTPELIER RE HOLDINGS LTD 5/11/2015
MONTRUSCO BOLTON INVESTMENTS INC. Montreal, A8 1/29/2026
MontVue Capital Management, Inc. Lynchburg, VA 1/27/2026
Montz Harcus Wealth Management LLC New Orleans, LA 1/22/2026
Monument Capital Management Alexandria, VA 1/26/2026
Monument Group Wealth Advisors, LLC Concord, MA 1/15/2026
MONUMENTAL FINANCIAL GROUP INC. 10/21/2024
MOODY ALDRICH PARTNERS LLC Marblehead, MA 1/30/2026
MOODY LYNN & LIEBERSON, LLC Boston, MA 1/15/2026
MOODY NATIONAL BANK TRUST DIVISION Galveston, TX 4/9/2026
MOON CAPITAL MANAGEMENT LP New York, NY 2/17/2026
Moon Capital Management, LLC 8/24/2020
MOORE CAPITAL MANAGEMENT, LP New York, NY 2/17/2026
Moors & Cabot, Inc. Boston, MA 2/10/2026
MOR Wealth Management, LLC Philadelphia, PA 1/15/2026
Moran Wealth Management, LLC Naples, FL 1/26/2026
Morangie Management LLC New York, NY 1/16/2026
Moreno Evelyn V 2/9/2024
Morey & Quinn Wealth Partners, LLC Omaha, NE 1/27/2026
Morgan Creek Capital Management, LLC Chapel Hill, NC 2/17/2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Milwaukee, WI 2/13/2026
MORGAN JESS S & CO INC 10/21/2022
MORGAN STANLEY New York, NY 2/13/2026
Morgan Stanley Institutional Investment Advisors LLC Greenwood Village, CO 2/13/2026
MorganRosel Wealth Management, LLC Highlands Ranch, CO 2/13/2026
MORGENS WATERFALL VINTIADIS & CO INC New York, NY 2/17/2026
Morgenthaler Management Partners IX, LLC 2/11/2022
Mork Capital Management, LLC Healdsburg, CA 2/17/2026
Morling Financial Advisors, LLC Fremont, CA 2/6/2026
Morningstar Investment Management LLC Chicago, IL 2/9/2026
Morningstar Investment Services LLC 5/5/2025
Morris Capital Advisors, LLC 10/26/2022
MORRIS FINANCIAL CONCEPTS, INC. Mount Pleasant, SC 2/9/2026
Morse Asset Management, Inc Darien, CT 2/3/2026
Morton Brown Family Wealth, LLC Allentown, PA 1/28/2026
Morton Capital Management LLC/CA Calabasas, CA 2/3/2026
MORTON COMMUNITY BANK East Peoria, IL 2/13/2026
Mosaic Advisors LLC Houston, TX 2/18/2026
MOSAIC FAMILY WEALTH PARTNERS, LLC St. Louis, MO 2/13/2026
Mosaic Family Wealth, LLC 1/25/2022
MOSAIC FINANCIAL GROUP, LLC Chicago, IL 2/13/2026
Mosaic Financial Partners, Inc. 7/20/2018
MOSELEY INVESTMENT MANAGEMENT INC Bradenton, FL 1/20/2026
Moser Wealth Advisors, LLC 7/31/2025
Mosley Wealth Management Anaheim, CA 2/12/2026
Moss Adams Wealth Advisors LLC Seattle, WA 1/26/2026
MOTCO San Antonio, TX 2/6/2026
Motiv8 Investments LLC Port St. Lucie, FL 2/13/2026
Motive Capital Fund I GP, LP 2/16/2021
MOTIVE WEALTH ADVISORS Birmingham, MI 1/15/2026
Motley Fool Asset Management LLC Alexandria, VA 2/11/2026
Motley Fool Wealth Management, LLC Alexandria, VA 2/11/2026
MOULTON WEALTH MANAGEMENT, INC Spokane, WA 4/8/2026
Mount Capital Ltd London, X0 2/11/2026
Mount Kellett Capital Management LP 11/14/2017
Mount Lucas Management LP Newtown, PA 2/5/2026
MOUNT VERNON ASSOCIATES INC /MD/ Baltimore, MD 1/22/2026
Mountain Capital Investment Advisors Inc. Westminster, CO 1/28/2026
Mountain Capital Management, LLC Houston, TX 2/17/2026
Mountain Hill Investment Partners Corp. Atlantic Highlands, NJ 1/26/2026
Mountain Lake Investment Management LLC San Francisco, CA 2/17/2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC Boise, ID 1/29/2026
Mountain Road Advisors, LLC 11/16/2020
Mountaineer Partners Management, LLC New York, NY 2/13/2026
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire, IL 1/28/2026
MOZAYYX MANAGEMENT LLC Austin, TX 3/5/2026
MP (Thrift) Global Advisers III LLC 10/19/2021
MPAM CREDIT TRADING PARTNERS L.P. 11/14/2016
MPI INVESTMENT MANAGEMENT, INC. 2/6/2018
MPM ASSET MANAGEMENT LLC 11/14/2025
MPM BioImpact LLC Boston, MA 2/17/2026
MPS Loria Financial Planners, LLC Burr Ridge, IL 2/3/2026
MPWM ADVISORY SOLUTIONS, LLC Alpharetta, GA 2/17/2026
MQS Management LLC New York, NY 2/9/2026
MRA Advisory Group Parsippany, NJ 1/16/2026
MRA Associates USA LLC 11/8/2019
Mraz, Amerine & Associates, Inc. Modesto, CA 2/6/2026
MRCap LP 11/10/2021
MRJ CAPITAL INC 1/25/2022
MRP Capital Investments, LLC Alpharetta, GA 2/9/2026
MRWM Advisors, LLC Nashville, TN 1/26/2026
MSA Advisors, LLC Santa Monica, CA 2/17/2026
MSD CAPITAL, L.P. New York, NY 2/17/2026
MSD Partners, L.P. New York, NY 2/17/2026
MSF Capital, LLC 5/13/2016
MSH Capital Advisors LLC Scottsdale, AZ 2/9/2026