Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Momentous Wealth Management, Inc. Vancouver, WA 5/11/2026
Momentum Advisors, LLC 2/15/2023
Momentum Wealth Planning, LLC Estero, FL 5/7/2026
Monaco Asset Management SAM Monaco, O9 5/11/2026
Monarch Alternative Capital LP New York, NY 5/15/2026
MONARCH CAPITAL MANAGEMENT INC Fort Wayne, IN 4/16/2026
Monarch Partners Asset Management LLC 2/2/2023
Monashee Investment Management LLC Boston, MA 5/13/2026
Mondrian Investment Partners LTD London, X0 4/29/2026
MONECO ADVISORS, LLC Fairfield, CT 5/7/2026
Moneda S.A. Administradora General de Fondos Las Condes, Santiago, F3 5/15/2026
MONEDA USA, INC. 11/2/2023
MONETA GROUP INVESTMENT ADVISORS LLC St Louis, MO 5/12/2026
MONETARY MANAGEMENT GROUP INC St Louis, MO 5/13/2026
Monetary Solutions, Ltd Dayton, OH 5/1/2026
MONETTA FINANCIAL SERVICES INC Wheaton, IL 5/12/2026
MONEY CONCEPTS CAPITAL CORP Palm Beach Gardens, FL 4/30/2026
Money Design Co.,Ltd. 7/31/2025
MONEYWISE, INC. Forest, VA 4/27/2026
MONIMUS CAPITAL MANAGEMENT, LP Woodbridge, NJ 5/15/2026
MONOGRAPH WEALTH ADVISORS, LLC Manhattan Beach, CA 5/13/2026
Monolith Management Ltd Hong Kong, K3 5/14/2026
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 4/29/2026
MONTAGE INVESTMENTS, LLC 11/10/2016
Montaka Global Pty Ltd Sydney, C3 5/4/2026
Montanaro Asset Management Ltd London, X0 5/11/2026
MONTCHANIN ASSET MANAGEMENT, LLC Montchanin, DE 5/21/2026
Monte Financial Group, LLC Guilford, CT 5/14/2026
Montecito Bank & Trust Santa Barbara, CA 4/16/2026
Monterey Private Wealth, Inc. 5/14/2025
MONTGOMERY INVESTMENT MANAGEMENT INC Rockville, MD 4/21/2026
Montis Financial, LLC Waltham, MA 5/11/2026
MONTPELIER RE HOLDINGS LTD 5/11/2015
MONTRUSCO BOLTON INVESTMENTS INC. Montreal, A8 4/28/2026
MontVue Capital Management, Inc. Lynchburg, VA 4/16/2026
Montz Harcus Wealth Management LLC New Orleans, LA 4/29/2026
Monument Capital Management Alexandria, VA 4/15/2026
Monument Group Wealth Advisors, LLC Concord, MA 4/22/2026
MONUMENTAL FINANCIAL GROUP INC. 10/21/2024
MOODY ALDRICH PARTNERS LLC Marblehead, MA 4/20/2026
MOODY LYNN LIEBERSON & WALKER, LLC Boston, MA 4/13/2026
MOODY NATIONAL BANK TRUST DIVISION Galveston, TX 4/9/2026
MOON CAPITAL MANAGEMENT LP New York, NY 5/13/2026
Moon Capital Management, LLC 8/24/2020
MOORE CAPITAL MANAGEMENT, LP New York, NY 5/15/2026
Moors & Cabot, Inc. Boston, MA 5/8/2026
MOR Wealth Management, LLC Philadelphia, PA 4/24/2026
Moran Wealth Management, LLC Naples, FL 4/27/2026
Morangie Management LLC New York, NY 4/20/2026
Moreno Evelyn V 2/9/2024
Morey & Quinn Wealth Partners, LLC Omaha, NE 4/21/2026
Morgan Creek Capital Management, LLC Chapel Hill, NC 5/15/2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Milwaukee, WI 5/6/2026
MORGAN JESS S & CO INC 10/21/2022
MORGAN STANLEY New York, NY 5/27/2026
Morgan Stanley Institutional Investment Advisors LLC Greenwood Village, CO 5/14/2026
MorganRosel Wealth Management, LLC Highlands Ranch, CO 5/6/2026
MORGENS WATERFALL VINTIADIS & CO INC New York, NY 5/15/2026
Morgenthaler Management Partners IX, LLC 2/11/2022
Mork Capital Management, LLC Healdsburg, CA 5/15/2026
Morling Financial Advisors, LLC Fremont, CA 5/6/2026
Morningstar Investment Management LLC Chicago, IL 5/14/2026
Morningstar Investment Services LLC 5/5/2025
Morris Capital Advisors, LLC 10/26/2022
MORRIS FINANCIAL CONCEPTS, INC. Mount Pleasant, SC 4/17/2026
Morse Asset Management, Inc Darien, CT 5/14/2026
Morton Brown Family Wealth, LLC Allentown, PA 4/20/2026
Morton Capital Management LLC/CA Calabasas, CA 4/21/2026
MORTON COMMUNITY BANK East Peoria, IL 5/14/2026
Mosaic Advisors LLC Houston, TX 5/4/2026
MOSAIC FAMILY WEALTH PARTNERS, LLC St. Louis, MO 4/30/2026
Mosaic Family Wealth, LLC 1/25/2022
MOSAIC FINANCIAL GROUP, LLC Chicago, IL 5/8/2026
Mosaic Financial Partners, Inc. 7/20/2018
MOSELEY INVESTMENT MANAGEMENT INC Bradenton, FL 4/21/2026
Moser Wealth Advisors, LLC 7/31/2025
Mosley Wealth Management Anaheim, CA 4/27/2026
Moss Adams Wealth Advisors LLC Seattle, WA 4/23/2026
MOTCO San Antonio, TX 4/22/2026
Motiv8 Investments LLC Port St. Lucie, FL 2/13/2026
Motive Capital Fund I GP, LP 2/16/2021
MOTIVE WEALTH ADVISORS Birmingham, MI 4/14/2026
Motley Fool Asset Management LLC Alexandria, VA 5/12/2026
Motley Fool Wealth Management, LLC Alexandria, VA 5/12/2026
MOULTON WEALTH MANAGEMENT, INC Spokane, WA 4/8/2026
Mount Capital Ltd London, X0 5/14/2026
Mount Kellett Capital Management LP 11/14/2017
Mount Lucas Management LP Newtown, PA 5/5/2026
MOUNT VERNON ASSOCIATES INC /MD/ Baltimore, MD 4/28/2026
Mountain Capital Investment Advisors Inc. Westminster, CO 5/11/2026
Mountain Capital Management, LLC Houston, TX 5/12/2026
Mountain Hill Investment Partners Corp. Atlantic Highlands, NJ 5/1/2026
Mountain Lake Investment Management LLC San Francisco, CA 5/15/2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC Boise, ID 4/16/2026
Mountain Road Advisors, LLC 11/16/2020
Mountaineer Partners Management, LLC New York, NY 5/15/2026
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire, IL 5/1/2026
MOZAYYX MANAGEMENT LLC Austin, TX 5/8/2026
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 5/15/2026
MPS Loria Financial Planners, LLC Burr Ridge, IL 5/8/2026
MPWM ADVISORY SOLUTIONS, LLC Alpharetta, GA 5/13/2026
MQS Management LLC New York, NY 4/23/2026
MRA Advisory Group Parsippany, NJ 4/22/2026
MRA Associates USA LLC 11/8/2019
Mraz, Amerine & Associates, Inc. Modesto, CA 5/5/2026
MRCap LP 11/10/2021
MRJ CAPITAL INC 1/25/2022
MRP Capital Investments, LLC Alpharetta, GA 5/14/2026
MRWM Advisors, LLC Nashville, TN 4/20/2026
MSA Advisors, LLC Santa Monica, CA 5/15/2026
MSD CAPITAL, L.P. New York, NY 5/15/2026
MSD Partners, L.P. New York, NY 5/15/2026
MSF Capital, LLC 5/13/2016
MSH Capital Advisors LLC Scottsdale, AZ 5/8/2026
MSI Financial Services Inc 1/13/2017
MSOP GP, L.L.C. Menlo Park, CA 2/17/2026
MSRH, LLC New York, NY 5/11/2026
MTC Wealth Management LLC Tampa, FL 5/4/2026
MTCO Ltd. Nassau, C5 7/6/2026
MTM FINANCIAL GROUP, LLC Bethlehem, PA 6/23/2026
MTM Investment Management, LLC Spartanburg, SC 5/6/2026
MU Investments Co., Ltd. 11/7/2023
Mubadala Investment Co PJSC Abu Dhabi, C0 5/15/2026
Mudita Advisors LLP London, X0 5/14/2026
Mudrick Capital Management, L.P. New York, NY 5/15/2026
Mueller Wealth, LLC Mishicot, WI 5/1/2026
MUFG Americas Holdings Corp 10/13/2023
MUFG Bank, Ltd. New York, NY 5/11/2026
MUFG SECURITIES (CANADA), LTD. New York, NY 5/11/2026
MUFG SECURITIES AMERICAS INC. New York, NY 5/11/2026
MUFG Securities EMEA plc London, X0 5/11/2026
MUHLENKAMP & CO INC Wexford, PA 5/6/2026
MUIRFIELD WEALTH ADVISORS LLC Charlotte, NC 4/22/2026
Mullaney, Keating & Wright, Inc. Middletown, CT 5/29/2026
Mullooly Asset Management, Inc. Wall Township, NJ 5/7/2026
Multicoin Capital Management, LLC Austin, TX 5/15/2026
MUNDER CAPITAL MANAGEMENT 10/31/2014
Munich Reinsurance Co Stock Corp in Munich Munich, 2M 4/30/2026
Municipal Employees' Retirement System of Michigan Lansing, MI 5/11/2026
Munro Partners Melbourne, C3 5/5/2026
Murchinson Ltd. Toronto, A6 5/15/2026
Murphy & Mullick Capital Management Corp Smithtown, NY 4/17/2026
MURPHY CAPITAL MANAGEMENT INC 7/13/2022
Murphy Michael R 8/12/2016
Murphy Pohlad Asset Management LLC Eden Prairie, MN 4/14/2026
Murphy, Middleton, Hinkle & Parker, Inc. Thomasville, GA 4/15/2026
MUSE JOHN R 10/3/2017
Must Asset Management Inc. 11/7/2023
Mustard Seed Financial, LLC Magnolia, AR 4/27/2026
MUSTICO FINANCIAL GROUP, INC. Elmira, NY 5/15/2026
Mutual Advisors, LLC Omaha, NE 5/1/2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC New York, NY 5/7/2026
Muzinich & Co., Inc. New York, NY 4/23/2026
MV CAPITAL MANAGEMENT, INC. Bethesda, MD 4/30/2026
MV Management XI, L.L.C. 11/14/2023
MVM Partners LLP 10/25/2024
MVM Partners, LLC Boston, MA 5/15/2026
MWA Asset Management Danvers, MA 5/13/2026
MWG Caph Ltd Washington, DC 2/17/2026
MWG GP LLC 2/13/2015
MWG Management Ltd. 11/12/2025
My Legacy Advisors, LLC 7/11/2025
My Personal CFO, LLC Vancouver, WA 4/21/2026
My Portfolio Guide, LLC Seal Beach, CA 5/5/2026
MY Wealth Management Inc. Germantown, MD 5/1/2026
MY.Alpha Management HK Advisors Ltd Hong Kong, K3 5/14/2026
MYCIO WEALTH PARTNERS, LLC Philadelphia, PA 4/29/2026
MYDA Advisors LLC Woodmere, NY 5/14/2026
MYECFO, LLC La Jolla, CA 4/7/2026
Myriad Asset Management Advisors LLC West Palm Beach, FL 4/30/2026
Myriad Asset Management Ltd. 5/16/2022
Myriad Asset Management US LP West Palm Beach, FL 4/15/2026
Mystic Asset Management, Inc. Warwick, RI 5/8/2026
N.E.W. Advisory Services LLC De Pere, WI 5/4/2026
N.G. Partners II, L.L.C. 11/13/2015
Nabity-Jensen Investment Management Inc Omaha, NE 4/21/2026
Nachman Norwood & Parrott, Inc 8/13/2021
Nadler Financial Group, Inc. Deerfield, IL 5/4/2026
Nair Vinay 8/12/2015
Nalanda India Equity Fund Ltd Mauritius, O4 5/13/2026
Nalanda India Fund LTD 7/31/2025
Nalls Sherbakoff Group, LLC Knoxville, TN 3/12/2026
Naman Capital Ltda Sao Paulo, D5 5/14/2026
Nan Fung Group Holdings Ltd Kai Tak, K3 5/14/2026
NAN FUNG TRINITY (HK) Ltd Central, Hong Kong, K3 5/4/2026
Nan Shan Life Insurance Co., Ltd. Taipei City, F5 5/14/2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P Staten Island, NY 5/15/2026
NanoDimension, Inc. 11/9/2022
Nantahala Capital Management, LLC New Canaan, CT 5/15/2026
NAPA WEALTH MANAGEMENT 11/12/2025
NAPATREE CAPITAL LLC 5/2/2025
Napean Trading & Investment Co (Singapore) PTE Ltd Singapore, U0 5/12/2026
Napier Financial, LLC Braintree, MA 5/5/2026