Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
MSF Capital, LLC 5/13/2016
MSH Capital Advisors LLC Scottsdale, AZ 2/9/2026
MSI Financial Services Inc 1/13/2017
MSOP GP, L.L.C. Menlo Park, CA 2/17/2026
MSRH, LLC New York, NY 4/6/2026
MTC Wealth Management LLC Tampa, FL 1/15/2026
MTCO Ltd. Nassau, C5 1/21/2026
MTM Investment Management, LLC Spartanburg, SC 2/9/2026
MU Investments Co., Ltd. 11/7/2023
Mubadala Investment Co PJSC Abu Dhabi, C0 2/17/2026
Mudita Advisors LLP London, X0 2/13/2026
Mudrick Capital Management, L.P. New York, NY 2/17/2026
Mueller Wealth, LLC Mishicot, WI 2/10/2026
MUFG Americas Holdings Corp 10/13/2023
MUFG Bank, Ltd. New York, NY 2/4/2026
MUFG SECURITIES (CANADA), LTD. New York, NY 2/13/2026
MUFG SECURITIES AMERICAS INC. New York, NY 2/13/2026
MUFG Securities EMEA plc London, X0 2/10/2026
MUHLENKAMP & CO INC Wexford, PA 2/4/2026
MUIRFIELD WEALTH ADVISORS LLC Charlotte, NC 2/6/2026
Mullooly Asset Management, Inc. Wall Township, NJ 2/6/2026
Multicoin Capital Management, LLC Austin, TX 2/13/2026
MUNDER CAPITAL MANAGEMENT 10/31/2014
Munich Reinsurance Co Stock Corp in Munich Munich, 2M 1/29/2026
Municipal Employees' Retirement System of Michigan Lansing, MI 2/6/2026
Munro Partners Melbourne, C3 2/17/2026
Murchinson Ltd. Toronto, A6 2/17/2026
Murphy & Mullick Capital Management Corp Smithtown, NY 2/10/2026
MURPHY CAPITAL MANAGEMENT INC 7/13/2022
Murphy Michael R 8/12/2016
Murphy Pohlad Asset Management LLC Eden Prairie, MN 2/9/2026
Murphy, Middleton, Hinkle & Parker, Inc. Thomasville, GA 1/9/2026
MUSE JOHN R 10/3/2017
Must Asset Management Inc. 11/7/2023
Mustard Seed Financial, LLC Magnolia, AR 1/23/2026
MUSTICO FINANCIAL GROUP, INC. Elmira, NY 2/17/2026
Mutual Advisors, LLC Omaha, NE 2/2/2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC New York, NY 2/10/2026
Muzinich & Co., Inc. New York, NY 1/21/2026
MV CAPITAL MANAGEMENT, INC. Bethesda, MD 2/23/2026
MV Management XI, L.L.C. 11/14/2023
MVM Partners LLP 10/25/2024
MVM Partners, LLC Boston, MA 2/17/2026
MWA Asset Management Danvers, MA 1/29/2026
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 1/15/2026
MY Wealth Management Inc. Germantown, MD 2/10/2026
MY.Alpha Management HK Advisors Ltd Hong Kong, K3 3/9/2026
MYCIO WEALTH PARTNERS, LLC Philadelphia, PA 2/10/2026
MYDA Advisors LLC Woodmere, NY 2/13/2026
MYECFO, LLC La Jolla, CA 4/7/2026
Myriad Asset Management Advisors LLC West Palm Beach, FL 2/11/2026
Myriad Asset Management Ltd. 5/16/2022
Myriad Asset Management US LP West Palm Beach, FL 1/20/2026
Mystic Asset Management, Inc. Warwick, RI 1/28/2026
N.E.W. Advisory Services LLC De Pere, WI 1/28/2026
N.G. Partners II, L.L.C. 11/13/2015
Nabity-Jensen Investment Management Inc Omaha, NE 1/26/2026
Nachman Norwood & Parrott, Inc 8/13/2021
Nadler Financial Group, Inc. Deerfield, IL 1/28/2026
Nair Vinay 8/12/2015
Nalanda India Equity Fund Ltd Mauritius, O4 2/18/2026
Nalanda India Fund LTD 7/31/2025
Nalls Sherbakoff Group, LLC Knoxville, TN 3/12/2026
Naman Capital Ltda Sao Paulo, D5 2/27/2026
Nan Fung Group Holdings Ltd Kai Tak, K3 2/13/2026
NAN FUNG TRINITY (HK) Ltd Central, Hong Kong, K3 2/4/2026
Nan Shan Life Insurance Co., Ltd. Taipei City, F5 2/13/2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P Staten Island, NY 2/6/2026
NanoDimension, Inc. 11/9/2022
Nantahala Capital Management, LLC New Canaan, CT 2/13/2026
NAPA WEALTH MANAGEMENT 11/12/2025
NAPATREE CAPITAL LLC 5/2/2025
Napean Trading & Investment Co (Singapore) PTE Ltd Singapore, U0 2/13/2026
Napier Financial, LLC Braintree, MA 2/11/2026
Napier Park Global Capital (US) LP 8/12/2022
NAPLES GLOBAL ADVISORS, LLC Naples, FL 2/4/2026
Naples Money Management LLC 11/12/2024
Naria Inc. Nassau, C5 1/12/2026
Narus Financial Partners, LLC Salt Lake City, UT 2/9/2026
Narwhal Capital Management Marietta, GA 1/30/2026
NASPERS LTD Capetown, T3 2/17/2026
NATIONAL BANK OF CANADA /FI/ Montreal, A8 2/17/2026
NATIONAL INVESTMENT SERVICES INC /WI 2/10/2020
National Investment Services of America, LLC 1/5/2022
NATIONAL MUTUAL FUNDS MANAGEMENT LTD Sydney, C3 2/24/2026
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, M0 2/4/2026
NATIONAL PENN INVESTORS TRUST CO /PA 5/11/2016
National Pension Service Jeonju Si, Jeollabuk Do, M5 2/10/2026
NATIONAL PLANNING CORP 4/16/2018
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 2/16/2016
National Wealth Management Group, LLC Cincinnati, OH 1/12/2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. Warszawa, R9 2/11/2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Cedar Rapids, IA 1/26/2026
Nationwide Asset Management LLC 10/27/2023
Nationwide Fund Advisors Columbus, OH 1/23/2026
NATIXIS Paris, I0 2/13/2026
NATIXIS ADVISORS, LLC Boston, MA 2/10/2026
Natixis Investment Managers International 2/13/2025
Natixis Investment Managers, LLC Boston, MA 2/13/2026
NATURAL INVESTMENTS, LLC Windsor, CA 1/23/2026
NatWest Group plc Edinburgh, Scotland, X0 1/13/2026
Nauset Wealth Management. LLC 4/28/2022
Nautilus Advisors LLC La Jolla, CA 1/22/2026
Navalign, LLC Encino, CA 2/5/2026
NAVELLIER & ASSOCIATES INC Reno, NV 2/3/2026
Navera Investment Management Ltd. London, X0 2/12/2026
Navigation Wealth Management, Inc. Fort Collins, CO 1/29/2026
Navigoe, LLC Redondo Beach, CA 2/3/2026
Navis Wealth Advisors, LLC Rye Brook, NY 2/13/2026
Naviter Wealth, LLC 4/10/2026
NavPoint Financial, Inc. Prior Lake, MN 1/20/2026
NAYA CAPITAL MANAGEMENT UK LTD London, X0 2/18/2026
Naya Management LLP 11/14/2016
NBC SECURITIES, INC. Birmingham, AL 1/29/2026
NBGE Manager, LLC 11/10/2014
NBT BANK N A /NY Norwich, NY 1/23/2026
NBVM GP, LLC 11/10/2014
NBW CAPITAL LLC 8/13/2025
NBZ Investment Advisors LLC Knoxville, TN 2/3/2026
NCM Capital Advisers, Inc. 11/7/2016
NCM CAPITAL MANAGEMENT GROUP INC 11/7/2016
NCM Capital Management, LLC Ramsey, NJ 3/2/2026
NCP Inc. Wilmington, NC 2/17/2026
NDVR, Inc. Boston, MA 2/12/2026
NDWM LLC La Jolla, CA 2/5/2026
NEA Management Company, LLC Timonium, MD 2/17/2026
Nearwater Capital Markets, Ltd New York, NY 2/17/2026
Nebula Capital Management, LP 1/10/2017
Nebula Research & Development LLC New York, NY 2/13/2026
NEEDELMAN ASSET MANAGEMENT INC 11/15/2018
NEEDHAM INVESTMENT MANAGEMENT LLC New York, NY 2/17/2026
NEIRG Wealth Management, LLC 1/26/2024
Nekton Capital Ltd. 11/14/2025
Nellore Capital Management LLC Redwood City, CA 2/17/2026
Nelson Capital Management, LLC Menlo Park, CA 2/10/2026
Nemes Rush Group LLC Novi, MI 2/11/2026
Neo Ivy Capital Management New York, NY 2/13/2026
Neon Liberty Capital Management LLC 8/15/2016
NEOS Investment Management LLC Westport, CT 2/17/2026
NEPC LLC Boston, MA 2/17/2026
Nepsis Inc. Minneapolis, MN 1/14/2026
NerdWallet Wealth Partners, LLC New York, NY 1/13/2026
NESTEGG ADVISORS, INC. Hauppauge, NY 4/8/2026
Net Worth Advisory Group Sandy, UT 1/14/2026
NetEase, Inc. Hangzhou, F4 2/12/2026
Netols Asset Management, Inc. 5/10/2017
Networth Advisors, LLC Canonsburg, PA 1/22/2026
Neuberger Berman Group LLC New York, NY 2/13/2026
Neuburgh Advisers LLC 11/14/2019
Neumann Advisory Hong Kong Ltd Central, K3 1/8/2026
Neumann Capital Management, LLC Foster City, CA 1/14/2026
NEUMEIER POMA INVESTMENT COUNSEL LLC Carmel, CA 2/11/2026
NEVILLE RODIE & SHAW INC New York, NY 4/1/2026
Nevsky Capital LLP 4/21/2016
New Age Alpha Advisors, LLC Rye, NY 2/9/2026
NEW AMSTERDAM PARTNERS LLC/NY 5/2/2019
New Capital Management LP Houston, TX 1/20/2026
New Century Advisors, LLC 10/13/2022
New Century Financial Group, LLC Princeton, NJ 1/29/2026
NEW CENTURY INVESTMENT MANAGEMENT, INC 3/30/2017
New Covenant Trust Company, N.A. Jeffersonville, IN 1/13/2026
New Dimensions Wealth Management, LLC Allen, TX 2/3/2026
NEW ENGLAND ASSET MANAGEMENT INC Farmington, CT 2/17/2026
New England Capital Financial Advisors LLC Meriden, CT 2/2/2026
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 1/11/2023
New England Investment & Retirement Group, Inc. 10/28/2021
New England Private Wealth Advisors LLC Wellesley, MA 2/13/2026
New England Professional Planning Group Inc. Westerly, RI 1/14/2026
New England Research & Management, Inc. Chicago, IL 1/7/2026
NEW ENGLAND SECURITIES CORP /MA/ 1/26/2015
NEW GENERATION ADVISORS, LLC 11/16/2020
New Hampshire Trust Concord, NH 1/29/2026
New Harbor Financial Group, LLC Worcester, MA 1/30/2026
New Insight Wealth Advisors San Ramon, CA 2/17/2026
New Jersey Better Educational Savings Trust Trenton, NJ 1/29/2026
New Leaf Venture Partners, L.L.C. 11/14/2025
New Legacy Group, LLC 11/14/2023
NEW MEXICO EDUCATIONAL RETIREMENT BOARD Santa Fe, NM 2/10/2026
New Millennium Group LLC Sandy, UT 2/6/2026
New Mountain Capital, L.L.C. New York, NY 2/17/2026
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 8/15/2022
New Perspectives, Inc Tougaloo, MS 1/28/2026
New Potomac Partners, LLC 11/8/2024
New Republic Capital, LLC Charlotte, NC 2/10/2026
NEW SILK ROAD INVESTMENT PTE LTD 11/9/2023
NEW SOUTH CAPITAL MANAGEMENT INC Memphis, TN 2/12/2026
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 4/18/2025
New Vernon Capital Holdings II LLC Morristown, NJ 2/17/2026
NEW VERNON INVESTMENT MANAGEMENT LLC Highland Park, IL 2/17/2026
NEW WAVE WEALTH ADVISORS LLC Springdale, AR 1/21/2026
New World Advisors LLC Hingham, MA 2/6/2026
NEW YORK COMMUNITY BANK 5/13/2019
NEW YORK LIFE INSURANCE CO New York, NY 2/11/2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC New York, NY 2/5/2026
NEW YORK LIFE TRUST CO 5/12/2017
NEW YORK STATE COMMON RETIREMENT FUND Albany, NY 2/12/2026