Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Notable Capital Management, L.L.C. Menlo Park, CA 2/13/2026
Note Advisors, LLC Buffalo, NY 2/18/2026
Notis-McConarty Edward Boston, MA 2/17/2026
NOTTINGHAM ADVISORS, INC. Amherst, NY 1/26/2026
Nova R Wealth, Inc. Overland Park, KS 1/14/2026
Nova Wealth Management, Inc. Bonita Springs, FL 1/14/2026
Novak & Powell Financial Services, Inc. St. Petersburg, FL 2/10/2026
Novak Financial Planning, LLC 7/21/2021
NovaPoint Capital, LLC Atlanta, GA 1/21/2026
NovaQuest Capital Management, L.L.C. 11/13/2020
NOVARE CAPITAL MANAGEMENT LLC Charlotte, NC 2/5/2026
NOVEM GROUP Rochester, NY 1/27/2026
Noven Financial Group, Inc. 5/1/2020
Novo Holdings A/S Hellerup, G7 2/17/2026
NOVUS ADVISORS, LLC Greenville, SC 2/13/2026
NQ HCIF GP, Ltd. 10/27/2016
NRI Wealth Management LC Santa Clara, CA 1/22/2026
NS Advisors, LLC 2/14/2017
NS Partners Ltd London, X0 2/10/2026
NSB Advisors LLC 2/16/2016
NSI Retail Advisors, LLC 2/14/2025
NTB Financial Corp 8/9/2022
NTV ASSET MANAGEMENT LLC Charleston, WV 1/20/2026
NUANCE INVESTMENTS, LLC Kansas City, MO 2/11/2026
NUCLEO CAPITAL LTDA. 11/13/2025
Numen Capital LLP 11/16/2020
Numerai GP LLC San Francisco, CA 2/17/2026
Numeric Investors LLC 2/14/2018
NumerixS Investment Technologies Inc 8/13/2021
Numina Capital Management, LLC 5/15/2018
Nut Tree Capital Management, LP New York, NY 2/17/2026
Nutshell Asset Management Ltd London, X0 2/13/2026
Nuveen Asset Management, LLC 2/14/2025
Nuveen Fund Advisors, LLC 11/14/2019
Nuveen, LLC Charlotte, NC 2/12/2026
NuWave Investment Management, LLC 10/21/2022
nVerses Capital, LLC Wellington, FL 2/17/2026
Nvest Financial, LLC Portsmouth, NH 2/10/2026
Nvest Wealth Strategies, Inc. Powell, OH 1/28/2026
NVIDIA CORP Santa Clara, CA 2/17/2026
NVP Associates, LLC Menlo Park, CA 2/17/2026
NVWM, LLC Yardley, PA 1/20/2026
NWAM LLC Mercer Island, WA 2/4/2026
NWF Advisory Services Inc. Los Angeles, CA 3/3/2026
NWI MANAGEMENT LP New York, NY 2/17/2026
NWK Group, Inc. San Francisco, CA 2/9/2026
NWM ADVISORS, LLC San Luis Obispo, CA 2/4/2026
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 11/16/2020
NYL Investors LLC New York, NY 2/11/2026
NZS Capital, LLC Denver, CO 2/12/2026
O'Brien Greene & Co. Inc Media, PA 2/5/2026
O'Brien Wealth Partners LLC Waltham, MA 1/22/2026
O'Connor Financial Group LLC Quincy, IL 1/26/2026
O'Dell Group, LLC 10/27/2025
O'Domhnaill Enterprises, Inc. Cody, WY 2/17/2026
O'Keefe Stevens Advisory, Inc. Rochester, NY 4/7/2026
O'Neil Global Advisors, Inc. Los Angeles, CA 2/10/2026
O'ROURKE & COMPANY, Inc Boston, MA 1/28/2026
O'Shares Investment Advisers, LLC 11/1/2023
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Stamford, CT 2/11/2026
Oak Asset Management, LLC Westlake Village, CA 1/14/2026
OAK ASSOCIATES LTD /OH/ Akron, OH 2/12/2026
OAK FAMILY ADVISORS, LLC Chicago, IL 2/3/2026
Oak Grove Capital LLC Holderness, NH 2/26/2026
OAK HARBOR WEALTH PARTNERS, LLC Raleigh, NC 2/2/2026
Oak Harvest Investment Services Houston, TX 1/27/2026
OAK HILL ADVISORS LP New York, NY 2/17/2026
OAK HILL CAPITAL MANAGEMENT, LLC 10/22/2025
OAK HILL WEALTH ADVISORS, LLC 10/30/2025
OAK MANAGEMENT CORP 2/14/2025
Oak Point Wealth Management 4/30/2018
OAK RIDGE INVESTMENTS LLC Chicago, IL 1/23/2026
Oak Root LLC Santa Barbara, CA 1/16/2026
Oak Thistle LLC New York, NY 1/21/2026
Oak Wealth Advisors LLC Northbrook, IL 2/11/2026
OAKBROOK INVESTMENTS LLC 4/22/2020
Oakcliff Capital Partners, LP New York, NY 2/17/2026
Oakhurst Advisors,LLC 2/15/2023
OAKLAND FINANCIAL CORP Sterling Heights, MI 1/29/2026
OAKMONT Corp Los Angeles, CA 1/20/2026
OAKTOP CAPITAL MANAGEMENT II, L.P. Chatham, NJ 2/17/2026
OAKTREE CAPITAL MANAGEMENT LP Los Angeles, CA 2/17/2026
Oaktree Fund Advisors, LLC Los Angles, CA 2/17/2026
OakTrust Wealth Advisors, LLC Wilton, CT 2/27/2026
Oakum Bay Capital LLC Westport, CT 2/13/2026
OAKVIEW CAPITAL MANAGEMENT, L.P. 11/8/2024
Oakwell Private Wealth Management, LLC Austin, TX 1/30/2026
OAKWOOD CAPITAL MANAGEMENT LLC/CA 7/22/2021
Oakworth Capital, Inc. Birmingham, AL 1/30/2026
OARSMAN CAPITAL, INC. Milwaukee, WI 2/13/2026
Oasis Advisors, LLC Forest City, IA 4/7/2026
Oasis Management Co Ltd. Grand Cayman, E9 2/13/2026
Oath Planning, LLC Tulsa, OK 2/12/2026
Obermeyer Wealth Partners Aspen, CO 1/29/2026
OBERNDORF WILLIAM E San Francisco, CA 2/13/2026
OBERWEIS ASSET MANAGEMENT INC/ Lisle, IL 2/17/2026
Obion Capital Management LP Miami, FL 2/17/2026
Objective Capital Management, LLC Pepper Pike, OH 2/4/2026
Objectivity Squared, LLC Charleston, SC 2/2/2026
OBSIDIAN CIO, LLC New York, NY 2/18/2026
Obsidian Personal Planning Solutions LLC 11/13/2025
Obsido Oy Tampere, H9 2/17/2026
Obvious Management Services, L.L.C. 11/14/2022
Occam Crest Management LP Darien, CT 2/13/2026
Occidental Asset Management, LLC Burlingame, CA 1/8/2026
OCCUDO QUANTITATIVE STRATEGIES LP Fort Lauderdale, FL 2/17/2026
OCEAN ARETE LTD 10/16/2023
Ocean Endowment Partners, LLC 11/4/2021
Ocean Park Asset Management, LLC Santa Monica, CA 1/15/2026
Oceanic Investment Management LTD Douglas, Y8 2/13/2026
Oceanside Advisors LLC Mount Pleasant, SC 1/26/2026
OCEANWOOD CAPITAL MANAGEMENT LTD 8/14/2019
OCO Capital Partners, L.P. New York, NY 2/17/2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) Chicago, IL 3/4/2026
Octagon Capital Advisors LP New York, NY 2/17/2026
Octahedron Capital Management L.P. Burlingame, CA 2/17/2026
Octavia Wealth Advisors, LLC Cincinnati, OH 1/23/2026
October Effect Ltd Virginia Beach, VA 1/20/2026
ODDO BHF ASSET MANAGEMENT SAS Paris, I0 2/17/2026
Oder Investment Management, LLC Woodland Hills, CA 2/12/2026
Odey Asset Management Group Ltd 5/15/2023
Odey Asset Management LLP 11/14/2023
Odey Holdings AG 5/17/2021
Odey Holdings Ltd 2/14/2023
ODonnell Financial Services, LLC San Rafael, CA 1/29/2026
Odyssean, LLC Darien, CT 2/17/2026
Odyssey Capital Advisors, Inc. Bala Cynwyd, PA 2/5/2026
OECHSLE INTERNATIONAL ADVISORS, LLC 11/2/2015
OEP CAPITAL ADVISORS, L.P. New York, NY 2/12/2026
OFC FINANCIAL PLANNING, LLC Short Hills, NJ 2/4/2026
OFFIT CAPITAL ADVISORS LLC 10/5/2023
OFI INVEST ASSET MANAGEMENT Issy Les Moulineaux, I0 1/22/2026
OFS Enterprise LLC Kearney, NE 4/9/2026
OGBORNE CAPITAL MANAGEMENT, LLC San Francisco, CA 2/13/2026
OGOREK ANTHONY JOSEPH /NY/ /ADV Williamsville, NY 1/23/2026
OIKOS HOLDINGS LLC 7/31/2024
OKABENA INVESTMENT SERVICES INC Minneapolis, MN 2/13/2026
Okumus Fund Management Ltd. 11/12/2021
Old Bellows Partners LP 11/13/2018
OLD DOMINION CAPITAL MANAGEMENT INC 10/8/2021
OLD MISSION CAPITAL LLC Chicago, IL 2/17/2026
OLD MISSION CAPITAL, LLC 2/17/2021
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 8/14/2018
OLD NATIONAL BANCORP /IN/ Evansville, IN 1/28/2026
Old North State Trust, LLC Greensboro, NC 3/24/2026
Old North State Wealth Management, LLC Wilmington, NC 1/23/2026
Old Peak Finance LLC Chapel Hill, NC 2/10/2026
Old Port Advisors Portland, ME 4/6/2026
OLD REPUBLIC INTERNATIONAL CORP Chicago, IL 2/9/2026
OLD SECOND NATIONAL BANK OF AURORA Aurora, IL 1/27/2026
Old Well Partners, LLC 11/13/2025
Old West Investment Management, LLC Los Angeles, CA 2/17/2026
Olde Wealth Management, LLC Sammamish, WA 2/12/2026
Oldfather Financial Services, LLC Kearney, NE 1/16/2026
Oldfield Partners LLP London, X0 1/9/2026
OLIO Financial Planning Mclean, VA 1/21/2026
Olistico Wealth, LLC Tulsa, OK 4/8/2026
OLIVER LAGORE VANVALIN INVESTMENT GROUP 7/10/2025
Oliver Luxxe Assets LLC Gladstone, NJ 4/8/2026
OLP CAPITAL MANAGEMENT Ltd Causeway Bay, K3 2/13/2026
Olstein Capital Management, L.P. Purchase, NY 2/3/2026
Olympiad Research LP Stamford, CT 2/17/2026
Olympus Peak Asset Management LP Greenwich, CT 2/17/2026
OLYMPUS WEALTH MANAGEMENT, LLC 7/17/2025
OMC Financial Services LTD Dewitt, NY 1/6/2026
Omega Advisors Inc. 2/14/2019
Omega Financial Group, LLC Santa Barbara, CA 1/28/2026
Omega Fund Management, LLC Boston, MA 2/17/2026
OMERS ADMINISTRATION Corp Toronto, A6 2/13/2026
OMNI 360 Wealth, Inc. Plainsboro, NJ 1/29/2026
OMNI PARTNERS LLP 5/17/2021
Omni Partners US LLC 11/15/2021
Omnia Family Wealth, LLC Aventura, FL 1/16/2026
OmniStar Financial Group, Inc. Wilmington, NC 2/17/2026
Omnitrust Wealth Management, Inc Jacksonville, FL 2/11/2026
OMT Capital Management LLC 2/16/2016
Once Capital Management, LLC New York, NY 2/10/2026
ONE Advisory Partners, LLC Overland Park, KS 1/12/2026
One Capital Management, LLC Westlake Village, CA 2/10/2026
One Charles Private Wealth Services, LLC Hingham, MA 2/6/2026
One Day In July LLC Burlington, VT 2/4/2026
One Degree Advisors Inc San Diego, CA 2/6/2026
One Fin Capital Management LP San Francisco, CA 2/17/2026
One Madison Group LLC New York, NY 2/17/2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC Jupiter, FL 1/15/2026
One River Asset Management, LLC Stamford, CT 1/28/2026
One Rock Capital Partners, LLC New York, NY 2/17/2026
One Tusk Investment Partners LP 11/1/2019
One Wealth Advisors, LLC San Francisco, CA 2/2/2026
ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale, AZ 2/18/2026
One Wealth Management Investment & Advisory Services, LLC Boca Raton, FL 1/14/2026
One Wealth Map LLC Las Vegas, NV 2/4/2026
One William Street Capital Management, L.P. New York, NY 2/17/2026
One01 Capital, LP 11/14/2023
One68 Global Capital, LLC New York, NY 2/17/2026
one8zero8, LLC Greensboro, NC 2/17/2026
OneAscent Family Office, LLC Birmingham, AL 2/11/2026
OneAscent Financial Services LLC Birmingham, AL 2/11/2026
OneAscent Investment Solutions LLC Birmingham, AL 2/11/2026
OneAscent Wealth Management LLC Birmingham, AL 2/11/2026