Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
OneDigital Investment Advisors LLC Overland Park, KS 2/13/2026
Onex Canada Asset Management Inc. Toronto, A6 2/13/2026
ONTARIO TEACHERS PENSION PLAN BOARD Toronto, A6 2/13/2026
Onyx Bridge Wealth Group LLC Tarrytown, NY 2/18/2026
Onyx Financial Advisors, LLC Idaho Falls, ID 1/14/2026
OnyxPoint Global Management LP New York, NY 2/17/2026
OP Asset Management Ltd Helsinki, H9 4/10/2026
OPAL CAPITAL LLC Boca Raton, FL 2/17/2026
Opal Wealth Advisors, LLC Jericho, NY 1/26/2026
Opaleye Management Inc. Boston, MA 2/17/2026
Open Field Capital LLC 10/16/2014
OpenArc Corporate Advisory, LLC Atlanta, GA 2/13/2026
OpenView Management, LLC 10/24/2024
Opera Trading Capital 1/22/2019
Operose Advisors LLC Milwaukee, WI 2/10/2026
Opes Advisors Inc 2/11/2019
Opes Wealth Management LLC Menlo Park, CA 2/2/2026
Ophir Asset Management Pty Ltd Sydney, C3 2/17/2026
OPINICUS CAPITAL, INC. Tampa, FL 2/4/2026
Oppenheimer & Close, LLC New York, NY 2/10/2026
OPPENHEIMER & CO INC New York, NY 2/2/2026
OPPENHEIMER ASSET MANAGEMENT INC. New York, NY 2/2/2026
OppenheimerFunds, Inc. 5/13/2019
OPSEU Pension Plan Trust Fund 5/7/2024
Optas, LLC Dripping Springs, TX 1/27/2026
Opti Capital Management, LP New York, NY 2/17/2026
OptiFour Integrated Wealth Management, LLC 1/16/2020
OPTIMA CAPITAL LLC Portland, OR 1/23/2026
Optima Fund Management LLC 8/14/2019
Optimal Asset Management, Inc. 11/15/2021
OPTIMAS CAPITAL Ltd Central, K3 2/11/2026
Optimist Retirement Group LLC Bellevue, WA 2/9/2026
Optimize Financial Inc Laguna Hills, CA 2/9/2026
OPTIMUM INVESTMENT ADVISORS 10/21/2025
Optimum Quantvest Corp 11/13/2020
Optimus Prime Fund Management Co., Ltd. Grand Cayman, E9 2/17/2026
Optiver Holding B.V. Amsterdam, P7 2/17/2026
Optiver US LLC 2/10/2021
Optivise Advisory Services LLC Franklin, TN 1/12/2026
Opulen Financial Group LLC Arlington, VA 2/10/2026
Opus Capital Group, LLC Cincinnati, OH 1/30/2026
Opus Financial Solutions LLC Downers Grove, IL 2/17/2026
OPUS INVESTMENT MANAGEMENT INC Worcester, MA 2/12/2026
Opus Point Partners Management, LLC 11/14/2019
Oracle Alpha Inc. 5/15/2024
ORACLE INVESTMENT MANAGEMENT INC Greenwich, CT 2/18/2026
ORANGE CAPITAL, LLC 11/14/2016
Orange County Employees Retirement System Santa Ana, CA 2/10/2026
Orange Investment Advisors, Inc. Goshen, NY 2/6/2026
ORBA Wealth Advisors, L.L.C. Chicago, IL 2/5/2026
ORBIMED ADVISORS LLC New York, NY 2/17/2026
Orbis Allan Gray Ltd Hamilton, D0 2/17/2026
Orbis Financial Ltd 11/16/2015
ORBIS HOLDINGS LTD 2/16/2016
Orbis Investment Management (U.S.), L.P. 2/14/2019
ORBIS WORLD LTD 11/14/2018
Orbitronix, LP 2/9/2017
Orca Investment Management, LLC Lake Oswego, OR 1/20/2026
Orca Wealth Management, LLC New Port Richey, FL 2/6/2026
Orcam Financial Group Encinitas, CA 2/6/2026
Orchard Capital Management, LLC Chicago, IL 2/12/2026
Orchard Hill Capital Management LP 11/16/2016
Ordinal Holdings ManageCo, LP 10/14/2022
Oregon Health & Science University 2/14/2023
Oregon Pacific Wealth Management, LLC Medford, OR 1/16/2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND Tigard, OR 2/4/2026
ORG Partners LLC Roanoke, IN 1/14/2026
ORG Wealth Partners, LLC Dallas, TX 1/14/2026
Orgel Wealth Management, LLC Altoona, WI 4/7/2026
Oribel Capital Management, LP New York, NY 2/13/2026
Oriental Harbor Investment Master Fund Hong Kong, K3 1/27/2026
Origin Asset Management LLP 1/28/2025
Orin Green Financial, LLC San Diego, CA 2/6/2026
Orinda Asset Management LLC 10/20/2020
Orion Capital Management LLC Coronado, CA 2/3/2026
Orion Investment Co St. Louis, MO 2/11/2026
Orion Porfolio Solutions, LLC Omaha, NE 2/12/2026
Orion Portfolio Solutions, LLC 5/15/2025
ORION RESOURCE PARTNERS (USA) LP 5/14/2024
Orion Resource Partners LP New York, NY 2/17/2026
ORIX CORP 11/13/2025
ORIX Corp USA 8/13/2020
Orland Properties Ltd Washington, DC 2/17/2026
ORLEANS CAPITAL MANAGEMENT CORP/LA Mandeville, LA 2/13/2026
ORRELL CAPITAL MANAGEMENT INC 11/12/2015
ORRSTOWN FINANCIAL SERVICES INC Harrisburg, PA 4/8/2026
ORSER CAPITAL MANAGEMENT, LLC Southlake, TX 1/12/2026
Orvieto Partners, L.P. Boston, MA 2/12/2026
OSAIC HOLDINGS, INC. Scottsdale, AZ 2/17/2026
Osbon Capital Management LLC Boston, MA 3/16/2026
Osborn Williams & Donohoe LLC 5/6/2020
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC San Francisco, CA 1/27/2026
OSKIE CAPITAL MANAGEMENT, LLC 11/9/2017
Oslo Asset Management AS 11/8/2024
Osmium Partners, LLC 2/10/2023
Osmosis Investment Management UK Ltd London, X0 2/13/2026
Ospraie Management, LLC 10/5/2018
Osprey Private Wealth LLC New York, NY 2/4/2026
OSSIAM Paris, I0 2/13/2026
OSTERWEIS CAPITAL MANAGEMENT INC San Francisco, CA 2/17/2026
OSTRUM ASSET MANAGEMENT Paris, I0 2/13/2026
Ostrum Asset Management U.S., LLC 5/15/2019
OTA Financial Group L.P. 8/17/2023
OTA LLC Purchase, NY 8/8/2014
Otter Creek Advisors, LLC 11/14/2025
OTTER CREEK MANAGEMENT INC 11/16/2015
OUP Management Co., LLC 11/9/2023
OUTFITTER ADVISORS, LTD. 7/23/2018
OUTFITTERS FINANCIAL LLC Brunswick, ME 1/28/2026
Outlook Wealth Advisors, LLC Shenandoah, TX 2/11/2026
OV Management LLC Minneapolis, MN 1/27/2026
Ovata Capital Management Ltd Hong Kong, K3 3/3/2026
Overbrook Management Corp New York, NY 4/9/2026
Overlook Holdings Ltd 10/13/2022
Overlook Investments LP Hong Kong, K3 2/26/2026
OVERSEA-CHINESE BANKING Corp Ltd Singapore, U0 1/28/2026
Owen LaRue, LLC Elizabethtown, KY 2/5/2026
Owl Creek Asset Management, L.P. New York, NY 2/17/2026
Owlhouse Capital LP New York, NY 2/18/2026
Owls Nest Partners IA, LLC Chadds Ford, PA 2/13/2026
Ownership Capital B.V. 11/3/2025
Oxbow Advisors, LLC Austin, TX 2/4/2026
Oxbow Capital Management (HK) Ltd Hong Kong, K3 2/13/2026
OxenFree Capital LLC Melbourne, FL 1/15/2026
OXFORD ASSET MANAGEMENT LLP Oxford, X0 2/17/2026
OXFORD FINANCIAL GROUP, LTD. LLC Indianapolis, IN 2/13/2026
Oxford Wealth Group, LLC Orlando, FL 2/10/2026
Oxinas Partners, LLC Jeffersonville, IN 1/26/2026
Oxler Private Wealth LLC Rye Brook, NY 1/23/2026
P SCHOENFELD ASSET MANAGEMENT LP New York, NY 2/13/2026
P&S Credit Management, L.P. 4/15/2024
P-STS SPV GP I, LLC 8/16/2021
P-STS SPV GP IA, LLC 8/16/2021
P.A.W. CAPITAL CORP Greenwich, CT 2/10/2026
P.R. Herzig & Co. Inc. 10/9/2018
P/E Global LLC Boston, MA 4/9/2026
P2 Capital Partners, LLC New York, NY 2/17/2026
Pacer Advisors, Inc. Malvern, PA 2/24/2026
PACES FERRY WEALTH ADVISORS, LLC Atlanta, GA 2/11/2026
Pachira Investments Inc. Dana Point, CA 2/2/2026
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 11/14/2017
Pacific Asset Management, LLC Gig Harbor, WA 1/28/2026
Pacific Capital Partners Ltd London, X0 4/9/2026
Pacific Capital Wealth Advisors, Inc. Corona, CA 1/26/2026
Pacific Center for Financial Services San Ramon, CA 2/17/2026
Pacific Edge Advisors, LLC 10/13/2021
Pacific Excel Wealth Advisors, Inc. Walnut Creek, CA 2/18/2026
PACIFIC FINANCIAL GROUP INC Nashville, TN 2/17/2026
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 4/24/2025
Pacific Grove Capital LP 11/13/2019
PACIFIC HEIGHTS ASSET MANAGEMENT LLC San Francisco, CA 2/5/2026
Pacific Life Fund Advisors LLC Newport Beach, CA 1/26/2026
Pacific Park Financial, Inc. Lagina Hills, CA 1/30/2026
Pacific Point Advisors, LLC San Diego, CA 1/21/2026
Pacific Ridge Capital Partners, LLC Lake Oswego, OR 2/4/2026
Pacific Sage Partners, LLC Edmonds, WA 1/16/2026
PACIFIC SUN FINANCIAL CORP Los Angeles, CA 2/5/2026
PACIFIC VIEW ASSET MANAGEMENT, LLC 11/14/2019
Pacific Wealth Management San Diego, CA 2/12/2026
Pacific Wealth Strategies Group, Inc. Santa Barbara, CA 2/9/2026
Pacifica Capital Investments, LLC Leander, TX 2/12/2026
Pacifica Partners Inc. Surrey, Z4 4/9/2026
PACK Private Wealth, LLC Wayzata, MN 2/17/2026
Packer & Co Ltd Cottesloe, C3 1/20/2026
Pactiv General Employee Benefit Trust 11/13/2023
PacWest Financial Management Inc 1/10/2017
Page Arthur B 4/29/2024
PagnatoKarp Partners LLC 11/5/2020
Pagoda Asset Management, LP 7/12/2018
Painted Porch Advisors LLC Santa Barbara, CA 3/19/2026
Palacios Wealth Management, LLC Ormond Beach, FL 1/28/2026
Paladin Advisory Group, LLC Clive, IA 1/21/2026
Paladin Wealth, LLC Arden Hills, MN 1/15/2026
Palantir Technologies Inc. 11/14/2023
Palatine Hill Wealth Management, LLC Birmingham, MI 2/10/2026
Pale Fire Capital SE Prague, 2N 2/13/2026
Palestra Capital Management LLC New York, NY 2/17/2026
Palidye Holdings (Caymans) Ltd Grand Cayman, E9 2/17/2026
Palisade Asset Management, LLC Minneapolis, MN 2/13/2026
PALISADE CAPITAL MANAGEMENT, LP Fort Lee, NJ 2/17/2026
Palisades Hudson Asset Management, L.P. Fort Lauderdale, FL 1/30/2026
Palisades Investment Partners, LLC Santa Monica, CA 1/20/2026
PALLADIEM, LLC Bryn Mawr, PA 2/11/2026
PALLADIUM PARTNERS LLC 4/26/2022
Pallas Capital Advisors LLC Braintree, MA 1/14/2026
Paller Financial Services Inc Centennial, CO 1/15/2026
Palliser Capital (UK) Ltd London, X0 2/13/2026
Palmer Knight Co Jacksonville, FL 2/3/2026
Palo Alto Investors LP Palo Alto, CA 2/17/2026
PALO ALTO WEALTH ADVISORS, LLC 11/12/2025
Palo Capital, Inc. 1/30/2019
Palo Duro Investment Partners, LP Chicago, IL 2/17/2026
Palogic Value Management, L.P. Dallas, TX 2/17/2026
Paloma Partners Management Co Greenwich, CT 2/17/2026
Palouse Capital Management, Inc. Spokane, WA 1/23/2026
Palumbo Wealth Management LLC Great Neck, NY 1/21/2026
Pamalican Asset Management Ltd 11/7/2025
Pamplona Capital Management, LLC New York, NY 2/13/2026
PANAGORA ASSET MANAGEMENT INC Boston, MA 2/13/2026
Pandi, LLC Kansas City, MO 2/5/2026