Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

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