Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
OAK HILL ADVISORS LP New York, NY 5/15/2026
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 4/30/2026
Oak Root LLC Santa Barbara, CA 4/10/2026
Oak Thistle LLC New York, NY 4/10/2026
Oak Wealth Advisors LLC Northbrook, IL 4/21/2026
OAKBROOK INVESTMENTS LLC 4/22/2020
Oakcliff Capital Partners, LP New York, NY 5/15/2026
Oakhurst Advisors,LLC 2/15/2023
OAKLAND FINANCIAL CORP Sterling Heights, MI 4/28/2026
Oakmont Advisory Group, LLC Albuquerque, NM 5/12/2026
OAKMONT Corp Los Angeles, CA 5/12/2026
OAKTOP CAPITAL MANAGEMENT II, L.P. Chatham, NJ 5/14/2026
OAKTREE CAPITAL MANAGEMENT LP Los Angeles, CA 5/20/2026
Oaktree Fund Advisors, LLC Los Angles, CA 5/20/2026
OakTrust Wealth Advisors, LLC Wilton, CT 4/23/2026
Oakum Bay Capital LLC Westport, CT 5/14/2026
OAKVIEW CAPITAL MANAGEMENT, L.P. 11/8/2024
Oakwell Private Wealth Management, LLC Austin, TX 5/1/2026
OAKWOOD CAPITAL MANAGEMENT LLC/CA 7/22/2021
Oakworth Capital, Inc. Birmingham, AL 4/24/2026
OARSMAN CAPITAL, INC. Milwaukee, WI 4/27/2026
Oasis Advisors, LLC Forest City, IA 5/4/2026
Oasis Management Co Ltd. Grand Cayman, E9 5/14/2026
Oath Planning, LLC Tulsa, OK 5/8/2026
Obermeyer Wealth Partners Aspen, CO 4/20/2026
OBERNDORF WILLIAM E San Francisco, CA 5/14/2026
OBERWEIS ASSET MANAGEMENT INC/ Lisle, IL 5/15/2026
Obion Capital Management LP Miami, FL 5/15/2026
Objective Capital Management, LLC Pepper Pike, OH 5/4/2026
Objectivity Squared, LLC Charleston, SC 5/13/2026
OBSIDIAN CIO, LLC New York, NY 5/11/2026
Obsidian Personal Planning Solutions LLC 11/13/2025
Obsido Oy Tampere, H9 5/15/2026
Obvious Management Services, L.L.C. 11/14/2022
Occam Crest Management LP Darien, CT 5/15/2026
Occidental Asset Management, LLC Burlingame, CA 4/15/2026
OCCUDO QUANTITATIVE STRATEGIES LP Fort Lauderdale, FL 5/15/2026
OCEAN ARETE LTD 10/16/2023
Ocean Endowment Partners, LLC 11/4/2021
Ocean Park Asset Management, LLC Santa Monica, CA 4/16/2026
Oceanic Investment Management LTD Douglas, Y8 5/13/2026
Oceanside Advisors LLC Mount Pleasant, SC 4/28/2026
OCEANWOOD CAPITAL MANAGEMENT LTD 8/14/2019
OCO Capital Partners, L.P. New York, NY 5/15/2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) Chicago, IL 5/15/2026
Octagon Capital Advisors LP New York, NY 5/15/2026
Octahedron Capital Management L.P. Burlingame, CA 5/15/2026
Octavia Wealth Advisors, LLC Cincinnati, OH 4/10/2026
October Effect Ltd Virginia Beach, VA 4/21/2026
ODDO BHF ASSET MANAGEMENT SAS Paris, I0 6/5/2026
Oder Investment Management, LLC Woodland Hills, CA 5/5/2026
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 5/7/2026
Odyssean, LLC Darien, CT 5/15/2026
Odyssey Capital Advisors, Inc. Bala Cynwyd, PA 4/29/2026
OECHSLE INTERNATIONAL ADVISORS, LLC 11/2/2015
OEP CAPITAL ADVISORS, L.P. New York, NY 5/7/2026
OFC FINANCIAL PLANNING, LLC Short Hills, NJ 5/6/2026
OFFIT CAPITAL ADVISORS LLC 10/5/2023
OFI INVEST ASSET MANAGEMENT Issy Les Moulineaux, I0 5/5/2026
OFS Enterprise LLC Kearney, NE 4/9/2026
OGBORNE CAPITAL MANAGEMENT, LLC San Francisco, CA 5/15/2026
OGOREK ANTHONY JOSEPH /NY/ /ADV Williamsville, NY 5/11/2026
OIKOS HOLDINGS LLC 7/31/2024
OKABENA INVESTMENT SERVICES INC Minneapolis, MN 5/15/2026
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 5/15/2026
OLD MISSION CAPITAL, LLC 2/17/2021
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 8/14/2018
OLD NATIONAL BANCORP /IN/ Evansville, IN 4/21/2026
Old North State Trust, LLC Greensboro, NC 5/13/2026
Old North State Wealth Management, LLC Wilmington, NC 4/17/2026
Old Peak Finance LLC Chapel Hill, NC 4/24/2026
Old Port Advisors Portland, ME 4/6/2026
OLD REPUBLIC INTERNATIONAL CORP Chicago, IL 7/6/2026
OLD SECOND NATIONAL BANK OF AURORA Aurora, IL 4/21/2026
Old Well Partners, LLC 11/13/2025
Old West Investment Management, LLC Los Angeles, CA 5/12/2026
Olde Wealth Management, LLC Sammamish, WA 5/12/2026
Oldfather Financial Services, LLC Kearney, NE 1/16/2026
Oldfield Partners LLP London, X0 4/29/2026
OLIO Financial Planning Mclean, VA 4/14/2026
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 5/19/2026
Olstein Capital Management, L.P. Purchase, NY 4/21/2026
Olympiad Research LP Stamford, CT 5/13/2026
Olympus Peak Asset Management LP Greenwich, CT 5/15/2026
OLYMPUS WEALTH MANAGEMENT, LLC 7/17/2025
OMC Financial Services LTD Dewitt, NY 4/30/2026
Omega Advisors Inc. 2/14/2019
Omega Financial Group, LLC Santa Barbara, CA 5/12/2026
Omega Fund Management, LLC Boston, MA 5/15/2026
OMERS ADMINISTRATION Corp Toronto, A6 5/15/2026
OMNI 360 Wealth, Inc. Plainsboro, NJ 4/10/2026
OMNI PARTNERS LLP 5/17/2021
Omni Partners US LLC 11/15/2021
Omnia Family Wealth, LLC Aventura, FL 5/7/2026
OmniStar Financial Group, Inc. Wilmington, NC 5/15/2026
Omnitrust Wealth Management, Inc Jacksonville, FL 4/22/2026
OMT Capital Management LLC 2/16/2016
Once Capital Management, LLC New York, NY 5/6/2026
ONE Advisory Partners, LLC Overland Park, KS 4/13/2026
One Capital Management, LLC Westlake Village, CA 5/12/2026
One Charles Private Wealth Services, LLC Hingham, MA 5/7/2026
One Day In July LLC Burlington, VT 5/5/2026
One Degree Advisors Inc San Diego, CA 5/1/2026
One Fin Capital Management LP San Francisco, CA 5/15/2026
One Madison Group LLC New York, NY 5/15/2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC Jupiter, FL 4/20/2026
One River Asset Management, LLC Stamford, CT 4/27/2026
One Rock Capital Partners, LLC New York, NY 5/15/2026
One Tusk Investment Partners LP 11/1/2019
One Wealth Advisors, LLC San Francisco, CA 4/21/2026
ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale, AZ 5/4/2026
One Wealth Management Investment & Advisory Services, LLC Boca Raton, FL 1/14/2026
One Wealth Map LLC Las Vegas, NV 5/4/2026
One William Street Capital Management, L.P. New York, NY 5/14/2026
One01 Capital, LP 11/14/2023
One68 Global Capital, LLC New York, NY 5/15/2026
one8zero8, LLC Greensboro, NC 5/7/2026
OneAscent Family Office, LLC Birmingham, AL 4/21/2026
OneAscent Financial Services LLC Birmingham, AL 4/21/2026
OneAscent Investment Solutions LLC Birmingham, AL 4/29/2026
OneAscent Wealth Management LLC Birmingham, AL 4/21/2026
OneDigital Investment Advisors LLC Overland Park, KS 5/8/2026
Onex Canada Asset Management Inc. Toronto, A6 5/15/2026
ONTARIO TEACHERS PENSION PLAN BOARD Toronto, A6 5/11/2026
Onyx Bridge Wealth Group LLC Tarrytown, NY 4/22/2026
Onyx Financial Advisors, LLC Idaho Falls, ID 4/14/2026
OnyxPoint Global Management LP New York, NY 5/15/2026
OP Asset Management Ltd Helsinki, H9 4/21/2026
OPAL CAPITAL LLC Boca Raton, FL 5/15/2026
Opal Wealth Advisors, LLC Jericho, NY 4/14/2026
Opaleye Management Inc. Boston, MA 5/15/2026
Open Field Capital LLC 10/16/2014
OpenArc Corporate Advisory, LLC Atlanta, GA 5/11/2026
OpenView Management, LLC 10/24/2024
Opera Trading Capital 1/22/2019
Operose Advisors LLC Milwaukee, WI 5/12/2026
Opes Advisors Inc 2/11/2019
Opes Wealth Management LLC Menlo Park, CA 4/28/2026
Ophir Asset Management Pty Ltd Sydney, C3 5/15/2026
OPINICUS CAPITAL, INC. Tampa, FL 5/5/2026
Oppenheimer & Close, LLC New York, NY 5/12/2026
OPPENHEIMER & CO INC New York, NY 4/23/2026
OPPENHEIMER ASSET MANAGEMENT INC. New York, NY 4/23/2026
OppenheimerFunds, Inc. 5/13/2019
OPSEU Pension Plan Trust Fund 5/7/2024
Optas, LLC Dripping Springs, TX 4/24/2026
Opti Capital Management, LP New York, NY 5/15/2026
OptiFour Integrated Wealth Management, LLC 1/16/2020
OPTIMA CAPITAL LLC Portland, OR 5/4/2026
Optima Fund Management LLC 8/14/2019
Optimal Asset Management, Inc. 11/15/2021
OPTIMAS CAPITAL Ltd Central, K3 5/6/2026
Optimist Retirement Group LLC Bellevue, WA 5/11/2026
Optimize Financial Inc Laguna Hills, CA 5/12/2026
OPTIMUM INVESTMENT ADVISORS 10/21/2025
Optimum Quantvest Corp 11/13/2020
Optimus Capital Advisors, LLC Coppel, TX 6/24/2026
Optimus Prime Fund Management Co., Ltd. Grand Cayman, E9 5/15/2026
Optiver Holding B.V. Amsterdam, P7 6/2/2026
Optiver US LLC 2/10/2021
Optivise Advisory Services LLC Franklin, TN 4/15/2026
Opulen Financial Group LLC Arlington, VA 4/29/2026
Opus Capital Group, LLC Cincinnati, OH 4/30/2026
Opus Financial Solutions LLC Downers Grove, IL 5/8/2026
OPUS INVESTMENT MANAGEMENT INC Worcester, MA 5/13/2026
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 5/8/2026
Orange Investment Advisors, Inc. Goshen, NY 4/22/2026
ORBA Wealth Advisors, L.L.C. Chicago, IL 4/28/2026
ORBIMED ADVISORS LLC New York, NY 5/15/2026
Orbis Allan Gray Ltd Hamilton, D0 5/15/2026
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 4/23/2026
Orca Wealth Management, LLC New Port Richey, FL 4/23/2026
Orcam Financial Group Encinitas, CA 5/12/2026
Orchard Capital Management, LLC Chicago, IL 5/13/2026
Orchard Hill Capital Management LP 11/16/2016
Ordinal Holdings ManageCo, LP 10/14/2022
Oregon Health & Science University 2/14/2023