Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Pandora Wealth, Inc. Oakbrook Terrace, IL 2/4/2026
Panning Capital Management, LP 11/14/2016
Panoramic Capital Partners, LLC Lake Oswego, OR 4/8/2026
Panoramic Capital, LLC Larkspur, CA 2/17/2026
Panoramic Hills Capital Ltd Road Town, D8 2/17/2026
PANORAMIC INVESTMENT ADVISORS, LLC Denver, CO 2/5/2026
Pantechnicon Advisors LLP 7/24/2024
Pantera Capital Partners LP San Francisco, CA 2/27/2026
Pantheon Investment Group, LLC 2/11/2022
PANTHERA INVESTMENT GmbH 5/15/2015
Panview Asian Equity Master Fund 11/13/2024
Panview Capital Ltd Hong Kong, K3 2/13/2026
Papamarkou Wellner Asset Management inc. New York, NY 2/18/2026
PAR CAPITAL MANAGEMENT INC Boston, MA 2/17/2026
PARA ADVISORS LLC 11/14/2016
Paracle Advisors, LLC 5/13/2021
Paradice Investment Management LLC Denver, CO 1/28/2026
Paradiem, LLC Covington, LA 1/6/2026
PARADIGM ASSET MANAGEMENT CO LLC New York, NY 2/4/2026
Paradigm Biocapital Advisors LP New York, NY 2/17/2026
PARADIGM CAPITAL MANAGEMENT INC/NY Albany, NY 2/12/2026
Paradigm Capital Management, LLC/NV Reno, NV 2/6/2026
Paradigm Financial Advisors, LLC 2/10/2022
Paradigm Operations LP San Francisco, CA 2/17/2026
Paradigm, Strategies in Wealth Management, LLC Maple Grove, MN 1/22/2026
Paradoxiom Capital L.P. 5/15/2025
Parafestas Anastasios Boston, MA 2/13/2026
ParaFi Capital LP New York, NY 2/13/2026
Paragon Advisors, LLC College Station, TX 1/12/2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE Dallas, TX 2/12/2026
Paragon Associates II, Ltd Dallas, TX 2/20/2014
PARAGON CAPITAL MANAGEMENT INC Provo, UT 1/23/2026
Paragon Capital Management LLC Overland Park, KS 2/13/2026
Paragon Capital Management Ltd Denver, CO 1/22/2026
PARAGON FINANCIAL PARTNERS, INC. Woodland Hills, CA 1/21/2026
Paragon Private Wealth Management, LLC Lexington, KY 2/11/2026
Paragon Wealth Strategies, LLC 1/3/2024
Paralel Advisors LLC Denver, CO 2/12/2026
Parallax Volatility Advisers, L.P. San Francisco, CA 2/17/2026
Parallel Advisors, LLC San Francisco, CA 2/11/2026
Parameter Capital Management LLC 11/14/2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC 5/16/2022
Parametric Risk Advisors LLC 11/14/2016
Parametrica Management Ltd Wanchai, K3 2/10/2026
Parasol Investment Management, LLC 4/24/2017
Parcion Private Wealth LLC Bellevue, WA 1/26/2026
ParenteBeard Wealth Management, LLC 1/28/2015
Parian Global Management LP 11/14/2022
Pariax, LLC 2/14/2024
Parisi Gray Wealth Management Mendham, NJ 4/8/2026
Park Avenue Institutional Advisers LLC New York, NY 2/10/2026
PARK AVENUE SECURITIES LLC New York, NY 4/7/2026
Park Capital Group, Inc. 5/27/2021
Park Capital Management, LLC / WI Madison, WI 1/20/2026
PARK CIRCLE Co Baltimore, MD 2/13/2026
Park Edge Advisors, LLC Cleveland, OH 1/16/2026
PARK NATIONAL CORP /OH/ Newark, OH 1/5/2026
Park Place Capital Corp Homewood, AL 4/9/2026
PARK PRESIDIO CAPITAL LLC San Francisco, CA 2/17/2026
Park Square Financial Group, LLC Roswell, GA 2/5/2026
Park State Asset Management Beverly, MA 2/17/2026
Park West Asset Management LLC San Francisco, CA 2/17/2026
Parker Financial LLC Silverdale, WA 2/3/2026
Parker Investment Management, LLC Menlo Park, CA 2/13/2026
Parkman Healthcare Partners LLC Stamford, CT 2/17/2026
Parkshore Wealth Management, Inc. Granite Bay, CA 2/9/2026
Parkside Advisors LLC 7/9/2025
Parkside Financial Bank & Trust Saint Louis, MO 2/13/2026
Parkside Investments, LLC Deerfield, IL 4/8/2026
Parkway Wealth Management Group, LLC Plano, TX 2/10/2026
Parkwood LLC Cleveland, OH 2/17/2026
Parkwoods Wealth Partners, LLC Syracuse, NY 1/15/2026
Parkworth Wealth Management, Inc. 8/13/2025
PARNASSUS INVESTMENTS, LLC San Francisco, CA 2/12/2026
Parplus Partners 5/14/2020
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC Minneapolis, MN 2/10/2026
Parsec Financial Management, Inc. 4/6/2023
Parsifal Capital Management, LP Greenwich, CT 2/17/2026
Parsonex Advisory Services, Inc. Englewood, CO 2/12/2026
PARSONS CAPITAL MANAGEMENT INC/RI Providence, RI 1/13/2026
PARTHENON LLC Louisville, KY 1/23/2026
Partner Investment Management, L.P. 2/14/2020
PartnerRe Asset Management CORP Stamford, CT 1/13/2026
PartnerRe Principal Finance Inc. 10/27/2016
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 11/13/2017
PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston, MA 2/13/2026
Partners Group Holding AG Baar Zug, V8 2/6/2026
Partners in Financial Planning Salem, VA 2/2/2026
Partners Value Investments L.P. Hamilton, D0 2/13/2026
PARTNERS WEALTH MANAGEMENT, LLC Carmel By The Sea, CA 1/20/2026
Partnership Wealth Management, LLC Towson, MD 4/8/2026
Partnervest Advisory Services LLC 11/3/2020
PARUS FINANCE (UK) Ltd London, X0 2/10/2026
Parus Finance SA Paris, I0 6/26/2014
Parvin Asset Management, LLC Sioux Falls, SD 2/17/2026
Parvus Asset Management Europe Ltd 5/15/2025
Parvus Asset Management Jersey Ltd St. Helier, Y9 2/17/2026
Pasadena Private Wealth, LLC Pasadena, CA 2/10/2026
Passaic Partners LLC Newark, NJ 2/11/2026
Passive Capital Management, LLC. Baltimore, MD 2/5/2026
Passport Capital, LLC 2/14/2020
Passumpsic Savings Bank St. Johnsbury, VT 2/5/2026
PASTEL & ASSOCIES SA 10/11/2018
Pathfinder Wealth Consulting, Inc. Wilmington, NC 2/9/2026
Pathlight Investors LLC 2/19/2019
PATHSTONE FAMILY OFFICE, LLC 1/16/2024
Pathstone Holdings, LLC Englewood, NJ 2/13/2026
PATHWAY CAPITAL MANAGEMENT, LP Irvine, CA 2/4/2026
Pathway Financial Advisers, LLC Auburn, IN 2/6/2026
Pathway Financial Advisors LLC South Burlington, VT 4/7/2026
Patient Capital Management, LLC Baltimore, MD 2/13/2026
Patient Square Capital LP Menlo Park, CA 2/12/2026
PATRICK M SWEENEY & ASSOCIATES, INC Libertyville, IL 2/4/2026
Patrick Mauro Investment Advisor, INC. Oak Brook, IL 2/10/2026
Patriot Financial Group Insurance Agency, LLC Westborough, MA 1/26/2026
Patriot Financial Partners GP II, L.P. Radnor, PA 2/10/2026
PATRIOT FINANCIAL PARTNERS GP, LP 8/13/2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Knoxville, TN 1/23/2026
Patriot Wealth Management, Inc. 1/7/2019
PATRIZIA Pty Ltd 10/11/2024
PATRON PARTNERS, LLC Houston, TX 2/11/2026
PATTEN & PATTEN INC/TN Chattanooga, TN 2/3/2026
Patten Group, Inc. Chattanooga, TN 1/23/2026
PATTON ALBERTSON MILLER GROUP, LLC Chattanooga, TN 2/3/2026
PATTON FUND MANAGEMENT, INC. New York, NY 1/23/2026
Paul John Balson 2/17/2021
Paul R. Ried Financial Group, LLC Bellevue, WA 2/6/2026
PAULSON & CO. INC. Jersey City, NJ 2/17/2026
Paulson Wealth Management Inc. West Palm Beach, FL 2/5/2026
Pavadi Capital LLC 2/14/2024
Pavion Blue Capital, LLC Newport Beach, CA 1/27/2026
PAX Financial Group, LLC San Antonio, TX 2/5/2026
PAYDEN & RYGEL Los Angeles, CA 2/6/2026
PAYDEN & RYGEL INVESTMENT GROUP 10/9/2024
Payne Capital LLC Lake Oswego, OR 1/20/2026
Payne Capital Management, LLC New York, NY 2/2/2026
PayPay Securities Corp Tokyo, M0 1/26/2026
PB INVESTMENT PARTNERS, L.P. Burlingame, CA 2/13/2026
PBCay One RSC Ltd Abu Dhabi, C0 2/5/2026
PBMares Wealth Management LLC 10/27/2025
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen, G7 4/10/2026
PCA Investment Advisory Services Inc. Cincinnati, OH 2/10/2026
PCB Capital LLC East Brunswick, NJ 4/9/2026
PCG ASSET MANAGEMENT, LLC Gladstone, NJ 2/12/2026
PCG Wealth Advisors, LLC Overland Park, KS 2/5/2026
PCJ Investment Counsel Ltd. Toronto, A6 2/10/2026
PCM Encore, LLC Aspen, CO 2/13/2026
PCO INVESTMENT MANAGEMENT LP 8/14/2015
PDS Planning, Inc Dublin, OH 1/26/2026
PDT Partners, LLC New York, NY 2/17/2026
Peachtree Investment Advisors, Inc. 1/14/2019
Peachtree Investment Partners, LLC Indian River Shores,, FL 2/11/2026
Peak Asset Management, LLC Louisville, CO 2/5/2026
Peak Capital Management LLC 4/1/2020
PEAK FINANCIAL ADVISORS LLC Denver, CO 1/12/2026
Peak Financial Management, Inc. Wellesley, MA 1/23/2026
Peak Investments, LLC 8/13/2015
Peak Planning Group, LLC Centennial, CO 2/13/2026
Peak Retirement Planning, Inc. Columbus, OH 2/10/2026
Peak Ten Capital LLC 11/16/2015
Peak Wealth Management LLC Nashua, NH 2/4/2026
Peak XV Partners Operations LLC Trianon, O4 2/17/2026
PEAK6 Investments LLC 11/14/2024
PEAK6 Investments, L.P. 8/15/2018
PEAK6 LLC Austin, TX 3/30/2026
PeakShares LLC Tampa, FL 3/10/2026
PEAPACK GLADSTONE FINANCIAL CORP Bedminster, NJ 2/10/2026
Peapod Lane Capital LLC Bedford Hills, NY 1/28/2026
PEAR TREE ADVISORS INC 8/12/2016
Pearl Planning LLC Dexter, MI 2/3/2026
Pearl River Capital, LLC 11/13/2025
PEAVINE CAPITAL, LLC Reno, NV 1/21/2026
PECAUT & CO. Sioux City, IA 2/10/2026
PECONIC PARTNERS LLC New York, NY 2/17/2026
PEDDOCK CAPITAL ADVISORS, LLC Braintree, MA 1/21/2026
PEG CAPITAL MANAGEMENT INC /NH/ 5/6/2015
Pegasus Asset Management, Inc. Morristown, NJ 2/2/2026
Pegasus Partners Ltd. 11/1/2024
Peirce Capital Management, LLC The Woodlands, TX 2/6/2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Warsaw, R9 1/27/2026
Pekin Hardy Strauss, Inc. Chicago, IL 1/30/2026
Pelham Capital Ltd. London, X0 2/11/2026
PELHAM GLOBAL FINANCIALS LTD 10/24/2023
Pelion, Inc. 11/10/2025
Pelorus Jack Capital, L.P. 8/13/2018
Peloton Wealth Strategists Indianapolis, IN 2/17/2026
Pembroke Management, LTD Montreal, A8 2/12/2026
Penbrook Management LLC New York, NY 1/6/2026
Pendal Group Ltd 1/19/2023
PenderFund Capital Management Ltd. Vancouver, A1 2/17/2026
PENINSULA ASSET MANAGEMENT INC Bradenton, FL 2/12/2026
Peninsula Wealth, LLC 2/13/2025
Penn Capital Management Company, LLC Philadelphia, PA 2/9/2026
PENN DAVIS MCFARLAND INC Dallas, TX 1/16/2026
Penn Mutual Asset Management Conshohocken, PA 1/23/2026
PENN MUTUAL LIFE INSURANCE CO 8/9/2018
Pennant Capital Management, LLC 11/14/2018
Pennant Investors, LP Summit, NJ 2/17/2026
Pennant Select, LLC Summit, NJ 2/17/2026
PENNEY FINANCIAL, LLC Houston, TX 1/21/2026