Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Private Portfolio Partners LLC 2/12/2025
PRIVATE TRUST CO NA Cleveland, OH 1/26/2026
Private Vista, LLC 7/31/2020
Private Wealth Advisors, Inc. 2/9/2021
Private Wealth Advisors, LLC Fresno, CA 2/6/2026
Private Wealth Asset Management, LLC Omaha, NE 2/10/2026
Private Wealth Group, LLC Tampa, FL 1/12/2026
Private Wealth Management Group, LLC Princeton, NJ 1/23/2026
Private Wealth Partners, LLC Mill Valley, CA 1/27/2026
Private Wealth Strategies, L.L.C. 8/1/2024
Privium Fund Management (UK) Ltd London, X0 2/3/2026
Privium Fund Management B.V. Amsterdam, P7 2/3/2026
Proactive Wealth Strategies LLC Marietta, GA 2/5/2026
PROATHLETE WEALTH MANAGEMENT LLC Boca Raton, FL 1/28/2026
Probabilities Fund Management, LLC 2/11/2022
Probity Advisors, Inc. Dallas, TX 1/27/2026
Processus Wealth & Capital Management, LLC Brentwood, TN 1/7/2026
ProCore Advisors, LLC Newport Beach, CA 1/21/2026
Procyon Advisors, LLC Shelton, CT 1/7/2026
Prodigy Asset Management LLC Omaha, NE 2/10/2026
Proem Advisors LLC Dallas, TX 2/4/2026
PROFESSIONAL ADVISORY SERVICES INC Vero Beach, FL 1/12/2026
Professional Financial Advisors, LLC North Platte, NE 1/15/2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV Vienna, VA 2/19/2026
PROFESSIONAL PLANNING 11/15/2021
PROFFITT & GOODSON INC Knoxville, TN 1/27/2026
Proficio Capital Partners LLC Newton, MA 2/12/2026
Profit Investment Management, LLC North Bethesda, MD 1/8/2026
PROFUND ADVISORS LLC Bethesda, MD 2/6/2026
Progeny 3, Inc. Kirkland, WA 2/17/2026
Progressive Investment Management Corp Lake Oswego, OR 2/13/2026
PROMETHIUM ADVISORS,LLC Bethesda, MD 2/12/2026
Promethos Capital, LLC Boston, MA 2/13/2026
Promus Capital, LLC 11/13/2025
PROOF Management, LLC 10/14/2020
Propel Bio Management, LLC Los Angeles, CA 2/11/2026
Proprium Capital Partners, L.P. 11/2/2017
ProQuest Associates IV LLC 11/14/2018
Proquility Private Wealth Partners, LLC 5/15/2025
ProShare Advisors LLC Bethesda, MD 2/6/2026
Prosight Management, LP Dallas, TX 2/13/2026
Prosiris Capital Management LP 11/13/2017
Prospect Capital Advisors, LLC Sausalito, CA 2/17/2026
Prospect Financial Group LLC Arlington, VA 2/10/2026
Prospect Financial Services LLC Melville, NY 2/6/2026
Prospect Hill Management, LLC Short Hills, NJ 1/29/2026
PROSPECTOR FUNDS, INC. 11/13/2024
PROSPECTOR PARTNERS LLC Guilford, CT 2/13/2026
Prospera Capital Management, LLC Gilbert, AZ 4/8/2026
Prospera Financial Services Inc Dallas, TX 2/9/2026
Prosperitas Financial LLC Valencia, CA 2/4/2026
Prosperity Advisers, LLC Fort Washington, PA 1/23/2026
PROSPERITY BANCSHARES INC Houston, TX 2/17/2026
Prosperity Capital Management Ltd 5/15/2020
Prosperity Consulting Group, LLC Owings Mills, MD 2/17/2026
Prosperity Financial Group, Inc. San Ramon, CA 1/26/2026
Prosperity Planning, Inc. North Kansas City, MO 1/14/2026
Prosperity Wealth Management, Inc. San Ramon, CA 3/27/2026
Prossimo Advisors, LLC San Luis Obispo, CA 2/6/2026
Prostatis Group LLC Hanover, MD 2/17/2026
PROTECTIVE LIFE CORP Birmingham, AL 2/17/2026
PROVENANCE CAPITAL ADVISORS LP 2/13/2017
Provenance Wealth Advisors, LLC Fort Lauderdale, FL 1/26/2026
PROVENCE WEALTH MANAGEMENT GROUP 2/6/2024
Provenire Capital, LLC 11/15/2021
PROVIDA PENSION FUND ADMINISTRATOR Las Condes, Santiago, F3 2/26/2026
Providence Capital Advisors, LLC Charlotte, NC 2/12/2026
Providence Equity Partners L.L.C. Providence, RI 2/17/2026
Providence Financial Advisors, LLC Overland Park, KS 2/10/2026
Providence First Trust Co Scottsdale, AZ 2/3/2026
Providence Wealth Advisors, LLC Frankfort, IL 2/6/2026
Provident Co of the Employees of the Hebrew University LTD Jerusalem, L3 2/11/2026
Provident Investment Management, Inc. Novi, MI 2/4/2026
Provident Living Financial Services, Inc. Lehi, UT 1/21/2026
PROVIDENT TRUST CO Waukesha, WI 2/2/2026
Provident Wealth Management, LLC Brentwood, TN 1/28/2026
ProVise Management Group, LLC Clearwater, FL 1/29/2026
Proxima Capital Management, LLC 11/16/2020
Prudence Asset Management Ltd 11/13/2018
Prudence Investment Management (Hong Kong) Ltd. 11/9/2022
PRUDENT INVESTORS NETWORK, INC. Lake Forest, CA 2/5/2026
Prudent Man Advisors, LLC Naperville, IL 2/11/2026
Prudent Man Investment Management, Inc. Louisville, CO 2/12/2026
PRUDENTIAL FINANCIAL INC Newark, NJ 2/13/2026
PRUDENTIAL PLC London, X0 2/11/2026
PRW Wealth Management LLC 11/1/2023
Prysm Capital, L.P. 7/1/2025
Psagot Value Holdings Ltd. 12/6/2021
Psagot Value Holdings Ltd. / (Israel) 10/9/2024
PSG Equity L.L.C. Boston, MA 2/3/2026
PSI Advisors, LLC Tampa, FL 2/9/2026
PSP Research LLC Newtown Square, PA 2/6/2026
PSquared Asset Management AG Zurich, V8 2/13/2026
PT ASSET MANAGEMENT, LLC 11/14/2018
PTM WEALTH MANAGEMENT, LLC North Wales, PA 4/8/2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Denver, CO 2/13/2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Columbus, OH 2/17/2026
PUBLIC INVESTMENT FUND Al Aqiq District, Riyadh, T0 2/17/2026
PUBLIC SECTOR PENSION INVESTMENT BOARD Montreal, A8 2/13/2026
PUFF WEALTH MANAGEMENT, LLC Haddonfield, NJ 1/7/2026
Puissance Capital Management LP 11/12/2020
Pullen Investment Management, LLC Bradenton, FL 1/20/2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Edina, MN 2/17/2026
Punch Card Capital, L.P. 11/14/2014
Punch Card Management L.P. Winter Park, FL 2/17/2026
PURA VIDA INVESTMENTS, LLC New York, NY 2/13/2026
Pure Financial Advisors, LLC San Diego, CA 3/4/2026
PURE PORTFOLIOS HOLDINGS LLC Lake Oswego, OR 1/30/2026
PUREfi Wealth, LLC Boston, MA 1/12/2026
Pureheart Capital Pte Ltd. Singapore, U0 2/17/2026
Purkiss Capital Advisors LLC Ridgefield, CT 2/4/2026
Purpose Unlimited Inc. Toronto, A6 3/20/2026
PURSUE WEALTH PARTNERS LLC Alamo, CA 4/8/2026
Pursuit Wealth Management LLC Palm Beach Gardens, FL 1/26/2026
Purus Wealth Management, LLC Newport Beach, CA 1/27/2026
PUTNAM INVESTMENTS LLC 2/14/2024
Putney Financial Group LLC San Rafael, CA 1/23/2026
PUZO MICHAEL J Boston, MA 2/17/2026
PVG Asset Management 2/14/2017
PVG ASSET MANAGEMENT CORP Golden, CO 1/30/2026
PW ADVISORS, LLC \ FL Tallahassee, FL 2/17/2026
PW Nova Financial Services LLC Newtown, PA 4/9/2026
PW Partners Capital Management LLC 11/14/2016
PWMCO, LLC 4/17/2020
PYA Waltman Capital, LLC Knoxville, TN 2/13/2026
PYRRHO CAPITAL MANAGEMENT, LP 2/10/2017
Pythagorean Trading, LLC 11/13/2024
PZENA INVESTMENT MANAGEMENT LLC New York, NY 2/6/2026
Q Domestic Advisors, LLC 11/13/2014
Q Fund Management (Hong Kong) Ltd Hong Kong, K3 1/14/2026
Q Global Advisors, LLC Fort Worth, TX 2/17/2026
Q3 Asset Management Birmingham, MI 1/27/2026
Qalhat Capital Ltd St Helier, Y9 1/12/2026
QCI ASSET MANAGEMENT INC/NY 11/4/2021
QCM Cayman, Ltd. 11/4/2024
QFR Capital Management, L.P. 11/14/2016
Qiming U.S. Ventures Management, LLC 11/10/2025
QP WEALTH MANAGEMENT, LLC Boca Raton, FL 1/7/2026
qPULA Trading Management LP 2/14/2024
QRG CAPITAL MANAGEMENT, INC. Berwyn, PA 2/2/2026
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 11/14/2014
QS Investors, LLC 8/13/2021
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 11/14/2014
Qsemble Capital Management, LP New York, NY 2/5/2026
QSM Asset Management Ltd London, X0 1/15/2026
QSV Equity Investors LLC Lombard, IL 2/12/2026
QTR Family Wealth, LLC Lake Mary, FL 2/13/2026
Qtron Investments LLC Boston, MA 2/12/2026
Quad Capital Management Advisors LLC 4/20/2020
Quad-Cities Investment Group, LLC Davenport, IA 1/14/2026
Quadcap Wealth Management, LLC Frisco, TX 1/29/2026
QUADRANGLE GP INVESTORS LLC 2/9/2017
QUADRANT CAPITAL GROUP LLC Cincinnati, OH 2/13/2026
Quadrant Capital Management, LLC 1/29/2020
Quadrant Private Wealth Management, LLC Center Valley, PA 1/26/2026
Quadrant Real Estate Advisors LLC 10/16/2014
Quadratic Capital Management LLC Greenwich, CT 1/13/2026
Quadrature Capital LLP 10/20/2020
Quadrature Capital Ltd London, X0 2/17/2026
Quaero Capital S.A. 8/6/2025
Quaker Capital Investments, LLC Mount Lebanon, PA 2/13/2026
Quaker Wealth Management, LLC Moorestown, NJ 1/28/2026
QUALCOMM INC/DE 11/13/2023
Quality Growth Management, Inc. 4/15/2016
Quantamental Technologies LLC 11/14/2023
Quantbot Technologies LP New York, NY 2/10/2026
Quantedge Capital Pte Ltd Capital Square, U0 2/17/2026
Quantessence Capital LLC New York, NY 2/17/2026
QUANTIFY CHAOS ADVISORS, LLC Brooklyn, NY 2/6/2026
Quantinno Capital Management LP New York, NY 2/17/2026
Quantitative Advantage, LLC 5/12/2023
Quantitative Investment Management, LLC Charlottesville, VA 2/17/2026
Quantitative Strategies, Inc. 2/7/2025
Quantitative Systematic Strategies LLC 11/10/2022
QUANTITATIVE VALUE TECHNOLOGIES, LLC 8/13/2021
QUANTRES ASSET MANAGEMENT Ltd 4/12/2019
QUANTUM CAPITAL MANAGEMENT 11/16/2020
Quantum Capital Management, LLC / NJ Northfield, NJ 2/13/2026
Quantum Financial Advisors, LLC Santa Monica, CA 4/8/2026
Quantum Financial Planning Services, Inc. Spokane, WA 1/15/2026
Quantum Portfolio Management LLC New York, NY 2/12/2026
Quantum Private Wealth, LLC Tampa, FL 2/6/2026
QUARRY HILL ADVISORS, LLC St Paul, MN 1/26/2026
Quarry LP New York, NY 2/13/2026
Quartz Partners, LLC Saratoga Springs, NY 2/13/2026
Quattro Advisors LLC Pittsburgh, PA 2/13/2026
QUATTRO FINANCIAL ADVISORS LLC The Woodlands, TX 1/26/2026
Qube Research & Technologies Ltd London, X0 2/17/2026
Quent Capital, LLC New York, NY 1/29/2026
Quent Long Short Global Small Cap Fund, LP New York, NY 2/5/2026
QUENTEC ASSET MANAGEMENT LLC 4/25/2018
Quest 10 Wealth Builders, Inc. Fuquay Varina, VA 1/29/2026
QUEST CAPITAL MANAGEMENT INC /ADV 1/31/2022
QUEST INVESTMENT MANAGEMENT LLC Lake Oswego, OR 2/17/2026
Questar Asset Management, Inc. 8/8/2019
Quilter Investors LTD 11/8/2019
Quilter Plc London, X0 1/21/2026
Quinn Opportunity Partners LLC Charlottesville, VA 2/13/2026
Quintet Private Bank (Europe) S.A. Luxembourg, N4 1/20/2026
Quintium Advisors, LLC 8/15/2016