Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Rock Springs Capital Management LP Baltimore, MD 2/17/2026
Rockbridge Capital Management LLC Alexandria, VA 2/12/2026
Rockbridge Investment Management, LCC Syracuse, NY 2/4/2026
Rockefeller Capital Management L.P. New York, NY 3/16/2026
ROCKEFELLER FINANCIAL SERVICES INC 2/2/2018
Rockingstone Advisors LLC Great Barrington, MA 4/9/2026
ROCKLAND TRUST CO Hanover, MA 1/15/2026
Rockline Wealth Management, LLC Islip Terrace, NY 2/10/2026
Rockport Wealth LLC Fairview Park, OH 2/6/2026
ROCKSHELTER CAPITAL MANAGEMENT LLC 8/6/2020
Rockville Capital, LLC 11/12/2015
Rockwood Wealth Management, LLC New Hope, PA 1/29/2026
Rocky Mountain Private Wealth Management, L.L.C. 11/14/2016
Rodgers & Associates, LTD Lancaster, PA 1/22/2026
Rodgers Brothers Inc. Harmony, PA 2/13/2026
Roehl & Yi Investment Advisors, LLC Eugene, OR 2/17/2026
ROFFMAN MILLER ASSOCIATES INC /PA/ Philadelphia, PA 1/22/2026
ROGCO, LP Claremore, OK 1/30/2026
Roger Wittlin Investment Advisory, LLC San Francisco, CA 1/20/2026
ROI Financial Advisors, LLC Beaverton, OR 2/13/2026
Rokos Capital Management (US) LP 11/14/2025
Rokos Capital Management LLP London, X0 2/13/2026
Rolek Wealth Management LLC Berwyn, PA 1/26/2026
Rollins Financial 2/13/2024
Rollins Financial Advisors, LLC Atlanta, GA 2/4/2026
ROMAN BUTLER FULLERTON & CO St Louis, MO 1/26/2026
ROMANO BROTHERS AND COMPANY Evanston, IL 1/14/2026
RONALD BLUE & CO LLC 7/28/2017
Ronit Capital LLP 11/4/2022
Roof Advisory Group, Inc. 8/8/2019
Roof Eidam Maycock Peralta, LLC San Francisco, CA 1/26/2026
ROOSEVELT INVESTMENT GROUP LLC 10/19/2022
Root Financial Partners, LLC Encinitas, CA 2/10/2026
Rooted Wealth Advisors, Inc. Bourbonnais, IL 2/9/2026
ROPES WEALTH ADVISORS LLC 10/19/2023
Rosalind Advisors, Inc. Toronto, A6 2/12/2026
Rose Park Advisors, LLC 10/9/2024
Rosen Andrew S. 10/3/2017
Rosenbaum Jay D. 11/7/2024
Rosenberg Matthew Hamilton Grand Junction, CO 4/6/2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA San Francisco, CA 2/13/2026
Rosenthal {-} Henry Capital Advisors, Inc. Mishawaka, IN 1/28/2026
ROSS\JOHNSON & Associates LLC Plymouth, MN 2/12/2026
Rossby Financial, LCC Melbourne, FL 2/12/2026
Rossmore Private Capital Glastonbury, CT 2/5/2026
Rotation Capital Management, LP 11/14/2017
Rotella Capital Management, Inc. 8/12/2016
Roth Financial Partners LLC Kingwood, TX 1/29/2026
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 2/14/2023
Rothschild & Co Wealth Management UK Ltd London, X0 1/28/2026
Rothschild Capital Partners, LLC New York, NY 2/17/2026
ROTHSCHILD INVESTMENT LLC Chicago, IL 2/10/2026
ROTHSCHILD INVESTMENT LLC /IL 10/16/2023
Rothschild Wealth LLC Oak Brook, IL 2/17/2026
Roubaix Capital, LLC Denver, CO 2/9/2026
Roumell Asset Management, LLC 8/13/2024
Round Hill Asset Management Pasadena, CA 2/12/2026
Round Rock Advisors LLC Wilton, CT 4/7/2026
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 2/16/2016
Round Table Services, LLC 10/25/2022
RoundAngle Advisors LLC Red Bank, NJ 4/8/2026
Roundview Capital LLC Princeton, NJ 2/9/2026
Route One Investment Company, L.P. San Francisco, CA 2/17/2026
Rovida Advisors Inc. Fort Lauderdale, FL 2/10/2026
Rovida Investment Management Ltd Grand Cayman, E9 2/10/2026
ROVIN CAPITAL /UT/ /ADV Mesa, AZ 2/9/2026
ROWLAND CARMICHAEL ADVISORS INC /ADV 1/15/2021
ROWLANDMILLER & PARTNERS.ADV Atlanta, GA 4/1/2026
Roxbury Financial LLC Mount Arlington, NJ 1/5/2026
ROYAL BANK OF CANADA Toronto, A6 2/17/2026
Royal Capital Management, LLC 11/16/2015
Royal Capital Wealth Management, LLC Carmel, IN 2/18/2026
Royal Fund Management, LLC Lady Lake, FL 1/15/2026
Royal Harbor Partners, LLC Houston, TX 2/19/2026
ROYAL LONDON ASSET MANAGEMENT LTD United Kingdom, X0 2/13/2026
Royal Palms Capital LLC Whitefish, MT 2/9/2026
Royalty Pharma Sub-Manager, LLC New York, NY 4/1/2026
ROYCE & ASSOCIATES LP New York, NY 2/9/2026
Roystone Capital Management LP 5/15/2019
RP Investment Advisors LP 11/14/2023
RP Management, LLC 8/6/2025
RPD Fund Management LLC New York, NY 2/17/2026
RPg Family Wealth Advisory, LLC Burlington, MA 2/13/2026
RPG Investment Advisory, LLC Pleasanton, CA 1/20/2026
RPM Capital Partners, LLC New York, NY 1/14/2026
RPO LLC Stamford, CT 2/17/2026
RPOA Advisors, Inc. Plano, TX 2/9/2026
RPS ADVISORY SOLUTIONS LLC Louisville, KY 2/6/2026
RPTC Inc. Jackson, WY 2/17/2026
RQSI Ltd 2/1/2016
RR Advisors, LLC Dallas, TX 2/12/2026
RR PARTNERS LP 10/14/2021
RRE Ventures GP III, LLC 11/8/2016
RRJ CAPITAL II LTD 10/28/2015
RRJ CAPITAL LTD 10/28/2015
RS CRUM INC. Newport Beach, CA 2/17/2026
RS INVESTMENT MANAGEMENT CO LLC 7/26/2016
RTD Financial Advisors, Inc. Philadelphia, PA 1/27/2026
RTLC Management, LLC 8/14/2014
RTW INVESTMENTS, LP New York, NY 2/17/2026
RUANE, CUNNIFF & GOLDFARB INC 5/15/2018
Ruane, Cunniff & Goldfarb L.P. New York, NY 2/13/2026
Rubicon Advisors, GP Redding, CA 3/9/2026
Rubicon Founders LLC Nashville, TN 2/17/2026
Rubicon Global Capital Ltd London, X0 1/20/2026
Rubric Capital Management LP New York, NY 2/13/2026
Rubric Capital Management, LLC 11/14/2016
Rudd International, Inc. 8/4/2020
Rudius Management LP New York, NY 2/17/2026
RUDMAN ERROL M 8/14/2019
Ruedi Wealth Management, Inc. Champaign, IL 2/6/2026
Ruffer LLP London, X0 1/28/2026
Ruggaard & Associates LLC Hudson, OH 2/20/2026
Ruggie Capital Group 10/29/2020
Ruggiero Investments, Inc. West Palm Beach, FL 2/12/2026
Rule One Partners, LLC Moreland, GA 2/11/2026
Running Oak Capital LLC Edina, MN 1/23/2026
Running Point Capital Advisors, LLC El Segundo, CA 2/17/2026
Runnymede Capital Advisors, Inc. Dublin, OH 1/21/2026
RUSH ISLAND MANAGEMENT, LP New York, NY 2/17/2026
Russell Clark Investment Management Ltd 11/3/2021
RUSSELL FRANK CO/ 4/29/2016
Russell Investments Group, Ltd. Seattle, WA 2/17/2026
RUTABAGA CAPITAL MANAGEMENT LLC/MA 11/10/2022
RV Capital AG Schindellegi, V8 1/30/2026
RVB CAPITAL MANAGEMENT LLC 5/13/2022
RVW Wealth, LLC Los Angeles, CA 4/8/2026
RW Investment Management LLC 11/14/2025
RWA WEALTH PARTNERS, LLC Newton, MA 2/12/2026
RWC ASSET ADVISORS (US) LLC Miami, FL 2/17/2026
RWC Asset Management LLP London, X0 2/11/2026
RWQ Financial Management Services, Inc. Naples, FL 2/2/2026
RWWM, Inc. Rocklin, CA 2/13/2026
Ryan Investment Management, Inc. Basalt, CO 1/12/2026
Rydar Equities, Inc. Weatherford, TX 1/21/2026
Rye Brook Capital LLC Greenwich, CT 1/27/2026
S Harris Financial Group, LLC San Antonio, TX 3/3/2026
S Squared Technology, LLC New York, NY 2/13/2026
S&CO INC Boston, MA 2/5/2026
S&T BANK/PA Indiana, PA 2/13/2026
S-Bank Fund Management Ltd Helsinki, H9 2/3/2026
S. MUOIO & CO. LLC 11/14/2022
S. R. Schill & Associates Mercer Island, WA 1/23/2026
S.A. Mason LLC Holland, MI 1/29/2026
S.A.C. GLOBAL INVESTORS, LLP 11/14/2014
S.C. Financial Services, Inc. 1/20/2023
S.E.E.D. Planning Group LLC Binghamton, NY 1/9/2026
SAB CAPITAL MANAGEMENT LP 3/31/2016
Saba Capital Management, L.P. New York, NY 2/17/2026
Sabadell Asset Management, S.A S.G.I.I.C 1/23/2024
Sabal Capital Management, LLC 11/10/2016
Sabal Trust CO 4/23/2025
Saban Capital Group LLC 11/13/2019
Saban Cheryl 11/8/2022
SABBY MANAGEMENT, LLC Miami Beach, FL 2/17/2026
Saber Capital Managment, LLC Fuquay Varina, NC 2/13/2026
SAC Capital Advisors LP 11/16/2015
Sachem Head Capital Management LP New York, NY 2/13/2026
SACHEM HILL LLC Denver, CO 2/12/2026
Sachetta, LLC Lynnfield, MA 2/2/2026
Sacks David O 11/9/2023
Saddle Point Management, L.P. 11/14/2022
Saddle Road Partners, LLC 1/6/2017
SaddleRock Capital Management LLC New York, NY 2/17/2026
SADOFF INVESTMENT MANAGEMENT LLC 10/31/2022
Safe Harbor Family Capital, LLC Chapel Hill, NC 1/30/2026
Safe Harbor Fiduciary, LLC Pensacola, FL 2/17/2026
Safe Harbor Wealth Advisors, LLC Dublin, OH 2/13/2026
Safeguard Financial, LLC 4/11/2025
Safeguard Investment Advisory Group, LLC Corona, CA 2/13/2026
Safir Wealth Advisors, LLC Greenland, NH 4/8/2026
Sagace Wealth Management LLC St. Petersburg, FL 2/2/2026
Sagard Capital Partners Management Corp 11/6/2019
Sagard Holdings Management Inc. 11/14/2025
SAGE ADVISORS, LLC Boulder, CO 1/13/2026
Sage Advisory Services, Ltd.Co. Austin, TX 1/28/2026
Sage Capital Advisors,llc Sioux Falls, SD 4/7/2026
Sage Capital Management, LLC 10/21/2015
Sage Capital Management, LLC Stockton, NJ 1/15/2026
SAGE FINANCIAL GROUP INC W. Conshohocken, PA 1/27/2026
Sage Financial Management Group, Inc. Mclean, VA 2/5/2026
Sage Investment Advisers LLC Wappingers Falls, NY 2/10/2026
Sage Investment Counsel LLC Franklin, TN 1/23/2026
Sage Mountain Advisors LLC Atlanta, GA 1/23/2026
Sage Partners Ltd 10/21/2022
SAGE PRIVATE WEALTH GROUP, LLC Oakbrook Terrace, IL 1/28/2026
SAGE RHINO CAPITAL LLC Menlo Park, CA 1/30/2026
Sage Rock Capital Management LP 11/14/2024
Sagefield Capital LP Dallas, TX 2/17/2026
SageGuard Financial Group, LLC Goodlettsville, TN 1/27/2026
SageOak Financial, LLC Tulsa, OK 2/13/2026
SAGESPRING WEALTH PARTNERS, LLC Franklin, TN 1/7/2026
SageView Advisory Group, LLC Newport Beach, CA 2/17/2026
SAGEVIEW CAPITAL LP 10/7/2020
Sagewood Asset Management LP New York, NY 2/17/2026
Sageworth Trust Co Lancaster, PA 2/3/2026
Sageworth Trust Co of South Dakota Sioux Falls, SD 1/30/2026
Sagil Capital LLP London, X0 2/12/2026
Sahana Capital Management LP 8/14/2024
Saiers Capital, LLC 8/11/2015