Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
REGENERON PHARMACEUTICALS, INC. Tarrytown, NY 8/7/2026
Regent Investment Management LLC 1/26/2023
Regent Peak Wealth Advisors LLC Atlanta, GA 7/10/2026
REGENTATLANTIC CAPITAL LLC 11/14/2022
regents capital Ltd 8/16/2021
Regents Gate Capital LLP London, X0 8/6/2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA Oakland, CA 8/11/2026
REGIMEN WEALTH, LLC Atlanta, GA 8/5/2026
Regiment Capital Management LLC 5/12/2016
REGIONS FINANCIAL CORP Birmingham, AL 8/10/2026
Regis Acquisition Inc. 8/14/2024
Regis Management CO LLC 8/6/2024
Register Financial Advisors LLC Atlanta, GA 7/15/2026
Rehmann Capital Advisory Group Lansing, MI 8/20/2026
REICON WEALTH ADVISORS, LLC Atlanta, GA 7/29/2026
REIK & CO., LLC New York, NY 8/10/2026
REILLY FINANCIAL ADVISORS, LLC 1/25/2022
Reilly Herbert Faulkner III 5/12/2021
REINHART PARTNERS, LLC. Mequon, WI 7/8/2026
Reitz Capital Advisors LLC 4/22/2024
RELATIONAL INVESTORS LLC 2/12/2016
Relative Value Partners Group, LLC 7/12/2024
Relative Value Partners, LLC 5/14/2015
Relaxing Retirement Coach 7/27/2023
RELIANCE TRUST CO 10/11/2019
RELIANCE TRUST CO OF DELAWARE 4/26/2019
Reliant Investment Management, LLC Memphis, TN 7/15/2026
Reliant Investment Partners, LLC Pinehurst, NC 8/11/2026
Reliant Wealth Planning Louisville, KY 8/7/2026
Relyea Zuckerberg Hanson LLC Stamford, CT 7/16/2026
Remedium Capital Partners, LLC West Palm Beach, FL 8/7/2026
Rempart Asset Management Inc. Montreal, Z4 7/16/2026
Renaissance Capital LLC Stamford, CT 8/5/2026
RENAISSANCE GROUP LLC Covington, KY 8/13/2026
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 11/6/2020
Renaissance Investment Group LLC Lenox, MA 7/8/2026
RENAISSANCE TECHNOLOGIES LLC New York, NY 8/13/2026
RENAISSANCERE HOLDINGS LTD Pembroke, D0 8/7/2026
Renasant Bank Tupelo, MS 8/11/2026
Rench Wealth Management, Inc. Denton, TX 8/14/2026
Renesas Electronics America Inc. San Jose, CA 8/6/2026
Renwick Deborah Lee Cleveland, OH 8/14/2026
Repertoire Partners LP 8/14/2025
Requisite Capital Management, LLC Dallas, TX 8/7/2026
Requisite Energy Fund I LP 2/14/2019
Research Affiliates, LLC Newport Beach, CA 2/13/2014
Reservoir Operations, L.P. 1/30/2018
Resilient Capital LLP 5/11/2021
Resolute Advisors LLC San Francisco, CA 8/14/2026
Resolute Capital Asset Partners LLC Denver, CO 8/14/2026
RESOLUTE CAPITAL, LLC Greenville, SC 7/29/2026
RESOLUTE FINANCIAL, LLC 2/13/2023
RESOLUTE WEALTH ADVISOR, INC. Findlay, OH 8/19/2026
Resolute Wealth Strategies, LLC Jackson, MS 8/12/2026
Resolution Capital Ltd Sydney, Nsw, C3 8/14/2026
Resona Asset Management Co.,Ltd. Koto Ku,Tokyo, M0 7/29/2026
Resonant Capital Advisors, LLC Madison, WI 7/24/2026
Resonate Capital, LLC 10/30/2023
RESOURCE AMERICA, INC. 10/20/2021
RESOURCE CONSULTING GROUP INC 1/11/2024
Resource Group International Ltd 2/13/2024
Resource Management, LLC 2/14/2022
Resource Planning Group 1/10/2024
RESOURCES MANAGEMENT CORP /CT/ /ADV West Hartford, CT 8/14/2026
RESTON WEALTH MANAGEMENT LLC Reston, VA 7/23/2026
RESTRUCTURING CAPITAL ASSOCIATES LP 8/13/2019
Resurgent Financial Advisors LLC Atlanta, GA 8/14/2026
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust Sydney, C3 7/27/2026
Retireful, LLC Haslett, MI 7/22/2026
RETIREMENT CAPITAL STRATEGIES San Jose, CA 8/13/2026
RETIREMENT DESIGN & MANAGEMENT INC /ADV 10/14/2016
RETIREMENT FINANCIAL SOLUTIONS, LLC Knoxville, TN 7/30/2026
Retirement Group, LLC 4/30/2024
RETIREMENT GUYS FORMULA LLC Maumee, OH 7/30/2026
RETIREMENT INCOME SOLUTIONS, INC Ann Arbor, MI 8/3/2026
Retirement Investment Advisors, Inc. Oklahoma City, OK 7/15/2026
Retirement Management Systems Inc. Stevensville, MD 7/21/2026
Retirement Planning Co of New England, Inc. Warwick, RI 7/30/2026
Retirement Planning Group, LLC Leawood, KS 8/5/2026
RETIREMENT PLANNING GROUP, LLC / NY Malta, NY 8/7/2026
Retirement Solution LLC Redmond, WA 8/11/2026
Retirement Systems of Alabama Montgomery, AL 7/28/2026
Retirement Wealth Solutions LLC Marshfield, WI 7/7/2026
RETIREMITTEN FINANCIAL LLC Milford, MI 8/10/2026
Revelation Capital Management Ltd. 11/14/2014
Revelation Capital Management, LLC Sausalito, CA 8/14/2026
Revere Asset Management, Inc Dallas, TX 5/6/2026
REVERENCE CAPITAL PARTNERS, L.P. New York, NY 7/28/2026
Revisor Wealth Management LLC Akron, OH 7/21/2026
Revolution Growth Management Company, Inc. Washington, DC 8/11/2026
Revolve Wealth Partners, LLC Hackensack, NJ 7/9/2026
REX Advisers, LLC Fairfield, CT 7/13/2026
Rex Capital Advisors, LLC 2/13/2023
REXFORD CAPITAL INC Bellaire, TX 7/29/2026
Reyes Financial Architecture, Inc. San Diego, CA 7/16/2026
Reynders McVeigh Capital Management, LLC Boston, MA 4/27/2026
REYNOLDS CAPITAL MANAGEMENT LLC 5/13/2016
Reynolds Investment Management, Inc. 7/27/2022
Rezny Wealth Management, Inc. Fort Myers, FL 7/17/2026
RF&L WEALTH MANAGEMENT, LLC Acton, MA 7/22/2026
RFG - Bristol Wealth Advisors, LLC Taunton, MA 7/27/2026
RFG Advisory, LLC Birmingham, AL 7/15/2026
RFG HOLDINGS, INC. Argyle, TX 7/29/2026
RFP Financial Group LLC Atlanta, GA 8/14/2026
RGM Capital, LLC Naples, FL 5/14/2026
RGT Wealth Advisors, LLC 11/8/2022
RH Tailwind Management, LLC West Conshohocken, PA 8/14/2026
Rhenman & Partners Asset Management AB Stockholm, V7 8/13/2026
Rheos Capital Works Inc. Tokyo, M0 8/7/2026
Rhino Investment Partners, Inc West Conshohocken, PA 8/14/2026
RHL GROUP, LLC Holly, MI 8/3/2026
RHO CAPITAL PARTNERS INC 11/14/2023
RHODES INVESTMENT ADVISORS INC /ADV Fort Worth, TX 7/28/2026
RHS Financial, LLC San Francisco, CA 8/7/2026
RHUMBLINE ADVISERS Boston, MA 8/11/2026
RIA Advisory Group LLC Des Moines, IA 7/23/2026
Rialto Wealth Management, LLC Syracuse, NY 8/11/2026
Ribbit Bullfrog GP II, Ltd. 11/14/2023
Ribbit Capital GP II, Ltd. 11/14/2023
Ribbit Capital GP III, Ltd. 11/14/2023
Ribbit Capital GP IV, Ltd. 11/14/2023
Ribbit Capital GP V, Ltd. 11/14/2023
Ribbit Capital IV, L.P. 11/14/2022
Ribbit Management Company, LLC Palo Alto, CA 8/14/2026
RICE HALL JAMES & ASSOCIATES, LLC San Diego, CA 8/7/2026
Rice Partnership, LLC Honolulu, HI 7/29/2026
Richard Bernstein Advisors LLC New York, NY 4/22/2026
Richard C. Young & CO., LTD. Newport, RI 7/28/2026
Richard P Slaughter Associates Inc Austin, TX 7/13/2026
Richard W. Paul & Associates, LLC Novi, MI 8/10/2026
Richard Young Associates, Ltd. Augusta, GA 7/27/2026
RICHARDS, MERRILL & PETERSON, INC. Spokane, WA 7/16/2026
Richardson Capital Management LLC Menomonee Falls, WI 7/17/2026
RICHARDSON FINANCIAL SERVICES INC. Medway, MA 8/10/2026
RICHELIEU GESTION SA 4/15/2024
Richmond Brothers, Inc. Jackson, MI 8/11/2026
Richmond Hill Investment Co., LP 2/14/2020
Richmond Hill Investments, LLC 11/4/2025
Richmond Investment Services, LLC Mequon, WI 7/27/2026
Richwood Investment Advisors, LLC Cincinnati, OH 7/29/2026
Ridge Creek Global, Inc Strongsville, OH 8/11/2026
Ridgeback Capital Investments L.P. Miami Beach, FL 8/14/2026
Ridgeback Capital Management LP 8/14/2015
RIDGECREST WEALTH PARTNERS, LLC Mill Valley, CA 8/5/2026
Ridgegate Proprietary Ltd 11/13/2018
Ridgeline Wealth Planning, LLC Centerville, OH 7/24/2026
Ridgeline Wealth, LLC Mesa, AZ 7/6/2026
Ridgemont Partners Management, LLC 10/16/2025
Ridgepath Capital Management LLC Knoxville, TN 8/20/2026
Ridgewood Investments LLC Springfield, NJ 8/3/2026
Riggs Asset Managment Co. Inc. Dallas, PA 7/29/2026
Riggs Capital Management LLC 2/12/2025
RIHO Partners, LLC Tucson, AZ 8/17/2026
RIK SAYLOR FINANCIAL, INC. Fairfield, OH 8/5/2026
Rikoon Group, LLC 5/14/2021
Rimrock Capital Management, LLC 11/6/2019
Rinet Co LLC 11/12/2021
Ring Mountain Capital, LLC Tiburon, CA 8/11/2026
Rings Capital Management LLC Chicago, IL 8/14/2026
Rinkey Investments San Diego, CA 7/20/2026
Rip Road Capital Partners LP Boston, MA 2/17/2026
RIPOSTE CAPITAL LLC New York, NY 8/14/2026
Ripple Effect Asset Management LP New York, NY 8/13/2026
Rise Advisors, LLC Rochester, NY 7/10/2026
Rising Stella Capital Pte. Ltd Singapore, U0 8/3/2026
Risk Paradigm Group, LLC Burlington, MA 8/5/2026
RIT CAPITAL PARTNERS PLC London, X0 8/11/2026
Rithm Capital Corp. New York, NY 8/14/2026
RITHOLTZ WEALTH MANAGEMENT New York, NY 8/11/2026
Ritter Alpha, LP New York, NY 5/15/2026
RITTER DANIHER FINANCIAL ADVISORY LLC 5/12/2022
Ritter Daniher Financial Advisory LLC / DE Cincinnati, OH 7/14/2026
River Bend Holdings, LLC Naples, FL 8/14/2026
RIVER GLOBAL INVESTORS LLP 2/7/2025
River Oaks Capital LLC 10/27/2023
River Road Asset Management, LLC Louisville, KY 7/17/2026
River Street Advisors LLC Aurora, IL 7/21/2026
River Wealth Advisors LLC Camp Hill, PA 8/4/2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC Beaver, PA 7/16/2026
Riverbend Wealth Management, LLC Myrtle Beach, SC 7/22/2026
RIVERBRIDGE PARTNERS LLC Minneapolis, MN 7/13/2026
RIVERCHASE WEALTH MANAGEMENT, LLC Flower Mound, TX 7/17/2026
RiverFront Investment Group, LLC Richmond, VA 7/29/2026
RiverGlades Family Offices LLC Naples, FL 8/10/2026
RIVERHEAD CAPITAL MANAGEMENT LLC 11/13/2019
Riverloft Capital Management L.P. 2/16/2016
Rivermont Capital Management LP New York, NY 8/13/2026
RIVERNORTH CAPITAL MANAGEMENT, LLC West Palm Beach, FL 8/14/2026
RiverPark Advisors, LLC New York, NY 7/24/2026
RIVERPARK CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
Riverpoint Wealth Management Holdings, LLC Chicago, IL 7/27/2026
RIVERSEDGE ADVISORS, LLC Wilmington, DE 7/16/2026
Riverstone Advisors, LLC New Braunfels, TX 8/6/2026
RIVERSTONE GROUP, LLC 2/11/2022
RIVERSTONE HOLDINGS LLC New York, NY 8/14/2026
RIVERSVILLE CAPITAL, INC. 1/6/2015
RiverTree Advisors, LLC Winter Park, FL 7/22/2026
RiverVest Venture Management LLC 10/30/2024
Riverview Capital Advisers, LLC Boston, MA 8/13/2026
Riverview Trust Co Vancouver, WA 7/31/2026