Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Seelaus Asset Management LLC Chatham, NJ 4/29/2026
SEEYOND 2/13/2023
SEG Family Corp. Toronto, A6 5/14/2026
SEGALL BRYANT & HAMILL, LLC Chicago, IL 5/22/2026
Segantii Capital Management Ltd 5/14/2024
Segment Wealth Management, LLC Houston, TX 4/20/2026
SEGRA CAPITAL MANAGEMENT, LLC Palm Beach, FL 5/7/2026
SEI INVESTMENTS CO Oaks, PA 5/13/2026
SEI TRUST CO 10/28/2014
SEIDMAN LAWRENCE B 2/8/2021
Seilern Investment Management Ltd London, X0 4/7/2026
SEIZERT CAPITAL PARTNERS, LLC Birmingham, MI 5/7/2026
Selby Wealth Management, LLC Emeryville, CA 4/8/2026
SELDON CAPITAL LP San Francisco, CA 5/15/2026
Select Asset Management & Trust Mechanicsburg, PA 5/14/2026
Select Equity Group, L.P. New York, NY 5/15/2026
Selective Wealth Management, Inc. Forest, VA 4/30/2026
Selkirk Management LLC Chatham, NJ 5/14/2026
Sellaronda Global Management LP New York, NY 5/14/2026
Sellwood Investment Partners LLC Portland, OR 4/23/2026
Selway Asset Management 4/9/2025
SELZ CAPITAL LLC 1/16/2020
Semanteon Capital Management, LP Newton, MA 5/11/2026
Seminole Management Co., Inc. 11/7/2018
SEMITAM BONAM LLC Goshen, NY 4/21/2026
Semmax Financial Advisors Inc. 8/15/2025
SEMPER AUGUSTUS INVESTMENTS GROUP LLC Highlands Ranch, CO 5/15/2026
Semper Trust Co. 2/11/2016
Semus Wealth Partners LLC Boca Raton, FL 4/24/2026
Senator Investment Group LP New York, NY 5/13/2026
Sender Co & Partners, Inc. New York, NY 5/15/2026
Sendero Wealth Management, LLC San Antonio, TX 4/22/2026
SENECA CAPITAL INVESTMENTS, L.P. 2/16/2016
Seneca Financial Advisors LLC Rochester, NY 4/22/2026
Seneca House Advisors Richmond, VA 5/1/2026
Seneschal Advisors, LLC Tacoma, WA 5/8/2026
Sensato Investors LLC 8/14/2020
Sensenig Capital Advisors, Inc Collegeville, PA 4/14/2026
Sensible Financial Planning & Management, LLC. 11/5/2025
Sensible Money, LLC Scottsdale, AZ 4/21/2026
Sentinel Advisory Group, LLC Middleton, WI 5/14/2026
SENTINEL ASSET MANAGEMENT, INC. 11/14/2019
Sentinel Dome Partners, LLC Burlingame, CA 5/15/2026
SENTINEL PENSION ADVISORS, LLC Wakefield, MA 4/16/2026
SENTINEL TRUST CO LBA Houston, TX 5/7/2026
SENTINEL WEALTH MANAGEMENT, INC. Reston, VA 5/4/2026
SENTRY INVESTMENT MANAGEMENT LLC Stevens Point, WI 5/7/2026
Sentry Investments Corp. 5/11/2018
Sentry LLC Memphis, TN 4/22/2026
Senvest Management, LLC New York, NY 5/14/2026
SENZAR ASSET MANAGEMENT, LLC 10/31/2018
Sepio Capital, LP Salt Lake City, UT 5/13/2026
Sequent Asset Management, LLC Houston, TX 2/10/2026
Sequent Planning LLC Omaha, NE 4/21/2026
Sequoia Financial Advisors, LLC Akron, OH 4/30/2026
Sequoia Wealth Management, LLC 1/14/2020
Serengeti Asset Management LP 10/26/2022
Serenity Capital LLC 5/15/2025
SERENITY CAPITAL MANAGEMENT PTE. LTD. Singapore, U0 5/12/2026
Serenity Capital Management, Ltd 5/15/2017
Serenity Investment Advisors Chicago, IL 5/26/2026
Serent Capital Management Co LLC 11/4/2024
Serenus Wealth Advisors, LLC Santa Monica, CA 4/27/2026
Seros Financial, LLC Tempe, AZ 5/5/2026
Sessa Capital IM, L.P. New York, NY 5/15/2026
Settian Capital LP New York, NY 5/5/2026
Seven Bridges Advisors LLC 10/17/2018
SEVEN EIGHT CAPITAL, LP 2/11/2025
Seven Fleet Capital Management LP Mountain View, CA 6/4/2026
SEVEN GRAND MANAGERS, LLC Bronxville, NY 5/6/2026
Seven Harbour Global, LP 2/14/2017
SEVEN LOCKS CAPITAL MANAGEMENT LP 11/14/2016
SEVEN MILE ADVISORY Ewing, NJ 4/14/2026
Seven Post Investment Office LP San Francisco, CA 5/13/2026
Seven Six Capital Management, LLC New York, NY 5/18/2026
Seven Springs Wealth Group, LLC Brentwood, TN 5/14/2026
SevenBridge Financial Group, LLC Harrisburg, PA 4/23/2026
SevenOneSeven Capital Management 2/12/2024
Severin Investments, LLC St. Louis, MO 4/24/2026
SFAM, LLC Elmhurst, IL 5/4/2026
SFE Investment Counsel Los Angeles, CA 5/1/2026
SFG Wealth Management, LLC. Towson, MD 4/22/2026
SFI Advisors, LLC Montclair, NJ 5/5/2026
SFM, LLC Manchester, NH 4/8/2026
SFMG, LLC Plano, TX 5/12/2026
SG Americas Securities, LLC New York, NY 4/16/2026
SG Capital Management LLC Chicago, IL 5/8/2026
SG Select LLC Boca Raton, FL 5/21/2014
SG Trading Solutions, LLC Bountiful, UT 2/24/2026
SG3 Management, LLC 11/15/2023
SGL Investment Advisors, Inc. Missoula, MT 5/12/2026
Shade Tree Advisors LLC Saratoga Springs, NY 5/12/2026
SHAH CAPITAL MANAGEMENT Raleigh, NC 4/24/2026
Shaker Financial Services, LLC Arlington, VA 5/12/2026
SHAKER INVESTMENTS LLC/OH Cleveland, OH 5/5/2026
Shakespeare Wealth Management, LLC Pewaukee, WI 4/30/2026
Shamrock Asset Management LLC 11/13/2019
SHANDA ASSET MANAGEMENT HOLDINGS Ltd Redwood City, CA 5/15/2026
ShankerValleau Wealth Advisors, Inc. Skokie, IL 4/15/2026
Shannon River Fund Management LLC New York, NY 5/14/2026
Shaolin Capital Management LLC Miami, FL 5/15/2026
SHAPIRO CAPITAL MANAGEMENT LLC Atlanta, GA 5/15/2026
SHAPIRO ROBERT N 2/19/2015
Share Andrew L. Manchester, NH 4/28/2026
Shared Vision Wealth Group LLC Carlsbad, X1 5/6/2026
SHARIAPORTFOLIO, INC. Lake Mary, FL 6/12/2026
Sharkey, Howes & Javer Denver, CO 4/8/2026
Sharp Capital Gestora de Recursos Ltda. Rio De Janeiro, D5 5/15/2026
Sharp Wealth Advisory, LLC Horsham, PA 4/27/2026
SHARPEPOINT LLC Phoenix, AZ 5/5/2026
Sharper & Granite LLC El Segundo, CA 4/8/2026
ShawSpring Partners LLC Boston, MA 5/14/2026
Shay Capital LLC New York, NY 5/15/2026
SHAYNE & JACOBS, LLC Nashville, TN 4/28/2026
SHCP, LLC Cincinnati, OH 5/14/2026
Sheaff Brock Investment Advisors, LLC 5/7/2025
Sheares Healthcare Group Pte. Ltd. 10/5/2023
ShearLink Capital, LLC 2/14/2018
Shearwater Capital LLC Denver, CO 4/9/2026
Sheets Smith Investment Management 10/8/2025
SHEETS SMITH WEALTH MANAGEMENT Winston Salem, NC 4/16/2026
Sheffield Asset Management, L.L.C. 11/14/2019
SHELL ASSET MANAGEMENT CO 11/7/2025
Shellback Capital, LP Boston, MA 5/15/2026
Shelter Harbor Advisors, LP 5/13/2020
Shelter Haven Capital Management, L.P. 2/14/2022
Shelter Ins Profit Sharing 10/14/2015
Shelter Ins Retirement Plan Columbia, MO 4/29/2026
Shelter Mutual Insurance Co Columbia, MO 4/29/2026
Shelter Rock Management, LLC Jericho, NY 4/10/2026
SHELTON CAPITAL MANAGEMENT Denver, CO 5/15/2026
SHELTON WEALTH MANAGEMENT, LLC Fort Worth, TX 4/28/2026
SHEN NEIL NANPENG Na, K3 5/15/2026
Shengqi Capital (Hong Kong) Ltd Hong Kong, K3 5/8/2026
SHENKMAN CAPITAL MANAGEMENT INC New York, NY 5/12/2026
Shepherd Financial Partners LLC Winchester, MA 5/11/2026
SHEPHERD KAPLAN KROCHUK, LLC Boston, MA 5/15/2026
Shepherd Street Advisors LLC Larkspur, CA 4/21/2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Cincinnati, OH 5/5/2026
Sherborne Investors Management LP New York, NY 4/17/2026
SHERBROOKE PARK ADVISERS LLC White Plains, NY 2/17/2026
Sheridan Capital Management, LLC San Rafael, CA 4/28/2026
Sherman Asset Management, Inc. Ventura, CA 5/5/2026
SHERMAN PORFOLIOS, LLC Coeur D'alene, ID 5/13/2026
Sherman Wealth Management LLC Gaithersburg, MD 4/13/2026
Sherrill & Hutchins Financial Advisory, Inc Atlanta, GA 4/21/2026
Sherry Group, Inc. Mountain Home, AR 5/5/2026
Sherwood Financial Partners, LLC Westlake Village, CA 5/11/2026
SHIKIAR ASSET MANAGEMENT INC New York, NY 4/23/2026
Shilanski & Associates, Inc. 10/20/2025
SHINE INVESTMENT ADVISORY SERVICES INC 11/3/2020
Shinko Asset Management Co., Ltd. 10/24/2016
Shira Ridge Wealth Management Larkspur, CA 4/13/2026
Shoals Capital Management LP 5/13/2020
Shoker Investment Counsel, Inc. Oxford, OH 5/11/2026
Shone Asset Management LLC 1/20/2021
Shore Point Advisors, LLC Brielle, NJ 4/8/2026
ShoreHaven Wealth Partners, LLC Red Bank, NJ 5/13/2026
Shorepath Capital Management LLC 8/4/2025
Shorepoint Capital Partners LLC 10/3/2025
Shotwell Rutter Baer Inc Lansing, MI 4/21/2026
SHP Wealth Management Plymouth, MA 5/8/2026
SHRIER WEALTH MANAGEMENT, LLC Los Angeles, CA 4/14/2026
SHUFRO ROSE & CO LLC New York, NY 5/15/2026
Shulman DeMeo Asset Management LLC Lake Success, NY 4/9/2026
Shum Financial Group, Inc. Alameda, CA 4/22/2026
SHUTTLEWORTH & Co Powell, OH 5/20/2026
SIB LLC 1/15/2025
Sicart Associates LLC New York, NY 4/21/2026
Sidoxia Capital Management, LLC Newport Beach, CA 5/11/2026
SIEMENS AG Munich, 2M 5/15/2026
Siemens Fonds Invest GmbH Munich, 2M 5/15/2026
SIEMENS PENSION TRUST E V Munich Germany, 2M 5/15/2026
SIENA CAPITAL LLC 11/2/2022
Siena Capital Partners GP, LLC Evanston, IL 5/14/2026
Sienna Gestion Paris, I0 5/15/2026
Sierra Capital LLC Miami, FL 5/15/2026
Sierra Legacy Group Scottsdale, AZ 5/13/2026
SIERRA OCEAN, LLC Ripon, CA 4/27/2026
SIERRA SUMMIT ADVISORS LLC Incline Village, NV 4/27/2026
SIG BROKERAGE, LP Bala Cynwyd, PA 5/15/2026
SIG China Investments Master Fund III, LLLP 5/16/2022
SIG Growth Equity Funds Ltd Partnership, LLLP 11/14/2024
SIG North Trading, ULC Bala Cynwyd, PA 5/15/2026
SigFig Wealth Management, LLC San Francisco, CA 4/14/2026
Sightline Wealth Advisors, LLC Groton, CT 4/15/2026
SIGMA CAPITAL MANAGEMENT LLC 11/16/2015
SIGMA INVESTMENT COUNSELORS INC Northville, MI 4/29/2026
Sigma Investment Management Co 2/7/2019
Sigma Planning Corp Ann Arbor, MI 5/4/2026
Signal Advisors Wealth, LLC Detroit, MI 4/17/2026
SIGNAL TREE FINANCIAL PARTNERS LLC Copley, OH 5/15/2026
SignalPoint Asset Management, LLC 1/14/2025
Signator Financial Services, Inc. 8/25/2014
Signature Equity Partners, LLC Columbus, OH 5/13/2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Los Angeles, CA 4/15/2026
Signature Financial Management, Inc. 2/13/2019
Signature Resources Capital Management, LLC Newport Beach, CA 5/1/2026
Signature Wealth Management Group Atlanta, GA 4/1/2026
Signature Wealth Management Partners, LLC Montvale, NJ 4/21/2026