Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
SCHNIEDERS CAPITAL MANAGEMENT LLC 7/30/2025
SCHNIEDERS CAPITAL MANAGEMENT, LLC. Pasadena, CA 7/24/2026
SCHOLTZ & COMPANY, LLC Stamford, CT 8/11/2026
Schonfeld Group Holdings LLC 2/12/2016
Schonfeld Strategic Advisors LLC New York, NY 8/14/2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Columbus, OH 7/13/2026
SCHOONER CAPITAL CORP 11/10/2020
Schooner Foundation 10/16/2018
Schooner Investment Group, LLC. 1/13/2017
Schorn Wealth LLC Englewood, FL 7/31/2026
Schreiber John Lake Forest, IL 8/11/2026
Schreiber Kathleen Lake Forest, IL 8/11/2026
SCHRODER INVESTMENT MANAGEMENT GROUP London, X0 8/13/2026
SCHRODERS IS Ltd 1/31/2023
Schrum Private Wealth Management LLC St. Augustine, FL 8/10/2026
SCHULHOFF & CO INC Cincinnati, OH 8/13/2026
Schulz Wealth, LTD. Mansfield, TX 2/5/2026
Schusterman Interests, LLC Tulsa, OK 8/14/2026
SCHUTZ ANTON VILLARS Rochester, NY 2/14/2014
Schuylkill Financial LLC Wyomissing, PA 8/7/2026
Schwallier Wealth Management LLC Grand Rapids, MI 8/14/2026
SCHWARTZ INVESTMENT COUNSEL INC Plymouth, MI 7/27/2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Minneapolis, MN 8/7/2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC Springfield, MA 8/7/2026
Sciencast Management LP Princeton, NJ 7/28/2026
Science & Technology Partners, L.P. Greenwich, CT 8/14/2026
Scientech Research LLC Jersey City, NJ 8/14/2026
Scion Asset Management, LLC 11/3/2025
Scissortail Wealth Management, LLC Tulsa, OK 8/5/2026
SCOGGIN MANAGEMENT LP New York, NY 8/14/2026
SCOPIA CAPITAL MANAGEMENT LP New York, NY 8/14/2026
SCOPUS ASSET MANAGEMENT, L.P. New York, NY 8/14/2026
Scoria Capital Partners LP 11/14/2017
SCOTIA CAPITAL INC. Toronto, A6 8/11/2026
Scott & Selber, Inc. Houston, TX 7/8/2026
Scott Capital Advisors, LLC Portland, OR 7/10/2026
Scott Investment Partners LLP 11/1/2023
Scott Marsh Financial, LLC 8/14/2025
Scottrade Investment Management 10/3/2017
SCOUT CAPITAL MANAGEMENT LLC New York, NY 5/14/2014
SCOUT INVESTMENTS, INC. 11/12/2024
SCOUT TRADING, LLC New York, NY 2/14/2014
SCP Investment, LP Orinda, CA 8/7/2026
SCRATCH CAPITAL LLC Boise, ID 7/30/2026
SCS Capital Management LLC Boston, MA 8/6/2026
Sculati Wealth Management, LLC Bloomfield Hills, MI 7/21/2026
Sculptor Capital LP New York, NY 8/14/2026
SCW Capital Management, LP 11/14/2022
Sea Cliff Partners Management, LP San Francisco, CA 8/14/2026
Sea Otter Advisors LLC 11/14/2024
SeaBridge Investment Advisors LLC Summit, NJ 7/17/2026
Seacliff Capital, LLC 5/10/2019
SeaCrest Wealth Management, LLC Purchase, NY 7/9/2026
Seafarer Capital Partners, LLC Corte Madera, CA 8/4/2026
Seahawk China Dynamic Fund 11/17/2021
Seal Cove Capital, LLC Palo Alto, CA 8/13/2026
Seamans Capital Management, LLC 11/12/2015
SEAMOUNT FINANCIAL GROUP INC Colorado Springs, CO 7/24/2026
Seaport Global Advisors, LLC 11/14/2024
SEAPORT GLOBAL ASSET MANAGEMENT LLC 11/22/2021
Searchlight Capital Partners, L.P. New York, NY 8/14/2026
SEARCY FINANCIAL SERVICES INC /ADV Overland Park, KS 7/17/2026
SEARLE & CO. Greenwich, CT 7/27/2026
Seascape Capital Management Portsmouth, NH 7/21/2026
Seaside Wealth Management, Inc. Carlsbad, CA 8/5/2026
SeaStone Capital Management, L.P. 5/16/2016
SeaTown Holdings Pte. Ltd. Singapore, U0 7/24/2026
SEAVIEW INVESTMENT MANAGERS LLC Miami, FL 7/14/2026
Seawolf Capital, LLC 5/12/2017
SEB Asset Management AB Stockholm, V7 8/4/2026
Sebold Capital Management, Inc. 8/5/2025
SECOND CURVE CAPITAL LLC 2/11/2022
Second Half Financial Partners, LLC Sebring, FL 7/16/2026
Second Line Capital, LLC Metairie, LA 8/12/2026
SECOR Capital Advisors, LP 8/13/2019
Secrest Blakey & Associates, LLC 11/13/2020
Section 32 GP 1, LLC 11/14/2025
SECTOR GAMMA AS Oslo, Q8 8/12/2026
SECTORAL ASSET MANAGEMENT INC Montreal, A8 8/14/2026
Secure Asset Management, LLC Troy, MI 7/15/2026
SECURED RETIREMENT ADVISORS, LLC St Louis Park, MN 7/16/2026
SECURIAN ASSET MANAGEMENT, INC St Paul, MN 7/23/2026
SECURITY ASSET MANAGEMENT 5/12/2023
SECURITY BENEFIT LIFE INSURANCE CO /KS/ Topeka, KS 7/23/2026
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 8/14/2020
Security Financial Services, INC. Fort Wayne, IN 7/15/2026
Security National Bank Omaha, NE 7/15/2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Sioux City, IA 5/15/2026
SECURITY NATIONAL BANK OF SO DAK Sioux City, IA 5/15/2026
SECURITY NATIONAL TRUST CO 10/4/2021
Seed Wealth Management, Inc. Evanston, IL 7/27/2026
SEEDS INVESTOR LLC New York, NY 8/12/2026
SeedSafe Financial LLC Austin, TX 8/12/2026
Seek First Inc. Campbell, CA 7/28/2026
Seelaus Asset Management LLC Chatham, NJ 7/16/2026
SEEYOND 2/13/2023
SEG Family Corp. Toronto, A6 8/13/2026
SEGALL BRYANT & HAMILL, LLC Chicago, IL 8/12/2026
Segantii Capital Management Ltd 5/14/2024
Segment Wealth Management, LLC Houston, TX 7/16/2026
SEGRA CAPITAL MANAGEMENT, LLC Palm Beach, FL 8/12/2026
SEI INVESTMENTS CO Oaks, PA 8/14/2026
SEI TRUST CO 10/28/2014
SEIDMAN LAWRENCE B 2/8/2021
Seilern Investment Management Ltd London, X0 7/8/2026
SEIZERT CAPITAL PARTNERS, LLC Birmingham, MI 8/5/2026
Selby Wealth Management, LLC Emeryville, CA 7/9/2026
SELDON CAPITAL LP San Francisco, CA 8/14/2026
Select Asset Management & Trust Mechanicsburg, PA 8/11/2026
Select Equity Group, L.P. New York, NY 8/14/2026
Selective Wealth Management, Inc. Forest, VA 7/20/2026
Selkirk Management LLC Chatham, NJ 8/14/2026
Sellaronda Global Management LP New York, NY 8/13/2026
Sellwood Investment Partners LLC Portland, OR 7/27/2026
Selway Asset Management 4/9/2025
SELZ CAPITAL LLC 1/16/2020
Semanteon Capital Management, LP Newton, MA 8/12/2026
Seminole Management Co., Inc. 11/7/2018
SEMITAM BONAM LLC Goshen, NY 7/24/2026
Semmax Financial Advisors Inc. 8/15/2025
SEMPER AUGUSTUS INVESTMENTS GROUP LLC Highlands Ranch, CO 8/14/2026
Semper Trust Co. 2/11/2016
Semus Wealth Partners LLC Boca Raton, FL 8/10/2026
Senator Investment Group LP New York, NY 8/12/2026
Sender Co & Partners, Inc. New York, NY 8/14/2026
Sendero Wealth Management, LLC San Antonio, TX 8/4/2026
SENECA CAPITAL INVESTMENTS, L.P. 2/16/2016
Seneca Financial Advisors LLC Rochester, NY 7/27/2026
Seneca House Advisors Richmond, VA 7/31/2026
Seneschal Advisors, LLC Tacoma, WA 8/13/2026
Sensato Investors LLC 8/14/2020
Sensenig Capital Advisors, Inc Collegeville, PA 7/17/2026
Sensible Financial Planning & Management, LLC. 11/5/2025
Sensible Money, LLC Scottsdale, AZ 7/30/2026
Sentinel Advisory Group, LLC Middleton, WI 7/23/2026
SENTINEL ASSET MANAGEMENT, INC. 11/14/2019
Sentinel Dome Partners, LLC Burlingame, CA 8/14/2026
SENTINEL PENSION ADVISORS, LLC Wakefield, MA 7/23/2026
SENTINEL TRUST CO LBA Houston, TX 7/13/2026
SENTINEL WEALTH MANAGEMENT, INC. Reston, VA 8/10/2026
SENTRY INVESTMENT MANAGEMENT LLC Stevens Point, WI 8/10/2026
Sentry Investments Corp. 5/11/2018
Sentry LLC Memphis, TN 8/14/2026
Senvest Management, LLC New York, NY 8/13/2026
SENZAR ASSET MANAGEMENT, LLC 10/31/2018
Sepio Capital, LP Salt Lake City, UT 7/28/2026
Sequent Asset Management, LLC Houston, TX 7/21/2026
Sequent Planning LLC Omaha, NE 8/14/2026
Sequoia Financial Advisors, LLC Akron, OH 7/17/2026
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 8/7/2026
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 8/5/2026
Seros Financial, LLC Tempe, AZ 8/13/2026
Sessa Capital IM, L.P. New York, NY 8/14/2026
Settian Capital LP New York, NY 8/5/2026
Seven Bridges Advisors LLC New York, NY 8/14/2026
SEVEN EIGHT CAPITAL, LP 2/11/2025
Seven Fleet Capital Management LP Mountain View, CA 8/14/2026
SEVEN GRAND MANAGERS, LLC Bronxville, NY 8/14/2026
Seven Harbour Global, LP 2/14/2017
SEVEN LOCKS CAPITAL MANAGEMENT LP 11/14/2016
SEVEN MILE ADVISORY Tallahassee, FL 8/13/2026
Seven Post Investment Office LP San Francisco, CA 7/28/2026
Seven Six Capital Management, LLC New York, NY 8/13/2026
Seven Springs Wealth Group, LLC Brentwood, TN 8/4/2026
SevenBridge Financial Group, LLC Harrisburg, PA 8/12/2026
SevenOneSeven Capital Management 2/12/2024
Severin Investments, LLC St. Louis, MO 8/14/2026
SFAM, LLC Elmhurst, IL 8/13/2026
SFE Investment Counsel Los Angeles, CA 8/5/2026
SFG Wealth Management, LLC. Towson, MD 7/22/2026
SFI Advisors, LLC Montclair, NJ 7/27/2026
SFM, LLC Manchester, NH 7/7/2026
SFMG, LLC Plano, TX 8/13/2026
SG Americas Securities, LLC New York, NY 8/7/2026
SG Capital Management LLC Chicago, IL 8/7/2026
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 8/11/2026
Shade Tree Advisors LLC Saratoga Springs, NY 8/4/2026
SHAH CAPITAL MANAGEMENT Raleigh, NC 8/14/2026
Shah Wealth Advisors, LLC Chino Hills, CA 8/7/2026
Shaker Financial Services, LLC Arlington, VA 7/15/2026
SHAKER INVESTMENTS LLC/OH Cleveland, OH 7/15/2026
Shakespeare Wealth Management, LLC Pewaukee, WI 7/20/2026
Shamrock Asset Management LLC 11/13/2019
SHANDA ASSET MANAGEMENT HOLDINGS Ltd Redwood City, CA 8/14/2026
ShankerValleau Wealth Advisors, Inc. Skokie, IL 7/9/2026
Shannon River Fund Management LLC New York, NY 8/13/2026
Shaolin Capital Management LLC Miami, FL 8/14/2026
SHAPIRO CAPITAL MANAGEMENT LLC Atlanta, GA 8/6/2026
SHAPIRO ROBERT N 2/19/2015
Share Andrew L. Manchester, NH 7/28/2026
Shared Vision Wealth Group LLC Carlsbad, X1 7/31/2026