Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
SHARIAPORTFOLIO, INC. Lake Mary, FL 8/10/2026
Sharkey, Howes & Javer Denver, CO 7/9/2026
Sharp Capital Gestora de Recursos Ltda. Rio De Janeiro, D5 8/12/2026
Sharp Wealth Advisory, LLC Horsham, PA 7/24/2026
SHARPEPOINT LLC Phoenix, AZ 7/29/2026
Sharper & Granite LLC El Segundo, CA 7/16/2026
ShawSpring Partners LLC Boston, MA 8/14/2026
Shay Capital LLC New York, NY 8/14/2026
SHAYNE & JACOBS, LLC Nashville, TN 7/7/2026
SHCP, LLC Cincinnati, OH 8/13/2026
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 7/8/2026
Sheets Smith Investment Management 10/8/2025
SHEETS SMITH WEALTH MANAGEMENT Winston Salem, NC 7/13/2026
Sheffield Asset Management, L.L.C. 11/14/2019
SHELL ASSET MANAGEMENT CO 11/7/2025
Shellback Capital, LP Boston, MA 8/14/2026
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 8/11/2026
Shelter Mutual Insurance Co Columbia, MO 8/11/2026
Shelter Rock Management, LLC Jericho, NY 7/10/2026
SHELTON CAPITAL MANAGEMENT Denver, CO 8/14/2026
SHELTON WEALTH MANAGEMENT, LLC Fort Worth, TX 7/13/2026
SHEN NEIL NANPENG Na, K3 8/13/2026
Shengqi Capital (Hong Kong) Ltd Hong Kong, K3 7/27/2026
SHENKMAN CAPITAL MANAGEMENT INC New York, NY 8/10/2026
Shepherd Financial Partners LLC Winchester, MA 8/10/2026
SHEPHERD KAPLAN KROCHUK, LLC Boston, MA 8/14/2026
Shepherd Street Advisors LLC Larkspur, CA 7/24/2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Cincinnati, OH 5/5/2026
Sherborne Investors Management LP New York, NY 7/31/2026
SHERBROOKE PARK ADVISERS LLC White Plains, NY 2/17/2026
Sheridan Capital Management, LLC San Rafael, CA 8/7/2026
Sherman Asset Management, Inc. Ventura, CA 8/5/2026
Sherman Wealth Management LLC Gaithersburg, MD 7/9/2026
Sherrill & Hutchins Financial Advisory, Inc Atlanta, GA 7/23/2026
Sherry Group, Inc. Mountain Home, AR 7/15/2026
Sherwood Financial Partners, LLC Westlake Village, CA 8/12/2026
SHIKIAR ASSET MANAGEMENT INC New York, NY 7/21/2026
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 7/9/2026
Shoals Capital Management LP 5/13/2020
Shoker Investment Counsel, Inc. Oxford, OH 8/10/2026
Shone Asset Management LLC 1/20/2021
Shore Point Advisors, LLC Brielle, NJ 7/14/2026
ShoreHaven Wealth Partners, LLC Red Bank, NJ 7/14/2026
Shorepath Capital Management LLC 8/4/2025
Shorepoint Capital Partners LLC 10/3/2025
Shotwell Rutter Baer Inc Lansing, MI 7/21/2026
SHP Wealth Management Plymouth, MA 8/11/2026
SHRIER WEALTH MANAGEMENT, LLC Los Angeles, CA 7/9/2026
SHUFRO ROSE & CO LLC New York, NY 8/12/2026
Shulman DeMeo Asset Management LLC Lake Success, NY 7/8/2026
Shum Financial Group, Inc. Alameda, CA 7/22/2026
SHUTTLEWORTH & Co Powell, OH 8/5/2026
SIB LLC 1/15/2025
Sicart Associates LLC New York, NY 8/11/2026
Sidoxia Capital Management, LLC Newport Beach, CA 7/24/2026
SIEMENS AG Munich, 2M 8/14/2026
Siemens Fonds Invest GmbH Munich, 2M 8/14/2026
SIEMENS PENSION TRUST E V Munich Germany, 2M 8/14/2026
SIENA CAPITAL LLC 11/2/2022
Siena Capital Partners GP, LLC Evanston, IL 8/14/2026
Sienna Gestion Paris, I0 8/13/2026
Sierra Capital LLC Miami, FL 8/13/2026
Sierra Legacy Group Scottsdale, AZ 7/17/2026
SIERRA OCEAN, LLC Ripon, CA 8/7/2026
SIERRA SUMMIT ADVISORS LLC Incline Village, NV 7/20/2026
SIG BROKERAGE, LP Bala Cynwyd, PA 8/14/2026
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 8/14/2026
SigFig Wealth Management, LLC San Francisco, CA 7/7/2026
Sightline Wealth Advisors, LLC Groton, CT 7/22/2026
SIGMA CAPITAL MANAGEMENT LLC 11/16/2015
SIGMA INVESTMENT COUNSELORS INC Northville, MI 7/28/2026
Sigma Investment Management Co 2/7/2019
Sigma Planning Corp Ann Arbor, MI 8/7/2026
Signal Advisors Wealth, LLC Detroit, MI 8/4/2026
SIGNAL TREE FINANCIAL PARTNERS LLC Copley, OH 8/14/2026
SignalPoint Asset Management, LLC 1/14/2025
Signator Financial Services, Inc. 8/25/2014
Signature Equity Partners, LLC Columbus, OH 7/30/2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Los Angeles, CA 7/14/2026
Signature Financial Management, Inc. 2/13/2019
Signature Resources Capital Management, LLC Newport Beach, CA 7/13/2026
Signature Wealth Management Group Atlanta, GA 4/1/2026
Signature Wealth Management Partners, LLC Montvale, NJ 7/29/2026
SIGNATUREFD, LLC Atlanta, GA 7/23/2026
SIGNET FINANCIAL MANAGEMENT, LLC Parsippany, NJ 5/5/2026
Signet Investment Advisory Group, Inc. Providence, RI 7/29/2026
SIGNET MANAGEMENT USA, LLC Mclean, VA 2/11/2014
Signet Private Wealth LLC Chicago, IL 8/6/2026
SIGNIA CAPITAL MANAGEMENT LLC 8/10/2020
Significant Wealth Partners LLC Cary, IL 7/14/2026
Signify Wealth 2/6/2025
Signition LP 5/7/2020
Signpost Capital Advisors, LP 5/1/2017
Siguler Guff Advisers, LLC 10/15/2025
SIGULER GUFF ADVISERS, LLC 2/15/2023
SIH MPH ROLLOVER GP, LLC 1/24/2022
SIH Partners, LLLP Wilmington, DE 8/14/2026
SII INVESTMENTS INC/WI 4/16/2018
Silchester International Investors LLP London, X0 7/6/2026
Silicon Hills Wealth Management, LLC 8/14/2023
Silicon Valley Capital Partners San Jose, CA 5/19/2026
Silicon Valley Community Foundation 8/15/2025
Siligmueller & Norvid Wealth Advisors LLC 11/10/2025
Silphium Asset Management Ltd London, X0 7/30/2026
Silvant Capital Management LLC Atlanta, GA 8/11/2026
Silver Bridge Capital Management LLC Boston, MA 2/13/2014
SILVER CAPITAL MANAGEMENT LLC 4/23/2018
Silver Coast Investments LLC San Diego, X1 7/24/2026
Silver Grove Financial Group, Inc. Orchard Park, NY 8/13/2026
Silver Heights Capital Management Inc Toronto, A6 8/12/2026
Silver Lake Advisory, LLC Cottonwood Heights, UT 7/24/2026
Silver Lake Group, L.L.C. Menlo Park, CA 8/14/2026
Silver Oak Advisory Group, Inc. Portland, OR 7/31/2026
SILVER OAK SECURITIES, INCORPORATED Jackson, TN 8/7/2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC Los Angeles, CA 8/5/2026
Silver Point Capital L.P. Greenwich, CT 8/14/2026
Silver Rock Financial LLC 8/15/2016
Silver Rock Financial LP Los Angeles, CA 8/14/2026
Silver Spur Capital, LLC 5/12/2023
SILVERARC CAPITAL MANAGEMENT, LLC Boston, MA 8/13/2026
SILVERBACK ASSET MANAGEMENT LLC Durham, NC 8/13/2026
Silverberg Bernstein Capital Management LLC Armonk, NY 7/7/2026
SILVERCREST ASSET MANAGEMENT GROUP LLC New York, NY 8/14/2026
SILVERHAWK ASSET MANAGEMENT, LLC 7/17/2023
SILVERLAKE WEALTH MANAGEMENT LLC Williston, VT 8/6/2026
Silverleafe Capital Partners, LLC Germantown, TN 7/2/2026
SilverOak Wealth Management LLC Edina, MN 7/29/2026
Silversage Advisors 8/10/2021
Silversmith Partners I GP, LLC Boston, MA 8/14/2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC San Diego, CA 7/13/2026
SIMA Wealth Partners, LLC North Chesterfield, VA 7/28/2026
Simcah Management LLC Charlotte, NC 4/7/2014
Simcoe Capital LLC Spokane, WA 8/6/2026
Simcoe Capital Management, LLC New York, NY 8/14/2026
Simmons Bank Pine Bluff, AR 7/31/2026
SIMMONS FIRST TRUST CO NA 2/1/2016
Simon Charitable Public LLC 11/6/2014
SIMON PROPERTY GROUP INC /DE/ 11/14/2016
SIMON QUICK ADVISORS, LLC Morristown, NJ 7/28/2026
SIMPLEX TRADING, LLC Chicago, IL 8/12/2026
Simplicity Solutions, LLC 1/29/2024
Simplicity Wealth,LLC Summit, NJ 8/6/2026
SimpliFi, Inc. San Diego, CA 7/24/2026
Simplify Asset Management Inc. Las Vegas, NV 7/16/2026
Simply Money Advisors 4/17/2018
SIMS INVESTMENT MANAGEMENT, LLC Cincinnati, OH 7/21/2026
Sincerus Advisory, LLC New York, NY 7/6/2026
SINECERA CAPITAL, LLC 10/8/2024
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD Singapore, U0 8/7/2026
Single Point Partners, LLC Boston, MA 7/16/2026
Sinvest Investments II Ltd. Nassau, New Providence, C5 8/7/2026
Sio Capital Management, LLC New York, NY 8/14/2026
SIP Global Opportunity Manager LLC Portsmouth, NH 8/14/2026
SIPHRON CAPITAL MANAGEMENT /CA/ 11/13/2014
Sippican Capital Advisors Boston, MA 7/22/2026
SIR Capital Management, L.P. New York, NY 8/14/2026
Siren, L.L.C. New York, NY 8/13/2026
SIRIOS CAPITAL MANAGEMENT L P Boston, MA 8/14/2026
Siris Capital Group, LLC 11/14/2022
SIT INVESTMENT ASSOCIATES INC Minneapolis, MN 8/12/2026
Sitrin Capital Management LLC Century City, CA 8/3/2026
SITTNER & NELSON, LLC Eugene, OR 8/7/2026
Situational Awareness LP San Francisco, CA 8/14/2026
Situational Awareness Partners LP San Francisco, CA 5/15/2026
Sivia Capital Partners, LLC Mill Valley, CA 7/23/2026
Sivik Global Healthcare LLC Greenwich, CT 7/20/2026
SIX COLUMNS CAPITAL, LP 5/13/2022
Sixth Street Partners Management Company, L.P. Dallas, TX 8/14/2026
SJBENEN ADVISORY, LLC Chapel Hill, NC 8/10/2026
SJS Investment Consulting Inc. Sylvania, OH 7/22/2026
SK Wealth Management, LLC Providence, RI 8/11/2026
Skaana Management L.P. Brooklyn, NY 8/14/2026
Skandinaviska Enskilda Banken AB (publ) Stockholm, V7 8/10/2026
SKBA CAPITAL MANAGEMENT LLC San Francisco, CA 8/11/2026
Skerryvore Asset Management Ltd Edinburgh, X0 8/14/2026
Skorpios Trust 10/29/2025
Sky Investment Counsel Inc 8/13/2014
Sky Investment Group LLC Hartford, CT 7/20/2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. Ketchum, ID 7/31/2026
SkyBridge Capital II, LLC New York, NY 8/14/2026
Skye Global Management LP West Palm Beach, FL 8/14/2026
SkyKnight Capital, L.P. Burlingame, CA 8/13/2026
Skylands Capital, LLC Milwaukee, WI 7/24/2026
Skyline Advisors, Inc. Bellingham, WA 7/20/2026
SKYLINE ASSET MANAGEMENT LP 1/26/2021
SkyOak Wealth, LLC Southfield, MI 7/30/2026
SkyTop Capital Management LLC 8/14/2020
Skyview Financial Group LLC Ponte Vedra Beach, FL 2/18/2026
SkyView Investment Advisors, LLC Shrewsbury, NJ 5/14/2026