Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
SIGNATUREFD, LLC Atlanta, GA 4/7/2026
SIGNET FINANCIAL MANAGEMENT, LLC Parsippany, NJ 5/5/2026
Signet Investment Advisory Group, Inc. Providence, RI 5/13/2026
SIGNET MANAGEMENT USA, LLC Mclean, VA 2/11/2014
Signet Private Wealth LLC Chicago, IL 4/29/2026
SIGNIA CAPITAL MANAGEMENT LLC 8/10/2020
Significant Wealth Partners LLC Cary, IL 4/8/2026
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 5/15/2026
SII INVESTMENTS INC/WI 4/16/2018
Silchester International Investors LLP London, X0 4/14/2026
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 5/5/2026
Silvant Capital Management LLC Atlanta, GA 5/14/2026
Silver Bridge Capital Management LLC Boston, MA 2/13/2014
SILVER CAPITAL MANAGEMENT LLC 4/23/2018
Silver Coast Investments LLC San Diego, X1 4/22/2026
Silver Grove Financial Group, Inc. Orchard Park, NY 5/15/2026
Silver Heights Capital Management Inc Toronto, A6 5/13/2026
Silver Lake Advisory, LLC Cottonwood Heights, UT 4/27/2026
Silver Lake Group, L.L.C. Menlo Park, CA 5/15/2026
Silver Oak Advisory Group, Inc. Portland, OR 5/1/2026
SILVER OAK SECURITIES, INCORPORATED Jackson, TN 4/20/2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC Los Angeles, CA 4/29/2026
Silver Point Capital L.P. Greenwich, CT 5/15/2026
Silver Rock Financial LLC 8/15/2016
Silver Rock Financial LP Los Angeles, CA 5/11/2026
Silver Spur Capital, LLC 5/12/2023
SILVERARC CAPITAL MANAGEMENT, LLC Boston, MA 5/14/2026
SILVERBACK ASSET MANAGEMENT LLC Durham, NC 5/21/2026
Silverberg Bernstein Capital Management LLC Armonk, NY 4/16/2026
SILVERCREST ASSET MANAGEMENT GROUP LLC New York, NY 5/15/2026
SILVERHAWK ASSET MANAGEMENT, LLC 7/17/2023
SILVERLAKE WEALTH MANAGEMENT LLC Williston, VT 4/15/2026
Silverleafe Capital Partners, LLC Germantown, TN 7/2/2026
SilverOak Wealth Management LLC Edina, MN 4/29/2026
Silversage Advisors 8/10/2021
Silversmith Partners I GP, LLC Boston, MA 5/13/2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC San Diego, CA 4/9/2026
SIMA Wealth Partners, LLC North Chesterfield, VA 6/15/2026
Simcah Management LLC Charlotte, NC 4/7/2014
Simcoe Capital LLC Spokane, WA 5/8/2026
Simcoe Capital Management, LLC New York, NY 5/14/2026
Simmons Bank Pine Bluff, AR 4/23/2026
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 5/6/2026
SIMPLEX TRADING, LLC Chicago, IL 5/14/2026
Simplicity Solutions, LLC 1/29/2024
Simplicity Wealth,LLC Summit, NJ 4/30/2026
SimpliFi, Inc. San Diego, CA 4/22/2026
Simplify Asset Management Inc. Las Vegas, NV 4/27/2026
Simply Money Advisors 4/17/2018
SIMS INVESTMENT MANAGEMENT, LLC Cincinnati, OH 4/21/2026
Sincerus Advisory, LLC New York, NY 7/6/2026
SINECERA CAPITAL, LLC 10/8/2024
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD Singapore, U0 5/12/2026
Single Point Partners, LLC Boston, MA 4/15/2026
Sinvest Investments II Ltd. Nassau, New Providence, C5 4/23/2026
Sio Capital Management, LLC New York, NY 5/14/2026
SIP Global Opportunity Manager LLC Portsmouth, NH 5/15/2026
SIPHRON CAPITAL MANAGEMENT /CA/ 11/13/2014
Sippican Capital Advisors Boston, MA 4/23/2026
SIR Capital Management, L.P. New York, NY 5/15/2026
Siren, L.L.C. New York, NY 5/14/2026
SIRIOS CAPITAL MANAGEMENT L P Boston, MA 5/15/2026
Siris Capital Group, LLC 11/14/2022
SIT INVESTMENT ASSOCIATES INC Minneapolis, MN 5/13/2026
Sitrin Capital Management LLC Century City, CA 4/21/2026
SITTNER & NELSON, LLC Eugene, OR 5/11/2026
Situational Awareness LP San Francisco, CA 5/15/2026
Situational Awareness Partners LP San Francisco, CA 5/15/2026
Sivia Capital Partners, LLC Mill Valley, CA 5/12/2026
Sivik Global Healthcare LLC Greenwich, CT 4/15/2026
SIX COLUMNS CAPITAL, LP 5/13/2022
Sixth Street Partners Management Company, L.P. Dallas, TX 5/15/2026
SJBENEN ADVISORY, LLC Chapel Hill, NC 4/13/2026
SJS Investment Consulting Inc. Sylvania, OH 4/23/2026
SK Wealth Management, LLC Providence, RI 5/6/2026
Skaana Management L.P. Brooklyn, NY 5/11/2026
Skandinaviska Enskilda Banken AB (publ) Stockholm, V7 5/15/2026
SKBA CAPITAL MANAGEMENT LLC San Francisco, CA 5/13/2026
Skerryvore Asset Management Ltd Edinburgh, X0 5/15/2026
Skorpios Trust 10/29/2025
Sky Investment Counsel Inc 8/13/2014
Sky Investment Group LLC Hartford, CT 4/16/2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. Ketchum, ID 5/5/2026
SkyBridge Capital II, LLC New York, NY 5/18/2026
Skye Global Management LP West Palm Beach, FL 5/15/2026
SkyKnight Capital, L.P. Burlingame, CA 5/13/2026
Skylands Capital, LLC Milwaukee, WI 4/22/2026
Skyline Advisors, Inc. Bellingham, WA 4/20/2026
SKYLINE ASSET MANAGEMENT LP 1/26/2021
SkyOak Wealth, LLC Southfield, MI 4/30/2026
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
SL ADVISORS, LLC Naples, FL 4/15/2026
Slagle Financial, LLC Edwardsville, IL 5/1/2026
Slate Path Capital LP New York, NY 5/15/2026
SlateStone Wealth, LLC Jupiter, FL 5/14/2026
Sleep, Zakaria & CO Ltd. 8/14/2014
Sloane Robinson LLP 4/6/2021
Slocum, Gordon & Co LLP Newport, RI 4/15/2026
Slotnik Capital, LLC Dallas, TX 5/15/2026
Slow Capital, Inc. Greenbrae, CA 4/24/2026
Sloy Dahl & Holst, LLC Vancouver, WA 5/13/2026
SLS MANAGEMENT LLC 2/14/2019
SLT Holdings LLC Scottsdale, AZ 4/21/2026
SMA Capital LLC New York, NY 5/14/2026
Small Cap Value Fund, Inc. 7/27/2015
Smallwood Wealth Investment Management, LLC Red Bank, NJ 4/22/2026
Smart Money Group LLC Eastland, TX 5/5/2026
Smart Portfolios, LLC Lake Forest Park, WA 5/1/2026
SMART Wealth LLC Omaha, NE 4/23/2026
SmartHarvest Portfolios, LLC Seattle, WA 4/20/2026
Smartleaf Asset Management LLC Boston, MA 5/15/2026
Smead Capital Management, Inc. Phoenix, AZ 5/14/2026
SMH CAPITAL ADVISORS INC Fort Worth, TX 4/10/2026
SMI Advisory Services, LLC Columbus, IN 4/7/2026
Smith & Howard Wealth Management, LLC Atlanta, GA 4/27/2026
Smith Affiliated Capital Corp. 10/26/2017
Smith Anglin Financial, LLC 7/17/2025
Smith Asset Management Co., LLC Chiefland, FL 5/14/2026
SMITH ASSET MANAGEMENT GROUP LP 8/6/2021
SMITH CAPITAL MANAGEMENT INC /AR/ADV 11/13/2020
SMITH CHAS P & ASSOCIATES PA CPAS Lakeland, FL 5/12/2026
Smith Group Asset Management, LLC Dallas, TX 5/15/2026
SMITH HAYES Advisers, Inc 5/16/2016
Smith Partners Wealth Management, LLC Greensboro, NC 5/11/2026
Smith Salley Wealth Management Greensboro, NC 4/16/2026
SMITH SHELLNUT WILSON LLC /ADV 10/27/2025
SMITH THOMAS W Boca Raton, FL 5/15/2026
Smith Thornton Advisors LLC Huntsville, AL 4/16/2026
Smith, Graham & Co., Investment Advisors, LP 1/29/2024
SMITH, MOORE & CO. Clayton, MO 5/5/2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE Chadds Ford, PA 4/24/2026
Smithfield Trust Co Pittsburgh, PA 5/8/2026
Smithwood Advisers, L.P. 2/14/2017
Snider Financial Group Bellevue, WA 4/15/2026
SNOW CAPITAL MANAGEMENT LP 8/24/2021
Snow Lake Capital (HK) Ltd 11/14/2023
Snow Lake Management LP 11/14/2024
Snow Park Capital Partners, LP 11/14/2019
Snow Phipps Group, LLC New York, NY 4/14/2026
Snowden Capital Advisors LLC New York, NY 5/14/2026
Snowhook Capital Management LP 10/7/2024
SNOWWATER INVESTMENT PARTNERS, LLC Fairfield, CT 5/15/2026
SNS Financial Group, LLC Minneapolis, MN 4/14/2026
SNYDER CAPITAL MANAGEMENT L P San Francisco, CA 5/14/2026
SOA Wealth Advisors, LLC. New York, NY 5/20/2026
Soapstone Management L.P. Bethesda, MD 5/15/2026
Socha Financial Group, LLC Corning, NY 4/30/2026
Social Capital Group LLC 11/3/2025
Social Capital PEP Management LLC 8/14/2019
SOCIETE GENERALE 8/2/2016
Socorro Asset Management LP Dallas, TX 5/15/2026
Socratic Fund Management, L.P. 11/9/2015
Soditic Asset Management LLP 11/6/2024
SOF Ltd George Town, E9 5/15/2026
SOFI WEALTH, LLC San Francisco, CA 5/5/2026
Sofinnova Investments, Inc. Menlo Park, CA 5/15/2026
Sofinnova Management VIII, L.L.C. 2/14/2018
SOFTBANK GROUP CORP. Tokyo, M0 5/15/2026
SoftVest Advisors, LLC Abilene, TX 5/15/2026
SOL Capital Management CO Rockville, MD 4/24/2026
Solano Wealth Investment Advisors LLC Fairfield, CA 5/15/2026
Solano Wealth Management, Inc. 7/30/2024
Solari Capital Management, LLC 11/17/2025
SOLARIS ASSET MANAGEMENT LLC 10/25/2018
Solas Capital Management, LLC Darien, CT 5/15/2026
Solel Partners LP Boston, MA 5/15/2026
Soleus Capital Management, L.P. Greenwich, CT 5/14/2026
Solidarity Wealth, LLC Lehi, UT 4/29/2026
Solitude Financial Services Charlottesville, VA 4/16/2026
Sollinda Capital Management LLC Hickory, NC 4/30/2026
Solstein Capital, LLC Menlo Park, CA 5/14/2026
Soltis Investment Advisors LLC St. George, UT 4/27/2026
Solus Alternative Asset Management LP Summit, NJ 5/15/2026
Solutions 4 Wealth, Ltd Southlake, TX 5/5/2026
SOMA EQUITY PARTNERS LP San Francisco, CA 5/15/2026
Somerset Capital Management LLP 1/4/2024
Somerset Group LLC Wayzata, MN 5/13/2026
Somerset Trust Co Somerset, PA 7/6/2026
SOMERVILLE KURT F Boston, MA 5/8/2026
Somnio Financial Group, LLC Glastonbury, CT 4/9/2026
Sompo Asset Management Co., Ltd. Tokyo, M0 4/30/2026
SONA ASSET MANAGEMENT (US) LLC New York, NY 5/15/2026
SONATA CAPITAL GROUP INC Seattle, WA 4/30/2026
Sone Capital Management, LLC New York, NY 5/15/2026
Sonen Capital LLC 2/2/2024