Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
SoftVest Advisors, LLC Abilene, TX 2/13/2026
SOL Capital Management CO Rockville, MD 1/30/2026
Solano Wealth Investment Advisors LLC Fairfield, CA 2/12/2026
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 2/17/2026
Solel Partners LP Boston, MA 2/17/2026
Soleus Capital Management, L.P. Greenwich, CT 2/12/2026
Solidarity Wealth, LLC Lehi, UT 1/29/2026
Solitude Financial Services Charlottesville, VA 1/15/2026
Sollinda Capital Management LLC Hickory, NC 1/15/2026
Solstein Capital, LLC Menlo Park, CA 2/13/2026
Soltis Investment Advisors LLC St. George, UT 4/2/2026
Solus Alternative Asset Management LP Summit, NJ 2/17/2026
Solutions 4 Wealth, Ltd Southlake, TX 2/9/2026
SOMA EQUITY PARTNERS LP San Francisco, CA 2/17/2026
Somerset Capital Management LLP 1/4/2024
Somerset Group LLC Wayzata, MN 2/12/2026
Somerset Trust Co Somerset, PA 4/2/2026
SOMERVILLE KURT F Boston, MA 2/17/2026
Somnio Financial Group, LLC Glastonbury, CT 4/9/2026
Sompo Asset Management Co., Ltd. Tokyo, M0 2/13/2026
SONA ASSET MANAGEMENT (US) LLC New York, NY 2/17/2026
SONATA CAPITAL GROUP INC Seattle, WA 1/26/2026
Sone Capital Management, LLC New York, NY 2/17/2026
Sonen Capital LLC 2/2/2024
Sonic Fund II, L.P. 11/14/2023
Sonic GP LLC 2/14/2025
Sonnipe Ltd Douglas, Y8 2/17/2026
Sonoma Allocations LLC Santa Rosa, CA 2/23/2026
Sonoma Private Wealth LLC San Francisco, CA 2/17/2026
Sonora Investment Management Group, LLC 10/7/2025
Sonora Investment Management, LLC 11/12/2021
Sophron Capital Management L.P. Summit, NJ 2/17/2026
SOPHROSYNE CAPITAL LLC 11/13/2015
SORA INVESTORS LLC Bryn Mawr, PA 2/17/2026
Sorin Capital Management LLC 11/14/2018
Soroban Capital Partners LP New York, NY 2/17/2026
SOROS CAPITAL MANAGEMENT LLC New York, NY 2/17/2026
SOROS FUND MANAGEMENT LLC New York, NY 2/13/2026
Souders Financial Advisors Cincinnati, OH 2/2/2026
SOUND ENERGY PARTNERS, INC. 11/13/2015
Sound Financial Strategies Group, LLC Madison, MS 2/3/2026
Sound Income Strategies, LLC Ft Lauderdale, FL 1/21/2026
Sound Point Capital Management, LP 2/14/2022
Sound Portfolio Advisors, LLC Mystic, CT 2/5/2026
SOUND SHORE MANAGEMENT INC /CT/ Greenwich, CT 2/10/2026
Sound Stewardship, LLC Overland Park, KS 1/30/2026
Sound View Wealth Advisors Group, LLC Savannah, GA 1/8/2026
Sound View Wealth Advisors, LLC 5/9/2019
SOUNDMARK WEALTH MANAGEMENT, LLC 7/25/2024
SoundView Advisors Inc. Olympia, WA 2/6/2026
Soundwatch Capital LLC Rowayton, CT 2/10/2026
Source Financial Advisors LLC 11/1/2024
Sourcerock Fund LP 5/18/2021
Sourcerock Group LLC Denver, CO 2/13/2026
South Dakota Investment Council Sioux Falls, SD 2/12/2026
South Ferry Capital Management, L.P. 7/16/2015
SOUTH GEORGIA CAPITAL, LLC 11/10/2015
SOUTH PLAINS FINANCIAL, INC. Lubbock, TX 2/13/2026
South Shore Capital Advisors Cohasset, MA 1/21/2026
South Street Advisors LLC New York, NY 2/10/2026
SOUTH TEXAS MONEY MANAGEMENT LTD 11/13/2019
Southeast Asset Advisors, LLC Thomasville, GA 2/13/2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ Memphis, TN 2/13/2026
SOUTHERN CAPITAL ADVISORS, LLC Jackson, TN 1/28/2026
SOUTHERN CAPITAL SERVICES INC /ADV Daphne, AL 2/27/2026
Southern Farm Bureau Life Insurance Jackson, MS 1/28/2026
Southern Style Financial, Inc. 7/9/2025
Southern Wealth Management, LLP 5/12/2023
SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN 2/13/2026
Southland Equity Partners LLC Wildwood, MO 1/14/2026
Southpaw Asset Management LP 11/15/2021
Southpoint Capital Advisors LP New York, NY 2/17/2026
SOUTHPORT MANAGEMENT, L.L.C. Wilson, WY 2/13/2026
Southside Capital, LLC 2/11/2020
SouthState Bank Corp Winter Haven, FL 2/11/2026
Sovarnum Capital L.P. 11/14/2022
Sovereign Financial Group, Inc. Stamford, CT 1/7/2026
Sovereign Investment Advisors, LLC Phoenix, AZ 2/13/2026
Sovereign's Capital Management, LLC Atlanta, GA 2/17/2026
Soviero Asset Management, LP New York, NY 2/17/2026
Sovran Advisors, LLC San Diego, CA 1/20/2026
Sowa Financial Group, Inc. Lincoln, RI 2/3/2026
Sowell Financial Services LLC North Little Rock, AR 1/21/2026
Sozo Ventures GP I, L.P. 11/4/2022
Sozo Ventures GP II, L.P. 11/6/2025
SP Asset Management 11/9/2022
SP Asset Management LLC Cupertino, CA 1/28/2026
Spahn Wealth & Retirement LLC Scottsdale, AZ 2/13/2026
Spark Growth Management Partners II, LLC 10/2/2023
Spark Growth Management Partners LLC 5/14/2021
Spark Investment Management LLC New York, NY 2/11/2026
Spark Management Partners II, LLC 2/17/2015
Spark Management Partners III (AIV I), LLC 1/12/2017
Sparta 24 Ltd. Tirat Hacarmel, L3 2/2/2026
Spartan Fund Management Inc. 2/14/2025
Spartan Planning & Wealth Management Greensboro, NC 1/8/2026
SPC Financial, Inc. 11/5/2025
Spear Advisors LLC East Hampton, NY 3/13/2026
Spear Holdings RSC Ltd Abu Dhabi, C0 2/5/2026
Spearhead Capital Advisors, LLC 11/9/2022
SPECTRUM ADVISORY SERVICES INC 5/12/2016
Spectrum Asset Management, Inc. Stamford, CT 2/2/2026
Spectrum Asset Management, Inc. (NB/CA) Newport Beach, CA 1/26/2026
Spectrum Equity Management, Inc. 11/4/2022
Spectrum Financial Alliance Ltd LLC Nicholasville, KY 1/30/2026
Spectrum Investment Advisors, Inc. Mequon, WI 1/28/2026
Spectrum Management Group, LLC 11/3/2022
Spectrum Planning & Advisory Services Inc. San Diego, CA 2/10/2026
Spectrum Strategic Capital Management, LLC Corvallis, OR 2/5/2026
Spectrum Wealth Advisory Group, LLC Granite Bay, CA 2/11/2026
Spectrum Wealth Counsel, LLC 5/7/2025
SPEECE THORSON CAPITAL GROUP INC Minnetonka, MN 1/29/2026
SPERO-SMITH INVESTMENT ADVISERS INC /OH 10/31/2016
SPG ADVISORS LLC Kirkland, WA 2/13/2026
SPHERA FUNDS MANAGEMENT LTD. Tel Aviv, L3 2/17/2026
Sphera Management Technology Funds Ltd Tel Aviv, L3 2/17/2026
SPHINX TRADING, LP 1/31/2022
Spider Management Company, LLC Richmond, VA 1/29/2026
SpiderRock Advisors, LLC 11/1/2024
SpiderRock Trading LLC 1/5/2015
Spindletop Capital, LLC 11/13/2020
Spinecap SAS Paris, I0 2/19/2026
Spinnaker Capital LLC 5/15/2025
SPINNAKER CAPITAL LTD 8/18/2025
Spinnaker Investment Group, LLC Newport Beach, CA 4/8/2026
SPINNAKER TRUST Portland, ME 2/10/2026
Spire Wealth Management Mclean, VA 1/14/2026
SPIREPOINT PRIVATE CLIENT, LLC Vero Beach, FL 1/22/2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset, NY 1/15/2026
SPITFIRE CAPITAL LLC 11/14/2019
Split Rock Private Trading & Wealth Management, LLC Cloquet, MN 1/23/2026
SPO ADVISORY CORP 4/16/2019
Spot Trading L.L.C 5/1/2017
SPOT TRADING L.L.C. 11/6/2017
Spotlight Asset Group, Inc. 7/24/2024
Spouting Rock Asset Management, LLC 2/16/2024
SPQ Asia Capital Ltd 11/14/2017
SPRENG CAPITAL MANAGEMENT, INC. Bucyrus, OH 1/30/2026
SPRING CAPITAL MANAGEMENT, LLC Amarillo, TX 1/13/2026
SPRING CREEK CAPITAL LLC 11/7/2023
Spring Creek Investment Management, LLC 11/12/2021
SPRINGBANK VALUE PARTNERS LP 11/10/2016
Springhill Fund Asset Management (HK) Co Ltd 10/9/2025
Springhouse Capital Management, LP 11/14/2023
SPRINGOWL ASSOCIATES LLC 11/15/2021
SPRINGS CAPITAL (HONG KONG) Ltd 11/14/2022
SpringVest Wealth Management LLC Dallas, TX 1/23/2026
Sprinkle Financial Consultants LLC Littleton, CO 1/8/2026
SPROTT INC. Toronto, A6 2/12/2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC New York, NY 2/17/2026
Spruce House Partnership LLC 5/17/2021
Spruce Investment Advisors LLC 2/14/2018
Spruce Point Capital Management, LLC Riverhead, NY 2/17/2026
Spruce Street Capital LP New York, NY 2/13/2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD Toronto, A6 2/3/2026
SPT Invest Management Sarl 11/14/2022
Spurstone Advisory Services, LLC Higganum, CT 1/29/2026
SPWM Advisors LLC Traverse City, MI 2/17/2026
SPX Gestao de Recursos Ltda Rio De Janeiro, D5 2/13/2026
Spyglass Capital Management LLC San Francisco, CA 2/17/2026
SQ Advisors, LLC 7/1/2019
SQN Investors LP 11/12/2025
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Rio De Janeiro, D5 2/17/2026
Squadron Capital Management LLC Westmont, IL 2/17/2026
Squar Milner Financial Services LLC 11/25/2020
SQUARE PEG CAPITAL PTY LTD Surry Hills, Nsw, C3 2/13/2026
Square Wave Capital, LLC Brooklyn, NY 2/17/2026
Square Wave Partners, L.P. 5/15/2025
Squarepoint Ops LLC New York, NY 2/13/2026
Squire Investment Management Company, LLC Orem, UT 1/22/2026
SR ONE CAPITAL MANAGEMENT, LP Redwood City, CA 2/12/2026
SRB CORP Boston, MA 2/13/2026
SRH ADVISORS, LLC Salina, KS 1/21/2026
SRN Advisors, LLC 8/14/2025
SRS Investment Management, LLC New York, NY 2/17/2026
SS&H Financial Advisors, Inc. Troy, MI 1/20/2026
SSA SWISS ADVISORS AG Zurich, V8 2/26/2026
SSI INVESTMENT MANAGEMENT LLC Los Angeles, CA 2/10/2026
ST GERMAIN D J CO INC Springfield, MA 1/29/2026
St. Clair Advisors, LLC Mayfield Hts, OH 1/20/2026
St. James Investment Advisors, LLC 2/8/2023
St. James Investment Company, LLC Southlake, TX 2/4/2026
St. Johns Investment Management Company, LLC Jacksonville, FL 1/29/2026
St. Louis Financial Planners Asset Management, LLC Chesterfield, MO 4/7/2026
St. Louis Trust Co Saint Louis, MO 2/9/2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC Jacksonville, FL 2/13/2026
STABLEFORD CAPITAL II LLC Scottsdale, AZ 4/6/2026
Stablepoint Partners, LLC Braintree, MA 1/13/2026
Stack Financial Management, Inc Whitefish, MT 2/3/2026
StackLine Partners LP 11/14/2022
Stadion Money Management, LLC Watkinsville, GA 2/17/2026
STADIUM CAPITAL MANAGEMENT LLC New Canaan, CT 2/17/2026
STAGE HARBOR FINANCIAL, LLC Westwood, MA 2/17/2026
Stagwell Group LLC 11/13/2024
Stairway Partners, LLC Minneapolis, MN 4/2/2026
STALEY CAPITAL ADVISERS INC Pittsburgh, PA 2/5/2026
STAMINA CAPITAL MANAGEMENT LP 5/15/2023