Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Sonic Fund II, L.P. 11/14/2023
Sonic GP LLC 2/14/2025
Sonnipe Ltd Douglas, Y8 5/15/2026
Sonoma Allocations LLC Santa Rosa, CA 5/19/2026
Sonoma Private Wealth LLC San Francisco, CA 5/15/2026
Sonora Investment Management Group, LLC 10/7/2025
Sonora Investment Management, LLC 11/12/2021
Sophron Capital Management L.P. Summit, NJ 5/15/2026
SOPHROSYNE CAPITAL LLC 11/13/2015
SORA INVESTORS LLC Bryn Mawr, PA 5/15/2026
Sorin Capital Management LLC 11/14/2018
Soroban Capital Partners LP New York, NY 5/15/2026
SOROS CAPITAL MANAGEMENT LLC New York, NY 5/15/2026
SOROS FUND MANAGEMENT LLC New York, NY 5/15/2026
Souders Financial Advisors Cincinnati, OH 5/4/2026
SOUND ENERGY PARTNERS, INC. 11/13/2015
Sound Financial Strategies Group, LLC Madison, MS 5/8/2026
Sound Income Strategies, LLC Ft Lauderdale, FL 4/27/2026
Sound Point Capital Management, LP 2/14/2022
Sound Portfolio Advisors, LLC Mystic, CT 5/4/2026
SOUND SHORE MANAGEMENT INC /CT/ Greenwich, CT 5/7/2026
Sound Stewardship, LLC Overland Park, KS 4/10/2026
Sound View Wealth Advisors Group, LLC Savannah, GA 5/6/2026
Sound View Wealth Advisors, LLC 5/9/2019
SOUNDMARK WEALTH MANAGEMENT, LLC 7/25/2024
SoundView Advisors Inc. Olympia, WA 5/1/2026
Soundwatch Capital LLC Rowayton, CT 5/5/2026
Source Financial Advisors LLC 11/1/2024
Sourcerock Fund LP 5/18/2021
Sourcerock Group LLC Denver, CO 5/15/2026
South Dakota Investment Council Sioux Falls, SD 5/18/2026
South Ferry Capital Management, L.P. 7/16/2015
SOUTH GEORGIA CAPITAL, LLC 11/10/2015
SOUTH PLAINS FINANCIAL, INC. Lubbock, TX 5/13/2026
South Shore Capital Advisors Cohasset, MA 4/28/2026
South Street Advisors LLC New York, NY 5/13/2026
SOUTH TEXAS MONEY MANAGEMENT LTD 11/13/2019
Southeast Asset Advisors, LLC Thomasville, GA 5/13/2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ Memphis, TN 5/15/2026
SOUTHERN CAPITAL ADVISORS, LLC Jackson, TN 4/16/2026
SOUTHERN CAPITAL SERVICES INC /ADV Daphne, AL 4/29/2026
Southern Farm Bureau Life Insurance Jackson, MS 6/2/2026
Southern Financial Group, LLC Birmingham, AL 6/18/2026
SOUTHERN MICHIGAN BANK & TRUST Coldwater, MI 4/28/2026
Southern Style Financial, Inc. 7/9/2025
Southern Wealth Management, LLP 5/12/2023
SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN 5/13/2026
Southland Equity Partners LLC Wildwood, MO 4/14/2026
Southpaw Asset Management LP 11/15/2021
Southpoint Capital Advisors LP New York, NY 5/15/2026
SOUTHPORT MANAGEMENT, L.L.C. Wilson, WY 2/13/2026
Southside Capital, LLC 2/11/2020
SouthState Bank Corp Winter Haven, FL 5/5/2026
Sovarnum Capital L.P. 11/14/2022
Sovereign Financial Group, Inc. Stamford, CT 4/17/2026
Sovereign Investment Advisors, LLC Phoenix, AZ 5/12/2026
Sovereign's Capital Management, LLC Atlanta, GA 5/15/2026
Soviero Asset Management, LP New York, NY 5/15/2026
Sovran Advisors, LLC San Diego, CA 5/1/2026
Sowa Financial Group, Inc. Lincoln, RI 4/15/2026
Sowell Financial Services LLC North Little Rock, AR 4/20/2026
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 5/6/2026
Spahn Wealth & Retirement LLC Scottsdale, AZ 5/14/2026
Spark Growth Management Partners II, LLC 10/2/2023
Spark Growth Management Partners LLC 5/14/2021
Spark Investment Management LLC New York, NY 5/11/2026
Spark Management Partners II, LLC 2/17/2015
Spark Management Partners III (AIV I), LLC 1/12/2017
Sparta 24 Ltd. Tirat Hacarmel, L3 5/6/2026
Spartan Fund Management Inc. 2/14/2025
Spartan Planning & Wealth Management Greensboro, NC 4/16/2026
Spartan Wealth Advisory Services LLC Bingham Farms, MI 5/6/2026
SPC Financial, Inc. 11/5/2025
Spear Advisors LLC East Hampton, NY 5/15/2026
Spear Holdings RSC Ltd Al Maryah Island, C0 5/14/2026
Spearhead Capital Advisors, LLC 11/9/2022
SPECTRUM ADVISORY SERVICES INC 5/12/2016
Spectrum Asset Management, Inc. Stamford, CT 5/4/2026
Spectrum Asset Management, Inc. (NB/CA) Newport Beach, CA 4/21/2026
Spectrum Equity Management, Inc. 11/4/2022
Spectrum Financial Alliance Ltd LLC Nicholasville, KY 5/1/2026
Spectrum Investment Advisors, Inc. Mequon, WI 4/14/2026
Spectrum Management Group, LLC 11/3/2022
Spectrum Planning & Advisory Services Inc. San Diego, CA 4/16/2026
Spectrum Strategic Capital Management, LLC Corvallis, OR 5/14/2026
Spectrum Wealth Advisory Group, LLC Granite Bay, CA 5/6/2026
Spectrum Wealth Counsel, LLC 5/7/2025
SPEECE THORSON CAPITAL GROUP INC Minnetonka, MN 4/29/2026
SPERO-SMITH INVESTMENT ADVISERS INC /OH 10/31/2016
SPG ADVISORS LLC Kirkland, WA 5/14/2026
SPHERA FUNDS MANAGEMENT LTD. Tel Aviv, L3 5/15/2026
Sphera Management Technology Funds Ltd Tel Aviv, L3 5/15/2026
SPHINX TRADING, LP 1/31/2022
Spider Management Company, LLC Richmond, VA 5/1/2026
SpiderRock Advisors, LLC 11/1/2024
SpiderRock Trading LLC 1/5/2015
Spindletop Capital, LLC 11/13/2020
Spinecap SAS Paris, I0 5/15/2026
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 4/23/2026
Spire Wealth Management Mclean, VA 4/22/2026
SPIREPOINT PRIVATE CLIENT, LLC Vero Beach, FL 4/22/2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset, NY 4/15/2026
SPITFIRE CAPITAL LLC 11/14/2019
Split Rock Private Trading & Wealth Management, LLC Cloquet, MN 4/28/2026
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 5/13/2026
SPRING CAPITAL MANAGEMENT, LLC Amarillo, TX 4/13/2026
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 4/21/2026
Sprinkle Financial Consultants LLC Littleton, CO 4/16/2026
SPROTT INC. Toronto, A6 5/8/2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC New York, NY 5/15/2026
Spruce House Partnership LLC 5/17/2021
Spruce Investment Advisors LLC 2/14/2018
Spruce Point Capital Management, LLC Riverhead, NY 5/12/2026
Spruce Street Capital LP New York, NY 5/14/2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD Toronto, A6 5/13/2026
SPT Invest Management Sarl 11/14/2022
Spurstone Advisory Services, LLC Higganum, CT 4/28/2026
SPWM Advisors LLC Traverse City, MI 5/14/2026
SPX Gestao de Recursos Ltda Rio De Janeiro, D5 5/6/2026
Spyglass Capital Management LLC San Francisco, CA 5/15/2026
SQ Advisors, LLC 7/1/2019
SQN Investors LP 11/12/2025
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Rio De Janeiro, D5 5/15/2026
Squadron Capital Management LLC Westmont, IL 5/15/2026
Squar Milner Financial Services LLC 11/25/2020
SQUARE PEG CAPITAL PTY LTD Surry Hills, Nsw, C3 5/15/2026
Square Wave Capital, LLC Brooklyn, NY 5/15/2026
Square Wave Partners, L.P. 5/15/2025
Squarepoint Ops LLC New York, NY 5/15/2026
Squire Investment Management Company, LLC Orem, UT 4/24/2026
SR ONE CAPITAL MANAGEMENT, LP Redwood City, CA 5/14/2026
SRB CORP Boston, MA 5/14/2026
SRH ADVISORS, LLC Salina, KS 4/29/2026
SRN Advisors, LLC 8/14/2025
SRS Investment Management, LLC New York, NY 5/15/2026
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 5/13/2026
ST GERMAIN D J CO INC Springfield, MA 4/13/2026
St. Clair Advisors, LLC Mayfield Hts, OH 4/23/2026
St. James Investment Advisors, LLC 2/8/2023
St. James Investment Company, LLC Southlake, TX 5/14/2026
St. Johns Investment Management Company, LLC Jacksonville, FL 4/28/2026
St. Louis Financial Planners Asset Management, LLC Chesterfield, MO 4/7/2026
St. Louis Trust Co Saint Louis, MO 5/14/2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC Jacksonville, FL 5/15/2026
STABLEFORD CAPITAL II LLC Scottsdale, AZ 7/6/2026
Stablepoint Partners, LLC Braintree, MA 4/30/2026
Stack Financial Management, Inc Whitefish, MT 5/4/2026
StackLine Partners LP 11/14/2022
Stadion Money Management, LLC Watkinsville, GA 5/15/2026
STADIUM CAPITAL MANAGEMENT LLC New Canaan, CT 5/15/2026
STAGE HARBOR FINANCIAL, LLC Westwood, MA 5/4/2026
Stagwell Group LLC 11/13/2024
Stairway Partners, LLC Minneapolis, MN 7/1/2026
STALEY CAPITAL ADVISERS INC Pittsburgh, PA 4/29/2026
STAMINA CAPITAL MANAGEMENT LP 5/15/2023
Stamos Capital Partners, L.P. Menlo Park, CA 5/13/2026
STANCE CAPITAL LLC Boston, MA 5/13/2026
STANCORP INVESTMENT ADVISERS INC 1/22/2016
Standard Family Office LLC Sioux Falls, SD 5/14/2026
Standard General L.P. New York, NY 5/15/2026
Standard Investments LLC New York, NY 5/15/2026
Standard Life Investments LTD 8/10/2017
STANDARD PACIFIC CAPITAL LLC/CA 2/11/2016
Standpoint Asset Management, LLC Scottsdale, AZ 4/16/2026
Stanford Investment Group, Inc. 1/23/2018
STANHOPE INVESTMENTS 10/9/2018
Stanich Group LLC Montauk, NY 4/15/2026
Stanley Capital Management, LLC Houston, TX 5/12/2026
Stanley-Laman Group, Ltd. Berwyn, PA 4/16/2026
STANSBERRY ASSET MANAGEMENT, LLC Westlake, TX 5/15/2026
STAPP WEALTH MANAGEMENT, PLLC Olympia, WA 4/21/2026
STAR Financial Bank Fort Wayne, IN 5/8/2026
STAR-Global Equities Fund, LLC 1/21/2015
Starboard Value LP New York, NY 5/15/2026
Starfire Investment Advisers, Inc. 7/9/2020
Starfox Financial Services, LLC 4/30/2024
Stark Wealth Management LLC Bethlehem, PA 2/17/2026
Starr Indemnity & Liability Co New York, NY 5/11/2026
STARR INTERNATIONAL CO INC 11/14/2023