Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Spire Wealth Management Mclean, VA 7/15/2026
SPIREPOINT PRIVATE CLIENT, LLC Vero Beach, FL 8/5/2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset, NY 7/14/2026
SPITFIRE CAPITAL LLC 11/14/2019
Split Rock Private Trading & Wealth Management, LLC Cloquet, MN 7/22/2026
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 7/15/2026
SPRING CAPITAL MANAGEMENT, LLC Amarillo, TX 7/14/2026
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 7/22/2026
Sprinkle Financial Consultants LLC Littleton, CO 7/8/2026
SPROTT INC. Toronto, A6 7/28/2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC New York, NY 8/14/2026
Spruce House Partnership LLC 5/17/2021
Spruce Investment Advisors LLC 2/14/2018
Spruce Point Capital Management, LLC Riverhead, NY 8/14/2026
Spruce Street Capital LP New York, NY 8/13/2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD Toronto, A6 8/7/2026
SPT Invest Management Sarl 11/14/2022
Spurstone Advisory Services, LLC Higganum, CT 8/10/2026
SPWM Advisors LLC Traverse City, MI 7/24/2026
SPX Gestao de Recursos Ltda Rio De Janeiro, D5 8/19/2026
Spyglass Capital Management LLC Greenbrae, CA 8/14/2026
SQ Advisors, LLC 7/1/2019
SQN Investors LP 11/12/2025
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Rio De Janeiro, D5 8/14/2026
Squadron Capital Management LLC Oak Brook, IL 8/14/2026
Squar Milner Financial Services LLC 11/25/2020
SQUARE PEG CAPITAL PTY LTD Surry Hills, Nsw, C3 8/13/2026
Square Wave Capital, LLC Brooklyn, NY 8/14/2026
Square Wave Partners, L.P. 5/15/2025
Squarepoint Ops LLC New York, NY 8/14/2026
Squire Investment Management Company, LLC Orem, UT 7/28/2026
SR ONE CAPITAL MANAGEMENT, LP Redwood City, CA 8/12/2026
SRB CORP Boston, MA 8/14/2026
SRH ADVISORS, LLC Salina, KS 7/24/2026
SRN Advisors, LLC 8/14/2025
SRS Investment Management, LLC New York, NY 8/14/2026
SS&H Financial Advisors, Inc. Troy, MI 8/4/2026
SSA SWISS ADVISORS AG Zurich, V8 8/5/2026
SSI INVESTMENT MANAGEMENT LLC Los Angeles, CA 8/10/2026
ST GERMAIN D J CO INC Springfield, MA 7/21/2026
St. Clair Advisors, LLC Mayfield Hts, OH 7/6/2026
St. James Investment Advisors, LLC 2/8/2023
St. James Investment Company, LLC Southlake, TX 8/11/2026
St. Johns Investment Management Company, LLC Jacksonville, FL 8/3/2026
St. Louis Financial Planners Asset Management, LLC Chesterfield, MO 7/7/2026
St. Louis Trust Co Saint Louis, MO 7/30/2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC Jacksonville, FL 8/13/2026
STABLEFORD CAPITAL II LLC Scottsdale, AZ 7/6/2026
Stablepoint Partners, LLC Braintree, MA 7/9/2026
Stack Financial Management, Inc Whitefish, MT 8/3/2026
StackLine Partners LP 11/14/2022
Stadion Money Management, LLC Watkinsville, GA 8/14/2026
STADIUM CAPITAL MANAGEMENT LLC New Canaan, CT 8/14/2026
STAGE HARBOR FINANCIAL, LLC Westwood, MA 8/7/2026
Stagwell Group LLC 11/13/2024
Stairway Partners, LLC Minneapolis, MN 7/1/2026
STALEY CAPITAL ADVISERS INC Pittsburgh, PA 8/11/2026
STAMINA CAPITAL MANAGEMENT LP 5/15/2023
Stamos Capital Partners, L.P. Menlo Park, CA 8/13/2026
STANCE CAPITAL LLC Boston, MA 8/14/2026
STANCORP INVESTMENT ADVISERS INC 1/22/2016
Standard Family Office LLC Sioux Falls, SD 8/13/2026
Standard General L.P. New York, NY 8/14/2026
Standard Investments LLC New York, NY 8/14/2026
Standard Life Investments LTD 8/10/2017
STANDARD PACIFIC CAPITAL LLC/CA 2/11/2016
Standpoint Asset Management, LLC Scottsdale, AZ 7/23/2026
Stanford Investment Group, Inc. 1/23/2018
STANHOPE INVESTMENTS 10/9/2018
Stanich Group LLC Montauk, NY 7/16/2026
Stanley Capital Management, LLC Houston, TX 8/14/2026
Stanley-Laman Group, Ltd. Berwyn, PA 8/5/2026
STANSBERRY ASSET MANAGEMENT, LLC Westlake, TX 8/14/2026
STAPP WEALTH MANAGEMENT, PLLC Olympia, WA 7/21/2026
STAR Financial Bank Fort Wayne, IN 8/7/2026
STAR-Global Equities Fund, LLC 1/21/2015
Starboard Value LP New York, NY 8/14/2026
Starfire Investment Advisers, Inc. 7/9/2020
Starfox Financial Services, LLC 4/30/2024
Stark Wealth Management LLC Bethlehem, PA 7/7/2026
Starlite Capital INC Dallas, TX 7/31/2026
Starr Indemnity & Liability Co New York, NY 8/11/2026
STARR INTERNATIONAL CO INC 11/14/2023
Starwood Capital Group Management, L.L.C. Miami Beach, FL 8/14/2026
Starwood Real Estate Securities, LLC 11/16/2015
Stash Investments, LLC New York, NY 7/29/2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Tallahassee, FL 8/10/2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Bloomington, IL 8/12/2026
State Insurance Fund New York, NY 7/22/2026
State of Alaska, Department of Revenue Juneau, AK 7/20/2026
STATE OF MICHIGAN RETIREMENT SYSTEM East Lansing, MI 7/30/2026
State of New Jersey Common Pension Fund A Trenton, NJ 7/27/2026
State of New Jersey Common Pension Fund B Trenton, NJ 5/5/2014
State of New Jersey Common Pension Fund D Trenton, NJ 8/4/2026
State of New Jersey Common Pension Fund E Trenton, NJ 7/27/2026
State of Tennessee, Department of Treasury Nashville, TN 8/14/2026
State of Wisconsin - Board of Commissioners of Public Lands Madison, WI 7/22/2026
STATE OF WISCONSIN INVESTMENT BOARD Madison, WI 8/14/2026
State of Wyoming Cheyenne, WY 8/6/2026
STATE STREET CORP Boston, MA 8/7/2026
Staton Financial Advisors, LLC 7/27/2017
STEADFAST ADVISORS LP 2/14/2017
Steadfast Capital Management (UK) Ltd. 8/15/2022
STEADFAST CAPITAL MANAGEMENT LP New York, NY 8/14/2026
Steadtrust LLC Allen, TX 7/9/2026
Steadview Capital Management LLC San Francisco, CA 8/4/2026
Steamboat Capital Partners, LLC Rye, NY 8/14/2026
Steamboat Ventures Asia Manager, L.P. 11/16/2015
Steamboat Ventures Manager V, L.P. 11/16/2015
Stearns Financial Services Group 10/30/2020
Steel Canyon Capital, LLC 11/14/2023
STEEL GROVE CAPITAL ADVISORS, LLC Memphis, TN 7/28/2026
STEEL PARTNERS HOLDINGS L.P. New York, NY 8/7/2026
SteelBridge Private Wealth Advisors LLC 5/11/2018
Steele Capital Management, Inc. Dubuque, IA 7/28/2026
STEELHEAD PARTNERS LLC Seattle, WA 8/14/2026
Steelhead Wealth Management LLC Glen Allen, VA 8/13/2026
SteelPeak Wealth, LLC Woodland Hills, CA 7/13/2026
Steffes Financial, Ltd. Overland Park, KS 8/14/2026
Stegent Equity Advisors, Inc. Houston, TX 7/29/2026
STEGINSKY CAPITAL LLC Port Washington, NY 7/9/2026
Stegner Investment Associates Inc. Louisville, KY 7/24/2026
Steigerwald, Gordon & Koch Inc. Leesburg, VA 7/22/2026
STEINBERG ASSET MANAGEMENT LLC New York, NY 8/5/2026
Steinberg Global Asset Management 4/24/2019
STEINBERGANNA WEALTH MANAGEMENT Huntington, NY 8/4/2026
Stelac Advisory Services LLC New York, NY 8/10/2026
Stellar Capital Management, LLC 8/17/2020
STELLIAM INVESTMENT MANAGEMENT, LP 10/14/2020
Stembrook Asset Management, LLC Red Bank, NJ 8/12/2026
STEMPOINT CAPITAL LP New York, NY 8/14/2026
Stenger Family Office, LLC Naperville, IL 7/13/2026
Stenham Asset Management (UK) Plc London, X0 5/15/2026
Stenham Asset Management Ltd Guernsey, Y7 8/14/2026
Step Capital Management Pte. Ltd. Singapore, U0 8/12/2026
STEPH & CO Marinette, WI 7/16/2026
STEPHEN J. GARRY & ASSOCIATES, LLC Garden City, NY 7/24/2026
Stephens Consulting, LLC Flint, MI 1/13/2026
Stephens Greth Foundation Dallas, TX 8/12/2026
STEPHENS GROUP ASSET MANAGEMENT, LLC Little Rock, AR 7/16/2026
Stephens Group, LLC Little Rock, AR 7/10/2026
STEPHENS INC /AR/ Little Rock, AR 7/29/2026
Stephens Investment Management Group LLC Little Rock, AR 7/29/2026
Stephenson & Company, Inc. San Clemente, CA 7/28/2026
StepStone Group LP La Jolla, CA 8/13/2026
Sterling Capital Management LLC Charlotte, NC 7/28/2026
Sterling Financial Group, Inc. 11/17/2025
Sterling Financial Planning, Inc. Sparta, NJ 8/11/2026
Sterling Fund Management LLC 11/14/2017
Sterling Global Strategies LLC 5/15/2019
Sterling Group Wealth Management, LLC Pasadena, CA 8/3/2026
STERLING INVESTMENT ADVISORS LLC /ADV Bolivar, MO 7/9/2026
Sterling Investment Advisors, Ltd. Berwyn, PA 7/28/2026
Sterling Investment Counsel, LLC Buffalo, NY 7/20/2026
STERLING INVESTMENT MANAGEMENT, LLC Tucson, AZ 7/21/2026
Sterling Investment Partners Management II LLC 11/9/2015
Sterling Manor Financial, LLC Saratoga Springs, NY 4/10/2026
Sterling Ridge Capital Management LP 8/15/2016
Sterling Wealth Advisors Inc Plantation, FL 7/23/2026
Sterling Wealth Management, Inc. Champaign, IL 7/30/2026
STERNE AGEE GROUP, INC. 5/13/2015
Sterneck Capital Management, LLC Kansas City, MO 7/30/2026
Stevard, LLC 2/13/2025
STEVENS CAPITAL MANAGEMENT LP Radnor, PA 8/11/2026
STEVENS CAPITAL PARTNERS Omaha, NE 8/7/2026
Stevens First Principles Investment Advisors 7/22/2019
STEWARD CAPITAL MANAGEMENT/ 10/15/2014
Steward Financial Group LLC 10/23/2023
Steward Partners Investment Advisory, LLC Stamford, CT 8/13/2026
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC 5/15/2024
Stewardship Advisors, LLC Mount Joy, PA 7/20/2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC Spokane, WA 7/13/2026
Stewardship Financial Advisors, LLC 4/16/2021
STEWART & PATTEN CO LLC 4/18/2024
Stewart Asset Management, LLC 2/8/2023
STEWART WEST INDIES TRADING CO., LTD 5/15/2018
STF Management LP Frisco, TX 2/5/2026
STG SECURITIES, LLC New York, NY 8/13/2026
Stieven Capital Advisors, L.P. St. Louis, MO 8/14/2026
STIFEL FINANCIAL CORP St. Louis, MO 8/12/2026
Stiles Financial Services Inc Edina, MN 8/12/2026
Stillwater Capital Advisors, LLC Devon, PA 7/23/2026
Stillwater Investment Management, L.P. 11/8/2017
Stillwater Investment Management, LLC 4/5/2023
Stillwater LLC Greenwich, CT 8/14/2026
Stillwater Private Wealth, LLC Glen Mills, PA 8/13/2026
Stillwater Wealth Management Group Juno Beach, FL 5/11/2026