Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Strategic Wealth Partners, Ltd. Independence, OH 5/12/2026
Strategies Wealth Advisors, LLC Grand Rapids, MI 5/15/2026
StrategIQ Financial Group, LLC 1/23/2024
STRATEGY ASSET MANAGERS LLC Pasadena, CA 5/12/2026
Strategy Capital LLC Los Altos, CA 5/14/2026
Stratford Consulting, LLC 5/11/2020
Strathmore Capital Advisors, Inc. Charlotte, NC 4/27/2026
StratiFi, LLC 5/14/2018
Stratos Investment Management, LLC Beachwood, OH 4/28/2026
Stratos Wealth Advisors, LLC Beachwood, OH 4/28/2026
Stratos Wealth Partners, LTD. Beachwood, OH 4/28/2026
STRATTON MANAGEMENT CO 2/11/2016
Strengthening Families & Communities, LLC Boston, MA 5/11/2026
Strid Group, LLC Newtown Square, PA 4/29/2026
STRINGER ASSET MANAGEMENT, LLC 11/14/2022
Strive Asset Management, LLC Dallas, TX 5/14/2026
Strive Financial Group ,LLC Carmel, IN 5/15/2026
Strong Retirement Solutions LLC Silverdale, WA 4/20/2026
Strong Tower Advisory Services Minneapolis, MN 4/16/2026
StrongBox Wealth, LLC Lee's Summit, MO 5/8/2026
Stronghold Wealth Management L.L.C. Tampa, FL 4/30/2026
STRS OHIO Columbus, OH 4/24/2026
STRYCKER VIEW CAPITAL LLC 1/10/2022
Stuart Chaussee & Associates, Inc. Beverly Hills, CA 2/2/2026
STUART INVESTMENT ADVISORS, INC. Austin, TX 4/21/2026
STUDIO INVESTMENT MANAGEMENT LLC Chicago, IL 5/15/2026
Stumpf Capital Management LLC 11/16/2020
Sturgeon Ventures LLP 10/17/2023
Stux Capital Management, LLC New York, NY 7/14/2014
STUYVESANT CAPITAL MANAGEMENT 2/8/2019
Styrax Capital, LP New York, NY 5/15/2026
Successful Portfolios LLC Clearwater, FL 4/13/2026
SUFFOLK CAPITAL MANAGEMENT LLC 1/23/2019
Sugar Maple Asset Management, LLC Sister Bay, WI 4/21/2026
Sugarloaf Wealth Management, LLC 1/10/2025
Sullivan Wood Capital Management LLC Washington, DC 5/6/2026
Sullivan, Bruyette, Speros & Blaney, LLC 5/10/2021
Sulzberger Capital Advisors, Inc. Miami, FL 4/10/2026
SUMIT CAPITAL, LLC 2/12/2016
SUMITOMO LIFE INSURANCE CO Tokyo, M0 5/12/2026
Sumitomo Mitsui DS Asset Management Company, Ltd Tokyo, M0 4/24/2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. Tokyo, M0 5/14/2026
Sumitomo Mitsui Trust Group, Inc. Chiyoda Ku, Tokyo, M0 4/30/2026
Summa Corp. Tomball, TX 4/30/2026
SUMMER ROAD LLC West Palm Beach, FL 4/23/2026
SummerHaven Investment Management, LLC Stamford, CT 4/24/2026
Summerhill Capital Management lnc. Toronto, A6 4/22/2026
Summit Asset Management, LLC Memphis, TN 5/8/2026
SUMMIT CAPITAL MANAGEMENT LLC 5/11/2016
Summit Creek Advisors LLC Minneapolis, MN 5/6/2026
Summit Equities Inc 11/13/2018
Summit Financial Consulting LLC Sterling Heights, MI 4/10/2026
SUMMIT FINANCIAL GROUP, INC. 4/5/2024
Summit Financial Strategies, Inc. Columbus, OH 5/1/2026
Summit Financial Wealth Advisors, LLC Lafayette, LA 5/26/2026
Summit Financial, LLC Parsippany, NJ 5/15/2026
Summit Global Investments Bountiful, UT 5/7/2026
Summit Global Management, Inc. 10/8/2014
SUMMIT INVESTMENT ADVISORS, INC. 8/6/2025
Summit Investment Advisory Services, LLC Roseville, MN 4/23/2026
SUMMIT PARTNERS L P Boston, MA 5/8/2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Boston, MA 5/15/2026
Summit Place Financial Advisors, LLC Summit, NJ 5/1/2026
Summit Portfolio Management, LTD. Las Vegas, NV 4/30/2026
Summit Rock Advisors, LP New York, NY 5/12/2026
SUMMIT SECURITIES GROUP LLC New York, NY 4/30/2026
Summit Street Capital Management, LLC New York, NY 5/15/2026
Summit Trail Advisors, LLC New York, NY 5/12/2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. Eagle, ID 5/8/2026
SUMMIT WEALTH GROUP LLC / CO Colorado Springs, CO 4/23/2026
Summit Wealth Group, LLC White River Junction, VT 5/4/2026
Summit Wealth Partners, LLC Orlando, FL 4/17/2026
Summit X, LLC 11/13/2025
Summitas Investment Management LLC Mckinney, TX 5/26/2026
SUMMITPOINT CAPITAL MANAGEMENT Littleton, CO 5/7/2026
SUMMITRY LLC Foster City, CA 5/22/2026
SummitTX Capital, L.P. Fort Worth, TX 5/15/2026
SUMMITVIEW INVESTMENT MANAGEMENT 10/17/2017
SUMWAY DEVELOPMENT LTD. 10/23/2018
Sun Financial Inc Midvale, UT 5/15/2026
Sun Group Wealth Partners Irvine, CA 5/6/2026
SUN LIFE FINANCIAL INC Toronto, A6 5/14/2026
SUN VALLEY GOLD LLC 11/13/2024
Sunbeam Capital Management, LLC Atlanta, GA 4/16/2026
Sunbelt Securities, Inc. Houston, TX 5/15/2026
Sunburst Financial Group, LLC Vestavia Hills, AL 4/13/2026
Suncoast Equity Management Tampa, FL 5/8/2026
Sunesis Advisors, LLC Overland Park, KS 5/14/2026
Sunflower Bank, N.A. Dallas, TX 4/10/2026
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10/23/2020
Sunnymeath Asset Management, Inc. 1/13/2017
Sunpointe, LLC St. Louis, MO 4/21/2026
Sunrise Financial Services, LLC Burien, WA 4/29/2026
Sunriver Management LLC Greenwich, CT 5/14/2026
Sunstone Asset Management, L.P. New York, NY 5/14/2026
SUNTRUST BANKS INC 11/12/2019
SunTx Capital Management Corp. 5/16/2022
SUPERSTRING CAPITAL MANAGEMENT LP New York, NY 5/14/2026
Supplemental Annuity Collective Trust of NJ Trenton, NJ 5/1/2026
Surevest, LLC 11/14/2022
SUREVIEW CAPITAL LLC 8/14/2014
SurgoCap Partners LP New York, NY 5/14/2026
SURIENCE PRIVATE WEALTH LLC Yakima, WA 4/20/2026
Susa Fund Management LLP 11/3/2015
SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd, PA 5/15/2026
Susquehanna Capital Management, LLC Wilmington, DE 5/15/2026
SUSQUEHANNA FINANCIAL GROUP, LLLP 2/14/2025
Susquehanna Foundation 11/14/2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd, PA 5/15/2026
Susquehanna International Group Ltd. 11/14/2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd, PA 5/15/2026
Susquehanna International Securities, Ltd. 11/14/2024
Susquehanna Portfolio Strategies, LLC Bala Cynwyd, PA 5/15/2026
SUSQUEHANNA TRUST & INVESTMENT CO 7/24/2015
Sustainable Growth Advisers, LP Stamford, CT 5/11/2026
Sustainable Insight Capital Management, LLC New York, NY 5/14/2026
SUTTON PLACE INVESTORS LLC Armonk, NY 4/22/2026
Sutton Square Management L.P. 10/1/2018
Sutton Wealth Advisors Inc. 11/8/2023
SUVRETTA CAPITAL MANAGEMENT, LLC New York, NY 5/15/2026
SV Health Investors, LLC 11/7/2022
SVA Wealth Management, LLC 2/4/2021
SVB FINANCIAL GROUP 11/10/2025
SVB Investment Services Inc. 5/10/2022
SVB WEALTH LLC Boston, MA 4/17/2026
Svennilson Peter 11/4/2020
Svenska Handelsbanken AB (publ) Stockholm, V7 4/20/2026
SVF Sponsor III (DE) LLC Menlo Park, CA 5/15/2026
SVRN Asset Management, LLC Austin, TX 5/12/2026
SW Investment Management LLC Telluride, CO 5/8/2026
Swaine & Leidel Wealth Services, LLC 5/17/2022
SWaN & Legend Advisors, LLC 11/7/2024
SWAN Capital LLC Pensacola, FL 5/14/2026
Swan Global Investments, LLC Durango, CO 5/7/2026
SWARTHMORE GROUP INC 7/20/2022
Swedbank 2/9/2021
Swedbank AB Stockholm, V7 4/29/2026
SWEENEY & MICHEL, LLC Chico, CA 4/16/2026
Sweet Financial Partners, LLC 10/16/2024
SWF LLC Omaha, NE 5/14/2026
Swift Run Capital Management, LLC 2/2/2021
Swisher Financial Concepts, Inc. Westerville, OH 4/16/2026
Swiss Life Asset Management Ltd Zurich, V8 5/14/2026
Swiss National Bank Zurich, V8 5/7/2026
SWISS RE LTD Zurich, V8 5/12/2026
SWISS REINSURANCE CO LTD 8/14/2014
swisspartners Advisors Ltd Zurich, V8 5/7/2026
swisspartners Ltd. 2/14/2023
SwitchPoint Financial Planning, LLC Lehi, UT 4/29/2026
SWM Advisors 10/12/2022
SWMG, LLC Fort Worth, TX 4/24/2026
SWP FINANCIAL LLC Encinitas, CA 4/17/2026
SWP Investment Management LLC Independence, OH 7/1/2026
SWS Partners Columbus, OH 4/21/2026
Sycale Advisors (NY) LLC New York, NY 5/13/2026
SYCAMORE PARTNERS MANAGEMENT, L.P. New York, NY 5/21/2026
SYCOMORE ASSET MANAGEMENT Paris, I0 5/11/2026
SYKON CAPITAL LLC Harrison, NY 4/22/2026
SYLEBRA CAPITAL LLC Palo Alto, CA 5/15/2026
Sylebra Capital Ltd 11/15/2023
Sylvest Advisors, LLC Dallas, TX 4/22/2026
SYM FINANCIAL Corp Winona Lake, IN 5/8/2026
SymBiosis Capital Partners, LLC Bentonville, AR 5/12/2026
Symetra Investment Management Co Farmington, CT 5/7/2026
Symetra Life Insurance Co 2/14/2020
Symmetry Investments LP St Helier, Y9 5/15/2026
Symmetry Partners, LLC Glastonbury, CT 4/27/2026
SYMMETRY PEAK MANAGEMENT LLC Radnor, PA 5/15/2026
SYMONS CAPITAL MANAGEMENT INC 11/2/2021
SYMPHONY ASSET MANAGEMENT LLC 8/14/2020
Symphony Financial Services, Inc. Akron, OH 5/7/2026
Symphony Financial, Ltd. Co. Houston, TX 4/30/2026
SYMPHONY TECHNOLOGY GROUP, L.L.C. 10/6/2016
Syncona Portfolio Ltd St Peter Port, Guernsey, X0 5/14/2026
Synergy Asset Management, LLC Vancouver, WA 5/13/2026
Synergy Financial Group, LTD San Ramon, CA 5/14/2026
Synergy Investment Management, LLC Altamonte Springs, FL 5/14/2026
SYNOVUS FINANCIAL CORP 11/7/2025
Syntal Capital Partners, LLC 5/15/2024
SYNTAX ADVISORS, LLC 11/13/2023
SYNTAX RESEARCH, INC. Boca Raton, FL 4/24/2026
Syntegra Private Wealth Group, LLC Chesterfield, MO 4/27/2026
Syntrinsic LLC 10/8/2024
SYON CAPITAL LLC San Francisco, CA 5/13/2026
SYQUANT CAPITAL SAS Paris, I0 4/10/2026
Systelligence, LLC Bloomington, MN 4/21/2026
System Two Advisors 4/27/2016
Systematic Alpha Investments, LLC Princeton, NJ 5/18/2026
SYSTEMATIC FINANCIAL MANAGEMENT LP Teaneck, NJ 5/13/2026
Systematic Portfolios LLC 2/14/2025
SYSTM Wealth Solutions LLC 11/14/2024
Systrade AG Vaduz, N2 4/8/2026
Syverson Strege & Co West Des Moines, IA 5/4/2026
T Ventures Management Co, Ltd. 2/14/2022
T. Rowe Price Investment Management, Inc. Baltimore, MD 5/15/2026
T2 Partners Management, LP 11/3/2015
T3 Companies, LLC New York, NY 5/7/2026
TA ASSOCIATES, L.P. 11/14/2024
Taal Capital Management LP 8/16/2021
TABLEAUX LLC Stockbridge, MA 5/14/2026