Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
STILWELL JOSEPH 1/26/2015
Stilwell Value LLC New York, NY 8/7/2026
Stirlingshire Investments, Inc. New York, NY 7/31/2026
STOCK YARDS BANK & TRUST CO Louisville, KY 8/19/2026
Stockbridge Partners LLC Boston, MA 8/13/2026
Stockman Wealth Management, Inc. Billings, MT 8/11/2026
Stoic Point Capital Management LLC Palo Alto, CA 8/14/2026
Stokes & Hubbell Capital Management, LLC 4/24/2019
Stokes Capital Advisors, LLC Greenwood, SC 7/22/2026
Stokes Family Office, LLC New Orleans, LA 8/11/2026
Stolper Co Tulsa, OK 7/14/2026
STOLZ & ASSOCIATES, PS Tacoma, WA 7/29/2026
Stone Asset Management Inc. 4/17/2023
Stone Harbor Investment Partners LP 10/31/2019
Stone House Capital Management, LLC Bay Harbor Islands, FL 8/14/2026
Stone House Investment Management, LLC Tunkhannock, PA 8/5/2026
STONE LOFT WEALTH MANAGEMENT LLC West Chester, PA 7/24/2026
Stone Milliner Asset Management AG 2/14/2018
Stone Milliner Asset Management, LLP 2/14/2018
STONE POINT CAPITAL LLC Greenwich, CT 8/10/2026
Stone Ridge Asset Management LLC 10/19/2022
Stone Ridge Holdings Group LP New York, NY 7/31/2026
STONE RUN CAPITAL, LLC 11/14/2025
Stone Summit Wealth LLC Miami, FL 7/23/2026
Stone Toro Investment Advisers, LP 5/7/2015
Stone Wealth Partners Jefferson, LA 7/16/2026
STONEBRIDGE ADVISORS LLC Wilton, CT 8/5/2026
Stonebridge Capital Advisors LLC St Paul, MN 8/12/2026
STONEBRIDGE CAPITAL MANAGEMENT INC Los Angeles, CA 8/14/2026
Stonebridge Financial Group, LLC Wormleysburg, PA 7/6/2026
Stonebridge Financial Group, LLC / MO St. Louis, MO 7/24/2026
Stonebridge Financial Group, LLC/CA San Rafael, CA 8/13/2026
Stonebridge Financial Planning Group, LLC Orlando, FL 7/31/2026
Stonebridge Wealth Management, LLC Oak Brook, IL 7/16/2026
Stonebrook Private Inc. Northville, MI 8/14/2026
StoneCrest Wealth Management, Inc. Chandler, AZ 7/9/2026
Stonegate Investment Group, LLC 11/3/2025
Stonegate Management LLC Lake Forest, IL 8/12/2026
Stonehage Fleming (UK) Ltd 10/11/2019
Stonehage Fleming Financial Services Holdings Ltd St. Helier, Y9 8/17/2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Appleton, WI 8/6/2026
Stonehearth Capital Management, LLC Danvers, MA 7/7/2026
STONEHILL CAPITAL MANAGEMENT LLC New York, NY 8/14/2026
Stonekeep Investments, LLC Sante Fe, NM 7/10/2026
Stonepeak GP Investors Holdings Manager LLC 11/14/2025
Stonepeak GP Investors Manager LLC 11/14/2017
Stonepine Capital Management, LLC Bend, OR 8/17/2026
STONERIDGE INVESTMENT PARTNERS LLC Radnor, PA 8/6/2026
Stonerise Capital Management, LLC 5/15/2018
StoneX Group Inc. New York, NY 8/12/2026
STONNINGTON GROUP, LLC 4/14/2023
Stony Point Capital LLC New York, NY 8/13/2026
Stordahl Capital Management, Inc. Greenwood Village, CO 7/14/2026
STOREBRAND ASSET MANAGEMENT AS Lysaker, Q8 8/12/2026
Storen Legacy Partners, LLC Zionsville, IN 7/17/2026
Storgate, LLC Dallas, TX 8/12/2026
Storm King Capital Partners, LLC 11/14/2023
Stormborn Capital Management, LLC 2/14/2023
StoryOne LLC Overland Park, KS 7/24/2026
Straight Path Wealth Management Jenison, MI 7/27/2026
STRAIGHTLINE GROUP LLC Troy, MI 8/14/2026
Strait & Sound Wealth Management LLC San Francisco, CA 8/17/2026
STRALEM & CO INC 7/20/2020
Strata Wealth Advisors, LLC Dallas, TX 8/5/2026
Strategent Financial, LLC Harrisonburg, VA 8/3/2026
Strategic Advisors LLC New York, NY 7/28/2026
STRATEGIC ADVISORY PARTNERS, LLC Greensboro, NC 8/10/2026
Strategic Advocates LLC Sacramento, CA 8/13/2026
Strategic Asset Management, LLC 11/1/2022
Strategic Blueprint, LLC Atlanta, GA 7/23/2026
STRATEGIC CAPITAL ADVISERS, INC. 7/18/2022
Strategic Capital Alternatives LLC 5/17/2016
Strategic Capital Group LLC Gig Harbor, WA 7/14/2014
Strategic Equity Management Tucson, AZ 8/10/2026
Strategic Family Wealth Counselors, L.L.C. Fairfield, NJ 8/14/2026
Strategic Financial Concepts, LLC San Antonio, TX 7/27/2026
Strategic Financial Group, LLC Grand Haven, MI 7/13/2026
Strategic Financial Partners, Ltd. Bend, OR 8/3/2026
Strategic Financial Planning, Inc. Plano, TX 8/14/2026
Strategic Financial Services, Inc. Utica, NY 5/8/2026
Strategic Global Advisors, LLC Newport Beach, CA 8/14/2026
Strategic Income Management, LLC 11/13/2023
Strategic Investment Advisors / MI Farmington Hills, MI 8/14/2026
STRATEGIC INVESTMENT MANAGEMENT, LLC Arlington, VA 7/20/2026
Strategic Investment Opportunities LLC 11/14/2022
Strategic Investment Solutions, Inc. /IL Orland Park, IL 7/8/2026
STRATEGIC PLANNING GROUP, LLC Bountiful, UT 7/16/2026
Strategic Planning, Inc. Columbus, OH 5/18/2026
Strategic Point Investment Advisors, LLC Providence, RI 7/8/2026
STRATEGIC VALUE BANK PARTNERS LLC Cleveland, OH 8/13/2026
Strategic Value Partners, LLC Greenwich, CT 8/4/2026
Strategic Vision Investment Ltd 10/30/2024
Strategic Wealth Advisors Group, LLC 11/10/2022
Strategic Wealth Advisors LLC Scottsdale, AZ 8/7/2026
Strategic Wealth Investment Group, LLC Louisville, KY 8/4/2026
Strategic Wealth Management Group, LLC 8/13/2021
STRATEGIC WEALTH MANAGEMENT INC 2/7/2022
Strategic Wealth Partners Group, LLC 4/30/2024
Strategic Wealth Partners, Ltd. Independence, OH 8/12/2026
Strategies Wealth Advisors, LLC Grand Rapids, MI 8/14/2026
StrategIQ Financial Group, LLC 1/23/2024
STRATEGY ASSET MANAGERS LLC Pasadena, CA 8/14/2026
Strategy Capital LLC Los Altos, CA 8/13/2026
Stratford Consulting, LLC 5/11/2020
Strathmore Capital Advisors, Inc. Charlotte, NC 8/10/2026
StratiFi, LLC 5/14/2018
Stratos Investment Management, LLC Beachwood, OH 8/11/2026
Stratos Wealth Advisors, LLC Beachwood, OH 8/11/2026
Stratos Wealth Partners, LTD. Beachwood, OH 8/11/2026
STRATTON MANAGEMENT CO 2/11/2016
Strengthening Families & Communities, LLC Boston, MA 8/11/2026
Strid Group, LLC Newtown Square, PA 7/23/2026
STRINGER ASSET MANAGEMENT, LLC 11/14/2022
Strive Asset Management, LLC Dallas, TX 8/13/2026
Strive Financial Group ,LLC Carmel, IN 8/14/2026
Strong Retirement Solutions LLC Silverdale, WA 7/20/2026
Strong Tower Advisory Services Minneapolis, MN 7/13/2026
StrongBox Wealth, LLC Lee's Summit, MO 7/23/2026
Stronghold Wealth Management L.L.C. Tampa, FL 7/24/2026
STRS OHIO Columbus, OH 7/30/2026
STRYCKER VIEW CAPITAL LLC 1/10/2022
Stuart Chaussee & Associates, Inc. Beverly Hills, CA 2/2/2026
STUART INVESTMENT ADVISORS, INC. Austin, TX 8/6/2026
STUDIO INVESTMENT MANAGEMENT LLC Chicago, IL 7/31/2026
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 8/14/2026
Successful Portfolios LLC Clearwater, FL 7/14/2026
SUCCESSION FINANCIAL, INC. Mckinney, TX 8/7/2026
SUFFOLK CAPITAL MANAGEMENT LLC 1/23/2019
Sugar Maple Asset Management, LLC Sister Bay, WI 7/28/2026
Sugarloaf Wealth Management, LLC 1/10/2025
Sullivan Wood Capital Management LLC Washington, DC 7/22/2026
Sullivan, Bruyette, Speros & Blaney, LLC 5/10/2021
Sulzberger Capital Advisors, Inc. Miami, FL 7/17/2026
SUMIT CAPITAL, LLC 2/12/2016
SUMITOMO LIFE INSURANCE CO Tokyo, M0 8/11/2026
Sumitomo Mitsui DS Asset Management Company, Ltd Tokyo, M0 7/22/2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. Tokyo, M0 8/13/2026
Sumitomo Mitsui Trust Group, Inc. Chiyoda Ku, Tokyo, M0 7/30/2026
Summa Corp. Tomball, TX 8/6/2026
SUMMER ROAD LLC West Palm Beach, FL 8/10/2026
SummerHaven Investment Management, LLC Stamford, CT 7/21/2026
Summerhill Capital Management lnc. Toronto, A6 8/4/2026
Summit Asset Management, LLC Memphis, TN 8/6/2026
SUMMIT CAPITAL MANAGEMENT LLC 5/11/2016
Summit Creek Advisors LLC Minneapolis, MN 8/7/2026
Summit Equities Inc 11/13/2018
Summit Financial Consulting LLC Sterling Heights, MI 8/6/2026
SUMMIT FINANCIAL GROUP, INC. 4/5/2024
Summit Financial Strategies, Inc. Columbus, OH 7/24/2026
Summit Financial Wealth Advisors, LLC Lafayette, LA 7/15/2026
Summit Financial, LLC Parsippany, NJ 8/12/2026
Summit Global Investments Bountiful, UT 8/3/2026
Summit Global Management, Inc. 10/8/2014
SUMMIT INVESTMENT ADVISORS, INC. 8/6/2025
Summit Investment Advisory Services, LLC Roseville, MN 7/24/2026
SUMMIT PARTNERS L P Boston, MA 7/30/2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Boston, MA 8/14/2026
Summit Place Financial Advisors, LLC Summit, NJ 7/29/2026
Summit Portfolio Management, LTD. Las Vegas, NV 4/30/2026
Summit Rock Advisors, LP New York, NY 8/4/2026
SUMMIT SECURITIES GROUP LLC New York, NY 8/3/2026
Summit Street Capital Management, LLC New York, NY 8/14/2026
Summit Trail Advisors, LLC New York, NY 8/11/2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. Eagle, ID 7/27/2026
SUMMIT WEALTH GROUP LLC / CO Colorado Springs, CO 7/28/2026
Summit Wealth Group, LLC White River Junction, VT 8/4/2026
Summit Wealth Partners, LLC Orlando, FL 8/3/2026
Summit X, LLC 11/13/2025
Summitas Investment Management LLC Mckinney, TX 8/14/2026
SUMMITPOINT CAPITAL MANAGEMENT Littleton, CO 8/13/2026
SUMMITRY LLC Foster City, CA 7/21/2026
SummitTX Capital, L.P. Fort Worth, TX 8/14/2026
SUMMITVIEW INVESTMENT MANAGEMENT 10/17/2017
SUMWAY DEVELOPMENT LTD. 10/23/2018
Sun Financial Inc Midvale, UT 8/11/2026
Sun Group Wealth Partners Irvine, CA 7/23/2026
SUN LIFE FINANCIAL INC Toronto, A6 8/12/2026
Sun Mountain Capital Ltd St Helier, Y9 7/24/2026
SUN VALLEY GOLD LLC 11/13/2024
Sunbeam Capital Management, LLC Atlanta, GA 7/14/2026
Sunbelt Securities, Inc. Houston, TX 5/15/2026
Sunburst Financial Group, LLC Vestavia Hills, AL 7/8/2026
Suncoast Equity Management Tampa, FL 8/4/2026
Sunesis Advisors, LLC Overland Park, KS 7/10/2026
Sunflower Bank, N.A. Dallas, TX 8/14/2026
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10/23/2020
Sunnymeath Asset Management, Inc. 1/13/2017
Sunpointe, LLC St. Louis, MO 7/24/2026
Sunrise Financial Services, LLC Burien, WA 8/12/2026
Sunriver Management LLC Greenwich, CT 8/13/2026
Sunstone Asset Management, LP New York, NY 8/14/2026
SUNTRUST BANKS INC 11/12/2019
SunTx Capital Management Corp. 5/16/2022
SUPERSTRING CAPITAL MANAGEMENT LP New York, NY 8/14/2026
Supplemental Annuity Collective Trust of NJ Trenton, NJ 7/27/2026
Surevest, LLC 11/14/2022