Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Think Investments LLC 2/18/2015
Think Investments LP San Francisco, CA 2/17/2026
Thinkbetter Group LLC 3/4/2022
THIRD AVENUE MANAGEMENT LLC New York, NY 2/12/2026
Third Point LLC New York, NY 2/17/2026
Third Rock Ventures, LLC 11/3/2015
Third Security, LLC 11/14/2022
Third View Private Wealth, LLC Westport, CT 1/23/2026
THOMA BRAVO, L.P. Chicago, IL 1/28/2026
Thoma Capital Management LLC Towson, MD 1/8/2026
Thoma Cressey Bravo, Inc. 10/30/2014
THOMAS H LEE PARTNERS LP Boston, MA 2/6/2026
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL 2/13/2026
THOMAS STORY & SON LLC Culver, IN 1/26/2026
THOMAS WHITE INTERNATIONAL LTD 8/14/2023
THOMASPARTNERS, INC. 5/2/2018
Thomasville National Bank Thomasville, GA 1/26/2026
THOMIST CAPITAL MANAGEMENT, LP Houston, TX 2/13/2026
THOMPSON DAVIS & CO., INC. Richmond, VA 1/12/2026
THOMPSON INVESTMENT MANAGEMENT, INC. Madison, WI 4/8/2026
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 4/4/2019
THOMPSON SIEGEL & WALMSLEY LLC Richmond, VA 2/10/2026
Thor Advisors, LLC 5/18/2020
THOR TRADING ADVISORS, LLC Greensburg, PA 2/12/2026
THORNBURG INVESTMENT MANAGEMENT INC Santa Fe, NM 2/13/2026
Thornmark Asset Management Inc. 1/6/2015
ThornTree Capital Partners LP Boston, MA 2/17/2026
THOROUGHBRED FINANCIAL SERVICES, LLC Brentwood, TN 2/10/2026
Thrax Management, LLC 2/21/2017
THRC Management, LLC 5/16/2022
THREADGILL FINANCIAL, LLC Spring, TX 1/8/2026
Three Arch Wealth Management LLC Irvine, CA 2/13/2026
THREE BAYS CAPITAL LP 1/2/2019
Three Bridge Wealth Advisors, LLC Los Altos, CA 2/10/2026
Three Cord True Wealth Management, LLC Beaver, PA 2/5/2026
Three Corner Global Investors LP 5/15/2018
Three Magnolias Financial Advisors, LLC Winston Salem, NC 1/20/2026
Three Peaks Capital Management, LLC 10/12/2021
Three Seasons Wealth, LLC Salt Lake City, UT 1/15/2026
Threshold Group LLC 11/14/2017
Thrive Capital Management, LLC New York, NY 3/13/2026
Thrive Capital Management, LLC Fort Washington, PA 2/9/2026
Thrive Wealth Management, LLC Audubon, PA 4/9/2026
THRIVENT FINANCIAL FOR LUTHERANS Minneapolis, MN 2/5/2026
THRU LINE L.P. 5/8/2017
THRYVE WEALTH MANAGEMENT LLC Irving, TX 2/25/2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Indianapolis, IN 1/20/2026
TI-TRUST, INC Quincy, IL 1/23/2026
TIAA CREF INVESTMENT MANAGEMENT LLC 5/14/2019
TIAA CREF TRUST CO FSB/MO 5/3/2017
TIAA Kaspick, LLC 11/4/2021
TIAA TRUST, NATIONAL ASSOCIATION Charlotte, NC 2/11/2026
TIAA, FSB 7/31/2023
Tibra Equities Europe Ltd 5/16/2022
TICINO WEALTH Mission Viejo, CA 1/27/2026
Tidal Investments LLC Milwaukee, WI 2/13/2026
Tide Cove Capital Partners LLC San Diego, CA 2/10/2026
TIDE POINT CAPITAL MANAGEMENT, LP 11/7/2018
Tidemark, LLC San Diego, CA 2/10/2026
TIEDEMANN ADVISORS, LLC 11/14/2023
TIEDEMANN TRUST CO 8/12/2016
Tiedemann Wealth Management Holdings, LLC 8/11/2017
TIEMANN INVESTMENT ADVISORS, LLC Menlo Park, CA 2/13/2026
Tieton Capital Management, LLC Yakima, WA 2/10/2026
TIFF ADVISORY SERVICES, LLC Radnor, PA 2/9/2026
TIG Advisors, LLC New York, NY 2/17/2026
TIGER CONSUMER MANAGEMENT, LP 5/15/2015
Tiger Eye Capital LLC 10/3/2022
TIGER GLOBAL MANAGEMENT LLC New York, NY 2/17/2026
Tiger Legatus Capital Management, LLC 5/16/2022
TIGER MANAGEMENT L.L.C. 11/13/2024
Tiger Pacific Capital LP New York, NY 2/17/2026
TIGER VEDA MANAGEMENT LLC 4/20/2016
TigerOak Management, L.L.C. Nashville, TN 1/21/2026
TigerShark Management, LLC 5/15/2015
Tikehau Investment Management 10/20/2025
Tikvah Management LLC Charlotte, NC 2/13/2026
Tilden Park Management I LLC 11/14/2022
TILIA FIDUCIARY PARTNERS, INC. Wilmington, NC 4/9/2026
Tillar-Wenstrup Advisors, LLC 2/14/2024
Tiller Private Wealth, Inc. Bethlehem, PA 1/14/2026
Tillman Hartley LLC Orlando, FL 2/13/2026
Tilson Financial Group, Inc. New Providence, NJ 2/5/2026
Tilt Investment Management Holdings, PBC 1/31/2024
Timber Creek Capital Management LLC Boston, MA 1/23/2026
Timber Hill LLC 8/18/2020
Timelo Investment Management Inc. Aurora, A6 2/13/2026
TimeScale Financial, Inc. 7/27/2023
TimesSquare Capital Management, LLC New York, NY 2/6/2026
Timmons Wealth Management, LLC Attleboro, MA 2/12/2026
Timonier Family Office, LTD. Winston Salem, NC 2/4/2026
Timpani Capital Management LLC 5/10/2019
TIMUCUAN ASSET MANAGEMENT INC/FL Jacksonville, FL 2/13/2026
Tinicum Inc 2/13/2024
Tipp Hill Capital Management LLC 10/25/2016
Tiptree Advisors, LLC New York, NY 2/17/2026
TIRSCHWELL & LOEWY INC 4/3/2019
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC New York, NY 2/10/2026
Titan Investment Management LLC Indianapolis, IN 2/24/2026
Titan Investment Solutions Ltd London, X0 2/13/2026
Titan Managers, LLC 11/18/2024
Titan Wealth (CI) Ltd St Peter Port, Y7 2/17/2026
TITLEIST ASSET MANAGEMENT, LLC San Antonio, TX 2/12/2026
TITLEIST ASSET MANAGEMENT, LTD. 1/12/2023
Titus Wealth Management 11/9/2022
TIVERTON ASSET MANAGEMENT LLC 11/13/2019
TKG Advisors, LLC Valparaiso, IN 1/29/2026
TL Private Wealth Southlake, TX 1/12/2026
TLP GROUP LLC 10/16/2019
TLS Advisors LLC Miami, FL 2/4/2026
TLT Family Holdco ULC Toronto, A6 2/13/2026
TLW Wealth Management, LLC Indian Rocks Beach, FL 2/5/2026
TLWM San Antonio, TX 4/8/2026
TMB Capital Partners, LLC Little Rock, AR 2/19/2026
TMD & ASSOCIATES, INC 8/9/2019
TMD Wealth Management, LLC 8/8/2024
TME FINANCIAL, INC. Huntington Beach, CA 1/27/2026
TMFS HOLDINGS LLC 10/20/2016
TMT General Partner Ltd Hong Kong, K3 1/30/2026
TNF LLC 10/25/2024
TOBAM Paris, I0 3/2/2026
TOBIAS FINANCIAL ADVISORS, INC. Plantation, FL 2/13/2026
TOCQUEVILLE ASSET MANAGEMENT L.P. New York, NY 2/12/2026
TODD ASSET MANAGEMENT LLC Louisville, KY 2/9/2026
TOEWS CORP /ADV Northfield, NJ 1/30/2026
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 2/14/2022
TOKIO MARINE ASSET MANAGEMENT CO LTD Tokyo, M0 1/27/2026
Tolleson Wealth Management, Inc. Dallas, TX 2/17/2026
TOMPKINS FINANCIAL CORP Ithaca, NY 4/9/2026
Tompkins Trust Co 7/14/2022
TOMS Capital Investment Management LP New York, NY 2/17/2026
Top Ace Asset Management Ltd 11/2/2023
Topel & Distasi Wealth Management, LLC Berkeley, CA 2/9/2026
Topline Capital Management, LLC Santa Monica, CA 2/17/2026
Topor & Co. Korea Seoul, M5 2/26/2026
Topsail Wealth Management, LLC Charlotte, NC 2/4/2026
TopTier Wealth Management, LLC Muskego, WI 2/12/2026
Torch Wealth Management LLC 2/25/2020
TORNO CAPITAL, LLC Cohasset, MA 2/17/2026
Toronado Partners, LLC San Francisco, CA 2/12/2026
TORONTO DOMINION BANK Toronto, Ontario, A6 2/17/2026
TORQ CAPITAL MANAGEMENT (HK) Ltd 1/31/2024
TORQUE ASSET MANAGEMENT LLC Omaha, NE 2/17/2026
TORRAY INVESTMENT PARTNERS LLC Bethesda, MD 1/28/2026
Torren Management, LLC San Diego, CA 1/30/2026
Torrey Growth & Income Advisors Del Mar, CA 2/17/2026
Torrey-Payne Wealth Management, LLC Pasadena, CA 2/19/2026
TORTOISE CAPITAL ADVISORS, L.L.C. Overland Park, KS 2/17/2026
Tortoise Index Solutions, LLC 5/10/2024
Tortoise Investment Management, LLC White Plains, NY 2/6/2026
Toscafund Asset Management LLP 11/13/2023
Total Clarity Wealth Management, Inc. St. Charles, IL 2/2/2026
TOTAL INVESTMENT MANAGEMENT INC Scottsdale, AZ 2/3/2026
Total Wealth Planning & Management, Inc. Ponte Vedra Beach, FL 2/11/2026
Total Wealth Planning, LLC Cincinnati, OH 2/13/2026
Totem Point Management, LLC New York, NY 2/17/2026
TOTH FINANCIAL ADVISORY CORP Leesburg, VA 1/20/2026
Touchstone Capital, Inc. Pittsburgh, PA 1/21/2026
TOUNJIAN ADVISORY PARTNERS, LLC Fort Myers, FL 1/7/2026
TOURADJI CAPITAL MANAGEMENT, LP Boca Raton, FL 8/6/2014
Tourbillon Capital Partners, L.P. 2/14/2019
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Warszawa, R9 4/9/2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA Warsaw, R9 2/13/2026
TOWER BRIDGE ADVISORS West Conshohocken, PA 2/13/2026
Tower House Partners LLP 2/14/2023
Tower Research Capital LLC (TRC) New York, NY 2/17/2026
TOWER TRUST & INVESTMENT Co Davenport, IA 4/8/2026
TOWER TRUST Co Fort Wayne, IN 5/8/2014
Tower View Wealth Management LLC Shorewood, WI 1/23/2026
Tower Wealth Partners, Inc. Lewisburg, PA 1/16/2026
Towercrest Capital Management Newtown, PA 1/21/2026
Towerpoint Wealth, LLC Sacramento, CA 4/8/2026
TOWERVIEW LLC New York, NY 2/4/2026
TOWLE & CO Denver, CO 2/12/2026
Town & Country Bank & Trust CO dba First Bankers Trust CO Louisville, KY 1/20/2026
TOWN LANE MANAGEMENT LP New York, NY 2/17/2026
Towne Trust Company, N.A Newport News, VA 1/26/2026
Towneley Capital Management, Inc / DE Laguna Hills, CA 1/30/2026
Townsend & Associates, Inc Westminster, CO 1/26/2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV Raleigh, NC 1/21/2026
Townsend Financial Planning, LLC Mt Sterling, KY 2/17/2026
TOWNSQUARE CAPITAL LLC Lehi, UT 2/11/2026
TOYOTA MOTOR CORP/ Japan, M0 2/13/2026
TPB WEALTH ADVISORS 5/23/2023
TPG Advisors LLC Northfield, IL 1/21/2026
TPG Financial Advisors, LLC Portland, OR 2/6/2026
TPG GP A, LLC Fort Worth, TX 2/13/2026
TPG Group Holdings (SBS) Advisors, Inc. 2/25/2022
TPH Asset Management, LLC 2/14/2018
TPI Fund Managers Ltd 8/8/2022
Trace Wealth Advisors, LLC Los Angeles, CA 2/12/2026
Traction Financial Partners, LLC Littleton, CO 1/29/2026
TradeLink Capital LLC Chicago, IL 2/4/2026
TradeLink Global Equity LLC 2/27/2015
Trademark Financial Management, LLC Bloomington, MN 1/28/2026
TradeWell Securities, LLC. Fort Wayne, IN 2/9/2026
Tradewinds Capital Management, LLC Bellingham, WA 1/14/2026
Tradewinds Global Investors, LLC 11/14/2016
Tradewinds, LLC. Raleigh, NC 2/13/2026
Tradeworx Inc. 10/1/2014