Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
SUREVIEW CAPITAL LLC 8/14/2014
SurgoCap Partners LP New York, NY 8/13/2026
SURIENCE PRIVATE WEALTH LLC Yakima, WA 7/24/2026
Susa Fund Management LLP 11/3/2015
SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd, PA 8/14/2026
Susquehanna Capital Management, LLC Wilmington, DE 8/14/2026
SUSQUEHANNA FINANCIAL GROUP, LLLP 2/14/2025
Susquehanna Foundation 11/14/2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd, PA 8/14/2026
Susquehanna International Group Ltd. 11/14/2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd, PA 8/14/2026
Susquehanna International Securities, Ltd. 11/14/2024
Susquehanna Portfolio Strategies, LLC Bala Cynwyd, PA 8/14/2026
SUSQUEHANNA TRUST & INVESTMENT CO 7/24/2015
Sustainable Growth Advisers, LP Stamford, CT 8/10/2026
Sustainable Insight Capital Management, LLC New York, NY 8/19/2026
SUTTON PLACE INVESTORS LLC Armonk, NY 8/6/2026
Sutton Square Management L.P. 10/1/2018
Sutton Wealth Advisors Inc. 11/8/2023
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 7/17/2026
Svennilson Peter 11/4/2020
Svenska Handelsbanken AB (publ) Stockholm, V7 8/4/2026
SVF Sponsor III (DE) LLC Menlo Park, CA 8/14/2026
SVRN Asset Management, LLC Austin, TX 8/14/2026
SW Investment Management LLC Telluride, CO 8/14/2026
Swaine & Leidel Wealth Services, LLC 5/17/2022
SWaN & Legend Advisors, LLC 11/7/2024
SWAN Capital LLC Pensacola, FL 8/13/2026
Swan Global Investments, LLC Durango, CO 8/11/2026
SWARTHMORE GROUP INC 7/20/2022
Swedbank 2/9/2021
Swedbank AB Stockholm, V7 7/15/2026
SWEENEY & MICHEL, LLC Chico, CA 8/10/2026
Sweet Financial Partners, LLC 10/16/2024
SWF LLC Omaha, NE 8/13/2026
Swift Run Capital Management, LLC 2/2/2021
Swisher Financial Concepts, Inc. Westerville, OH 8/6/2026
Swiss Life Asset Management Ltd Zurich, V8 7/29/2026
Swiss National Bank Zurich, V8 8/11/2026
SWISS RE LTD Zurich, V8 8/11/2026
SWISS REINSURANCE CO LTD 8/14/2014
swisspartners Advisors Ltd Zurich, V8 8/11/2026
swisspartners Ltd. 2/14/2023
SwitchPoint Financial Planning, LLC Lehi, UT 8/14/2026
SWM Advisors 10/12/2022
SWMG, LLC Fort Worth, TX 7/15/2026
SWP FINANCIAL LLC Encinitas, CA 7/24/2026
SWP Investment Management LLC Independence, OH 7/1/2026
SWS Partners Columbus, OH 8/3/2026
Sycale Advisors (NY) LLC New York, NY 8/11/2026
SYCAMORE PARTNERS MANAGEMENT, L.P. New York, NY 8/14/2026
SYCOMORE ASSET MANAGEMENT Paris, I0 7/16/2026
SYKON CAPITAL LLC Harrison, NY 8/12/2026
SYLEBRA CAPITAL LLC Palo Alto, CA 8/14/2026
Sylebra Capital Ltd 11/15/2023
Sylvest Advisors, LLC Dallas, TX 7/22/2026
SYM FINANCIAL Corp Winona Lake, IN 8/4/2026
SymBiosis Capital Partners, LLC Bentonville, AR 5/12/2026
Symetra Investment Management Co Farmington, CT 8/13/2026
Symetra Life Insurance Co 2/14/2020
Symmetry Investments LP St Helier, Y9 8/14/2026
Symmetry Partners, LLC Glastonbury, CT 7/23/2026
SYMMETRY PEAK MANAGEMENT LLC Radnor, PA 8/14/2026
SYMONS CAPITAL MANAGEMENT INC 11/2/2021
SYMPHONY ASSET MANAGEMENT LLC 8/14/2020
Symphony Financial Services, Inc. Akron, OH 7/22/2026
Symphony Financial, Ltd. Co. Houston, TX 8/3/2026
SYMPHONY TECHNOLOGY GROUP, L.L.C. 10/6/2016
Syncona Portfolio Ltd St Peter Port, Guernsey, X0 8/6/2026
Synergy Asset Management, LLC Vancouver, WA 7/22/2026
Synergy Financial Group, LTD San Ramon, CA 8/4/2026
Synergy Investment Management, LLC Altamonte Springs, FL 8/14/2026
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 7/31/2026
Syntegra Private Wealth Group, LLC Chesterfield, MO 7/15/2026
Syntrinsic LLC 10/8/2024
SYON CAPITAL LLC San Francisco, CA 8/14/2026
SYQUANT CAPITAL SAS Paris, I0 7/9/2026
Systelligence, LLC Bloomington, MN 7/14/2026
System Two Advisors 4/27/2016
Systematic Alpha Investments, LLC Princeton, NJ 8/13/2026
SYSTEMATIC FINANCIAL MANAGEMENT LP Teaneck, NJ 8/14/2026
Systematic Portfolios LLC 2/14/2025
SYSTM Wealth Solutions LLC 11/14/2024
Systrade AG Vaduz, N2 7/7/2026
Syverson Strege & Co West Des Moines, IA 8/6/2026
T Ventures Management Co, Ltd. 2/14/2022
T. Rowe Price Investment Management, Inc. Baltimore, MD 8/14/2026
T2 Partners Management, LP 11/3/2015
T3 Companies, LLC New York, NY 7/27/2026
TA ASSOCIATES, L.P. 11/14/2024
Taal Capital Management LP 8/16/2021
TABLEAUX LLC Stockbridge, MA 8/7/2026
Tabor Asset Management, LP New York, NY 8/14/2026
TABR Capital Management, LLC Orange, CA 7/24/2026
Tacita Capital Inc Toronto, A6 8/10/2026
Taconic Capital Advisors LP New York, NY 8/14/2026
Tactical Allocation Group LLC 8/31/2016
Tactive Advisors, LLC Jacksonville, FL 7/8/2026
TAGStone Capital, Inc. Charlotte, NC 8/11/2026
Tahithromos, L.L.C. 5/9/2018
Taika Capital, LP 5/9/2025
Taikang Asset Management (Hong Kong) Co Ltd Hong Kong, K3 8/12/2026
Taikang Asset Management Co., Ltd. 11/13/2020
Tailwinds Wealth, LLC Vadnais Heights, MN 7/13/2026
Tairen Capital Ltd Hong Kong, K3 8/13/2026
TAIYO LIFE INSURANCE CO Chuo Ku, Tokyo, M0 7/27/2026
TAKEDA PHARMACEUTICAL CO LTD 11/13/2025
Talara Capital Management, LLC 11/13/2018
Talaria Asset Management Pty Ltd Melbourne, C3 8/14/2026
Talbot Financial, LLC Bellevue, WA 7/14/2026
Talisman Wealth Advisors LLC Mountainside, NJ 8/14/2026
Talkot Capital, LLC 11/14/2016
Tallon Kerry Patrick 2/6/2025
Talon Private Wealth, LLC The Villages, FL 5/15/2026
Talos Eurisko Asset Management LP New York, NY 8/12/2026
TAM Capital Management Inc. Stamford, CT 8/14/2026
Tamar Securities, LLC Woodland Hills, CA 8/5/2026
Tamarack Advisers, LP 2/9/2024
Tamarack Capital Management, LLC 2/10/2016
TAMRO Capital Partners LLC 1/21/2016
Tanager Wealth Management LLP Goring On Thames, X0 7/23/2026
TANAKA CAPITAL MANAGEMENT INC New York, NY 5/18/2026
TANDEM CAPITAL MANAGEMENT CORP /ADV Woodcliff Lake, NJ 8/11/2026
Tandem Financial, LLC Greenwood Village, CO 8/13/2026
Tandem Investment Advisors, Inc. Charleston, SC 7/31/2026
Tandem Investment Partners LLC Bordentown, NJ 7/27/2026
Tandem Wealth Advisors LLC Phoenix, AZ 8/13/2026
TANDEMGROWTH FINANCIAL ADVISORS LLC Alpharetta, GA 8/5/2026
TANG CAPITAL MANAGEMENT LLC San Diego, CA 8/14/2026
TANG KEVIN C 11/14/2023
Tanglewood Legacy Advisors, LLC Houston, TX 8/10/2026
Tanglewood Wealth Management, Inc. Houston, TX 7/27/2026
Tannin Capital LLC Charlotte, NC 8/4/2026
Tao Capital Management LP San Francisco, CA 8/14/2026
Tao Pro LLC 11/14/2023
TAP Consulting, LLC 2/11/2025
Tappan Street Partners LLC 11/14/2017
Taproot Management LP New York, NY 7/24/2026
Tarbox Family Office, Inc. Newport Beach, CA 8/3/2026
TARGET ASSET MANAGEMENT PTE LTD 10/31/2017
Targeted Financial Services LLC Seminole, FL 7/16/2026
Tarsadia Capital, LLC New York, NY 8/10/2026
Tassel Capital Management, Inc. Matthews, NC 8/7/2026
Tatro Capital, LLC 5/13/2022
TAUBE HODSON STONEX PARTNERS LLP 7/15/2016
TAURUS ASSET MANAGEMENT, LLC 5/13/2025
Tavio Capital LLC 10/1/2020
Taylor & Morgan Wealth Management, LLC Troy, MI 7/10/2026
TAYLOR ASSET MANAGEMENT INC 5/14/2019
Taylor Financial Group, Inc. Roanoke, VA 7/24/2026
Taylor Frigon Capital Management LLC Scottsdale, AZ 7/23/2026
Taylor Hoffman Capital Management LLC Richmond, VA 8/11/2026
Taylor Hoffman Wealth Management 8/9/2024
Taylor Securities Services, Inc. Harrisburg, PA 8/13/2026
Taylor Wealth Management Partners 8/12/2022
Taylor, Cottrill LLC 2/5/2016
TB Alternative Assets Ltd. Hong Kong, K3 7/17/2026
TB Capital Gestao de Recursos Ltda. Rio De Janeiro, D5 8/14/2026
TB Partners GP LTD 1/26/2016
TBH Global Asset Management, LLC Brentwood, TN 8/5/2026
TBP ADVISORS LTD 4/17/2015
TBP Investments Management, LLC 11/16/2015
TCF National Bank 4/30/2021
TCFG Investment Advisors, LLC Laguna Niguel, CA 7/17/2026
TCFG WEALTH MANAGEMENT, LLC Laguna Niguel, CA 4/23/2026
TCG Advisors, LP 11/13/2020
TCG Capital Management, LP Playa Vista, CA 8/13/2026
TCG Crossover Management, LLC Palo Alto, CA 8/14/2026
TCI Fund Management Ltd London, X0 8/14/2026
TCI Wealth Advisors, Inc. Tucson, AZ 7/29/2026
TCM Advisors, LLC Martinsburg, WV 8/13/2026
TCP Asset Management, LLC Upper Arlington, OH 7/15/2026
TCS CAPITAL MANAGEMENT LLC 11/14/2017
TCTC Holdings, LLC Dallas, TX 8/11/2026
TCV Trust & Wealth Management, Inc. Richmond, VA 7/24/2026
TCW GROUP INC Los Angeles, CA 8/3/2026
TCWP LLC 11/13/2024
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 11/13/2023
TD Ameritrade Trust Co 4/17/2019
TD ASSET MANAGEMENT INC Toronto, A6 8/4/2026
TD Capital Management LLC Memphis, TN 8/6/2026
TD PRIVATE CLIENT WEALTH LLC New York, NY 8/4/2026
TD Securities (USA) LLC 4/27/2016
TD Waterhouse Canada Inc. Toronto, A6 7/27/2026
TDAM USA INC. 2/10/2022
Te Ahumairangi Investment Management Ltd Wellington, Q2 8/12/2026
TEACHER RETIREMENT SYSTEM OF TEXAS Austin, TX 8/14/2026
TEACHERS ADVISORS, LLC 5/14/2019
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA New York, NY 8/10/2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Frankfort, KY 8/12/2026
TEALWOOD ASSET MANAGEMENT INC Minneapolis, MN 7/14/2026
Team Financial Group, LLC Temecula, CA 7/10/2026
Team Hewins, LLC Foster City, CA 7/29/2026