Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
TRADITION CAPITAL MANAGEMENT LLC 5/7/2019
Tradition Wealth Management, LLC Edina, MN 2/11/2026
Trafelet Capital Management, L.P. 5/15/2019
TRAFELET REMY W New York, NY 2/14/2014
Trail Ridge Investment Advisors, LLC Fort Collins, CO 1/28/2026
Trailhead Pacific, LLC 7/17/2018
Trailhead Planners LLC Edina, MN 2/12/2026
Trails Edge Capital Partners, LP Atlanta, GA 2/17/2026
TRAIN BABCOCK ADVISORS LLC 1/10/2018
Trajan Wealth LLC Scottsdale, AZ 2/6/2026
TRAN CAPITAL MANAGEMENT, L.P. San Rafael, CA 1/20/2026
Tranquility Partners, LLC Brentwood, TN 2/3/2026
Tranquilli Financial Advisor LLC Clinton, NJ 1/27/2026
Trans-Canada Capital Inc. Montreal, A8 2/9/2026
Transamerica Financial Advisors, LLC Cedar Rapids, IA 2/13/2026
TRANSATLANTIQUE PRIVATE WEALTH LLC New York, NY 2/10/2026
Transce3nd, LLC Buda, TX 2/6/2026
TRANSCEND CAPITAL ADVISORS, LLC Madison, NJ 1/23/2026
Transcendent Capital Group LLC Edmond, OK 1/26/2026
Transform Wealth, LLC 4/15/2025
Transparent Wealth Partners LLC 4/13/2023
TRAPHAGEN INVESTMENT ADVISORS LLC Oradell, NJ 1/27/2026
Traub Capital Management LLC Needham, MA 1/29/2026
Traveka Wealth, LLC Los Altos, CA 1/8/2026
TRAVELERS COMPANIES, INC. New York, NY 2/10/2026
Traverso Chambers Private Wealth Management, LLC 1/9/2024
Traynor Capital Management, Inc. Malvern, PA 1/12/2026
TRB Advisors LP New York, NY 2/9/2026
Treasure Coast Financial Planning Vero Beach, FL 1/22/2026
Treasurer of the State of North Carolina Raleigh, NC 2/13/2026
TRED AVON FAMILY WEALTH, LLC Easton, MD 1/27/2026
Tredje AP-fonden Se 111 91 Stockholm, V7 2/6/2026
Tree Line Advisors (Hong Kong) Ltd. Central, K3 2/13/2026
TREES INVESTMENT COUNSEL LLC 10/16/2015
Trek Financial, LLC Scottsdale, AZ 2/4/2026
Trellis Advisors, LLC 1/16/2024
Trellis Wealth Advisors LLC San Luis Obispo, CA 1/26/2026
Trellus Management Company, LLC 10/24/2023
TREMBLANT CAPITAL GROUP West Palm Beach, FL 2/17/2026
TRENT CAPITAL MANAGEMENT INC /NC/ 8/1/2017
Trevian Wealth Management LLC Weston, MA 2/5/2026
TREVOR STEWART BURTON & JACOBSEN INC 2/12/2016
Trexquant Investment LP Stamford, CT 2/17/2026
Treybourne Wealth Planners, Inc. 7/29/2021
Treynor Bancshares, Inc. 2/12/2025
TRG Investments, LLC 2/11/2022
TRH Financial, LLC 7/26/2022
Tri Locum Partners LP New York, NY 2/17/2026
Tri Ri Asset Management Corp 11/26/2024
Tri-Star Advisors Inc. 11/6/2023
TRIAD FINANCIAL ADVISORS, INC. 11/2/2023
Triad Investment Management Newport Beach, CA 1/16/2026
Triad Wealth Partners, LLC Lawrence, KS 1/22/2026
TriaGen Wealth Management LLC Calabasas, CA 1/27/2026
TRIAN FUND MANAGEMENT, L.P. New York, NY 2/17/2026
TRIANGLE PEAK PARTNERS, LP 11/6/2015
Triangle Securities Wealth Management Raleigh, NC 1/13/2026
Triarii Capital Management LP 11/14/2018
Triasima Portfolio Management inc. Montreal, A8 2/2/2026
Triata Capital Ltd Hong Kong, K3 2/17/2026
Triatomic Management LP 11/13/2024
Triavera Capital LLC Larkspur, CA 2/17/2026
Tribridge Partners Financial LLC Columbia, MD 1/26/2026
Tribune Investment Group LP New York, NY 2/12/2026
Tributary Capital Management, LLC Omaha, NE 1/27/2026
Trident Investment Management, LLC 11/14/2014
Trifecta Capital Advisors, LLC Northbrook, IL 1/30/2026
TRIGLAV INVESTMENTS, D.O.O. Ljubljana, 2A 2/10/2026
Trigran Investments, Inc. Northbrook, IL 2/13/2026
Trikon Asset Management Ltd 11/14/2023
Trilantic Capital Management L.P. 3/16/2023
TRILLIUM ASSET MANAGEMENT, LLC Boston, MA 2/13/2026
Trilogy Capital Inc. Irvine, CA 1/22/2026
TRILOGY GLOBAL ADVISORS LP 2/8/2019
Trimaran Fund Management, L.L.C. 2/12/2021
Trinity Financial Advisors LLC Columbus, OH 4/7/2026
Trinity Legacy Partners, LLC Houston, TX 1/26/2026
Trinity Street Asset Management LLP London, X0 1/22/2026
Trinity Wealth Management, LLC Berwyn, PA 1/15/2026
TrinityBridge Ltd London, X0 2/10/2026
TrinityPoint Wealth, LLC 2/14/2025
TriOaks Capital Management L.P. 11/14/2014
Triodos Investment Management BV Driebergen Rijsenburg, P7 2/10/2026
Triple Frond Partners LLC San Francisco, CA 2/13/2026
Tripletail Wealth Management, LLC Orlando, FL 2/12/2026
Trishield Capital Management LLC 11/14/2017
Triton Financial Group Inc Oklahoma City, OK 2/3/2026
Triton Wealth Management, PLLC Sun City, AZ 2/5/2026
TritonPoint Partners, LLC Chevy Chase, MD 2/13/2026
TRITONPOINT WEALTH, LLC Chevy Chase, MD 1/20/2026
Trium Capital LLP London, X0 1/22/2026
Triumph Capital Management Denver, CO 2/12/2026
Triune Financial Partners, LLC Overland Park, KS 2/2/2026
Trivant Custom Portfolio Group, LLC San Diego, CA 1/21/2026
Triveni Capital Investments LP Stamford, CT 2/17/2026
Trivest Advisors Ltd Hong Kong, K3 2/11/2026
Trivium Point Advisory, LLC Westport, CT 1/26/2026
Troluce Capital Advisors LLC Dorado, PR 2/17/2026
Troutman Wealth Management, LLC Malvern, PA 2/18/2026
Troy Asset Management Ltd London, X0 2/9/2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Portland, OR 2/24/2026
tru Independence LLC Portland, OR 1/22/2026
Truadvice, LLC 11/13/2023
True Bearing Asset Management LP 11/15/2016
True Blue (BVI) Ltd Road Town, D8 2/17/2026
TRUE BLUE FINANCIAL, LLC Stevensville, MI 2/5/2026
True Capital Management 5/2/2023
True Light Capital Pte. Ltd. Singapore, U0 2/6/2026
True Link Financial Advisors, LLC San Francisco, CA 1/29/2026
True North Advisors, LLC Dallas, TX 1/22/2026
TRUE Private Wealth Advisors Salem, OR 2/13/2026
TRUE SIGNAL LP 1/26/2023
True Venture Partners IV, L.L.C. 10/18/2022
True Vision MN LLC Woodbury, MN 1/14/2026
True Wealth Design, LLC Akron, OH 1/8/2026
True Wind Capital Management, L.P. San Francisco, CA 1/23/2026
Trueblood Wealth Management, LLC Lima, OH 1/21/2026
TRUEFG, LLC Cedar Park, TX 1/21/2026
Truehand, Inc 2/9/2022
TrueMark Investments, LLC Chicago, IL 1/14/2026
Truepoint, Inc. Cincinnati, OH 2/11/2026
TrueWealth Advisors, LLC Birmingham, AL 4/9/2026
TrueWealth Financial Partners Bellevue, WA 2/5/2026
TRUEWEALTH LLC 7/15/2020
Truffle Hound Capital, LLC Bethesda, MD 2/13/2026
TRUIST FINANCIAL CORP Charlotte, NC 2/2/2026
TruNorth Capital Management, LLC Kalamazoo, MI 2/11/2026
truNorth Financial Services, Inc. Chambersburg, PA 2/17/2026
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 2/10/2016
Trust Asset Management LLC Houston, TX 1/13/2026
Trust Co Manhattan, KS 1/15/2026
Trust Co of Kansas Wichita, KS 2/11/2026
TRUST CO OF OKLAHOMA Tulsa, OK 1/14/2026
Trust Co of Tennessee Knoxville, TN 1/30/2026
Trust CO of the Ozarks 11/4/2015
Trust Co of the South Greensboro, NC 4/6/2026
TRUST CO OF TOLEDO NA /OH/ Holland, OH 1/20/2026
TRUST CO OF VERMONT Brattleboro, VT 1/16/2026
TRUST DEPARTMENT MB FINANCIAL BANK N A 4/5/2019
Trust Investment Advisors Indianapolis, IN 1/20/2026
Trust Point Inc. La Crosse, WI 1/13/2026
TrustBank Olney, IL 2/9/2026
TRUSTCO BANK CORP N Y Albany, NY 2/13/2026
TRUSTCORE FINANCIAL SERVICES, LLC 2/13/2023
Trustees of Columbia University in the City of New York New York, NY 2/13/2026
Trustees of Dartmouth College Hanover, NH 1/14/2026
TRUSTEES OF GENERAL ELECTRIC PENSION TRUST 10/27/2023
Trustees of Princeton University 2/1/2024
Trustees of the Smith College 11/12/2024
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA Philadelphia, PA 2/6/2026
TRUSTMARK BANK TRUST DEPARTMENT Jackson, MS 2/17/2026
Trutina Financial LLC 1/31/2017
Truvestments Capital LLC Sarasota, FL 2/13/2026
Truvvo Partners LLC 11/15/2022
TruWealth Advisors, LLC Metairie, LA 4/9/2026
Truxt Investmentos Ltda. Rio De Janeiro, D5 2/5/2026
TRV GP II, LLC 11/3/2022
TRV GP III, LLC 2/14/2024
TRV GP IV, LLC Boston, MA 2/13/2026
TRV GP V, LLC Boston, MA 2/13/2026
TRV GP VI, LLC Boston, MA 2/13/2026
TRV GP, LLC 11/5/2021
Trybe Capital Management LP Greenwich, CT 2/17/2026
TSA Wealth Managment LLC Houston, TX 1/22/2026
Tsai Capital Corp New York, NY 2/4/2026
TSFG, LLC Lake Forest, IL 2/4/2026
TSG Advice Partners, LLC Columbus, OH 2/17/2026
TSG Consumer Partners LP Larkspur, CA 2/10/2026
TSG6 Management L.L.C. 11/13/2018
TSP Capital Management Group, LLC Summit, NJ 1/21/2026
TT Capital Management LLC Gilbert, AZ 2/11/2026
TT INTERNATIONAL 11/13/2020
TT International Asset Management LTD London, X0 1/23/2026
TTP Investments, Inc. San Jose, CA 1/28/2026
TUCKER ASSET MANAGEMENT LLC Littleton, CO 2/5/2026
Tudor Financial Inc. Dayton, OH 2/13/2026
TUDOR INVESTMENT CORP ET AL Stamford, CT 2/17/2026
Tufton Capital Management Hunt Valley, MD 1/28/2026
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC 10/4/2017
Tull Financial Group, Inc. Chesapeake, VA 2/12/2026
Tulsa Wealth Advisors, INC Tulsa, OK 3/3/2026
Tumwater Wealth Management, LLC Boise, ID 1/29/2026
Turas Capital Management LP Boston, MA 2/17/2026
Turim 21 Investimentos Ltda. Rio De Janeiro, D5 2/17/2026
Turiya Advisors Asia Ltd Hong Kong, K3 2/12/2026
Turn8 Private Wealth Inc. Pointe Claire, A8 2/10/2026
Turner Capital Investments, LLC Austin, TX 4/9/2026
TURNER INVESTMENTS LLC 11/15/2018
Turning Point Benefit Group, Inc. Frederick, MD 1/30/2026
Turtle Creek Asset Management Inc. Toronto, A6 2/13/2026
Turtle Creek Wealth Advisors, LLC Dallas, TX 1/28/2026
Tuscan Ridge Asset Management LLC 2/14/2020
Tuttle Capital Management, LLC Riverside, CT 1/8/2026
TVL Management Corp Menlo Park, CA 2/17/2026
TVR Capital Management LP 8/14/2019
Tweedy, Browne Co LLC Stamford, CT 2/3/2026
Twele Capital Management, Inc. Minnetonka, MN 4/7/2026
Twelve Points Wealth Management LLC Concord, MA 1/23/2026
Twenty Acre Capital LP 11/4/2025
TWIN CAPITAL MANAGEMENT INC Mcmurray, PA 2/6/2026