Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Astra Wealth Partners LLC Jersey City, NJ 5/6/2026
Astrantus Investment Management srl 4/5/2023
Astrantus Ltd 5/11/2022
ASTURIAS CAPITAL LLC 2/14/2020
Asymmetry Capital Management, L.P. 1/19/2022
AT Bancorp 5/13/2019
Atairos Group, Inc. Bryn Mawr, PA 5/15/2026
Atairos Partners GP, Inc. Bryn Mawr, PA 5/15/2026
Atala Financial Inc Calabasas, CA 4/10/2026
Atalan Capital Partners, LP New York, NY 5/15/2026
ATALANTA SOSNOFF CAPITAL, LLC New York, NY 5/15/2026
Atalaya Capital Management LP 8/13/2024
Ategra Capital Management, LLC Vienna, VA 5/15/2026
ATERNALIS CAPITAL LLC 1/17/2017
Athanor Capital, LP 3/30/2023
Athena Global Investors LLC 5/16/2017
Athena Investment Management Orinda, CA 5/11/2026
Athena Wealth Management, LLC Reno, NV 4/17/2026
ATHERTON LANE ADVISERS, LLC 2/16/2016
Athos Capital Ltd Hong Kong, K3 5/12/2026
Athyrium Capital Management, LP 11/12/2024
Atika Capital Management LLC New York, NY 5/14/2026
Ativo Capital Management LLC Chicago, IL 5/1/2026
ATLANTA CAPITAL MANAGEMENT CO L L C 11/14/2022
Atlanta Consulting Group Advisors, LLC Atlanta, GA 5/15/2026
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 5/19/2021
Atlantic Edge Private Wealth Management, LLC Jacksonville, FL 4/22/2026
ATLANTIC FAMILY WEALTH, LLC Coral Gables, FL 5/8/2026
ATLANTIC INVESTMENT Co 11/13/2015
ATLANTIC INVESTMENT MANAGEMENT, INC. New York, NY 5/15/2026
Atlantic Private Wealth, LLC Chapel Hill, NC 5/8/2026
Atlantic Union Bankshares Corp Glen Allen, VA 5/12/2026
Atlas Brown,Inc. Louisville, KY 4/17/2026
ATLAS CAPITAL ADVISORS INC. Jackson, WY 5/11/2026
Atlas Financial Advisors, Inc. 4/17/2025
ATLas Financial Planning LLC Alpharetta, GA 4/27/2026
Atlas FRM LLC Greenwich, CT 5/14/2026
ATLAS Infrastructure Partners (UK) Ltd. London, X0 5/15/2026
Atlas Legacy Advisors, LLC Los Angeles, CA 5/11/2026
Atlas Merchant Capital LLC New York, NY 5/8/2026
Atlas Principals, LLC 11/14/2022
Atlas Private Wealth Advisors Red Bank, NJ 4/23/2026
Atlas Private Wealth Management, LLC 4/15/2024
Atlas Venture Advisors, Inc. Boston, MA 5/1/2026
Atlas Venture Associates IX, LLC 11/13/2023
Atlas Venture Associates XI, LLC 2/11/2021
Atlas Venture Life Science Advisors, LLC Cambridge, MA 5/14/2026
Atlas Wealth LLC Cincinnati, OH 5/13/2026
Atlas Wealth Partners, LLC Wyomissing, PA 4/29/2026
AtlasMark Financial, Inc Austin, TX 4/22/2026
Atlassian Corp 11/10/2022
Atlatl Advisers LLC Madison, WI 5/7/2026
Atle Fund Management AB Stockholm, V7 5/11/2026
ATMOS ADVISORY, LLC Pittsburgh, PA 7/2/2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Leblon Rio De Janeiro, D5 5/15/2026
Atom Investors LP Austin, TX 5/15/2026
ATOMVEST Ltd 11/12/2025
AtonRa Partners 2/5/2024
ATP Life Science Ventures, L.P. 1/21/2022
Atreides Management, LP Boston, MA 5/18/2026
Atria Investments, Inc Charlotte, NC 5/5/2026
Atria Wealth Solutions, Inc. 7/25/2025
Attessa Capital LLC Tucson, AZ 4/7/2026
Attestor Capital Ltd Grand Cayman, E9 4/24/2026
Attestor Ltd 11/4/2022
ATTICUS WEALTH MANAGEMENT, LLC Palm Beach Gardens, FL 4/28/2026
ATW SPAC MANAGEMENT LLC 11/12/2025
Atwater Malick LLC Lancaster, PA 4/22/2026
ATWOOD & PALMER INC Kansas City, MO 4/15/2026
ATX Financial Planning, LLC Austin, TX 4/30/2026
AUA CAPITAL MANAGEMENT, LLC Mechanicsburg, PA 4/22/2026
Aubrey Capital Management Ltd Edinburgh, X0 5/5/2026
AUCTUS ADVISORS LLC Charlotte, NC 4/23/2026
Audent Global Asset Management, LLC West Hollywood, CA 5/6/2026
Aufman Associates Inc Sewickley, PA 5/15/2026
August Capital Management V, L.L.C. 11/16/2020
August Capital Management VI, L.L.C. 11/14/2022
August Capital Management VII, L.L.C. 11/14/2024
August Group Capital Ltd Toronto, A6 5/14/2026
AUGUSTINE ASSET MANAGEMENT INC Jacksonville, FL 4/13/2026
Aull & Monroe Investment Management Corp Mobile, AL 4/21/2026
Auour Investments LLC Woburn, MA 4/20/2026
Aurdan Capital Management, LLC Wayne, PA 4/21/2026
Aurelius Capital Management, LP 11/13/2025
Aurelius Family Office LLC Bedford, NH 4/8/2026
Aureum Wealth Management, LLC North Palm Beach, FL 4/22/2026
Aureus Asset Management, LLC Boston, MA 5/13/2026
AURORA FINANCIAL ADVISORS, LLC 3/16/2018
Aurora Investment Counsel Atlanta, GA 5/6/2026
Aurora Investment Management L.L.C. 2/16/2016
Aurora Investment Managers, LLC. Naples, FL 4/20/2026
Aurora Private Wealth, Inc. Rockaway, NJ 4/16/2026
Ausbil Investment Management Ltd Sydney, C3 4/7/2026
Ausdal Financial Partners, Inc. Davenport, IA 5/12/2026
Austin Asset Management Co Inc Austin, TX 4/29/2026
Austin I LLC 11/14/2016
Austin Private Wealth, LLC Austin, TX 1/20/2026
Austin Wealth Management, LLC Austin, TX 4/14/2026
AustralianSuper Pty Ltd Melbourne, C3 5/7/2026
Authentikos Wealth Advisory, LLC Morgan Hill, CA 5/7/2026
Auto-Owners Insurance Co Lansing, MI 4/10/2026
Autonomy Capital (Jersey) L.P. 2/14/2024
Autumn Glory Partners, LLC Dallas, TX 5/4/2026
Autus Asset Management, LLC 1/24/2023
Auxano Advisors, LLC Bellevue, WA 5/1/2026
AUXIER ASSET MANAGEMENT LLC Aurora, OR 5/14/2026
AV PARTNERS VIII LP 10/30/2014
AVAII WEALTH MANAGEMENT, LLC Appleton, WI 4/21/2026
Avail Investment Partners, LLC Lemont, PA 5/13/2026
Avala Global LP New York, NY 5/15/2026
Avalon Advisory Group Wexford, PA 4/22/2026
AVALON CAPITAL MANAGEMENT Port Of Redwood City, CA 5/14/2026
Avalon Global Asset Management LLC San Francisco, CA 5/14/2026
Avalon Investment & Advisory 5/15/2023
Avalon Trust Co Santa Fe, NM 5/6/2026
Avalon Ventures Management, LLC 11/13/2025
Avanda Investment Management Pte. Ltd. Singapore, U0 5/5/2026
Avant Capital LLC Lafayette, LA 5/12/2026
Avant Financial Advisors LLC Austin, TX 4/23/2026
AVANTAX ADVISORY SERVICES, INC. 8/8/2025
Avantax Planning Partners, Inc. Dubuque, IA 5/4/2026
Avantra Family Wealth, Inc. Mechanicsburg, PA 4/22/2026
Avantyr Capital Partners, LP New York, NY 5/15/2026
Avanza Fonder AB Stockholm, V7 4/15/2026
AVENIR CORP Alexandria, VA 5/14/2026
Avenir Management Company, LLC 11/14/2023
Avenir Tech Ltd Hong Kong, K3 5/15/2026
Aventail Capital Group, LP New York, NY 5/15/2026
Aventura Private Wealth, LLC Aventura, FL 5/5/2026
Aventus Investment Advisors, Inc. Naples, FL 4/15/2026
Aveo Capital Partners, LLC Englewood, CO 1/8/2026
Avestar Capital, LLC New York, NY 5/13/2026
AVIANCE CAPITAL MANAGEMENT, LLC 5/15/2019
Aviance Capital Partners, LLC Naples, FL 5/6/2026
Avid Wealth Partners LLC San Antonio, TX 4/30/2026
Avidian Wealth Enterprises, LLC Houston, TX 5/7/2026
Avidity Partners Management LP Dallas, TX 5/27/2026
Avion Wealth The Woodlands, TX 5/1/2026
Avior Wealth Management, LLC Omaha, NE 4/9/2026
Avise Financial Cooperative, Inc. Los Angeles, CA 4/22/2026
Aviso Financial Inc. Toronto, A6 5/13/2026
AVISO WEALTH MANAGEMENT Bellevue, WA 5/8/2026
Avista Capital Holdings, L.P. 11/14/2024
Avitas Wealth Management LLC 1/27/2025
AVITY INVESTMENT MANAGEMENT INC. Greenwich, CT 4/8/2026
Aviva Holdings Ltd. 2/14/2025
AVIVA PLC London, X0 5/14/2026
Avondale Wealth Management West Lake Hills, TX 4/14/2026
Avoro Capital Advisors LLC New York, NY 5/15/2026
Avory & Company, LLC Miami, FL 4/29/2026
Avos Capital Management, LLC Seattle, WA 5/15/2026
Aware Asset Management, Inc. 2/2/2021
Aware Super Pty Ltd as trustee of Aware Super Sydney, C3 5/5/2026
AWH Capital, L.P. Dallas, TX 5/15/2026
AWM CAPITAL, LLC Phoenix, AZ 5/12/2026
AWM Investment Company, Inc. New York, NY 5/15/2026
AXA Investment Managers S.A. 11/14/2025
AXA S.A. Paris, I0 5/15/2026
AXAR CAPITAL MANAGEMENT L.P. 11/13/2023
Axecap Investments, LLC Mason, OH 4/20/2026
Axel Capital Management, LLC 2/1/2023
AXIAL CAPITAL MANAGEMENT, LLC 11/10/2014
Axim Planning & Wealth Springboro, OH 5/14/2026
Axiom Advisory, LLC 10/7/2024
Axiom Financial Strategies, LLC New Albany, IN 4/21/2026
Axiom Investment Management LLC New York, NY 5/26/2026
AXIOM INVESTORS LLC /DE Greenwich, CT 5/14/2026
AXIS CAPITAL HOLDINGS LTD Pembroke, D0 4/29/2026
Axis Wealth Partners, LLC East Providence, RI 4/24/2026
AXON CAPITAL LP New York, NY 5/14/2026
AXON ENTERPRISE, INC. Scottsdale, AZ 5/15/2026
Axos Invest Inc. Las Vegas, NV 5/12/2026
AXQ CAPITAL, LP Jersey City, NJ 5/13/2026
AXS Investments LLC Port Chester, NY 5/13/2026
AXXCESS WEALTH MANAGEMENT, LLC Carlsbad, CA 4/29/2026
AYAL Capital Advisors Ltd Toronto, A6 5/15/2026
Ayalon Insurance Comp Ltd. Ramat Gan, L3 4/13/2026
Ayer Capital Management, LP 8/14/2015
AYM CAPITAL, LLC 11/16/2015
Ayrshire Capital Management LLC Westport, CT 4/13/2026
Ayrton Capital LLC 11/13/2023
AyurMaya Capital Management Company, LP Portsmouth, NH 2/13/2026
Azarias Capital Management, L.P. Berwyn, PA 4/16/2026
AZENTUS CAPITAL MANAGEMENT Ltd 11/16/2015
Azimuth Capital Investment Management LLC Bloomfield Hills, MI 5/12/2026
Azimuth Capital Management LLC 5/13/2022
Aznar Financial Advisors, LLC Morris Plains, NJ 2/19/2026
Azora Capital LP Miami, FL 5/15/2026
AZZAD ASSET MANAGEMENT INC /ADV Falls Church, VA 4/30/2026
B & T Capital Management DBA Alpha Capital Management Austin, TX 5/13/2026
B Group, Inc. Dallas, TX 5/15/2026
B&D White Capital Company, LLC Lakeway, TX 5/13/2026
B&I Capital AG Zurich, V8 5/6/2026
B, B, H, & B INC. 5/10/2022
B. Metzler seel. Sohn & Co. AG Frankfurt, 2M 5/8/2026
B. Metzler seel. Sohn & Co. Holding AG 11/8/2024
B. Riley Securities, Inc. 2/7/2023
B. Riley Wealth Advisors, Inc. Memphis, TN 4/24/2026
B. Riley Wealth Management, Inc. 9/9/2022
B.O.S.S. Retirement Advisors, LLC Lehi, UT 4/28/2026