Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
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
Twin Cities Retirement Group LLC Plymouth, MN 2/9/2026
TWIN CITY PRIVATE WEALTH, LLC Winston Salem, NC 2/13/2026
TWIN FOCUS CAPITAL PARTNERS, LLC Boston, MA 2/17/2026
Twin Lakes Capital Management, LLC Redwood Shores, CA 2/4/2026
Twin Lions Management LLC Stamford, CT 2/17/2026
TWIN PEAKS WEALTH ADVISORS, LLC Burlingame, CA 2/10/2026
Twin Securities, Inc. New York, NY 2/17/2026
Twin Tree Management, LP Dallas, TX 2/11/2026
TWINBEECH CAPITAL LP Purchase, NY 2/17/2026
Two Creeks Capital Management, LP New York, NY 2/17/2026
Two Point Capital Management, Inc. Pittsford, NY 1/16/2026
Two Seas Capital LP Rye, NY 2/11/2026
TWO SIGMA ADVISERS, LP New York, NY 2/17/2026
TWO SIGMA INVESTMENTS, LP New York, NY 2/17/2026
TWO SIGMA SECURITIES, LLC New York, NY 2/17/2026
Two Sigma Ventures, LP 11/14/2022
Two West Capital Advisors LLC Overland Park, KS 1/13/2026
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 11/6/2025
Tyche Wealth Partners LLC Plano, TX 1/23/2026
Tyers Asset Management LLC 11/14/2019
Tygh Capital Management, Inc. 2/10/2022
Tyler-Stone Wealth Management 8/18/2025
TYNDALL CAPITAL PARTNERS L P New York, NY 2/17/2026
Tyrian Investments, L.P. 2/14/2017
Tyro Capital Management LLC Miami, FL 2/13/2026
Tyrus Capital S.A.M. 11/14/2023
Tyvor Capital LLC 10/1/2019
U S GLOBAL INVESTORS INC San Antonio, TX 1/28/2026
U S WEALTH GROUP, LLC. Woodbury, NY 3/17/2026
U.S. Capital Wealth Advisors, LLC Austin, TX 4/7/2026
Uber Technologies, Inc San Francisco, CA 2/13/2026
UBP Investment Advisors SA 10/4/2022
UBS AG 11/12/2014
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Chicago, IL 2/13/2026
UBS Group AG Zurich, V8 1/29/2026
UCLA Foundation Los Angeles, CA 2/2/2026
UDINE WEALTH MANAGEMENT, INC. Boca Raton, FL 1/16/2026
UG Investment Advisers Ltd. Singapore, U0 1/28/2026
UHLMANN PRICE SECURITIES, LLC Skokie, IL 1/12/2026
Ulland Investment Advisors, LLC Minneapolis, MN 1/8/2026
Ullmann Wealth Partners Group, LLC Jacksonville Beach, FL 2/12/2026
Ulrich Consultants & Investment Group, LLC 8/7/2023
Ulys, L.L.C. 5/14/2021
Ulysses Management LLC New York, NY 2/17/2026
UMB Bank, n.a. Kansas City, MO 2/13/2026
UNC Management Company, Inc. Chapel Hill, NC 2/17/2026
Uncommon Cents Investing LLC Janesville, WI 1/15/2026
Unconventional Investor, LLC Portsmouth, NH 2/5/2026
UNDERHILL INVESTMENT MANAGEMENT LLC 4/5/2019
Unicom Capital LLC Denver, CO 2/13/2026
UNICOM Systems, Inc. Las Vegas, NV 1/14/2026
Unified Investment Management Atlanta, GA 2/9/2026
Unified Trust Company, N.A. 11/23/2021
Unify Financial Advisors Clearwater, FL 4/8/2026
Unigestion Holding SA 4/10/2025
UNIO CAPITAL LLC Princeton, NJ 2/17/2026
Union Bancaire Privee Asset Management LLC 4/13/2021
Union Bancaire Privee, UBP SA Geneva 1, V8 1/5/2026
Union Heritage Capital, LLC Detroit, MI 2/13/2026
Union Investments & Development Ltd. 11/12/2024
Union Point Advisors, LLC 7/29/2015
UNION SAVINGS BANK Litchfield, CT 3/6/2026
Union Square GP 2004, L.L.C. 11/3/2016
Union Square GP 2008, L.L.C. 11/7/2019
Union Square Opportunity GP, L.L.C. 11/3/2016
Union Square Park Capital Management, LLC New York, NY 2/17/2026
UNIONVIEW, LLC 2/3/2025
Uniplan Investment Counsel, Inc. Milwaukee, WI 2/17/2026
Uniplan Real Estate Advisors, Inc. 11/13/2018
Unique Wealth Strategies, LLC 7/24/2024
UNIQUE WEALTH, LLC Tampa, FL 1/6/2026
Unison Advisors LLC Providence, RI 1/21/2026
Unison Asset Management LLC Aventura, FL 2/9/2026
Unisphere Establishment Vaduz, N2 2/17/2026
UniSuper Management Pty Ltd Melbourne, Victoria, C3 2/12/2026
United Advisor Group, LLC Cincinnati, OH 1/26/2026
United Airlines Holdings, Inc. Chicago, IL 2/17/2026
United American Securities Inc. (d/b/a UAS Asset Management) New York, NY 2/17/2026
United Asset Strategies, Inc. Garden City, NY 1/28/2026
UNITED BANK Vienna, VA 2/13/2026
United Bank Zebulon, GA 2/5/2026
UNITED BANK, INC. 10/26/2017
UNITED CAPITAL FINANCIAL ADVISORS, LLC Irving, TX 2/17/2026
United Capital Management of KS, Inc. Salina, KS 2/17/2026
United Community Bank Greenville, SC 1/30/2026
United Financial Planning Group LLC Hauppauge, NY 2/11/2026
UNITED FIRE GROUP INC 2/13/2024
United Income, Inc. 11/14/2019
UNITED MARITIME CAPITAL LLC 11/10/2022
UNITED SERVICES AUTOMOBILE ASSOCIATION San Antonio, TX 2/4/2026
UNITED STATES STEEL & CARNEGIE PENSION FUND 11/9/2017
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Melbourne, C3 2/10/2026
United Wealth Management, LLC Charlottesville, VA 2/11/2026
Uniting Wealth Partners, LLC Denver, CO 2/13/2026
Universal- Beteiligungs- und Servicegesellschaft mbH Frankfurt Am Main, 2M 1/28/2026
University of Cambridge Investment Management Ltd Cambridge, X0 2/9/2026
UNIVERSITY OF CHICAGO Chicago, IL 2/6/2026
University of Illinois Foundation Champaign, IL 2/13/2026
University of Maryland Foundation, Inc. Adelphi, MD 1/29/2026
University of Massachusetts Foundation, Inc. Newton, MA 2/3/2026
UNIVERSITY OF NOTRE DAME DU LAC 11/13/2024
University of Pittsburgh - Of the Commonwealth System of Higher Education Pittsburgh, PA 2/9/2026
University of Southern California 10/20/2014
University of Tennessee 2/11/2020
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO Austin, TX 2/17/2026
University of Wisconsin Foundation Madison, WI 2/13/2026
UNIVEST FINANCIAL Corp Souderton, PA 2/4/2026
Unterberg Capital LLC 10/24/2018
UNTITLED INVESTMENTS LP New York, NY 2/17/2026
Up Capital Management, Inc. Roseville, CA 3/23/2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Pittsburgh, PA 2/10/2026
Upfront Ventures Management, LLC 2/15/2024
Upper Left Wealth Management, LLC Tampa, FL 1/22/2026
UPTICK PARTNERS, LLC Nacogdoches, TX 2/2/2026
Uptown Financial Advisors LLC Dallas, TX 1/23/2026
Urban Financial Advisory Corp Chicago, IL 2/4/2026
Urban Wealth Management, LLC El Segundo, CA 1/30/2026
URS Advisory LLC Jupiter, FL 2/17/2026
Ursa Fund Management, LLC Danville, CA 2/17/2026
US Asset Management LLC Pittsburgh, PA 1/27/2026
US BANCORP \DE\ Minneapolis, MN 1/30/2026
US FINANCIAL ADVISORS, LLC 5/8/2025
US GLOBAL INVESTORS FUNDS San Antonio, TX 2/18/2014
USA FINANCIAL FORMULAS Ada, MI 1/14/2026
USA MUTUALS ADVISORS, INC. 1/19/2021
USAdvisors Wealth Management, LLC Eden Prairie, MN 2/5/2026
USCA RIA LLC 7/28/2021
USCF Advisers LLC Walnut Creek, CA 2/11/2026
USS Investment Management Ltd London, X0 2/13/2026
Utah Peaks Capital Inc 8/14/2023
Utah Retirement Systems Salt Lake City, UT 2/17/2026
V Wealth Advisors LLC 11/15/2023
V-Square Quantitative Management LLC Chicago, IL 1/22/2026
V. M. MANNING & CO., INC. Greenville, SC 2/9/2026
V2 Capital, LLC 5/5/2015
V2 Financial group LLC Naperville, IL 1/21/2026
V3 Capital Management, L.P. 11/14/2025
V3 Holding Ltd Grand Cayman, E9 2/11/2026
Vahanian & Associates Financial Planning Inc. 1/25/2024
Valence8 US LP Cambridge, MA 2/9/2026
Valentine Capital Asset Management, Inc. 2/17/2016
VALENTINE VENTURES LLC 10/24/2019
Valeo Financial Advisors, LLC Carmel, IN 2/4/2026
Valiant Capital Management, L.P. San Francisco, CA 2/17/2026
VALICENTI ADVISORY SERVICES INC Elmira, NY 1/16/2026
VALINOR MANAGEMENT, L.P. Boca Raton, FL 2/17/2026
Valley Brook Capital Group, Inc. Venetia, PA 1/23/2026
Valley Financial Group, Inc. Ambler, PA 2/18/2026
VALLEY FINANCIAL MANAGEMENT, INC. 8/14/2023
VALLEY FORGE ASSET MANAGEMENT, LLC 2/9/2016
Valley Forge Capital Management, LP Miami, FL 2/17/2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV Audubon, PA 2/12/2026
VALLEY NATIONAL ADVISERS INC Bethlehem, PA 1/23/2026
VALLEY NATIONAL BANCORP 2/9/2015
VALLEY WEALTH MANAGERS, INC. Paramus, NJ 2/4/2026
Valliance Asset Management Ltd Central, K3 2/13/2026
Valmark Advisers, Inc. Akron, OH 1/26/2026
Valor Management LLC Chicago, IL 2/13/2026
Valpey Financial Services, LLC Concord, NH 3/4/2026
Valtinson Bruner Financial Planning LLC New Brighton, MN 2/9/2026
Valtrion Capital Management, LLC Franklin, TN 2/11/2026
Valtura Capital Partners LLC 8/14/2017
Value Aligned Research Advisors, LLC Princeton, NJ 2/17/2026
Value Base Ltd. Tel Aviv, L3 2/9/2026
VALUE HOLDINGS LP 11/10/2016
VALUE HOLDINGS MANAGEMENT CO. LLC Hampton Bays, NY 1/13/2026
Value Investment Professionals, LLC New York, NY 2/11/2026
Value Monitoring, Inc. 11/7/2022
Value Partners Investments Inc. Winnipeg, A2 1/8/2026
VALUE PARTNERS LTD /ADV 8/12/2016
Value Star Asset Management (Hong Kong) Ltd 10/31/2025
ValueAct Holdings, L.P. San Francisco, CA 2/17/2026
Valued Retirements, Inc. Houston, TX 2/9/2026
Valued Wealth Advisors LLC Holladay, UT 1/30/2026
Valueinvest Asset Management S.A. 5/9/2018
Values Added Financial LLC Washington, DC 1/16/2026
Values First Advisors, Inc. Johnson City, TN 1/30/2026
VALUEWORKS LLC New York, NY 2/13/2026
Van Berkom & Associates Inc. Montreal, A8 2/2/2026
Van Cleef Asset Management,Inc Beachwood, OH 2/9/2026
VAN DEN BERG MANAGEMENT I, INC Austin, TX 2/17/2026
Van Diest Capital, LLC Poly City, IA 2/19/2026
VAN ECK ASSOCIATES CORP New York, NY 2/13/2026
Van Hulzen Asset Management, LLC El Dorado Hills, CA 2/6/2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Amsterdam, P7 2/13/2026
Van Leeuwen & Company, LLC 5/10/2024
VAN STRUM & TOWNE INC. San Francisco, CA 2/3/2026
VANCE WEALTH, LLC Santa Clarita, CA 2/17/2026
Vancity Investment Management Ltd Vancouver, A1 2/19/2026
Vanderbilt University Nashville, TN 1/21/2026
VanderPol Investments L.L.C. Caledonia, MI 2/4/2026
Vanguard Capital Wealth Advisors Denver, CO 1/16/2026
VANGUARD GROUP INC Valley Forge, PA 1/29/2026
Vanguard Personalized Indexing Management, LLC Oakland, CA 2/13/2026
Vannoy Advisory Group, Inc. Austin, TX 1/15/2026
Vantage Consulting Group Inc Virginia Beach, VA 2/11/2026