Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Titus Wealth Management 11/9/2022
TIVERTON ASSET MANAGEMENT LLC 11/13/2019
TKG Advisors, LLC Valparaiso, IN 7/27/2026
TL Private Wealth Southlake, TX 7/8/2026
TLP GROUP LLC 10/16/2019
TLS Advisors LLC Miami, FL 8/14/2026
TLT Family Holdco ULC Toronto, A6 8/13/2026
TLW Wealth Management, LLC Indian Rocks Beach, FL 7/28/2026
TLWM San Antonio, TX 7/7/2026
TMB Capital Partners, LLC Little Rock, AR 7/24/2026
TMD & ASSOCIATES, INC 8/9/2019
TMD Wealth Management, LLC 8/8/2024
TME FINANCIAL, INC. Huntington Beach, CA 7/23/2026
TMFS HOLDINGS LLC 10/20/2016
TMT General Partner Ltd Hong Kong, K3 7/27/2026
TNF LLC 10/25/2024
TOBAM Paris, I0 7/31/2026
TOBIAS FINANCIAL ADVISORS, INC. Plantation, FL 8/12/2026
TOCQUEVILLE ASSET MANAGEMENT L.P. New York, NY 8/10/2026
TODD ASSET MANAGEMENT LLC Louisville, KY 8/4/2026
TOEWS CORP /ADV Northfield, NJ 8/10/2026
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 2/14/2022
TOKIO MARINE ASSET MANAGEMENT CO LTD Tokyo, M0 7/30/2026
Tolleson Wealth Management, Inc. Dallas, TX 8/13/2026
TOMPKINS FINANCIAL CORP Ithaca, NY 7/15/2026
Tompkins Trust Co 7/14/2022
TOMS Capital Investment Management LP New York, NY 8/14/2026
Top Ace Asset Management Ltd 11/2/2023
TOP Private Wealth LLC. Glastonbury, CT 8/13/2026
Topel & Distasi Wealth Management, LLC Berkeley, CA 8/7/2026
Topline Capital Management, LLC Santa Monica, CA 8/14/2026
Topor & Co. Korea Seoul, M5 7/8/2026
Topsail Wealth Management, LLC Charlotte, NC 8/13/2026
TopTier Wealth Management, LLC Muskego, WI 7/14/2026
Torch Wealth Management LLC 2/25/2020
TORNO CAPITAL, LLC Cohasset, MA 8/14/2026
Toronado Partners, LLC San Francisco, CA 8/13/2026
TORONTO DOMINION BANK Toronto, Ontario, A6 8/14/2026
TORQ CAPITAL MANAGEMENT (HK) Ltd 1/31/2024
TORQUE ASSET MANAGEMENT LLC Omaha, NE 8/14/2026
TORRAY INVESTMENT PARTNERS LLC Bethesda, MD 7/30/2026
Torren Management, LLC San Diego, CA 7/10/2026
Torrey Growth & Income Advisors Del Mar, CA 7/27/2026
Torrey-Payne Wealth Management, LLC Pasadena, CA 7/23/2026
TORTOISE CAPITAL ADVISORS, L.L.C. Overland Park, KS 8/14/2026
Tortoise Index Solutions, LLC 5/10/2024
Tortoise Investment Management, LLC White Plains, NY 8/7/2026
Tortuga Wealth Management, Inc Torrance, CA 7/30/2026
Toscafund Asset Management LLP 11/13/2023
Total Clarity Wealth Management, Inc. St. Charles, IL 7/23/2026
TOTAL INVESTMENT MANAGEMENT INC Scottsdale, AZ 8/3/2026
Total Wealth Planning & Management, Inc. Ponte Vedra Beach, FL 7/28/2026
Total Wealth Planning, LLC Cincinnati, OH 2/13/2026
Totem Point Management, LLC New York, NY 8/14/2026
TOTH FINANCIAL ADVISORY CORP Leesburg, VA 7/14/2026
Touchstone Capital, Inc. Pittsburgh, PA 1/21/2026
TOUNJIAN ADVISORY PARTNERS, LLC Fort Myers, FL 8/7/2026
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 7/10/2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA Warsaw, R9 8/7/2026
TOWER BRIDGE ADVISORS West Conshohocken, PA 8/12/2026
Tower House Partners LLP 2/14/2023
Tower Research Capital LLC (TRC) New York, NY 8/11/2026
TOWER TRUST & INVESTMENT Co Davenport, IA 7/9/2026
TOWER TRUST Co Fort Wayne, IN 5/8/2014
Tower View Wealth Management LLC Shorewood, WI 7/24/2026
Tower Wealth Partners, Inc. Lewisburg, PA 8/12/2026
Towercrest Capital Management Newtown, PA 8/3/2026
Towerpoint Wealth, LLC Sacramento, CA 7/9/2026
TOWERVIEW LLC New York, NY 8/4/2026
TOWLE & CO Denver, CO 8/11/2026
Town & Country Bank & Trust CO dba First Bankers Trust CO Louisville, KY 7/9/2026
Town Capital LLC Bel Air, MD 7/27/2026
TOWN LANE MANAGEMENT LP New York, NY 8/14/2026
Towne Trust Company, N.A Newport News, VA 7/30/2026
Towneley Capital Management, Inc / DE Laguna Hills, CA 7/30/2026
Townsend & Associates, Inc Westminster, CO 7/22/2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV Raleigh, NC 7/24/2026
Townsend Financial Planning, LLC Mt Sterling, KY 8/6/2026
TOWNSQUARE CAPITAL LLC Lehi, UT 8/14/2026
TOYOTA MOTOR CORP/ Japan, M0 8/4/2026
TPB WEALTH ADVISORS 5/23/2023
TPG Advisors LLC Northfield, IL 7/29/2026
TPG Financial Advisors, LLC Portland, OR 8/10/2026
TPG GP A, LLC Fort Worth, TX 8/14/2026
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 7/28/2026
Traction Financial Partners, LLC Littleton, CO 8/13/2026
TradeLink Capital LLC Chicago, IL 8/5/2026
TradeLink Global Equity LLC 2/27/2015
Trademark Financial Management, LLC Bloomington, MN 7/27/2026
TradeWell Securities, LLC. Fort Wayne, IN 7/28/2026
Tradewinds Capital Management, LLC Bellingham, WA 7/23/2026
Tradewinds Global Investors, LLC 11/14/2016
Tradewinds, LLC. Raleigh, NC 8/14/2026
Tradeworx Inc. 10/1/2014
TRADITION ASSET MANAGEMENT LLC 8/6/2020
TRADITION CAPITAL MANAGEMENT LLC 5/7/2019
Tradition Wealth Management, LLC Edina, MN 8/11/2026
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 8/13/2026
Trailhead Pacific, LLC 7/17/2018
Trailhead Planners LLC Edina, MN 8/6/2026
Trails Edge Capital Partners, LP Atlanta, GA 8/14/2026
TRAIN BABCOCK ADVISORS LLC 1/10/2018
Trajan Wealth LLC Scottsdale, AZ 8/13/2026
TRAN CAPITAL MANAGEMENT, L.P. San Rafael, CA 7/15/2026
Tranquility Partners, LLC Brentwood, TN 7/23/2026
Tranquilli Financial Advisor LLC Clinton, NJ 8/7/2026
Trans-Canada Capital Inc. Montreal, A8 8/13/2026
Transamerica Financial Advisors, LLC Cedar Rapids, IA 8/14/2026
TRANSATLANTIQUE PRIVATE WEALTH LLC New York, NY 2/10/2026
Transce3nd, LLC Buda, TX 7/24/2026
TRANSCEND CAPITAL ADVISORS, LLC Madison, NJ 8/4/2026
Transcendent Capital Group LLC Edmond, OK 8/5/2026
Transform Wealth, LLC 4/15/2025
Transmarket Holdings LP Chicago, IL 7/21/2026
Transparent Wealth Partners LLC 4/13/2023
TRAPHAGEN INVESTMENT ADVISORS LLC Oradell, NJ 7/16/2026
Trask Adam Roland Grand Rapids, MI 5/15/2026
Traub Capital Management LLC Needham, MA 7/23/2026
Traveka Wealth, LLC Los Altos, CA 7/21/2026
TRAVELERS COMPANIES, INC. New York, NY 8/7/2026
Traverso Chambers Private Wealth Management, LLC 1/9/2024
Traynor Capital Management, Inc. Malvern, PA 7/22/2026
TRB Advisors LP New York, NY 8/13/2026
TRB Wealth Management, LLC Houston, TX 8/11/2026
Treasure Coast Financial Planning Vero Beach, FL 7/29/2026
Treasurer of the State of North Carolina Raleigh, NC 8/14/2026
TRED AVON FAMILY WEALTH, LLC Easton, MD 8/10/2026
Tredje AP-fonden Se 111 91 Stockholm, V7 8/10/2026
Tree Line Advisors (Hong Kong) Ltd. Central, K3 8/12/2026
TREES INVESTMENT COUNSEL LLC 10/16/2015
Trek Financial, LLC Scottsdale, AZ 8/13/2026
Trellis Advisors, LLC 1/16/2024
Trellis Wealth Advisors LLC San Luis Obispo, CA 7/15/2026
Trellus Management Company, LLC 10/24/2023
TREMBLANT CAPITAL GROUP West Palm Beach, FL 8/14/2026
TRENT CAPITAL MANAGEMENT INC /NC/ 8/1/2017
Trevian Wealth Management LLC Weston, MA 7/24/2026
TREVOR STEWART BURTON & JACOBSEN INC 2/12/2016
Trexquant Investment LP Stamford, CT 8/14/2026
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 8/14/2026
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 7/21/2026
Triad Wealth Partners, LLC Lawrence, KS 8/10/2026
TriaGen Wealth Management LLC Calabasas, CA 7/21/2026
TRIAN FUND MANAGEMENT, L.P. New York, NY 8/12/2026
TRIANGLE PEAK PARTNERS, LP 11/6/2015
Triangle Securities Wealth Management Raleigh, NC 7/14/2026
Triarii Capital Management LP 11/14/2018
Triasima Portfolio Management inc. Montreal, A8 7/20/2026
Triata Capital Ltd Hong Kong, K3 8/13/2026
Triatomic Management LP 11/13/2024
Triavera Capital LLC Larkspur, CA 8/13/2026
Tribridge Partners Financial LLC Columbia, MD 8/4/2026
Tribune Investment Group LP New York, NY 8/13/2026
Tributary Capital Management, LLC Omaha, NE 7/23/2026
TriCert Investment Counsel Inc. Waterloo, A6 8/10/2026
Trident Investment Management, LLC 11/14/2014
Trifecta Capital Advisors, LLC Northbrook, IL 8/3/2026
TRIGLAV INVESTMENTS, D.O.O. Ljubljana, 2A 8/11/2026
Trigran Investments, Inc. Northbrook, IL 8/12/2026
Trikon Asset Management Ltd 11/14/2023
Trilantic Capital Management L.P. 3/16/2023
TRILLIUM ASSET MANAGEMENT, LLC Boston, MA 8/10/2026
Trilogy Capital Inc. Irvine, CA 7/2/2026
TRILOGY GLOBAL ADVISORS LP 2/8/2019
Trimaran Fund Management, L.L.C. 2/12/2021
Trinity Financial Advisors LLC Columbus, OH 7/6/2026
Trinity Legacy Partners, LLC Houston, TX 7/24/2026
Trinity Street Asset Management LLP London, X0 7/10/2026
Trinity Wealth Management, LLC Berwyn, PA 7/7/2026
TrinityBridge Ltd London, X0 8/11/2026
TrinityPoint Wealth, LLC 2/14/2025
TriOaks Capital Management L.P. 11/14/2014
Triodos Investment Management BV Driebergen Rijsenburg, P7 7/29/2026
Triple Frond Partners LLC San Francisco, CA 8/13/2026
Tripletail Wealth Management, LLC Orlando, FL 8/14/2026
Trishield Capital Management LLC 11/14/2017
Triton Financial Group Inc Oklahoma City, OK 8/17/2026
Triton Wealth Management, PLLC Sun City, AZ 8/5/2026
TritonPoint Partners, LLC Chevy Chase, MD 8/13/2026
TRITONPOINT WEALTH, LLC Chevy Chase, MD 8/11/2026
Trium Capital LLP London, X0 7/16/2026
Triumph Capital Management Denver, CO 7/20/2026
Triune Financial Partners, LLC Overland Park, KS 8/7/2026
Trivant Custom Portfolio Group, LLC San Diego, CA 7/27/2026
Triveni Capital Investments LP Stamford, CT 8/14/2026
Trivest Advisors Ltd Hong Kong, K3 8/10/2026