Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Trivium Point Advisory, LLC Wilton, CT 8/6/2026
Troluce Capital Advisors LLC Dorado, PR 8/14/2026
Troutman Wealth Management, LLC Malvern, PA 8/13/2026
Troy Asset Management Ltd London, X0 7/31/2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Portland, OR 8/11/2026
tru Independence LLC Portland, OR 8/10/2026
Truadvice, LLC 11/13/2023
True Bearing Asset Management LP 11/15/2016
True Blue (BVI) Ltd Road Town, D8 8/14/2026
TRUE BLUE FINANCIAL, LLC Stevensville, MI 7/17/2026
True Capital Management 5/2/2023
True Freedom Investing, LLC Coeur D'alene, ID 8/12/2026
True Light Capital Pte. Ltd. Singapore, U0 8/7/2026
True Link Financial Advisors, LLC San Francisco, CA 7/31/2026
True North Advisors, LLC Dallas, TX 7/22/2026
TRUE Private Wealth Advisors Salem, OR 7/23/2026
TRUE SIGNAL LP 1/26/2023
True Venture Partners IV, L.L.C. 10/18/2022
True Vision MN LLC Woodbury, MN 4/16/2026
True Wealth Design, LLC Akron, OH 7/16/2026
True Wind Capital Management, L.P. San Francisco, CA 7/16/2026
Trueblood Wealth Management, LLC Lima, OH 7/27/2026
TRUEFG, LLC Cedar Park, TX 7/16/2026
Truehand, Inc 2/9/2022
TrueMark Investments, LLC Chicago, IL 7/22/2026
Truepoint, Inc. Cincinnati, OH 7/31/2026
TrueWealth Advisors, LLC Birmingham, AL 7/8/2026
TrueWealth Financial Partners Bellevue, WA 8/13/2026
TRUEWEALTH LLC 7/15/2020
Truffle Hound Capital, LLC Bethesda, MD 8/6/2026
TRUIST FINANCIAL CORP Charlotte, NC 7/28/2026
TruNorth Capital Management, LLC Kalamazoo, MI 7/23/2026
truNorth Financial Services, Inc. Chambersburg, PA 7/30/2026
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 2/10/2016
Trust Asset Management LLC Houston, TX 7/14/2026
Trust Co Manhattan, KS 7/10/2026
Trust Co of Kansas Wichita, KS 7/22/2026
TRUST CO OF OKLAHOMA Tulsa, OK 7/14/2026
Trust Co of Tennessee Knoxville, TN 7/30/2026
Trust CO of the Ozarks 11/4/2015
Trust Co of the South Greensboro, NC 7/1/2026
TRUST CO OF TOLEDO NA /OH/ Holland, OH 7/16/2026
TRUST CO OF VERMONT Brattleboro, VT 8/7/2026
TRUST DEPARTMENT MB FINANCIAL BANK N A 4/5/2019
Trust Investment Advisors Indianapolis, IN 7/24/2026
Trust Point Inc. La Crosse, WI 7/8/2026
TrustBank Olney, IL 7/20/2026
TRUSTCO BANK CORP N Y Albany, NY 8/14/2026
TRUSTCORE FINANCIAL SERVICES, LLC 2/13/2023
Trustees of Columbia University in the City of New York New York, NY 8/14/2026
Trustees of Dartmouth College Hanover, NH 8/13/2026
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 8/10/2026
TRUSTMARK BANK TRUST DEPARTMENT Jackson, MS 8/12/2026
TrustWell Financial Advisors, LLC Jacksonville, FL 7/22/2026
Trutina Financial LLC 1/31/2017
Truvestments Capital LLC Sarasota, FL 8/12/2026
Truvvo Partners LLC 11/15/2022
TruWealth Advisors, LLC Metairie, LA 4/9/2026
Truxt Investmentos Ltda. Rio De Janeiro, D5 7/27/2026
TRV GP II, LLC 11/3/2022
TRV GP III, LLC 2/14/2024
TRV GP IV, LLC Boston, MA 8/7/2026
TRV GP V, LLC Boston, MA 8/7/2026
TRV GP VI, LLC Boston, MA 8/7/2026
TRV GP, LLC 11/5/2021
Trybe Capital Management LP Greenwich, CT 8/14/2026
TSA Wealth Managment LLC Houston, TX 8/3/2026
Tsai Capital Corp New York, NY 8/13/2026
TSFG, LLC Lake Forest, IL 7/23/2026
TSG Advice Partners, LLC Columbus, OH 4/24/2026
TSG Consumer Partners LP Larkspur, CA 8/10/2026
TSG6 Management L.L.C. 11/13/2018
TSP Capital Management Group, LLC Summit, NJ 7/31/2026
TT Capital Management LLC Gilbert, AZ 8/4/2026
TT INTERNATIONAL 11/13/2020
TT International Asset Management LTD London, X0 7/7/2026
TTP Investments, Inc. San Jose, CA 7/14/2026
TTRF Capital Ltd Nicosia, G4 7/6/2026
TUCKER ASSET MANAGEMENT LLC Littleton, CO 2/5/2026
Tudor Financial Inc. Dayton, OH 8/10/2026
TUDOR INVESTMENT CORP ET AL Stamford, CT 8/14/2026
Tufton Capital Management Hunt Valley, MD 7/27/2026
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC 10/4/2017
Tull Financial Group, Inc. Chesapeake, VA 8/5/2026
Tulsa Wealth Advisors, INC Tulsa, OK 8/6/2026
Tumwater Wealth Management, LLC Boise, ID 7/20/2026
Turas Capital Management LP Boston, MA 8/14/2026
Turim 21 Investimentos Ltda. Rio De Janeiro, D5 8/10/2026
Turiya Advisors Asia Ltd Hong Kong, K3 8/12/2026
Turn8 Private Wealth Inc. Pointe Claire, A8 8/3/2026
Turner Capital Investments, LLC Austin, TX 7/8/2026
Turner Financial Group, Inc. Pace, FL 8/14/2026
TURNER INVESTMENTS LLC 11/15/2018
Turning Point Benefit Group, Inc. Frederick, MD 7/23/2026
Turtle Creek Asset Management Inc. Toronto, A6 8/14/2026
Turtle Creek Wealth Advisors, LLC Dallas, TX 7/27/2026
Tuscan Ridge Asset Management LLC 2/14/2020
Tuttle Capital Management, LLC Riverside, CT 7/30/2026
TVL Management Corp Menlo Park, CA 8/10/2026
TVR Capital Management LP 8/14/2019
Tweedy, Browne Co LLC Stamford, CT 8/7/2026
Twele Capital Management, Inc. Minnetonka, MN 7/14/2026
Twelve Points Wealth Management LLC Concord, MA 8/7/2026
Twenty Acre Capital LP 11/4/2025
TWIN CAPITAL MANAGEMENT INC Mcmurray, PA 8/6/2026
Twin Cities Retirement Group LLC Plymouth, MN 7/7/2026
TWIN CITY PRIVATE WEALTH, LLC Winston Salem, NC 8/12/2026
TWIN FOCUS CAPITAL PARTNERS, LLC Boston, MA 7/28/2026
Twin Lakes Capital Management, LLC Redwood Shores, CA 8/17/2026
Twin Lions Management LLC Stamford, CT 8/14/2026
TWIN PEAKS WEALTH ADVISORS, LLC San Francisco, CA 8/13/2026
Twin Securities, Inc. New York, NY 8/14/2026
Twin Tree Management, LP Dallas, TX 8/12/2026
TWINBEECH CAPITAL LP Purchase, NY 8/14/2026
Two Creeks Capital Management, LP New York, NY 8/14/2026
Two Point Capital Management, Inc. Pittsford, NY 7/23/2026
Two Seas Capital LP Rye, NY 8/12/2026
TWO SIGMA ADVISERS, LP New York, NY 8/14/2026
TWO SIGMA INVESTMENTS, LP New York, NY 8/14/2026
TWO SIGMA SECURITIES, LLC New York, NY 8/14/2026
Two Sigma Ventures, LP 11/14/2022
Two West Capital Advisors LLC Overland Park, KS 7/22/2026
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 11/6/2025
Tyche Wealth Partners LLC Plano, TX 8/6/2026
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 8/14/2026
Tyrian Investments, L.P. 2/14/2017
Tyro Capital Management LLC Miami, FL 8/13/2026
Tyrus Capital S.A.M. 11/14/2023
Tyvor Capital LLC 10/1/2019
U S GLOBAL INVESTORS INC San Antonio, TX 7/27/2026
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 8/7/2026
UBP Investment Advisors SA 10/4/2022
UBS AG 11/12/2014
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New York, NY 8/13/2026
UBS Group AG Zurich, V8 8/13/2026
UCLA Foundation Los Angeles, CA 8/13/2026
UDINE WEALTH MANAGEMENT, INC. Boca Raton, FL 7/24/2026
UG Investment Advisers Ltd. Singapore, U0 7/22/2026
UHLMANN PRICE SECURITIES, LLC Skokie, IL 7/24/2026
Ulland Investment Advisors, LLC Minneapolis, MN 7/16/2026
Ullmann Wealth Partners Group, LLC Jacksonville Beach, FL 8/10/2026
Ulrich Consultants & Investment Group, LLC 8/7/2023
Ulys, L.L.C. 5/14/2021
Ulysses Management LLC New York, NY 8/14/2026
UMB Bank, n.a. Kansas City, MO 8/13/2026
UNC Management Company, Inc. Chapel Hill, NC 8/14/2026
Uncommon Cents Investing LLC Janesville, WI 7/20/2026
Unconventional Investor, LLC Portsmouth, NH 8/18/2026
UNDERHILL INVESTMENT MANAGEMENT LLC 4/5/2019
Unicom Capital LLC Denver, CO 8/14/2026
UNICOM Systems, Inc. Las Vegas, NV 7/8/2026
Unifi Asset Management LP New York, NY 8/7/2026
Unified Investment Management Atlanta, GA 7/27/2026
Unified Trust Company, N.A. 11/23/2021
Unify Financial Advisors Clearwater, FL 7/21/2026
Unigestion Holding SA 4/10/2025
UNIO CAPITAL LLC Princeton, NJ 8/14/2026
Union Bancaire Privee Asset Management LLC 4/13/2021
Union Bancaire Privee, UBP SA Geneva 1, V8 7/16/2026
Union Heritage Capital, LLC Detroit, MI 8/14/2026
Union Investments & Development Ltd. 11/12/2024
Union Point Advisors, LLC 7/29/2015
UNION SAVINGS BANK Litchfield, CT 7/23/2026
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 8/14/2026
UNIONVIEW, LLC 2/3/2025
Uniplan Investment Counsel, Inc. Milwaukee, WI 8/14/2026
Uniplan Real Estate Advisors, Inc. 11/13/2018
Unique Wealth Strategies, LLC Burr Ridge, IL 7/15/2026
UNIQUE WEALTH, LLC Tampa, FL 7/21/2026
Unison Advisors LLC Providence, RI 7/22/2026
Unison Asset Management LLC Aventura, FL 8/7/2026
Unisphere Establishment Vaduz, N2 8/14/2026
UniSuper Management Pty Ltd Melbourne, Victoria, C3 8/14/2026
United Advisor Group, LLC Cincinnati, OH 7/29/2026
United Airlines Holdings, Inc. Chicago, IL 8/14/2026
United American Securities Inc. (d/b/a UAS Asset Management) New York, NY 8/14/2026
United Asset Strategies, Inc. Garden City, NY 7/13/2026
UNITED BANK Vienna, VA 7/30/2026
United Bank Zebulon, GA 8/10/2026
UNITED BANK, INC. 10/26/2017
UNITED CAPITAL FINANCIAL ADVISORS, LLC Irving, TX 8/14/2026
United Capital Management of KS, Inc. Salina, KS 8/5/2026
United Community Bank Greenville, SC 8/13/2026
United Financial Planning Group LLC Hauppauge, NY 8/6/2026
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 8/7/2026
UNITED STATES STEEL & CARNEGIE PENSION FUND 11/9/2017