Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
VONTOBEL ASSET MANAGEMENT INC 5/15/2024
Vontobel Holding Ltd. Zurich, V8 2/13/2026
Vontobel Swiss Wealth Advisors AG 7/28/2021
VORPAL, LLC Nashville, TN 2/17/2026
Voss Capital, LP Houston, TX 2/13/2026
Voya Financial Advisors, Inc. Windsor, CT 2/13/2026
VOYA INVESTMENT MANAGEMENT LLC Atlanta, GA 2/12/2026
Voyager Global Management LP New York, NY 2/17/2026
VPR Management LLC Houston, TX 2/13/2026
VR Adviser, LLC New York, NY 2/17/2026
VR Advisory Services Ltd Camana Bay, Grand Cayman, E9 2/18/2026
VSM Wealth Advisory, LLC Hunt Valley, MD 2/6/2026
VSR Financial Services, Inc. 8/11/2016
VTL Associates, LLC 11/16/2015
VUB Generali dochodkova spravcovska spolocnost, a.s. Bratislava, 2B 2/12/2026
Vulcan Value Partners, LLC Birmingham, AL 3/17/2026
VV Manager LLC 8/4/2020
VVR Holdings LLC Bellingham, WA 2/11/2026
VY Capital Management Co. Ltd. 10/10/2024
W ADVISORS, LLC Germantown, TN 2/13/2026
W Capital Management, LLC 11/14/2024
W.G. Shaheen & Associates DBA Whitney & Co Rochester, NY 1/30/2026
W.H. Cornerstone Investments Inc. Kingston, MA 2/10/2026
WADDELL & ASSOCIATES, LLC Memphis, TN 2/11/2026
WADDELL & REED FINANCIAL INC 5/12/2021
Wade Financial Advisory, Inc 5/9/2025
WADE G W & INC 2/8/2024
WAFRA INC. New York, NY 2/13/2026
Wagner Wealth Management, Corp Conyngham, PA 2/12/2026
Wagner Wealth Management, LLC Greenville, SC 1/30/2026
Wahed Invest LLC New York, NY 2/18/2026
Wakefield Asset Management LLLP Englewood, CO 2/5/2026
WALDEN WEALTH PARTNERS LLC 7/11/2024
Waldron Private Wealth LLC Bridgeville, PA 4/10/2026
Walgreens Boots Alliance, Inc. 8/15/2025
Walker Asset Management, LLC Springfield, MO 1/16/2026
Walker Financial Services, Inc. Bowling Green, KY 1/28/2026
Walkner Condon Financial Advisors LLC Madison, WI 1/21/2026
Wall Capital Group, Inc. Phoenix, AZ 2/17/2026
WALL STREET ASSOCIATES 1/18/2017
Wall Street Financial Group, Inc. Carlinville, IL 1/16/2026
Wallace Advisory Group, LLC Lafayette, CA 1/23/2026
Wallace Capital Management Inc. Dallas, TX 2/17/2026
Wallace Hart LLC Lexington, KY 2/17/2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Highland Park, IL 2/12/2026
WALLER FINANCIAL PLANNING GROUP, INC Columbus, OH 4/3/2026
Walleye Capital LLC New York, NY 2/13/2026
Walleye Partners, LLC Madison, WI 1/28/2026
Walleye Trading LLC New York, NY 2/13/2026
Wallington Asset Management, LLC Indianapolis, IN 1/14/2026
Walmart Inc. Bentonville, AR 2/6/2026
Walnut Level Capital LLC Denver, CO 2/17/2026
WALNUT PRIVATE EQUITY PARTNERS, LLC Omaha, NE 4/9/2026
Walser Wealth Management Company, A Ltd Liability Co Tampa, FL 2/23/2026
Walsky Investment Management, Inc. Wyomissing, PA 2/10/2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV South Bend, IN 2/11/2026
Walter Public Investments Inc. Westmount, Z4 2/10/2026
Walthausen & Co., LLC 11/14/2022
Wambolt & Associates, LLC 8/13/2025
Waratah Capital Advisors Ltd. Toronto, A6 2/9/2026
Warberg Asset Management LLC Winnetka, IL 2/13/2026
WARBURG PINCUS & CO. 11/16/2015
WARBURG PINCUS LLC New York, NY 2/17/2026
Warburton Capital Management, LLC Tulsa, OK 1/23/2026
Warlander Asset Management, LP 11/13/2019
Warm Springs Advisors Inc. Larkspur, CA 1/27/2026
WARNER FINANCIAL, INC Bethesda, MD 4/8/2026
Warner Group LLC Madison, CT 2/6/2026
Warren Street Wealth Advisors, LLC Newport Beach, CA 1/29/2026
Warther Private Wealth, LLC Akron, OH 2/18/2026
Warwick Investment Management, Inc. Bryan, TX 1/15/2026
WASATCH ADVISORS LP Salt Lake City, UT 2/12/2026
WASHBURN CAPITAL MANAGEMENT, INC. Vero Beach, FL 1/22/2026
WASHINGTON CAPITAL MANAGEMENT, INC Seattle, WA 1/29/2026
WASHINGTON GROWTH STRATEGIES LLC Washington, DC 1/26/2026
Washington Harbour Partners LP 8/14/2025
WASHINGTON STATE INVESTMENT BOARD Olympia, WA 2/9/2026
Washington Trust Advisors, Inc. Wellesley, MA 4/6/2026
WASHINGTON TRUST BANK Spokane, WA 2/4/2026
WASHINGTON TRUST Co Westerly, RI 4/6/2026
WASHINGTON UNIVERSITY St Louis, MO 1/16/2026
Wasserstein Debt Opportunities Management, L.P. New York, NY 2/17/2026
Watchman Group, Inc. Plano, TX 2/6/2026
Watchtower Advisors, LP Old Greenwich, CT 2/13/2026
Water Asset Management LLC 2/14/2020
WATER ISLAND CAPITAL LLC New York, NY 2/17/2026
Water Oak Advisors LLC 10/28/2020
Waterfall Asset Management, LLC New York, NY 2/13/2026
Waterford Advisors, LLC Orchard Park, NY 2/20/2026
Waterfront Capital Partners, LLC New York, NY 2/17/2026
Waterfront Wealth Inc. Overland Park, KS 1/27/2026
Waterloo Capital, L.P. Austin, TX 2/10/2026
Watermark Asset Management, Inc. 1/14/2019
WATERS PARKERSON & CO., LLC New Orleans, LA 2/12/2026
Watershed Asset Management, L.L.C. San Francisco, CA 2/17/2026
WATERSHED PRIVATE WEALTH LLC Oak Brook, IL 1/23/2026
Waterstone Capital Management, L.P. 2/12/2020
Waterton Global Resource Management, Inc. 10/16/2024
Waterway Wealth Management, LLC The Woodlands, TX 2/17/2026
Watson Rebecca 10/22/2020
Watts Gwilliam & Co., LLC 11/21/2025
Wavelength Asset Management LLC 11/5/2015
Wavelength Capital Management, LLC 11/9/2023
Waverly Advisors, LLC Birmingham, AL 2/17/2026
Waverton Investment Management Ltd London, X0 2/17/2026
Waycross Investment Management Co Bellingham, WA 4/13/2026
WAYCROSS PARTNERS, LLC Louisville, KY 1/14/2026
Wayfinding Financial, LLC Lynnwood, WA 2/12/2026
Waypoint Capital Advisors, LLC 10/18/2024
waypoint wealth counsel Atlanta, GA 1/28/2026
Waypoint Wealth Partners Inc. 7/10/2025
WAYSTONE ADVISORS LLC Redmond, WA 2/9/2026
Wayzata Investment Partners LLC 10/30/2018
WBH ADVISORY INC Baltimore, MD 1/26/2026
WBI INVESTMENTS, LLC Red Bank, NJ 2/13/2026
WC Walker & Associates, Inc. 2/23/2023
WCG Management, L.P. 8/1/2016
WCG Wealth Advisors LLC Las Vegas, NV 2/10/2026
WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA 2/9/2026
WD RUTHERFORD LLC Portland, OR 2/6/2026
Wealth & Pension Services Group, Inc. 11/19/2019
Wealth Advisors Northwest LLC Portland, OR 4/8/2026
Wealth Advisors of Iowa, LLC West Des Moines, IA 2/5/2026
Wealth Advisors of Tampa Bay, LLC Tampa, FL 2/9/2026
WEALTH ADVISORS, INC. 10/24/2023
Wealth Advisory Solutions, LLC Zionsville, IN 1/16/2026
Wealth Advisory Team LLC Bellevue, KY 2/5/2026
Wealth Alliance Advisory Group, LLC Wichita, KS 4/9/2026
WEALTH ALLIANCE, LLC Mellville, NY 2/13/2026
Wealth Analytics Partners, LLC San Diego, CA 2/17/2026
Wealth Architects, LLC Mountain View, CA 2/17/2026
Wealth CMT 7/12/2023
Wealth Dimensions Group, Ltd. Cincinnati, OH 2/13/2026
WEALTH EFFECTS LLC Boston, MA 1/26/2026
Wealth Enhancement & Preservation of GA, LLC 7/18/2023
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Plymouth, MN 4/8/2026
Wealth Enhancement Trust Services, Inc. Sioux Falls, SD 4/8/2026
Wealth Forward, LLC Fargo, ND 1/30/2026
Wealth Group Ltd Eden Prairie, MN 4/10/2026
Wealth Group, Ltd. Raleigh, NC 4/14/2026
Wealth High Governance Capital Ltda Sao Paulo, D5 1/30/2026
Wealth Intelligence, LLC Columbus, GA 2/18/2026
Wealth Management Associates, Inc. Cherry Hill, NJ 1/20/2026
Wealth Management Nebraska Norfolk, NE 1/28/2026
Wealth Management Partners, LLC Tucson, AZ 1/12/2026
WEALTH MANAGEMENT RESOURCES, INC. Smithfield, RI 1/30/2026
Wealth Management Solutions, LLC 10/25/2023
Wealth Management Strategies, Inc. Pittsburgh, PA 2/17/2026
Wealth Preservation Advisors, LLC Chattanooga, TN 2/23/2026
Wealth Quarterback LLC Toms River, NJ 4/9/2026
Wealth Science Advisors LLC Alpharetta, GA 4/8/2026
Wealth Watch Advisors, INC Englewood, CO 2/17/2026
WealthBridge Capital Management, LLC Westerville, OH 1/21/2026
WealthBridge Investment Counsel Inc. Calgary, A0 4/8/2026
Wealthcare Advisory Partners LLC West Chester, PA 4/14/2026
WealthCare Asset Management, LLC Springfield, MO 2/17/2026
WEALTHCARE CAPITAL MANAGEMENT LLC Richmond, VA 1/20/2026
Wealthcare Capital Partners, LLC West Chester, PA 1/14/2026
WealthCare Investment Partners, LLC Portsmouth, RI 4/8/2026
WealthCollab, LLC Bellevue, WA 1/27/2026
WEALTHEDGE INVESTMENT ADVISORS, LLC New York, NY 2/17/2026
Wealthfront Advisers LLC Palo Alto, CA 1/30/2026
WEALTHFRONT Corp 5/2/2019
WEALTHGARDEN F.S. LLC El Segundo, CA 2/11/2026
Wealthgate Family Office, LLC 11/8/2024
WealthNavi Inc. Shinagawa Ku, Tokyo, M0 1/15/2026
WealthOne, LLC 10/12/2023
WealthPlan Investment Management, LLC Omaha, NE 2/5/2026
WealthPLAN Partners, LLC Omaha, NE 2/12/2026
WealthPoint Financial, LLC Cramerton, NC 2/19/2026
Wealthquest Corp Cincinnati, OH 2/9/2026
WealthShield Partners, LLC Cary, NC 2/3/2026
WealthShield, LLC 4/18/2018
Wealthsimple Inc. 11/8/2022
Wealthsimple US, Ltd. 5/12/2021
WEALTHSOURCE PARTNERS, LLC 1/16/2024
WEALTHSPAN PARTNERS, LLC Davenport, IA 4/8/2026
Wealthspire Advisors, L.P. 11/13/2020
Wealthspire Advisors, LLC New York, NY 2/13/2026
Wealthspire Retirement, LLC Aliso Viejo, CA 2/18/2026
Wealthspring Capital LLC West Harrison, NY 2/5/2026
WealthSpring Partners, LLC Long Beach, CA 2/12/2026
Wealthstar Advisors, LLC Plano, TX 1/30/2026
WealthStone, Inc. 5/13/2021
Wealthstream Advisors, Inc. 11/6/2025
Wealthstreet Investment Advisors, LLC 4/25/2022
WealthTrak Capital Management LLC Virginia Beach, VA 2/10/2026
WealthTrust Asset Management, LLC Destin, FL 2/4/2026
WealthTrust Axiom LLC Wayne, PA 2/13/2026
WealthTrust Fairport, LLC 5/15/2019
WealthTrust-Arizona, LLC 2/7/2019
WEALTHY FOUNTAIN HOLDINGS INC 8/1/2018
Weather Gauge Advisory, LLC 10/22/2021
WEATHERBIE CAPITAL, LLC 2/14/2017
WEATHERLY ASSET MANAGEMENT L. P. Del Mar, CA 1/16/2026
Weatherstone Capital Management 4/16/2019
Weaver C. Barksdale & Associates, Inc. Nashville, TN 2/13/2026
Weaver Capital Management LLC Suwanee, GA 1/22/2026
Weaver Consulting Group Huntington Beach, CA 2/10/2026
WEBER ALAN W 2/16/2021