Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Melbourne, C3 8/5/2026
United Wealth Management, LLC Charlottesville, VA 7/23/2026
Uniting Wealth Partners, LLC Denver, CO 8/6/2026
Universal- Beteiligungs- und Servicegesellschaft mbH Frankfurt Am Main, 2M 8/6/2026
University of Cambridge Investment Management Ltd Cambridge, X0 7/13/2026
UNIVERSITY OF CHICAGO Chicago, IL 8/14/2026
University of Illinois Foundation Champaign, IL 8/12/2026
University of Maryland Foundation, Inc. Adelphi, MD 8/12/2026
University of Massachusetts Foundation, Inc. Newton, MA 8/7/2026
UNIVERSITY OF NOTRE DAME DU LAC 11/13/2024
University of Pittsburgh - Of the Commonwealth System of Higher Education Pittsburgh, PA 8/12/2026
University of Southern California 10/20/2014
University of Tennessee 2/11/2020
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO Austin, TX 8/3/2026
University of Wisconsin Foundation Madison, WI 8/14/2026
UNIVEST FINANCIAL Corp Souderton, PA 8/7/2026
Unterberg Capital LLC 10/24/2018
UNTITLED INVESTMENTS LP New York, NY 8/14/2026
Up Capital Management, Inc. Roseville, CA 8/5/2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Pittsburgh, PA 8/7/2026
Upfront Ventures Management, LLC 2/15/2024
Upper Left Wealth Management, LLC Tampa, FL 7/14/2026
UPTICK PARTNERS, LLC Nacogdoches, TX 8/10/2026
Uptown Financial Advisors LLC Dallas, TX 7/10/2026
Urban Financial Advisory Corp Chicago, IL 8/6/2026
Urban Wealth Management, LLC El Segundo, CA 7/23/2026
URS Advisory LLC Jupiter, FL 7/27/2026
Ursa Fund Management, LLC Danville, CA 8/14/2026
US Asset Management LLC Pittsburgh, PA 8/12/2026
US BANCORP \DE\ Minneapolis, MN 8/12/2026
US FINANCIAL ADVISORS, LLC 5/8/2025
US GLOBAL INVESTORS FUNDS San Antonio, TX 2/18/2014
USA FINANCIAL FORMULAS Ada, MI 8/4/2026
USA FINANCIAL FORMULAS Ada, MI 4/14/2026
USA MUTUALS ADVISORS, INC. 1/19/2021
USAdvisors Wealth Management, LLC Eden Prairie, MN 7/29/2026
USCA RIA LLC 7/28/2021
USCF Advisers LLC Walnut Creek, CA 7/27/2026
USS Investment Management Ltd London, X0 8/11/2026
Utah Peaks Capital Inc 8/14/2023
Utah Retirement Systems Salt Lake City, UT 8/14/2026
V Wealth Advisors LLC 11/15/2023
V-Square Quantitative Management LLC Chicago, IL 7/27/2026
V. M. MANNING & CO., INC. Greenville, SC 7/13/2026
V2 Capital, LLC 5/5/2015
V2 Financial group LLC Naperville, IL 8/10/2026
V3 Capital Management, L.P. 11/14/2025
V3 Holding Ltd Grand Cayman, E9 8/11/2026
Vahanian & Associates Financial Planning Inc. 1/25/2024
Valence8 US LP Cambridge, MA 8/6/2026
Valentine Capital Asset Management, Inc. 2/17/2016
VALENTINE VENTURES LLC 10/24/2019
Valeo Financial Advisors, LLC Carmel, IN 7/8/2026
Valiant Capital Management, L.P. San Francisco, CA 8/14/2026
VALICENTI ADVISORY SERVICES INC Elmira, NY 7/16/2026
VALINOR MANAGEMENT, L.P. New York, NY 7/27/2026
Valley Brook Capital Group, Inc. Venetia, PA 7/27/2026
Valley Financial Group, Inc. Ambler, PA 8/14/2026
VALLEY FINANCIAL MANAGEMENT, INC. 8/14/2023
VALLEY FORGE ASSET MANAGEMENT, LLC 2/9/2016
Valley Forge Capital Management, LP Miami, FL 8/14/2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV Audubon, PA 8/7/2026
VALLEY NATIONAL ADVISERS INC Bethlehem, PA 7/29/2026
VALLEY NATIONAL BANCORP 2/9/2015
VALLEY WEALTH MANAGERS, INC. Paramus, NJ 8/4/2026
Valliance Asset Management Ltd Central, K3 8/3/2026
Valmark Advisers, Inc. Akron, OH 8/6/2026
Valor Advisors LLC Miami, FL 8/14/2026
Valor Management LLC Chicago, IL 8/14/2026
Valpey Financial Services, LLC Concord, NH 8/11/2026
Valtinson Bruner Financial Planning LLC New Brighton, MN 8/3/2026
Valtrion Capital Management, LLC Franklin, TN 8/14/2026
Valtura Capital Partners LLC 8/14/2017
Value Aligned Research Advisors, LLC Princeton, NJ 8/14/2026
Value Base Ltd. Tel Aviv, L3 7/29/2026
VALUE HOLDINGS LP 11/10/2016
VALUE HOLDINGS MANAGEMENT CO. LLC Park City, UT 8/10/2026
Value Investment Professionals, LLC New York, NY 7/7/2026
Value Monitoring, Inc. 11/7/2022
Value Partners Investments Inc. Winnipeg, A2 7/15/2026
VALUE PARTNERS LTD /ADV 8/12/2016
Value Star Asset Management (Hong Kong) Ltd 10/31/2025
ValueAct Holdings, L.P. San Francisco, CA 8/14/2026
Valued Retirements, Inc. Houston, TX 8/13/2026
Valued Wealth Advisors LLC Holladay, UT 7/20/2026
Valueinvest Asset Management S.A. 5/9/2018
Values Added Financial LLC Washington, DC 7/27/2026
Values First Advisors, Inc. Johnson City, TN 8/4/2026
VALUEWORKS LLC New York, NY 8/14/2026
Van Berkom & Associates Inc. Montreal, A8 8/5/2026
Van Cleef Asset Management,Inc Beachwood, OH 8/3/2026
VAN DEN BERG MANAGEMENT I, INC Austin, TX 8/14/2026
Van Diest Capital, LLC Poly City, IA 8/4/2026
VAN ECK ASSOCIATES CORP New York, NY 8/14/2026
Van Hulzen Asset Management, LLC El Dorado Hills, CA 8/13/2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Amsterdam, P7 8/14/2026
Van Leeuwen & Company, LLC 5/10/2024
VAN STRUM & TOWNE INC. San Francisco, CA 7/31/2026
VANCE WEALTH, LLC Santa Clarita, CA 8/14/2026
Vancity Investment Management Ltd Vancouver, A1 5/15/2026
Vanderbilt University Nashville, TN 7/22/2026
VanderPol Investments L.L.C. Caledonia, MI 2/4/2026
VANGUARD ADVISERS INC Malvern, PA 8/13/2026
VANGUARD ASSET MANAGEMENT, Ltd London, Ec4n 8af, X0 8/13/2026
VANGUARD CAPITAL MANAGEMENT LLC Malvern, PA 8/13/2026
Vanguard Capital Wealth Advisors Denver, CO 7/23/2026
VANGUARD FIDUCIARY TRUST CO Malvern, PA 8/13/2026
Vanguard Global Advisers, LLC Malvern, PA 8/13/2026
VANGUARD GROUP INC Valley Forge, PA 1/29/2026
Vanguard Investments Australia, Ltd. Victoria, C3 8/13/2026
VANGUARD MARKETING CORPORATION El Paso, TX 8/13/2026
Vanguard National Trust Co Malvern, PA 8/13/2026
Vanguard Personalized Indexing Management, LLC Oakland, CA 8/11/2026
VANGUARD PORTFOLIO MANAGEMENT LLC Malvern, PA 8/13/2026
Vann Equity Management LLC Plano, TX 8/5/2026
Vannoy Advisory Group, Inc. Austin, TX 7/22/2026
Vantage Consulting Group Inc Virginia Beach, VA 2/11/2026
Vantage Financial Partners Ltd., Inc. 8/14/2024
Vantage Financial Partners, LLC Elm Grove, WI 2/3/2026
Vantage Investment Advisors, LLC 11/9/2018
Vantage Investment Partners, LLC Kansas City, MO 5/1/2026
Vantage Point Financial LLC Lisle, IL 8/14/2026
VANTAGE WEALTH Pasadena, CA 1/14/2026
VANTAGEPOINT INVESTMENT ADVISERS LLC Washington, DC 8/5/2026
Vantis Investment Advisers L.P. 2/9/2022
Vantus Wealth LLC Lancaster, PA 8/7/2026
VanWeelden Wealth Management, LLC West Chester Township, OH 8/12/2026
VAQUERO PRIVATE WEALTH, LTD Dallas, TX 7/17/2026
VARCOV Co. Darien, CT 8/14/2026
Varde Management, L.P. New York, NY 8/14/2026
Varenne Capital Partners Paris, I0 8/10/2026
Variant Private Wealth, LLC Tysons, VA 8/7/2026
VARLEY HOLDINGS PTY LTD 2/14/2023
Varma Mutual Pension Insurance Co Varma, H9 8/13/2026
VASSALLUZZO SCOTT J 11/14/2016
VAUGHAN & Co SECURITIES, INC. Ridgewood, NJ 8/3/2026
VAUGHAN DAVID INVESTMENTS LLC/IL Peoria, IL 8/11/2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Houston, TX 7/16/2026
Vavra Capital Management, LLC Collegeville, PA 7/23/2026
Vawter Financial, Ltd. Columbus, OH 8/4/2026
Vazirani Asset Management LLC New York, NY 8/14/2026
VCI Wealth Management LLC St Louis, MO 8/4/2026
VCU Investment Management Co Richmond, VA 8/10/2026
Vector Capital Management, L.P. 11/14/2025
Vector Capital, Ltd. 2/14/2020
VECTOR WEALTH MANAGEMENT, LLC 2/7/2017
VectorGlobal IAG, Inc. Miami, FL 6/30/2026
Vectors Research Management, LLC New York, NY 7/29/2026
Veery Capital, LLC Wilmington, DE 7/9/2026
VEGA ENERGY GP, LLC 11/14/2017
VEGA INVESTMENT SOLUTIONS Paris, I0 8/13/2026
VELA Investment Management, LLC New Albany, OH 7/31/2026
Velan Capital Investment Management LP Alpharetta, GA 8/14/2026
Velanne Asset Management Ltd 11/2/2022
VELT Partners Investimentos Ltda. 2/14/2024
Veltria Advisors Corp. Miami, FL 8/14/2026
Venator Capital Management Ltd. 11/14/2023
Venator Management LLC Pittsburgh, PA 8/13/2026
venBio Partners L.P. 2/14/2019
venBio Partners LLC San Francisco, CA 8/14/2026
Vennlight Capital Management, LP Weston, CT 8/14/2026
Venor Capital Management LP 11/14/2022
Venrock Adviser, LLC New York, NY 8/14/2026
Venrock Management V, LLC 2/14/2022
Venrock Management VI, LLC 11/14/2024
Venrock Partners Management V, LLC 8/13/2020
Ventas, Inc. Chicago, IL 8/14/2026
Venture Visionary Partners LLC Sylvania, OH 7/27/2026
Venturi Wealth Management, LLC Austin, TX 7/20/2026
VeraBank, N.A. Henderson, TX 8/5/2026
Veracity Capital LLC Atlanta, GA 7/10/2026
Veradace Capital Management LLC Dallas, TX 8/14/2026
Veratis Advisors, Inc. Cary, NC 8/13/2026
Verbena Value LP Westport, CT 8/14/2026
Verdad Advisers, LP Boston, MA 8/14/2026
Verde Capital Management Clarkston, MI 8/11/2026
Verde Servicos Internacionais S.A. Sao Paulo, D5 7/29/2026
Verdence Capital Advisors LLC Hunt Valley, MD 7/29/2026
Verger Capital Management LLC Winston Salem, NC 7/28/2026
Vericrest Private Wealth Newtown, PA 7/28/2026
Veridan Wealth LLC West Linn, OR 8/10/2026
Verisail Partners, LLC Chamblee, GA 7/14/2026
VeriStar Capital Management LP 11/14/2025
Veritable, L.P. 11/14/2023
Veritas Asset Management LLP London, X0 8/4/2026
Veritas Investment Management (UK) Ltd 5/16/2022
Veritas Investment Management LLP 2/11/2021
Verition Fund Management LLC Greenwich, CT 8/14/2026
Verity & Verity, LLC Beaufort, SC 7/28/2026
Verity Asset Management, Inc. Durham, NC 8/13/2026
VERITY Wealth Advisors Sausalito, X1 7/16/2026
Vermillion & White Wealth Management Group, LLC Phoenixville, PA 8/18/2026
Vermillion Asset Management LLC 11/3/2014
Vermillion Wealth Management, Inc. Rosemount, MN 7/15/2026
Vernal Point Advisors, LLC San Francisco, CA 8/14/2026
VERNIER CAPITAL PARTNERS, LP 11/14/2019
Versant Capital Management, Inc Phoenix, AZ 7/2/2026
Versant Venture Management, LLC San Francisco, CA 8/12/2026
Versor Investments LP New York, NY 8/7/2026
Vert Asset Management LLC Sausalito, CA 7/15/2026