Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Vertex Investment Solutions Co., Ltd. Chiyoda Ku, M0 7/15/2026
VERTEX ONE ASSET MANAGEMENT INC. 1/21/2020
Vertex Planning Partners, LLC Downers Grove, IL 8/14/2026
Vertrix Wealth Management, LLC Troy, MI 7/9/2026
Verum Partners LLC Charlotte, NC 7/22/2026
Verus Advisory, Inc. Seattle, WA 6/5/2026
VERUS CAPITAL PARTNERS, LLC Scottsdale, AZ 8/6/2026
Verus Financial Partners, Inc. Richmond, VA 7/21/2026
VERUS WEALTH MANAGEMENT, LLC De Pere, WI 7/30/2026
Vesa Equity Investment S.a r.l. Luxembourg, N4 8/14/2026
Vesey Street Capital Partners, L.L.C. New York, NY 8/12/2026
Vest Financial, LLC Mclean, VA 7/24/2026
Vestal Point Capital, LP New York, NY 8/14/2026
VESTAR CAPITAL PARTNERS LLC 10/19/2021
Vestcor Inc Fredericton, A3 8/11/2026
Vested Financial Planning, LLC San Carlos, CA 8/5/2026
VestGen Advisors, LLC Chicago, IL 8/11/2026
VestGen Investment Management Egg Harbor Township, NJ 7/31/2026
VESTIA PERSONAL WEALTH ADVISORS Fort Wayne, IN 8/10/2026
Vestmark Advisory Solutions, Inc. Wakefield, MA 8/14/2026
Vestment Financial LLC Chanhassen, MN 7/24/2026
VESTOR CAPITAL, LLC Chicago, IL 7/28/2026
Vestpro Financial Partners, Inc. dba CPF Texas 11/14/2018
Vestwell Advisors, LLC New York, NY 8/13/2026
VETAMER CAPITAL MANAGEMENT, LP 11/13/2024
VHCP Management II, LLC 2/13/2020
VHCP Management III, LLC 2/13/2020
VHCP Management, LLC 2/13/2017
Viaable, LLC Wayne, PA 8/14/2026
VIAWEALTH, LLC Leawood, KS 8/11/2026
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 5/13/2020
Vickerman Investment Advisors, Inc. Spokane, WA 8/13/2026
Victoria 1522 Investments, LP 11/12/2014
VICTORY CAPITAL MANAGEMENT INC San Antonio, TX 8/7/2026
VICTORY FINANCIAL GROUP, LLC Austin, TX 7/28/2026
Victrix Investment Advisors Stuart, FL 7/8/2026
VICUS CAPITAL State College, PA 8/5/2026
Vida Ventures Advisors, LLC 11/3/2025
Vident Advisory, LLC Alpharetta, GA 8/12/2026
Vident Investment Advisory, LLC 11/14/2023
Vienna Asset Management LLC Saratoga, CA 8/14/2026
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Warsaw, R9 7/30/2026
Viewpoint Capital Management LLC Seattle, WA 8/4/2026
VIEWPOINT INVESTMENT PARTNERS CORP Calgary, A0 7/15/2026
VIEX Capital Advisors, LLC 11/14/2022
Vigil Wealth Management, LLC Ponte Vedra Beach, FL 8/5/2026
Vigilant Capital Management, LLC 8/8/2023
Vigilare Wealth Management Scottsdale, AZ 7/6/2026
VIKING FUND MANAGEMENT LLC Minot, ND 7/13/2026
VIKING GLOBAL INVESTORS LP Stamford, CT 8/14/2026
Vilas Fund, LP 11/14/2019
Vilga Financial Planning LLC Fair Lawn, NJ 7/9/2026
Villanova Investment Management Co LLC Wayne, PA 7/28/2026
VILLERE ST DENIS J & CO LLC New Orleans, LA 8/7/2026
VIMA LLC Troy, MI 7/24/2026
Vines Capital Management, LLC Monroe, LA 8/14/2026
VINIK ASSET MANAGEMENT LP 11/14/2014
Vinland Capital Management Gestora de Recursos LTDA. Sao Paulo, D5 8/14/2026
Vintage Ventures Advisors Ltd. 10/30/2023
Vinva Investment Management Ltd Sydney, C3 8/14/2026
Viola Growth Management Fund 2 Ltd. Tel Aviv, L3 8/12/2026
Viola Ventures V.C. Management 4 Ltd. Tel Aviv, L3 5/12/2026
Violich Capital Management, Inc. Mill Valley, CA 7/16/2026
Virginia Estate & Retirement Planning Advisors Inc. Glen Allen, VA 7/27/2026
Virginia National Bank 10/19/2023
VIRGINIA RETIREMENT SYSTEM 4/29/2016
VIRGINIA RETIREMENT SYSTEMS ET Al Richmond, VA 2/4/2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. Virginia Beach, VA 7/22/2026
VIRIDIAN RIA, LLC 4/26/2022
Virtu Financial LLC New York, NY 8/13/2026
Virtu KCG Holdings LLC 8/11/2017
VIRTUE ASSET MANAGEMENT LLC Barrington, IL 7/29/2026
Virtue Capital Management, LLC Brentwood, TN 8/5/2026
VIRTUS ADVISERS, LLC Hartford, CT 8/11/2026
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 5/17/2021
Virtus Family Office LLC El Paso, TX 8/3/2026
Virtus Fixed Income Advisers, LLC Hartford, CT 8/13/2026
Virtus Fund Advisers, LLC 2/14/2025
Virtus Investment Advisers, LLC Hartford, CT 8/11/2026
Virtus Wealth Solutions LLC Cranford, NJ 7/24/2026
VISA FOUNDATION San Francisco, CA 8/6/2026
VISA INC. 11/14/2023
Vise Technologies, Inc. New York, NY 8/10/2026
Vishria Bird Financial Group, LLC 10/21/2025
Vision Capital Corp Toronto, A6 8/13/2026
Vision Capital Management, Inc. Portland, OR 8/10/2026
VISION FINANCIAL MARKETS LLC Stamford, CT 7/24/2026
Vision One Management Partners, LP Miami, FL 8/14/2026
Vision Retirement, LLC Ridgewood, NJ 7/21/2026
Visionary Asset Management, Inc. 1/11/2019
VISIONARY HORIZONS, LLC Knoxville, TN 7/16/2026
Visionary Wealth Advisors O'fallon, IL 8/13/2026
Visium Asset Management, LP 2/14/2017
VISTA CAPITAL PARTNERS, INC. Portland, OR 7/23/2026
Vista Cima Wealth Management LLC Surprise, AZ 8/7/2026
VISTA EQUITY PARTNERS MANAGEMENT, LLC San Francisco, CA 8/14/2026
VISTA FINANCE, LLC Clayton, MO 7/16/2026
VISTA INVESTMENT MANAGEMENT Pittsburgh, PA 8/12/2026
VISTA INVESTMENT PARTNERS II, LLC Richmond, IN 7/21/2026
VISTA INVESTMENT PARTNERS LLC Oklahoma City, OK 7/9/2026
Vistica Wealth Advisors, LLC Carlsbad, CA 7/27/2026
Visualize Group LP New York, NY 8/14/2026
VitalStone Financial, LLC 10/11/2024
Vitol Holding B.V. Rotterdam, P7 8/14/2026
Vitol Holding SARL 11/9/2017
Vitruvian Partners LLP London, X0 8/10/2026
VIVID FINANCIAL MANAGEMENT, INC. 1/21/2022
Vivid Wealth Management, LLC West Des Moines, IA 7/28/2026
Vivo Capital, LLC Palo Alto, CA 8/14/2026
VK Services, LLC Menlo Park, CA 8/14/2026
VMS Asset Management Limited Hong Kong, K3 7/22/2026
VNBTrust, National Association 7/9/2018
Voce Capital Management LLC 7/31/2023
Vodafone Ventures Ltd Newbury, X0 8/4/2026
VOISARD ASSET MANAGEMENT GROUP, INC. Grand Rapids, MI 7/13/2026
Voit & Company, LLC 10/30/2020
Voleon Capital Management LP Berkeley, CA 8/14/2026
Vollero Beach Capital Partners LLC 1/3/2017
VOLORIDGE INVESTMENT MANAGEMENT, LLC Jupiter, FL 8/14/2026
Volterra Technologies LP New York, NY 8/14/2026
Von Berge Wealth Management Group, LLC 10/6/2025
von Borstel & Associates, Inc. The Dalles, OR 8/13/2026
VONTOBEL ASSET MANAGEMENT INC 5/15/2024
Vontobel Holding Ltd. Zurich, V8 8/3/2026
Vontobel Swiss Wealth Advisors AG 7/28/2021
VORPAL, LLC Nashville, TN 8/14/2026
Voss Capital, LP Houston, TX 8/14/2026
Voya Financial Advisors, Inc. Windsor, CT 8/12/2026
VOYA INVESTMENT MANAGEMENT LLC Atlanta, GA 8/12/2026
Voyager Global Management LP New York, NY 8/14/2026
VPR Management LLC Houston, TX 8/14/2026
VR Advisory Services Ltd Camana Bay, Grand Cayman, E9 8/14/2026
VSM Wealth Advisory, LLC Hunt Valley, MD 7/22/2026
VSR Financial Services, Inc. 8/11/2016
VTL Associates, LLC 11/16/2015
VUB Generali dochodkova spravcovska spolocnost, a.s. Bratislava, 2B 7/23/2026
Vulcan Value Partners, LLC Birmingham, AL 8/10/2026
VV Manager LLC 8/4/2020
VVR Holdings LLC Bellingham, WA 7/15/2026
VY Capital Management Co. Ltd. Dubai, C0 8/17/2026
W ADVISORS, LLC Germantown, TN 7/31/2026
W Capital Management, LLC 11/14/2024
W.G. Shaheen & Associates DBA Whitney & Co Rochester, NY 7/28/2026
W.H. Cornerstone Investments Inc. Kingston, MA 8/7/2026
W1M Asset Management Ltd London, X0 8/12/2026
W1M Investment Management Ltd London, X0 8/12/2026
WADDELL & ASSOCIATES, LLC Memphis, TN 7/15/2026
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 8/10/2026
Wagner Wealth Management, Corp Conyngham, PA 8/10/2026
Wagner Wealth Management, LLC Greenville, SC 7/24/2026
Wahed Invest LLC New York, NY 8/11/2026
Wakefield Asset Management LLLP Englewood, CO 8/11/2026
WALDEN WEALTH PARTNERS LLC 7/11/2024
Waldron Private Wealth LLC Bridgeville, PA 7/20/2026
Walgreens Boots Alliance, Inc. 8/15/2025
Walker Asset Management, LLC Springfield, MO 7/10/2026
Walker Financial Services, Inc. Bowling Green, KY 7/15/2026
Walkner Condon Financial Advisors LLC Madison, WI 7/27/2026
Wall Capital Group, Inc. Phoenix, AZ 7/24/2026
WALL STREET ASSOCIATES 1/18/2017
Wall Street Financial Group, Inc. Carlinville, IL 7/13/2026
Wallace Advisory Group, LLC Lafayette, CA 8/3/2026
Wallace Capital Management Inc. Dallas, TX 8/14/2026
Wallace Foundation New York, NY 8/14/2026
Wallace Hart LLC Lexington, KY 8/13/2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Highland Park, IL 7/20/2026
WALLER FINANCIAL PLANNING GROUP, INC Columbus, OH 7/7/2026
Walleye Capital LLC New York, NY 8/3/2026
Walleye Partners, LLC Madison, WI 7/24/2026
Walleye Trading LLC New York, NY 8/3/2026
Wallington Asset Management, LLC Indianapolis, IN 7/22/2026
Walmart Inc. Bentonville, AR 8/7/2026
Walnut Level Capital LLC Denver, CO 8/12/2026
WALNUT PRIVATE EQUITY PARTNERS, LLC Omaha, NE 7/7/2026
Walser Wealth Management Company, A Ltd Liability Co Tampa, FL 7/24/2026
Walsh & Associates, LLC Sarasota, FL 7/21/2026
Walsky Investment Management, Inc. Wyomissing, PA 8/14/2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV South Bend, IN 8/12/2026
Walter Public Investments Inc. Westmount, Z4 8/5/2026
Walthausen & Co., LLC 11/14/2022
Wambolt & Associates, LLC 8/13/2025
Waratah Capital Advisors Ltd. Toronto, A6 8/11/2026
Warberg Asset Management LLC Winnetka, IL 8/11/2026
WARBURG PINCUS & CO. 11/16/2015
WARBURG PINCUS LLC New York, NY 8/14/2026
Warburton Capital Management, LLC Tulsa, OK 7/31/2026
Warlander Asset Management, LP 11/13/2019
Warm Springs Advisors Inc. Larkspur, CA 8/12/2026
WARNER FINANCIAL, INC Bethesda, MD 7/9/2026
Warner Group LLC Madison, CT 7/27/2026
Warren Street Wealth Advisors, LLC Irvine, CA 7/22/2026
Warther Private Wealth, LLC Akron, OH 8/14/2026
Warwick Investment Management, Inc. Bryan, TX 7/31/2026
WASATCH ADVISORS LP Salt Lake City, UT 7/9/2026
WASHBURN CAPITAL MANAGEMENT, INC. Vero Beach, FL 7/22/2026
WASHINGTON CAPITAL MANAGEMENT, INC Seattle, WA 7/21/2026
WASHINGTON GROWTH STRATEGIES LLC Washington, DC 7/16/2026