Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Winning Points Advisors, LLC Boca Raton, FL 2/12/2026
WINNOW WEALTH LLC Waco, TX 2/11/2026
WINSLOW ASSET MANAGEMENT INC Beachwood, OH 2/2/2026
Winslow Capital Management, LLC Minneapolis, MN 2/12/2026
Winslow, Evans & Crocker, Inc. 2/3/2021
Winter & Associates, Inc. St. Paul, MN 2/13/2026
Wintergreen Advisers, LLC 5/10/2019
Winthrop Advisory Group LLC Boston, MA 1/21/2026
Winthrop Capital Management, LLC Carmel, IN 2/10/2026
Winthrop Partners - WNY, LLC Buffalo, NY 3/12/2026
Winton Capital Management Ltd London, X0 5/1/2014
WINTON GROUP Ltd London, X0 2/11/2026
WINTRUST INVESTMENTS LLC 2/10/2025
WIPFLI FINANCIAL ADVISORS LLC, 10/26/2022
WIREGRASS INVESTMENT MANAGEMENT LLC Thomasville, GA 2/13/2026
WISCONSIN CAPITAL MANAGEMENT LLC Madison, WI 2/6/2026
Wisconsin Wealth Advisors, LLC Sun Prairie, WI 1/7/2026
Wise Wealth Partners Phoenix, AZ 1/29/2026
Wiser Advisor Group LLC Phoenix, AZ 2/9/2026
Wiser Wealth Management, Inc Marietta, GA 1/12/2026
Wishbone Management, LP Chicago, IL 2/13/2026
WIT Partners Advisory Pte. Ltd. Singapore, U0 1/28/2026
WIT, LLC District Of Columbia, DC 2/17/2026
WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle, MA 2/13/2026
WJ Financial Advisors LLC Killingworth, CT 2/2/2026
WJ Interests, LLC Sugar Land, TX 1/26/2026
WJ Wealth Management, LLC Glendale, AZ 2/5/2026
WL ROSS & CO LLC 2/14/2022
WLTH Capital Management, LLC Chandler, AZ 2/24/2026
WMG Financial Advisors, LLC Knoxville, TN 1/28/2026
WMS Group LLC Folsom, LA 3/3/2026
WMS Partners, LLC 11/13/2025
WNY Asset Management, LLC 11/14/2025
Wolf Group Capital Advisors 4/18/2025
Wolf Hill Capital Management, LP Greenwich, CT 2/13/2026
Wolff Financial Management LLC Kalamazoo, MI 2/6/2026
WOLFF WIESE MAGANA LLC Carslbad, CA 1/14/2026
Wolfstich Capital, LLC Medfield, MA 1/14/2026
Wolfswood Holdings, LLC New York, NY 2/17/2026
WOLVERINE ASSET MANAGEMENT LLC Chicago, IL 2/2/2026
WOLVERINE TRADING, LLC 11/14/2025
Womack Financial LLC Dallas, TX 2/10/2026
WOOD ASSET MANAGEMENT INC 4/16/2015
Wood Investment Counsel LLC 10/27/2014
Wood Tarver Financial Group, LLC Boise, ID 2/12/2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Bermuda Run, NC 2/2/2026
Woodbine Capital Advisors LP New York, NY 5/15/2014
Woodbridge CO LTD Toronto, A6 2/13/2026
Woodford Investment Management Ltd 1/27/2020
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC Indianapolis, IN 2/12/2026
Woodline Partners LP San Francisco, CA 2/17/2026
WOODMONT INVESTMENT COUNSEL LLC Nashville, TN 1/21/2026
Woodside Wealth Management LLC Framingham, MA 1/30/2026
Woodson Capital Management, LP Greenwich, CT 2/17/2026
WOODSTOCK CORP Boston, MA 1/14/2026
WoodTrust Financial Corp Wisconsin Rapids, WI 1/30/2026
WOODWARD DIVERSIFIED CAPITAL, LLC Bakersfield, CA 1/14/2026
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 7/14/2025
Working Capital Advisors (UK) Ltd. London, X0 2/13/2026
World Asset Management Inc 11/10/2021
WORLD EQUITY GROUP, INC. Schaumburg, IL 1/12/2026
World Investment Advisors Santa Barbara, CA 3/12/2026
WORLDLY PARTNERS MANAGEMENT, LLC Needham, MA 2/13/2026
WORLDQUANT MILLENNIUM ADVISORS LLC New York, NY 2/17/2026
WORMSER FRERES GESTION Paris, I0 2/10/2026
Worth Asset Management, LLC Dallas, TX 1/14/2026
Worth Financial Advisory Group, LLC Charlotte, NC 1/16/2026
Worth Venture Partners, LLC Fort Lee, NJ 2/17/2026
Worthington Financial Partners, LLC Worthington, OH 3/5/2026
WorthPointe, LLC La Jolla, CA 1/26/2026
WP Advisors, LLC San Francisco, CA 1/28/2026
WPG Advisers, LLC Baltimore, MD 1/28/2026
WPWealth LLP Fort Worth, TX 2/13/2026
WR Wealth Planners, LLC 2/5/2025
WRAPMANAGER INC Mill Valley, CA 2/6/2026
Wrenne Financial Planning LLC Lexington, KY 2/10/2026
WRIGHT INVESTORS SERVICE INC Shelton, CT 1/26/2026
Wright Wealth LLC Atlanta, GA 2/13/2026
WS MANAGEMENT LLLP Jacksonville, FL 2/17/2026
WT Asset Management Ltd Hong Kong, K3 1/29/2026
WT Wealth Management Scottsdale, AZ 2/2/2026
WULFF, HANSEN & CO. San Rafael, CA 2/3/2026
Wunderlich Capital Managemnt 8/14/2024
WuXi AppTec Co., Ltd. 11/8/2024
Wynn Capital, LLC Augusta, GA 1/13/2026
WYNNCHURCH CAPITAL PARTNERS IV, L.P. 11/12/2025
WYNNEFIELD CAPITAL INC New York, NY 2/13/2026
Wyrmwood Management LLC 1/2/2024
X-Square Capital, LLC Guaynabo, PR 2/11/2026
Xact Kapitalforvaltning AB 5/14/2020
Xcel Wealth Management, LLC Holly Hill, FL 1/26/2026
Xena Financial Planning, LLC Portland, OR 1/15/2026
Xiamen Xinweidachuang Investment Partnership (Limited Partnership) Xiamen, F4 2/6/2026
XL Group Investments Ltd 8/3/2018
XML Financial, LLC Bethesda, MD 2/11/2026
XN Exponent Advisors LLC 11/15/2021
XN LP New York, NY 2/17/2026
XPONANCE LLC Philadelphia, PA 2/12/2026
XR Securities LLC Chicago, IL 1/21/2026
XTX MARKETS LLC 1/25/2021
XTX Topco Ltd London, X0 2/17/2026
Xulu, Inc. 11/17/2015
XXEC, Inc. Tulsa, OK 3/5/2026
XXI WEALTH, LLC Chicago, IL 2/12/2026
XY Capital Ltd Central, K3 2/12/2026
XY Planning Network, Inc. Bozeman, MT 1/26/2026
Y-Intercept (Hong Kong) Ltd Hong Kong, K3 2/13/2026
Y.D. More Investments Ltd Ramat Gan, L3 1/21/2026
YACKTMAN ASSET MANAGEMENT LP Austin, TX 2/3/2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. Tel Aviv, L3 2/12/2026
Yakira Capital Management, Inc. Westport, CT 2/13/2026
YALE UNIVERSITY 11/14/2025
YANKCOM Partnership Yankton, SD 1/20/2026
Yanni & Associates Investment Advisors, LLC Wexford, PA 2/6/2026
Yarbrough Capital, LLC Franklin, TN 1/14/2026
Yardley Wealth Management LLC Yardley, PA 2/5/2026
YARGER WEALTH STRATEGIES, LLC Westerville, OH 1/22/2026
Yarra Square Partners LP 11/14/2025
Yaupon Capital Management LP New York, NY 2/17/2026
YCG, LLC Austin, TX 2/11/2026
Yelin Lapidot Holdings Management Ltd. Tel Aviv, L3 2/5/2026
Yellowstone Partners, LLC 1/24/2018
Yeomans Consulting Group, Inc. Marietta, GA 1/7/2026
YG PARTNERS, LLC 2/2/2018
YHB Investment Advisors, Inc. West Hartford, CT 1/16/2026
Yiheng Capital Management, L.P. San Francisco, CA 2/17/2026
YM Investment LTD 10/9/2014
Yoder Wealth Management, Inc. Walnut Creek, CA 1/22/2026
Yoffe Investment Management, LLC Lemoyne, PA 1/26/2026
Yong Rong (HK) Asset Management Ltd Sheung Wan, K3 1/30/2026
York Capital Management Global Advisors, LLC 11/14/2025
York GP, Ltd. Grand Cayman, E9 1/27/2026
YorkBridge Wealth Partners, LLC 1/26/2023
Yorktown Energy Partners IX, L.P. New York, NY 2/17/2026
YORKTOWN ENERGY PARTNERS V LP 5/16/2022
Yorktown Energy Partners VI LP 11/15/2021
Yorktown Energy Partners VII, L.P. 11/14/2022
Yorktown Energy Partners VIII, L.P. 8/14/2025
Yorktown Energy Partners X, L.P. New York, NY 2/17/2026
Yorktown Energy Partners XI, L.P. New York, NY 2/17/2026
Yorktown Management & Research Co Inc Forest, VA 1/23/2026
Yorkville Advisors Global, LP Mountainside, NJ 2/10/2026
YORKVILLE CAPITAL MANAGEMENT, LLC 2/16/2018
Yost Capital Management, LP Houston, TX 2/13/2026
Your Advocates Ltd., LLP Houston, TX 2/2/2026
YOUSIF CAPITAL MANAGEMENT, LLC Bloomfield Hills, MI 1/21/2026
YT Extraction Co Investment Partners, LP 8/16/2021
Yu Fan Central, Hong Kong, K3 2/18/2026
Yukon Wealth Management, Inc. Overland Park, KS 2/10/2026
Yunqi Capital Ltd Hong Kong, K3 2/10/2026
ZACKS INVESTMENT MANAGEMENT Chicago, IL 2/17/2026
ZAZOVE ASSOCIATES LLC Incline Village, NV 2/18/2026
ZBI Equities, L.L.C. 11/16/2015
ZBI Services, L.L.C. 11/14/2016
Zeal Asset Management Ltd 11/8/2023
Zebra Capital Management LLC 5/15/2023
Zega Financial, LLC 11/14/2024
ZEGA Investments, LLC Palm Beach Gardens, FL 1/27/2026
Zeit Capital LLC Greenwood Village, CO 1/26/2026
ZEKE CAPITAL ADVISORS, LLC 2/14/2023
ZEKE LP /PA 10/28/2014
Zelman Capital LLC 2/14/2017
Zenit Asset Management AB 2/16/2016
Zeno Equity Partners LLP London, X0 2/9/2026
Zeno Research, LLC 1/25/2024
Zenyatta Capital Management LP 4/17/2024
ZESIGER CAPITAL GROUP LLC 2/13/2015
ZEVENBERGEN CAPITAL INVESTMENTS LLC Edmonds, WA 1/15/2026
ZEVIN ASSET MANAGEMENT LLC Boston, MA 2/12/2026
Zhang Financial LLC Portage, MI 2/10/2026
Ziegler Capital Management, LLC 5/15/2024
Ziff Brothers Investments, L.L.C. 11/14/2019
Zimmer Partners, LP New York, NY 2/17/2026
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 1/23/2025
Zinnia Wealth Advisory, LLC Ocala, FL 2/13/2026
Zions Bancorporation 11/2/2018
Zions Bancorporation, N.A. 2/11/2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Salt Lake City, UT 2/11/2026
Zions Trust, National Association 1/12/2015
Zoom Video Communications, Inc. 11/12/2024
ZPR Investment Management 11/14/2019
Zuckerman Investment Group, LLC Chicago, IL 2/13/2026
Zullo Investment Group, Inc. Scranton, PA 1/26/2026
Zurcher Kantonalbank (Zurich Cantonalbank) Zurich, V8 1/27/2026
Zurich Insurance Group Ltd/FI Zurich, V8 2/17/2026
ZWEIG ADVISERS LLC 11/14/2017
Zweig-DiMenna Associates LLC New York, NY 2/10/2026
ZWJ INVESTMENT COUNSEL INC Atlanta, GA 1/23/2026
ZynergyRetirementPlanningLLC Red Bank, NJ 1/9/2026