Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Woodline Partners LP San Francisco, CA 8/14/2026
WOODMONT INVESTMENT COUNSEL LLC Nashville, TN 7/27/2026
Woodside Wealth Management LLC Framingham, MA 7/24/2026
Woodson Capital Management, LP Greenwich, CT 8/14/2026
WOODSTOCK CORP Boston, MA 7/13/2026
WoodTrust Financial Corp Wisconsin Rapids, WI 7/27/2026
WOODWARD DIVERSIFIED CAPITAL, LLC Bakersfield, CA 7/28/2026
Woodward Financial Advisors, Inc. Chapel Hill, NC 8/14/2026
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 7/14/2025
Working Capital Advisors (UK) Ltd. London, X0 8/6/2026
World Asset Management Inc 11/10/2021
WORLD EQUITY GROUP, INC. Schaumburg, IL 7/9/2026
World Investment Advisors Lincroft, NJ 8/13/2026
WORLDLY PARTNERS MANAGEMENT, LLC Needham, MA 8/7/2026
WORLDQUANT MILLENNIUM ADVISORS LLC New York, NY 8/14/2026
WORMSER FRERES GESTION Paris, I0 7/16/2026
Worth Asset Management, LLC Dallas, TX 7/8/2026
Worth Financial Advisory Group, LLC Charlotte, NC 7/30/2026
Worth Venture Partners, LLC Fort Lee, NJ 8/10/2026
Worthington Financial Partners, LLC Worthington, OH 7/21/2026
WorthPointe, LLC La Jolla, CA 7/31/2026
WP Advisors, LLC San Francisco, CA 7/29/2026
WPG Advisers, LLC Baltimore, MD 8/5/2026
WPWealth LLP Fort Worth, TX 8/10/2026
WR Wealth Planners, LLC 2/5/2025
WRAPMANAGER INC Mill Valley, CA 8/5/2026
Wrenne Financial Planning LLC Lexington, KY 7/27/2026
WRIGHT INVESTORS SERVICE INC Shelton, CT 8/5/2026
Wright Wealth LLC Atlanta, GA 7/29/2026
WS MANAGEMENT LLLP Jacksonville, FL 8/14/2026
WT Asset Management Ltd Hong Kong, K3 8/7/2026
WT Wealth Management Scottsdale, AZ 7/22/2026
WULFF, HANSEN & CO. San Rafael, CA 8/5/2026
Wunderlich Capital Managemnt 8/14/2024
WuXi AppTec Co., Ltd. 11/8/2024
Wynn Capital, LLC Augusta, GA 7/8/2026
WYNNCHURCH CAPITAL PARTNERS IV, L.P. 11/12/2025
WYNNEFIELD CAPITAL INC New York, NY 8/14/2026
Wyrmwood Management LLC 1/2/2024
X ADVISORS, LLC Santa Maria, CA 8/11/2026
X-Square Capital, LLC Guaynabo, PR 8/12/2026
Xact Kapitalforvaltning AB 5/14/2020
Xcel Wealth Management, LLC Holly Hill, FL 7/24/2026
XCELSIOR ADVISOR PARTNERS LLC Scottsdale, AZ 8/14/2026
Xena Financial Planning, LLC Portland, OR 7/21/2026
Xiamen Xinweidachuang Investment Partnership (Limited Partnership) Xiamen, F4 8/10/2026
XL Group Investments Ltd 8/3/2018
XML Financial, LLC Bethesda, MD 7/24/2026
XN Exponent Advisors LLC 11/15/2021
XN LP New York, NY 8/14/2026
XP Advisory US, Inc. Miami, FL 7/30/2026
XPONANCE LLC Philadelphia, PA 8/10/2026
XR Securities LLC Chicago, IL 1/21/2026
XTX MARKETS LLC 1/25/2021
XTX Topco Ltd London, X0 8/14/2026
Xulu, Inc. 11/17/2015
XXEC, Inc. Tulsa, OK 8/17/2026
XXI WEALTH, LLC Chicago, IL 8/14/2026
XY Capital Ltd Central, K3 8/11/2026
XY Planning Network, Inc. Bozeman, MT 7/14/2026
Y-Intercept (Hong Kong) Ltd Hong Kong, K3 7/13/2026
Y.D. More Investments Ltd Ramat Gan, L3 8/5/2026
YACKTMAN ASSET MANAGEMENT LP Austin, TX 8/11/2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. Tel Aviv, L3 7/21/2026
Yakira Capital Management, Inc. Westport, CT 8/13/2026
YALE UNIVERSITY 11/14/2025
YANKCOM Partnership Yankton, SD 7/21/2026
Yanni & Associates Investment Advisors, LLC Wexford, PA 7/8/2026
Yarbrough Capital, LLC Franklin, TN 8/10/2026
Yardley Wealth Management LLC Yardley, PA 7/16/2026
YARGER WEALTH STRATEGIES, LLC Westerville, OH 7/14/2026
Yarra Square Partners LP 11/14/2025
Yaupon Capital Management LP New York, NY 8/14/2026
YCG, LLC Austin, TX 8/12/2026
Yelin Lapidot Holdings Management Ltd. Tel Aviv, L3 8/3/2026
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 7/14/2026
Yiheng Capital Management, L.P. San Francisco, CA 8/14/2026
YM Investment LTD 10/9/2014
Yoder Wealth Management, Inc. Walnut Creek, CA 7/22/2026
Yoffe Investment Management, LLC Lemoyne, PA 7/9/2026
Yong Rong (HK) Asset Management Ltd Sheung Wan, K3 8/5/2026
York Capital Management Global Advisors, LLC 11/14/2025
York GP, Ltd. Grand Cayman, E9 7/22/2026
YorkBridge Wealth Partners, LLC 1/26/2023
Yorktown Energy Partners IX, L.P. New York, NY 8/14/2026
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 8/14/2026
Yorktown Energy Partners XI, L.P. New York, NY 8/14/2026
Yorktown Management & Research Co Inc Forest, VA 7/23/2026
Yorkville Advisors Global, LP Mountainside, NJ 8/6/2026
YORKVILLE CAPITAL MANAGEMENT, LLC 2/16/2018
Yost Capital Management, LP Houston, TX 2/13/2026
Your Advocates Ltd., LLP Houston, TX 8/5/2026
YOUSIF CAPITAL MANAGEMENT, LLC Bloomfield Hills, MI 7/16/2026
YT Extraction Co Investment Partners, LP 8/16/2021
Yu Fan Central, Hong Kong, K3 8/14/2026
Yukon Wealth Management, Inc. Overland Park, KS 8/14/2026
Yunqi Capital Ltd Hong Kong, K3 8/5/2026
Z3 Capital Partners, LLC Richmond, VA 7/28/2026
ZACKS INVESTMENT MANAGEMENT Chicago, IL 8/13/2026
ZAZOVE ASSOCIATES LLC Incline Village, NV 7/16/2026
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 7/31/2026
Zeit Capital LLC Greenwood Village, CO 8/6/2026
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
ZENITH SOLUTIONS, INC. Philadelphia, PA 8/3/2026
Zeno Equity Partners LLP London, X0 8/14/2026
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 7/15/2026
ZEVIN ASSET MANAGEMENT LLC Boston, MA 8/6/2026
Zhang Financial LLC Portage, MI 7/30/2026
Ziegler Capital Management, LLC 5/15/2024
Ziff Brothers Investments, L.L.C. 11/14/2019
Zimmer Partners, LP New York, NY 8/14/2026
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 1/23/2025
Zinnia Wealth Advisory, LLC Ocala, FL 7/30/2026
Zions Bancorporation 11/2/2018
Zions Bancorporation, N.A. 2/11/2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Salt Lake City, UT 7/31/2026
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 8/14/2026
Zullo Investment Group, Inc. Scranton, PA 7/31/2026
Zurcher Kantonalbank (Zurich Cantonalbank) Zurich, V8 8/11/2026
Zurich Insurance Group Ltd/FI Zurich, V8 8/14/2026
ZWEIG ADVISERS LLC 11/14/2017
Zweig-DiMenna Associates LLC New York, NY 8/13/2026
ZWJ INVESTMENT COUNSEL INC Atlanta, GA 7/16/2026
ZynergyRetirementPlanningLLC Red Bank, NJ 7/17/2026