Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Bain Capital Public Equity, LP Boston, MA 2/17/2026
BAIN CAPITAL VENTURE INVESTORS, LLC Boston, MA 2/17/2026
BAINCO INTERNATIONAL INVESTORS 1/12/2021
Baines Creek Capital, LLC 5/15/2019
Baird Financial Group, Inc. Milwaukee, WI 2/13/2026
BAIRD ROBERT W & CO INC /WI/ 5/13/2015
Bakala Capital LLC Greenville, SC 2/13/2026
Baker Avenue Asset Management, LP San Francisco, CA 2/10/2026
BAKER BOYER NATIONAL BANK Walla Walla, WA 2/3/2026
BAKER BROS. ADVISORS LP New York, NY 2/17/2026
Baker Chad R Perrysburg, OH 1/13/2026
Baker Ellis Asset Management LLC Vancouver, WA 1/21/2026
Baker Hughes Holdings LLC 11/14/2024
Baker Street Capital Management, LLC 11/14/2016
BAKER TILLY WEALTH MANAGEMENT, LLC Madison, WI 1/8/2026
BALANCE CAPITAL PARTNERS L.P. New York, NY 2/13/2026
Balance Wealth, LLC Delaware, OH 1/21/2026
Balanced Rock Investment Advisors LLC Roslindale, MA 2/13/2026
BALANCED WEALTH GROUP LLC Westlake, OH 1/13/2026
BALASA DINVERNO & FOLTZ LLC 10/25/2022
Balboa Wealth Partners Scottsdale, AZ 1/16/2026
BALCH HILL CAPITAL LLC 11/16/2020
Baldrige Asset Management LLC 4/17/2023
Baldwin Investment Management, LLC West Conshohocken, PA 2/13/2026
BALDWIN WEALTH PARTNERS LLC/MA Marion, MA 1/7/2026
Balefire, LLC Dallas, TX 1/12/2026
Balentine LLC Atlanta, GA 2/2/2026
BALESTRA CAPITAL LTD. 11/9/2015
Ball & Co Wealth Management Inc. Franklin, TN 1/23/2026
BALLAST ADVISORS LLC Woodbury, MN 2/3/2026
Ballast Asset Management, LP Dallas, TX 2/9/2026
Ballast Financial Advisors LLC West Chester, PA 2/17/2026
Ballast Rock Private Wealth LLC Charleston, SC 2/4/2026
Ballast, Inc. Lexington, KY 2/3/2026
Ballentine Capital Advisors, Inc Greenville, SC 2/2/2026
Ballentine Partners, LLC Waltham, MA 2/3/2026
Ballew Advisors, Inc Jackson, MS 1/14/2026
Balter Liquid Alternatives, LLC 7/31/2019
BALTIMORE CAPITAL MANAGEMENT, INC 5/14/2019
Baltimore-Washington Financial Advisors, Inc. Columbia, MD 2/13/2026
BALYASNY ASSET MANAGEMENT L.P. Chicago, IL 2/17/2026
BAM Wealth Management, LLC Lakewood, CO 1/20/2026
BAMCO INC /NY/ New York, NY 2/17/2026
BANBURY PARTNERS LLC 8/16/2021
BANC FUNDS CO LLC Chicago, IL 2/12/2026
BANCED CORP 4/9/2019
BancFirst Trust & Investment Management Oklahoma City, OK 4/1/2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Madrid, U3 2/17/2026
Banco BTG Pactual S.A. Rio De Janeiro, D5 2/12/2026
Banco BTG Pactual SA 2/17/2016
Banco de Sabadell, S.A Miami, FL 2/9/2026
Banco Santander, S.A. Madrid, U3 3/5/2026
BANCORPSOUTH INC 11/14/2017
Bancreek Capital Management, LP Santa Monica, CA 2/10/2026
Bandera Partners LLC Brooklyn, NY 2/13/2026
Bangor Savings Bank Bangor, ME 4/1/2026
Bank & Trust Co Litchfield, IL 1/13/2026
BANK HAPOALIM BM Tel Aviv, L3 2/17/2026
Bank Julius Baer & Co. Ltd, Zurich Zurich, V8 2/5/2026
BANK OF AMERICA CORP /DE/ Charlotte, NC 2/17/2026
BANK OF EDWARDSVILLE 10/17/2019
Bank of Finland Helsinki, H9 1/15/2026
BANK OF HAWAII Honolulu, HI 3/3/2026
Bank of Italy Rome, L6 1/27/2026
Bank of Jackson Hole Trust Jackson, WY 2/12/2026
Bank of Kentucky, Inc. 4/28/2015
BANK OF KOREA Seoul, M5 2/11/2026
Bank of Marin Novato, CA 2/17/2026
BANK OF MONTREAL /CAN/ Toronto, A6 2/12/2026
Bank of New Hampshire Laconia, NH 3/16/2026
Bank of New York Mellon Corp New York, NY 2/10/2026
BANK OF NOVA SCOTIA Toronto, A6 2/13/2026
BANK OF NOVA SCOTIA TRUST CO Toronto, A6 2/12/2026
BANK OF STOCKTON Stockton, CA 1/21/2026
BANK OF THE WEST 2/1/2023
Bank OZK Little Rock, AR 2/17/2026
BANK PICTET & CIE (ASIA) LTD 7/16/2024
Bank Pictet & Cie (Europe) AG Frankfurt Am Main, 2M 1/16/2026
BANKERS TRUST CO 8/15/2014
BANKERS TRUST CO CEDAR RAPIDS 8/15/2014
BANKERS TRUST CO OF SOUTH DAKOTA 8/15/2014
BankPlus Trust Department Jackson, MS 1/27/2026
BankPlus Wealth Management LLC Jackson, MS 2/4/2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC Lewisville, TX 1/7/2026
Banque Cantonale Vaudoise Lausanne, V8 2/6/2026
Banque de Luxembourg S.A. Luxembourg, N4 1/21/2026
BANQUE PICTET & CIE SA Geneva 73, V8 1/16/2026
Banque Transatlantique SA Paris, I0 2/26/2026
BANTA ASSET MANAGEMENT LP Newport Beach, CA 2/9/2026
BANTAMAC CAPITAL, LLC Chicago, IL 2/10/2026
BANYAN CAPITAL MANAGEMENT, INC. Atlanta, GA 2/2/2026
Banyan Partners, LLC 11/14/2014
BAR HARBOR TRUST SERVICES 8/11/2022
BAR HARBOR WEALTH MANAGEMENT Concord, NH 1/22/2026
Barbara Oil Co. Chicago, IL 2/17/2026
Barber Financial Group, Inc. 5/4/2023
BARCLAYS PLC London, X0 3/31/2026
BARD ASSOCIATES INC Chicago, IL 2/13/2026
Bard Financial Services, Inc. 10/17/2025
Barden Capital Management, Inc. Austin, TX 1/6/2026
BARDIN HILL MANAGEMENT PARTNERS LP New York, NY 2/17/2026
Bare Financial Services, Inc Gap, PA 2/6/2026
Bares Capital Management, Inc. 11/14/2025
BARING ASSET MANAGEMENT Ltd 10/26/2017
Baring Financial LLC Bellingham, WA 1/7/2026
Baring Fintech Fund III Managers Ltd St Peter Port, Y7 2/13/2026
Baring Fintech Manager Holding Ltd Castel, Y7 2/13/2026
Baring International Investment Ltd London, X0 7/21/2014
BARINGS LLC Charlotte, NC 2/12/2026
Barings Real Estate Advisers LLC 2/1/2017
BARINGTON COMPANIES MANAGEMENT, LLC New York, NY 2/13/2026
Barker Partnership L.P. 5/15/2020
BARLOW WEALTH PARTNERS, LLC Louisville, KY 1/15/2026
Barnes Dennig Private Wealth Management LLC Cincinnati, OH 1/14/2026
BARNES PETTEY FINANCIAL ADVISORS, LLC Clarksdale, MS 1/30/2026
Barnes Wealth Management Group, Inc Bakersfield, CA 2/24/2026
Barnett & Company, Inc. Chattanooga, TN 2/12/2026
BAROMETER CAPITAL MANAGEMENT INC. Toronto, A6 2/12/2026
Baron Financial Group, LLC Fair Lawn, NJ 1/9/2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Boca Raton, FL 2/6/2026
Baron Wealth Management LLC Troy, MI 1/14/2026
BARR E S & CO Lexington, KY 2/5/2026
BARRETT & COMPANY, INC. Providence, RI 1/28/2026
Barrett Asset Management, LLC 5/16/2022
Barrier Capital Management, LLC San Francisco, CA 2/13/2026
Barrington Strategic Wealth Management Group LLC 10/31/2017
BARROW HANLEY MEWHINNEY & STRAUSS LLC Dallas, TX 2/11/2026
Barry Investment Advisors, LLC New Bedford, MA 2/9/2026
Bartlett & Co. LLC 1/8/2024
BARTLETT & CO. WEALTH MANAGEMENT LLC Cincinnati, OH 1/22/2026
Barton Investment Management West Conshohocken, PA 1/21/2026
Base Wealth Management LLC Lakewood Ranch, FL 1/21/2026
Basepoint Wealth LLC Cedar Rapids, IA 2/10/2026
Baskin Financial Services Inc. Toronto, A6 1/27/2026
Bass Edward P Fort Worth, TX 2/5/2026
BASS LEE M /TX/ Fort Worth, TX 2/5/2026
BASS SID R Fort Worth, TX 2/5/2026
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 10/26/2023
BASSO CAPITAL MANAGEMENT, L.P. Stamford, CT 2/17/2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. New York, NY 2/13/2026
Bastion Asset Management Inc. Montreal, Z4 2/6/2026
Bath Savings Trust Co Bath, ME 1/12/2026
Battery Global Advisors, LLC Boston, MA 2/13/2026
Battery Management Corp. Boston, MA 2/17/2026
Battery Partners IX, LLC 11/16/2020
Battery Partners VII, LLC 11/13/2017
Battery Partners VIII, LLC 11/14/2019
Baugh & Associates, LLC Atlanta, GA 1/14/2026
Bauman Advisory Group, LLC Las Vegas, NV 2/20/2026
BAUPOST GROUP LLC/MA Boston, MA 2/13/2026
Bawa N Mallick Trust Forest Hills, NY 3/12/2026
BAXTER BROS INC Riverside, CT 1/26/2026
Bay Capital Advisors, LLC Virginia Beach, VA 1/16/2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord, MA 2/13/2026
Bay Harbor Wealth Management, LLC Hunt Valley, MD 2/2/2026
Bay Management Co XI LLC 2/13/2018
Bay Rivers Group Williamsburg, VA 1/7/2026
Bay Street Capital Partners LLC 5/15/2018
BAYBAN Bayport, MN 3/5/2026
Bayberry Capital Partners LP New York, NY 2/17/2026
BayBridge Capital Group, LLC Livermore, CA 1/16/2026
Bayesian Capital Management, LP Brooklyn, NY 2/17/2026
Bayforest Capital Ltd London, X0 1/27/2026
Bayhunt Capital LLC Mill Valley, CA 1/23/2026
Baymount Management LP 2/14/2025
BAYOU CITY ENERGY MANAGEMENT LLC 2/14/2019
Baypointe Partners LLC Stamford, CT 2/2/2026
BAYSHORE ASSET MANAGEMENT, LLC Coral Gables, FL 1/8/2026
Bayshore Capital Advisors, LLC Tampa, FL 2/5/2026
Baystate Wealth Management LLC 1/29/2024
Bayview Asset Management, LLC Coral Gables, FL 2/13/2026
BB BIOTECH AG 5/13/2019
BB&T INVESTMENT SERVICES, INC. 2/15/2018
BB&T SECURITIES, LLC 10/30/2019
BBFIT INVESTMENTS PTE LTD Singapore, U0 2/17/2026
BBJS FINANCIAL ADVISORS, LLC 10/15/2024
BBR PARTNERS, LLC New York, NY 2/11/2026
BBT Capital Management, LLC 11/10/2020
BBVA USA 11/4/2021
BBVA USA Bancshares, Inc. 4/23/2021
BC Gestao de Recursos Ltda. 11/13/2023
BC Partners Advisors L.P. 2/14/2025
BC Partners PE LP New York, NY 2/17/2026
BCBSM, Inc. 2/15/2022
BCGM Wealth Management, LLC Lafayette, IN 1/7/2026
BCI SECURITIES, INC. Miami, FL 2/17/2026
BCK CAPITAL MANAGEMENT LP Stamford, CT 2/11/2026
BCK Partners, Inc. Corning, NY 1/28/2026
BCM ADVISORS, LLC Lafayette, LA 1/26/2026
BCO Wealth Management LLC Carlsbad, NM 1/14/2026
BCR Wealth Strategies, LLC Vestavia, AL 1/23/2026
BCS Private Wealth Management, Inc. Rumson, NJ 1/26/2026
BCS Wealth Management Johnson City, TN 1/26/2026
BCU Wealth Advisors, LLC Vernon Hills, IL 1/30/2026
BCV Asset Management Inc. Winnipeg, A2 2/17/2026
BCWM, LLC Overland Park, KS 2/11/2026
BDF-GESTION Paris, I0 1/9/2026
BDFS Capital LLC Rehoboth Beach, DE 2/26/2026
BDL CAPITAL MANAGEMENT 1/9/2024
BDO Wealth Advisors, LLC 8/1/2023