Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
BDT CAPITAL PARTNERS, LLC Chicago, IL 2/17/2026
BEACH INVESTMENT COUNSEL INC/PA 4/14/2025
Beach Investment Management, LLC. 5/5/2020
Beach Point Capital Management LP Santa Monica, CA 2/10/2026
BEACON ADVISORS HOLDINGS, LLC Austin, TX 2/27/2026
Beacon Bank & Trust Boston, MA 2/17/2026
Beacon Bridge Wealth Partners, LLC Lower Gwynedd, PA 1/27/2026
Beacon Capital Management, Inc. Dayton, OH 2/12/2026
Beacon Capital Management, LLC Franklin, TN 2/13/2026
Beacon Financial Advisory LLC Cleveland, OH 2/17/2026
BEACON FINANCIAL GROUP Dallas, TX 4/1/2026
BEACON FINANCIAL PLANNING, INC Hyannis, MA 1/22/2026
Beacon Financial Strategies CORP Raleigh, NC 4/8/2026
Beacon Harbor Wealth Advisors, Inc. Virginia Beach, VA 1/23/2026
BEACON INVESTMENT ADVISORS LLC Gaithersburg, MD 2/17/2026
BEACON INVESTMENT ADVISORY SERVICES, INC. Morristown, NJ 1/16/2026
Beacon Pointe Advisors, LLC Newport Beach, CA 2/18/2026
Beacon Pointe Wealth Advisors, LLC 2/14/2020
BEACON TRUST CO 5/9/2017
Beacon Wealthcare LLC Raleigh, NC 4/1/2026
Beacon Wealthcare, Inc 2/10/2021
BEACONLIGHT CAPITAL, LLC New York, NY 2/17/2026
Beaird Harris Wealth Management, LLC Dallas, TX 2/23/2026
BEAM WEALTH ADVISORS, INC. Covington, LA 2/4/2026
Bear Mountain Capital, Inc. Seattle, WA 1/22/2026
BEARING POINT CAPITAL, LLC Bloomington, MN 2/10/2026
Beartown Capital Management, LLC Huntington Woods, MI 2/18/2026
Beaton Management Co. Inc. Haverhill, MA 2/10/2026
Beaumont Asset Management, L.L.C. Beaumont, TX 1/21/2026
Beaumont Financial Advisors, LLC Needham, MA 1/16/2026
Beaumont Financial Partners, LLC 11/14/2022
Beck Bode, LLC Dedham, MA 2/9/2026
BECK CAPITAL MANAGEMENT, LLC Austin, TX 2/13/2026
BECK MACK & OLIVER LLC New York, NY 2/12/2026
BECKER CAPITAL MANAGEMENT INC Portland, OR 2/13/2026
Beckerman Institutional, LLC Ocean Grove, NJ 2/10/2026
BEDDOW CAPITAL MANAGEMENT INC Jackson, WY 2/11/2026
BEDEL FINANCIAL CONSULTING INC 11/1/2023
Bedel Financial Consulting, Inc. Indianapolis, IN 1/28/2026
Bedell Frazier Investment Counselling, LLC Walnut Creek, CA 2/17/2026
Bedford Ridge Capital LP 11/14/2022
Bedlam Asset Management plc London, X0 2/11/2014
Bedminster, LLC Bluffton, SC 2/5/2026
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 10/17/2025
BEECHER INVESTORS INC 11/10/2022
BEESE FULMER INVESTMENT MANAGEMENT, INC. Canton, OH 2/5/2026
Beirne Wealth Consulting Services, LLC Shelton, CT 1/29/2026
BEL AIR INVESTMENT ADVISORS LLC 8/16/2021
Belfer Management LLC New York, NY 2/3/2026
Bell & Brown Wealth Advisors, LLC Newport Beach, CA 1/30/2026
Bell Asset Management Ltd Melbourne, C3 2/17/2026
Bell Bank Fargo, ND 1/14/2026
Bell Investment Advisors, Inc Orinda, CA 2/24/2026
Bell Rock Capital LLC 10/28/2022
Belleair Asset Management, LLC Belleair Bluffs, FL 1/30/2026
Bellecapital International Ltd. Zurich, V8 2/2/2026
Bellevue Asset Management AG 2/12/2016
BELLEVUE ASSET MANAGEMENT, LLC Bellevue, WA 1/23/2026
Bellevue Group AG Zurich, V8 2/17/2026
Bellwether Advisors, LLC Lincoln, NE 2/9/2026
Bellwether Investment Group, LLC 2/5/2018
Belmont Capital, LLC 8/12/2025
Belmont Global Advisors, Inc. 11/14/2016
Belpointe Asset Management LLC Reno, NV 1/27/2026
Belvedere Advisors LLC 9/24/2019
Belvedere Trading LLC Chicago, IL 2/10/2026
Benchmark Capital Advisors 2/11/2019
Benchmark Financial Wealth Advisors, LLC Boca Raton, FL 1/27/2026
Benchmark Financial, LLC Wilmington, DE 1/27/2026
Benchmark Investment Advisors LLC 11/13/2025
Benchmark Wealth Management, LLC 7/18/2025
Benchstone Capital Management LP New York, NY 2/17/2026
BENDER ROBERT & ASSOCIATES Pasadena, CA 1/29/2026
Benedetti & Gucer, Inc. 5/7/2024
BENEDICT FINANCIAL ADVISORS INC Atlanta, GA 1/27/2026
Benefit Street Partners LLC New York, NY 1/22/2026
Benin Management CORP Wilton, CT 1/12/2026
BENJAMIN EDWARDS INC Clayton, MO 2/2/2026
BENJAMIN F. EDWARDS & COMPANY, INC. 8/12/2024
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT Texarkana, TX 4/1/2026
BENNETT LAWRENCE MANAGEMENT L L C/NY 2/16/2016
BENNETT SELBY INVESTMENTS LP Falmouth, ME 1/8/2026
BENNICAS & ASSOCIATES, INC. 3/1/2023
BENNINGFIELD FINANCIAL ADVISORS, LLC San Francisco, CA 1/27/2026
Bensler, LLC Bellevue, WA 2/4/2026
Benson Investment Management Company, Inc. Roanoke, VA 1/27/2026
Benson Wealth Management INC Ooltewah, Tn, TN 2/12/2026
Berbice Capital Management LLC Melville, NY 2/6/2026
BerganKDV Wealth Management, LLC 7/24/2023
Berger Financial Group, Inc Plymouth, MN 1/27/2026
Berkeley Capital Partners, LLC Milton, GA 2/5/2026
Berkeley, Inc Boise, ID 1/26/2026
BERKLEY W R CORP Greenwich, CT 2/13/2026
BERKSHIRE ASSET MANAGEMENT LLC/PA Wilkes Barre, PA 2/17/2026
BERKSHIRE CAPITAL HOLDINGS INC San Jose, CA 2/9/2026
BERKSHIRE HATHAWAY INC Omaha, NE 2/17/2026
Berkshire Money Management, Inc. Dalton, MA 1/27/2026
Berkshire Partners LLC Boston, MA 2/17/2026
Berman Capital Advisors, LLC 10/7/2021
Berman McAleer LLC Timonium, MD 2/5/2026
Bernard Wealth Management Corp. Royal Oak, MI 1/15/2026
Bernardo Wealth Planning LLC Harleysville, PA 1/26/2026
Bernicke Wealth Management, Ltd. 8/19/2020
BERNZOTT CAPITAL ADVISORS Camarillo, CA 2/3/2026
BERRY GROUP, LLC 2/11/2021
Berry Street Capital Management LLP 11/13/2023
Berry Wealth Group, LP Granbury, TX 2/4/2026
BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C. 1/22/2024
Beryl Capital Management LLC Redondo Beach, CA 2/17/2026
BERYLSON CAPITAL PARTNERS, LLC 11/14/2024
BESSEMER GROUP INC Woodbridge, NJ 2/5/2026
BESSEMER SECURITIES LLC 11/6/2024
Bestgate Wealth Advisors, LLC Frederick, MD 1/16/2026
Beta Wealth Group, Inc. San Diego, CA 2/13/2026
BETO FINANCIAL GROUP, LLC Boise, ID 2/10/2026
Better Money Decisions, LLC 8/8/2025
Betterment LLC New York, NY 2/12/2026
BetterWealth, LLC San Jose, CA 1/15/2026
Beutel, Goodman & Co Ltd. Toronto, A6 2/13/2026
Beverly Hills Private Wealth, LLC Beverly Hills, CA 2/17/2026
Bey-Douglas LLC Marietta, GA 2/13/2026
BFAM Partners (Cayman) Ltd 11/13/2024
BFI Infinity Ltd. Zurich, V8 1/14/2026
BFI Wealth Solutions, LLC Dallas, TX 2/19/2026
BFSG, LLC Irvine, CA 1/22/2026
BG Investment Services, LLC Hagatna, GU 2/5/2026
BHF Kleinwort Benson Group S.A. 5/9/2016
BHF RG Capital Inc. 2/3/2022
BHK Investment Advisors, LLC Birmingham, AL 2/3/2026
BHR Capital LLC 5/15/2017
BHZ CAPITAL MANAGEMENT, LP 8/14/2024
BI Asset Management Fondsmaeglerselskab A/S Kobenhavn, G7 2/11/2026
BI Partners LLC 10/27/2014
Bickling Financial Services, Inc. 1/31/2023
Biechele Royce Advisors 10/29/2024
BIEGEL & WALLER LLC 10/15/2019
Bienville Capital Management, LLC New York, NY 2/17/2026
Bigelow Investment Advisors, LLC Portland, ME 1/28/2026
BIGLARI CAPITAL CORP. San Antonio, TX 2/17/2026
BIGLARI HOLDINGS INC. 11/14/2014
BIGLARI, SARDAR San Antonio, TX 2/17/2026
BigSur Wealth Management LLC Miami, FL 1/27/2026
Bill & Melinda Gates Foundation 11/14/2024
Bill Few Associates, Inc. Sewickley, PA 4/8/2026
BILLINGS CAPITAL MANAGEMENT, LLC 2/14/2022
Biltmore Capital Advisors LLC 2/8/2022
Biltmore Family Office, LLC Charlotte, NC 2/4/2026
Biltmore Wealth Management, LLC Tempe, AZ 1/16/2026
BINGHAM OSBORN & SCARBOROUGH LLC 1/5/2022
BINGHAM PRIVATE WEALTH, LLC San Francisco, CA 1/23/2026
Binnacle Investments Inc 11/14/2025
Biomark Capital Management Co. LLC 10/24/2018
Biondo Investment Advisors, LLC Milford, PA 2/13/2026
BIOS Capital Management, LP Fort Worth, TX 2/13/2026
BIP Alliance, LLC 7/31/2025
BIP Wealth, LLC Atlanta, GA 1/21/2026
Birch Capital Management, LLC Dallas, TX 2/3/2026
BIRCH FINANCIAL GROUP, LLC Keene, NH 1/15/2026
Birch Grove Capital LP 11/14/2024
Birch Hill Investment Advisors LLC Boston, MA 1/27/2026
Birch Run Capital Advisors, LP 11/14/2022
BIRCHBROOK, INC. Bangor, ME 4/8/2026
Birchcreek Wealth Management, LLC Miami Township, OH 1/16/2026
Birchview Capital, LP Burlington, VT 2/13/2026
Birchwood Financial Partners, Inc. Bloomington, MN 2/19/2026
BIRINYI ASSOCIATES INC Westport, CT 2/10/2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL Birmingham, AL 2/12/2026
Birnam Oak Advisors, LP New York, NY 2/17/2026
Bishop & Co Investment Management, LLC Erie, PA 1/21/2026
Bishop Rock Capital, L.P. 11/13/2023
BISLETT MANAGEMENT, LLC Palo Alto, CA 2/17/2026
Bison Wealth, LLC 2/14/2025
Bison Wealth, LLC Atlanta, GA 3/24/2026
BIT Capital GmbH Berlin, 2M 2/11/2026
BITTERROOT CAPITAL ADVISORS LLC Bozeman, MT 2/17/2026
BIVIN & ASSOCIATES, INC. 8/11/2022
BKM Wealth Management, LLC Brookfield, WI 1/29/2026
BKS ADVISORS, LLC 4/16/2019
Black Creek Investment Management Inc. Toronto, A6 2/13/2026
Black Cypress Capital Management, LLC Ponte Vedra Beach, FL 2/10/2026
Black Diamond Capital Management I, LLLP St. Thomas, VI 2/17/2026
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 8/14/2025
Black Diamond Financial, LLC Towson, MD 2/3/2026
Black Maple Capital Management LP Milwaukee, WI 2/17/2026
BLACK POINT WEALTH MANAGEMENT 7/17/2025
Black River Asset Management LLC 8/15/2016
Black Swift Group, LLC Boulder, CO 2/10/2026
black-and-white Capital LP 8/16/2021
BlackBarn Capital Partners LP New York, NY 2/17/2026
Blackcrane Capital, LLC 5/12/2022
BlackDiamond Wealth Management, LLC New York, NY 2/10/2026
Blackhawk Capital Partners, LLC Thiensville, WI 2/4/2026
BLACKHILL CAPITAL INC Morristown, NJ 2/13/2026
BLACKROCK ADVISORS LLC 2/10/2017
BlackRock Fund Advisors 2/10/2017
BlackRock Group LTD 2/10/2017
BlackRock Inc. 8/13/2024
BlackRock Institutional Trust Company, N.A. 2/10/2017
BlackRock Investment Management, LLC 2/10/2017
BlackRock Japan Co. Ltd 2/10/2017