Institutions

Browse 20,681 institutional 13F filers

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Filers

8,827

Positions

1,971,850

Aggregate AUM

$79.8T

Report date

Jun 30, 2026

4 months ago

Recently Filed

Top 10 by submission date

FOUAD AHMED
Q/E Nov 6, 2026 · Filed 1d
Rothwell Investment Advisors, LLC
Q/E Sep 30, 2026 · Filed 1d
Kingsway Capital Partners Ltd
Q/E Sep 30, 2025 · Filed 1d
Seal Cove Capital, LLC
Q/E Sep 30, 2026 · Filed 1d
Isabella Capital Management LLP
Q/E Sep 30, 2026 · Filed 1d
Wellington Grp LLC
Q/E Sep 30, 2026 · Filed 1d
Crystal Cove Asset Management, LLC
Q/E Sep 30, 2026 · Filed 1d
Titiun Yejiel
Q/E Sep 30, 2026 · Filed 1d
John A. Wolfe & Associates, Inc.
Q/E Sep 30, 2026 · Filed 1d
Financial Concepts Unlimited, Inc.
Q/E Sep 30, 2026 · Filed 1d

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Name	Rank	Size	Latest AUM	Positions	As of
DIMENSION CAPITAL MANAGEMENT LLC Coral Gables, FL	#2,776	Small	$859,177,834	101	Jun 30, 2026 Filed Aug 14
Dinakar Munagala	—	—	—	—	—
Dingxin Sun	—	—	—	—	—
DINSMORE CAPITAL MANAGEMENT CO/NJ Morristown, NJ	—	—	—	—	—
DiNuzzo Private Wealth, Inc. BEAVER, PA	#2,509	Mid	$1,005,803,332	1,265	Sep 30, 2026 Filed Oct 16
DiPaolo Financial Group, Inc. LUTZ, FL	#7,353	Small	$153,067,733	38	Jun 30, 2026 Filed Jul 9
Dipender Saluja	—	—	—	—	—
DIP SPV I, L.P.	—	—	—	—	—
Directional Asset Management ARLINGTON HEIGHTS, IL	#8,057	Small	$122,878,122	74	Sep 30, 2026 Filed Oct 22
Dirk Wallinger	—	—	—	—	—
Discerene Group LP STAMFORD, CT	#2,715	Small	$889,142,219	12	Jun 30, 2026 Filed Aug 14
Disciplina Capital Management LLC NASHVILLE, TN	#2,579	Small	$996,293,722	52	Sep 30, 2026 Filed Nov 6
Disciplined Equity Management, Inc. NEPTUNE BEACH, FL	#6,127	Small	$227,078,272	39	Sep 30, 2026 Filed Oct 14
DISCIPLINED GROWTH INVESTORS INC /MN MINNEAPOLIS, MN	#779	Mid	$5,906,554,019	58	Jun 30, 2026 Filed Aug 14
Disciplined Growth Sponsor LLC	—	—	—	—	—
Disciplined Investments, LLC TULSA, OK	#5,171	Small	$309,633,712	83	Jun 30, 2026 Filed Aug 7
Disciplined Investors, L.L.C. WACO, TX	#6,537	Small	$199,940,797	103	Jun 30, 2026 Filed Aug 11
Discipline Wealth Solutions, LLC GREENVILLE, SC	#2,297	Mid	$1,132,176,954	116	Sep 30, 2026 Filed Oct 14
DISCOVERY CAPITAL MANAGEMENT, LLC / CT SOUTH NORWALK, CT	#1,435	Mid	$2,407,934,288	107	Jun 30, 2026 Filed Aug 14
Discovery Group I, LLC Chicago, IL	—	—	—	—	—
Discovery Investment Fund L.P. SINGAPORE, U0	—	Micro	$0	1	Sep 30, 2023 Filed Nov 9
Discovery Value Fund SINGAPORE, U0	#8,651	Micro	$39,792,698	1	Jun 30, 2026 Filed Aug 11
Discretionary Management Services, LLC OVERLAND PARK, KS	—	—	—	—	—
Disruptive Technology Advisers LLC LOS ANGELES, CA	—	Micro	$22,908,022	2	Dec 31, 2021 Filed Feb 2
Distillate Capital Partners LLC CHICAGO, IL	#1,644	Mid	$1,923,572,867	118	Jun 30, 2026 Filed Aug 14
DITM HOLDINGS PTY LTD	—	—	—	—	—
Div Capital Phoenix Assets Ltd GEORGETOWN, E9	#3,512	Small	$612,966,512	10	Sep 30, 2026 Filed Oct 20
Divco West Real Estate Services, LLC SAN FRANCISCO, CA	#8,370	Micro	$84,611,399	4	Sep 30, 2026 Filed Nov 6
Divergent Planning, LLC BETHESDA, MD	—	Small	$389,756,601	27	Dec 31, 2025 Filed Jan 12
DIVERGENT WEALTH ADVISORS, LLC MIDVALE, UT	—	Small	$531,917,866	12	Sep 30, 2024 Filed Oct 30
Diveroli Investment Group LLC	—	—	—	—	—
Diversified Enterprises, LLC Wilmington, DE	#1,565	Mid	$1,928,937,739	326	Sep 30, 2026 Filed Oct 19
Diversified Investment Strategies, LLC BATON ROUGE, LA	#7,316	Small	$153,129,092	50	Sep 30, 2026 Filed Oct 28
Diversified, LLC Wilmington, DE	—	Small	$904,136,600	145	Sep 30, 2024 Filed Nov 13
DIVERSIFIED MANAGEMENT INC MILWAUKEE, WI	#4,010	Small	$531,722,048	198	Sep 30, 2026 Filed Oct 8
Diversified Portfolios, Inc. Bloomfield Hills, MI	#2,057	Mid	$1,442,272,752	105	Sep 30, 2026 Filed Nov 4
Diversified Trust Co MEMPHIS, TN	#892	Mid	$4,535,305,725	892	Sep 30, 2026 Filed Nov 6
Diversify Advisory Services, LLC SANDY, UT	#764	Mid	$6,517,223,815	825	Sep 30, 2026 Filed Oct 20
DIVERSIFY WEALTH MANAGEMENT, LLC SANDY, UT	#763	Mid	$6,517,223,815	825	Sep 30, 2026 Filed Oct 20
Divesh Makan	—	—	—	—	—
Divesh Makan	—	—	—	—	—
Divesh Makan	—	—	—	—	—
Divesh Makan	—	—	—	—	—
DIVIDEND ASSETS CAPITAL, LLC Ridgeland, SC	#3,769	Small	$516,547,701	135	Jun 30, 2026 Filed Aug 12
Diviner Limited	—	—	—	—	—
Divisadero Street Capital Management, LP MIAMI, FL	#964	Mid	$4,412,458,191	140	Jun 30, 2026 Filed Aug 14
Divisar Capital Management LLC SAN FRANCISCO, CA	#4,218	Small	$433,982,851	28	Jun 30, 2026 Filed Aug 14
Diwakar Choubey	—	—	—	—	—
DIXON FNANCIAL SERVICES, INC. LAFAYETTE, CA	#5,835	Small	$249,409,516	27	Sep 30, 2026 Filed Oct 23
DIXON HUBARD FEINOUR & BROWN INC/VA ROANOKE, VA	—	Small	$813,590,027	226	Jun 30, 2022 Filed Jul 22

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