Institutions

Browse 20,681 institutional 13F filers

13F API → Top by AUM → Top by Performance → AUM Movers → Most-Held Stocks → Last Quarter's Movers →

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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
ENZI WEALTH AUSTIN, TX	#5,101	Small	$325,233,599	62	Sep 30, 2026 Filed Oct 14
E. Ohman J:or Asset Management AB STOCKHOLM, V7	#980	Mid	$4,468,629,586	452	Sep 30, 2026 Filed Oct 22
Eos Focused Equity Management, L.P. NEW YORK, NY	—	Micro	$82,030,621	25	Sep 30, 2022 Filed Oct 31
Eos Management, L.P. NEW YORK, NY	#5,766	Small	$254,471,751	34	Sep 30, 2026 Filed Oct 27
EPACRIA CAPITAL PARTNERS, LLC BOULDER, CO	#7,858	Small	$129,553,128	23	Jun 30, 2026 Filed Aug 14
EPG Wealth Management LLC ATLANTA, GA	#4,317	Small	$414,760,040	163	Sep 30, 2026 Filed Nov 3
Ephraim G Fields	—	—	—	—	—
Epicsoft Ventures Ltd.	—	—	—	—	—
Epic Trust Investment Advisors, LLC RICHLAND, WA	—	Micro	$91,220,769	88	Jun 30, 2024 Filed Jul 17
EPIQ Capital Group, LLC San Francisco, CA	—	Small	$383,057,409	59	Dec 31, 2024 Filed Feb 7
EPIQ PARTNERS, LLC MINNEAPOLIS, MN	#6,085	Small	$222,366,408	75	Sep 30, 2026 Filed Oct 7
Epoch Investment Partners, Inc. New York, NY	#379	Large	$17,595,901,740	219	Jun 30, 2026 Filed Aug 13
Epoch Partner Investments Limited	—	—	—	—	—
Epstein & White Financial LLC San Diego, CA	—	Small	$374,574,998	62	Jun 30, 2021 Filed Aug 10
EPS Ventures Ltd	—	—	—	—	—
EP Wealth Advisors, LLC TORRANCE, CA	#296	Large	$26,160,154,656	1,094	Jun 30, 2026 Filed Aug 12
EQ LLC BELLEVUE, WA	#4,378	Small	$407,205,628	34	Jun 30, 2026 Filed Jul 23
EQT Fund Management S.a r.l. LUXEMBOURG, N4	#2,770	Small	$862,623,132	5	Jun 30, 2026 Filed Aug 13
Equality Group Ltd.	—	—	—	—	—
Equal Talent Investments Limited	—	—	—	—	—
Equatorial Participações e Investimentos IV S.A.	—	—	—	—	—
Equinor ASA	—	—	—	—	—
Equinox Capital Solutions Limited	—	—	—	—	—
Equinox Fund Management LLC DENVER, CO	—	—	—	—	—
Equinox Gold Corp.	—	—	—	—	—
Equinox Institutional Asset Management, LP Princeton, NJ	—	—	—	—	—
Equinox Partners Investment Management LLC STAMFORD, CT	#6,422	Small	$207,793,500	11	Jun 30, 2026 Filed Aug 14
Equitable Holdings, Inc. NEW YORK, NY	#388	Large	$16,772,863,502	936	Jun 30, 2026 Filed Aug 17
EQUITABLE TRUST CO NASHVILLE, TN	#1,446	Mid	$2,292,338,202	378	Sep 30, 2026 Filed Oct 13
Equita Financial Network, Inc. FORT WASHINGTON, PA	#4,717	Small	$348,972,037	43	Sep 30, 2026 Filed Oct 19
EQUITEC PROPRIETARY MARKETS, LLC CHICAGO, IL	#3,580	Small	$399,551,110	54	Sep 30, 2026 Filed Nov 4
EQUITEC SPECIALISTS, LLC CHICAGO, IL	—	Micro	$0	1	Jun 30, 2021 Filed Jul 20
EQUITY INVESTMENT CORP ATLANTA, GA	#859	Mid	$5,265,086,213	69	Sep 30, 2026 Filed Nov 4
EQUITY INVESTMENT CORP/GA ATLANTA, GA	—	—	—	—	—
EquityLine Alternate Assets GP Inc.	—	—	—	—	—
Equity Wealth Partners, LLC Independence, MO	#5,466	Small	$278,068,172	73	Sep 30, 2026 Filed Oct 26
Equius Partners, Inc. NOVATO, CA	—	Small	$322,983,275	14	Dec 31, 2022 Filed Jan 27
EQV Resources Intermediate LLC	—	—	—	—	—
EQV Resources Intermediate LLC	—	—	—	—	—
EQV Ventures Sponsor II LLC	—	—	—	—	—
EQV Ventures Sponsor LLC	—	—	—	—	—
EQ WEALTH ADVISORS, LLC DALLAS, TX	#6,814	Small	$182,008,523	37	Jun 30, 2026 Filed Jul 24
Era Regenerative Medicine Ltd	—	—	—	—	—
ERB JOHN L	—	—	—	—	—
ER Collective Holdings, LLC WASHINGTON, DC	#5,184	Small	$308,021,728	1	Jun 30, 2026 Filed Aug 14
Erez REIT Opportunities LP	—	—	—	—	—
Ergawealth Advisors, Inc. OAK BROOK, IL	#5,701	Small	$253,392,317	34	Sep 30, 2026 Filed Oct 21
Ergoteles LLC NEW YORK, NY	—	Micro	$56,273,235	17	Sep 30, 2023 Filed Nov 14
Eric Easom	—	—	—	—	—
Eric E. Schmidt	—	—	—	—	—

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