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

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Name	Rank	Size	Latest AUM	Positions	As of
Evergreen Venture Partners Ltd. Raanana, L3	—	Micro	$68,410,113	1	Sep 30, 2025 Filed Nov 14
Evergreen Wealth Management, LLC Williamston, MI	#6,337	Small	$219,645,068	43	Sep 30, 2026 Filed Nov 6
Evergreen Wealth Partners LLC KALISPELL, MT	#7,088	Small	$166,649,439	63	Jun 30, 2026 Filed Aug 11
Everhart Financial Group, Inc. Dublin, OH	#1,903	Mid	$1,620,986,127	424	Sep 30, 2026 Filed Oct 8
EVERMAY WEALTH MANAGEMENT LLC ARLINGTON, VA	#2,577	Small	$897,380,465	476	Sep 30, 2026 Filed Nov 5
Evermore Global Advisors, LLC Summit, NJ	—	Micro	$9,392,987	4	Dec 31, 2022 Filed Jan 18
Evernest Financial Advisors, LLC CARMEL, IN	#3,954	Small	$478,145,930	145	Jun 30, 2026 Filed Aug 6
Ever Orient International Limited	—	—	—	—	—
EVERPAR ADVISORS LLC TULSA, OK	#4,794	Small	$351,516,886	277	Jun 30, 2026 Filed Jul 9
EverPoint Asset Management, LLC STAMFORD, CT	—	—	—	—	—
EVERRISE HOLDINGS LLC	—	—	—	—	—
Eversept Partners, LP NEW YORK, NY	#1,643	Mid	$1,927,639,066	119	Jun 30, 2026 Filed Aug 14
EverSource Wealth Advisors, LLC BIRMINGHAM, AL	#1,270	Mid	$2,952,143,308	3,781	Sep 30, 2026 Filed Nov 4
Everstar Asset Management, LLC MOORESVILLE, NC	#6,406	Small	$209,030,623	154	Jun 30, 2026 Filed Aug 3
EVEXIA WEALTH LLC STEVENS POINT, WI	#4,613	Small	$346,995,296	69	Sep 30, 2026 Filed Nov 5
Evgeny Zaytsev ("Zaytsev")	—	—	—	—	—
EVGI Limited	—	—	—	—	—
EVgo Member Holdings, LLC	—	—	—	—	—
Evo Fund	—	—	—	—	—
EVOKE WEALTH, LLC Los Angeles, CA	#8,800	Micro	$1,555,467	4	Jun 30, 2026 Filed Aug 10
Evolution Advisers, Inc. RICHMOND, VA	#5,543	Small	$277,403,740	30	Sep 30, 2026 Filed Nov 6
Evolutionary Tree Capital Management, LLC ALEXANDRIA, VA	#8,590	Micro	$53,016,510	29	Jun 30, 2026 Filed Aug 13
Evolution Capital Management LLC CRYSTAL BAY, NV	—	Micro	$28,524,646	37	Dec 31, 2022 Filed Feb 13
Evolution Equity Partners II SARL New York, NY	—	Micro	$11,768,612	2	Sep 30, 2023 Filed Nov 3
Evolution Sponsor Holdings LLC	—	—	—	—	—
EVOLUTION SPONSOR HOLDINGS LLC II	—	—	—	—	—
Evolution Wealth Advisors, LLC AVENTURA, FL	#2,797	Small	$866,595,583	119	Sep 30, 2026 Filed Nov 3
EVOLUTION WEALTH MANAGEMENT INC. FORT MYERS, FL	#7,023	Small	$149,495,511	555	Sep 30, 2026 Filed Oct 28
EVOLVE PRIVATE WEALTH, LLC LOS ANGELES, CA	#1,843	Mid	$1,635,812,225	966	Jun 30, 2026 Filed Aug 12
EvomLux S.a r.l.	—	—	—	—	—
EVP I LP (“EVP”)	—	—	—	—	—
EVR Research LP RICHMOND, VA	#6,504	Small	$202,529,687	28	Jun 30, 2026 Filed Aug 13
EWA, LLC PITTSBURGH, PA	#3,627	Small	$547,396,881	262	Jun 30, 2026 Filed Jul 14
E-Wealth Partners, LLC MINNETONKA, MN	#7,676	Small	$138,342,152	31	Jun 30, 2026 Filed Aug 17
EWG Elevate Inc. Roseville, CA	—	Small	$313,194,654	74	Sep 30, 2025 Filed Oct 7
EW Healthcare Partners Acquisition Fund GP, L.P.	—	—	—	—	—
EW Healthcare Partners Fund 2 GP, L.P.	—	—	—	—	—
EW Healthcare Partners, L.P.	—	—	—	—	—
Ewing Morris & Co. Investment Partners Ltd. TORONTO, Z4	#7,064	Small	$167,734,822	72	Jun 30, 2026 Filed Aug 14
Ewon Comfortech Co., Ltd.	—	—	—	—	—
Exane Asset Management PARIS, I0	#5,717	Small	$135,054,591	20	Sep 30, 2026 Filed Oct 22
EXANE DERIVATIVES PARIS, I0	—	Mid	$7,930,084,963	658	Jun 30, 2022 Filed Jul 12
Excalibur LuxCo SARL	—	—	—	—	—
EXCALIBUR MANAGEMENT CORP WALTHAM, MA	#5,220	Small	$300,490,114	158	Sep 30, 2026 Filed Nov 2
Excel Elite Developments Limited	—	—	—	—	—
ExcelFin SPAC LLC	—	—	—	—	—
EXCELSIA, INC. SAVANNAH, GA	—	—	—	—	—
Excelsior Advisor Network LLC SCOTTSDALE, AZ	#3,009	Small	$755,961,785	351	Jun 30, 2026 Filed Aug 14
Excelsior Holdings D2 LLC	—	—	—	—	—
Exchange Bank SANTA ROSA, CA	#7,205	Small	$161,372,448	109	Sep 30, 2026 Filed Oct 7

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