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

Total value ($)

Export CSV

Name	Rank	Size	Latest AUM	Positions	As of
Financial Designs Corp CLAREMONT, CA	#6,727	Small	$172,963,818	30	Sep 30, 2026 Filed Oct 9
FINANCIAL DISCOVERY GROUP INC ATLANTA, GA	#8,634	Micro	$38,145,745	9	Sep 30, 2026 Filed Nov 3
Financial Engines Advisors L.L.C. SANTA CLARA, CA	#175	Large	$56,315,136,857	284	Jun 30, 2026 Filed Aug 14
Financial Enhancement Group LLC ANDERSON, IN	#2,815	Small	$794,823,391	96	Sep 30, 2026 Filed Oct 8
Financial Freedom, LLC CINCINNATI, OH	#6,239	Small	$191,278,736	232	Sep 30, 2026 Filed Nov 6
Financial Futures Ltd Liability Co. BRIELLE, NJ	#5,634	Small	$260,238,103	49	Sep 30, 2026 Filed Oct 13
Financial Gravity Asset Management, Inc. Lakeway, TX	—	Small	$522,216,055	439	Mar 31, 2026 Filed May 8
Financial Gravity Companies, Inc. Lakeway, TX	#3,539	Small	$576,307,075	482	Jun 30, 2026 Filed Aug 5
Financial Guidance Group, Inc. Palm Harbor, FL	#5,589	Small	$210,587,929	57	Sep 30, 2026 Filed Oct 21
Financial Harvest, LLC WINTER PARK, FL	#5,901	Small	$210,999,157	41	Sep 30, 2026 Filed Oct 15
Financial Insights, Inc. TACOMA, WA	#4,566	Small	$372,609,839	97	Sep 30, 2026 Filed Oct 27
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD TRAVERSE CITY, MI	—	—	—	—	—
FINANCIAL LIFE ADVISORS SAN ANTONIO, TX	#4,790	Small	$345,951,618	30	Sep 30, 2026 Filed Oct 14
Financial Life Planners TEMPE, AZ	#7,306	Small	$155,622,684	258	Jun 30, 2026 Filed Jul 21
Financially in Tune, LLC STONEHAM, MA	—	Small	$116,020,403	41	Mar 31, 2026 Filed Apr 22
Financially Speaking Inc GREENWOOD VILLAGE, CO	#8,716	Micro	$72,973,701	100	Sep 30, 2026 Filed Nov 5
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV WINTER SPRINGS, FL	—	Small	$118,221,554	18	Dec 31, 2021 Filed Feb 14
Financial Management, Inc. LITTLE ROCK, AR	#8,009	Small	$108,303,012	31	Sep 30, 2026 Filed Nov 5
FINANCIAL MANAGEMENT NETWORK INC MISSION VIEJO, CA	#3,163	Small	$688,318,537	131	Sep 30, 2026 Filed Oct 9
Financial Management Professionals, Inc. AUSTIN, TX	#2,442	Mid	$1,023,762,232	918	Sep 30, 2026 Filed Oct 23
Financial Network Group, Ltd CINCINNATI, OH	—	—	—	—	—
Financial Network Wealth Advisors LLC MURRAY, UT	#8,347	Micro	$94,130,575	674	Sep 30, 2026 Filed Oct 28
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC NEW YORK, NY	—	Small	$444,358,731	107	Dec 31, 2022 Filed Feb 13
Financial Partners Group, Inc Overland Park, KS	#2,551	Small	$852,429,692	136	Sep 30, 2026 Filed Oct 19
Financial Partners Group, LLC GALLATIN, TN	—	Small	$271,568,611	79	Jun 30, 2025 Filed Jul 17
Financial Perspectives, Inc MINNEAPOLIS, MN	#4,355	Small	$413,549,054	550	Sep 30, 2026 Filed Nov 3
Financial Plan, Inc. BELLINGHAM, WA	#2,444	Mid	$1,053,739,195	43	Jun 30, 2026 Filed Aug 14
Financial Planners of Cleveland, Inc. MAYFIELD HEIGHTS, OH	—	Small	$236,716,085	32	Mar 31, 2022 Filed Apr 14
Financial Planning Fort Collins, LLC FORT COLLINS, CO	#7,813	Small	$133,117,718	20	Sep 30, 2026 Filed Oct 16
Financial Planning Hawaii, Inc. HONOLULU, HI	#6,731	Small	$180,335,566	109	Sep 30, 2026 Filed Oct 13
Financial Planning & Information Services, Inc. De Pere, WI	—	Small	$725,669,615	55	Sep 30, 2024 Filed Nov 12
Financial Planning Navigators CORP MAPLE GROVE, MN	#5,590	Small	$274,354,956	54	Sep 30, 2026 Filed Oct 14
Financial Security Advisor, Inc. VIRGINIA BEACH, VA	#3,406	Small	$435,256,811	153	Sep 30, 2026 Filed Nov 3
Financial Sense Advisors, Inc. SAN DIEGO, CA	#4,196	Small	$436,908,641	107	Jun 30, 2026 Filed Aug 14
Financial Solutions Advisory Group, Inc. CHICAGO, IL	#2,921	Small	$727,118,152	135	Sep 30, 2026 Filed Oct 28
Financial Strategies Group, Inc. OKEMOS, MI	#3,355	Small	$626,730,739	73	Jun 30, 2026 Filed Aug 11
Financial Symmetry Inc RALEIGH, NC	#5,249	Small	$312,207,933	38	Sep 30, 2026 Filed Oct 6
Financial Synergies Wealth Advisors, Inc. HOUSTON, TX	#2,252	Mid	$1,157,486,256	71	Sep 30, 2026 Filed Oct 16
Financial & Tax Architects, LLC ST LOUIS, MO	#3,972	Small	$450,306,278	84	Sep 30, 2026 Filed Oct 15
Financiere des Professionnels - Fonds d'investissement inc. MONTREAL, A8	#1,736	Mid	$1,573,314,153	311	Sep 30, 2026 Filed Nov 3
FinArc Investments, Inc. NORWOOD, MA	#8,213	Small	$111,160,801	51	Sep 30, 2026 Filed Oct 14
FinDec Wealth Services, Inc. Stockton, CA	#8,430	Micro	$83,549,863	17	Sep 30, 2026 Filed Oct 30
FINDELL CAPITAL MANAGEMENT LLC New York, NY	#3,134	Small	$710,283,015	12	Jun 30, 2026 Filed Aug 14
Findell Capital Partners LP	—	—	—	—	—
Findlay Park Partners LLP LONDON, X0	#677	Mid	$7,407,454,484	49	Jun 30, 2026 Filed Aug 12
Fine Capital Partners, L.P. NEW YORK, NY	—	Small	$563,268,878	1	Sep 30, 2025 Filed Nov 14
FineMark National Bank & Trust FORT MYERS, FL	—	Mid	$3,203,767,210	344	Dec 31, 2025 Filed Feb 12
Finepoint Capital LP BOSTON, MA	#1,305	Mid	$2,798,918,302	8	Jun 30, 2026 Filed Aug 13
Finer Wealth Management, Inc. SALEM, MA	#6,154	Small	$247,814,989	87	Sep 30, 2026 Filed Oct 16
Fingerlakes Wealth Management, Inc. ITHACA, NY	#6,748	Small	$178,889,090	53	Sep 30, 2026 Filed Nov 4

Use this data anywhere

Everything on this page is also served by the Equibles API and MCP server — plug it into Claude, your agents, or your own code. A free account includes an API key.

Get your free API key Explore the docs