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
Hook Mill Capital Partners, LP NEW YORK, NY	#2,409	Mid	$1,077,449,686	37	Jun 30, 2026 Filed Aug 14
Hoop Capital LLC	—	—	—	—	—
Hoover Financial Advisors, Inc. MALVERN, PA	—	Small	$520,555,903	477	Jun 30, 2021 Filed Jul 28
Hoo Wei Sern	—	—	—	—	—
HOPLITE CAPITAL MANAGEMENT, LLC New York, NY	—	—	—	—	—
HOPU Reunion Company Ltd.	—	—	—	—	—
Hopwood Financial Services, Inc. RESTON, VA	#6,978	Small	$172,110,980	63	Sep 30, 2026 Filed Oct 29
Hopwood Nicholas Hunter PLYMOUTH, MI	#4,684	Small	$364,546,834	74	Jun 30, 2026 Filed Aug 14
Horace Luke	—	—	—	—	—
Horan Capital Advisors, LLC. CINCINNATI, OH	—	Small	$296,606,450	100	Mar 31, 2025 Filed May 7
HORAN CAPITAL MANAGEMENT HUNT VALLEY, MD	—	Small	$764,713,396	31	Dec 31, 2020 Filed Jan 26
Horan Securities, Inc. CINCINNATI, OH	—	Small	$282,147,749	103	Jun 30, 2025 Filed Aug 6
HORAN Wealth, LLC CINCINNATI, OH	#2,900	Small	$799,967,562	148	Jun 30, 2026 Filed Aug 26
Horatio Lonsdale-Hands	—	—	—	—	—
Horiko Capital Management LLC NEW YORK, NY	#3,556	Small	$569,283,285	17	Jun 30, 2026 Filed Aug 13
Horizon Advisory Services, Inc. WEST HENRIETTA, NY	#5,964	Small	$249,971,969	42	Sep 30, 2026 Filed Oct 29
HORIZON BANCORP INC /IN/ MICHIGAN CITY, IN	#6,335	Small	$213,350,834	165	Jun 30, 2026 Filed Aug 4
Horizon Common Inc	—	—	—	—	—
Horizon Family Wealth, Inc. CHICAGO, IL	#6,404	Small	$209,087,476	62	Jun 30, 2026 Filed Aug 11
HORIZON FINANCIAL SERVICES, LLC WINSTON SALEM, NC	#5,684	Small	$245,091,360	513	Sep 30, 2026 Filed Nov 4
Horizon Global Advisers, LLC Rye, NY	—	—	—	—	—
Horizon Investment Services, LLC HAMMOND, IN	#4,722	Small	$359,513,992	120	Jun 30, 2026 Filed Aug 6
Horizon Investments, LLC Charlotte, NC	#550	Mid	$9,811,990,665	1,180	Jun 30, 2026 Filed Aug 13
HORIZON KINETICS ASSET MANAGEMENT LLC NEW YORK, NY	#593	Mid	$8,819,532,774	316	Jun 30, 2026 Filed Aug 11
Horizon Kinetics LLC NEW YORK, NY	—	—	—	—	—
Horizon Ridge Limited	—	—	—	—	—
Horizons Wealth Management ASHEVILLE, NC	—	Small	$159,134,917	83	Sep 30, 2026 Filed Oct 5
Horizon Wealth Management, LLC LA GRANGE, IL	#2,940	Small	$666,384,990	101	Sep 30, 2026 Filed Nov 2
HOROWITZ RICHARD M	—	—	—	—	—
Horrell Capital Management, Inc. LITTLE ROCK, AR	#6,329	Small	$184,045,216	166	Sep 30, 2026 Filed Oct 8
Horseman Capital Management Ltd London, X0	—	Small	$101,879,605	46	Sep 30, 2021 Filed Nov 3
Horst & Graben Wealth Management LLC PORTLAND, OR	#2,984	Small	$719,515,489	123	Sep 30, 2026 Filed Nov 2
Horton Capital Management, LLC Philadelphia, PA	—	Micro	$42,406,847	4	Dec 31, 2021 Filed Feb 11
Horton Capital Partners Fund, LP	—	—	—	—	—
Horton Capital Partners, LLC	—	—	—	—	—
Horton Trust Company LLC, as manager of P19M2 Investors II, L.L.C. and as trustee of the trusts listed on Appendix A-1.	—	—	—	—	—
Hosking & Co Ltd DUBLIN, L2	—	—	—	—	—
Hosking Partners LLP LONDON, X0	#1,249	Mid	$2,809,532,119	101	Sep 30, 2026 Filed Oct 21
Hospitality Assets Corp.	—	—	—	—	—
Hotaling Investment Management, LLC WAYNE, PA	—	Small	$211,198,213	115	Dec 31, 2022 Filed Feb 14
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Los Angeles, CA	#246	Large	$34,294,042,722	456	Jun 30, 2026 Filed Aug 14
HOT GFG LLC	—	—	—	—	—
HO THIAM WAY	—	—	—	—	—
Houlihan Financial Resource Group, Ltd. ASHBURN, VA	#5,437	Small	$280,580,460	76	Jun 30, 2026 Filed Aug 10
Hound Partners, LLC NEW YORK, NY	#2,768	Small	$862,891,994	32	Jun 30, 2026 Filed Aug 14
Houngki Kim	—	—	—	—	—
Houqi Zhang	—	—	—	—	—
HOURGLASS CAPITAL, LLC HOUSTON, TX	#3,811	Small	$483,978,607	116	Sep 30, 2026 Filed Oct 26
Householder Group Estate & Retirement Specialist, LLC Scottsdale, AZ	—	Small	$127,254,163	433	Dec 31, 2024 Filed Jan 15
HOVDE CAPITAL ADVISORS LLC WASHINGTON, DC	—	—	—	—	—

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