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
Intelligence Driven Advisers, LLC CARLSBAD, CA	#3,398	Small	$512,655,992	97	Sep 30, 2026 Filed Oct 9
Intelligent Fanatics Capital Management LLC	—	—	—	—	—
Intelligent Financial Strategies EXCELSIOR, MN	#6,419	Small	$205,449,157	61	Sep 30, 2026 Filed Oct 16
Intellus Advisors LLC NAPLES, FL	#2,846	Small	$823,494,484	117	Jun 30, 2026 Filed Aug 12
Intentional Wealth Strategies, LLC COLORADO SPRINGS, CO	#8,261	Small	$106,652,694	48	Jun 30, 2026 Filed Jul 28
Interactive Communications International, Inc.	—	—	—	—	—
INTERACTIVE FINANCIAL ADVISORS, INC. New Lenox, IL	#7,092	Small	$166,502,091	42	Jun 30, 2026 Filed Jul 31
INTERCAPITAL, LLC AUSTIN, TX	#4,421	Small	$400,580,011	88	Jun 30, 2026 Filed Aug 14
Interchange Capital Partners, LLC PITTSBURGH, PA	#3,695	Small	$585,209,339	380	Sep 30, 2026 Filed Oct 28
Intercontinental Exchange Holdings, Inc.	—	—	—	—	—
Intercontinental Exchange, Inc.	—	—	—	—	—
Intercontinental Wealth Advisors, LLC SAN ANTONIO, TX	—	Small	$406,734,861	231	Jun 30, 2023 Filed Jul 21
Intergy Private Wealth, LLC COLORADO SPRINGS, CO	#4,227	Small	$411,436,308	92	Sep 30, 2026 Filed Oct 16
Intermede Investment Partners Ltd LONDON, X0	#2,400	Mid	$1,086,174,592	29	Jun 30, 2026 Filed Aug 14
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ORLANDO, FL	#1,779	Mid	$1,622,709,705	636	Sep 30, 2026 Filed Nov 2
INTERNATIONAL BIOTECHNOLOGY TRUST PLC LONDON, X0	—	Small	$293,800,230	64	Sep 30, 2023 Filed Nov 14
International City Management Association Retirement Corp WASHINGTON, DC	#6,071	Small	$418,859,917	9	Sep 30, 2026 Filed Oct 26
International Energy & Mineral Resources Investment (Hong Kong) Co Ltd	—	—	—	—	—
International Finance Corporation ("IFC")	—	—	—	—	—
International Generosity Foundation Trust	—	—	—	—	—
International Private Wealth Advisors LLC SAN DIEGO, CA	#6,649	Small	$230,566,555	124	Sep 30, 2026 Filed Nov 5
International Value Advisers, LLC NEW YORK, NY	—	Small	$592,412,262	19	Dec 31, 2020 Filed Feb 12
InterOcean Capital Group, LLC CHICAGO, IL	—	Mid	$3,986,553,974	343	Mar 31, 2024 Filed May 13
InterOcean Capital, LLC CHICAGO, IL	—	Mid	$1,185,697,890	141	Jun 30, 2020 Filed Aug 13
INTERPLUS RE Ltd	—	—	—	—	—
InterPrivate Acquisition Management V LLC	—	—	—	—	—
Intersect Capital LLC SAN RAMON, CA	—	Small	$325,989,649	313	Jun 30, 2022 Filed Sep 2
Interval Partners, LP NEW YORK, NY	#1,056	Mid	$3,878,128,081	256	Jun 30, 2026 Filed Aug 14
InterWest Partners X, LP (“IWP X”)	—	—	—	—	—
INTERWEST VENTURE MANAGEMENT CO MENLO PARK, CA	—	Micro	$20,635,654	5	Sep 30, 2023 Filed Oct 20
Intesa Sanpaolo S.p.A. TURIN, L6	#1,268	Mid	$2,929,060,616	231	Jun 30, 2026 Filed Jul 31
Intesa Sanpaolo Wealth Management LUXEMBOURG, N4	#3,840	Small	$574,462,414	265	Sep 30, 2026 Filed Oct 28
InTrack Investment Management Inc SOUTH BURLINGTON, VT	#6,526	Small	$206,642,101	85	Sep 30, 2026 Filed Oct 15
INTREPID CAPITAL MANAGEMENT INC JACKSONVILLE BEACH, FL	#5,961	Small	$237,787,009	101	Jun 30, 2026 Filed Aug 12
INTREPID CAPITAL MANAGEMENT INC /DE/ GREENWICH, CT	—	—	—	—	—
INTREPID FAMILY OFFICE LLC SARASOTA, FL	#7,737	Small	$135,227,771	34	Jun 30, 2026 Filed Aug 14
Intrepid Financial Planning Group LLC CARMEL, IN	#5,304	Small	$294,193,679	98	Jun 30, 2026 Filed Aug 12
INTREPID PRODUCTION CORP	—	—	—	—	—
INTRINSIC EDGE CAPITAL MANAGEMENT LLC CHICAGO, IL	#2,582	Small	$967,357,452	103	Jun 30, 2026 Filed Aug 12
Intrinsic Value Partners, LLC PHOENIX, AZ	#7,507	Small	$146,339,985	69	Jun 30, 2026 Filed Jul 14
Intrua Financial, LLC Houston, TX	#2,392	Mid	$1,022,800,689	352	Sep 30, 2026 Filed Oct 28
INTRUST BANK NA WICHITA, KS	#2,078	Mid	$1,354,703,225	391	Jun 30, 2026 Filed Aug 5
Invariant Investment Management CAMP HILL, PA	#7,028	Small	$144,867,796	51	Sep 30, 2026 Filed Oct 8
INVENIO WEALTH PARTNERS LLC CORAL GABLES, FL	#5,451	Small	$262,850,150	66	Sep 30, 2026 Filed Oct 20
Invenire Partners, LP RIDGEFIELD, CT	—	Mid	$4,745,145,539	22	Sep 30, 2022 Filed Nov 14
Invenomic Capital Management LP BOSTON, MA	#1,806	Mid	$1,674,265,651	116	Jun 30, 2026 Filed Aug 14
Inventive Sino Limited	—	—	—	—	—
InvenTrust Properties Corp. OAK BROOK, IL	—	—	—	—	—
Invera Wealth Advisors, LLC BEND, OR	#6,728	Small	$188,352,461	109	Sep 30, 2026 Filed Oct 28
INVERNESS COUNSEL LLC /NY/ NEW YORK, NY	—	Mid	$1,783,790,580	162	Sep 30, 2022 Filed Oct 26

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