Institutions

Browse 20,671 institutional 13F filers

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Filers

8,827

Positions

1,971,844

Aggregate AUM

$79.8T

Report date

Jun 30, 2026

4 months ago

Recently Filed

Top 10 by submission date

FOUAD AHMED
Q/E Nov 5, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Sep 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Jun 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Mar 31, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Dec 31, 2025 · Filed 2d
Saffron & Hive LLC
Q/E Nov 3, 2026 · Filed 2d
Financial Management, Inc.
Q/E Sep 30, 2026 · Filed 2d
Investment Management Trust, LLC
Q/E Sep 30, 2026 · Filed 2d
RETIREMITTEN FINANCIAL LLC
Q/E Sep 30, 2026 · Filed 2d
LRZ CAPITAL LLC
Q/E Sep 30, 2026 · Filed 2d

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Name	Rank	Size	Latest AUM	Positions	As of
American Beacon Advisors, Inc. IRVING, TX	#8,734	Micro	$13,817,812	3	Jun 30, 2026 Filed Aug 20
American Capital Advisory, LLC KETCHUM, ID	#5,509	Small	$287,685,047	1,053	Sep 30, 2026 Filed Oct 28
AMERICAN CAPITAL MANAGEMENT INC NEW YORK, NY	#1,494	Mid	$2,230,305,876	74	Jun 30, 2026 Filed Aug 14
American Capital Mortgage Management, LLC Bethesda, MD	—	—	—	—	—
AMERICAN CENTURY COMPANIES INC KANSAS CITY, MO	#51	Mega	$225,799,618,086	2,804	Jun 30, 2026 Filed Aug 12
American Century Investment Management, Inc.	—	—	—	—	—
AMERICAN ECONOMIC PLANNING GROUP INC /ADV WARREN, NJ	—	—	—	—	—
American Endowment Foundation	—	—	—	—	—
AMERICAN EXPRESS CO NEW YORK, NY	#1,974	Mid	$1,481,612,408	1	Jun 30, 2026 Filed Aug 7
American Family Insurance Mutual Holding Co MADISON, WI	—	Mid	$1,163,813,921	5	Mar 31, 2024 Filed May 15
American Family Investments, Inc. MADISON, WI	#817	Mid	$5,541,261,797	10	Jun 30, 2026 Filed Aug 17
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.	—	—	—	—	—
American Financial Advisors, LLC Marietta, GA	#2,830	Small	$831,057,647	104	Jun 30, 2026 Filed Jul 14
AMERICAN FINANCIAL GROUP INC CINCINNATI, OH	#5,405	Small	$283,766,417	73	Jun 30, 2026 Filed Aug 12
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN CINCINNATI, OH	#5,118	Small	$314,201,404	1	Jun 30, 2026 Filed Aug 12
American Financial Network Advisory Services LLC Calabasas, CA	—	—	—	—	—
AMERICAN FINANCIAL & TAX STRATEGIES INC NEW YORK, NY	#6,233	Small	$204,648,368	47	Sep 30, 2026 Filed Oct 16
American Heritage Railways, Inc.	—	—	—	—	—
American Independence Financial Services LLC NEW YORK, NY	—	—	—	—	—
American Industrial Partners Capital Fund IV, LP	—	—	—	—	—
American Industrial Partners Capital Fund VI, L.P.	—	—	—	—	—
American Institute for Advanced Investment Management, LLP Scottsdale, AZ	#6,923	Small	$163,080,198	102	Sep 30, 2026 Filed Nov 3
AMERICAN INTERNATIONAL GROUP, INC. NEW YORK, NY	#8,789	Micro	$4,175,636	1	Sep 30, 2026 Filed Oct 22
American Investment Services, Inc. GREAT BARRINGTON, MA	#3,977	Small	$473,329,549	70	Jun 30, 2026 Filed Aug 12
American Money Management, LLC Rancho Santa Fe, CA	#3,158	Small	$699,387,033	119	Jun 30, 2026 Filed Aug 13
American National Bank of Texas RICHARDSON, TX	#8,219	Micro	$92,505,227	48	Sep 30, 2026 Filed Oct 7
AMERICAN NATIONAL BANK & TRUST WICHITA FALLS, TX	#2,264	Mid	$1,089,660,786	511	Sep 30, 2026 Filed Oct 7
AMERICAN NATIONAL BANK & TRUST CO /VA/ Danville, VA	—	Small	$412,922,738	108	Mar 31, 2024 Filed Apr 19
AMERICAN NATIONAL INSURANCE CO GALVESTON, TX	—	Small	$357,539,886	251	Mar 31, 2022 Filed May 13
American National Registered Investment Advisor, Inc. GALVESTON, TX	—	Small	$277,629,786	239	Mar 31, 2022 Filed May 13
American Planning Services, Inc. Sun City Center, FL	—	Small	$122,872,062	40	Sep 30, 2024 Filed Nov 14
American Portfolios Advisors HOLBROOK, NY	—	Mid	$2,290,247,431	2,310	Sep 30, 2022 Filed Mar 17
AMERICAN REALTY INVESTORS INC	—	—	—	—	—
American Research & Management Co. MARION, MA	—	Small	$346,541,636	356	Sep 30, 2022 Filed Oct 7
AMERICAN SECURITIES LLC NEW YORK, NY	#1,082	Mid	$3,754,142,431	2	Jun 30, 2026 Filed Aug 26
American State Bank (Iowa) SIOUX CENTER, IA	#5,840	Small	$243,644,879	109	Sep 30, 2026 Filed Nov 3
American Tower Corporation	—	—	—	—	—
American Trust LEXINGTON, KY	#2,129	Mid	$1,297,305,417	239	Jun 30, 2026 Filed Aug 14
American Trust Investment Advisors, LLC Lebanon, NH	#6,502	Small	$202,560,555	81	Jun 30, 2026 Filed Aug 14
American Ventures LLC, Series VII USDAE	—	—	—	—	—
American Ventures LLC, Series V TZUP I	—	—	—	—	—
American Ventures LLC, Series XII SHOT	—	—	—	—	—
American Ventures LLC, Series XVI AGH	—	—	—	—	—
American Ventures LLC, Series XXIV XWELL	—	—	—	—	—
American Wealth Advisors, LLC JOHNS CREEK, GA	#8,262	Small	$106,566,215	14	Jun 30, 2026 Filed Aug 7
American Well Holdings, LLC	—	—	—	—	—
AMERIFLEX GROUP, INC. LAS VEGAS, NV	#5,890	Small	$242,638,163	1,167	Jun 30, 2026 Filed Aug 14
Amerigo Asset Management GEORGE TOWN, E9	—	—	—	—	—
AMERIPRISE FINANCIAL INC MINNEAPOLIS, MN	#29	Mega	$493,316,048,298	3,087	Jun 30, 2026 Filed Aug 14
AmeriServ Wealth Advisors Johnstown, PA	#7,416	Small	$124,943,366	37	Sep 30, 2026 Filed Oct 21

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