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
Lakeshore Financial Planning, Inc. St. Clair Shores, MI	#5,158	Small	$286,787,720	73	Sep 30, 2026 Filed Oct 13
Lakeside Advisors, INC. SEATTLE, WA	#7,250	Small	$171,026,038	63	Sep 30, 2026 Filed Oct 20
Lakeside Wealth Management Group, LLC Chesterton, IN	—	—	—	—	—
Lakestar (G.P.) Ltd ST PETER PORT, GY1 3PP, Y7	—	—	—	—	—
Lakestar Growth I (G.P.) Ltd ST. PETER PORT, Y7	—	Micro	$11,496,401	1	Sep 30, 2022 Filed Nov 14
Lakestar II (G.P.) Ltd ST. PETER PORT, GY1 3PP, Y7	—	Micro	$12,115,543	2	Sep 30, 2022 Filed Nov 14
LAKE STREET ADVISORS GROUP, LLC PORTSMOUTH, NH	—	Mid	$2,141,787,881	504	Dec 31, 2024 Filed Feb 4
LAKE STREET PRIVATE WEALTH, LLC CHICAGO, IL	#2,784	Small	$857,559,898	200	Sep 30, 2026 Filed Oct 22
Lakeview Capital Partners, LLC ATLANTA, GA	—	Small	$454,954,355	228	Dec 31, 2024 Filed Feb 14
Lakeview Opportunity Fund LLC	—	—	—	—	—
Lakewood Asset Management LLC NAPERVILLE, IL	#6,806	Small	$191,142,882	98	Sep 30, 2026 Filed Oct 26
LAKEWOOD CAPITAL MANAGEMENT, LP New York, NY	#1,633	Mid	$1,941,186,901	63	Jun 30, 2026 Filed Aug 14
LAL Family Corporation	—	—	—	—	—
LAL Family Partners L.P.	—	—	—	—	—
Lalia Capital, LLC NEW YORK, NY	#6,452	Small	$205,747,124	15	Jun 30, 2026 Filed Aug 11
Lam Chi Ming	—	—	—	—	—
LAM GROUP, INC. LAKE OSWEGO, OR	#6,539	Small	$181,100,258	75	Sep 30, 2026 Filed Oct 26
LAM LAI MING	—	—	—	—	—
Lamond Capital Partners LLC SAN FRANCISCO, CA	—	—	—	—	—
Lancaster Investment Management LONDON, X0	#7,112	Small	$163,293,132	9	Sep 30, 2026 Filed Oct 21
Lance Friedman	—	—	—	—	—
Lance G. Laing	—	—	—	—	—
Lance S. Gad, Trustee, Lance S. Gad Revocable Trust U/A DTD 05/14/2018	—	—	—	—	—
LANDAAS & CO /WI /ADV MILWAUKEE, WI	#3,618	Small	$602,256,514	125	Sep 30, 2026 Filed Oct 29
LandBridge Holdings LLC	—	—	—	—	—
Land & Buildings Investment Management, LLC STAMFORD, CT	#3,511	Small	$583,445,451	19	Jun 30, 2026 Filed Aug 14
LANDESBANK BADEN-WUERTTEMBERG STUTTGART BADEN-WUERTTEMBERG, 2M	#5,568	Micro	$59,232,616	3	Sep 30, 2026 Filed Oct 30
Landing Point Financial Group, LLC AVON, OH	#5,305	Small	$294,178,817	65	Jun 30, 2026 Filed Aug 6
Landmark Bank COLUMBIA, MO	—	—	—	—	—
Landmark Financial Advisors, LLC Bowling Green, KY	—	Small	$277,218,615	65	Dec 31, 2023 Filed Feb 13
LANDMARK INVESTMENT PARTNERS, L.P. WEST PALM BEACH, FL	#8,232	Small	$108,555,079	21	Jun 30, 2026 Filed Aug 14
LANDMARK WEALTH MANAGEMENT, INC. NORMAL, IL	#5,227	Small	$275,461,257	25	Sep 30, 2026 Filed Nov 4
Landmark Wealth Management, LLC MELVILLE, NY	#4,310	Small	$385,580,433	112	Sep 30, 2026 Filed Nov 3
Landon Lovig	—	—	—	—	—
Landsberg, Bennett, & Dubbaneh LLC PUNTA GORDA, FL	—	Small	$738,932,327	241	Sep 30, 2021 Filed Oct 29
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Englewood, NJ	#1,925	Mid	$1,541,506,692	621	Jun 30, 2026 Filed Aug 12
Landy Toth	—	—	—	—	—
Lane & Associates LLC MOORESTOWN, NJ	—	Small	$182,845,480	72	Mar 31, 2025 Filed May 1
Lane Bess	—	—	—	—	—
LANE BROTHERS & CO INC PRESCOTT, AZ	#7,362	Micro	$99,081,692	38	Sep 30, 2026 Filed Nov 2
LANE DOUGLAS C & ASSOCIATES INC NEW YORK, NY	—	—	—	—	—
Lane Five Capital Management, LP Towson, MD	—	—	—	—	—
Lane Generational LLC Palm Beach, FL	#8,151	Small	$113,915,418	40	Jun 30, 2026 Filed Aug 13
Lane Lovig	—	—	—	—	—
LANEXA MANAGEMENT, LLC NEW YORK, NY	—	—	—	—	—
Langdon Equity Partners TORONTO, A6	#6,871	Small	$178,898,634	9	Jun 30, 2026 Filed Aug 13
Langley Steinert	—	—	—	—	—
LANGLEY WEALTH MANAGEMENT, LLC CORINTH, MS	#8,314	Small	$101,227,578	106	Sep 30, 2026 Filed Nov 4
Lanham O'Dell & Company, Inc. HURRICANE, WV	—	Small	$349,102,614	35	Dec 31, 2025 Filed Jan 12
Lan Huang	—	—	—	—	—

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