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
Lee Sze Hau	—	—	—	—	—
Lee Terry L	—	—	—	—	—
Leeward Financial Partners, LLC Bellevue, WA	#4,551	Small	$377,999,955	86	Sep 30, 2026 Filed Oct 23
Leeward Investments, LLC - MA BOSTON, MA	#1,505	Mid	$1,961,921,574	139	Sep 30, 2026 Filed Oct 23
Lee William Baxter	—	—	—	—	—
LEE YIET LAI	—	—	—	—	—
Left Brain Wealth Management, LLC NAPERVILLE, IL	#4,946	Small	$315,158,354	95	Sep 30, 2026 Filed Oct 28
Legacy Advisors, LLC PLYMOUTH MEETING, PA	#2,416	Small	$899,683,778	255	Sep 30, 2026 Filed Oct 19
Legacy Advisory Services, LLC Exton, PA	#7,600	Small	$129,188,475	42	Sep 30, 2026 Filed Oct 20
Legacy Bridge, LLC WEST DES MOINES, IA	#5,017	Small	$303,423,826	261	Sep 30, 2026 Filed Oct 28
Legacy Capital Group California, Inc. LOS GATOS, CA	#4,941	Small	$331,752,685	262	Jun 30, 2026 Filed Jul 29
Legacy Capital Partners, Inc. MILWAUKEE, WI	—	Small	$303,191,865	130	Mar 31, 2022 Filed Apr 11
LEGACY CAPITAL WEALTH MANAGEMENT, LLC THE WOODLANDS, TX	#6,304	Small	$214,592,351	64	Jun 30, 2026 Filed Aug 13
Legacy Capital Wealth Partners, LLC LITTLE ROCK, AR	#3,679	Small	$457,401,219	289	Sep 30, 2026 Filed Oct 21
Legacy CG, LLC PLANO, TX	#4,484	Small	$375,765,365	42	Sep 30, 2026 Filed Oct 30
Legacy Edge Advisors, LLC SYOSSET, NY	#2,397	Mid	$1,007,947,289	125	Sep 30, 2026 Filed Nov 6
Legacy Financial Advisors, Inc. COVINGTON, KY	#2,890	Small	$805,298,043	397	Jun 30, 2026 Filed Aug 5
LEGACY FINANCIAL GROUP, INC. TULSA, OK	#4,255	Small	$443,079,816	67	Sep 30, 2026 Filed Oct 21
Legacy Financial Group LLC DES MOINES, IA	#2,717	Small	$888,214,360	67	Jun 30, 2026 Filed Aug 5
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC LOUISVILLE, KY	#6,350	Small	$201,577,471	123	Sep 30, 2026 Filed Nov 2
Legacy Financial Strategies, LLC OVERLAND PARK, KS	#3,298	Small	$603,155,578	111	Sep 30, 2026 Filed Oct 15
Legacy Investment Solutions, LLC MERIDIAN, ID	—	Small	$191,499,007	550	Jun 30, 2025 Filed Aug 6
Legacy PCG, LLC IRVINE, CA	#8,719	Micro	$19,801,475	17	Jun 30, 2026 Filed Aug 12
Legacy Private Trust Co. NEENAH, WI	#1,713	Mid	$1,749,217,624	179	Sep 30, 2026 Filed Oct 6
LEGACY SOLUTIONS, LLC KENNETT SQUARE, PA	#7,981	Small	$123,504,730	59	Sep 30, 2026 Filed Oct 7
Legacy Trust GRAND RAPIDS, MI	#3,566	Small	$588,193,279	184	Sep 30, 2026 Filed Nov 6
Legacy Wealth Advisors, LLC NORTH MIAMI BEACH, FL	#6,061	Small	$231,030,273	133	Jun 30, 2026 Filed Aug 14
Legacy Wealth Asset Management, LLC WOODBURY, MN	#4,082	Small	$437,119,926	344	Sep 30, 2026 Filed Oct 9
Legacy Wealth Management, LLC MEMPHIS, TN	#1,654	Mid	$1,898,250,543	14	Sep 30, 2026 Filed Oct 22
Legacy Wealth Management, LLC / MS RIDGELAND, MS	#4,493	Small	$333,314,650	102	Sep 30, 2026 Filed Oct 30
Legacy Wealth Managment, LLC/ID BOISE, ID	#5,891	Small	$242,514,671	111	Jun 30, 2026 Filed Aug 13
Legacy Wealth Partners, Inc. CALABASAS, CA	—	Small	$170,080,474	65	Jun 30, 2021 Filed Aug 16
Legacy Wealth Partners, LLC Lakewood, CO	#4,170	Small	$420,611,566	101	Sep 30, 2026 Filed Oct 15
Legacy Wealth Planning, LLC RENO, NV	—	Micro	$59,915,075	59	Sep 30, 2022 Filed Nov 10
Legal Advantage Investments, Inc. Los Altos Hills, CA	#5,392	Small	$468,235,234	80	Sep 30, 2026 Filed Oct 13
Legal & General Group Plc	—	—	—	—	—
Legal & General Group Plc London, X0	#31	Mega	$479,616,241,247	3,341	Jun 30, 2026 Filed Aug 14
Legato Capital Management LLC San Francisco, CA	#2,232	Mid	$1,199,306,170	674	Jun 30, 2026 Filed Aug 6
Legend Aggregator, LP	—	—	—	—	—
Legend Architecture Consultant Limited	—	—	—	—	—
Legend Capital Advisors LLC NEW YORK, NY	#6,791	Small	$183,024,732	58	Jun 30, 2026 Filed Aug 14
Legend Capital Management Co., Ltd.	—	—	—	—	—
Legend Financial Advisors, Inc. PITTSBURGH, PA	#6,924	Small	$176,007,867	38	Jun 30, 2026 Filed Jul 20
Legendman Investments Limited	—	—	—	—	—
Legg Mason Asset Management (Japan) Co., Ltd. TOKYO, M0	—	Micro	$89,072,870	117	Dec 31, 2021 Filed Feb 14
LEGG MASON CAPITAL MANAGEMENT LLC BALTIMORE, MD	—	—	—	—	—
LEGG MASON GLOBAL ASSET ALLOCATION, LLC NEW YORK, NY	—	—	—	—	—
LEGG MASON, INC. BALTIMORE, MD	—	Small	$126,574,062	4	Jun 30, 2020 Filed Aug 14
Legg Mason International Equities LONDON, X0	—	—	—	—	—
Legg Mason Investment Counsel, LLC BALTIMORE, MD	—	—	—	—	—

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