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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
McNaughton Wealth Management, LLC SAN DIEGO, CA	#5,429	Small	$263,492,538	37	Sep 30, 2026 Filed Oct 9
McQueen, Ball & Associates Inc. BETHLEHEM, PA	—	—	—	—	—
MCRAE CAPITAL MANAGEMENT INC Morristown, NJ	#3,807	Small	$538,914,832	96	Sep 30, 2026 Filed Oct 15
MDE Group MORRISTOWN, NJ	—	—	—	—	—
MD Financial Management Inc. OTTAWA, A6	—	Mid	$3,827,379,245	252	Dec 31, 2021 Filed Feb 14
MDP Global Investors II Ltd CHICAGO, IL	—	—	—	—	—
mDR LTD	—	—	—	—	—
M.D. Sass, LLC New York, NY	#1,933	Mid	$1,530,154,196	37	Jun 30, 2026 Filed Aug 7
MDV Management Company, L.L.C. Menlo Park, CA	—	—	—	—	—
Meadowbrook Advisors Group, LLC BEDMINSTER, NJ	#6,722	Small	$186,660,977	156	Jun 30, 2026 Filed Aug 7
MeadowBrook Investment Advisors LLC Livonia, MI	#7,966	Small	$121,279,487	158	Sep 30, 2026 Filed Oct 29
Meadowbrook Wealth Management, LLC GARDEN CITY, NY	#8,389	Micro	$94,179,047	69	Sep 30, 2026 Filed Oct 8
Meadow Creek Investment Management LLC ATLANTA, GA	—	Micro	$0	1	Sep 30, 2019 Filed Nov 14
Meadow Creek Wealth Advisors LLC ATLANTA, GA	#7,141	Small	$166,832,614	124	Sep 30, 2026 Filed Nov 2
MEAG MUNICH ERGO AssetManagement GmbH Munich, 2M	—	Micro	$155,553	2	Dec 31, 2021 Filed Jan 25
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH Munich, 2M	—	Mid	$3,543,381,075	196	Jun 30, 2025 Filed Jul 16
M.E. ALLISON & CO., INC. SAN ANTONIO, TX	#6,961	Small	$176,194,180	160	Sep 30, 2026 Filed Oct 9
MEANS INVESTMENT CO., INC. BANGOR, ME	#2,105	Mid	$1,258,836,539	153	Sep 30, 2026 Filed Nov 3
Measured Risk Portfolios, Inc. SAN DIEGO, CA	#8,171	Micro	$91,501,462	54	Sep 30, 2026 Filed Oct 21
Measured Wealth Private Client Group, LLC PORTSMOUTH, NH	#4,342	Small	$412,652,342	610	Jun 30, 2026 Filed Aug 10
Mechanics Bank Trust Department Walnut Creek, CA	#2,887	Small	$734,800,766	159	Sep 30, 2026 Filed Oct 13
Mechanics Financial Corp Mansfield, OH	#4,846	Small	$321,293,734	249	Sep 30, 2026 Filed Nov 5
Medallion Wealth Advisors, LLC FARMINGTON, CT	#5,181	Small	$308,205,319	863	Jun 30, 2026 Filed Aug 14
MEDIATEL PARTNERS FORT WORTH, TX	#8,697	Micro	$25,393,016	2	Jun 30, 2026 Filed Aug 10
MEDICI CAPITAL LLC NEWPORT BEACH, CA	#8,598	Micro	$51,018,681	6	Jun 30, 2026 Filed Aug 11
Medicxi Growth I LP	—	—	—	—	—
Medicxi Ventures Management (Jersey) Ltd ST. HELIER, Y9	#6,895	Small	$126,656,380	3	Sep 30, 2026 Filed Nov 2
Medina Value Partners, LLC LOS ANGELES, CA	#3,793	Small	$510,385,184	27	Jun 30, 2026 Filed Aug 14
Mediolanum International Funds Ltd DUBLIN 1, L2	#488	Large	$11,645,659,393	450	Jun 30, 2026 Filed Jul 23
Meditor Group Ltd HAMILTON, D0	—	Micro	$48,150,826	4	Sep 30, 2024 Filed Oct 7
MEDTECH CERAMICS, LP	—	—	—	—	—
Medtronic plc	—	—	—	—	—
Medytox Inc.	—	—	—	—	—
Meeder Advisory Services, Inc. DUBLIN, OH	#1,323	Mid	$2,732,388,575	689	Jun 30, 2026 Filed Aug 7
MEEDER ASSET MANAGEMENT INC DUBLIN, OH	#1,625	Mid	$1,956,416,938	914	Jun 30, 2026 Filed Aug 7
MEGACHIPS CORP /FI	—	—	—	—	—
Mega Galaxy International Limited	—	—	—	—	—
Meghalaya Partners, L.P. Greenwich, CT	—	—	—	—	—
Mehana Capital LLC	—	—	—	—	—
Mehana Ventures LLC	—	—	—	—	—
Meiji Yasuda America Inc New York, NY	#3,463	Small	$763,990,823	57	Sep 30, 2026 Filed Oct 22
Meiji Yasuda Asset Management Co Ltd. Tokyo, M0	#1,497	Mid	$2,221,851,496	595	Jun 30, 2026 Filed Aug 13
Meiji Yasuda Life Insurance Co TOKYO, M0	#1,246	Mid	$3,014,095,624	224	Jun 30, 2026 Filed Aug 13
Mei Kanayama	—	—	—	—	—
Mei Mei Hu	—	—	—	—	—
Meissner William R.	—	—	—	—	—
MEITAV INVESTMENT HOUSE LTD BENE-BERAQ, L3	#426	Large	$13,059,134,242	195	Sep 30, 2026 Filed Oct 28
Meixler Investment Management, Ltd. SHOW LOW, AZ	#6,842	Small	$184,555,614	97	Sep 30, 2026 Filed Nov 3
Meketa Capital, LLC WESTWOOD, MA	—	Micro	$44,624,001	33	Dec 31, 2024 Filed Feb 14
MEKETA INVESTMENT GROUP INC /ADV WESTWOOD, MA	—	Micro	$29,588,557	28	Dec 31, 2025 Filed Feb 11

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