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

Search AUM size Filing type Location City Positions

Total value ($)

Export CSV

Name	Rank	Size	Latest AUM	Positions	As of
Mork Capital Management, LLC HEALDSBURG, CA	#7,291	Small	$156,314,102	104	Jun 30, 2026 Filed Aug 14
Morling Financial Advisors, LLC FREMONT, CA	#4,718	Small	$365,669,894	54	Sep 30, 2026 Filed Oct 28
Morningside Venture Investments Limited	—	—	—	—	—
Morningstar Investment Management LLC CHICAGO, IL	#1,774	Mid	$1,724,675,939	308	Jun 30, 2026 Filed Jul 21
Morningstar Investment Services LLC Chicago, IL	—	Small	$545,010,634	114	Mar 31, 2025 Filed May 5
MORNINGSTAR VENTURE CAPITAL LIMITED	—	—	—	—	—
Morris Bawabeh	—	—	—	—	—
Morris Capital Advisors, LLC Malvern, PA	—	Small	$106,027,132	51	Sep 30, 2022 Filed Oct 26
MORRIS FINANCIAL CONCEPTS, INC. MOUNT PLEASANT, SC	#4,992	Small	$326,120,053	77	Jun 30, 2026 Filed Jul 29
Morris Goldfarb	—	—	—	—	—
Morrison Todd Hale	—	—	—	—	—
MORRISSEY JOHN A	—	—	—	—	—
Morrissey Wealth Management, LLC NORTH HAVEN, CT	#7,206	Small	$160,622,422	17	Jun 30, 2026 Filed Oct 5
Morris Willner	—	—	—	—	—
Morse Asset Management, Inc DARIEN, CT	#3,455	Small	$600,826,434	367	Jun 30, 2026 Filed Aug 13
Morse Richard Tyler	—	—	—	—	—
Morsevo Trading, Inc.	—	—	—	—	—
Morton Brown Family Wealth, LLC ALLENTOWN, PA	#4,177	Small	$445,500,533	315	Sep 30, 2026 Filed Oct 23
Morton Capital Management LLC/CA CALABASAS, CA	#3,084	Small	$821,175,388	109	Sep 30, 2026 Filed Oct 23
MORTON COMMUNITY BANK EAST PEORIA, IL	#3,889	Small	$491,010,605	109	Jun 30, 2026 Filed Aug 14
MOR Wealth Management, LLC PHILADELPHIA, PA	#5,782	Small	$251,169,527	93	Jun 30, 2026 Filed Aug 6
Mosaic Advisors LLC HOUSTON, TX	#8,533	Micro	$63,747,914	26	Jun 30, 2026 Filed Aug 7
Mosaic Family Wealth, LLC ST. LOUIS, MO	—	Small	$380,302,418	124	Dec 31, 2021 Filed Jan 25
MOSAIC FAMILY WEALTH PARTNERS, LLC ST. LOUIS, MO	#1,980	Mid	$1,477,283,050	305	Jun 30, 2026 Filed Aug 5
MOSAIC FINANCIAL GROUP, LLC CHICAGO, IL	#7,288	Small	$156,357,182	100	Jun 30, 2026 Filed Aug 13
Mosaic Financial Partners, Inc. SAN FRANCISCO, CA	—	—	—	—	—
MOSELEY INVESTMENT MANAGEMENT INC BRADENTON, FL	—	Small	$313,540,943	139	Mar 31, 2026 Filed Apr 21
Moser Wealth Advisors, LLC BELLEVUE, WA	—	Small	$207,231,174	144	Jun 30, 2025 Filed Jul 31
Moshe Arkin	—	—	—	—	—
Moshe Mizrahy	—	—	—	—	—
Mosley Wealth Management ANAHEIM, CA	#5,314	Small	$291,785,574	595	Sep 30, 2026 Filed Oct 16
Moss Adams Wealth Advisors LLC SEATTLE, WA	#1,873	Mid	$1,523,870,021	286	Sep 30, 2026 Filed Oct 28
Mostafa Kandil	—	—	—	—	—
MOTCO SAN ANTONIO, TX	#2,261	Mid	$1,175,417,476	731	Jun 30, 2026 Filed Jul 31
Motek 7 SQL LLC	—	—	—	—	—
Motif Pharmaceuticals Ltd.	—	—	—	—	—
Moti Investments LLC	—	—	—	—	—
Motiv8 Investments LLC PORT ST. LUCIE, FL	—	Small	$163,140,412	642	Dec 31, 2025 Filed Feb 13
Motive Capital Fund I GP, LP New York, NY	—	Small	$274,995,000	1	Dec 31, 2020 Filed Feb 16
Motive GM Holdings II, LLC	—	—	—	—	—
MOTIVE WEALTH ADVISORS BIRMINGHAM, MI	#5,887	Small	$244,724,162	76	Sep 30, 2026 Filed Oct 26
Motley Fool Asset Management LLC ALEXANDRIA, VA	#1,376	Mid	$2,638,964,338	254	Sep 30, 2026 Filed Oct 27
Motley Fool Wealth Management, LLC ALEXANDRIA, VA	#8,769	Micro	$6,585,368	19	Jun 30, 2026 Filed Aug 6
Motovance Holdings Limited	—	—	—	—	—
MOULTON WEALTH MANAGEMENT, INC SPOKANE, WA	#7,413	Small	$131,066,668	35	Sep 30, 2026 Filed Oct 13
Mountain Capital Investment Advisors Inc. WESTMINSTER, CO	#3,140	Small	$719,930,463	69	Sep 30, 2026 Filed Nov 6
Mountain Capital Management, LLC HOUSTON, TX	—	Small	$142,101,932	1	Dec 31, 2025 Filed Feb 17
Mountain Crest Global Holdings LLC	—	—	—	—	—
Mountain Crest Holdings 6 LLC	—	—	—	—	—
Mountaineer Partners Management, LLC New York, NY	#7,748	Small	$134,755,926	11	Jun 30, 2026 Filed Aug 14

Use this data anywhere

Everything on this page is also served by the Equibles API and MCP server — plug it into Claude, your agents, or your own code. A free account includes an API key.

Get your free API key Explore the docs