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
Ole Nielsen	—	—	—	—	—
Olesen Value Fund L.P.	—	—	—	—	—
Olimpio Matarazzo Neto	—	—	—	—	—
OLIO Financial Planning MCLEAN, VA	#4,402	Small	$400,410,010	47	Sep 30, 2026 Filed Oct 22
Olistico Wealth, LLC TULSA, OK	#4,963	Small	$237,593,688	267	Sep 30, 2026 Filed Oct 5
Oliveira Steven Michael	—	—	—	—	—
Oliver Cromwell Carmichael III	—	—	—	—	—
OLIVER LAGORE VANVALIN INVESTMENT GROUP FLINT, MI	—	Small	$275,732,508	512	Jun 30, 2025 Filed Jul 10
Oliver Luxxe Assets LLC GLADSTONE, NJ	#3,199	Small	$631,715,500	171	Sep 30, 2026 Filed Oct 14
Olive Tree V Limited Partnership	—	—	—	—	—
Olivier Pomel	—	—	—	—	—
Olivier Roussy Newton	—	—	—	—	—
Olmsted Investments LLC	—	—	—	—	—
OLP CAPITAL MANAGEMENT Ltd CAUSEWAY BAY, K3	#4,425	Small	$400,046,001	6	Jun 30, 2026 Filed Aug 14
Olstein Capital Management, L.P. Purchase, NY	—	Small	$458,067,169	99	Mar 31, 2026 Filed Apr 21
Olympiad Research LP Stamford, CT	#8,610	Micro	$77,033,962	255	Sep 30, 2026 Filed Nov 4
Olympus Peak Asset Management LP GREENWICH, CT	#8,690	Micro	$27,125,966	1	Jun 30, 2026 Filed Aug 14
OLYMPUS WEALTH MANAGEMENT, LLC COTTONWOOD HEIGHTS, UT	—	Small	$276,427,198	15	Jun 30, 2025 Filed Jul 17
Oman International Development & Investment Co. SAOG	—	—	—	—	—
OMC Financial Services LTD DEWITT, NY	#5,231	Small	$175,119,653	30	Sep 30, 2026 Filed Oct 19
Omega Advisors Inc. NEW YORK, NY	—	—	—	—	—
Omega Financial Group, LLC Santa Barbara, CA	#4,971	Small	$299,218,045	44	Sep 30, 2026 Filed Oct 29
Omega Fund IV, L.P.	—	—	—	—	—
Omega Fund Management, LLC Boston, MA	#6,746	Small	$185,685,947	10	Jun 30, 2026 Filed Aug 14
Omega Fund VII, L.P.	—	—	—	—	—
Omega Fund VI, L.P.	—	—	—	—	—
Omega Fund V, L.P.	—	—	—	—	—
OMERS ADMINISTRATION Corp TORONTO, A6	#391	Large	$16,679,454,282	870	Jun 30, 2026 Filed Aug 13
Omid Farokhzad	—	—	—	—	—
OMNI 360 Wealth, Inc. Plainsboro, NJ	#6,263	Small	$204,144,836	69	Sep 30, 2026 Filed Oct 13
Omnia Family Wealth, LLC AVENTURA, FL	#4,603	Small	$373,117,226	89	Jun 30, 2026 Filed Jul 9
OMNI PARTNERS LLP LONDON, X0	—	Mid	$1,293,851,048	90	Mar 31, 2021 Filed May 17
Omni Partners US LLC IRVINE, CA	—	Mid	$1,297,610,869	185	Sep 30, 2021 Filed Nov 15
Omni Retail Enterprises, LLC 1	—	—	—	—	—
OmniStar Financial Group, Inc. Wilmington, NC	#6,253	Small	$216,205,579	109	Sep 30, 2026 Filed Oct 26
Omnitrust Wealth Management, Inc JACKSONVILLE, FL	—	Micro	$72,862,305	56	Sep 30, 2026 Filed Nov 2
OMP AY Preferred Limited	—	—	—	—	—
OMT Capital Management LLC SAN FRANCISCO, CA	—	—	—	—	—
ONCE CAPITAL MANAGEMENT, LLC NEW YORK, NY	#3,797	Small	$782,636,687	20	Sep 30, 2026 Filed Nov 2
One01 Capital, LP BURLINGAME, CA	—	Micro	$77,988,655	18	Sep 30, 2023 Filed Nov 14
One68 Global Capital, LLC NEW YORK, NY	#8,655	Micro	$38,622,858	55	Jun 30, 2026 Filed Aug 17
one8zero8, LLC GREENSBORO, NC	#3,821	Small	$504,942,293	225	Jun 30, 2026 Filed Aug 10
ONE Advisory Partners, LLC OVERLAND PARK, KS	#4,655	Small	$357,050,366	31	Sep 30, 2026 Filed Oct 22
OneAscent Family Office, LLC BIRMINGHAM, AL	#6,578	Small	$197,058,892	215	Jun 30, 2026 Filed Aug 11
OneAscent Financial Services LLC BIRMINGHAM, AL	#1,552	Mid	$2,081,277,769	370	Jun 30, 2026 Filed Aug 11
OneAscent Investment Solutions LLC BIRMINGHAM, AL	#8,270	Small	$105,605,614	137	Jun 30, 2026 Filed Aug 11
OneAscent Wealth Management LLC BIRMINGHAM, AL	#4,928	Small	$332,741,155	129	Jun 30, 2026 Filed Aug 11
One Capital Management, LLC WESTLAKE VILLAGE, CA	#1,068	Mid	$3,824,544,713	333	Jun 30, 2026 Filed Aug 13
One Charles Private Wealth Services, LLC HINGHAM, MA	#4,221	Small	$433,859,336	119	Jun 30, 2026 Filed Jul 15
One Day In July LLC BURLINGTON, VT	#2,008	Mid	$1,206,738,809	85	Sep 30, 2026 Filed Oct 30

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