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

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Name	Rank	Size	Latest AUM	Positions	As of
Philip F. Herrick, JR. and Carole L. Herrick Trust	—	—	—	—	—
PHILIP H. PRESS	—	—	—	—	—
Philip James Wealth Mangement, LLC MILTON, GA	#2,771	Small	$862,503,601	135	Sep 30, 2026 Filed Oct 27
Philip Wagenheim	—	—	—	—	—
Phillip Frost, M.D.	—	—	—	—	—
Phillip Frost, M.D.	—	—	—	—	—
Phillip James Consulting Co. PLYMOUTH, MN	#7,714	Small	$146,149,617	300	Sep 30, 2026 Filed Nov 3
Phillips Bradford A.	—	—	—	—	—
PHILLIPS FINANCIAL MANAGEMENT, LLC FORT WAYNE, IN	#2,070	Mid	$1,302,388,229	108	Sep 30, 2026 Filed Oct 19
Phillips Wealth Planners LLC STARKVILLE, MS	#7,751	Small	$134,648,022	198	Jun 30, 2026 Filed Aug 7
PhiloSmith Capital Corp STAMFORD, CT	—	Small	$213,560,954	27	Jun 30, 2021 Filed Sep 20
PhiloSmith Capital Corp STAMFORD, CT	#4,664	Small	$359,643,373	21	Sep 30, 2026 Filed Oct 23
Philosophy Capital Management LLC Alamo, CA	#2,447	Mid	$1,051,779,168	40	Jun 30, 2026 Filed Aug 14
Philotimo Fund, LP	—	—	—	—	—
PHILP & DANIELE BARACH FAMILY TRUST	—	—	—	—	—
Phocas Financial Corp. ALAMEDA, CA	#3,103	Small	$720,711,903	147	Jun 30, 2026 Filed Jul 31
Phoenician Capital LLC NEW YORK, NY	—	Micro	$21,934,997	4	Dec 31, 2022 Filed Feb 14
PHOENIX ASSET MANAGEMENT PARTNERS Ltd LONDON, X0	#7,597	Small	$142,512,771	11	Jun 30, 2026 Filed Aug 11
Phoenix Financial Ltd. Givatayim, L3	#431	Large	$14,634,281,027	441	Jun 30, 2026 Filed Aug 11
Phoenix Investment Adviser LLC New York, NY	—	—	—	—	—
Phoenix Venture Partners II, LP	—	—	—	—	—
Phoenix Wealth Advisors CHAPEL HILL, NC	#5,271	Small	$309,632,971	113	Sep 30, 2026 Filed Nov 3
Phraction Management LLC COLCHESTER, CT	#3,551	Small	$517,103,671	58	Sep 30, 2026 Filed Oct 14
PHRONESIS PARTNERS, L.P.	—	—	—	—	—
Phua Yong Tat	—	—	—	—	—
Phyllis Newhouse	—	—	—	—	—
PHYSICIANS FINANCIAL SERVICES, INC. RALEIGH, NC	#4,420	Small	$400,515,081	104	Sep 30, 2026 Filed Nov 4
Physician Wealth Advisors, Inc. MIDVALE, UT	#2,818	Small	$864,078,790	2,116	Sep 30, 2026 Filed Oct 20
Physician Wealth Solutions Inc. NORTH LAS VEGAS, NV	#5,622	Small	$254,173,529	17	Sep 30, 2026 Filed Oct 14
PIAR LLC LAS VEGAS, NV	#7,190	Small	$159,280,708	75	Sep 30, 2026 Filed Oct 21
PICKERING ENERGY PARTNERS LP HOUSTON, TX	#8,665	Micro	$35,987,913	12	Jun 30, 2026 Filed Aug 14
Pictet Asset Management Holding SA CAROUGE, V8	#99	Mega	$105,482,760,386	2,081	Sep 30, 2026 Filed Nov 3
PICTET ASSET MANAGEMENT LTD LONDON, X0	—	Large	$88,496,806,111	1,604	Jun 30, 2021 Filed Aug 16
PICTET ASSET MANAGEMENT SA Geneva 73, V8	—	Large	$82,684,325,719	1,863	Jun 30, 2023 Filed Aug 10
PICTET BANK & TRUST Ltd NASSAU, C5	#8,376	Micro	$85,495,965	33	Sep 30, 2026 Filed Oct 21
Pictet North America Advisors SA GENEVA 73, V8	#2,314	Mid	$1,165,731,509	149	Sep 30, 2026 Filed Oct 21
PICTON MAHONEY ASSET MANAGEMENT Toronto, A6	#453	Large	$13,347,396,799	1,159	Jun 30, 2026 Filed Aug 13
Piedmont Capital Management, LLC WHITEFISH, MT	#6,609	Small	$194,714,868	46	Jun 30, 2026 Filed Aug 13
Piedmont Capital Management, LLC/NC GREENSBORO, NC	#7,140	Small	$164,259,691	99	Sep 30, 2026 Filed Oct 21
PIEDMONT INVESTMENT ADVISORS INC DURHAM, NC	—	Mid	$2,474,880,985	769	Mar 31, 2020 Filed May 12
PIER 88 INVESTMENT PARTNERS LLC SAN FRANCISCO, CA	#8,454	Micro	$76,801,326	77	Sep 30, 2026 Filed Nov 6
Pier Capital, LLC STAMFORD, CT	#3,013	Small	$754,616,192	129	Jun 30, 2026 Filed Aug 5
Pierluigi Paracchi	—	—	—	—	—
Piermont Capital Management LLC St. Louis, MO	—	Micro	$0	1	Sep 30, 2016 Filed Nov 10
Pierre Broqua	—	—	—	—	—
Pierre Schurmann	—	—	—	—	—
PIERSHALE FINANCIAL GROUP, INC. Barrington, IL	—	Small	$156,891,364	247	Jun 30, 2023 Filed Jul 6
Pietro Bersani	—	—	—	—	—
PILGRIM GLOBAL ADVISORS LLC RENO, NV	#4,028	Small	$466,131,169	3	Jun 30, 2026 Filed Aug 14
Pilgrim Partners Asia Pte Ltd SINGAPORE, U0	#6,072	Small	$339,847,921	118	Sep 30, 2026 Filed Oct 29

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