Institutions
Browse 20,681 institutional 13F filers
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| Name | Size | Latest AUM | Open |
|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
RED BANK, NJ
|
Mid | $1,661,326,778 | |
|
Pinnacle Wealth Management Group, Inc.
PLYMOUTH, MI
|
Small | $210,594,606 | |
|
Pinnacle Wealth Management, LLC
ROSEVILLE, CA
|
Small | $161,452,004 | |
|
Pinnacle Wealth Planning Services, Inc.
MANSFIELD, OH
|
Small | $912,076,580 | |
|
Pinnacle West Asset Management, Inc.
CASPER, WY
|
Small | $141,744,921 | |
|
PINNBROOK CAPITAL MANAGEMENT LP
NEW YORK, NY
|
Small | $938,140,760 | |
|
PINNEY & SCOFIELD, INC.
CAMBRIDGE, MA
|
Small | $204,519,307 | |
|
PIN OAK INVESTMENT ADVISORS INC
HOUSTON, TX
|
Small | $140,238,748 | |
|
Pinpoint Asset Management Ltd
HONG KONG, K3
|
Small | $488,089,015 | |
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
SINGAPORE, U0
|
Small | $396,205,049 | |
|
Pinz Capital Management, LP
NEW YORK, NY
|
Micro | $49,407,586 | |
| Pioneer Capital Anstalt | — | — | |
|
Pioneer Family Office, LLC
NORTH MIAMI BEACH, FL
|
Small | $178,754,614 | |
|
PIONEER TRUST BANK N A/OR
SALEM, OR
|
Small | $455,815,844 | |
|
Pioneer Wealth Management Group
AUSTIN, TX
|
Small | $420,076,009 | |
|
PIPER SANDLER & CO.
MINNEAPOLIS, MN
|
Micro | $269,965 | |
|
Piscataqua Savings Bank
PORTSMOUTH, NH
|
Small | $144,049,622 | |
| Pitango G.P. Capital Holdings Ltd. | — | — | |
| Pitango H.T. Fund I, L.P. | — | — | |
| Pitango V.C. Fund VI, L.P. | — | — | |
|
PITCAIRN CO
CONSHOHOCKEN, PA
|
Mid | $1,263,928,796 | |
|
Pitcairn Wealth Advisors LLC
CONSHOHOCKEN, PA
|
Small | $913,078,354 | |
| Piton Capital Partners LLC | — | — | |
|
PITTENGER & ANDERSON INC
LINCOLN, NE
|
Mid | $2,724,458,038 | |
|
Pitti Group Wealth Management, LLC
VICTOR, NY
|
Small | $137,276,486 | |
| Pittman Scott M. | — | — | |
|
Pivotal bioVenture Partners Investment Advisor LLC
SAN FRANCISCO, CA
|
Small | $307,788,408 | |
|
Pivot Point Capital Partners, LLC
SAN FRANCISCO, CA
|
— | — | |
|
PJT Investments Corp.
Toronto, A6
|
Small | $295,758,305 | |
| P. Kent Hawryluk | — | — | |
|
PKO BP BANKOWY Universal Pension Society JSC
WARSAW, R9
|
Small | $339,789,756 | |
|
PKO Investment Management Joint-Stock Co
WARSAW, R9
|
Mid | $1,444,997,269 | |
|
PKS Advisory Services, LLC
ALBANY, NY
|
Small | $601,520,573 | |
|
Placemark Investments, Inc.
ADDISON, TX
|
Micro | $0 | |
|
Plaisance Capital LLC
DENVER, CO
|
Small | $172,043,955 | |
|
Plan A Wealth LLC
LINCOLN, NE
|
Small | $266,095,459 | |
|
Plancorp, LLC
SAINT LOUIS, MO
|
Mid | $4,374,750,829 | |
|
Plan Group Financial, LLC
OKLAHOMA CITY, OK
|
Small | $485,210,096 | |
|
Planned Solutions, Inc.
FOLSOM, CA
|
Small | $361,701,766 | |
|
PLANNING ALTERNATIVES LTD /ADV
BIRMINGHAM, MI
|
Small | $932,583,649 | |
|
Planning Capital Management Corp
PAOLI, PA
|
Small | $146,533,193 | |
|
Planning Center, Inc.
MOLINE, IL
|
Mid | $1,059,699,151 | |
|
PLANNING DIRECTIONS INC
GLEN MILLS, PA
|
Small | $215,858,664 | |
|
Planning Project LLC
THE WOODLANDS, TX
|
Small | $494,213,243 | |
|
Planning Solutions Group LLC
FULTON, MD
|
— | — | |
|
Planning Strategies Inc.
LANCASTER, PA
|
Small | $160,722,695 | |
| Plansee Holding AG | — | — | |
|
Plante Moran Financial Advisors, LLC
SOUTHFIELD, MI
|
Mid | $1,731,620,666 | |
|
PlanVest Financial, Inc
GAITHERSBURG, MD
|
Small | $148,151,784 | |
|
PLANWISER FINANCIAL, LLC
COLORADO SPRINGS, CO
|
Small | $143,901,090 |
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