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
Private Capital Group, LLC WEST HARTFORD, CT	—	Small	$119,614,968	1,475	Jun 30, 2022 Filed Jul 28
PRIVATE CAPITAL MANAGEMENT Naples, FL	—	—	—	—	—
PRIVATE CAPITAL MANAGEMENT INC EAGAN, MN	—	—	—	—	—
Private Capital Management, LLC NAPLES, FL	#2,408	Mid	$1,077,774,446	149	Jun 30, 2026 Filed Aug 14
PRIVATE CAPITAL MANAGEMENT LLC DENVER, CO	—	Small	$498,638,562	81	Dec 31, 2024 Filed Feb 5
PRIVATE CLIENT SERVICES, LLC LOUISVILLE, KY	#4,549	Small	$359,323,291	153	Sep 30, 2026 Filed Oct 2
Private Harbour Investment Management & Counsel, LLC SAGAMORE HILLS, OH	#8,436	Micro	$84,294,684	35	Jun 30, 2026 Filed Aug 4
PRIVATE MANAGEMENT GROUP INC IRVINE, CA	#1,078	Mid	$3,618,172,623	279	Sep 30, 2026 Filed Nov 4
Private Ocean, LLC SAN RAFAEL, CA	—	Mid	$1,114,899,352	406	Jun 30, 2024 Filed Jul 30
Private Portfolio Partners LLC Paramus, NJ	—	Small	$542,424,160	182	Dec 31, 2024 Filed Feb 12
PRIVATE TRUST CO NA CLEVELAND, OH	#2,193	Mid	$1,194,867,742	1,750	Sep 30, 2026 Filed Oct 20
Private Vista, LLC CHICAGO, IL	—	Small	$101,937,180	81	Jun 30, 2020 Filed Jul 31
Private Wealth Advisors, Inc. GREENSBURG, PA	—	Small	$157,009,053	96	Dec 31, 2020 Filed Feb 9
Private Wealth Advisors, LLC Fresno, CA	#4,481	Small	$390,950,757	48	Jun 30, 2026 Filed Aug 6
Private Wealth Asset Management, LLC OMAHA, NE	#2,470	Mid	$1,036,832,234	751	Jun 30, 2026 Filed Aug 11
Private Wealth Group, LLC Tampa, FL	#5,678	Small	$219,008,196	44	Sep 30, 2026 Filed Oct 19
Private Wealth Management Group, LLC PRINCETON, NJ	#4,242	Small	$443,098,877	1,382	Sep 30, 2026 Filed Oct 19
Private Wealth Partners, LLC MILL VALLEY, CA	#2,040	Mid	$1,468,069,969	148	Sep 30, 2026 Filed Oct 22
Private Wealth Strategies, L.L.C. Worthington, OH	—	Small	$495,969,877	57	Jun 30, 2024 Filed Aug 1
Privet Fund LP	—	—	—	—	—
Privium Fund Management B.V. AMSTERDAM, P7	#3,642	Small	$515,534,805	58	Sep 30, 2026 Filed Nov 3
Privium Fund Management (UK) Ltd LONDON, X0	#5,910	Small	$198,728,225	4	Sep 30, 2026 Filed Oct 30
Proactive Wealth Strategies LLC MARIETTA, GA	#3,369	Small	$622,821,230	128	Jun 30, 2026 Filed Aug 10
PROATHLETE WEALTH MANAGEMENT LLC BOCA RATON, FL	#4,398	Small	$454,070,220	1,175	Sep 30, 2026 Filed Oct 15
Probabilities Fund Management, LLC WHITE PLAINS, NY	—	Micro	$28,104,767	10	Dec 31, 2021 Filed Feb 11
Probity Advisors, Inc. DALLAS, TX	#3,159	Small	$684,020,130	172	Sep 30, 2026 Filed Oct 23
Processus Wealth & Capital Management, LLC Brentwood, TN	#7,059	Small	$157,622,385	30	Sep 30, 2026 Filed Oct 16
ProCore Advisors, LLC NEWPORT BEACH, CA	#8,453	Micro	$80,273,800	78	Sep 30, 2026 Filed Oct 14
Procyon Advisors, LLC SHELTON, CT	#1,465	Mid	$2,263,861,486	462	Sep 30, 2026 Filed Oct 21
Prodigy Asset Management LLC OMAHA, NE	#4,937	Small	$271,663,710	27	Sep 30, 2026 Filed Oct 28
PROEHL GERALD T	—	—	—	—	—
Proem Advisors LLC Dallas, TX	#1,752	Mid	$1,751,055,438	39	Jun 30, 2026 Filed Aug 11
Proem SPAC Partners I LLC	—	—	—	—	—
PROEQUITIES, INC. BIRMINGHAM, AL	—	Micro	$0	6,167	Jun 30, 2025 Filed Aug 12
PROFESSIONAL ADVISORY SERVICES INC VERO BEACH, FL	#2,821	Small	$833,259,348	82	Sep 30, 2026 Filed Oct 8
Professional Financial Advisors, LLC NORTH PLATTE, NE	#3,545	Small	$549,692,873	82	Sep 30, 2026 Filed Oct 13
Professional Financial Management, Inc. APPLETON, WI	#8,346	Micro	$95,251,949	17	Sep 30, 2026 Filed Oct 22
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV VIENNA, VA	#7,877	Small	$128,688,684	16	Jun 30, 2026 Filed Aug 7
PROFESSIONAL PLANNING THOUSAND OAKS, CA	—	Small	$208,427,103	98	Sep 30, 2021 Filed Nov 15
PROFFITT & GOODSON INC KNOXVILLE, TN	#3,088	Small	$728,112,908	225	Jun 30, 2026 Filed Jul 22
Proficio Capital Partners LLC NEWTON, MA	#1,335	Mid	$2,713,719,665	608	Jun 30, 2026 Filed Aug 17
Profit Investment Management, LLC NORTH BETHESDA, MD	—	Micro	$24,731,802	35	Dec 31, 2025 Filed Jan 8
ProFrac Holding Corp.	—	—	—	—	—
Prof. Ugur Sahin, M.D.	—	—	—	—	—
PROFUND ADVISORS LLC BETHESDA, MD	#1,104	Mid	$3,483,821,053	1,096	Sep 30, 2026 Filed Oct 29
Progeny 3, Inc. KIRKLAND, WA	#1,636	Mid	$1,938,092,188	29	Jun 30, 2026 Filed Aug 14
Progressive Investment Management Corp LAKE OSWEGO, OR	#4,089	Small	$450,877,760	49	Sep 30, 2026 Filed Oct 26
Prometheus Capital Fund I, L.P.	—	—	—	—	—
Prometheus Foundation	—	—	—	—	—
PROMETHIUM ADVISORS,LLC BETHESDA, MD	#6,415	Small	$184,405,880	112	Sep 30, 2026 Filed Oct 19

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