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
Roof Advisory Group, Inc. HARRISBURG, PA	—	—	—	—	—
Roof Eidam Maycock Peralta, LLC San Francisco, CA	#3,809	Small	$518,256,446	87	Sep 30, 2026 Filed Oct 15
ROOSEVELT INVESTMENT GROUP INC New York, NY	—	Mid	$1,349,677,574	256	Sep 30, 2022 Filed Oct 19
Rooted Wealth Advisors, Inc. BOURBONNAIS, IL	#4,372	Small	$343,698,226	116	Sep 30, 2026 Filed Nov 3
Root Financial Partners, LLC ENCINITAS, CA	#1,384	Mid	$2,744,500,826	3,211	Sep 30, 2026 Filed Oct 21
Ropes Wealth Advisors LLC Boston, MA	—	Small	$512,970,845	205	Sep 30, 2023 Filed Oct 19
R-OPUS Inc.	—	—	—	—	—
Rorema Beheer B.V.	—	—	—	—	—
Rorschach Advisors LLC	—	—	—	—	—
Rorschach Capital LLC	—	—	—	—	—
Rory B. Riggs	—	—	—	—	—
Rory J. Cutaia	—	—	—	—	—
Rory Wallace	—	—	—	—	—
Rosalind Advisors, Inc. TORONTO, A6	#5,593	Small	$266,977,310	29	Jun 30, 2026 Filed Aug 14
Rose Capital Advisors LLC MIAMI BEACH, FL	#6,546	Small	$401,642,515	214	Sep 30, 2026 Filed Nov 4
Rose Eric James	—	—	—	—	—
Rosen Andrew S. Dallas, TX	—	—	—	—	—
Rosenbaum Jay D. BOSTON, MA	—	Micro	$6,545,267	5	Sep 30, 2024 Filed Nov 7
Rosenberg J. David	—	—	—	—	—
Rosenberg Matthew Hamilton GRAND JUNCTION, CO	#3,672	Small	$544,410,140	627	Sep 30, 2026 Filed Oct 5
Rosenblum Silverman Sutton S F Inc /ca San Francisco, CA	#4,321	Small	$415,915,982	61	Jun 30, 2026 Filed Aug 13
ROSENFELD ERIC	—	—	—	—	—
Rosen Mitchell A.	—	—	—	—	—
Rosenthal \| Henry Capital Advisors, Inc. MISHAWAKA, IN	#8,271	Micro	$99,010,114	45	Sep 30, 2026 Filed Oct 27
Rosenthal Lee	—	—	—	—	—
Rose Park Advisors, LLC Boston, MA	—	Micro	$17,519,567	1	Sep 30, 2024 Filed Oct 9
ROSE STUART A	—	—	—	—	—
Roshen Pujari	—	—	—	—	—
Rosie Lee	—	—	—	—	—
Ross Berner	—	—	—	—	—
Rossby Financial, LCC MELBOURNE, FL	#3,636	Small	$647,221,584	1,708	Sep 30, 2026 Filed Nov 5
Ross Dove	—	—	—	—	—
ROSS\JOHNSON & Associates LLC PLYMOUTH, MN	#8,774	Micro	$5,813,550	359	Jun 30, 2026 Filed Aug 14
Rossmore Private Capital GLASTONBURY, CT	#2,182	Mid	$1,308,733,215	231	Sep 30, 2026 Filed Oct 27
Rosy Depot Limited	—	—	—	—	—
Rotation Capital Management, LP New York, NY	—	—	—	—	—
Rotella Capital Management, Inc. BELLEVUE, WA	—	Micro	$0	1	Sep 30, 2015 Filed Nov 13
ROTHBERG JONATHAN M	—	—	—	—	—
ROTHBLATT MARTINE A	—	—	—	—	—
Roth Financial Partners LLC KINGWOOD, TX	#4,895	Small	$300,384,731	29	Sep 30, 2026 Filed Oct 6
ROTH RONALD G	—	—	—	—	—
Rothschild Capital Partners, LLC NEW YORK, NY	#4,025	Small	$466,376,770	63	Jun 30, 2026 Filed Aug 14
ROTHSCHILD & CO ASSET MANAGEMENT US INC. New York, NY	—	Mid	$6,410,560,051	248	Dec 31, 2022 Filed Feb 14
Rothschild & Co Wealth Management UK Ltd London, X0	#701	Mid	$7,165,496,404	22	Sep 30, 2026 Filed Oct 20
ROTHSCHILD INVESTMENT CORP /IL CHICAGO, IL	—	Mid	$1,042,660,054	346	Sep 30, 2023 Filed Oct 16
ROTHSCHILD INVESTMENT LLC CHICAGO, IL	#1,347	Mid	$2,674,890,340	3,264	Jun 30, 2026 Filed Aug 6
Rothschild Wealth LLC OAK BROOK, IL	#2,166	Mid	$1,252,421,308	483	Jun 30, 2026 Filed Aug 11
Rothwell Investment Advisors, LLC SALEM, MA	—	Small	$186,795,892	1,107	Sep 30, 2026 Filed Nov 6
Roubaix Capital, LLC DENVER, CO	#5,453	Small	$278,900,833	50	Jun 30, 2026 Filed Aug 10
Roumell Asset Management, LLC CHEVY CHASE, MD	—	Micro	$52,173,564	16	Jun 30, 2024 Filed Aug 13

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