Institutions

Browse 20,671 institutional 13F filers

13F API → Top by AUM → Top by Performance → AUM Movers → Most-Held Stocks → Last Quarter's Movers →

Filers

8,827

Positions

1,971,844

Aggregate AUM

$79.8T

Report date

Jun 30, 2026

4 months ago

Recently Filed

Top 10 by submission date

FOUAD AHMED
Q/E Nov 5, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Sep 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Jun 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Mar 31, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Dec 31, 2025 · Filed 2d
Saffron & Hive LLC
Q/E Nov 3, 2026 · Filed 2d
Financial Management, Inc.
Q/E Sep 30, 2026 · Filed 2d
Investment Management Trust, LLC
Q/E Sep 30, 2026 · Filed 2d
RETIREMITTEN FINANCIAL LLC
Q/E Sep 30, 2026 · Filed 2d
LRZ CAPITAL LLC
Q/E Sep 30, 2026 · Filed 2d

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Name	Rank	Size	Latest AUM	Positions	As of
ASSET PLANNING CORPORATION KNOXVILLE, TN	—	Small	$210,546,654	31	Sep 30, 2025 Filed Nov 6
Asset Planning,Inc LOS ALAMITOS, CA	#7,452	Small	$145,779,192	306	Sep 30, 2026 Filed Oct 26
ASSET PLANNING SERVICES INC /LA/ /ADV COVINGTON, LA	#6,084	Small	$237,497,944	33	Sep 30, 2026 Filed Oct 15
Asset Planning Services, Ltd. Harleysville, PA	—	Small	$212,698,450	31	Dec 31, 2021 Filed Feb 14
Asset Value Investors Ltd LONDON, X0	—	Micro	$99,601,738	2	Mar 31, 2026 Filed Apr 9
Associated Banc-Corp Green Bay, WI	#1,001	Mid	$4,195,526,887	259	Sep 30, 2026 Filed Oct 30
AssuredPartners Investment Advisors, LLC Tampa, FL	#2,480	Mid	$1,031,295,455	271	Jun 30, 2026 Filed Aug 10
Astaris Capital Management LLP	—	—	—	—	—
Astenbeck Capital Management LLC Westport, CT	—	—	—	—	—
Astera Institute	—	—	—	—	—
Aster Capital Management (DIFC) Ltd DUBAI, C0	#3,998	Small	$470,034,991	792	Jun 30, 2026 Filed Aug 14
Asteria Vision Fund I, L.P.	—	—	—	—	—
ASTER INVESTMENT MANAGEMENT CO INC LARKSPUR, CA	—	—	—	—	—
Aston Asset Management, LP Chicago, IL	—	Micro	$0	1	Sep 30, 2013 Filed Nov 14
Aston Wagner	—	—	—	—	—
Astoria Portfolio Advisors LLC. NEW YORK, NY	#3,485	Small	$591,380,292	268	Jun 30, 2026 Filed Jul 28
Astoria Strategic Wealth, Inc. NEW BRAUNFELS, TX	#4,190	Small	$437,787,213	14	Jun 30, 2026 Filed Jul 16
Astor Investment Management LLC CHICAGO, IL	—	Small	$178,233,319	20	Jun 30, 2025 Filed Jul 18
Astra Capital Ltd	—	—	—	—	—
Astral Success Limited	—	—	—	—	—
Astrantus Investment Management srl MILANO, L6	—	Micro	$0	1	Mar 31, 2023 Filed Apr 5
Astrantus Ltd LONDON, X0	—	Micro	$56,311,592	165	Mar 31, 2022 Filed May 11
Astra Wealth Partners LLC JERSEY CITY, NJ	#6,778	Small	$183,744,794	57	Jun 30, 2026 Filed Aug 11
AstraZeneca PLC	—	—	—	—	—
ASTURIAS CAPITAL LLC New York, NY	—	—	—	—	—
Asymmetry Capital Management, L.P. SAN FRANCISCO, CA	—	Small	$178,247,813	22	Dec 31, 2021 Filed Jan 19
Asymmetry Point LP	—	—	—	—	—
AtaiBeckley Inc.	—	—	—	—	—
ATAI Life Sciences N.V.	—	—	—	—	—
Atairos Group, Inc. Bryn Mawr, PA	#1,749	Mid	$1,755,698,674	5	Jun 30, 2026 Filed Aug 14
Atairos Partners GP, Inc. Bryn Mawr, PA	#8,643	Micro	$41,103,513	2	Jun 30, 2026 Filed Aug 14
Atala Financial Inc CALABASAS, CA	#7,162	Small	$168,186,092	104	Sep 30, 2026 Filed Oct 22
Atalan Capital Partners, LP NEW YORK, NY	#1,850	Mid	$1,630,164,710	9	Jun 30, 2026 Filed Aug 14
ATALANTA SOSNOFF CAPITAL, LLC New York, NY	#800	Mid	$5,680,399,525	108	Jun 30, 2026 Filed Aug 12
Atalaya Capital Management LP NEW YORK, NY	—	Micro	$43,262,393	43	Jun 30, 2024 Filed Aug 13
Atalaya Capital Management LP	—	—	—	—	—
AT Bancorp DUBUQUE, IA	—	—	—	—	—
ATCG Holdings Limited	—	—	—	—	—
Ategra Capital Management, LLC VIENNA, VA	#6,349	Small	$212,573,062	19	Jun 30, 2026 Filed Aug 14
ATERNALIS CAPITAL LLC New York, NY	—	—	—	—	—
ATG Capital Opportunities Fund LP	—	—	—	—	—
ATG Fund II LLC	—	—	—	—	—
Athanasios Tsiakmakis	—	—	—	—	—
Athanor Capital	—	—	—	—	—
Athanor Capital, LP NEW YORK, NY	—	Micro	$40,106,000	22	Mar 31, 2022 Filed May 16
ATHENA CAPITAL ADVISORS LLC Lincoln, MA	—	Small	$548,415,520	103	Jun 30, 2020 Filed Aug 11
Athena Global Investors LLC RESTON, VA	—	—	—	—	—
Athena Investment Management ORINDA, CA	#7,174	Small	$161,769,170	100	Jun 30, 2026 Filed Aug 6
Athena Wealth Management, LLC RENO, NV	#7,837	Small	$134,945,197	99	Sep 30, 2026 Filed Oct 9
ATHERTON LANE ADVISERS, LLC MENLO PARK, CA	—	—	—	—	—

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