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
Selwyn Isakow	—	—	—	—	—
Selwyn Lower Holdings (CYM) L.P.	—	—	—	—	—
Selz Capital LLC New York, NY	—	—	—	—	—
Semanteon Capital Management, LP NEWTON, MA	#8,708	Micro	$22,154,424	100	Jun 30, 2026 Filed Aug 12
Semenikhin Vladimir Anatolevich	—	—	—	—	—
Seminole Management Co., Inc. NEW YORK, NY	—	—	—	—	—
SEMITAM BONAM LLC GOSHEN, NY	#7,717	Small	$141,007,249	19	Sep 30, 2026 Filed Oct 27
Semmax Financial Advisors Inc. WINSTON SALEM, NC	—	Small	$383,240,184	338	Jun 30, 2025 Filed Aug 15
SEMPER AUGUSTUS INVESTMENTS GROUP LLC Highlands Ranch, CO	#2,723	Small	$884,603,241	48	Jun 30, 2026 Filed Aug 14
Semper Trust Co. KING OF PRUSSIA, PA	—	—	—	—	—
SEMR Holdings Limited	—	—	—	—	—
Semus Wealth Partners LLC Boca Raton, FL	#6,436	Small	$218,896,931	78	Sep 30, 2026 Filed Oct 22
Senator Investment Group LP New York, NY	#1,321	Mid	$2,740,152,817	58	Jun 30, 2026 Filed Aug 12
Sender Co & Partners, Inc. NEW YORK, NY	#5,966	Small	$237,567,697	62	Jun 30, 2026 Filed Aug 14
Sendero Wealth Management, LLC SAN ANTONIO, TX	#2,525	Small	$893,594,945	189	Sep 30, 2026 Filed Oct 14
SENECA CAPITAL INVESTMENTS, L.P. NEW YORK, NY	—	—	—	—	—
Seneca Financial Advisors LLC ROCHESTER, NY	#4,527	Small	$370,100,385	34	Sep 30, 2026 Filed Oct 28
Seneca House Advisors RICHMOND, VA	#5,414	Small	$282,851,605	84	Jun 30, 2026 Filed Jul 31
Seneschal Advisors, LLC TACOMA, WA	#7,514	Small	$146,038,139	537	Jun 30, 2026 Filed Aug 14
Sen Ming Lim	—	—	—	—	—
Sensato Investors LLC San Francisco, CA	—	Small	$107,185,861	22	Mar 31, 2020 Filed May 15
Sensenig Capital Advisors, Inc Collegeville, PA	#8,227	Small	$111,255,346	13	Sep 30, 2026 Filed Oct 23
Sensible Financial Planning & Management, LLC. WALTHAM, MA	—	Small	$550,110,799	14	Sep 30, 2025 Filed Nov 5
Sensible Money, LLC SCOTTSDALE, AZ	#4,579	Small	$382,653,753	44	Sep 30, 2026 Filed Oct 20
Sentient Global Resources Fund IV, L.P.	—	—	—	—	—
Sentinel Advisory Group, LLC MIDDLETON, WI	#5,866	Small	$218,462,778	33	Sep 30, 2026 Filed Oct 20
Sentinel Asset Management, Inc. Montpelier, VT	—	—	—	—	—
Sentinel Dome Partners, LLC BURLINGAME, CA	#8,549	Micro	$61,418,714	20	Jun 30, 2026 Filed Aug 14
SENTINEL PENSION ADVISORS, LLC WAKEFIELD, MA	#2,981	Small	$765,335,266	85	Sep 30, 2026 Filed Nov 2
SENTINEL TRUST CO LBA HOUSTON, TX	#2,334	Mid	$1,130,138,724	105	Sep 30, 2026 Filed Nov 3
SENTINEL WEALTH MANAGEMENT, INC. RESTON, VA	#7,611	Small	$141,858,821	17	Jun 30, 2026 Filed Aug 10
SENTRY INVESTMENT MANAGEMENT LLC Stevens Point, WI	#7,060	Small	$167,962,132	1	Jun 30, 2026 Filed Aug 10
Sentry LLC Memphis, TN	#4,735	Small	$280,764,773	118	Sep 30, 2026 Filed Oct 30
Sentry Select Capital Corp. TORONTO, A6	—	—	—	—	—
Senvest Management, LLC New York, NY	#1,154	Mid	$3,409,633,028	55	Jun 30, 2026 Filed Aug 14
Senyun International Ltd.	—	—	—	—	—
SENZAR ASSET MANAGEMENT, LLC NEW YORK, NY	—	—	—	—	—
Sepio Capital, LP Salt Lake City, UT	#1,602	Mid	$2,375,908,145	245	Sep 30, 2026 Filed Oct 22
Sequent Asset Management, LLC HOUSTON, TX	#7,325	Small	$154,501,930	49	Jun 30, 2026 Filed Jul 22
Sequent Planning LLC OMAHA, NE	#4,046	Small	$462,305,508	113	Jun 30, 2026 Filed Aug 14
SEQUOIA CAPITAL ISRAEL IV HOLDINGS, L.P. (“SEQUOIA CAPITAL ISRAEL IV HOLDINGS”)	—	—	—	—	—
Sequoia Financial Advisors, LLC Akron, OH	#359	Large	$20,065,620,418	1,725	Jun 30, 2026 Filed Jul 17
Sequoia Wealth Management, LLC Hoffman Estates, IL	—	—	—	—	—
Serengeti Asset Management LP New York, NY	—	Micro	$29,077,368	16	Sep 30, 2022 Filed Oct 26
Serenity Capital LLC Palo Alto, CA	—	Small	$167,131,158	7	Mar 31, 2025 Filed May 15
Serenity Capital Management, Ltd GEORGE TOWN, E9	—	—	—	—	—
SERENITY CAPITAL MANAGEMENT PTE. LTD. Singapore, U0	#4,944	Small	$331,590,247	11	Jun 30, 2026 Filed Aug 10
Serenity Investment Advisors CHICAGO, IL	#6,059	Small	$226,269,716	46	Sep 30, 2026 Filed Oct 30
Serent Capital Management Co LLC SAN FRANCISCO, CA	—	Micro	$44,886,702	1	Sep 30, 2024 Filed Nov 4
Serent Capital Partners UGP III, LLC	—	—	—	—	—

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