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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
SG Select LLC BOCA RATON, FL	—	—	—	—	—
SG Trading Solutions, LLC BOUNTIFUL, UT	—	Small	$428,385,223	206	Dec 31, 2025 Filed Feb 24
Shabtai Adlersberg	—	—	—	—	—
Shade Tree Advisors LLC Saratoga Springs, NY	#6,996	Small	$183,931,000	55	Sep 30, 2026 Filed Oct 22
Shaf QIC LLC	—	—	—	—	—
SHAH CAPITAL MANAGEMENT RALEIGH, NC	#3,727	Small	$605,336,538	11	Sep 30, 2026 Filed Oct 9
Shah Wealth Advisors, LLC CHINO HILLS, CA	#4,225	Small	$484,232,029	63	Sep 30, 2026 Filed Nov 6
SHAIBATALHAMD AYMEN ABDALKADER	—	—	—	—	—
Shain Noor	—	—	—	—	—
Shai Wininger	—	—	—	—	—
Shaker Financial Services, LLC Arlington, VA	#5,084	Small	$302,524,247	144	Sep 30, 2026 Filed Oct 14
SHAKER INVESTMENTS LLC/OH CLEVELAND, OH	#5,465	Small	$264,319,780	79	Sep 30, 2026 Filed Nov 5
Shaker Sadasivam	—	—	—	—	—
Shakespeare Wealth Management, LLC Pewaukee, WI	#4,572	Small	$492,865,683	79	Sep 30, 2026 Filed Oct 28
Shalom Auerbach	—	—	—	—	—
Shalom Menachem	—	—	—	—	—
Shameek Konar	—	—	—	—	—
Shamrock Asset Management LLC DALLAS, TX	—	—	—	—	—
Shanchuan Tan	—	—	—	—	—
Shanchun Huang	—	—	—	—	—
SHANDA ASSET MANAGEMENT HOLDINGS Ltd REDWOOD CITY, CA	#1,549	Mid	$2,091,075,809	6	Jun 30, 2026 Filed Aug 14
Shane J. Schaffer	—	—	—	—	—
Shane Semler	—	—	—	—	—
Shanghai Bojiang Investment Management Co., Ltd.	—	—	—	—	—
Shanghai Fosun Pharmaceutical (Group) Co., Ltd.	—	—	—	—	—
Shanghai Pudong Science and Technology Investment Group Co., Ltd.	—	—	—	—	—
Shanghai Wenqian Enterprise Management Center L.P.	—	—	—	—	—
Shanghai Yuyun Management Partnership	—	—	—	—	—
Shanglue Xiao	—	—	—	—	—
Shangzhao (Cizar) Hong	—	—	—	—	—
ShankerValleau Wealth Advisors, Inc. SKOKIE, IL	#4,563	Small	$374,430,201	37	Sep 30, 2026 Filed Oct 16
Shannon Ralston	—	—	—	—	—
Shannon River Fund Management LLC NEW YORK, NY	#2,342	Mid	$1,120,393,787	37	Jun 30, 2026 Filed Aug 13
Shao-Lee Lin	—	—	—	—	—
Shaolin Capital Management LLC Miami, FL	#2,205	Mid	$1,216,993,593	302	Jun 30, 2026 Filed Aug 14
Shaoqing Xiang	—	—	—	—	—
Shaozhang Lin	—	—	—	—	—
SHAPIRO CAPITAL MANAGEMENT LLC ATLANTA, GA	#1,827	Mid	$1,649,639,334	49	Jun 30, 2026 Filed Aug 6
Shapiro George Craig	—	—	—	—	—
SHAPIRO ROBERT N BOSTON, MA	—	—	—	—	—
Sharat Sharan	—	—	—	—	—
Share Andrew L. MANCHESTER, NH	#7,988	Small	$133,933,121	43	Sep 30, 2026 Filed Nov 6
Shared Vision Wealth Group LLC CARLSBAD, X1	#5,345	Small	$290,873,832	41	Jun 30, 2026 Filed Jul 31
Shareholders affiliated with James R. Scott	—	—	—	—	—
SHARIAPORTFOLIO, INC. LAKE MARY, FL	#5,417	Small	$205,328,209	34	Sep 30, 2026 Filed Oct 20
Sharkey, Howes & Javer DENVER, CO	#2,832	Small	$787,923,256	62	Sep 30, 2026 Filed Oct 22
Sharng Chris Tahjiun	—	—	—	—	—
Sharon Carmel	—	—	—	—	—
Sharon C. Wechsler Estate	—	—	—	—	—
Sharp Arrow Global Tech Ventures L.P.	—	—	—	—	—

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