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
SILVER OAK WEALTH ADVISORS SERVICES, LLC LOS ANGELES, CA	#7,082	Small	$167,033,628	21	Jun 30, 2026 Filed Aug 5
SilverOak Wealth Management LLC Edina, MN	#2,957	Small	$811,259,003	92	Sep 30, 2026 Filed Oct 29
Silver Point Capital L.P. Greenwich, CT	#2,568	Small	$973,791,658	12	Jun 30, 2026 Filed Aug 17
Silver Rock Financial LLC Santa Monica, CA	—	—	—	—	—
Silver Rock Financial LP Los Angeles, CA	#8,694	Micro	$26,484,795	20	Jun 30, 2026 Filed Aug 14
Silversage Advisors IRVINE, CA	—	Micro	$2,409,822	5	Jun 30, 2021 Filed Aug 10
Silversmith Partners I GP, LLC Boston, MA	—	Micro	$39,220,898	1	Mar 31, 2026 Filed May 13
Silver Spur Capital, LLC Englewood, CO	—	—	—	—	—
SILVIA MCCOLL WEALTH MANAGEMENT, LLC SAN DIEGO, CA	#7,098	Small	$166,341,675	95	Sep 30, 2026 Filed Oct 7
SIMA Wealth Partners, LLC NORTH CHESTERFIELD, VA	#7,627	Small	$141,124,489	72	Sep 30, 2026 Filed Oct 19
Simcah Management LLC Charlotte, NC	—	—	—	—	—
Simcere Zaiming, Inc.	—	—	—	—	—
Simcoe Capital LLC SPOKANE, WA	#7,135	Small	$145,871,822	34	Sep 30, 2026 Filed Nov 5
Simcoe Capital Management, LLC NEW YORK, NY	#3,620	Small	$549,313,043	14	Jun 30, 2026 Filed Aug 14
Simeon A. Thibeaux	—	—	—	—	—
Simeon Palios	—	—	—	—	—
Simmons Bank Pine Bluff, AR	#1,750	Mid	$1,753,294,783	295	Jun 30, 2026 Filed Jul 31
SIMMONS FIRST TRUST CO NA PINE BLUFF, AR	—	—	—	—	—
SIMONBAKER & PARTNERS LLC San Francisco, CA	—	—	—	—	—
Simon Charitable Public LLC CLEVELAND, OH	—	—	—	—	—
Simon Fiduciaria S.p.A.	—	—	—	—	—
Simon Irish	—	—	—	—	—
Simon Pedder	—	—	—	—	—
Simon Property Group Inc /DE/ Indianapolis, IN	—	—	—	—	—
SIMON QUICK ADVISORS, LLC MORRISTOWN, NJ	#1,412	Mid	$2,506,837,267	311	Sep 30, 2026 Filed Oct 26
Simon Wajcenberg	—	—	—	—	—
SIMPLEX TRADING, LLC CHICAGO, IL	#1,077	Mid	$2,967,833,432	2,174	Sep 30, 2026 Filed Nov 4
Simplicity Wealth,LLC SUMMIT, NJ	#1,262	Mid	$3,220,214,416	671	Sep 30, 2026 Filed Oct 23
SimpliFi, Inc. SAN DIEGO, CA	#5,758	Small	$204,477,697	30	Sep 30, 2026 Filed Oct 28
Simplify Asset Management Inc. Las Vegas, NV	#686	Mid	$6,108,145,488	100	Sep 30, 2026 Filed Oct 27
Simplify Inventions, LLC	—	—	—	—	—
SIMS INVESTMENT MANAGEMENT, LLC CINCINNATI, OH	#5,018	Small	$304,859,253	29	Sep 30, 2026 Filed Oct 13
SIM Sponsor 1 LLC	—	—	—	—	—
Sinaptic Holdings, LLC	—	—	—	—	—
Sincere Talent Investment Limited	—	—	—	—	—
Sincerus Advisory, LLC NEW YORK, NY	#7,485	Small	$148,931,337	47	Sep 30, 2026 Filed Oct 9
Sinclair, Inc.	—	—	—	—	—
SINECERA CAPITAL, LLC AUSTIN, TX	—	Micro	$82,826,513	20	Sep 30, 2024 Filed Oct 8
Singapore Technologies Telemedia Pte Ltd Singapore, U0	#5,288	Small	$307,168,286	1	Sep 30, 2026 Filed Nov 6
Singer Eric	—	—	—	—	—
SINGER JAMES R	—	—	—	—	—
Singh Jagdeep	—	—	—	—	—
Singh Ranbir	—	—	—	—	—
Single Point Partners, LLC BOSTON, MA	#3,213	Small	$668,486,877	48	Sep 30, 2026 Filed Oct 19
Singolda Adam	—	—	—	—	—
Sino Lion Ventures Ltd	—	—	—	—	—
Sinvest Investments II Ltd. Nassau, New Providence, C5	#5,263	Small	$319,804,000	2	Sep 30, 2026 Filed Oct 23
(S) Investors Trust Company	—	—	—	—	—
Sio Capital Management, LLC NEW YORK, NY	#3,439	Small	$604,294,806	59	Jun 30, 2026 Filed Aug 14
Siokas Grigorios	—	—	—	—	—

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