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
Smith Asset Management Group LP Dallas, TX	—	Mid	$2,027,740,502	344	Jun 30, 2021 Filed Aug 6
SMITHBRIDGE ASSET MANAGEMENT INC/DE Chadds Ford, PA	#3,074	Small	$735,906,872	147	Sep 30, 2026 Filed Oct 19
SMITH CAPITAL MANAGEMENT INC /AR/ADV Little Rock, AR	—	Small	$107,910,672	50	Sep 30, 2020 Filed Nov 13
SMITH CHAS P & ASSOCIATES PA CPAS LAKELAND, FL	#1,612	Mid	$1,904,693,400	151	Sep 30, 2026 Filed Oct 22
Smith Edgar R. III	—	—	—	—	—
Smithfield Trust Co PITTSBURGH, PA	#1,405	Mid	$2,504,883,226	905	Jun 30, 2026 Filed Aug 5
Smith Gerald F JR	—	—	—	—	—
Smith, Graham & Co., Investment Advisors, LP Houston, TX	—	Small	$854,683,441	139	Dec 31, 2023 Filed Jan 29
Smith Group Asset Management, LLC DALLAS, TX	#1,419	Mid	$1,529,210,968	142	Sep 30, 2026 Filed Oct 27
SMITH HAYES Advisers, Inc LINCOLN, NE	—	—	—	—	—
Smith & Hood Holding Company, LLC	—	—	—	—	—
Smith & Howard Wealth Management, LLC ATLANTA, GA	#3,829	Small	$483,144,398	64	Sep 30, 2026 Filed Oct 27
Smith Jeffrey Loren	—	—	—	—	—
Smith, John Victor	—	—	—	—	—
SMITH, MOORE & CO. CLAYTON, MO	#1,929	Mid	$1,535,882,626	391	Jun 30, 2026 Filed Aug 12
Smith Partners Wealth Management, LLC GREENSBORO, NC	#7,927	Small	$137,195,509	48	Sep 30, 2026 Filed Nov 5
Smith Salley Wealth Management GREENSBORO, NC	#1,474	Mid	$2,410,343,089	211	Sep 30, 2026 Filed Nov 3
Smiths Group plc	—	—	—	—	—
SMITH SHELLNUT WILSON LLC /ADV RIDGELAND, MS	#5,585	Small	$241,512,594	126	Sep 30, 2026 Filed Oct 21
SMITH THOMAS W BOCA RATON, FL	#8,167	Small	$112,623,242	5	Jun 30, 2026 Filed Aug 14
Smith Thornton Advisors LLC HUNTSVILLE, AL	#6,099	Small	$226,434,833	108	Sep 30, 2026 Filed Oct 16
Smith Vincent C	—	—	—	—	—
Smithwood Advisers, L.P. Los Angeles, CA	—	—	—	—	—
S. MUOIO & CO. LLC NEW YORK, NY	—	Micro	$58,174,939	56	Sep 30, 2022 Filed Nov 14
SNDL Inc.	—	—	—	—	—
Snider Financial Group BELLEVUE, WA	#4,469	Small	$411,212,720	74	Sep 30, 2026 Filed Oct 16
Snowbird Capital LLC	—	—	—	—	—
SNOW CAPITAL MANAGEMENT LP SEWICKLEY, PA	—	Small	$629,779,679	124	Jun 30, 2021 Filed Aug 24
Snowden Capital Advisors LLC New York, NY	#1,003	Mid	$4,206,016,979	916	Jun 30, 2026 Filed Aug 13
Snowdrop Holding SA	—	—	—	—	—
Snowhook Capital Management LP New York, NY	—	Small	$177,254,049	13	Dec 31, 2022 Filed Feb 14
Snow Lake Capital (HK) Ltd CENTRAL, K3	—	Small	$170,624,855	10	Dec 31, 2022 Filed Feb 14
Snow Lake Management LP Menlo Park, CA	—	Micro	$90,645,914	1	Dec 31, 2023 Filed Feb 14
Snow Park Capital Partners, LP New York, NY	—	—	—	—	—
Snow Phipps Group, LLC NEW YORK, NY	#4,996	Small	$264,115,652	2	Sep 30, 2026 Filed Oct 7
SnowPoint Ventures GP, LLC	—	—	—	—	—
Snow Rothschild Acquisition Sponsor LLC	—	—	—	—	—
SNOWWATER INVESTMENT PARTNERS, LLC FAIRFIELD, CT	#7,550	Small	$144,581,089	84	Jun 30, 2026 Filed Aug 14
SNS Financial Group, LLC MINNEAPOLIS, MN	#867	Mid	$5,201,616,571	383	Jun 30, 2026 Filed Aug 11
Snyder Capital Management, L.P.	—	—	—	—	—
SNYDER CAPITAL MANAGEMENT L P San Francisco, CA	#788	Mid	$5,788,149,285	69	Jun 30, 2026 Filed Aug 13
Soapstone Management L.P. BETHESDA, MD	#7,691	Small	$137,500,962	13	Jun 30, 2026 Filed Aug 14
SOA Wealth Advisors, LLC. NEW YORK, NY	#3,202	Small	$680,568,811	643	Jun 30, 2026 Filed Jul 21
Sobelman David	—	—	—	—	—
Socha Financial Group, LLC CORNING, NY	#5,852	Small	$204,885,454	12	Sep 30, 2026 Filed Nov 3
Social Capital Group LLC Menlo Park, CA	—	Micro	$0	1	Jun 30, 2024 Filed Aug 2
Social Capital PEP Management LLC Palo Alto, CA	—	—	—	—	—
SOCIETE GENERALE PARIS FRANCE, I0	—	Micro	$0	1	Jun 30, 2016 Filed Aug 2
Socorro Asset Management LP DALLAS, TX	#6,339	Small	$213,247,317	32	Jun 30, 2026 Filed Aug 14
Socoservin Overseas SPF S.a.r.l.	—	—	—	—	—

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