Institutions

Browse 20,674 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

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
BCV Asset Management Inc.
Q/E Sep 30, 2026 · Filed 1d

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Name	Rank	Size	Latest AUM	Positions	As of
SOUND SHORE MANAGEMENT INC /CT/ Greenwich, CT	#1,190	Mid	$3,197,701,192	40	Sep 30, 2026 Filed Nov 6
Sound Stewardship, LLC Overland Park, KS	#5,893	Small	$243,310,149	40	Sep 30, 2026 Filed Oct 14
SoundView Advisors Inc. OLYMPIA, WA	#5,194	Small	$286,000,938	22	Sep 30, 2026 Filed Nov 4
Sound View Wealth Advisors Group, LLC SAVANNAH, GA	#1,867	Mid	$1,610,854,438	334	Jun 30, 2026 Filed Aug 11
Sound View Wealth Advisors, LLC SAVANNAH, GA	—	—	—	—	—
Soundwatch Capital LLC ROWAYTON, CT	#2,694	Small	$899,537,819	32	Sep 30, 2026 Filed Nov 4
Source Financial Advisors LLC NEW YORK, NY	—	Small	$328,810,195	81	Sep 30, 2024 Filed Nov 1
Sourcerock Fund LP CHICAGO, IL	—	Micro	$45,913,979	10	Mar 31, 2021 Filed May 17
Sourcerock Group LLC DENVER, CO	#1,663	Mid	$1,895,744,305	35	Jun 30, 2026 Filed Aug 14
South32 Limited	—	—	—	—	—
South Cone Investments Limited Partnership	—	—	—	—	—
South Cone Investments Limited Partnership	—	—	—	—	—
South Dakota Investment Council SIOUX FALLS, SD	#784	Mid	$5,836,877,386	616	Jun 30, 2026 Filed Aug 11
Southeast Asset Advisors, LLC Thomasville, GA	#2,555	Small	$983,978,730	203	Jun 30, 2026 Filed Aug 14
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ MEMPHIS, TN	#1,649	Mid	$1,917,151,854	46	Jun 30, 2026 Filed Aug 14
SOUTHERN CAPITAL ADVISORS, LLC Jackson, TN	#5,937	Small	$252,760,277	57	Sep 30, 2026 Filed Oct 26
SOUTHERN CAPITAL SERVICES INC /ADV DAPHNE, AL	#6,883	Small	$157,273,804	21	Sep 30, 2026 Filed Oct 19
Southern Cross Acquisition I Sponsor Corp.	—	—	—	—	—
Southern Farm Bureau Life Insurance JACKSON, MS	#2,453	Small	$849,854,588	10	Sep 30, 2026 Filed Oct 15
Southern Financial Group, LLC BIRMINGHAM, AL	#4,474	Small	$365,018,419	83	Sep 30, 2026 Filed Oct 30
SOUTHERN MICHIGAN BANK & TRUST COLDWATER, MI	#5,493	Small	$245,022,914	371	Sep 30, 2026 Filed Oct 19
Southern Style Financial, Inc. SAN DIEGO, CA	—	Small	$123,486,278	24	Dec 31, 2024 Filed Jan 23
SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN	#3,043	Small	$742,814,635	29	Jun 30, 2026 Filed Aug 14
Southern Wealth Management, LLP Dallas, TX	—	Small	$240,450,821	17	Mar 31, 2023 Filed May 12
South Ferry Capital Management, L.P. NEW YORK, NY	—	—	—	—	—
SOUTH GEORGIA CAPITAL, LLC NAPERVILLE, IL	—	—	—	—	—
Southland Equity Partners LLC WILDWOOD, MO	#3,553	Small	$568,619,859	180	Sep 30, 2026 Filed Oct 14
Southpaw Asset Management LP Greenwich, CT	—	Micro	$6,920,015	1	Dec 31, 2020 Filed Feb 16
SOUTH PLAINS FINANCIAL, INC. LUBBOCK, TX	#6,735	Small	$186,195,492	175	Jun 30, 2026 Filed Aug 13
Southpoint Capital Advisors LP NEW YORK, NY	#967	Mid	$4,395,933,780	33	Jun 30, 2026 Filed Aug 14
SOUTHPORT MANAGEMENT, L.L.C. Wilson, WY	—	Micro	$28,645,245	28	Dec 31, 2025 Filed Feb 13
South Shore Capital Advisors COHASSET, MA	#7,437	Small	$140,932,378	131	Sep 30, 2026 Filed Oct 20
Southside Capital, LLC MIAMI BEACH, FL	—	—	—	—	—
SouthState Bank Corp WINTER HAVEN, FL	#1,444	Mid	$2,397,024,865	1,104	Jun 30, 2026 Filed Aug 6
South Street Advisors LLC New York, NY	#2,972	Small	$768,692,439	83	Jun 30, 2026 Filed Aug 5
SOUTH TEXAS MONEY MANAGEMENT LTD San Antonio, TX	—	Micro	$0	1	Mar 31, 2015 Filed May 8
Southwest Gas Holdings, Inc.	—	—	—	—	—
Sovarnum Capital L.P. New York, NY	—	Small	$104,694,115	62	Sep 30, 2021 Filed Nov 8
Sovereign Financial Group, Inc. STAMFORD, CT	#3,279	Small	$653,487,683	256	Jun 30, 2026 Filed Jul 24
Sovereign Investment Advisors, LLC PHOENIX, AZ	#3,692	Small	$532,362,626	89	Jun 30, 2026 Filed Aug 14
Sovereign's Capital Management, LLC Atlanta, GA	#7,424	Small	$149,773,105	70	Jun 30, 2026 Filed Aug 14
Soviero Asset Management, LP NEW YORK, NY	#5,962	Small	$237,782,781	58	Jun 30, 2026 Filed Aug 14
Sovran Advisors, LLC SAN DIEGO, CA	#2,068	Mid	$1,380,339,868	374	Sep 30, 2026 Filed Nov 2
Sowa Financial Group, Inc. LINCOLN, RI	#6,766	Small	$195,983,855	22	Sep 30, 2026 Filed Oct 26
Sowell Financial Services LLC NORTH LITTLE ROCK, AR	#1,233	Mid	$2,994,939,763	783	Sep 30, 2026 Filed Oct 23
Sozo Ventures GP II, L.P. Redwood City, CA	—	Micro	$1,378,337	1	Sep 30, 2025 Filed Nov 6
Sozo Ventures GP I, L.P. Redwood City, CA	—	Micro	$16,267,243	1	Sep 30, 2022 Filed Nov 4
Space Asset Acquisition Sponsor LLC	—	—	—	—	—
Space Summit Capital LLC	—	—	—	—	—
Spahn Wealth & Retirement LLC SCOTTSDALE, AZ	#7,331	Small	$154,150,444	31	Jun 30, 2026 Filed Aug 13

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