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
Strategic Financial Partners, Ltd. Bend, OR	#5,606	Small	$265,112,425	43	Jun 30, 2026 Filed Aug 3
Strategic Financial Planning, Inc. PLANO, TX	#6,661	Small	$191,623,096	16	Jun 30, 2026 Filed Aug 14
Strategic Financial Services, Inc. UTICA, NY	#1,481	Mid	$2,283,185,018	108	Jun 30, 2026 Filed Aug 24
Strategic Global Advisors, LLC NEWPORT BEACH, CA	#3,152	Small	$702,070,840	129	Jun 30, 2026 Filed Aug 14
Strategic Holding Group S.a r.l.	—	—	—	—	—
Strategic Income Management, LLC SEATTLE, WA	—	Micro	$32,358,924	5	Sep 30, 2023 Filed Nov 13
Strategic Investment Advisors / MI FARMINGTON HILLS, MI	#1,826	Mid	$1,652,953,058	322	Jun 30, 2026 Filed Aug 14
STRATEGIC INVESTMENT MANAGEMENT, LLC ARLINGTON, VA	#5,348	Small	$413,435,284	11	Sep 30, 2026 Filed Oct 20
Strategic Investment Opportunities LLC DENVER, CO	—	Micro	$3,042,723	1	Sep 30, 2022 Filed Nov 14
Strategic Investment Solutions, Inc. /IL ORLAND PARK, IL	#4,197	Small	$436,872,290	504	Jun 30, 2026 Filed Jul 8
STRATEGIC PLANNING GROUP, LLC Bountiful, UT	#2,661	Small	$964,539,043	70	Sep 30, 2026 Filed Oct 22
Strategic Planning, Inc. Columbus, OH	—	Small	$199,136,257	50	Mar 31, 2026 Filed May 18
Strategic Point Investment Advisors, LLC PROVIDENCE, RI	#2,976	Small	$753,747,598	19	Sep 30, 2026 Filed Oct 29
Strategic Shipping Inc.	—	—	—	—	—
STRATEGIC VALUE BANK PARTNERS LLC CLEVELAND, OH	#7,588	Small	$142,820,845	10	Jun 30, 2026 Filed Aug 13
Strategic Value Investors LP	—	—	—	—	—
Strategic Value Partners, LLC Greenwich, CT	#7,015	Small	$338,872,363	3	Sep 30, 2026 Filed Oct 29
Strategic Wealth Advisors Group, LLC SACRAMENTO, CA	—	Mid	$2,224,311,128	281	Sep 30, 2022 Filed Nov 10
Strategic Wealth Advisors LLC SCOTTSDALE, AZ	#8,481	Small	$131,499,467	26	Sep 30, 2026 Filed Nov 6
Strategic Wealth Investment Group, LLC LOUISVILLE, KY	#2,842	Small	$794,126,773	80	Sep 30, 2026 Filed Oct 29
Strategic Wealth Management Group, LLC FULTON, MD	—	Small	$263,596,970	89	Jun 30, 2021 Filed Aug 13
STRATEGIC WEALTH MANAGEMENT INC KIRKLAND, WA	—	Small	$187,247,345	58	Dec 31, 2021 Filed Feb 7
Strategic Wealth Partners Group LLC DEERFIELD, IL	—	Small	$904,115,428	17	Mar 31, 2024 Filed Apr 30
Strategic Wealth Partners, Ltd. INDEPENDENCE, OH	#1,864	Mid	$1,615,881,572	1,042	Jun 30, 2026 Filed Aug 12
Strategies Wealth Advisors, LLC GRAND RAPIDS, MI	#2,346	Mid	$1,117,966,130	140	Jun 30, 2026 Filed Aug 14
StrategIQ Financial Group, LLC MERRILLVILLE, IN	—	Small	$879,289,523	166	Dec 31, 2023 Filed Jan 23
STRATEGY ASSET MANAGERS LLC PASADENA, CA	#3,230	Small	$638,443,106	209	Sep 30, 2026 Filed Oct 14
Strategy Capital LLC Los Altos, CA	#1,858	Mid	$1,622,734,172	11	Jun 30, 2026 Filed Aug 13
Stratford Consulting, LLC ADDISON, TX	—	Small	$119,881,870	39	Mar 31, 2020 Filed May 11
Strathmore Capital Advisors, Inc. CHARLOTTE, NC	#4,604	Small	$372,897,733	79	Jun 30, 2026 Filed Aug 10
Stratos Investment Management, LLC BEACHWOOD, OH	#1,320	Mid	$2,740,771,890	255	Jun 30, 2026 Filed Aug 11
Stratos Wealth Advisors, LLC BEACHWOOD, OH	#1,709	Mid	$1,815,497,049	373	Jun 30, 2026 Filed Aug 11
Stratos Wealth Partners, LTD. BEACHWOOD, OH	#546	Mid	$9,898,647,526	980	Jun 30, 2026 Filed Aug 11
STRATTON MANAGEMENT CO KING OF PRUSSIA, PA	—	Micro	$0	1	Dec 31, 2015 Filed Feb 11
STRAUS CAPITAL MANAGEMENT, L.L.C. NEW YORK, NY	—	—	—	—	—
Strauss Jonathan Laurence	—	—	—	—	—
Strauss Steven Ronald	—	—	—	—	—
Streeterville Management LLC	—	—	—	—	—
Strengthening Families & Communities, LLC BOSTON, MA	#4,114	Small	$431,544,936	632	Sep 30, 2026 Filed Oct 21
STRIDER CAPITAL, LLC	—	—	—	—	—
Strid Group, LLC NEWTOWN SQUARE, PA	#2,695	Small	$901,953,934	61	Sep 30, 2026 Filed Oct 28
STRINGER ASSET MANAGEMENT, LLC MEMPHIS, TN	—	Micro	$31,657,077	19	Sep 30, 2022 Filed Nov 14
Strive Asset Management, LLC DALLAS, TX	—	Small	$184,423,602	164	Sep 30, 2025 Filed Nov 17
Strive Financial Group ,LLC CARMEL, IN	#6,070	Small	$230,062,416	637	Jun 30, 2026 Filed Aug 17
STROME MARK E	—	—	—	—	—
StrongBox Wealth, LLC Lee's Summit, MO	#4,801	Small	$372,206,779	290	Sep 30, 2026 Filed Nov 2
Stronghold Wealth Management L.L.C. TAMPA, FL	#8,482	Micro	$69,849,170	105	Sep 30, 2026 Filed Oct 16
Strong Retirement Solutions LLC SILVERDALE, WA	#7,086	Small	$156,036,016	76	Sep 30, 2026 Filed Oct 7
STRONG RICHARD S	—	—	—	—	—
Strong Tower Advisory Services MINNEAPOLIS, MN	#3,594	Small	$562,191,370	88	Sep 30, 2026 Filed Oct 13

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