Institutions
Browse 20,674 institutional 13F filers
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| Name | Size | Latest AUM | Open |
|---|---|---|---|
|
Summer Road LLC
WEST PALM BEACH, FL
|
Small | $135,172,346 | |
| Summers Andrew | — | — | |
|
SUMMITALLIANCE CAPITAL MANAGEMENT, LLC
Dallas, TX
|
— | — | |
|
Summitas Investment Management LLC
MCKINNEY, TX
|
Small | $126,919,330 | |
|
Summit Asset Management, LLC
MEMPHIS, TN
|
Small | $775,288,636 | |
|
SUMMIT CAPITAL MANAGEMENT LLC
SEATTLE, WA
|
— | — | |
|
Summit Creek Advisors LLC
MINNEAPOLIS, MN
|
Small | $250,382,250 | |
|
Summit Equities Inc
PARSIPPANY, NJ
|
— | — | |
|
Summit Financial Consulting LLC
STERLING HEIGHTS, MI
|
Small | $118,990,710 | |
|
SUMMIT FINANCIAL GROUP INC
MOOREFIELD, WV
|
Small | $276,640,575 | |
|
Summit Financial, LLC
PARSIPPANY, NJ
|
Mid | $9,090,313,879 | |
|
Summit Financial Strategies, Inc.
Columbus, OH
|
Mid | $1,439,728,445 | |
|
Summit Financial Wealth Advisors, LLC
Lafayette, LA
|
Small | $789,474,025 | |
|
Summit Global Investments
BOUNTIFUL, UT
|
Mid | $1,992,759,228 | |
|
Summit Global Management, Inc.
SAN DIEGO, CA
|
— | — | |
| Summit Grove Partners, LLC | — | — | |
|
SUMMIT INVESTMENT ADVISORS, INC.
HUNT VALLEY, MD
|
Small | $105,761,495 | |
|
Summit Investment Advisors, Inc.\KS
LEAWOOD, KS
|
Small | $197,564,015 | |
|
Summit Investment Advisory Services, LLC
ROSEVILLE, MN
|
Small | $354,484,615 | |
|
SUMMIT PARTNERS L P
BOSTON, MA
|
Small | $490,887,084 | |
|
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Boston, MA
|
Mid | $5,689,527,732 | |
|
Summit Place Financial Advisors, LLC
SUMMIT, NJ
|
Small | $212,820,182 | |
|
SUMMITPOINT CAPITAL MANAGEMENT
LITTLETON, CO
|
Micro | $92,752,736 | |
|
Summit Portfolio Management, LTD.
LAS VEGAS, NV
|
Small | $155,448,550 | |
|
Summit Rock Advisors, LP
New York, NY
|
Micro | $0 | |
|
SUMMITRY LLC
Foster City, CA
|
Mid | $3,035,628,281 | |
|
SUMMIT SECURITIES GROUP LLC
NEW YORK, NY
|
Small | $598,483,731 | |
|
Summit Street Capital Management, LLC
NEW YORK, NY
|
Small | $712,597,517 | |
|
Summit Trail Advisors, LLC
NEW YORK, NY
|
Mid | $7,942,142,578 | |
|
SummitTX Capital, L.P.
FORT WORTH, TX
|
Mid | $3,883,522,705 | |
|
SUMMITVIEW INVESTMENT MANAGEMENT
Grand Cayman, E9
|
— | — | |
| Summitway Holding Limited | — | — | |
|
Summit Wealth Group, LLC
WHITE RIVER JUNCTION, VT
|
Small | $490,280,218 | |
|
SUMMIT WEALTH GROUP LLC / CO
COLORADO SPRINGS, CO
|
Mid | $1,524,209,581 | |
|
Summit Wealth Partners, LLC
Orlando, FL
|
Small | $701,915,931 | |
|
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
EAGLE, ID
|
Small | $471,937,529 | |
|
Summit X, LLC
CHESTERFIELD, MO
|
Small | $533,005,773 | |
|
SUMWAY DEVELOPMENT LTD.
SHANGHAI, F4
|
— | — | |
|
Sunbeam Capital Management, LLC
ATLANTA, GA
|
Small | $203,890,725 | |
|
Sunbelt Securities, Inc.
HOUSTON, TX
|
Mid | $1,566,462,779 | |
|
Sunburst Financial Group, LLC
VESTAVIA HILLS, AL
|
Small | $512,785,440 | |
|
Suncoast Equity Management
TAMPA, FL
|
Small | $805,919,788 | |
| SUNCORPORATION | — | — | |
|
Sunesis Advisors, LLC
OVERLAND PARK, KS
|
Small | $192,602,348 | |
|
Sun Financial Inc
MIDVALE, UT
|
Small | $210,731,130 | |
|
Sunflower Bank, N.A.
DALLAS, TX
|
Small | $418,348,890 | |
|
Sun Group Wealth Partners
IRVINE, CA
|
Small | $158,639,693 | |
| Sun Hung Kai & Co. Limited | — | — | |
| SunHydrogen, Inc. | — | — | |
| Sun Lei | — | — |
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