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
Tan Cheng Hoe	—	—	—	—	—
TANDEM CAPITAL MANAGEMENT CORP /ADV WOODCLIFF LAKE, NJ	#5,960	Small	$225,312,932	96	Sep 30, 2026 Filed Oct 22
Tandem Financial, LLC GREENWOOD VILLAGE, CO	#4,943	Small	$331,615,269	61	Jun 30, 2026 Filed Aug 14
TANDEMGROWTH FINANCIAL ADVISORS LLC ALPHARETTA, GA	#8,001	Small	$122,586,781	9	Sep 30, 2026 Filed Nov 5
Tandem Investment Advisors, Inc. CHARLESTON, SC	#2,071	Mid	$1,270,792,274	63	Sep 30, 2026 Filed Nov 4
Tandem Investment Partners LLC Bordentown, NJ	#7,856	Small	$123,264,593	63	Sep 30, 2026 Filed Oct 16
Tandem Wealth Advisors LLC PHOENIX, AZ	#5,780	Small	$251,247,491	40	Jun 30, 2026 Filed Aug 13
TANG CAPITAL MANAGEMENT LLC SAN DIEGO, CA	#1,508	Mid	$2,190,339,519	40	Jun 30, 2026 Filed Aug 14
TANG CAPITAL MANAGEMENT, LLC	—	—	—	—	—
TANG KEVIN C San Diego, CA	—	Micro	$782	1	Sep 30, 2023 Filed Nov 14
TANG KOK YONG	—	—	—	—	—
Tanglewood Legacy Advisors, LLC HOUSTON, TX	#5,167	Small	$309,847,822	183	Jun 30, 2026 Filed Aug 10
Tanglewood Wealth Management, Inc. HOUSTON, TX	#2,299	Mid	$1,202,136,725	30	Sep 30, 2026 Filed Oct 23
Tangney Jeffrey	—	—	—	—	—
Tan Lee Su-Leng	—	—	—	—	—
TAN MENG DONG	—	—	—	—	—
Tannin Capital LLC CHARLOTTE, NC	#7,379	Small	$129,335,715	131	Sep 30, 2026 Filed Nov 5
TAN SOO SENG	—	—	—	—	—
Tao Capital Management LP SAN FRANCISCO, CA	#1,635	Mid	$1,939,942,120	6	Jun 30, 2026 Filed Aug 14
Tao Liu	—	—	—	—	—
Tao Pro LLC SAN FRANCISCO, CA	—	—	—	—	—
Tao Yang	—	—	—	—	—
TAP Consulting, LLC KIRKWOOD, MO	—	Small	$470,568,613	80	Dec 31, 2024 Filed Feb 11
Tappan Street Partners LLC New York, NY	—	—	—	—	—
Taproot Management LP NEW YORK, NY	—	Small	$529,702,449	180	Mar 31, 2026 Filed May 13
Tarang P. Amin	—	—	—	—	—
Tara Sweder	—	—	—	—	—
Tarbox Family Office, Inc. NEWPORT BEACH, CA	#3,162	Small	$697,134,851	66	Sep 30, 2026 Filed Oct 23
TARGET ASSET MANAGEMENT PTE LTD SINGAPORE, U0	—	—	—	—	—
Targeted Financial Services LLC SEMINOLE, FL	#7,732	Small	$131,482,458	53	Sep 30, 2026 Filed Oct 19
Tarheel Investors III L.P.	—	—	—	—	—
Tarmac DLTFM Ltd	—	—	—	—	—
Tarsadia Capital, LLC New York, NY	—	Micro	$5,635,507	1	Mar 31, 2025 Filed May 13
Taslim Podiono	—	—	—	—	—
Tassel Capital Management, Inc. MATTHEWS, NC	#6,327	Small	$200,669,284	8	Sep 30, 2026 Filed Oct 20
Tassos Recachinas	—	—	—	—	—
Tatro Capital, LLC LEXINGTON, KY	—	Small	$115,963,521	59	Mar 31, 2022 Filed May 13
Tatsuya Akimoto	—	—	—	—	—
TAUBE HODSON STONEX PARTNERS LLP LONDON, X0	—	—	—	—	—
TAURUS ASSET MANAGEMENT, LLC New York, NY	—	Mid	$1,007,666,896	85	Mar 31, 2025 Filed May 13
Tavia Sponsor PTE. LTD.	—	—	—	—	—
Tavio Capital LLC New York, NY	—	Micro	$75,444,608	8	Jun 30, 2020 Filed Aug 13
Tax Credits International Inc	—	—	—	—	—
Tay Chee Yang	—	—	—	—	—
TAYLOR ASSET MANAGEMENT INC Toronto, A6	—	—	—	—	—
Taylor, Cottrill LLC NEW LONDON, NH	—	—	—	—	—
Taylor Financial Group, Inc. Roanoke, VA	#6,816	Small	$176,021,184	85	Sep 30, 2026 Filed Nov 2
Taylor Frigon Capital Management LLC SCOTTSDALE, AZ	#6,328	Small	$196,636,635	92	Sep 30, 2026 Filed Oct 23
Taylor Hoffman Capital Management LLC RICHMOND, VA	#4,348	Small	$411,596,949	116	Jun 30, 2026 Filed Aug 11
Taylor Hoffman Wealth Management Richmond, VA	—	Small	$245,527,875	106	Jun 30, 2024 Filed Aug 9

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