Institutions
Browse 20,674 institutional 13F filers
Filers
8,827
Positions
1,971,844
Aggregate AUM
$79.8T
Report date
Jun 30, 2026
4 months ago
Recently Filed
Top 10 by submission date| Name | Size | Latest AUM | Open |
|---|---|---|---|
|
Transform Wealth, LLC
GREENWOOD VILLAGE, CO
|
Mid | $1,648,512,430 | |
|
Transmarket Holdings LP
CHICAGO, IL
|
Small | $179,128,783 | |
| Transocean International Limited | — | — | |
| Transocean Ltd. | — | — | |
| Transom Capital Public Fund, LP | — | — | |
|
Transparent Wealth Partners LLC
LITTLE ROCK, AR
|
Small | $128,406,519 | |
| Tran Tieu Cam | — | — | |
|
TRAPHAGEN INVESTMENT ADVISORS LLC
ORADELL, NJ
|
Mid | $1,451,317,014 | |
|
Trask Adam Roland
GRAND RAPIDS, MI
|
Small | $105,786,623 | |
|
Traub Capital Management LLC
NEEDHAM, MA
|
Small | $112,027,327 | |
|
Traveka Wealth, LLC
LOS ALTOS, CA
|
Small | $317,161,844 | |
|
TRAVELERS COMPANIES, INC.
NEW YORK, NY
|
Small | $141,638,452 | |
|
Traverso Chambers Private Wealth Management, LLC
Santa Rosa, CA
|
Small | $409,890,316 | |
| Travis Boersma | — | — | |
| Travis M. Joyner | — | — | |
| Trawlers Ltd | — | — | |
|
TRAXIS PARTNERS LP
Greenwich, CT
|
— | — | |
|
Traynor Capital Management, Inc.
MALVERN, PA
|
Mid | $2,154,369,279 | |
|
TRB Advisors LP
NEW YORK, NY
|
Micro | $46,377,285 | |
|
TRB Wealth Management, LLC
HOUSTON, TX
|
Small | $751,266,242 | |
|
Treasure Coast Financial Planning
VERO BEACH, FL
|
Small | $149,383,176 | |
|
Treasurer of the State of North Carolina
RALEIGH, NC
|
Large | $38,793,892,020 | |
|
TRED AVON FAMILY WEALTH, LLC
EASTON, MD
|
Small | $327,030,242 | |
|
Tredje AP-fonden
SE-111 91 STOCKHOLM, V7
|
Large | $22,099,058,058 | |
|
Tree Line Advisors (Hong Kong) Ltd.
CENTRAL, K3
|
Small | $351,142,200 | |
|
TREES INVESTMENT COUNSEL LLC
CHICAGO, IL
|
— | — | |
| TREFLER ALAN | — | — | |
|
Trek Financial, LLC
Scottsdale, AZ
|
Mid | $2,019,658,792 | |
|
Trellis Advisors, LLC
ELLENSBURG, WA
|
Small | $218,574,249 | |
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA
|
Small | $298,460,758 | |
|
Trellus Management Company, LLC
New York, NY
|
Micro | $71,769,961 | |
|
TREMBLANT CAPITAL GROUP
WEST PALM BEACH, FL
|
Mid | $3,481,888,041 | |
| Tremont Realty Capital LLC | — | — | |
| Trend International Holding AG | — | — | |
|
TRENT CAPITAL MANAGEMENT INC /NC/
Greensboro, NC
|
— | — | |
|
Trevian Wealth Management LLC
WESTON, MA
|
Small | $215,978,043 | |
| Trevor Bezdek | — | — | |
| Trevor D. Rees-Jones | — | — | |
| Trevor R. Burgess | — | — | |
|
TREVOR STEWART BURTON & JACOBSEN INC
NEW YORK, NY
|
— | — | |
|
Trexquant Investment LP
STAMFORD, CT
|
Large | $16,970,232,162 | |
|
Treybourne Wealth Planners, Inc.
GREENWOOD, IN
|
Small | $160,626,326 | |
|
Treynor Bancshares, Inc.
TREYNOR, IA
|
Micro | $93,323,265 | |
|
TRG Investments, LLC
RICHMOND, VA
|
Small | $137,375,051 | |
| TRG Latin America Acquisitions LLC | — | — | |
|
TRH Financial, LLC
NORTH LIBERTY, IA
|
Small | $290,279,832 | |
|
TRIAD FINANCIAL ADVISORS, INC.
GREENSBORO, NC
|
Small | $278,408,435 | |
|
Triad Investment Management
NEWPORT BEACH, CA
|
Micro | $74,473,639 | |
|
Triad Wealth Partners, LLC
LAWRENCE, KS
|
Mid | $1,763,906,487 | |
|
TriaGen Wealth Management LLC
Calabasas, CA
|
Small | $402,036,519 |
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