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

1,971,844

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
TRIAN FUND MANAGEMENT, L.P. NEW YORK, NY	#1,037	Mid	$3,971,797,373	7	Jun 30, 2026 Filed Aug 12
Triangle Peak Partners, LP Carmel, CA	—	—	—	—	—
Triangle Securities Wealth Management RALEIGH, NC	#3,825	Small	$500,729,162	171	Sep 30, 2026 Filed Oct 14
Triarii Capital Management LP Boston, MA	—	—	—	—	—
Triasima Portfolio Management inc. MONTREAL, A8	#3,052	Small	$756,511,510	136	Sep 30, 2026 Filed Oct 15
Triata Capital Ltd HONG KONG, K3	#3,496	Small	$588,271,433	12	Jun 30, 2026 Filed Aug 13
Triavera Capital LLC LARKSPUR, CA	#6,776	Small	$183,846,080	15	Jun 30, 2026 Filed Aug 13
Tribeca Investment Partners Pty Ltd	—	—	—	—	—
Tribeca Strategic Partners Holdco LLC	—	—	—	—	—
Tribridge Partners Financial LLC COLUMBIA, MD	#5,681	Small	$258,708,513	50	Jun 30, 2026 Filed Aug 4
Tribune Investment Group LP NEW YORK, NY	#5,837	Small	$246,694,378	34	Jun 30, 2026 Filed Aug 13
Tributary Capital Management, LLC OMAHA, NE	#2,207	Mid	$1,094,012,345	205	Sep 30, 2026 Filed Oct 28
TriCert Investment Counsel Inc. WATERLOO, A6	#2,411	Mid	$1,073,899,961	75	Jun 30, 2026 Filed Aug 10
Tricor Pacific Capital Inc.	—	—	—	—	—
Trident Investment Management, LLC NEW YORK, NY	—	—	—	—	—
Trident Trust company (HK) Limited	—	—	—	—	—
Trident V, L.P.	—	—	—	—	—
Trifecta Capital Advisors, LLC NORTHBROOK, IL	#2,960	Small	$807,455,825	274	Sep 30, 2026 Filed Oct 21
TRIGLAV INVESTMENTS, D.O.O. LJUBLJANA, 2A	#1,698	Mid	$1,833,217,089	161	Jun 30, 2026 Filed Aug 11
Trigran Investments, Inc. NORTHBROOK, IL	#3,637	Small	$545,280,325	17	Jun 30, 2026 Filed Aug 12
Trigran Investments, L.P.	—	—	—	—	—
Trikon Asset Management Ltd HONG KONG, K3	—	Micro	$1,838,702	1	Sep 30, 2023 Filed Nov 14
Trilantic Capital Management L.P. New York, NY	—	Micro	$82,152,827	8	Sep 30, 2022 Filed Mar 16
Trill AB	—	—	—	—	—
TRILLIUM ASSET MANAGEMENT, LLC BOSTON, MA	#1,188	Mid	$3,250,392,076	226	Jun 30, 2026 Filed Aug 11
Trillium Trading, LLC	—	—	—	—	—
Tri Locum Partners LP NEW YORK, NY	#2,871	Small	$813,224,115	19	Jun 30, 2026 Filed Aug 14
Trilogy Capital Inc. IRVINE, CA	#1,378	Mid	$2,422,661,264	232	Sep 30, 2026 Filed Oct 20
Trilogy Equity Partners, LLC	—	—	—	—	—
TRILOGY GLOBAL ADVISORS LP NEW YORK, NY	—	—	—	—	—
Trimaran Fund Management, L.L.C. NEW YORK, NY	—	Small	$303,112,446	1	Dec 31, 2020 Filed Feb 12
TRINA SOLAR (SCHWEIZ) AG	—	—	—	—	—
TrinityBridge Ltd LONDON, X0	#1,081	Mid	$3,412,645,535	253	Sep 30, 2026 Filed Oct 30
Trinity Financial Advisors LLC COLUMBUS, OH	#4,505	Small	$387,699,399	81	Sep 30, 2026 Filed Oct 9
Trinity Legacy Partners, LLC HOUSTON, TX	#3,882	Small	$492,634,424	92	Jun 30, 2026 Filed Jul 24
TrinityPoint Wealth, LLC MILFORD, CT	—	Small	$706,680,425	258	Dec 31, 2024 Filed Feb 14
Trinity Street Asset Management LLP LONDON, X0	#1,631	Mid	$1,867,975,635	24	Sep 30, 2026 Filed Oct 16
Trinity Wealth Management, LLC BERWYN, PA	#5,111	Small	$306,275,469	54	Sep 30, 2026 Filed Oct 13
TriOaks Capital Management L.P. New York, NY	—	—	—	—	—
Triodos Investment Management BV DRIEBERGEN-RIJSENBURG, P7	#1,836	Mid	$1,642,784,565	50	Jun 30, 2026 Filed Jul 29
Trip.com Group Limited	—	—	—	—	—
Triple Frond Partners LLC SAN FRANCISCO, CA	#2,341	Mid	$1,120,471,449	13	Jun 30, 2026 Filed Aug 13
Triple Gate Partners, LP	—	—	—	—	—
TriplePoint Capital LLC	—	—	—	—	—
Tripletail Wealth Management, LLC ORLANDO, FL	#8,419	Micro	$87,482,549	242	Jun 30, 2026 Filed Aug 14
Tri Ri Asset Management Corp TORONTO, A6	—	Small	$195,752,357	29	Sep 30, 2024 Filed Nov 26
Trishield Capital Management LLC New York, NY	—	—	—	—	—
Tri-Star Advisors Inc. HOUSTON, TX	—	Micro	$5,553,391	7	Sep 30, 2023 Filed Nov 6
Triton Financial Group Inc Oklahoma City, OK	#6,963	Small	$173,699,308	83	Jun 30, 2026 Filed Aug 17
Triton LuxTopHolding SARL	—	—	—	—	—

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