Institutions

Browse 20,671 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

FOUAD AHMED
Q/E Nov 5, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Sep 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Jun 30, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Mar 31, 2026 · Filed 2d
Summit Investment Advisors, Inc.\KS
Q/E Dec 31, 2025 · Filed 2d
Saffron & Hive LLC
Q/E Nov 3, 2026 · Filed 2d
Financial Management, Inc.
Q/E Sep 30, 2026 · Filed 2d
Investment Management Trust, LLC
Q/E Sep 30, 2026 · Filed 2d
RETIREMITTEN FINANCIAL LLC
Q/E Sep 30, 2026 · Filed 2d
LRZ CAPITAL LLC
Q/E Sep 30, 2026 · Filed 2d

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Name	Rank	Size	Latest AUM	Positions	As of
Wayne W. Boos	—	—	—	—	—
Waypoint Capital Advisors, LLC Minneapolis, MN	—	Small	$469,584,676	79	Sep 30, 2024 Filed Oct 18
waypoint wealth counsel ATLANTA, GA	#7,226	Small	$169,367,473	140	Sep 30, 2026 Filed Oct 22
Waypoint Wealth Partners Inc. SAN FRANCISCO, CA	—	Small	$411,421,792	50	Jun 30, 2025 Filed Jul 10
WAYSTONE ADVISORS LLC REDMOND, WA	#7,770	Small	$133,610,073	64	Sep 30, 2026 Filed Oct 16
Wayzata Investment Partners LLC WAYZATA, MN	—	—	—	—	—
WBH ADVISORY INC BALTIMORE, MD	#1,967	Mid	$1,396,436,785	199	Sep 30, 2026 Filed Nov 5
WBI INVESTMENTS, LLC RED BANK, NJ	#4,401	Small	$361,894,835	251	Sep 30, 2026 Filed Nov 5
WBI LP	—	—	—	—	—
W. Bradford Stephens	—	—	—	—	—
WBT VALUE LIMITED	—	—	—	—	—
W Capital Management, LLC NEW YORK, NY	—	Small	$102,224,482	4	Mar 31, 2024 Filed Nov 14
WCAS XIII Carbon Analytics Acquisition, L.P.	—	—	—	—	—
WCAS XIII Carbon Analytics Acquisition, L.P.	—	—	—	—	—
WCG Management, L.P. NEW YORK, NY	—	—	—	—	—
WCG Wealth Advisors LLC LAS VEGAS, NV	#999	Mid	$4,210,664,101	341	Jun 30, 2026 Filed Aug 14
WCM INVESTMENT MANAGEMENT, LLC LAGUNA BEACH, CA	#176	Large	$55,712,985,368	262	Jun 30, 2026 Filed Aug 13
WC Walker & Associates, Inc. FULLERTON, CA	—	Small	$167,205,415	51	Dec 31, 2022 Filed Feb 23
W.D. Company, Inc.	—	—	—	—	—
WD RUTHERFORD LLC PORTLAND, OR	#5,461	Small	$264,775,665	75	Sep 30, 2026 Filed Oct 26
WD Thunder CV Ultimate GP LLC Houston, TX	#8,373	Micro	$93,534,564	1	Jun 30, 2026 Filed Aug 13
WEALTH ADVISORS, INC. RANCHO SANTA FE, CA	—	Small	$223,338,167	59	Sep 30, 2023 Filed Oct 24
Wealth Advisors Northwest LLC PORTLAND, OR	#5,317	Small	$299,324,547	29	Sep 30, 2026 Filed Oct 29
Wealth Advisors of Iowa, LLC WEST DES MOINES, IA	#4,637	Small	$369,194,024	65	Jun 30, 2026 Filed Jul 30
Wealth Advisors of Tampa Bay, LLC TAMPA, FL	#4,985	Small	$326,943,485	89	Jun 30, 2026 Filed Aug 14
Wealth Advisory Solutions, LLC ZIONSVILLE, IN	#3,905	Small	$442,193,142	103	Sep 30, 2026 Filed Oct 20
Wealth Advisory Team LLC BELLEVUE, KY	#7,990	Micro	$85,931,690	26	Sep 30, 2026 Filed Nov 5
Wealth Alliance Advisory Group, LLC Wichita, KS	#3,181	Small	$710,202,304	179	Sep 30, 2026 Filed Oct 14
WEALTH ALLIANCE, LLC MELLVILLE, NY	#2,239	Mid	$1,194,400,165	421	Jun 30, 2026 Filed Aug 11
Wealth Analytics Partners, LLC SAN DIEGO, CA	#5,520	Small	$286,388,807	164	Sep 30, 2026 Filed Oct 19
Wealth Architects, LLC MOUNTAIN VIEW, CA	#2,156	Mid	$1,260,854,623	191	Sep 30, 2026 Filed Nov 3
WealthBridge Capital Management, LLC WESTERVILLE, OH	#3,831	Small	$467,642,406	158	Sep 30, 2026 Filed Oct 16
WealthBridge Investment Counsel Inc. CALGARY, A0	#4,593	Small	$376,894,080	41	Sep 30, 2026 Filed Oct 13
Wealthcare Advisory Partners LLC WEST CHESTER, PA	#857	Mid	$5,479,938,679	585	Sep 30, 2026 Filed Oct 21
WealthCare Asset Management, LLC SPRINGFIELD, MO	#5,920	Small	$107,065,386	44	Sep 30, 2026 Filed Oct 26
WEALTHCARE CAPITAL MANAGEMENT LLC RICHMOND, VA	#2,443	Small	$896,970,446	57	Sep 30, 2026 Filed Oct 21
Wealthcare Capital Partners, LLC WEST CHESTER, PA	#5,903	Small	$238,148,389	119	Sep 30, 2026 Filed Oct 21
WealthCare Investment Partners, LLC PORTSMOUTH, RI	#4,367	Small	$342,984,360	115	Sep 30, 2026 Filed Nov 5
Wealth Care LLC MERRITT ISLAND, FL	#7,984	Small	$123,471,167	56	Jun 30, 2026 Filed Jul 15
Wealth CMT CHERRY HILL, NJ	—	Micro	$66,172,678	6	Jun 30, 2023 Filed Jul 12
WealthCollab, LLC BELLEVUE, WA	#5,497	Small	$276,072,193	857	Jun 30, 2026 Filed Aug 10
Wealth Dimensions Group, Ltd. CINCINNATI, OH	#3,593	Small	$581,413,997	133	Sep 30, 2026 Filed Nov 2
WEALTHEDGE INVESTMENT ADVISORS, LLC NEW YORK, NY	#5,291	Small	$295,001,291	113	Jun 30, 2026 Filed Jul 21
WEALTH EFFECTS LLC BOSTON, MA	#4,636	Small	$366,693,750	211	Sep 30, 2026 Filed Oct 23
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PLYMOUTH, MN	#160	Large	$68,780,179,614	2,754	Sep 30, 2026 Filed Oct 13
Wealth Enhancement & Preservation of GA, LLC Alpharetta, GA	—	Small	$104,162,447	41	Jun 30, 2023 Filed Jul 18
Wealth Enhancement Trust Services, Inc. SIOUX FALLS, SD	#2,713	Small	$912,602,525	593	Sep 30, 2026 Filed Oct 7
Wealthford Capital Ltd.(1)	—	—	—	—	—
Wealth Forward, LLC FARGO, ND	#6,525	Small	$200,448,930	27	Sep 30, 2026 Filed Oct 14
Wealthfront Advisers LLC Palo Alto, CA	#185	Large	$52,040,800,752	817	Jun 30, 2026 Filed Aug 7

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