Institutions
Browse 20,671 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 |
|---|---|---|---|
|
WEALTHFRONT INC
PALO ALTO, CA
|
Micro | $0 | |
|
WEALTHGARDEN F.S. LLC
EL SEGUNDO, CA
|
Small | $176,362,184 | |
|
Wealthgate Family Office, LLC
BOULDER, CO
|
Micro | $35,907,773 | |
|
Wealth Group Ltd
EDEN PRAIRIE, MN
|
Small | $510,880,587 | |
|
Wealth Group, Ltd.
RALEIGH, NC
|
Small | $117,718,544 | |
|
Wealth High Governance Asset Management Ltda.
SAO PAULO, D5
|
Small | $939,512,598 | |
|
Wealth High Governance Capital Ltda
SAO PAULO, D5
|
Small | $334,353,011 | |
|
Wealth Intelligence, LLC
COLUMBUS, GA
|
Small | $203,416,869 | |
|
Wealth Management Associates, Inc.
Cherry Hill, NJ
|
Small | $362,384,684 | |
|
Wealth Management Nebraska
Norfolk, NE
|
Mid | $1,134,968,558 | |
|
Wealth Management Partners, LLC
TUCSON, AZ
|
Small | $403,135,056 | |
|
WEALTH MANAGEMENT RESOURCES, INC.
SMITHFIELD, RI
|
Small | $317,201,479 | |
|
Wealth Management Solutions, LLC
EXTON, PA
|
Small | $145,454,789 | |
|
Wealth Management Strategies, Inc.
PITTSBURGH, PA
|
Small | $255,918,836 | |
|
WealthNavi Inc.
SHINAGAWA-KU, TOKYO, M0
|
Large | $12,894,094,517 | |
|
Wealth & Pension Services Group, Inc.
ATLANTA, GA
|
— | — | |
|
WealthPlan Investment Management, LLC
OMAHA, NE
|
Mid | $1,977,410,577 | |
|
WealthPLAN Partners, LLC
OMAHA, NE
|
Small | $536,676,424 | |
|
WealthPoint Financial, LLC
CRAMERTON, NC
|
Small | $137,357,581 | |
|
Wealth Preservation Advisors, LLC
CHATTANOOGA, TN
|
Small | $208,880,463 | |
|
Wealth Quarterback LLC
TOMS RIVER, NJ
|
Small | $324,238,825 | |
|
Wealthquest Corp
CINCINNATI, OH
|
Mid | $1,585,167,887 | |
|
Wealth Science Advisors LLC
ALPHARETTA, GA
|
Small | $237,535,058 | |
|
WealthShield, LLC
Cary, NC
|
— | — | |
|
WealthShield Partners, LLC
CARY, NC
|
Small | $653,673,924 | |
|
Wealthsimple Inc.
Toronto, A6
|
Mid | $2,165,825,752 | |
|
Wealthsimple US, Ltd.
BROOKLYN, NY
|
Small | $135,119,444 | |
|
WEALTHSOURCE PARTNERS, LLC
SAN LUIS OBISPO, CA
|
Mid | $1,490,868,109 | |
|
WEALTHSPAN PARTNERS, LLC
DAVENPORT, IA
|
Small | $317,284,365 | |
|
Wealthspire Advisors, LLC
NEW YORK, NY
|
Large | $17,427,886,428 | |
|
Wealthspire Advisors, L.P.
Potomac, MD
|
Mid | $2,053,394,512 | |
|
Wealthspire Retirement, LLC
ALISO VIEJO, CA
|
Mid | $1,819,205,866 | |
|
Wealthspring Capital LLC
WEST HARRISON, NY
|
Small | $408,582,152 | |
|
WealthSpring Partners, LLC
LONG BEACH, CA
|
Micro | $88,132,345 | |
|
Wealthstar Advisors, LLC
Plano, TX
|
Small | $348,128,868 | |
|
WealthStone, Inc.
COLUMBUS, OH
|
Small | $163,676,498 | |
|
Wealthstream Advisors, Inc.
NEW YORK, NY
|
Small | $657,513,720 | |
|
Wealthstreet Investment Advisors, LLC
Dallas, TX
|
Micro | $3,716,723 | |
|
WealthTrak Capital Management LLC
VIRGINIA BEACH, VA
|
Small | $149,140,712 | |
|
WealthTrust-Arizona, LLC
SCOTTSDALE, AZ
|
Micro | $0 | |
|
WealthTrust Asset Management, LLC
Destin, FL
|
Small | $173,634,608 | |
|
WealthTrust Axiom LLC
WAYNE, PA
|
Small | $447,620,070 | |
|
WealthTrust Fairport, LLC
CLEVELAND, OH
|
— | — | |
|
Wealth Watch Advisors, INC
ENGLEWOOD, CO
|
Small | $310,812,817 | |
| Wealthy Concord Ltd | — | — | |
|
WEALTHY FOUNTAIN HOLDINGS INC
SHANGHAI, F4
|
— | — | |
|
WEATHERBIE M A & CO INC/MA
BOSTON, MA
|
— | — | |
|
Weather Gauge Advisory, LLC
Williamsburg, VA
|
Micro | $71,494,291 | |
|
WEATHERLY ASSET MANAGEMENT L. P.
DEL MAR, CA
|
Mid | $1,389,360,142 | |
|
Weatherstone Capital Management
DENVER, CO
|
— | — |
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