Institutions

Browse 20,671 institutional 13F filers

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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
Wesley Cummins	—	—	—	—	—
Wesley J. Jamison	—	—	—	—	—
Wesley Mendonca Batista	—	—	—	—	—
Wesley Mendonca Batista	—	—	—	—	—
Wesley R. Edens	—	—	—	—	—
WESPAC Advisors, LLC ORINDA, CA	#6,517	Small	$185,243,108	143	Sep 30, 2026 Filed Oct 26
WESPAC Advisors SoCal, LLC Pasadena, CA	#3,582	Small	$537,017,754	84	Sep 30, 2026 Filed Oct 13
WEST BANCORPORATION INC WEST DES MOINES, IA	#6,020	Small	$252,619,668	68	Sep 30, 2026 Filed Oct 29
Westbourne Investment Advisors, Inc. ANNAPOLIS, MD	#4,702	Small	$376,733,355	118	Sep 30, 2026 Filed Oct 20
WESTBOURNE INVESTMENTS, INC. ALEXANDRIA, VA	#5,863	Small	$245,234,035	119	Jun 30, 2026 Filed Aug 11
West Branch Capital LLC AMHERST, MA	#4,247	Small	$441,199,559	321	Sep 30, 2026 Filed Oct 20
WestBridge Capital Management, LLC Trianon, O4	#8,458	Micro	$90,132,293	1	Sep 30, 2026 Filed Nov 2
WestCap Management, LLC SAN FRANCISCO, CA	#6,601	Small	$195,081,870	2	Jun 30, 2026 Filed Aug 13
Westchester Capital Management, Inc. Omaha, NE	#3,599	Small	$573,184,139	43	Sep 30, 2026 Filed Oct 23
Westchester Capital Management, LLC VALHALLA, NY	#1,590	Mid	$2,013,505,084	219	Jun 30, 2026 Filed Aug 14
WESTCO ADVISORY SERVICES INC /ADV LYNBROOK, NY	#7,103	Small	$163,877,661	84	Sep 30, 2026 Filed Oct 14
WEST COAST ASSET MANAGEMENT INC MONTECITO, CA	—	—	—	—	—
West Coast Financial LLC SANTA BARBARA, CA	—	Small	$874,611,257	130	Mar 31, 2025 Filed Apr 11
WEST ELK PARTNERS, LP	—	—	—	—	—
West Enclave Sponsor, LLC	—	—	—	—	—
WestEnd Advisors, LLC CHARLOTTE, NC	#954	Mid	$4,028,658,289	372	Sep 30, 2026 Filed Oct 27
Westend Capital Management, LLC SAUSALITO, CA	#4,193	Small	$437,153,274	207	Jun 30, 2026 Filed Aug 7
WESTEND PARTNERS LP SAN FRANCISCO, CA	—	—	—	—	—
Westerkirk Capital Inc. VICTORIA, A1	#2,464	Mid	$1,039,985,145	207	Jun 30, 2026 Filed Aug 10
WESTERLY CAPITAL MANAGEMENT, LLC SAN FRANCISCO, CA	#4,377	Small	$407,318,142	43	Jun 30, 2026 Filed Aug 14
Westerman Interests, Inc.	—	—	—	—	—
Western Asset Management Company, LLC PASADENA, CA	—	Micro	$15,661,909	4	Sep 30, 2025 Filed Nov 13
Western Digital Corporation	—	—	—	—	—
Western Financial Corp/CA SAN DIEGO, CA	#4,861	Small	$299,556,031	116	Sep 30, 2026 Filed Oct 14
WESTERN FINANCIAL CORPORATION SAN DIEGO, CA	—	Small	$141,522,810	79	Sep 30, 2022 Filed Nov 4
WESTERN INVESTMENT LLC SALT LAKE CITY, UT	—	—	—	—	—
WESTERN NATIONAL TRUST CO SALT LAKE CITY, UT	—	—	—	—	—
Western Pacific Wealth Management, LP Lake Forest, IL	#8,208	Small	$118,681,510	166	Sep 30, 2026 Filed Oct 16
Western Reserve Capital Management, LLC HUDSON, OH	#7,747	Small	$135,678,147	37	Sep 30, 2026 Filed Oct 14
Western Standard LLC Los Angeles, CA	#5,284	Small	$295,712,733	27	Jun 30, 2026 Filed Aug 10
Western Wealth Management, LLC GOLDEN, CO	#1,234	Mid	$3,051,635,810	519	Jun 30, 2026 Filed Aug 14
Westervelt T. Ballard Jr.	—	—	—	—	—
WEST FACE CAPITAL INC. TORONTO, A6	—	—	—	—	—
West Family Investments, Inc. CARLSBAD, CA	#4,837	Small	$345,942,622	466	Jun 30, 2026 Filed Aug 10
WESTFIELD CAPITAL MANAGEMENT CO LP BOSTON, MA	#269	Large	$30,614,525,829	275	Jun 30, 2026 Filed Aug 12
West Financial Advisors, LLC DES MOINES, IA	#3,269	Small	$634,084,650	228	Sep 30, 2026 Filed Oct 22
Westfuller Advisors, LLC New York, NY	#5,508	Small	$274,630,560	659	Jun 30, 2026 Filed Jul 29
Westhampton Capital, LLC WINSTON-SALEM, NC	#5,914	Small	$225,847,794	122	Sep 30, 2026 Filed Oct 30
WestHill Financial Advisors, Inc. San Rafael, CA	#3,497	Small	$584,066,442	64	Sep 30, 2026 Filed Oct 14
Westin Investment Co. Ltd.	—	—	—	—	—
West Lake Club Inc.	—	—	—	—	—
WEST MICHIGAN ADVISORS, LLC HOLLAND, MI	#4,075	Small	$457,038,446	214	Jun 30, 2026 Filed Aug 21
Westmount Partners, LLC LOS ANGELES, CA	#4,078	Small	$456,240,471	190	Jun 30, 2026 Filed Jul 7
West Oak Capital, LLC WESTLAKE VILLAGE, CA	—	Micro	$2,031,043	228	Sep 30, 2025 Filed Oct 3
WESTON CAPITAL MANAGEMENT INC LOS ANGELES, CA	—	—	—	—	—

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