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

1,971,850

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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
BOONE CAPITAL MANAGEMENT LLC ATLANTA, GA	#4,257	Small	$427,536,287	16	Jun 30, 2026 Filed Aug 14
Boone Peter David Mr	—	—	—	—	—
BOOTHBAY FUND MANAGEMENT, LLC NEW YORK, NY	#674	Mid	$7,487,993,522	1,831	Jun 30, 2026 Filed Aug 14
Boothe Investment Group, Inc. DOVER, DE	#5,539	Small	$295,109,989	37	Sep 30, 2026 Filed Oct 22
Booth Park Capital Management LLC New York, NY	—	—	—	—	—
Bordeaux Wealth Advisors LLC MENLO PARK, CA	—	Small	$780,876,499	118	Jun 30, 2025 Filed Aug 4
Border to Coast Pensions Partnership Ltd LEEDS, X0	#714	Mid	$7,244,558,772	88	Sep 30, 2026 Filed Oct 9
Boreal Capital Management LLC MIAMI, FL	#7,764	Small	$134,269,935	441	Jun 30, 2026 Filed Aug 13
Borer Denton & Associates, Inc. BLUE BELL, PA	#5,215	Small	$304,880,942	74	Jun 30, 2026 Filed Jul 28
Boreta John Anthony	—	—	—	—	—
BORETA RONALD S	—	—	—	—	—
Boris Gertsovskiy	—	—	—	—	—
Bornite Capital Management LP NEW YORK, NY	#2,914	Small	$794,625,956	20	Jun 30, 2026 Filed Aug 13
BOS Asset Management, LLC SPRINGFIELD, IL	#4,253	Small	$413,270,632	134	Sep 30, 2026 Filed Oct 9
Bosman Wealth Management, LLC Redlands, CA	#7,194	Small	$160,262,152	61	Sep 30, 2026 Filed Oct 28
B.O.S.S. Retirement Advisors, LLC Lehi, UT	#4,638	Small	$332,293,825	95	Sep 30, 2026 Filed Oct 26
Bos Teresa D.	—	—	—	—	—
BOSTON ADVISORS LLC BOSTON, MA	—	Micro	$0	2	Sep 30, 2019 Filed Nov 5
Boston Common Asset Management, LLC BOSTON, MA	#1,943	Mid	$1,543,203,056	124	Sep 30, 2026 Filed Oct 13
BOSTON FAMILY OFFICE LLC BOSTON, MA	#1,839	Mid	$1,641,015,407	248	Jun 30, 2026 Filed Aug 12
BOSTON FINANCIAL MANGEMENT LLC BOSTON, MA	—	Mid	$3,296,868,385	276	Dec 31, 2024 Filed Feb 3
BOSTON MOUNTAIN MONEY MANAGEMENT INC BENTONVILLE, AR	—	Small	$171,979,405	48	Sep 30, 2024 Filed Oct 11
BOSTON OMAHA Corp	—	—	—	—	—
Boston Partners BOSTON, MA	#93	Mega	$112,217,317,231	785	Jun 30, 2026 Filed Aug 4
BostonPremier Wealth LLC HANOVER, MA	#5,992	Small	$238,427,111	64	Sep 30, 2026 Filed Oct 16
BOSTON PRIVATE BANK & TRUST CO BOSTON, MA	—	—	—	—	—
BOSTON PROVIDENT, L.P. New York, NY	—	—	—	—	—
BOSTON RESEARCH & MANAGEMENT INC MANCHESTER, MA	#4,135	Small	$447,109,421	106	Jun 30, 2026 Filed Aug 11
Boston Standard Wealth Management, LLC WINCHESTER, MA	#3,180	Small	$615,940,573	37	Sep 30, 2026 Filed Oct 7
Boston Trust Walden Corp BOSTON, MA	#456	Large	$12,389,338,529	365	Sep 30, 2026 Filed Oct 30
BosValen Asset Management Ltd Hong Kong, K3	—	Small	$157,121,362	12	Jun 30, 2024 Filed Aug 13
Boswell Prayer Ltd	—	—	—	—	—
Botao Ma	—	—	—	—	—
Bouchey Financial Group Ltd TROY, NY	#1,984	Mid	$1,473,786,557	142	Jun 30, 2026 Filed Jul 27
Boulay Financial Advisors, LLC EDEN PRAIRIE, MN	#2,406	Mid	$1,080,082,842	4	Jun 30, 2026 Filed Aug 4
BOULDER HILL CAPITAL MANAGEMENT LP NEW YORK, NY	—	Micro	$48,653,115	46	Sep 30, 2024 Filed Nov 12
Boulder Wealth Advisors, LLC BOULDER, CO	#5,514	Small	$274,294,370	24	Jun 30, 2026 Filed Aug 7
Boulegeris Investments, Inc. Atlanta, GA	—	—	—	—	—
Boundary Creek Advisors LP TUCKAHOE, NY	—	Micro	$15,263,805	1	Mar 31, 2026 Filed May 15
Boundless Plain Holdings Ltd HONG KONG, K3	#4,236	Small	$431,659,013	11	Jun 30, 2026 Filed Aug 10
BOURGEON CAPITAL MANAGEMENT LLC Darien, CT	#3,231	Small	$685,753,716	103	Sep 30, 2026 Filed Oct 19
BOURNE LENT ASSET MANAGEMENT INC PAWLING, NY	#5,356	Small	$293,007,215	62	Sep 30, 2026 Filed Nov 5
Boussard & Gavaudan Asset Management LP London, X0	—	—	—	—	—
BOUSSARD & GAVAUDAN GESTION SAS PARIS, I0	#3,267	Small	$659,011,739	47	Jun 30, 2026 Filed Aug 19
Boussard & Gavaudan Investment Management LLP London, X0	—	Small	$312,599,625	37	Mar 31, 2026 Filed May 15
Bouvel Investment Partners, LLC PHOENIXVILLE, PA	#4,167	Small	$421,589,412	72	Sep 30, 2026 Filed Oct 13
Bovopoulos Andreas	—	—	—	—	—
BOWEN HANES & CO INC PONTE VEDRA BEACH, FL	#923	Mid	$4,694,370,915	145	Jun 30, 2026 Filed Aug 13
Bowen Holding LP	—	—	—	—	—
Bower Four Capital Corp	—	—	—	—	—

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