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

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Name	Rank	Size	Latest AUM	Positions	As of
BRUNI J V & CO /CO COLORADO SPRINGS, CO	#2,384	Mid	$1,057,868,122	32	Sep 30, 2026 Filed Nov 5
Brunnur vaxtarsjodur slhf	—	—	—	—	—
BRV Partners, L.L.C. Menlo Park, CA	—	—	—	—	—
BRX Global LP GREENWICH, CT	#8,446	Micro	$81,927,264	3	Jun 30, 2026 Filed Aug 14
Bryan G. Glazer Irrevocable Exempt Trust	—	—	—	—	—
Bryan Herr	—	—	—	—	—
Bryan Leach	—	—	—	—	—
Bryan Sheffield	—	—	—	—	—
Bryant R. Riley	—	—	—	—	—
Bryant Woods Investment Advisors, LLC GETZVILLE, NY	#4,721	Small	$341,896,597	46	Sep 30, 2026 Filed Oct 26
Bryce Maddock	—	—	—	—	—
Bryce Point Capital, LLC SCARSDALE, NY	—	Micro	$82,153,243	168	Sep 30, 2025 Filed Nov 6
BRYN MAWR CAPITAL MANAGEMENT INC BRYN MAWR, PA	—	—	—	—	—
Bryn Mawr Trust Advisors, LLC PHILADELPHIA, PA	#1,476	Mid	$2,202,309,205	348	Sep 30, 2026 Filed Nov 4
B. Scott Smith	—	—	—	—	—
B. Scott Swann	—	—	—	—	—
BSG Series CM, LLC	—	—	—	—	—
BSIV Hold 101, LP	—	—	—	—	—
BSN CAPITAL PARTNERS Ltd LONDON, X0	#1,499	Mid	$2,042,824,898	18	Sep 30, 2026 Filed Oct 23
bSpace Investments Ltd	—	—	—	—	—
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund LONDON, X0	—	Small	$383,676,970	22	Sep 30, 2021 Filed Nov 29
BSW Wealth Partners BOULDER, CO	#2,699	Small	$899,229,331	279	Jun 30, 2026 Filed Jul 15
B & T Capital Management DBA Alpha Capital Management AUSTIN, TX	#2,971	Small	$770,344,365	112	Jun 30, 2026 Filed Aug 7
BTC Capital Management, Inc. DES MOINES, IA	#1,831	Mid	$1,646,606,252	176	Jun 30, 2026 Filed Jul 16
BTC Development Advisors LLC	—	—	—	—	—
BTC Development Sponsor LLC	—	—	—	—	—
BT DE Investments Inc.	—	—	—	—	—
BTG Pactual Asset Management S.A. DTVM SAO PAULO, D5	—	—	—	—	—
BTG Pactual Asset Management US LLC NEW YORK, NY	#1,878	Mid	$1,593,299,975	371	Jun 30, 2026 Filed Aug 14
BTG Pactual Global Asset Management Ltd NEW YORK, NY	—	Small	$593,279,355	103	Mar 31, 2024 Filed May 15
B. Thomas Golisano	—	—	—	—	—
BT Parent GP, LLC	—	—	—	—	—
BTR CAPITAL MANAGEMENT INC SAN FRANCISCO, CA	—	Small	$617,631,088	141	Sep 30, 2022 Filed Oct 12
BTS Asset Management, Inc. Lincoln, MA	#8,618	Micro	$47,439,162	26	Jun 30, 2026 Filed Aug 14
BT Wealth Management LLC ATLANTA, GA	—	Small	$339,299,362	45	Jun 30, 2022 Filed Jul 26
Bubble Holdings, LLC	—	—	—	—	—
BUBI Services Ltd	—	—	—	—	—
Bucket List Wealth Management, LLC The Villages, FL	#6,915	Small	$145,051,213	46	Sep 30, 2026 Filed Oct 22
BUCKHEAD CAPITAL MANAGEMENT LLC ATLANTA, GA	#5,335	Small	$288,535,409	131	Sep 30, 2026 Filed Nov 3
Buckingham Asset Management, LLC CLAYTON, MO	—	Mid	$9,586,182,017	550	Jun 30, 2024 Filed Aug 12
Buckingham Capital Management, Inc. DAYTON, OH	—	Small	$857,746,726	115	Dec 31, 2024 Filed Jan 31
BUCKINGHAM CAPITAL MANAGEMENT INC NEW YORK, NY	—	—	—	—	—
Buckland Partners Management Co LLC HARRISON, NY	#6,476	Small	$204,045,769	95	Jun 30, 2026 Filed Aug 7
Buckley Capital Advisors, LLC MIAMI BEACH, FL	#7,184	Small	$161,433,871	13	Jun 30, 2026 Filed Aug 11
Buckley Wealth Management, LLC Las Vegas, NV	#4,397	Small	$404,241,235	103	Jun 30, 2026 Filed Aug 7
Bucktown Capital LLC	—	—	—	—	—
Buck Wealth Strategies, LLC DENVER, CO	#2,599	Mid	$1,029,901,987	788	Sep 30, 2026 Filed Oct 28
Budros, Ruhlin & Roe, Inc. COLUMBUS, OH	—	Small	$790,914,727	164	Sep 30, 2022 Filed Nov 8
BUFFALO BUSINESS & ESTATE SERVICES LTD ORCHARD PARK, NY	#2,918	Small	$792,872,425	90	Jun 30, 2026 Filed Jul 23
Buffington Mohr McNeal BOISE, ID	—	Small	$501,342,154	92	Mar 31, 2025 Filed Apr 28

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