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
Buska Wealth Management, LLC WAUSAU, WI	#5,482	Small	$277,225,064	45	Sep 30, 2026 Filed Oct 8
BUTENSKY & COHEN FINANCIAL SECURITY, INC PONTE VEDRA BEACH, FL	#4,396	Small	$394,527,490	80	Sep 30, 2026 Filed Oct 13
Buttonwood Financial Advisors Inc. BALTIMORE, MD	#4,970	Small	$331,046,595	94	Sep 30, 2026 Filed Oct 13
Buttonwood Financial Group, LLC Kansas City, MO	#6,936	Small	$191,606,678	15	Sep 30, 2026 Filed Oct 16
BVCF IV, L.P.	—	—	—	—	—
BVF INC/IL San Francisco, CA	#1,044	Mid	$3,911,089,213	44	Jun 30, 2026 Filed Aug 14
BW Altor Pte. Ltd.	—	—	—	—	—
BWCP, LP DALLAS, TX	#3,156	Small	$700,115,299	24	Jun 30, 2026 Filed Aug 14
BW Gestao de Investimentos Ltda. SAO PAULO, D5	#883	Mid	$5,052,731,977	292	Jun 30, 2026 Filed Aug 14
BW Group Limited	—	—	—	—	—
BWM Planning, LLC THE WOODLANDS, TX	#4,239	Small	$431,248,512	60	Jun 30, 2026 Filed Jul 23
BXM Wealth LLC Englewood, CO	#6,796	Small	$172,921,101	124	Sep 30, 2026 Filed Nov 3
Byreforge LLC	—	—	—	—	—
Byrne Asset Management LLC KINGSTON, NJ	#7,269	Small	$151,803,936	451	Sep 30, 2026 Filed Oct 6
BYRNE FINANCIAL FREEDOM, LLC FRANKLIN, MA	#5,715	Small	$256,120,959	88	Jun 30, 2026 Filed Jul 30
Byron Roth	—	—	—	—	—
C2C Wealth Management, LLC SCOTTSDALE, AZ	#7,882	Small	$125,914,727	76	Sep 30, 2026 Filed Oct 20
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Westlake, OH	#1,583	Mid	$1,967,987,096	210	Sep 30, 2026 Filed Oct 14
CAAS CAPITAL MANAGEMENT LP NEW YORK, NY	—	Small	$923,121,843	213	Mar 31, 2025 Filed May 1
Cabana LLC Fayetteville, AR	#8,737	Micro	$15,635,718	2	Sep 30, 2026 Filed Nov 4
Cable Car Capital, LP SAN FRANCISCO, CA	#1,510	Mid	$2,186,079,170	132	Jun 30, 2026 Filed Aug 14
Cable Hill Partners, LLC PORTLAND, OR	—	Mid	$1,025,526,270	191	Mar 31, 2025 Filed May 2
CABOT WEALTH MANAGEMENT INC SALEM, MA	#2,561	Small	$957,052,176	106	Sep 30, 2026 Filed Nov 5
Cabot-Wellington, LLC BOSTON, MA	#4,565	Small	$343,056,113	3	Sep 30, 2026 Filed Nov 2
Cache Advisors, LLC San Francisco, CA	#2,254	Mid	$1,631,591,209	156	Sep 30, 2026 Filed Oct 16
CacheTech Inc. LOGAN, UT	#3,394	Small	$617,525,333	123	Jun 30, 2026 Filed Aug 11
CACTI ASSET MANAGEMENT LLC ATLANTA, GA	#1,953	Mid	$1,447,007,087	73	Sep 30, 2026 Filed Oct 1
Cactus Healthcare Management LP	—	—	—	—	—
Caddis Holdings, LP	—	—	—	—	—
CADEN CAPITAL PARTNERS, LP SANTA MONICA, CA	#8,759	Micro	$8,302,027	36	Jun 30, 2026 Filed Aug 14
Cadence Bank Tupelo, MS	—	Mid	$1,652,809,107	268	Dec 31, 2025 Filed Jan 30
CADENCE BANK NA BIRMINGHAM, AL	—	Micro	$16,099,002	35	Sep 30, 2022 Filed Oct 27
Cadence Capital Management LLC Boston, MA	—	Small	$390,935,883	263	Sep 30, 2020 Filed Oct 16
Cadence Wealth Management LLC WESTBOROUGH, MA	#6,165	Small	$223,271,740	54	Jun 30, 2026 Filed Aug 12
Cadent Capital Advisors, LLC TULSA, OK	#3,922	Small	$403,262,125	131	Sep 30, 2026 Filed Oct 9
CADIAN CAPITAL MANAGEMENT, LP NEW YORK, NY	#2,107	Mid	$1,321,381,468	28	Jun 30, 2026 Filed Aug 14
Cadia Private Client LLC PARSIPPANY, NJ	#7,658	Small	$139,395,978	41	Jun 30, 2026 Filed Aug 11
CADINHA & CO LLC HONOLULU, HI	#3,216	Small	$607,696,938	90	Sep 30, 2026 Filed Oct 22
Caerus Global Investors LLC New York, NY	—	—	—	—	—
Caerus Investment Advisors, LLC WEST LAKE HILLS, TX	#5,247	Small	$299,864,258	310	Jun 30, 2026 Filed Aug 14
CAERUS INVESTORS, LLC NEW YORK, NY	—	—	—	—	—
CA Family Wealth, LLC BEVERLY HILLS, CA	—	Micro	$0	0	Mar 31, 2020 Filed May 19
CAHABA WEALTH MANAGEMENT, INC. Atlanta, GA	#1,823	Mid	$1,640,794,190	115	Sep 30, 2026 Filed Oct 26
CAHILL FINANCIAL ADVISORS INC EDINA, MN	#2,455	Mid	$1,041,791,834	144	Jun 30, 2026 Filed Aug 11
Cahill Wealth Management, LLC Portage, MI	—	Small	$195,962,424	26	Mar 31, 2025 Filed May 12
Cai Capital Management, Inc. New York, NY	—	Micro	$0	1	Jun 30, 2013 Filed Aug 13
Caifen Yan	—	—	—	—	—
Cain Brothers Asset Management, LLC New York, NY	—	—	—	—	—
Cairn Investment Group, Inc. VANCOUVER, WA	#6,346	Small	$206,798,619	58	Sep 30, 2026 Filed Nov 4
Caisse de depot et placement du Quebec Montreal, A8	#145	Large	$70,189,013,174	687	Jun 30, 2026 Filed Aug 14

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