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
CAPITAL WEALTH MANAGEMENT, LLC W. WARWICK, RI	#4,322	Small	$436,890,071	24	Sep 30, 2026 Filed Oct 27
Capital Wealth Planning, LLC NAPLES, FL	#360	Large	$20,021,638,141	149	Jun 30, 2026 Filed Aug 14
Capital World Investors LOS ANGELES, CA	#18	Mega	$843,614,043,503	612	Jun 30, 2026 Filed Aug 12
Capital Z Partners Management, LLC NEW YORK, NY	—	—	—	—	—
Capitol Family Office, Inc. BEAVERTON, OR	#8,365	Micro	$90,944,005	30	Sep 30, 2026 Filed Oct 13
Capitol Federal Financial, Inc. Employee Stock Ownership Plan	—	—	—	—	—
Capitolis Advisors LLC New York, NY	—	Mid	$1,404,677,819	66	Sep 30, 2022 Filed Nov 10
Capitolis Liquid Global Markets LLC NEW YORK, NY	—	Large	$16,758,220,359	305	Dec 31, 2025 Filed Feb 17
CAPITOLIS LIQUID GLOBAL MARKETS LLC NEW YORK, NY	#319	Large	$22,983,862,507	307	Jun 30, 2026 Filed Aug 13
Caple Frederick William	—	—	—	—	—
CAP Partners, LLC FRANKLIN, TN	#6,478	Small	$193,215,988	103	Sep 30, 2026 Filed Oct 19
Capricorn Fund Managers Ltd LONDON, X0	#2,169	Mid	$1,038,075,746	128	Sep 30, 2026 Filed Nov 3
Capricorn Investment Group LLC New York, NY	#325	Large	$22,485,594,261	9	Jun 30, 2026 Filed Aug 14
Capricorn-Libra Investment Group, LP	—	—	—	—	—
CAPRIN ASSET MANAGEMENT LLC /ADV HENRICO, VA	—	Micro	$64,082,799	7	Dec 31, 2022 Filed Jan 24
Caprock Group, LLC BOISE, ID	#863	Mid	$5,214,114,437	1,072	Jun 30, 2026 Filed Jul 27
CAPSTONE ASSET MANAGEMENT CO HOUSTON, TX	—	Micro	$0	2	Jun 30, 2017 Filed Jul 10
CAPSTONE CAPITAL LLC HENDERSON, NV	#6,934	Small	$178,474,388	17	Sep 30, 2026 Filed Oct 14
Capstone Capital Management Ltd HONG KONG, K3	#6,128	Small	$247,063,697	148	Sep 30, 2026 Filed Oct 21
Capstone Financial Advisors, Inc. DOWNERS GROVE, IL	#1,568	Mid	$2,052,764,340	153	Jun 30, 2026 Filed Aug 14
Capstone Financial Group, Inc. OKLAHOMA CITY, OK	—	Small	$114,490,165	129	Sep 30, 2020 Filed Oct 9
CAPSTONE INVESTMENT ADVISORS, LLC NEW YORK, NY	#188	Large	$50,625,629,816	972	Jun 30, 2026 Filed Aug 17
Capstone Wealth Management Group, Inc. BEND, OR	#7,114	Small	$143,155,466	91	Sep 30, 2026 Filed Oct 19
Capstone Wealth Management Group LLC Bend, OR	—	Small	$161,788,024	91	Mar 31, 2026 Filed Apr 16
CAPSTONE WEALTH MANAGEMENT GROUP, LLC DUNMORE, PA	#5,446	Small	$184,763,963	52	Sep 30, 2026 Filed Nov 5
Capstone Wealth Management, Inc. BILLINGS, MT	#7,784	Small	$133,503,002	21	Jun 30, 2026 Filed Aug 13
Capstone Wealth Management, LLC TUSCALOOSA, AL	#6,282	Small	$215,892,140	154	Sep 30, 2026 Filed Nov 2
Caption Management, LLC OKLAHOMA CITY, OK	#345	Large	$21,432,249,744	885	Jun 30, 2026 Filed Aug 14
CAPTRUST FINANCIAL ADVISORS RALEIGH, NC	#154	Large	$65,421,863,196	2,397	Jun 30, 2026 Filed Aug 13
Capula Management Ltd Grand Cayman, E9	#280	Large	$27,888,845,407	309	Jun 30, 2026 Filed Aug 14
CapWealth Advisors, LLC FRANKLIN, TN	#1,997	Mid	$1,290,080,901	97	Sep 30, 2026 Filed Oct 5
Caracola Ventures Corp	—	—	—	—	—
Carbahal Olsen Financial Services Group, LLC DAVIS, CA	#7,563	Small	$142,278,280	29	Sep 30, 2026 Filed Nov 5
CARBONADO CAPITAL New York, NY	—	—	—	—	—
Carbon Direct Capital Management LLC	—	—	—	—	—
Cardan Capital Partners, LLC DENVER, CO	—	Small	$840,017,652	156	Sep 30, 2021 Filed Oct 25
Cardano Risk Management B.V. ROTTERDAM, P7	#464	Large	$18,051,391,578	57	Sep 30, 2026 Filed Oct 20
CARDEROCK CAPITAL MANAGEMENT INC CHEVY CHASE, MD	#4,079	Small	$434,563,693	69	Sep 30, 2026 Filed Oct 22
CARDIFF PARK ADVISORS, LLC SAN MARCOS, CA	#2,135	Mid	$1,289,231,181	164	Jun 30, 2026 Filed Aug 14
Cardinal Capital Management RALEIGH, NC	#2,840	Small	$860,480,979	137	Sep 30, 2026 Filed Oct 21
Cardinal Capital Management, Inc. WINNIPEG, A2	#1,214	Mid	$3,524,197,333	57	Sep 30, 2026 Filed Oct 16
CARDINAL CAPITAL MANAGEMENT LLC /CT GREENWICH, CT	—	Small	$345,512,965	54	Jun 30, 2024 Filed Aug 14
Cardinal Point Capital Management ULC TORONTO, A6	#1,745	Mid	$1,793,343,338	224	Sep 30, 2026 Filed Oct 21
Cardinal Point Wealth Management LLC IRVINE, CA	—	Small	$202,899,453	25	Sep 30, 2021 Filed Nov 5
Cardinal Point Wealth Management Partners, LLC IRVINE, CA	—	Micro	$0	0	Mar 31, 2023 Filed Jun 21
Cardinal Strategic Wealth Guidance LOUISVILLE, KY	#4,178	Small	$443,558,838	35	Sep 30, 2026 Filed Nov 2
Careit US Investments LP 98-046176	—	—	—	—	—
CARILLON TOWER ADVISERS, INC. ST. PETERSBURG, FL	—	Large	$15,247,200,442	446	Dec 31, 2020 Filed Feb 12
Carl Claus Boggild	—	—	—	—	—
Carl Daikeler	—	—	—	—	—

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