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
CARL DOMINO INC PALM BEACH, FL	—	—	—	—	—
Carl D. Thoma	—	—	—	—	—
Carl H. Lindner III	—	—	—	—	—
Carl L.G. Hansen	—	—	—	—	—
Carlos Domingo	—	—	—	—	—
Carlos G. Bonilla	—	—	—	—	—
Carlos X. Montoya	—	—	—	—	—
Carl P. Sherr & Co., LLC WORCESTER, MA	#5,947	Small	$232,191,029	103	Sep 30, 2026 Filed Nov 6
Carl Russo	—	—	—	—	—
Carlsbad Wealth Advisory Group, Inc. CARLSBAD, CA	—	Small	$155,102,543	25	Jun 30, 2023 Filed Jul 27
Carlson Capital, L.P. DALLAS, TX	#3,869	Small	$494,395,952	72	Jun 30, 2026 Filed Aug 12
Carlson Capital Management NORTHFIELD, MN	—	Mid	$2,291,122,358	74	Dec 31, 2024 Filed Feb 10
CARLSON FINANCIAL, INC. CANBY, OR	#6,596	Small	$161,224,715	135	Sep 30, 2026 Filed Nov 5
Carlton Hofferkamp & Jenks Wealth Management, LLC THE WOODLANDS, TX	#5,179	Small	$282,766,194	110	Sep 30, 2026 Filed Oct 21
Carlyle Group Inc. WASHINGTON, DC	#543	Mid	$8,360,791,612	16	Sep 30, 2026 Filed Nov 6
Carlyle Group Management L.L.C.	—	—	—	—	—
Carly Strife	—	—	—	—	—
Carmel Capital Management L.L.C. CARMEL, CA	#4,077	Small	$415,261,200	30	Sep 30, 2026 Filed Oct 30
Carmel Capital Partners, LLC SAN DIEGO, CA	#5,225	Small	$270,022,175	94	Sep 30, 2026 Filed Nov 3
Carmel Daniele	—	—	—	—	—
Carmel Holdings Limited	—	—	—	—	—
Carmel Zigdon	—	—	—	—	—
Carmenna Advisors LLC MIAMI BEACH, FL	—	—	—	—	—
Carmichael Hill & Associates, Inc. GAITHERSBURG, MD	—	Small	$279,644,312	502	Sep 30, 2024 Filed Oct 29
Carmignac Gestion PARIS, I0	#660	Mid	$7,705,617,891	95	Jun 30, 2026 Filed Aug 13
Carnegie Investment Counsel PEPPER PIKE, OH	#886	Mid	$4,983,767,103	405	Sep 30, 2026 Filed Oct 20
Carnegie Lake Advisors LLC PRINCETON, NJ	#5,576	Small	$268,358,442	168	Sep 30, 2026 Filed Nov 6
CARNEGIE MELLON UNIVERSITY PITTSBURGH, PA	#8,460	Micro	$78,931,366	5	Jun 30, 2026 Filed Aug 12
Carnick & Company, LLC COLORADO SPRINGS, CO	—	—	—	—	—
Carolina Energy Hedging Ltd Co GREENVILLE, SC	—	—	—	—	—
CAROLINAS WEALTH CONSULTING LLC CHARLOTTE, NC	—	Small	$478,249,193	818	Mar 31, 2025 Filed Aug 14
Carolina Wealth Advisors, LLC MYRTLE BEACH, SC	#5,726	Small	$257,903,160	310	Sep 30, 2026 Filed Oct 23
Carolina Wealth Management Inc GREENVILLE, NC	#6,250	Small	$208,504,844	75	Sep 30, 2026 Filed Oct 29
Caroline Beasley	—	—	—	—	—
Carolyn Merrill	—	—	—	—	—
Carolyn T. Bleile Declaration of Trust dated August 8, 2001	—	—	—	—	—
Carrera Capital Advisors TROY, MI	#3,244	Small	$599,165,797	159	Sep 30, 2026 Filed Nov 3
CARRET ASSET MANAGEMENT, LLC NEW YORK, NY	#2,335	Mid	$1,107,911,147	235	Sep 30, 2026 Filed Nov 4
Carr Financial Group Corp WORCESTER, MA	#4,215	Small	$434,389,849	127	Jun 30, 2026 Filed Aug 6
Carrhae Capital LLP London, X0	#1,107	Mid	$3,020,875,429	28	Sep 30, 2026 Filed Oct 20
Carroll Advisory Group, LLC TEXARKANA, TX	#5,216	Small	$240,251,394	52	Sep 30, 2026 Filed Oct 16
Carroll Financial Associates, Inc. CHARLOTTE, NC	—	Mid	$1,587,237,760	1,242	Dec 31, 2021 Filed Jan 6
Carroll Investors, Inc Mt Pleasant, SC	#6,008	Small	$234,228,611	30	Jun 30, 2026 Filed Aug 3
Carrollton Mineral Partners IV, LP	—	—	—	—	—
CARRONADE CAPITAL MANAGEMENT, LP DARIEN, CT	#811	Mid	$5,570,077,632	19	Jun 30, 2026 Filed Aug 14
Carson Advisory Inc. ATHENS, GA	#6,244	Small	$207,312,299	167	Sep 30, 2026 Filed Nov 6
CarsonAllaria Wealth Management, Ltd. GLEN CARBON, IL	#6,062	Small	$230,784,420	44	Jun 30, 2026 Filed Jul 28
Carson, LLC	—	—	—	—	—
Carsten Koerl	—	—	—	—	—
CARTECH HOLDING COMPANY	—	—	—	—	—

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