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

Total value ($)

Export CSV

Name	Rank	Size	Latest AUM	Positions	As of
Cartenna Capital, LP STAMFORD, CT	#1,340	Mid	$2,701,590,817	35	Jun 30, 2026 Filed Aug 14
Carter Financial Group, INC. Barrington, IL	#6,641	Small	$179,725,848	105	Sep 30, 2026 Filed Oct 21
Carter Financial, LLC LA JOLLA, CA	#7,785	Small	$133,359,680	23	Jun 30, 2026 Filed Aug 13
Cartica Management, LLC Washington, DC	—	Small	$154,303,944	11	Dec 31, 2022 Filed Feb 10
CarVal Investors, LP Hopkins, MN	—	Micro	$35,838,059	2	Jun 30, 2022 Filed Aug 12
Carvana Co.	—	—	—	—	—
Carvana Group, LLC	—	—	—	—	—
Carve CapitalAB STOCKHOLM, V7	—	Micro	$0	1	Dec 31, 2020 Filed Jan 29
Caryn Seidman-Becker	—	—	—	—	—
CARY STREET PARTNERS ASSET MANAGEMENT LLC RICHMOND, VA	—	Small	$683,995,236	148	Sep 30, 2024 Filed Oct 30
CARY STREET PARTNERS FINANCIAL LLC RICHMOND, VA	#939	Mid	$4,590,186,691	731	Jun 30, 2026 Filed Jul 17
CARY STREET PARTNERS INVESTMENT ADVISORY LLC RICHMOND, VA	#3,872	Small	$494,202,067	593	Jun 30, 2026 Filed Jul 17
Casablanca Capital LP NEW YORK, NY	—	—	—	—	—
Cascabel Management LP New York, NY	—	—	—	—	—
Cascade Financial Partners, LLC SAN DIEGO, CA	#2,289	Mid	$1,151,645,084	165	Jun 30, 2026 Filed Aug 4
Cascade Investment Advisors, Inc. Oregon City, OR	#6,789	Small	$178,675,885	110	Sep 30, 2026 Filed Nov 2
CASCADE INVESTMENT GROUP, INC. Colorado Springs, CO	#6,880	Small	$170,247,500	128	Sep 30, 2026 Filed Oct 13
Cascade Investment, L.L.C.	—	—	—	—	—
Cascades Capital Asset Management, LLC GREENSBORO, NC	#5,673	Small	$259,517,205	132	Jun 30, 2026 Filed Aug 14
Cascade Wealth Advisors, Inc WENATCHEE, WA	#5,861	Small	$245,270,382	28	Jun 30, 2026 Filed Aug 11
Cascadia Advisory Services, LLC PORTLAND, OR	—	Small	$484,848,177	152	Sep 30, 2021 Filed Nov 12
Cascadia Holdings Ltd	—	—	—	—	—
Casdin Capital, LLC New York, NY	#1,598	Mid	$1,997,559,234	43	Jun 30, 2026 Filed Aug 14
Casey A. Jenkins	—	—	—	—	—
Casey M Tansey	—	—	—	—	—
CAS Investment Partners, LLC WESTPORT, CT	#1,671	Mid	$1,883,136,155	6	Jun 30, 2026 Filed Aug 14
Casper Holding LP	—	—	—	—	—
CASPIAN CAPITAL LP New York, NY	#6,920	Small	$176,128,170	13	Jun 30, 2026 Filed Aug 14
CASPI STEVEN	—	—	—	—	—
Cassaday & Co Inc. MCLEAN, VA	—	Mid	$1,063,785,110	19	Dec 31, 2021 Filed Feb 15
Cassaday & Co Wealth Management LLC MCLEAN, VA	#845	Mid	$5,114,224,712	983	Sep 30, 2026 Filed Oct 27
Cassady Schiller Wealth Management, LLC CINCINNATI, OH	—	Small	$268,589,575	957	Dec 31, 2024 Filed Feb 10
Cassady Wealth & Retirement Planning, LLC HENDERSON, NV	#6,298	Small	$214,851,866	50	Jun 30, 2026 Filed Jul 27
Cassia Capital Partners, LLC WINSTON SALEM, NC	#6,446	Small	$206,201,535	58	Sep 30, 2026 Filed Nov 4
Cassilly Financial Group LLC SEVERNA PARK, MD	#7,686	Small	$146,223,579	37	Sep 30, 2026 Filed Oct 7
Cassini Investment Holding Limited	—	—	—	—	—
Castalian Partners, LLC EXCELSIOR, MN	—	Micro	$7,362,006	1	Jun 30, 2025 Filed Aug 12
Castellan Group LOUISVILLE, KY	#2,679	Small	$854,661,627	36	Sep 30, 2026 Filed Oct 19
Castillo Christopher	—	—	—	—	—
CASTINE CAPITAL MANAGEMENT, LLC Boston, MA	—	Micro	$98,719,519	17	Jun 30, 2020 Filed Aug 13
CastleArk Alternatives, LLC CHICAGO, IL	—	Micro	$11,481,125	28	Sep 30, 2022 Filed Nov 18
CASTLEARK MANAGEMENT LLC CHICAGO, IL	#1,092	Mid	$3,713,497,280	288	Jun 30, 2026 Filed Aug 14
Castle Creek Arbitrage, LLC Chicago, IL	—	Small	$243,154,119	88	Sep 30, 2023 Filed Nov 14
CASTLE CREEK CAPITAL PARTNERS IV, LP RANCHO SANTA FE, CA	—	Micro	$28,001,000	1	Sep 30, 2020 Filed Oct 8
Castle Creek Capital Partners VIII, LP	—	—	—	—	—
Castle Creek Capital Partners VIII, LP	—	—	—	—	—
Castle Creek Capital Partners VII, LP	—	—	—	—	—
Castle Creek Capital Partners VI, LP SAN DIEGO, CA	—	Micro	$55,863,797	2	Sep 30, 2025 Filed Nov 5
Castlefield Investment Partners LLP MANCHESTER, X0	#7,486	Small	$147,250,770	35	Jun 30, 2026 Filed Aug 13
Castle Financial & Retirement Planning Associates, Inc. FAIR HAVEN, NJ	—	Micro	$28,541,585	211	Dec 31, 2021 Filed Feb 14

Use this data anywhere

Everything on this page is also served by the Equibles API and MCP server — plug it into Claude, your agents, or your own code. A free account includes an API key.

Get your free API key Explore the docs