Institutions

Browse 20,681 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

FOUAD AHMED
Q/E Nov 6, 2026 · Filed 1d
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

Search AUM size Filing type Location City Positions

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Name	Rank	Size	Latest AUM	Positions	As of
Checkpoint Capital L.P. SAN FRANCISCO, CA	#4,491	Small	$389,759,659	6	Jun 30, 2026 Filed Aug 14
Chee Hoong Lew	—	—	—	—	—
Chee Hoong Lew	—	—	—	—	—
CHEEVER CHARLIE E III	—	—	—	—	—
CHELSEA COUNSEL CO Woodland Hills, CA	#5,985	Small	$235,993,069	215	Jun 30, 2026 Filed Aug 12
CHEMICAL BANK Midland, MI	—	—	—	—	—
Chemistry Wealth Management LLC NEW YORK, NY	#3,373	Small	$622,382,571	168	Sep 30, 2026 Filed Oct 16
Chemo Project, S.A.	—	—	—	—	—
CHEMUNG CANAL TRUST CO ELMIRA, NY	#3,667	Small	$507,573,584	89	Sep 30, 2026 Filed Nov 4
Chemung Canal Trust Company E.I. No.	—	—	—	—	—
Chen Bihua	—	—	—	—	—
Chen Franco-Yehuda	—	—	—	—	—
Cheng Jianguo	—	—	—	—	—
Chen Sunwei	—	—	—	—	—
CHEN Sze Hon Johnson	—	—	—	—	—
Chen Xiangdong	—	—	—	—	—
Chen Xiaoping	—	—	—	—	—
Chen Xueyi	—	—	—	—	—
Chen Xuezheng	—	—	—	—	—
Chen Yong	—	—	—	—	—
Chen Zhenfeng	—	—	—	—	—
Chernett Jorey	—	—	—	—	—
Cherokee Insurance Co STERLING HEIGHTS, MI	#5,677	Small	$264,404,397	128	Sep 30, 2026 Filed Nov 5
Cherry Creek Investment Advisors, Inc. ENGLEWOOD, CO	#5,739	Small	$260,272,961	117	Sep 30, 2026 Filed Oct 14
CHERRYDALE WEALTH MANAGEMENT, LLC HOBOKEN, NJ	#4,545	Small	$385,883,528	63	Sep 30, 2026 Filed Oct 20
Cherry Tree Wealth Management, LLC MINNETONKA, MN	#3,697	Small	$516,212,570	316	Sep 30, 2026 Filed Oct 15
CHESAPEAKE ASSET MANAGEMENT LLC NEW YORK, NY	#7,573	Small	$143,468,149	318	Jun 30, 2026 Filed Aug 4
CHESAPEAKE CAPITAL CORP /IL/ TAMPA, FL	#6,760	Small	$184,829,538	153	Jun 30, 2026 Filed Jul 29
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD BALTIMORE, MD	—	—	—	—	—
Chesapeake Wealth Management WILLIAMSBURG, VA	#4,744	Small	$356,533,625	124	Jun 30, 2026 Filed Aug 13
Chescapmanager LLC BALTIMORE, MD	#2,262	Mid	$1,174,429,709	22	Jun 30, 2026 Filed Aug 14
Cheshire MD Holdings, LLC	—	—	—	—	—
Chesley Taft & Associates LLC CHICAGO, IL	#1,387	Mid	$2,533,657,339	284	Sep 30, 2026 Filed Oct 13
Chessman Wealth Strategies RIA DALLAS, TX	—	—	—	—	—
Cheviot Value Management, LLC BEVERLY HILLS, CA	#2,554	Small	$983,988,009	351	Jun 30, 2026 Filed Aug 6
Chevrillon & Associes	—	—	—	—	—
CHEVRON CORP HOUSTON, TX	—	—	—	—	—
Chevy Chase Trust Holdings, LLC BETHESDA, MD	#220	Large	$38,955,722,898	599	Jun 30, 2026 Filed Aug 14
Cheyne Capital Management (UK) LLP LONDON, X0	—	Micro	$23,630,068	13	Dec 31, 2023 Filed Feb 12
CHI Advisors LLC New York, NY	—	Small	$237,912,061	24	Sep 30, 2023 Filed Nov 13
Chia-Lin Simmons	—	—	—	—	—
Chia-Yu Chen	—	—	—	—	—
Chia-Yue Chang	—	—	—	—	—
Chicago Atlantic Loan Portfolio, LLC	—	—	—	—	—
Chicago Capital, LLC Chicago, IL	#1,009	Mid	$4,316,853,520	342	Sep 30, 2026 Filed Oct 13
Chicago Capital Management, LLC CHICAGO, IL	#8,589	Micro	$26,697,636	8	Sep 30, 2026 Filed Oct 21
CHICAGO EQUITY PARTNERS LLC CHICAGO, IL	—	Small	$956,918,170	612	Mar 31, 2020 Filed May 6
CHICAGO FUNDAMENTAL INVESTMENT PARTNERS, LLC Chicago, IL	—	—	—	—	—
Chicago Pacific Founders UGP, LLC	—	—	—	—	—
Chicago Partners Investment Group LLC CHICAGO, IL	#888	Mid	$5,313,955,337	1,246	Sep 30, 2026 Filed Oct 27

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