Institutions

Browse 20,681 institutional 13F filers

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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
Codex Capital, L.L.C. New York, NY	—	Small	$203,451,067	35	Mar 31, 2024 Filed May 7
Coe Capital Management, LLC HIGHLAND PARK, IL	—	Small	$101,689,260	79	Jun 30, 2021 Filed Jul 22
COERENTE CAPITAL MANAGEMENT TORONTO, A6	#3,646	Small	$572,042,096	42	Sep 30, 2026 Filed Oct 29
Coeur Mining, Inc.	—	—	—	—	—
COFG Advisors, LLC OAK BROOK, IL	#3,535	Small	$577,970,225	207	Jun 30, 2026 Filed Aug 14
Cogen Jack D	—	—	—	—	—
CogentBlue Wealth Advisors, LLC KNOXVILLE, TN	#6,943	Small	$105,926,783	26	Sep 30, 2026 Filed Oct 9
Cogent Private Wealth, Inc. ORLANDO, FL	#7,221	Small	$154,757,592	70	Sep 30, 2026 Filed Nov 6
COGENT STRATEGIC WEALTH LLC CHICAGO, IL	#8,278	Small	$104,499,705	35	Sep 30, 2026 Filed Oct 22
COGHILL CAPITAL MANAGEMENT LLC Chicago, IL	—	—	—	—	—
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP PRAIRIE VILLAGE, KS	—	Micro	$74,479,500	98	Mar 31, 2024 Filed May 8
Cognios Capital, LLC LEAWOOD, KS	—	Micro	$0	1	Sep 30, 2020 Filed Dec 30
Cohalo Advisory LLC SNOQUALMIE, WA	#8,799	Micro	$1,788,846	12	Sep 30, 2026 Filed Oct 28
Cohanzick Management, LLC Pleasantville, NY	—	Micro	$231,083	3	Mar 31, 2024 Filed May 14
Cohen Capital Management, Inc. CORTE MADERA, CA	#3,063	Small	$715,360,854	147	Sep 30, 2026 Filed Oct 14
Cohen Circle Sponsor II, LLC	—	—	—	—	—
Cohen Circle Sponsor I, LLC	—	—	—	—	—
Cohen & Co Financial Management, LLC New York, NY	—	Micro	$17,851,684	5	Sep 30, 2023 Filed Nov 14
Cohen Investment Advisors LLC BEDFORD, NH	#6,168	Small	$232,992,627	76	Sep 30, 2026 Filed Oct 20
Cohen Klingenstein LLC NEW YORK, NY	#1,146	Mid	$3,471,476,787	193	Sep 30, 2026 Filed Oct 15
COHEN LAWRENCE B BOSTON, MA	—	Micro	$2,055,527	6	Dec 31, 2023 Filed Feb 9
Cohen Ryan	—	—	—	—	—
COHEN & STEERS CAPITAL MANAGEMENT INC NEW YORK, NY	—	—	—	—	—
COHEN & STEERS, INC. NEW YORK, NY	#162	Large	$62,900,926,697	426	Jun 30, 2026 Filed Aug 14
Cohen Yuval	—	—	—	—	—
Cohn Andrew M.	—	—	—	—	—
Coho Partners, Ltd. BERWYN, PA	—	Small	$779,135,969	32	Sep 30, 2025 Filed Oct 14
Coign Capital Advisors LLC Draper, UT	#6,431	Small	$207,386,794	72	Jun 30, 2026 Filed Jul 29
CoinFund Management LLC	—	—	—	—	—
CoinFund Management LLC NEW YORK, NY	—	Micro	$26,883,201	7	Mar 31, 2026 Filed May 15
Colden Investments S.A.	—	—	—	—	—
COLDSTREAM CAPITAL MANAGEMENT INC BELLEVUE, WA	#633	Mid	$7,985,997,652	1,026	Jun 30, 2026 Filed Aug 14
Coleford Investment Management Ltd. TORONTO, ONTARIO, Z4	#4,070	Small	$458,506,556	22	Jun 30, 2026 Filed Aug 12
Coliseum Capital Management, LLC Rowayton, CT	#2,271	Mid	$1,162,253,893	11	Jun 30, 2026 Filed Aug 14
Collaborative Capital Advisors LLC NEW YORK, NY	#7,264	Small	$150,952,274	53	Sep 30, 2026 Filed Nov 6
Collaborative Fund Advisors, LLC RENO, NV	#7,079	Small	$181,522,576	162	Sep 30, 2026 Filed Nov 2
Collaborative Holdings Management LP NEW YORK, NY	—	Micro	$43,889,077	31	Jun 30, 2024 Filed Aug 14
Collaborative Wealth Managment Inc. LAKE MARY, FL	#5,958	Small	$218,644,165	80	Sep 30, 2026 Filed Nov 6
Collar Capital Management, LLC Appleton, WI	#7,031	Small	$166,755,892	66	Sep 30, 2026 Filed Oct 28
COLLECTIVE FAMILY OFFICE LLC YORK, PA	#3,896	Small	$475,761,966	77	Sep 30, 2026 Filed Oct 5
College Retirement Equities Fund-Stock Account	—	—	—	—	—
Collier Financial DENVER, CO	#7,513	Small	$132,648,591	81	Sep 30, 2026 Filed Nov 6
Collins Christopher Michael	—	—	—	—	—
Colombier Sponsor III LLC	—	—	—	—	—
Colonial House Capital Limited	—	—	—	—	—
Colonial River Investments, LLC MIDLOTHIAN, VA	#4,855	Small	$328,088,039	211	Sep 30, 2026 Filed Oct 19
Colonial Trust Advisors SPARTANBURG, SC	#2,010	Mid	$1,436,304,720	652	Jun 30, 2026 Filed Aug 11
Colonial Trust Co / SC SPARTANBURG, SC	#2,927	Small	$789,644,568	906	Jun 30, 2026 Filed Aug 11
Colony Family Offices, LLC CHARLOTTE, NC	#4,085	Small	$414,256,344	27	Sep 30, 2026 Filed Oct 22
COLONY GROUP LLC Boston, MA	—	Mid	$6,368,793,758	537	Sep 30, 2023 Filed Nov 14

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