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

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Name	Rank	Size	Latest AUM	Positions	As of
Commonwealth Retirement Investments LLC RICHMOND, VA	#4,648	Small	$367,462,543	105	Sep 30, 2026 Filed Oct 26
Commonwealth Venture (GP) Partners IV LLC Woburn, MA	—	—	—	—	—
Community Bank, N.A. DeWitt, NY	#2,648	Small	$914,896,080	470	Sep 30, 2026 Filed Nov 6
COMMUNITY BANK NA, a subsidiary of Community Bank System Inc DEWITT, NY	—	—	—	—	—
Community Bank of Raymore RAYMORE, MO	#7,029	Small	$169,102,157	68	Sep 30, 2026 Filed Oct 23
Community Bank & Trust, Waco, Texas WACO, TX	#3,602	Small	$611,263,533	161	Sep 30, 2026 Filed Oct 19
Community Capital Management, Inc. Weston, FL	—	Micro	$60,282,249	50	Sep 30, 2023 Filed Oct 24
Community Financial Services Group, LLC NEWPORT, VT	#3,185	Small	$614,536,245	436	Sep 30, 2026 Filed Oct 15
Community Savings Bank Employee Stock Ownership Plan Trust	—	—	—	—	—
COMMUNITY TRUST & INVESTMENT CO LEXINGTON, KY	#1,637	Mid	$2,017,456,270	129	Sep 30, 2026 Filed Oct 15
Community US Fund Management, Inc.	—	—	—	—	—
COMPAGNIE FINANCIERE RICHEMONT SA	—	—	—	—	—
Compagnie Lombard Odier SCmA 1204 GENEVA, V8	#577	Mid	$9,716,079,979	412	Sep 30, 2026 Filed Nov 4
Compagnie Maritime Belge NV	—	—	—	—	—
Compass Advisory Group LLC MELVILLE, NY	#4,291	Small	$420,792,781	37	Jun 30, 2026 Filed Aug 11
COMPASS CAPITAL CORP /MA/ /ADV BRAINTREE, MA	#5,307	Small	$294,041,703	135	Jun 30, 2026 Filed Aug 13
COMPASS CAPITAL MANAGEMENT, INC MINNEAPOLIS, MN	#1,822	Mid	$1,710,859,882	101	Sep 30, 2026 Filed Nov 6
Compass Digital SPAC LLC	—	—	—	—	—
Compass Efficient Model Portfolios, LLC BRENTWOOD, TN	—	—	—	—	—
COMPASS FINANCIAL ADVISORS LLC FORT WAYNE, IN	—	Micro	$77,895,860	106	Mar 31, 2023 Filed May 3
Compass Financial Group, Inc. DEERFIELD BEACH, FL	#5,979	Small	$225,956,537	27	Sep 30, 2026 Filed Nov 6
Compass Financial Group, Inc. (Ohio) DUBLIN, OH	#7,474	Small	$139,882,800	25	Sep 30, 2026 Filed Oct 19
Compass Financial Group, INC/SD Sioux Falls, SD	#2,745	Small	$911,033,683	86	Sep 30, 2026 Filed Oct 13
COMPASS FINANCIAL MANAGEMENT LLC TAMPA, FL	#2,817	Small	$877,889,220	1,123	Sep 30, 2026 Filed Oct 30
Compass Financial Services Inc WEST DES MOINES, IA	#5,586	Small	$239,952,970	39	Sep 30, 2026 Filed Nov 6
COMPASS GROUP CAYMAN LTD	—	—	—	—	—
COMPASS GROUP LLC New York, NY	—	Micro	$2,953,241	3	Sep 30, 2025 Filed Nov 12
Compass Investment Advisers LLC PORTLAND, OR	—	Micro	$34,438,291	13	Dec 31, 2024 Filed Apr 9
Compass Ion Advisors, LLC CONSHOHOCKEN, PA	#2,278	Mid	$1,103,187,812	193	Sep 30, 2026 Filed Oct 23
Compass Planning Associates Inc GREENFIELD, MA	#6,758	Small	$191,146,499	20	Sep 30, 2026 Filed Oct 13
COMPASS ROSE ASSET MANAGEMENT, LP New York, NY	#1,163	Mid	$3,366,991,067	18	Jun 30, 2026 Filed Aug 12
Compass Wealth Management LLC GUILFORD, CT	#3,716	Small	$491,545,743	377	Sep 30, 2026 Filed Oct 22
Compass Wealth Management, LLC/GA Atlanta, GA	#5,785	Small	$228,288,217	60	Sep 30, 2026 Filed Oct 30
COMPLEX CAPITAL MANAGEMENT, LLC WASHINGTON, DC	—	—	—	—	—
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd Hong Kong, K3	—	Micro	$70,138,294	1	Sep 30, 2022 Filed Nov 10
Composition Wealth, LLC LOS ANGELES, CA	#603	Mid	$8,532,893,900	652	Jun 30, 2026 Filed Jul 22
Compound Global Advisors, LLC MERCER ISLAND, WA	#8,782	Micro	$9,220,772	29	Sep 30, 2026 Filed Oct 20
Compound Planning, Inc. NEW YORK, NY	#1,069	Mid	$3,830,671,762	1,066	Sep 30, 2026 Filed Nov 5
Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN	#4,570	Small	$363,585,431	139	Sep 30, 2026 Filed Oct 15
Comprehensive Financial Management LLC Los Gatos, CA	#1,237	Mid	$3,046,884,332	38	Jun 30, 2026 Filed Aug 14
Comprehensive Financial Planning, Inc.	—	—	—	—	—
Comprehensive Financial Planning, Inc./PA EAST PETERSBURG, PA	#6,708	Small	$169,384,848	253	Sep 30, 2026 Filed Oct 27
Comprehensive Money Management Services LLC CORAL GABLES, FL	#7,249	Small	$158,854,318	121	Jun 30, 2026 Filed Aug 17
Comprehensive Wealth Management, LLC LYNNWOOD, WA	#6,228	Small	$204,024,056	27	Sep 30, 2026 Filed Nov 2
COMPTON CAPITAL MANAGEMENT INC /RI PROVIDENCE, RI	—	Micro	$4,318,473	8	Jun 30, 2023 Filed Aug 9
Compton Financial Group, LLC TOWSON, MD	#3,757	Small	$519,166,342	57	Jun 30, 2026 Filed Aug 12
Compton Wealth Advisory Group, LLC VIRGINIA BEACH, VA	#3,859	Small	$405,872,125	69	Sep 30, 2026 Filed Oct 13
Comstock MultiChain Fund, L.P.	—	—	—	—	—
Conatus Capital Management LP Greenwich, CT	—	—	—	—	—
Conboy Stephen	—	—	—	—	—

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