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
Concentric Capital Strategies, LP Stamford, CT	#1,716	Mid	$1,802,117,416	306	Jun 30, 2026 Filed Aug 14
CONCENTRIC WEALTH MANAGEMENT, LLC LAFAYETTE, CA	—	Small	$397,688,054	110	Sep 30, 2024 Filed Nov 13
Concentrum Wealth Management SAN JOSE, CA	#4,311	Small	$417,832,576	101	Jun 30, 2026 Filed Aug 6
Concert Wealth Management Inc. SAN JOSE, CA	—	—	—	—	—
Concise Capital Management, LP	—	—	—	—	—
CONCORD ASSET MANAGEMENT LLC CHICAGO, IL	—	—	—	—	—
Concord Asset Management, LLC/VA ABINGDON, VA	#3,299	Small	$626,182,909	104	Sep 30, 2026 Filed Nov 2
Concorde Asset Management, LLC ANN ARBOR, MI	#6,977	Small	$172,702,993	128	Jun 30, 2026 Filed Aug 18
Concorde Financial Corp DALLAS, TX	#7,965	Small	$124,099,149	25	Jun 30, 2026 Filed Aug 14
Concord Investment Counsel Inc. IRVINE, CA	#4,641	Small	$368,893,957	38	Jun 30, 2026 Filed Aug 12
Concord Sponsor Group III LLC	—	—	—	—	—
Concord Wealth Partners ABINGDON, VA	#2,743	Small	$827,511,435	562	Sep 30, 2026 Filed Nov 2
Concourse Capital Management, LLC Atlanta, GA	—	—	—	—	—
Concurrent Investment Advisors, LLC Tampa, FL	#484	Large	$13,805,892,031	1,410	Sep 30, 2026 Filed Oct 16
Condire Management, LP DALLAS, TX	#2,680	Small	$910,019,025	20	Jun 30, 2026 Filed Aug 20
CONDOR CAPITAL MANAGEMENT MARTINSVILLE, NJ	#2,104	Mid	$1,218,313,948	114	Sep 30, 2026 Filed Nov 6
Condorcet Global Opportunity Fund, LLC NEW YORK, NY	—	—	—	—	—
Conestoga Capital Advisors, LLC WAYNE, PA	#937	Mid	$3,310,252,113	108	Sep 30, 2026 Filed Nov 2
CONFLUENCE INVESTMENT MANAGEMENT LLC ST. LOUIS, MO	#740	Mid	$5,913,176,723	224	Sep 30, 2026 Filed Oct 1
Confluence Wealth Management LLC Portland, OR	—	Small	$150,225,434	91	Sep 30, 2020 Filed Oct 26
Confluence Wealth Services, Inc. MCMURRAY, PA	#1,138	Mid	$3,639,873,305	319	Sep 30, 2026 Filed Nov 5
Conglin Deng	—	—	—	—	—
CONGRESS ASSET MANAGEMENT CO BOSTON, MA	#397	Large	$15,362,951,318	365	Sep 30, 2026 Filed Oct 6
Congress Park Capital LLC SARATOGA SPRINGS, NY	#4,626	Small	$365,335,333	124	Sep 30, 2026 Filed Oct 13
Congress Wealth Management LLC / DE / BOSTON, MA	—	Large	$10,193,883,518	830	Jun 30, 2025 Filed Aug 13
Congruence Capital, LLC LOS ANGELES, CA	#4,541	Small	$382,617,708	28	Jun 30, 2026 Filed Aug 13
Cong Shi	—	—	—	—	—
Conifer Management, L.L.C. New York, NY	#3,435	Small	$606,658,704	6	Jun 30, 2026 Filed Aug 13
Conlin Matthew	—	—	—	—	—
CONNABLE OFFICE INC KALAMAZOO, MI	#2,313	Mid	$1,135,505,569	215	Jun 30, 2026 Filed Aug 3
Connacht Asset Management LP New York, NY	—	Micro	$16,881,807	46	Sep 30, 2023 Filed Nov 14
Connecticut Capital Management Group, LLC MILFORD, CT	#7,964	Small	$119,520,263	116	Sep 30, 2026 Filed Oct 29
Connecticut Wealth Management, LLC FARMINGTON, CT	#1,339	Mid	$2,507,416,771	238	Sep 30, 2026 Filed Oct 13
Connective Capital Management, LLC PALO ALTO, CA	#7,609	Small	$141,902,195	67	Jun 30, 2026 Filed Aug 13
Connective Portfolio Management, LLC NEW YORK, NY	#8,554	Micro	$66,901,284	38	Sep 30, 2026 Filed Oct 22
Connect Midstream, LLC	—	—	—	—	—
Connectus Wealth, LLC CINCINNATI, OH	—	Mid	$3,912,954,972	297	Mar 31, 2024 Filed May 14
CONNING INC. HARTFORD, CT	#1,196	Mid	$3,101,905,677	278	Sep 30, 2026 Filed Oct 27
Connolly Sarah T. BOSTON, MA	—	Micro	$1,107,328	4	Dec 31, 2023 Filed Feb 9
Connor, Clark & Lunn Investment Management Ltd. VANCOUVER, A1	#181	Large	$52,790,296,287	1,606	Jun 30, 2026 Filed Aug 13
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD VANCOUVER BC, A1	—	Micro	$0	1	Dec 31, 2013 Filed Feb 13
CONNORS INVESTOR SERVICES INC WYOMISSING, PA	#2,371	Mid	$1,101,317,046	142	Jun 30, 2026 Filed Aug 14
CONNORS KATHLEEN MARIE	—	—	—	—	—
ConocoPhillips Houston, TX	—	Micro	$0	1	Sep 30, 2023 Filed Oct 11
CONQUIS FINANCIAL LLC MILBRAE, CA	#7,969	Small	$124,013,562	40	Jun 30, 2026 Filed Aug 13
Conrad N. Hilton Foundation WESTLAKE VILLAGE, CA	#3,540	Small	$575,606,366	1	Jun 30, 2026 Filed Aug 14
Conrad Siegel Investment Advisors, Inc. HARRISBURG, PA	#3,402	Small	$614,930,980	43	Sep 30, 2026 Filed Oct 8
CONSCIOUS WEALTH INVESTMENTS, LLC ATLANTA, GA	#6,553	Small	$198,839,375	61	Jun 30, 2026 Filed Aug 11
Consector Capital, LP NEW YORK, NY	—	—	—	—	—
Conservest Capital Advisors, Inc. WYNNEWOOD, PA	#2,163	Mid	$1,257,153,168	78	Jun 30, 2026 Filed Jul 22

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