Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Ciovacco Capital Management LLC
TRACKED
CIK 0001653012
$171.5M
AUM
28
positions
12
filings
latest Q1 2026
Cipher Capital LP
TRACKED
CIK 0001542420
$216.1M
AUM
411
positions
8
filings
latest Q1 2024
Circle Wealth Management, LLC
TRACKED
CIK 0001578242
$7.02B
AUM
261
positions
12
filings
latest Q1 2026
Circumference Group LLC
TRACKED
CIK 0001742372
$44.6M
AUM
13
positions
10
filings
latest Q1 2026
CISCO SYSTEMS, INC.
TRACKED
CIK 0000858877
$405.2M
AUM
6
positions
8
filings
latest Q2 2026
Citadel
TRACKED
CIK 0001423053
$618.47B
AUM
6,733
positions
12
filings
latest Q1 2026
Citadel Investment Advisory, Inc.
TRACKED
CIK 0001811907
$220,258
AUM
76
positions
8
filings
latest Q2 2026
CITIGROUP INC (C, C-PN, C-PR)
TRACKED
CIK 0000831001
$234.54B
AUM
5,130
positions
8
filings
latest Q1 2026
Citizens Business Bank
TRACKED
CIK 0001948632
$610.3M
AUM
135
positions
8
filings
latest Q1 2026
CITIZENS FINANCIAL GROUP INC/RI
TRACKED
CIK 0000759944
$7.19B
AUM
837
positions
8
filings
latest Q1 2026
Citizens National Bank Trust Department
TRACKED
CIK 0001806425
$679.7M
AUM
381
positions
8
filings
latest Q2 2026
CITIZENS & NORTHERN CORP
TRACKED
CIK 0000810958
$437.7M
AUM
117
positions
8
filings
latest Q2 2026
Citrine Capital LLC
TRACKED
CIK 0002053242
$270.2M
AUM
60
positions
2
filings
latest Q2 2026
City Center Advisors, LLC
TRACKED
CIK 0002030341
$123.5M
AUM
170
positions
2
filings
latest Q2 2026
CITY HOLDING CO
TRACKED
CIK 0000726854
$884.5M
AUM
587
positions
8
filings
latest Q2 2026
CITY NATIONAL BANK OF FLORIDA /MSD
TRACKED
CIK 0000709447
$238.5M
AUM
150
positions
7
filings
latest Q2 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
TRACKED
CIK 0001034546
$1.38B
AUM
94
positions
12
filings
latest Q1 2026
City State Bank
TRACKED
CIK 0001910666
$436.4M
AUM
809
positions
8
filings
latest Q2 2026
Civilization Ventures Management, LLC
TRACKED
CIK 0002112250
$87.9M
AUM
2
positions
2
filings
latest Q1 2026
CJM Wealth Advisers, Ltd.
TRACKED
CIK 0001992748
$380.9M
AUM
78
positions
8
filings
latest Q2 2026
CKW FINANCIAL GROUP
TRACKED
CIK 0001600403
$1.0M
AUM
317
positions
13
filings
latest Q2 2026
Claar Advisors LLC
TRACKED
CIK 0001593410
$295.1M
AUM
15
positions
13
filings
latest Q1 2026
Cladis Investment Advisory, LLC
TRACKED
CIK 0001911520
$181.7M
AUM
159
positions
17
filings
latest Q1 2026
Clal Insurance Enterprises Holdings Ltd
TRACKED
CIK 0001376192
$16.6M
AUM
214
positions
12
filings
latest Q1 2026
Clare Market Investments LLC
TRACKED
CIK 0002054098
$548.1M
AUM
173
positions
2
filings
latest Q2 2026
Clarendon Private LLC
TRACKED
CIK 0001961628
$155.6M
AUM
124
positions
7
filings
latest Q2 2026
Claret Asset Management Corp
TRACKED
CIK 0001735513
$928,291
AUM
498
positions
13
filings
latest Q2 2026
Clarion Wealth Managment Partners, LLC
TRACKED
CIK 0002081211
$110.4M
AUM
84
positions
4
filings
latest Q1 2026
CLARIS ADVISORS, LLC / MO /
TRACKED
CIK 0001905092
$383.0M
AUM
74
positions
8
filings
latest Q2 2026
Claris Financial LLC
TRACKED
CIK 0002060278
$182.8M
AUM
177
positions
6
filings
latest Q1 2026
Clarity Asset Management, Inc.
TRACKED
CIK 0001756759
$203.9M
AUM
66
positions
2
filings
latest Q2 2026
Clarity Capital Advisors, LLC
TRACKED
CIK 0002011219
$238.5M
AUM
95
positions
2
filings
latest Q2 2026
Clarity Capital Partners LLC
TRACKED
CIK 0002012239
$280.0M
AUM
108
positions
2
filings
latest Q2 2025
Clarity Financial LLC
TRACKED
CIK 0001862145
$1.18B
AUM
127
positions
8
filings
latest Q2 2026
Clarity Retirement & Wealth, LLC
TRACKED
CIK 0002103352
$124.0M
AUM
26
positions
2
filings
latest Q1 2026
Clarity Wealth Advisors, LLC
TRACKED
CIK 0001767384
$566.7M
AUM
116
positions
8
filings
latest Q2 2026
Clarity Wealth Development LLC
TRACKED
CIK 0002048774
$180.2M
AUM
59
positions
2
filings
latest Q2 2026
Clarius Group, LLC
TRACKED
CIK 0001664214
$1.75B
AUM
384
positions
8
filings
latest Q4 2025
ClariVest Asset Management LLC
TRACKED
CIK 0001388167
$980.2M
AUM
844
positions
8
filings
latest Q3 2024
Clark Asset Management, LLC
TRACKED
CIK 0002062026
$1.27B
AUM
294
positions
2
filings
latest Q2 2026
Clark Capital Management Group, Inc.
TRACKED
CIK 0001352187
$16.21B
AUM
515
positions
12
filings
latest Q1 2026
CLARK ESTATES INC/NY
TRACKED
CIK 0001056466
$416.2M
AUM
97
positions
12
filings
latest Q1 2026
CLARK FINANCIAL SERVICES GROUP INC /BD
TRACKED
CIK 0001001011
$211.8M
AUM
96
positions
13
filings
latest Q2 2026
Clarkston Capital Partners, LLC
TRACKED
CIK 0001562855
$1.31B
AUM
98
positions
12
filings
latest Q1 2026
Clark & Stuart, Inc
TRACKED
CIK 0002048750
$159.4M
AUM
57
positions
2
filings
latest Q2 2026
Clark Wealth Partners
TRACKED
CIK 0002107657
$177.1M
AUM
571
positions
7
filings
latest Q2 2026
Claro Advisors Inc.
TRACKED
CIK 0001764386
$830.1M
AUM
506
positions
8
filings
latest Q1 2026
Clarus Group, Inc.
TRACKED
CIK 0001844568
$295.0M
AUM
127
positions
8
filings
latest Q2 2026
Clarus Wealth Advisors
TRACKED
CIK 0001730149
$259.5M
AUM
86
positions
8
filings
latest Q2 2026
Claybrook Capital, LLC
TRACKED
CIK 0001729848
$174.8M
AUM
138
positions
8
filings
latest Q3 2023

Ciovacco Capital Management LLC
TRACKED
CIK 0001653012
$171.5M
AUM
28
positions
12
filings
latest Q1 2026
Cipher Capital LP
TRACKED
CIK 0001542420
$216.1M
AUM
411
positions
8
filings
latest Q1 2024
Circle Wealth Management, LLC
TRACKED
CIK 0001578242
$7.02B
AUM
261
positions
12
filings
latest Q1 2026
Circumference Group LLC
TRACKED
CIK 0001742372
$44.6M
AUM
13
positions
10
filings
latest Q1 2026
CISCO SYSTEMS, INC.
TRACKED
CIK 0000858877
$405.2M
AUM
6
positions
8
filings
latest Q2 2026
Citadel
TRACKED
CIK 0001423053
$618.47B
AUM
6,733
positions
12
filings
latest Q1 2026
Citadel Investment Advisory, Inc.
TRACKED
CIK 0001811907
$220,258
AUM
76
positions
8
filings
latest Q2 2026
CITIGROUP INC (C, C-PN, C-PR)
TRACKED
CIK 0000831001
$234.54B
AUM
5,130
positions
8
filings
latest Q1 2026
Citizens Business Bank
TRACKED
CIK 0001948632
$610.3M
AUM
135
positions
8
filings
latest Q1 2026
CITIZENS FINANCIAL GROUP INC/RI
TRACKED
CIK 0000759944
$7.19B
AUM
837
positions
8
filings
latest Q1 2026
Citizens National Bank Trust Department
TRACKED
CIK 0001806425
$679.7M
AUM
381
positions
8
filings
latest Q2 2026
CITIZENS & NORTHERN CORP
TRACKED
CIK 0000810958
$437.7M
AUM
117
positions
8
filings
latest Q2 2026
Citrine Capital LLC
TRACKED
CIK 0002053242
$270.2M
AUM
60
positions
2
filings
latest Q2 2026
City Center Advisors, LLC
TRACKED
CIK 0002030341
$123.5M
AUM
170
positions
2
filings
latest Q2 2026
CITY HOLDING CO
TRACKED
CIK 0000726854
$884.5M
AUM
587
positions
8
filings
latest Q2 2026
CITY NATIONAL BANK OF FLORIDA /MSD
TRACKED
CIK 0000709447
$238.5M
AUM
150
positions
7
filings
latest Q2 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
TRACKED
CIK 0001034546
$1.38B
AUM
94
positions
12
filings
latest Q1 2026
City State Bank
TRACKED
CIK 0001910666
$436.4M
AUM
809
positions
8
filings
latest Q2 2026
Civilization Ventures Management, LLC
TRACKED
CIK 0002112250
$87.9M
AUM
2
positions
2
filings
latest Q1 2026
CJM Wealth Advisers, Ltd.
TRACKED
CIK 0001992748
$380.9M
AUM
78
positions
8
filings
latest Q2 2026
CKW FINANCIAL GROUP
TRACKED
CIK 0001600403
$1.0M
AUM
317
positions
13
filings
latest Q2 2026
Claar Advisors LLC
TRACKED
CIK 0001593410
$295.1M
AUM
15
positions
13
filings
latest Q1 2026
Cladis Investment Advisory, LLC
TRACKED
CIK 0001911520
$181.7M
AUM
159
positions
17
filings
latest Q1 2026
Clal Insurance Enterprises Holdings Ltd
TRACKED
CIK 0001376192
$16.6M
AUM
214
positions
12
filings
latest Q1 2026
Clare Market Investments LLC
TRACKED
CIK 0002054098
$548.1M
AUM
173
positions
2
filings
latest Q2 2026
Clarendon Private LLC
TRACKED
CIK 0001961628
$155.6M
AUM
124
positions
7
filings
latest Q2 2026
Claret Asset Management Corp
TRACKED
CIK 0001735513
$928,291
AUM
498
positions
13
filings
latest Q2 2026
Clarion Wealth Managment Partners, LLC
TRACKED
CIK 0002081211
$110.4M
AUM
84
positions
4
filings
latest Q1 2026
CLARIS ADVISORS, LLC / MO /
TRACKED
CIK 0001905092
$383.0M
AUM
74
positions
8
filings
latest Q2 2026
Claris Financial LLC
TRACKED
CIK 0002060278
$182.8M
AUM
177
positions
6
filings
latest Q1 2026
Clarity Asset Management, Inc.
TRACKED
CIK 0001756759
$203.9M
AUM
66
positions
2
filings
latest Q2 2026
Clarity Capital Advisors, LLC
TRACKED
CIK 0002011219
$238.5M
AUM
95
positions
2
filings
latest Q2 2026
Clarity Capital Partners LLC
TRACKED
CIK 0002012239
$280.0M
AUM
108
positions
2
filings
latest Q2 2025
Clarity Financial LLC
TRACKED
CIK 0001862145
$1.18B
AUM
127
positions
8
filings
latest Q2 2026
Clarity Retirement & Wealth, LLC
TRACKED
CIK 0002103352
$124.0M
AUM
26
positions
2
filings
latest Q1 2026
Clarity Wealth Advisors, LLC
TRACKED
CIK 0001767384
$566.7M
AUM
116
positions
8
filings
latest Q2 2026
Clarity Wealth Development LLC
TRACKED
CIK 0002048774
$180.2M
AUM
59
positions
2
filings
latest Q2 2026
Clarius Group, LLC
TRACKED
CIK 0001664214
$1.75B
AUM
384
positions
8
filings
latest Q4 2025
ClariVest Asset Management LLC
TRACKED
CIK 0001388167
$980.2M
AUM
844
positions
8
filings
latest Q3 2024
Clark Asset Management, LLC
TRACKED
CIK 0002062026
$1.27B
AUM
294
positions
2
filings
latest Q2 2026
Clark Capital Management Group, Inc.
TRACKED
CIK 0001352187
$16.21B
AUM
515
positions
12
filings
latest Q1 2026
CLARK ESTATES INC/NY
TRACKED
CIK 0001056466
$416.2M
AUM
97
positions
12
filings
latest Q1 2026
CLARK FINANCIAL SERVICES GROUP INC /BD
TRACKED
CIK 0001001011
$211.8M
AUM
96
positions
13
filings
latest Q2 2026
Clarkston Capital Partners, LLC
TRACKED
CIK 0001562855
$1.31B
AUM
98
positions
12
filings
latest Q1 2026
Clark & Stuart, Inc
TRACKED
CIK 0002048750
$159.4M
AUM
57
positions
2
filings
latest Q2 2026
Clark Wealth Partners
TRACKED
CIK 0002107657
$177.1M
AUM
571
positions
7
filings
latest Q2 2026
Claro Advisors Inc.
TRACKED
CIK 0001764386
$830.1M
AUM
506
positions
8
filings
latest Q1 2026
Clarus Group, Inc.
TRACKED
CIK 0001844568
$295.0M
AUM
127
positions
8
filings
latest Q2 2026
Clarus Wealth Advisors
TRACKED
CIK 0001730149
$259.5M
AUM
86
positions
8
filings
latest Q2 2026
Claybrook Capital, LLC
TRACKED
CIK 0001729848
$174.8M
AUM
138
positions
8
filings
latest Q3 2023

Page 10 of 21

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

Ciovacco Capital Management LLC

Cipher Capital LP

Circle Wealth Management, LLC

Circumference Group LLC

CISCO SYSTEMS, INC.

Citadel

Citadel Investment Advisory, Inc.

CITIGROUP INC (C, C-PN, C-PR)

Citizens Business Bank

CITIZENS FINANCIAL GROUP INC/RI

Citizens National Bank Trust Department

CITIZENS & NORTHERN CORP

Citrine Capital LLC

City Center Advisors, LLC

CITY HOLDING CO

CITY NATIONAL BANK OF FLORIDA /MSD

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

City State Bank

Civilization Ventures Management, LLC

CJM Wealth Advisers, Ltd.

CKW FINANCIAL GROUP

Claar Advisors LLC

Cladis Investment Advisory, LLC

Clal Insurance Enterprises Holdings Ltd

Clare Market Investments LLC

Clarendon Private LLC

Claret Asset Management Corp

Clarion Wealth Managment Partners, LLC

CLARIS ADVISORS, LLC / MO /

Claris Financial LLC

Clarity Asset Management, Inc.

Clarity Capital Advisors, LLC

Clarity Capital Partners LLC

Clarity Financial LLC

Clarity Retirement & Wealth, LLC

Clarity Wealth Advisors, LLC

Clarity Wealth Development LLC

Clarius Group, LLC

ClariVest Asset Management LLC

Clark Asset Management, LLC

Clark Capital Management Group, Inc.

CLARK ESTATES INC/NY

CLARK FINANCIAL SERVICES GROUP INC /BD

Clarkston Capital Partners, LLC

Clark & Stuart, Inc

Clark Wealth Partners

Claro Advisors Inc.

Clarus Group, Inc.

Clarus Wealth Advisors

Claybrook Capital, LLC