Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Clay Northam Wealth Management, LLC
TRACKED
CIK 0001915687
$178.1M
AUM
101
positions
8
filings
latest Q1 2026
Clayton, Dubilier & Rice, LLC
TRACKED
CIK 0001538642
$895.0M
AUM
2
positions
14
filings
latest Q2 2026
Clayton Financial Group LLC
TRACKED
CIK 0002011212
$180.9M
AUM
65
positions
2
filings
latest Q2 2026
Clayton Partners LLC
TRACKED
CIK 0001550509
$137.5M
AUM
38
positions
12
filings
latest Q1 2026
Clean Energy Transition LLP
TRACKED
CIK 0001911523
$1.54B
AUM
15
positions
12
filings
latest Q1 2026
Clean Yield Group
TRACKED
CIK 0001525865
$355.2M
AUM
385
positions
8
filings
latest Q1 2026
ClearAlpha Technologies LP
TRACKED
CIK 0001972331
$48.6M
AUM
74
positions
10
filings
latest Q1 2026
Clearbridge Investments, LLC
TRACKED
CIK 0001348883
$114.89B
AUM
690
positions
13
filings
latest Q1 2026
ClearBridge Investments Ltd
TRACKED
CIK 0001499094
$4.56B
AUM
25
positions
8
filings
latest Q2 2025
Clear Creek Financial Management, LLC
TRACKED
CIK 0001784235
$1.56B
AUM
642
positions
8
filings
latest Q2 2026
CLEARFIELD CAPITAL MANAGEMENT LP
TRACKED
CIK 0001643569
$187.9M
AUM
16
positions
12
filings
latest Q1 2026
Clear Harbor Asset Management, LLC
TRACKED
CIK 0001511857
$1.45B
AUM
438
positions
8
filings
latest Q1 2026
CLEAR INVESTMENT RESEARCH, LLC
TRACKED
CIK 0001635523
$63.9M
AUM
241
positions
8
filings
latest Q1 2026
CLEARLAKE CAPITAL GROUP, L.P.
TRACKED
CIK 0001688282
$680.4M
AUM
6
positions
12
filings
latest Q1 2026
Clearline Capital LP
TRACKED
CIK 0001600136
$1.93B
AUM
106
positions
12
filings
latest Q1 2026
Clear Point Advisors Inc.
TRACKED
CIK 0002010474
$112.8M
AUM
93
positions
2
filings
latest Q2 2026
Clear Retirement Advice LLC
TRACKED
CIK 0002112984
$146.0M
AUM
54
positions
2
filings
latest Q2 2026
Clear Rock Advisors, LLC
TRACKED
CIK 0001810372
$234.0M
AUM
70
positions
2
filings
latest Q2 2024
Clear Sky Carbon Solutions Investment Management, LLC
TRACKED
CIK 0001887492
—
AUM
1
positions
8
filings
latest Q3 2025
Clearstead Advisors, LLC
TRACKED
CIK 0000842775
$10.95B
AUM
2,232
positions
13
filings
latest Q1 2026
Clearstead Trust, LLC
TRACKED
CIK 0001708001
$613.4M
AUM
981
positions
12
filings
latest Q1 2026
Clear Street Derivatives LLC
TRACKED
CIK 0001983408
$12.4M
AUM
35
positions
2
filings
latest Q2 2025
Clear Street Group Inc.
TRACKED
CIK 0001881567
$24.62B
AUM
1,077
positions
3
filings
latest Q1 2026
CLEAR STREET LLC
TRACKED
CIK 0001708828
$25.06B
AUM
660
positions
8
filings
latest Q2 2025
Clear Trail Advisors, LLC
TRACKED
CIK 0002097856
$655.2M
AUM
161
positions
2
filings
latest Q2 2026
Clearview Wealth Advisors LLC
TRACKED
CIK 0001840306
$157.8M
AUM
103
positions
8
filings
latest Q4 2025
Clearview Wealth Management LLC
TRACKED
CIK 0001857588
$155.6M
AUM
62
positions
2
filings
latest Q2 2026
Clearwater Capital Advisors, LLC
TRACKED
CIK 0001690531
$1.24B
AUM
177
positions
12
filings
latest Q1 2026
Clearwave Capital, LLC
TRACKED
CIK 0002111821
$181.4M
AUM
166
positions
2
filings
latest Q2 2026
CLEAR WAVE WEALTH MANAGEMENT LLC
TRACKED
CIK 0002113615
$462.7M
AUM
177
positions
1
filings
latest Q1 2026
Clermont Group
TRACKED
CIK 0001542156
—
AUM
1
positions
8
filings
latest Q3 2023
CLG LLC
TRACKED
CIK 0002059872
$455.4M
AUM
156
positions
7
filings
latest Q2 2026
CLIENT 1ST ADVISORY GROUP, LLC
TRACKED
CIK 0001802816
$383.7M
AUM
142
positions
8
filings
latest Q2 2026
Client First Capital LLC
TRACKED
CIK 0001822065
$251.1M
AUM
26
positions
8
filings
latest Q2 2026
Client First Investment Management LLC
TRACKED
CIK 0002018284
$237.3M
AUM
28
positions
2
filings
latest Q2 2026
Clientfirst Wealth Management, LLC
TRACKED
CIK 0001915494
$121.7M
AUM
53
positions
9
filings
latest Q2 2026
Clifford Group, LLC
TRACKED
CIK 0001965522
$129.8M
AUM
80
positions
12
filings
latest Q1 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC
TRACKED
CIK 0001034642
$2.94B
AUM
332
positions
8
filings
latest Q1 2026
Cliffwater LLC
TRACKED
CIK 0001659851
$377.4M
AUM
20
positions
12
filings
latest Q1 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
TRACKED
CIK 0000944361
$7.61B
AUM
253
positions
8
filings
latest Q2 2026
Climber Capital SA
TRACKED
CIK 0002011229
$163.5M
AUM
64
positions
2
filings
latest Q2 2026
Clio Asset Management LLC
TRACKED
CIK 0001986196
$125.8M
AUM
15
positions
8
filings
latest Q2 2026
Closed-End Fund Advisors, Inc.
TRACKED
CIK 0002103520
$102.4M
AUM
163
positions
3
filings
latest Q2 2026
CloudAlpha Capital Management Limited/Hong Kong
TRACKED
CIK 0001745907
—
AUM
—
positions
16
filings
latest Q1 2026
Cloud Capital Management, LLC
TRACKED
CIK 0002060492
$229,414
AUM
105
positions
5
filings
latest Q1 2026
CLOUGH CAPITAL PARTNERS L P
TRACKED
CIK 0001276144
$1.04B
AUM
95
positions
12
filings
latest Q1 2026
CLOVERFIELDS CAPITAL GROUP, LP
TRACKED
CIK 0001819581
$309.1M
AUM
91
positions
12
filings
latest Q1 2026
Clutterbuck Capital Management LLC
TRACKED
CIK 0001517638
$164.1M
AUM
4
positions
2
filings
latest Q1 2026
C M BIDWELL & ASSOCIATES LTD
TRACKED
CIK 0001091860
$214.1M
AUM
483
positions
12
filings
latest Q1 2026
CMC Financial Group
TRACKED
CIK 0001770940
$51.0M
AUM
34
positions
12
filings
latest Q1 2026

Clay Northam Wealth Management, LLC
TRACKED
CIK 0001915687
$178.1M
AUM
101
positions
8
filings
latest Q1 2026
Clayton, Dubilier & Rice, LLC
TRACKED
CIK 0001538642
$895.0M
AUM
2
positions
14
filings
latest Q2 2026
Clayton Financial Group LLC
TRACKED
CIK 0002011212
$180.9M
AUM
65
positions
2
filings
latest Q2 2026
Clayton Partners LLC
TRACKED
CIK 0001550509
$137.5M
AUM
38
positions
12
filings
latest Q1 2026
Clean Energy Transition LLP
TRACKED
CIK 0001911523
$1.54B
AUM
15
positions
12
filings
latest Q1 2026
Clean Yield Group
TRACKED
CIK 0001525865
$355.2M
AUM
385
positions
8
filings
latest Q1 2026
ClearAlpha Technologies LP
TRACKED
CIK 0001972331
$48.6M
AUM
74
positions
10
filings
latest Q1 2026
Clearbridge Investments, LLC
TRACKED
CIK 0001348883
$114.89B
AUM
690
positions
13
filings
latest Q1 2026
ClearBridge Investments Ltd
TRACKED
CIK 0001499094
$4.56B
AUM
25
positions
8
filings
latest Q2 2025
Clear Creek Financial Management, LLC
TRACKED
CIK 0001784235
$1.56B
AUM
642
positions
8
filings
latest Q2 2026
CLEARFIELD CAPITAL MANAGEMENT LP
TRACKED
CIK 0001643569
$187.9M
AUM
16
positions
12
filings
latest Q1 2026
Clear Harbor Asset Management, LLC
TRACKED
CIK 0001511857
$1.45B
AUM
438
positions
8
filings
latest Q1 2026
CLEAR INVESTMENT RESEARCH, LLC
TRACKED
CIK 0001635523
$63.9M
AUM
241
positions
8
filings
latest Q1 2026
CLEARLAKE CAPITAL GROUP, L.P.
TRACKED
CIK 0001688282
$680.4M
AUM
6
positions
12
filings
latest Q1 2026
Clearline Capital LP
TRACKED
CIK 0001600136
$1.93B
AUM
106
positions
12
filings
latest Q1 2026
Clear Point Advisors Inc.
TRACKED
CIK 0002010474
$112.8M
AUM
93
positions
2
filings
latest Q2 2026
Clear Retirement Advice LLC
TRACKED
CIK 0002112984
$146.0M
AUM
54
positions
2
filings
latest Q2 2026
Clear Rock Advisors, LLC
TRACKED
CIK 0001810372
$234.0M
AUM
70
positions
2
filings
latest Q2 2024
Clear Sky Carbon Solutions Investment Management, LLC
TRACKED
CIK 0001887492
—
AUM
1
positions
8
filings
latest Q3 2025
Clearstead Advisors, LLC
TRACKED
CIK 0000842775
$10.95B
AUM
2,232
positions
13
filings
latest Q1 2026
Clearstead Trust, LLC
TRACKED
CIK 0001708001
$613.4M
AUM
981
positions
12
filings
latest Q1 2026
Clear Street Derivatives LLC
TRACKED
CIK 0001983408
$12.4M
AUM
35
positions
2
filings
latest Q2 2025
Clear Street Group Inc.
TRACKED
CIK 0001881567
$24.62B
AUM
1,077
positions
3
filings
latest Q1 2026
CLEAR STREET LLC
TRACKED
CIK 0001708828
$25.06B
AUM
660
positions
8
filings
latest Q2 2025
Clear Trail Advisors, LLC
TRACKED
CIK 0002097856
$655.2M
AUM
161
positions
2
filings
latest Q2 2026
Clearview Wealth Advisors LLC
TRACKED
CIK 0001840306
$157.8M
AUM
103
positions
8
filings
latest Q4 2025
Clearview Wealth Management LLC
TRACKED
CIK 0001857588
$155.6M
AUM
62
positions
2
filings
latest Q2 2026
Clearwater Capital Advisors, LLC
TRACKED
CIK 0001690531
$1.24B
AUM
177
positions
12
filings
latest Q1 2026
Clearwave Capital, LLC
TRACKED
CIK 0002111821
$181.4M
AUM
166
positions
2
filings
latest Q2 2026
CLEAR WAVE WEALTH MANAGEMENT LLC
TRACKED
CIK 0002113615
$462.7M
AUM
177
positions
1
filings
latest Q1 2026
Clermont Group
TRACKED
CIK 0001542156
—
AUM
1
positions
8
filings
latest Q3 2023
CLG LLC
TRACKED
CIK 0002059872
$455.4M
AUM
156
positions
7
filings
latest Q2 2026
CLIENT 1ST ADVISORY GROUP, LLC
TRACKED
CIK 0001802816
$383.7M
AUM
142
positions
8
filings
latest Q2 2026
Client First Capital LLC
TRACKED
CIK 0001822065
$251.1M
AUM
26
positions
8
filings
latest Q2 2026
Client First Investment Management LLC
TRACKED
CIK 0002018284
$237.3M
AUM
28
positions
2
filings
latest Q2 2026
Clientfirst Wealth Management, LLC
TRACKED
CIK 0001915494
$121.7M
AUM
53
positions
9
filings
latest Q2 2026
Clifford Group, LLC
TRACKED
CIK 0001965522
$129.8M
AUM
80
positions
12
filings
latest Q1 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC
TRACKED
CIK 0001034642
$2.94B
AUM
332
positions
8
filings
latest Q1 2026
Cliffwater LLC
TRACKED
CIK 0001659851
$377.4M
AUM
20
positions
12
filings
latest Q1 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
TRACKED
CIK 0000944361
$7.61B
AUM
253
positions
8
filings
latest Q2 2026
Climber Capital SA
TRACKED
CIK 0002011229
$163.5M
AUM
64
positions
2
filings
latest Q2 2026
Clio Asset Management LLC
TRACKED
CIK 0001986196
$125.8M
AUM
15
positions
8
filings
latest Q2 2026
Closed-End Fund Advisors, Inc.
TRACKED
CIK 0002103520
$102.4M
AUM
163
positions
3
filings
latest Q2 2026
CloudAlpha Capital Management Limited/Hong Kong
TRACKED
CIK 0001745907
—
AUM
—
positions
16
filings
latest Q1 2026
Cloud Capital Management, LLC
TRACKED
CIK 0002060492
$229,414
AUM
105
positions
5
filings
latest Q1 2026
CLOUGH CAPITAL PARTNERS L P
TRACKED
CIK 0001276144
$1.04B
AUM
95
positions
12
filings
latest Q1 2026
CLOVERFIELDS CAPITAL GROUP, LP
TRACKED
CIK 0001819581
$309.1M
AUM
91
positions
12
filings
latest Q1 2026
Clutterbuck Capital Management LLC
TRACKED
CIK 0001517638
$164.1M
AUM
4
positions
2
filings
latest Q1 2026
C M BIDWELL & ASSOCIATES LTD
TRACKED
CIK 0001091860
$214.1M
AUM
483
positions
12
filings
latest Q1 2026
CMC Financial Group
TRACKED
CIK 0001770940
$51.0M
AUM
34
positions
12
filings
latest Q1 2026

Page 11 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

Clay Northam Wealth Management, LLC

Clayton, Dubilier & Rice, LLC

Clayton Financial Group LLC

Clayton Partners LLC

Clean Energy Transition LLP

Clean Yield Group

ClearAlpha Technologies LP

Clearbridge Investments, LLC

ClearBridge Investments Ltd

Clear Creek Financial Management, LLC

CLEARFIELD CAPITAL MANAGEMENT LP

Clear Harbor Asset Management, LLC

CLEAR INVESTMENT RESEARCH, LLC

CLEARLAKE CAPITAL GROUP, L.P.

Clearline Capital LP

Clear Point Advisors Inc.

Clear Retirement Advice LLC

Clear Rock Advisors, LLC

Clear Sky Carbon Solutions Investment Management, LLC

Clearstead Advisors, LLC

Clearstead Trust, LLC

Clear Street Derivatives LLC

Clear Street Group Inc.

CLEAR STREET LLC

Clear Trail Advisors, LLC

Clearview Wealth Advisors LLC

Clearview Wealth Management LLC

Clearwater Capital Advisors, LLC

Clearwave Capital, LLC

CLEAR WAVE WEALTH MANAGEMENT LLC

Clermont Group

CLG LLC

CLIENT 1ST ADVISORY GROUP, LLC

Client First Capital LLC

Client First Investment Management LLC

Clientfirst Wealth Management, LLC

Clifford Group, LLC

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Cliffwater LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Climber Capital SA

Clio Asset Management LLC

Closed-End Fund Advisors, Inc.

CloudAlpha Capital Management Limited/Hong Kong

Cloud Capital Management, LLC

CLOUGH CAPITAL PARTNERS L P

CLOVERFIELDS CAPITAL GROUP, LP

Clutterbuck Capital Management LLC

C M BIDWELL & ASSOCIATES LTD

CMC Financial Group