Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

667 institutions on file

MN Wealth Advisors, LLC
TRACKED
CIK 0001992972
$234.9M
AUM
134
positions
2
filings
latest Q2 2026
Modera Wealth Management, LLC
TRACKED
CIK 0001542143
$8.34B
AUM
635
positions
13
filings
latest Q1 2026
Modern Wealth Management, LLC
TRACKED
CIK 0002001900
—
AUM
—
positions
24
filings
latest Q1 2026
Modus Advisors, LLC
TRACKED
CIK 0001799284
$363.3M
AUM
117
positions
2
filings
latest Q1 2026
Moelis Asset Management LP
TRACKED
CIK 0001512804
$5.3M
AUM
1
positions
2
filings
latest Q2 2023
Moerus Capital Management LLC
TRACKED
CIK 0001742647
$270.8M
AUM
15
positions
12
filings
latest Q1 2026
MOGY JOEL R INVESTMENT COUNSEL INC
TRACKED
CIK 0001126735
$1.75B
AUM
121
positions
2
filings
latest Q2 2026
Moisand Fitzgerald Tamayo, LLC
TRACKED
CIK 0001649107
$1.02B
AUM
535
positions
2
filings
latest Q2 2026
MOKAN Wealth Management Inc.
TRACKED
CIK 0002053727
$261.7M
AUM
95
positions
2
filings
latest Q2 2026
Mokosak Advisory Group, LLC
TRACKED
CIK 0001713112
$399.5M
AUM
34
positions
2
filings
latest Q1 2026
MOLLER WEALTH PARTNERS
TRACKED
CIK 0001475271
$552.8M
AUM
75
positions
2
filings
latest Q2 2026
Moloney Securities Asset Management, LLC
TRACKED
CIK 0001697934
$840.3M
AUM
497
positions
2
filings
latest Q3 2025
Momentous Wealth Management, Inc.
TRACKED
CIK 0002055574
—
AUM
—
positions
6
filings
latest Q1 2026
Moment Partners, LLC
TRACKED
CIK 0002055889
$554.9M
AUM
101
positions
2
filings
latest Q2 2026
Momentum Wealth Planning, LLC
TRACKED
CIK 0002087652
—
AUM
—
positions
4
filings
latest Q1 2026
Monaco Asset Management SAM
TRACKED
CIK 0001803593
$542.4M
AUM
64
positions
12
filings
latest Q1 2026
Monarch Alternative Capital LP
TRACKED
CIK 0001281084
$1.63B
AUM
9
positions
13
filings
latest Q1 2026
MONARCH CAPITAL MANAGEMENT INC
TRACKED
CIK 0000938759
—
AUM
—
positions
2
filings
latest Q2 2026
Monashee Investment Management LLC
TRACKED
CIK 0001627608
$183.8M
AUM
45
positions
12
filings
latest Q1 2026
Mondrian Investment Partners LTD
TRACKED
CIK 0001317724
$6.69B
AUM
103
positions
2
filings
latest Q1 2026
MONECO ADVISORS, LLC
TRACKED
CIK 0001765690
$1.29B
AUM
515
positions
18
filings
latest Q1 2026
Moneda S.A. Administradora General de Fondos
TRACKED
CIK 0001536361
$122.6M
AUM
25
positions
12
filings
latest Q1 2026
MONEDA USA, INC.
TRACKED
CIK 0001536362
$54.5M
AUM
9
positions
2
filings
latest Q3 2023
MONETA GROUP INVESTMENT ADVISORS LLC
TRACKED
CIK 0001120927
$13.29B
AUM
800
positions
12
filings
latest Q1 2026
MONETARY MANAGEMENT GROUP INC
TRACKED
CIK 0001133014
$418.7M
AUM
332
positions
12
filings
latest Q1 2026
Monetary Solutions, Ltd
TRACKED
CIK 0002112370
$116.1M
AUM
397
positions
2
filings
latest Q2 2026
MONETTA FINANCIAL SERVICES INC
TRACKED
CIK 0000869179
$129.0M
AUM
58
positions
12
filings
latest Q1 2026
MONEY CONCEPTS CAPITAL CORP
TRACKED
CIK 0000716851
$1.81B
AUM
567
positions
2
filings
latest Q1 2026
Money Design Co.,Ltd.
TRACKED
CIK 0001721608
$2.1M
AUM
72
positions
2
filings
latest Q2 2025
MONEYWISE, INC.
TRACKED
CIK 0001703080
$268.1M
AUM
86
positions
2
filings
latest Q2 2026
MONIMUS CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001848831
$360.7M
AUM
55
positions
6
filings
latest Q1 2026
MONOGRAPH WEALTH ADVISORS, LLC
TRACKED
CIK 0001776588
$1.05B
AUM
144
positions
12
filings
latest Q1 2026
Monolith Management Ltd
TRACKED
CIK 0002008306
$332.0M
AUM
33
positions
10
filings
latest Q1 2026
MONTAG A & ASSOCIATES INC
TRACKED
CIK 0000829407
$2.15B
AUM
938
positions
2
filings
latest Q1 2026
MONTAG & CALDWELL, LLC
TRACKED
CIK 0000067698
$456.8M
AUM
113
positions
2
filings
latest Q2 2025
Montaka Global Pty Ltd
TRACKED
CIK 0002104890
$167.3M
AUM
21
positions
2
filings
latest Q1 2026
Montanaro Asset Management Ltd
TRACKED
CIK 0001831133
$334.4M
AUM
42
positions
12
filings
latest Q1 2026
MONTCHANIN ASSET MANAGEMENT, LLC
TRACKED
CIK 0001940660
$98,128
AUM
62
positions
9
filings
latest Q2 2026
Montecito Bank & Trust
TRACKED
CIK 0001422508
$668.4M
AUM
271
positions
2
filings
latest Q2 2026
Monte Financial Group, LLC
TRACKED
CIK 0001755651
$281.6M
AUM
100
positions
12
filings
latest Q1 2026
Monterey Private Wealth, Inc.
TRACKED
CIK 0001839826
$339.5M
AUM
138
positions
2
filings
latest Q1 2025
MONTGOMERY INVESTMENT MANAGEMENT INC
TRACKED
CIK 0001272544
$329.5M
AUM
108
positions
2
filings
latest Q2 2026
Montis Financial, LLC
TRACKED
CIK 0001844314
$483.5M
AUM
150
positions
12
filings
latest Q1 2026
MONTRUSCO BOLTON INVESTMENTS INC.
TRACKED
CIK 0001475940
$6.46B
AUM
80
positions
2
filings
latest Q2 2026
MontVue Capital Management, Inc.
TRACKED
CIK 0002008758
$173.8M
AUM
78
positions
2
filings
latest Q2 2026
Montz Harcus Wealth Management LLC
TRACKED
CIK 0001918613
$281.0M
AUM
100
positions
2
filings
latest Q2 2026
MONUMENTAL FINANCIAL GROUP INC.
TRACKED
CIK 0001861798
$269.5M
AUM
42
positions
2
filings
latest Q3 2024
Monument Capital Management
TRACKED
CIK 0001729428
$497.2M
AUM
262
positions
2
filings
latest Q2 2026
Monument Group Wealth Advisors, LLC
TRACKED
CIK 0001965665
—
AUM
—
positions
2
filings
latest Q2 2026
MOODY ALDRICH PARTNERS LLC
TRACKED
CIK 0000936941
$556.6M
AUM
175
positions
2
filings
latest Q2 2026

MN Wealth Advisors, LLC
TRACKED
CIK 0001992972
$234.9M
AUM
134
positions
2
filings
latest Q2 2026
Modera Wealth Management, LLC
TRACKED
CIK 0001542143
$8.34B
AUM
635
positions
13
filings
latest Q1 2026
Modern Wealth Management, LLC
TRACKED
CIK 0002001900
—
AUM
—
positions
24
filings
latest Q1 2026
Modus Advisors, LLC
TRACKED
CIK 0001799284
$363.3M
AUM
117
positions
2
filings
latest Q1 2026
Moelis Asset Management LP
TRACKED
CIK 0001512804
$5.3M
AUM
1
positions
2
filings
latest Q2 2023
Moerus Capital Management LLC
TRACKED
CIK 0001742647
$270.8M
AUM
15
positions
12
filings
latest Q1 2026
MOGY JOEL R INVESTMENT COUNSEL INC
TRACKED
CIK 0001126735
$1.75B
AUM
121
positions
2
filings
latest Q2 2026
Moisand Fitzgerald Tamayo, LLC
TRACKED
CIK 0001649107
$1.02B
AUM
535
positions
2
filings
latest Q2 2026
MOKAN Wealth Management Inc.
TRACKED
CIK 0002053727
$261.7M
AUM
95
positions
2
filings
latest Q2 2026
Mokosak Advisory Group, LLC
TRACKED
CIK 0001713112
$399.5M
AUM
34
positions
2
filings
latest Q1 2026
MOLLER WEALTH PARTNERS
TRACKED
CIK 0001475271
$552.8M
AUM
75
positions
2
filings
latest Q2 2026
Moloney Securities Asset Management, LLC
TRACKED
CIK 0001697934
$840.3M
AUM
497
positions
2
filings
latest Q3 2025
Momentous Wealth Management, Inc.
TRACKED
CIK 0002055574
—
AUM
—
positions
6
filings
latest Q1 2026
Moment Partners, LLC
TRACKED
CIK 0002055889
$554.9M
AUM
101
positions
2
filings
latest Q2 2026
Momentum Wealth Planning, LLC
TRACKED
CIK 0002087652
—
AUM
—
positions
4
filings
latest Q1 2026
Monaco Asset Management SAM
TRACKED
CIK 0001803593
$542.4M
AUM
64
positions
12
filings
latest Q1 2026
Monarch Alternative Capital LP
TRACKED
CIK 0001281084
$1.63B
AUM
9
positions
13
filings
latest Q1 2026
MONARCH CAPITAL MANAGEMENT INC
TRACKED
CIK 0000938759
—
AUM
—
positions
2
filings
latest Q2 2026
Monashee Investment Management LLC
TRACKED
CIK 0001627608
$183.8M
AUM
45
positions
12
filings
latest Q1 2026
Mondrian Investment Partners LTD
TRACKED
CIK 0001317724
$6.69B
AUM
103
positions
2
filings
latest Q1 2026
MONECO ADVISORS, LLC
TRACKED
CIK 0001765690
$1.29B
AUM
515
positions
18
filings
latest Q1 2026
Moneda S.A. Administradora General de Fondos
TRACKED
CIK 0001536361
$122.6M
AUM
25
positions
12
filings
latest Q1 2026
MONEDA USA, INC.
TRACKED
CIK 0001536362
$54.5M
AUM
9
positions
2
filings
latest Q3 2023
MONETA GROUP INVESTMENT ADVISORS LLC
TRACKED
CIK 0001120927
$13.29B
AUM
800
positions
12
filings
latest Q1 2026
MONETARY MANAGEMENT GROUP INC
TRACKED
CIK 0001133014
$418.7M
AUM
332
positions
12
filings
latest Q1 2026
Monetary Solutions, Ltd
TRACKED
CIK 0002112370
$116.1M
AUM
397
positions
2
filings
latest Q2 2026
MONETTA FINANCIAL SERVICES INC
TRACKED
CIK 0000869179
$129.0M
AUM
58
positions
12
filings
latest Q1 2026
MONEY CONCEPTS CAPITAL CORP
TRACKED
CIK 0000716851
$1.81B
AUM
567
positions
2
filings
latest Q1 2026
Money Design Co.,Ltd.
TRACKED
CIK 0001721608
$2.1M
AUM
72
positions
2
filings
latest Q2 2025
MONEYWISE, INC.
TRACKED
CIK 0001703080
$268.1M
AUM
86
positions
2
filings
latest Q2 2026
MONIMUS CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001848831
$360.7M
AUM
55
positions
6
filings
latest Q1 2026
MONOGRAPH WEALTH ADVISORS, LLC
TRACKED
CIK 0001776588
$1.05B
AUM
144
positions
12
filings
latest Q1 2026
Monolith Management Ltd
TRACKED
CIK 0002008306
$332.0M
AUM
33
positions
10
filings
latest Q1 2026
MONTAG A & ASSOCIATES INC
TRACKED
CIK 0000829407
$2.15B
AUM
938
positions
2
filings
latest Q1 2026
MONTAG & CALDWELL, LLC
TRACKED
CIK 0000067698
$456.8M
AUM
113
positions
2
filings
latest Q2 2025
Montaka Global Pty Ltd
TRACKED
CIK 0002104890
$167.3M
AUM
21
positions
2
filings
latest Q1 2026
Montanaro Asset Management Ltd
TRACKED
CIK 0001831133
$334.4M
AUM
42
positions
12
filings
latest Q1 2026
MONTCHANIN ASSET MANAGEMENT, LLC
TRACKED
CIK 0001940660
$98,128
AUM
62
positions
9
filings
latest Q2 2026
Montecito Bank & Trust
TRACKED
CIK 0001422508
$668.4M
AUM
271
positions
2
filings
latest Q2 2026
Monte Financial Group, LLC
TRACKED
CIK 0001755651
$281.6M
AUM
100
positions
12
filings
latest Q1 2026
Monterey Private Wealth, Inc.
TRACKED
CIK 0001839826
$339.5M
AUM
138
positions
2
filings
latest Q1 2025
MONTGOMERY INVESTMENT MANAGEMENT INC
TRACKED
CIK 0001272544
$329.5M
AUM
108
positions
2
filings
latest Q2 2026
Montis Financial, LLC
TRACKED
CIK 0001844314
$483.5M
AUM
150
positions
12
filings
latest Q1 2026
MONTRUSCO BOLTON INVESTMENTS INC.
TRACKED
CIK 0001475940
$6.46B
AUM
80
positions
2
filings
latest Q2 2026
MontVue Capital Management, Inc.
TRACKED
CIK 0002008758
$173.8M
AUM
78
positions
2
filings
latest Q2 2026
Montz Harcus Wealth Management LLC
TRACKED
CIK 0001918613
$281.0M
AUM
100
positions
2
filings
latest Q2 2026
MONUMENTAL FINANCIAL GROUP INC.
TRACKED
CIK 0001861798
$269.5M
AUM
42
positions
2
filings
latest Q3 2024
Monument Capital Management
TRACKED
CIK 0001729428
$497.2M
AUM
262
positions
2
filings
latest Q2 2026
Monument Group Wealth Advisors, LLC
TRACKED
CIK 0001965665
—
AUM
—
positions
2
filings
latest Q2 2026
MOODY ALDRICH PARTNERS LLC
TRACKED
CIK 0000936941
$556.6M
AUM
175
positions
2
filings
latest Q2 2026

Page 11 of 14

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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

MN Wealth Advisors, LLC

Modera Wealth Management, LLC

Modern Wealth Management, LLC

Modus Advisors, LLC

Moelis Asset Management LP

Moerus Capital Management LLC

MOGY JOEL R INVESTMENT COUNSEL INC

Moisand Fitzgerald Tamayo, LLC

MOKAN Wealth Management Inc.

Mokosak Advisory Group, LLC

MOLLER WEALTH PARTNERS

Moloney Securities Asset Management, LLC

Momentous Wealth Management, Inc.

Moment Partners, LLC

Momentum Wealth Planning, LLC

Monaco Asset Management SAM

Monarch Alternative Capital LP

MONARCH CAPITAL MANAGEMENT INC

Monashee Investment Management LLC

Mondrian Investment Partners LTD

MONECO ADVISORS, LLC

Moneda S.A. Administradora General de Fondos

MONEDA USA, INC.

MONETA GROUP INVESTMENT ADVISORS LLC

MONETARY MANAGEMENT GROUP INC

Monetary Solutions, Ltd

MONETTA FINANCIAL SERVICES INC

MONEY CONCEPTS CAPITAL CORP

Money Design Co.,Ltd.

MONEYWISE, INC.

MONIMUS CAPITAL MANAGEMENT, LP

MONOGRAPH WEALTH ADVISORS, LLC

Monolith Management Ltd

MONTAG A & ASSOCIATES INC

MONTAG & CALDWELL, LLC

Montaka Global Pty Ltd

Montanaro Asset Management Ltd

MONTCHANIN ASSET MANAGEMENT, LLC

Montecito Bank & Trust

Monte Financial Group, LLC

Monterey Private Wealth, Inc.

MONTGOMERY INVESTMENT MANAGEMENT INC

Montis Financial, LLC

MONTRUSCO BOLTON INVESTMENTS INC.

MontVue Capital Management, Inc.

Montz Harcus Wealth Management LLC

MONUMENTAL FINANCIAL GROUP INC.

Monument Capital Management

Monument Group Wealth Advisors, LLC

MOODY ALDRICH PARTNERS LLC