Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

681 institutions on file

Bridgeworth, LLC
TRACKED
CIK 0001691804
$1.01B
AUM
177
positions
8
filings
latest Q4 2023
BRIGADE CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001421306
$805.8M
AUM
16
positions
12
filings
latest Q1 2026
BRIGGS ADVISORY GROUP, INC.
TRACKED
CIK 0001906527
$174.7M
AUM
60
positions
8
filings
latest Q3 2023
Briggs Wealth Management, Inc
TRACKED
CIK 0002109156
$94.3M
AUM
58
positions
2
filings
latest Q1 2026
BRIGHT FINANCIAL ADVISORS, INC.
TRACKED
CIK 0002022456
$218.2M
AUM
67
positions
9
filings
latest Q1 2026
Bright Futures Wealth Management, LLC.
TRACKED
CIK 0001803980
$154.8M
AUM
207
positions
2
filings
latest Q2 2026
BRIGHTLIGHT CAPITAL MANAGEMENT LP
TRACKED
CIK 0001802838
$101.4M
AUM
8
positions
8
filings
latest Q1 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001432450
$338.1M
AUM
9
positions
12
filings
latest Q1 2026
BRIGHTON JONES LLC
TRACKED
CIK 0001360798
$2.37B
AUM
24
positions
8
filings
latest Q1 2026
BRIGHTON SECURITIES CORP.
TRACKED
CIK 0000014213
—
AUM
—
positions
2
filings
latest Q2 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001509973
$499.1M
AUM
73
positions
8
filings
latest Q2 2026
BRIGHT VALLEY CAPITAL Ltd
TRACKED
CIK 0001965546
$153.4M
AUM
12
positions
10
filings
latest Q1 2026
Brightwater Advisory LLC
TRACKED
CIK 0002034566
$151.2M
AUM
60
positions
2
filings
latest Q1 2026
B. Riley Wealth Advisors, Inc.
TRACKED
CIK 0001464811
$1.87B
AUM
831
positions
8
filings
latest Q2 2026
BRILLIANCE ASSET MANAGEMENT LTD
TRACKED
CIK 0001665751
$339.1M
AUM
16
positions
12
filings
latest Q1 2026
Brindle & Bay Financial Advisors, LLC
TRACKED
CIK 0002081139
$199.9M
AUM
86
positions
2
filings
latest Q2 2026
Brio Consultants, LLC
TRACKED
CIK 0001747799
$818.0M
AUM
152
positions
14
filings
latest Q1 2026
Bristlecone Advisors, LLC
TRACKED
CIK 0001671716
$1.20B
AUM
233
positions
8
filings
latest Q3 2025
Bristlecone Value Partners, LLC
TRACKED
CIK 0001313998
$113.6M
AUM
68
positions
2
filings
latest Q1 2026
Bristol Gate Capital Partners Inc.
TRACKED
CIK 0001650142
$1.55B
AUM
31
positions
12
filings
latest Q1 2026
BRISTOL JOHN W & CO INC /NY/
TRACKED
CIK 0000276101
$6.08B
AUM
61
positions
12
filings
latest Q1 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
TRACKED
CIK 0001228242
$16.95B
AUM
689
positions
12
filings
latest Q1 2026
Broad Bay Capital Management, LP
TRACKED
CIK 0001759115
$1.18B
AUM
26
positions
8
filings
latest Q1 2026
Broadcrest Asset Management, LLC
TRACKED
CIK 0001749585
$44.1M
AUM
7
positions
8
filings
latest Q3 2025
Broadfin Holdings LLC
TRACKED
CIK 0002110839
$23.5M
AUM
1
positions
1
filings
latest Q1 2026
Broadhurst Jeffrey B
TRACKED
CIK 0002114882
$96.3M
AUM
40
positions
2
filings
latest Q1 2026
Broadleaf Partners, LLC
TRACKED
CIK 0001712686
$428.9M
AUM
84
positions
12
filings
latest Q1 2026
BROADMARK ASSET MANAGEMENT LLC
TRACKED
CIK 0001095952
$80.4M
AUM
1
positions
8
filings
latest Q4 2023
Broad Peak Investment Advisers Pte Ltd
TRACKED
CIK 0001547349
$492.7M
AUM
23
positions
2
filings
latest Q1 2026
Broad Peak Investment Holdings Ltd.
TRACKED
CIK 0001728120
$531.4M
AUM
21
positions
8
filings
latest Q1 2024
Broad Run Investment Management, LLC
TRACKED
CIK 0001568621
$567.9M
AUM
24
positions
12
filings
latest Q1 2026
Broadview Financial Management, LLC
TRACKED
CIK 0001697024
$146.4M
AUM
40
positions
8
filings
latest Q1 2026
BROADWATER CAPITAL MANAGEMENT LLC
TRACKED
CIK 0002084339
$271.7M
AUM
219
positions
2
filings
latest Q2 2026
Broadway Wealth Solutions, Inc.
TRACKED
CIK 0002021265
$214.1M
AUM
92
positions
2
filings
latest Q2 2026
BROADWOOD CAPITAL INC
TRACKED
CIK 0001278387
$1.42B
AUM
6
positions
12
filings
latest Q1 2026
Broderick Brian C
TRACKED
CIK 0001314376
$542.3M
AUM
95
positions
12
filings
latest Q1 2026
BROGAN FINANCIAL, INC.
TRACKED
CIK 0001889918
$227.4M
AUM
56
positions
12
filings
latest Q1 2026
Bromfield Sneider Wealth Advisors
TRACKED
CIK 0001891795
$161.8M
AUM
104
positions
8
filings
latest Q1 2024
Bronte Capital Management Pty Ltd.
TRACKED
CIK 0001471085
$1.01B
AUM
51
positions
8
filings
latest Q1 2026
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF)
TRACKED
CIK 0001001085
$74.23B
AUM
132
positions
19
filings
latest Q1 2026
Brooklands Fund Management Ltd
TRACKED
CIK 0002036388
$88.9M
AUM
56
positions
6
filings
latest Q1 2026
Brooklyn FI, LLC
TRACKED
CIK 0001916123
$475.9M
AUM
78
positions
13
filings
latest Q1 2026
Brooklyn Investment Group
TRACKED
CIK 0001795705
—
AUM
—
positions
2
filings
latest Q1 2026
Brookmont Capital Management
TRACKED
CIK 0001512978
$186.4M
AUM
61
positions
13
filings
latest Q2 2026
Brookside Equity Partners LLC
TRACKED
CIK 0001805466
$22.5M
AUM
3
positions
8
filings
latest Q3 2023
BROOKS, MOORE & ASSOCIATES, INC.
TRACKED
CIK 0001767040
—
AUM
—
positions
12
filings
latest Q1 2026
Brookstone Capital Management
TRACKED
CIK 0001599584
$9.99B
AUM
1,305
positions
8
filings
latest Q2 2026
BROOKTREE CAPITAL MANAGEMENT
TRACKED
CIK 0001021296
$126.1M
AUM
44
positions
12
filings
latest Q1 2026
Brookwood Investment Group LLC
TRACKED
CIK 0002066812
—
AUM
—
positions
2
filings
latest Q2 2026
Brophy Wealth Management, LLC
TRACKED
CIK 0002032097
$279.4M
AUM
212
positions
1
filings
latest Q3 2024

Bridgeworth, LLC
TRACKED
CIK 0001691804
$1.01B
AUM
177
positions
8
filings
latest Q4 2023
BRIGADE CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001421306
$805.8M
AUM
16
positions
12
filings
latest Q1 2026
BRIGGS ADVISORY GROUP, INC.
TRACKED
CIK 0001906527
$174.7M
AUM
60
positions
8
filings
latest Q3 2023
Briggs Wealth Management, Inc
TRACKED
CIK 0002109156
$94.3M
AUM
58
positions
2
filings
latest Q1 2026
BRIGHT FINANCIAL ADVISORS, INC.
TRACKED
CIK 0002022456
$218.2M
AUM
67
positions
9
filings
latest Q1 2026
Bright Futures Wealth Management, LLC.
TRACKED
CIK 0001803980
$154.8M
AUM
207
positions
2
filings
latest Q2 2026
BRIGHTLIGHT CAPITAL MANAGEMENT LP
TRACKED
CIK 0001802838
$101.4M
AUM
8
positions
8
filings
latest Q1 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001432450
$338.1M
AUM
9
positions
12
filings
latest Q1 2026
BRIGHTON JONES LLC
TRACKED
CIK 0001360798
$2.37B
AUM
24
positions
8
filings
latest Q1 2026
BRIGHTON SECURITIES CORP.
TRACKED
CIK 0000014213
—
AUM
—
positions
2
filings
latest Q2 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001509973
$499.1M
AUM
73
positions
8
filings
latest Q2 2026
BRIGHT VALLEY CAPITAL Ltd
TRACKED
CIK 0001965546
$153.4M
AUM
12
positions
10
filings
latest Q1 2026
Brightwater Advisory LLC
TRACKED
CIK 0002034566
$151.2M
AUM
60
positions
2
filings
latest Q1 2026
B. Riley Wealth Advisors, Inc.
TRACKED
CIK 0001464811
$1.87B
AUM
831
positions
8
filings
latest Q2 2026
BRILLIANCE ASSET MANAGEMENT LTD
TRACKED
CIK 0001665751
$339.1M
AUM
16
positions
12
filings
latest Q1 2026
Brindle & Bay Financial Advisors, LLC
TRACKED
CIK 0002081139
$199.9M
AUM
86
positions
2
filings
latest Q2 2026
Brio Consultants, LLC
TRACKED
CIK 0001747799
$818.0M
AUM
152
positions
14
filings
latest Q1 2026
Bristlecone Advisors, LLC
TRACKED
CIK 0001671716
$1.20B
AUM
233
positions
8
filings
latest Q3 2025
Bristlecone Value Partners, LLC
TRACKED
CIK 0001313998
$113.6M
AUM
68
positions
2
filings
latest Q1 2026
Bristol Gate Capital Partners Inc.
TRACKED
CIK 0001650142
$1.55B
AUM
31
positions
12
filings
latest Q1 2026
BRISTOL JOHN W & CO INC /NY/
TRACKED
CIK 0000276101
$6.08B
AUM
61
positions
12
filings
latest Q1 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
TRACKED
CIK 0001228242
$16.95B
AUM
689
positions
12
filings
latest Q1 2026
Broad Bay Capital Management, LP
TRACKED
CIK 0001759115
$1.18B
AUM
26
positions
8
filings
latest Q1 2026
Broadcrest Asset Management, LLC
TRACKED
CIK 0001749585
$44.1M
AUM
7
positions
8
filings
latest Q3 2025
Broadfin Holdings LLC
TRACKED
CIK 0002110839
$23.5M
AUM
1
positions
1
filings
latest Q1 2026
Broadhurst Jeffrey B
TRACKED
CIK 0002114882
$96.3M
AUM
40
positions
2
filings
latest Q1 2026
Broadleaf Partners, LLC
TRACKED
CIK 0001712686
$428.9M
AUM
84
positions
12
filings
latest Q1 2026
BROADMARK ASSET MANAGEMENT LLC
TRACKED
CIK 0001095952
$80.4M
AUM
1
positions
8
filings
latest Q4 2023
Broad Peak Investment Advisers Pte Ltd
TRACKED
CIK 0001547349
$492.7M
AUM
23
positions
2
filings
latest Q1 2026
Broad Peak Investment Holdings Ltd.
TRACKED
CIK 0001728120
$531.4M
AUM
21
positions
8
filings
latest Q1 2024
Broad Run Investment Management, LLC
TRACKED
CIK 0001568621
$567.9M
AUM
24
positions
12
filings
latest Q1 2026
Broadview Financial Management, LLC
TRACKED
CIK 0001697024
$146.4M
AUM
40
positions
8
filings
latest Q1 2026
BROADWATER CAPITAL MANAGEMENT LLC
TRACKED
CIK 0002084339
$271.7M
AUM
219
positions
2
filings
latest Q2 2026
Broadway Wealth Solutions, Inc.
TRACKED
CIK 0002021265
$214.1M
AUM
92
positions
2
filings
latest Q2 2026
BROADWOOD CAPITAL INC
TRACKED
CIK 0001278387
$1.42B
AUM
6
positions
12
filings
latest Q1 2026
Broderick Brian C
TRACKED
CIK 0001314376
$542.3M
AUM
95
positions
12
filings
latest Q1 2026
BROGAN FINANCIAL, INC.
TRACKED
CIK 0001889918
$227.4M
AUM
56
positions
12
filings
latest Q1 2026
Bromfield Sneider Wealth Advisors
TRACKED
CIK 0001891795
$161.8M
AUM
104
positions
8
filings
latest Q1 2024
Bronte Capital Management Pty Ltd.
TRACKED
CIK 0001471085
$1.01B
AUM
51
positions
8
filings
latest Q1 2026
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF)
TRACKED
CIK 0001001085
$74.23B
AUM
132
positions
19
filings
latest Q1 2026
Brooklands Fund Management Ltd
TRACKED
CIK 0002036388
$88.9M
AUM
56
positions
6
filings
latest Q1 2026
Brooklyn FI, LLC
TRACKED
CIK 0001916123
$475.9M
AUM
78
positions
13
filings
latest Q1 2026
Brooklyn Investment Group
TRACKED
CIK 0001795705
—
AUM
—
positions
2
filings
latest Q1 2026
Brookmont Capital Management
TRACKED
CIK 0001512978
$186.4M
AUM
61
positions
13
filings
latest Q2 2026
Brookside Equity Partners LLC
TRACKED
CIK 0001805466
$22.5M
AUM
3
positions
8
filings
latest Q3 2023
BROOKS, MOORE & ASSOCIATES, INC.
TRACKED
CIK 0001767040
—
AUM
—
positions
12
filings
latest Q1 2026
Brookstone Capital Management
TRACKED
CIK 0001599584
$9.99B
AUM
1,305
positions
8
filings
latest Q2 2026
BROOKTREE CAPITAL MANAGEMENT
TRACKED
CIK 0001021296
$126.1M
AUM
44
positions
12
filings
latest Q1 2026
Brookwood Investment Group LLC
TRACKED
CIK 0002066812
—
AUM
—
positions
2
filings
latest Q2 2026
Brophy Wealth Management, LLC
TRACKED
CIK 0002032097
$279.4M
AUM
212
positions
1
filings
latest Q3 2024

Page 12 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

Bridgeworth, LLC

BRIGADE CAPITAL MANAGEMENT, LP

BRIGGS ADVISORY GROUP, INC.

Briggs Wealth Management, Inc

BRIGHT FINANCIAL ADVISORS, INC.

Bright Futures Wealth Management, LLC.

BRIGHTLIGHT CAPITAL MANAGEMENT LP

BRIGHTLINE CAPITAL MANAGEMENT, LLC

BRIGHTON JONES LLC

BRIGHTON SECURITIES CORP.

BRIGHT ROCK CAPITAL MANAGEMENT, LLC

BRIGHT VALLEY CAPITAL Ltd

Brightwater Advisory LLC

B. Riley Wealth Advisors, Inc.

BRILLIANCE ASSET MANAGEMENT LTD

Brindle & Bay Financial Advisors, LLC

Brio Consultants, LLC

Bristlecone Advisors, LLC

Bristlecone Value Partners, LLC

Bristol Gate Capital Partners Inc.

BRISTOL JOHN W & CO INC /NY/

BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp

Broad Bay Capital Management, LP

Broadcrest Asset Management, LLC

Broadfin Holdings LLC

Broadhurst Jeffrey B

Broadleaf Partners, LLC

BROADMARK ASSET MANAGEMENT LLC

Broad Peak Investment Advisers Pte Ltd

Broad Peak Investment Holdings Ltd.

Broad Run Investment Management, LLC

Broadview Financial Management, LLC

BROADWATER CAPITAL MANAGEMENT LLC

Broadway Wealth Solutions, Inc.

BROADWOOD CAPITAL INC

Broderick Brian C

BROGAN FINANCIAL, INC.

Bromfield Sneider Wealth Advisors

Bronte Capital Management Pty Ltd.

BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF)

Brooklands Fund Management Ltd

Brooklyn FI, LLC

Brooklyn Investment Group

Brookmont Capital Management

Brookside Equity Partners LLC

BROOKS, MOORE & ASSOCIATES, INC.

Brookstone Capital Management

BROOKTREE CAPITAL MANAGEMENT

Brookwood Investment Group LLC

Brophy Wealth Management, LLC