Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

CMG Global Holdings, LLC
TRACKED
CIK 0001839445
$235.8M
AUM
100
positions
8
filings
latest Q2 2026
CMH Wealth Management LLC
TRACKED
CIK 0001657516
—
AUM
—
positions
8
filings
latest Q2 2026
CM Management, LLC
TRACKED
CIK 0001841857
$119.6M
AUM
71
positions
12
filings
latest Q1 2026
CMT Capital Markets Trading GmbH
TRACKED
CIK 0001632813
$9.6M
AUM
372
positions
14
filings
latest Q1 2026
CMT Investments LLC
TRACKED
CIK 0001785546
—
AUM
1
positions
8
filings
latest Q3 2023
CM WEALTH ADVISORS LLC
TRACKED
CIK 0001764581
$469.5M
AUM
146
positions
12
filings
latest Q1 2026
CNA FINANCIAL CORP (CNA)
TRACKED
CIK 0000021175
$235.2M
AUM
15
positions
12
filings
latest Q1 2026
CNB Bank
TRACKED
CIK 0001732074
$237.7M
AUM
522
positions
12
filings
latest Q1 2026
CNO Financial Group, Inc. (CNO, CNO-PA)
TRACKED
CIK 0001224608
$174.4M
AUM
8
positions
8
filings
latest Q1 2026
Coalescence Partners Investment Management, LP
TRACKED
CIK 0001759662
$462.5M
AUM
12
positions
10
filings
latest Q1 2026
Coastal Bridge Advisors, LLC
TRACKED
CIK 0001665976
$1.41B
AUM
445
positions
15
filings
latest Q1 2026
Coastline Complete Wealth LLC
TRACKED
CIK 0002112134
$161.4M
AUM
55
positions
2
filings
latest Q1 2026
Coastline Trust Co
TRACKED
CIK 0001324279
$1.01B
AUM
408
positions
8
filings
latest Q1 2026
Coastwise Capital Group, LLC
TRACKED
CIK 0001934500
$172.0M
AUM
143
positions
13
filings
latest Q2 2026
Coatue
TRACKED
CIK 0001135730
$69.02B
AUM
78
positions
13
filings
latest Q1 2026
COBALT CAPITAL MANAGEMENT, INC.
TRACKED
CIK 0001086762
$178.6M
AUM
24
positions
12
filings
latest Q1 2026
Cobblestone Asset Management LLC
TRACKED
CIK 0001994512
$239.8M
AUM
74
positions
2
filings
latest Q2 2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/
TRACKED
CIK 0001033505
$2.08B
AUM
304
positions
8
filings
latest Q3 2025
Cobler Capital Management, LLC
TRACKED
CIK 0002081038
$100.9M
AUM
45
positions
1
filings
latest Q2 2025
Code Waechter LLC
TRACKED
CIK 0002039212
$168.3M
AUM
118
positions
2
filings
latest Q1 2026
Codex Capital Asset Management L.L.C.
TRACKED
CIK 0002030542
$288.9M
AUM
33
positions
2
filings
latest Q2 2026
Codex Capital, L.L.C.
TRACKED
CIK 0001832187
$205.1M
AUM
37
positions
8
filings
latest Q1 2024
COERENTE CAPITAL MANAGEMENT
TRACKED
CIK 0001860790
$543.3M
AUM
43
positions
8
filings
latest Q2 2026
COFG Advisors, LLC
TRACKED
CIK 0002104330
$404.4M
AUM
241
positions
2
filings
latest Q1 2026
CogentBlue Wealth Advisors, LLC
TRACKED
CIK 0002054047
$174.5M
AUM
103
positions
2
filings
latest Q2 2026
Cogent Private Wealth, Inc.
TRACKED
CIK 0002078392
$138.5M
AUM
98
positions
2
filings
latest Q1 2026
COGENT STRATEGIC WEALTH LLC
TRACKED
CIK 0002106852
$97.3M
AUM
56
positions
2
filings
latest Q1 2026
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP
TRACKED
CIK 0001538882
$76.7M
AUM
99
positions
8
filings
latest Q1 2024
Cohalo Advisory LLC
TRACKED
CIK 0002056438
$1.7M
AUM
14
positions
2
filings
latest Q2 2026
Cohanzick Management, LLC
TRACKED
CIK 0001517133
—
AUM
1
positions
8
filings
latest Q2 2025
Cohen Capital Management, Inc.
TRACKED
CIK 0001508120
$735.5M
AUM
152
positions
8
filings
latest Q2 2026
Cohen & Co Financial Management, LLC
TRACKED
CIK 0001778536
$18.3M
AUM
8
positions
8
filings
latest Q3 2023
Cohen Investment Advisors LLC
TRACKED
CIK 0001845081
$223.2M
AUM
81
positions
8
filings
latest Q2 2026
Cohen Klingenstein LLC
TRACKED
CIK 0001453620
$3.49B
AUM
207
positions
8
filings
latest Q2 2026
COHEN LAWRENCE B
TRACKED
CIK 0001324022
$2.1M
AUM
6
positions
8
filings
latest Q4 2023
COHEN & STEERS, INC. (CNS)
TRACKED
CIK 0001284812
$57.6M
AUM
442
positions
12
filings
latest Q1 2026
Coho Partners, Ltd.
TRACKED
CIK 0001350585
$779.1M
AUM
32
positions
8
filings
latest Q3 2025
Coign Capital Advisors LLC
TRACKED
CIK 0002056441
$222.2M
AUM
88
positions
7
filings
latest Q2 2026
CoinFund Management LLC
TRACKED
CIK 0002087493
$35.4M
AUM
9
positions
2
filings
latest Q1 2026
COLDSTREAM CAPITAL MANAGEMENT INC
TRACKED
CIK 0001082339
$8.12B
AUM
1,192
positions
13
filings
latest Q1 2026
Coleford Investment Management Ltd.
TRACKED
CIK 0001939136
$407.8M
AUM
24
positions
6
filings
latest Q1 2026
Coliseum Capital Management, LLC
TRACKED
CIK 0001409751
$1.22B
AUM
13
positions
12
filings
latest Q1 2026
Collaborative Fund Advisors, LLC
TRACKED
CIK 0002132074
$161.9M
AUM
160
positions
1
filings
latest Q1 2026
Collaborative Holdings Management LP
TRACKED
CIK 0001843115
—
AUM
1
positions
8
filings
latest Q3 2024
Collaborative Wealth Managment Inc.
TRACKED
CIK 0001896419
$217.8M
AUM
160
positions
8
filings
latest Q1 2026
Collar Capital Management, LLC
TRACKED
CIK 0002056719
$169.6M
AUM
73
positions
7
filings
latest Q2 2026
COLLECTIVE FAMILY OFFICE LLC
TRACKED
CIK 0001845066
$489.1M
AUM
161
positions
8
filings
latest Q2 2026
Collier Financial
TRACKED
CIK 0001902901
$146.2M
AUM
141
positions
6
filings
latest Q2 2026
Colonial River Investments, LLC
TRACKED
CIK 0001845859
$351.5M
AUM
249
positions
8
filings
latest Q2 2026
Colonial Trust Advisors
TRACKED
CIK 0001567993
$1.29B
AUM
726
positions
12
filings
latest Q1 2026

CMG Global Holdings, LLC
TRACKED
CIK 0001839445
$235.8M
AUM
100
positions
8
filings
latest Q2 2026
CMH Wealth Management LLC
TRACKED
CIK 0001657516
—
AUM
—
positions
8
filings
latest Q2 2026
CM Management, LLC
TRACKED
CIK 0001841857
$119.6M
AUM
71
positions
12
filings
latest Q1 2026
CMT Capital Markets Trading GmbH
TRACKED
CIK 0001632813
$9.6M
AUM
372
positions
14
filings
latest Q1 2026
CMT Investments LLC
TRACKED
CIK 0001785546
—
AUM
1
positions
8
filings
latest Q3 2023
CM WEALTH ADVISORS LLC
TRACKED
CIK 0001764581
$469.5M
AUM
146
positions
12
filings
latest Q1 2026
CNA FINANCIAL CORP (CNA)
TRACKED
CIK 0000021175
$235.2M
AUM
15
positions
12
filings
latest Q1 2026
CNB Bank
TRACKED
CIK 0001732074
$237.7M
AUM
522
positions
12
filings
latest Q1 2026
CNO Financial Group, Inc. (CNO, CNO-PA)
TRACKED
CIK 0001224608
$174.4M
AUM
8
positions
8
filings
latest Q1 2026
Coalescence Partners Investment Management, LP
TRACKED
CIK 0001759662
$462.5M
AUM
12
positions
10
filings
latest Q1 2026
Coastal Bridge Advisors, LLC
TRACKED
CIK 0001665976
$1.41B
AUM
445
positions
15
filings
latest Q1 2026
Coastline Complete Wealth LLC
TRACKED
CIK 0002112134
$161.4M
AUM
55
positions
2
filings
latest Q1 2026
Coastline Trust Co
TRACKED
CIK 0001324279
$1.01B
AUM
408
positions
8
filings
latest Q1 2026
Coastwise Capital Group, LLC
TRACKED
CIK 0001934500
$172.0M
AUM
143
positions
13
filings
latest Q2 2026
Coatue
TRACKED
CIK 0001135730
$69.02B
AUM
78
positions
13
filings
latest Q1 2026
COBALT CAPITAL MANAGEMENT, INC.
TRACKED
CIK 0001086762
$178.6M
AUM
24
positions
12
filings
latest Q1 2026
Cobblestone Asset Management LLC
TRACKED
CIK 0001994512
$239.8M
AUM
74
positions
2
filings
latest Q2 2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/
TRACKED
CIK 0001033505
$2.08B
AUM
304
positions
8
filings
latest Q3 2025
Cobler Capital Management, LLC
TRACKED
CIK 0002081038
$100.9M
AUM
45
positions
1
filings
latest Q2 2025
Code Waechter LLC
TRACKED
CIK 0002039212
$168.3M
AUM
118
positions
2
filings
latest Q1 2026
Codex Capital Asset Management L.L.C.
TRACKED
CIK 0002030542
$288.9M
AUM
33
positions
2
filings
latest Q2 2026
Codex Capital, L.L.C.
TRACKED
CIK 0001832187
$205.1M
AUM
37
positions
8
filings
latest Q1 2024
COERENTE CAPITAL MANAGEMENT
TRACKED
CIK 0001860790
$543.3M
AUM
43
positions
8
filings
latest Q2 2026
COFG Advisors, LLC
TRACKED
CIK 0002104330
$404.4M
AUM
241
positions
2
filings
latest Q1 2026
CogentBlue Wealth Advisors, LLC
TRACKED
CIK 0002054047
$174.5M
AUM
103
positions
2
filings
latest Q2 2026
Cogent Private Wealth, Inc.
TRACKED
CIK 0002078392
$138.5M
AUM
98
positions
2
filings
latest Q1 2026
COGENT STRATEGIC WEALTH LLC
TRACKED
CIK 0002106852
$97.3M
AUM
56
positions
2
filings
latest Q1 2026
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP
TRACKED
CIK 0001538882
$76.7M
AUM
99
positions
8
filings
latest Q1 2024
Cohalo Advisory LLC
TRACKED
CIK 0002056438
$1.7M
AUM
14
positions
2
filings
latest Q2 2026
Cohanzick Management, LLC
TRACKED
CIK 0001517133
—
AUM
1
positions
8
filings
latest Q2 2025
Cohen Capital Management, Inc.
TRACKED
CIK 0001508120
$735.5M
AUM
152
positions
8
filings
latest Q2 2026
Cohen & Co Financial Management, LLC
TRACKED
CIK 0001778536
$18.3M
AUM
8
positions
8
filings
latest Q3 2023
Cohen Investment Advisors LLC
TRACKED
CIK 0001845081
$223.2M
AUM
81
positions
8
filings
latest Q2 2026
Cohen Klingenstein LLC
TRACKED
CIK 0001453620
$3.49B
AUM
207
positions
8
filings
latest Q2 2026
COHEN LAWRENCE B
TRACKED
CIK 0001324022
$2.1M
AUM
6
positions
8
filings
latest Q4 2023
COHEN & STEERS, INC. (CNS)
TRACKED
CIK 0001284812
$57.6M
AUM
442
positions
12
filings
latest Q1 2026
Coho Partners, Ltd.
TRACKED
CIK 0001350585
$779.1M
AUM
32
positions
8
filings
latest Q3 2025
Coign Capital Advisors LLC
TRACKED
CIK 0002056441
$222.2M
AUM
88
positions
7
filings
latest Q2 2026
CoinFund Management LLC
TRACKED
CIK 0002087493
$35.4M
AUM
9
positions
2
filings
latest Q1 2026
COLDSTREAM CAPITAL MANAGEMENT INC
TRACKED
CIK 0001082339
$8.12B
AUM
1,192
positions
13
filings
latest Q1 2026
Coleford Investment Management Ltd.
TRACKED
CIK 0001939136
$407.8M
AUM
24
positions
6
filings
latest Q1 2026
Coliseum Capital Management, LLC
TRACKED
CIK 0001409751
$1.22B
AUM
13
positions
12
filings
latest Q1 2026
Collaborative Fund Advisors, LLC
TRACKED
CIK 0002132074
$161.9M
AUM
160
positions
1
filings
latest Q1 2026
Collaborative Holdings Management LP
TRACKED
CIK 0001843115
—
AUM
1
positions
8
filings
latest Q3 2024
Collaborative Wealth Managment Inc.
TRACKED
CIK 0001896419
$217.8M
AUM
160
positions
8
filings
latest Q1 2026
Collar Capital Management, LLC
TRACKED
CIK 0002056719
$169.6M
AUM
73
positions
7
filings
latest Q2 2026
COLLECTIVE FAMILY OFFICE LLC
TRACKED
CIK 0001845066
$489.1M
AUM
161
positions
8
filings
latest Q2 2026
Collier Financial
TRACKED
CIK 0001902901
$146.2M
AUM
141
positions
6
filings
latest Q2 2026
Colonial River Investments, LLC
TRACKED
CIK 0001845859
$351.5M
AUM
249
positions
8
filings
latest Q2 2026
Colonial Trust Advisors
TRACKED
CIK 0001567993
$1.29B
AUM
726
positions
12
filings
latest Q1 2026

Page 12 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

CMG Global Holdings, LLC

CMH Wealth Management LLC

CM Management, LLC

CMT Capital Markets Trading GmbH

CMT Investments LLC

CM WEALTH ADVISORS LLC

CNA FINANCIAL CORP (CNA)

CNB Bank

CNO Financial Group, Inc. (CNO, CNO-PA)

Coalescence Partners Investment Management, LP

Coastal Bridge Advisors, LLC

Coastline Complete Wealth LLC

Coastline Trust Co

Coastwise Capital Group, LLC

Coatue

COBALT CAPITAL MANAGEMENT, INC.

Cobblestone Asset Management LLC

COBBLESTONE CAPITAL ADVISORS LLC /NY/

Cobler Capital Management, LLC

Code Waechter LLC

Codex Capital Asset Management L.L.C.

Codex Capital, L.L.C.

COERENTE CAPITAL MANAGEMENT

COFG Advisors, LLC

CogentBlue Wealth Advisors, LLC

Cogent Private Wealth, Inc.

COGENT STRATEGIC WEALTH LLC

COGNIOS BETA NEUTRAL LARGE CAP FUND, LP

Cohalo Advisory LLC

Cohanzick Management, LLC

Cohen Capital Management, Inc.

Cohen & Co Financial Management, LLC

Cohen Investment Advisors LLC

Cohen Klingenstein LLC

COHEN LAWRENCE B

COHEN & STEERS, INC. (CNS)

Coho Partners, Ltd.

Coign Capital Advisors LLC

CoinFund Management LLC

COLDSTREAM CAPITAL MANAGEMENT INC

Coleford Investment Management Ltd.

Coliseum Capital Management, LLC

Collaborative Fund Advisors, LLC

Collaborative Holdings Management LP

Collaborative Wealth Managment Inc.

Collar Capital Management, LLC

COLLECTIVE FAMILY OFFICE LLC

Collier Financial

Colonial River Investments, LLC

Colonial Trust Advisors