Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

865 institutions on file

Ascension Capital Advisors, Inc.
TRACKED
CIK 0001689227
$356.1M
AUM
97
positions
13
filings
latest Q2 2026
Ascent Advisors, LLC
TRACKED
CIK 0002109853
$54.4M
AUM
40
positions
2
filings
latest Q1 2026
Ascent Capital Management, LLC
TRACKED
CIK 0001702492
$125.3M
AUM
63
positions
2
filings
latest Q3 2025
Ascent Group, LLC
TRACKED
CIK 0001913231
—
AUM
—
positions
12
filings
latest Q1 2026
Ascentis Independent Advisors
TRACKED
CIK 0001845003
$37.1M
AUM
355
positions
8
filings
latest Q2 2026
Ascentis Wealth Management, LLC
TRACKED
CIK 0002032602
$667.8M
AUM
743
positions
2
filings
latest Q2 2026
Ascent Wealth Partners, LLC
TRACKED
CIK 0001546865
$1.00B
AUM
200
positions
13
filings
latest Q2 2026
Asempa Wealth Advisors
TRACKED
CIK 0002099967
$134.1M
AUM
115
positions
2
filings
latest Q2 2026
Ashburton (Jersey) Ltd
TRACKED
CIK 0001661222
$226,670
AUM
52
positions
8
filings
latest Q4 2024
Ashe Capital Management, LP
TRACKED
CIK 0001632715
$797.4M
AUM
7
positions
12
filings
latest Q1 2026
Ashford Advisors, LLC
TRACKED
CIK 0001861158
$429.3M
AUM
23
positions
15
filings
latest Q1 2026
ASHFORD CAPITAL MANAGEMENT INC
TRACKED
CIK 0000897070
$809.2M
AUM
99
positions
12
filings
latest Q1 2026
Ashoka WhiteOak Capital Pte Ltd
TRACKED
CIK 0002031708
$263.5M
AUM
18
positions
2
filings
latest Q1 2026
Ashton Thomas Private Wealth, LLC
TRACKED
CIK 0002019663
$4.79B
AUM
1,586
positions
10
filings
latest Q2 2026
ASHTON THOMAS SECURITIES, LLC
TRACKED
CIK 0000771572
$677.1M
AUM
377
positions
9
filings
latest Q2 2026
Asia Research & Capital Management Ltd
TRACKED
CIK 0001668453
—
AUM
1
positions
10
filings
latest Q3 2025
Asio Capital, LLC
TRACKED
CIK 0001803291
$780.9M
AUM
109
positions
13
filings
latest Q2 2026
ASK CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0002056598
—
AUM
—
positions
2
filings
latest Q2 2026
ASL Financial, LLC
TRACKED
CIK 0002105933
$142.0M
AUM
99
positions
2
filings
latest Q2 2026
ASO GROUP Ltd
TRACKED
CIK 0002108771
—
AUM
—
positions
2
filings
latest Q1 2026
Aspect Management, LLC
TRACKED
CIK 0002111529
$223.5M
AUM
1
positions
2
filings
latest Q1 2026
Aspect Partners, LLC
TRACKED
CIK 0001985284
$268.0M
AUM
679
positions
2
filings
latest Q2 2026
Aspen Capital Management, LLC
TRACKED
CIK 0002065974
$404.0M
AUM
77
positions
2
filings
latest Q1 2026
Aspen Grove Capital, LLC
TRACKED
CIK 0001806027
$514.1M
AUM
200
positions
12
filings
latest Q1 2026
Aspen Investment Management Inc
TRACKED
CIK 0001541596
$371,968
AUM
187
positions
13
filings
latest Q2 2026
Aspen Wealth Management LLC
TRACKED
CIK 0001895252
$501.2M
AUM
124
positions
2
filings
latest Q1 2026
Aspen Wealth Strategies, LLC
TRACKED
CIK 0001972517
$187.4M
AUM
89
positions
12
filings
latest Q1 2026
Aspetuck Financial Management LLC
TRACKED
CIK 0002048608
$146.0M
AUM
75
positions
6
filings
latest Q1 2026
Aspex Management (HK) Ltd
TRACKED
CIK 0001768375
$6.9M
AUM
29
positions
12
filings
latest Q1 2026
Aspirean Wealth, LLC
TRACKED
CIK 0002110285
$92.1M
AUM
18
positions
2
filings
latest Q1 2026
Aspire Capital Advisors LLC
TRACKED
CIK 0001906014
$444.1M
AUM
122
positions
12
filings
latest Q1 2026
Aspire Growth Partners LLC
TRACKED
CIK 0002055568
$172.1M
AUM
128
positions
2
filings
latest Q2 2026
Aspire Private Capital, LLC
TRACKED
CIK 0001767340
$483.7M
AUM
175
positions
14
filings
latest Q2 2026
Aspire Wealth Management Corp
TRACKED
CIK 0001916412
$185.8M
AUM
196
positions
8
filings
latest Q3 2024
ASPIRIANT, LLC
TRACKED
CIK 0001433541
$4.05B
AUM
400
positions
13
filings
latest Q2 2026
Aspiring Ventures, LLC
TRACKED
CIK 0001738640
$329.8M
AUM
78
positions
2
filings
latest Q1 2026
ASR Vermogensbeheer N.V.
TRACKED
CIK 0001916757
$9.71B
AUM
460
positions
2
filings
latest Q2 2026
Assenagon Asset Management S.A.
TRACKED
CIK 0001546007
$80.18B
AUM
1,158
positions
13
filings
latest Q2 2026
Asset Advisors Investment Management, LLC
TRACKED
CIK 0001756695
$1.09B
AUM
102
positions
15
filings
latest Q2 2026
Asset Advisory Group, Inc.
TRACKED
CIK 0002110402
$228.8M
AUM
125
positions
2
filings
latest Q2 2026
Asset Allocation & Management Company, LLC
TRACKED
CIK 0001498383
$306,926
AUM
67
positions
13
filings
latest Q2 2026
Asset Allocation Strategies LLC
TRACKED
CIK 0001922879
$563.1M
AUM
167
positions
12
filings
latest Q1 2026
Asset Dedication, LLC
TRACKED
CIK 0001475896
$1.59B
AUM
1,242
positions
13
filings
latest Q2 2026
Asset Management Advisors, LLC
TRACKED
CIK 0001596355
$180.8M
AUM
17
positions
13
filings
latest Q2 2026
Asset Management Group, Inc.
TRACKED
CIK 0001511550
$618.5M
AUM
138
positions
12
filings
latest Q1 2026
Asset Management One Co., Ltd.
TRACKED
CIK 0001068855
$38.97B
AUM
957
positions
13
filings
latest Q2 2026
Asset Management Resources, LLC
TRACKED
CIK 0001927120
—
AUM
1
positions
8
filings
latest Q3 2024
ASSETMARK, INC
TRACKED
CIK 0001344551
$58.17B
AUM
3,558
positions
13
filings
latest Q2 2026
Asset One Wealth Management LLC
TRACKED
CIK 0002110759
$903.8M
AUM
336
positions
2
filings
latest Q1 2026
ASSET PLANNING CORPORATION
TRACKED
CIK 0000007773
$210.8M
AUM
48
positions
10
filings
latest Q3 2025

Ascension Capital Advisors, Inc.
TRACKED
CIK 0001689227
$356.1M
AUM
97
positions
13
filings
latest Q2 2026
Ascent Advisors, LLC
TRACKED
CIK 0002109853
$54.4M
AUM
40
positions
2
filings
latest Q1 2026
Ascent Capital Management, LLC
TRACKED
CIK 0001702492
$125.3M
AUM
63
positions
2
filings
latest Q3 2025
Ascent Group, LLC
TRACKED
CIK 0001913231
—
AUM
—
positions
12
filings
latest Q1 2026
Ascentis Independent Advisors
TRACKED
CIK 0001845003
$37.1M
AUM
355
positions
8
filings
latest Q2 2026
Ascentis Wealth Management, LLC
TRACKED
CIK 0002032602
$667.8M
AUM
743
positions
2
filings
latest Q2 2026
Ascent Wealth Partners, LLC
TRACKED
CIK 0001546865
$1.00B
AUM
200
positions
13
filings
latest Q2 2026
Asempa Wealth Advisors
TRACKED
CIK 0002099967
$134.1M
AUM
115
positions
2
filings
latest Q2 2026
Ashburton (Jersey) Ltd
TRACKED
CIK 0001661222
$226,670
AUM
52
positions
8
filings
latest Q4 2024
Ashe Capital Management, LP
TRACKED
CIK 0001632715
$797.4M
AUM
7
positions
12
filings
latest Q1 2026
Ashford Advisors, LLC
TRACKED
CIK 0001861158
$429.3M
AUM
23
positions
15
filings
latest Q1 2026
ASHFORD CAPITAL MANAGEMENT INC
TRACKED
CIK 0000897070
$809.2M
AUM
99
positions
12
filings
latest Q1 2026
Ashoka WhiteOak Capital Pte Ltd
TRACKED
CIK 0002031708
$263.5M
AUM
18
positions
2
filings
latest Q1 2026
Ashton Thomas Private Wealth, LLC
TRACKED
CIK 0002019663
$4.79B
AUM
1,586
positions
10
filings
latest Q2 2026
ASHTON THOMAS SECURITIES, LLC
TRACKED
CIK 0000771572
$677.1M
AUM
377
positions
9
filings
latest Q2 2026
Asia Research & Capital Management Ltd
TRACKED
CIK 0001668453
—
AUM
1
positions
10
filings
latest Q3 2025
Asio Capital, LLC
TRACKED
CIK 0001803291
$780.9M
AUM
109
positions
13
filings
latest Q2 2026
ASK CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0002056598
—
AUM
—
positions
2
filings
latest Q2 2026
ASL Financial, LLC
TRACKED
CIK 0002105933
$142.0M
AUM
99
positions
2
filings
latest Q2 2026
ASO GROUP Ltd
TRACKED
CIK 0002108771
—
AUM
—
positions
2
filings
latest Q1 2026
Aspect Management, LLC
TRACKED
CIK 0002111529
$223.5M
AUM
1
positions
2
filings
latest Q1 2026
Aspect Partners, LLC
TRACKED
CIK 0001985284
$268.0M
AUM
679
positions
2
filings
latest Q2 2026
Aspen Capital Management, LLC
TRACKED
CIK 0002065974
$404.0M
AUM
77
positions
2
filings
latest Q1 2026
Aspen Grove Capital, LLC
TRACKED
CIK 0001806027
$514.1M
AUM
200
positions
12
filings
latest Q1 2026
Aspen Investment Management Inc
TRACKED
CIK 0001541596
$371,968
AUM
187
positions
13
filings
latest Q2 2026
Aspen Wealth Management LLC
TRACKED
CIK 0001895252
$501.2M
AUM
124
positions
2
filings
latest Q1 2026
Aspen Wealth Strategies, LLC
TRACKED
CIK 0001972517
$187.4M
AUM
89
positions
12
filings
latest Q1 2026
Aspetuck Financial Management LLC
TRACKED
CIK 0002048608
$146.0M
AUM
75
positions
6
filings
latest Q1 2026
Aspex Management (HK) Ltd
TRACKED
CIK 0001768375
$6.9M
AUM
29
positions
12
filings
latest Q1 2026
Aspirean Wealth, LLC
TRACKED
CIK 0002110285
$92.1M
AUM
18
positions
2
filings
latest Q1 2026
Aspire Capital Advisors LLC
TRACKED
CIK 0001906014
$444.1M
AUM
122
positions
12
filings
latest Q1 2026
Aspire Growth Partners LLC
TRACKED
CIK 0002055568
$172.1M
AUM
128
positions
2
filings
latest Q2 2026
Aspire Private Capital, LLC
TRACKED
CIK 0001767340
$483.7M
AUM
175
positions
14
filings
latest Q2 2026
Aspire Wealth Management Corp
TRACKED
CIK 0001916412
$185.8M
AUM
196
positions
8
filings
latest Q3 2024
ASPIRIANT, LLC
TRACKED
CIK 0001433541
$4.05B
AUM
400
positions
13
filings
latest Q2 2026
Aspiring Ventures, LLC
TRACKED
CIK 0001738640
$329.8M
AUM
78
positions
2
filings
latest Q1 2026
ASR Vermogensbeheer N.V.
TRACKED
CIK 0001916757
$9.71B
AUM
460
positions
2
filings
latest Q2 2026
Assenagon Asset Management S.A.
TRACKED
CIK 0001546007
$80.18B
AUM
1,158
positions
13
filings
latest Q2 2026
Asset Advisors Investment Management, LLC
TRACKED
CIK 0001756695
$1.09B
AUM
102
positions
15
filings
latest Q2 2026
Asset Advisory Group, Inc.
TRACKED
CIK 0002110402
$228.8M
AUM
125
positions
2
filings
latest Q2 2026
Asset Allocation & Management Company, LLC
TRACKED
CIK 0001498383
$306,926
AUM
67
positions
13
filings
latest Q2 2026
Asset Allocation Strategies LLC
TRACKED
CIK 0001922879
$563.1M
AUM
167
positions
12
filings
latest Q1 2026
Asset Dedication, LLC
TRACKED
CIK 0001475896
$1.59B
AUM
1,242
positions
13
filings
latest Q2 2026
Asset Management Advisors, LLC
TRACKED
CIK 0001596355
$180.8M
AUM
17
positions
13
filings
latest Q2 2026
Asset Management Group, Inc.
TRACKED
CIK 0001511550
$618.5M
AUM
138
positions
12
filings
latest Q1 2026
Asset Management One Co., Ltd.
TRACKED
CIK 0001068855
$38.97B
AUM
957
positions
13
filings
latest Q2 2026
Asset Management Resources, LLC
TRACKED
CIK 0001927120
—
AUM
1
positions
8
filings
latest Q3 2024
ASSETMARK, INC
TRACKED
CIK 0001344551
$58.17B
AUM
3,558
positions
13
filings
latest Q2 2026
Asset One Wealth Management LLC
TRACKED
CIK 0002110759
$903.8M
AUM
336
positions
2
filings
latest Q1 2026
ASSET PLANNING CORPORATION
TRACKED
CIK 0000007773
$210.8M
AUM
48
positions
10
filings
latest Q3 2025

Page 14 of 18

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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

Ascension Capital Advisors, Inc.

Ascent Advisors, LLC

Ascent Capital Management, LLC

Ascent Group, LLC

Ascentis Independent Advisors

Ascentis Wealth Management, LLC

Ascent Wealth Partners, LLC

Asempa Wealth Advisors

Ashburton (Jersey) Ltd

Ashe Capital Management, LP

Ashford Advisors, LLC

ASHFORD CAPITAL MANAGEMENT INC

Ashoka WhiteOak Capital Pte Ltd

Ashton Thomas Private Wealth, LLC

ASHTON THOMAS SECURITIES, LLC

Asia Research & Capital Management Ltd

Asio Capital, LLC

ASK CAPITAL MANAGEMENT, LLC

ASL Financial, LLC

ASO GROUP Ltd

Aspect Management, LLC

Aspect Partners, LLC

Aspen Capital Management, LLC

Aspen Grove Capital, LLC

Aspen Investment Management Inc

Aspen Wealth Management LLC

Aspen Wealth Strategies, LLC

Aspetuck Financial Management LLC

Aspex Management (HK) Ltd

Aspirean Wealth, LLC

Aspire Capital Advisors LLC

Aspire Growth Partners LLC

Aspire Private Capital, LLC

Aspire Wealth Management Corp

ASPIRIANT, LLC

Aspiring Ventures, LLC

ASR Vermogensbeheer N.V.

Assenagon Asset Management S.A.

Asset Advisors Investment Management, LLC

Asset Advisory Group, Inc.

Asset Allocation & Management Company, LLC

Asset Allocation Strategies LLC

Asset Dedication, LLC

Asset Management Advisors, LLC

Asset Management Group, Inc.

Asset Management One Co., Ltd.

Asset Management Resources, LLC

ASSETMARK, INC

Asset One Wealth Management LLC

ASSET PLANNING CORPORATION