Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Compass Wealth Management LLC
TRACKED
CIK 0001965653
$404.6M
AUM
75
positions
8
filings
latest Q1 2026
Compass Wealth Management, LLC/GA
TRACKED
CIK 0002076480
$250.9M
AUM
74
positions
5
filings
latest Q2 2026
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd
TRACKED
CIK 0001683297
—
AUM
1
positions
8
filings
latest Q3 2023
Composition Wealth, LLC
TRACKED
CIK 0001585859
$8.53B
AUM
1,004
positions
2
filings
latest Q2 2026
Compound Global Advisors, LLC
TRACKED
CIK 0001962450
$3.2M
AUM
31
positions
10
filings
latest Q1 2026
Compound Planning, Inc.
TRACKED
CIK 0001978879
$3.26B
AUM
1,198
positions
12
filings
latest Q1 2026
Comprehensive Financial Consultants Institutional, Inc.
TRACKED
CIK 0001915714
$378.1M
AUM
204
positions
13
filings
latest Q2 2026
Comprehensive Financial Management LLC
TRACKED
CIK 0001799802
$3.01B
AUM
38
positions
12
filings
latest Q1 2026
Comprehensive Financial Planning, Inc./PA
TRACKED
CIK 0002044855
$144.4M
AUM
387
positions
2
filings
latest Q1 2026
Comprehensive Money Management Services LLC
TRACKED
CIK 0002058921
$152.4M
AUM
193
positions
2
filings
latest Q1 2026
Comprehensive Wealth Management, LLC
TRACKED
CIK 0001535202
$197.8M
AUM
39
positions
12
filings
latest Q1 2026
COMPTON CAPITAL MANAGEMENT INC /RI
TRACKED
CIK 0001080071
$4.3M
AUM
8
positions
8
filings
latest Q2 2023
Compton Financial Group, LLC
TRACKED
CIK 0001844567
$452.7M
AUM
71
positions
8
filings
latest Q1 2026
Compton Wealth Advisory Group, LLC
TRACKED
CIK 0001761044
$495.4M
AUM
83
positions
8
filings
latest Q2 2026
Concentric Capital Strategies, LP
TRACKED
CIK 0001851869
$1.19B
AUM
309
positions
12
filings
latest Q1 2026
CONCENTRIC WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001695345
$410.0M
AUM
133
positions
8
filings
latest Q3 2024
Concentrum Wealth Management
TRACKED
CIK 0001765387
$338.6M
AUM
111
positions
8
filings
latest Q1 2026
Concord Asset Management, LLC/VA
TRACKED
CIK 0002031885
$645.8M
AUM
126
positions
2
filings
latest Q2 2026
Concorde Asset Management, LLC
TRACKED
CIK 0001631773
$204.0M
AUM
207
positions
8
filings
latest Q1 2026
Concorde Financial Corp
TRACKED
CIK 0001911822
$127.3M
AUM
26
positions
12
filings
latest Q1 2026
Concord Investment Counsel Inc.
TRACKED
CIK 0002022154
$297.0M
AUM
41
positions
4
filings
latest Q1 2026
Concord Wealth Partners
TRACKED
CIK 0001814214
$873.2M
AUM
885
positions
8
filings
latest Q2 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
TRACKED
CIK 0000752798
—
AUM
—
positions
8
filings
latest Q2 2025
Concurrent Investment Advisors, LLC
TRACKED
CIK 0002001015
$11.75B
AUM
2,027
positions
2
filings
latest Q2 2026
Condire Management, LP
TRACKED
CIK 0001847739
$1.03B
AUM
19
positions
12
filings
latest Q1 2026
CONDOR CAPITAL MANAGEMENT
TRACKED
CIK 0001082491
$1.20B
AUM
174
positions
12
filings
latest Q1 2026
Conestoga Capital Advisors, LLC
TRACKED
CIK 0001163744
$4.60B
AUM
109
positions
8
filings
latest Q2 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC
TRACKED
CIK 0001442056
$6.40B
AUM
290
positions
8
filings
latest Q2 2026
Confluence Wealth Services, Inc.
TRACKED
CIK 0001910411
—
AUM
—
positions
13
filings
latest Q2 2026
CONGRESS ASSET MANAGEMENT CO
TRACKED
CIK 0000897378
$16.25B
AUM
376
positions
8
filings
latest Q2 2026
Congress Park Capital LLC
TRACKED
CIK 0001730945
$370.5M
AUM
134
positions
8
filings
latest Q2 2026
Congruence Capital, LLC
TRACKED
CIK 0002085569
$298.2M
AUM
30
positions
2
filings
latest Q1 2026
Conifer Management, L.L.C.
TRACKED
CIK 0001773994
$523.8M
AUM
6
positions
12
filings
latest Q1 2026
CONNABLE OFFICE INC
TRACKED
CIK 0000914933
—
AUM
—
positions
8
filings
latest Q1 2026
Connacht Asset Management LP
TRACKED
CIK 0001802462
$16.9M
AUM
47
positions
8
filings
latest Q3 2023
Connecticut Capital Management Group, LLC
TRACKED
CIK 0002097898
$124.1M
AUM
129
positions
2
filings
latest Q2 2026
Connecticut Wealth Management, LLC
TRACKED
CIK 0001689829
$2.70B
AUM
340
positions
8
filings
latest Q2 2026
Connective Capital Management, LLC
TRACKED
CIK 0001543568
—
AUM
—
positions
14
filings
latest Q1 2026
Connective Portfolio Management, LLC
TRACKED
CIK 0001905083
$60.1M
AUM
39
positions
8
filings
latest Q2 2026
Connectus Wealth, LLC
TRACKED
CIK 0001857493
$3.66B
AUM
386
positions
8
filings
latest Q1 2024
CONNING INC.
TRACKED
CIK 0000801051
$3.34B
AUM
327
positions
9
filings
latest Q2 2026
Connolly Sarah T.
TRACKED
CIK 0001845262
$1.1M
AUM
4
positions
8
filings
latest Q4 2023
Connor, Clark & Lunn Investment Management Ltd.
TRACKED
CIK 0001596800
—
AUM
—
positions
12
filings
latest Q1 2026
CONNORS INVESTOR SERVICES INC
TRACKED
CIK 0000884548
—
AUM
—
positions
12
filings
latest Q1 2026
CONOCOPHILLIPS
TRACKED
CIK 0001163165
—
AUM
1
positions
8
filings
latest Q3 2023
CONQUIS FINANCIAL LLC
TRACKED
CIK 0002052436
$120.6M
AUM
54
positions
6
filings
latest Q1 2026
Conrad N. Hilton Foundation
TRACKED
CIK 0001729242
$228.3M
AUM
2
positions
13
filings
latest Q1 2026
Conrad Siegel Investment Advisors, Inc.
TRACKED
CIK 0001905875
$614.6M
AUM
74
positions
8
filings
latest Q2 2026
CONSCIOUS WEALTH INVESTMENTS, LLC
TRACKED
CIK 0002011014
$179.5M
AUM
58
positions
2
filings
latest Q1 2026
Conservest Capital Advisors, Inc.
TRACKED
CIK 0001705716
$1.26B
AUM
132
positions
8
filings
latest Q2 2026

Compass Wealth Management LLC
TRACKED
CIK 0001965653
$404.6M
AUM
75
positions
8
filings
latest Q1 2026
Compass Wealth Management, LLC/GA
TRACKED
CIK 0002076480
$250.9M
AUM
74
positions
5
filings
latest Q2 2026
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd
TRACKED
CIK 0001683297
—
AUM
1
positions
8
filings
latest Q3 2023
Composition Wealth, LLC
TRACKED
CIK 0001585859
$8.53B
AUM
1,004
positions
2
filings
latest Q2 2026
Compound Global Advisors, LLC
TRACKED
CIK 0001962450
$3.2M
AUM
31
positions
10
filings
latest Q1 2026
Compound Planning, Inc.
TRACKED
CIK 0001978879
$3.26B
AUM
1,198
positions
12
filings
latest Q1 2026
Comprehensive Financial Consultants Institutional, Inc.
TRACKED
CIK 0001915714
$378.1M
AUM
204
positions
13
filings
latest Q2 2026
Comprehensive Financial Management LLC
TRACKED
CIK 0001799802
$3.01B
AUM
38
positions
12
filings
latest Q1 2026
Comprehensive Financial Planning, Inc./PA
TRACKED
CIK 0002044855
$144.4M
AUM
387
positions
2
filings
latest Q1 2026
Comprehensive Money Management Services LLC
TRACKED
CIK 0002058921
$152.4M
AUM
193
positions
2
filings
latest Q1 2026
Comprehensive Wealth Management, LLC
TRACKED
CIK 0001535202
$197.8M
AUM
39
positions
12
filings
latest Q1 2026
COMPTON CAPITAL MANAGEMENT INC /RI
TRACKED
CIK 0001080071
$4.3M
AUM
8
positions
8
filings
latest Q2 2023
Compton Financial Group, LLC
TRACKED
CIK 0001844567
$452.7M
AUM
71
positions
8
filings
latest Q1 2026
Compton Wealth Advisory Group, LLC
TRACKED
CIK 0001761044
$495.4M
AUM
83
positions
8
filings
latest Q2 2026
Concentric Capital Strategies, LP
TRACKED
CIK 0001851869
$1.19B
AUM
309
positions
12
filings
latest Q1 2026
CONCENTRIC WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001695345
$410.0M
AUM
133
positions
8
filings
latest Q3 2024
Concentrum Wealth Management
TRACKED
CIK 0001765387
$338.6M
AUM
111
positions
8
filings
latest Q1 2026
Concord Asset Management, LLC/VA
TRACKED
CIK 0002031885
$645.8M
AUM
126
positions
2
filings
latest Q2 2026
Concorde Asset Management, LLC
TRACKED
CIK 0001631773
$204.0M
AUM
207
positions
8
filings
latest Q1 2026
Concorde Financial Corp
TRACKED
CIK 0001911822
$127.3M
AUM
26
positions
12
filings
latest Q1 2026
Concord Investment Counsel Inc.
TRACKED
CIK 0002022154
$297.0M
AUM
41
positions
4
filings
latest Q1 2026
Concord Wealth Partners
TRACKED
CIK 0001814214
$873.2M
AUM
885
positions
8
filings
latest Q2 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
TRACKED
CIK 0000752798
—
AUM
—
positions
8
filings
latest Q2 2025
Concurrent Investment Advisors, LLC
TRACKED
CIK 0002001015
$11.75B
AUM
2,027
positions
2
filings
latest Q2 2026
Condire Management, LP
TRACKED
CIK 0001847739
$1.03B
AUM
19
positions
12
filings
latest Q1 2026
CONDOR CAPITAL MANAGEMENT
TRACKED
CIK 0001082491
$1.20B
AUM
174
positions
12
filings
latest Q1 2026
Conestoga Capital Advisors, LLC
TRACKED
CIK 0001163744
$4.60B
AUM
109
positions
8
filings
latest Q2 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC
TRACKED
CIK 0001442056
$6.40B
AUM
290
positions
8
filings
latest Q2 2026
Confluence Wealth Services, Inc.
TRACKED
CIK 0001910411
—
AUM
—
positions
13
filings
latest Q2 2026
CONGRESS ASSET MANAGEMENT CO
TRACKED
CIK 0000897378
$16.25B
AUM
376
positions
8
filings
latest Q2 2026
Congress Park Capital LLC
TRACKED
CIK 0001730945
$370.5M
AUM
134
positions
8
filings
latest Q2 2026
Congruence Capital, LLC
TRACKED
CIK 0002085569
$298.2M
AUM
30
positions
2
filings
latest Q1 2026
Conifer Management, L.L.C.
TRACKED
CIK 0001773994
$523.8M
AUM
6
positions
12
filings
latest Q1 2026
CONNABLE OFFICE INC
TRACKED
CIK 0000914933
—
AUM
—
positions
8
filings
latest Q1 2026
Connacht Asset Management LP
TRACKED
CIK 0001802462
$16.9M
AUM
47
positions
8
filings
latest Q3 2023
Connecticut Capital Management Group, LLC
TRACKED
CIK 0002097898
$124.1M
AUM
129
positions
2
filings
latest Q2 2026
Connecticut Wealth Management, LLC
TRACKED
CIK 0001689829
$2.70B
AUM
340
positions
8
filings
latest Q2 2026
Connective Capital Management, LLC
TRACKED
CIK 0001543568
—
AUM
—
positions
14
filings
latest Q1 2026
Connective Portfolio Management, LLC
TRACKED
CIK 0001905083
$60.1M
AUM
39
positions
8
filings
latest Q2 2026
Connectus Wealth, LLC
TRACKED
CIK 0001857493
$3.66B
AUM
386
positions
8
filings
latest Q1 2024
CONNING INC.
TRACKED
CIK 0000801051
$3.34B
AUM
327
positions
9
filings
latest Q2 2026
Connolly Sarah T.
TRACKED
CIK 0001845262
$1.1M
AUM
4
positions
8
filings
latest Q4 2023
Connor, Clark & Lunn Investment Management Ltd.
TRACKED
CIK 0001596800
—
AUM
—
positions
12
filings
latest Q1 2026
CONNORS INVESTOR SERVICES INC
TRACKED
CIK 0000884548
—
AUM
—
positions
12
filings
latest Q1 2026
CONOCOPHILLIPS
TRACKED
CIK 0001163165
—
AUM
1
positions
8
filings
latest Q3 2023
CONQUIS FINANCIAL LLC
TRACKED
CIK 0002052436
$120.6M
AUM
54
positions
6
filings
latest Q1 2026
Conrad N. Hilton Foundation
TRACKED
CIK 0001729242
$228.3M
AUM
2
positions
13
filings
latest Q1 2026
Conrad Siegel Investment Advisors, Inc.
TRACKED
CIK 0001905875
$614.6M
AUM
74
positions
8
filings
latest Q2 2026
CONSCIOUS WEALTH INVESTMENTS, LLC
TRACKED
CIK 0002011014
$179.5M
AUM
58
positions
2
filings
latest Q1 2026
Conservest Capital Advisors, Inc.
TRACKED
CIK 0001705716
$1.26B
AUM
132
positions
8
filings
latest Q2 2026

Page 14 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

Compass Wealth Management LLC

Compass Wealth Management, LLC/GA

COMPOSITE CAPITAL MANAGEMENT (HK) Ltd

Composition Wealth, LLC

Compound Global Advisors, LLC

Compound Planning, Inc.

Comprehensive Financial Consultants Institutional, Inc.

Comprehensive Financial Management LLC

Comprehensive Financial Planning, Inc./PA

Comprehensive Money Management Services LLC

Comprehensive Wealth Management, LLC

COMPTON CAPITAL MANAGEMENT INC /RI

Compton Financial Group, LLC

Compton Wealth Advisory Group, LLC

Concentric Capital Strategies, LP

CONCENTRIC WEALTH MANAGEMENT, LLC

Concentrum Wealth Management

Concord Asset Management, LLC/VA

Concorde Asset Management, LLC

Concorde Financial Corp

Concord Investment Counsel Inc.

Concord Wealth Partners

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Concurrent Investment Advisors, LLC

Condire Management, LP

CONDOR CAPITAL MANAGEMENT

Conestoga Capital Advisors, LLC

CONFLUENCE INVESTMENT MANAGEMENT LLC

Confluence Wealth Services, Inc.

CONGRESS ASSET MANAGEMENT CO

Congress Park Capital LLC

Congruence Capital, LLC

Conifer Management, L.L.C.

CONNABLE OFFICE INC

Connacht Asset Management LP

Connecticut Capital Management Group, LLC

Connecticut Wealth Management, LLC

Connective Capital Management, LLC

Connective Portfolio Management, LLC

Connectus Wealth, LLC

CONNING INC.

Connolly Sarah T.

Connor, Clark & Lunn Investment Management Ltd.

CONNORS INVESTOR SERVICES INC

CONOCOPHILLIPS

CONQUIS FINANCIAL LLC

Conrad N. Hilton Foundation

Conrad Siegel Investment Advisors, Inc.

CONSCIOUS WEALTH INVESTMENTS, LLC

Conservest Capital Advisors, Inc.