Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

865 institutions on file

Asset Planning,Inc
TRACKED
CIK 0002048547
$154.4M
AUM
334
positions
2
filings
latest Q2 2026
ASSET PLANNING SERVICES INC /LA/ /ADV
TRACKED
CIK 0000811407
—
AUM
—
positions
14
filings
latest Q2 2026
Asset Value Investors Ltd
TRACKED
CIK 0001870300
$99.6M
AUM
2
positions
2
filings
latest Q1 2026
ASSOCIATED BANC-CORP
TRACKED
CIK 0000007789
$4.21B
AUM
381
positions
13
filings
latest Q2 2026
AssuredPartners Investment Advisors, LLC
TRACKED
CIK 0002055492
$919.2M
AUM
402
positions
2
filings
latest Q1 2026
Aster Capital Management (DIFC) Ltd
TRACKED
CIK 0002040915
$306.0M
AUM
809
positions
7
filings
latest Q1 2026
Astoria Portfolio Advisors LLC.
TRACKED
CIK 0001931642
$593.0M
AUM
354
positions
13
filings
latest Q2 2026
Astoria Strategic Wealth, Inc.
TRACKED
CIK 0001777914
$437.8M
AUM
36
positions
13
filings
latest Q2 2026
Astor Investment Management LLC
TRACKED
CIK 0001598416
$185.1M
AUM
28
positions
9
filings
latest Q2 2025
Astra Wealth Partners LLC
TRACKED
CIK 0002054825
$167.6M
AUM
92
positions
2
filings
latest Q1 2026
Atairos Group, Inc.
TRACKED
CIK 0001671122
$1.22B
AUM
4
positions
12
filings
latest Q1 2026
Atairos Partners GP, Inc.
TRACKED
CIK 0001671176
$35.2M
AUM
2
positions
12
filings
latest Q1 2026
Atala Financial Inc
TRACKED
CIK 0002053756
$164.5M
AUM
121
positions
2
filings
latest Q2 2026
Atalan Capital Partners, LP
TRACKED
CIK 0001662906
$1.08B
AUM
10
positions
12
filings
latest Q1 2026
ATALANTA SOSNOFF CAPITAL, LLC
TRACKED
CIK 0000700529
$4.66B
AUM
104
positions
12
filings
latest Q1 2026
Atalaya Capital Management LP
TRACKED
CIK 0001812285
$45.0M
AUM
96
positions
8
filings
latest Q2 2024
Ategra Capital Management, LLC
TRACKED
CIK 0001741369
$201.3M
AUM
23
positions
11
filings
latest Q1 2026
Athena Investment Management
TRACKED
CIK 0001921093
$192.8M
AUM
153
positions
12
filings
latest Q1 2026
Athena Wealth Management, LLC
TRACKED
CIK 0002128243
$134.5M
AUM
104
positions
2
filings
latest Q2 2026
Athos Capital Ltd
TRACKED
CIK 0001681662
$324,342
AUM
44
positions
12
filings
latest Q1 2026
Athyrium Capital Management, LP
TRACKED
CIK 0001728001
$8.7M
AUM
2
positions
8
filings
latest Q3 2024
Atika Capital Management LLC
TRACKED
CIK 0001599731
$796.4M
AUM
56
positions
12
filings
latest Q1 2026
Ativo Capital Management LLC
TRACKED
CIK 0001423065
$115.0M
AUM
55
positions
12
filings
latest Q1 2026
Atlanta Consulting Group Advisors, LLC
TRACKED
CIK 0002019038
$465.3M
AUM
143
positions
11
filings
latest Q1 2026
Atlantic Edge Private Wealth Management, LLC
TRACKED
CIK 0002011145
—
AUM
—
positions
2
filings
latest Q2 2026
ATLANTIC FAMILY WEALTH, LLC
TRACKED
CIK 0002012511
$138.4M
AUM
59
positions
6
filings
latest Q1 2026
ATLANTIC INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0001063296
$171.7M
AUM
12
positions
12
filings
latest Q1 2026
Atlantic Private Wealth, LLC
TRACKED
CIK 0001893143
$153.0M
AUM
315
positions
12
filings
latest Q1 2026
Atlantic Union Bankshares Corp (AUB, AUB-PA)
TRACKED
CIK 0000883948
$5.21B
AUM
1,748
positions
12
filings
latest Q1 2026
Atlas Brown,Inc.
TRACKED
CIK 0001388168
$372.5M
AUM
237
positions
13
filings
latest Q2 2026
ATLAS CAPITAL ADVISORS INC.
TRACKED
CIK 0001434165
$874.8M
AUM
989
positions
11
filings
latest Q1 2026
Atlas Financial Advisors, Inc.
TRACKED
CIK 0001924030
$64.1M
AUM
40
positions
8
filings
latest Q4 2024
ATLas Financial Planning LLC
TRACKED
CIK 0002110886
$123.3M
AUM
69
positions
2
filings
latest Q2 2026
Atlas FRM LLC
TRACKED
CIK 0001879898
$1.53B
AUM
23
positions
12
filings
latest Q1 2026
ATLAS Infrastructure Partners (UK) Ltd.
TRACKED
CIK 0001924953
$2.84B
AUM
9
positions
12
filings
latest Q1 2026
Atlas Legacy Advisors, LLC
TRACKED
CIK 0002054111
$677.5M
AUM
213
positions
7
filings
latest Q2 2026
AtlasMark Financial, Inc
TRACKED
CIK 0002127120
$309.6M
AUM
47
positions
2
filings
latest Q1 2026
Atlas Merchant Capital LLC
TRACKED
CIK 0001945789
$789,360
AUM
1
positions
13
filings
latest Q1 2026
Atlas Private Wealth Advisors
TRACKED
CIK 0001814234
$456.8M
AUM
139
positions
13
filings
latest Q2 2026
Atlas Private Wealth Management, LLC
TRACKED
CIK 0001800369
$238.0M
AUM
119
positions
8
filings
latest Q1 2024
Atlas Venture Advisors, Inc.
TRACKED
CIK 0001767432
$143.4M
AUM
3
positions
13
filings
latest Q2 2026
Atlas Venture Associates IX, LLC
TRACKED
CIK 0001671207
$11.8M
AUM
6
positions
8
filings
latest Q3 2023
Atlas Venture Life Science Advisors, LLC
TRACKED
CIK 0001917529
$790.0M
AUM
6
positions
12
filings
latest Q1 2026
Atlas Wealth LLC
TRACKED
CIK 0001964106
$701.4M
AUM
178
positions
16
filings
latest Q2 2026
Atlas Wealth Partners, LLC
TRACKED
CIK 0001965798
$91.6M
AUM
64
positions
13
filings
latest Q2 2026
Atlatl Advisers LLC
TRACKED
CIK 0002023168
$421.1M
AUM
459
positions
7
filings
latest Q2 2026
Atle Fund Management AB
TRACKED
CIK 0001381843
$371.7M
AUM
39
positions
11
filings
latest Q2 2026
ATMOS ADVISORY, LLC
TRACKED
CIK 0001905162
$191.3M
AUM
20
positions
8
filings
latest Q2 2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
TRACKED
CIK 0001832439
$713.7M
AUM
15
positions
13
filings
latest Q1 2026
Atom Investors LP
TRACKED
CIK 0001738902
$1.40B
AUM
641
positions
12
filings
latest Q1 2026

Asset Planning,Inc
TRACKED
CIK 0002048547
$154.4M
AUM
334
positions
2
filings
latest Q2 2026
ASSET PLANNING SERVICES INC /LA/ /ADV
TRACKED
CIK 0000811407
—
AUM
—
positions
14
filings
latest Q2 2026
Asset Value Investors Ltd
TRACKED
CIK 0001870300
$99.6M
AUM
2
positions
2
filings
latest Q1 2026
ASSOCIATED BANC-CORP
TRACKED
CIK 0000007789
$4.21B
AUM
381
positions
13
filings
latest Q2 2026
AssuredPartners Investment Advisors, LLC
TRACKED
CIK 0002055492
$919.2M
AUM
402
positions
2
filings
latest Q1 2026
Aster Capital Management (DIFC) Ltd
TRACKED
CIK 0002040915
$306.0M
AUM
809
positions
7
filings
latest Q1 2026
Astoria Portfolio Advisors LLC.
TRACKED
CIK 0001931642
$593.0M
AUM
354
positions
13
filings
latest Q2 2026
Astoria Strategic Wealth, Inc.
TRACKED
CIK 0001777914
$437.8M
AUM
36
positions
13
filings
latest Q2 2026
Astor Investment Management LLC
TRACKED
CIK 0001598416
$185.1M
AUM
28
positions
9
filings
latest Q2 2025
Astra Wealth Partners LLC
TRACKED
CIK 0002054825
$167.6M
AUM
92
positions
2
filings
latest Q1 2026
Atairos Group, Inc.
TRACKED
CIK 0001671122
$1.22B
AUM
4
positions
12
filings
latest Q1 2026
Atairos Partners GP, Inc.
TRACKED
CIK 0001671176
$35.2M
AUM
2
positions
12
filings
latest Q1 2026
Atala Financial Inc
TRACKED
CIK 0002053756
$164.5M
AUM
121
positions
2
filings
latest Q2 2026
Atalan Capital Partners, LP
TRACKED
CIK 0001662906
$1.08B
AUM
10
positions
12
filings
latest Q1 2026
ATALANTA SOSNOFF CAPITAL, LLC
TRACKED
CIK 0000700529
$4.66B
AUM
104
positions
12
filings
latest Q1 2026
Atalaya Capital Management LP
TRACKED
CIK 0001812285
$45.0M
AUM
96
positions
8
filings
latest Q2 2024
Ategra Capital Management, LLC
TRACKED
CIK 0001741369
$201.3M
AUM
23
positions
11
filings
latest Q1 2026
Athena Investment Management
TRACKED
CIK 0001921093
$192.8M
AUM
153
positions
12
filings
latest Q1 2026
Athena Wealth Management, LLC
TRACKED
CIK 0002128243
$134.5M
AUM
104
positions
2
filings
latest Q2 2026
Athos Capital Ltd
TRACKED
CIK 0001681662
$324,342
AUM
44
positions
12
filings
latest Q1 2026
Athyrium Capital Management, LP
TRACKED
CIK 0001728001
$8.7M
AUM
2
positions
8
filings
latest Q3 2024
Atika Capital Management LLC
TRACKED
CIK 0001599731
$796.4M
AUM
56
positions
12
filings
latest Q1 2026
Ativo Capital Management LLC
TRACKED
CIK 0001423065
$115.0M
AUM
55
positions
12
filings
latest Q1 2026
Atlanta Consulting Group Advisors, LLC
TRACKED
CIK 0002019038
$465.3M
AUM
143
positions
11
filings
latest Q1 2026
Atlantic Edge Private Wealth Management, LLC
TRACKED
CIK 0002011145
—
AUM
—
positions
2
filings
latest Q2 2026
ATLANTIC FAMILY WEALTH, LLC
TRACKED
CIK 0002012511
$138.4M
AUM
59
positions
6
filings
latest Q1 2026
ATLANTIC INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0001063296
$171.7M
AUM
12
positions
12
filings
latest Q1 2026
Atlantic Private Wealth, LLC
TRACKED
CIK 0001893143
$153.0M
AUM
315
positions
12
filings
latest Q1 2026
Atlantic Union Bankshares Corp (AUB, AUB-PA)
TRACKED
CIK 0000883948
$5.21B
AUM
1,748
positions
12
filings
latest Q1 2026
Atlas Brown,Inc.
TRACKED
CIK 0001388168
$372.5M
AUM
237
positions
13
filings
latest Q2 2026
ATLAS CAPITAL ADVISORS INC.
TRACKED
CIK 0001434165
$874.8M
AUM
989
positions
11
filings
latest Q1 2026
Atlas Financial Advisors, Inc.
TRACKED
CIK 0001924030
$64.1M
AUM
40
positions
8
filings
latest Q4 2024
ATLas Financial Planning LLC
TRACKED
CIK 0002110886
$123.3M
AUM
69
positions
2
filings
latest Q2 2026
Atlas FRM LLC
TRACKED
CIK 0001879898
$1.53B
AUM
23
positions
12
filings
latest Q1 2026
ATLAS Infrastructure Partners (UK) Ltd.
TRACKED
CIK 0001924953
$2.84B
AUM
9
positions
12
filings
latest Q1 2026
Atlas Legacy Advisors, LLC
TRACKED
CIK 0002054111
$677.5M
AUM
213
positions
7
filings
latest Q2 2026
AtlasMark Financial, Inc
TRACKED
CIK 0002127120
$309.6M
AUM
47
positions
2
filings
latest Q1 2026
Atlas Merchant Capital LLC
TRACKED
CIK 0001945789
$789,360
AUM
1
positions
13
filings
latest Q1 2026
Atlas Private Wealth Advisors
TRACKED
CIK 0001814234
$456.8M
AUM
139
positions
13
filings
latest Q2 2026
Atlas Private Wealth Management, LLC
TRACKED
CIK 0001800369
$238.0M
AUM
119
positions
8
filings
latest Q1 2024
Atlas Venture Advisors, Inc.
TRACKED
CIK 0001767432
$143.4M
AUM
3
positions
13
filings
latest Q2 2026
Atlas Venture Associates IX, LLC
TRACKED
CIK 0001671207
$11.8M
AUM
6
positions
8
filings
latest Q3 2023
Atlas Venture Life Science Advisors, LLC
TRACKED
CIK 0001917529
$790.0M
AUM
6
positions
12
filings
latest Q1 2026
Atlas Wealth LLC
TRACKED
CIK 0001964106
$701.4M
AUM
178
positions
16
filings
latest Q2 2026
Atlas Wealth Partners, LLC
TRACKED
CIK 0001965798
$91.6M
AUM
64
positions
13
filings
latest Q2 2026
Atlatl Advisers LLC
TRACKED
CIK 0002023168
$421.1M
AUM
459
positions
7
filings
latest Q2 2026
Atle Fund Management AB
TRACKED
CIK 0001381843
$371.7M
AUM
39
positions
11
filings
latest Q2 2026
ATMOS ADVISORY, LLC
TRACKED
CIK 0001905162
$191.3M
AUM
20
positions
8
filings
latest Q2 2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
TRACKED
CIK 0001832439
$713.7M
AUM
15
positions
13
filings
latest Q1 2026
Atom Investors LP
TRACKED
CIK 0001738902
$1.40B
AUM
641
positions
12
filings
latest Q1 2026

Page 15 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

Asset Planning,Inc

ASSET PLANNING SERVICES INC /LA/ /ADV

Asset Value Investors Ltd

ASSOCIATED BANC-CORP

AssuredPartners Investment Advisors, LLC

Aster Capital Management (DIFC) Ltd

Astoria Portfolio Advisors LLC.

Astoria Strategic Wealth, Inc.

Astor Investment Management LLC

Astra Wealth Partners LLC

Atairos Group, Inc.

Atairos Partners GP, Inc.

Atala Financial Inc

Atalan Capital Partners, LP

ATALANTA SOSNOFF CAPITAL, LLC

Atalaya Capital Management LP

Ategra Capital Management, LLC

Athena Investment Management

Athena Wealth Management, LLC

Athos Capital Ltd

Athyrium Capital Management, LP

Atika Capital Management LLC

Ativo Capital Management LLC

Atlanta Consulting Group Advisors, LLC

Atlantic Edge Private Wealth Management, LLC

ATLANTIC FAMILY WEALTH, LLC

ATLANTIC INVESTMENT MANAGEMENT, INC.

Atlantic Private Wealth, LLC

Atlantic Union Bankshares Corp (AUB, AUB-PA)

Atlas Brown,Inc.

ATLAS CAPITAL ADVISORS INC.

Atlas Financial Advisors, Inc.

ATLas Financial Planning LLC

Atlas FRM LLC

ATLAS Infrastructure Partners (UK) Ltd.

Atlas Legacy Advisors, LLC

AtlasMark Financial, Inc

Atlas Merchant Capital LLC

Atlas Private Wealth Advisors

Atlas Private Wealth Management, LLC

Atlas Venture Advisors, Inc.

Atlas Venture Associates IX, LLC

Atlas Venture Life Science Advisors, LLC

Atlas Wealth LLC

Atlas Wealth Partners, LLC

Atlatl Advisers LLC

Atle Fund Management AB

ATMOS ADVISORY, LLC

ATMOS CAPITAL GESTAO DE RECURSOS LTDA.

Atom Investors LP