Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

CONSILIO WEALTH ADVISORS, LLC
TRACKED
CIK 0001908944
$342.4M
AUM
99
positions
8
filings
latest Q1 2026
Consilium Wealth Advisory, LLC
TRACKED
CIK 0001904906
$293.2M
AUM
102
positions
8
filings
latest Q1 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001666613
$374.8M
AUM
72
positions
8
filings
latest Q2 2026
Consolidated Investment Group LLC
TRACKED
CIK 0001556168
$1.15B
AUM
77
positions
8
filings
latest Q2 2026
Consolidated Portfolio Review Corp
TRACKED
CIK 0001972835
$1.20B
AUM
34
positions
8
filings
latest Q2 2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD
TRACKED
CIK 0001260786
$630,806
AUM
1
positions
12
filings
latest Q1 2026
Constant Guidance Financial LLC
TRACKED
CIK 0001995383
$144.6M
AUM
42
positions
12
filings
latest Q1 2026
Constellation Investimentos e Participacoes Ltda
TRACKED
CIK 0001893840
$46.7M
AUM
7
positions
8
filings
latest Q3 2025
Constellation Investments, Inc.
TRACKED
CIK 0001573575
$3.18B
AUM
19
positions
2
filings
latest Q2 2026
Constitution Capital LLC
TRACKED
CIK 0001845531
$194.8M
AUM
62
positions
8
filings
latest Q2 2026
Consulta Ltd
TRACKED
CIK 0001510677
$2.01B
AUM
13
positions
12
filings
latest Q1 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.
TRACKED
CIK 0001845849
$34.5M
AUM
261
positions
11
filings
latest Q1 2026
Contango Wealth Management LLC
TRACKED
CIK 0002137383
$175.1M
AUM
55
positions
2
filings
latest Q1 2026
Context Capital Management, LLC
TRACKED
CIK 0001301396
$5.15B
AUM
427
positions
14
filings
latest Q2 2026
CONTINENTAL ADVISORS LLC
TRACKED
CIK 0001277779
$236.9M
AUM
41
positions
13
filings
latest Q2 2026
CONTINENTAL GENERAL INSURANCE CO
TRACKED
CIK 0000024046
$693.4M
AUM
11
positions
12
filings
latest Q1 2026
CONTINENTAL GRAIN CO
TRACKED
CIK 0000929607
$365.8M
AUM
4
positions
8
filings
latest Q1 2026
CONTINENTAL INVESTORS SERVICES, INC.
TRACKED
CIK 0000883634
$105.8M
AUM
81
positions
12
filings
latest Q1 2026
Continuum Advisory, LLC
TRACKED
CIK 0001846532
$1.04B
AUM
453
positions
8
filings
latest Q1 2026
CONTINUUM WEALTH ADVISORS, LLC
TRACKED
CIK 0001966482
$296.3M
AUM
82
positions
13
filings
latest Q2 2026
Contour Asset Management LLC
TRACKED
CIK 0001510669
$3.08B
AUM
27
positions
14
filings
latest Q1 2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.
TRACKED
CIK 0001050417
$356.7M
AUM
21
positions
12
filings
latest Q1 2026
Contrarius Group Holdings Ltd
TRACKED
CIK 0002054801
$1.77B
AUM
39
positions
6
filings
latest Q1 2026
Contrarius Investment Management Ltd
TRACKED
CIK 0001483738
$1.8M
AUM
42
positions
8
filings
latest Q3 2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0001365707
$566.1M
AUM
391
positions
8
filings
latest Q2 2026
Convergence Financial, LLC
TRACKED
CIK 0002034001
$943.1M
AUM
217
positions
12
filings
latest Q1 2026
Convergence Investment Partners, LLC
TRACKED
CIK 0001456133
$610.7M
AUM
235
positions
12
filings
latest Q1 2026
Converium Capital Inc.
TRACKED
CIK 0002043653
$301.9M
AUM
43
positions
2
filings
latest Q1 2026
Conversant Capital LLC
TRACKED
CIK 0001850901
$745.1M
AUM
16
positions
13
filings
latest Q1 2026
CONWAY CAPITAL MANAGEMENT, INC.
TRACKED
CIK 0002044929
$213.7M
AUM
45
positions
12
filings
latest Q1 2026
CONYERS INVESTMENTS LLC
TRACKED
CIK 0001513030
—
AUM
1
positions
8
filings
latest Q4 2023
Cook & Bynum Capital Management, LLC
TRACKED
CIK 0001542280
$124.2M
AUM
6
positions
12
filings
latest Q1 2026
COOKE & BIELER LP
TRACKED
CIK 0000024386
$8.65B
AUM
100
positions
9
filings
latest Q2 2026
Cooke Wealth Management, LLC
TRACKED
CIK 0002093659
$122.1M
AUM
39
positions
2
filings
latest Q2 2026
Cooksen Wealth, LLC
TRACKED
CIK 0002016393
$137.7M
AUM
45
positions
2
filings
latest Q1 2026
COOKSON PEIRCE & CO INC
TRACKED
CIK 0001141455
$3.04B
AUM
317
positions
8
filings
latest Q2 2026
Cook Street Consulting, Inc.
TRACKED
CIK 0001916464
$325.6M
AUM
2
positions
8
filings
latest Q1 2024
Cook Wealth, LLC
TRACKED
CIK 0001910185
—
AUM
1
positions
8
filings
latest Q4 2025
Coombe, Bender & Co LLC
TRACKED
CIK 0001812902
$169.8M
AUM
75
positions
8
filings
latest Q2 2024
Cooper Capital Advisors LLC
TRACKED
CIK 0001957878
$230.6M
AUM
41
positions
7
filings
latest Q2 2026
COOPER CREEK PARTNERS MANAGEMENT LLC
TRACKED
CIK 0001512162
$2.9M
AUM
109
positions
12
filings
latest Q1 2026
Cooper Financial Group
TRACKED
CIK 0001751581
$1.21B
AUM
448
positions
8
filings
latest Q2 2026
COOPER/HAIMS ADVISORS, LLC
TRACKED
CIK 0001654033
$212.5M
AUM
103
positions
12
filings
latest Q1 2026
COOPER INVESTORS PTY LTD
TRACKED
CIK 0001561728
$217.8M
AUM
39
positions
2
filings
latest Q2 2026
COOPERMAN LEON G
TRACKED
CIK 0000898382
$3.05B
AUM
41
positions
14
filings
latest Q1 2026
Coordinated Financial Services, Inc.
TRACKED
CIK 0002055532
$174.3M
AUM
176
positions
2
filings
latest Q1 2026
Coordinated Financial Services, Inc./CO
TRACKED
CIK 0002022906
$130.5M
AUM
137
positions
2
filings
latest Q1 2025
Copeland Capital Management, LLC
TRACKED
CIK 0001541743
$4.50B
AUM
257
positions
12
filings
latest Q1 2026
Copia Wealth Management
TRACKED
CIK 0002058771
$145.5M
AUM
532
positions
2
filings
latest Q1 2026
Copley Financial Group, Inc.
TRACKED
CIK 0002045258
$165.7M
AUM
115
positions
8
filings
latest Q1 2026

CONSILIO WEALTH ADVISORS, LLC
TRACKED
CIK 0001908944
$342.4M
AUM
99
positions
8
filings
latest Q1 2026
Consilium Wealth Advisory, LLC
TRACKED
CIK 0001904906
$293.2M
AUM
102
positions
8
filings
latest Q1 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001666613
$374.8M
AUM
72
positions
8
filings
latest Q2 2026
Consolidated Investment Group LLC
TRACKED
CIK 0001556168
$1.15B
AUM
77
positions
8
filings
latest Q2 2026
Consolidated Portfolio Review Corp
TRACKED
CIK 0001972835
$1.20B
AUM
34
positions
8
filings
latest Q2 2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD
TRACKED
CIK 0001260786
$630,806
AUM
1
positions
12
filings
latest Q1 2026
Constant Guidance Financial LLC
TRACKED
CIK 0001995383
$144.6M
AUM
42
positions
12
filings
latest Q1 2026
Constellation Investimentos e Participacoes Ltda
TRACKED
CIK 0001893840
$46.7M
AUM
7
positions
8
filings
latest Q3 2025
Constellation Investments, Inc.
TRACKED
CIK 0001573575
$3.18B
AUM
19
positions
2
filings
latest Q2 2026
Constitution Capital LLC
TRACKED
CIK 0001845531
$194.8M
AUM
62
positions
8
filings
latest Q2 2026
Consulta Ltd
TRACKED
CIK 0001510677
$2.01B
AUM
13
positions
12
filings
latest Q1 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.
TRACKED
CIK 0001845849
$34.5M
AUM
261
positions
11
filings
latest Q1 2026
Contango Wealth Management LLC
TRACKED
CIK 0002137383
$175.1M
AUM
55
positions
2
filings
latest Q1 2026
Context Capital Management, LLC
TRACKED
CIK 0001301396
$5.15B
AUM
427
positions
14
filings
latest Q2 2026
CONTINENTAL ADVISORS LLC
TRACKED
CIK 0001277779
$236.9M
AUM
41
positions
13
filings
latest Q2 2026
CONTINENTAL GENERAL INSURANCE CO
TRACKED
CIK 0000024046
$693.4M
AUM
11
positions
12
filings
latest Q1 2026
CONTINENTAL GRAIN CO
TRACKED
CIK 0000929607
$365.8M
AUM
4
positions
8
filings
latest Q1 2026
CONTINENTAL INVESTORS SERVICES, INC.
TRACKED
CIK 0000883634
$105.8M
AUM
81
positions
12
filings
latest Q1 2026
Continuum Advisory, LLC
TRACKED
CIK 0001846532
$1.04B
AUM
453
positions
8
filings
latest Q1 2026
CONTINUUM WEALTH ADVISORS, LLC
TRACKED
CIK 0001966482
$296.3M
AUM
82
positions
13
filings
latest Q2 2026
Contour Asset Management LLC
TRACKED
CIK 0001510669
$3.08B
AUM
27
positions
14
filings
latest Q1 2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.
TRACKED
CIK 0001050417
$356.7M
AUM
21
positions
12
filings
latest Q1 2026
Contrarius Group Holdings Ltd
TRACKED
CIK 0002054801
$1.77B
AUM
39
positions
6
filings
latest Q1 2026
Contrarius Investment Management Ltd
TRACKED
CIK 0001483738
$1.8M
AUM
42
positions
8
filings
latest Q3 2024
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0001365707
$566.1M
AUM
391
positions
8
filings
latest Q2 2026
Convergence Financial, LLC
TRACKED
CIK 0002034001
$943.1M
AUM
217
positions
12
filings
latest Q1 2026
Convergence Investment Partners, LLC
TRACKED
CIK 0001456133
$610.7M
AUM
235
positions
12
filings
latest Q1 2026
Converium Capital Inc.
TRACKED
CIK 0002043653
$301.9M
AUM
43
positions
2
filings
latest Q1 2026
Conversant Capital LLC
TRACKED
CIK 0001850901
$745.1M
AUM
16
positions
13
filings
latest Q1 2026
CONWAY CAPITAL MANAGEMENT, INC.
TRACKED
CIK 0002044929
$213.7M
AUM
45
positions
12
filings
latest Q1 2026
CONYERS INVESTMENTS LLC
TRACKED
CIK 0001513030
—
AUM
1
positions
8
filings
latest Q4 2023
Cook & Bynum Capital Management, LLC
TRACKED
CIK 0001542280
$124.2M
AUM
6
positions
12
filings
latest Q1 2026
COOKE & BIELER LP
TRACKED
CIK 0000024386
$8.65B
AUM
100
positions
9
filings
latest Q2 2026
Cooke Wealth Management, LLC
TRACKED
CIK 0002093659
$122.1M
AUM
39
positions
2
filings
latest Q2 2026
Cooksen Wealth, LLC
TRACKED
CIK 0002016393
$137.7M
AUM
45
positions
2
filings
latest Q1 2026
COOKSON PEIRCE & CO INC
TRACKED
CIK 0001141455
$3.04B
AUM
317
positions
8
filings
latest Q2 2026
Cook Street Consulting, Inc.
TRACKED
CIK 0001916464
$325.6M
AUM
2
positions
8
filings
latest Q1 2024
Cook Wealth, LLC
TRACKED
CIK 0001910185
—
AUM
1
positions
8
filings
latest Q4 2025
Coombe, Bender & Co LLC
TRACKED
CIK 0001812902
$169.8M
AUM
75
positions
8
filings
latest Q2 2024
Cooper Capital Advisors LLC
TRACKED
CIK 0001957878
$230.6M
AUM
41
positions
7
filings
latest Q2 2026
COOPER CREEK PARTNERS MANAGEMENT LLC
TRACKED
CIK 0001512162
$2.9M
AUM
109
positions
12
filings
latest Q1 2026
Cooper Financial Group
TRACKED
CIK 0001751581
$1.21B
AUM
448
positions
8
filings
latest Q2 2026
COOPER/HAIMS ADVISORS, LLC
TRACKED
CIK 0001654033
$212.5M
AUM
103
positions
12
filings
latest Q1 2026
COOPER INVESTORS PTY LTD
TRACKED
CIK 0001561728
$217.8M
AUM
39
positions
2
filings
latest Q2 2026
COOPERMAN LEON G
TRACKED
CIK 0000898382
$3.05B
AUM
41
positions
14
filings
latest Q1 2026
Coordinated Financial Services, Inc.
TRACKED
CIK 0002055532
$174.3M
AUM
176
positions
2
filings
latest Q1 2026
Coordinated Financial Services, Inc./CO
TRACKED
CIK 0002022906
$130.5M
AUM
137
positions
2
filings
latest Q1 2025
Copeland Capital Management, LLC
TRACKED
CIK 0001541743
$4.50B
AUM
257
positions
12
filings
latest Q1 2026
Copia Wealth Management
TRACKED
CIK 0002058771
$145.5M
AUM
532
positions
2
filings
latest Q1 2026
Copley Financial Group, Inc.
TRACKED
CIK 0002045258
$165.7M
AUM
115
positions
8
filings
latest Q1 2026

Page 15 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

CONSILIO WEALTH ADVISORS, LLC

Consilium Wealth Advisory, LLC

CONSOLIDATED CAPITAL MANAGEMENT, LLC

Consolidated Investment Group LLC

Consolidated Portfolio Review Corp

CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD

Constant Guidance Financial LLC

Constellation Investimentos e Participacoes Ltda

Constellation Investments, Inc.

Constitution Capital LLC

Consulta Ltd

CONSULTIVA WEALTH MANAGEMENT, CORP.

Contango Wealth Management LLC

Context Capital Management, LLC

CONTINENTAL ADVISORS LLC

CONTINENTAL GENERAL INSURANCE CO

CONTINENTAL GRAIN CO

CONTINENTAL INVESTORS SERVICES, INC.

Continuum Advisory, LLC

CONTINUUM WEALTH ADVISORS, LLC

Contour Asset Management LLC

CONTRARIAN CAPITAL MANAGEMENT, L.L.C.

Contrarius Group Holdings Ltd

Contrarius Investment Management Ltd

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Convergence Financial, LLC

Convergence Investment Partners, LLC

Converium Capital Inc.

Conversant Capital LLC

CONWAY CAPITAL MANAGEMENT, INC.

CONYERS INVESTMENTS LLC

Cook & Bynum Capital Management, LLC

COOKE & BIELER LP

Cooke Wealth Management, LLC

Cooksen Wealth, LLC

COOKSON PEIRCE & CO INC

Cook Street Consulting, Inc.

Cook Wealth, LLC

Coombe, Bender & Co LLC

Cooper Capital Advisors LLC

COOPER CREEK PARTNERS MANAGEMENT LLC

Cooper Financial Group

COOPER/HAIMS ADVISORS, LLC

COOPER INVESTORS PTY LTD

COOPERMAN LEON G

Coordinated Financial Services, Inc.

Coordinated Financial Services, Inc./CO

Copeland Capital Management, LLC

Copia Wealth Management

Copley Financial Group, Inc.