Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Copos Capital S.a r.l.
TRACKED
CIK 0002111344
$143.2M
AUM
45
positions
1
filings
latest Q4 2025
Coppell Advisory Solutions Corp.
TRACKED
CIK 0001942379
$530.5M
AUM
266
positions
2
filings
latest Q1 2024
Coppell Advisory Solutions LLC
TRACKED
CIK 0001848433
$169.8M
AUM
39
positions
12
filings
latest Q1 2026
Copper Harbor Investment Advisors, LLC
TRACKED
CIK 0001808027
$472.4M
AUM
95
positions
1
filings
latest Q2 2026
Copperleaf Capital, LLC
TRACKED
CIK 0001802225
$208.6M
AUM
114
positions
8
filings
latest Q3 2025
Copperwood Asset Management LP
TRACKED
CIK 0002100569
$54.4M
AUM
1
positions
2
filings
latest Q1 2026
Copperwynd Financial, LLC
TRACKED
CIK 0001687832
$400.8M
AUM
156
positions
8
filings
latest Q2 2025
Coquina Private Wealth LLC
TRACKED
CIK 0002103792
$147.3M
AUM
101
positions
2
filings
latest Q2 2026
CORA CAPITAL ADVISORS LLC
TRACKED
CIK 0001964530
$356.3M
AUM
145
positions
8
filings
latest Q2 2026
Coral Wealth Management, LLC
TRACKED
CIK 0002135133
$89.4M
AUM
16
positions
1
filings
latest Q1 2026
Corbin Capital Partners, L.P.
TRACKED
CIK 0001509874
$61.3M
AUM
26
positions
8
filings
latest Q4 2024
CORBYN INVESTMENT MANAGEMENT INC/MD
TRACKED
CIK 0000919538
$300.2M
AUM
62
positions
8
filings
latest Q1 2026
CORDA Investment Management, LLC.
TRACKED
CIK 0001545812
$1.45B
AUM
80
positions
8
filings
latest Q1 2026
Cordant, Inc.
TRACKED
CIK 0001830942
$277.6M
AUM
353
positions
8
filings
latest Q2 2026
Cordatus Wealth Management LLC
TRACKED
CIK 0001715862
$455.3M
AUM
168
positions
8
filings
latest Q2 2026
Cordgrass Capital Advisors, LLC
TRACKED
CIK 0001912040
$427.0M
AUM
276
positions
12
filings
latest Q1 2026
Cordoba Advisory Partners LLC
TRACKED
CIK 0002067133
$471.8M
AUM
144
positions
2
filings
latest Q2 2026
Core Alternative Capital
TRACKED
CIK 0001776878
$338.7M
AUM
205
positions
8
filings
latest Q1 2026
Corebridge Financial, Inc. (CRBD, CRBG)
TRACKED
CIK 0001889539
$1.09B
AUM
3
positions
8
filings
latest Q1 2026
Corecam AG
TRACKED
CIK 0002110914
$117.1M
AUM
50
positions
2
filings
latest Q2 2026
Corecam Pte. Ltd.
TRACKED
CIK 0002106977
$264.1M
AUM
82
positions
2
filings
latest Q2 2026
CoreCap Advisors, LLC
TRACKED
CIK 0001902501
$3.39B
AUM
3,174
positions
2
filings
latest Q2 2026
CoreCommodity Management, LLC
TRACKED
CIK 0001301743
$537.9M
AUM
119
positions
12
filings
latest Q1 2026
CoreFirst Bank & Trust
TRACKED
CIK 0001845199
$188.6M
AUM
290
positions
8
filings
latest Q1 2026
COREPATH WEALTH PARTNERS LLC
TRACKED
CIK 0001845838
$160.3M
AUM
46
positions
8
filings
latest Q2 2026
CoreView Capital Management Ltd
TRACKED
CIK 0001842785
$472.8M
AUM
5
positions
12
filings
latest Q1 2026
Core Wealth Advisors, Inc.
TRACKED
CIK 0001770532
$419.0M
AUM
114
positions
12
filings
latest Q1 2026
CORE WEALTH ADVISORS, LLC
TRACKED
CIK 0002110114
$130.1M
AUM
33
positions
2
filings
latest Q1 2026
Core Wealth Management, Inc.
TRACKED
CIK 0001965150
$355.8M
AUM
42
positions
8
filings
latest Q2 2026
Core Wealth Partners LLC
TRACKED
CIK 0001965078
$234.7M
AUM
189
positions
13
filings
latest Q2 2026
Corient IA LLC
TRACKED
CIK 0002058426
$106.4M
AUM
279
positions
5
filings
latest Q1 2026
Corient Private Wealth LLC
TRACKED
CIK 0001948780
$69.90B
AUM
2,838
positions
14
filings
latest Q1 2026
Corigliano Investment Advisers, LLC
TRACKED
CIK 0002031771
$255.9M
AUM
37
positions
6
filings
latest Q1 2026
Cormorant Asset Management, LP
TRACKED
CIK 0001583977
$1.99B
AUM
46
positions
12
filings
latest Q1 2026
Cornell Pochily Investment Advisors, Inc.
TRACKED
CIK 0001736260
—
AUM
—
positions
8
filings
latest Q2 2026
CORNELL UNIVERSITY
TRACKED
CIK 0000315082
$3.4M
AUM
3
positions
2
filings
latest Q3 2024
CORNERCAP INVESTMENT COUNSEL INC
TRACKED
CIK 0001062938
$203.0M
AUM
151
positions
8
filings
latest Q4 2025
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
TRACKED
CIK 0002044324
$648.0M
AUM
134
positions
14
filings
latest Q1 2026
Cornerstone Advisors, LLC
TRACKED
CIK 0001775446
$2.72B
AUM
99
positions
12
filings
latest Q1 2026
Cornerstone Advisory, LLC
TRACKED
CIK 0001668189
$1.21B
AUM
273
positions
8
filings
latest Q2 2026
Cornerstone Capital, Inc.
TRACKED
CIK 0000819535
$1.00B
AUM
118
positions
12
filings
latest Q1 2026
CORNERSTONE ENTERPRISES, LLC
TRACKED
CIK 0001987314
$219.2M
AUM
42
positions
2
filings
latest Q2 2026
Cornerstone Financial Group, LLC /NE/
TRACKED
CIK 0002056783
$155.8M
AUM
73
positions
6
filings
latest Q1 2026
Cornerstone Financial Management LLC
TRACKED
CIK 0002110329
$109.0M
AUM
1,311
positions
2
filings
latest Q1 2026
Cornerstone Investment Partners, LLC
TRACKED
CIK 0001328062
$2.38B
AUM
291
positions
12
filings
latest Q1 2026
Cornerstone Management, Inc.
TRACKED
CIK 0001587867
$695.1M
AUM
67
positions
8
filings
latest Q2 2026
Cornerstone National Bank & Trust Co
TRACKED
CIK 0002104293
$295.9M
AUM
216
positions
2
filings
latest Q2 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001845620
$34.4M
AUM
6
positions
9
filings
latest Q2 2026
Cornerstone Planning Group LLC
TRACKED
CIK 0001822587
$794.1M
AUM
1,867
positions
13
filings
latest Q2 2026
Cornerstone Planning, LLC
TRACKED
CIK 0001802105
$432.3M
AUM
136
positions
4
filings
latest Q2 2026

Copos Capital S.a r.l.
TRACKED
CIK 0002111344
$143.2M
AUM
45
positions
1
filings
latest Q4 2025
Coppell Advisory Solutions Corp.
TRACKED
CIK 0001942379
$530.5M
AUM
266
positions
2
filings
latest Q1 2024
Coppell Advisory Solutions LLC
TRACKED
CIK 0001848433
$169.8M
AUM
39
positions
12
filings
latest Q1 2026
Copper Harbor Investment Advisors, LLC
TRACKED
CIK 0001808027
$472.4M
AUM
95
positions
1
filings
latest Q2 2026
Copperleaf Capital, LLC
TRACKED
CIK 0001802225
$208.6M
AUM
114
positions
8
filings
latest Q3 2025
Copperwood Asset Management LP
TRACKED
CIK 0002100569
$54.4M
AUM
1
positions
2
filings
latest Q1 2026
Copperwynd Financial, LLC
TRACKED
CIK 0001687832
$400.8M
AUM
156
positions
8
filings
latest Q2 2025
Coquina Private Wealth LLC
TRACKED
CIK 0002103792
$147.3M
AUM
101
positions
2
filings
latest Q2 2026
CORA CAPITAL ADVISORS LLC
TRACKED
CIK 0001964530
$356.3M
AUM
145
positions
8
filings
latest Q2 2026
Coral Wealth Management, LLC
TRACKED
CIK 0002135133
$89.4M
AUM
16
positions
1
filings
latest Q1 2026
Corbin Capital Partners, L.P.
TRACKED
CIK 0001509874
$61.3M
AUM
26
positions
8
filings
latest Q4 2024
CORBYN INVESTMENT MANAGEMENT INC/MD
TRACKED
CIK 0000919538
$300.2M
AUM
62
positions
8
filings
latest Q1 2026
CORDA Investment Management, LLC.
TRACKED
CIK 0001545812
$1.45B
AUM
80
positions
8
filings
latest Q1 2026
Cordant, Inc.
TRACKED
CIK 0001830942
$277.6M
AUM
353
positions
8
filings
latest Q2 2026
Cordatus Wealth Management LLC
TRACKED
CIK 0001715862
$455.3M
AUM
168
positions
8
filings
latest Q2 2026
Cordgrass Capital Advisors, LLC
TRACKED
CIK 0001912040
$427.0M
AUM
276
positions
12
filings
latest Q1 2026
Cordoba Advisory Partners LLC
TRACKED
CIK 0002067133
$471.8M
AUM
144
positions
2
filings
latest Q2 2026
Core Alternative Capital
TRACKED
CIK 0001776878
$338.7M
AUM
205
positions
8
filings
latest Q1 2026
Corebridge Financial, Inc. (CRBD, CRBG)
TRACKED
CIK 0001889539
$1.09B
AUM
3
positions
8
filings
latest Q1 2026
Corecam AG
TRACKED
CIK 0002110914
$117.1M
AUM
50
positions
2
filings
latest Q2 2026
Corecam Pte. Ltd.
TRACKED
CIK 0002106977
$264.1M
AUM
82
positions
2
filings
latest Q2 2026
CoreCap Advisors, LLC
TRACKED
CIK 0001902501
$3.39B
AUM
3,174
positions
2
filings
latest Q2 2026
CoreCommodity Management, LLC
TRACKED
CIK 0001301743
$537.9M
AUM
119
positions
12
filings
latest Q1 2026
CoreFirst Bank & Trust
TRACKED
CIK 0001845199
$188.6M
AUM
290
positions
8
filings
latest Q1 2026
COREPATH WEALTH PARTNERS LLC
TRACKED
CIK 0001845838
$160.3M
AUM
46
positions
8
filings
latest Q2 2026
CoreView Capital Management Ltd
TRACKED
CIK 0001842785
$472.8M
AUM
5
positions
12
filings
latest Q1 2026
Core Wealth Advisors, Inc.
TRACKED
CIK 0001770532
$419.0M
AUM
114
positions
12
filings
latest Q1 2026
CORE WEALTH ADVISORS, LLC
TRACKED
CIK 0002110114
$130.1M
AUM
33
positions
2
filings
latest Q1 2026
Core Wealth Management, Inc.
TRACKED
CIK 0001965150
$355.8M
AUM
42
positions
8
filings
latest Q2 2026
Core Wealth Partners LLC
TRACKED
CIK 0001965078
$234.7M
AUM
189
positions
13
filings
latest Q2 2026
Corient IA LLC
TRACKED
CIK 0002058426
$106.4M
AUM
279
positions
5
filings
latest Q1 2026
Corient Private Wealth LLC
TRACKED
CIK 0001948780
$69.90B
AUM
2,838
positions
14
filings
latest Q1 2026
Corigliano Investment Advisers, LLC
TRACKED
CIK 0002031771
$255.9M
AUM
37
positions
6
filings
latest Q1 2026
Cormorant Asset Management, LP
TRACKED
CIK 0001583977
$1.99B
AUM
46
positions
12
filings
latest Q1 2026
Cornell Pochily Investment Advisors, Inc.
TRACKED
CIK 0001736260
—
AUM
—
positions
8
filings
latest Q2 2026
CORNELL UNIVERSITY
TRACKED
CIK 0000315082
$3.4M
AUM
3
positions
2
filings
latest Q3 2024
CORNERCAP INVESTMENT COUNSEL INC
TRACKED
CIK 0001062938
$203.0M
AUM
151
positions
8
filings
latest Q4 2025
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
TRACKED
CIK 0002044324
$648.0M
AUM
134
positions
14
filings
latest Q1 2026
Cornerstone Advisors, LLC
TRACKED
CIK 0001775446
$2.72B
AUM
99
positions
12
filings
latest Q1 2026
Cornerstone Advisory, LLC
TRACKED
CIK 0001668189
$1.21B
AUM
273
positions
8
filings
latest Q2 2026
Cornerstone Capital, Inc.
TRACKED
CIK 0000819535
$1.00B
AUM
118
positions
12
filings
latest Q1 2026
CORNERSTONE ENTERPRISES, LLC
TRACKED
CIK 0001987314
$219.2M
AUM
42
positions
2
filings
latest Q2 2026
Cornerstone Financial Group, LLC /NE/
TRACKED
CIK 0002056783
$155.8M
AUM
73
positions
6
filings
latest Q1 2026
Cornerstone Financial Management LLC
TRACKED
CIK 0002110329
$109.0M
AUM
1,311
positions
2
filings
latest Q1 2026
Cornerstone Investment Partners, LLC
TRACKED
CIK 0001328062
$2.38B
AUM
291
positions
12
filings
latest Q1 2026
Cornerstone Management, Inc.
TRACKED
CIK 0001587867
$695.1M
AUM
67
positions
8
filings
latest Q2 2026
Cornerstone National Bank & Trust Co
TRACKED
CIK 0002104293
$295.9M
AUM
216
positions
2
filings
latest Q2 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001845620
$34.4M
AUM
6
positions
9
filings
latest Q2 2026
Cornerstone Planning Group LLC
TRACKED
CIK 0001822587
$794.1M
AUM
1,867
positions
13
filings
latest Q2 2026
Cornerstone Planning, LLC
TRACKED
CIK 0001802105
$432.3M
AUM
136
positions
4
filings
latest Q2 2026

Page 16 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

Copos Capital S.a r.l.

Coppell Advisory Solutions Corp.

Coppell Advisory Solutions LLC

Copper Harbor Investment Advisors, LLC

Copperleaf Capital, LLC

Copperwood Asset Management LP

Copperwynd Financial, LLC

Coquina Private Wealth LLC

CORA CAPITAL ADVISORS LLC

Coral Wealth Management, LLC

Corbin Capital Partners, L.P.

CORBYN INVESTMENT MANAGEMENT INC/MD

CORDA Investment Management, LLC.

Cordant, Inc.

Cordatus Wealth Management LLC

Cordgrass Capital Advisors, LLC

Cordoba Advisory Partners LLC

Core Alternative Capital

Corebridge Financial, Inc. (CRBD, CRBG)

Corecam AG

Corecam Pte. Ltd.

CoreCap Advisors, LLC

CoreCommodity Management, LLC

CoreFirst Bank & Trust

COREPATH WEALTH PARTNERS LLC

CoreView Capital Management Ltd

Core Wealth Advisors, Inc.

CORE WEALTH ADVISORS, LLC

Core Wealth Management, Inc.

Core Wealth Partners LLC

Corient IA LLC

Corient Private Wealth LLC

Corigliano Investment Advisers, LLC

Cormorant Asset Management, LP

Cornell Pochily Investment Advisors, Inc.

CORNELL UNIVERSITY

CORNERCAP INVESTMENT COUNSEL INC

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Cornerstone Advisors, LLC

Cornerstone Advisory, LLC

Cornerstone Capital, Inc.

CORNERSTONE ENTERPRISES, LLC

Cornerstone Financial Group, LLC /NE/

Cornerstone Financial Management LLC

Cornerstone Investment Partners, LLC

Cornerstone Management, Inc.

Cornerstone National Bank & Trust Co

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC

Cornerstone Planning Group LLC

Cornerstone Planning, LLC