Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Cornerstone Retirement Group, Inc.
TRACKED
CIK 0001791803
$349.8M
AUM
33
positions
8
filings
latest Q3 2023
Cornerstone Select Advisors, LLC
TRACKED
CIK 0002055366
$159.7M
AUM
124
positions
6
filings
latest Q1 2026
Cornerstone Wealth Advisors, Inc.
TRACKED
CIK 0001862176
$477.2M
AUM
55
positions
13
filings
latest Q2 2026
Cornerstone Wealth Group, LLC
TRACKED
CIK 0001774879
$1.69B
AUM
496
positions
14
filings
latest Q2 2026
Cornerstone Wealth, LLC/TN
TRACKED
CIK 0002135644
$197.7M
AUM
102
positions
2
filings
latest Q2 2026
Cornerstone Wealth Management, LLC
TRACKED
CIK 0001674117
$2.33B
AUM
745
positions
13
filings
latest Q2 2026
Cornerstone Wealth Partners, LLC
TRACKED
CIK 0002109292
$176.3M
AUM
19
positions
2
filings
latest Q1 2026
Coronation Fund Managers Ltd.
TRACKED
CIK 0001594320
$2.62B
AUM
48
positions
14
filings
latest Q2 2026
Corps Capital Advisors, LLC
TRACKED
CIK 0002054234
$124.0M
AUM
99
positions
7
filings
latest Q2 2026
CORRADO ADVISORS, LLC
TRACKED
CIK 0001482611
$217.3M
AUM
120
positions
13
filings
latest Q2 2026
CORRECT CAPITAL WEALTH MANAGEMENT
TRACKED
CIK 0001844835
$535.7M
AUM
109
positions
2
filings
latest Q1 2026
Corre Partners Management, LLC
TRACKED
CIK 0001537323
$64.9M
AUM
3
positions
12
filings
latest Q1 2026
Corriente Advisors, LLC
TRACKED
CIK 0001406718
$9.5M
AUM
3
positions
8
filings
latest Q4 2023
Corrigan Financial, Inc.
TRACKED
CIK 0001990951
$485.4M
AUM
44
positions
8
filings
latest Q1 2025
CORSAIR CAPITAL MANAGEMENT, L.P.
TRACKED
CIK 0001276470
$673.0M
AUM
151
positions
16
filings
latest Q1 2026
Corsicana & Co.
TRACKED
CIK 0001869923
$206.4M
AUM
309
positions
9
filings
latest Q2 2026
CORTLAND ASSOCIATES INC/MO
TRACKED
CIK 0001014315
$691.8M
AUM
62
positions
13
filings
latest Q2 2026
Corton Capital Inc.
TRACKED
CIK 0001910417
$40.7M
AUM
189
positions
10
filings
latest Q3 2025
Corundum Group, Inc.
TRACKED
CIK 0001486083
$299.2M
AUM
108
positions
12
filings
latest Q1 2026
Corundum Trust Company, INC
TRACKED
CIK 0001987720
$37.4M
AUM
28
positions
11
filings
latest Q2 2026
Corus Family Wealth Advisors
TRACKED
CIK 0001894830
$122.8M
AUM
69
positions
2
filings
latest Q1 2026
Corvex Management LP
TRACKED
CIK 0001535472
$2.52B
AUM
25
positions
13
filings
latest Q1 2026
Cosmic Management, LLC
TRACKED
CIK 0002113747
$228.8M
AUM
4
positions
2
filings
latest Q1 2026
Cosner Financial Group, LLC
TRACKED
CIK 0001674627
$182.1M
AUM
34
positions
12
filings
latest Q1 2026
Costello Asset Management, INC
TRACKED
CIK 0001760145
$333.2M
AUM
710
positions
13
filings
latest Q2 2026
Coston, McIsaac & Partners
TRACKED
CIK 0001945037
$443,059
AUM
941
positions
12
filings
latest Q1 2026
Cota Capital Management, LLC
TRACKED
CIK 0001801577
—
AUM
1
positions
11
filings
latest Q4 2025
Cottage Street Advisors LLC
TRACKED
CIK 0001665302
$258.6M
AUM
149
positions
13
filings
latest Q2 2026
COTTONWOOD CAPITAL ADVISORS, LLC
TRACKED
CIK 0001903321
$165.9M
AUM
88
positions
13
filings
latest Q2 2026
Coulter & Justus Financial Services, LLC
TRACKED
CIK 0001841767
—
AUM
—
positions
8
filings
latest Q1 2024
Councilmark Asset Management, LLC
TRACKED
CIK 0002022076
$174.3M
AUM
85
positions
2
filings
latest Q1 2026
Council Ring Capital, LLC
TRACKED
CIK 0001984078
—
AUM
1
positions
12
filings
latest Q1 2026
Counterpoint Mutual Funds LLC
TRACKED
CIK 0001698461
$1.01B
AUM
295
positions
14
filings
latest Q2 2026
Counterweight Ventures, LLC
TRACKED
CIK 0002012467
$200.6M
AUM
81
positions
2
filings
latest Q2 2026
COUNTRY CLUB BANK
TRACKED
CIK 0000824325
$1.69B
AUM
325
positions
10
filings
latest Q3 2025
COUNTRY TRUST BANK
TRACKED
CIK 0001209324
$5.71B
AUM
628
positions
14
filings
latest Q2 2026
COURAGE CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001119376
$70,624
AUM
14
positions
12
filings
latest Q1 2026
Courage Miller Partners, LLC
TRACKED
CIK 0001482106
$379.0M
AUM
87
positions
13
filings
latest Q2 2026
Courant Investment Management LLC
TRACKED
CIK 0001695426
$103.0M
AUM
7
positions
13
filings
latest Q2 2026
COURIER CAPITAL LLC
TRACKED
CIK 0001015247
$2.00B
AUM
399
positions
14
filings
latest Q2 2026
Court Place Advisors, LLC
TRACKED
CIK 0001566113
$332.1M
AUM
147
positions
11
filings
latest Q3 2025
Coury Firm Asset Management LLC
TRACKED
CIK 0001921396
$62.6M
AUM
48
positions
8
filings
latest Q3 2023
Covalent Partners LLC
TRACKED
CIK 0001531611
$17.6M
AUM
16
positions
13
filings
latest Q1 2026
Covalis Capital LLP
TRACKED
CIK 0001698819
$1.63B
AUM
122
positions
13
filings
latest Q1 2026
Covalis (Gibraltar) Ltd
TRACKED
CIK 0001876826
$22.5M
AUM
2
positions
12
filings
latest Q1 2026
Covea Finance
TRACKED
CIK 0001636948
$3.17B
AUM
153
positions
13
filings
latest Q2 2026
Covenant Asset Management, LLC
TRACKED
CIK 0001697717
$594.6M
AUM
147
positions
13
filings
latest Q2 2026
Covenant Partners, LLC
TRACKED
CIK 0001302739
—
AUM
1
positions
14
filings
latest Q2 2026
Cove Private Wealth, LLC
TRACKED
CIK 0002015131
$517.7M
AUM
207
positions
11
filings
latest Q2 2026
Covestor Ltd
TRACKED
CIK 0001909846
—
AUM
—
positions
12
filings
latest Q1 2026

Cornerstone Retirement Group, Inc.
TRACKED
CIK 0001791803
$349.8M
AUM
33
positions
8
filings
latest Q3 2023
Cornerstone Select Advisors, LLC
TRACKED
CIK 0002055366
$159.7M
AUM
124
positions
6
filings
latest Q1 2026
Cornerstone Wealth Advisors, Inc.
TRACKED
CIK 0001862176
$477.2M
AUM
55
positions
13
filings
latest Q2 2026
Cornerstone Wealth Group, LLC
TRACKED
CIK 0001774879
$1.69B
AUM
496
positions
14
filings
latest Q2 2026
Cornerstone Wealth, LLC/TN
TRACKED
CIK 0002135644
$197.7M
AUM
102
positions
2
filings
latest Q2 2026
Cornerstone Wealth Management, LLC
TRACKED
CIK 0001674117
$2.33B
AUM
745
positions
13
filings
latest Q2 2026
Cornerstone Wealth Partners, LLC
TRACKED
CIK 0002109292
$176.3M
AUM
19
positions
2
filings
latest Q1 2026
Coronation Fund Managers Ltd.
TRACKED
CIK 0001594320
$2.62B
AUM
48
positions
14
filings
latest Q2 2026
Corps Capital Advisors, LLC
TRACKED
CIK 0002054234
$124.0M
AUM
99
positions
7
filings
latest Q2 2026
CORRADO ADVISORS, LLC
TRACKED
CIK 0001482611
$217.3M
AUM
120
positions
13
filings
latest Q2 2026
CORRECT CAPITAL WEALTH MANAGEMENT
TRACKED
CIK 0001844835
$535.7M
AUM
109
positions
2
filings
latest Q1 2026
Corre Partners Management, LLC
TRACKED
CIK 0001537323
$64.9M
AUM
3
positions
12
filings
latest Q1 2026
Corriente Advisors, LLC
TRACKED
CIK 0001406718
$9.5M
AUM
3
positions
8
filings
latest Q4 2023
Corrigan Financial, Inc.
TRACKED
CIK 0001990951
$485.4M
AUM
44
positions
8
filings
latest Q1 2025
CORSAIR CAPITAL MANAGEMENT, L.P.
TRACKED
CIK 0001276470
$673.0M
AUM
151
positions
16
filings
latest Q1 2026
Corsicana & Co.
TRACKED
CIK 0001869923
$206.4M
AUM
309
positions
9
filings
latest Q2 2026
CORTLAND ASSOCIATES INC/MO
TRACKED
CIK 0001014315
$691.8M
AUM
62
positions
13
filings
latest Q2 2026
Corton Capital Inc.
TRACKED
CIK 0001910417
$40.7M
AUM
189
positions
10
filings
latest Q3 2025
Corundum Group, Inc.
TRACKED
CIK 0001486083
$299.2M
AUM
108
positions
12
filings
latest Q1 2026
Corundum Trust Company, INC
TRACKED
CIK 0001987720
$37.4M
AUM
28
positions
11
filings
latest Q2 2026
Corus Family Wealth Advisors
TRACKED
CIK 0001894830
$122.8M
AUM
69
positions
2
filings
latest Q1 2026
Corvex Management LP
TRACKED
CIK 0001535472
$2.52B
AUM
25
positions
13
filings
latest Q1 2026
Cosmic Management, LLC
TRACKED
CIK 0002113747
$228.8M
AUM
4
positions
2
filings
latest Q1 2026
Cosner Financial Group, LLC
TRACKED
CIK 0001674627
$182.1M
AUM
34
positions
12
filings
latest Q1 2026
Costello Asset Management, INC
TRACKED
CIK 0001760145
$333.2M
AUM
710
positions
13
filings
latest Q2 2026
Coston, McIsaac & Partners
TRACKED
CIK 0001945037
$443,059
AUM
941
positions
12
filings
latest Q1 2026
Cota Capital Management, LLC
TRACKED
CIK 0001801577
—
AUM
1
positions
11
filings
latest Q4 2025
Cottage Street Advisors LLC
TRACKED
CIK 0001665302
$258.6M
AUM
149
positions
13
filings
latest Q2 2026
COTTONWOOD CAPITAL ADVISORS, LLC
TRACKED
CIK 0001903321
$165.9M
AUM
88
positions
13
filings
latest Q2 2026
Coulter & Justus Financial Services, LLC
TRACKED
CIK 0001841767
—
AUM
—
positions
8
filings
latest Q1 2024
Councilmark Asset Management, LLC
TRACKED
CIK 0002022076
$174.3M
AUM
85
positions
2
filings
latest Q1 2026
Council Ring Capital, LLC
TRACKED
CIK 0001984078
—
AUM
1
positions
12
filings
latest Q1 2026
Counterpoint Mutual Funds LLC
TRACKED
CIK 0001698461
$1.01B
AUM
295
positions
14
filings
latest Q2 2026
Counterweight Ventures, LLC
TRACKED
CIK 0002012467
$200.6M
AUM
81
positions
2
filings
latest Q2 2026
COUNTRY CLUB BANK
TRACKED
CIK 0000824325
$1.69B
AUM
325
positions
10
filings
latest Q3 2025
COUNTRY TRUST BANK
TRACKED
CIK 0001209324
$5.71B
AUM
628
positions
14
filings
latest Q2 2026
COURAGE CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001119376
$70,624
AUM
14
positions
12
filings
latest Q1 2026
Courage Miller Partners, LLC
TRACKED
CIK 0001482106
$379.0M
AUM
87
positions
13
filings
latest Q2 2026
Courant Investment Management LLC
TRACKED
CIK 0001695426
$103.0M
AUM
7
positions
13
filings
latest Q2 2026
COURIER CAPITAL LLC
TRACKED
CIK 0001015247
$2.00B
AUM
399
positions
14
filings
latest Q2 2026
Court Place Advisors, LLC
TRACKED
CIK 0001566113
$332.1M
AUM
147
positions
11
filings
latest Q3 2025
Coury Firm Asset Management LLC
TRACKED
CIK 0001921396
$62.6M
AUM
48
positions
8
filings
latest Q3 2023
Covalent Partners LLC
TRACKED
CIK 0001531611
$17.6M
AUM
16
positions
13
filings
latest Q1 2026
Covalis Capital LLP
TRACKED
CIK 0001698819
$1.63B
AUM
122
positions
13
filings
latest Q1 2026
Covalis (Gibraltar) Ltd
TRACKED
CIK 0001876826
$22.5M
AUM
2
positions
12
filings
latest Q1 2026
Covea Finance
TRACKED
CIK 0001636948
$3.17B
AUM
153
positions
13
filings
latest Q2 2026
Covenant Asset Management, LLC
TRACKED
CIK 0001697717
$594.6M
AUM
147
positions
13
filings
latest Q2 2026
Covenant Partners, LLC
TRACKED
CIK 0001302739
—
AUM
1
positions
14
filings
latest Q2 2026
Cove Private Wealth, LLC
TRACKED
CIK 0002015131
$517.7M
AUM
207
positions
11
filings
latest Q2 2026
Covestor Ltd
TRACKED
CIK 0001909846
—
AUM
—
positions
12
filings
latest Q1 2026

Page 17 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

Cornerstone Retirement Group, Inc.

Cornerstone Select Advisors, LLC

Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Group, LLC

Cornerstone Wealth, LLC/TN

Cornerstone Wealth Management, LLC

Cornerstone Wealth Partners, LLC

Coronation Fund Managers Ltd.

Corps Capital Advisors, LLC

CORRADO ADVISORS, LLC

CORRECT CAPITAL WEALTH MANAGEMENT

Corre Partners Management, LLC

Corriente Advisors, LLC

Corrigan Financial, Inc.

CORSAIR CAPITAL MANAGEMENT, L.P.

Corsicana & Co.

CORTLAND ASSOCIATES INC/MO

Corton Capital Inc.

Corundum Group, Inc.

Corundum Trust Company, INC

Corus Family Wealth Advisors

Corvex Management LP

Cosmic Management, LLC

Cosner Financial Group, LLC

Costello Asset Management, INC

Coston, McIsaac & Partners

Cota Capital Management, LLC

Cottage Street Advisors LLC

COTTONWOOD CAPITAL ADVISORS, LLC

Coulter & Justus Financial Services, LLC

Councilmark Asset Management, LLC

Council Ring Capital, LLC

Counterpoint Mutual Funds LLC

Counterweight Ventures, LLC

COUNTRY CLUB BANK

COUNTRY TRUST BANK

COURAGE CAPITAL MANAGEMENT LLC

Courage Miller Partners, LLC

Courant Investment Management LLC

COURIER CAPITAL LLC

Court Place Advisors, LLC

Coury Firm Asset Management LLC

Covalent Partners LLC

Covalis Capital LLP

Covalis (Gibraltar) Ltd

Covea Finance

Covenant Asset Management, LLC

Covenant Partners, LLC

Cove Private Wealth, LLC

Covestor Ltd