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Filers

448 institutions on file

All A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Capital Advisor Network LLC
TRACKED
CIK 0002131047
$85.1M
AUM
149
positions
1
filings
latest Q1 2026
Capital Analysts, LLC
TRACKED
CIK 0001624758
—
AUM
—
positions
2
filings
latest Q1 2026
CapitalatWork S.A.
TRACKED
CIK 0002135126
$3.3M
AUM
91
positions
1
filings
latest Q1 2026
CAPITAL COUNSEL LLC/NY
TRACKED
CIK 0001114928
$2.35B
AUM
62
positions
4
filings
latest Q1 2026
Capital CS Group, LLC
TRACKED
CIK 0001830008
$48.6M
AUM
60
positions
4
filings
latest Q1 2026
Capital Developers, LLC
TRACKED
CIK 0002105385
$111.0M
AUM
52
positions
2
filings
latest Q1 2026
CAPITAL FUND MANAGEMENT S.A.
TRACKED
CIK 0001323645
$22.12B
AUM
1,112
positions
4
filings
latest Q1 2026
Capital Group Investment Management Pte. Ltd.
TRACKED
CIK 0001939970
$585.0M
AUM
140
positions
4
filings
latest Q1 2026
Capital Group Private Client Services, Inc.
TRACKED
CIK 0001857666
$5.93B
AUM
240
positions
4
filings
latest Q1 2026
Capital Impact Advisors, LLC
TRACKED
CIK 0001602198
$247.5M
AUM
30
positions
4
filings
latest Q1 2026
Capital Innovations LLC
TRACKED
CIK 0001596076
$399,164
AUM
53
positions
4
filings
latest Q1 2026
Capital International, Inc./CA/
TRACKED
CIK 0000895213
$12.97B
AUM
303
positions
4
filings
latest Q1 2026
Capital International Investors
TRACKED
CIK 0001562230
$426.52B
AUM
438
positions
4
filings
latest Q1 2026
CAPITAL INTERNATIONAL LTD /CA/
TRACKED
CIK 0001065350
$2.70B
AUM
146
positions
4
filings
latest Q1 2026
Capital International Sarl
TRACKED
CIK 0001065349
$6.11B
AUM
287
positions
4
filings
latest Q1 2026
Capital Markets Trading UK LLP
TRACKED
CIK 0001719165
$8.0M
AUM
312
positions
3
filings
latest Q1 2026
Capital Planning Advisors, LLC
TRACKED
CIK 0001631941
$691.6M
AUM
146
positions
4
filings
latest Q1 2026
CAPITAL & PLANNING, LLC
TRACKED
CIK 0002053750
$164.8M
AUM
172
positions
4
filings
latest Q1 2026
Capital Research Global Investors
TRACKED
CIK 0001422848
$644.56B
AUM
459
positions
4
filings
latest Q1 2026
Capital Square, LLC
TRACKED
CIK 0001798736
$216.9M
AUM
226
positions
4
filings
latest Q1 2026
Capital Wealth Alliance, LLC
TRACKED
CIK 0001803277
$221.3M
AUM
92
positions
4
filings
latest Q1 2026
Capital Wealth Planning, LLC
TRACKED
CIK 0001566728
$18.13B
AUM
151
positions
4
filings
latest Q1 2026
Capital World Investors
TRACKED
CIK 0001422849
$732.94B
AUM
620
positions
4
filings
latest Q1 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC
TRACKED
CIK 0002094379
$15.72B
AUM
329
positions
4
filings
latest Q1 2026
Capricorn Investment Group LLC
TRACKED
CIK 0001536261
$601.5M
AUM
7
positions
4
filings
latest Q1 2026
Caprock Group, LLC
TRACKED
CIK 0001610769
$4.12B
AUM
1,109
positions
4
filings
latest Q1 2026
Capstone Financial Advisors, Inc.
TRACKED
CIK 0001599217
$1.86B
AUM
185
positions
4
filings
latest Q1 2026
CAPSTONE INVESTMENT ADVISORS, LLC
TRACKED
CIK 0001426196
$57.41B
AUM
1,002
positions
4
filings
latest Q1 2026
Capstone Wealth Management, Inc.
TRACKED
CIK 0002112205
$117.9M
AUM
38
positions
2
filings
latest Q1 2026
Caption Management, LLC
TRACKED
CIK 0001706766
$17.12B
AUM
895
positions
4
filings
latest Q1 2026
CAPTRUST FINANCIAL ADVISORS
TRACKED
CIK 0001512024
$57.30B
AUM
2,931
positions
4
filings
latest Q1 2026
Capula Management Ltd
TRACKED
CIK 0001557017
$14.06B
AUM
474
positions
4
filings
latest Q1 2026
Carbahal Olsen Financial Services Group, LLC
TRACKED
CIK 0002052538
$125.1M
AUM
37
positions
4
filings
latest Q1 2026
CARDIFF PARK ADVISORS, LLC
TRACKED
CIK 0001910000
$1.25B
AUM
372
positions
4
filings
latest Q1 2026
Carl P. Sherr & Co., LLC
TRACKED
CIK 0001818535
$212.8M
AUM
124
positions
4
filings
latest Q1 2026
Carlyle Group Inc. (CG, CGABL)
TRACKED
CIK 0001527166
$10.62B
AUM
20
positions
4
filings
latest Q1 2026
Carmenna Advisors LLC
TRACKED
CIK 0001829805
—
AUM
1
positions
4
filings
latest Q1 2026
CARNEGIE MELLON UNIVERSITY
TRACKED
CIK 0001039067
$64.3M
AUM
5
positions
4
filings
latest Q1 2026
CARRET ASSET MANAGEMENT, LLC
TRACKED
CIK 0000791490
$1.02B
AUM
293
positions
4
filings
latest Q1 2026
Carr Financial Group Corp
TRACKED
CIK 0001931232
$379.1M
AUM
174
positions
4
filings
latest Q1 2026
Carrhae Capital LLP
TRACKED
CIK 0001555254
$3.34B
AUM
27
positions
3
filings
latest Q1 2026
Carroll Investors, Inc
TRACKED
CIK 0001911400
$187.1M
AUM
31
positions
4
filings
latest Q1 2026
CARRONADE CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001866872
$7.65B
AUM
28
positions
3
filings
latest Q1 2026
Carson Advisory Inc.
TRACKED
CIK 0001909304
—
AUM
—
positions
4
filings
latest Q1 2026
Cartenna Capital, LP
TRACKED
CIK 0001808928
$2.74B
AUM
47
positions
4
filings
latest Q1 2026
Carter Financial, LLC
TRACKED
CIK 0002115533
$115.0M
AUM
28
positions
2
filings
latest Q1 2026
Cascade Financial Partners, LLC
TRACKED
CIK 0002021208
$970.2M
AUM
263
positions
4
filings
latest Q1 2026
CASCADE INVESTMENT GROUP, INC.
TRACKED
CIK 0000919447
$151.9M
AUM
147
positions
4
filings
latest Q1 2026
Cascades Capital Asset Management, LLC
TRACKED
CIK 0002035512
$238.6M
AUM
158
positions
4
filings
latest Q1 2026
Cascade Wealth Advisors, Inc
TRACKED
CIK 0002018936
$227.7M
AUM
60
positions
4
filings
latest Q1 2026

Capital Advisor Network LLC
TRACKED
CIK 0002131047
$85.1M
AUM
149
positions
1
filings
latest Q1 2026
Capital Analysts, LLC
TRACKED
CIK 0001624758
—
AUM
—
positions
2
filings
latest Q1 2026
CapitalatWork S.A.
TRACKED
CIK 0002135126
$3.3M
AUM
91
positions
1
filings
latest Q1 2026
CAPITAL COUNSEL LLC/NY
TRACKED
CIK 0001114928
$2.35B
AUM
62
positions
4
filings
latest Q1 2026
Capital CS Group, LLC
TRACKED
CIK 0001830008
$48.6M
AUM
60
positions
4
filings
latest Q1 2026
Capital Developers, LLC
TRACKED
CIK 0002105385
$111.0M
AUM
52
positions
2
filings
latest Q1 2026
CAPITAL FUND MANAGEMENT S.A.
TRACKED
CIK 0001323645
$22.12B
AUM
1,112
positions
4
filings
latest Q1 2026
Capital Group Investment Management Pte. Ltd.
TRACKED
CIK 0001939970
$585.0M
AUM
140
positions
4
filings
latest Q1 2026
Capital Group Private Client Services, Inc.
TRACKED
CIK 0001857666
$5.93B
AUM
240
positions
4
filings
latest Q1 2026
Capital Impact Advisors, LLC
TRACKED
CIK 0001602198
$247.5M
AUM
30
positions
4
filings
latest Q1 2026
Capital Innovations LLC
TRACKED
CIK 0001596076
$399,164
AUM
53
positions
4
filings
latest Q1 2026
Capital International, Inc./CA/
TRACKED
CIK 0000895213
$12.97B
AUM
303
positions
4
filings
latest Q1 2026
Capital International Investors
TRACKED
CIK 0001562230
$426.52B
AUM
438
positions
4
filings
latest Q1 2026
CAPITAL INTERNATIONAL LTD /CA/
TRACKED
CIK 0001065350
$2.70B
AUM
146
positions
4
filings
latest Q1 2026
Capital International Sarl
TRACKED
CIK 0001065349
$6.11B
AUM
287
positions
4
filings
latest Q1 2026
Capital Markets Trading UK LLP
TRACKED
CIK 0001719165
$8.0M
AUM
312
positions
3
filings
latest Q1 2026
Capital Planning Advisors, LLC
TRACKED
CIK 0001631941
$691.6M
AUM
146
positions
4
filings
latest Q1 2026
CAPITAL & PLANNING, LLC
TRACKED
CIK 0002053750
$164.8M
AUM
172
positions
4
filings
latest Q1 2026
Capital Research Global Investors
TRACKED
CIK 0001422848
$644.56B
AUM
459
positions
4
filings
latest Q1 2026
Capital Square, LLC
TRACKED
CIK 0001798736
$216.9M
AUM
226
positions
4
filings
latest Q1 2026
Capital Wealth Alliance, LLC
TRACKED
CIK 0001803277
$221.3M
AUM
92
positions
4
filings
latest Q1 2026
Capital Wealth Planning, LLC
TRACKED
CIK 0001566728
$18.13B
AUM
151
positions
4
filings
latest Q1 2026
Capital World Investors
TRACKED
CIK 0001422849
$732.94B
AUM
620
positions
4
filings
latest Q1 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC
TRACKED
CIK 0002094379
$15.72B
AUM
329
positions
4
filings
latest Q1 2026
Capricorn Investment Group LLC
TRACKED
CIK 0001536261
$601.5M
AUM
7
positions
4
filings
latest Q1 2026
Caprock Group, LLC
TRACKED
CIK 0001610769
$4.12B
AUM
1,109
positions
4
filings
latest Q1 2026
Capstone Financial Advisors, Inc.
TRACKED
CIK 0001599217
$1.86B
AUM
185
positions
4
filings
latest Q1 2026
CAPSTONE INVESTMENT ADVISORS, LLC
TRACKED
CIK 0001426196
$57.41B
AUM
1,002
positions
4
filings
latest Q1 2026
Capstone Wealth Management, Inc.
TRACKED
CIK 0002112205
$117.9M
AUM
38
positions
2
filings
latest Q1 2026
Caption Management, LLC
TRACKED
CIK 0001706766
$17.12B
AUM
895
positions
4
filings
latest Q1 2026
CAPTRUST FINANCIAL ADVISORS
TRACKED
CIK 0001512024
$57.30B
AUM
2,931
positions
4
filings
latest Q1 2026
Capula Management Ltd
TRACKED
CIK 0001557017
$14.06B
AUM
474
positions
4
filings
latest Q1 2026
Carbahal Olsen Financial Services Group, LLC
TRACKED
CIK 0002052538
$125.1M
AUM
37
positions
4
filings
latest Q1 2026
CARDIFF PARK ADVISORS, LLC
TRACKED
CIK 0001910000
$1.25B
AUM
372
positions
4
filings
latest Q1 2026
Carl P. Sherr & Co., LLC
TRACKED
CIK 0001818535
$212.8M
AUM
124
positions
4
filings
latest Q1 2026
Carlyle Group Inc. (CG, CGABL)
TRACKED
CIK 0001527166
$10.62B
AUM
20
positions
4
filings
latest Q1 2026
Carmenna Advisors LLC
TRACKED
CIK 0001829805
—
AUM
1
positions
4
filings
latest Q1 2026
CARNEGIE MELLON UNIVERSITY
TRACKED
CIK 0001039067
$64.3M
AUM
5
positions
4
filings
latest Q1 2026
CARRET ASSET MANAGEMENT, LLC
TRACKED
CIK 0000791490
$1.02B
AUM
293
positions
4
filings
latest Q1 2026
Carr Financial Group Corp
TRACKED
CIK 0001931232
$379.1M
AUM
174
positions
4
filings
latest Q1 2026
Carrhae Capital LLP
TRACKED
CIK 0001555254
$3.34B
AUM
27
positions
3
filings
latest Q1 2026
Carroll Investors, Inc
TRACKED
CIK 0001911400
$187.1M
AUM
31
positions
4
filings
latest Q1 2026
CARRONADE CAPITAL MANAGEMENT, LP
TRACKED
CIK 0001866872
$7.65B
AUM
28
positions
3
filings
latest Q1 2026
Carson Advisory Inc.
TRACKED
CIK 0001909304
—
AUM
—
positions
4
filings
latest Q1 2026
Cartenna Capital, LP
TRACKED
CIK 0001808928
$2.74B
AUM
47
positions
4
filings
latest Q1 2026
Carter Financial, LLC
TRACKED
CIK 0002115533
$115.0M
AUM
28
positions
2
filings
latest Q1 2026
Cascade Financial Partners, LLC
TRACKED
CIK 0002021208
$970.2M
AUM
263
positions
4
filings
latest Q1 2026
CASCADE INVESTMENT GROUP, INC.
TRACKED
CIK 0000919447
$151.9M
AUM
147
positions
4
filings
latest Q1 2026
Cascades Capital Asset Management, LLC
TRACKED
CIK 0002035512
$238.6M
AUM
158
positions
4
filings
latest Q1 2026
Cascade Wealth Advisors, Inc
TRACKED
CIK 0002018936
$227.7M
AUM
60
positions
4
filings
latest Q1 2026

Page 2 of 9

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