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Filers

159 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

White & Co Financial Planning Inc
TRACKED
CIK 0002039300
—
AUM
—
positions
4
filings
latest Q1 2026
Whitefort Capital Management, LP
TRACKED
CIK 0001884931
$339.1M
AUM
20
positions
3
filings
latest Q1 2026
White Knight Strategic Wealth Advisors, LLC
TRACKED
CIK 0001904677
—
AUM
—
positions
4
filings
latest Q1 2026
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
TRACKED
CIK 0000776867
$313.4M
AUM
2
positions
4
filings
latest Q1 2026
WHITE PINE CAPITAL LLC
TRACKED
CIK 0001137429
$355.2M
AUM
228
positions
4
filings
latest Q1 2026
Whitford Management LLC
TRACKED
CIK 0001957726
$97.9M
AUM
22
positions
4
filings
latest Q1 2026
Wick Capital Partners, LLC
TRACKED
CIK 0001904388
—
AUM
—
positions
3
filings
latest Q1 2026
Widmann Financial Services, Inc.
TRACKED
CIK 0001906640
—
AUM
—
positions
4
filings
latest Q1 2026
Wilkerson Advisory Group LLC
TRACKED
CIK 0002079661
—
AUM
—
positions
2
filings
latest Q1 2026
WILKINS INVESTMENT COUNSEL INC
TRACKED
CIK 0001276853
$698.2M
AUM
119
positions
4
filings
latest Q1 2026
Wilkinson Global Asset Management LLC
TRACKED
CIK 0001764000
$1.31B
AUM
60
positions
4
filings
latest Q1 2026
William Allan Corp
TRACKED
CIK 0001910961
$169.0M
AUM
59
positions
4
filings
latest Q1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
TRACKED
CIK 0001644956
$30.26B
AUM
413
positions
4
filings
latest Q1 2026
William Marsh Rice University
TRACKED
CIK 0001674705
$220.6M
AUM
2
positions
4
filings
latest Q1 2026
Williamson Legacy Group, LLC
TRACKED
CIK 0002011965
—
AUM
—
positions
4
filings
latest Q1 2026
Wills Financial Group LLC
TRACKED
CIK 0002059579
$265.3M
AUM
75
positions
4
filings
latest Q1 2026
Wilmar Advisors LLC
TRACKED
CIK 0002052481
$115.7M
AUM
27
positions
4
filings
latest Q1 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
TRACKED
CIK 0001914472
$354.0M
AUM
43
positions
4
filings
latest Q1 2026
Wilson & Boucher Capital Management, LLC
TRACKED
CIK 0001903579
$150.7M
AUM
114
positions
4
filings
latest Q1 2026
WIM INVESTMENT MANAGEMENT Ltd
TRACKED
CIK 0002042565
—
AUM
—
positions
4
filings
latest Q1 2026
WIMMER ASSOCIATES 1, LLC
TRACKED
CIK 0001667019
$204.7M
AUM
110
positions
4
filings
latest Q1 2026
WINDACRE PARTNERSHIP LLC
TRACKED
CIK 0001599383
$9.34B
AUM
11
positions
4
filings
latest Q1 2026
Windle Wealth, LLC
TRACKED
CIK 0001963452
$236.7M
AUM
32
positions
4
filings
latest Q1 2026
Windmill Hill Asset Management Ltd
TRACKED
CIK 0001831132
—
AUM
—
positions
4
filings
latest Q1 2026
Wind River Trust Co
TRACKED
CIK 0001657703
$265.2M
AUM
11
positions
4
filings
latest Q1 2026
Windsor Advisory Group, LLC
TRACKED
CIK 0001739953
$119.7M
AUM
82
positions
4
filings
latest Q1 2026
WINDWARD CAPITAL MANAGEMENT CO /CA
TRACKED
CIK 0001078635
$1.23B
AUM
69
positions
4
filings
latest Q1 2026
Windward Management LP
TRACKED
CIK 0001880817
$130.1M
AUM
7
positions
2
filings
latest Q1 2026
WINNOW WEALTH LLC
TRACKED
CIK 0002079687
$129.6M
AUM
123
positions
4
filings
latest Q1 2026
Winslow Capital Management, LLC
TRACKED
CIK 0000900973
—
AUM
—
positions
4
filings
latest Q1 2026
Winthrop Partners - WNY, LLC
TRACKED
CIK 0001734109
$187.7M
AUM
87
positions
4
filings
latest Q1 2026
WINTON GROUP Ltd
TRACKED
CIK 0001612063
$2.85B
AUM
1,080
positions
4
filings
latest Q1 2026
WIREGRASS INVESTMENT MANAGEMENT LLC
TRACKED
CIK 0002109460
$120.6M
AUM
96
positions
2
filings
latest Q1 2026
WISCONSIN CAPITAL MANAGEMENT LLC
TRACKED
CIK 0000926833
$182.2M
AUM
51
positions
4
filings
latest Q1 2026
Wishbone Management, LP
TRACKED
CIK 0001777734
$135.6M
AUM
4
positions
4
filings
latest Q1 2026
WIT, LLC
TRACKED
CIK 0001840025
$5.30B
AUM
22
positions
4
filings
latest Q1 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0001697790
$269.0M
AUM
74
positions
4
filings
latest Q1 2026
WNY Asset Management, LLC
TRACKED
CIK 0001803296
$967.1M
AUM
249
positions
4
filings
latest Q1 2026
Wolf Hill Capital Management, LP
TRACKED
CIK 0001785988
$1.03B
AUM
22
positions
3
filings
latest Q1 2026
Wolfswood Holdings, LLC
TRACKED
CIK 0001835700
$2.8M
AUM
4
positions
4
filings
latest Q1 2026
Womack Financial LLC
TRACKED
CIK 0002107079
—
AUM
—
positions
2
filings
latest Q1 2026
Woodbridge CO LTD
TRACKED
CIK 0001397960
$27.81B
AUM
46
positions
4
filings
latest Q1 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
TRACKED
CIK 0001165805
$2.05B
AUM
122
positions
4
filings
latest Q1 2026
Woodline Partners LP
TRACKED
CIK 0001784547
$26.46B
AUM
1,023
positions
3
filings
latest Q1 2026
Woodson Capital Management, LP
TRACKED
CIK 0001697848
$636.1M
AUM
29
positions
4
filings
latest Q1 2026
Wood Tarver Financial Group, LLC
TRACKED
CIK 0002059344
$361,858
AUM
155
positions
4
filings
latest Q1 2026
Working Capital Advisors (UK) Ltd.
TRACKED
CIK 0001807878
$59.1M
AUM
2
positions
4
filings
latest Q1 2026
WORLDLY PARTNERS MANAGEMENT, LLC
TRACKED
CIK 0001904574
—
AUM
—
positions
4
filings
latest Q1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC
TRACKED
CIK 0001745981
$25.93B
AUM
593
positions
4
filings
latest Q1 2026
WorthPointe, LLC
TRACKED
CIK 0001921448
$369.3M
AUM
117
positions
4
filings
latest Q1 2026

White & Co Financial Planning Inc
TRACKED
CIK 0002039300
—
AUM
—
positions
4
filings
latest Q1 2026
Whitefort Capital Management, LP
TRACKED
CIK 0001884931
$339.1M
AUM
20
positions
3
filings
latest Q1 2026
White Knight Strategic Wealth Advisors, LLC
TRACKED
CIK 0001904677
—
AUM
—
positions
4
filings
latest Q1 2026
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
TRACKED
CIK 0000776867
$313.4M
AUM
2
positions
4
filings
latest Q1 2026
WHITE PINE CAPITAL LLC
TRACKED
CIK 0001137429
$355.2M
AUM
228
positions
4
filings
latest Q1 2026
Whitford Management LLC
TRACKED
CIK 0001957726
$97.9M
AUM
22
positions
4
filings
latest Q1 2026
Wick Capital Partners, LLC
TRACKED
CIK 0001904388
—
AUM
—
positions
3
filings
latest Q1 2026
Widmann Financial Services, Inc.
TRACKED
CIK 0001906640
—
AUM
—
positions
4
filings
latest Q1 2026
Wilkerson Advisory Group LLC
TRACKED
CIK 0002079661
—
AUM
—
positions
2
filings
latest Q1 2026
WILKINS INVESTMENT COUNSEL INC
TRACKED
CIK 0001276853
$698.2M
AUM
119
positions
4
filings
latest Q1 2026
Wilkinson Global Asset Management LLC
TRACKED
CIK 0001764000
$1.31B
AUM
60
positions
4
filings
latest Q1 2026
William Allan Corp
TRACKED
CIK 0001910961
$169.0M
AUM
59
positions
4
filings
latest Q1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
TRACKED
CIK 0001644956
$30.26B
AUM
413
positions
4
filings
latest Q1 2026
William Marsh Rice University
TRACKED
CIK 0001674705
$220.6M
AUM
2
positions
4
filings
latest Q1 2026
Williamson Legacy Group, LLC
TRACKED
CIK 0002011965
—
AUM
—
positions
4
filings
latest Q1 2026
Wills Financial Group LLC
TRACKED
CIK 0002059579
$265.3M
AUM
75
positions
4
filings
latest Q1 2026
Wilmar Advisors LLC
TRACKED
CIK 0002052481
$115.7M
AUM
27
positions
4
filings
latest Q1 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
TRACKED
CIK 0001914472
$354.0M
AUM
43
positions
4
filings
latest Q1 2026
Wilson & Boucher Capital Management, LLC
TRACKED
CIK 0001903579
$150.7M
AUM
114
positions
4
filings
latest Q1 2026
WIM INVESTMENT MANAGEMENT Ltd
TRACKED
CIK 0002042565
—
AUM
—
positions
4
filings
latest Q1 2026
WIMMER ASSOCIATES 1, LLC
TRACKED
CIK 0001667019
$204.7M
AUM
110
positions
4
filings
latest Q1 2026
WINDACRE PARTNERSHIP LLC
TRACKED
CIK 0001599383
$9.34B
AUM
11
positions
4
filings
latest Q1 2026
Windle Wealth, LLC
TRACKED
CIK 0001963452
$236.7M
AUM
32
positions
4
filings
latest Q1 2026
Windmill Hill Asset Management Ltd
TRACKED
CIK 0001831132
—
AUM
—
positions
4
filings
latest Q1 2026
Wind River Trust Co
TRACKED
CIK 0001657703
$265.2M
AUM
11
positions
4
filings
latest Q1 2026
Windsor Advisory Group, LLC
TRACKED
CIK 0001739953
$119.7M
AUM
82
positions
4
filings
latest Q1 2026
WINDWARD CAPITAL MANAGEMENT CO /CA
TRACKED
CIK 0001078635
$1.23B
AUM
69
positions
4
filings
latest Q1 2026
Windward Management LP
TRACKED
CIK 0001880817
$130.1M
AUM
7
positions
2
filings
latest Q1 2026
WINNOW WEALTH LLC
TRACKED
CIK 0002079687
$129.6M
AUM
123
positions
4
filings
latest Q1 2026
Winslow Capital Management, LLC
TRACKED
CIK 0000900973
—
AUM
—
positions
4
filings
latest Q1 2026
Winthrop Partners - WNY, LLC
TRACKED
CIK 0001734109
$187.7M
AUM
87
positions
4
filings
latest Q1 2026
WINTON GROUP Ltd
TRACKED
CIK 0001612063
$2.85B
AUM
1,080
positions
4
filings
latest Q1 2026
WIREGRASS INVESTMENT MANAGEMENT LLC
TRACKED
CIK 0002109460
$120.6M
AUM
96
positions
2
filings
latest Q1 2026
WISCONSIN CAPITAL MANAGEMENT LLC
TRACKED
CIK 0000926833
$182.2M
AUM
51
positions
4
filings
latest Q1 2026
Wishbone Management, LP
TRACKED
CIK 0001777734
$135.6M
AUM
4
positions
4
filings
latest Q1 2026
WIT, LLC
TRACKED
CIK 0001840025
$5.30B
AUM
22
positions
4
filings
latest Q1 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0001697790
$269.0M
AUM
74
positions
4
filings
latest Q1 2026
WNY Asset Management, LLC
TRACKED
CIK 0001803296
$967.1M
AUM
249
positions
4
filings
latest Q1 2026
Wolf Hill Capital Management, LP
TRACKED
CIK 0001785988
$1.03B
AUM
22
positions
3
filings
latest Q1 2026
Wolfswood Holdings, LLC
TRACKED
CIK 0001835700
$2.8M
AUM
4
positions
4
filings
latest Q1 2026
Womack Financial LLC
TRACKED
CIK 0002107079
—
AUM
—
positions
2
filings
latest Q1 2026
Woodbridge CO LTD
TRACKED
CIK 0001397960
$27.81B
AUM
46
positions
4
filings
latest Q1 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
TRACKED
CIK 0001165805
$2.05B
AUM
122
positions
4
filings
latest Q1 2026
Woodline Partners LP
TRACKED
CIK 0001784547
$26.46B
AUM
1,023
positions
3
filings
latest Q1 2026
Woodson Capital Management, LP
TRACKED
CIK 0001697848
$636.1M
AUM
29
positions
4
filings
latest Q1 2026
Wood Tarver Financial Group, LLC
TRACKED
CIK 0002059344
$361,858
AUM
155
positions
4
filings
latest Q1 2026
Working Capital Advisors (UK) Ltd.
TRACKED
CIK 0001807878
$59.1M
AUM
2
positions
4
filings
latest Q1 2026
WORLDLY PARTNERS MANAGEMENT, LLC
TRACKED
CIK 0001904574
—
AUM
—
positions
4
filings
latest Q1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC
TRACKED
CIK 0001745981
$25.93B
AUM
593
positions
4
filings
latest Q1 2026
WorthPointe, LLC
TRACKED
CIK 0001921448
$369.3M
AUM
117
positions
4
filings
latest Q1 2026

Page 3 of 4

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Norris Financial Group, LLC
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157
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