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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

Cerity Partners LLC
TRACKED
CIK 0001566475
$70.83B
AUM
3,095
positions
4
filings
latest Q1 2026
Cerity Partners OCIO LLC
TRACKED
CIK 0001519611
$1.67B
AUM
25
positions
4
filings
latest Q1 2026
Cerity Partners Retirement Plan Advisors LLC
TRACKED
CIK 0002128338
$195.7M
AUM
31
positions
1
filings
latest Q1 2026
CERTUITY, LLC
TRACKED
CIK 0001800752
$1.52B
AUM
656
positions
4
filings
latest Q1 2026
Cetera Investment Advisers
TRACKED
CIK 0001666741
$94.00B
AUM
4,675
positions
4
filings
latest Q1 2026
Cetera Trust Company, N.A
TRACKED
CIK 0002005547
$176.9M
AUM
351
positions
4
filings
latest Q1 2026
Cevian Capital II GP LTD
TRACKED
CIK 0001365341
$3.12B
AUM
3
positions
4
filings
latest Q1 2026
CFG Wealth Management Services, Inc.
TRACKED
CIK 0002133547
$219.8M
AUM
191
positions
2
filings
latest Q1 2026
CFO4Life Group, LLC
TRACKED
CIK 0001706351
$656.0M
AUM
210
positions
4
filings
latest Q1 2026
CHAI TRUST CO LLC
TRACKED
CIK 0001250731
$1.18B
AUM
11
positions
4
filings
latest Q1 2026
Champlain Investment Partners, LLC
TRACKED
CIK 0001315478
$7.88B
AUM
130
positions
4
filings
latest Q1 2026
Chancellor Financial Group WB LP
TRACKED
CIK 0002059742
$141.3M
AUM
140
positions
4
filings
latest Q1 2026
Chandler Asset Management, Inc.
TRACKED
CIK 0001665018
$659.4M
AUM
23
positions
4
filings
latest Q1 2026
Chaney Capital Management, Inc.
TRACKED
CIK 0002012041
$283.7M
AUM
41
positions
4
filings
latest Q1 2026
CHANNEL WEALTH LLC
TRACKED
CIK 0001975550
$412.8M
AUM
173
positions
4
filings
latest Q1 2026
Channing Capital Management, LLC
TRACKED
CIK 0001302404
$3.91B
AUM
108
positions
4
filings
latest Q1 2026
Chan Zuckerberg Initiative, LLC
TRACKED
CIK 0001997453
$49.2M
AUM
1
positions
4
filings
latest Q1 2026
CHAPMAN FINANCIAL GROUP, LLC
TRACKED
CIK 0002056577
$139.8M
AUM
265
positions
4
filings
latest Q1 2026
Charles-Lim Capital Ltd
TRACKED
CIK 0001634255
$301.3M
AUM
5
positions
4
filings
latest Q1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
TRACKED
CIK 0000884546
$654.47B
AUM
3,455
positions
3
filings
latest Q1 2026
Charles Schwab Trust Bank
TRACKED
CIK 0001776551
$63.3M
AUM
1
positions
4
filings
latest Q1 2026
Charter Oak Advisors LP
TRACKED
CIK 0002022905
$165.0M
AUM
13
positions
4
filings
latest Q1 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC.
TRACKED
CIK 0001666624
$150.1M
AUM
86
positions
4
filings
latest Q1 2026
CHARTIST INC /CA/
TRACKED
CIK 0001129770
$139.2M
AUM
20
positions
4
filings
latest Q1 2026
CHASE INVESTMENT COUNSEL CORP
TRACKED
CIK 0000019475
$380,884
AUM
149
positions
4
filings
latest Q1 2026
Checkpoint Capital L.P.
TRACKED
CIK 0001977548
$278.7M
AUM
8
positions
4
filings
latest Q1 2026
CHESAPEAKE ASSET MANAGEMENT LLC
TRACKED
CIK 0001079397
$126.0M
AUM
328
positions
4
filings
latest Q1 2026
CHESAPEAKE CAPITAL CORP /IL/
TRACKED
CIK 0001093908
$138.7M
AUM
156
positions
4
filings
latest Q1 2026
Chesapeake Wealth Management
TRACKED
CIK 0001730383
$325.7M
AUM
159
positions
4
filings
latest Q1 2026
Chescapmanager LLC
TRACKED
CIK 0001697162
$1.12B
AUM
21
positions
4
filings
latest Q1 2026
Cheviot Value Management, LLC
TRACKED
CIK 0001427147
$995.6M
AUM
426
positions
4
filings
latest Q1 2026
CHEVRON CORP (CVX)
TRACKED
CIK 0000093410
—
AUM
1
positions
2
filings
latest Q1 2026
Chevy Chase Trust Holdings, LLC
TRACKED
CIK 0001462020
$34.71B
AUM
642
positions
4
filings
latest Q1 2026
Chicago Wealth Management, Inc.
TRACKED
CIK 0001592178
$250.5M
AUM
59
positions
4
filings
latest Q1 2026
Chico Wealth RIA
TRACKED
CIK 0001926037
$163.7M
AUM
37
positions
4
filings
latest Q1 2026
Chieftain Capital Management, Inc.
TRACKED
CIK 0001491126
—
AUM
1
positions
4
filings
latest Q1 2026
Children's Medical Center Corp
TRACKED
CIK 0002092549
$79.7M
AUM
1
positions
2
filings
latest Q1 2026
CHILTON CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001056859
$2.87B
AUM
657
positions
4
filings
latest Q1 2026
CHILTON INVESTMENT CO INC.
TRACKED
CIK 0001332632
$4.26B
AUM
280
positions
4
filings
latest Q1 2026
China-UAE Investment Cooperation Fund, L.P.
TRACKED
CIK 0002106200
$62.9M
AUM
1
positions
2
filings
latest Q1 2026
Choate Investment Advisors
TRACKED
CIK 0001399794
$5.11B
AUM
438
positions
4
filings
latest Q1 2026
Chokshi & Queen Wealth Advisors, Inc
TRACKED
CIK 0002057199
$187.2M
AUM
64
positions
4
filings
latest Q1 2026
CHOREO, LLC
TRACKED
CIK 0001679031
$8.15B
AUM
1,613
positions
4
filings
latest Q1 2026
Chou Associates Management Inc.
TRACKED
CIK 0001389403
$210.3M
AUM
31
positions
4
filings
latest Q1 2026
Christian Investment Advisors, Inc.
TRACKED
CIK 0002055071
$158.2M
AUM
12
positions
4
filings
latest Q1 2026
Chung Wu Investment Group, LLC
TRACKED
CIK 0002054278
$116.1M
AUM
259
positions
4
filings
latest Q1 2026
CIBC Asset Management Inc
TRACKED
CIK 0001021926
$40.92B
AUM
1,372
positions
4
filings
latest Q1 2026
CIBC Bancorp USA Inc.
TRACKED
CIK 0001711924
$74.39B
AUM
1,751
positions
2
filings
latest Q1 2026
CIBC WORLD MARKET INC.
TRACKED
CIK 0001421224
$61.26B
AUM
1,399
positions
4
filings
latest Q1 2026
CIGNA INVESTMENTS INC /NEW
TRACKED
CIK 0000049969
$649,661
AUM
456
positions
4
filings
latest Q1 2026

Cerity Partners LLC
TRACKED
CIK 0001566475
$70.83B
AUM
3,095
positions
4
filings
latest Q1 2026
Cerity Partners OCIO LLC
TRACKED
CIK 0001519611
$1.67B
AUM
25
positions
4
filings
latest Q1 2026
Cerity Partners Retirement Plan Advisors LLC
TRACKED
CIK 0002128338
$195.7M
AUM
31
positions
1
filings
latest Q1 2026
CERTUITY, LLC
TRACKED
CIK 0001800752
$1.52B
AUM
656
positions
4
filings
latest Q1 2026
Cetera Investment Advisers
TRACKED
CIK 0001666741
$94.00B
AUM
4,675
positions
4
filings
latest Q1 2026
Cetera Trust Company, N.A
TRACKED
CIK 0002005547
$176.9M
AUM
351
positions
4
filings
latest Q1 2026
Cevian Capital II GP LTD
TRACKED
CIK 0001365341
$3.12B
AUM
3
positions
4
filings
latest Q1 2026
CFG Wealth Management Services, Inc.
TRACKED
CIK 0002133547
$219.8M
AUM
191
positions
2
filings
latest Q1 2026
CFO4Life Group, LLC
TRACKED
CIK 0001706351
$656.0M
AUM
210
positions
4
filings
latest Q1 2026
CHAI TRUST CO LLC
TRACKED
CIK 0001250731
$1.18B
AUM
11
positions
4
filings
latest Q1 2026
Champlain Investment Partners, LLC
TRACKED
CIK 0001315478
$7.88B
AUM
130
positions
4
filings
latest Q1 2026
Chancellor Financial Group WB LP
TRACKED
CIK 0002059742
$141.3M
AUM
140
positions
4
filings
latest Q1 2026
Chandler Asset Management, Inc.
TRACKED
CIK 0001665018
$659.4M
AUM
23
positions
4
filings
latest Q1 2026
Chaney Capital Management, Inc.
TRACKED
CIK 0002012041
$283.7M
AUM
41
positions
4
filings
latest Q1 2026
CHANNEL WEALTH LLC
TRACKED
CIK 0001975550
$412.8M
AUM
173
positions
4
filings
latest Q1 2026
Channing Capital Management, LLC
TRACKED
CIK 0001302404
$3.91B
AUM
108
positions
4
filings
latest Q1 2026
Chan Zuckerberg Initiative, LLC
TRACKED
CIK 0001997453
$49.2M
AUM
1
positions
4
filings
latest Q1 2026
CHAPMAN FINANCIAL GROUP, LLC
TRACKED
CIK 0002056577
$139.8M
AUM
265
positions
4
filings
latest Q1 2026
Charles-Lim Capital Ltd
TRACKED
CIK 0001634255
$301.3M
AUM
5
positions
4
filings
latest Q1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
TRACKED
CIK 0000884546
$654.47B
AUM
3,455
positions
3
filings
latest Q1 2026
Charles Schwab Trust Bank
TRACKED
CIK 0001776551
$63.3M
AUM
1
positions
4
filings
latest Q1 2026
Charter Oak Advisors LP
TRACKED
CIK 0002022905
$165.0M
AUM
13
positions
4
filings
latest Q1 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC.
TRACKED
CIK 0001666624
$150.1M
AUM
86
positions
4
filings
latest Q1 2026
CHARTIST INC /CA/
TRACKED
CIK 0001129770
$139.2M
AUM
20
positions
4
filings
latest Q1 2026
CHASE INVESTMENT COUNSEL CORP
TRACKED
CIK 0000019475
$380,884
AUM
149
positions
4
filings
latest Q1 2026
Checkpoint Capital L.P.
TRACKED
CIK 0001977548
$278.7M
AUM
8
positions
4
filings
latest Q1 2026
CHESAPEAKE ASSET MANAGEMENT LLC
TRACKED
CIK 0001079397
$126.0M
AUM
328
positions
4
filings
latest Q1 2026
CHESAPEAKE CAPITAL CORP /IL/
TRACKED
CIK 0001093908
$138.7M
AUM
156
positions
4
filings
latest Q1 2026
Chesapeake Wealth Management
TRACKED
CIK 0001730383
$325.7M
AUM
159
positions
4
filings
latest Q1 2026
Chescapmanager LLC
TRACKED
CIK 0001697162
$1.12B
AUM
21
positions
4
filings
latest Q1 2026
Cheviot Value Management, LLC
TRACKED
CIK 0001427147
$995.6M
AUM
426
positions
4
filings
latest Q1 2026
CHEVRON CORP (CVX)
TRACKED
CIK 0000093410
—
AUM
1
positions
2
filings
latest Q1 2026
Chevy Chase Trust Holdings, LLC
TRACKED
CIK 0001462020
$34.71B
AUM
642
positions
4
filings
latest Q1 2026
Chicago Wealth Management, Inc.
TRACKED
CIK 0001592178
$250.5M
AUM
59
positions
4
filings
latest Q1 2026
Chico Wealth RIA
TRACKED
CIK 0001926037
$163.7M
AUM
37
positions
4
filings
latest Q1 2026
Chieftain Capital Management, Inc.
TRACKED
CIK 0001491126
—
AUM
1
positions
4
filings
latest Q1 2026
Children's Medical Center Corp
TRACKED
CIK 0002092549
$79.7M
AUM
1
positions
2
filings
latest Q1 2026
CHILTON CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001056859
$2.87B
AUM
657
positions
4
filings
latest Q1 2026
CHILTON INVESTMENT CO INC.
TRACKED
CIK 0001332632
$4.26B
AUM
280
positions
4
filings
latest Q1 2026
China-UAE Investment Cooperation Fund, L.P.
TRACKED
CIK 0002106200
$62.9M
AUM
1
positions
2
filings
latest Q1 2026
Choate Investment Advisors
TRACKED
CIK 0001399794
$5.11B
AUM
438
positions
4
filings
latest Q1 2026
Chokshi & Queen Wealth Advisors, Inc
TRACKED
CIK 0002057199
$187.2M
AUM
64
positions
4
filings
latest Q1 2026
CHOREO, LLC
TRACKED
CIK 0001679031
$8.15B
AUM
1,613
positions
4
filings
latest Q1 2026
Chou Associates Management Inc.
TRACKED
CIK 0001389403
$210.3M
AUM
31
positions
4
filings
latest Q1 2026
Christian Investment Advisors, Inc.
TRACKED
CIK 0002055071
$158.2M
AUM
12
positions
4
filings
latest Q1 2026
Chung Wu Investment Group, LLC
TRACKED
CIK 0002054278
$116.1M
AUM
259
positions
4
filings
latest Q1 2026
CIBC Asset Management Inc
TRACKED
CIK 0001021926
$40.92B
AUM
1,372
positions
4
filings
latest Q1 2026
CIBC Bancorp USA Inc.
TRACKED
CIK 0001711924
$74.39B
AUM
1,751
positions
2
filings
latest Q1 2026
CIBC WORLD MARKET INC.
TRACKED
CIK 0001421224
$61.26B
AUM
1,399
positions
4
filings
latest Q1 2026
CIGNA INVESTMENTS INC /NEW
TRACKED
CIK 0000049969
$649,661
AUM
456
positions
4
filings
latest Q1 2026

Page 4 of 9

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