Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

377 institutions on file

Leonteq Securities AG
TRACKED
CIK 0001535950
$2.91B
AUM
1,205
positions
2
filings
latest Q2 2026
Leo Wealth, LLC
TRACKED
CIK 0001912202
$1.38B
AUM
452
positions
2
filings
latest Q1 2026
Lepercq De Neuflize Asset Management LLC
TRACKED
CIK 0001854423
$138.0M
AUM
26
positions
8
filings
latest Q1 2026
Lepercq Multi-Asset Fund
TRACKED
CIK 0001536991
$139.5M
AUM
14
positions
1
filings
latest Q4 2024
Lesa Sroufe & Co
TRACKED
CIK 0001492162
$140,214
AUM
67
positions
2
filings
latest Q2 2026
Leslie Global Wealth, LLC
TRACKED
CIK 0001954832
$256.8M
AUM
85
positions
9
filings
latest Q2 2026
Lester Murray Antman dba SimplyRich
TRACKED
CIK 0001725888
—
AUM
—
positions
2
filings
latest Q1 2026
LETKO, BROSSEAU & ASSOCIATES INC
TRACKED
CIK 0001297496
$6.20B
AUM
101
positions
12
filings
latest Q1 2026
LETSON INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0002078069
$260.3M
AUM
101
positions
2
filings
latest Q1 2026
LEUTHOLD GROUP, LLC
TRACKED
CIK 0001170152
$938.7M
AUM
211
positions
12
filings
latest Q1 2026
Level Financial Advisors
TRACKED
CIK 0001871734
$447.5M
AUM
95
positions
2
filings
latest Q2 2026
LEVEL FOUR ADVISORY SERVICES, LLC
TRACKED
CIK 0001696715
$3.05B
AUM
866
positions
12
filings
latest Q1 2026
Level Wealth Management LLC
TRACKED
CIK 0002036775
$249.7M
AUM
70
positions
2
filings
latest Q2 2026
Leverage Partners Absolute Return Fund SPC
TRACKED
CIK 0001662944
$53,990
AUM
39
positions
2
filings
latest Q4 2024
Leverty Financial Group, LLC
TRACKED
CIK 0001908386
$514.1M
AUM
49
positions
2
filings
latest Q2 2026
LEVIN CAPITAL STRATEGIES, L.P.
TRACKED
CIK 0001354821
$1.32B
AUM
225
positions
12
filings
latest Q1 2026
Levy Wealth Management Group, LLC
TRACKED
CIK 0001843138
$390.6M
AUM
101
positions
2
filings
latest Q2 2024
Lewis Asset Management, LLC
TRACKED
CIK 0002004520
$285.5M
AUM
219
positions
2
filings
latest Q2 2026
LEWIS CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001349267
$64.2M
AUM
58
positions
2
filings
latest Q3 2023
LexAurum Advisors, LLC
TRACKED
CIK 0001729677
$865.8M
AUM
423
positions
2
filings
latest Q2 2026
Lexington Hill Partners, LLC
TRACKED
CIK 0002111980
$206.2M
AUM
77
positions
2
filings
latest Q2 2026
Lexington Partners L.P.
TRACKED
CIK 0001621157
$366.4M
AUM
3
positions
13
filings
latest Q1 2026
LFA - Lugano Financial Advisors SA
TRACKED
CIK 0001737871
—
AUM
—
positions
2
filings
latest Q2 2026
LFG Wealth Partners, LLC
TRACKED
CIK 0002044171
$165.8M
AUM
89
positions
2
filings
latest Q1 2026
LFL Advisers, LLC
TRACKED
CIK 0001694127
$332.4M
AUM
9
positions
12
filings
latest Q1 2026
LGL PARTNERS, LLC
TRACKED
CIK 0001653202
$273.3M
AUM
62
positions
13
filings
latest Q2 2026
LGT CAPITAL PARTNERS LTD.
TRACKED
CIK 0001641992
$1.88B
AUM
38
positions
13
filings
latest Q1 2026
LGT Financial Advisors LLC
TRACKED
CIK 0001965191
$18.9M
AUM
223
positions
2
filings
latest Q2 2026
LGT Fund Management Co Ltd.
TRACKED
CIK 0001911284
$2.30B
AUM
242
positions
2
filings
latest Q1 2026
LGT Group Foundation
TRACKED
CIK 0001911278
$8.19B
AUM
283
positions
2
filings
latest Q1 2026
LHM, INC.
TRACKED
CIK 0002009224
$254.0M
AUM
22
positions
13
filings
latest Q1 2026
Liberty 77 Capital L.P.
TRACKED
CIK 0001905374
$1.46B
AUM
3
positions
6
filings
latest Q1 2026
Liberty Atlantic Advisors LLC
TRACKED
CIK 0002101909
$139.0M
AUM
86
positions
2
filings
latest Q2 2026
Liberty Capital Management, Inc.
TRACKED
CIK 0001366838
$581.7M
AUM
184
positions
2
filings
latest Q2 2026
Liberty Mutual Group Asset Management Inc.
TRACKED
CIK 0001533497
$1.25B
AUM
28
positions
20
filings
latest Q1 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
TRACKED
CIK 0001807328
$970.0M
AUM
154
positions
12
filings
latest Q1 2026
LIBERTY SQUARE WEALTH PARTNERS LLC
TRACKED
CIK 0002057655
$358.4M
AUM
141
positions
6
filings
latest Q1 2026
Liberty Street Advisors, Inc.
TRACKED
CIK 0001489178
$41.4M
AUM
4
positions
8
filings
latest Q1 2026
LIBERTY WEALTH MANAGEMENT LLC
TRACKED
CIK 0001769302
$800.4M
AUM
268
positions
13
filings
latest Q1 2026
Library Research Ltd
TRACKED
CIK 0001788330
$58.1M
AUM
3
positions
2
filings
latest Q4 2023
LIBRA WEALTH LLC
TRACKED
CIK 0001925385
$354.8M
AUM
66
positions
2
filings
latest Q1 2026
Lido Advisors, LLC
TRACKED
CIK 0001650150
$32.69B
AUM
1,743
positions
12
filings
latest Q1 2026
Life Cycle Investment Partners Ltd
TRACKED
CIK 0002072459
$15.69B
AUM
130
positions
2
filings
latest Q1 2026
LifeGoal Investments, LLC
TRACKED
CIK 0002054684
$218.5M
AUM
155
positions
2
filings
latest Q2 2026
LifeGuide Financial Advisors, LLC
TRACKED
CIK 0001908585
$351.2M
AUM
47
positions
2
filings
latest Q2 2026
LIFE LINE WEALTH MANAGEMENT LLC
TRACKED
CIK 0002035872
$223.9M
AUM
35
positions
2
filings
latest Q1 2026
LIFELONG WEALTH ADVISORS, INC.
TRACKED
CIK 0002051717
$425.6M
AUM
97
positions
2
filings
latest Q2 2026
LifePlan Financial, LLC
TRACKED
CIK 0001739485
$142.8M
AUM
89
positions
2
filings
latest Q2 2026
LifePlan Investment Advisors, Inc.
TRACKED
CIK 0002045484
$254.5M
AUM
122
positions
12
filings
latest Q1 2026
Life Planning Partners, Inc
TRACKED
CIK 0001910934
$134.5M
AUM
71
positions
2
filings
latest Q2 2026

Leonteq Securities AG
TRACKED
CIK 0001535950
$2.91B
AUM
1,205
positions
2
filings
latest Q2 2026
Leo Wealth, LLC
TRACKED
CIK 0001912202
$1.38B
AUM
452
positions
2
filings
latest Q1 2026
Lepercq De Neuflize Asset Management LLC
TRACKED
CIK 0001854423
$138.0M
AUM
26
positions
8
filings
latest Q1 2026
Lepercq Multi-Asset Fund
TRACKED
CIK 0001536991
$139.5M
AUM
14
positions
1
filings
latest Q4 2024
Lesa Sroufe & Co
TRACKED
CIK 0001492162
$140,214
AUM
67
positions
2
filings
latest Q2 2026
Leslie Global Wealth, LLC
TRACKED
CIK 0001954832
$256.8M
AUM
85
positions
9
filings
latest Q2 2026
Lester Murray Antman dba SimplyRich
TRACKED
CIK 0001725888
—
AUM
—
positions
2
filings
latest Q1 2026
LETKO, BROSSEAU & ASSOCIATES INC
TRACKED
CIK 0001297496
$6.20B
AUM
101
positions
12
filings
latest Q1 2026
LETSON INVESTMENT MANAGEMENT, INC.
TRACKED
CIK 0002078069
$260.3M
AUM
101
positions
2
filings
latest Q1 2026
LEUTHOLD GROUP, LLC
TRACKED
CIK 0001170152
$938.7M
AUM
211
positions
12
filings
latest Q1 2026
Level Financial Advisors
TRACKED
CIK 0001871734
$447.5M
AUM
95
positions
2
filings
latest Q2 2026
LEVEL FOUR ADVISORY SERVICES, LLC
TRACKED
CIK 0001696715
$3.05B
AUM
866
positions
12
filings
latest Q1 2026
Level Wealth Management LLC
TRACKED
CIK 0002036775
$249.7M
AUM
70
positions
2
filings
latest Q2 2026
Leverage Partners Absolute Return Fund SPC
TRACKED
CIK 0001662944
$53,990
AUM
39
positions
2
filings
latest Q4 2024
Leverty Financial Group, LLC
TRACKED
CIK 0001908386
$514.1M
AUM
49
positions
2
filings
latest Q2 2026
LEVIN CAPITAL STRATEGIES, L.P.
TRACKED
CIK 0001354821
$1.32B
AUM
225
positions
12
filings
latest Q1 2026
Levy Wealth Management Group, LLC
TRACKED
CIK 0001843138
$390.6M
AUM
101
positions
2
filings
latest Q2 2024
Lewis Asset Management, LLC
TRACKED
CIK 0002004520
$285.5M
AUM
219
positions
2
filings
latest Q2 2026
LEWIS CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001349267
$64.2M
AUM
58
positions
2
filings
latest Q3 2023
LexAurum Advisors, LLC
TRACKED
CIK 0001729677
$865.8M
AUM
423
positions
2
filings
latest Q2 2026
Lexington Hill Partners, LLC
TRACKED
CIK 0002111980
$206.2M
AUM
77
positions
2
filings
latest Q2 2026
Lexington Partners L.P.
TRACKED
CIK 0001621157
$366.4M
AUM
3
positions
13
filings
latest Q1 2026
LFA - Lugano Financial Advisors SA
TRACKED
CIK 0001737871
—
AUM
—
positions
2
filings
latest Q2 2026
LFG Wealth Partners, LLC
TRACKED
CIK 0002044171
$165.8M
AUM
89
positions
2
filings
latest Q1 2026
LFL Advisers, LLC
TRACKED
CIK 0001694127
$332.4M
AUM
9
positions
12
filings
latest Q1 2026
LGL PARTNERS, LLC
TRACKED
CIK 0001653202
$273.3M
AUM
62
positions
13
filings
latest Q2 2026
LGT CAPITAL PARTNERS LTD.
TRACKED
CIK 0001641992
$1.88B
AUM
38
positions
13
filings
latest Q1 2026
LGT Financial Advisors LLC
TRACKED
CIK 0001965191
$18.9M
AUM
223
positions
2
filings
latest Q2 2026
LGT Fund Management Co Ltd.
TRACKED
CIK 0001911284
$2.30B
AUM
242
positions
2
filings
latest Q1 2026
LGT Group Foundation
TRACKED
CIK 0001911278
$8.19B
AUM
283
positions
2
filings
latest Q1 2026
LHM, INC.
TRACKED
CIK 0002009224
$254.0M
AUM
22
positions
13
filings
latest Q1 2026
Liberty 77 Capital L.P.
TRACKED
CIK 0001905374
$1.46B
AUM
3
positions
6
filings
latest Q1 2026
Liberty Atlantic Advisors LLC
TRACKED
CIK 0002101909
$139.0M
AUM
86
positions
2
filings
latest Q2 2026
Liberty Capital Management, Inc.
TRACKED
CIK 0001366838
$581.7M
AUM
184
positions
2
filings
latest Q2 2026
Liberty Mutual Group Asset Management Inc.
TRACKED
CIK 0001533497
$1.25B
AUM
28
positions
20
filings
latest Q1 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
TRACKED
CIK 0001807328
$970.0M
AUM
154
positions
12
filings
latest Q1 2026
LIBERTY SQUARE WEALTH PARTNERS LLC
TRACKED
CIK 0002057655
$358.4M
AUM
141
positions
6
filings
latest Q1 2026
Liberty Street Advisors, Inc.
TRACKED
CIK 0001489178
$41.4M
AUM
4
positions
8
filings
latest Q1 2026
LIBERTY WEALTH MANAGEMENT LLC
TRACKED
CIK 0001769302
$800.4M
AUM
268
positions
13
filings
latest Q1 2026
Library Research Ltd
TRACKED
CIK 0001788330
$58.1M
AUM
3
positions
2
filings
latest Q4 2023
LIBRA WEALTH LLC
TRACKED
CIK 0001925385
$354.8M
AUM
66
positions
2
filings
latest Q1 2026
Lido Advisors, LLC
TRACKED
CIK 0001650150
$32.69B
AUM
1,743
positions
12
filings
latest Q1 2026
Life Cycle Investment Partners Ltd
TRACKED
CIK 0002072459
$15.69B
AUM
130
positions
2
filings
latest Q1 2026
LifeGoal Investments, LLC
TRACKED
CIK 0002054684
$218.5M
AUM
155
positions
2
filings
latest Q2 2026
LifeGuide Financial Advisors, LLC
TRACKED
CIK 0001908585
$351.2M
AUM
47
positions
2
filings
latest Q2 2026
LIFE LINE WEALTH MANAGEMENT LLC
TRACKED
CIK 0002035872
$223.9M
AUM
35
positions
2
filings
latest Q1 2026
LIFELONG WEALTH ADVISORS, INC.
TRACKED
CIK 0002051717
$425.6M
AUM
97
positions
2
filings
latest Q2 2026
LifePlan Financial, LLC
TRACKED
CIK 0001739485
$142.8M
AUM
89
positions
2
filings
latest Q2 2026
LifePlan Investment Advisors, Inc.
TRACKED
CIK 0002045484
$254.5M
AUM
122
positions
12
filings
latest Q1 2026
Life Planning Partners, Inc
TRACKED
CIK 0001910934
$134.5M
AUM
71
positions
2
filings
latest Q2 2026

Page 4 of 8

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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

Leonteq Securities AG

Leo Wealth, LLC

Lepercq De Neuflize Asset Management LLC

Lepercq Multi-Asset Fund

Lesa Sroufe & Co

Leslie Global Wealth, LLC

Lester Murray Antman dba SimplyRich

LETKO, BROSSEAU & ASSOCIATES INC

LETSON INVESTMENT MANAGEMENT, INC.

LEUTHOLD GROUP, LLC

Level Financial Advisors

LEVEL FOUR ADVISORY SERVICES, LLC

Level Wealth Management LLC

Leverage Partners Absolute Return Fund SPC

Leverty Financial Group, LLC

LEVIN CAPITAL STRATEGIES, L.P.

Levy Wealth Management Group, LLC

Lewis Asset Management, LLC

LEWIS CAPITAL MANAGEMENT, LLC

LexAurum Advisors, LLC

Lexington Hill Partners, LLC

Lexington Partners L.P.

LFA - Lugano Financial Advisors SA

LFG Wealth Partners, LLC

LFL Advisers, LLC

LGL PARTNERS, LLC

LGT CAPITAL PARTNERS LTD.

LGT Financial Advisors LLC

LGT Fund Management Co Ltd.

LGT Group Foundation

LHM, INC.

Liberty 77 Capital L.P.

Liberty Atlantic Advisors LLC

Liberty Capital Management, Inc.

Liberty Mutual Group Asset Management Inc.

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

LIBERTY SQUARE WEALTH PARTNERS LLC

Liberty Street Advisors, Inc.

LIBERTY WEALTH MANAGEMENT LLC

Library Research Ltd

LIBRA WEALTH LLC

Lido Advisors, LLC

Life Cycle Investment Partners Ltd

LifeGoal Investments, LLC

LifeGuide Financial Advisors, LLC

LIFE LINE WEALTH MANAGEMENT LLC

LIFELONG WEALTH ADVISORS, INC.

LifePlan Financial, LLC

LifePlan Investment Advisors, Inc.

Life Planning Partners, Inc