Money Flow
Who's quietly buying it
Filers
159 institutions on file
Worth Venture Partners, LLC
TRACKEDCIK 0001696778
$31.6M
AUM
55
positions
12
filings
latest Q1 2026
WPWealth LLP
TRACKEDCIK 0001950118
—
AUM
—
positions
12
filings
latest Q1 2026
WRAPMANAGER INC
TRACKEDCIK 0001266014
$287.9M
AUM
135
positions
12
filings
latest Q1 2026
Wrenne Financial Planning LLC
TRACKEDCIK 0002023054
$296.1M
AUM
60
positions
11
filings
latest Q2 2026
Wright Wealth LLC
TRACKEDCIK 0002046147
$166.5M
AUM
54
positions
3
filings
latest Q2 2026
WS MANAGEMENT LLLP
TRACKEDCIK 0000877338
—
AUM
—
positions
12
filings
latest Q1 2026
WT Asset Management Ltd
TRACKEDCIK 0001780365
$4.77B
AUM
32
positions
12
filings
latest Q1 2026
WULFF, HANSEN & CO.
TRACKEDCIK 0000108634
$97.9M
AUM
98
positions
13
filings
latest Q1 2026
WYNNEFIELD CAPITAL INC
TRACKEDCIK 0001251567
$147.5M
AUM
9
positions
12
filings
latest Q1 2026
Worth Venture Partners, LLC
TRACKEDCIK 0001696778
$31.6M
AUM
55
positions
12
filings
latest Q1 2026
WPWealth LLP
TRACKEDCIK 0001950118
—
AUM
—
positions
12
filings
latest Q1 2026
WRAPMANAGER INC
TRACKEDCIK 0001266014
$287.9M
AUM
135
positions
12
filings
latest Q1 2026
Wrenne Financial Planning LLC
TRACKEDCIK 0002023054
$296.1M
AUM
60
positions
11
filings
latest Q2 2026
Wright Wealth LLC
TRACKEDCIK 0002046147
$166.5M
AUM
54
positions
3
filings
latest Q2 2026
WS MANAGEMENT LLLP
TRACKEDCIK 0000877338
—
AUM
—
positions
12
filings
latest Q1 2026
WT Asset Management Ltd
TRACKEDCIK 0001780365
$4.77B
AUM
32
positions
12
filings
latest Q1 2026
WULFF, HANSEN & CO.
TRACKEDCIK 0000108634
$97.9M
AUM
98
positions
13
filings
latest Q1 2026
WYNNEFIELD CAPITAL INC
TRACKEDCIK 0001251567
$147.5M
AUM
9
positions
12
filings
latest Q1 2026
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