Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

377 institutions on file

LifePro Asset Management
TRACKED
CIK 0001838533
$163.4M
AUM
149
positions
2
filings
latest Q3 2024
LifeSteps Financial, Inc.
TRACKED
CIK 0001801373
$214.5M
AUM
792
positions
2
filings
latest Q2 2026
Lifestyle Asset Management, Inc.
TRACKED
CIK 0001845675
—
AUM
—
positions
2
filings
latest Q2 2026
Lifetime Wealth Management P.C.
TRACKED
CIK 0002116339
$175.8M
AUM
86
positions
3
filings
latest Q1 2026
LifeWealth Investments, LLC
TRACKED
CIK 0002033794
—
AUM
—
positions
2
filings
latest Q2 2026
Lifeworks Advisors, LLC
TRACKED
CIK 0001882132
$779.4M
AUM
297
positions
2
filings
latest Q1 2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)
TRACKED
CIK 0002139779
—
AUM
—
positions
2
filings
latest Q2 2026
LiftPoint Family Wealth Advisors LLC
TRACKED
CIK 0002110810
$120.8M
AUM
56
positions
2
filings
latest Q1 2026
Lighthouse Financial LLC
TRACKED
CIK 0002057556
$165.8M
AUM
74
positions
6
filings
latest Q1 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV
TRACKED
CIK 0001068979
$475.9M
AUM
102
positions
2
filings
latest Q2 2026
Lighthouse Investment Partners, LLC
TRACKED
CIK 0001600344
$2.87B
AUM
673
positions
12
filings
latest Q1 2026
Lighthouse Wealth Management Inc.
TRACKED
CIK 0002042810
—
AUM
—
positions
2
filings
latest Q2 2026
Lightrock Netherlands B.V.
TRACKED
CIK 0002041485
$468.1M
AUM
38
positions
6
filings
latest Q1 2026
Lightspeed Management Company, L.L.C.
TRACKED
CIK 0001702122
$988.0M
AUM
8
positions
7
filings
latest Q1 2026
Lightspeed Opportunity Fund, L.P.
TRACKED
CIK 0001780948
$50.1M
AUM
1
positions
2
filings
latest Q3 2024
Lightspeed Ultimate General Partner IX, Ltd.
TRACKED
CIK 0001912676
$20.3M
AUM
1
positions
2
filings
latest Q3 2023
LightSquare Wealth Management, LLC
TRACKED
CIK 0002118318
$133.5M
AUM
92
positions
1
filings
latest Q1 2026
LIGHT STREET CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001569049
$534.2M
AUM
23
positions
12
filings
latest Q1 2026
LILLY ENDOWMENT INC
TRACKED
CIK 0000316011
$108.40B
AUM
1
positions
2
filings
latest Q2 2026
Limestone Investment Advisors LP
TRACKED
CIK 0002075597
$1.25B
AUM
197
positions
4
filings
latest Q1 2026
LINCLUDEN MANAGEMENT LTD
TRACKED
CIK 0001058231
$1.0M
AUM
68
positions
13
filings
latest Q2 2026
LINCOLN CAPITAL CORP
TRACKED
CIK 0000872359
$307.8M
AUM
99
positions
2
filings
latest Q2 2026
Lincoln Capital LLC
TRACKED
CIK 0001633862
$562.0M
AUM
137
positions
2
filings
latest Q2 2026
LINCOLN NATIONAL CORP
TRACKED
CIK 0000059558
$3.45B
AUM
19
positions
2
filings
latest Q1 2026
Lindbrook Capital, LLC
TRACKED
CIK 0001767045
$1.08B
AUM
2,787
positions
2
filings
latest Q1 2025
LINDEN ADVISORS LP
TRACKED
CIK 0001279396
$17.86B
AUM
563
positions
12
filings
latest Q1 2026
Linden Rose Investment LLC
TRACKED
CIK 0001833819
—
AUM
—
positions
2
filings
latest Q1 2026
Lindenstone AG
TRACKED
CIK 0002012405
—
AUM
1
positions
2
filings
latest Q3 2025
Linden Thomas Advisory Services, LLC
TRACKED
CIK 0001965702
$1.24B
AUM
542
positions
2
filings
latest Q2 2026
Lindenwold Advisors, INC
TRACKED
CIK 0001874374
$211.6M
AUM
110
positions
2
filings
latest Q3 2025
Lindsell Train Ltd
TRACKED
CIK 0001484150
$2.63B
AUM
28
positions
2
filings
latest Q2 2026
Lind Value II ApS
TRACKED
CIK 0001891185
$450.8M
AUM
8
positions
9
filings
latest Q1 2026
Lineage Point Capital LP
TRACKED
CIK 0002093311
$409.3M
AUM
271
positions
3
filings
latest Q1 2026
Lineweaver Wealth Advisors, LLC
TRACKED
CIK 0001797873
$844.8M
AUM
181
positions
2
filings
latest Q2 2026
Lingohr Asset Management GmbH
TRACKED
CIK 0001527570
—
AUM
—
positions
2
filings
latest Q3 2025
Lingotto Investment Management LLP
TRACKED
CIK 0001732768
$4.67B
AUM
31
positions
14
filings
latest Q2 2026
Linker Capital Management Inc.
TRACKED
CIK 0001905644
—
AUM
—
positions
2
filings
latest Q2 2023
Linonia Partnership LP
TRACKED
CIK 0001985479
$5.38B
AUM
14
positions
10
filings
latest Q1 2026
Linscomb Wealth, Inc.
TRACKED
CIK 0001313294
$2.25B
AUM
335
positions
12
filings
latest Q1 2026
Linse Capital LLC
TRACKED
CIK 0001849040
$24.6M
AUM
1
positions
2
filings
latest Q3 2024
Linse Capital Management PR LLC
TRACKED
CIK 0001849153
$2.3M
AUM
1
positions
2
filings
latest Q4 2023
Lion Point Capital, LP
TRACKED
CIK 0001643354
$16.7M
AUM
35
positions
12
filings
latest Q1 2026
Lionsbridge Wealth Management LLC
TRACKED
CIK 0001800533
$99.5M
AUM
59
positions
12
filings
latest Q1 2026
Lionshead Wealth Management, LLC
TRACKED
CIK 0002056752
$154.0M
AUM
112
positions
7
filings
latest Q2 2026
Lionstone Capital Management LLC
TRACKED
CIK 0001575662
$413.0M
AUM
12
positions
12
filings
latest Q1 2026
Lion Street Advisors, LLC
TRACKED
CIK 0001801991
$289.0M
AUM
224
positions
2
filings
latest Q3 2025
Liontrust Investment Partners LLP
TRACKED
CIK 0001544204
$6.74B
AUM
204
positions
14
filings
latest Q1 2026
Lipe & Dalton
TRACKED
CIK 0001570396
$215,132
AUM
94
positions
2
filings
latest Q2 2026
Liquid Strategies, LLC
TRACKED
CIK 0001774727
$732.3M
AUM
7
positions
2
filings
latest Q2 2026
Lisanti Capital Growth, LLC
TRACKED
CIK 0001424467
$396.8M
AUM
103
positions
12
filings
latest Q1 2026

LifePro Asset Management
TRACKED
CIK 0001838533
$163.4M
AUM
149
positions
2
filings
latest Q3 2024
LifeSteps Financial, Inc.
TRACKED
CIK 0001801373
$214.5M
AUM
792
positions
2
filings
latest Q2 2026
Lifestyle Asset Management, Inc.
TRACKED
CIK 0001845675
—
AUM
—
positions
2
filings
latest Q2 2026
Lifetime Wealth Management P.C.
TRACKED
CIK 0002116339
$175.8M
AUM
86
positions
3
filings
latest Q1 2026
LifeWealth Investments, LLC
TRACKED
CIK 0002033794
—
AUM
—
positions
2
filings
latest Q2 2026
Lifeworks Advisors, LLC
TRACKED
CIK 0001882132
$779.4M
AUM
297
positions
2
filings
latest Q1 2026
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)
TRACKED
CIK 0002139779
—
AUM
—
positions
2
filings
latest Q2 2026
LiftPoint Family Wealth Advisors LLC
TRACKED
CIK 0002110810
$120.8M
AUM
56
positions
2
filings
latest Q1 2026
Lighthouse Financial LLC
TRACKED
CIK 0002057556
$165.8M
AUM
74
positions
6
filings
latest Q1 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV
TRACKED
CIK 0001068979
$475.9M
AUM
102
positions
2
filings
latest Q2 2026
Lighthouse Investment Partners, LLC
TRACKED
CIK 0001600344
$2.87B
AUM
673
positions
12
filings
latest Q1 2026
Lighthouse Wealth Management Inc.
TRACKED
CIK 0002042810
—
AUM
—
positions
2
filings
latest Q2 2026
Lightrock Netherlands B.V.
TRACKED
CIK 0002041485
$468.1M
AUM
38
positions
6
filings
latest Q1 2026
Lightspeed Management Company, L.L.C.
TRACKED
CIK 0001702122
$988.0M
AUM
8
positions
7
filings
latest Q1 2026
Lightspeed Opportunity Fund, L.P.
TRACKED
CIK 0001780948
$50.1M
AUM
1
positions
2
filings
latest Q3 2024
Lightspeed Ultimate General Partner IX, Ltd.
TRACKED
CIK 0001912676
$20.3M
AUM
1
positions
2
filings
latest Q3 2023
LightSquare Wealth Management, LLC
TRACKED
CIK 0002118318
$133.5M
AUM
92
positions
1
filings
latest Q1 2026
LIGHT STREET CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001569049
$534.2M
AUM
23
positions
12
filings
latest Q1 2026
LILLY ENDOWMENT INC
TRACKED
CIK 0000316011
$108.40B
AUM
1
positions
2
filings
latest Q2 2026
Limestone Investment Advisors LP
TRACKED
CIK 0002075597
$1.25B
AUM
197
positions
4
filings
latest Q1 2026
LINCLUDEN MANAGEMENT LTD
TRACKED
CIK 0001058231
$1.0M
AUM
68
positions
13
filings
latest Q2 2026
LINCOLN CAPITAL CORP
TRACKED
CIK 0000872359
$307.8M
AUM
99
positions
2
filings
latest Q2 2026
Lincoln Capital LLC
TRACKED
CIK 0001633862
$562.0M
AUM
137
positions
2
filings
latest Q2 2026
LINCOLN NATIONAL CORP
TRACKED
CIK 0000059558
$3.45B
AUM
19
positions
2
filings
latest Q1 2026
Lindbrook Capital, LLC
TRACKED
CIK 0001767045
$1.08B
AUM
2,787
positions
2
filings
latest Q1 2025
LINDEN ADVISORS LP
TRACKED
CIK 0001279396
$17.86B
AUM
563
positions
12
filings
latest Q1 2026
Linden Rose Investment LLC
TRACKED
CIK 0001833819
—
AUM
—
positions
2
filings
latest Q1 2026
Lindenstone AG
TRACKED
CIK 0002012405
—
AUM
1
positions
2
filings
latest Q3 2025
Linden Thomas Advisory Services, LLC
TRACKED
CIK 0001965702
$1.24B
AUM
542
positions
2
filings
latest Q2 2026
Lindenwold Advisors, INC
TRACKED
CIK 0001874374
$211.6M
AUM
110
positions
2
filings
latest Q3 2025
Lindsell Train Ltd
TRACKED
CIK 0001484150
$2.63B
AUM
28
positions
2
filings
latest Q2 2026
Lind Value II ApS
TRACKED
CIK 0001891185
$450.8M
AUM
8
positions
9
filings
latest Q1 2026
Lineage Point Capital LP
TRACKED
CIK 0002093311
$409.3M
AUM
271
positions
3
filings
latest Q1 2026
Lineweaver Wealth Advisors, LLC
TRACKED
CIK 0001797873
$844.8M
AUM
181
positions
2
filings
latest Q2 2026
Lingohr Asset Management GmbH
TRACKED
CIK 0001527570
—
AUM
—
positions
2
filings
latest Q3 2025
Lingotto Investment Management LLP
TRACKED
CIK 0001732768
$4.67B
AUM
31
positions
14
filings
latest Q2 2026
Linker Capital Management Inc.
TRACKED
CIK 0001905644
—
AUM
—
positions
2
filings
latest Q2 2023
Linonia Partnership LP
TRACKED
CIK 0001985479
$5.38B
AUM
14
positions
10
filings
latest Q1 2026
Linscomb Wealth, Inc.
TRACKED
CIK 0001313294
$2.25B
AUM
335
positions
12
filings
latest Q1 2026
Linse Capital LLC
TRACKED
CIK 0001849040
$24.6M
AUM
1
positions
2
filings
latest Q3 2024
Linse Capital Management PR LLC
TRACKED
CIK 0001849153
$2.3M
AUM
1
positions
2
filings
latest Q4 2023
Lion Point Capital, LP
TRACKED
CIK 0001643354
$16.7M
AUM
35
positions
12
filings
latest Q1 2026
Lionsbridge Wealth Management LLC
TRACKED
CIK 0001800533
$99.5M
AUM
59
positions
12
filings
latest Q1 2026
Lionshead Wealth Management, LLC
TRACKED
CIK 0002056752
$154.0M
AUM
112
positions
7
filings
latest Q2 2026
Lionstone Capital Management LLC
TRACKED
CIK 0001575662
$413.0M
AUM
12
positions
12
filings
latest Q1 2026
Lion Street Advisors, LLC
TRACKED
CIK 0001801991
$289.0M
AUM
224
positions
2
filings
latest Q3 2025
Liontrust Investment Partners LLP
TRACKED
CIK 0001544204
$6.74B
AUM
204
positions
14
filings
latest Q1 2026
Lipe & Dalton
TRACKED
CIK 0001570396
$215,132
AUM
94
positions
2
filings
latest Q2 2026
Liquid Strategies, LLC
TRACKED
CIK 0001774727
$732.3M
AUM
7
positions
2
filings
latest Q2 2026
Lisanti Capital Growth, LLC
TRACKED
CIK 0001424467
$396.8M
AUM
103
positions
12
filings
latest Q1 2026

Page 5 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

LifePro Asset Management

LifeSteps Financial, Inc.

Lifestyle Asset Management, Inc.

Lifetime Wealth Management P.C.

LifeWealth Investments, LLC

Lifeworks Advisors, LLC

Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)

LiftPoint Family Wealth Advisors LLC

Lighthouse Financial LLC

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Lighthouse Investment Partners, LLC

Lighthouse Wealth Management Inc.

Lightrock Netherlands B.V.

Lightspeed Management Company, L.L.C.

Lightspeed Opportunity Fund, L.P.

Lightspeed Ultimate General Partner IX, Ltd.

LightSquare Wealth Management, LLC

LIGHT STREET CAPITAL MANAGEMENT, LLC

LILLY ENDOWMENT INC

Limestone Investment Advisors LP

LINCLUDEN MANAGEMENT LTD

LINCOLN CAPITAL CORP

Lincoln Capital LLC

LINCOLN NATIONAL CORP

Lindbrook Capital, LLC

LINDEN ADVISORS LP

Linden Rose Investment LLC

Lindenstone AG

Linden Thomas Advisory Services, LLC

Lindenwold Advisors, INC

Lindsell Train Ltd

Lind Value II ApS

Lineage Point Capital LP

Lineweaver Wealth Advisors, LLC

Lingohr Asset Management GmbH

Lingotto Investment Management LLP

Linker Capital Management Inc.

Linonia Partnership LP

Linscomb Wealth, Inc.

Linse Capital LLC

Linse Capital Management PR LLC

Lion Point Capital, LP

Lionsbridge Wealth Management LLC

Lionshead Wealth Management, LLC

Lionstone Capital Management LLC

Lion Street Advisors, LLC

Liontrust Investment Partners LLP

Lipe & Dalton

Liquid Strategies, LLC

Lisanti Capital Growth, LLC