Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

10317 institutions on file

AdviceOne Advisory Services, LLC
TRACKED
CIK 0001998980
$177.0M
AUM
45
positions
2
filings
latest Q2 2026
AdvisorNet Financial, Inc
TRACKED
CIK 0001409362
$2.19B
AUM
2,266
positions
8
filings
latest Q2 2026
Advisor OS, LLC
TRACKED
CIK 0001767580
$1.38B
AUM
571
positions
12
filings
latest Q1 2026
ADVISOR PARTNERS II, LLC
TRACKED
CIK 0001954015
$2.49B
AUM
1,252
positions
5
filings
latest Q3 2023
Advisor Resource Council
TRACKED
CIK 0001820879
$354.5M
AUM
260
positions
13
filings
latest Q2 2026
Advisors Asset Management, Inc.
TRACKED
CIK 0001297376
$6.01B
AUM
1,451
positions
12
filings
latest Q1 2026
Advisors Capital Management, LLC
TRACKED
CIK 0001345576
$8.58B
AUM
566
positions
8
filings
latest Q1 2026
AdvisorShares Investments LLC
TRACKED
CIK 0001425930
$548.7M
AUM
280
positions
8
filings
latest Q1 2026
ADVISORS MANAGEMENT GROUP INC /ADV
TRACKED
CIK 0000842766
$548,507
AUM
158
positions
8
filings
latest Q1 2026
Advisors Preferred, LLC
TRACKED
CIK 0001598841
$679.0M
AUM
215
positions
8
filings
latest Q1 2026
ADVISORTRUST PARTNERS, LLC
TRACKED
CIK 0002115523
$240.4M
AUM
255
positions
2
filings
latest Q1 2026
Advisory Advocates, LLC
TRACKED
CIK 0002111697
$198.5M
AUM
182
positions
2
filings
latest Q1 2026
Advisory Alpha, LLC
TRACKED
CIK 0001576762
$3.66B
AUM
545
positions
13
filings
latest Q1 2026
ADVISORY RESEARCH INC
TRACKED
CIK 0000902584
$813.5M
AUM
137
positions
12
filings
latest Q1 2026
Advisory Resource Group
TRACKED
CIK 0001764968
$665.0M
AUM
183
positions
13
filings
latest Q2 2026
Advisory Services & Investments, LLC
TRACKED
CIK 0001862931
$146.9M
AUM
40
positions
8
filings
latest Q3 2024
Advisory Services Network, LLC
TRACKED
CIK 0001573876
$7.52B
AUM
4,832
positions
12
filings
latest Q1 2026
Advocacy Wealth Management, LLC
TRACKED
CIK 0001569452
$2.75B
AUM
151
positions
13
filings
latest Q2 2026
ADVOCATE GROUP LLC
TRACKED
CIK 0001853401
—
AUM
—
positions
8
filings
latest Q2 2026
Advocate Investing Services LLC
TRACKED
CIK 0002110509
$129.8M
AUM
460
positions
2
filings
latest Q2 2026
Advyzon Investment Management, LLC
TRACKED
CIK 0002011872
$1.12B
AUM
675
positions
6
filings
latest Q1 2026
ADW Capital Management, LLC
TRACKED
CIK 0001745214
$257.3M
AUM
8
positions
12
filings
latest Q1 2026
AEGIS FINANCIAL CORP
TRACKED
CIK 0001140753
$580.5M
AUM
37
positions
12
filings
latest Q1 2026
Aegis Wealth Management, Inc.
TRACKED
CIK 0002096565
$154.9M
AUM
119
positions
2
filings
latest Q2 2026
Aegis Wealth Management LLC
TRACKED
CIK 0001628818
$174.9M
AUM
118
positions
2
filings
latest Q1 2026
AEGON ASSET MANAGEMENT UK PLC
TRACKED
CIK 0001539994
$9.38B
AUM
172
positions
8
filings
latest Q2 2026
AEGON USA Investment Management, LLC
TRACKED
CIK 0001454937
$139.7M
AUM
42
positions
8
filings
latest Q2 2026
AE INDUSTRIAL PARTNERS, LP
TRACKED
CIK 0001880785
—
AUM
—
positions
6
filings
latest Q1 2026
Aequim Alternative Investments LP
TRACKED
CIK 0001728201
$5.16B
AUM
102
positions
12
filings
latest Q1 2026
Aerodigm Wealth, LLC
TRACKED
CIK 0001927705
$265.7M
AUM
86
positions
2
filings
latest Q1 2026
AEW CAPITAL MANAGEMENT L P
TRACKED
CIK 0001046187
$1.38B
AUM
40
positions
8
filings
latest Q1 2026
AE Wealth Management LLC
TRACKED
CIK 0001697723
$18.49B
AUM
2,591
positions
12
filings
latest Q1 2026
AF Advisors, Inc.
TRACKED
CIK 0001818044
$180.9M
AUM
26
positions
8
filings
latest Q1 2026
AFBI LP
TRACKED
CIK 0001885432
$131.2M
AUM
1
positions
7
filings
latest Q1 2026
Affiance Financial, LLC
TRACKED
CIK 0001723681
$695.4M
AUM
110
positions
8
filings
latest Q2 2026
AFFINIA FINANCIAL GROUP, LLC
TRACKED
CIK 0001802862
$144.3M
AUM
35
positions
8
filings
latest Q2 2023
Affinity Asset Advisors, LLC
TRACKED
CIK 0001773195
$1.94B
AUM
103
positions
13
filings
latest Q1 2026
Affinity Capital Advisors, LLC
TRACKED
CIK 0001810023
$809.5M
AUM
203
positions
8
filings
latest Q2 2026
AFFINITY INVESTMENT ADVISORS, LLC
TRACKED
CIK 0001520601
$159.9M
AUM
137
positions
12
filings
latest Q1 2026
Affinity Partners GP LP
TRACKED
CIK 0002059583
$634.8M
AUM
1
positions
6
filings
latest Q1 2026
AFFINITY WEALTH MANAGEMENT LLC
TRACKED
CIK 0000810672
$776.4M
AUM
113
positions
8
filings
latest Q2 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
TRACKED
CIK 0001907820
$128.5M
AUM
60
positions
8
filings
latest Q2 2026
AFLAC INC (AFL)
TRACKED
CIK 0000004977
$94.8M
AUM
4
positions
12
filings
latest Q1 2026
AFS Financial Group, LLC
TRACKED
CIK 0001879345
$1.2M
AUM
4
positions
8
filings
latest Q3 2024
AFT, FORSYTH & COMPANY, INC.
TRACKED
CIK 0001512073
$212.4M
AUM
123
positions
12
filings
latest Q1 2026
Aft, Forsyth & Sober, LLC
TRACKED
CIK 0001566801
$327.8M
AUM
62
positions
12
filings
latest Q1 2026
AG2R LA MONDIALE GESTION D'ACTIFS
TRACKED
CIK 0002047606
$2.76B
AUM
342
positions
6
filings
latest Q2 2026
AG Asset Advisory, LLC
TRACKED
CIK 0001625008
$120.6M
AUM
25
positions
2
filings
latest Q1 2026
Agate Pass Investment Management, LLC
TRACKED
CIK 0001900409
$271.2M
AUM
109
positions
8
filings
latest Q2 2026
AGAVE CAPITAL MANAGEMENT Ltd
TRACKED
CIK 0002099846
$621.7M
AUM
8
positions
2
filings
latest Q1 2026

AdviceOne Advisory Services, LLC
TRACKED
CIK 0001998980
$177.0M
AUM
45
positions
2
filings
latest Q2 2026
AdvisorNet Financial, Inc
TRACKED
CIK 0001409362
$2.19B
AUM
2,266
positions
8
filings
latest Q2 2026
Advisor OS, LLC
TRACKED
CIK 0001767580
$1.38B
AUM
571
positions
12
filings
latest Q1 2026
ADVISOR PARTNERS II, LLC
TRACKED
CIK 0001954015
$2.49B
AUM
1,252
positions
5
filings
latest Q3 2023
Advisor Resource Council
TRACKED
CIK 0001820879
$354.5M
AUM
260
positions
13
filings
latest Q2 2026
Advisors Asset Management, Inc.
TRACKED
CIK 0001297376
$6.01B
AUM
1,451
positions
12
filings
latest Q1 2026
Advisors Capital Management, LLC
TRACKED
CIK 0001345576
$8.58B
AUM
566
positions
8
filings
latest Q1 2026
AdvisorShares Investments LLC
TRACKED
CIK 0001425930
$548.7M
AUM
280
positions
8
filings
latest Q1 2026
ADVISORS MANAGEMENT GROUP INC /ADV
TRACKED
CIK 0000842766
$548,507
AUM
158
positions
8
filings
latest Q1 2026
Advisors Preferred, LLC
TRACKED
CIK 0001598841
$679.0M
AUM
215
positions
8
filings
latest Q1 2026
ADVISORTRUST PARTNERS, LLC
TRACKED
CIK 0002115523
$240.4M
AUM
255
positions
2
filings
latest Q1 2026
Advisory Advocates, LLC
TRACKED
CIK 0002111697
$198.5M
AUM
182
positions
2
filings
latest Q1 2026
Advisory Alpha, LLC
TRACKED
CIK 0001576762
$3.66B
AUM
545
positions
13
filings
latest Q1 2026
ADVISORY RESEARCH INC
TRACKED
CIK 0000902584
$813.5M
AUM
137
positions
12
filings
latest Q1 2026
Advisory Resource Group
TRACKED
CIK 0001764968
$665.0M
AUM
183
positions
13
filings
latest Q2 2026
Advisory Services & Investments, LLC
TRACKED
CIK 0001862931
$146.9M
AUM
40
positions
8
filings
latest Q3 2024
Advisory Services Network, LLC
TRACKED
CIK 0001573876
$7.52B
AUM
4,832
positions
12
filings
latest Q1 2026
Advocacy Wealth Management, LLC
TRACKED
CIK 0001569452
$2.75B
AUM
151
positions
13
filings
latest Q2 2026
ADVOCATE GROUP LLC
TRACKED
CIK 0001853401
—
AUM
—
positions
8
filings
latest Q2 2026
Advocate Investing Services LLC
TRACKED
CIK 0002110509
$129.8M
AUM
460
positions
2
filings
latest Q2 2026
Advyzon Investment Management, LLC
TRACKED
CIK 0002011872
$1.12B
AUM
675
positions
6
filings
latest Q1 2026
ADW Capital Management, LLC
TRACKED
CIK 0001745214
$257.3M
AUM
8
positions
12
filings
latest Q1 2026
AEGIS FINANCIAL CORP
TRACKED
CIK 0001140753
$580.5M
AUM
37
positions
12
filings
latest Q1 2026
Aegis Wealth Management, Inc.
TRACKED
CIK 0002096565
$154.9M
AUM
119
positions
2
filings
latest Q2 2026
Aegis Wealth Management LLC
TRACKED
CIK 0001628818
$174.9M
AUM
118
positions
2
filings
latest Q1 2026
AEGON ASSET MANAGEMENT UK PLC
TRACKED
CIK 0001539994
$9.38B
AUM
172
positions
8
filings
latest Q2 2026
AEGON USA Investment Management, LLC
TRACKED
CIK 0001454937
$139.7M
AUM
42
positions
8
filings
latest Q2 2026
AE INDUSTRIAL PARTNERS, LP
TRACKED
CIK 0001880785
—
AUM
—
positions
6
filings
latest Q1 2026
Aequim Alternative Investments LP
TRACKED
CIK 0001728201
$5.16B
AUM
102
positions
12
filings
latest Q1 2026
Aerodigm Wealth, LLC
TRACKED
CIK 0001927705
$265.7M
AUM
86
positions
2
filings
latest Q1 2026
AEW CAPITAL MANAGEMENT L P
TRACKED
CIK 0001046187
$1.38B
AUM
40
positions
8
filings
latest Q1 2026
AE Wealth Management LLC
TRACKED
CIK 0001697723
$18.49B
AUM
2,591
positions
12
filings
latest Q1 2026
AF Advisors, Inc.
TRACKED
CIK 0001818044
$180.9M
AUM
26
positions
8
filings
latest Q1 2026
AFBI LP
TRACKED
CIK 0001885432
$131.2M
AUM
1
positions
7
filings
latest Q1 2026
Affiance Financial, LLC
TRACKED
CIK 0001723681
$695.4M
AUM
110
positions
8
filings
latest Q2 2026
AFFINIA FINANCIAL GROUP, LLC
TRACKED
CIK 0001802862
$144.3M
AUM
35
positions
8
filings
latest Q2 2023
Affinity Asset Advisors, LLC
TRACKED
CIK 0001773195
$1.94B
AUM
103
positions
13
filings
latest Q1 2026
Affinity Capital Advisors, LLC
TRACKED
CIK 0001810023
$809.5M
AUM
203
positions
8
filings
latest Q2 2026
AFFINITY INVESTMENT ADVISORS, LLC
TRACKED
CIK 0001520601
$159.9M
AUM
137
positions
12
filings
latest Q1 2026
Affinity Partners GP LP
TRACKED
CIK 0002059583
$634.8M
AUM
1
positions
6
filings
latest Q1 2026
AFFINITY WEALTH MANAGEMENT LLC
TRACKED
CIK 0000810672
$776.4M
AUM
113
positions
8
filings
latest Q2 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
TRACKED
CIK 0001907820
$128.5M
AUM
60
positions
8
filings
latest Q2 2026
AFLAC INC (AFL)
TRACKED
CIK 0000004977
$94.8M
AUM
4
positions
12
filings
latest Q1 2026
AFS Financial Group, LLC
TRACKED
CIK 0001879345
$1.2M
AUM
4
positions
8
filings
latest Q3 2024
AFT, FORSYTH & COMPANY, INC.
TRACKED
CIK 0001512073
$212.4M
AUM
123
positions
12
filings
latest Q1 2026
Aft, Forsyth & Sober, LLC
TRACKED
CIK 0001566801
$327.8M
AUM
62
positions
12
filings
latest Q1 2026
AG2R LA MONDIALE GESTION D'ACTIFS
TRACKED
CIK 0002047606
$2.76B
AUM
342
positions
6
filings
latest Q2 2026
AG Asset Advisory, LLC
TRACKED
CIK 0001625008
$120.6M
AUM
25
positions
2
filings
latest Q1 2026
Agate Pass Investment Management, LLC
TRACKED
CIK 0001900409
$271.2M
AUM
109
positions
8
filings
latest Q2 2026
AGAVE CAPITAL MANAGEMENT Ltd
TRACKED
CIK 0002099846
$621.7M
AUM
8
positions
2
filings
latest Q1 2026

Page 5 of 207

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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

AdviceOne Advisory Services, LLC

AdvisorNet Financial, Inc

Advisor OS, LLC

ADVISOR PARTNERS II, LLC

Advisor Resource Council

Advisors Asset Management, Inc.

Advisors Capital Management, LLC

AdvisorShares Investments LLC

ADVISORS MANAGEMENT GROUP INC /ADV

Advisors Preferred, LLC

ADVISORTRUST PARTNERS, LLC

Advisory Advocates, LLC

Advisory Alpha, LLC

ADVISORY RESEARCH INC

Advisory Resource Group

Advisory Services & Investments, LLC

Advisory Services Network, LLC

Advocacy Wealth Management, LLC

ADVOCATE GROUP LLC

Advocate Investing Services LLC

Advyzon Investment Management, LLC

ADW Capital Management, LLC

AEGIS FINANCIAL CORP

Aegis Wealth Management, Inc.

Aegis Wealth Management LLC

AEGON ASSET MANAGEMENT UK PLC

AEGON USA Investment Management, LLC

AE INDUSTRIAL PARTNERS, LP

Aequim Alternative Investments LP

Aerodigm Wealth, LLC

AEW CAPITAL MANAGEMENT L P

AE Wealth Management LLC

AF Advisors, Inc.

AFBI LP

Affiance Financial, LLC

AFFINIA FINANCIAL GROUP, LLC

Affinity Asset Advisors, LLC

Affinity Capital Advisors, LLC

AFFINITY INVESTMENT ADVISORS, LLC

Affinity Partners GP LP

AFFINITY WEALTH MANAGEMENT LLC

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

AFLAC INC (AFL)

AFS Financial Group, LLC

AFT, FORSYTH & COMPANY, INC.

Aft, Forsyth & Sober, LLC

AG2R LA MONDIALE GESTION D'ACTIFS

AG Asset Advisory, LLC

Agate Pass Investment Management, LLC

AGAVE CAPITAL MANAGEMENT Ltd