Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Catalyst Capital Advisors LLC
TRACKED
CIK 0001549275
$6.03B
AUM
369
positions
13
filings
latest Q2 2026
CATALYST FINANCIAL PARTNERS LLC
TRACKED
CIK 0001927537
$846.9M
AUM
370
positions
12
filings
latest Q1 2026
Catalyst Funds Management Pty Ltd
TRACKED
CIK 0001896150
$590.6M
AUM
584
positions
9
filings
latest Q1 2026
Catalyst Investment Management LLC
TRACKED
CIK 0002055584
$90.2M
AUM
65
positions
2
filings
latest Q1 2026
CATALYST PRIVATE WEALTH, LLC
TRACKED
CIK 0001831193
$207.1M
AUM
82
positions
2
filings
latest Q2 2026
Catawba River Capital
TRACKED
CIK 0001843303
$223.5M
AUM
24
positions
14
filings
latest Q2 2026
Catherine Avery Investment Management LLC
TRACKED
CIK 0002103454
$229.0M
AUM
166
positions
9
filings
latest Q2 2026
CATHY PARETO & ASSOCIATES, INC
TRACKED
CIK 0002045974
$170.6M
AUM
102
positions
2
filings
latest Q2 2026
CAT ROCK CAPITAL MANAGEMENT LP
TRACKED
CIK 0001654648
$643.6M
AUM
14
positions
12
filings
latest Q1 2026
Catterton Management Company, L.L.C.
TRACKED
CIK 0001560123
—
AUM
—
positions
2
filings
latest Q2 2026
Cauble & Harre Wealth Management, Inc.
TRACKED
CIK 0002064807
$125.5M
AUM
74
positions
2
filings
latest Q1 2026
CAUSEWAY CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001165797
$8.15B
AUM
107
positions
12
filings
latest Q1 2026
Causey Wealth LLC
TRACKED
CIK 0002132639
$749.9M
AUM
76
positions
7
filings
latest Q1 2026
Cavalier Investments, LLC
TRACKED
CIK 0001655543
—
AUM
—
positions
12
filings
latest Q1 2026
Cavalry Management Group, LLC
TRACKED
CIK 0001484165
$22.3M
AUM
16
positions
2
filings
latest Q3 2024
CAXTON ASSOCIATES LLP
TRACKED
CIK 0002051323
$4.42B
AUM
753
positions
5
filings
latest Q1 2026
CAXTON ASSOCIATES LP
TRACKED
CIK 0000872573
$3.18B
AUM
475
positions
2
filings
latest Q4 2024
CAXTON CORP
TRACKED
CIK 0001388551
$4.0M
AUM
7
positions
12
filings
latest Q1 2026
CAZ INVESTMENTS LP
TRACKED
CIK 0001159363
$85.6M
AUM
43
positions
12
filings
latest Q1 2026
CBIZ Investment Advisory Services, LLC
TRACKED
CIK 0001795934
$2.74B
AUM
415
positions
13
filings
latest Q1 2026
CBM Financial, LLC
TRACKED
CIK 0002055702
—
AUM
—
positions
3
filings
latest Q1 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
TRACKED
CIK 0001033984
$6.75B
AUM
96
positions
12
filings
latest Q1 2026
CCG WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001771169
$368.9M
AUM
136
positions
2
filings
latest Q1 2026
CCLA Investment Management
TRACKED
CIK 0001631562
$6.2M
AUM
55
positions
2
filings
latest Q4 2025
CCM INVESTMENT ADVISERS LLC
TRACKED
CIK 0000931097
$1.04B
AUM
93
positions
12
filings
latest Q1 2026
CCM INVESTMENT GROUP, LLC
TRACKED
CIK 0002067069
$917.0M
AUM
208
positions
2
filings
latest Q1 2025
CCMP Capital GP, LLC
TRACKED
CIK 0001674350
—
AUM
1
positions
2
filings
latest Q3 2024
CDAM (UK) Ltd
TRACKED
CIK 0001719387
$450.9M
AUM
11
positions
12
filings
latest Q1 2026
CDC Financial, Inc.
TRACKED
CIK 0002077836
$157.2M
AUM
43
positions
2
filings
latest Q1 2026
CDKV HOLDINGS LLC
TRACKED
CIK 0002109928
—
AUM
—
positions
2
filings
latest Q1 2026
CDM FINANCIAL COUNSELING SERVICES, INC.
TRACKED
CIK 0002107537
$116.1M
AUM
77
positions
2
filings
latest Q2 2026
Cedar Brook Financial Partners, LLC
TRACKED
CIK 0001767302
$698,121
AUM
3
positions
2
filings
latest Q3 2024
Cedar Mountain Advisors, LLC
TRACKED
CIK 0001798986
$580.7M
AUM
1,175
positions
2
filings
latest Q2 2026
Cedar Point Capital Partners, LLC
TRACKED
CIK 0001954337
$173.8M
AUM
76
positions
11
filings
latest Q2 2026
Cedar Wealth Management, LLC
TRACKED
CIK 0001665642
$343.6M
AUM
89
positions
12
filings
latest Q1 2026
Cedarwood Wealth LLC
TRACKED
CIK 0002114448
$132.3M
AUM
96
positions
2
filings
latest Q2 2026
Cederberg Capital Ltd
TRACKED
CIK 0001861244
$186,321
AUM
11
positions
13
filings
latest Q1 2026
CEDRUS LLC
TRACKED
CIK 0001992810
$269.9M
AUM
182
positions
2
filings
latest Q3 2024
Cedrus Wealth Group LLC
TRACKED
CIK 0002134767
$108.4M
AUM
48
positions
2
filings
latest Q1 2026
CEERA INVESTMENTS, LLC
TRACKED
CIK 0001860698
$228.0M
AUM
93
positions
12
filings
latest Q1 2026
Ceeto Capital Group, LLC
TRACKED
CIK 0001722439
$325,893
AUM
164
positions
12
filings
latest Q1 2026
CENTAURUS FINANCIAL, INC.
TRACKED
CIK 0000891943
$2.1M
AUM
1,055
positions
12
filings
latest Q1 2026
Centennial Advisors, LLC
TRACKED
CIK 0001951376
—
AUM
—
positions
2
filings
latest Q2 2026
Centennial Bank/AR/
TRACKED
CIK 0001994744
$278.7M
AUM
323
positions
14
filings
latest Q1 2026
Centennial Wealth Advisory LLC
TRACKED
CIK 0001839421
$463.2M
AUM
181
positions
2
filings
latest Q2 2026
CenterBook Partners LP
TRACKED
CIK 0001872738
$1.86B
AUM
628
positions
2
filings
latest Q1 2026
Centerbridge Partners, L.P.
TRACKED
CIK 0001484836
$61.1M
AUM
3
positions
12
filings
latest Q1 2026
Centered Wealth LLC dba Miller Equity Capital Advisors
TRACKED
CIK 0001894543
$1.4M
AUM
5
positions
2
filings
latest Q1 2025
Center For Asset Management LLC
TRACKED
CIK 0001844878
$225.3M
AUM
151
positions
2
filings
latest Q2 2026
Center for Financial Planning, Inc.
TRACKED
CIK 0001803557
$1.07B
AUM
666
positions
2
filings
latest Q2 2026

Catalyst Capital Advisors LLC
TRACKED
CIK 0001549275
$6.03B
AUM
369
positions
13
filings
latest Q2 2026
CATALYST FINANCIAL PARTNERS LLC
TRACKED
CIK 0001927537
$846.9M
AUM
370
positions
12
filings
latest Q1 2026
Catalyst Funds Management Pty Ltd
TRACKED
CIK 0001896150
$590.6M
AUM
584
positions
9
filings
latest Q1 2026
Catalyst Investment Management LLC
TRACKED
CIK 0002055584
$90.2M
AUM
65
positions
2
filings
latest Q1 2026
CATALYST PRIVATE WEALTH, LLC
TRACKED
CIK 0001831193
$207.1M
AUM
82
positions
2
filings
latest Q2 2026
Catawba River Capital
TRACKED
CIK 0001843303
$223.5M
AUM
24
positions
14
filings
latest Q2 2026
Catherine Avery Investment Management LLC
TRACKED
CIK 0002103454
$229.0M
AUM
166
positions
9
filings
latest Q2 2026
CATHY PARETO & ASSOCIATES, INC
TRACKED
CIK 0002045974
$170.6M
AUM
102
positions
2
filings
latest Q2 2026
CAT ROCK CAPITAL MANAGEMENT LP
TRACKED
CIK 0001654648
$643.6M
AUM
14
positions
12
filings
latest Q1 2026
Catterton Management Company, L.L.C.
TRACKED
CIK 0001560123
—
AUM
—
positions
2
filings
latest Q2 2026
Cauble & Harre Wealth Management, Inc.
TRACKED
CIK 0002064807
$125.5M
AUM
74
positions
2
filings
latest Q1 2026
CAUSEWAY CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001165797
$8.15B
AUM
107
positions
12
filings
latest Q1 2026
Causey Wealth LLC
TRACKED
CIK 0002132639
$749.9M
AUM
76
positions
7
filings
latest Q1 2026
Cavalier Investments, LLC
TRACKED
CIK 0001655543
—
AUM
—
positions
12
filings
latest Q1 2026
Cavalry Management Group, LLC
TRACKED
CIK 0001484165
$22.3M
AUM
16
positions
2
filings
latest Q3 2024
CAXTON ASSOCIATES LLP
TRACKED
CIK 0002051323
$4.42B
AUM
753
positions
5
filings
latest Q1 2026
CAXTON ASSOCIATES LP
TRACKED
CIK 0000872573
$3.18B
AUM
475
positions
2
filings
latest Q4 2024
CAXTON CORP
TRACKED
CIK 0001388551
$4.0M
AUM
7
positions
12
filings
latest Q1 2026
CAZ INVESTMENTS LP
TRACKED
CIK 0001159363
$85.6M
AUM
43
positions
12
filings
latest Q1 2026
CBIZ Investment Advisory Services, LLC
TRACKED
CIK 0001795934
$2.74B
AUM
415
positions
13
filings
latest Q1 2026
CBM Financial, LLC
TRACKED
CIK 0002055702
—
AUM
—
positions
3
filings
latest Q1 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
TRACKED
CIK 0001033984
$6.75B
AUM
96
positions
12
filings
latest Q1 2026
CCG WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001771169
$368.9M
AUM
136
positions
2
filings
latest Q1 2026
CCLA Investment Management
TRACKED
CIK 0001631562
$6.2M
AUM
55
positions
2
filings
latest Q4 2025
CCM INVESTMENT ADVISERS LLC
TRACKED
CIK 0000931097
$1.04B
AUM
93
positions
12
filings
latest Q1 2026
CCM INVESTMENT GROUP, LLC
TRACKED
CIK 0002067069
$917.0M
AUM
208
positions
2
filings
latest Q1 2025
CCMP Capital GP, LLC
TRACKED
CIK 0001674350
—
AUM
1
positions
2
filings
latest Q3 2024
CDAM (UK) Ltd
TRACKED
CIK 0001719387
$450.9M
AUM
11
positions
12
filings
latest Q1 2026
CDC Financial, Inc.
TRACKED
CIK 0002077836
$157.2M
AUM
43
positions
2
filings
latest Q1 2026
CDKV HOLDINGS LLC
TRACKED
CIK 0002109928
—
AUM
—
positions
2
filings
latest Q1 2026
CDM FINANCIAL COUNSELING SERVICES, INC.
TRACKED
CIK 0002107537
$116.1M
AUM
77
positions
2
filings
latest Q2 2026
Cedar Brook Financial Partners, LLC
TRACKED
CIK 0001767302
$698,121
AUM
3
positions
2
filings
latest Q3 2024
Cedar Mountain Advisors, LLC
TRACKED
CIK 0001798986
$580.7M
AUM
1,175
positions
2
filings
latest Q2 2026
Cedar Point Capital Partners, LLC
TRACKED
CIK 0001954337
$173.8M
AUM
76
positions
11
filings
latest Q2 2026
Cedar Wealth Management, LLC
TRACKED
CIK 0001665642
$343.6M
AUM
89
positions
12
filings
latest Q1 2026
Cedarwood Wealth LLC
TRACKED
CIK 0002114448
$132.3M
AUM
96
positions
2
filings
latest Q2 2026
Cederberg Capital Ltd
TRACKED
CIK 0001861244
$186,321
AUM
11
positions
13
filings
latest Q1 2026
CEDRUS LLC
TRACKED
CIK 0001992810
$269.9M
AUM
182
positions
2
filings
latest Q3 2024
Cedrus Wealth Group LLC
TRACKED
CIK 0002134767
$108.4M
AUM
48
positions
2
filings
latest Q1 2026
CEERA INVESTMENTS, LLC
TRACKED
CIK 0001860698
$228.0M
AUM
93
positions
12
filings
latest Q1 2026
Ceeto Capital Group, LLC
TRACKED
CIK 0001722439
$325,893
AUM
164
positions
12
filings
latest Q1 2026
CENTAURUS FINANCIAL, INC.
TRACKED
CIK 0000891943
$2.1M
AUM
1,055
positions
12
filings
latest Q1 2026
Centennial Advisors, LLC
TRACKED
CIK 0001951376
—
AUM
—
positions
2
filings
latest Q2 2026
Centennial Bank/AR/
TRACKED
CIK 0001994744
$278.7M
AUM
323
positions
14
filings
latest Q1 2026
Centennial Wealth Advisory LLC
TRACKED
CIK 0001839421
$463.2M
AUM
181
positions
2
filings
latest Q2 2026
CenterBook Partners LP
TRACKED
CIK 0001872738
$1.86B
AUM
628
positions
2
filings
latest Q1 2026
Centerbridge Partners, L.P.
TRACKED
CIK 0001484836
$61.1M
AUM
3
positions
12
filings
latest Q1 2026
Centered Wealth LLC dba Miller Equity Capital Advisors
TRACKED
CIK 0001894543
$1.4M
AUM
5
positions
2
filings
latest Q1 2025
Center For Asset Management LLC
TRACKED
CIK 0001844878
$225.3M
AUM
151
positions
2
filings
latest Q2 2026
Center for Financial Planning, Inc.
TRACKED
CIK 0001803557
$1.07B
AUM
666
positions
2
filings
latest Q2 2026

Page 6 of 21

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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

Catalyst Capital Advisors LLC

CATALYST FINANCIAL PARTNERS LLC

Catalyst Funds Management Pty Ltd

Catalyst Investment Management LLC

CATALYST PRIVATE WEALTH, LLC

Catawba River Capital

Catherine Avery Investment Management LLC

CATHY PARETO & ASSOCIATES, INC

CAT ROCK CAPITAL MANAGEMENT LP

Catterton Management Company, L.L.C.

Cauble & Harre Wealth Management, Inc.

CAUSEWAY CAPITAL MANAGEMENT LLC

Causey Wealth LLC

Cavalier Investments, LLC

Cavalry Management Group, LLC

CAXTON ASSOCIATES LLP

CAXTON ASSOCIATES LP

CAXTON CORP

CAZ INVESTMENTS LP

CBIZ Investment Advisory Services, LLC

CBM Financial, LLC

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CCG WEALTH MANAGEMENT, LLC

CCLA Investment Management

CCM INVESTMENT ADVISERS LLC

CCM INVESTMENT GROUP, LLC

CCMP Capital GP, LLC

CDAM (UK) Ltd

CDC Financial, Inc.

CDKV HOLDINGS LLC

CDM FINANCIAL COUNSELING SERVICES, INC.

Cedar Brook Financial Partners, LLC

Cedar Mountain Advisors, LLC

Cedar Point Capital Partners, LLC

Cedar Wealth Management, LLC

Cedarwood Wealth LLC

Cederberg Capital Ltd

CEDRUS LLC

Cedrus Wealth Group LLC

CEERA INVESTMENTS, LLC

Ceeto Capital Group, LLC

CENTAURUS FINANCIAL, INC.

Centennial Advisors, LLC

Centennial Bank/AR/

Centennial Wealth Advisory LLC

CenterBook Partners LP

Centerbridge Partners, L.P.

Centered Wealth LLC dba Miller Equity Capital Advisors

Center For Asset Management LLC

Center for Financial Planning, Inc.