Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

667 institutions on file

McGinn Penninger Investment Management, Inc.
TRACKED
CIK 0001845031
$164,458
AUM
38
positions
2
filings
latest Q2 2026
McGlone Suttner Wealth Management, Inc.
TRACKED
CIK 0001964819
$852.4M
AUM
196
positions
2
filings
latest Q2 2026
McGowan Group Asset Management, Inc.
TRACKED
CIK 0001633227
—
AUM
—
positions
12
filings
latest Q1 2026
McGrath & Associates, Inc.
TRACKED
CIK 0002054701
$76.8M
AUM
32
positions
2
filings
latest Q2 2026
MCGUIRE CAPITAL ADVISORS INC
TRACKED
CIK 0002112006
$156.2M
AUM
868
positions
2
filings
latest Q1 2026
McGuire Investment Group, LLC
TRACKED
CIK 0001756959
$1.14B
AUM
137
positions
2
filings
latest Q2 2026
McHugh Group, LLC
TRACKED
CIK 0002052657
$195.7M
AUM
86
positions
2
filings
latest Q2 2026
McIlrath & Eck, LLC
TRACKED
CIK 0001701714
—
AUM
—
positions
12
filings
latest Q1 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
TRACKED
CIK 0001015877
$176.4M
AUM
81
positions
12
filings
latest Q1 2026
McKinley Alaska Private Investment, LLC
TRACKED
CIK 0001987047
$148,287
AUM
1
positions
2
filings
latest Q1 2024
MCKINLEY CAPITAL MANAGEMENT LLC
TRACKED
CIK 0000915287
$571.4M
AUM
115
positions
2
filings
latest Q2 2024
McKinley Carter Wealth Services, Inc.
TRACKED
CIK 0001484265
$1.94B
AUM
317
positions
2
filings
latest Q2 2026
McKinney Capital Management, LLC
TRACKED
CIK 0002133532
$116.4M
AUM
46
positions
1
filings
latest Q1 2026
McLaughlin Asset Management, Inc.
TRACKED
CIK 0002112239
$104.6M
AUM
91
positions
2
filings
latest Q1 2026
McLean Asset Management Corp
TRACKED
CIK 0001833140
$571.6M
AUM
165
positions
2
filings
latest Q1 2026
McMillan Office, Inc.
TRACKED
CIK 0002109205
—
AUM
—
positions
2
filings
latest Q1 2026
MCMILLION CAPITAL MANAGEMENT INC
TRACKED
CIK 0001079930
$112.3M
AUM
196
positions
2
filings
latest Q2 2023
McMill Wealth Management
TRACKED
CIK 0002056447
$376.1M
AUM
58
positions
7
filings
latest Q1 2026
MCMORGAN & CO LLC
TRACKED
CIK 0001162695
$618.1M
AUM
40
positions
2
filings
latest Q1 2026
McNamara Financial Services, Inc.
TRACKED
CIK 0001622431
$579.7M
AUM
104
positions
2
filings
latest Q2 2026
McNaughton Wealth Management, LLC
TRACKED
CIK 0001802691
$281.6M
AUM
75
positions
2
filings
latest Q2 2026
MCRAE CAPITAL MANAGEMENT INC
TRACKED
CIK 0000320376
$508.1M
AUM
112
positions
13
filings
latest Q2 2026
M.D. Sass, LLC
TRACKED
CIK 0000922940
$1.32B
AUM
36
positions
12
filings
latest Q1 2026
Meadowbrook Advisors Group, LLC
TRACKED
CIK 0002119283
$168.3M
AUM
136
positions
2
filings
latest Q1 2026
MeadowBrook Investment Advisors LLC
TRACKED
CIK 0001308290
$126.2M
AUM
196
positions
2
filings
latest Q2 2026
Meadowbrook Wealth Management, LLC
TRACKED
CIK 0002090468
$92.9M
AUM
81
positions
2
filings
latest Q2 2026
Meadow Creek Wealth Advisors LLC
TRACKED
CIK 0001801107
$154.5M
AUM
135
positions
2
filings
latest Q1 2026
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
TRACKED
CIK 0001142433
$3.54B
AUM
197
positions
2
filings
latest Q2 2025
M.E. ALLISON & CO., INC.
TRACKED
CIK 0001619532
$173.7M
AUM
195
positions
2
filings
latest Q2 2026
MEANS INVESTMENT CO., INC.
TRACKED
CIK 0000701516
$1.15B
AUM
193
positions
2
filings
latest Q1 2026
Measured Risk Portfolios, Inc.
TRACKED
CIK 0001576704
$91.4M
AUM
66
positions
6
filings
latest Q1 2026
Measured Wealth Private Client Group, LLC
TRACKED
CIK 0001720235
$366.1M
AUM
726
positions
12
filings
latest Q1 2026
Mechanics Bank Trust Department
TRACKED
CIK 0001439743
$808.2M
AUM
211
positions
2
filings
latest Q2 2026
Mechanics Financial Corp
TRACKED
CIK 0001821336
$238.7M
AUM
232
positions
2
filings
latest Q1 2026
Medallion Wealth Advisors, LLC
TRACKED
CIK 0002131139
$603.9M
AUM
1,164
positions
2
filings
latest Q1 2026
MEDIATEL PARTNERS
TRACKED
CIK 0001133939
$33.3M
AUM
2
positions
12
filings
latest Q1 2026
MEDICI CAPITAL LLC
TRACKED
CIK 0001777234
$81.2M
AUM
10
positions
12
filings
latest Q1 2026
Medicxi Ventures Management (Jersey) Ltd
TRACKED
CIK 0001715579
$981.8M
AUM
4
positions
2
filings
latest Q1 2026
Medina Value Partners, LLC
TRACKED
CIK 0001843543
$477.5M
AUM
30
positions
12
filings
latest Q1 2026
Mediolanum International Funds Ltd
TRACKED
CIK 0002022028
$11.70B
AUM
452
positions
10
filings
latest Q2 2026
Meditor Group Ltd
TRACKED
CIK 0001382333
$48.1M
AUM
4
positions
2
filings
latest Q3 2024
Meeder Advisory Services, Inc.
TRACKED
CIK 0001792167
$2.39B
AUM
690
positions
12
filings
latest Q1 2026
MEEDER ASSET MANAGEMENT INC
TRACKED
CIK 0000809443
$1.75B
AUM
890
positions
12
filings
latest Q1 2026
Meiji Yasuda America Inc
TRACKED
CIK 0002072353
$597.6M
AUM
57
positions
3
filings
latest Q2 2026
Meiji Yasuda Asset Management Co Ltd.
TRACKED
CIK 0001491685
$2.00B
AUM
548
positions
12
filings
latest Q1 2026
Meiji Yasuda Life Insurance Co
TRACKED
CIK 0001144492
$2.93B
AUM
224
positions
12
filings
latest Q1 2026
MEITAV INVESTMENT HOUSE LTD
TRACKED
CIK 0001398346
$14.87B
AUM
299
positions
2
filings
latest Q2 2026
Meixler Investment Management, Ltd.
TRACKED
CIK 0001911615
$186.0M
AUM
88
positions
12
filings
latest Q1 2026
Meketa Capital, LLC
TRACKED
CIK 0001993399
$44.6M
AUM
33
positions
1
filings
latest Q4 2024
MEKETA INVESTMENT GROUP INC /ADV
TRACKED
CIK 0000310436
—
AUM
—
positions
2
filings
latest Q4 2025

McGinn Penninger Investment Management, Inc.
TRACKED
CIK 0001845031
$164,458
AUM
38
positions
2
filings
latest Q2 2026
McGlone Suttner Wealth Management, Inc.
TRACKED
CIK 0001964819
$852.4M
AUM
196
positions
2
filings
latest Q2 2026
McGowan Group Asset Management, Inc.
TRACKED
CIK 0001633227
—
AUM
—
positions
12
filings
latest Q1 2026
McGrath & Associates, Inc.
TRACKED
CIK 0002054701
$76.8M
AUM
32
positions
2
filings
latest Q2 2026
MCGUIRE CAPITAL ADVISORS INC
TRACKED
CIK 0002112006
$156.2M
AUM
868
positions
2
filings
latest Q1 2026
McGuire Investment Group, LLC
TRACKED
CIK 0001756959
$1.14B
AUM
137
positions
2
filings
latest Q2 2026
McHugh Group, LLC
TRACKED
CIK 0002052657
$195.7M
AUM
86
positions
2
filings
latest Q2 2026
McIlrath & Eck, LLC
TRACKED
CIK 0001701714
—
AUM
—
positions
12
filings
latest Q1 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
TRACKED
CIK 0001015877
$176.4M
AUM
81
positions
12
filings
latest Q1 2026
McKinley Alaska Private Investment, LLC
TRACKED
CIK 0001987047
$148,287
AUM
1
positions
2
filings
latest Q1 2024
MCKINLEY CAPITAL MANAGEMENT LLC
TRACKED
CIK 0000915287
$571.4M
AUM
115
positions
2
filings
latest Q2 2024
McKinley Carter Wealth Services, Inc.
TRACKED
CIK 0001484265
$1.94B
AUM
317
positions
2
filings
latest Q2 2026
McKinney Capital Management, LLC
TRACKED
CIK 0002133532
$116.4M
AUM
46
positions
1
filings
latest Q1 2026
McLaughlin Asset Management, Inc.
TRACKED
CIK 0002112239
$104.6M
AUM
91
positions
2
filings
latest Q1 2026
McLean Asset Management Corp
TRACKED
CIK 0001833140
$571.6M
AUM
165
positions
2
filings
latest Q1 2026
McMillan Office, Inc.
TRACKED
CIK 0002109205
—
AUM
—
positions
2
filings
latest Q1 2026
MCMILLION CAPITAL MANAGEMENT INC
TRACKED
CIK 0001079930
$112.3M
AUM
196
positions
2
filings
latest Q2 2023
McMill Wealth Management
TRACKED
CIK 0002056447
$376.1M
AUM
58
positions
7
filings
latest Q1 2026
MCMORGAN & CO LLC
TRACKED
CIK 0001162695
$618.1M
AUM
40
positions
2
filings
latest Q1 2026
McNamara Financial Services, Inc.
TRACKED
CIK 0001622431
$579.7M
AUM
104
positions
2
filings
latest Q2 2026
McNaughton Wealth Management, LLC
TRACKED
CIK 0001802691
$281.6M
AUM
75
positions
2
filings
latest Q2 2026
MCRAE CAPITAL MANAGEMENT INC
TRACKED
CIK 0000320376
$508.1M
AUM
112
positions
13
filings
latest Q2 2026
M.D. Sass, LLC
TRACKED
CIK 0000922940
$1.32B
AUM
36
positions
12
filings
latest Q1 2026
Meadowbrook Advisors Group, LLC
TRACKED
CIK 0002119283
$168.3M
AUM
136
positions
2
filings
latest Q1 2026
MeadowBrook Investment Advisors LLC
TRACKED
CIK 0001308290
$126.2M
AUM
196
positions
2
filings
latest Q2 2026
Meadowbrook Wealth Management, LLC
TRACKED
CIK 0002090468
$92.9M
AUM
81
positions
2
filings
latest Q2 2026
Meadow Creek Wealth Advisors LLC
TRACKED
CIK 0001801107
$154.5M
AUM
135
positions
2
filings
latest Q1 2026
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
TRACKED
CIK 0001142433
$3.54B
AUM
197
positions
2
filings
latest Q2 2025
M.E. ALLISON & CO., INC.
TRACKED
CIK 0001619532
$173.7M
AUM
195
positions
2
filings
latest Q2 2026
MEANS INVESTMENT CO., INC.
TRACKED
CIK 0000701516
$1.15B
AUM
193
positions
2
filings
latest Q1 2026
Measured Risk Portfolios, Inc.
TRACKED
CIK 0001576704
$91.4M
AUM
66
positions
6
filings
latest Q1 2026
Measured Wealth Private Client Group, LLC
TRACKED
CIK 0001720235
$366.1M
AUM
726
positions
12
filings
latest Q1 2026
Mechanics Bank Trust Department
TRACKED
CIK 0001439743
$808.2M
AUM
211
positions
2
filings
latest Q2 2026
Mechanics Financial Corp
TRACKED
CIK 0001821336
$238.7M
AUM
232
positions
2
filings
latest Q1 2026
Medallion Wealth Advisors, LLC
TRACKED
CIK 0002131139
$603.9M
AUM
1,164
positions
2
filings
latest Q1 2026
MEDIATEL PARTNERS
TRACKED
CIK 0001133939
$33.3M
AUM
2
positions
12
filings
latest Q1 2026
MEDICI CAPITAL LLC
TRACKED
CIK 0001777234
$81.2M
AUM
10
positions
12
filings
latest Q1 2026
Medicxi Ventures Management (Jersey) Ltd
TRACKED
CIK 0001715579
$981.8M
AUM
4
positions
2
filings
latest Q1 2026
Medina Value Partners, LLC
TRACKED
CIK 0001843543
$477.5M
AUM
30
positions
12
filings
latest Q1 2026
Mediolanum International Funds Ltd
TRACKED
CIK 0002022028
$11.70B
AUM
452
positions
10
filings
latest Q2 2026
Meditor Group Ltd
TRACKED
CIK 0001382333
$48.1M
AUM
4
positions
2
filings
latest Q3 2024
Meeder Advisory Services, Inc.
TRACKED
CIK 0001792167
$2.39B
AUM
690
positions
12
filings
latest Q1 2026
MEEDER ASSET MANAGEMENT INC
TRACKED
CIK 0000809443
$1.75B
AUM
890
positions
12
filings
latest Q1 2026
Meiji Yasuda America Inc
TRACKED
CIK 0002072353
$597.6M
AUM
57
positions
3
filings
latest Q2 2026
Meiji Yasuda Asset Management Co Ltd.
TRACKED
CIK 0001491685
$2.00B
AUM
548
positions
12
filings
latest Q1 2026
Meiji Yasuda Life Insurance Co
TRACKED
CIK 0001144492
$2.93B
AUM
224
positions
12
filings
latest Q1 2026
MEITAV INVESTMENT HOUSE LTD
TRACKED
CIK 0001398346
$14.87B
AUM
299
positions
2
filings
latest Q2 2026
Meixler Investment Management, Ltd.
TRACKED
CIK 0001911615
$186.0M
AUM
88
positions
12
filings
latest Q1 2026
Meketa Capital, LLC
TRACKED
CIK 0001993399
$44.6M
AUM
33
positions
1
filings
latest Q4 2024
MEKETA INVESTMENT GROUP INC /ADV
TRACKED
CIK 0000310436
—
AUM
—
positions
2
filings
latest Q4 2025

Page 6 of 14

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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

McGinn Penninger Investment Management, Inc.

McGlone Suttner Wealth Management, Inc.

McGowan Group Asset Management, Inc.

McGrath & Associates, Inc.

MCGUIRE CAPITAL ADVISORS INC

McGuire Investment Group, LLC

McHugh Group, LLC

McIlrath & Eck, LLC

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

McKinley Alaska Private Investment, LLC

MCKINLEY CAPITAL MANAGEMENT LLC

McKinley Carter Wealth Services, Inc.

McKinney Capital Management, LLC

McLaughlin Asset Management, Inc.

McLean Asset Management Corp

McMillan Office, Inc.

MCMILLION CAPITAL MANAGEMENT INC

McMill Wealth Management

MCMORGAN & CO LLC

McNamara Financial Services, Inc.

McNaughton Wealth Management, LLC

MCRAE CAPITAL MANAGEMENT INC

M.D. Sass, LLC

Meadowbrook Advisors Group, LLC

MeadowBrook Investment Advisors LLC

Meadowbrook Wealth Management, LLC

Meadow Creek Wealth Advisors LLC

MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH

M.E. ALLISON & CO., INC.

MEANS INVESTMENT CO., INC.

Measured Risk Portfolios, Inc.

Measured Wealth Private Client Group, LLC

Mechanics Bank Trust Department

Mechanics Financial Corp

Medallion Wealth Advisors, LLC

MEDIATEL PARTNERS

MEDICI CAPITAL LLC

Medicxi Ventures Management (Jersey) Ltd

Medina Value Partners, LLC

Mediolanum International Funds Ltd

Meditor Group Ltd

Meeder Advisory Services, Inc.

MEEDER ASSET MANAGEMENT INC

Meiji Yasuda America Inc

Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Life Insurance Co

MEITAV INVESTMENT HOUSE LTD

Meixler Investment Management, Ltd.

Meketa Capital, LLC

MEKETA INVESTMENT GROUP INC /ADV