Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Center for Wealth Management Advisory
TRACKED
CIK 0002121390
$138.9M
AUM
62
positions
2
filings
latest Q1 2026
Center Lake Capital Management, LLC
TRACKED
CIK 0001771673
—
AUM
—
positions
8
filings
latest Q3 2024
Centerline Wealth Advisors, LLC
TRACKED
CIK 0001802059
$319.2M
AUM
79
positions
2
filings
latest Q2 2026
Centerpoint Advisors, LLC
TRACKED
CIK 0001733788
—
AUM
—
positions
12
filings
latest Q1 2026
Centerpoint Advisory Group
TRACKED
CIK 0002054093
$157.7M
AUM
117
positions
2
filings
latest Q2 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC
TRACKED
CIK 0001725296
$9.67B
AUM
79
positions
12
filings
latest Q1 2026
CenterStar Asset Management, LLC
TRACKED
CIK 0001722053
$797.5M
AUM
464
positions
8
filings
latest Q1 2026
Centerstone Investors, LLC
TRACKED
CIK 0001766788
$31.8M
AUM
22
positions
8
filings
latest Q4 2025
Centiva Capital, LP
TRACKED
CIK 0001692507
$13.56B
AUM
1,335
positions
12
filings
latest Q1 2026
Central Asset Investments & Management Holdings (HK) Ltd
TRACKED
CIK 0001583672
$107.6M
AUM
24
positions
12
filings
latest Q1 2026
CENTRAL BANK OF BRAZIL
TRACKED
CIK 0001914083
—
AUM
8
positions
8
filings
latest Q1 2026
CENTRAL BANK & TRUST CO
TRACKED
CIK 0001175954
$705.3M
AUM
185
positions
8
filings
latest Q2 2026
Central Pacific Bank - Trust Division
TRACKED
CIK 0002020066
$984.1M
AUM
889
positions
2
filings
latest Q2 2026
CENTRAL SECURITIES CORP (CET)
TRACKED
CIK 0000018748
$1.21B
AUM
30
positions
12
filings
latest Q1 2026
CENTRAL TRUST Co
TRACKED
CIK 0000044365
$5.08B
AUM
1,562
positions
8
filings
latest Q1 2026
CENTRAL VALLEY ADVISORS, LLC
TRACKED
CIK 0002010698
$389.9M
AUM
193
positions
2
filings
latest Q2 2026
Centre Asset Management, LLC
TRACKED
CIK 0001532472
$388,899
AUM
70
positions
8
filings
latest Q1 2025
Centricity Wealth Management, LLC
TRACKED
CIK 0002054645
$125.1M
AUM
430
positions
2
filings
latest Q2 2025
Centric Wealth Management
TRACKED
CIK 0001752761
$500.9M
AUM
203
positions
12
filings
latest Q1 2026
Centurion Wealth Management LLC
TRACKED
CIK 0001951368
$418.2M
AUM
283
positions
8
filings
latest Q2 2026
CenturyLink Investment Management Co
TRACKED
CIK 0001054522
$129.0M
AUM
3
positions
2
filings
latest Q2 2026
Cephei Capital Management (Hong Kong) Ltd
TRACKED
CIK 0001843237
—
AUM
1
positions
8
filings
latest Q3 2023
Cerberus Capital Management, L.P.
TRACKED
CIK 0001525907
$2.65B
AUM
14
positions
13
filings
latest Q1 2026
Cercano Management LLC
TRACKED
CIK 0001936416
$2.32B
AUM
141
positions
12
filings
latest Q1 2026
Ceredex Value Advisors LLC
TRACKED
CIK 0001738726
$3.18B
AUM
163
positions
13
filings
latest Q1 2026
Cerity Partners LLC
TRACKED
CIK 0001566475
$70.83B
AUM
3,095
positions
12
filings
latest Q1 2026
Cerity Partners OCIO LLC
TRACKED
CIK 0001519611
$1.67B
AUM
25
positions
8
filings
latest Q1 2026
Cerity Partners Retirement Plan Advisors LLC
TRACKED
CIK 0002128338
$195.7M
AUM
31
positions
1
filings
latest Q1 2026
Cerro Pacific Wealth Advisors LLC
TRACKED
CIK 0001842669
$442.2M
AUM
165
positions
2
filings
latest Q2 2026
Certares Management LLC
TRACKED
CIK 0001807622
$77.3M
AUM
1
positions
8
filings
latest Q3 2025
Certified Advisory Corp
TRACKED
CIK 0001731732
$1.24B
AUM
327
positions
8
filings
latest Q2 2026
CERTIOR FINANCIAL GROUP, LLC
TRACKED
CIK 0002055620
$182.5M
AUM
146
positions
2
filings
latest Q2 2026
CERTUITY, LLC
TRACKED
CIK 0001800752
$2.03B
AUM
672
positions
13
filings
latest Q2 2026
Certus Wealth Management, LLC
TRACKED
CIK 0001989526
—
AUM
—
positions
8
filings
latest Q3 2025
Cetera Advisor Networks LLC
TRACKED
CIK 0001534468
—
AUM
1
positions
8
filings
latest Q1 2024
Cetera Advisors LLC
TRACKED
CIK 0001534400
—
AUM
1
positions
8
filings
latest Q1 2024
Cetera Investment Advisers
TRACKED
CIK 0001666741
$94.00B
AUM
4,675
positions
13
filings
latest Q1 2026
Cetera Trust Company, N.A
TRACKED
CIK 0002005547
$176.9M
AUM
351
positions
10
filings
latest Q1 2026
Cevian Capital II GP LTD
TRACKED
CIK 0001365341
$3.12B
AUM
3
positions
12
filings
latest Q1 2026
CFC Planning Co LLC
TRACKED
CIK 0001854428
$140.1M
AUM
71
positions
2
filings
latest Q1 2026
CFG Wealth Management Services, Inc.
TRACKED
CIK 0002133547
$106.6M
AUM
80
positions
3
filings
latest Q2 2026
CFM WEALTH PARTNERS LLC
TRACKED
CIK 0001801097
$667.2M
AUM
143
positions
8
filings
latest Q1 2026
CFO4Life Group, LLC
TRACKED
CIK 0001706351
$656.0M
AUM
210
positions
13
filings
latest Q1 2026
CFO CAPITAL MANAGEMENT LLC
TRACKED
CIK 0002114167
$121.5M
AUM
104
positions
2
filings
latest Q1 2026
CFS Investment Advisory Services, LLC
TRACKED
CIK 0001845688
$1.50B
AUM
357
positions
8
filings
latest Q2 2026
CGC Financial Services, LLC
TRACKED
CIK 0001992785
$444.7M
AUM
337
positions
8
filings
latest Q2 2026
CGN Advisors LLC
TRACKED
CIK 0001841506
$1.37B
AUM
322
positions
8
filings
latest Q2 2026
CHAI TRUST CO LLC
TRACKED
CIK 0001250731
$1.18B
AUM
11
positions
13
filings
latest Q1 2026
Challenger Wealth Management
TRACKED
CIK 0002057602
$125.2M
AUM
58
positions
2
filings
latest Q1 2026
Champlain Investment Partners, LLC
TRACKED
CIK 0001315478
$7.88B
AUM
130
positions
12
filings
latest Q1 2026

Center for Wealth Management Advisory
TRACKED
CIK 0002121390
$138.9M
AUM
62
positions
2
filings
latest Q1 2026
Center Lake Capital Management, LLC
TRACKED
CIK 0001771673
—
AUM
—
positions
8
filings
latest Q3 2024
Centerline Wealth Advisors, LLC
TRACKED
CIK 0001802059
$319.2M
AUM
79
positions
2
filings
latest Q2 2026
Centerpoint Advisors, LLC
TRACKED
CIK 0001733788
—
AUM
—
positions
12
filings
latest Q1 2026
Centerpoint Advisory Group
TRACKED
CIK 0002054093
$157.7M
AUM
117
positions
2
filings
latest Q2 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC
TRACKED
CIK 0001725296
$9.67B
AUM
79
positions
12
filings
latest Q1 2026
CenterStar Asset Management, LLC
TRACKED
CIK 0001722053
$797.5M
AUM
464
positions
8
filings
latest Q1 2026
Centerstone Investors, LLC
TRACKED
CIK 0001766788
$31.8M
AUM
22
positions
8
filings
latest Q4 2025
Centiva Capital, LP
TRACKED
CIK 0001692507
$13.56B
AUM
1,335
positions
12
filings
latest Q1 2026
Central Asset Investments & Management Holdings (HK) Ltd
TRACKED
CIK 0001583672
$107.6M
AUM
24
positions
12
filings
latest Q1 2026
CENTRAL BANK OF BRAZIL
TRACKED
CIK 0001914083
—
AUM
8
positions
8
filings
latest Q1 2026
CENTRAL BANK & TRUST CO
TRACKED
CIK 0001175954
$705.3M
AUM
185
positions
8
filings
latest Q2 2026
Central Pacific Bank - Trust Division
TRACKED
CIK 0002020066
$984.1M
AUM
889
positions
2
filings
latest Q2 2026
CENTRAL SECURITIES CORP (CET)
TRACKED
CIK 0000018748
$1.21B
AUM
30
positions
12
filings
latest Q1 2026
CENTRAL TRUST Co
TRACKED
CIK 0000044365
$5.08B
AUM
1,562
positions
8
filings
latest Q1 2026
CENTRAL VALLEY ADVISORS, LLC
TRACKED
CIK 0002010698
$389.9M
AUM
193
positions
2
filings
latest Q2 2026
Centre Asset Management, LLC
TRACKED
CIK 0001532472
$388,899
AUM
70
positions
8
filings
latest Q1 2025
Centricity Wealth Management, LLC
TRACKED
CIK 0002054645
$125.1M
AUM
430
positions
2
filings
latest Q2 2025
Centric Wealth Management
TRACKED
CIK 0001752761
$500.9M
AUM
203
positions
12
filings
latest Q1 2026
Centurion Wealth Management LLC
TRACKED
CIK 0001951368
$418.2M
AUM
283
positions
8
filings
latest Q2 2026
CenturyLink Investment Management Co
TRACKED
CIK 0001054522
$129.0M
AUM
3
positions
2
filings
latest Q2 2026
Cephei Capital Management (Hong Kong) Ltd
TRACKED
CIK 0001843237
—
AUM
1
positions
8
filings
latest Q3 2023
Cerberus Capital Management, L.P.
TRACKED
CIK 0001525907
$2.65B
AUM
14
positions
13
filings
latest Q1 2026
Cercano Management LLC
TRACKED
CIK 0001936416
$2.32B
AUM
141
positions
12
filings
latest Q1 2026
Ceredex Value Advisors LLC
TRACKED
CIK 0001738726
$3.18B
AUM
163
positions
13
filings
latest Q1 2026
Cerity Partners LLC
TRACKED
CIK 0001566475
$70.83B
AUM
3,095
positions
12
filings
latest Q1 2026
Cerity Partners OCIO LLC
TRACKED
CIK 0001519611
$1.67B
AUM
25
positions
8
filings
latest Q1 2026
Cerity Partners Retirement Plan Advisors LLC
TRACKED
CIK 0002128338
$195.7M
AUM
31
positions
1
filings
latest Q1 2026
Cerro Pacific Wealth Advisors LLC
TRACKED
CIK 0001842669
$442.2M
AUM
165
positions
2
filings
latest Q2 2026
Certares Management LLC
TRACKED
CIK 0001807622
$77.3M
AUM
1
positions
8
filings
latest Q3 2025
Certified Advisory Corp
TRACKED
CIK 0001731732
$1.24B
AUM
327
positions
8
filings
latest Q2 2026
CERTIOR FINANCIAL GROUP, LLC
TRACKED
CIK 0002055620
$182.5M
AUM
146
positions
2
filings
latest Q2 2026
CERTUITY, LLC
TRACKED
CIK 0001800752
$2.03B
AUM
672
positions
13
filings
latest Q2 2026
Certus Wealth Management, LLC
TRACKED
CIK 0001989526
—
AUM
—
positions
8
filings
latest Q3 2025
Cetera Advisor Networks LLC
TRACKED
CIK 0001534468
—
AUM
1
positions
8
filings
latest Q1 2024
Cetera Advisors LLC
TRACKED
CIK 0001534400
—
AUM
1
positions
8
filings
latest Q1 2024
Cetera Investment Advisers
TRACKED
CIK 0001666741
$94.00B
AUM
4,675
positions
13
filings
latest Q1 2026
Cetera Trust Company, N.A
TRACKED
CIK 0002005547
$176.9M
AUM
351
positions
10
filings
latest Q1 2026
Cevian Capital II GP LTD
TRACKED
CIK 0001365341
$3.12B
AUM
3
positions
12
filings
latest Q1 2026
CFC Planning Co LLC
TRACKED
CIK 0001854428
$140.1M
AUM
71
positions
2
filings
latest Q1 2026
CFG Wealth Management Services, Inc.
TRACKED
CIK 0002133547
$106.6M
AUM
80
positions
3
filings
latest Q2 2026
CFM WEALTH PARTNERS LLC
TRACKED
CIK 0001801097
$667.2M
AUM
143
positions
8
filings
latest Q1 2026
CFO4Life Group, LLC
TRACKED
CIK 0001706351
$656.0M
AUM
210
positions
13
filings
latest Q1 2026
CFO CAPITAL MANAGEMENT LLC
TRACKED
CIK 0002114167
$121.5M
AUM
104
positions
2
filings
latest Q1 2026
CFS Investment Advisory Services, LLC
TRACKED
CIK 0001845688
$1.50B
AUM
357
positions
8
filings
latest Q2 2026
CGC Financial Services, LLC
TRACKED
CIK 0001992785
$444.7M
AUM
337
positions
8
filings
latest Q2 2026
CGN Advisors LLC
TRACKED
CIK 0001841506
$1.37B
AUM
322
positions
8
filings
latest Q2 2026
CHAI TRUST CO LLC
TRACKED
CIK 0001250731
$1.18B
AUM
11
positions
13
filings
latest Q1 2026
Challenger Wealth Management
TRACKED
CIK 0002057602
$125.2M
AUM
58
positions
2
filings
latest Q1 2026
Champlain Investment Partners, LLC
TRACKED
CIK 0001315478
$7.88B
AUM
130
positions
12
filings
latest Q1 2026

Page 7 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

Center for Wealth Management Advisory

Center Lake Capital Management, LLC

Centerline Wealth Advisors, LLC

Centerpoint Advisors, LLC

Centerpoint Advisory Group

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CenterStar Asset Management, LLC

Centerstone Investors, LLC

Centiva Capital, LP

Central Asset Investments & Management Holdings (HK) Ltd

CENTRAL BANK OF BRAZIL

CENTRAL BANK & TRUST CO

Central Pacific Bank - Trust Division

CENTRAL SECURITIES CORP (CET)

CENTRAL TRUST Co

CENTRAL VALLEY ADVISORS, LLC

Centre Asset Management, LLC

Centricity Wealth Management, LLC

Centric Wealth Management

Centurion Wealth Management LLC

CenturyLink Investment Management Co

Cephei Capital Management (Hong Kong) Ltd

Cerberus Capital Management, L.P.

Cercano Management LLC

Ceredex Value Advisors LLC

Cerity Partners LLC

Cerity Partners OCIO LLC

Cerity Partners Retirement Plan Advisors LLC

Cerro Pacific Wealth Advisors LLC

Certares Management LLC

Certified Advisory Corp

CERTIOR FINANCIAL GROUP, LLC

CERTUITY, LLC

Certus Wealth Management, LLC

Cetera Advisor Networks LLC

Cetera Advisors LLC

Cetera Investment Advisers

Cetera Trust Company, N.A

Cevian Capital II GP LTD

CFC Planning Co LLC

CFG Wealth Management Services, Inc.

CFM WEALTH PARTNERS LLC

CFO4Life Group, LLC

CFO CAPITAL MANAGEMENT LLC

CFS Investment Advisory Services, LLC

CGC Financial Services, LLC

CGN Advisors LLC

CHAI TRUST CO LLC

Challenger Wealth Management

Champlain Investment Partners, LLC