Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

667 institutions on file

MELFA WEALTH MANAGEMENT, INC.
TRACKED
CIK 0001962465
$185.5M
AUM
196
positions
2
filings
latest Q2 2026
Melia Wealth LLC
TRACKED
CIK 0001964047
$206.6M
AUM
22
positions
10
filings
latest Q1 2026
Melone Private Wealth, LLC
TRACKED
CIK 0001905765
$262.6M
AUM
58
positions
2
filings
latest Q2 2026
Melqart Asset Management (UK) Ltd
TRACKED
CIK 0001712901
$1.01B
AUM
41
positions
12
filings
latest Q1 2026
Melvin Capital Management LP
TRACKED
CIK 0001628110
—
AUM
1
positions
2
filings
latest Q3 2023
Members Advisory Group LLC
TRACKED
CIK 0001908587
$358.2M
AUM
42
positions
2
filings
latest Q2 2026
MEMBERS CAPITAL ADVISORS INC
TRACKED
CIK 0001025421
$87.0M
AUM
6
positions
2
filings
latest Q3 2025
Members Trust Co
TRACKED
CIK 0001677560
$3.01B
AUM
154
positions
2
filings
latest Q1 2026
MEMBERS WEALTH LLC
TRACKED
CIK 0002059574
$182.4M
AUM
120
positions
2
filings
latest Q2 2026
Memorial Sloan Kettering Cancer Center
TRACKED
CIK 0001566787
$24.6M
AUM
3
positions
2
filings
latest Q3 2023
Menard Financial Group LLC
TRACKED
CIK 0001803156
—
AUM
—
positions
12
filings
latest Q1 2026
Mendel Capital Management LLC
TRACKED
CIK 0001911384
$222.2M
AUM
99
positions
2
filings
latest Q2 2026
Mendel Money Management
TRACKED
CIK 0001600585
$239.0M
AUM
137
positions
2
filings
latest Q1 2026
MENDON CAPITAL ADVISORS CORP
TRACKED
CIK 0001177043
$258.0M
AUM
53
positions
10
filings
latest Q1 2026
Mendota Financial Group, LLC
TRACKED
CIK 0001964538
$161.4M
AUM
33
positions
2
filings
latest Q2 2026
Mengis Capital Management, Inc.
TRACKED
CIK 0001609674
$657.7M
AUM
218
positions
15
filings
latest Q2 2026
MENLO ADVISORS LLC
TRACKED
CIK 0001279708
$185,571
AUM
29
positions
2
filings
latest Q2 2025
Menlo Ventures Management, L.P.
TRACKED
CIK 0001911541
$326.9M
AUM
3
positions
1
filings
latest Q1 2026
MENORA MIVTACHIM HOLDINGS LTD.
TRACKED
CIK 0001351917
$21.12B
AUM
157
positions
12
filings
latest Q1 2026
Meramec Financial Planners, LLC
TRACKED
CIK 0002100778
$273.7M
AUM
550
positions
2
filings
latest Q2 2026
Mercato Management Legacy, LLC
TRACKED
CIK 0002113675
$56.7M
AUM
1
positions
2
filings
latest Q2 2026
Mercato Partners Growth III GP, LLC
TRACKED
CIK 0002060676
$114.4M
AUM
1
positions
1
filings
latest Q4 2025
MERCER GLOBAL ADVISORS INC /ADV
TRACKED
CIK 0000853758
$67.58B
AUM
3,217
positions
13
filings
latest Q1 2026
Mercer Investments LLC
TRACKED
CIK 0001409728
$62.6M
AUM
9
positions
2
filings
latest Q1 2024
Merck & Co., Inc. (MRK)
TRACKED
CIK 0000310158
$349.4M
AUM
14
positions
6
filings
latest Q1 2026
Mercuria Capital Strategies, LLC
TRACKED
CIK 0002048079
$261.6M
AUM
31
positions
7
filings
latest Q1 2026
Meredith Wealth Planning
TRACKED
CIK 0001956471
$423.7M
AUM
74
positions
2
filings
latest Q2 2026
Merewether Investment Management, LP
TRACKED
CIK 0001736852
$5.16B
AUM
79
positions
12
filings
latest Q1 2026
Meridian Financial Advisors, LLC
TRACKED
CIK 0002032629
$208.1M
AUM
146
positions
2
filings
latest Q2 2026
Meridian Financial Partners LLC
TRACKED
CIK 0001763722
$293.3M
AUM
119
positions
2
filings
latest Q2 2026
MERIDIAN INVESTMENT COUNSEL INC.
TRACKED
CIK 0001427351
$465.9M
AUM
250
positions
2
filings
latest Q2 2026
MERIDIAN MANAGEMENT CO
TRACKED
CIK 0000806097
$401.9M
AUM
81
positions
2
filings
latest Q1 2026
Meridian Wealth Advisors, LLC
TRACKED
CIK 0001768095
$756.4M
AUM
202
positions
12
filings
latest Q1 2026
Meridian Wealth Management, LLC
TRACKED
CIK 0001697300
$2.85B
AUM
772
positions
12
filings
latest Q1 2026
Meridian Wealth Partners, LLC
TRACKED
CIK 0001781942
$728.6M
AUM
118
positions
12
filings
latest Q1 2026
Meridiem Capital Partners LP
TRACKED
CIK 0002026798
$1.53B
AUM
63
positions
6
filings
latest Q1 2026
Meritage Group LP
TRACKED
CIK 0001427119
$2.65B
AUM
13
positions
12
filings
latest Q1 2026
MERITAGE PORTFOLIO MANAGEMENT
TRACKED
CIK 0000881432
$1.51B
AUM
322
positions
2
filings
latest Q4 2025
Meritas Wealth Management, LLC
TRACKED
CIK 0001990690
$256.1M
AUM
63
positions
2
filings
latest Q2 2026
Meritech Capital Associates VI L.L.C.
TRACKED
CIK 0001741044
$45.3M
AUM
2
positions
2
filings
latest Q3 2023
Meritech Capital Associates V L.L.C.
TRACKED
CIK 0001613048
$141.2M
AUM
2
positions
12
filings
latest Q1 2026
Merited Wealth, LLC
TRACKED
CIK 0002123943
$120.6M
AUM
79
positions
2
filings
latest Q1 2026
Merit Financial Group, LLC
TRACKED
CIK 0001621225
$16.38B
AUM
2,318
positions
2
filings
latest Q2 2026
Meriwether Wealth & Planning, LLC
TRACKED
CIK 0002055554
$201.7M
AUM
122
positions
2
filings
latest Q2 2026
Merk Investments LLC
TRACKED
CIK 0001302842
$367.9M
AUM
11
positions
12
filings
latest Q1 2026
Merkkuri Wealth Advisors LLC
TRACKED
CIK 0002040317
$161.2M
AUM
81
positions
2
filings
latest Q2 2026
Merlin Capital, Inc
TRACKED
CIK 0001911169
$33.5M
AUM
52
positions
2
filings
latest Q1 2024
Meros Investment Management, LP
TRACKED
CIK 0001911372
$230.7M
AUM
52
positions
12
filings
latest Q1 2026
Merriman Wealth Management, LLC
TRACKED
CIK 0001568389
$2.40B
AUM
209
positions
2
filings
latest Q4 2024
Merrion Investment Management Co, LLC
TRACKED
CIK 0001383782
$211.3M
AUM
106
positions
2
filings
latest Q2 2026

MELFA WEALTH MANAGEMENT, INC.
TRACKED
CIK 0001962465
$185.5M
AUM
196
positions
2
filings
latest Q2 2026
Melia Wealth LLC
TRACKED
CIK 0001964047
$206.6M
AUM
22
positions
10
filings
latest Q1 2026
Melone Private Wealth, LLC
TRACKED
CIK 0001905765
$262.6M
AUM
58
positions
2
filings
latest Q2 2026
Melqart Asset Management (UK) Ltd
TRACKED
CIK 0001712901
$1.01B
AUM
41
positions
12
filings
latest Q1 2026
Melvin Capital Management LP
TRACKED
CIK 0001628110
—
AUM
1
positions
2
filings
latest Q3 2023
Members Advisory Group LLC
TRACKED
CIK 0001908587
$358.2M
AUM
42
positions
2
filings
latest Q2 2026
MEMBERS CAPITAL ADVISORS INC
TRACKED
CIK 0001025421
$87.0M
AUM
6
positions
2
filings
latest Q3 2025
Members Trust Co
TRACKED
CIK 0001677560
$3.01B
AUM
154
positions
2
filings
latest Q1 2026
MEMBERS WEALTH LLC
TRACKED
CIK 0002059574
$182.4M
AUM
120
positions
2
filings
latest Q2 2026
Memorial Sloan Kettering Cancer Center
TRACKED
CIK 0001566787
$24.6M
AUM
3
positions
2
filings
latest Q3 2023
Menard Financial Group LLC
TRACKED
CIK 0001803156
—
AUM
—
positions
12
filings
latest Q1 2026
Mendel Capital Management LLC
TRACKED
CIK 0001911384
$222.2M
AUM
99
positions
2
filings
latest Q2 2026
Mendel Money Management
TRACKED
CIK 0001600585
$239.0M
AUM
137
positions
2
filings
latest Q1 2026
MENDON CAPITAL ADVISORS CORP
TRACKED
CIK 0001177043
$258.0M
AUM
53
positions
10
filings
latest Q1 2026
Mendota Financial Group, LLC
TRACKED
CIK 0001964538
$161.4M
AUM
33
positions
2
filings
latest Q2 2026
Mengis Capital Management, Inc.
TRACKED
CIK 0001609674
$657.7M
AUM
218
positions
15
filings
latest Q2 2026
MENLO ADVISORS LLC
TRACKED
CIK 0001279708
$185,571
AUM
29
positions
2
filings
latest Q2 2025
Menlo Ventures Management, L.P.
TRACKED
CIK 0001911541
$326.9M
AUM
3
positions
1
filings
latest Q1 2026
MENORA MIVTACHIM HOLDINGS LTD.
TRACKED
CIK 0001351917
$21.12B
AUM
157
positions
12
filings
latest Q1 2026
Meramec Financial Planners, LLC
TRACKED
CIK 0002100778
$273.7M
AUM
550
positions
2
filings
latest Q2 2026
Mercato Management Legacy, LLC
TRACKED
CIK 0002113675
$56.7M
AUM
1
positions
2
filings
latest Q2 2026
Mercato Partners Growth III GP, LLC
TRACKED
CIK 0002060676
$114.4M
AUM
1
positions
1
filings
latest Q4 2025
MERCER GLOBAL ADVISORS INC /ADV
TRACKED
CIK 0000853758
$67.58B
AUM
3,217
positions
13
filings
latest Q1 2026
Mercer Investments LLC
TRACKED
CIK 0001409728
$62.6M
AUM
9
positions
2
filings
latest Q1 2024
Merck & Co., Inc. (MRK)
TRACKED
CIK 0000310158
$349.4M
AUM
14
positions
6
filings
latest Q1 2026
Mercuria Capital Strategies, LLC
TRACKED
CIK 0002048079
$261.6M
AUM
31
positions
7
filings
latest Q1 2026
Meredith Wealth Planning
TRACKED
CIK 0001956471
$423.7M
AUM
74
positions
2
filings
latest Q2 2026
Merewether Investment Management, LP
TRACKED
CIK 0001736852
$5.16B
AUM
79
positions
12
filings
latest Q1 2026
Meridian Financial Advisors, LLC
TRACKED
CIK 0002032629
$208.1M
AUM
146
positions
2
filings
latest Q2 2026
Meridian Financial Partners LLC
TRACKED
CIK 0001763722
$293.3M
AUM
119
positions
2
filings
latest Q2 2026
MERIDIAN INVESTMENT COUNSEL INC.
TRACKED
CIK 0001427351
$465.9M
AUM
250
positions
2
filings
latest Q2 2026
MERIDIAN MANAGEMENT CO
TRACKED
CIK 0000806097
$401.9M
AUM
81
positions
2
filings
latest Q1 2026
Meridian Wealth Advisors, LLC
TRACKED
CIK 0001768095
$756.4M
AUM
202
positions
12
filings
latest Q1 2026
Meridian Wealth Management, LLC
TRACKED
CIK 0001697300
$2.85B
AUM
772
positions
12
filings
latest Q1 2026
Meridian Wealth Partners, LLC
TRACKED
CIK 0001781942
$728.6M
AUM
118
positions
12
filings
latest Q1 2026
Meridiem Capital Partners LP
TRACKED
CIK 0002026798
$1.53B
AUM
63
positions
6
filings
latest Q1 2026
Meritage Group LP
TRACKED
CIK 0001427119
$2.65B
AUM
13
positions
12
filings
latest Q1 2026
MERITAGE PORTFOLIO MANAGEMENT
TRACKED
CIK 0000881432
$1.51B
AUM
322
positions
2
filings
latest Q4 2025
Meritas Wealth Management, LLC
TRACKED
CIK 0001990690
$256.1M
AUM
63
positions
2
filings
latest Q2 2026
Meritech Capital Associates VI L.L.C.
TRACKED
CIK 0001741044
$45.3M
AUM
2
positions
2
filings
latest Q3 2023
Meritech Capital Associates V L.L.C.
TRACKED
CIK 0001613048
$141.2M
AUM
2
positions
12
filings
latest Q1 2026
Merited Wealth, LLC
TRACKED
CIK 0002123943
$120.6M
AUM
79
positions
2
filings
latest Q1 2026
Merit Financial Group, LLC
TRACKED
CIK 0001621225
$16.38B
AUM
2,318
positions
2
filings
latest Q2 2026
Meriwether Wealth & Planning, LLC
TRACKED
CIK 0002055554
$201.7M
AUM
122
positions
2
filings
latest Q2 2026
Merk Investments LLC
TRACKED
CIK 0001302842
$367.9M
AUM
11
positions
12
filings
latest Q1 2026
Merkkuri Wealth Advisors LLC
TRACKED
CIK 0002040317
$161.2M
AUM
81
positions
2
filings
latest Q2 2026
Merlin Capital, Inc
TRACKED
CIK 0001911169
$33.5M
AUM
52
positions
2
filings
latest Q1 2024
Meros Investment Management, LP
TRACKED
CIK 0001911372
$230.7M
AUM
52
positions
12
filings
latest Q1 2026
Merriman Wealth Management, LLC
TRACKED
CIK 0001568389
$2.40B
AUM
209
positions
2
filings
latest Q4 2024
Merrion Investment Management Co, LLC
TRACKED
CIK 0001383782
$211.3M
AUM
106
positions
2
filings
latest Q2 2026

Page 7 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

MELFA WEALTH MANAGEMENT, INC.

Melia Wealth LLC

Melone Private Wealth, LLC

Melqart Asset Management (UK) Ltd

Melvin Capital Management LP

Members Advisory Group LLC

MEMBERS CAPITAL ADVISORS INC

Members Trust Co

MEMBERS WEALTH LLC

Memorial Sloan Kettering Cancer Center

Menard Financial Group LLC

Mendel Capital Management LLC

Mendel Money Management

MENDON CAPITAL ADVISORS CORP

Mendota Financial Group, LLC

Mengis Capital Management, Inc.

MENLO ADVISORS LLC

Menlo Ventures Management, L.P.

MENORA MIVTACHIM HOLDINGS LTD.

Meramec Financial Planners, LLC

Mercato Management Legacy, LLC

Mercato Partners Growth III GP, LLC

MERCER GLOBAL ADVISORS INC /ADV

Mercer Investments LLC

Merck & Co., Inc. (MRK)

Mercuria Capital Strategies, LLC

Meredith Wealth Planning

Merewether Investment Management, LP

Meridian Financial Advisors, LLC

Meridian Financial Partners LLC

MERIDIAN INVESTMENT COUNSEL INC.

MERIDIAN MANAGEMENT CO

Meridian Wealth Advisors, LLC

Meridian Wealth Management, LLC

Meridian Wealth Partners, LLC

Meridiem Capital Partners LP

Meritage Group LP

MERITAGE PORTFOLIO MANAGEMENT

Meritas Wealth Management, LLC

Meritech Capital Associates VI L.L.C.

Meritech Capital Associates V L.L.C.

Merited Wealth, LLC

Merit Financial Group, LLC

Meriwether Wealth & Planning, LLC

Merk Investments LLC

Merkkuri Wealth Advisors LLC

Merlin Capital, Inc

Meros Investment Management, LP

Merriman Wealth Management, LLC

Merrion Investment Management Co, LLC