Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

681 institutions on file

Blue Zone Wealth Advisors, LLC
TRACKED
CIK 0001803106
$572.8M
AUM
125
positions
8
filings
latest Q2 2026
Blume Capital Management, Inc.
TRACKED
CIK 0001587192
$683.7M
AUM
356
positions
8
filings
latest Q2 2026
BLVD Private Wealth, LLC
TRACKED
CIK 0002079537
$134.6M
AUM
71
positions
2
filings
latest Q2 2026
B. Metzler seel. Sohn & Co. AG
TRACKED
CIK 0001847838
$10.77B
AUM
712
positions
12
filings
latest Q1 2026
B. Metzler seel. Sohn & Co. Holding AG
TRACKED
CIK 0001828929
$10.06B
AUM
757
positions
2
filings
latest Q3 2024
BML Capital Management, LLC
TRACKED
CIK 0001616824
$155.8M
AUM
16
positions
14
filings
latest Q1 2026
BMS Financial Advisors, LLC
TRACKED
CIK 0001928041
$153.4M
AUM
113
positions
7
filings
latest Q2 2023
BNB Wealth Management, LLC
TRACKED
CIK 0002111175
—
AUM
—
positions
2
filings
latest Q1 2026
BNC WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001821549
$413.6M
AUM
106
positions
8
filings
latest Q2 2026
BNDES Participacoes S.A.
TRACKED
CIK 0001715696
$3.58B
AUM
1
positions
2
filings
latest Q1 2026
BNP PARIBAS
TRACKED
CIK 0000872786
$3.15B
AUM
333
positions
9
filings
latest Q1 2026
BNP Paribas Asset Management Holding S.A.
TRACKED
CIK 0001520354
—
AUM
—
positions
12
filings
latest Q1 2026
BNP PARIBAS FINANCIAL MARKETS
TRACKED
CIK 0001166588
$205.81B
AUM
5,044
positions
14
filings
latest Q1 2026
Board of the Pension Protection Fund
TRACKED
CIK 0002041021
—
AUM
—
positions
2
filings
latest Q1 2026
Board of Trustees of The Leland Stanford Junior University
TRACKED
CIK 0001315828
$848.7M
AUM
22
positions
12
filings
latest Q1 2026
BOCHK Asset Management Ltd
TRACKED
CIK 0002010854
$483.3M
AUM
117
positions
10
filings
latest Q1 2026
Bogart Wealth, LLC
TRACKED
CIK 0001715740
$2.92B
AUM
2,011
positions
8
filings
latest Q2 2026
Boit C F David
TRACKED
CIK 0001308331
$225.3M
AUM
117
positions
8
filings
latest Q1 2026
BOK Financial Private Wealth, Inc.
TRACKED
CIK 0001317348
$1.66B
AUM
448
positions
12
filings
latest Q1 2026
BOKF, NA
TRACKED
CIK 0000009634
$6.54B
AUM
1,028
positions
12
filings
latest Q1 2026
Bollard Group LLC
TRACKED
CIK 0001556218
$3.4M
AUM
305
positions
12
filings
latest Q1 2026
Bolthouse Investments, LLC
TRACKED
CIK 0001567013
$110.6M
AUM
70
positions
2
filings
latest Q1 2026
Boltwood Capital Management
TRACKED
CIK 0001563690
$436.4M
AUM
192
positions
8
filings
latest Q2 2026
Bond Capital Management, LP
TRACKED
CIK 0001923934
$227.1M
AUM
4
positions
13
filings
latest Q1 2026
Bond & Devick Financial Network, Inc.
TRACKED
CIK 0001843495
$406.1M
AUM
207
positions
8
filings
latest Q2 2026
Bonfire Financial
TRACKED
CIK 0001762539
$132.9M
AUM
57
positions
6
filings
latest Q1 2026
BONNESS ENTERPRISES INC
TRACKED
CIK 0001105471
$310.1M
AUM
37
positions
8
filings
latest Q2 2026
BONTEMPO OHLY CAPITAL MGMT LLC
TRACKED
CIK 0001632118
$221.6M
AUM
34
positions
13
filings
latest Q1 2026
Boomfish Wealth Group, LLC
TRACKED
CIK 0002010786
$187.3M
AUM
87
positions
2
filings
latest Q1 2026
BOONE CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001882053
$326.4M
AUM
13
positions
12
filings
latest Q1 2026
BOOTHBAY FUND MANAGEMENT, LLC
TRACKED
CIK 0001549230
$7.71B
AUM
1,820
positions
12
filings
latest Q1 2026
Boothe Investment Group, Inc.
TRACKED
CIK 0001749798
$317.4M
AUM
38
positions
14
filings
latest Q2 2026
Bordeaux Wealth Advisors LLC
TRACKED
CIK 0001821271
$780.9M
AUM
158
positions
8
filings
latest Q2 2025
Border to Coast Pensions Partnership Ltd
TRACKED
CIK 0001876496
$6.8M
AUM
90
positions
8
filings
latest Q2 2026
Boreal Capital Management LLC
TRACKED
CIK 0002080094
$122.9M
AUM
501
positions
4
filings
latest Q1 2026
Borer Denton & Associates, Inc.
TRACKED
CIK 0001993607
$304.9M
AUM
74
positions
13
filings
latest Q2 2026
Bornite Capital Management LP
TRACKED
CIK 0001800641
$594.8M
AUM
17
positions
13
filings
latest Q1 2026
BOS Asset Management, LLC
TRACKED
CIK 0001965814
$430.7M
AUM
204
positions
8
filings
latest Q2 2026
Bosman Wealth Management, LLC
TRACKED
CIK 0002066260
$161.2M
AUM
56
positions
2
filings
latest Q2 2026
B.O.S.S. Retirement Advisors, LLC
TRACKED
CIK 0001964810
$370.4M
AUM
157
positions
8
filings
latest Q2 2026
Boston Common Asset Management, LLC
TRACKED
CIK 0001409427
$1.69B
AUM
186
positions
14
filings
latest Q2 2026
BOSTON FAMILY OFFICE LLC
TRACKED
CIK 0001039807
$1.5M
AUM
310
positions
12
filings
latest Q1 2026
BOSTON FINANCIAL MANGEMENT LLC
TRACKED
CIK 0001053055
$3.31B
AUM
335
positions
8
filings
latest Q4 2024
BOSTON MOUNTAIN MONEY MANAGEMENT INC
TRACKED
CIK 0002022846
$172.2M
AUM
64
positions
2
filings
latest Q3 2024
Boston Partners
TRACKED
CIK 0001386060
$95.47B
AUM
767
positions
14
filings
latest Q1 2026
BostonPremier Wealth LLC
TRACKED
CIK 0002053783
$235.5M
AUM
79
positions
2
filings
latest Q2 2026
BOSTON RESEARCH & MANAGEMENT INC
TRACKED
CIK 0001259261
$420,987
AUM
114
positions
8
filings
latest Q1 2026
Boston Standard Wealth Management, LLC
TRACKED
CIK 0001630939
—
AUM
—
positions
8
filings
latest Q2 2026
Boston Trust Walden Corp
TRACKED
CIK 0001534866
$13.13B
AUM
396
positions
8
filings
latest Q2 2026
Bouchey Financial Group, Ltd.
TRACKED
CIK 0001599054
$1.55B
AUM
191
positions
8
filings
latest Q2 2026

Blue Zone Wealth Advisors, LLC
TRACKED
CIK 0001803106
$572.8M
AUM
125
positions
8
filings
latest Q2 2026
Blume Capital Management, Inc.
TRACKED
CIK 0001587192
$683.7M
AUM
356
positions
8
filings
latest Q2 2026
BLVD Private Wealth, LLC
TRACKED
CIK 0002079537
$134.6M
AUM
71
positions
2
filings
latest Q2 2026
B. Metzler seel. Sohn & Co. AG
TRACKED
CIK 0001847838
$10.77B
AUM
712
positions
12
filings
latest Q1 2026
B. Metzler seel. Sohn & Co. Holding AG
TRACKED
CIK 0001828929
$10.06B
AUM
757
positions
2
filings
latest Q3 2024
BML Capital Management, LLC
TRACKED
CIK 0001616824
$155.8M
AUM
16
positions
14
filings
latest Q1 2026
BMS Financial Advisors, LLC
TRACKED
CIK 0001928041
$153.4M
AUM
113
positions
7
filings
latest Q2 2023
BNB Wealth Management, LLC
TRACKED
CIK 0002111175
—
AUM
—
positions
2
filings
latest Q1 2026
BNC WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001821549
$413.6M
AUM
106
positions
8
filings
latest Q2 2026
BNDES Participacoes S.A.
TRACKED
CIK 0001715696
$3.58B
AUM
1
positions
2
filings
latest Q1 2026
BNP PARIBAS
TRACKED
CIK 0000872786
$3.15B
AUM
333
positions
9
filings
latest Q1 2026
BNP Paribas Asset Management Holding S.A.
TRACKED
CIK 0001520354
—
AUM
—
positions
12
filings
latest Q1 2026
BNP PARIBAS FINANCIAL MARKETS
TRACKED
CIK 0001166588
$205.81B
AUM
5,044
positions
14
filings
latest Q1 2026
Board of the Pension Protection Fund
TRACKED
CIK 0002041021
—
AUM
—
positions
2
filings
latest Q1 2026
Board of Trustees of The Leland Stanford Junior University
TRACKED
CIK 0001315828
$848.7M
AUM
22
positions
12
filings
latest Q1 2026
BOCHK Asset Management Ltd
TRACKED
CIK 0002010854
$483.3M
AUM
117
positions
10
filings
latest Q1 2026
Bogart Wealth, LLC
TRACKED
CIK 0001715740
$2.92B
AUM
2,011
positions
8
filings
latest Q2 2026
Boit C F David
TRACKED
CIK 0001308331
$225.3M
AUM
117
positions
8
filings
latest Q1 2026
BOK Financial Private Wealth, Inc.
TRACKED
CIK 0001317348
$1.66B
AUM
448
positions
12
filings
latest Q1 2026
BOKF, NA
TRACKED
CIK 0000009634
$6.54B
AUM
1,028
positions
12
filings
latest Q1 2026
Bollard Group LLC
TRACKED
CIK 0001556218
$3.4M
AUM
305
positions
12
filings
latest Q1 2026
Bolthouse Investments, LLC
TRACKED
CIK 0001567013
$110.6M
AUM
70
positions
2
filings
latest Q1 2026
Boltwood Capital Management
TRACKED
CIK 0001563690
$436.4M
AUM
192
positions
8
filings
latest Q2 2026
Bond Capital Management, LP
TRACKED
CIK 0001923934
$227.1M
AUM
4
positions
13
filings
latest Q1 2026
Bond & Devick Financial Network, Inc.
TRACKED
CIK 0001843495
$406.1M
AUM
207
positions
8
filings
latest Q2 2026
Bonfire Financial
TRACKED
CIK 0001762539
$132.9M
AUM
57
positions
6
filings
latest Q1 2026
BONNESS ENTERPRISES INC
TRACKED
CIK 0001105471
$310.1M
AUM
37
positions
8
filings
latest Q2 2026
BONTEMPO OHLY CAPITAL MGMT LLC
TRACKED
CIK 0001632118
$221.6M
AUM
34
positions
13
filings
latest Q1 2026
Boomfish Wealth Group, LLC
TRACKED
CIK 0002010786
$187.3M
AUM
87
positions
2
filings
latest Q1 2026
BOONE CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001882053
$326.4M
AUM
13
positions
12
filings
latest Q1 2026
BOOTHBAY FUND MANAGEMENT, LLC
TRACKED
CIK 0001549230
$7.71B
AUM
1,820
positions
12
filings
latest Q1 2026
Boothe Investment Group, Inc.
TRACKED
CIK 0001749798
$317.4M
AUM
38
positions
14
filings
latest Q2 2026
Bordeaux Wealth Advisors LLC
TRACKED
CIK 0001821271
$780.9M
AUM
158
positions
8
filings
latest Q2 2025
Border to Coast Pensions Partnership Ltd
TRACKED
CIK 0001876496
$6.8M
AUM
90
positions
8
filings
latest Q2 2026
Boreal Capital Management LLC
TRACKED
CIK 0002080094
$122.9M
AUM
501
positions
4
filings
latest Q1 2026
Borer Denton & Associates, Inc.
TRACKED
CIK 0001993607
$304.9M
AUM
74
positions
13
filings
latest Q2 2026
Bornite Capital Management LP
TRACKED
CIK 0001800641
$594.8M
AUM
17
positions
13
filings
latest Q1 2026
BOS Asset Management, LLC
TRACKED
CIK 0001965814
$430.7M
AUM
204
positions
8
filings
latest Q2 2026
Bosman Wealth Management, LLC
TRACKED
CIK 0002066260
$161.2M
AUM
56
positions
2
filings
latest Q2 2026
B.O.S.S. Retirement Advisors, LLC
TRACKED
CIK 0001964810
$370.4M
AUM
157
positions
8
filings
latest Q2 2026
Boston Common Asset Management, LLC
TRACKED
CIK 0001409427
$1.69B
AUM
186
positions
14
filings
latest Q2 2026
BOSTON FAMILY OFFICE LLC
TRACKED
CIK 0001039807
$1.5M
AUM
310
positions
12
filings
latest Q1 2026
BOSTON FINANCIAL MANGEMENT LLC
TRACKED
CIK 0001053055
$3.31B
AUM
335
positions
8
filings
latest Q4 2024
BOSTON MOUNTAIN MONEY MANAGEMENT INC
TRACKED
CIK 0002022846
$172.2M
AUM
64
positions
2
filings
latest Q3 2024
Boston Partners
TRACKED
CIK 0001386060
$95.47B
AUM
767
positions
14
filings
latest Q1 2026
BostonPremier Wealth LLC
TRACKED
CIK 0002053783
$235.5M
AUM
79
positions
2
filings
latest Q2 2026
BOSTON RESEARCH & MANAGEMENT INC
TRACKED
CIK 0001259261
$420,987
AUM
114
positions
8
filings
latest Q1 2026
Boston Standard Wealth Management, LLC
TRACKED
CIK 0001630939
—
AUM
—
positions
8
filings
latest Q2 2026
Boston Trust Walden Corp
TRACKED
CIK 0001534866
$13.13B
AUM
396
positions
8
filings
latest Q2 2026
Bouchey Financial Group, Ltd.
TRACKED
CIK 0001599054
$1.55B
AUM
191
positions
8
filings
latest Q2 2026

Page 9 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

Blue Zone Wealth Advisors, LLC

Blume Capital Management, Inc.

BLVD Private Wealth, LLC

B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. Holding AG

BML Capital Management, LLC

BMS Financial Advisors, LLC

BNB Wealth Management, LLC

BNC WEALTH MANAGEMENT, LLC

BNDES Participacoes S.A.

BNP PARIBAS

BNP Paribas Asset Management Holding S.A.

BNP PARIBAS FINANCIAL MARKETS

Board of the Pension Protection Fund

Board of Trustees of The Leland Stanford Junior University

BOCHK Asset Management Ltd

Bogart Wealth, LLC

Boit C F David

BOK Financial Private Wealth, Inc.

BOKF, NA

Bollard Group LLC

Bolthouse Investments, LLC

Boltwood Capital Management

Bond Capital Management, LP

Bond & Devick Financial Network, Inc.

Bonfire Financial

BONNESS ENTERPRISES INC

BONTEMPO OHLY CAPITAL MGMT LLC

Boomfish Wealth Group, LLC

BOONE CAPITAL MANAGEMENT LLC

BOOTHBAY FUND MANAGEMENT, LLC

Boothe Investment Group, Inc.

Bordeaux Wealth Advisors LLC

Border to Coast Pensions Partnership Ltd

Boreal Capital Management LLC

Borer Denton & Associates, Inc.

Bornite Capital Management LP

BOS Asset Management, LLC

Bosman Wealth Management, LLC

B.O.S.S. Retirement Advisors, LLC

Boston Common Asset Management, LLC

BOSTON FAMILY OFFICE LLC

BOSTON FINANCIAL MANGEMENT LLC

BOSTON MOUNTAIN MONEY MANAGEMENT INC

Boston Partners

BostonPremier Wealth LLC

BOSTON RESEARCH & MANAGEMENT INC

Boston Standard Wealth Management, LLC

Boston Trust Walden Corp

Bouchey Financial Group, Ltd.