Search and explore institutional investment manager filings from the SEC.
Manager Name | Filed Date | Quarter | AUM | Holdings |
|---|---|---|---|---|
MOLLER WEALTH PARTNERS | 10/15/2026 | Q3 2026 | $545,164,214 | 68 |
CWC Advisors, LLC. | 10/15/2026 | Q3 2026 | $214,803,391 | 159 |
Ninety One UK Ltd | 10/15/2026 | Q3 2026 | $45,471,908,955 | 331 |
Lubar & Co., Inc | 10/15/2026 | Q3 2026 | $107,200,051 | 3 |
Ninety One SA (Pty) Ltd | 10/15/2026 | Q3 2026 | $1,999,088,803 | 103 |
Ashurst Perkins Coie Trust Co | 10/15/2026 | Q3 2026 | $625,685,323 | 499 |
State of Alaska, Department of Revenue | 10/15/2026 | Q3 2026 | $9,603,111 | 3,728 |
AdvisorNet Financial, Inc | 10/15/2026 | Q3 2026 | $2,210,589,520 | 673 |
Cohen Klingenstein LLC | 10/15/2026 | Q3 2026 | $3,505,217,279 | 206 |
Sustainable Growth Advisers, LP | 10/15/2026 | Q3 2026 | $9,949,688,138 | 90 |
White Pine Investment CO | 10/15/2026 | Q3 2026 | $480,277 | 70 |
Roof Eidam Maycock Peralta, LLC | 10/15/2026 | Q3 2026 | $530,926,119 | 135 |
COMMUNITY TRUST & INVESTMENT CO | 10/15/2026 | Q3 2026 | $2,018,180,461 | 264 |
TRUST CO OF OKLAHOMA | 10/15/2026 | Q3 2026 | $376,939,660 | 180 |
FLAGSTAR SECURITIES, INC | 10/15/2026 | Q3 2026 | $329,669,332 | 184 |
TSP Capital Management Group, LLC | 10/15/2026 | Q3 2026 | $397,052,747 | 44 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10/15/2026 | Q3 2026 | $19,704,855,534 | 466 |
GHP Investment Advisors, Inc. | 10/15/2026 | Q3 2026 | $2,680,697,636 | 1,566 |
Covenant Partners, LLC | 10/15/2026 | Q3 2026 | $0 | 1 |
Rezny Wealth Management, Inc. | 10/15/2026 | Q3 2026 | $582,086,568 | 38 |
Rows:
1–20 of 10923
...