Filers
199 institutions on file
Financial Gravity Asset Management, Inc.
TRACKEDCIK 0001741736
$562.0M
AUM
973
positions
4
filings
latest Q1 2026
Financial Insights, Inc.
TRACKEDCIK 0001642058
$308.6M
AUM
130
positions
4
filings
latest Q1 2026
Financial Network Wealth Advisors LLC
TRACKEDCIK 0002012031
$97.7M
AUM
772
positions
4
filings
latest Q1 2026
Financial Perspectives, Inc
TRACKEDCIK 0002003287
$358.2M
AUM
716
positions
4
filings
latest Q1 2026
Financial Sense Advisors, Inc.
TRACKEDCIK 0001358828
$492.7M
AUM
142
positions
4
filings
latest Q1 2026
Financial Strategies Group, Inc.
TRACKEDCIK 0001774343
$597.8M
AUM
101
positions
4
filings
latest Q1 2026
Financial Symmetry Inc
TRACKEDCIK 0002004843
—
AUM
—
positions
4
filings
latest Q1 2026
Financial Synergies Wealth Advisors, Inc.
TRACKEDCIK 0002017868
$1.05B
AUM
111
positions
4
filings
latest Q1 2026
Financiere des Professionnels - Fonds d'investissement inc.
TRACKEDCIK 0001996846
$1.71B
AUM
343
positions
3
filings
latest Q1 2026
FinArc Investments, Inc.
TRACKEDCIK 0002133911
$103.9M
AUM
43
positions
1
filings
latest Q1 2026
FINDELL CAPITAL MANAGEMENT LLC
TRACKEDCIK 0001814465
$341.4M
AUM
17
positions
4
filings
latest Q1 2026
Findlay Park Partners LLP
TRACKEDCIK 0001351950
$7.17B
AUM
56
positions
4
filings
latest Q1 2026
Finepoint Capital LP
TRACKEDCIK 0001608126
$1.95B
AUM
9
positions
4
filings
latest Q1 2026
Finhabits Advisors LLC
TRACKEDCIK 0002106949
$108.4M
AUM
15
positions
2
filings
latest Q1 2026
Fire Capital Management LLC
TRACKEDCIK 0002059571
$213.5M
AUM
108
positions
4
filings
latest Q1 2026
Firestone Capital Management
TRACKEDCIK 0001799964
$480.3M
AUM
160
positions
4
filings
latest Q1 2026
First Affirmative Financial Network
TRACKEDCIK 0001656282
$212.5M
AUM
296
positions
3
filings
latest Q1 2026
First American Financial Corp (FAF)
TRACKEDCIK 0001472787
$369.8M
AUM
3
positions
4
filings
latest Q1 2026
FIRST AMERICAN TRUST, FSB
TRACKEDCIK 0000036066
$1.49B
AUM
290
positions
4
filings
latest Q1 2026
First Beijing Investment Ltd
TRACKEDCIK 0001701717
$2.32B
AUM
12
positions
4
filings
latest Q1 2026
FIRST CITIZENS BANK & TRUST CO
TRACKEDCIK 0001092203
$4.75B
AUM
634
positions
4
filings
latest Q1 2026
First Command Advisory Services, Inc.
TRACKEDCIK 0001727336
$14.85B
AUM
1,152
positions
4
filings
latest Q1 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF)
TRACKEDCIK 0000712537
$628.5M
AUM
264
positions
3
filings
latest Q1 2026
First Eagle Investment Management, LLC
TRACKEDCIK 0001325447
$75.57B
AUM
424
positions
3
filings
latest Q1 2026
FIRST FINANCIAL BANKSHARES INC (FFIN)
TRACKEDCIK 0000036029
$4.95B
AUM
201
positions
4
filings
latest Q1 2026
Firsthand Capital Management, Inc.
TRACKEDCIK 0001476179
$46.9M
AUM
47
positions
4
filings
latest Q1 2026
First International Bank of Israel Ltd.
TRACKEDCIK 0002081196
$340.1M
AUM
59
positions
4
filings
latest Q1 2026
First Light Asset Management, LLC
TRACKEDCIK 0001600004
$1.12B
AUM
35
positions
4
filings
latest Q1 2026
First Long Island Investors, LLC
TRACKEDCIK 0001490429
$1.23B
AUM
70
positions
4
filings
latest Q1 2026
FIRST MANHATTAN CO. LLC.
TRACKEDCIK 0000728083
$36.06B
AUM
753
positions
4
filings
latest Q1 2026
First National Advisers, LLC
TRACKEDCIK 0001941030
$683.5M
AUM
239
positions
4
filings
latest Q1 2026
FIRST NATIONAL BANK OF OMAHA
TRACKEDCIK 0000036644
$3.24B
AUM
497
positions
4
filings
latest Q1 2026
FIRST NATIONAL TRUST CO
TRACKEDCIK 0001277303
$2.93B
AUM
407
positions
4
filings
latest Q1 2026
First Pacific Advisors, LP
TRACKEDCIK 0001377581
$7.14B
AUM
85
positions
4
filings
latest Q1 2026
First Reserve GP XIII Ltd
TRACKEDCIK 0001706604
$52.9M
AUM
1
positions
4
filings
latest Q1 2026
FIRST SABREPOINT CAPITAL MANAGEMENT LP
TRACKEDCIK 0001731530
—
AUM
—
positions
4
filings
latest Q1 2026
FIRST TRUST ADVISORS LP
TRACKEDCIK 0001125816
$139.95B
AUM
2,602
positions
4
filings
latest Q1 2026
First Trust Bank, Ltd.
TRACKEDCIK 0001406026
$50.9M
AUM
7
positions
4
filings
latest Q1 2026
First Trust Capital Management L.P.
TRACKEDCIK 0001604488
$1.90B
AUM
182
positions
4
filings
latest Q1 2026
First Turn Management, LLC
TRACKEDCIK 0001993440
$895.1M
AUM
33
positions
4
filings
latest Q1 2026
First Washington CORP
TRACKEDCIK 0001390043
—
AUM
—
positions
4
filings
latest Q1 2026
FirstWave Capital Management LLC
TRACKEDCIK 0002093108
$94.1M
AUM
27
positions
2
filings
latest Q1 2026
First Western Trust Bank
TRACKEDCIK 0001513189
$1.98B
AUM
205
positions
4
filings
latest Q1 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC
TRACKEDCIK 0000732847
$443.9M
AUM
85
positions
4
filings
latest Q1 2026
Fiscal Wisdom Wealth Management, LLC
TRACKEDCIK 0002053757
$104.2M
AUM
90
positions
3
filings
latest Q1 2026
Fivespan Partners, LP
TRACKEDCIK 0002040262
$377.4M
AUM
4
positions
2
filings
latest Q1 2026
FJ Capital Management LLC
TRACKEDCIK 0001599170
$888.1M
AUM
126
positions
4
filings
latest Q1 2026
FJ Investments, LLC
TRACKEDCIK 0001903573
$1.53B
AUM
5
positions
4
filings
latest Q1 2026
Flagship Pioneering, LLC
TRACKEDCIK 0001400240
$1.16B
AUM
5
positions
4
filings
latest Q1 2026
FLAGSTAR ADVISORS INC
TRACKEDCIK 0001117233
$276.1M
AUM
174
positions
3
filings
latest Q1 2026
Financial Gravity Asset Management, Inc.
TRACKEDCIK 0001741736
$562.0M
AUM
973
positions
4
filings
latest Q1 2026
Financial Insights, Inc.
TRACKEDCIK 0001642058
$308.6M
AUM
130
positions
4
filings
latest Q1 2026
Financial Network Wealth Advisors LLC
TRACKEDCIK 0002012031
$97.7M
AUM
772
positions
4
filings
latest Q1 2026
Financial Perspectives, Inc
TRACKEDCIK 0002003287
$358.2M
AUM
716
positions
4
filings
latest Q1 2026
Financial Sense Advisors, Inc.
TRACKEDCIK 0001358828
$492.7M
AUM
142
positions
4
filings
latest Q1 2026
Financial Strategies Group, Inc.
TRACKEDCIK 0001774343
$597.8M
AUM
101
positions
4
filings
latest Q1 2026
Financial Symmetry Inc
TRACKEDCIK 0002004843
—
AUM
—
positions
4
filings
latest Q1 2026
Financial Synergies Wealth Advisors, Inc.
TRACKEDCIK 0002017868
$1.05B
AUM
111
positions
4
filings
latest Q1 2026
Financiere des Professionnels - Fonds d'investissement inc.
TRACKEDCIK 0001996846
$1.71B
AUM
343
positions
3
filings
latest Q1 2026
FinArc Investments, Inc.
TRACKEDCIK 0002133911
$103.9M
AUM
43
positions
1
filings
latest Q1 2026
FINDELL CAPITAL MANAGEMENT LLC
TRACKEDCIK 0001814465
$341.4M
AUM
17
positions
4
filings
latest Q1 2026
Findlay Park Partners LLP
TRACKEDCIK 0001351950
$7.17B
AUM
56
positions
4
filings
latest Q1 2026
Finepoint Capital LP
TRACKEDCIK 0001608126
$1.95B
AUM
9
positions
4
filings
latest Q1 2026
Finhabits Advisors LLC
TRACKEDCIK 0002106949
$108.4M
AUM
15
positions
2
filings
latest Q1 2026
Fire Capital Management LLC
TRACKEDCIK 0002059571
$213.5M
AUM
108
positions
4
filings
latest Q1 2026
Firestone Capital Management
TRACKEDCIK 0001799964
$480.3M
AUM
160
positions
4
filings
latest Q1 2026
First Affirmative Financial Network
TRACKEDCIK 0001656282
$212.5M
AUM
296
positions
3
filings
latest Q1 2026
First American Financial Corp (FAF)
TRACKEDCIK 0001472787
$369.8M
AUM
3
positions
4
filings
latest Q1 2026
FIRST AMERICAN TRUST, FSB
TRACKEDCIK 0000036066
$1.49B
AUM
290
positions
4
filings
latest Q1 2026
First Beijing Investment Ltd
TRACKEDCIK 0001701717
$2.32B
AUM
12
positions
4
filings
latest Q1 2026
FIRST CITIZENS BANK & TRUST CO
TRACKEDCIK 0001092203
$4.75B
AUM
634
positions
4
filings
latest Q1 2026
First Command Advisory Services, Inc.
TRACKEDCIK 0001727336
$14.85B
AUM
1,152
positions
4
filings
latest Q1 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF)
TRACKEDCIK 0000712537
$628.5M
AUM
264
positions
3
filings
latest Q1 2026
First Eagle Investment Management, LLC
TRACKEDCIK 0001325447
$75.57B
AUM
424
positions
3
filings
latest Q1 2026
FIRST FINANCIAL BANKSHARES INC (FFIN)
TRACKEDCIK 0000036029
$4.95B
AUM
201
positions
4
filings
latest Q1 2026
Firsthand Capital Management, Inc.
TRACKEDCIK 0001476179
$46.9M
AUM
47
positions
4
filings
latest Q1 2026
First International Bank of Israel Ltd.
TRACKEDCIK 0002081196
$340.1M
AUM
59
positions
4
filings
latest Q1 2026
First Light Asset Management, LLC
TRACKEDCIK 0001600004
$1.12B
AUM
35
positions
4
filings
latest Q1 2026
First Long Island Investors, LLC
TRACKEDCIK 0001490429
$1.23B
AUM
70
positions
4
filings
latest Q1 2026
FIRST MANHATTAN CO. LLC.
TRACKEDCIK 0000728083
$36.06B
AUM
753
positions
4
filings
latest Q1 2026
First National Advisers, LLC
TRACKEDCIK 0001941030
$683.5M
AUM
239
positions
4
filings
latest Q1 2026
FIRST NATIONAL BANK OF OMAHA
TRACKEDCIK 0000036644
$3.24B
AUM
497
positions
4
filings
latest Q1 2026
FIRST NATIONAL TRUST CO
TRACKEDCIK 0001277303
$2.93B
AUM
407
positions
4
filings
latest Q1 2026
First Pacific Advisors, LP
TRACKEDCIK 0001377581
$7.14B
AUM
85
positions
4
filings
latest Q1 2026
First Reserve GP XIII Ltd
TRACKEDCIK 0001706604
$52.9M
AUM
1
positions
4
filings
latest Q1 2026
FIRST SABREPOINT CAPITAL MANAGEMENT LP
TRACKEDCIK 0001731530
—
AUM
—
positions
4
filings
latest Q1 2026
FIRST TRUST ADVISORS LP
TRACKEDCIK 0001125816
$139.95B
AUM
2,602
positions
4
filings
latest Q1 2026
First Trust Bank, Ltd.
TRACKEDCIK 0001406026
$50.9M
AUM
7
positions
4
filings
latest Q1 2026
First Trust Capital Management L.P.
TRACKEDCIK 0001604488
$1.90B
AUM
182
positions
4
filings
latest Q1 2026
First Turn Management, LLC
TRACKEDCIK 0001993440
$895.1M
AUM
33
positions
4
filings
latest Q1 2026
First Washington CORP
TRACKEDCIK 0001390043
—
AUM
—
positions
4
filings
latest Q1 2026
FirstWave Capital Management LLC
TRACKEDCIK 0002093108
$94.1M
AUM
27
positions
2
filings
latest Q1 2026
First Western Trust Bank
TRACKEDCIK 0001513189
$1.98B
AUM
205
positions
4
filings
latest Q1 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC
TRACKEDCIK 0000732847
$443.9M
AUM
85
positions
4
filings
latest Q1 2026
Fiscal Wisdom Wealth Management, LLC
TRACKEDCIK 0002053757
$104.2M
AUM
90
positions
3
filings
latest Q1 2026
Fivespan Partners, LP
TRACKEDCIK 0002040262
$377.4M
AUM
4
positions
2
filings
latest Q1 2026
FJ Capital Management LLC
TRACKEDCIK 0001599170
$888.1M
AUM
126
positions
4
filings
latest Q1 2026
FJ Investments, LLC
TRACKEDCIK 0001903573
$1.53B
AUM
5
positions
4
filings
latest Q1 2026
Flagship Pioneering, LLC
TRACKEDCIK 0001400240
$1.16B
AUM
5
positions
4
filings
latest Q1 2026
FLAGSTAR ADVISORS INC
TRACKEDCIK 0001117233
$276.1M
AUM
174
positions
3
filings
latest Q1 2026