Filers
307 institutions on file
BECKER CAPITAL MANAGEMENT INC
TRACKEDCIK 0000799004
$3.40B
AUM
298
positions
4
filings
latest Q1 2026
BECK MACK & OLIVER LLC
TRACKEDCIK 0000010742
$4.85B
AUM
195
positions
4
filings
latest Q1 2026
Bedell Frazier Investment Counselling, LLC
TRACKEDCIK 0001388142
$495.0M
AUM
128
positions
4
filings
latest Q1 2026
Belfer Management LLC
TRACKEDCIK 0001481957
$6.0M
AUM
15
positions
4
filings
latest Q1 2026
Bell & Brown Wealth Advisors, LLC
TRACKEDCIK 0001725362
$308.3M
AUM
68
positions
3
filings
latest Q1 2026
Bellecapital International Ltd.
TRACKEDCIK 0001600152
$538.4M
AUM
116
positions
3
filings
latest Q1 2026
Bellevue Group AG
TRACKEDCIK 0001674546
$4.20B
AUM
155
positions
4
filings
latest Q1 2026
Bellwether Advisors, LLC
TRACKEDCIK 0001819815
$590.2M
AUM
159
positions
4
filings
latest Q1 2026
Belvedere Trading LLC
TRACKEDCIK 0001632341
$84.44B
AUM
339
positions
4
filings
latest Q1 2026
Benchmark Investment Advisors LLC
TRACKEDCIK 0001910971
$172.0M
AUM
76
positions
4
filings
latest Q1 2026
Benchstone Capital Management LP
TRACKEDCIK 0002016777
$859.5M
AUM
38
positions
4
filings
latest Q1 2026
BENJAMIN EDWARDS INC
TRACKEDCIK 0001451623
$10.06B
AUM
1,350
positions
4
filings
latest Q1 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC
TRACKEDCIK 0002053653
$126.7M
AUM
18
positions
4
filings
latest Q1 2026
Benson Wealth Management INC
TRACKEDCIK 0002109863
—
AUM
—
positions
2
filings
latest Q1 2026
Berkeley Capital Partners, LLC
TRACKEDCIK 0001667694
$431.3M
AUM
184
positions
4
filings
latest Q1 2026
BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH)
TRACKEDCIK 0000011544
$1.86B
AUM
345
positions
4
filings
latest Q1 2026
Berkshire
TRACKEDCIK 0001067983
$263.10B
AUM
29
positions
7
filings
latest Q1 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA
TRACKEDCIK 0000949012
$2.33B
AUM
264
positions
4
filings
latest Q1 2026
BERKSHIRE CAPITAL HOLDINGS INC
TRACKEDCIK 0001133742
$277.2M
AUM
114
positions
4
filings
latest Q1 2026
Berkshire Partners LLC
TRACKEDCIK 0001312988
$5.5M
AUM
1
positions
4
filings
latest Q1 2026
Bernard Wealth Management Corp.
TRACKEDCIK 0002056313
$234.4M
AUM
360
positions
4
filings
latest Q1 2026
Beryl Capital Management LLC
TRACKEDCIK 0001719307
$109.7M
AUM
9
positions
4
filings
latest Q1 2026
BESSEMER GROUP INC
TRACKEDCIK 0001054074
$63.6M
AUM
2,532
positions
4
filings
latest Q1 2026
Beta Wealth Group, Inc.
TRACKEDCIK 0001594417
$241.7M
AUM
112
positions
4
filings
latest Q1 2026
BETO FINANCIAL GROUP, LLC
TRACKEDCIK 0002104828
$170.9M
AUM
152
positions
2
filings
latest Q1 2026
Betterment LLC
TRACKEDCIK 0001633901
$52.8M
AUM
615
positions
4
filings
latest Q1 2026
Beutel, Goodman & Co Ltd.
TRACKEDCIK 0001361974
$14.8M
AUM
170
positions
4
filings
latest Q1 2026
Bey-Douglas LLC
TRACKEDCIK 0002011271
$114.6M
AUM
56
positions
4
filings
latest Q1 2026
BFI Wealth Solutions, LLC
TRACKEDCIK 0002110651
$104.3M
AUM
75
positions
2
filings
latest Q1 2026
BG Investment Services, LLC
TRACKEDCIK 0001873989
$120.5M
AUM
48
positions
4
filings
latest Q1 2026
B Group, Inc.
TRACKEDCIK 0002043476
$134.9M
AUM
20
positions
4
filings
latest Q1 2026
B&I Capital AG
TRACKEDCIK 0001843527
$294.1M
AUM
24
positions
4
filings
latest Q1 2026
Bienville Capital Management, LLC
TRACKEDCIK 0001605070
$550.0M
AUM
73
positions
4
filings
latest Q1 2026
BIGLARI CAPITAL CORP.
TRACKEDCIK 0001334429
$929.4M
AUM
12
positions
4
filings
latest Q1 2026
BIGLARI, SARDAR
TRACKEDCIK 0001334430
$50.9M
AUM
10
positions
4
filings
latest Q1 2026
Biltmore Family Office, LLC
TRACKEDCIK 0001731123
$715.5M
AUM
325
positions
4
filings
latest Q1 2026
BINGHAM PRIVATE WEALTH, LLC
TRACKEDCIK 0002063211
$126.0M
AUM
164
positions
4
filings
latest Q1 2026
Biondo Investment Advisors, LLC
TRACKEDCIK 0001455176
$779.9M
AUM
82
positions
4
filings
latest Q1 2026
BIOS Capital Management, LP
TRACKEDCIK 0001813845
$52.9M
AUM
6
positions
4
filings
latest Q1 2026
Birchcreek Wealth Management, LLC
TRACKEDCIK 0001840341
$207.7M
AUM
120
positions
4
filings
latest Q1 2026
Birchview Capital, LP
TRACKEDCIK 0001618205
$175.7M
AUM
73
positions
4
filings
latest Q1 2026
Birnam Oak Advisors, LP
TRACKEDCIK 0001997245
$440.6M
AUM
34
positions
4
filings
latest Q1 2026
BISLETT MANAGEMENT, LLC
TRACKEDCIK 0001425041
$129.6M
AUM
18
positions
4
filings
latest Q1 2026
Bison Wealth, LLC
TRACKEDCIK 0001845251
$1.04B
AUM
453
positions
4
filings
latest Q1 2026
BIT Capital GmbH
TRACKEDCIK 0002053305
$2.07B
AUM
81
positions
4
filings
latest Q1 2026
BITTERROOT CAPITAL ADVISORS LLC
TRACKEDCIK 0002110106
$164.7M
AUM
60
positions
2
filings
latest Q1 2026
BlackBarn Capital Partners LP
TRACKEDCIK 0002010204
$1.24B
AUM
20
positions
4
filings
latest Q1 2026
Black Creek Investment Management Inc.
TRACKEDCIK 0001528593
$1.86B
AUM
25
positions
4
filings
latest Q1 2026
Black Cypress Capital Management, LLC
TRACKEDCIK 0002022614
$139.3M
AUM
31
positions
4
filings
latest Q1 2026
Black Diamond Capital Management I, LLLP
TRACKEDCIK 0002084285
$135.8M
AUM
8
positions
3
filings
latest Q1 2026
BECKER CAPITAL MANAGEMENT INC
TRACKEDCIK 0000799004
$3.40B
AUM
298
positions
4
filings
latest Q1 2026
BECK MACK & OLIVER LLC
TRACKEDCIK 0000010742
$4.85B
AUM
195
positions
4
filings
latest Q1 2026
Bedell Frazier Investment Counselling, LLC
TRACKEDCIK 0001388142
$495.0M
AUM
128
positions
4
filings
latest Q1 2026
Belfer Management LLC
TRACKEDCIK 0001481957
$6.0M
AUM
15
positions
4
filings
latest Q1 2026
Bell & Brown Wealth Advisors, LLC
TRACKEDCIK 0001725362
$308.3M
AUM
68
positions
3
filings
latest Q1 2026
Bellecapital International Ltd.
TRACKEDCIK 0001600152
$538.4M
AUM
116
positions
3
filings
latest Q1 2026
Bellevue Group AG
TRACKEDCIK 0001674546
$4.20B
AUM
155
positions
4
filings
latest Q1 2026
Bellwether Advisors, LLC
TRACKEDCIK 0001819815
$590.2M
AUM
159
positions
4
filings
latest Q1 2026
Belvedere Trading LLC
TRACKEDCIK 0001632341
$84.44B
AUM
339
positions
4
filings
latest Q1 2026
Benchmark Investment Advisors LLC
TRACKEDCIK 0001910971
$172.0M
AUM
76
positions
4
filings
latest Q1 2026
Benchstone Capital Management LP
TRACKEDCIK 0002016777
$859.5M
AUM
38
positions
4
filings
latest Q1 2026
BENJAMIN EDWARDS INC
TRACKEDCIK 0001451623
$10.06B
AUM
1,350
positions
4
filings
latest Q1 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC
TRACKEDCIK 0002053653
$126.7M
AUM
18
positions
4
filings
latest Q1 2026
Benson Wealth Management INC
TRACKEDCIK 0002109863
—
AUM
—
positions
2
filings
latest Q1 2026
Berkeley Capital Partners, LLC
TRACKEDCIK 0001667694
$431.3M
AUM
184
positions
4
filings
latest Q1 2026
BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH)
TRACKEDCIK 0000011544
$1.86B
AUM
345
positions
4
filings
latest Q1 2026
Berkshire
TRACKEDCIK 0001067983
$263.10B
AUM
29
positions
7
filings
latest Q1 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA
TRACKEDCIK 0000949012
$2.33B
AUM
264
positions
4
filings
latest Q1 2026
BERKSHIRE CAPITAL HOLDINGS INC
TRACKEDCIK 0001133742
$277.2M
AUM
114
positions
4
filings
latest Q1 2026
Berkshire Partners LLC
TRACKEDCIK 0001312988
$5.5M
AUM
1
positions
4
filings
latest Q1 2026
Bernard Wealth Management Corp.
TRACKEDCIK 0002056313
$234.4M
AUM
360
positions
4
filings
latest Q1 2026
Beryl Capital Management LLC
TRACKEDCIK 0001719307
$109.7M
AUM
9
positions
4
filings
latest Q1 2026
BESSEMER GROUP INC
TRACKEDCIK 0001054074
$63.6M
AUM
2,532
positions
4
filings
latest Q1 2026
Beta Wealth Group, Inc.
TRACKEDCIK 0001594417
$241.7M
AUM
112
positions
4
filings
latest Q1 2026
BETO FINANCIAL GROUP, LLC
TRACKEDCIK 0002104828
$170.9M
AUM
152
positions
2
filings
latest Q1 2026
Betterment LLC
TRACKEDCIK 0001633901
$52.8M
AUM
615
positions
4
filings
latest Q1 2026
Beutel, Goodman & Co Ltd.
TRACKEDCIK 0001361974
$14.8M
AUM
170
positions
4
filings
latest Q1 2026
Bey-Douglas LLC
TRACKEDCIK 0002011271
$114.6M
AUM
56
positions
4
filings
latest Q1 2026
BFI Wealth Solutions, LLC
TRACKEDCIK 0002110651
$104.3M
AUM
75
positions
2
filings
latest Q1 2026
BG Investment Services, LLC
TRACKEDCIK 0001873989
$120.5M
AUM
48
positions
4
filings
latest Q1 2026
B Group, Inc.
TRACKEDCIK 0002043476
$134.9M
AUM
20
positions
4
filings
latest Q1 2026
B&I Capital AG
TRACKEDCIK 0001843527
$294.1M
AUM
24
positions
4
filings
latest Q1 2026
Bienville Capital Management, LLC
TRACKEDCIK 0001605070
$550.0M
AUM
73
positions
4
filings
latest Q1 2026
BIGLARI CAPITAL CORP.
TRACKEDCIK 0001334429
$929.4M
AUM
12
positions
4
filings
latest Q1 2026
BIGLARI, SARDAR
TRACKEDCIK 0001334430
$50.9M
AUM
10
positions
4
filings
latest Q1 2026
Biltmore Family Office, LLC
TRACKEDCIK 0001731123
$715.5M
AUM
325
positions
4
filings
latest Q1 2026
BINGHAM PRIVATE WEALTH, LLC
TRACKEDCIK 0002063211
$126.0M
AUM
164
positions
4
filings
latest Q1 2026
Biondo Investment Advisors, LLC
TRACKEDCIK 0001455176
$779.9M
AUM
82
positions
4
filings
latest Q1 2026
BIOS Capital Management, LP
TRACKEDCIK 0001813845
$52.9M
AUM
6
positions
4
filings
latest Q1 2026
Birchcreek Wealth Management, LLC
TRACKEDCIK 0001840341
$207.7M
AUM
120
positions
4
filings
latest Q1 2026
Birchview Capital, LP
TRACKEDCIK 0001618205
$175.7M
AUM
73
positions
4
filings
latest Q1 2026
Birnam Oak Advisors, LP
TRACKEDCIK 0001997245
$440.6M
AUM
34
positions
4
filings
latest Q1 2026
BISLETT MANAGEMENT, LLC
TRACKEDCIK 0001425041
$129.6M
AUM
18
positions
4
filings
latest Q1 2026
Bison Wealth, LLC
TRACKEDCIK 0001845251
$1.04B
AUM
453
positions
4
filings
latest Q1 2026
BIT Capital GmbH
TRACKEDCIK 0002053305
$2.07B
AUM
81
positions
4
filings
latest Q1 2026
BITTERROOT CAPITAL ADVISORS LLC
TRACKEDCIK 0002110106
$164.7M
AUM
60
positions
2
filings
latest Q1 2026
BlackBarn Capital Partners LP
TRACKEDCIK 0002010204
$1.24B
AUM
20
positions
4
filings
latest Q1 2026
Black Creek Investment Management Inc.
TRACKEDCIK 0001528593
$1.86B
AUM
25
positions
4
filings
latest Q1 2026
Black Cypress Capital Management, LLC
TRACKEDCIK 0002022614
$139.3M
AUM
31
positions
4
filings
latest Q1 2026
Black Diamond Capital Management I, LLLP
TRACKEDCIK 0002084285
$135.8M
AUM
8
positions
3
filings
latest Q1 2026