Filers
164 institutions on file
ENTRUST FINANCIAL LLC
TRACKEDCIK 0002109860
$143.0M
AUM
433
positions
2
filings
latest Q1 2026
ENTRUST GLOBAL PARTNERS L L C
TRACKEDCIK 0001080818
$455.5M
AUM
5
positions
3
filings
latest Q1 2026
EntryPoint Capital, LLC
TRACKEDCIK 0001992519
$341.2M
AUM
731
positions
4
filings
latest Q1 2026
Envision Financial Planning, LLC
TRACKEDCIK 0001964460
$276.4M
AUM
51
positions
4
filings
latest Q1 2026
Envision Financial Transparency, LLC
TRACKEDCIK 0002080849
$102,911
AUM
56
positions
1
filings
latest Q1 2026
EPACRIA CAPITAL PARTNERS, LLC
TRACKEDCIK 0001927623
$129.1M
AUM
29
positions
4
filings
latest Q1 2026
EPG Wealth Management LLC
TRACKEDCIK 0001803058
$368.7M
AUM
320
positions
4
filings
latest Q1 2026
Epoch Investment Partners, Inc.
TRACKEDCIK 0001305841
$16.52B
AUM
234
positions
4
filings
latest Q1 2026
EP Wealth Advisors, LLC
TRACKEDCIK 0001540569
$20.34B
AUM
1,496
positions
4
filings
latest Q1 2026
EQ LLC
TRACKEDCIK 0001757605
$355.0M
AUM
74
positions
4
filings
latest Q1 2026
EQT Fund Management S.a r.l.
TRACKEDCIK 0001834239
$1.02B
AUM
5
positions
4
filings
latest Q1 2026
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC)
TRACKEDCIK 0001333986
$15.54B
AUM
1,689
positions
4
filings
latest Q1 2026
EQUITEC PROPRIETARY MARKETS, LLC
TRACKEDCIK 0001143261
$187.1M
AUM
52
positions
4
filings
latest Q1 2026
Equity Wealth Partners, LLC
TRACKEDCIK 0002097037
$154.7M
AUM
76
positions
3
filings
latest Q1 2026
ER Collective Holdings, LLC
TRACKEDCIK 0002059227
$326.3M
AUM
1
positions
2
filings
latest Q1 2026
Erste Asset Management GmbH
TRACKEDCIK 0002024532
$10.79B
AUM
890
positions
4
filings
latest Q1 2026
E&R Wealth Management, LLC
TRACKEDCIK 0002109932
$100.4M
AUM
12
positions
2
filings
latest Q1 2026
Eschler Asset Management LLP
TRACKEDCIK 0001910874
$100.3M
AUM
33
positions
4
filings
latest Q1 2026
ESL Trust Services, LLC
TRACKEDCIK 0001785545
$523.6M
AUM
258
positions
4
filings
latest Q1 2026
Essential Partners LLC
TRACKEDCIK 0002136442
$1.18B
AUM
3,241
positions
4
filings
latest Q1 2026
ESSEX INVESTMENT MANAGEMENT CO LLC
TRACKEDCIK 0000201772
$631.7M
AUM
305
positions
4
filings
latest Q1 2026
Estabrook Capital Management
TRACKEDCIK 0001344717
$685.3M
AUM
380
positions
4
filings
latest Q1 2026
Estate Counselors, LLC
TRACKEDCIK 0001559832
$1.12B
AUM
97
positions
4
filings
latest Q1 2026
Estate Planners Group, LLC
TRACKEDCIK 0002118977
$208.1M
AUM
73
positions
2
filings
latest Q1 2026
Estuary Capital Management LP
TRACKEDCIK 0001965005
$597.7M
AUM
22
positions
4
filings
latest Q1 2026
ETF Portfolio Partners, Inc.
TRACKEDCIK 0001635342
$380.7M
AUM
68
positions
4
filings
latest Q1 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
TRACKEDCIK 0001080382
$845,125
AUM
113
positions
4
filings
latest Q1 2026
Euclidean Capital LLC
TRACKEDCIK 0001825034
$392.3M
AUM
10
positions
4
filings
latest Q1 2026
EULAV Asset Management
TRACKEDCIK 0001540826
$3.12B
AUM
133
positions
4
filings
latest Q1 2026
Eurizon Asset Management Hungary Ltd.
TRACKEDCIK 0002110593
$93.1M
AUM
20
positions
2
filings
latest Q1 2026
Eurizon Asset Management Slovakia, sprav. spol., a.s.
TRACKEDCIK 0002109333
$3.4M
AUM
5
positions
2
filings
latest Q1 2026
Eurizon Capital SGR S.p.A.
TRACKEDCIK 0002107286
$32.02B
AUM
1,193
positions
2
filings
latest Q1 2026
Eurizon SLJ Capital Ltd
TRACKEDCIK 0002107309
$210.3M
AUM
167
positions
2
filings
latest Q1 2026
Euro Pacific Asset Management, LLC
TRACKEDCIK 0001796651
$1.0M
AUM
96
positions
3
filings
latest Q1 2026
Evelyn Partners Asset Management Ltd
TRACKEDCIK 0002065207
$405.8M
AUM
308
positions
3
filings
latest Q1 2026
Evelyn Partners Investment Management (Europe) Ltd
TRACKEDCIK 0002065055
$290.6M
AUM
187
positions
3
filings
latest Q1 2026
Evelyn Partners Investment Management LLP
TRACKEDCIK 0002065206
$3.68B
AUM
410
positions
3
filings
latest Q1 2026
Evelyn Partners Investment Management Services Ltd
TRACKEDCIK 0002065205
$850.0M
AUM
281
positions
3
filings
latest Q1 2026
EVENTIDE ASSET MANAGEMENT, LLC
TRACKEDCIK 0001442891
$6.05B
AUM
278
positions
4
filings
latest Q1 2026
Evercore Wealth Management, LLC
TRACKEDCIK 0001482689
$6.36B
AUM
418
positions
4
filings
latest Q1 2026
Everest Financial Group LLC
TRACKEDCIK 0002056391
$607.3M
AUM
199
positions
2
filings
latest Q1 2026
Everest Management Corp.
TRACKEDCIK 0002056683
$197.4M
AUM
72
positions
4
filings
latest Q1 2026
EVERETT HARRIS & CO /CA/
TRACKEDCIK 0001009254
—
AUM
—
positions
4
filings
latest Q1 2026
EVERGREEN CAPITAL MANAGEMENT LLC
TRACKEDCIK 0001260824
$4.62B
AUM
1,498
positions
4
filings
latest Q1 2026
Evergreen Quality Fund GP, Ltd.
TRACKEDCIK 0002016939
$4.37B
AUM
40
positions
4
filings
latest Q1 2026
Evergreen Wealth Partners LLC
TRACKEDCIK 0002101006
$130.9M
AUM
84
positions
2
filings
latest Q1 2026
EVERMAY WEALTH MANAGEMENT LLC
TRACKEDCIK 0001066816
$902.1M
AUM
594
positions
4
filings
latest Q1 2026
Eversept Partners, LP
TRACKEDCIK 0001697013
$1.90B
AUM
117
positions
4
filings
latest Q1 2026
EverSource Wealth Advisors, LLC
TRACKEDCIK 0001710537
$3.27B
AUM
4,385
positions
3
filings
latest Q1 2026
EVOKE WEALTH, LLC
TRACKEDCIK 0001793432
$5.57B
AUM
697
positions
4
filings
latest Q1 2026
ENTRUST FINANCIAL LLC
TRACKEDCIK 0002109860
$143.0M
AUM
433
positions
2
filings
latest Q1 2026
ENTRUST GLOBAL PARTNERS L L C
TRACKEDCIK 0001080818
$455.5M
AUM
5
positions
3
filings
latest Q1 2026
EntryPoint Capital, LLC
TRACKEDCIK 0001992519
$341.2M
AUM
731
positions
4
filings
latest Q1 2026
Envision Financial Planning, LLC
TRACKEDCIK 0001964460
$276.4M
AUM
51
positions
4
filings
latest Q1 2026
Envision Financial Transparency, LLC
TRACKEDCIK 0002080849
$102,911
AUM
56
positions
1
filings
latest Q1 2026
EPACRIA CAPITAL PARTNERS, LLC
TRACKEDCIK 0001927623
$129.1M
AUM
29
positions
4
filings
latest Q1 2026
EPG Wealth Management LLC
TRACKEDCIK 0001803058
$368.7M
AUM
320
positions
4
filings
latest Q1 2026
Epoch Investment Partners, Inc.
TRACKEDCIK 0001305841
$16.52B
AUM
234
positions
4
filings
latest Q1 2026
EP Wealth Advisors, LLC
TRACKEDCIK 0001540569
$20.34B
AUM
1,496
positions
4
filings
latest Q1 2026
EQ LLC
TRACKEDCIK 0001757605
$355.0M
AUM
74
positions
4
filings
latest Q1 2026
EQT Fund Management S.a r.l.
TRACKEDCIK 0001834239
$1.02B
AUM
5
positions
4
filings
latest Q1 2026
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC)
TRACKEDCIK 0001333986
$15.54B
AUM
1,689
positions
4
filings
latest Q1 2026
EQUITEC PROPRIETARY MARKETS, LLC
TRACKEDCIK 0001143261
$187.1M
AUM
52
positions
4
filings
latest Q1 2026
Equity Wealth Partners, LLC
TRACKEDCIK 0002097037
$154.7M
AUM
76
positions
3
filings
latest Q1 2026
ER Collective Holdings, LLC
TRACKEDCIK 0002059227
$326.3M
AUM
1
positions
2
filings
latest Q1 2026
Erste Asset Management GmbH
TRACKEDCIK 0002024532
$10.79B
AUM
890
positions
4
filings
latest Q1 2026
E&R Wealth Management, LLC
TRACKEDCIK 0002109932
$100.4M
AUM
12
positions
2
filings
latest Q1 2026
Eschler Asset Management LLP
TRACKEDCIK 0001910874
$100.3M
AUM
33
positions
4
filings
latest Q1 2026
ESL Trust Services, LLC
TRACKEDCIK 0001785545
$523.6M
AUM
258
positions
4
filings
latest Q1 2026
Essential Partners LLC
TRACKEDCIK 0002136442
$1.18B
AUM
3,241
positions
4
filings
latest Q1 2026
ESSEX INVESTMENT MANAGEMENT CO LLC
TRACKEDCIK 0000201772
$631.7M
AUM
305
positions
4
filings
latest Q1 2026
Estabrook Capital Management
TRACKEDCIK 0001344717
$685.3M
AUM
380
positions
4
filings
latest Q1 2026
Estate Counselors, LLC
TRACKEDCIK 0001559832
$1.12B
AUM
97
positions
4
filings
latest Q1 2026
Estate Planners Group, LLC
TRACKEDCIK 0002118977
$208.1M
AUM
73
positions
2
filings
latest Q1 2026
Estuary Capital Management LP
TRACKEDCIK 0001965005
$597.7M
AUM
22
positions
4
filings
latest Q1 2026
ETF Portfolio Partners, Inc.
TRACKEDCIK 0001635342
$380.7M
AUM
68
positions
4
filings
latest Q1 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
TRACKEDCIK 0001080382
$845,125
AUM
113
positions
4
filings
latest Q1 2026
Euclidean Capital LLC
TRACKEDCIK 0001825034
$392.3M
AUM
10
positions
4
filings
latest Q1 2026
EULAV Asset Management
TRACKEDCIK 0001540826
$3.12B
AUM
133
positions
4
filings
latest Q1 2026
Eurizon Asset Management Hungary Ltd.
TRACKEDCIK 0002110593
$93.1M
AUM
20
positions
2
filings
latest Q1 2026
Eurizon Asset Management Slovakia, sprav. spol., a.s.
TRACKEDCIK 0002109333
$3.4M
AUM
5
positions
2
filings
latest Q1 2026
Eurizon Capital SGR S.p.A.
TRACKEDCIK 0002107286
$32.02B
AUM
1,193
positions
2
filings
latest Q1 2026
Eurizon SLJ Capital Ltd
TRACKEDCIK 0002107309
$210.3M
AUM
167
positions
2
filings
latest Q1 2026
Euro Pacific Asset Management, LLC
TRACKEDCIK 0001796651
$1.0M
AUM
96
positions
3
filings
latest Q1 2026
Evelyn Partners Asset Management Ltd
TRACKEDCIK 0002065207
$405.8M
AUM
308
positions
3
filings
latest Q1 2026
Evelyn Partners Investment Management (Europe) Ltd
TRACKEDCIK 0002065055
$290.6M
AUM
187
positions
3
filings
latest Q1 2026
Evelyn Partners Investment Management LLP
TRACKEDCIK 0002065206
$3.68B
AUM
410
positions
3
filings
latest Q1 2026
Evelyn Partners Investment Management Services Ltd
TRACKEDCIK 0002065205
$850.0M
AUM
281
positions
3
filings
latest Q1 2026
EVENTIDE ASSET MANAGEMENT, LLC
TRACKEDCIK 0001442891
$6.05B
AUM
278
positions
4
filings
latest Q1 2026
Evercore Wealth Management, LLC
TRACKEDCIK 0001482689
$6.36B
AUM
418
positions
4
filings
latest Q1 2026
Everest Financial Group LLC
TRACKEDCIK 0002056391
$607.3M
AUM
199
positions
2
filings
latest Q1 2026
Everest Management Corp.
TRACKEDCIK 0002056683
$197.4M
AUM
72
positions
4
filings
latest Q1 2026
EVERETT HARRIS & CO /CA/
TRACKEDCIK 0001009254
—
AUM
—
positions
4
filings
latest Q1 2026
EVERGREEN CAPITAL MANAGEMENT LLC
TRACKEDCIK 0001260824
$4.62B
AUM
1,498
positions
4
filings
latest Q1 2026
Evergreen Quality Fund GP, Ltd.
TRACKEDCIK 0002016939
$4.37B
AUM
40
positions
4
filings
latest Q1 2026
Evergreen Wealth Partners LLC
TRACKEDCIK 0002101006
$130.9M
AUM
84
positions
2
filings
latest Q1 2026
EVERMAY WEALTH MANAGEMENT LLC
TRACKEDCIK 0001066816
$902.1M
AUM
594
positions
4
filings
latest Q1 2026
Eversept Partners, LP
TRACKEDCIK 0001697013
$1.90B
AUM
117
positions
4
filings
latest Q1 2026
EverSource Wealth Advisors, LLC
TRACKEDCIK 0001710537
$3.27B
AUM
4,385
positions
3
filings
latest Q1 2026
EVOKE WEALTH, LLC
TRACKEDCIK 0001793432
$5.57B
AUM
697
positions
4
filings
latest Q1 2026