Institutional Research

Institutional Funds

8,522 investment managers that filed Form 13F for Q4 2025, ranked by reported portfolio value.

#	Fund	Location	Portfolio Value	Holdings	QoQ Change
901	Sigma Planning Corp	MI	$3.62B	1,287	+3.0%
902	Florida Trust Wealth Management Co	FL	$3.62B	415	+3.1%
903	Oversea-Chinese Banking Corp Ltd	U0	$3.62B	313	-6.2%
904	Evelyn Partners Investment Management LLP	X0	$3.62B	413	+2.8%
905	Dje Kapital AG	2M	$3.62B	108	-12.1%
906	Farmers & Merchants Investments Inc	NE	$3.62B	1,721	+2.6%
907	Surgocap Partners LP	NY	$3.61B	17	+2.5%
908	Mufg Securities (Canada), Ltd.	NY	$3.60B	43	+0.5%
909	Index Venture Associates Vi Ltd	Y9	$3.59B	4	-26.0%
910	Marsico Capital Management LLC	CO	$3.59B	75	-7.8%
911	Scopus Asset Management, L.P.	NY	$3.59B	130	-14.4%
912	Munro Partners	C3	$3.58B	58	-1.8%
913	Hyperion Asset Management Ltd	C3	$3.58B	18	-0.2%
914	Avantax Planning Partners, Inc.	IA	$3.58B	437	+2.5%
915	Himalaya Capital Management LLC	WA	$3.57B	9	+10.5%
916	Xn LP	NY	$3.57B	26	+4.9%
917	Wcg Wealth Advisors LLC	NV	$3.57B	503	+123.7%
918	Jmg Financial Group, Ltd.	IL	$3.56B	126	+1.3%
919	Simplex Trading, LLC	IL	$3.56B	2,449	+78327.2%
920	Summit Partners Public Asset Management, LLC	MA	$3.55B	69	+15.8%
921	Edgestream Partners, L.P.	NJ	$3.55B	925	+3.9%
922	Robertson Stephens Wealth Management, LLC	CA	$3.55B	634	+7.2%
923	Ilex Capital Partners (Uk) LLP	X0	$3.54B	66	+13.1%
924	Mitsui Sumitomo Insurance Co Ltd	M0	$3.54B	1	—
925	Salem Investment Counselors Inc	NC	$3.54B	391	+1.4%
926	Argent Capital Management LLC	MO	$3.53B	159	-3.8%
927	Amazon Com Inc	WA	$3.52B	6	+42.9%
928	Aquatic Capital Management LLC	IL	$3.52B	1,360	-34.7%
929	Becker Capital Management Inc	OR	$3.50B	301	+2.1%
930	Bnp Paribas	NY	$3.49B	348	+5.5%
931	Aspiriant, LLC	CA	$3.48B	319	+6.4%
932	Intact Investment Management Inc.	A8	$3.48B	313	+5.2%
933	Anchor Capital Advisors LLC	MA	$3.45B	251	-0.1%
934	Meiji Yasuda Life Insurance Co	M0	$3.45B	221	-0.8%
935	Spruce House Investment Management LLC	NY	$3.45B	10	-10.9%
936	Dana Investment Advisors, Inc.	WI	$3.44B	551	+0.7%
937	Private Management Group Inc	CA	$3.43B	310	+2.3%
938	Arax Advisory Partners	CO	$3.43B	4,075	-50.7%
939	Lincoln National Corp	PA	$3.42B	20	-2.5%
940	Voyager Global Management LP	NY	$3.42B	9	+0.1%
941	Toyota Motor Corp/	M0	$3.41B	4	-18.3%
942	Bli - Banque De Luxembourg Investments	N4	$3.41B	178	-0.6%
943	Addenda Capital Inc.	A8	$3.41B	125	+0.8%
944	Castleark Management LLC	IL	$3.41B	294	-4.5%
945	Richard Bernstein Advisors LLC	NY	$3.40B	174	-2.9%
946	Compound Planning, Inc.	NY	$3.38B	1,202	+9.5%
947	Group One Trading LLC	IL	$3.38B	2,291	+1.0%
948	First National Bank Of Omaha	NE	$3.38B	503	+113.4%
949	Freestone Capital Holdings, LLC	WA	$3.37B	526	+3.5%
950	Guardian Capital LP	A6	$3.37B	160	+8.9%

Showing 901–950 of 8,522

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