13F filers starting with C

892 institutional investment managers, showing 501–892. Portfolio value and holdings are from each manager’s latest SEC Form 13F-HR filing.

Fund13F valueHoldingsLatest

CMG Global Holdings, LLC$235.8M · 100 holdings · Q2 2026$235.8M100Q2 2026
CMH Wealth Management LLC$655.5M · 117 holdings · Q2 2026$655.5M117Q2 2026
CMT Capital Markets Trading GmbH$11.8B · 385 holdings · Q2 2026$11.8B385Q2 2026
CNA FINANCIAL CORP$239.0M · 18 holdings · Q2 2026$239.0M18Q2 2026
CNB Bank$256.6M · 518 holdings · Q2 2026$256.6M518Q2 2026
CNO Financial Group, Inc.$174.7M · 8 holdings · Q2 2026$174.7M8Q2 2026
Coalescence Partners Investment Management, LP$340.6M · 12 holdings · Q2 2026$340.6M12Q2 2026
Coastal Bridge Advisors, LLC$1.6B · 471 holdings · Q2 2026$1.6B471Q2 2026
Coastline Complete Wealth LLC$161.4M · 55 holdings · Q1 2026$161.4M55Q1 2026
Coastline Trust Co$1.1B · 406 holdings · Q2 2026$1.1B406Q2 2026
Coastwise Capital Group, LLC$172.0M · 143 holdings · Q2 2026$172.0M143Q2 2026
COATUE MANAGEMENT LLC$48.6B · 66 holdings · Q2 2026$48.6B66Q2 2026
COBALT CAPITAL MANAGEMENT, INC.$140.5M · 26 holdings · Q2 2026$140.5M26Q2 2026
Cobblestone Asset Management LLC$239.8M · 74 holdings · Q2 2026$239.8M74Q2 2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B · 304 holdings · Q3 2025$2.1B304Q3 2025
Code Waechter LLC$193.3M · 127 holdings · Q2 2026$193.3M127Q2 2026
Codex Capital Asset Management L.L.C.$288.9M · 33 holdings · Q2 2026$288.9M33Q2 2026
COERENTE CAPITAL MANAGEMENT$543.3M · 43 holdings · Q2 2026$543.3M43Q2 2026
COFG Advisors, LLC$579.4M · 319 holdings · Q2 2026$579.4M319Q2 2026
Cogent Private Wealth, Inc.$160.0M · 117 holdings · Q2 2026$160.0M117Q2 2026
COGENT STRATEGIC WEALTH LLC$104.9M · 58 holdings · Q2 2026$104.9M58Q2 2026
CogentBlue Wealth Advisors, LLC$174.5M · 103 holdings · Q2 2026$174.5M103Q2 2026
Cohalo Advisory LLC$1.7M · 14 holdings · Q2 2026$1.7M14Q2 2026
COHEN & STEERS CAPITAL MANAGEMENT INC$37.0M · 445 holdings · Q1 2015$37.0M445Q1 2015
COHEN & STEERS, INC.$63.2B · 442 holdings · Q2 2026$63.2B442Q2 2026
Cohen Capital Management, Inc.$735.5M · 152 holdings · Q2 2026$735.5M152Q2 2026
Cohen Investment Advisors LLC$223.2M · 81 holdings · Q2 2026$223.2M81Q2 2026
Cohen Klingenstein LLC$3.5B · 207 holdings · Q2 2026$3.5B207Q2 2026
Coho Partners, Ltd.$779.1M · 32 holdings · Q3 2025$779.1M32Q3 2025
Coign Capital Advisors LLC$222.2M · 88 holdings · Q2 2026$222.2M88Q2 2026
CoinFund Management LLC— · 1 holdings · Q2 2026—1Q2 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.0B · 1,219 holdings · Q2 2026$8.0B1,219Q2 2026
Coleford Investment Management Ltd.$458.5M · 23 holdings · Q2 2026$458.5M23Q2 2026
Coliseum Capital Management, LLC$1.2B · 11 holdings · Q2 2026$1.2B11Q2 2026
Collaborative Capital Advisors LLC$158.4M · 83 holdings · Q2 2026$158.4M83Q2 2026
Collaborative Fund Advisors, LLC$171.8M · 182 holdings · Q2 2026$171.8M182Q2 2026
Collaborative Wealth Managment Inc.$238.4M · 170 holdings · Q2 2026$238.4M170Q2 2026
Collar Capital Management, LLC$169.6M · 73 holdings · Q2 2026$169.6M73Q2 2026
COLLECTIVE FAMILY OFFICE LLC$489.1M · 161 holdings · Q2 2026$489.1M161Q2 2026
Collier Financial$146.2M · 141 holdings · Q2 2026$146.2M141Q2 2026
Colonial River Wealth Management, LLC$351.5M · 249 holdings · Q2 2026$351.5M249Q2 2026
Colonial Trust Advisors$1.4B · 807 holdings · Q2 2026$1.4B807Q2 2026
Colonial Trust Co / SC$789.7M · 1,135 holdings · Q2 2026$789.7M1,135Q2 2026
Colony Family Offices, LLC$455.1M · 61 holdings · Q2 2026$455.1M61Q2 2026
Colorado Capital Management, Inc.$293.1M · 101 holdings · Q2 2026$293.1M101Q2 2026
COLRAIN CAPITAL LLC$295.3M · 25 holdings · Q2 2026$295.3M25Q2 2026
Colter Lewis Investment Partners LLC$225.0M · 114 holdings · Q2 2026$225.0M114Q2 2026
COLTON GROOME FINANCIAL ADVISORS, LLC$413.6M · 164 holdings · Q2 2026$413.6M164Q2 2026
COLUMBIA ADVISORY PARTNERS LLC$181.3M · 111 holdings · Q2 2026$181.3M111Q2 2026
Columbia Asset Management$575.2M · 168 holdings · Q2 2026$575.2M168Q2 2026
Columbia River Financial Group, LLC$186.2M · 58 holdings · Q2 2026$186.2M58Q2 2026
Columbus Hill Capital Management, L.P.$1.0B · 30 holdings · Q2 2026$1.0B30Q2 2026
Columbus Macro, LLC$1.0B · 207 holdings · Q2 2026$1.0B207Q2 2026
Column Group LLC$88.1M · 3 holdings · Q2 2026$88.1M3Q2 2026
COMERICA BANK$19.3B · 3,711 holdings · Q4 2025$19.3B3,711Q4 2025
COMGEST GLOBAL INVESTORS S.A.S.$4.5B · 55 holdings · Q2 2026$4.5B55Q2 2026
Commerce Advisors, LLC$184.1M · 128 holdings · Q2 2026$184.1M128Q2 2026
COMMERCE BANK$22.8B · 1,332 holdings · Q2 2026$22.8B1,332Q2 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI$5.0B · 347 holdings · Q2 2026$5.0B347Q2 2026
Commodore Capital LP$1.7B · 33 holdings · Q2 2026$1.7B33Q2 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.1B · 29 holdings · Q2 2026$1.1B29Q2 2026
COMMONS CAPITAL, LLC$142.9M · 96 holdings · Q2 2026$142.9M96Q2 2026
COMMONWEALTH BANK OF AUSTRALIA$355.4M · 2 holdings · Q2 2026$355.4M2Q2 2026
COMMONWEALTH EQUITY SERVICES, LLC$79.5B · 4,415 holdings · Q2 2026$79.5B4,415Q2 2026
Commonwealth Financial Services, LLC$744.2M · 317 holdings · Q2 2026$744.2M317Q2 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$20.6B · 1,759 holdings · Q2 2026$20.6B1,759Q2 2026
Commonwealth Retirement Investments LLC$368.4M · 417 holdings · Q2 2026$368.4M417Q2 2026
Community Bank & Trust, Waco, Texas$554.5M · 168 holdings · Q2 2026$554.5M168Q2 2026
Community Bank of Raymore$169.7M · 76 holdings · Q2 2026$169.7M76Q2 2026
Community Bank, N.A.$926.3M · 530 holdings · Q2 2026$926.3M530Q2 2026
Community Financial Services Group, LLC$686.3M · 532 holdings · Q2 2026$686.3M532Q2 2026
COMMUNITY TRUST & INVESTMENT CO$1.9B · 144 holdings · Q2 2026$1.9B144Q2 2026
Compagnie Lombard Odier SCmA$9.2B · 514 holdings · Q2 2026$9.2B514Q2 2026
Compass Advisory Group LLC$420.8M · 89 holdings · Q2 2026$420.8M89Q2 2026
COMPASS CAPITAL CORP /MA/ /ADV$307.3M · 205 holdings · Q2 2026$307.3M205Q2 2026
COMPASS CAPITAL MANAGEMENT, INC$1.7B · 91 holdings · Q2 2026$1.7B91Q2 2026
Compass Financial Group, Inc.$236.7M · 51 holdings · Q2 2026$236.7M51Q2 2026
Compass Financial Group, Inc. (Ohio)$149.6M · 48 holdings · Q2 2026$149.6M48Q2 2026
Compass Financial Group, INC/SD$871.5M · 119 holdings · Q2 2026$871.5M119Q2 2026
COMPASS FINANCIAL MANAGEMENT LLC$829.0M · 1,547 holdings · Q2 2026$829.0M1,547Q2 2026
Compass Financial Services Inc$267.5M · 57 holdings · Q2 2026$267.5M57Q2 2026
COMPASS GROUP LLC$3.0M · 3 holdings · Q3 2025$3.0M3Q3 2025
Compass Ion Advisors, LLC$1.2B · 297 holdings · Q2 2026$1.2B297Q2 2026
Compass Planning Associates Inc$185.0M · 33 holdings · Q2 2026$185.0M33Q2 2026
Compass Rose Asset Management, LP$3.6B · 25 holdings · Q2 2026$3.6B25Q2 2026
Compass Wealth Management LLC$528.4M · 167 holdings · Q2 2026$528.4M167Q2 2026
Compass Wealth Management, LLC/GA$250.9M · 74 holdings · Q2 2026$250.9M74Q2 2026
Compound Planning, Inc.$3.8B · 1,260 holdings · Q2 2026$3.8B1,260Q2 2026
Comprehensive Financial Consultants Institutional, Inc.$378.1M · 205 holdings · Q2 2026$378.1M205Q2 2026
Comprehensive Financial Management LLC$3.0B · 39 holdings · Q2 2026$3.0B39Q2 2026
Comprehensive Financial Planning, Inc./PA$187.6M · 427 holdings · Q2 2026$187.6M427Q2 2026
Comprehensive Money Management Services LLC$158.9M · 200 holdings · Q2 2026$158.9M200Q2 2026
Comprehensive Wealth Management, LLC$218.9M · 43 holdings · Q2 2026$218.9M43Q2 2026
Compton Financial Group, LLC$519.2M · 84 holdings · Q2 2026$519.2M84Q2 2026
Compton Wealth Advisory Group, LLC$495.4M · 83 holdings · Q2 2026$495.4M83Q2 2026
Concentric Capital Strategies, LP$1.8B · 313 holdings · Q2 2026$1.8B313Q2 2026
Concentrum Wealth Management$417.8M · 127 holdings · Q2 2026$417.8M127Q2 2026
Concord Asset Management, LLC/VA$645.8M · 126 holdings · Q2 2026$645.8M126Q2 2026
Concord Investment Counsel Inc.$366.4M · 50 holdings · Q2 2026$366.4M50Q2 2026
Concord Wealth Partners$873.2M · 885 holdings · Q2 2026$873.2M885Q2 2026
Concorde Asset Management, LLC$172.8M · 152 holdings · Q2 2026$172.8M152Q2 2026
Concorde Financial Corp$124.1M · 26 holdings · Q2 2026$124.1M26Q2 2026
Concurrent Investment Advisors, LLC$11.8B · 2,097 holdings · Q2 2026$11.8B2,097Q2 2026
Condire Management, LP$854.9M · 20 holdings · Q2 2026$854.9M20Q2 2026
CONDOR CAPITAL MANAGEMENT$1.3B · 173 holdings · Q2 2026$1.3B173Q2 2026
Conestoga Capital Advisors, LLC$4.6B · 109 holdings · Q2 2026$4.6B109Q2 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B · 290 holdings · Q2 2026$6.4B290Q2 2026
Confluence Wealth Services, Inc.$3.5B · 476 holdings · Q2 2026$3.5B476Q2 2026
CONGRESS ASSET MANAGEMENT CO /MA$16.3B · 376 holdings · Q2 2026$16.3B376Q2 2026
Congress Park Capital LLC$370.5M · 134 holdings · Q2 2026$370.5M134Q2 2026
Congruence Capital, LLC$382.6M · 28 holdings · Q2 2026$382.6M28Q2 2026
Conifer Management, L.L.C.$606.7M · 6 holdings · Q2 2026$606.7M6Q2 2026
CONNABLE OFFICE INC$1.1B · 231 holdings · Q2 2026$1.1B231Q2 2026
Connecticut Capital Management Group, LLC$124.1M · 129 holdings · Q2 2026$124.1M129Q2 2026
Connecticut Wealth Management, LLC$2.7B · 340 holdings · Q2 2026$2.7B340Q2 2026
Connective Capital Management, LLC$141.9M · 70 holdings · Q2 2026$141.9M70Q2 2026
Connective Portfolio Management, LLC$60.1M · 39 holdings · Q2 2026$60.1M39Q2 2026
CONNING INC.$3.3B · 327 holdings · Q2 2026$3.3B327Q2 2026
Connor, Clark & Lunn Investment Management Ltd.$52.8B · 1,622 holdings · Q2 2026$52.8B1,622Q2 2026
CONNORS INVESTOR SERVICES INC$1.2B · 153 holdings · Q2 2026$1.2B153Q2 2026
CONQUIS FINANCIAL LLC$124.0M · 54 holdings · Q2 2026$124.0M54Q2 2026
Conrad N. Hilton Foundation$575.6M · 2 holdings · Q2 2026$575.6M2Q2 2026
Conrad Siegel Investment Advisors, Inc.$614.6M · 74 holdings · Q2 2026$614.6M74Q2 2026
CONSCIOUS WEALTH INVESTMENTS, LLC$194.5M · 67 holdings · Q2 2026$194.5M67Q2 2026
Conservest Capital Advisors, Inc.$1.3B · 132 holdings · Q2 2026$1.3B132Q2 2026
CONSILIO WEALTH ADVISORS, LLC$417.3M · 110 holdings · Q2 2026$417.3M110Q2 2026
Consilium Wealth Advisory, LLC$336.9M · 101 holdings · Q2 2026$336.9M101Q2 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC$374.8M · 72 holdings · Q2 2026$374.8M72Q2 2026
Consolidated Investment Group LLC$1.2B · 77 holdings · Q2 2026$1.2B77Q2 2026
Consolidated Planning Corp$741.6M · 159 holdings · Q2 2026$741.6M159Q2 2026
Consolidated Portfolio Review Corp$1.2B · 34 holdings · Q2 2026$1.2B34Q2 2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD$2.6M · 2 holdings · Q2 2026$2.6M2Q2 2026
Constant Guidance Financial LLC$159.2M · 67 holdings · Q2 2026$159.2M67Q2 2026
Constellation Investimentos e Participacoes Ltda$46.7M · 7 holdings · Q3 2025$46.7M7Q3 2025
Constellation Investments, Inc.$3.2B · 19 holdings · Q2 2026$3.2B19Q2 2026
Constitution Capital LLC$194.8M · 62 holdings · Q2 2026$194.8M62Q2 2026
Consulta Ltd$2.8B · 15 holdings · Q2 2026$2.8B15Q2 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.$44.4M · 282 holdings · Q2 2026$44.4M282Q2 2026
Contango Wealth Management LLC$85.6M · 52 holdings · Q1 2026$85.6M52Q1 2026
Context Capital Management, LLC— · 427 holdings · Q2 2026—427Q2 2026
CONTINENTAL ADVISORS LLC$236.9M · 50 holdings · Q2 2026$236.9M50Q2 2026
CONTINENTAL GENERAL INSURANCE CO$479.6M · 9 holdings · Q2 2026$479.6M9Q2 2026
CONTINENTAL GRAIN CO$448.3M · 4 holdings · Q2 2026$448.3M4Q2 2026
CONTINENTAL INVESTORS SERVICES, INC.$127.6M · 81 holdings · Q2 2026$127.6M81Q2 2026
Continuum Advisory, LLC$1.2B · 1,986 holdings · Q2 2026$1.2B1,986Q2 2026
CONTINUUM WEALTH ADVISORS, LLC$296.3M · 82 holdings · Q2 2026$296.3M82Q2 2026
Contour Asset Management LLC$4.2B · 27 holdings · Q2 2026$4.2B27Q2 2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$306.1M · 19 holdings · Q2 2026$306.1M19Q2 2026
Contrarius Group Holdings Ltd$2.2B · 34 holdings · Q2 2026$2.2B34Q2 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566.1M · 391 holdings · Q2 2026$566.1M391Q2 2026
Convergence Financial, LLC$1.3B · 272 holdings · Q2 2026$1.3B272Q2 2026
Convergence Investment Partners, LLC$1.1B · 241 holdings · Q2 2026$1.1B241Q2 2026
Converium Capital Inc.$782.8M · 44 holdings · Q2 2026$782.8M44Q2 2026
Conversant Capital LLC$852.5M · 17 holdings · Q2 2026$852.5M17Q2 2026
CONWAY CAPITAL MANAGEMENT, INC.$224.7M · 39 holdings · Q2 2026$224.7M39Q2 2026
Cook & Bynum Capital Management, LLC$134.5M · 6 holdings · Q2 2026$134.5M6Q2 2026
COOK WEALTH MANAGEMENT GROUP LLC— · 1 holdings · Q4 2025—1Q4 2025
COOKE & BIELER LP$8.6B · 100 holdings · Q2 2026$8.6B100Q2 2026
Cooke Wealth Management, LLC$122.1M · 39 holdings · Q2 2026$122.1M39Q2 2026
Cooksen Wealth, LLC$158.7M · 45 holdings · Q2 2026$158.7M45Q2 2026
COOKSON PEIRCE & CO INC$3.0B · 317 holdings · Q2 2026$3.0B317Q2 2026
Cooper Capital Advisors LLC$230.6M · 41 holdings · Q2 2026$230.6M41Q2 2026
COOPER CREEK PARTNERS MANAGEMENT LLC$4.2B · 115 holdings · Q2 2026$4.2B115Q2 2026
Cooper Financial Group$1.2B · 451 holdings · Q2 2026$1.2B451Q2 2026
COOPER INVESTORS PTY LTD$217.8M · 39 holdings · Q2 2026$217.8M39Q2 2026
COOPER/HAIMS ADVISORS, LLC$232.4M · 116 holdings · Q2 2026$232.4M116Q2 2026
COOPERMAN LEON G$3.5B · 39 holdings · Q2 2026$3.5B39Q2 2026
Coordinated Financial Services, Inc.$174.3M · 176 holdings · Q1 2026$174.3M176Q1 2026
Copeland Capital Management, LLC$4.9B · 265 holdings · Q2 2026$4.9B265Q2 2026
Copia Wealth Management$166.5M · 570 holdings · Q2 2026$166.5M570Q2 2026
Copley Financial Group, Inc.$165.4M · 118 holdings · Q2 2026$165.4M118Q2 2026
Copos Capital B.V.$740.0M · 42 holdings · Q2 2026$740.0M42Q2 2026
Coppell Advisory Solutions LLC$1.2B · 553 holdings · Q2 2026$1.2B553Q2 2026
Copper Harbor Investment Advisors, LLC$472.4M · 95 holdings · Q2 2026$472.4M95Q2 2026
Copperleaf Capital, LLC$208.6M · 114 holdings · Q3 2025$208.6M114Q3 2025
Copperwood Asset Management LP$46.7M · 1 holdings · Q2 2026$46.7M1Q2 2026
Coquina Private Wealth LLC$147.3M · 101 holdings · Q2 2026$147.3M101Q2 2026
CORA CAPITAL ADVISORS LLC$356.3M · 145 holdings · Q2 2026$356.3M145Q2 2026
Coral Wealth Management, LLC$122.1M · 17 holdings · Q2 2026$122.1M17Q2 2026
CORBYN INVESTMENT MANAGEMENT INC/MD$346.2M · 66 holdings · Q2 2026$346.2M66Q2 2026
CORDA Investment Management, LLC.$1.6B · 85 holdings · Q2 2026$1.6B85Q2 2026
Cordant, Inc.$277.6M · 353 holdings · Q2 2026$277.6M353Q2 2026
Cordatus Wealth Management LLC$455.3M · 168 holdings · Q2 2026$455.3M168Q2 2026
Cordoba Advisory Partners LLC$471.8M · 144 holdings · Q2 2026$471.8M144Q2 2026
Core Alternative Capital$334.2M · 201 holdings · Q2 2026$334.2M201Q2 2026
Core Capital Management & Research, inc.$190.3M · 215 holdings · Q2 2026$190.3M215Q2 2026
Core Wealth Advisors, Inc.$497.5M · 126 holdings · Q2 2026$497.5M126Q2 2026
CORE WEALTH ADVISORS, LLC$135.7M · 35 holdings · Q2 2026$135.7M35Q2 2026
Core Wealth Management, Inc.$355.8M · 42 holdings · Q2 2026$355.8M42Q2 2026
Core Wealth Partners LLC$234.7M · 191 holdings · Q2 2026$234.7M191Q2 2026
Corebridge Financial, Inc.$4.2M · 1 holdings · Q2 2026$4.2M1Q2 2026
Corecam AG$117.1M · 50 holdings · Q2 2026$117.1M50Q2 2026
Corecam Pte. Ltd.$264.1M · 82 holdings · Q2 2026$264.1M82Q2 2026
CoreCap Advisors, LLC$3.4B · 3,174 holdings · Q2 2026$3.4B3,174Q2 2026
CoreCommodity Management, LLC$501.7M · 124 holdings · Q2 2026$501.7M124Q2 2026
CoreFirst Bank & Trust$201.1M · 279 holdings · Q2 2026$201.1M279Q2 2026
COREPATH WEALTH PARTNERS LLC$160.3M · 46 holdings · Q2 2026$160.3M46Q2 2026
CoreView Capital Management Ltd$547.1M · 8 holdings · Q2 2026$547.1M8Q2 2026
Corient IA LLC$108.4M · 249 holdings · Q2 2026$108.4M249Q2 2026
Corient Private Wealth LLC$72.2B · 3,043 holdings · Q2 2026$72.2B3,043Q2 2026
Corigliano Investment Advisers, LLC$255.9M · 37 holdings · Q1 2026$255.9M37Q1 2026
Cormorant Asset Management, LP$2.0B · 50 holdings · Q2 2026$2.0B50Q2 2026
Cornell Pochily Investment Advisors, Inc.$371.7M · 189 holdings · Q2 2026$371.7M189Q2 2026
CORNERCAP INVESTMENT COUNSEL INC$203.0M · 151 holdings · Q4 2025$203.0M151Q4 2025
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$764.7M · 133 holdings · Q2 2026$764.7M133Q2 2026
Cornerstone Advisors, LLC$3.0B · 112 holdings · Q2 2026$3.0B112Q2 2026
Cornerstone Advisory, LLC$1.2B · 278 holdings · Q2 2026$1.2B278Q2 2026
Cornerstone Capital, Inc.$1.1B · 120 holdings · Q2 2026$1.1B120Q2 2026
CORNERSTONE ENTERPRISES, LLC$219.2M · 42 holdings · Q2 2026$219.2M42Q2 2026
Cornerstone Financial Group, LLC /NE/$162.2M · 75 holdings · Q2 2026$162.2M75Q2 2026
Cornerstone Financial Management LLC$124.7M · 1,471 holdings · Q2 2026$124.7M1,471Q2 2026
Cornerstone Investment Partners, LLC$3.0B · 312 holdings · Q2 2026$3.0B312Q2 2026
Cornerstone Management, Inc.$695.1M · 67 holdings · Q2 2026$695.1M67Q2 2026
Cornerstone National Bank & Trust Co$295.9M · 216 holdings · Q2 2026$295.9M216Q2 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC$34.4M · 6 holdings · Q2 2026$34.4M6Q2 2026
Cornerstone Planning Group LLC$794.1M · 1,867 holdings · Q2 2026$794.1M1,867Q2 2026
Cornerstone Planning, LLC$432.3M · 136 holdings · Q2 2026$432.3M136Q2 2026
Cornerstone Select Advisors, LLC$237.6M · 149 holdings · Q2 2026$237.6M149Q2 2026
Cornerstone Wealth Advisors, Inc.$477.2M · 55 holdings · Q2 2026$477.2M55Q2 2026
Cornerstone Wealth Group, LLC$1.7B · 504 holdings · Q2 2026$1.7B504Q2 2026
Cornerstone Wealth Management, LLC$2.3B · 745 holdings · Q2 2026$2.3B745Q2 2026
Cornerstone Wealth Partners, LLC$215.1M · 17 holdings · Q2 2026$215.1M17Q2 2026
Cornerstone Wealth, LLC/TN$197.7M · 102 holdings · Q2 2026$197.7M102Q2 2026
Coronation Fund Managers Ltd.$2.6B · 48 holdings · Q2 2026$2.6B48Q2 2026
Corps Capital Advisors, LLC$124.0M · 99 holdings · Q2 2026$124.0M99Q2 2026
CORRADO ADVISORS, LLC$217.3M · 120 holdings · Q2 2026$217.3M120Q2 2026
Corre Partners Management, LLC$379.8M · 4 holdings · Q2 2026$379.8M4Q2 2026
CORRECT CAPITAL WEALTH MANAGEMENT$580.0M · 108 holdings · Q2 2026$580.0M108Q2 2026
CORSAIR CAPITAL MANAGEMENT, L.P.$800.2M · 165 holdings · Q2 2026$800.2M165Q2 2026
Corsicana & Co.$206.4M · 309 holdings · Q2 2026$206.4M309Q2 2026
CORTLAND ASSOCIATES INC/MO$691.8M · 62 holdings · Q2 2026$691.8M62Q2 2026
Corton Capital Inc.$40.7M · 189 holdings · Q3 2025$40.7M189Q3 2025
Corundum Group, Inc.$337.1M · 112 holdings · Q2 2026$337.1M112Q2 2026
Corundum Trust Company, INC$37.4M · 28 holdings · Q2 2026$37.4M28Q2 2026
Corvex Management LP$3.3B · 25 holdings · Q2 2026$3.3B25Q2 2026
COSMIC MANAGEMENT, LLC$382.0M · 5 holdings · Q2 2026$382.0M5Q2 2026
Cosner Financial Group, LLC$194.7M · 37 holdings · Q2 2026$194.7M37Q2 2026
Costello Asset Management, INC$333.2M · 710 holdings · Q2 2026$333.2M710Q2 2026
Coston, McIsaac & Partners$497.0M · 948 holdings · Q2 2026$497.0M948Q2 2026
Cota Capital Management, LLC— · 1 holdings · Q4 2025—1Q4 2025
Cottage Street Advisors LLC$258.6M · 149 holdings · Q2 2026$258.6M149Q2 2026
COTTONWOOD CAPITAL ADVISORS, LLC$165.9M · 88 holdings · Q2 2026$165.9M88Q2 2026
Council Ring Capital, LLC— · 1 holdings · Q2 2026—1Q2 2026
Councilmark Asset Management, LLC$188.9M · 84 holdings · Q2 2026$188.9M84Q2 2026
Counterpoint Mutual Funds LLC$1.0B · 295 holdings · Q2 2026$1.0B295Q2 2026
Counterweight Ventures, LLC$200.6M · 81 holdings · Q2 2026$200.6M81Q2 2026
COUNTRY CLUB BANK$1.7B · 325 holdings · Q3 2025$1.7B325Q3 2025
COUNTRY TRUST BANK$5.7B · 628 holdings · Q2 2026$5.7B628Q2 2026
COURAGE CAPITAL MANAGEMENT LLC$67.3M · 16 holdings · Q2 2026$67.3M16Q2 2026
Courage Miller Partners, LLC$379.0M · 87 holdings · Q2 2026$379.0M87Q2 2026
Courant Investment Management LLC$103.0M · 7 holdings · Q2 2026$103.0M7Q2 2026
COURIER CAPITAL LLC$2.0B · 399 holdings · Q2 2026$2.0B399Q2 2026
Court Place Advisors, LLC$332.1M · 147 holdings · Q3 2025$332.1M147Q3 2025
Covalent Partners LLC$17.6M · 16 holdings · Q1 2026$17.6M16Q1 2026
Covalis (Gibraltar) Ltd$27.1M · 2 holdings · Q2 2026$27.1M2Q2 2026
Covalis Capital LLP$1.8B · 101 holdings · Q2 2026$1.8B101Q2 2026
Cove Private Wealth, LLC$517.7M · 207 holdings · Q2 2026$517.7M207Q2 2026
Cove Street Capital, LLC$76.6M · 96 holdings · Q3 2025$76.6M96Q3 2025
Covea Finance$3.2B · 153 holdings · Q2 2026$3.2B153Q2 2026
Covenant Asset Management, LLC$594.6M · 164 holdings · Q2 2026$594.6M164Q2 2026
Covenant Partners, LLC— · 1 holdings · Q2 2026—1Q2 2026
Covestor Ltd$173.2M · 2,845 holdings · Q2 2026$173.2M2,845Q2 2026
Covington Investment Advisors Inc.$773.9M · 73 holdings · Q2 2026$773.9M73Q2 2026
COWA, LLC$398.6M · 181 holdings · Q2 2026$398.6M181Q2 2026
COWBIRD CAPITAL LP— · 1 holdings · Q4 2025—1Q4 2025
Cox Capital Mgt LLC$179.7M · 81 holdings · Q2 2026$179.7M81Q2 2026
Coyle Financial Counsel LLC$548.0M · 126 holdings · Q2 2026$548.0M126Q2 2026
COZAD ASSET MANAGEMENT INC$1.5B · 453 holdings · Q2 2026$1.5B453Q2 2026
CPA Asset Management LLC$347.2M · 97 holdings · Q2 2026$347.2M97Q2 2026
CPMG Inc$37.1M · 3 holdings · Q1 2026$37.1M3Q1 2026
CPR Investments Inc.$129.9M · 55 holdings · Q2 2026$129.9M55Q2 2026
CPV Partners, LLC$274.4M · 5 holdings · Q2 2026$274.4M5Q2 2026
CPWA, LLC$86.1M · 94 holdings · Q2 2026$86.1M94Q2 2026
CRA Financial Services, LLC$867.6M · 321 holdings · Q2 2026$867.6M321Q2 2026
Crabel Capital Management, LLC$136.9M · 51 holdings · Q2 2026$136.9M51Q2 2026
Crake Asset Management LLP$4.2B · 23 holdings · Q2 2026$4.2B23Q2 2026
CRAMER ROSENTHAL MCGLYNN LLC$2.0B · 96 holdings · Q2 2026$2.0B96Q2 2026
Cranbrook Wealth Management, LLC$534.4M · 406 holdings · Q2 2026$534.4M406Q2 2026
Crane Advisory, LLC$696.6M · 55 holdings · Q2 2026$696.6M55Q2 2026
Cravens & Co Advisors, LLC$149.0M · 67 holdings · Q2 2026$149.0M67Q2 2026
Crawford Fund Management, LLC$652.9M · 203 holdings · Q2 2026$652.9M203Q2 2026
CRAWFORD INVESTMENT COUNSEL INC$6.0B · 306 holdings · Q2 2026$6.0B306Q2 2026
CRCM LP$144.2M · 12 holdings · Q2 2026$144.2M12Q2 2026
Creative Capital Management Investments LLC$433.5M · 1,438 holdings · Q2 2026$433.5M1,438Q2 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$2.1B · 2,262 holdings · Q2 2026$2.1B2,262Q2 2026
Creative Planning$171.1B · 4,294 holdings · Q2 2026$171.1B4,294Q2 2026
CreativeOne Wealth, LLC$4.6B · 1,189 holdings · Q2 2026$4.6B1,189Q2 2026
CREDIT AGRICOLE S A$49.3B · 1,308 holdings · Q2 2026$49.3B1,308Q2 2026
Credit Capital Investments LLC$174.6M · 42 holdings · Q2 2026$174.6M42Q2 2026
CREDIT INDUSTRIEL ET COMMERCIAL$1.6B · 338 holdings · Q2 2026$1.6B338Q2 2026
Creegan & Nassoura Financial Group, LLC$154.0M · 78 holdings · Q4 2025$154.0M78Q4 2025
Creek Drive Management Group LLC$206.0M · 48 holdings · Q2 2026$206.0M48Q2 2026
Creekmur Asset Management LLC$2.1M · 6 holdings · Q2 2026$2.1M6Q2 2026
Creekside Partners$276.1M · 193 holdings · Q2 2026$276.1M193Q2 2026
Crescent Grove Advisors, LLC$1.2B · 298 holdings · Q2 2026$1.2B298Q2 2026
Crescent Park Management, L.P.$40.5M · 11 holdings · Q2 2026$40.5M11Q2 2026
Crescent Sterling, Ltd.$111.8M · 85 holdings · Q2 2026$111.8M85Q2 2026
Cresset Asset Management, LLC$27.6B · 1,747 holdings · Q2 2026$27.6B1,747Q2 2026
Cresta Advisors, Ltd.$278.6M · 54 holdings · Q2 2026$278.6M54Q2 2026
Crestline Management, LP$53.5M · 3 holdings · Q2 2026$53.5M3Q2 2026
Crestmont Private Wealth LLC$356.5M · 105 holdings · Q2 2026$356.5M105Q2 2026
Crestview Partners II GP, L.P.$234.8M · 3 holdings · Q2 2026$234.8M3Q2 2026
Crestview Partners III GP, L.P.$237.2M · 1 holdings · Q2 2026$237.2M1Q2 2026
Crestview Partners IV GP, L.P.$484.9M · 2 holdings · Q2 2026$484.9M2Q2 2026
Crestwood Advisors Group, LLC$6.7B · 880 holdings · Q2 2026$6.7B880Q2 2026
Crestwood Capital Management, L.P.$152.7M · 16 holdings · Q2 2026$152.7M16Q2 2026
Crew Capital Management, Ltd.$183.1M · 112 holdings · Q2 2026$183.1M112Q2 2026
Crewe Advisors LLC$1.4B · 1,135 holdings · Q2 2026$1.4B1,135Q2 2026
Crews Bank & Trust$766.0M · 662 holdings · Q2 2026$766.0M662Q2 2026
Cria, Inc.$123.8M · 2 holdings · Q2 2026$123.8M2Q2 2026
CRITERIA CAIXA, S.A.U.$23.6M · 2 holdings · Q2 2026$23.6M2Q2 2026
CROBAN$226.9M · 81 holdings · Q2 2026$226.9M81Q2 2026
Crocodile Capital Partners GmbH$147.0M · 12 holdings · Q2 2026$147.0M12Q2 2026
Cromwell Holdings LLC$222.8M · 1,108 holdings · Q2 2026$222.8M1,108Q2 2026
CROSBY Co OF NEW HAMPSHIRE LLC— · 1 holdings · Q2 2026—1Q2 2026
Cross Staff Investments Inc$177.6M · 133 holdings · Q2 2026$177.6M133Q2 2026
CrossGen Wealth, LLC$128.7M · 214 holdings · Q2 2026$128.7M214Q2 2026
Crossingbridge Advisors, LLC$567.0M · 152 holdings · Q2 2026$567.0M152Q2 2026
CROSSLINK CAPITAL INC$1.4B · 22 holdings · Q2 2026$1.4B22Q2 2026
Crossmark Global Holdings, Inc.$7.7B · 1,261 holdings · Q2 2026$7.7B1,261Q2 2026
CROSSPOINT FINANCIAL, LLC$43.7M · 39 holdings · Q2 2026$43.7M39Q2 2026
Crow's Nest Holdings LP$330.7M · 11 holdings · Q2 2026$330.7M11Q2 2026
CROWLEY WEALTH MANAGEMENT, INC.— · 1 holdings · Q4 2025—1Q4 2025
CROWN ADVISORS MANAGEMENT, INC.$182.1M · 43 holdings · Q2 2026$182.1M43Q2 2026
Crown Oak Advisors, LLC$214.7M · 23 holdings · Q2 2026$214.7M23Q2 2026
Crown Wealth Group, LLC$393.0M · 150 holdings · Q2 2026$393.0M150Q2 2026
Cruiser Capital Advisors, LLC$162.2M · 51 holdings · Q2 2026$162.2M51Q2 2026
Crumly & Associates Inc.$522.3M · 196 holdings · Q2 2026$522.3M196Q2 2026
Crusonia Wealth Advisors LLC$609.2M · 235 holdings · Q2 2026$609.2M235Q2 2026
CRUX WEALTH ADVISORS$288.5M · 192 holdings · Q2 2026$288.5M192Q2 2026
Cryder Capital Partners LLP$1.6B · 10 holdings · Q2 2026$1.6B10Q2 2026
Crystal Cove Asset Management, LLC$91.7M · 20 holdings · Q2 2026$91.7M20Q2 2026
Crystal Rock Capital Management$196.2M · 34 holdings · Q2 2026$196.2M34Q2 2026
Csenge Advisory Group$2.5B · 764 holdings · Q2 2026$2.5B764Q2 2026
CSM Advisors, LLC$4.7B · 406 holdings · Q2 2026$4.7B406Q2 2026
CSP Financial Group, LLC$117.3M · 24 holdings · Q2 2026$117.3M24Q2 2026
CSS LLC/IL$2.6B · 1,001 holdings · Q2 2026$2.6B1,001Q2 2026
CSU Producer Resources, Inc.$30.4M · 22 holdings · Q2 2026$30.4M22Q2 2026
CTC Alternative Strategies, Ltd.$69.3M · 83 holdings · Q2 2026$69.3M83Q2 2026
CTC LLC$316.2B · 128 holdings · Q2 2026$316.2B128Q2 2026
Cubist Systematic Strategies, LLC$21.0B · 2,948 holdings · Q3 2025$21.0B2,948Q3 2025
CULBERTSON A N & CO INC$858.7M · 140 holdings · Q2 2026$858.7M140Q2 2026
Cullen Capital Management, LLC$10.2B · 208 holdings · Q2 2026$10.2B208Q2 2026
CULLEN INVESTMENT GROUP, LTD.$826.5M · 181 holdings · Q2 2026$826.5M181Q2 2026
CULLEN/FROST BANKERS, INC.$10.1B · 1,418 holdings · Q2 2026$10.1B1,418Q2 2026
CULLINAN ASSOCIATES INC$1.3B · 204 holdings · Q2 2026$1.3B204Q2 2026
CULTIVAR CAPITAL, INC.$155.3M · 40 holdings · Q2 2026$155.3M40Q2 2026
CUMBERLAND ADVISORS INC$283.8M · 49 holdings · Q2 2026$283.8M49Q2 2026
Cumberland Partners Ltd$1.5B · 153 holdings · Q2 2026$1.5B153Q2 2026
Cunning Capital Partners, LP$247.8M · 55 holdings · Q2 2026$247.8M55Q2 2026
CURA WEALTH ADVISORS, LLC$234.3M · 140 holdings · Q2 2026$234.3M140Q2 2026
Curat Global, LLC$122.4M · 251 holdings · Q2 2026$122.4M251Q2 2026
Curated Wealth Partners LLC$863.3M · 241 holdings · Q2 2026$863.3M241Q2 2026
Curative Ventures V LLC$14.6M · 1 holdings · Q2 2026$14.6M1Q2 2026
Curbstone Financial Management Corp$587.0M · 215 holdings · Q2 2026$587.0M215Q2 2026
CURIO WEALTH, LLC$322.3M · 78 holdings · Q2 2026$322.3M78Q2 2026
Curran Financial Partners, LLC$671.8M · 140 holdings · Q2 2026$671.8M140Q2 2026
Curry Webb Wealth Management LLC$241.5M · 67 holdings · Q2 2026$241.5M67Q2 2026
Curtis Advisory Group, LLC$514.9M · 117 holdings · Q2 2026$514.9M117Q2 2026
CURTIS WEALTH MANAGEMENT LLC$118.0M · 55 holdings · Q2 2026$118.0M55Q2 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.2B · 73 holdings · Q2 2026$2.2B73Q2 2026
Cushing Capital Partners, LLC$145.2M · 99 holdings · Q2 2026$145.2M99Q2 2026
Custos Family Office, LLC$166.9M · 68 holdings · Q2 2026$166.9M68Q2 2026
Cutler Capital Management, LLC$385.0M · 124 holdings · Q2 2026$385.0M124Q2 2026
CUTLER INVESTMENT COUNSEL LLC$1.1B · 157 holdings · Q2 2026$1.1B157Q2 2026
Cutter & CO Brokerage, Inc.— · 1 holdings · Q2 2026—1Q2 2026
CV Advisors LLC$541.9M · 134 holdings · Q2 2026$541.9M134Q2 2026
CVA Family Office, LLC$1.1B · 1,802 holdings · Q2 2026$1.1B1,802Q2 2026
CVC Management Holdings II Ltd.$466.7M · 4 holdings · Q2 2026$466.7M4Q2 2026
CVentures, Inc.— · 1 holdings · Q2 2026—1Q2 2026
CVFG LLC$952.1M · 250 holdings · Q2 2026$952.1M250Q2 2026
CVS HEALTH Corp$225.2M · 21 holdings · Q2 2026$225.2M21Q2 2026
CWA Asset Management Group, LLC$3.3B · 720 holdings · Q2 2026$3.3B720Q2 2026
CWC Advisors, LLC.$225.2M · 152 holdings · Q2 2026$225.2M152Q2 2026
CWM, LLC$38.1B · 5,671 holdings · Q1 2026$38.1B5,671Q1 2026
CWS Financial Advisors, LLC$450.6M · 171 holdings · Q2 2026$450.6M171Q2 2026
CX Institutional$3.5B · 1,568 holdings · Q2 2026$3.5B1,568Q2 2026
Cygnus Capital Advisors, LLC$147.2M · 74 holdings · Q2 2026$147.2M74Q2 2026
Cyndeo Wealth Partners, LLC$2.1B · 517 holdings · Q2 2026$2.1B517Q2 2026
Cynosure Management, LLC$665.5M · 180 holdings · Q2 2026$665.5M180Q2 2026
CYPRESS ASSET MANAGEMENT INC/TX$513.6M · 107 holdings · Q2 2026$513.6M107Q2 2026
Cypress Capital Group$1.1B · 314 holdings · Q2 2026$1.1B314Q2 2026
Cypress Capital Management LLC (WY)$119.6M · 213 holdings · Q2 2026$119.6M213Q2 2026
Cypress Capital, LLC$369.9M · 113 holdings · Q2 2026$369.9M113Q2 2026
CYPRESS FINANCIAL PLANNING LLC$412.9M · 109 holdings · Q2 2026$412.9M109Q2 2026
CYPRESS FUNDS LLC$314.1M · 14 holdings · Q2 2026$314.1M14Q2 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP$551.7M · 33 holdings · Q2 2026$551.7M33Q2 2026
Cypress Point Wealth Management, LLC$491.6M · 142 holdings · Q2 2026$491.6M142Q2 2026
Cypress Wealth Services, LLC$814.9M · 436 holdings · Q2 2026$814.9M436Q2 2026
Cyr Financial Inc.$192.0M · 62 holdings · Q2 2026$192.0M62Q2 2026
CYRUS CAPITAL PARTNERS, L.P.$156.1M · 4 holdings · Q2 2026$156.1M4Q2 2026
Czech National Bank$18.3B · 503 holdings · Q2 2026$18.3B503Q2 2026