CIK 0001911000
Company
Intelligent Financial Strategies
- Top symbols
- No symbols yet
- Holdings value
- $191.94M
- Location
- Excelsior, MN
- Next action
- Open filer profile
451 Wealthiest 'I' SEC Filers
Filter the SEC filer directory by first letter and compare disclosed holdings activity.
CIK 0002001765
Company
Independence Wealth Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $187.61M
- Location
- Independence, OH
- Next action
- Open filer profile
CIK 0002066359
Company
Integrity Investment Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $184.41M
- Location
- Fort Collins, CO
- Next action
- Open filer profile
CIK 0001873834
Company
Index Venture Growth Associates V Ltd
- Top symbols
- No symbols yet
- Holdings value
- $184.27M
- Location
- St. Helier, Jersey
- Next action
- Open filer profile
CIK 0001909307
Company
Investments & Financial Planning, LLC
- Top symbols
- No symbols yet
- Holdings value
- $183.68M
- Location
- Lexington, KY
- Next action
- Open filer profile
CIK 0001802098
Company
Integer Wealth Advisors Group LLC
- Top symbols
- No symbols yet
- Holdings value
- $183.6M
- Location
- Cartersville, GA
- Next action
- Open filer profile
CIK 0001909322
Company
Insight Inv LLC
- Top symbols
- No symbols yet
- Holdings value
- $182.75M
- Location
- El Segundo, CA
- Next action
- Open filer profile
CIK 0002108411
Company
INTERCAPITAL, LLC
- Top symbols
- No symbols yet
- Holdings value
- $180.67M
- Location
- Austin, TX
- Next action
- Open filer profile
CIK 0001809525
Company
IvyRock Asset Management (HK) Ltd
- Top symbols
- No symbols yet
- Holdings value
- $177.93M
- Location
- Sheung Wan, Hong Kong
- Next action
- Open filer profile
CIK 0001550304
Company
Institutional Venture Management XIV, LLC
- Top symbols
- NRDS, ZIP, OPRT
- Holdings value
- $177.71M
- Location
- Menlo Park, CA
- Next action
- Open filer profile
CIK 0000938506
Company
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
- Top symbols
- No symbols yet
- Holdings value
- $177.12M
- Location
- Walnut Creek, CA
- Next action
- Open filer profile
CIK 0001352306
Company
Integre Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $176.58M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001847343
Company
InTrack Investment Management Inc
- Top symbols
- No symbols yet
- Holdings value
- $175.48M
- Location
- South Burlington, VT
- Next action
- Open filer profile
CIK 0002127147
Company
Innovative Asset Advisors Group, LLC
- Top symbols
- No symbols yet
- Holdings value
- $171.78M
- Location
- Shelton, CT
- Next action
- Open filer profile
CIK 0002052044
Company
Inman Jager Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $171.14M
- Location
- Hattiesburg, MS
- Next action
- Open filer profile
CIK 0001165830
Company
INCOME RESEARCH & MANAGEMENT
- Top symbols
- No symbols yet
- Holdings value
- $168.61M
- Location
- Boston, MA
- Next action
- Open filer profile
CIK 0001630798
Company
Industrial Alliance Investment Management Inc.
- Top symbols
- No symbols yet
- Holdings value
- $167.28M
- Location
- Quebec, Quebec, Canada
- Next action
- Open filer profile
CIK 0001944579
Company
ICA Group Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $166.67M
- Location
- Denver, CO
- Next action
- Open filer profile
CIK 0001951908
Company
INTEGRITY WEALTH ADVISORS, INC.
- Top symbols
- No symbols yet
- Holdings value
- $166.58M
- Location
- Ventura, CA
- Next action
- Open filer profile
CIK 0002022637
Company
International Private Wealth Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $163.47M
- Location
- San Diego, CA
- Next action
- Open filer profile
CIK 0001865141
Company
Index Venture Growth Associates IV Ltd
- Top symbols
- No symbols yet
- Holdings value
- $162.86M
- Location
- St. Helier, Jersey
- Next action
- Open filer profile
CIK 0001976010
Company
INSTRUMENTAL WEALTH, LLC
- Top symbols
- No symbols yet
- Holdings value
- $162.67M
- Location
- Tampa, FL
- Next action
- Open filer profile
CIK 0001850871
Company
Invariant Investment Management
- Top symbols
- No symbols yet
- Holdings value
- $162.44M
- Location
- Camp Hill, PA
- Next action
- Open filer profile
CIK 0001384416
Company
Investment Partners Asset Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $161.96M
- Location
- Metuchen, NJ
- Next action
- Open filer profile
CIK 0001752579
Company
INNEALTA CAPITAL, LLC
- Top symbols
- No symbols yet
- Holdings value
- $160.96M
- Location
- Austin, TX
- Next action
- Open filer profile
CIK 0001696561
Company
IPL Advisers, LLC
- Top symbols
- No symbols yet
- Holdings value
- $157.96M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002032103
Company
IMG Wealth Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $156.87M
- Location
- Jacksonville, FL
- Next action
- Open filer profile
CIK 0001745335
Company
Insight Venture Associates IX, Ltd.
- Top symbols
- ETWO
- Holdings value
- $156.29M
- Location
- Grand Cayman, Cayman Islands
- Next action
- Open filer profile
CIK 0001976780
Company
Invera Wealth Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $155.81M
- Location
- Bend, OR
- Next action
- Open filer profile
CIK 0001953154
Company
Investidor Profissional Gestao de Recursos Ltda.
- Top symbols
- No symbols yet
- Holdings value
- $155.63M
- Location
- Rio De Janeiro, Brazil
- Next action
- Open filer profile
CIK 0001419099
Company
INTERACTIVE FINANCIAL ADVISORS, INC.
- Top symbols
- No symbols yet
- Holdings value
- $152.44M
- Location
- New Lenox, IL
- Next action
- Open filer profile
CIK 0002055384
Company
Integras Partners LLC
- Top symbols
- No symbols yet
- Holdings value
- $152.24M
- Location
- Alpharetta, GA
- Next action
- Open filer profile
CIK 0001608826
Company
INTEGRATED CAPITAL MANAGEMENT, INC.
- Top symbols
- No symbols yet
- Holdings value
- $150.4M
- Location
- Jessup, PA
- Next action
- Open filer profile
CIK 0002022801
Company
Income Insurance Ltd
- Top symbols
- No symbols yet
- Holdings value
- $147.07M
- Location
- Singapore
- Next action
- Open filer profile
CIK 0001531964
Company
IBEX INVESTORS LLC
- Top symbols
- No symbols yet
- Holdings value
- $145.82M
- Location
- Denver, CO
- Next action
- Open filer profile
CIK 0001058811
Company
IMMERSION CORP
- Top symbols
- No symbols yet
- Holdings value
- $144.7M
- Location
- Aventura, FL
- Next action
- Open filer profile
CIK 0002086529
Company
Integrated Financial Solutions, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $144M
- Location
- Reston, VA
- Next action
- Open filer profile
CIK 0001824539
Company
Impact Investors, Inc
- Top symbols
- No symbols yet
- Holdings value
- $143.98M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001964922
Company
Ipsen Advisor Group LLC
- Top symbols
- No symbols yet
- Holdings value
- $142.92M
- Location
- Little Rock, AR
- Next action
- Open filer profile
CIK 0002062596
Company
Innovative Wealth Building LLC
- Top symbols
- No symbols yet
- Holdings value
- $142.16M
- Location
- California, MD
- Next action
- Open filer profile
CIK 0001670053
Company
Investment Counsel Inc.
- Top symbols
- No symbols yet
- Holdings value
- $142.13M
- Location
- Petoskey, MI
- Next action
- Open filer profile
CIK 0002109472
Company
IF Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $141.46M
- Location
- San Antonio, TX
- Next action
- Open filer profile
CIK 0001484190
Company
ISZO CAPITAL LP
- Top symbols
- No symbols yet
- Holdings value
- $133.36M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001597549
Company
Iguana Healthcare Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $133.05M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002052970
Company
Illumine Investment Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $130.09M
- Location
- Poulsbo, WA
- Next action
- Open filer profile
CIK 0001910364
Company
Intrinsic Value Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $129.78M
- Location
- Phoenix, AZ
- Next action
- Open filer profile
CIK 0002065347
Company
Ivory Union Consulting Ltd
- Top symbols
- No symbols yet
- Holdings value
- $127.64M
- Location
- Road Town
- Next action
- Open filer profile
CIK 0001709671
Company
IDG China Venture Capital Fund V Associates L.P.
- Top symbols
- No symbols yet
- Holdings value
- $125.69M
- Location
- Hong Kong, Hong Kong
- Next action
- Open filer profile
CIK 0001451428
Company
INTEGRAL DERIVATIVES, LLC
- Top symbols
- No symbols yet
- Holdings value
- $121.89M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001962105
Company
INTEGRATED WEALTHCARE, LLC
- Top symbols
- No symbols yet
- Holdings value
- $119.52M
- Location
- Durham, NC
- Next action
- Open filer profile
CIK 0001386462
Company
Ionic Capital Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $119.13M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001785453
Company
Index Venture Growth Associates III Ltd
- Top symbols
- No symbols yet
- Holdings value
- $117.97M
- Location
- St. Helier, Channel Islands, Jersey
- Next action
- Open filer profile
CIK 0000789307
Company
INVESTMENT MANAGEMENT CORP /VA/ /ADV
- Top symbols
- No symbols yet
- Holdings value
- $116.43M
- Location
- Roanoke, VA
- Next action
- Open filer profile
CIK 0001596197
Company
INTREPID FAMILY OFFICE LLC
- Top symbols
- No symbols yet
- Holdings value
- $114.97M
- Location
- Sarasota, FL
- Next action
- Open filer profile
CIK 0002099157
Company
Investment Advisory Services Group LLC
- Top symbols
- No symbols yet
- Holdings value
- $114.94M
- Location
- Boca Raton, FL
- Next action
- Open filer profile
CIK 0001649611
Company
IDG China Capital Fund GP III Associates Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $113.18M
- Location
- Central Hong Kong, China
- Next action
- Open filer profile
CIK 0002087139
Company
IFS Group,LLC
- Top symbols
- No symbols yet
- Holdings value
- $112.24M
- Location
- York, PA
- Next action
- Open filer profile
CIK 0002121884
Company
Integrity Wealth Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $111.1M
- Location
- Walnut Creek, CA
- Next action
- Open filer profile
CIK 0001908685
Company
Integrity Advisory, LLC
- Top symbols
- No symbols yet
- Holdings value
- $109.19M
- Location
- Overland Park, KS
- Next action
- Open filer profile
CIK 0002066524
Company
Infinity Wealth Counsel, LLC
- Top symbols
- No symbols yet
- Holdings value
- $108.87M
- Location
- Loveland, OH
- Next action
- Open filer profile
CIK 0001749824
Company
INHERENT GROUP, LP
- Top symbols
- No symbols yet
- Holdings value
- $108.14M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002073833
Company
Investors Portfolio Services LLC
- Top symbols
- No symbols yet
- Holdings value
- $107.84M
- Location
- Puyallup, WA
- Next action
- Open filer profile
CIK 0002119881
Company
Intentional Wealth Strategies, LLC
- Top symbols
- No symbols yet
- Holdings value
- $107.38M
- Location
- Colorado Springs, CO
- Next action
- Open filer profile
CIK 0002037081
Company
IronOak Wealth LLC.
- Top symbols
- No symbols yet
- Holdings value
- $102.9M
- Location
- Cedar Park, TX
- Next action
- Open filer profile
CIK 0002131759
Company
Investment Management Trust, LLC
- Top symbols
- No symbols yet
- Holdings value
- $102.6M
- Location
- Fitchburg, MA
- Next action
- Open filer profile
CIK 0001538037
Company
Independent Order of Foresters
- Top symbols
- No symbols yet
- Holdings value
- $101.87M
- Location
- Toronto
- Next action
- Open filer profile
CIK 0002136099
Company
Independent Wealth Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $101.84M
- Location
- Cary, NC
- Next action
- Open filer profile
CIK 0002090165
Company
INVESTED ADVISORS
- Top symbols
- No symbols yet
- Holdings value
- $99.03M
- Location
- State College, PA
- Next action
- Open filer profile
CIK 0002111609
Company
Ishara Investments LP
- Top symbols
- No symbols yet
- Holdings value
- $99.02M
- Location
- Los Angeles, CA
- Next action
- Open filer profile
CIK 0002050138
Company
INKWELL CAPITAL LLC
- Top symbols
- No symbols yet
- Holdings value
- $98.21M
- Location
- Miami, FL
- Next action
- Open filer profile
CIK 0002095709
Company
IFC & Insurance Marketing, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $95.8M
- Location
- Auburn, CA
- Next action
- Open filer profile
CIK 0001908316
Company
In-Depth Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $94.27M
- Location
- Miami Beach, FL
- Next action
- Open filer profile
CIK 0002134988
Company
Isabella Capital Management LLP
- Top symbols
- No symbols yet
- Holdings value
- $94.01M
- Location
- London
- Next action
- Open filer profile
CIK 0001737917
Company
Investment Insight Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $92.74M
- Location
- North Massapequa, NY
- Next action
- Open filer profile
CIK 0001579671
Company
Index Management Solutions, LLC
- Top symbols
- No symbols yet
- Holdings value
- $92.02M
- Location
- Philadelphia, PA
- Next action
- Open filer profile
CIK 0002095322
Company
Index Technologies Group LLC
- Top symbols
- No symbols yet
- Holdings value
- $91.78M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002049997
Company
Incision Capital Management LP
- Top symbols
- No symbols yet
- Holdings value
- $90.6M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001317103
Company
Independence Trust CO
- Top symbols
- No symbols yet
- Holdings value
- $90.54M
- Location
- Franklin, TN
- Next action
- Open filer profile
CIK 0001802244
Company
Indie Asset Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $87.76M
- Location
- Carmel, IN
- Next action
- Open filer profile
CIK 0002113155
Company
Integrated Wealth Management
- Top symbols
- No symbols yet
- Holdings value
- $87.2M
- Location
- Uniontown, OH
- Next action
- Open filer profile
CIK 0001493921
Company
Institutional Venture Management XIII, LLC
- Top symbols
- HNST
- Holdings value
- $82.65M
- Location
- Menlo Park, CA
- Next action
- Open filer profile
CIK 0001913494
Company
Innovius Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $77.94M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001764008
Company
Isomer Partners LP
- Top symbols
- No symbols yet
- Holdings value
- $74.29M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001018825
Company
IBM Retirement Fund
- Top symbols
- No symbols yet
- Holdings value
- $72.13M
- Location
- Armonk, NY
- Next action
- Open filer profile
CIK 0001665221
Individual
As Incentive
- Top symbols
- No symbols yet
- Holdings value
- $71.29M
- Location
- Oslo
- Next action
- Open filer profile
CIK 0001839851
Company
IVY LANE CAPITAL MANAGEMENT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $66.15M
- Location
- Winter Park, FL
- Next action
- Open filer profile
CIK 0001726823
Company
Invenire Partners, LP
- Top symbols
- No symbols yet
- Holdings value
- $65.34M
- Location
- Ridgefield, CT
- Next action
- Open filer profile
CIK 0001636441
Company
Immersion Capital LLP
- Top symbols
- No symbols yet
- Holdings value
- $62.83M
- Location
- London, United Kingdom
- Next action
- Open filer profile
CIK 0001879976
Company
IDG Technology Venture Investment IV, LLC
- Top symbols
- No symbols yet
- Holdings value
- $58.34M
- Location
- Hong Kong, Hong Kong
- Next action
- Open filer profile
CIK 0001645889
Company
ITS Asset Management, L.P.
- Top symbols
- No symbols yet
- Holdings value
- $54.84M
- Location
- Washington, PA
- Next action
- Open filer profile
CIK 0002046144
Company
Irth Capital Management LP
- Top symbols
- No symbols yet
- Holdings value
- $52.78M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001842683
Company
Infini Master Fund
- Top symbols
- No symbols yet
- Holdings value
- $50.21M
- Location
- Hong Kong, Hong Kong
- Next action
- Open filer profile
CIK 0001500732
Company
IDG-Accel China Capital Associates L.P.
- Top symbols
- No symbols yet
- Holdings value
- $47.51M
- Location
- Central, Hong Kong
- Next action
- Open filer profile
CIK 0001600141
Company
ISF Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $47.39M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001970530
Company
Inflection Point Holdings II LLC
- Top symbols
- No symbols yet
- Holdings value
- $47.31M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001110443
Company
INTEGRATED WEALTH COUNSEL, LLC
- Top symbols
- No symbols yet
- Holdings value
- $46.52M
- Location
- Carmel, CA
- Next action
- Open filer profile
CIK 0001706511
Company
Israel Discount Bank of New York
- Top symbols
- No symbols yet
- Holdings value
- $45.58M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001732846
Company
Independence Wealth Advisors, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $44.6M
- Location
- Mclean, VA
- Next action
- Open filer profile
CIK 0002056576
Company
INVESTMENT COUNSEL CO OF NEVADA
- Top symbols
- No symbols yet
- Holdings value
- $44.45M
- Location
- Las Vegas, NV
- Next action
- Open filer profile
CIK 0001303275
Company
IPC/NYCG LLC
- Top symbols
- No symbols yet
- Holdings value
- $43.32M
- Location
- New York, NY
- Next action
- Open filer profile