Top Institutional Investors

13F filers ranked by AUM, holdings count, and filing recency. Includes hedge funds, asset managers, banks, and pensions.

AUM is the long-equity portion reported on Form 13F-HR (most recent filing). Excludes short positions, cash, and non-13F assets. For informational purposes only — not investment advice. See Terms §17.

Latest 13F Filings
Showing 4 filings ingested in the last 24 hours
Filer Period Filed Holdings AUM Ingested
Tudor Financial Inc. 2026-06-30 2026-08-06 151 $222.36M
Marin Bay Wealth Advisors, LLC 2026-06-30 2026-08-05 134 $379.20M
LANGLEY WEALTH MANAGEMENT, LLC 2026-06-30 2026-08-06 130 $15.18M
General Pension Society PZU Joint Stock Co 2026-06-30 2026-08-10 16 $668.15M
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Results

100

Filers matching your filter

Coverage

9,289 / 9,289

Enriched / total advisors

Top Filer AUM

$6.90T

Largest 13F portfolio in results

Leaderboard
# Filer Location AUM Holdings Top Holdings Q/Q Activity Filed Period
1 VANGUARD GROUP INC
CIK 102909
MALVERN, PA $6.90T 17,686
NVIDIA CORPORATION5.5%
APPLE INC5.0%
MICROSOFT CORP4.5%
+123−138↑1649↓1622 2026-01-29 2025-12-31
2 BlackRock, Inc.
CIK 2012383
SAN FRANCISCO, CA $5.72T 50,651
NVIDIA CORPORATION2.2%
APPLE INC1.9%
NVIDIA CORPORATION1.5%
+332−210↑2107↓2154 2026-05-13 2026-03-31
3 STATE STREET CORP
CIK 93751
LONDON, MA, United Kingdom $2.90T 4,269
NVIDIA CORPORATION6.0%
APPLE INC5.3%
MICROSOFT CORP3.9%
+118−137↑1634↓1742 2026-05-15 2026-03-31
4 FMR LLC
CIK 315066
BOSTON, MA $1.90T 13,282
NVIDIA CORPORATION6.4%
AMAZON COM INC2.7%
APPLE INC2.6%
+287−290↑2484↓1909 2026-05-15 2026-03-31
5 MORGAN STANLEY
CIK 895421
NEW YORK, NY $1.67T 45,419
APPLE INC1.6%
MICROSOFT CORP1.3%
NVIDIA CORPORATION1.2%
+515−476↑3351↓2717 2026-05-27 2025-12-31
6 GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
BOSTON, MA $1.61T 8,577
NVIDIA CORP5.7%
APPLE INC5.1%
MICROSOFT CORP3.8%
+213−169↑1933↓1665 2026-05-15 2026-03-31
7 JPMORGAN CHASE & CO
CIK 19617
NEW YORK, NY $1.56T 33,063
NVIDIA CORPORATION2.9%
APPLE INC2.4%
MICROSOFT CORP1.8%
+6419−255↑33↓67 2026-05-13 2026-03-31
8 BANK OF AMERICA CORP /DE/
CIK 70858
BOSTON, MA $1.37T 17,872
VANGUARD INDEX FDS1.6%
VANGUARD INDEX FDS1.4%
NVIDIA CORPORATION1.1%
+146−1736↑2665↓2050 2026-05-18 2026-03-31
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
BALA CYNWYD, PA $893.33B 14,878
STATE STR SPDR S&P 500 ETF T0.7%
INVESCO QQQ TR0.5%
TESLA INC0.2%
+1626−1059↑2423↓2211 2026-05-15 2026-03-31
10 GOLDMAN SACHS GROUP INC
CIK 886982
NEW YORK, NY $870.94B 13,579
NVIDIA CORPORATION3.0%
APPLE INC2.7%
STATE STR SPDR S&P 500 ETF T2.2%
+620−445↑2481↓1808 2026-05-15 2026-03-31
11 JANE STREET GROUP, LLC
CIK 1595888
NEW YORK, NY $777.22B 19,058
STATE STR SPDR S&P 500 ETF T1.4%
STATE STR SPDR S&P 500 ETF T0.2%
INVESCO QQQ TR0.1%
+1783−1783↑2039↓2022 2026-05-12 2026-03-31
12 NORTHERN TRUST CORP
CIK 73124
CHICAGO, IL $756.58B 19,864
NVIDIA CORPORATION4.0%
APPLE INC3.6%
MICROSOFT CORP2.7%
+131−184↑1776↓1713 2026-05-14 2026-03-31
13 Capital World Investors
CIK 1422849
LOS ANGELES, CA $732.94B 620
BROADCOM INC4.9%
META PLATFORMS INC3.2%
MICROSOFT CORP3.1%
+110−64↑235↓222 2026-05-13 2026-03-31
14 UBS Group AG
CIK 1610520
ZURICH $666.32B 22,771
APPLE INC1.0%
MICROSOFT CORP1.0%
NVIDIA CORPORATION1.0%
+1304−1277↑3843↓3145 2026-05-05 2026-03-31
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
SAN FRANCISCO, CA $654.47B 3,645
NVIDIA CORPORATION4.3%
APPLE INC4.0%
MICROSOFT CORP3.0%
+93−94↑1248↓1484 2026-05-15 2026-03-31
16 Capital Research Global Investors
CIK 1422848
LOS ANGELES, CA $644.56B 459
BROADCOM INC5.6%
MICROSOFT CORP5.5%
NVIDIA CORPORATION5.2%
+67−42↑208↓149 2026-05-13 2026-03-31
17 CITADEL ADVISORS LLC
CIK 1423053
MIAMI, FL $618.47B 15,589
ISHARES TR0.4%
NVIDIA CORPORATION0.3%
NVIDIA CORPORATION0.3%
+1520−1384↑2079↓2170 2026-05-15 2026-03-31
18 ROYAL BANK OF CANADA
CIK 1000275
LONDON, United Kingdom $570.14B 25,608
ROYAL BK CDA1.1%
ISHARES TR0.9%
ROYAL BK CDA0.9%
+511−460↑2365↓2889 2026-05-15 2026-03-31
19 Bank of New York Mellon Corp
CIK 1390777
NEW YORK, NY $543.91B 33,728
NVIDIA CORP2.3%
APPLE INC2.0%
MICROSOFT CORP1.5%
+186−170↑1471↓1683 2026-05-05 2026-03-31
20 WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
BOSTON, MA $535.46B 7,458
NVIDIA CORPORATION3.7%
MICROSOFT CORP3.2%
APPLE INC2.7%
+154−181↑641↓839 2026-05-15 2026-03-31
21 WELLS FARGO & COMPANY/MN
CIK 72971
LONDON, CA, United Kingdom $530.34B 17,971
APPLE INC1.5%
MICROSOFT CORP1.3%
ISHARES TR1.3%
unchanged 2026-07-08 2026-03-31
22 DIMENSIONAL FUND ADVISORS LP
CIK 354204
AUSTIN, TX $481.39B 13,635
NVIDIA CORPORATION2.9%
APPLE INC2.6%
MICROSOFT CORP1.9%
+82−107↑1355↓1174 2026-05-07 2026-03-31
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
CIK 861177
NEW YORK, NY $480.98B 19,242
NVIDIA CORPORATION2.5%
APPLE INC1.8%
MICROSOFT CORP1.6%
+598−76↑1848↓963 2026-05-13 2026-03-31
24 Legal & General Group Plc
CIK 764068
LONDON, United Kingdom $432.39B 8,115
NVIDIA CORPORATION2.4%
APPLE INC2.3%
NVIDIA CORPORATION2.2%
+49−75↑958↓1825 2026-05-08 2026-03-31
25 Capital International Investors
CIK 1562230
LYNNFIELD, MA $426.52B 438
BROADCOM INC6.1%
MICROSOFT CORP4.8%
NVIDIA CORPORATION4.0%
+52−68↑83↓263 2026-05-13 2026-03-31
26 BARCLAYS PLC
CIK 312069
NEW YORK, NY $416.25B 12,241
ISHARES TR9.7%
NVIDIA CORPORATION2.2%
MICROSOFT CORP1.5%
+403−639↑1086↓2658 2026-05-15 2026-03-31
27 FRANKLIN RESOURCES INC
CIK 38777
SAN MATEO, CA $408.30B 14,782
NVIDIA CORPORATION2.1%
MICROSOFT CORP1.6%
APPLE INC1.3%
+238−179↑1354↓1070 2026-05-13 2026-03-31
28 LPL Financial LLC
CIK 1403438
FORT MILL, SC $376.56B 5,964
ISHARES TR2.0%
STATE STR SPDR S&P 500 ETF T1.7%
INVESCO QQQ TR1.6%
+312−198↑2516↓1867 2026-05-06 2026-03-31
29 ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
CHICAGO, IL $373.58B 4,703
ISHARES TR5.8%
VANGUARD INDEX FDS1.7%
BLACKROCK ETF TRUST1.7%
+422−158↑2431↓1079 2026-05-04 2026-03-31
30 Invesco Ltd.
CIK 914208
DOWNERS GROVE, IL $370.67B 101
NVIDIA CORP NVDA8.7%
APPLE INC AAPL7.6%
MICROSOFT CORP MSFT5.6%
+1−1↑25↓64 2026-07-15 2026-03-31
31 Nuveen, LLC
CIK 1871926
CHICAGO, IL $369.27B 7,665
NVIDIA CORPORATION3.8%
APPLE INC3.0%
MICROSOFT CORP2.5%
+74−100↑1289↓1360 2026-04-30 2026-03-31
32 Amundi
CIK 1330387
PARIS $367.10B 5,406
NVIDIA CORPORATION5.8%
TOTALENERGIES SE5.0%
APPLE INC4.6%
+289−91↑983↓576 2026-05-18 2026-03-31
33 RAYMOND JAMES FINANCIAL INC
CIK 720005
ST. PETERSBURG, FL $324.42B 13,521
VANGUARD INDEX FDS4.9%
ISHARES TR2.5%
APPLE INC1.5%
+310−198↑2177↓1710 2026-05-14 2026-03-31
34 ALLIANCEBERNSTEIN L.P.
CIK 1109448
NASHVILLE, TN $308.81B 3,251
NVIDIA CORPORATION5.9%
MICROSOFT CORP5.0%
AMAZON COM INC3.9%
+74−81↑751↓941 2026-05-15 2026-03-31
35 DEUTSCHE BANK AG\
CIK 948046
NEW YORK, NY $302.65B 13,982
NVIDIA CORPORATION2.9%
APPLE INC2.2%
MICROSOFT CORP2.1%
+147−146↑1595↓1371 2026-05-06 2026-03-31
36 MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
BOSTON, MA $297.52B 3,996
NVIDIA CORPORATION3.2%
MICROSOFT CORP2.4%
APPLE INC2.1%
+90−60↑330↓401 2026-05-14 2026-03-31
37 Fisher Asset Management, LLC
CIK 850529
PLANO, TX $294.89B 1,016
NVIDIA CORP COM5.2%
APPLE INC4.9%
ISHARES TR 7 10YR TR BD ETF4.8%
+118−119↑387↓357 2026-05-05 2026-03-31
38 Optiver Holding B.V.
CIK 1859606
AMSTERDAM, Netherlands $289.48B 2,361
TAIWAN SEMICONDUCTOR MANUFAC0.2%
ORACLE CORP0.1%
MICRON TECHNOLOGY INC0.1%
↓1 2026-06-02 2026-03-31
39 IMC-Chicago, LLC
CIK 1452861
CHICAGO, IL $278.36B 6,112
TESLA INC0.2%
SPROTT ASSET MANAGEMENT LP0.1%
STATE STR SPDR S&P 500 ETF T0.1%
+759−319↑216↓298 2026-05-05 2026-03-31
40 BANK OF MONTREAL /CAN/
CIK 927971
TORONTO, Ontario, Canada $268.54B 13,875
BURFORD CAPITAL LIMITED2.5%
NVIDIA CORPORATION2.1%
ROYAL BK CDA1.3%
+276−236↑1115↓1220 2026-05-13 2026-03-31
41 BERKSHIRE HATHAWAY INC
CIK 1067983
OMAHA, NE $263.10B 90
AMERICAN EXPRESS CO17.1%
COCA COLA CO8.2%
APPLE INC7.8%
+3−16↑11↓13 2026-05-15 2026-03-31
42 MILLENNIUM MANAGEMENT LLC
CIK 1273087
NEW YORK, NY $240.29B 5,624
ISHARES TR3.5%
NVIDIA CORPORATION0.8%
SPDR SERIES TRUST0.7%
+468−677↑1550↓1640 2026-05-15 2026-03-31
43 CITIGROUP INC
CIK 831001
NEW YORK, NY $234.54B 11,050
NVIDIA CORPORATION2.6%
MICROSOFT CORP1.8%
APPLE INC1.5%
+446−496↑2367↓1798 2026-05-11 2026-03-31
44 AQR CAPITAL MANAGEMENT LLC
CIK 1167557
GREENWICH, CT $218.37B 20,832
NVIDIA CORPORATION2.4%
MICROSOFT CORP1.6%
APPLE INC1.6%
+288−111↑2153↓873 2026-05-15 2026-03-31
45 CTC LLC
CIK 1445893
CHICAGO, IL $217.17B 112
ISHARES SILVER TR0.1%
ALPHABET INC0.1%
TAIWAN SEMICONDUCTOR MANUFAC0.1%
+10−23↑9↓5 2026-05-21 2026-03-31
46 JANUS HENDERSON GROUP PLC
CIK 1274173
LONDON $209.44B 4,333
NVIDIA CORPORATION5.9%
MICROSOFT CORP3.7%
ALPHABET INC2.9%
+34↑55 2026-05-18 2026-03-31
47 JONES FINANCIAL COMPANIES LLLP
CIK 815917
DES PERES, MO $208.07B 5,771
VANGUARD INDEX TR7.9%
ISHARES CORE US AGGREGATE BOND6.2%
ISHARES CORE S&P 500 ETF5.8%
+574−269↑3032↓783 2026-05-15 2026-03-31
48 BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
PARIS, France $205.81B 17,681
NVIDIA Corp2.7%
Microsoft Corp2.3%
Amazon.com Inc1.5%
+464−322↑1994↓2093 2026-05-12 2026-03-31
49 AMERICAN CENTURY COMPANIES INC
CIK 748054
KANSAS CITY, MO $194.27B 2,830
NVIDIA CORPORATION5.5%
APPLE INC3.3%
MICROSOFT CORP3.1%
+140−121↑1350↓962 2026-05-15 2026-03-31
50 HSBC HOLDINGS PLC
CIK 873630
LONDON $191.56B 8,884
NVIDIA CORPORATION3.7%
APPLE INC3.1%
MICROSOFT CORP2.6%
+320−250↑877↓936 2026-04-30 2026-03-31
51 PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
DES MOINES, IA $187.24B 4,452
NVIDIA CORPORATION3.6%
MICROSOFT CORP2.8%
APPLE INC2.8%
+134−137↑862↓785 2026-05-04 2026-03-31
52 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
BOSTON, MA $184.75B 1,810
MICROSOFT CORP4.9%
AMAZON COM INC3.7%
BROADCOM INC3.1%
+331−329↑684↓649 2026-05-14 2026-03-31
53 DODGE & COX
CIK 200217
SAN FRANCISCO, CA $181.98B 222
Johnson Controls International PLC4.1%
The Charles Schwab Corp.3.9%
RTX Corp.3.8%
+7−7↑82↓96 2026-05-14 2026-03-31
54 Sumitomo Mitsui Trust Group, Inc.
CIK 1475365
MINATO-KU, TOKYO, Japan $175.06B 1,080
NVIDIA CORP6.7%
APPLE INC5.5%
MICROSOFT CORP3.7%
+86−53↑504↓280 2026-07-30 2026-06-30
55 Swiss National Bank
CIK 1582202
ZURICH, Switzerland $173.79B 2,301
NVIDIA CORPORATION7.2%
APPLE INC6.3%
MICROSOFT CORP4.4%
+52−62↑937↓853 2026-05-07 2026-03-31
56 PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
PITTSBURGH, PA $173.21B 17,145
ELI LILLY & CO26.6%
ISHARES TR5.0%
APPLE INC1.8%
+243−236↑2160↓1749 2026-05-08 2026-03-31
57 D. E. Shaw & Co., Inc.
CIK 1009207
NEW YORK, NY $166.31B 5,804
NVIDIA CORPORATION1.0%
BOSTON SCIENTIFIC CORP0.8%
BROADCOM INC0.7%
+467−435↑1074↓1366 2026-05-15 2026-03-31
58 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 919079
SACRAMENTO, CA $162.49B 1,064
VANGUARD INDEX FDS12.4%
NVIDIA CORPORATION7.3%
APPLE INC5.9%
+26−48↑323↓526 2026-05-06 2026-03-31
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
MILWAUKEE, WI $162.43B 4,113
ISHARES TR13.9%
VANGUARD BD INDEX FDS6.1%
ISHARES TR5.4%
+568−462↑1661↓1187 2026-05-07 2026-03-31
60 VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
SAN ANTONIO, TX $156.12B 2,565
NVIDIA CORPORATION3.7%
APPLE INC3.0%
MICROSOFT CORP2.5%
+96−107↑947↓1033 2026-05-15 2026-03-31
61 CANADA PENSION PLAN INVESTMENT BOARD
CIK 1283718
TORONTO ONTARIO, Ontario, Canada $155.03B 1,680
NVIDIA CORPORATION5.5%
APPLE INC4.2%
MICROSOFT CORP3.6%
+95−386↑727↓672 2026-05-15 2026-03-31
62 SIMPLEX TRADING, LLC
CIK 1488542
CHICAGO, IL $149.08B 10,161
NVIDIA CORPORATION0.2%
AMAZON COM INC0.1%
STATE STR SPDR S&P 500 ETF T0.1%
+1128−964↑609↓833 2026-05-14 2026-03-31
63 Mitsubishi UFJ Asset Management Co., Ltd.
CIK 1466546
TOKYO $148.96B 1,618
NVIDIA CORPORATION6.6%
APPLE INC5.8%
MICROSOFT CORP4.8%
+21−29↑668↓628 2026-05-12 2026-03-31
64 Creative Planning
CIK 1540235
OVERLAND PARK, KS $147.42B 4,753
ISHARES TR10.5%
VANGUARD BD INDEX FDS6.0%
VANGUARD TAX-MANAGED FDS5.2%
+331−129↑2178↓950 2026-05-12 2026-03-31
65 JENNISON ASSOCIATES LLC
CIK 53417
NEW YORK, NY $145.41B 780
NVIDIA CORPORATION8.6%
AMAZON COM INC5.8%
APPLE INC5.7%
+81−93↑209↓227 2026-05-06 2026-03-31
66 FIRST TRUST ADVISORS LP
CIK 1125816
WHEATON, IL $139.95B 2,882
NVIDIA CORPORATION1.3%
CISCO SYS INC1.2%
BROADCOM INC1.1%
+119−141↑1210↓917 2026-05-13 2026-03-31
67 WOLVERINE TRADING, LLC
CIK 927337
CHICAGO, IL $138.73B 5,565
SPDR S&P 500 ETF TR0.4%
NVIDIA CORPORATION0.1%
ISHARES TR0.1%
+666−292↑547↓297 2025-11-14 2025-09-30
68 National Pension Service
CIK 1608046
JEONJU-SI, JEOLLABUK-DO $131.68B 562
NVIDIA CORPORATION6.8%
APPLE INC6.0%
MICROSOFT CORP4.2%
+20−19↑237↓213 2026-05-12 2026-03-31
69 Neuberger Berman Group LLC
CIK 1465109
NEW YORK, NY $131.41B 3,889
NVIDIA CORP3.8%
MICROSOFT CORP3.1%
APPLE INC3.0%
+169−117↑876↓791 2026-05-14 2026-03-31
70 FIL Ltd
CIK 318989
PEMBROKE, Bermuda $128.75B 1,826
ROYAL BK CDA2.7%
MICROSOFT CORP2.7%
ALPHABET INC2.1%
+177−90↑342↓476 2026-05-15 2026-03-31
71 PRIMECAP MANAGEMENT CO/CA/
CIK 763212
PASADENA, CA $127.01B 320
ELI LILLY & CO6.7%
MICRON TECHNOLOGY INC5.8%
ALPHABET INC3.4%
+9−8↑101↓143 2026-05-11 2026-03-31
72 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
BLOOMINGTON, IL $126.86B 197
CATERPILLAR INC5.8%
ELI LILLY & CO5.4%
JOHNSON & JOHNSON4.2%
+2−4↑51↓39 2026-05-13 2026-03-31
73 TWO SIGMA INVESTMENTS, LP
CIK 1179392
NEW YORK, NY $123.93B 4,546
NVIDIA CORPORATION1.6%
APPLE INC1.2%
AMAZON COM INC1.1%
+674−462↑1713↓1021 2026-05-15 2026-03-31
74 TD ASSET MANAGEMENT INC
CIK 1056053
MEMPHIS, TN $123.25B 1,702
NVIDIA CORPORATION3.7%
ROYAL BK CDA3.1%
APPLE INC2.8%
+87−89↑451↓503 2026-05-11 2026-03-31
75 SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 1086619
LONDON, United Kingdom $121.96B 3,326
NVIDIA CORPORATION4.5%
ALPHABET INC3.8%
APPLE INC3.7%
+135−99↑405↓493 2026-05-14 2026-03-31
76 RHUMBLINE ADVISERS
CIK 1115418
BOSTON, MA $116.90B 4,151
NVIDIA CORP COM6.3%
APPLE INC COM STK5.6%
MICROSOFT CORP COM4.1%
+84−120↑1460↓1757 2026-05-12 2026-03-31
77 MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 928047
CANADA, Ontario, Canada $116.28B 2,805
MICROSOFT CORP3.6%
NVIDIA CORPORATION2.9%
AMAZON COM INC2.8%
+102−147↑880↓1347 2026-05-15 2026-03-31
78 Swedbank AB
CIK 946431
STOCKHOLM, Sweden $115.99B 1,123
NVIDIA CORPORATION7.5%
APPLE INC5.0%
MICROSOFT CORP4.7%
+44−32↑399↓181 2026-07-15 2026-06-30
79 Clearbridge Investments, LLC
CIK 1348883
NEW YORK, NY $114.89B 794
NVIDIA Corp4.9%
Microsoft Corp3.0%
Apple Inc2.9%
+49−56↑248↓309 2026-05-13 2026-03-31
80 NATIONAL BANK OF CANADA /FI/
CIK 926171
MONTREAL, Quebec, Canada $111.52B 5,484
NVIDIA CORPORATION4.2%
APPLE INC2.5%
MICROSOFT CORP2.2%
+318−261↑855↓1018 2026-05-15 2026-03-31
81 STIFEL FINANCIAL CORP
CIK 720672
NEW YORK, NY $108.79B 8,981
APPLE INC1.5%
NVIDIA CORPORATION1.4%
MICROSOFT CORP1.4%
+215−156↑1382↓1241 2026-05-12 2026-03-31
82 1832 Asset Management L.P.
CIK 944388
TORONTO $108.78B 647
TORONTO DOMINION BK ONT2.6%
ROYAL BK CDA2.5%
MICROSOFT CORP2.2%
+70−116↑203↓254 2026-05-14 2026-03-31
83 SEI INVESTMENTS CO
CIK 350894
OAKS, PA $108.45B 6,108
NVIDIA CORPORATION2.6%
APPLE INC2.0%
MICROSOFT CORP1.8%
+254−144↑1814↓824 2026-05-13 2026-03-31
84 NORDEA INVESTMENT MANAGEMENT AB
CIK 1218210
STOCKHOLM, Sweden $107.20B 1,994
NVIDIA CORPORATION3.5%
APPLE INC3.1%
MICROSOFT CORP2.5%
+44−39↑270↓425 2026-05-13 2026-03-31
85 Pictet Asset Management Holding SA
CIK 1993888
GENEVA, Switzerland $104.66B 2,143
NVIDIA CORPORATION4.1%
ALPHABET INC2.8%
BROADCOM INC2.7%
+122−83↑1112↓594 2026-07-30 2026-06-30
86 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
CIK 1694217
FRANKFURT AM MAIN, Germany $102.02B 2,140
MICROSOFT CORP5.3%
APPLE INC4.8%
NVIDIA CORPORATION4.0%
+79−114↑436↓296 2026-05-04 2024-09-30
87 MARSHALL WACE, LLP
CIK 1318757
LONDON, United Kingdom $100.41B 6,623
ISHARES-S&P 5008.4%
ISHARES-S&P 5007.7%
SPDR PORTFOLIO L2.8%
+754−590↑958↓875 2026-05-15 2026-03-31
88 BAILLIE GIFFORD & CO
CIK 1088875
NEW YORK, NY $97.89B 906
MercadoLibre3.8%
NVIDIA3.7%
Spotify Technology SA2.9%
+16−11↑53↓172 2026-05-08 2026-03-31
89 VOYA INVESTMENT MANAGEMENT LLC
CIK 1068837
NEW YORK, NY $96.10B 3,717
NVIDIA CORPORATION4.0%
APPLE INC2.6%
BROADCOM INC2.1%
+85−145↑828↓1079 2026-05-12 2026-03-31
90 Boston Partners
CIK 1386060
BOSTON, MA $95.47B 1,772
JPMORGAN CHASE & CO1.4%
US FOODS HLDG CORP1.2%
CENCORA INC1.1%
+106−92↑279↓266 2026-05-11 2026-03-31
91 Allianz Asset Management GmbH
CIK 1535323
MUNICH, Germany $95.38B 3,758
VENTURE GLOBAL INC4.2%
NVIDIA CORPORATION3.8%
APPLE INC3.0%
+128−126↑613↓576 2026-05-11 2026-03-31
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
WEST SACRAMENTO, CA $94.49B 2,925
NVIDIA CORP6.8%
APPLE INC6.0%
MICROSOFT CORP4.2%
+20−149↑1342↓1150 2026-05-18 2026-03-31
93 HighTower Advisors, LLC
CIK 1462245
CHICAGO, IL $94.22B 3,796
APPLE INC3.2%
JOHNSON & JOHNSON2.7%
ISHARES TR2.2%
+350−198↑1474↓1164 2026-05-05 2026-03-31
94 Cetera Investment Advisers
CIK 1666741
SCHAUMBURG, IL $94.00B 4,790
ISHARES TR3.0%
APPLE INC1.9%
NVIDIA CORPORATION1.8%
+273−194↑1970↓1448 2026-05-13 2026-03-31
95 Russell Investments Group, Ltd.
CIK 1692234
SEATTLE, WA $93.07B 24,600
NVIDIA CORPORATION2.1%
APPLE INC1.7%
MICROSOFT CORPORATION1.2%
+213−155↑1815↓1634 2026-05-08 2026-03-31
96 Qube Research & Technologies Ltd
CIK 1729829
LONDON, United Kingdom $89.93B 3,481
APPLE INC1.6%
MICROSOFT CORP1.0%
MICRON TECHNOLOGY INC0.8%
+614−740↑1044↓884 2026-05-15 2026-03-31
97 Focus Partners Wealth
CIK 1542153
ST. LOUIS, MO $89.91B 2,644
APPLE INC2.8%
NVIDIA CORPORATION2.4%
MICROSOFT CORP2.2%
+234−235↑994↓808 2026-05-15 2026-03-31
98 Belvedere Trading LLC
CIK 1632341
CHICAGO, IL $87.61B 1,038
NVIDIA CORPORATION0.5%
MICRON TECHNOLOGY INC0.2%
SANDISK CORP0.1%
+215−116↑59↓50 2026-07-31 2026-06-30
99 BNP Paribas Asset Management Holding S.A.
CIK 1520354
NEW YORK, NY $86.14B 4,052
NVIDIA CORPORATION3.3%
APPLE INC2.6%
MICROSOFT CORP2.2%
+111−118↑2147 2026-05-14 2026-03-31
100 Mariner, LLC
CIK 1373442
NEW YORK, NY $85.65B 5,619
NVIDIA CORPORATION5.0%
APPLE INC4.9%
ISHARES TR3.6%
+396−375↑1504↓1100 2026-05-13 2026-03-31

About 13F Filings

What is Form 13F?

Form 13F-HR is a quarterly disclosure that institutional investment managers with over $100 million in qualifying assets must file with the SEC within 45 days of quarter end. It lists the manager's long positions in U.S. exchange-listed equities and certain options.

Caveats

  • Long-only snapshot: 13F does not report short positions, cash, foreign holdings, fixed income, derivatives sized in notional, or private investments.
  • 45-day lag: Holdings are reported up to 45 days after quarter end, so positions may have changed materially.
  • "Hedge fund" is fuzzy: 13F filers include hedge funds, mutual funds, banks, insurance companies, and pensions. The form itself does not classify the type.
  • AUM here = long-equity 13F book. Total firm AUM may be much larger.
Institutional Filer Directory
2501–2750 of 8225

Every 13F filer with a filing in the last four quarters and 10–5,000 reported positions, largest first by 13F long-equity book.

Institution State 13F AUM Positions Latest Filing
EAGLE ROCK INVESTMENT COMPANY, LLC GA $808.29M 156 2026-07-09
Mechanics Bank Trust Department $808.20M 380 2026-07-07
Dorsey Wright & Associates $806.96M 158 2026-05-06
ARQ WEALTH ADVISORS, LLC AZ $806.61M 209 2026-07-24
McGowan Group Asset Management, Inc. TX $806.04M 126 2026-01-29
BRIGADE CAPITAL MANAGEMENT, LP NY $805.83M 23 2026-05-15
OARSMAN CAPITAL, INC. WI $805.53M 239 2026-04-28
Glendon Capital Management LP CA $805.20M 25 2026-05-11
CVFG LLC IN $804.35M 239 2026-04-29
Ally Financial Inc. $803.75M 125 2026-05-12
One Wealth Advisors, LLC CA $803.05M 304 2026-04-21
Klaas Financial Asset Advisors, LLC IL $802.69M 59 2026-07-15
Ulysses Management LLC NY $802.20M 35 2026-05-15
ACK Asset Management LLC CT $801.14M 20 2026-05-15
INFINITUM ASSET MANAGEMENT, LLC FL $800.74M 22 2026-05-15
Naviter Wealth, LLC AR $800.61M 271 2026-04-10
LIBERTY WEALTH MANAGEMENT LLC FL $800.42M 268 2026-05-12
Cynosure Group, LLC UT $800.29M 292 2026-05-14
Live Oak Private Wealth LLC NC $799.77M 211 2026-07-20
Hound Partners, LLC NY $799.42M 35 2026-05-15
Geometric Wealth Advisors $798.64M 85 2026-05-13
TrueMark Investments, LLC IL $798.23M 187 2026-07-22
CenterStar Asset Management, LLC IL $797.49M 464 2026-05-01
Rovida Investment Management Ltd $797.35M 17 2026-05-19
XY Planning Network, Inc. $797.11M 340 2026-07-15
Allied Investment Advisors, LLC MT $796.51M 110 2026-07-20
Atika Capital Management LLC NY $796.37M 180 2026-05-14
Emerald Advisors, LLC PA $795.79M 130 2026-07-20
Harbor Advisors LLC IL $795.10M 194 2026-07-28
Legacy Financial Group LLC PA $795.08M 121 2026-05-04
Cornerstone Planning Group LLC NJ $794.11M 1867 2026-07-29
Seilern Investment Management Ltd $793.82M 24 2026-07-08
Soundwatch Capital LLC TX $793.23M 47 2026-05-05
BUFFALO BUSINESS & ESTATE SERVICES LTD NY $792.87M 105 2026-07-23
Vision Capital Management, Inc. OR $791.87M 167 2026-04-24
Aperture Investors, LLC NY $791.34M 88 2026-05-15
Murchinson Ltd. $791.10M 95 2026-05-15
Financial Solutions Advisory Group, Inc. IL $790.88M 177 2026-07-13
KPP Advisory Services LLC KY $790.73M 362 2026-07-24
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC FL $790.59M 140 2026-07-31
Alpha Wave Global, LP FL $790.52M 20 2026-05-14
Enclave Advisors LLC TX $790.39M 133 2026-07-14
FIRST HAWAIIAN BANK $789.53M 143 2026-07-13
Avenir Tech Ltd $789.52M 23 2026-05-15
Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec $789.35M 85 2026-05-13
Strategic Wealth Investment Group, LLC IL $788.06M 94 2026-05-11
SCHWERIN BOYLE CAPITAL MANAGEMENT INC MA $787.98M 47 2026-05-14
Arlington Financial Advisors, LLC AL $787.47M 107 2026-07-22
Thrive Wealth Management, LLC PA $787.14M 260 2026-07-07
Greenland Capital Management LP NY $786.62M 278 2026-05-15
NEW ENGLAND ASSET MANAGEMENT INC CT $786.21M 104 2026-05-15
JT Stratford LLC GA $785.56M 297 2026-05-15
Gratus Wealth Advisors, LLC VA $785.54M 138 2026-07-20
LAKE STREET PRIVATE WEALTH, LLC IL $785.43M 270 2026-04-13
Almanack Investment Partners, LLC. PA $784.74M 321 2026-07-30
GFS Advisors, LLC TX $784.68M 160 2026-05-11
TT International Asset Management LTD $783.35M 49 2026-07-07
Lee Financial Co TX $783.12M 236 2026-07-22
CHATHAM CAPITAL GROUP, INC. NJ $783.04M 200 2026-07-13
Nellore Capital Management LLC $782.64M 11 2026-05-15
Longbow Finance SA $782.14M 59 2026-07-29
Summit Financial Wealth Advisors, LLC CO $781.98M 225 2026-07-15
McMillan Office, Inc. MI $781.64M 500 2026-04-23
LAFFER TENGLER INVESTMENTS, INC. TN $781.55M 179 2026-07-21
Titan Investment Solutions Ltd $781.46M 68 2026-05-12
Quantum Capital Management, LLC / NJ $781.45M 34 2026-05-13
RH Tailwind Management, LLC PA $781.18M 57 2026-05-15
Hudock, Inc. PA $781.11M 217 2026-07-31
Asio Capital, LLC KY $780.92M 109 2026-07-17
Biondo Investment Advisors, LLC PA $779.85M 82 2026-05-14
Lifeworks Advisors, LLC MI $779.39M 297 2026-05-04
Coho Partners, Ltd. PA $779.14M 32 2025-10-14
Marquette Asset Management, LLC IL $778.62M 831 2026-07-09
AXQ CAPITAL, LP NJ $777.05M 973 2026-05-13
SilverOak Wealth Management LLC MN $776.50M 126 2026-07-29
AFFINITY WEALTH MANAGEMENT LLC DE $776.42M 113 2026-07-22
Permanens Capital L.P. SC $776.25M 88 2026-05-15
TWIN CAPITAL MANAGEMENT INC PA $775.70M 271 2026-05-05
BRANT POINT INVESTMENT MANAGEMENT LLC NY $775.69M 157 2026-05-14
PLANNING ALTERNATIVES LTD /ADV MI $774.75M 111 2026-05-07
HOEY INVESTMENTS, INC PA $774.34M 458 2026-07-27
SYLEBRA CAPITAL LLC CA $773.70M 11 2026-05-18
Curated Wealth Partners LLC CA $773.64M 1673 2026-07-13
EFG Asset Management (North America) Corp. OR $773.40M 168 2025-11-03
CANYON CAPITAL ADVISORS LLC TX $772.04M 19 2026-05-15
S-Bank Fund Management Ltd $771.37M 176 2026-02-03
Human Investing LLC OR $771.11M 137 2026-07-21
Wahed Invest LLC NY $770.35M 225 2026-05-13
ARKANSAS FINANCIAL GROUP, INC. AR $767.60M 97 2026-07-20
CAMDEN NATIONAL BANK $767.48M 283 2026-07-31
Strategic Point Investment Advisors, LLC RI $767.47M 36 2026-07-08
Nexus Investment Management ULC $766.89M 72 2026-07-20
Independent Solutions Wealth Management, LLC NY $766.31M 194 2026-07-29
Crews Bank & Trust $765.99M 662 2026-07-16
FIDUCIENT ADVISORS LLC IL $764.99M 139 2026-05-11
Camrose Capital Investment Partners LLP $764.20M 10 2026-05-14
ADAMS NATURAL RESOURCES FUND, INC. $762.93M 51 2026-07-22
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC MN $762.91M 214 2026-05-04
Think Investments LP CA $762.45M 31 2026-05-15
SENTINEL PENSION ADVISORS, LLC MA $762.25M 147 2026-07-23
Gibbs Wealth Management GA $761.99M 433 2026-05-13
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CA $761.82M 246 2026-07-24
Boxer Capital Management, LLC CA $761.65M 54 2026-05-15
Westside Investment Management, Inc. CA $761.34M 1902 2026-07-27
Cannon Financial Strategists, Inc. GA $760.79M 109 2026-05-12
Horst & Graben Wealth Management LLC OR $760.25M 205 2026-07-22
FOURPATH CAPITAL MANAGEMENT, LLC OK $759.58M 229 2026-07-22
Sargent Investment Group, LLC MD $759.17M 271 2026-05-11
RIVERSEDGE ADVISORS, LLC DE $759.10M 316 2026-07-16
NORTHWEST WEALTH MANAGEMENT, LLC IA $758.11M 265 2026-07-13
Opaleye Management Inc. MA $757.89M 54 2026-04-13
SAWGRASS ASSET MANAGEMENT LLC FL $757.27M 193 2026-07-29
Tennessee Valley Asset Management Partners TN $757.07M 191 2026-04-27
MATAURO, LLC NY $756.40M 158 2026-07-21
Meridian Wealth Advisors, LLC KY $756.37M 202 2026-05-11
O'Brien Wealth Partners LLC MA $756.23M 110 2026-01-22
Symphony Financial, Ltd. Co. CA $755.03M 315 2026-05-01
Hughes Financial Services, LLC VA $754.51M 1839 2026-07-20
JOHN G ULLMAN & ASSOCIATES INC $754.29M 174 2026-05-06
HMI Capital Management, L.P. CA $754.26M 11 2026-05-15
Financial Advisory Corp $754.17M 58 2026-07-09
ACORN FINANCIAL ADVISORY SERVICES INC /ADV VA $753.48M 223 2026-07-20
Blue Edge Capital, LLC VA $752.93M 134 2026-06-02
GCQ FUNDS MANAGEMENT PTY Ltd $752.89M 11 2026-05-12
Talon Private Wealth, LLC $752.84M 315 2026-05-18
Peterson Wealth Advisors, LLC UT $751.87M 108 2026-04-09
Northwest Financial Advisors OR $751.86M 89 2026-07-27
PERRYMAN FINANCIAL ADVISORY INC /AD TX $751.30M 191 2026-07-24
Manchester Global Management (UK) Ltd $749.12M 23 2026-05-15
BDF-GESTION $746.77M 143 2026-07-07
Conversant Capital LLC NJ $745.10M 16 2026-05-15
Heritage Investment Group, Inc. FL $744.43M 135 2026-07-29
Commonwealth Financial Services, LLC WV $744.20M 317 2026-07-15
Hendershot Investments Inc. $743.95M 129 2026-04-27
Well Done, LLC MI $743.36M 202 2026-07-24
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P $742.26M 153 2026-05-15
CPC Advisors, LLC GA $741.60M 159 2026-07-24
Lebenthal Global Advisors, LLC NY $741.45M 313 2026-07-30
TORRAY INVESTMENT PARTNERS LLC MD $741.29M 91 2026-07-30
Triasima Portfolio Management inc. $740.35M 127 2026-07-21
Barton Investment Management PA $738.19M 60 2026-07-20
LS Investment Advisors, LLC MI $737.85M 127 2026-07-21
Qtron Investments LLC MA $737.61M 421 2026-05-15
HERALD INVESTMENT MANAGEMENT Ltd $737.30M 92 2026-07-23
James J. Burns & Company, LLC NY $737.04M 155 2026-04-17
Glassman Wealth Services VA $735.54M 187 2026-05-04
Cohen Capital Management, Inc. IL $735.48M 152 2026-07-08
TFO Wealth Partners, LLC OH $735.39M 72 2026-05-08
Virtus Wealth Solutions LLC $734.97M 53 2026-07-24
SMITHBRIDGE ASSET MANAGEMENT INC/DE PA $734.03M 188 2026-07-20
AIGH Capital Management LLC $733.22M 85 2026-04-30
HUDSON EDGE INVESTMENT PARTNERS INC. NJ $731.97M 123 2026-07-29
Intellus Advisors LLC FL $731.81M 125 2026-05-07
GFI Investment Counsel Ltd. $731.47M 24 2026-05-14
Morton Capital Management LLC/CA CA $731.28M 160 2026-07-23
Gilman Hill Asset Management, LLC CT $731.00M 236 2026-07-09
Ignite Planners, LLC CA $728.98M 426 2026-07-23
Meridian Wealth Partners, LLC KY $728.56M 118 2026-05-14
SKBA CAPITAL MANAGEMENT LLC CA $728.44M 79 2026-05-13
Sloy Dahl & Holst, LLC WA $728.42M 112 2026-05-14
Vanderbilt University $728.28M 74 2026-07-22
PROFFITT & GOODSON INC TN $728.11M 298 2026-07-22
IFG Advisors, LLC GA $725.41M 165 2026-07-22
TORNO CAPITAL, LLC $725.00M 45 2026-05-15
FIFTHDELTA Ltd $724.81M 11 2026-05-15
Biltmore Family Office, LLC NC $724.38M 331 2026-02-04
Financial Advisors Network, Inc. CA $724.25M 204 2026-05-15
FengHe Fund Management Pte. Ltd. $723.60M 31 2026-05-15
Vivaldi Capital Management LP IL $723.50M 290 2026-05-14
Pasadena Private Wealth, LLC CA $723.25M 309 2026-04-22
ZEVIN ASSET MANAGEMENT LLC MA $723.00M 93 2026-05-07
Stablepoint Partners, LLC MA $722.70M 260 2026-07-09
Zweig-DiMenna Associates LLC NY $722.23M 61 2026-05-05
FCPM III SERVICES B.V. $722.21M 14 2026-05-15
Banque Cantonale Vaudoise $721.74M 904 2026-07-31
White Lighthouse Investment Management Inc. $720.80M 145 2026-05-15
Security Financial Services, INC. IN $720.76M 203 2026-07-15
Phocas Financial Corp. CA $720.71M 153 2026-07-31
FAGAN ASSOCIATES, INC. NY $719.24M 135 2026-05-04
Ellevest, Inc. NY $719.11M 431 2026-05-11
JACKSON SQUARE CAPITAL, LLC CA $718.99M 138 2026-07-21
Summit Asset Management, LLC MA $718.83M 172 2026-05-08
KADENSA CAPITAL Ltd $718.46M 39 2026-05-15
TOBIAS FINANCIAL ADVISORS, INC. FL $718.29M 143 2026-05-13
Elgethun Capital Management SD $717.83M 174 2026-07-29
Austin Asset Management Co Inc TX $717.52M 94 2026-07-31
NUANCE INVESTMENTS, LLC MO $717.10M 43 2026-05-08
Canvas Wealth Advisors, LLC KS $716.87M 251 2026-07-10
CAMBIENT FAMILY OFFICE, LLC MI $716.38M 261 2026-04-21
Anatole Investment Management Ltd $716.28M 15 2026-05-15
Legacy Financial Advisors, Inc. PA $715.12M 404 2026-04-30
Compass Financial Group, INC/SD CT $714.78M 105 2026-04-29
EagleClaw Capital Managment, LLC $714.13M 145 2026-05-08
LJI Wealth Management, LLC IN $713.93M 201 2026-07-31
Glen Eagle Advisors, LLC NJ $713.88M 1023 2026-05-15
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. $713.73M 16 2026-05-15
Secure Asset Management, LLC MI $713.71M 333 2026-07-15
Optas, LLC TX $713.71M 1058 2026-07-21
Insight Wealth Partners, LLC TX $712.99M 120 2026-05-14
DIMENSION CAPITAL MANAGEMENT LLC FL $712.97M 123 2026-05-15
Tri Locum Partners LP NY $712.55M 17 2026-05-18
Defilade Capital Management, L.P. CA $712.18M 31 2026-06-12
Alvarez & Marsal Private Wealth Partners, LLC $712.16M 177 2026-05-14
Radnor Capital Management, LLC PA $712.03M 312 2026-07-16
PERSONAL CFO SOLUTIONS, LLC NJ $711.93M 520 2026-04-30
First National Advisers, LLC NE $711.83M 273 2026-07-21
SageGuard Financial Group, LLC TN $711.72M 211 2026-07-27
DEAN INVESTMENT ASSOCIATES, LLC KS $710.44M 190 2026-05-15
Trust Co of the South $710.18M 150 2026-07-01
Hamilton Point Investment Advisors, LLC NC $710.15M 193 2026-07-28
LaSalle St. Investment Advisors, LLC IL $709.96M 411 2026-05-08
Northstar Group, Inc. MN $707.41M 166 2026-04-28
Summit Street Capital Management, LLC NY $707.33M 31 2026-05-15
ION Fund Management Ltd $706.67M 68 2026-05-15
CENTRAL BANK & TRUST CO MO $705.25M 214 2026-07-17
TRB Wealth Management, LLC TX $703.60M 333 2026-05-14
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC PA $702.98M 120 2026-07-20
Global Wealth Management Investment Advisory, Inc. CA $702.74M 160 2026-07-29
Shellback Capital, LP MA $702.63M 79 2026-05-15
Mountain Capital Investment Advisors Inc. TX $702.19M 95 2026-07-14
CFO4Life Group, LLC TX $701.54M 242 2026-02-06
Atlas Wealth LLC OH $701.44M 178 2026-07-28
Faithward Advisors, LLC PA $700.89M 326 2026-04-17
RAINEY & RANDALL WEALTH ADVISORS INC. FL $699.76M 77 2026-07-24
ACADEMY CAPITAL MANAGEMENT NY $699.42M 38 2026-05-14
Probity Advisors, Inc. TX $699.21M 232 2026-07-31
IFC Advisors LLC CA $698.94M 158 2026-05-04
SILVERBACK ASSET MANAGEMENT LLC NC $698.85M 63 2026-05-21
Tensile Capital Management LP CA $698.49M 25 2026-05-15
WILKINS INVESTMENT COUNSEL INC MA $698.18M 119 2026-05-07
Princeton Global Asset Management LLC NJ $697.85M 831 2026-07-16
Kelman-Lazarov, Inc. TN $697.58M 140 2026-04-27
Sio Capital Management, LLC NY $697.31M 76 2026-05-14
Mraz, Amerine & Associates, Inc. CA $697.12M 199 2026-07-16
Crane Advisory, LLC CA $696.59M 55 2026-07-20
JLB & ASSOCIATES INC MI $696.45M 70 2026-05-04
Brickley Wealth Management CA $696.37M 68 2026-07-14
AUXIER ASSET MANAGEMENT LLC OR $696.36M 176 2026-05-14
CALTON & ASSOCIATES, INC. FL $695.93M 438 2026-05-13
Affiance Financial, LLC MN $695.44M 111 2026-07-09
Cornerstone Management, Inc. VA $695.06M 67 2026-07-16
Manchester Capital Management LLC VT $694.28M 1309 2026-05-11
Ironwood Investment Counsel, LLC AZ $694.15M 264 2026-05-07
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV NC $693.88M 172 2026-07-29
CONTINENTAL GENERAL INSURANCE CO $693.37M 11 2026-05-14
NINE MASTS CAPITAL Ltd NY $692.60M 249 2026-05-13
CORTLAND ASSOCIATES INC/MO GA $691.79M 62 2026-07-28
CIM, LLC CA $691.76M 168 2026-05-18
SeaBridge Investment Advisors LLC NJ $691.59M 188 2026-07-17
Capital Planning Advisors, LLC CA $691.56M 146 2026-05-14