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
No filings ingested in the last 24 hours.
| Filer | Period | Filed | Holdings | AUM | Ingested |
|---|---|---|---|---|---|
| No filings ingested in the last 24 hours. | |||||
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Results
100
Filers matching your filter
Coverage
9,408 / 9,408
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 | $6.73T | 49,968 | NVIDIA CORPORATION2.2% APPLE INC1.8% NVIDIA CORPORATION1.5% |
+310−264↑3481↓1160 | 2026-08-07 | 2026-06-30 |
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
|
MALVERN, PA | $4.68T | 4,092 | NVIDIA CORPORATION6.6% APPLE INC5.9% MICROSOFT CORP3.9% |
+4015−3↑45↓18 | 2026-08-13 | 2026-06-30 |
| 4 |
STATE STREET CORP (STT, STT-PG)
CIK 93751
|
LONDON, MA, United Kingdom | $3.38T | 4,261 | NVIDIA CORPORATION6.0% APPLE INC5.3% MICROSOFT CORP3.5% |
+86−2 | 2026-09-22 | 2026-06-30 |
| 5 |
FMR LLC
CIK 315066
|
BOSTON, MA | $2.30T | 13,978 | NVIDIA CORPORATION6.3% ALPHABET INC2.8% AMAZON COM INC2.6% |
+391−231↑3323↓1330 | 2026-08-13 | 2026-06-30 |
| 6 |
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
|
MALVERN, PA | $2.22T | 3,141 | NVIDIA CORPORATION4.7% APPLE INC4.4% MICROSOFT CORP2.8% |
+3089−2↑42↓6 | 2026-08-13 | 2026-06-30 |
| 7 |
MORGAN STANLEY
CIK 895421
|
NEW YORK, NY | $1.89T | 45,905 | APPLE INC1.5% NVIDIA CORPORATION1.2% NVIDIA CORPORATION1.1% |
+858−652↑4070↓2669 | 2026-08-13 | 2026-06-30 |
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
|
BOSTON, MA | $1.88T | 8,470 | NVIDIA CORP5.6% APPLE INC5.0% MICROSOFT CORP3.3% |
+169−235↑2675↓1038 | 2026-08-12 | 2026-06-30 |
| 9 |
JPMORGAN CHASE & CO
CIK 19617
|
NEW YORK, NY | $1.81T | 34,064 | NVIDIA CORPORATION2.9% APPLE INC2.0% ALPHABET INC1.7% |
+675−382↑3577↓1835 | 2026-08-12 | 2026-06-30 |
| 10 |
BANK OF AMERICA CORP /DE/
CIK 70858
|
BOSTON, MA | $1.55T | 18,318 | VANGUARD INDEX FDS1.6% VANGUARD INDEX FDS1.5% NVIDIA CORPORATION1.1% |
+273−297↑2955↓1634 | 2026-08-14 | 2026-06-30 |
| 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
|
BALA CYNWYD, PA | $1.28T | 15,205 | STATE STR SPDR S&P 500 ETF T0.8% INVESCO QQQ TR0.3% NVIDIA CORPORATION0.3% |
+1262−1327↑2591↓2340 | 2026-08-14 | 2026-06-30 |
| 12 |
JANE STREET GROUP, LLC
CIK 1595888
|
NEW YORK, NY | $1.21T | 14,718 | STATE STR SPDR S&P 500 ETF T2.7% AMAZON COM INC0.2% INVESCO QQQ TR0.2% |
+1616−2103↑1906↓1832 | 2026-08-14 | 2026-06-30 |
| 13 |
GOLDMAN SACHS GROUP INC
CIK 886982
|
NEW YORK, NY | $1.15T | 14,070 | NVIDIA CORPORATION2.7% APPLE INC2.3% STATE STR SPDR S&P 500 ETF T1.7% |
+619−532↑2968↓1500 | 2026-08-14 | 2026-06-30 |
| 14 |
NORGES BANK
CIK 1374170
|
OSLO | $1.00T | 1,617 | NVIDIA CORPORATION6.5% APPLE INC5.5% MICROSOFT CORP3.8% |
+1617−1 | 2026-08-12 | 2026-06-30 |
| 15 |
CITADEL ADVISORS LLC
CIK 1423053
|
MIAMI, FL | $875.01B | 16,122 | ISHARES TR1.5% NVIDIA CORPORATION0.2% APPLE INC0.2% |
−3↓1 | 2026-09-02 | 2026-06-30 |
| 16 |
NORTHERN TRUST CORP
CIK 73124
|
CHICAGO, IL | $859.79B | 19,568 | NVIDIA CORPORATION4.1% APPLE INC3.6% MICROSOFT CORP2.4% |
+220−176↑2694↓960 | 2026-08-13 | 2026-06-30 |
| 17 |
Capital World Investors
CIK 1422849
|
LOS ANGELES, CA | $846.43B | 637 | BROADCOM INC5.4% MICRON TECHNOLOGY INC4.0% ALPHABET INC3.1% |
+75−58↑310↓178 | 2026-08-12 | 2026-06-30 |
| 18 |
UBS Group AG
CIK 1610520
|
ZURICH | $786.02B | 23,043 | APPLE INC1.0% NVIDIA CORPORATION1.0% ISHARES TR0.9% |
+1168−1236↑4045↓2864 | 2026-08-13 | 2026-06-30 |
| 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
|
SAN FRANCISCO, CA | $751.32B | 4,441 | NVIDIA CORPORATION4.3% APPLE INC3.9% MICROSOFT CORP2.6% |
+147−163↑2126↓683 | 2026-08-14 | 2026-06-30 |
| 20 |
Capital Research Global Investors
CIK 1422848
|
LOS ANGELES, CA | $716.87B | 426 | BROADCOM INC6.0% NVIDIA CORPORATION5.7% MICROSOFT CORP4.9% |
+35−68↑195↓144 | 2026-08-12 | 2026-06-30 |
| 21 |
ROYAL BANK OF CANADA
CIK 1000275
|
LONDON, United Kingdom | $671.51B | 28,169 | ROYAL BK CDA1.1% ROYAL BK CDA1.0% TORONTO DOMINION BK ONT0.9% |
+545−436↑3920↓1598 | 2026-08-14 | 2026-06-30 |
| 22 |
Bank of New York Mellon Corp
CIK 1390777
|
NEW YORK, NY | $609.43B | 33,799 | NVIDIA CORP2.3% APPLE INC1.9% NVIDIA CORP1.5% |
+290−191↑2480↓879 | 2026-08-06 | 2026-06-30 |
| 23 |
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
|
BOSTON, MA | $580.17B | 7,448 | NVIDIA CORPORATION3.6% BROADCOM INC3.1% MICROSOFT CORP2.7% |
+237−186↑829↓638 | 2026-08-14 | 2026-06-30 |
| 24 |
DIMENSIONAL FUND ADVISORS LP
CIK 354204
|
AUSTIN, TX | $551.84B | 13,716 | NVIDIA CORPORATION3.0% APPLE INC2.7% MICROSOFT CORP1.7% |
+110−104↑1997↓718 | 2026-08-11 | 2026-06-30 |
| 25 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
CIK 861177
|
NEW YORK, NY | $550.09B | 19,065 | NVIDIA CORPORATION2.4% APPLE INC1.8% MICROSOFT CORP1.4% |
+83−167↑1929↓1108 | 2026-08-13 | 2026-06-30 |
| 26 |
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 |
| 27 |
BARCLAYS PLC
CIK 312069
|
NEW YORK, NY | $520.82B | 11,383 | ISHARES TR12.2% NVIDIA CORPORATION1.6% MICRON TECHNOLOGY INC1.4% |
+586−262↑1911↓1786 | 2026-08-14 | 2026-06-30 |
| 28 |
Capital International Investors
CIK 1562230
|
LYNNFIELD, MA | $483.61B | 446 | BROADCOM INC6.4% MICROSOFT CORP4.1% NVIDIA CORPORATION3.8% |
+51−43↑207↓129 | 2026-08-12 | 2026-06-30 |
| 29 |
Legal & General Group Plc
CIK 764068
|
LONDON, United Kingdom | $479.55B | 8,169 | APPLE INC2.4% NVIDIA CORPORATION2.4% NVIDIA CORPORATION2.3% |
+219−190↑1900↓800 | 2026-08-14 | 2026-06-30 |
| 30 |
FRANKLIN RESOURCES INC
CIK 38777
|
SAN MATEO, CA | $461.88B | 14,877 | NVIDIA CORPORATION1.9% APPLE INC1.7% MICROSOFT CORP1.4% |
+234−192↑1658↓859 | 2026-08-13 | 2026-06-30 |
| 31 |
VANGUARD FIDUCIARY TRUST CO
CIK 933478
|
MALVERN, PA | $454.36B | 4,076 | NVIDIA CORPORATION6.1% APPLE INC5.3% MICROSOFT CORP3.5% |
+3999−3↑47↓16 | 2026-08-13 | 2026-06-30 |
| 32 |
LPL Financial LLC
CIK 1403438
|
FORT MILL, SC | $445.10B | 6,201 | ISHARES TR2.5% INVESCO QQQ TR1.8% STATE STR SPDR S&P 500 ETF T1.7% |
+393−169↑3519↓1281 | 2026-08-07 | 2026-06-30 |
| 33 |
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
|
CHICAGO, IL | $424.24B | 4,825 | ISHARES TR7.3% ISHARES TR2.0% BLACKROCK ETF TRUST1.8% |
+5−2 | 2026-09-23 | 2026-06-30 |
| 34 |
Nuveen, LLC
CIK 1871926
|
CHICAGO, IL | $419.17B | 10,263 | NVIDIA CORPORATION3.7% APPLE INC2.8% NVIDIA CORPORATION2.3% |
+671−160↑1932↓796 | 2026-08-11 | 2026-06-30 |
| 35 |
IMC-Chicago, LLC
CIK 1452861
|
CHICAGO, IL | $418.68B | 6,776 | STATE STR SPDR DOW JONES IND0.2% MICRON TECHNOLOGY INC0.1% TAIWAN SEMICONDUCTOR MANUFAC0.1% |
+702−438↑503↓311 | 2026-08-06 | 2026-06-30 |
| 36 |
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 |
| 37 |
Optiver Holding B.V.
CIK 1859606
|
AMSTERDAM, Netherlands | $370.67B | 2,950 | STATE STR SPDR S&P 500 ETF T0.3% MICRON TECHNOLOGY INC0.2% TAIWAN SEMICONDUCTOR MANUFAC0.2% |
+898−442↑737↓653 | 2026-08-12 | 2026-06-30 |
| 38 |
RAYMOND JAMES FINANCIAL INC
CIK 720005
|
ST. PETERSBURG, FL | $368.94B | 13,837 | VANGUARD INDEX FDS5.0% ISHARES TR2.3% APPLE INC1.5% |
+315−226↑2946↓1205 | 2026-08-14 | 2026-06-30 |
| 39 |
DEUTSCHE BANK AG\
CIK 948046
|
NEW YORK, NY | $344.43B | 14,348 | NVIDIA CORPORATION3.0% APPLE INC2.3% MICROSOFT CORP1.8% |
+278−193↑2197↓828 | 2026-08-07 | 2026-06-30 |
| 40 |
Fisher Asset Management, LLC
CIK 850529
|
PLANO, TX | $335.83B | 1,037 | NVIDIA CORP COM5.4% APPLE INC5.0% ISHARES TR 7 10YR TR BD ETF4.5% |
+125−104↑509↓264 | 2026-08-04 | 2026-06-30 |
| 41 |
CTC LLC
CIK 1445893
|
CHICAGO, IL | $316.24B | 128 | STATE STR SPDR S&P 500 ETF T0.1% AMAZON COM INC0.1% MICRON TECHNOLOGY INC0.1% |
+13−10↑8↓6 | 2026-08-13 | 2026-06-30 |
| 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
|
BOSTON, MA | $315.17B | 4,175 | NVIDIA CORPORATION3.2% ALPHABET INC2.6% APPLE INC2.3% |
+129−70↑437↓303 | 2026-08-03 | 2026-06-30 |
| 43 |
BANK OF MONTREAL /CAN/
CIK 927971
|
TORONTO, Ontario, Canada | $303.65B | 14,271 | NVIDIA CORPORATION1.7% BURFORD CAPITAL LIMITED1.6% ROYAL BK CDA1.5% |
+308−193↑1831↓717 | 2026-08-12 | 2026-06-30 |
| 44 |
CITIGROUP INC
CIK 831001
|
NEW YORK, NY | $302.70B | 11,343 | NVIDIA CORPORATION2.9% MICRON TECHNOLOGY INC1.7% MICROSOFT CORP1.6% |
+413−621↑3156↓990 | 2026-08-03 | 2026-06-30 |
| 45 |
ALLIANCEBERNSTEIN L.P.
CIK 1109448
|
NASHVILLE, TN | $302.33B | 3,339 | NVIDIA CORPORATION5.5% KLA CORP3.6% APPLE INC3.6% |
+239−150↑1418↓1191 | 2026-08-14 | 2026-06-30 |
| 46 |
BERKSHIRE HATHAWAY INC
CIK 1067983
|
OMAHA, NE | $299.25B | 89 | AMERICAN EXPRESS CO16.8% ALPHABET INC7.9% APPLE INC7.8% |
+1−1↑18↓6 | 2026-08-14 | 2026-06-30 |
| 47 |
BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
|
PARIS, France | $288.87B | 18,130 | Micron Technology Inc3.2% NVIDIA Corp2.3% Amazon.com Inc1.4% |
+414−353↑2433↓1726 | 2026-08-13 | 2026-06-30 |
| 48 |
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
|
GREENWICH, CT | $286.85B | 21,077 | NVIDIA CORPORATION2.5% APPLE INC1.7% MICRON TECHNOLOGY INC1.5% |
+254−93↑2648↓715 | 2026-08-14 | 2026-06-30 |
| 49 |
MILLENNIUM MANAGEMENT LLC
CIK 1273087
|
NEW YORK, NY | $276.29B | 5,798 | ISHARES TR3.9% STATE STR SPDR S&P 500 ETF T1.3% SPACE EXPLORATION TECHN CORP1.1% |
+653−670↑1499↓1445 | 2026-08-14 | 2026-06-30 |
| 50 |
JONES FINANCIAL COMPANIES LLLP
CIK 815917
|
DES PERES, MO | $249.84B | 5,993 | VANGUARD INDEX TR7.2% SPDR SER TR5.8% ISHARES CORE S&P 500 ETF5.7% |
+507−270↑3305↓830 | 2026-08-14 | 2026-06-30 |
| 51 |
Jupiter Topco LLC
CIK 2146052
|
NEW YORK, NY | $245.38B | 4,567 | NVIDIA CORPORATION5.7% ALPHABET INC3.9% BROADCOM INC2.6% |
no prior filing | 2026-08-14 | 2026-06-30 |
| 52 |
HSBC HOLDINGS PLC
CIK 873630
|
LONDON | $239.49B | 8,870 | NVIDIA CORPORATION3.5% APPLE INC2.9% MICROSOFT CORP2.2% |
+317−285↑1231↓615 | 2026-08-14 | 2026-06-30 |
| 53 |
AMERICAN CENTURY COMPANIES INC
CIK 748054
|
KANSAS CITY, MO | $226.28B | 2,884 | NVIDIA CORPORATION5.4% ALPHABET INC2.7% AMAZON COM INC2.6% |
+201−147↑1713↓703 | 2026-08-12 | 2026-06-30 |
| 54 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
|
BOSTON, MA | $225.37B | 1,887 | MICROSOFT CORP4.6% AMAZON COM INC4.3% APPLE INC3.8% |
+382−305↑956↓454 | 2026-08-13 | 2026-06-30 |
| 55 |
Vanguard Global Advisers, LLC
CIK 1811242
|
MALVERN, PA | $214.60B | 3,638 | VANGUARD INDEX FDS13.2% VANGUARD INDEX FDS6.7% NVIDIA CORPORATION4.9% |
+3573−2↑32↓21 | 2026-08-13 | 2026-06-30 |
| 56 |
D. E. Shaw & Co., Inc.
CIK 1009207
|
NEW YORK, NY | $210.20B | 6,298 | STATE STR SPDR S&P 500 ETF T3.6% NVIDIA CORPORATION1.1% ALPHABET INC0.9% |
+617−354↑1501↓1068 | 2026-08-14 | 2026-06-30 |
| 57 |
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 |
| 58 |
PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
|
DES MOINES, IA | $203.64B | 4,413 | NVIDIA CORPORATION3.7% APPLE INC3.0% MICROSOFT CORP2.4% |
+107−130↑1209↓517 | 2026-08-04 | 2026-06-30 |
| 59 |
PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
|
PITTSBURGH, PA | $201.76B | 17,255 | ELI LILLY & CO29.7% ISHARES TR4.9% APPLE INC1.7% |
+264−212↑2970↓1216 | 2026-08-07 | 2026-06-30 |
| 60 |
1832 Asset Management L.P.
CIK 944388
|
TORONTO | $199.41B | 630 | ROYAL BK CDA1.8% TORONTO DOMINION BK ONT1.7% MICROSOFT CORP1.2% |
+71−81↑252↓192 | 2026-08-13 | 2026-06-30 |
| 61 |
Swiss National Bank
CIK 1582202
|
ZURICH, Switzerland | $191.39B | 2,301 | NVIDIA CORPORATION6.8% APPLE INC6.3% MICROSOFT CORP3.9% |
+68−68↑1297↓546 | 2026-08-11 | 2026-06-30 |
| 62 |
DODGE & COX
CIK 200217
|
SAN FRANCISCO, CA | $191.01B | 222 | Johnson Controls International PLC4.3% The Charles Schwab Corp.3.7% RTX Corp.3.5% |
+9−9↑103↓66 | 2026-08-13 | 2026-06-30 |
| 63 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
|
MILWAUKEE, WI | $187.22B | 4,085 | ISHARES TR14.0% VANGUARD BD INDEX FDS5.5% ISHARES TR5.5% |
+485−513↑2094↓992 | 2026-08-12 | 2026-06-30 |
| 64 |
CANADA PENSION PLAN INVESTMENT BOARD
CIK 1283718
|
TORONTO ONTARIO, Ontario, Canada | $180.78B | 1,694 | NVIDIA CORPORATION5.7% APPLE INC4.2% MICROSOFT CORP3.1% |
+219−205↑834↓485 | 2026-08-14 | 2026-06-30 |
| 65 |
Mitsubishi UFJ Asset Management Co., Ltd.
CIK 1466546
|
TOKYO | $180.42B | 1,659 | NVIDIA CORPORATION6.6% APPLE INC5.9% MICROSOFT CORP4.2% |
+90−49↑1045↓325 | 2026-08-07 | 2026-06-30 |
| 66 |
VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
|
SAN ANTONIO, TX | $178.34B | 2,638 | NVIDIA CORPORATION3.9% APPLE INC3.0% MICROSOFT CORP2.3% |
+180−108↑1403↓601 | 2026-08-07 | 2026-06-30 |
| 67 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 919079
|
SACRAMENTO, CA | $177.38B | 1,061 | VANGUARD INDEX FDS11.9% ISHARES TR6.4% NVIDIA CORPORATION5.2% |
+7−10↑516↓389 | 2026-08-14 | 2026-06-30 |
| 68 |
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 |
| 69 |
Creative Planning
CIK 1540235
|
OVERLAND PARK, KS | $171.09B | 7,093 | ISHARES TR10.6% VANGUARD BD INDEX FDS5.6% VANGUARD TAX-MANAGED FDS4.8% |
+262−142↑2673↓809 | 2026-08-13 | 2026-06-30 |
| 70 |
SIMPLEX TRADING, LLC
CIK 1488542
|
CHICAGO, IL | $170.57B | 10,492 | NVIDIA CORPORATION0.2% ISHARES TR0.1% ISHARES TR0.1% |
+1043−923↑868↓763 | 2026-08-12 | 2026-06-30 |
| 71 |
FIRST TRUST ADVISORS LP
CIK 1125816
|
WHEATON, IL | $170.01B | 2,938 | CISCO SYS INC1.5% NVIDIA CORPORATION1.3% BROADCOM INC1.1% |
+179−126↑1495↓697 | 2026-08-11 | 2026-06-30 |
| 72 |
PRIMECAP MANAGEMENT CO/CA/
CIK 763212
|
PASADENA, CA | $169.11B | 324 | MICRON TECHNOLOGY INC13.1% ELI LILLY & CO6.5% INTEL CORP6.2% |
+13−9↑181↓89 | 2026-08-14 | 2026-06-30 |
| 73 |
JENNISON ASSOCIATES LLC
CIK 53417
|
NEW YORK, NY | $166.72B | 805 | NVIDIA CORPORATION7.6% APPLE INC5.6% AMAZON COM INC5.1% |
+80−75↑252↓171 | 2026-08-03 | 2026-06-30 |
| 74 |
VAN ECK ASSOCIATES CORP
CIK 869178
|
NEW YORK, NY | $164.10B | 2,647 | NVIDIA CORPORATION8.5% TAIWAN SEMICONDUCTOR MANUFAC4.4% APPLIED MATLS INC2.9% |
+115−182↑1222 | 2026-08-14 | 2026-06-30 |
| 75 |
National Pension Service
CIK 1608046
|
JEONJU-SI, JEOLLABUK-DO | $155.08B | 552 | NVIDIA CORPORATION6.6% APPLE INC5.9% MICROSOFT CORP3.7% |
+19−29↑313↓117 | 2026-08-13 | 2026-06-30 |
| 76 |
Neuberger Berman Group LLC
CIK 1465109
|
NEW YORK, NY | $150.35B | 4,224 | NVIDIA CORP4.0% APPLE INC3.2% AMAZON COM INC3.0% |
+214−87↑1223↓595 | 2026-08-13 | 2026-06-30 |
| 77 |
VANGUARD ASSET MANAGEMENT, Ltd
CIK 1680208
|
MALVERN, PA | $148.03B | 2,447 | NVIDIA CORPORATION6.1% APPLE INC5.5% MICROSOFT CORP3.6% |
+2409↑32↓2 | 2026-08-13 | 2026-06-30 |
| 78 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
|
BLOOMINGTON, IL | $146.14B | 188 | CATERPILLAR INC7.6% ELI LILLY & CO6.1% JOHNSON & JOHNSON3.8% |
+3−9↑64↓17 | 2026-08-12 | 2026-06-30 |
| 79 |
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 1086619
|
LONDON, United Kingdom | $141.10B | 3,118 | NVIDIA CORPORATION4.8% ALPHABET INC4.0% APPLE INC3.8% |
+111−122↑603↓324 | 2026-08-13 | 2026-06-30 |
| 80 |
NATIONAL BANK OF CANADA /FI/
CIK 926171
|
MONTREAL, Quebec, Canada | $139.83B | 5,772 | NVIDIA CORPORATION3.5% APPLE INC1.9% MICROSOFT CORP1.8% |
+397−250↑1328↓724 | 2026-08-10 | 2026-06-30 |
| 81 |
FIL Ltd
CIK 318989
|
PEMBROKE, Bermuda | $139.27B | 1,931 | ROYAL BK CDA3.4% TORONTO DOMINION BK ONT2.6% ALPHABET INC2.6% |
+127−90↑560↓330 | 2026-08-13 | 2026-06-30 |
| 82 |
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 |
| 83 |
TWO SIGMA INVESTMENTS, LP
CIK 1179392
|
NEW YORK, NY | $138.12B | 5,017 | WESTERN DIGITAL CORP1.1% AMAZON COM INC1.0% NVIDIA CORPORATION0.9% |
+665−443↑1671↓1235 | 2026-08-14 | 2026-06-30 |
| 84 |
PeakShares LLC
CIK 2113507
|
TAMPA, FL | $134.38B | 122 | State Street Financial Select Sector SPDR ETF USD Class4.4% Vanguard Information Technology ETF4.1% State Street Technology Select Sector SPDR ETF USD Class3.8% |
+17−11↑105 | 2026-08-11 | 2026-06-30 |
| 85 |
RHUMBLINE ADVISERS
CIK 1115418
|
BOSTON, MA | $132.56B | 4,189 | NVIDIA CORP COM6.3% APPLE INC COM STK5.5% MICROSOFT CORP COM3.5% |
+237−199↑2210↓1046 | 2026-08-12 | 2026-06-30 |
| 86 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
CIK 1694217
|
FRANKFURT AM MAIN, Germany | $130.38B | 2,197 | NVIDIA CORPORATION6.5% APPLE INC4.3% AMAZON COM INC3.3% |
+161−86↑420↓334 | 2026-08-14 | 2026-06-30 |
| 87 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 928047
|
CANADA, Ontario, Canada | $128.15B | 2,872 | MICROSOFT CORP3.1% NVIDIA CORPORATION3.0% AMAZON COM INC2.8% |
unchanged | 2026-09-09 | 2026-06-30 |
| 88 |
MARSHALL WACE, LLP
CIK 1318757
|
LONDON, United Kingdom | $126.70B | 6,550 | ISHARES-S&P 50013.4% ISHARES-S&P 5009.1% SPDR PORTFOLIO L1.8% |
+687−649↑1041↓897 | 2026-08-13 | 2026-06-30 |
| 89 |
Allianz Asset Management GmbH
CIK 1535323
|
MUNICH, Germany | $123.13B | 3,981 | NVIDIA CORPORATION3.4% SPDR SERIES TRUST3.3% ISHARES TR2.9% |
+113−57↑521↓353 | 2026-09-02 | 2026-06-30 |
| 90 |
NORDEA INVESTMENT MANAGEMENT AB
CIK 1218210
|
STOCKHOLM, Sweden | $122.63B | 2,068 | NVIDIA CORPORATION3.5% APPLE INC3.2% MICROSOFT CORP2.3% |
+120−63↑501↓203 | 2026-08-05 | 2026-06-30 |
| 91 |
Clearbridge Investments, LLC
CIK 1348883
|
NEW YORK, NY | $120.86B | 814 | NVIDIA Corp5.4% Alphabet Inc3.4% Apple Inc3.4% |
+53−44↑305↓221 | 2026-08-13 | 2026-06-30 |
| 92 |
STIFEL FINANCIAL CORP
CIK 720672
|
NEW YORK, NY | $120.21B | 8,946 | APPLE INC1.5% NVIDIA CORPORATION1.5% MICROSOFT CORP1.2% |
+212−134↑2018↓845 | 2026-08-12 | 2026-06-30 |
| 93 |
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 |
| 94 |
VOYA INVESTMENT MANAGEMENT LLC
CIK 1068837
|
NEW YORK, NY | $115.63B | 3,876 | NVIDIA CORPORATION3.5% APPLE INC2.2% BROADCOM INC2.0% |
+260−124↑1420↓578 | 2026-08-12 | 2026-06-30 |
| 95 |
TD ASSET MANAGEMENT INC
CIK 1056053
|
MEMPHIS, TN | $115.43B | 1,241 | NVIDIA CORPORATION4.4% ROYAL BK CDA4.1% APPLE INC3.3% |
+120−134↑449↓481 | 2026-08-04 | 2026-06-30 |
| 96 |
Russell Investments Group, Ltd.
CIK 1692234
|
SEATTLE, WA | $113.97B | 23,960 | NVIDIA CORPORATION1.8% APPLE INC1.5% MICROSOFT CORPORATION1.0% |
+356−210↑2751↓930 | 2026-08-06 | 2026-06-30 |
| 97 |
SEI INVESTMENTS CO
CIK 350894
|
OAKS, PA | $113.35B | 6,177 | NVIDIA CORPORATION2.5% ALPHABET INC1.6% VANGUARD TAX-MANAGED FDS1.6% |
+232−188↑1340↓1351 | 2026-08-14 | 2026-06-30 |
| 98 |
Boston Partners
CIK 1386060
|
BOSTON, MA | $112.57B | 1,850 | AMAZON COM INC1.8% JPMORGAN CHASE & CO1.3% US FOODS HLDG CORP1.2% |
+100−65↑427↓201 | 2026-08-04 | 2026-06-30 |
| 99 |
BAILLIE GIFFORD & CO
CIK 1088875
|
NEW YORK, NY | $110.23B | 880 | Space Exploration Technologies Corp7.2% NVIDIA3.7% MercadoLibre3.1% |
+28−26↑106↓108 | 2026-08-06 | 2026-06-30 |
| 100 |
Cetera Investment Advisers
CIK 1666741
|
SCHAUMBURG, IL | $109.76B | 5,007 | ISHARES TR3.2% APPLE INC1.9% NVIDIA CORPORATION1.8% |
+355−166↑2764↓1008 | 2026-08-12 | 2026-06-30 |
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
2751–3000 of 8327
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 |
|---|---|---|---|---|
| Pier Capital, LLC | CT | $754.62M | 129 | 2026-08-05 |
| Hughes Financial Services, LLC | VA | $754.51M | 1839 | 2026-07-20 |
| Founders Financial Alliance, LLC | NC | $754.49M | 779 | 2026-08-04 |
| Kinsale Capital Group, Inc. | — | $754.42M | 41 | 2026-08-05 |
| Stanley Capital Management, LLC | TX | $754.29M | 37 | 2026-08-14 |
| Financial Advisory Corp | — | $754.17M | 58 | 2026-07-09 |
| SC&H Financial Advisors, Inc. | MD | $753.83M | 160 | 2026-08-04 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | VA | $753.48M | 223 | 2026-07-20 |
| Stone House Investment Management, LLC | PA | $752.24M | 1339 | 2026-08-05 |
| Northwest Financial Advisors | OR | $751.86M | 89 | 2026-07-27 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | TX | $751.30M | 191 | 2026-07-24 |
| TRB Wealth Management, LLC | TX | $751.27M | 296 | 2026-08-12 |
| FCPM III SERVICES B.V. | — | $750.41M | 15 | 2026-08-14 |
| Cercano Management LLC | WA | $749.94M | 155 | 2026-08-14 |
| Bienville Capital Management, LLC | NY | $749.74M | 95 | 2026-08-13 |
| Qtron Investments LLC | MA | $749.62M | 449 | 2026-08-13 |
| Virtue Capital Management, LLC | TN | $748.90M | 343 | 2026-08-05 |
| JLB & ASSOCIATES INC | MI | $748.32M | 68 | 2026-08-07 |
| Defilade Capital Management, L.P. | CA | $746.95M | 39 | 2026-08-14 |
| BDF-GESTION | — | $746.77M | 143 | 2026-07-07 |
| Permanent Capital Management, LP | IL | $746.72M | 211 | 2026-08-12 |
| EagleClaw Capital Managment, LLC | — | $745.40M | 145 | 2026-08-10 |
| AUXIER ASSET MANAGEMENT LLC | OR | $745.24M | 184 | 2026-08-14 |
| Insight Wealth Partners, LLC | TX | $744.81M | 135 | 2026-08-06 |
| CIBC Capital Markets (Europe) S.A. | — | $744.59M | 10 | 2026-08-11 |
| Heritage Investment Group, Inc. | FL | $744.43M | 135 | 2026-07-29 |
| Commonwealth Financial Services, LLC | WV | $744.20M | 317 | 2026-07-15 |
| Helix Partners Management LP | NY | $744.11M | 15 | 2026-08-13 |
| REGATTA CAPITAL GROUP, LLC | CA | $743.63M | 223 | 2026-08-12 |
| Well Done, LLC | MI | $743.36M | 202 | 2026-07-24 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | TN | $742.81M | 29 | 2026-08-14 |
| CFO4Life Group, LLC | TX | $742.79M | 237 | 2026-08-12 |
| WILKINS INVESTMENT COUNSEL INC | MA | $741.97M | 119 | 2026-08-06 |
| Tolleson Wealth Management, Inc. | — | $741.92M | 96 | 2026-08-13 |
| CPC Advisors, LLC | GA | $741.60M | 159 | 2026-07-24 |
| SFE Investment Counsel | CA | $741.51M | 152 | 2026-08-05 |
| Lebenthal Global Advisors, LLC | NY | $741.45M | 313 | 2026-07-30 |
| TORRAY INVESTMENT PARTNERS LLC | MD | $741.29M | 91 | 2026-07-30 |
| Newbrook Capital Advisors LP | NY | $740.57M | 14 | 2026-08-14 |
| Triasima Portfolio Management inc. | — | $740.35M | 127 | 2026-07-21 |
| BEARING POINT CAPITAL, LLC | MN | $740.16M | 203 | 2026-08-11 |
| Copos Capital B.V. | — | $739.98M | 42 | 2026-08-12 |
| Estabrook Capital Management | NY | $738.62M | 344 | 2026-08-13 |
| Everest Financial Group LLC | FL | $738.43M | 208 | 2026-08-10 |
| Barton Investment Management | PA | $738.19M | 60 | 2026-07-20 |
| LS Investment Advisors, LLC | MI | $737.85M | 127 | 2026-07-21 |
| HERALD INVESTMENT MANAGEMENT Ltd | — | $737.30M | 92 | 2026-07-23 |
| GFI Investment Counsel Ltd. | — | $737.25M | 30 | 2026-08-14 |
| GR FINANCIAL GROUP, LLC | AZ | $735.91M | 37 | 2026-08-03 |
| S-Bank Fund Management Ltd | — | $735.91M | 249 | 2026-08-04 |
| Cohen Capital Management, Inc. | IL | $735.48M | 152 | 2026-07-08 |
| Virtus Wealth Solutions LLC | — | $734.97M | 53 | 2026-07-24 |
| Balboa Wealth Partners | AZ | $734.44M | 476 | 2026-08-10 |
| MainStreet Investment Advisors LLC | IL | $734.26M | 166 | 2026-08-12 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | PA | $734.03M | 188 | 2026-07-20 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | — | $733.94M | 14 | 2026-08-14 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | NJ | $731.97M | 123 | 2026-07-29 |
| Decheng Capital LLC | CA | $731.75M | 14 | 2026-08-14 |
| ThornTree Capital Partners LP | MA | $731.34M | 19 | 2026-08-14 |
| Morton Capital Management LLC/CA | CA | $731.28M | 160 | 2026-07-23 |
| Gilman Hill Asset Management, LLC | CT | $731.00M | 236 | 2026-07-09 |
| KKM Financial LLC | IL | $729.90M | 169 | 2026-08-14 |
| Ignite Planners, LLC | CA | $728.98M | 426 | 2026-07-23 |
| Caitong International Asset Management Co., Ltd | — | $728.94M | 2999 | 2026-08-05 |
| Vanderbilt University | — | $728.28M | 74 | 2026-07-22 |
| PROFFITT & GOODSON INC | TN | $728.11M | 298 | 2026-07-22 |
| INSPIRE TRUST CO, N.A. | — | $727.31M | 111 | 2026-08-05 |
| Lombard Odier Asset Management (USA) Corp | NY | $726.90M | 142 | 2026-08-14 |
| LONE PEAK GLOBAL INVESTORS LLC | UT | $726.58M | 43 | 2026-08-10 |
| IFG Advisors, LLC | GA | $725.41M | 165 | 2026-07-22 |
| Murchinson Ltd. | — | $724.80M | 125 | 2026-08-14 |
| Tensile Capital Management LP | CA | $724.25M | 22 | 2026-08-14 |
| Palo Alto Investors LP | CA | $723.72M | 52 | 2026-08-19 |
| Stablepoint Partners, LLC | MA | $722.70M | 260 | 2026-07-09 |
| Banque Cantonale Vaudoise | — | $721.74M | 904 | 2026-07-31 |
| ALLEN OPERATIONS LLC | — | $721.73M | 34 | 2026-08-05 |
| Hazelview Securities Inc. | — | $721.71M | 83 | 2026-08-14 |
| GCQ FUNDS MANAGEMENT PTY Ltd | — | $721.36M | 14 | 2026-08-12 |
| SHENKMAN CAPITAL MANAGEMENT INC | NY | $720.85M | 80 | 2026-08-10 |
| Security Financial Services, INC. | IN | $720.76M | 203 | 2026-07-15 |
| Phocas Financial Corp. | CA | $720.71M | 153 | 2026-07-31 |
| JACKSON SQUARE CAPITAL, LLC | CA | $718.99M | 138 | 2026-07-21 |
| Drexel Morgan & Co. | PA | $718.83M | 60 | 2026-08-13 |
| Elgethun Capital Management | SD | $717.83M | 174 | 2026-07-29 |
| Austin Asset Management Co Inc | TX | $717.52M | 94 | 2026-07-31 |
| Towercrest Capital Management | PA | $717.42M | 110 | 2026-08-03 |
| Canvas Wealth Advisors, LLC | KS | $716.87M | 251 | 2026-07-10 |
| Rather & Kittrell, Inc. | TN | $715.62M | 108 | 2026-08-12 |
| Abu Dhabi Investment Council Co P.J.S.C | — | $714.61M | 26 | 2026-08-13 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | PA | $714.56M | 408 | 2026-08-12 |
| Teilinger Capital Ltd. | — | $714.24M | 11 | 2026-08-14 |
| Huntleigh Advisors, Inc. | MO | $714.23M | 303 | 2026-08-04 |
| LJI Wealth Management, LLC | IN | $713.93M | 201 | 2026-07-31 |
| MAK CAPITAL ONE LLC | NY | $713.79M | 17 | 2026-08-14 |
| Secure Asset Management, LLC | MI | $713.71M | 333 | 2026-07-15 |
| Optas, LLC | TX | $713.71M | 1058 | 2026-07-21 |
| ZEVIN ASSET MANAGEMENT LLC | MA | $712.69M | 97 | 2026-08-06 |
| Summit Street Capital Management, LLC | NY | $712.60M | 31 | 2026-08-14 |
| Alight Capital Management LP | NC | $712.47M | 83 | 2026-08-14 |
| HMI Capital Management, L.P. | CA | $712.36M | 14 | 2026-08-14 |
| Tyche Wealth Partners LLC | TX | $712.35M | 339 | 2026-08-06 |
| Radnor Capital Management, LLC | PA | $712.03M | 312 | 2026-07-16 |
| First National Advisers, LLC | NE | $711.83M | 273 | 2026-07-21 |
| SageGuard Financial Group, LLC | TN | $711.72M | 211 | 2026-07-27 |
| Hexagon Capital Partners LLC | AR | $711.43M | 268 | 2026-08-07 |
| FINDELL CAPITAL MANAGEMENT LLC | NY | $710.28M | 15 | 2026-08-14 |
| Trust Co of the South | — | $710.18M | 150 | 2026-07-01 |
| Tulsa Wealth Advisors, INC | OK | $710.17M | 166 | 2026-08-06 |
| Hamilton Point Investment Advisors, LLC | NC | $710.15M | 193 | 2026-07-28 |
| Chandler Asset Management, Inc. | CA | $709.72M | 21 | 2026-08-07 |
| Destiny Wealth Partners, LLC | FL | $708.89M | 186 | 2026-08-07 |
| K.J. Harrison & Partners Inc | — | $705.71M | 224 | 2026-08-07 |
| CENTRAL BANK & TRUST CO | MO | $705.25M | 214 | 2026-07-17 |
| KELLEHER FINANCIAL ADVISORS | NY | $704.85M | 1067 | 2026-08-06 |
| Rivermont Capital Management LP | NY | $704.77M | 20 | 2026-08-13 |
| Pacific Sage Partners, LLC | WA | $704.55M | 127 | 2026-08-06 |
| VEGA INVESTMENT SOLUTIONS | — | $704.54M | 144 | 2026-08-13 |
| DSG Capital Advisors, LLC | MN | $704.16M | 118 | 2026-08-06 |
| Talos Eurisko Asset Management LP | NY | $703.44M | 25 | 2026-08-12 |
| 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 |
| Mountain Capital Investment Advisors Inc. | TX | $702.19M | 95 | 2026-07-14 |
| Summit Wealth Partners, LLC | CO | $701.92M | 280 | 2026-08-03 |
| 12th Street Asset Management Company, LLC | TN | $701.82M | 32 | 2026-08-13 |
| Strategic Global Advisors, LLC | MA | $701.76M | 129 | 2026-08-14 |
| Atlas Wealth LLC | OH | $701.44M | 178 | 2026-07-28 |
| OAK HILL ADVISORS LP | NY | $700.91M | 12 | 2026-08-14 |
| American Money Management, LLC | CA | $700.16M | 174 | 2026-08-13 |
| BWCP, LP | TX | $700.12M | 24 | 2026-08-14 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | FL | $699.76M | 77 | 2026-07-24 |
| LARCH CAPITAL PARTNERS LLC | FL | $699.57M | 58 | 2026-08-17 |
| Probity Advisors, Inc. | TX | $699.21M | 232 | 2026-07-31 |
| FIDUCIENT ADVISORS LLC | IL | $698.41M | 153 | 2026-08-07 |
| Tarbox Family Office, Inc. | CA | $698.17M | 96 | 2026-08-03 |
| Princeton Global Asset Management LLC | NJ | $697.85M | 831 | 2026-07-16 |
| DV EQUITIES, LLC | — | $697.67M | 107 | 2026-08-14 |
| Saturn V Capital Management LP | TX | $697.47M | 23 | 2026-08-14 |
| Mraz, Amerine & Associates, Inc. | CA | $697.12M | 199 | 2026-07-16 |
| FINANCIAL MANAGEMENT NETWORK INC | CA | $696.81M | 211 | 2026-08-06 |
| Crane Advisory, LLC | CA | $696.59M | 55 | 2026-07-20 |
| Brickley Wealth Management | CA | $696.37M | 68 | 2026-07-14 |
| IPG Investment Advisors LLC | CA | $695.86M | 269 | 2026-08-12 |
| Affiance Financial, LLC | MN | $695.44M | 111 | 2026-07-09 |
| Cornerstone Management, Inc. | VA | $695.06M | 67 | 2026-07-16 |
| Deltroit Asset Management (UK) LLP | — | $694.64M | 34 | 2026-08-14 |
| Aspen Grove Capital, LLC | CO | $694.48M | 214 | 2026-08-14 |
| Volterra Technologies LP | NY | $694.42M | 303 | 2026-08-14 |
| Rule One Partners, LLC | GA | $694.09M | 14 | 2026-08-14 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | NC | $693.88M | 172 | 2026-07-29 |
| Black Swift Group, LLC | CO | $692.00M | 143 | 2026-08-13 |
| PERSONAL CFO SOLUTIONS, LLC | NJ | $691.91M | 529 | 2026-08-07 |
| CORTLAND ASSOCIATES INC/MO | GA | $691.79M | 62 | 2026-07-28 |
| Blue Fin Capital, Inc. | RI | $691.76M | 164 | 2026-08-04 |
| SeaBridge Investment Advisors LLC | NJ | $691.59M | 188 | 2026-07-17 |
| Capital Planning Advisors, LLC | CA | $691.56M | 146 | 2026-05-14 |
| Wealth Alliance Advisory Group, LLC | NY | $691.39M | 203 | 2026-07-23 |
| Ionic Capital Management LLC | NY | $690.34M | 120 | 2026-08-14 |
| CHICAGO TRUST Co NA | — | $690.14M | 662 | 2026-07-16 |
| Heirloom Wealth Management | CO | $690.02M | 61 | 2026-08-03 |
| Boston Standard Wealth Management, LLC | MA | $689.34M | 59 | 2026-07-06 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | NY | $687.60M | 316 | 2026-08-12 |
| Encompass More Asset Management | CA | $687.34M | 283 | 2026-07-14 |
| PETTYJOHN, WOOD & WHITE, INC | VA | $687.33M | 222 | 2026-08-12 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | NJ | $686.52M | 383 | 2026-07-21 |
| Community Financial Services Group, LLC | — | $686.35M | 671 | 2026-07-09 |
| Marshall Financial Group, LLC | PA | $685.71M | 311 | 2026-07-20 |
| TOEWS CORP /ADV | NJ | $685.71M | 151 | 2026-08-10 |
| Blume Capital Management, Inc. | CA | $683.71M | 359 | 2026-07-27 |
| BURLING WEALTH PARTNERS, LLC | IL | $683.37M | 180 | 2026-08-04 |
| Asset Management Group, Inc. | — | $683.25M | 138 | 2026-08-14 |
| CALTON & ASSOCIATES, INC. | FL | $682.84M | 419 | 2026-08-10 |
| Calydon Capital | TN | $682.56M | 277 | 2026-08-14 |
| Beacon Capital Management, LLC | OH | $682.52M | 175 | 2026-07-29 |
| WILSEY ASSET MANAGEMENT INC | CA | $680.96M | 28 | 2026-07-08 |
| Bell Investment Advisors, Inc | — | $680.83M | 1820 | 2026-08-07 |
| Oliver Luxxe Assets LLC | NJ | $680.34M | 199 | 2026-07-09 |
| Peak Asset Management, LLC | CA | $680.21M | 181 | 2026-08-14 |
| First Bank & Trust | — | $680.02M | 416 | 2026-07-09 |
| SevenBridge Financial Group, LLC | PA | $679.82M | 212 | 2026-08-12 |
| Citizens National Bank Trust Department | — | $679.72M | 381 | 2026-07-22 |
| Spectrum Financial Alliance Ltd LLC | KY | $679.48M | 32 | 2026-07-22 |
| BOURGEON CAPITAL MANAGEMENT LLC | CT | $679.19M | 104 | 2026-07-22 |
| Maia Wealth LLC | CO | $678.92M | 357 | 2026-07-28 |
| Huber Capital Management LLC | IL | $678.52M | 99 | 2026-08-12 |
| Atlas Legacy Advisors, LLC | CA | $677.55M | 319 | 2026-07-31 |
| ASHTON THOMAS SECURITIES, LLC | NY | $677.09M | 378 | 2026-07-27 |
| DELTEC ASSET MANAGEMENT LLC | NY | $677.02M | 264 | 2026-07-21 |
| Elwood & Goetz Wealth Advisory Group, LLC | GA | $675.99M | 148 | 2026-08-13 |
| Tempo Wealth, LLC | OH | $675.20M | 237 | 2026-07-27 |
| CADINHA & CO LLC | HI | $675.15M | 107 | 2026-07-28 |
| Bellwether Advisors, LLC | NE | $675.04M | 167 | 2026-08-14 |
| Carrera Capital Advisors | MI | $674.85M | 210 | 2026-08-03 |
| WPWealth LLP | TX | $673.88M | 103 | 2026-08-10 |
| ORRSTOWN FINANCIAL SERVICES INC | — | $673.66M | 124 | 2026-07-10 |
| Vertex Planning Partners, LLC | IL | $673.46M | 159 | 2026-08-14 |
| Truvestments Capital LLC | FL | $673.15M | 1150 | 2026-08-12 |
| PAX Financial Group, LLC | TX | $672.96M | 207 | 2026-08-05 |
| MYDA Advisors LLC | NY | $671.87M | 181 | 2026-08-13 |
| Curran Financial Partners, LLC | SC | $671.81M | 140 | 2026-08-12 |
| MA Private Wealth | CA | $671.36M | 88 | 2026-07-28 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | KS | $671.34M | 197 | 2026-07-20 |
| Avenir Tech Ltd | — | $670.96M | 32 | 2026-08-14 |
| Armbruster Capital Management, Inc. | NY | $670.79M | 125 | 2026-07-16 |
| Square Wave Capital, LLC | NY | $670.30M | 11 | 2026-08-14 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | MD | $670.06M | 79 | 2026-07-20 |
| STRATEGY ASSET MANAGERS LLC | CA | $669.72M | 265 | 2026-08-14 |
| Verum Partners LLC | NC | $668.62M | 202 | 2026-07-22 |
| Montecito Bank & Trust | — | $668.41M | 446 | 2026-07-16 |
| General Pension Society PZU Joint Stock Co | — | $668.15M | 16 | 2026-08-10 |
| TSG Advice Partners, LLC | OH | $667.39M | 135 | 2026-04-24 |
| Annis Gardner Whiting Capital Advisors, LLC | FL | $666.28M | 349 | 2026-08-10 |
| CAPITAL MANAGEMENT CORP /VA | — | $666.25M | 72 | 2026-07-29 |
| Cynosure Group, LLC | UT | $665.53M | 374 | 2026-08-05 |
| ADVOCATE GROUP LLC | MN | $665.14M | 122 | 2026-07-17 |
| CANTILLON CAPITAL MANAGEMENT LLC | NY | $665.11M | 27 | 2026-07-29 |
| Advisory Resource Group | CA | $664.96M | 183 | 2026-07-14 |
| Blue Owl Capital Holdings LP | — | $664.51M | 76 | 2026-08-11 |
| San Luis Wealth Advisors LLC | — | $664.43M | 187 | 2026-07-16 |
| Citizens Business Bank | — | $664.08M | 234 | 2026-08-03 |
| MCMORGAN & CO LLC | CA | $664.04M | 37 | 2026-08-14 |
| Capital Group Investment Management Pte. Ltd. | — | $663.55M | 143 | 2026-08-12 |
| Pacific Capital Wealth Advisors, Inc. | CA | $663.35M | 92 | 2026-07-09 |
| Overbrook Management Corp | NY | $663.00M | 68 | 2026-07-30 |
| Wick Capital Partners, LLC | PA | $662.71M | 251 | 2026-08-14 |
| DUDLEY & SHANLEY, INC. | FL | $662.29M | 38 | 2026-07-09 |
| Brady Martz Wealth Solutions, LLC | ND | $662.01M | 228 | 2026-07-23 |
| Factor Wealth Management LTD | IL | $661.50M | 170 | 2026-07-08 |
| Wealthstream Advisors, Inc. | NY | $661.33M | 204 | 2025-11-06 |
| Providence Capital Advisors, LLC | RI | $660.48M | 385 | 2026-08-11 |
| Beck Bode, LLC | MA | $660.47M | 109 | 2026-08-13 |
| Ellis Investment Partners, LLC | PA | $659.97M | 285 | 2026-08-05 |
| Fourth Sail Capital LP | FL | $659.89M | 26 | 2026-08-05 |
| Partners in Financial Planning | VA | $659.52M | 131 | 2026-08-10 |
| MinichMacGregor Wealth Management, LLC | NY | $659.19M | 150 | 2026-07-16 |
| Essex LLC | MA | $658.75M | 180 | 2026-07-24 |
| West Financial Advisors, LLC | IA | $658.51M | 224 | 2026-07-08 |
| Mengis Capital Management, Inc. | OR | $657.67M | 218 | 2026-07-28 |
| Allen Mooney & Barnes Investment Advisors LLC | — | $657.55M | 152 | 2026-07-13 |
| MITCHELL CAPITAL MANAGEMENT CO | KS | $657.48M | 117 | 2026-07-30 |
| Alpha Omega Wealth Management LLC | VA | $657.01M | 208 | 2026-07-20 |
| Ritter Daniher Financial Advisory LLC / DE | OH | $656.81M | 606 | 2026-07-14 |
| CMH Wealth Management LLC | NH | $655.46M | 117 | 2026-07-09 |
| Clear Trail Advisors, LLC | TX | $655.17M | 161 | 2026-07-21 |
| Sovereign Financial Group, Inc. | AZ | $654.39M | 386 | 2026-07-24 |
| WealthShield Partners, LLC | NC | $653.81M | 379 | 2026-08-12 |
| Marble Wealth, LLC | AL | $653.27M | 234 | 2026-08-07 |
| Crawford Fund Management, LLC | MA | $652.86M | 447 | 2026-08-14 |
| Stamos Capital Partners, L.P. | CA | $652.55M | 140 | 2026-08-13 |
| Nordwand Advisors, LLC | PA | $652.24M | 146 | 2026-08-07 |
| Three Arch Wealth Management LLC | CA | $651.95M | 69 | 2026-08-06 |