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
3001–3250 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 |
|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | OK | $605.11M | 313 | 2026-05-08 |
| ERn Financial, LLC | WI | $604.32M | 161 | 2026-07-23 |
| Perkins Coie Trust Co | — | $603.28M | 260 | 2026-07-09 |
| Intrinsic Edge Capital Management LLC | IL | $602.72M | 111 | 2026-05-18 |
| Family Investment Center, Inc. | MO | $602.20M | 120 | 2026-07-23 |
| Elk River Wealth Management LLC | CO | $602.17M | 99 | 2026-04-17 |
| BRASS TAX WEALTH MANAGEMENT, INC | OH | $601.54M | 246 | 2025-11-14 |
| PRECEDENT WEALTH PARTNERS, LLC | TX | $601.38M | 207 | 2026-07-21 |
| Onex Canada Asset Management Inc. | — | $601.14M | 78 | 2026-05-15 |
| Marotta Asset Management | VA | $600.93M | 103 | 2026-07-09 |
| LONE PEAK GLOBAL INVESTORS LLC | UT | $600.44M | 42 | 2026-05-15 |
| Beverly Hills Private Wealth, LLC | CA | $600.32M | 499 | 2026-05-04 |
| RPg Family Wealth Advisory, LLC | MA | $599.64M | 146 | 2026-08-05 |
| Warberg Asset Management LLC | IL | $599.63M | 192 | 2026-05-07 |
| GSK plc | — | $599.15M | 13 | 2026-05-14 |
| Whitaker-Myers Wealth Managers, LTD. | OH | $598.76M | 113 | 2026-07-09 |
| Systelligence, LLC | MN | $598.72M | 62 | 2026-07-14 |
| Sterling Investment Advisors, Ltd. | NC | $598.70M | 228 | 2026-07-28 |
| Iowa State Bank | — | $598.39M | 120 | 2026-07-28 |
| Stanley Capital Management, LLC | TX | $598.27M | 40 | 2026-05-12 |
| Financial Strategies Group, Inc. | IL | $597.76M | 101 | 2026-05-08 |
| Estuary Capital Management LP | MN | $597.66M | 22 | 2026-05-15 |
| Meiji Yasuda America Inc | — | $597.57M | 57 | 2026-07-28 |
| Te Ahumairangi Investment Management Ltd | — | $597.04M | 86 | 2026-05-15 |
| Balboa Wealth Partners | AZ | $596.18M | 455 | 2026-04-16 |
| WEST PACES ADVISORS INC. | GA | $596.03M | 765 | 2026-07-20 |
| ABLE Financial Group, LLC | AZ | $595.87M | 222 | 2026-07-22 |
| Phraction Management LLC | CT | $595.54M | 66 | 2026-07-20 |
| Rockport Wealth LLC | OH | $595.27M | 110 | 2026-07-27 |
| SOA Wealth Advisors, LLC. | NY | $595.06M | 892 | 2026-07-21 |
| Bornite Capital Management LP | NY | $594.77M | 17 | 2026-05-15 |
| Covenant Asset Management, LLC | TN | $594.59M | 164 | 2026-07-20 |
| Edge Wealth Management LLC | NY | $593.95M | 87 | 2026-07-09 |
| KIRR MARBACH & CO LLC /IN/ | — | $593.77M | 57 | 2026-07-14 |
| ALM First Financial Advisors, LLC | TX | $593.62M | 22 | 2026-07-10 |
| JMAC ENTERPRISES LLC | PA | $593.47M | 122 | 2026-07-28 |
| Astoria Portfolio Advisors LLC. | NY | $592.98M | 360 | 2026-07-28 |
| Matthew Goff Investment Advisor, LLC | TX | $592.62M | 91 | 2026-07-08 |
| 12 West Capital Management LP | NY | $592.38M | 20 | 2026-05-15 |
| STUDIO INVESTMENT MANAGEMENT LLC | IL | $591.71M | 181 | 2026-07-31 |
| Land & Buildings Investment Management, LLC | CT | $591.37M | 20 | 2026-05-15 |
| Sunriver Management LLC | CT | $591.35M | 18 | 2026-05-14 |
| Beck Bode, LLC | MA | $590.95M | 100 | 2026-05-07 |
| DUNCKER STREETT & CO INC | — | $590.78M | 521 | 2026-07-28 |
| Catalyst Funds Management Pty Ltd | — | $590.61M | 586 | 2026-05-11 |
| Partners in Financial Planning | VA | $590.60M | 115 | 2026-02-02 |
| Bellwether Advisors, LLC | NE | $590.18M | 159 | 2026-05-12 |
| Fourthstone LLC | MO | $589.98M | 62 | 2026-05-15 |
| MIG Capital, LLC | CA | $589.44M | 43 | 2026-02-17 |
| Elwood & Goetz Wealth Advisory Group, LLC | GA | $589.14M | 138 | 2026-05-01 |
| Aspen Wealth Management LLC | TX | $588.75M | 132 | 2026-07-31 |
| DIADEMA PARTNERS LP | NJ | $587.74M | 144 | 2026-05-15 |
| MARTIN & CO INC /TN/ | TN | $587.42M | 101 | 2026-05-14 |
| WestHill Financial Advisors, Inc. | CA | $587.31M | 82 | 2026-07-21 |
| Premier Financial Group | CA | $587.26M | 46 | 2026-05-06 |
| Frec Markets, Inc. | — | $587.24M | 644 | 2026-05-14 |
| Curbstone Financial Management Corp | NH | $586.99M | 215 | 2026-07-14 |
| MFA WEALTH ADVISORS, LLC | PA | $586.68M | 99 | 2026-07-13 |
| Running Oak Capital LLC | MN | $586.53M | 118 | 2026-07-30 |
| PAX Financial Group, LLC | TX | $586.23M | 199 | 2026-04-27 |
| High Note Wealth, LLC | MN | $586.17M | 959 | 2026-07-23 |
| Bernardo Wealth Planning LLC | PA | $585.38M | 139 | 2026-07-27 |
| Talos Eurisko Asset Management LP | NY | $585.26M | 23 | 2026-05-14 |
| RETIREMENT INCOME SOLUTIONS, INC | MI | $585.09M | 173 | 2026-05-04 |
| Capital Group Investment Management Pte. Ltd. | — | $584.98M | 140 | 2026-05-13 |
| Huntleigh Advisors, Inc. | MO | $584.90M | 282 | 2026-04-21 |
| KTF INVESTMENTS, LLC | CA | $584.24M | 91 | 2026-05-04 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | NY | $583.95M | 367 | 2026-04-22 |
| Hobart Private Capital, LLC | NC | $582.88M | 296 | 2026-07-06 |
| IPG Investment Advisors LLC | CA | $582.27M | 244 | 2026-05-12 |
| D L CARLSON INVESTMENT GROUP INC | — | $581.80M | 135 | 2026-05-13 |
| Great Diamond Partners, LLC | ME | $581.75M | 238 | 2026-07-17 |
| Liberty Capital Management, Inc. | MI | $581.75M | 184 | 2026-07-17 |
| Cambridge Advisors Inc. | MA | $581.68M | 183 | 2026-07-16 |
| Cedar Mountain Advisors, LLC | OR | $580.73M | 1175 | 2026-07-02 |
| JB CAPITAL PARTNERS LP | CT | $580.51M | 85 | 2026-05-14 |
| AEGIS FINANCIAL CORP | NY | $580.48M | 37 | 2026-05-13 |
| McNamara Financial Services, Inc. | MA | $579.74M | 104 | 2026-07-22 |
| Praetorian Wealth Management, Inc. | CA | $579.59M | 84 | 2026-07-08 |
| EFG Asset Management (Americas) Corp. | — | $579.16M | 146 | 2025-11-14 |
| Abel Hall, LLC | LA | $578.70M | 955 | 2026-07-24 |
| Rezny Wealth Management, Inc. | FL | $578.60M | 37 | 2026-07-17 |
| Bleichroeder LP | NY | $578.57M | 81 | 2026-05-14 |
| Professional Financial Advisors, LLC | NE | $578.12M | 146 | 2026-07-09 |
| Allegiance Financial Group Advisory Services LLC | VA | $577.59M | 205 | 2026-07-27 |
| Webs Creek Capital Management LP | TX | $577.52M | 14 | 2026-05-15 |
| Ellis Investment Partners, LLC | PA | $576.32M | 268 | 2026-05-12 |
| Simcoe Capital Management, LLC | NY | $576.17M | 15 | 2026-05-14 |
| Kozak & Associates, Inc. | — | $576.14M | 451 | 2026-07-02 |
| GOULD ASSET MANAGEMENT LLC /CA/ | CA | $575.72M | 171 | 2026-05-06 |
| Patten Group, Inc. | TN | $575.28M | 296 | 2026-04-24 |
| Columbia Asset Management | MA | $575.23M | 168 | 2026-07-21 |
| Solidarity Wealth, LLC | UT | $574.24M | 93 | 2026-07-31 |
| Intelligence Driven Advisers, LLC | CA | $573.60M | 130 | 2026-05-15 |
| CIBC Capital Markets (Europe) S.A. | — | $573.36M | 10 | 2025-11-06 |
| Blue Zone Wealth Advisors, LLC | CA | $572.78M | 125 | 2026-07-14 |
| LYNCH & ASSOCIATES/IN | IN | $572.51M | 129 | 2026-07-13 |
| Eagle Health Investments LP | CT | $571.79M | 28 | 2026-05-15 |
| Nordwand Advisors, LLC | PA | $571.74M | 150 | 2026-05-07 |
| FOX RUN MANAGEMENT, L.L.C. | CT | $571.61M | 856 | 2026-05-12 |
| McLean Asset Management Corp | VA | $571.56M | 165 | 2026-04-22 |
| Marble Wealth, LLC | AL | $571.39M | 222 | 2026-05-14 |
| Black Swift Group, LLC | CO | $571.05M | 117 | 2026-04-24 |
| Southland Equity Partners LLC | — | $571.01M | 306 | 2026-07-13 |
| Sanchez Wealth Management Group | FL | $570.70M | 52 | 2026-07-27 |
| XXEC, Inc. | OK | $570.58M | 23 | 2026-04-24 |
| Tulsa Wealth Advisors, INC | OK | $570.37M | 150 | 2026-05-11 |
| New World Advisors LLC | MA | $568.79M | 83 | 2026-04-27 |
| CHAPIN DAVIS, INC. | MD | $568.58M | 256 | 2026-07-07 |
| Single Point Partners, LLC | MA | $568.02M | 103 | 2026-07-16 |
| Broad Run Investment Management, LLC | VA | $567.86M | 24 | 2026-05-15 |
| Peak Asset Management, LLC | CA | $566.87M | 148 | 2026-05-15 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | WA | $566.74M | 235 | 2026-04-28 |
| Clarity Wealth Advisors, LLC | CA | $566.73M | 117 | 2026-07-24 |
| SATOVSKY ASSET MANAGEMENT LLC | NY | $566.50M | 73 | 2026-05-14 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | MA | $566.08M | 391 | 2026-07-09 |
| Legacy Trust | PA | $565.60M | 210 | 2026-07-31 |
| BetterWealth, LLC | CA | $565.26M | 86 | 2026-07-22 |
| OPAL CAPITAL LLC | FL | $564.67M | 141 | 2026-05-18 |
| Lavaca Capital LLC | TX | $564.37M | 286 | 2026-05-13 |
| Financial Advisors, LLC | — | $564.33M | 80 | 2025-11-07 |
| KAHN BROTHERS GROUP INC | NY | $564.07M | 48 | 2026-05-08 |
| Adventist Health System/ West | — | $563.92M | 13 | 2026-05-12 |
| Patient Square Capital LP | CA | $563.61M | 29 | 2026-05-15 |
| ThornTree Capital Partners LP | MA | $563.53M | 16 | 2026-05-15 |
| KKM Financial LLC | IL | $563.18M | 168 | 2026-05-15 |
| Asset Allocation Strategies LLC | MI | $563.07M | 167 | 2026-04-22 |
| MANCHESTER FINANCIAL INC | VT | $562.56M | 145 | 2026-07-17 |
| Tradewinds Capital Management, LLC | WA | $562.55M | 715 | 2026-07-24 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | IL | $562.55M | 127 | 2026-05-08 |
| Garrett Wealth Advisory Group, LLC | TX | $562.43M | 134 | 2026-04-27 |
| Portfolio Design Labs, LLC | CA | $562.31M | 232 | 2026-05-11 |
| Addison Capital Co | PA | $562.18M | 182 | 2026-04-29 |
| Lincoln Capital LLC | PA | $562.00M | 137 | 2026-07-07 |
| Financial Gravity Asset Management, Inc. | TX | $561.97M | 973 | 2026-05-08 |
| Maytus Capital Management, LLC | NY | $561.94M | 62 | 2026-05-15 |
| DRIVE WEALTH MANAGEMENT, LLC | UT | $561.02M | 880 | 2026-07-22 |
| WESPAC Advisors SoCal, LLC | CA | $560.34M | 122 | 2026-07-16 |
| Oakwell Private Wealth Management, LLC | TX | $560.20M | 79 | 2026-05-01 |
| Newbrook Capital Advisors LP | NY | $560.14M | 16 | 2026-05-15 |
| Riggs Asset Managment Co. Inc. | — | $560.11M | 132 | 2026-07-29 |
| EQUITEC PROPRIETARY MARKETS, LLC | — | $559.32M | 98 | 2026-07-20 |
| Delta Investment Management, LLC | NY | $558.81M | 273 | 2026-05-13 |
| Investors Research Corp | GA | $558.78M | 805 | 2026-07-10 |
| Curran Financial Partners, LLC | SC | $558.58M | 127 | 2026-04-15 |
| Wealth Dimensions Group, Ltd. | OH | $558.31M | 179 | 2026-07-22 |
| Strong Tower Advisory Services | MN | $558.06M | 94 | 2026-07-13 |
| Stone House Investment Management, LLC | PA | $558.05M | 1069 | 2026-04-22 |
| THAMES CAPITAL MANAGEMENT LLC | NJ | $557.89M | 43 | 2026-05-12 |
| Quarry LP | NY | $557.54M | 1364 | 2026-05-15 |
| DV EQUITIES, LLC | — | $557.51M | 756 | 2026-02-17 |
| Cander Asset Management LP | NY | $557.11M | 43 | 2026-05-15 |
| MOODY ALDRICH PARTNERS LLC | MA | $556.60M | 175 | 2026-07-15 |
| Three Arch Wealth Management LLC | CA | $556.13M | 61 | 2026-05-06 |
| Foresight Group Ltd Liability Partnership | — | $555.76M | 62 | 2026-07-27 |
| Westchester Capital Management, Inc. | NY | $555.40M | 46 | 2026-07-23 |
| Heirloom Wealth Management | CO | $555.10M | 87 | 2026-04-15 |
| BCS Wealth Management | — | $555.10M | 270 | 2026-07-16 |
| Moment Partners, LLC | CA | $554.91M | 101 | 2026-07-29 |
| Founders Financial Alliance, LLC | NC | $554.89M | 735 | 2026-05-11 |
| Truvestments Capital LLC | FL | $554.50M | 1176 | 2026-05-13 |
| Bricktown Capital, LLC | MI | $553.47M | 28 | 2026-07-15 |
| Trivium Point Advisory, LLC | CT | $553.22M | 270 | 2026-04-21 |
| MOLLER WEALTH PARTNERS | IL | $552.82M | 75 | 2026-07-15 |
| Crossingbridge Advisors, LLC | NY | $552.75M | 160 | 2026-05-14 |
| Saturn V Capital Management LP | TX | $552.22M | 21 | 2026-05-15 |
| Triumph Capital Management | CO | $552.03M | 1861 | 2026-07-21 |
| Triata Capital Ltd | — | $551.82M | 14 | 2026-05-14 |
| BRANDYWINE TRUST CO | PA | $551.77M | 31 | 2026-05-14 |
| Integrated Quantitative Investments LLC | WA | $551.29M | 385 | 2026-05-13 |
| Genoa Capital Gestora de Recursos Ltda. | — | $551.18M | 15 | 2026-07-24 |
| Sensible Financial Planning & Management, LLC. | MA | $550.65M | 31 | 2025-11-05 |
| KICKSTAND VENTURES, LLC. | NY | $550.31M | 154 | 2026-07-30 |
| Bienville Capital Management, LLC | NY | $550.03M | 74 | 2026-05-14 |
| LANDAAS & CO /WI /ADV | WI | $549.65M | 149 | 2026-07-21 |
| Harbour Capital Advisors, LLC | WI | $549.12M | 299 | 2026-07-15 |
| LMG Wealth Partners, LLC | LA | $548.74M | 154 | 2026-04-17 |
| AdvisorShares Investments LLC | MD | $548.70M | 280 | 2026-04-28 |
| ROWLANDMILLER & PARTNERS.ADV | — | $548.59M | 195 | 2026-07-23 |
| Wick Capital Partners, LLC | PA | $548.25M | 231 | 2026-05-15 |
| EWA, LLC | PA | $548.09M | 332 | 2026-07-14 |
| Clare Market Investments LLC | TX | $548.07M | 174 | 2026-07-27 |
| Harvest Investment Services, LLC | IL | $546.68M | 346 | 2026-05-15 |
| AIRE ADVISORS, LLC | CA | $546.65M | 167 | 2026-05-06 |
| VeraBank, N.A. | — | $546.32M | 250 | 2026-05-12 |
| Lantz Financial LLC | IL | $546.15M | 259 | 2026-07-09 |
| Stordahl Capital Management, Inc. | CO | $545.95M | 68 | 2026-07-14 |
| BRASADA CAPITAL MANAGEMENT, LP | TX | $545.14M | 145 | 2026-05-15 |
| Drummond Knight Asset Management Pty Ltd | — | $544.85M | 16 | 2026-07-15 |
| Financial Security Advisor, Inc. | — | $544.45M | 160 | 2026-05-04 |
| Riverpoint Wealth Management Holdings, LLC | IL | $544.30M | 61 | 2026-07-27 |
| Broad Peak Investment Advisers Pte Ltd | — | $544.10M | 21 | 2026-07-30 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | CA | $544.09M | 97 | 2026-05-12 |
| Westover Capital Advisors, LLC | DE | $543.41M | 235 | 2026-05-05 |
| COERENTE CAPITAL MANAGEMENT | — | $543.26M | 43 | 2026-07-22 |
| Madrona Financial Services, LLC | WA | $542.59M | 143 | 2026-07-17 |
| Monaco Asset Management SAM | — | $542.35M | 66 | 2026-05-11 |
| Broderick Brian C | — | $542.35M | 350 | 2026-05-07 |
| LOUISBOURG INVESTMENTS INC. | — | $542.06M | 210 | 2026-07-23 |
| CV Advisors LLC | FL | $541.88M | 134 | 2026-07-21 |
| CHEMUNG CANAL TRUST CO | — | $541.21M | 201 | 2026-07-15 |
| DAGCO, INC. | OH | $541.06M | 117 | 2026-07-10 |
| Caitong International Asset Management Co., Ltd | — | $540.96M | 2563 | 2026-05-11 |
| Wagner Wealth Management, LLC | CO | $540.58M | 282 | 2026-07-24 |
| Regent Peak Wealth Advisors LLC | GA | $540.13M | 221 | 2026-07-10 |
| Francis Financial, Inc. | NY | $539.42M | 214 | 2026-05-07 |
| Mascoma Wealth Management LLC | NH | $539.32M | 609 | 2026-07-24 |
| GoalVest Advisory LLC | NY | $539.12M | 500 | 2026-07-09 |
| Palidye Holdings (Caymans) Ltd | — | $538.96M | 15 | 2026-05-15 |
| MAYPORT, LLC | — | $537.96M | 130 | 2026-04-21 |
| CoreCommodity Management, LLC | CT | $537.95M | 120 | 2026-05-15 |
| Manitou Investment Management Ltd. | — | $537.92M | 48 | 2026-07-07 |
| MAGNOLIA GROUP, LLC | MS | $537.51M | 12 | 2026-04-24 |
| Gibson Capital, LLC | PA | $537.25M | 132 | 2026-04-17 |
| BANC FUNDS CO LLC | IL | $537.19M | 97 | 2026-05-14 |
| Hazelview Securities Inc. | — | $537.19M | 45 | 2026-05-14 |
| Rosenberg Matthew Hamilton | — | $536.76M | 792 | 2026-07-17 |
| Requisite Capital Management, LLC | TX | $536.70M | 114 | 2026-05-14 |
| America First Investment Advisors, LLC | NE | $536.47M | 41 | 2026-05-08 |
| M. Kulyk & Associates, LLC | — | $535.80M | 119 | 2026-05-06 |
| CORRECT CAPITAL WEALTH MANAGEMENT | MO | $535.69M | 109 | 2026-05-05 |
| Shulman DeMeo Asset Management LLC | NY | $535.00M | 146 | 2026-07-08 |
| SAGE RHINO CAPITAL LLC | CA | $534.61M | 330 | 2026-04-28 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | CA | $534.23M | 24 | 2026-05-15 |
| Sanofi | — | $534.04M | 10 | 2026-07-28 |
| OAK HILL WEALTH ADVISORS, LLC | VA | $533.65M | 148 | 2025-10-30 |
| Paradice Investment Management LLC | — | $532.37M | 23 | 2026-05-15 |
| 3Chopt Investment Partners, LLC | VA | $532.10M | 274 | 2026-07-29 |
| Proactive Wealth Strategies LLC | GA | $532.02M | 210 | 2026-04-29 |
| Interchange Capital Partners, LLC | PA | $531.68M | 430 | 2026-07-20 |
| Kapitalo Investimentos Ltda | — | $531.50M | 57 | 2026-05-07 |
| NORTHSTAR ASSET MANAGEMENT Co | MN | $530.83M | 262 | 2026-07-27 |
| Long Run Wealth Advisors, LLC | NY | $530.69M | 106 | 2026-02-02 |
| USA FINANCIAL FORMULAS | MI | $530.50M | 437 | 2026-04-14 |
| OLD SECOND NATIONAL BANK OF AURORA | — | $530.50M | 387 | 2026-07-21 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | NY | $530.49M | 383 | 2026-07-14 |
| Alliance Wealth Advisors, LLC /UT | PA | $530.31M | 235 | 2026-07-23 |
| Ballast, Inc. | KY | $530.23M | 156 | 2026-07-10 |
| New Hampshire Trust | — | $530.19M | 301 | 2026-07-27 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | KS | $530.17M | 173 | 2026-07-09 |
| ELEMENT POINTE ADVISORS, LLC | FL | $529.96M | 86 | 2026-05-07 |
| Bridgewealth Advisory Group, LLC | CA | $529.86M | 141 | 2026-07-27 |
| DMKC Advisory Services, LLC | IA | $529.63M | 92 | 2026-07-07 |
| J. Derek Lewis & Associates Inc. | CA | $529.25M | 216 | 2026-07-31 |
| Keudell/Morrison Wealth Management | — | $529.23M | 260 | 2026-07-15 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | — | $528.56M | 111 | 2026-07-13 |
| Paragon Capital Management Ltd | CO | $527.99M | 223 | 2026-07-29 |
| Second Line Capital, LLC | LA | $527.98M | 185 | 2026-05-15 |
| Global Wealth Strategies & Associates | CO | $527.58M | 97 | 2026-07-01 |
| FIRST NATIONAL CORP /MA/ /ADV | NE | $527.48M | 174 | 2025-10-28 |