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
3001–3250 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 |
|---|---|---|---|---|
| PRESILIUM PRIVATE WEALTH, LLC | PA | $651.42M | 96 | 2026-07-22 |
| Garrett Wealth Advisory Group, LLC | TX | $650.55M | 150 | 2026-08-04 |
| BlueSpruce Investments, LP | IL | $650.38M | 18 | 2026-08-14 |
| Gibraltar Capital Management, Inc. | OK | $650.27M | 125 | 2026-07-20 |
| Broad Run Investment Management, LLC | VA | $649.75M | 24 | 2026-08-14 |
| Onex Canada Asset Management Inc. | — | $649.28M | 80 | 2026-08-14 |
| Perennial Advisors, LLC | CA | $649.22M | 138 | 2026-07-13 |
| Asset Allocation Strategies LLC | MI | $649.08M | 177 | 2026-08-17 |
| Goodman Financial Corp | TX | $646.97M | 73 | 2026-07-29 |
| Harvest Investment Services, LLC | IL | $646.87M | 383 | 2026-08-14 |
| JB CAPITAL PARTNERS LP | CT | $646.39M | 87 | 2026-08-11 |
| Broderick Brian C | — | $646.11M | 346 | 2026-08-11 |
| Point72 Asia (Singapore) Pte. Ltd. | — | $645.84M | 864 | 2025-11-14 |
| Concord Asset Management, LLC/VA | NJ | $645.82M | 126 | 2026-07-27 |
| Legacy Financial Strategies, LLC | KS | $645.66M | 152 | 2026-07-21 |
| Advisors Preferred, LLC | MD | $645.64M | 222 | 2026-08-11 |
| Patient Square Capital LP | CA | $645.52M | 23 | 2026-08-12 |
| Waterfront Wealth Inc. | KS | $645.49M | 298 | 2026-07-30 |
| MAYPORT, LLC | — | $644.81M | 134 | 2026-08-07 |
| Harfst & Associates, Inc. | WY | $643.40M | 124 | 2026-07-31 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | — | $643.33M | 215 | 2026-07-29 |
| Patten Group, Inc. | TN | $643.31M | 482 | 2026-08-06 |
| Centric Wealth Management | IL | $643.18M | 233 | 2026-08-06 |
| UPTICK PARTNERS, LLC | TX | $643.03M | 384 | 2026-08-10 |
| Foresite Capital Management VI LLC | — | $642.58M | 23 | 2026-08-14 |
| GenWealth Group, Inc. | NJ | $641.84M | 89 | 2026-07-10 |
| Wealth High Governance Asset Management Ltda. | — | $640.99M | 51 | 2026-07-09 |
| MARTIN & CO INC /TN/ | TN | $640.11M | 100 | 2026-08-12 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | IL | $640.04M | 139 | 2026-08-11 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | — | $639.10M | 40 | 2026-08-07 |
| NORRIS PERNE & FRENCH LLP/MI | MI | $638.79M | 65 | 2026-08-13 |
| Ironwood Financial, llc | CA | $638.74M | 179 | 2026-07-17 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | WA | $638.57M | 241 | 2026-08-07 |
| Scott Capital Advisors, LLC | OR | $638.51M | 66 | 2026-07-10 |
| FFT WEALTH MANAGEMENT LLC | PA | $638.25M | 100 | 2026-07-27 |
| Adventist Health System/ West | — | $638.13M | 12 | 2026-08-14 |
| Grey Fox Wealth Advisors, LLC | DE | $637.40M | 227 | 2026-07-17 |
| FARMERS TRUST CO | — | $637.00M | 203 | 2026-04-07 |
| Sky Investment Group LLC | CT | $636.94M | 146 | 2026-07-20 |
| Sunriver Management LLC | CT | $636.84M | 21 | 2026-08-13 |
| Leonard Rickey Investment Advisors P.L.L.C. | WA | $636.79M | 125 | 2026-07-23 |
| MILESTONE ASSET MANAGEMENT, LLC | WI | $636.04M | 330 | 2026-07-15 |
| Maytus Capital Management, LLC | NY | $635.73M | 62 | 2026-08-14 |
| Martel Wealth Advisors LLC | WA | $635.69M | 61 | 2026-07-13 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | ID | $635.37M | 146 | 2026-07-30 |
| Tetragon Partners GP Ltd | — | $635.06M | 43 | 2026-08-13 |
| Golden Reserve Retirement LLC | OH | $634.93M | 112 | 2026-08-04 |
| GOULD ASSET MANAGEMENT LLC /CA/ | CA | $634.78M | 176 | 2026-08-06 |
| Altiora Financial Group, LLC | — | $634.46M | 114 | 2026-08-10 |
| BOCHK Asset Management Ltd | — | $634.07M | 144 | 2026-07-31 |
| AEGIS FINANCIAL CORP | NY | $633.22M | 39 | 2026-08-12 |
| New Harbor Financial Group, LLC | IL | $632.91M | 68 | 2026-07-23 |
| GRIES FINANCIAL LLC | OH | $632.73M | 323 | 2025-10-22 |
| KAHN BROTHERS GROUP INC | NY | $632.67M | 48 | 2026-08-17 |
| Drucker Wealth 3.0, LLC | — | $632.33M | 569 | 2026-07-13 |
| JSF Financial, LLC | CA | $632.16M | 142 | 2026-07-28 |
| GRACE & WHITE INC /NY | NY | $632.00M | 133 | 2026-07-17 |
| Peak Retirement Planning, Inc. | OH | $631.63M | 194 | 2026-08-10 |
| Kesler, Norman & Wride, LLC | UT | $631.42M | 271 | 2026-07-23 |
| Generali Powszechne Towarzystwo Emerytalne | — | $631.07M | 25 | 2026-07-22 |
| Machina Capital S.A.S. | — | $631.05M | 368 | 2026-08-10 |
| Atlanta Consulting Group Advisors, LLC | GA | $630.80M | 185 | 2026-08-14 |
| Trails Edge Capital Partners, LP | GA | $629.91M | 35 | 2026-08-14 |
| St. James Investment Company, LLC | TX | $629.77M | 24 | 2026-08-11 |
| Stenger Family Office, LLC | IL | $629.36M | 132 | 2026-07-13 |
| Park Place Capital Corp | AL | $629.29M | 2370 | 2026-08-14 |
| Formidable Asset Management, LLC | OH | $628.77M | 387 | 2026-07-17 |
| D L CARLSON INVESTMENT GROUP INC | — | $628.15M | 133 | 2026-08-11 |
| RBO & CO LLC | CA | $628.13M | 56 | 2026-08-13 |
| MARINO, STRAM & ASSOCIATES LLC | MA | $627.76M | 202 | 2026-07-24 |
| Elk River Wealth Management LLC | CO | $627.71M | 103 | 2026-08-12 |
| Financial Strategies Group, Inc. | IL | $627.58M | 100 | 2026-08-11 |
| SATOVSKY ASSET MANAGEMENT LLC | NY | $627.18M | 74 | 2026-08-13 |
| PKS Advisory Services, LLC | NY | $626.58M | 380 | 2026-08-04 |
| Paradice Investment Management LLC | — | $626.53M | 21 | 2026-08-05 |
| BRIGHT VALLEY CAPITAL Ltd | — | $626.00M | 21 | 2026-08-13 |
| Fortis Group Advisors, LLC | KS | $625.94M | 706 | 2026-07-24 |
| LMG Wealth Partners, LLC | LA | $625.80M | 166 | 2026-08-12 |
| Bellecapital International Ltd. | — | $625.43M | 123 | 2026-07-22 |
| THIRD AVENUE MANAGEMENT LLC | NY | $625.34M | 55 | 2026-08-12 |
| RAM Investment Partners, LLC | WA | $625.27M | 127 | 2026-07-29 |
| Chemistry Wealth Management LLC | NY | $625.15M | 210 | 2026-07-09 |
| Avidity Partners Management LP | TX | $624.44M | 45 | 2026-08-14 |
| Davidson Capital Management Inc. | MT | $624.23M | 96 | 2026-07-28 |
| Spinnaker Investment Group, LLC | CA | $624.08M | 179 | 2026-07-10 |
| Pettinga Financial Advisors LLC | IN | $623.93M | 157 | 2026-07-09 |
| AMARILLO NATIONAL BANK | — | $623.84M | 156 | 2026-07-15 |
| Proactive Wealth Strategies LLC | GA | $623.16M | 222 | 2026-08-10 |
| TB Alternative Assets Ltd. | — | $623.05M | 34 | 2026-07-17 |
| TruNorth Capital Management, LLC | MI | $622.61M | 123 | 2026-07-23 |
| Parkwoods Wealth Partners, LLC | MO | $622.45M | 172 | 2026-07-27 |
| FLC Capital Advisors | CA | $621.70M | 236 | 2026-07-20 |
| ELEMENT POINTE ADVISORS, LLC | FL | $621.08M | 90 | 2026-08-07 |
| RIT CAPITAL PARTNERS PLC | — | $620.63M | 13 | 2026-08-11 |
| BRANDYWINE TRUST CO | PA | $620.57M | 33 | 2026-08-14 |
| Te Ahumairangi Investment Management Ltd | — | $619.95M | 86 | 2026-08-13 |
| Watts Gwilliam & Co., LLC | AZ | $619.79M | 242 | 2025-11-21 |
| Baker Chad R | — | $619.69M | 51 | 2026-07-16 |
| Performa Ltd (US), LLC | SC | $619.67M | 49 | 2026-08-03 |
| ROBOTTI ROBERT | — | $619.51M | 80 | 2026-08-10 |
| Great Point Wealth Advisors, LLC | MA | $619.16M | 70 | 2026-07-23 |
| Mason & Associates Inc | NY | $619.04M | 161 | 2026-07-23 |
| KCM Capital Inc | CA | $617.89M | 33 | 2026-08-12 |
| KEB ASSET MANAGEMENT, LLC | IL | $617.81M | 137 | 2026-07-14 |
| CacheTech Inc. | UT | $617.53M | 169 | 2026-08-11 |
| Halter Ferguson Financial Inc. | IN | $617.39M | 36 | 2026-08-03 |
| Sunburst Financial Group, LLC | AL | $617.31M | 134 | 2026-07-08 |
| SAGE RHINO CAPITAL LLC | CA | $617.21M | 385 | 2026-08-03 |
| SMI Advisory Services, LLC | IN | $617.02M | 86 | 2026-07-09 |
| PBMares Wealth Management LLC | VA | $616.93M | 196 | 2025-10-27 |
| Financial Gravity Companies, Inc. | — | $616.35M | 1040 | 2026-08-05 |
| Birnam Oak Advisors, LP | NY | $616.12M | 60 | 2026-08-14 |
| Intelligence Driven Advisers, LLC | CA | $615.99M | 140 | 2026-08-06 |
| Alpine Global Management, LLC | FL | $615.36M | 275 | 2026-08-14 |
| TLWM | TX | $614.94M | 77 | 2026-07-07 |
| Odyssean, LLC | — | $614.88M | 485 | 2026-08-14 |
| Financial Security Advisor, Inc. | — | $614.78M | 161 | 2026-08-11 |
| AIRE ADVISORS, LLC | CA | $614.72M | 179 | 2026-08-14 |
| All Terrain Financial Advisors, LLC | MN | $614.65M | 158 | 2026-08-11 |
| Conrad Siegel Investment Advisors, Inc. | PA | $614.62M | 74 | 2026-07-17 |
| Sands Capital Alternatives, LLC | VA | $613.55M | 24 | 2026-08-13 |
| Turim 21 Investimentos Ltda. | — | $613.26M | 122 | 2026-08-10 |
| Balefire, LLC | TX | $612.92M | 475 | 2026-07-07 |
| M. Kulyk & Associates, LLC | — | $612.87M | 113 | 2026-08-07 |
| Fonville Wealth Management LLC | VA | $612.33M | 147 | 2026-07-28 |
| Twele Capital Management, Inc. | MN | $612.26M | 40 | 2026-07-14 |
| JACOBSON & SCHMITT ADVISORS, LLC | WI | $612.15M | 81 | 2026-07-14 |
| SkyOak Wealth, LLC | MI | $612.09M | 252 | 2026-07-30 |
| West Wealth Group, LLC | CA | $611.27M | 143 | 2026-08-06 |
| Platform Technology Partners | NY | $611.19M | 394 | 2026-07-24 |
| Key FInancial Inc | PA | $610.56M | 1400 | 2026-07-24 |
| FRG Family Wealth Advisors LLC | — | $610.54M | 156 | 2026-04-24 |
| Integrated Quantitative Investments LLC | WA | $610.49M | 373 | 2026-08-14 |
| Addison Capital Co | PA | $610.38M | 184 | 2026-08-04 |
| Grant Street Asset Management, Inc. | PA | $610.37M | 92 | 2026-08-05 |
| CHILDRESS CAPITAL ADVISORS, LLC | TX | $610.36M | 378 | 2026-07-27 |
| Francis Financial, Inc. | NY | $610.36M | 250 | 2026-08-10 |
| Portfolio Design Labs, LLC | CA | $609.99M | 227 | 2026-08-11 |
| Gibson Capital, LLC | PA | $609.51M | 141 | 2026-08-13 |
| DGS Capital Management, LLC | NJ | $609.36M | 630 | 2026-04-28 |
| Mattern Wealth Management LLC | KS | $609.34M | 183 | 2026-07-23 |
| Sompo Asset Management Co., Ltd. | — | $609.24M | 177 | 2026-07-14 |
| Crusonia Wealth Advisors LLC | CO | $609.17M | 313 | 2026-07-30 |
| Opes Wealth Management LLC | CA | $608.58M | 146 | 2026-04-29 |
| Ellsworth Advisors, LLC | OH | $608.55M | 182 | 2026-07-16 |
| Delta Investment Management, LLC | NY | $607.67M | 293 | 2026-08-13 |
| SKBA CAPITAL MANAGEMENT LLC | CA | $606.04M | 79 | 2026-08-11 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | OH | $606.03M | 79 | 2026-07-31 |
| Seven Fleet Capital Management LP | — | $605.92M | 114 | 2026-08-17 |
| BANC FUNDS CO LLC | IL | $605.45M | 92 | 2026-08-13 |
| Verbena Value LP | CT | $605.26M | 31 | 2026-08-14 |
| Jackson Hole Capital Partners, LLC | OK | $605.11M | 313 | 2026-05-08 |
| Requisite Capital Management, LLC | TX | $605.02M | 127 | 2026-08-07 |
| VeraBank, N.A. | — | $604.42M | 244 | 2026-08-06 |
| ERn Financial, LLC | WI | $604.32M | 161 | 2026-07-23 |
| Sio Capital Management, LLC | NY | $604.29M | 59 | 2026-08-14 |
| Morse Asset Management, Inc | CT | $603.84M | 415 | 2026-08-13 |
| Varenne Capital Partners | — | $603.32M | 30 | 2026-08-10 |
| Delaney Capital Management Ltd. | — | $603.32M | 54 | 2026-08-14 |
| Eagle Health Investments LP | CT | $603.31M | 27 | 2026-08-10 |
| Perkins Coie Trust Co | — | $603.28M | 260 | 2026-07-09 |
| FOX RUN MANAGEMENT, L.L.C. | CT | $603.27M | 891 | 2026-08-04 |
| Oakwell Private Wealth Management, LLC | TX | $603.17M | 83 | 2026-08-03 |
| Fund 1 Investments, LLC | — | $603.06M | 47 | 2026-08-14 |
| GSK plc | — | $602.22M | 13 | 2026-08-13 |
| Family Investment Center, Inc. | MO | $602.20M | 120 | 2026-07-23 |
| Westover Capital Advisors, LLC | DE | $601.93M | 240 | 2026-08-04 |
| BRASS TAX WEALTH MANAGEMENT, INC | OH | $601.54M | 246 | 2025-11-14 |
| PRECEDENT WEALTH PARTNERS, LLC | TX | $601.38M | 207 | 2026-07-21 |
| Marotta Asset Management | VA | $600.93M | 103 | 2026-07-09 |
| Kendall Capital Management | MD | $600.36M | 236 | 2026-08-12 |
| HOLDERNESS INVESTMENTS CO | NC | $599.81M | 261 | 2026-08-12 |
| RPg Family Wealth Advisory, LLC | MA | $599.64M | 146 | 2026-08-05 |
| Manhattan West Asset Management, LLC | CA | $598.90M | 185 | 2026-08-11 |
| 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 |
| GWN SECURITIES INC. | FL | $598.02M | 486 | 2026-08-05 |
| Meiji Yasuda America Inc | — | $597.57M | 57 | 2026-07-28 |
| Woodson Capital Management, LP | CT | $597.41M | 26 | 2026-08-14 |
| Lodge Hill Capital, LLC | NY | $596.36M | 27 | 2026-08-14 |
| 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 |
| 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 |
| Drake & Associates, LLC | CT | $593.66M | 108 | 2026-08-10 |
| ALM First Financial Advisors, LLC | TX | $593.62M | 22 | 2026-07-10 |
| JMAC ENTERPRISES LLC | PA | $593.47M | 122 | 2026-07-28 |
| Science & Technology Partners, L.P. | CT | $593.32M | 85 | 2026-08-14 |
| Astoria Portfolio Advisors LLC. | NY | $592.98M | 360 | 2026-07-28 |
| Matthew Goff Investment Advisor, LLC | TX | $592.62M | 91 | 2026-07-08 |
| FLORIDA FINANCIAL ADVISORS, LLC | FL | $591.77M | 362 | 2026-08-10 |
| STUDIO INVESTMENT MANAGEMENT LLC | IL | $591.71M | 181 | 2026-07-31 |
| DUNCKER STREETT & CO INC | — | $590.78M | 521 | 2026-07-28 |
| Anatole Investment Management Ltd | — | $589.79M | 13 | 2026-08-14 |
| Dorsey Wright & Associates | — | $589.78M | 131 | 2026-08-06 |
| MIG Capital, LLC | CA | $589.44M | 43 | 2026-02-17 |
| Estuary Capital Management LP | MN | $589.31M | 21 | 2026-08-14 |
| CenterStar Asset Management, LLC | IL | $588.94M | 234 | 2026-08-05 |
| Aspen Wealth Management LLC | TX | $588.75M | 132 | 2026-07-31 |
| Solel Partners LP | MA | $588.49M | 24 | 2026-08-14 |
| New World Advisors LLC | MA | $588.36M | 125 | 2026-08-12 |
| Triata Capital Ltd | — | $588.27M | 12 | 2026-08-13 |
| NUANCE INVESTMENTS, LLC | MO | $587.67M | 52 | 2026-08-07 |
| WestHill Financial Advisors, Inc. | CA | $587.31M | 82 | 2026-07-21 |
| Premier Financial Group | CA | $587.26M | 46 | 2026-05-06 |
| Curbstone Financial Management Corp | NH | $586.99M | 215 | 2026-07-14 |
| WHALEROCK POINT PARTNERS, LLC | FL | $586.85M | 207 | 2026-08-13 |
| MFA WEALTH ADVISORS, LLC | PA | $586.68M | 99 | 2026-07-13 |
| Davern Capital Partners, LP | NY | $586.54M | 15 | 2026-08-13 |
| Running Oak Capital LLC | MN | $586.53M | 118 | 2026-07-30 |
| ESL Trust Services, LLC | — | $586.53M | 277 | 2026-08-13 |
| Converium Capital Inc. | — | $586.49M | 36 | 2026-08-11 |
| High Note Wealth, LLC | MN | $586.17M | 959 | 2026-07-23 |
| REAP Financial Group, LLC | TX | $585.58M | 542 | 2026-08-04 |
| Bernardo Wealth Planning LLC | PA | $585.38M | 139 | 2026-07-27 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | NY | $583.95M | 367 | 2026-04-22 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | CA | $583.67M | 108 | 2026-08-10 |
| Land & Buildings Investment Management, LLC | CT | $583.45M | 19 | 2026-08-14 |
| Hobart Private Capital, LLC | NC | $582.88M | 296 | 2026-07-06 |
| Frisch Financial Group, Inc. | NY | $582.86M | 187 | 2026-08-14 |
| MAGNOLIA CAPITAL ADVISORS LLC | MS | $582.67M | 295 | 2026-08-14 |
| 111 Capital | — | $582.14M | 488 | 2026-08-05 |
| Great Diamond Partners, LLC | ME | $581.75M | 238 | 2026-07-17 |
| Liberty Capital Management, Inc. | MI | $581.75M | 184 | 2026-07-17 |
| MARIETTA INVESTMENT PARTNERS LLC | WI | $581.69M | 170 | 2026-08-12 |
| Cambridge Advisors Inc. | MA | $581.68M | 183 | 2026-07-16 |
| RETIREMENT INCOME SOLUTIONS, INC | MI | $580.84M | 172 | 2026-08-03 |
| Cedar Mountain Advisors, LLC | OR | $580.73M | 1175 | 2026-07-02 |
| STEMPOINT CAPITAL LP | NY | $580.52M | 85 | 2026-08-14 |
| Prosight Management, LP | TX | $580.35M | 36 | 2026-08-14 |
| CORRECT CAPITAL WEALTH MANAGEMENT | MO | $580.03M | 108 | 2026-08-04 |
| McNamara Financial Services, Inc. | MA | $579.74M | 104 | 2026-07-22 |
| Praetorian Wealth Management, Inc. | CA | $579.59M | 84 | 2026-07-08 |
| COFG Advisors, LLC | IL | $579.36M | 319 | 2026-08-14 |
| 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 |
| Professional Financial Advisors, LLC | NE | $578.12M | 146 | 2026-07-09 |
| Intellectus Partners, LLC | CA | $578.03M | 317 | 2026-08-12 |
| Allegiance Financial Group Advisory Services LLC | VA | $577.59M | 205 | 2026-07-27 |
| HughesLittle Investment Management Ltd. | — | $577.08M | 13 | 2026-08-12 |
| Kozak & Associates, Inc. | — | $576.14M | 451 | 2026-07-02 |
| Columbia Asset Management | MA | $575.23M | 168 | 2026-07-21 |
| MSH Capital Advisors LLC | AZ | $574.99M | 359 | 2026-08-11 |