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
3251–3500 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 |
|---|---|---|---|---|
| Solidarity Wealth, LLC | UT | $574.24M | 93 | 2026-07-31 |
| Serenus Wealth Advisors, LLC | CA | $572.96M | 75 | 2026-08-05 |
| Blue Zone Wealth Advisors, LLC | CA | $572.78M | 125 | 2026-07-14 |
| LYNCH & ASSOCIATES/IN | IN | $572.51M | 129 | 2026-07-13 |
| Southland Equity Partners LLC | — | $571.01M | 306 | 2026-07-13 |
| Sanchez Wealth Management Group | FL | $570.70M | 52 | 2026-07-27 |
| PCM Encore, LLC | CO | $569.17M | 459 | 2026-08-11 |
| Mission Creek Capital Partners, Inc. | CA | $568.93M | 231 | 2026-08-14 |
| CHAPIN DAVIS, INC. | MD | $568.58M | 256 | 2026-07-07 |
| Single Point Partners, LLC | MA | $568.02M | 103 | 2026-07-16 |
| Panview Capital Ltd | — | $567.96M | 14 | 2026-08-13 |
| Horiko Capital Management LLC | NY | $567.80M | 17 | 2026-08-13 |
| Weil Company, Inc. | CA | $567.68M | 133 | 2026-08-05 |
| Insight Advisors, LLC/ PA | — | $567.26M | 241 | 2026-08-05 |
| Crossingbridge Advisors, LLC | NY | $566.98M | 152 | 2026-08-13 |
| Clarity Wealth Advisors, LLC | CA | $566.73M | 117 | 2026-07-24 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | MA | $566.08M | 391 | 2026-07-09 |
| Catalio Capital Management, LP | NY | $565.79M | 45 | 2026-09-02 |
| DCF Advisers, LLC | — | $565.76M | 93 | 2026-08-10 |
| Legacy Trust | PA | $565.60M | 210 | 2026-07-31 |
| BetterWealth, LLC | CA | $565.26M | 86 | 2026-07-22 |
| Financial Advisors, LLC | — | $564.33M | 80 | 2025-11-07 |
| MANCHESTER FINANCIAL INC | VT | $562.56M | 145 | 2026-07-17 |
| Tradewinds Capital Management, LLC | WA | $562.55M | 715 | 2026-07-24 |
| SACHEM HILL LLC | CO | $562.54M | 67 | 2026-08-11 |
| Ramsay, Stattman, Vela & Price, Inc. | CO | $562.15M | 84 | 2026-08-04 |
| Lincoln Capital LLC | PA | $562.00M | 137 | 2026-07-07 |
| Financial Gravity Asset Management, Inc. | TX | $561.97M | 973 | 2026-05-08 |
| Leading Edge Financial Planning LLC | TN | $561.56M | 78 | 2026-08-06 |
| Ma Investment Partnership, LP | NY | $561.43M | 13 | 2026-08-17 |
| Arosa Capital Management LP | FL | $561.07M | 52 | 2026-08-14 |
| DRIVE WEALTH MANAGEMENT, LLC | UT | $561.02M | 880 | 2026-07-22 |
| WESPAC Advisors SoCal, LLC | CA | $560.34M | 122 | 2026-07-16 |
| NatWest Group plc | — | $560.31M | 87 | 2026-08-10 |
| Riggs Asset Managment Co. Inc. | — | $560.11M | 132 | 2026-07-29 |
| OKABENA INVESTMENT SERVICES INC | MN | $559.99M | 145 | 2026-08-04 |
| University of Illinois Foundation | — | $559.77M | 29 | 2026-08-12 |
| OPAL CAPITAL LLC | FL | $559.67M | 138 | 2026-08-05 |
| EQUITEC PROPRIETARY MARKETS, LLC | — | $559.32M | 98 | 2026-07-20 |
| SOROS CAPITAL MANAGEMENT LLC | — | $559.28M | 58 | 2026-08-14 |
| Bleichroeder LP | NY | $558.94M | 78 | 2026-08-13 |
| Noble Family Wealth, LLC | FL | $558.89M | 74 | 2026-08-04 |
| Investors Research Corp | GA | $558.78M | 805 | 2026-07-10 |
| Palidye Holdings (Caymans) Ltd | — | $558.59M | 12 | 2026-08-13 |
| BRASADA CAPITAL MANAGEMENT, LP | TX | $558.49M | 152 | 2026-08-17 |
| Frontier Asset Management, LLC | MA | $558.32M | 90 | 2026-08-06 |
| Wealth Dimensions Group, Ltd. | OH | $558.31M | 179 | 2026-07-22 |
| Strong Tower Advisory Services | MN | $558.06M | 94 | 2026-07-13 |
| MOODY ALDRICH PARTNERS LLC | MA | $556.60M | 175 | 2026-07-15 |
| Foresight Group Ltd Liability Partnership | — | $555.76M | 62 | 2026-07-27 |
| Northwest Bancshares, Inc. | — | $555.49M | 228 | 2026-08-14 |
| Westchester Capital Management, Inc. | NY | $555.40M | 46 | 2026-07-23 |
| BCS Wealth Management | — | $555.10M | 270 | 2026-07-16 |
| Moment Partners, LLC | CA | $554.91M | 101 | 2026-07-29 |
| CM WEALTH ADVISORS LLC | OH | $554.42M | 194 | 2026-08-10 |
| Bricktown Capital, LLC | MI | $553.47M | 28 | 2026-07-15 |
| Kultura Capital Management LP | UT | $553.40M | 66 | 2026-08-14 |
| Garden State Investment Advisory Services LLC | NJ | $552.99M | 365 | 2026-08-11 |
| MOLLER WEALTH PARTNERS | IL | $552.82M | 75 | 2026-07-15 |
| TWINBEECH CAPITAL LP | NY | $552.56M | 352 | 2026-08-14 |
| Triumph Capital Management | CO | $552.03M | 1861 | 2026-07-21 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | CA | $551.73M | 33 | 2026-08-13 |
| Genoa Capital Gestora de Recursos Ltda. | — | $551.18M | 15 | 2026-07-24 |
| Warberg Asset Management LLC | IL | $551.11M | 170 | 2026-08-11 |
| Pacific Ridge Capital Partners, LLC | OR | $550.99M | 134 | 2026-08-12 |
| Prestige Wealth Management Group LLC | NJ | $550.84M | 1409 | 2026-08-14 |
| ITHAKA GROUP LLC | VA | $550.80M | 40 | 2026-08-11 |
| Sensible Financial Planning & Management, LLC. | MA | $550.65M | 31 | 2025-11-05 |
| Lead Edge Capital Management, LLC | NY | $550.38M | 12 | 2026-08-14 |
| KICKSTAND VENTURES, LLC. | NY | $550.31M | 154 | 2026-07-30 |
| LANDAAS & CO /WI /ADV | WI | $549.65M | 149 | 2026-07-21 |
| Simcoe Capital Management, LLC | NY | $549.31M | 15 | 2026-08-14 |
| Harbour Capital Advisors, LLC | WI | $549.12M | 299 | 2026-07-15 |
| G2 Investment Partners Management LLC | OH | $548.90M | 73 | 2026-08-14 |
| ROWLANDMILLER & PARTNERS.ADV | — | $548.59M | 195 | 2026-07-23 |
| MALTESE CAPITAL MANAGEMENT LLC | NY | $548.57M | 294 | 2026-08-14 |
| EWA, LLC | PA | $548.09M | 332 | 2026-07-14 |
| Clare Market Investments LLC | TX | $548.07M | 174 | 2026-07-27 |
| Coyle Financial Counsel LLC | IL | $547.96M | 126 | 2026-08-07 |
| Stonebrook Private Inc. | MI | $547.70M | 271 | 2026-08-14 |
| Rossby Financial, LCC | — | $547.12M | 2144 | 2026-08-04 |
| Brooklyn FI, LLC | NY | $546.89M | 434 | 2026-08-04 |
| DE BURLO GROUP INC | MA | $546.64M | 90 | 2026-08-13 |
| USA FINANCIAL FORMULAS | — | $546.24M | 412 | 2026-08-04 |
| Hamilton Wealth, LLC | CA | $546.23M | 118 | 2026-08-06 |
| Lantz Financial LLC | IL | $546.15M | 259 | 2026-07-09 |
| Stordahl Capital Management, Inc. | CO | $545.95M | 68 | 2026-07-14 |
| TBH Global Asset Management, LLC | TN | $545.90M | 263 | 2026-08-05 |
| Trigran Investments, Inc. | IL | $545.28M | 33 | 2026-08-12 |
| Drummond Knight Asset Management Pty Ltd | — | $544.85M | 16 | 2026-07-15 |
| FWL INVESTMENT MANAGEMENT, LLC | TX | $544.71M | 501 | 2026-08-14 |
| Riverpoint Wealth Management Holdings, LLC | IL | $544.30M | 61 | 2026-07-27 |
| Privium Fund Management B.V. | — | $544.22M | 61 | 2026-08-07 |
| Broad Peak Investment Advisers Pte Ltd | — | $544.10M | 21 | 2026-07-30 |
| Abacus FCF Advisors LLC | FL | $544.01M | 58 | 2026-08-10 |
| TOWNSQUARE CAPITAL LLC | UT | $543.92M | 726 | 2026-08-14 |
| COERENTE CAPITAL MANAGEMENT | — | $543.26M | 43 | 2026-07-22 |
| BECK CAPITAL MANAGEMENT, LLC | TX | $543.15M | 140 | 2026-08-14 |
| Madrona Financial Services, LLC | WA | $542.59M | 143 | 2026-07-17 |
| Lafayette Investments, Inc. | MD | $542.44M | 162 | 2026-08-11 |
| LOUISBOURG INVESTMENTS INC. | — | $542.06M | 210 | 2026-07-23 |
| CV Advisors LLC | FL | $541.88M | 134 | 2026-07-21 |
| Artia Global Partners LP | FL | $541.86M | 48 | 2026-08-14 |
| WESTERLY CAPITAL MANAGEMENT, LLC | CA | $541.78M | 46 | 2026-08-14 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | NJ | $541.47M | 191 | 2026-08-06 |
| CHEMUNG CANAL TRUST CO | — | $541.21M | 201 | 2026-07-15 |
| DAGCO, INC. | OH | $541.06M | 117 | 2026-07-10 |
| Verde Capital Management | MI | $540.86M | 80 | 2026-08-11 |
| Wagner Wealth Management, LLC | CO | $540.58M | 282 | 2026-07-24 |
| Cander Asset Management LP | NY | $540.27M | 48 | 2026-08-14 |
| Mandatum Life Insurance Co Ltd | — | $540.14M | 90 | 2026-08-03 |
| Regent Peak Wealth Advisors LLC | GA | $540.13M | 221 | 2026-07-10 |
| Northwest Quadrant Wealth Management, LLC | — | $540.04M | 77 | 2026-08-13 |
| DecisionPoint Financial, LLC | AZ | $539.86M | 1429 | 2026-08-05 |
| Aljian Capital Management, LLC | NV | $539.75M | 134 | 2026-08-07 |
| Mascoma Wealth Management LLC | NH | $539.32M | 609 | 2026-07-24 |
| GoalVest Advisory LLC | NY | $539.12M | 500 | 2026-07-09 |
| America First Investment Advisors, LLC | NE | $538.85M | 45 | 2026-08-05 |
| Keystone Wealth Services, LLC | CA | $538.60M | 327 | 2026-08-05 |
| Manitou Investment Management Ltd. | — | $537.92M | 48 | 2026-07-07 |
| Basecamp Wealth Advisors LLC | — | $537.39M | 1822 | 2026-08-14 |
| Firestone Capital Management | FL | $537.02M | 168 | 2026-08-03 |
| Second Line Capital, LLC | LA | $537.01M | 178 | 2026-09-02 |
| Rosenberg Matthew Hamilton | — | $536.76M | 792 | 2026-07-17 |
| Stelac Advisory Services LLC | NY | $536.56M | 168 | 2026-08-10 |
| HEADINVEST, LLC | ME | $536.18M | 217 | 2026-08-14 |
| WESCAP Management Group, Inc. | CA | $535.81M | 107 | 2026-08-11 |
| MYCIO WEALTH PARTNERS, LLC | PA | $535.01M | 49 | 2026-08-12 |
| Shulman DeMeo Asset Management LLC | NY | $535.00M | 146 | 2026-07-08 |
| 12 West Capital Management LP | NY | $534.70M | 18 | 2026-08-14 |
| Cranbrook Wealth Management, LLC | MI | $534.35M | 406 | 2026-08-06 |
| SailingStone Capital Partners LLC | TX | $534.30M | 19 | 2026-08-14 |
| BRIGADE CAPITAL MANAGEMENT, LP | NY | $534.28M | 20 | 2026-08-14 |
| Sanofi | — | $534.04M | 10 | 2026-07-28 |
| OAK HILL WEALTH ADVISORS, LLC | VA | $533.65M | 148 | 2025-10-30 |
| RS CRUM INC. | — | $533.38M | 103 | 2026-08-10 |
| Board of Trustees of The Leland Stanford Junior University | — | $533.05M | 19 | 2026-08-12 |
| Sovereign Investment Advisors, LLC | AZ | $532.70M | 109 | 2026-08-14 |
| 3Chopt Investment Partners, LLC | VA | $532.10M | 274 | 2026-07-29 |
| Interchange Capital Partners, LLC | PA | $531.68M | 430 | 2026-07-20 |
| ICON ADVISERS INC/CO | CO | $531.59M | 195 | 2026-08-13 |
| KP Management LLC | — | $531.51M | 86 | 2026-08-14 |
| Cherry Tree Wealth Management, LLC | MN | $531.51M | 594 | 2026-09-15 |
| NORTHSTAR ASSET MANAGEMENT Co | MN | $530.83M | 262 | 2026-07-27 |
| Long Run Wealth Advisors, LLC | NY | $530.69M | 106 | 2026-02-02 |
| Fortress Investment Group LLC | MN | $530.65M | 26 | 2026-08-14 |
| 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 |
| Thrive Capital Management, LLC | NY | $530.46M | 170 | 2026-08-05 |
| 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 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | NY | $530.01M | 29 | 2026-08-14 |
| 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 |
| GREAT POINT PARTNERS LLC | CT | $529.12M | 42 | 2026-08-14 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | — | $528.56M | 111 | 2026-07-13 |
| Compass Wealth Management LLC | CT | $528.44M | 167 | 2026-08-10 |
| Paragon Capital Management Ltd | CO | $527.99M | 223 | 2026-07-29 |
| SILVERLAKE WEALTH MANAGEMENT LLC | VT | $527.97M | 394 | 2026-08-06 |
| Webs Creek Capital Management LP | TX | $527.97M | 13 | 2026-08-14 |
| Auxano Advisors, LLC | WA | $527.78M | 207 | 2026-08-07 |
| Global Wealth Strategies & Associates | CO | $527.58M | 97 | 2026-07-01 |
| FIRST NATIONAL CORP /MA/ /ADV | NE | $527.48M | 174 | 2025-10-28 |
| Yelin Lapidot Holdings Management Ltd. | — | $527.40M | 96 | 2026-08-03 |
| Pinion Investment Advisors, LLC | KS | $526.81M | 205 | 2026-08-06 |
| Altrius Capital Management Inc | MI | $526.50M | 89 | 2026-08-13 |
| Merck & Co., Inc. | — | $526.41M | 13 | 2026-08-07 |
| UNIO CAPITAL LLC | NJ | $526.22M | 19 | 2026-08-14 |
| WEST MICHIGAN ADVISORS, LLC | — | $526.14M | 295 | 2026-08-21 |
| STEVENS CAPITAL PARTNERS | PA | $525.84M | 218 | 2026-08-10 |
| Beverly Hills Private Wealth, LLC | CA | $524.95M | 406 | 2026-08-07 |
| Decagon Asset Management LLP | — | $524.72M | 104 | 2026-08-14 |
| ALONGSIDE, LLC | — | $524.59M | 190 | 2026-08-14 |
| Beacon Bank & Trust | — | $524.47M | 255 | 2026-08-03 |
| DAFNA Capital Management LLC | CA | $524.36M | 88 | 2026-08-14 |
| 49 WEALTH MANAGEMENT, LLC | TX | $524.35M | 189 | 2026-08-18 |
| Hedeker Wealth, LLC | IL | $524.12M | 92 | 2026-08-04 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | MN | $523.91M | 174 | 2026-08-07 |
| Stieven Capital Advisors, L.P. | MO | $523.91M | 36 | 2026-08-14 |
| INDEPENDENT INVESTORS INC | NY | $523.62M | 73 | 2026-07-16 |
| WealthPLAN Partners, LLC | AZ | $523.04M | 264 | 2026-07-28 |
| Newman Dignan & Sheerar, Inc. | RI | $522.84M | 197 | 2026-07-14 |
| Wiser Wealth Management, Inc | GA | $522.74M | 75 | 2026-07-14 |
| Wealth Group Ltd | CA | $522.54M | 95 | 2026-07-10 |
| Rockline Wealth Management, LLC | NY | $522.42M | 107 | 2026-07-24 |
| Archer Investment Corp | IN | $522.35M | 1254 | 2026-08-19 |
| Adams Wealth Management | UT | $522.28M | 147 | 2026-08-10 |
| Crumly & Associates Inc. | IL | $522.27M | 196 | 2026-07-08 |
| Canton Hathaway, LLC | RI | $521.74M | 284 | 2026-08-06 |
| Legacy Capital Wealth Partners, LLC | TN | $521.39M | 377 | 2026-08-12 |
| Scissortail Wealth Management, LLC | OK | $519.64M | 106 | 2026-08-05 |
| Churchill Financial Advisors, LLC | NY | $519.42M | 125 | 2026-07-15 |
| Compton Financial Group, LLC | RI | $519.17M | 84 | 2026-08-12 |
| MINDSET WEALTH MANAGEMENT, LLC | IN | $519.14M | 191 | 2026-08-04 |
| GAGNON SECURITIES LLC | NY | $518.83M | 85 | 2026-08-05 |
| MBM WEALTH CONSULTANTS, LLC | MO | $518.61M | 123 | 2026-07-24 |
| Palo Duro Investment Partners, LP | IL | $518.29M | 32 | 2026-08-14 |
| E&G Advisors, LLC | TX | $517.81M | 243 | 2026-07-23 |
| Cove Private Wealth, LLC | NY | $517.73M | 207 | 2026-07-31 |
| Activest Wealth Management | FL | $517.66M | 1477 | 2026-07-16 |
| Milestones Administradora de Recursos Ltda. | — | $517.65M | 21 | 2026-07-24 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni | — | $517.62M | 12 | 2026-08-11 |
| Operose Advisors LLC | WI | $517.46M | 523 | 2026-08-13 |
| Broadleaf Partners, LLC | OH | $516.56M | 86 | 2026-08-13 |
| DIVIDEND ASSETS CAPITAL, LLC | SC | $516.55M | 137 | 2026-08-12 |
| PRUDENT INVESTORS NETWORK, INC. | CA | $516.32M | 87 | 2026-08-13 |
| Fortitude Family Office, LLC | AZ | $516.00M | 2276 | 2026-07-20 |
| Vickerman Investment Advisors, Inc. | WA | $515.11M | 100 | 2026-08-14 |
| Curtis Advisory Group, LLC | CA | $514.89M | 117 | 2026-07-29 |
| BENEDICT FINANCIAL ADVISORS INC | GA | $514.72M | 142 | 2026-07-16 |
| Total Clarity Wealth Management, Inc. | IL | $514.65M | 368 | 2026-07-23 |
| Aristides Capital LLC | KY | $514.23M | 162 | 2026-08-13 |
| Leverty Financial Group, LLC | WI | $514.14M | 49 | 2026-07-10 |
| Navigation Group, LLC | CA | $514.07M | 121 | 2026-07-29 |
| Alliance Wealth Management Group | PA | $513.71M | 103 | 2026-08-04 |
| CYPRESS ASSET MANAGEMENT INC/TX | DE | $513.64M | 107 | 2026-08-07 |
| BCM ADVISORS, LLC | LA | $513.63M | 80 | 2026-07-28 |
| Aspire Capital Advisors LLC | WA | $513.54M | 134 | 2026-08-05 |
| Beacon Harbor Wealth Advisors, Inc. | VA | $513.24M | 71 | 2026-08-07 |
| IAM Advisory, LLC | PA | $513.23M | 107 | 2026-07-14 |
| Detalus Advisors, LLC | MO | $513.10M | 191 | 2026-07-27 |
| RB Capital Management, LLC | NV | $512.92M | 205 | 2026-08-18 |
| Bull Harbor Capital LLC | MD | $512.82M | 554 | 2026-08-10 |
| Retirement Solution LLC | WA | $511.44M | 75 | 2026-08-11 |
| Tempus Wealth Planning, LLC | CA | $511.35M | 282 | 2026-07-22 |
| JFG Wealth Management, LLC | CO | $510.59M | 67 | 2025-10-31 |
| Next Level Private LLC | NY | $510.51M | 174 | 2026-07-09 |
| Medina Value Partners, LLC | CA | $510.39M | 28 | 2026-08-14 |
| Midwest Professional Planners, LTD. | WI | $510.30M | 131 | 2026-08-05 |
| Richard P Slaughter Associates Inc | TX | $510.08M | 109 | 2026-07-13 |
| Timothy G. Youngquist 2020 Irrevocable Trust | — | $510.03M | 116 | 2026-08-07 |
| Vishria Bird Financial Group, LLC | TN | $509.89M | 97 | 2025-10-21 |
| Spruce Street Capital LP | NY | $509.68M | 30 | 2026-08-13 |
| Towneley Capital Management, Inc / DE | — | $509.49M | 46 | 2026-07-30 |
| Castle Rock Wealth Management, LLC | CA | $509.44M | 268 | 2026-07-08 |
| Aries Wealth Management | ME | $509.28M | 242 | 2026-07-24 |
| Financial Sense Advisors, Inc. | CA | $508.44M | 137 | 2026-08-14 |
| Renaissance Investment Group LLC | KY | $508.40M | 84 | 2026-07-08 |
| HOURGLASS CAPITAL, LLC | TX | $508.36M | 127 | 2026-07-30 |
| 55 North Private Wealth, LLC | FL | $508.23M | 304 | 2026-07-07 |
| MCRAE CAPITAL MANAGEMENT INC | NJ | $508.14M | 113 | 2026-07-17 |
| Beacon Financial Advisory LLC | OH | $508.01M | 417 | 2026-08-05 |
| Integrated Investment Consultants, LLC | MI | $507.79M | 637 | 2026-08-17 |
| Roof Eidam Maycock Peralta, LLC | CA | $507.70M | 127 | 2026-07-24 |
| Old Port Advisors | ME | $507.55M | 267 | 2026-07-21 |