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
3751–4000 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 |
|---|---|---|---|---|
| Atlas Private Wealth Advisors | NY | $456.82M | 139 | 2026-07-28 |
| Carmel Capital Management L.L.C. | CA | $456.37M | 28 | 2026-07-23 |
| Warther Private Wealth, LLC | OH | $455.94M | 50 | 2026-08-14 |
| CARDEROCK CAPITAL MANAGEMENT INC | MD | $455.76M | 67 | 2026-07-07 |
| Legacy Wealth Asset Management, LLC | TN | $455.63M | 380 | 2026-07-09 |
| CLG LLC | CA | $455.43M | 156 | 2026-07-16 |
| Cordatus Wealth Management LLC | PA | $455.33M | 168 | 2026-07-29 |
| Colony Family Offices, LLC | NC | $455.05M | 61 | 2026-07-20 |
| Miramar Capital, LLC | IL | $454.97M | 57 | 2026-07-27 |
| Bulldog Investors, LLP | NJ | $454.73M | 228 | 2026-08-14 |
| Lisanti Capital Growth, LLC | NY | $454.58M | 109 | 2026-08-10 |
| Highland Financial Advisors, LLC | AL | $454.58M | 73 | 2026-07-09 |
| Progressive Investment Management Corp | OR | $454.36M | 56 | 2026-08-04 |
| GSG Advisors LLC | NJ | $454.32M | 149 | 2026-08-13 |
| Markowski Investments | — | $454.21M | 619 | 2026-08-13 |
| INTEGRAL INVESTMENT ADVISORS, INC. | CA | $453.96M | 181 | 2026-07-07 |
| Weaver Capital Management LLC | GA | $453.88M | 172 | 2026-07-30 |
| BEAM WEALTH ADVISORS, INC. | LA | $453.42M | 117 | 2026-07-29 |
| Aspen Capital Management, LLC | ID | $452.98M | 83 | 2026-08-04 |
| CAZ INVESTMENTS LP | TX | $452.92M | 59 | 2026-08-24 |
| Bitwise Funds Trust | — | $452.44M | 56 | 2026-08-11 |
| Brand Asset Management Group, Inc. | MO | $452.37M | 223 | 2026-08-12 |
| Freedom Day Solutions, LLC | TX | $451.97M | 134 | 2026-07-24 |
| WINMILL & CO. INC | — | $451.65M | 84 | 2026-08-13 |
| Ironwood Wealth Management, LLC. | AZ | $451.23M | 55 | 2026-07-30 |
| Endure Capital Management, LLC | CA | $450.83M | 50 | 2026-08-13 |
| LPWM LLC | MN | $450.72M | 98 | 2026-07-24 |
| CWS Financial Advisors, LLC | MI | $450.65M | 171 | 2026-07-30 |
| RIPOSTE CAPITAL LLC | NY | $450.57M | 28 | 2026-08-14 |
| BARD ASSOCIATES INC | IL | $450.55M | 293 | 2026-08-12 |
| KELLY FINANCIAL GROUP LLC | MD | $450.06M | 107 | 2026-07-14 |
| RWC ASSET ADVISORS (US) LLC | FL | $449.57M | 16 | 2026-09-03 |
| Strengthening Families & Communities, LLC | MA | $449.56M | 846 | 2026-08-11 |
| Diligent Investors, LLC | CA | $449.05M | 357 | 2026-07-24 |
| Cincinnati Specialty Underwriters Insurance CO | — | $448.99M | 45 | 2026-08-06 |
| GARDNER LEWIS ASSET MANAGEMENT L P | PA | $448.90M | 75 | 2026-08-12 |
| PCG Wealth Advisors, LLC | KS | $448.24M | 180 | 2026-08-03 |
| Pacific Center for Financial Services | CA | $448.19M | 500 | 2026-08-05 |
| Hartford Financial Management Inc. | PA | $448.18M | 349 | 2026-07-24 |
| Warren Street Wealth Advisors, LLC | CA | $448.15M | 156 | 2026-07-23 |
| Windmill Hill Asset Management Ltd | — | $448.09M | 21 | 2026-08-10 |
| WealthTrust Axiom LLC | PA | $447.62M | 302 | 2026-08-11 |
| Wealthspring Capital LLC | NY | $447.57M | 208 | 2026-07-15 |
| Level Financial Advisors | NY | $447.54M | 95 | 2026-07-15 |
| Watchman Group, Inc. | TX | $447.41M | 73 | 2026-07-27 |
| Dynamic Technology Lab Private Ltd | — | $447.39M | 632 | 2026-08-13 |
| BROWN WEALTH MANAGEMENT, LLC | IL | $447.18M | 134 | 2026-07-20 |
| Flagstone Financial Management | NE | $447.16M | 77 | 2026-07-21 |
| O'Neil Global Advisors, Inc. | CA | $447.11M | 62 | 2026-08-10 |
| Quadrant Private Wealth Management, LLC | PA | $446.77M | 177 | 2026-07-30 |
| FLAGSHIP WEALTH ADVISORS, LLC | MA | $446.69M | 484 | 2026-07-27 |
| WORLD EQUITY GROUP, INC. | IL | $446.62M | 375 | 2026-07-09 |
| Wellington Shields & Co., LLC | NY | $446.45M | 329 | 2026-08-10 |
| Fosun International Ltd | — | $446.24M | 73 | 2026-08-12 |
| Columbia Bank | — | $445.96M | 270 | 2026-07-24 |
| CHANNEL WEALTH LLC | CA | $445.89M | 188 | 2026-08-04 |
| BROWN, LISLE/CUMMINGS, INC. | RI | $445.76M | 1054 | 2026-09-02 |
| Maniro Ltd | — | $445.71M | 29 | 2026-08-14 |
| MERIDIAN MANAGEMENT CO | AR | $445.55M | 112 | 2026-08-04 |
| HOWARD HUGHES MEDICAL INSTITUTE | — | $445.36M | 30 | 2026-08-14 |
| Legacy Wealth Partners, LLC | TN | $445.26M | 189 | 2026-07-22 |
| SEARLE & CO. | CT | $445.13M | 194 | 2026-07-27 |
| Tillman Hartley LLC | CO | $445.12M | 155 | 2026-08-06 |
| LITTLE HOUSE CAPITAL LLC | MA | $445.10M | 113 | 2026-08-07 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | NJ | $445.05M | 204 | 2026-08-07 |
| CGC Financial Services, LLC | OR | $444.66M | 337 | 2026-07-13 |
| Dodds Wealth, LLC | CO | $444.57M | 56 | 2026-08-06 |
| United Wealth Management, LLC | — | $444.41M | 24 | 2026-07-23 |
| Accel Wealth Management | IA | $444.38M | 305 | 2026-07-10 |
| Tradewinds, LLC. | WA | $444.33M | 216 | 2026-08-14 |
| Arjuna Capital | MA | $444.30M | 113 | 2026-08-14 |
| Wakefield Asset Management LLLP | CO | $444.23M | 225 | 2026-08-11 |
| Tidemark, LLC | CA | $444.21M | 935 | 2026-08-10 |
| Venator Management LLC | PA | $444.04M | 27 | 2026-08-13 |
| Empirical Asset Management, LLC | MA | $444.01M | 448 | 2026-08-10 |
| SK Wealth Management, LLC | RI | $443.99M | 80 | 2026-08-12 |
| VANCE WEALTH, LLC | CA | $443.71M | 137 | 2026-08-14 |
| Duncan Williams Asset Management, LLC | TN | $443.61M | 172 | 2026-07-22 |
| TrueWealth Advisors, LLC | GA | $443.55M | 235 | 2026-07-08 |
| PRINCETON CAPITAL MANAGEMENT LLC | NJ | $443.40M | 145 | 2026-08-11 |
| Peak Planning Group, LLC | CO | $443.13M | 128 | 2026-08-12 |
| Bouvel Investment Partners, LLC | PA | $442.30M | 84 | 2026-07-17 |
| Franklin, Parlapiano, Turner & Welch, LLC | TX | $442.25M | 55 | 2026-07-09 |
| HWG Holdings LP | — | $442.20M | 44 | 2026-07-14 |
| Cerro Pacific Wealth Advisors LLC | CA | $442.18M | 165 | 2026-07-15 |
| Sagewood Asset Management LP | NY | $442.05M | 432 | 2026-07-29 |
| DOLIVER ADVISORS, LP | TX | $441.94M | 191 | 2026-07-10 |
| TWIN PEAKS WEALTH ADVISORS, LLC | — | $441.52M | 226 | 2026-08-13 |
| EdgeRock Capital LLC | CO | $441.35M | 134 | 2026-07-24 |
| Alta Advisers Ltd | UT | $441.20M | 220 | 2026-08-12 |
| PIONEER TRUST BANK N A/OR | — | $441.08M | 136 | 2026-07-23 |
| Morton Brown Family Wealth, LLC | PA | $441.08M | 416 | 2026-07-21 |
| Cardinal Strategic Wealth Guidance | KY | $441.03M | 67 | 2026-07-30 |
| LONG WALK MANAGEMENT LP | — | $440.83M | 14 | 2026-08-14 |
| Advus Financial Partners, LLC | — | $440.51M | 261 | 2026-08-25 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | MO | $440.50M | 81 | 2026-08-10 |
| Roberts Wealth Advisors, LLC | CA | $440.26M | 111 | 2026-07-30 |
| Euclidean Capital LLC | — | $439.84M | 11 | 2026-08-14 |
| New Capital Management LP | TX | $439.05M | 60 | 2026-07-14 |
| OnyxPoint Global Management LP | NY | $438.93M | 35 | 2026-08-14 |
| HighVista Strategies LLC | MA | $438.60M | 147 | 2026-08-14 |
| Bridge City Capital, LLC | OR | $438.14M | 114 | 2026-08-11 |
| Astoria Strategic Wealth, Inc. | — | $437.79M | 36 | 2026-07-16 |
| CITIZENS & NORTHERN CORP | — | $437.70M | 117 | 2026-07-17 |
| Prudent Man Advisors, LLC | IL | $437.54M | 142 | 2026-08-05 |
| Fairway Wealth LLC | OH | $437.38M | 239 | 2026-07-24 |
| Westend Capital Management, LLC | NC | $437.15M | 242 | 2026-08-07 |
| Gitterman Wealth Management, LLC | NJ | $436.46M | 128 | 2025-11-04 |
| City State Bank | — | $436.42M | 809 | 2026-07-14 |
| Boltwood Capital Management | CA | $436.41M | 192 | 2026-07-06 |
| Aquire Wealth Advisors, LLC | UT | $436.33M | 54 | 2026-08-06 |
| Prosperity Planning, Inc. | MO | $436.30M | 117 | 2026-07-10 |
| MONARCH CAPITAL MANAGEMENT INC | IN | $436.18M | 130 | 2026-07-22 |
| Bare Financial Services, Inc | PA | $435.85M | 3039 | 2026-07-27 |
| Able Wealth Management LLC | NJ | $435.84M | 182 | 2026-07-29 |
| Peak Financial Management, Inc. | CA | $435.53M | 114 | 2026-07-20 |
| Militia Capital Partners, LP | TX | $435.41M | 215 | 2026-08-14 |
| Goodman Advisory Group, LLC | TX | $435.04M | 69 | 2026-08-12 |
| Lionstone Capital Management LLC | NY | $435.00M | 11 | 2026-08-14 |
| MPS Loria Financial Planners, LLC | IL | $434.98M | 91 | 2026-07-30 |
| One Charles Private Wealth Services, LLC | MA | $434.46M | 177 | 2026-07-15 |
| Cape Ann Asset Management Ltd | — | $434.41M | 12 | 2026-08-11 |
| Carr Financial Group Corp | MA | $434.39M | 182 | 2026-08-06 |
| New Republic Capital, LLC | NC | $434.18M | 352 | 2026-07-31 |
| Neo Ivy Capital Management | NY | $434.04M | 345 | 2026-08-14 |
| HUSSMAN STRATEGIC ADVISORS, INC. | MD | $434.03M | 231 | 2026-08-03 |
| Divisar Capital Management LLC | CA | $433.98M | 28 | 2026-08-14 |
| CLARK ESTATES INC/NY | — | $433.71M | 90 | 2026-08-05 |
| Bay Harbor Wealth Management, LLC | MD | $433.59M | 1293 | 2026-07-28 |
| BRC Group Holdings, Inc. | CO | $433.57M | 37 | 2026-08-14 |
| Creative Capital Management Investments LLC | CA | $433.46M | 1438 | 2026-07-24 |
| Shah Wealth Advisors, LLC | — | $433.30M | 79 | 2026-08-07 |
| Safeguard Investment Advisory Group, LLC | CA | $433.12M | 178 | 2026-08-13 |
| HEIGHTS CAPITAL MANAGEMENT, INC | CA | $433.07M | 323 | 2026-08-14 |
| Intergy Private Wealth, LLC | CO | $433.00M | 147 | 2026-07-17 |
| BOSTON RESEARCH & MANAGEMENT INC | MA | $432.80M | 116 | 2026-09-18 |
| Cornerstone Planning, LLC | NJ | $432.34M | 136 | 2026-07-30 |
| Grandeur Peak Global Advisors, LLC | UT | $432.05M | 75 | 2026-08-17 |
| Investment Planning Advisors, Inc. | CA | $431.82M | 118 | 2026-07-23 |
| MONIMUS CAPITAL MANAGEMENT, LP | NJ | $431.80M | 56 | 2026-08-14 |
| Gradient Capital Advisors, LLC | MN | $431.78M | 179 | 2026-07-13 |
| Blueshift Asset Management, LLC | NJ | $431.75M | 556 | 2026-08-14 |
| Boundless Plain Holdings Ltd | — | $431.61M | 11 | 2026-08-10 |
| BWM Planning, LLC | TX | $431.25M | 141 | 2026-07-23 |
| Ripple Effect Asset Management LP | NY | $431.24M | 24 | 2026-08-13 |
| CCG WEALTH MANAGEMENT, LLC | CA | $431.11M | 150 | 2026-08-07 |
| Private Wealth Management Group, LLC | NE | $431.02M | 1472 | 2026-07-27 |
| Doma Perpetual Capital Management LLC | FL | $430.81M | 13 | 2026-08-12 |
| BOS Asset Management, LLC | IL | $430.71M | 204 | 2026-07-13 |
| PSI Advisors, LLC | FL | $430.45M | 151 | 2026-08-03 |
| Fusion Capital, LLC | TX | $430.43M | 112 | 2026-08-05 |
| Luminvest Wealth Management LLC | AZ | $430.34M | 58 | 2026-07-29 |
| West Branch Capital LLC | MA | $430.26M | 355 | 2026-07-10 |
| Rakuten Securities, Inc. | — | $430.21M | 914 | 2026-08-12 |
| Strategic Family Wealth Counselors, L.L.C. | NJ | $429.96M | 182 | 2026-08-14 |
| RAFFA WEALTH MANAGEMENT, LLC | — | $429.73M | 1113 | 2026-07-27 |
| Prostatis Group LLC | MD | $429.39M | 190 | 2026-08-14 |
| Virtus Investment Advisers, LLC | CT | $429.24M | 463 | 2026-08-11 |
| Main Street Group, LTD | CA | $429.19M | 1544 | 2026-07-13 |
| Navalign, LLC | CA | $429.11M | 132 | 2026-07-28 |
| LEGACY FINANCIAL GROUP, INC. | PA | $428.53M | 104 | 2026-07-30 |
| Old Mission Investment Co LLC | — | $428.36M | 149 | 2026-09-16 |
| TRUEFG, LLC | TX | $428.22M | 75 | 2026-07-16 |
| Straight Path Wealth Management | — | $427.81M | 141 | 2026-07-27 |
| BOONE CAPITAL MANAGEMENT LLC | GA | $427.54M | 16 | 2026-08-14 |
| BankPlus Trust Department | — | $427.52M | 514 | 2026-07-28 |
| KOTLER KEVIN | — | $427.50M | 50 | 2026-02-17 |
| Sound Capital Solutions LLC | — | $427.44M | 309 | 2026-08-13 |
| Dockside LLC | NY | $427.38M | 184 | 2026-08-03 |
| DSC Meridian Capital LP | NY | $427.16M | 15 | 2026-08-14 |
| Ironsides Asset Advisors, LLC | NC | $426.89M | 83 | 2026-08-12 |
| Vermillion Wealth Management, Inc. | MN | $426.55M | 1786 | 2026-07-16 |
| PRAIRIE ADVISORY, LLC | — | $426.42M | 167 | 2026-07-20 |
| Ruedi Wealth Management, Inc. | IL | $426.30M | 62 | 2026-07-29 |
| LIFELONG WEALTH ADVISORS, INC. | MN | $425.62M | 99 | 2026-07-16 |
| Ashoka WhiteOak Capital Pte Ltd | — | $425.28M | 17 | 2026-08-07 |
| Wealth Management Partners, LLC | CA | $425.00M | 154 | 2026-07-22 |
| Sterling Investment Counsel, LLC | NY | $424.85M | 197 | 2026-07-20 |
| Rinkey Investments | CA | $424.81M | 128 | 2026-07-20 |
| SWMG, LLC | TX | $424.46M | 100 | 2026-07-15 |
| AMJ Financial Wealth Management | VA | $424.01M | 86 | 2026-08-10 |
| Myriad Asset Management Advisors LLC | FL | $423.78M | 49 | 2026-07-20 |
| Meredith Wealth Planning | IL | $423.71M | 74 | 2026-07-24 |
| AVALON CAPITAL MANAGEMENT | TX | $423.39M | 130 | 2026-07-16 |
| MILLER VALUE PARTNERS, LLC | FL | $423.07M | 56 | 2026-08-14 |
| Atlatl Advisers LLC | WI | $421.15M | 459 | 2026-07-22 |
| DELTA FINANCIAL ADVISORS LLC | NY | $421.05M | 152 | 2026-08-05 |
| EnRich Financial Partners LLC | WI | $420.98M | 67 | 2026-07-27 |
| Compass Advisory Group LLC | CT | $420.80M | 89 | 2026-08-11 |
| PYA Waltman Capital, LLC | TN | $420.55M | 67 | 2026-08-14 |
| True Wealth Design, LLC | OH | $420.46M | 2656 | 2026-07-16 |
| ETF Portfolio Partners, Inc. | KS | $420.38M | 70 | 2026-07-13 |
| ATTICUS WEALTH MANAGEMENT, LLC | FL | $420.12M | 177 | 2026-07-15 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | PA | $419.87M | 140 | 2026-08-10 |
| UNIVERSITY OF CHICAGO | — | $419.72M | 14 | 2026-08-14 |
| BALLAST ADVISORS LLC | KY | $419.71M | 197 | 2026-08-12 |
| Prairie Wealth Advisors, Inc. | NE | $419.62M | 258 | 2026-08-12 |
| 325 CAPITAL LLC | NY | $419.50M | 12 | 2026-08-14 |
| ROMAN BUTLER FULLERTON & CO | MO | $419.14M | 280 | 2026-08-06 |
| Xcel Wealth Management, LLC | FL | $419.09M | 140 | 2026-07-24 |
| Daybright Advisory Services, Inc. | FL | $418.95M | 145 | 2026-08-04 |
| SOMERVILLE KURT F | — | $418.80M | 407 | 2026-08-11 |
| Sunflower Bank, N.A. | — | $418.35M | 226 | 2026-08-14 |
| New England Capital Financial Advisors LLC | CT | $418.26M | 432 | 2026-07-27 |
| Centurion Wealth Management LLC | VA | $418.23M | 283 | 2026-07-09 |
| TSP Capital Management Group, LLC | NJ | $418.01M | 43 | 2026-07-31 |
| Fi3 FINANCIAL ADVISORS, LLC | IN | $417.90M | 233 | 2026-08-14 |
| Landmark Wealth Management, LLC | NY | $417.88M | 151 | 2026-08-10 |
| Concentrum Wealth Management | CA | $417.83M | 127 | 2026-08-06 |
| Vestwell Advisors, LLC | NY | $417.82M | 26 | 2026-08-14 |
| Resolute Advisors LLC | CA | $417.46M | 82 | 2026-08-14 |
| Almitas Capital LLC | CA | $417.36M | 130 | 2026-08-17 |
| CONSILIO WEALTH ADVISORS, LLC | WA | $417.35M | 110 | 2026-08-10 |
| EPG Wealth Management LLC | GA | $417.33M | 318 | 2026-07-28 |
| McMill Wealth Management | NE | $416.91M | 61 | 2026-08-17 |
| ANCHYRA PARTNERS LLC | GA | $416.39M | 350 | 2026-07-23 |
| Revisor Wealth Management LLC | OH | $416.17M | 371 | 2026-07-22 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | CA | $416.16M | 80 | 2026-08-13 |
| CAPITAL WEALTH MANAGEMENT, LLC | CA | $415.89M | 39 | 2026-07-09 |
| Prasad Wealth Partners, LLC | OH | $415.56M | 160 | 2026-07-29 |
| Walter Public Investments Inc. | — | $415.51M | 53 | 2026-08-05 |
| BigSur Wealth Management LLC | FL | $415.50M | 170 | 2026-07-14 |
| Squire Investment Management Company, LLC | UT | $415.31M | 89 | 2026-07-28 |
| KFA Private Wealth Group, LLC | VA | $415.23M | 150 | 2026-07-28 |
| Oldfield Partners LLP | — | $414.83M | 18 | 2026-07-10 |
| Pioneer Wealth Management Group | TX | $413.94M | 55 | 2026-07-07 |
| Measured Wealth Private Client Group, LLC | NH | $413.73M | 723 | 2026-08-10 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | NC | $413.63M | 164 | 2026-07-22 |
| RFG - Bristol Wealth Advisors, LLC | MA | $413.63M | 188 | 2026-07-27 |
| Hudson Capital Management LLC | TX | $413.63M | 74 | 2026-07-14 |
| Vision Retirement, LLC | NJ | $413.62M | 621 | 2026-07-21 |
| BNC WEALTH MANAGEMENT, LLC | OR | $413.55M | 107 | 2026-07-21 |
| Siena Capital Partners GP, LLC | IL | $413.42M | 101 | 2026-08-14 |
| Synergy Investment Management, LLC | WA | $413.37M | 1642 | 2026-08-14 |
| WP Advisors, LLC | IL | $413.33M | 119 | 2026-07-29 |
| JRM Investment Counsel, LLC | — | $413.30M | 21 | 2026-08-13 |
| CYPRESS FINANCIAL PLANNING LLC | NJ | $412.92M | 109 | 2026-07-09 |
| Kanen Wealth Management LLC | FL | $412.58M | 37 | 2026-08-13 |
| Hilltop Partners LLC | TX | $412.35M | 150 | 2026-08-05 |
| Kiltearn Partners LLP | — | $412.12M | 29 | 2026-08-12 |
| WealthCare Investment Partners, LLC | PA | $411.75M | 206 | 2026-08-10 |
| MCDONALD PARTNERS LLC | OH | $411.74M | 621 | 2026-07-28 |
| Accretive Wealth Partners, LLC | NJ | $411.63M | 181 | 2026-07-29 |
| Taylor Hoffman Capital Management LLC | VA | $411.60M | 122 | 2026-08-11 |
| Prism Advisors, Inc. | KS | $411.58M | 77 | 2026-07-24 |
| ENDEAVOR PRIVATE WEALTH, INC. | KS | $411.50M | 464 | 2026-08-14 |
| Inlet Private Wealth, LLC | FL | $411.33M | 133 | 2026-08-07 |
| ELEVATUS WELATH MANAGEMENT | NY | $411.14M | 243 | 2026-08-13 |
| Aspiring Ventures, LLC | OH | $411.13M | 192 | 2026-08-05 |
| Financial Perspectives, Inc | MN | $410.87M | 728 | 2026-07-24 |