Top Institutional Investors

13F filers ranked by AUM, holdings count, and filing recency. Includes hedge funds, asset managers, banks, and pensions.

AUM is the long-equity portion reported on Form 13F-HR (most recent filing). Excludes short positions, cash, and non-13F assets. For informational purposes only — not investment advice. See Terms §17.

Latest 13F Filings
Showing 4 filings ingested in the last 24 hours
Filer Period Filed Holdings AUM Ingested
Tudor Financial Inc. 2026-06-30 2026-08-06 151 $222.36M
Marin Bay Wealth Advisors, LLC 2026-06-30 2026-08-05 134 $379.20M
LANGLEY WEALTH MANAGEMENT, LLC 2026-06-30 2026-08-06 130 $15.18M
General Pension Society PZU Joint Stock Co 2026-06-30 2026-08-10 16 $668.15M
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Results

100

Filers matching your filter

Coverage

9,289 / 9,289

Enriched / total advisors

Top Filer AUM

$6.90T

Largest 13F portfolio in results

Leaderboard
# Filer Location AUM Holdings Top Holdings Q/Q Activity Filed Period
1 VANGUARD GROUP INC
CIK 102909
MALVERN, PA $6.90T 17,686
NVIDIA CORPORATION5.5%
APPLE INC5.0%
MICROSOFT CORP4.5%
+123−138↑1649↓1622 2026-01-29 2025-12-31
2 BlackRock, Inc.
CIK 2012383
SAN FRANCISCO, CA $5.72T 50,651
NVIDIA CORPORATION2.2%
APPLE INC1.9%
NVIDIA CORPORATION1.5%
+332−210↑2107↓2154 2026-05-13 2026-03-31
3 STATE STREET CORP
CIK 93751
LONDON, MA, United Kingdom $2.90T 4,269
NVIDIA CORPORATION6.0%
APPLE INC5.3%
MICROSOFT CORP3.9%
+118−137↑1634↓1742 2026-05-15 2026-03-31
4 FMR LLC
CIK 315066
BOSTON, MA $1.90T 13,282
NVIDIA CORPORATION6.4%
AMAZON COM INC2.7%
APPLE INC2.6%
+287−290↑2484↓1909 2026-05-15 2026-03-31
5 MORGAN STANLEY
CIK 895421
NEW YORK, NY $1.67T 45,419
APPLE INC1.6%
MICROSOFT CORP1.3%
NVIDIA CORPORATION1.2%
+515−476↑3351↓2717 2026-05-27 2025-12-31
6 GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
BOSTON, MA $1.61T 8,577
NVIDIA CORP5.7%
APPLE INC5.1%
MICROSOFT CORP3.8%
+213−169↑1933↓1665 2026-05-15 2026-03-31
7 JPMORGAN CHASE & CO
CIK 19617
NEW YORK, NY $1.56T 33,063
NVIDIA CORPORATION2.9%
APPLE INC2.4%
MICROSOFT CORP1.8%
+6419−255↑33↓67 2026-05-13 2026-03-31
8 BANK OF AMERICA CORP /DE/
CIK 70858
BOSTON, MA $1.37T 17,872
VANGUARD INDEX FDS1.6%
VANGUARD INDEX FDS1.4%
NVIDIA CORPORATION1.1%
+146−1736↑2665↓2050 2026-05-18 2026-03-31
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
BALA CYNWYD, PA $893.33B 14,878
STATE STR SPDR S&P 500 ETF T0.7%
INVESCO QQQ TR0.5%
TESLA INC0.2%
+1626−1059↑2423↓2211 2026-05-15 2026-03-31
10 GOLDMAN SACHS GROUP INC
CIK 886982
NEW YORK, NY $870.94B 13,579
NVIDIA CORPORATION3.0%
APPLE INC2.7%
STATE STR SPDR S&P 500 ETF T2.2%
+620−445↑2481↓1808 2026-05-15 2026-03-31
11 JANE STREET GROUP, LLC
CIK 1595888
NEW YORK, NY $777.22B 19,058
STATE STR SPDR S&P 500 ETF T1.4%
STATE STR SPDR S&P 500 ETF T0.2%
INVESCO QQQ TR0.1%
+1783−1783↑2039↓2022 2026-05-12 2026-03-31
12 NORTHERN TRUST CORP
CIK 73124
CHICAGO, IL $756.58B 19,864
NVIDIA CORPORATION4.0%
APPLE INC3.6%
MICROSOFT CORP2.7%
+131−184↑1776↓1713 2026-05-14 2026-03-31
13 Capital World Investors
CIK 1422849
LOS ANGELES, CA $732.94B 620
BROADCOM INC4.9%
META PLATFORMS INC3.2%
MICROSOFT CORP3.1%
+110−64↑235↓222 2026-05-13 2026-03-31
14 UBS Group AG
CIK 1610520
ZURICH $666.32B 22,771
APPLE INC1.0%
MICROSOFT CORP1.0%
NVIDIA CORPORATION1.0%
+1304−1277↑3843↓3145 2026-05-05 2026-03-31
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
SAN FRANCISCO, CA $654.47B 3,645
NVIDIA CORPORATION4.3%
APPLE INC4.0%
MICROSOFT CORP3.0%
+93−94↑1248↓1484 2026-05-15 2026-03-31
16 Capital Research Global Investors
CIK 1422848
LOS ANGELES, CA $644.56B 459
BROADCOM INC5.6%
MICROSOFT CORP5.5%
NVIDIA CORPORATION5.2%
+67−42↑208↓149 2026-05-13 2026-03-31
17 CITADEL ADVISORS LLC
CIK 1423053
MIAMI, FL $618.47B 15,589
ISHARES TR0.4%
NVIDIA CORPORATION0.3%
NVIDIA CORPORATION0.3%
+1520−1384↑2079↓2170 2026-05-15 2026-03-31
18 ROYAL BANK OF CANADA
CIK 1000275
LONDON, United Kingdom $570.14B 25,608
ROYAL BK CDA1.1%
ISHARES TR0.9%
ROYAL BK CDA0.9%
+511−460↑2365↓2889 2026-05-15 2026-03-31
19 Bank of New York Mellon Corp
CIK 1390777
NEW YORK, NY $543.91B 33,728
NVIDIA CORP2.3%
APPLE INC2.0%
MICROSOFT CORP1.5%
+186−170↑1471↓1683 2026-05-05 2026-03-31
20 WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
BOSTON, MA $535.46B 7,458
NVIDIA CORPORATION3.7%
MICROSOFT CORP3.2%
APPLE INC2.7%
+154−181↑641↓839 2026-05-15 2026-03-31
21 WELLS FARGO & COMPANY/MN
CIK 72971
LONDON, CA, United Kingdom $530.34B 17,971
APPLE INC1.5%
MICROSOFT CORP1.3%
ISHARES TR1.3%
unchanged 2026-07-08 2026-03-31
22 DIMENSIONAL FUND ADVISORS LP
CIK 354204
AUSTIN, TX $481.39B 13,635
NVIDIA CORPORATION2.9%
APPLE INC2.6%
MICROSOFT CORP1.9%
+82−107↑1355↓1174 2026-05-07 2026-03-31
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
CIK 861177
NEW YORK, NY $480.98B 19,242
NVIDIA CORPORATION2.5%
APPLE INC1.8%
MICROSOFT CORP1.6%
+598−76↑1848↓963 2026-05-13 2026-03-31
24 Legal & General Group Plc
CIK 764068
LONDON, United Kingdom $432.39B 8,115
NVIDIA CORPORATION2.4%
APPLE INC2.3%
NVIDIA CORPORATION2.2%
+49−75↑958↓1825 2026-05-08 2026-03-31
25 Capital International Investors
CIK 1562230
LYNNFIELD, MA $426.52B 438
BROADCOM INC6.1%
MICROSOFT CORP4.8%
NVIDIA CORPORATION4.0%
+52−68↑83↓263 2026-05-13 2026-03-31
26 BARCLAYS PLC
CIK 312069
NEW YORK, NY $416.25B 12,241
ISHARES TR9.7%
NVIDIA CORPORATION2.2%
MICROSOFT CORP1.5%
+403−639↑1086↓2658 2026-05-15 2026-03-31
27 FRANKLIN RESOURCES INC
CIK 38777
SAN MATEO, CA $408.30B 14,782
NVIDIA CORPORATION2.1%
MICROSOFT CORP1.6%
APPLE INC1.3%
+238−179↑1354↓1070 2026-05-13 2026-03-31
28 LPL Financial LLC
CIK 1403438
FORT MILL, SC $376.56B 5,964
ISHARES TR2.0%
STATE STR SPDR S&P 500 ETF T1.7%
INVESCO QQQ TR1.6%
+312−198↑2516↓1867 2026-05-06 2026-03-31
29 ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
CHICAGO, IL $373.58B 4,703
ISHARES TR5.8%
VANGUARD INDEX FDS1.7%
BLACKROCK ETF TRUST1.7%
+422−158↑2431↓1079 2026-05-04 2026-03-31
30 Invesco Ltd.
CIK 914208
DOWNERS GROVE, IL $370.67B 101
NVIDIA CORP NVDA8.7%
APPLE INC AAPL7.6%
MICROSOFT CORP MSFT5.6%
+1−1↑25↓64 2026-07-15 2026-03-31
31 Nuveen, LLC
CIK 1871926
CHICAGO, IL $369.27B 7,665
NVIDIA CORPORATION3.8%
APPLE INC3.0%
MICROSOFT CORP2.5%
+74−100↑1289↓1360 2026-04-30 2026-03-31
32 Amundi
CIK 1330387
PARIS $367.10B 5,406
NVIDIA CORPORATION5.8%
TOTALENERGIES SE5.0%
APPLE INC4.6%
+289−91↑983↓576 2026-05-18 2026-03-31
33 RAYMOND JAMES FINANCIAL INC
CIK 720005
ST. PETERSBURG, FL $324.42B 13,521
VANGUARD INDEX FDS4.9%
ISHARES TR2.5%
APPLE INC1.5%
+310−198↑2177↓1710 2026-05-14 2026-03-31
34 ALLIANCEBERNSTEIN L.P.
CIK 1109448
NASHVILLE, TN $308.81B 3,251
NVIDIA CORPORATION5.9%
MICROSOFT CORP5.0%
AMAZON COM INC3.9%
+74−81↑751↓941 2026-05-15 2026-03-31
35 DEUTSCHE BANK AG\
CIK 948046
NEW YORK, NY $302.65B 13,982
NVIDIA CORPORATION2.9%
APPLE INC2.2%
MICROSOFT CORP2.1%
+147−146↑1595↓1371 2026-05-06 2026-03-31
36 MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
BOSTON, MA $297.52B 3,996
NVIDIA CORPORATION3.2%
MICROSOFT CORP2.4%
APPLE INC2.1%
+90−60↑330↓401 2026-05-14 2026-03-31
37 Fisher Asset Management, LLC
CIK 850529
PLANO, TX $294.89B 1,016
NVIDIA CORP COM5.2%
APPLE INC4.9%
ISHARES TR 7 10YR TR BD ETF4.8%
+118−119↑387↓357 2026-05-05 2026-03-31
38 Optiver Holding B.V.
CIK 1859606
AMSTERDAM, Netherlands $289.48B 2,361
TAIWAN SEMICONDUCTOR MANUFAC0.2%
ORACLE CORP0.1%
MICRON TECHNOLOGY INC0.1%
↓1 2026-06-02 2026-03-31
39 IMC-Chicago, LLC
CIK 1452861
CHICAGO, IL $278.36B 6,112
TESLA INC0.2%
SPROTT ASSET MANAGEMENT LP0.1%
STATE STR SPDR S&P 500 ETF T0.1%
+759−319↑216↓298 2026-05-05 2026-03-31
40 BANK OF MONTREAL /CAN/
CIK 927971
TORONTO, Ontario, Canada $268.54B 13,875
BURFORD CAPITAL LIMITED2.5%
NVIDIA CORPORATION2.1%
ROYAL BK CDA1.3%
+276−236↑1115↓1220 2026-05-13 2026-03-31
41 BERKSHIRE HATHAWAY INC
CIK 1067983
OMAHA, NE $263.10B 90
AMERICAN EXPRESS CO17.1%
COCA COLA CO8.2%
APPLE INC7.8%
+3−16↑11↓13 2026-05-15 2026-03-31
42 MILLENNIUM MANAGEMENT LLC
CIK 1273087
NEW YORK, NY $240.29B 5,624
ISHARES TR3.5%
NVIDIA CORPORATION0.8%
SPDR SERIES TRUST0.7%
+468−677↑1550↓1640 2026-05-15 2026-03-31
43 CITIGROUP INC
CIK 831001
NEW YORK, NY $234.54B 11,050
NVIDIA CORPORATION2.6%
MICROSOFT CORP1.8%
APPLE INC1.5%
+446−496↑2367↓1798 2026-05-11 2026-03-31
44 AQR CAPITAL MANAGEMENT LLC
CIK 1167557
GREENWICH, CT $218.37B 20,832
NVIDIA CORPORATION2.4%
MICROSOFT CORP1.6%
APPLE INC1.6%
+288−111↑2153↓873 2026-05-15 2026-03-31
45 CTC LLC
CIK 1445893
CHICAGO, IL $217.17B 112
ISHARES SILVER TR0.1%
ALPHABET INC0.1%
TAIWAN SEMICONDUCTOR MANUFAC0.1%
+10−23↑9↓5 2026-05-21 2026-03-31
46 JANUS HENDERSON GROUP PLC
CIK 1274173
LONDON $209.44B 4,333
NVIDIA CORPORATION5.9%
MICROSOFT CORP3.7%
ALPHABET INC2.9%
+34↑55 2026-05-18 2026-03-31
47 JONES FINANCIAL COMPANIES LLLP
CIK 815917
DES PERES, MO $208.07B 5,771
VANGUARD INDEX TR7.9%
ISHARES CORE US AGGREGATE BOND6.2%
ISHARES CORE S&P 500 ETF5.8%
+574−269↑3032↓783 2026-05-15 2026-03-31
48 BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
PARIS, France $205.81B 17,681
NVIDIA Corp2.7%
Microsoft Corp2.3%
Amazon.com Inc1.5%
+464−322↑1994↓2093 2026-05-12 2026-03-31
49 AMERICAN CENTURY COMPANIES INC
CIK 748054
KANSAS CITY, MO $194.27B 2,830
NVIDIA CORPORATION5.5%
APPLE INC3.3%
MICROSOFT CORP3.1%
+140−121↑1350↓962 2026-05-15 2026-03-31
50 HSBC HOLDINGS PLC
CIK 873630
LONDON $191.56B 8,884
NVIDIA CORPORATION3.7%
APPLE INC3.1%
MICROSOFT CORP2.6%
+320−250↑877↓936 2026-04-30 2026-03-31
51 PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
DES MOINES, IA $187.24B 4,452
NVIDIA CORPORATION3.6%
MICROSOFT CORP2.8%
APPLE INC2.8%
+134−137↑862↓785 2026-05-04 2026-03-31
52 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
BOSTON, MA $184.75B 1,810
MICROSOFT CORP4.9%
AMAZON COM INC3.7%
BROADCOM INC3.1%
+331−329↑684↓649 2026-05-14 2026-03-31
53 DODGE & COX
CIK 200217
SAN FRANCISCO, CA $181.98B 222
Johnson Controls International PLC4.1%
The Charles Schwab Corp.3.9%
RTX Corp.3.8%
+7−7↑82↓96 2026-05-14 2026-03-31
54 Sumitomo Mitsui Trust Group, Inc.
CIK 1475365
MINATO-KU, TOKYO, Japan $175.06B 1,080
NVIDIA CORP6.7%
APPLE INC5.5%
MICROSOFT CORP3.7%
+86−53↑504↓280 2026-07-30 2026-06-30
55 Swiss National Bank
CIK 1582202
ZURICH, Switzerland $173.79B 2,301
NVIDIA CORPORATION7.2%
APPLE INC6.3%
MICROSOFT CORP4.4%
+52−62↑937↓853 2026-05-07 2026-03-31
56 PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
PITTSBURGH, PA $173.21B 17,145
ELI LILLY & CO26.6%
ISHARES TR5.0%
APPLE INC1.8%
+243−236↑2160↓1749 2026-05-08 2026-03-31
57 D. E. Shaw & Co., Inc.
CIK 1009207
NEW YORK, NY $166.31B 5,804
NVIDIA CORPORATION1.0%
BOSTON SCIENTIFIC CORP0.8%
BROADCOM INC0.7%
+467−435↑1074↓1366 2026-05-15 2026-03-31
58 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 919079
SACRAMENTO, CA $162.49B 1,064
VANGUARD INDEX FDS12.4%
NVIDIA CORPORATION7.3%
APPLE INC5.9%
+26−48↑323↓526 2026-05-06 2026-03-31
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
MILWAUKEE, WI $162.43B 4,113
ISHARES TR13.9%
VANGUARD BD INDEX FDS6.1%
ISHARES TR5.4%
+568−462↑1661↓1187 2026-05-07 2026-03-31
60 VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
SAN ANTONIO, TX $156.12B 2,565
NVIDIA CORPORATION3.7%
APPLE INC3.0%
MICROSOFT CORP2.5%
+96−107↑947↓1033 2026-05-15 2026-03-31
61 CANADA PENSION PLAN INVESTMENT BOARD
CIK 1283718
TORONTO ONTARIO, Ontario, Canada $155.03B 1,680
NVIDIA CORPORATION5.5%
APPLE INC4.2%
MICROSOFT CORP3.6%
+95−386↑727↓672 2026-05-15 2026-03-31
62 SIMPLEX TRADING, LLC
CIK 1488542
CHICAGO, IL $149.08B 10,161
NVIDIA CORPORATION0.2%
AMAZON COM INC0.1%
STATE STR SPDR S&P 500 ETF T0.1%
+1128−964↑609↓833 2026-05-14 2026-03-31
63 Mitsubishi UFJ Asset Management Co., Ltd.
CIK 1466546
TOKYO $148.96B 1,618
NVIDIA CORPORATION6.6%
APPLE INC5.8%
MICROSOFT CORP4.8%
+21−29↑668↓628 2026-05-12 2026-03-31
64 Creative Planning
CIK 1540235
OVERLAND PARK, KS $147.42B 4,753
ISHARES TR10.5%
VANGUARD BD INDEX FDS6.0%
VANGUARD TAX-MANAGED FDS5.2%
+331−129↑2178↓950 2026-05-12 2026-03-31
65 JENNISON ASSOCIATES LLC
CIK 53417
NEW YORK, NY $145.41B 780
NVIDIA CORPORATION8.6%
AMAZON COM INC5.8%
APPLE INC5.7%
+81−93↑209↓227 2026-05-06 2026-03-31
66 FIRST TRUST ADVISORS LP
CIK 1125816
WHEATON, IL $139.95B 2,882
NVIDIA CORPORATION1.3%
CISCO SYS INC1.2%
BROADCOM INC1.1%
+119−141↑1210↓917 2026-05-13 2026-03-31
67 WOLVERINE TRADING, LLC
CIK 927337
CHICAGO, IL $138.73B 5,565
SPDR S&P 500 ETF TR0.4%
NVIDIA CORPORATION0.1%
ISHARES TR0.1%
+666−292↑547↓297 2025-11-14 2025-09-30
68 National Pension Service
CIK 1608046
JEONJU-SI, JEOLLABUK-DO $131.68B 562
NVIDIA CORPORATION6.8%
APPLE INC6.0%
MICROSOFT CORP4.2%
+20−19↑237↓213 2026-05-12 2026-03-31
69 Neuberger Berman Group LLC
CIK 1465109
NEW YORK, NY $131.41B 3,889
NVIDIA CORP3.8%
MICROSOFT CORP3.1%
APPLE INC3.0%
+169−117↑876↓791 2026-05-14 2026-03-31
70 FIL Ltd
CIK 318989
PEMBROKE, Bermuda $128.75B 1,826
ROYAL BK CDA2.7%
MICROSOFT CORP2.7%
ALPHABET INC2.1%
+177−90↑342↓476 2026-05-15 2026-03-31
71 PRIMECAP MANAGEMENT CO/CA/
CIK 763212
PASADENA, CA $127.01B 320
ELI LILLY & CO6.7%
MICRON TECHNOLOGY INC5.8%
ALPHABET INC3.4%
+9−8↑101↓143 2026-05-11 2026-03-31
72 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
BLOOMINGTON, IL $126.86B 197
CATERPILLAR INC5.8%
ELI LILLY & CO5.4%
JOHNSON & JOHNSON4.2%
+2−4↑51↓39 2026-05-13 2026-03-31
73 TWO SIGMA INVESTMENTS, LP
CIK 1179392
NEW YORK, NY $123.93B 4,546
NVIDIA CORPORATION1.6%
APPLE INC1.2%
AMAZON COM INC1.1%
+674−462↑1713↓1021 2026-05-15 2026-03-31
74 TD ASSET MANAGEMENT INC
CIK 1056053
MEMPHIS, TN $123.25B 1,702
NVIDIA CORPORATION3.7%
ROYAL BK CDA3.1%
APPLE INC2.8%
+87−89↑451↓503 2026-05-11 2026-03-31
75 SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 1086619
LONDON, United Kingdom $121.96B 3,326
NVIDIA CORPORATION4.5%
ALPHABET INC3.8%
APPLE INC3.7%
+135−99↑405↓493 2026-05-14 2026-03-31
76 RHUMBLINE ADVISERS
CIK 1115418
BOSTON, MA $116.90B 4,151
NVIDIA CORP COM6.3%
APPLE INC COM STK5.6%
MICROSOFT CORP COM4.1%
+84−120↑1460↓1757 2026-05-12 2026-03-31
77 MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 928047
CANADA, Ontario, Canada $116.28B 2,805
MICROSOFT CORP3.6%
NVIDIA CORPORATION2.9%
AMAZON COM INC2.8%
+102−147↑880↓1347 2026-05-15 2026-03-31
78 Swedbank AB
CIK 946431
STOCKHOLM, Sweden $115.99B 1,123
NVIDIA CORPORATION7.5%
APPLE INC5.0%
MICROSOFT CORP4.7%
+44−32↑399↓181 2026-07-15 2026-06-30
79 Clearbridge Investments, LLC
CIK 1348883
NEW YORK, NY $114.89B 794
NVIDIA Corp4.9%
Microsoft Corp3.0%
Apple Inc2.9%
+49−56↑248↓309 2026-05-13 2026-03-31
80 NATIONAL BANK OF CANADA /FI/
CIK 926171
MONTREAL, Quebec, Canada $111.52B 5,484
NVIDIA CORPORATION4.2%
APPLE INC2.5%
MICROSOFT CORP2.2%
+318−261↑855↓1018 2026-05-15 2026-03-31
81 STIFEL FINANCIAL CORP
CIK 720672
NEW YORK, NY $108.79B 8,981
APPLE INC1.5%
NVIDIA CORPORATION1.4%
MICROSOFT CORP1.4%
+215−156↑1382↓1241 2026-05-12 2026-03-31
82 1832 Asset Management L.P.
CIK 944388
TORONTO $108.78B 647
TORONTO DOMINION BK ONT2.6%
ROYAL BK CDA2.5%
MICROSOFT CORP2.2%
+70−116↑203↓254 2026-05-14 2026-03-31
83 SEI INVESTMENTS CO
CIK 350894
OAKS, PA $108.45B 6,108
NVIDIA CORPORATION2.6%
APPLE INC2.0%
MICROSOFT CORP1.8%
+254−144↑1814↓824 2026-05-13 2026-03-31
84 NORDEA INVESTMENT MANAGEMENT AB
CIK 1218210
STOCKHOLM, Sweden $107.20B 1,994
NVIDIA CORPORATION3.5%
APPLE INC3.1%
MICROSOFT CORP2.5%
+44−39↑270↓425 2026-05-13 2026-03-31
85 Pictet Asset Management Holding SA
CIK 1993888
GENEVA, Switzerland $104.66B 2,143
NVIDIA CORPORATION4.1%
ALPHABET INC2.8%
BROADCOM INC2.7%
+122−83↑1112↓594 2026-07-30 2026-06-30
86 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
CIK 1694217
FRANKFURT AM MAIN, Germany $102.02B 2,140
MICROSOFT CORP5.3%
APPLE INC4.8%
NVIDIA CORPORATION4.0%
+79−114↑436↓296 2026-05-04 2024-09-30
87 MARSHALL WACE, LLP
CIK 1318757
LONDON, United Kingdom $100.41B 6,623
ISHARES-S&P 5008.4%
ISHARES-S&P 5007.7%
SPDR PORTFOLIO L2.8%
+754−590↑958↓875 2026-05-15 2026-03-31
88 BAILLIE GIFFORD & CO
CIK 1088875
NEW YORK, NY $97.89B 906
MercadoLibre3.8%
NVIDIA3.7%
Spotify Technology SA2.9%
+16−11↑53↓172 2026-05-08 2026-03-31
89 VOYA INVESTMENT MANAGEMENT LLC
CIK 1068837
NEW YORK, NY $96.10B 3,717
NVIDIA CORPORATION4.0%
APPLE INC2.6%
BROADCOM INC2.1%
+85−145↑828↓1079 2026-05-12 2026-03-31
90 Boston Partners
CIK 1386060
BOSTON, MA $95.47B 1,772
JPMORGAN CHASE & CO1.4%
US FOODS HLDG CORP1.2%
CENCORA INC1.1%
+106−92↑279↓266 2026-05-11 2026-03-31
91 Allianz Asset Management GmbH
CIK 1535323
MUNICH, Germany $95.38B 3,758
VENTURE GLOBAL INC4.2%
NVIDIA CORPORATION3.8%
APPLE INC3.0%
+128−126↑613↓576 2026-05-11 2026-03-31
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
WEST SACRAMENTO, CA $94.49B 2,925
NVIDIA CORP6.8%
APPLE INC6.0%
MICROSOFT CORP4.2%
+20−149↑1342↓1150 2026-05-18 2026-03-31
93 HighTower Advisors, LLC
CIK 1462245
CHICAGO, IL $94.22B 3,796
APPLE INC3.2%
JOHNSON & JOHNSON2.7%
ISHARES TR2.2%
+350−198↑1474↓1164 2026-05-05 2026-03-31
94 Cetera Investment Advisers
CIK 1666741
SCHAUMBURG, IL $94.00B 4,790
ISHARES TR3.0%
APPLE INC1.9%
NVIDIA CORPORATION1.8%
+273−194↑1970↓1448 2026-05-13 2026-03-31
95 Russell Investments Group, Ltd.
CIK 1692234
SEATTLE, WA $93.07B 24,600
NVIDIA CORPORATION2.1%
APPLE INC1.7%
MICROSOFT CORPORATION1.2%
+213−155↑1815↓1634 2026-05-08 2026-03-31
96 Qube Research & Technologies Ltd
CIK 1729829
LONDON, United Kingdom $89.93B 3,481
APPLE INC1.6%
MICROSOFT CORP1.0%
MICRON TECHNOLOGY INC0.8%
+614−740↑1044↓884 2026-05-15 2026-03-31
97 Focus Partners Wealth
CIK 1542153
ST. LOUIS, MO $89.91B 2,644
APPLE INC2.8%
NVIDIA CORPORATION2.4%
MICROSOFT CORP2.2%
+234−235↑994↓808 2026-05-15 2026-03-31
98 Belvedere Trading LLC
CIK 1632341
CHICAGO, IL $87.61B 1,038
NVIDIA CORPORATION0.5%
MICRON TECHNOLOGY INC0.2%
SANDISK CORP0.1%
+215−116↑59↓50 2026-07-31 2026-06-30
99 BNP Paribas Asset Management Holding S.A.
CIK 1520354
NEW YORK, NY $86.14B 4,052
NVIDIA CORPORATION3.3%
APPLE INC2.6%
MICROSOFT CORP2.2%
+111−118↑2147 2026-05-14 2026-03-31
100 Mariner, LLC
CIK 1373442
NEW YORK, NY $85.65B 5,619
NVIDIA CORPORATION5.0%
APPLE INC4.9%
ISHARES TR3.6%
+396−375↑1504↓1100 2026-05-13 2026-03-31

About 13F Filings

What is Form 13F?

Form 13F-HR is a quarterly disclosure that institutional investment managers with over $100 million in qualifying assets must file with the SEC within 45 days of quarter end. It lists the manager's long positions in U.S. exchange-listed equities and certain options.

Caveats

  • Long-only snapshot: 13F does not report short positions, cash, foreign holdings, fixed income, derivatives sized in notional, or private investments.
  • 45-day lag: Holdings are reported up to 45 days after quarter end, so positions may have changed materially.
  • "Hedge fund" is fuzzy: 13F filers include hedge funds, mutual funds, banks, insurance companies, and pensions. The form itself does not classify the type.
  • AUM here = long-equity 13F book. Total firm AUM may be much larger.
Institutional Filer Directory
3751–4000 of 8225

Every 13F filer with a filing in the last four quarters and 10–5,000 reported positions, largest first by 13F long-equity book.

Institution State 13F AUM Positions Latest Filing
Walter Public Investments Inc. $418.10M 48 2026-04-28
FLORIDA FINANCIAL ADVISORS, LLC FL $418.01M 317 2026-05-07
TSP Capital Management Group, LLC NJ $418.01M 43 2026-07-31
PSI Advisors, LLC FL $417.51M 305 2026-05-15
EPG Wealth Management LLC GA $417.33M 318 2026-07-28
Alight Capital Management LP NC $417.28M 64 2026-05-15
ALPINE WOODS CAPITAL INVESTORS, LLC NY $416.68M 200 2026-05-27
ANCHYRA PARTNERS LLC GA $416.39M 350 2026-07-23
CLARK ESTATES INC/NY $416.21M 97 2026-05-11
Revisor Wealth Management LLC OH $416.17M 371 2026-07-22
Spruce Street Capital LP NY $415.94M 28 2026-05-14
CAPITAL WEALTH MANAGEMENT, LLC CA $415.89M 39 2026-07-09
STEVENS CAPITAL PARTNERS PA $415.88M 166 2026-04-24
Venator Management LLC PA $415.88M 28 2026-05-14
HOWARD HUGHES MEDICAL INSTITUTE $415.82M 31 2026-05-15
Syverson Strege & Co IA $415.61M 169 2026-05-04
Prasad Wealth Partners, LLC OH $415.56M 160 2026-07-29
BigSur Wealth Management LLC FL $415.50M 170 2026-07-14
INCEPTIONR LLC $415.39M 617 2026-05-14
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
SERENITY CAPITAL MANAGEMENT PTE. LTD. $414.37M 10 2026-05-12
Milestone Investment Advisors LLC WI $414.00M 139 2026-05-05
Pioneer Wealth Management Group TX $413.94M 55 2026-07-07
HUSSMAN STRATEGIC ADVISORS, INC. MD $413.73M 252 2026-02-02
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
Sequent Planning LLC NE $413.58M 242 2026-04-21
BNC WEALTH MANAGEMENT, LLC OR $413.55M 107 2026-07-21
Square Wave Capital, LLC NY $413.38M 12 2026-05-15
WP Advisors, LLC IL $413.33M 119 2026-07-29
Outlook Wealth Advisors, LLC TX $413.12M 310 2026-04-17
Varenne Capital Partners $413.04M 30 2026-05-13
Lionstone Capital Management LLC NY $413.01M 12 2026-05-15
CYPRESS FINANCIAL PLANNING LLC NJ $412.92M 109 2026-07-09
CHANNEL WEALTH LLC CA $412.82M 175 2026-05-12
Timber Creek Capital Management LLC MA $412.46M 78 2026-04-28
MCDONALD PARTNERS LLC OH $411.74M 621 2026-07-28
Cincinnati Specialty Underwriters Insurance CO $411.65M 46 2026-05-11
Accretive Wealth Partners, LLC NJ $411.63M 181 2026-07-29
HILL ISLAND FINANCIAL LLC MI $411.60M 84 2026-05-13
Prism Advisors, Inc. KS $411.58M 77 2026-07-24
Sollinda Capital Management LLC FL $411.51M 76 2026-04-30
G2 CAPITAL MANAGEMENT, LLC / OH $411.37M 73 2026-05-12
Long Corridor Asset Management Ltd $411.30M 38 2026-05-12
Financial Perspectives, Inc MN $410.87M 728 2026-07-24
Henrickson Nauta Wealth Advisors, Inc. MI $410.45M 118 2026-07-09
Acorn Wealth Advisors, LLC MI $410.32M 303 2026-07-30
Palumbo Wealth Management LLC NY $409.80M 221 2026-05-12
Pinnacle Financial Group, LLC / IL NY $409.74M 117 2026-07-30
Grace & Mercy Foundation, Inc. $409.69M 21 2026-05-15
Tiger Pacific Capital LP NY $409.54M 10 2026-05-15
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC MA $409.49M 182 2026-07-28
Ifrah Financial Services, Inc. AR $409.46M 214 2026-07-21
KP Management LLC $409.43M 83 2026-05-15
Lineage Point Capital LP $409.32M 271 2026-05-15
Quaker Capital Investments, LLC PA $408.87M 21 2026-05-15
Rooted Wealth Advisors, Inc. IL $408.48M 149 2026-07-28
Lead Edge Capital Management, LLC NY $407.88M 12 2026-05-15
TIFF ADVISORY SERVICES, LLC PA $407.87M 19 2026-07-29
Coleford Investment Management Ltd. $407.76M 24 2026-05-11
Rothschild Capital Partners, LLC IL $407.66M 90 2026-05-15
Dodds Wealth, LLC CO $407.40M 51 2026-05-08
HFR Wealth Management, LLC $407.35M 49 2026-05-04
Burt Wealth Advisors $407.30M 115 2025-11-05
EQ LLC $407.21M 87 2026-07-23
Amicus Financial Advisors, LLC TX $407.00M 95 2026-07-20
RETIREMENT FINANCIAL SOLUTIONS, LLC TN $406.79M 53 2026-07-30
WealthTrust Axiom LLC PA $406.43M 290 2026-05-11
Perbak Capital Partners LLP $406.38M 294 2026-05-15
Bond & Devick Financial Network, Inc. MN $406.15M 207 2026-07-16
G2 Investment Partners Management LLC OH $406.14M 71 2026-05-15
Warner Group LLC MD $406.05M 129 2026-07-27
Tactive Advisors, LLC FL $405.92M 282 2026-07-09
111 Capital $405.90M 328 2026-05-11
ARK & TLK INVESTMENTS, LLC OK $405.90M 127 2026-07-20
Evelyn Partners Asset Management Ltd $405.81M 308 2026-05-15
Headland Capital, LLC SC $405.54M 64 2026-07-29
Benchmark Financial Wealth Advisors, LLC FL $405.48M 148 2026-07-17
SWS Partners OH $405.43M 112 2026-04-21
Compass Wealth Management LLC CT $404.55M 75 2026-04-21
COFG Advisors, LLC IL $404.41M 241 2026-05-11
BUTENSKY & COHEN FINANCIAL SECURITY, INC FL $404.26M 135 2026-07-10
PROATHLETE WEALTH MANAGEMENT LLC FL $404.05M 374 2026-07-21
Northeast Financial Group, Inc. MA $403.97M 90 2026-05-15
Aspen Capital Management, LLC ID $403.97M 77 2026-04-20
McElhenny Sheffield Capital Management, LLC TX $403.78M 108 2026-07-22
Arcataur Capital Management LLC WI $403.50M 105 2026-07-23
OLIO Financial Planning VA $403.11M 68 2026-07-17
Grandview Asset Management LLC PA $402.57M 146 2026-07-24
Steamboat Capital Partners, LLC $402.54M 56 2026-05-15
Bridgefront Capital, LLC TX $402.32M 503 2026-05-15
Sterling Wealth Management, Inc. IL $402.29M 116 2026-07-30
MERIDIAN MANAGEMENT CO AR $401.92M 101 2026-05-05
PING CAPITAL MANAGEMENT, INC. NY $400.98M 93 2026-07-20
Heritage Wealth Management, Inc. VA $400.84M 272 2026-07-28
ABSOLUTE CAPITAL MANAGEMENT, LLC FL $400.81M 162 2026-07-24
Alpine Investment Management Ltd FL $400.80M 13 2026-05-15
BROWN, LISLE/CUMMINGS, INC. RI $400.43M 1021 2026-04-20
Joseph Group Capital Management OH $400.36M 379 2026-05-08
Presidio Capital Management, LLC CA $399.94M 86 2026-07-14
TriaGen Wealth Management LLC CA $399.83M 185 2026-07-21
Elmwood Wealth Management, Inc. CA $399.80M 200 2026-07-08
Sandy Cove Advisors, LLC MA $399.77M 162 2026-07-07
DUMONT & BLAKE INVESTMENT ADVISORS LLC NJ $399.75M 202 2026-04-28
SAYBROOK CAPITAL /NC NY $399.51M 42 2026-07-31
Mokosak Advisory Group, LLC IA $399.50M 34 2026-04-28
Three Bridge Wealth Advisors, LLC CA $399.35M 87 2026-07-27
KETTLE HILL CAPITAL MANAGEMENT, LLC NY $399.10M 45 2026-05-15
Ironsides Asset Advisors, LLC NC $398.71M 80 2026-05-11
Turim 21 Investimentos Ltda. $398.60M 118 2026-05-15
NovaPoint Capital, LLC GA $398.59M 79 2026-05-06
WorthPointe, LLC $398.59M 124 2026-07-31
Fosun International Ltd $398.59M 66 2026-05-14
Hudson Value Partners, LLC FL $398.50M 113 2026-07-10
BARD ASSOCIATES INC IL $398.47M 293 2026-05-08
Summit Investment Advisory Services, LLC MN $398.46M 89 2026-07-24
Tillman Hartley LLC CO $398.30M 146 2026-05-08
BCGM Wealth Management, LLC IN $398.11M 178 2026-05-05
Planning Project LLC TX $398.00M 144 2026-02-12
Vision Capital Corp OR $397.40M 15 2026-05-14
VISTA INVESTMENT PARTNERS LLC NY $397.36M 172 2026-07-09
Dockside LLC NY $397.36M 177 2026-05-11
Elevated Capital Advisors, LLC IN $397.34M 843 2026-04-30
Brown Miller Wealth Management, LLC VA $397.20M 291 2026-07-16
Newton One Investments LLC DE $397.09M 146 2026-07-22
TWIN PEAKS WEALTH ADVISORS, LLC $397.08M 2369 2026-05-08
Pathway Financial Advisers, LLC CA $396.93M 167 2026-07-30
Net Worth Advisory Group UT $396.90M 411 2026-07-14
Lisanti Capital Growth, LLC NY $396.84M 103 2026-05-07
Gray Foundation $396.76M 11 2026-04-22
PLATINUM INVESTMENT MANAGEMENT LTD $396.75M 89 2026-05-14
EMG Holdings, L.P. $396.60M 27 2026-05-19
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IL $396.20M 142 2026-07-20
PCG Wealth Advisors, LLC KS $395.47M 164 2026-04-28
KELLEHER FINANCIAL ADVISORS NY $395.09M 845 2026-05-08
STEPH & CO $394.97M 283 2026-07-16
Henderson Brothers Financial Partners, LLC PA $394.86M 105 2026-05-04
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV PA $394.75M 123 2026-07-24
DKRT Investments Corp. $394.56M 48 2026-05-14
Pacific Center for Financial Services CA $394.28M 513 2026-05-12
Aurdan Capital Management, LLC PA $394.22M 99 2026-07-15
Stone Summit Wealth LLC $394.03M 144 2026-07-23
Fortress Investment Group LLC MN $393.79M 35 2026-05-15
Tidemark, LLC CA $393.47M 901 2026-05-07
Investment Advisory Group, LLC $393.40M 194 2026-04-22
Independent Wealth Network Inc. IA $393.30M 340 2026-07-20
Arjuna Capital MA $393.27M 109 2026-05-06
Crown Wealth Group, LLC NC $392.99M 150 2026-07-21
BridgePort Financial Solutions, LLC AZ $392.86M 240 2026-07-24
Snider Financial Group $392.83M 103 2026-07-14
SRH ADVISORS, LLC KS $392.48M 276 2026-07-24
Divisar Capital Management LLC CA $392.41M 26 2026-05-15
RIPOSTE CAPITAL LLC NY $392.39M 24 2026-05-15
Wellington Shields & Co., LLC NY $392.38M 321 2026-05-04
Euclidean Capital LLC $392.31M 10 2026-05-15
Hollow Brook Wealth Management LLC NY $391.95M 70 2026-05-13
Buckley Wealth Management, LLC NV $391.85M 103 2026-05-13
Southern Financial Group, LLC $391.84M 95 2026-07-24
OFS Enterprise LLC NE $391.71M 106 2026-07-08
Inlet Private Wealth, LLC FL $391.57M 128 2026-05-13
Turas Capital Management LP MA $391.55M 37 2026-05-15
Divergent Planning, LLC MD $391.54M 36 2026-01-12
Mezzasalma Advisors, LLC NJ $391.36M 155 2026-04-17
OAK FAMILY ADVISORS, LLC IL $391.13M 111 2026-07-20
Legacy CG, LLC TX $390.61M 45 2026-07-22
WEBSTERROGERS FINANCIAL ADVISORS, LLC SC $390.39M 103 2026-07-15
Quantum Private Wealth, LLC FL $390.19M 171 2026-07-29
CENTRAL VALLEY ADVISORS, LLC CA $389.89M 226 2026-07-22
Apeiron RIA LLC TX $389.80M 162 2026-07-16
LongView Wealth Management GA $389.80M 227 2026-07-17
PIER 88 INVESTMENT PARTNERS LLC CA $389.71M 112 2026-07-31
Hilltop Partners LLC TX $389.67M 126 2026-05-12
Legacy Wealth Management, LLC / MS TN $389.56M 114 2026-07-08
Smart Money Group LLC TX $389.53M 86 2026-07-29
Supplemental Annuity Collective Trust of NJ $389.46M 298 2026-07-27
Narus Financial Partners, LLC UT $389.31M 177 2026-07-31
Sicart Associates LLC NY $389.28M 74 2026-04-21
AIGEN INVESTMENT MANAGEMENT, LP NY $389.22M 496 2026-05-15
TRUST CO OF OKLAHOMA $389.20M 185 2026-07-14
Trinity Financial Advisors LLC FL $389.08M 95 2026-07-06
St. Clair Advisors, LLC OH $388.70M 78 2026-07-06
Patriot Financial Partners GP II, L.P. $388.33M 12 2026-05-06
Keystone Financial Planning, Inc. OH $387.93M 39 2026-07-15
TERRIL BROTHERS, INC. MO $387.84M 71 2026-07-24
LITTLE HOUSE CAPITAL LLC MA $387.35M 112 2026-05-07
Decagon Asset Management LLP $386.21M 77 2026-05-15
Truffle Hound Capital, LLC MD $385.99M 51 2026-05-07
Prairiewood Capital, LLC ND $385.86M 81 2026-07-28
Baron Wealth Management LLC MI $385.67M 304 2026-07-07
Independence Financial Advisors, LLC PA $385.51M 55 2026-07-09
Siena Capital Partners GP, LLC IL $385.47M 100 2026-05-14
Goodman Advisory Group, LLC TX $385.45M 184 2026-04-22
Seneca Financial Advisors LLC NY $385.05M 66 2026-07-27
GSG Advisors LLC NJ $384.99M 137 2026-05-13
Diametric Capital, LP MA $384.80M 473 2026-05-15
Windsor Capital Management, LLC OH $384.78M 127 2026-07-08
Garda Capital Partners LP MN $384.72M 15 2026-05-05
Brand Asset Management Group, Inc. MO $384.55M 193 2026-05-11
Pinnacle Bancorp, Inc. $384.44M 921 2026-07-28
JUNCTURE WEALTH STRATEGIES, LLC AZ $384.39M 179 2026-07-09
PINNBROOK CAPITAL MANAGEMENT LP NY $383.89M 45 2026-05-14
Independence Asset Advisors, LLC PA $383.87M 25 2026-07-15
DELTA FINANCIAL ADVISORS LLC NY $383.81M 149 2026-05-05
DAVIS-REA LTD. $383.70M 54 2026-04-30
CLIENT 1ST ADVISORY GROUP, LLC FL $383.68M 146 2026-07-13
Hoxton Planning & Management, LLC WV $383.22M 227 2026-07-16
MILLER VALUE PARTNERS, LLC FL $383.18M 55 2026-05-15
PARUS FINANCE (UK) Ltd $383.13M 37 2026-07-21
Paragon Private Wealth Management, LLC KY $383.01M 373 2026-07-28
CLARIS ADVISORS, LLC / MO / $382.99M 74 2026-07-21
Vectors Research Management, LLC NY $382.87M 148 2026-07-29
FINANCIAL ADVISORY PARTNERS, LLC $382.70M 74 2026-07-20
DROMS STRAUSS ADVISORS INC /MO/ /ADV MO $382.56M 77 2026-05-01
Schorn Wealth LLC $382.33M 80 2026-07-31
ROSENBLUM SILVERMAN SUTTON S F INC /CA CA $382.30M 76 2026-05-13
CHERRYDALE WEALTH MANAGEMENT, LLC NJ $382.18M 84 2026-07-13
Science & Technology Partners, L.P. CT $382.16M 43 2026-05-15
Gilliland Jeter Wealth Management LLC AR $381.73M 195 2026-07-29
PRIVATE CLIENT SERVICES, LLC CA $381.40M 229 2026-07-06
Selective Wealth Management, Inc. VA $381.17M 136 2026-07-20
Hiddenite Capital Partners LP NY $380.99M 25 2026-05-07
WEYBOSSET RESEARCH & MANAGEMENT LLC RI $380.95M 32 2026-07-28
CJM Wealth Advisers, Ltd. VA $380.91M 78 2026-07-17
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insuran $380.83M 27 2026-07-30
Aquire Wealth Advisors, LLC UT $380.55M 49 2026-04-10
Briaud Financial Planning Inc TX $380.23M 42 2026-07-30
Advanced Asset Management Advisors Inc MN $380.07M 85 2026-07-16
MUHLENKAMP & CO INC PA $379.79M 29 2026-05-06
ShankerValleau Wealth Advisors, Inc. IL $379.57M 40 2026-07-09
Neo Ivy Capital Management NY $379.08M 315 2026-05-15
SOMERVILLE KURT F $379.07M 402 2026-05-08
Carr Financial Group Corp MA $379.05M 174 2026-05-12
Courage Miller Partners, LLC VA $379.01M 87 2026-07-23
Progressive Investment Management Corp OR $378.74M 58 2026-05-05
Comprehensive Financial Consultants Institutional, Inc. IN $378.10M 205 2026-07-15
Shakespeare Wealth Management, LLC WI $377.65M 79 2026-07-20
FC Advisory LLC NC $377.60M 118 2026-07-09
Wakefield Asset Management LLLP CO $377.42M 211 2026-05-12
Cliffwater LLC CA $377.36M 20 2026-05-13
Sensible Money, LLC AZ $377.14M 101 2026-07-30
M. Kraus & Co VT $376.89M 87 2026-07-29
VSM Wealth Advisory, LLC MD $376.46M 507 2026-07-23
Shilanski & Associates, Inc. AK $376.27M 109 2025-10-20
McMill Wealth Management NE $376.12M 59 2026-05-13
Platform Wealth Management, LLC UT $376.08M 82 2026-02-11
Balance Wealth Partners LLC OH $376.00M 165 2026-07-22