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
4001–4250 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 |
|---|---|---|---|---|
| Gavilan Investment Partners LLC | CA | $410.76M | 15 | 2026-08-13 |
| First Washington CORP | WA | $410.53M | 51 | 2026-08-13 |
| Henrickson Nauta Wealth Advisors, Inc. | MI | $410.45M | 118 | 2026-07-09 |
| Acorn Wealth Advisors, LLC | MI | $410.32M | 303 | 2026-07-30 |
| Strata Wealth Advisors, LLC | TX | $410.03M | 97 | 2026-08-05 |
| Pinnacle Financial Group, LLC / IL | NY | $409.74M | 117 | 2026-07-30 |
| HFR Wealth Management, LLC | — | $409.69M | 53 | 2026-08-07 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | MA | $409.49M | 182 | 2026-07-28 |
| Ifrah Financial Services, Inc. | AR | $409.46M | 214 | 2026-07-21 |
| DKRT Investments Corp. | — | $409.25M | 50 | 2026-08-13 |
| Rock Point Advisors, LLC | VT | $408.91M | 123 | 2026-08-06 |
| Rooted Wealth Advisors, Inc. | IL | $408.48M | 149 | 2026-07-28 |
| Sicart Associates LLC | NY | $408.40M | 74 | 2026-08-11 |
| TIFF ADVISORY SERVICES, LLC | PA | $407.87M | 19 | 2026-07-29 |
| INCEPTIONR LLC | — | $407.40M | 628 | 2026-08-11 |
| 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 |
| PLATINUM INVESTMENT MANAGEMENT LTD | — | $406.75M | 85 | 2026-08-13 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | NY | $406.35M | 35 | 2026-08-14 |
| Bond & Devick Financial Network, Inc. | MN | $406.15M | 207 | 2026-07-16 |
| Warner Group LLC | MD | $406.05M | 129 | 2026-07-27 |
| FCA CORP /TX | NC | $405.96M | 212 | 2026-08-11 |
| Tactive Advisors, LLC | FL | $405.92M | 282 | 2026-07-09 |
| ARK & TLK INVESTMENTS, LLC | OK | $405.90M | 127 | 2026-07-20 |
| Evelyn Partners Asset Management Ltd | — | $405.81M | 308 | 2026-05-15 |
| Whitefort Capital Management, LP | NY | $405.70M | 19 | 2026-08-14 |
| Headland Capital, LLC | SC | $405.54M | 64 | 2026-07-29 |
| Benchmark Financial Wealth Advisors, LLC | FL | $405.48M | 148 | 2026-07-17 |
| Modus Advisors, LLC | MN | $404.98M | 118 | 2026-08-03 |
| TUCKER ASSET MANAGEMENT LLC | CO | $404.83M | 430 | 2026-08-27 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | IN | $404.57M | 169 | 2026-08-12 |
| Seaside Wealth Management, Inc. | CA | $404.55M | 71 | 2026-08-05 |
| ROBERTS GLORE & CO INC /IL/ | — | $404.44M | 246 | 2026-08-11 |
| Buckley Wealth Management, LLC | NV | $404.34M | 104 | 2026-08-07 |
| 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 |
| McElhenny Sheffield Capital Management, LLC | TX | $403.78M | 108 | 2026-07-22 |
| Arcataur Capital Management LLC | WI | $403.50M | 105 | 2026-07-23 |
| WBI INVESTMENTS, LLC | NJ | $403.49M | 422 | 2026-08-11 |
| BURKE & HERBERT BANK & TRUST CO | — | $403.41M | 369 | 2026-08-07 |
| OLIO Financial Planning | VA | $403.11M | 68 | 2026-07-17 |
| Clean Yield Group | VT | $403.00M | 395 | 2026-08-05 |
| Manske Wealth Management | TX | $402.70M | 226 | 2026-08-03 |
| Grandview Asset Management LLC | PA | $402.57M | 146 | 2026-07-24 |
| Sterling Wealth Management, Inc. | IL | $402.29M | 116 | 2026-07-30 |
| Grace & Mercy Foundation, Inc. | — | $401.70M | 21 | 2026-08-14 |
| Cliffwater LLC | CA | $401.66M | 22 | 2026-08-12 |
| 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 |
| Redmond Asset Management, LLC | VA | $400.70M | 199 | 2026-08-14 |
| INTERCAPITAL, LLC | TX | $400.58M | 121 | 2026-08-14 |
| 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 |
| FIDUCIARY FAMILY OFFICE, LLC | FL | $399.79M | 177 | 2026-08-05 |
| Sandy Cove Advisors, LLC | MA | $399.77M | 162 | 2026-07-07 |
| Argent Advisors, Inc. | MO | $399.66M | 186 | 2026-08-05 |
| SAYBROOK CAPITAL /NC | NY | $399.51M | 42 | 2026-07-31 |
| Three Bridge Wealth Advisors, LLC | CA | $399.35M | 87 | 2026-07-27 |
| FSA WEALTH PARTNERS, INC. | MD | $399.32M | 91 | 2026-08-03 |
| LANDMARK INVESTMENT PARTNERS, L.P. | NY | $399.29M | 54 | 2026-08-14 |
| Kerrisdale Advisers, LLC | FL | $399.22M | 114 | 2026-08-14 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | PA | $399.19M | 144 | 2026-08-14 |
| Valtinson Bruner Financial Planning LLC | MN | $399.09M | 189 | 2026-08-03 |
| VCI Wealth Management LLC | MO | $398.94M | 99 | 2026-08-05 |
| COWA, LLC | OK | $398.64M | 181 | 2026-08-06 |
| WorthPointe, LLC | — | $398.59M | 124 | 2026-07-31 |
| Hudson Value Partners, LLC | FL | $398.50M | 113 | 2026-07-10 |
| Summit Investment Advisory Services, LLC | MN | $398.46M | 89 | 2026-07-24 |
| Shoker Investment Counsel, Inc. | — | $398.39M | 113 | 2026-08-10 |
| Stiles Financial Services Inc | MN | $398.16M | 183 | 2026-08-12 |
| Fischer Financial Services, Inc. | PA | $398.05M | 65 | 2026-08-11 |
| Elmind Capital, LP | — | $398.03M | 35 | 2026-08-14 |
| VISTA INVESTMENT PARTNERS LLC | NY | $397.36M | 172 | 2026-07-09 |
| Brown Miller Wealth Management, LLC | VA | $397.20M | 291 | 2026-07-16 |
| Newton One Investments LLC | DE | $397.09M | 146 | 2026-07-22 |
| Pathway Financial Advisers, LLC | CA | $396.93M | 167 | 2026-07-30 |
| Net Worth Advisory Group | UT | $396.90M | 411 | 2026-07-14 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | IL | $396.20M | 142 | 2026-07-20 |
| Kidder Stephen W | — | $395.57M | 326 | 2026-08-21 |
| Holowesko Partners Ltd. | — | $394.98M | 34 | 2026-08-13 |
| STEPH & CO | — | $394.97M | 283 | 2026-07-16 |
| Knuff & Co LLC | CA | $394.90M | 142 | 2026-08-10 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | PA | $394.75M | 123 | 2026-07-24 |
| Redwood Grove Capital, LLC | NY | $394.71M | 25 | 2026-08-14 |
| MIC Capital Management UK LLP | — | $394.35M | 16 | 2026-08-10 |
| Aurdan Capital Management, LLC | PA | $394.22M | 99 | 2026-07-15 |
| Stone Summit Wealth LLC | — | $394.03M | 144 | 2026-07-23 |
| III Capital Management | FL | $393.96M | 49 | 2026-08-14 |
| 360 Financial, Inc. | MN | $393.70M | 85 | 2026-08-11 |
| Red Wave Investments LLC | PA | $393.51M | 122 | 2026-08-06 |
| Independent Wealth Network Inc. | IA | $393.30M | 340 | 2026-07-20 |
| 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 |
| Southern Financial Group, LLC | — | $391.84M | 95 | 2026-07-24 |
| OFS Enterprise LLC | NE | $391.71M | 106 | 2026-07-08 |
| Divergent Planning, LLC | MD | $391.54M | 36 | 2026-01-12 |
| Kingdom Financial Group LLC. | AZ | $391.49M | 865 | 2026-08-07 |
| Patriot Financial Partners GP II, L.P. | — | $391.26M | 12 | 2026-08-13 |
| LIBRA WEALTH LLC | CA | $391.23M | 70 | 2026-08-06 |
| OAK FAMILY ADVISORS, LLC | IL | $391.13M | 111 | 2026-07-20 |
| Private Wealth Advisors, LLC | NE | $390.95M | 95 | 2026-08-06 |
| ForthRight Wealth Management, LLC | GA | $390.88M | 76 | 2026-08-07 |
| Access Investment Management LLC | MD | $390.62M | 144 | 2026-08-03 |
| 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 |
| FOCUSED ALPHA, LLC | CO | $390.13M | 264 | 2026-08-07 |
| HTG Investment Advisors, Inc. | CT | $390.07M | 88 | 2026-08-06 |
| 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 |
| 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 |
| TRUST CO OF OKLAHOMA | — | $389.20M | 185 | 2026-07-14 |
| Trinity Financial Advisors LLC | FL | $389.08M | 95 | 2026-07-06 |
| Cedar Wealth Management, LLC | — | $388.98M | 92 | 2026-08-12 |
| St. Clair Advisors, LLC | OH | $388.70M | 78 | 2026-07-06 |
| MSA Advisors, LLC | CA | $388.57M | 43 | 2026-08-14 |
| Keystone Financial Services | CO | $388.43M | 283 | 2026-08-06 |
| Provident Wealth Management, LLC | TN | $388.40M | 161 | 2026-08-04 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | PA | $388.29M | 86 | 2026-08-07 |
| Keystone Financial Planning, Inc. | OH | $387.93M | 39 | 2026-07-15 |
| PUZO MICHAEL J | — | $387.89M | 368 | 2026-08-11 |
| TERRIL BROTHERS, INC. | MO | $387.84M | 71 | 2026-07-24 |
| CDAM (UK) Ltd | — | $387.38M | 12 | 2026-08-13 |
| Osprey Private Wealth LLC | NY | $387.21M | 88 | 2026-08-03 |
| Slotnik Capital, LLC | TX | $386.96M | 28 | 2026-08-13 |
| LOM Asset Management Ltd | — | $386.93M | 279 | 2026-08-04 |
| Donoghue Forlines LLC | MA | $386.69M | 114 | 2026-08-07 |
| Prairiewood Capital, LLC | ND | $385.86M | 81 | 2026-07-28 |
| GATE CITY CAPITAL MANAGEMENT, LLC | IL | $385.81M | 17 | 2026-08-14 |
| Topline Capital Management, LLC | — | $385.69M | 36 | 2026-08-14 |
| Baron Wealth Management LLC | MI | $385.67M | 304 | 2026-07-07 |
| Independence Financial Advisors, LLC | PA | $385.51M | 55 | 2026-07-09 |
| Seneca Financial Advisors LLC | NY | $385.05M | 66 | 2026-07-27 |
| Cutler Capital Management, LLC | MA | $385.01M | 124 | 2026-08-14 |
| Windsor Capital Management, LLC | OH | $384.78M | 127 | 2026-07-08 |
| Pinnacle Bancorp, Inc. | — | $384.44M | 921 | 2026-07-28 |
| JUNCTURE WEALTH STRATEGIES, LLC | AZ | $384.39M | 179 | 2026-07-09 |
| REIK & CO., LLC | — | $383.92M | 79 | 2026-08-10 |
| Independence Asset Advisors, LLC | PA | $383.87M | 25 | 2026-07-15 |
| CLIENT 1ST ADVISORY GROUP, LLC | FL | $383.68M | 146 | 2026-07-13 |
| Sand Grove Capital Management LLP | — | $383.23M | 14 | 2026-08-14 |
| Hoxton Planning & Management, LLC | WV | $383.22M | 227 | 2026-07-16 |
| 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 |
| RV Capital AG | — | $382.89M | 13 | 2026-08-14 |
| Vectors Research Management, LLC | NY | $382.87M | 148 | 2026-07-29 |
| FINANCIAL ADVISORY PARTNERS, LLC | — | $382.70M | 74 | 2026-07-20 |
| CONGRUENCE CAPITAL, LLC | CA | $382.62M | 56 | 2026-08-13 |
| Schorn Wealth LLC | — | $382.33M | 80 | 2026-07-31 |
| Alpha Financial Advisors, LLC | — | $382.23M | 159 | 2026-08-13 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | NJ | $382.18M | 84 | 2026-07-13 |
| 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 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | NY | $381.17M | 144 | 2026-08-10 |
| Leeward Financial Partners, LLC | MA | $381.16M | 108 | 2026-08-06 |
| 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 |
| SWEENEY & MICHEL, LLC | CA | $380.80M | 164 | 2026-08-11 |
| Whetstone Capital Advisors, LLC | KS | $380.41M | 68 | 2026-08-14 |
| Briaud Financial Planning Inc | TX | $380.23M | 42 | 2026-07-30 |
| Hobbs Group Advisors, LLC | SC | $380.09M | 205 | 2026-08-13 |
| Advanced Asset Management Advisors Inc | MN | $380.07M | 85 | 2026-07-16 |
| Financial Insights, Inc. | WA | $379.93M | 147 | 2026-08-25 |
| ShankerValleau Wealth Advisors, Inc. | IL | $379.57M | 40 | 2026-07-09 |
| Bridgefront Capital, LLC | TX | $379.53M | 486 | 2026-08-14 |
| Courage Miller Partners, LLC | VA | $379.01M | 87 | 2026-07-23 |
| S.E.E.D. Planning Group LLC | NY | $378.92M | 88 | 2026-08-04 |
| Schiavi & Co LLC | DE | $378.46M | 61 | 2026-08-10 |
| Comprehensive Financial Consultants Institutional, Inc. | IN | $378.10M | 205 | 2026-07-15 |
| Wellington Grp LLC | IN | $377.94M | 144 | 2026-08-26 |
| Shakespeare Wealth Management, LLC | WI | $377.65M | 79 | 2026-07-20 |
| Juniper Investment Company, LLC | TX | $377.60M | 11 | 2026-08-14 |
| FC Advisory LLC | NC | $377.60M | 118 | 2026-07-09 |
| Argos Wealth Advisors, LLC | — | $377.60M | 224 | 2026-08-13 |
| GILL CAPITAL PARTNERS, LLC | CO | $377.51M | 702 | 2026-08-20 |
| 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 |
| Balance Wealth Partners LLC | OH | $376.00M | 165 | 2026-07-22 |
| Harbor Island Capital LLC | MA | $375.55M | 16 | 2026-07-30 |
| Sara-Bay Financial | FL | $375.42M | 87 | 2026-07-17 |
| Geneva Partners, LLC | IL | $375.09M | 75 | 2026-08-10 |
| Payne Capital Management, LLC | NY | $375.04M | 88 | 2026-08-17 |
| Family Legacy, Inc. | SC | $374.93M | 124 | 2026-08-06 |
| CIM INVESTMENT MANAGEMENT INC | CA | $374.77M | 251 | 2026-05-19 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | OH | $374.76M | 72 | 2026-07-27 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | — | $374.64M | 27 | 2026-08-13 |
| Bell Asset Management Ltd | — | $374.54M | 63 | 2026-08-14 |
| LifeWealth Investments, LLC | FL | $374.13M | 136 | 2026-07-16 |
| Cape Investment Advisory, Inc. | GA | $374.07M | 2064 | 2026-07-23 |
| PENOBSCOT WEALTH MANAGEMENT | ME | $373.86M | 117 | 2026-07-16 |
| HARBOR ADVISORY CORP /MA/ | IL | $373.72M | 82 | 2026-08-13 |
| Pine Harbor Wealth Management, LLC | VA | $373.46M | 112 | 2026-08-13 |
| Friday Financial | IA | $373.45M | 108 | 2026-07-09 |
| Hutchens & Kramer Investment Management Group, LLC | IN | $373.26M | 160 | 2026-07-09 |
| 3G Capital Partners LP | NY | $373.24M | 18 | 2026-08-14 |
| Retail Employees Superannuation Pty Ltd as trustee for Retai | — | $373.17M | 29 | 2026-07-28 |
| Omnia Family Wealth, LLC | FL | $373.16M | 103 | 2026-07-09 |
| Rench Wealth Management, Inc. | TX | $372.49M | 67 | 2026-08-14 |
| Atlas Brown,Inc. | KY | $372.48M | 354 | 2026-07-09 |
| HARMONY ASSET MANAGEMENT LLC | AZ | $372.42M | 201 | 2026-07-20 |
| Kooman & Associates | PA | $372.41M | 57 | 2026-07-22 |
| Veery Capital, LLC | PA | $372.32M | 100 | 2026-07-09 |
| Lifestyle Asset Management, Inc. | TX | $372.07M | 134 | 2026-07-20 |
| Atle Fund Management AB | — | $371.70M | 39 | 2026-07-24 |
| Cornell Pochily Investment Advisors, Inc. | NY | $371.70M | 189 | 2026-07-15 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | IL | $371.53M | 85 | 2026-08-17 |
| Strathmore Capital Advisors, Inc. | NC | $371.37M | 142 | 2026-08-10 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | OH | $371.19M | 394 | 2026-08-07 |
| REGIMEN WEALTH, LLC | GA | $371.02M | 76 | 2026-08-05 |
| RESTON WEALTH MANAGEMENT LLC | VA | $370.99M | 65 | 2026-07-23 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | — | $370.87M | 544 | 2026-08-07 |
| WEALTH EFFECTS LLC | MA | $370.50M | 256 | 2026-08-06 |
| Congress Park Capital LLC | NY | $370.48M | 134 | 2026-07-14 |
| Next Capital Management LLC | TX | $370.45M | 138 | 2026-08-03 |
| Veracity Capital LLC | GA | $370.39M | 223 | 2026-07-13 |
| B.O.S.S. Retirement Advisors, LLC | UT | $370.35M | 157 | 2026-07-20 |
| Gunderson Capital Management LLC | SC | $370.31M | 52 | 2026-07-21 |
| Cypress Capital, LLC | DE | $369.91M | 113 | 2026-07-17 |
| M & L Capital Management Ltd | — | $369.82M | 17 | 2026-07-14 |
| AYAL Capital Advisors Ltd | — | $369.68M | 44 | 2026-08-14 |
| Bruce & Co., Inc. | IL | $369.50M | 41 | 2026-08-14 |
| EVEXIA WEALTH LLC | WI | $369.48M | 77 | 2026-08-07 |
| Odyssey Group, LLC | — | $369.36M | 61 | 2026-08-14 |
| Wealth Advisors of Iowa, LLC | IA | $369.19M | 90 | 2026-07-30 |
| Alta Wealth Advisors LLC | MA | $368.93M | 170 | 2026-07-30 |
| Gold Investment Management Ltd. | — | $368.83M | 202 | 2026-08-06 |
| Joule Financial, LLC | KY | $368.78M | 116 | 2026-07-15 |
| SYMMETRY PEAK MANAGEMENT LLC | PA | $368.72M | 85 | 2026-08-14 |
| Global Financial Private Client, LLC | FL | $368.64M | 366 | 2026-07-20 |
| Commonwealth Retirement Investments LLC | VA | $368.41M | 417 | 2026-08-03 |
| PhiloSmith Capital Corp | CT | $368.17M | 60 | 2026-07-24 |
| Missouri Trust & Investment Co | — | $368.06M | 204 | 2026-08-13 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | NY | $367.81M | 166 | 2026-07-24 |