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
4001–4250 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 |
|---|---|---|---|---|
| Kings Path Partners LLC | — | $375.82M | 353 | 2026-07-14 |
| Access Investment Management LLC | MD | $375.59M | 157 | 2026-05-22 |
| Harbor Island Capital LLC | MA | $375.55M | 16 | 2026-07-30 |
| Sara-Bay Financial | FL | $375.42M | 87 | 2026-07-17 |
| JRM Investment Counsel, LLC | — | $375.41M | 21 | 2026-05-14 |
| DCF Advisers, LLC | — | $375.13M | 86 | 2026-05-11 |
| CIM INVESTMENT MANAGEMENT INC | CA | $374.77M | 251 | 2026-05-19 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | OH | $374.76M | 72 | 2026-07-27 |
| LifeWealth Investments, LLC | FL | $374.13M | 136 | 2026-07-16 |
| RIT CAPITAL PARTNERS PLC | — | $374.08M | 12 | 2026-05-12 |
| Cape Investment Advisory, Inc. | GA | $374.07M | 2064 | 2026-07-23 |
| PENOBSCOT WEALTH MANAGEMENT | ME | $373.86M | 117 | 2026-07-16 |
| Helix Partners Management LP | NY | $373.77M | 13 | 2026-05-14 |
| Compass Advisory Group LLC | CT | $373.72M | 86 | 2026-04-21 |
| Friday Financial | IA | $373.45M | 108 | 2026-07-09 |
| Landmark Wealth Management, LLC | NY | $373.45M | 148 | 2026-04-29 |
| Bull Harbor Capital LLC | MD | $373.30M | 458 | 2026-05-18 |
| Hutchens & Kramer Investment Management Group, LLC | IN | $373.26M | 160 | 2026-07-09 |
| HIGHLAND PEAK CAPITAL, LLC | CT | $373.18M | 16 | 2026-05-13 |
| 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 |
| JOHO CAPITAL LLC | NY | $373.06M | 10 | 2026-05-15 |
| MINDSET WEALTH MANAGEMENT, LLC | IN | $372.50M | 176 | 2026-04-22 |
| 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 |
| Doma Perpetual Capital Management LLC | FL | $372.40M | 11 | 2026-05-15 |
| Veery Capital, LLC | PA | $372.32M | 100 | 2026-07-09 |
| Gavilan Investment Partners LLC | CA | $372.30M | 14 | 2026-05-14 |
| Blue Owl Capital Holdings LP | — | $372.17M | 76 | 2026-05-14 |
| Promethos Capital, LLC | MA | $372.12M | 46 | 2026-05-13 |
| Lifestyle Asset Management, Inc. | TX | $372.07M | 134 | 2026-07-20 |
| Solus Alternative Asset Management LP | NJ | $371.94M | 10 | 2026-05-15 |
| Acumen Wealth Advisors, LLC | TN | $371.78M | 513 | 2026-05-13 |
| Atle Fund Management AB | — | $371.70M | 39 | 2026-07-24 |
| Cornell Pochily Investment Advisors, Inc. | NY | $371.70M | 189 | 2026-07-15 |
| Kiltearn Partners LLP | — | $371.67M | 25 | 2026-05-14 |
| THOMIST CAPITAL MANAGEMENT, LP | TX | $371.48M | 57 | 2026-05-15 |
| Peregrine Asset Advisers, Inc. | MN | $371.32M | 189 | 2026-04-24 |
| Prevatt Capital Ltd | — | $371.06M | 11 | 2026-04-27 |
| RESTON WEALTH MANAGEMENT LLC | VA | $370.99M | 65 | 2026-07-23 |
| May Hill Capital, LLC | MA | $370.93M | 199 | 2026-05-07 |
| Fusion Capital, LLC | TX | $370.62M | 104 | 2026-05-13 |
| COWA, LLC | OK | $370.60M | 158 | 2026-05-14 |
| Congress Park Capital LLC | NY | $370.48M | 134 | 2026-07-14 |
| Veracity Capital LLC | GA | $370.39M | 223 | 2026-07-13 |
| B.O.S.S. Retirement Advisors, LLC | UT | $370.35M | 157 | 2026-07-20 |
| Manatuck Hill Partners, LLC | CT | $370.32M | 116 | 2026-05-15 |
| Gunderson Capital Management LLC | SC | $370.31M | 52 | 2026-07-21 |
| Cypress Capital, LLC | DE | $369.91M | 113 | 2026-07-17 |
| Cutler Capital Management, LLC | MA | $369.86M | 116 | 2026-05-15 |
| M & L Capital Management Ltd | — | $369.82M | 17 | 2026-07-14 |
| Rock Point Advisors, LLC | VT | $369.59M | 118 | 2026-05-14 |
| Wealth Advisors of Iowa, LLC | IA | $369.19M | 90 | 2026-07-30 |
| Alta Wealth Advisors LLC | MA | $368.93M | 170 | 2026-07-30 |
| CCG WEALTH MANAGEMENT, LLC | CA | $368.89M | 136 | 2026-04-08 |
| AYAL Capital Advisors Ltd | — | $368.85M | 56 | 2026-05-15 |
| Joule Financial, LLC | KY | $368.78M | 116 | 2026-07-15 |
| Global Financial Private Client, LLC | FL | $368.64M | 366 | 2026-07-20 |
| PhiloSmith Capital Corp | CT | $368.17M | 60 | 2026-07-24 |
| Merk Investments LLC | CA | $367.87M | 11 | 2026-05-18 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | NY | $367.81M | 166 | 2026-07-24 |
| WESTERLY CAPITAL MANAGEMENT, LLC | CA | $367.79M | 37 | 2026-05-15 |
| WHITE PINE CAPITAL LLC | MI | $367.74M | 230 | 2026-08-05 |
| NEW WAVE WEALTH ADVISORS LLC | AR | $367.49M | 204 | 2026-07-23 |
| ONE Advisory Partners, LLC | — | $367.39M | 68 | 2026-07-21 |
| Whelan Financial | CA | $367.22M | 101 | 2026-07-24 |
| Running Point Capital Advisors, LLC | CA | $366.95M | 190 | 2026-02-17 |
| VALUEWORKS LLC | NY | $366.88M | 35 | 2026-05-15 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | NY | $366.84M | 141 | 2026-05-01 |
| Storen Legacy Partners, LLC | IN | $366.80M | 116 | 2026-07-17 |
| Silverleafe Capital Partners, LLC | TN | $366.78M | 99 | 2026-07-02 |
| Capco Asset Management, LLC | FL | $366.63M | 27 | 2026-05-08 |
| PRINCETON CAPITAL MANAGEMENT LLC | NJ | $366.61M | 139 | 2026-05-08 |
| Impact Capital Partners LLC | MA | $366.53M | 283 | 2026-07-14 |
| Redmond Asset Management, LLC | VA | $366.26M | 197 | 2026-05-06 |
| Argent Advisors, Inc. | MO | $366.20M | 173 | 2026-04-24 |
| Measured Wealth Private Client Group, LLC | NH | $366.11M | 726 | 2026-05-13 |
| Indiana Trust & Investment Management Co | — | $365.88M | 480 | 2026-07-22 |
| Range Financial Group LLC | VA | $365.76M | 206 | 2026-07-15 |
| Glassy Mountain Advisors, Inc. | MD | $365.60M | 76 | 2026-07-31 |
| Team Hewins, LLC | CA | $365.54M | 40 | 2026-07-29 |
| FIRST NATIONAL BANK SIOUX FALLS | — | $365.53M | 178 | 2026-07-24 |
| Vert Asset Management LLC | CA | $365.48M | 44 | 2026-07-15 |
| Darwin Wealth Management, LLC | FL | $365.26M | 777 | 2026-07-21 |
| 25 LLC | MO | $365.20M | 80 | 2026-07-28 |
| Vestwell Advisors, LLC | NY | $365.12M | 31 | 2026-05-18 |
| Elevated Financial Group LLC | IN | $364.87M | 125 | 2026-07-22 |
| Strata Wealth Advisors, LLC | TX | $364.68M | 87 | 2026-04-28 |
| Davern Capital Partners, LP | NY | $364.54M | 17 | 2026-05-14 |
| KEATING INVESTMENT COUNSELORS INC | FL | $364.14M | 59 | 2026-07-16 |
| BAKER BOYER NATIONAL BANK | — | $364.11M | 121 | 2026-07-27 |
| Valtinson Bruner Financial Planning LLC | MN | $364.03M | 171 | 2026-05-05 |
| Sage Financial Management Group, Inc. | PA | $363.96M | 61 | 2026-07-24 |
| ROBERTS GLORE & CO INC /IL/ | — | $363.94M | 216 | 2026-05-04 |
| EVEXIA WEALTH LLC | WI | $363.74M | 84 | 2026-04-16 |
| ROMAN BUTLER FULLERTON & CO | MO | $363.65M | 267 | 2026-04-30 |
| Tilson Financial Group, Inc. | NJ | $363.61M | 86 | 2026-07-27 |
| MARSHALL FINANCIAL GROUP INC /ADV | PA | $363.55M | 53 | 2025-11-04 |
| Anfield Capital Management, LLC | CA | $363.45M | 715 | 2026-05-12 |
| GFG Capital, LLC | FL | $363.40M | 155 | 2026-07-20 |
| Raub Brock Capital Management LP | CA | $363.30M | 45 | 2026-07-15 |
| Modus Advisors, LLC | MN | $363.28M | 117 | 2026-05-04 |
| Purus Wealth Management, LLC | CA | $363.23M | 171 | 2026-07-13 |
| Westbourne Investment Advisors, Inc. | MD | $362.67M | 120 | 2026-07-27 |
| HAMEL ASSOCIATES, INC. | PA | $362.66M | 92 | 2026-07-27 |
| Virtus Investment Advisers, LLC | CT | $362.53M | 450 | 2026-05-14 |
| REIK & CO., LLC | — | $362.51M | 77 | 2026-05-05 |
| Wealth Management Associates, Inc. | CA | $362.38M | 254 | 2026-07-21 |
| MILLINGTON SECURITIES, LLC | — | $362.37M | 404 | 2026-07-15 |
| WBI INVESTMENTS, LLC | NJ | $362.37M | 404 | 2026-05-11 |
| HighVista Strategies LLC | MA | $362.16M | 156 | 2026-05-15 |
| Alteri Wealth LLC | CA | $362.14M | 296 | 2026-07-29 |
| Safeguard Investment Advisory Group, LLC | CA | $361.99M | 143 | 2026-05-14 |
| BURKE & HERBERT BANK & TRUST CO | — | $361.90M | 368 | 2026-05-08 |
| Donoghue Forlines LLC | MA | $361.38M | 118 | 2026-05-13 |
| Daybright Advisory Services, Inc. | FL | $361.34M | 133 | 2026-05-12 |
| Solitude Financial Services | VA | $361.23M | 42 | 2026-07-24 |
| HT Partners LLC | CT | $361.15M | 53 | 2026-07-16 |
| WT Wealth Management | AZ | $361.08M | 138 | 2026-07-23 |
| Pennant Investors, LP | — | $361.01M | 17 | 2026-05-15 |
| Demars Financial Group, LLC | WA | $360.90M | 113 | 2026-07-21 |
| Bridge City Capital, LLC | OR | $360.81M | 108 | 2026-05-13 |
| VCI Wealth Management LLC | MO | $360.76M | 123 | 2026-04-21 |
| PYA Waltman Capital, LLC | TN | $360.71M | 67 | 2026-05-13 |
| MONIMUS CAPITAL MANAGEMENT, LP | NJ | $360.67M | 55 | 2026-05-15 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | NE | $360.64M | 59 | 2026-07-28 |
| SK Wealth Management, LLC | RI | $360.47M | 77 | 2026-05-06 |
| RR Advisors, LLC | NY | $360.46M | 27 | 2026-05-13 |
| WealthCare Investment Partners, LLC | PA | $360.41M | 191 | 2026-04-09 |
| Equita Financial Network, Inc. | PA | $360.25M | 95 | 2026-07-29 |
| 5AM Venture Management, LLC | CA | $360.21M | 20 | 2026-05-15 |
| Logan Stone Capital, LLC | IL | $360.10M | 133 | 2026-05-15 |
| MADDEN SECURITIES Corp | TX | $359.97M | 118 | 2026-07-24 |
| Naman Capital Ltda | — | $359.80M | 19 | 2026-05-15 |
| PL Capital Advisors, LLC | FL | $359.75M | 31 | 2026-07-31 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | — | $359.71M | 182 | 2026-05-15 |
| Bridge Creek Capital Management LLC | MA | $359.63M | 116 | 2025-10-14 |
| Bryant Woods Investment Advisors, LLC | NY | $359.58M | 85 | 2026-07-22 |
| Rhino Investment Partners, Inc | PA | $359.36M | 39 | 2026-05-15 |
| HEIGHTS CAPITAL MANAGEMENT, INC | CA | $358.77M | 265 | 2026-05-15 |
| SYMMETRY PEAK MANAGEMENT LLC | PA | $358.60M | 90 | 2026-05-15 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | PA | $358.43M | 141 | 2026-05-07 |
| PCA Investment Advisory Services Inc. | OH | $358.36M | 59 | 2026-07-27 |
| Members Advisory Group LLC | WI | $358.22M | 42 | 2026-07-15 |
| Greystone Financial Group, LLC | MI | $357.86M | 74 | 2026-07-28 |
| Providence First Trust Co | — | $357.57M | 196 | 2026-07-27 |
| BARRETT & COMPANY, INC. | RI | $357.18M | 707 | 2026-07-24 |
| Manske Wealth Management | TX | $356.96M | 215 | 2026-04-30 |
| Guardian Wealth Management, LLC | NC | $356.70M | 30 | 2026-07-24 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | CT | $356.69M | 21 | 2026-05-15 |
| Holowesko Partners Ltd. | — | $356.68M | 31 | 2026-05-13 |
| BANK OF STOCKTON | — | $356.28M | 137 | 2026-07-29 |
| CORA CAPITAL ADVISORS LLC | NJ | $356.27M | 145 | 2026-07-24 |
| Ascension Capital Advisors, Inc. | MO | $356.14M | 97 | 2026-07-28 |
| eCIO, Inc. | WI | $355.86M | 46 | 2026-07-27 |
| Eaton-Cambridge Inc. | AZ | $355.77M | 70 | 2026-07-23 |
| GENESIS PRIVATE WEALTH, LLC | VA | $355.76M | 192 | 2026-07-13 |
| Core Wealth Management, Inc. | FL | $355.75M | 42 | 2026-07-29 |
| Sandbox Financial Partners, LLC | MD | $355.62M | 117 | 2026-04-08 |
| Private Wealth Advisors, LLC | NE | $355.61M | 95 | 2026-05-13 |
| Seaside Wealth Management, Inc. | CA | $355.55M | 65 | 2026-05-01 |
| Hi-Line Capital Management, LLC | SD | $355.45M | 32 | 2026-07-24 |
| Rise Advisors, LLC | NY | $355.35M | 103 | 2026-07-10 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | IN | $355.24M | 156 | 2026-05-11 |
| Clean Yield Group | VT | $355.23M | 385 | 2026-04-14 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | CA | $355.09M | 233 | 2026-07-24 |
| WATERSHED PRIVATE WEALTH LLC | IL | $355.07M | 120 | 2026-07-17 |
| LIBRA WEALTH LLC | CA | $354.85M | 66 | 2026-04-28 |
| Santori & Peters, Inc. | PA | $354.63M | 83 | 2026-07-24 |
| Advisor Resource Council | TX | $354.52M | 276 | 2026-07-28 |
| Empirical Asset Management, LLC | MA | $354.50M | 356 | 2026-02-06 |
| Wheelhouse Advisory Group LLC | MO | $354.36M | 55 | 2026-07-23 |
| FCA CORP /TX | NC | $354.06M | 197 | 2026-05-14 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | — | $354.05M | 43 | 2026-05-12 |
| Strathmore Capital Advisors, Inc. | NC | $353.83M | 138 | 2026-04-27 |
| Somerset Trust Co | — | $353.58M | 232 | 2026-07-06 |
| First Washington CORP | WA | $353.45M | 50 | 2026-05-14 |
| INCA Investments LLC | FL | $353.36M | 10 | 2026-07-28 |
| O'Brien Greene & Co. Inc | — | $353.32M | 192 | 2026-05-06 |
| BCWM, LLC | KS | $352.80M | 57 | 2026-05-14 |
| Midwest Heritage Bank, FSB | IA | $352.75M | 53 | 2026-07-28 |
| ForthRight Wealth Management, LLC | GA | $352.52M | 75 | 2026-05-12 |
| MIC Capital Management UK LLP | — | $352.49M | 18 | 2026-05-13 |
| jvl associates llc | MI | $352.46M | 79 | 2026-07-06 |
| FFG Partners, LLC | FL | $352.42M | 42 | 2026-07-09 |
| Seven Post Investment Office LP | CA | $352.28M | 42 | 2026-07-28 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | OH | $352.27M | 85 | 2026-07-24 |
| Elmind Capital, LP | — | $352.22M | 34 | 2026-05-15 |
| PCJ Investment Counsel Ltd. | — | $352.06M | 59 | 2026-05-11 |
| Sunpointe, LLC | MO | $352.00M | 281 | 2026-07-24 |
| ACORN CAPITAL ADVISORS, LLC | NY | $351.84M | 22 | 2026-05-15 |
| FINANCIAL LIFE ADVISORS | TX | $351.74M | 61 | 2026-07-28 |
| Colonial River Investments, LLC | VA | $351.53M | 249 | 2026-07-24 |
| HTG Investment Advisors, Inc. | CT | $351.53M | 85 | 2026-04-27 |
| EVERPAR ADVISORS LLC | OK | $351.52M | 302 | 2026-07-09 |
| Alaethes Wealth, LLC | — | $351.22M | 124 | 2026-05-12 |
| LifeGuide Financial Advisors, LLC | PA | $351.16M | 47 | 2026-07-09 |
| Pegasus Asset Management, Inc. | WI | $350.96M | 75 | 2026-08-06 |
| StrongBox Wealth, LLC | MO | $350.91M | 267 | 2026-07-23 |
| FIDUCIARY FAMILY OFFICE, LLC | FL | $350.85M | 179 | 2026-05-14 |
| PKO BP BANKOWY Universal Pension Society JSC | — | $349.94M | 13 | 2026-07-08 |
| Pineridge Advisors LLC | MO | $349.78M | 460 | 2025-11-04 |
| Bruce & Co., Inc. | IL | $349.66M | 41 | 2026-05-14 |
| MGB Wealth Management, LLC | TX | $349.59M | 308 | 2026-02-17 |
| Merck & Co., Inc. | — | $349.44M | 14 | 2026-05-13 |
| Kingdom Financial Group LLC. | AZ | $349.40M | 865 | 2026-05-13 |
| Lloyd Advisory Services, LLC. | GA | $349.40M | 865 | 2026-05-13 |
| Planned Solutions, Inc. | — | $348.94M | 155 | 2026-07-13 |
| Auour Investments LLC | MA | $348.75M | 95 | 2026-07-21 |
| ENDEAVOR PRIVATE WEALTH, INC. | KS | $348.72M | 406 | 2026-05-14 |
| Nokomis Capital, L.L.C. | TX | $348.64M | 55 | 2026-05-15 |
| 11 Capital Partners LP | CT | $348.50M | 20 | 2026-05-15 |
| LOM Asset Management Ltd | — | $347.85M | 278 | 2026-05-05 |
| Argos Wealth Advisors, LLC | — | $347.78M | 202 | 2026-04-27 |
| Pines Wealth Management, LLC | NC | $347.77M | 219 | 2026-07-22 |
| FIRST UNITED BANK & TRUST | — | $347.63M | 589 | 2026-07-20 |
| GILL CAPITAL PARTNERS, LLC | CO | $347.61M | 701 | 2026-04-13 |
| DORVAL Corp | MN | $347.48M | 49 | 2026-07-24 |
| Lanham O'Dell & Company, Inc. | WV | $347.33M | 40 | 2026-01-12 |
| CPA Asset Management Group, LLC | FL | $347.25M | 97 | 2026-07-09 |
| Argyle Capital Management, LLC | PA | $347.21M | 138 | 2026-07-28 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | MI | $347.18M | 140 | 2026-07-14 |
| DHJJ Financial Advisors, Ltd. | IL | $346.92M | 1082 | 2026-07-24 |
| Key Client Fiduciary Advisors, LLC | NJ | $346.69M | 232 | 2026-07-09 |
| WINMILL & CO. INC | — | $346.64M | 79 | 2026-05-14 |
| BRADY FAMILY WEALTH, LLC | MO | $346.49M | 113 | 2026-07-13 |
| Fi3 FINANCIAL ADVISORS, LLC | IN | $346.44M | 218 | 2026-05-07 |
| VANCE WEALTH, LLC | CA | $346.22M | 118 | 2026-05-15 |
| Philadelphia Financial Management of San Francisco, LLC | CA | $345.50M | 43 | 2026-05-14 |
| Osprey Private Wealth LLC | NY | $345.35M | 77 | 2026-05-01 |
| Bear Mountain Capital, Inc. | WA | $345.22M | 214 | 2026-07-20 |
| G&S Capital LLC | CO | $345.20M | 156 | 2026-07-10 |
| III Capital Management | FL | $344.35M | 58 | 2026-05-15 |
| S.E.E.D. Planning Group LLC | NY | $344.35M | 89 | 2026-04-23 |
| ACIMA PRIVATE WEALTH, LLC | VA | $344.35M | 173 | 2026-07-06 |
| HAMILTON CAPITAL PARTNERS, LLC | OH | $344.26M | 32 | 2026-07-20 |
| Field & Main Bank | — | $343.72M | 326 | 2026-04-10 |
| BALLAST ADVISORS LLC | KY | $343.64M | 401 | 2026-06-23 |
| Cedar Wealth Management, LLC | — | $343.56M | 89 | 2026-05-14 |
| LONG WALK MANAGEMENT LP | — | $343.53M | 11 | 2026-05-14 |
| Quaker Wealth Management, LLC | NJ | $343.52M | 970 | 2026-07-24 |
| PUZO MICHAEL J | — | $343.43M | 379 | 2026-05-07 |
| Eleva Capital SAS | — | $343.41M | 24 | 2026-07-02 |
| TUCKER ASSET MANAGEMENT LLC | CO | $343.40M | 1080 | 2026-02-05 |
| Capital Planning LLC | CA | $343.40M | 88 | 2026-07-22 |
| PALO ALTO WEALTH ADVISORS, LLC | CA | $343.27M | 64 | 2025-11-12 |
| PFW Advisors LLC | GA | $343.03M | 124 | 2026-07-13 |
| Wealthstar Advisors, LLC | TX | $342.91M | 114 | 2026-07-30 |
| Nova R Wealth, Inc. | KS | $342.78M | 86 | 2026-07-17 |