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
4251–4500 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 |
|---|---|---|---|---|
| 11 Capital Partners LP | CT | $367.75M | 22 | 2026-08-14 |
| WHITE PINE CAPITAL LLC | MI | $367.74M | 230 | 2026-08-05 |
| Promethos Capital, LLC | MA | $367.72M | 54 | 2026-08-12 |
| Sterling Financial Planning, Inc. | NJ | $367.67M | 123 | 2026-08-11 |
| FORTRESS PRIVATE LEDGER, LLC | NC | $367.64M | 281 | 2026-08-07 |
| 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 |
| Storen Legacy Partners, LLC | IN | $366.80M | 116 | 2026-07-17 |
| VAN STRUM & TOWNE INC. | CA | $366.79M | 111 | 2026-08-03 |
| Silverleafe Capital Partners, LLC | TN | $366.78M | 99 | 2026-07-02 |
| First International Bank of Israel Ltd. | — | $366.74M | 69 | 2026-08-12 |
| Impact Capital Partners LLC | MA | $366.53M | 283 | 2026-07-14 |
| Waterford Advisors, LLC | NY | $366.47M | 64 | 2026-08-14 |
| ACORN CAPITAL ADVISORS, LLC | NY | $366.46M | 20 | 2026-08-14 |
| Concord Investment Counsel Inc. | CA | $366.36M | 50 | 2026-08-12 |
| SAM Advisors, LLC | CA | $366.32M | 49 | 2026-08-13 |
| Pillsbury Lake Capital LLC | — | $366.32M | 44 | 2026-08-14 |
| Capco Asset Management, LLC | FL | $365.90M | 26 | 2026-08-05 |
| Indiana Trust & Investment Management Co | — | $365.88M | 480 | 2026-07-22 |
| WRIGHT INVESTORS SERVICE INC | CT | $365.76M | 238 | 2026-08-05 |
| Range Financial Group LLC | VA | $365.76M | 206 | 2026-07-15 |
| AIGEN INVESTMENT MANAGEMENT, LP | NY | $365.75M | 517 | 2026-08-14 |
| Lynch Asset Management, Inc. | IN | $365.72M | 52 | 2026-08-06 |
| Quaker Capital Investments, LLC | PA | $365.72M | 22 | 2026-08-14 |
| 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 |
| Elevated Financial Group LLC | IN | $364.87M | 125 | 2026-07-22 |
| Hopwood Nicholas Hunter | — | $364.51M | 131 | 2026-08-14 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | — | $364.21M | 10 | 2026-08-14 |
| KEATING INVESTMENT COUNSELORS INC | FL | $364.14M | 59 | 2026-07-16 |
| BAKER BOYER NATIONAL BANK | — | $364.11M | 121 | 2026-07-27 |
| Eaton Financial Holdings Company, LLC | FL | $364.11M | 134 | 2026-08-05 |
| Engle Capital Management, L.P. | CT | $364.10M | 20 | 2026-08-14 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | — | $364.08M | 37 | 2026-08-05 |
| Sage Financial Management Group, Inc. | PA | $363.96M | 61 | 2026-07-24 |
| Elevated Capital Advisors, LLC | IN | $363.62M | 849 | 2026-08-03 |
| Tilson Financial Group, Inc. | NJ | $363.61M | 86 | 2026-07-27 |
| Reliant Wealth Planning | KY | $363.59M | 54 | 2026-08-07 |
| MARSHALL FINANCIAL GROUP INC /ADV | PA | $363.55M | 53 | 2025-11-04 |
| AIMZ Investment Advisors, LLC | CA | $363.49M | 153 | 2026-08-14 |
| Anfield Capital Management, LLC | CA | $363.45M | 715 | 2026-05-12 |
| GFG Capital, LLC | FL | $363.40M | 155 | 2026-07-20 |
| GLYNN CAPITAL MANAGEMENT LLC | CA | $363.39M | 43 | 2026-08-05 |
| Raub Brock Capital Management LP | CA | $363.30M | 45 | 2026-07-15 |
| Purus Wealth Management, LLC | CA | $363.23M | 171 | 2026-07-13 |
| Urban Financial Advisory Corp | CA | $362.87M | 54 | 2026-08-06 |
| Westbourne Investment Advisors, Inc. | MD | $362.67M | 120 | 2026-07-27 |
| HAMEL ASSOCIATES, INC. | PA | $362.66M | 92 | 2026-07-27 |
| O'Brien Greene & Co. Inc | — | $362.40M | 199 | 2026-08-06 |
| Wealth Management Associates, Inc. | CA | $362.38M | 254 | 2026-07-21 |
| MILLINGTON SECURITIES, LLC | — | $362.37M | 404 | 2026-07-15 |
| Alteri Wealth LLC | CA | $362.14M | 296 | 2026-07-29 |
| SAXON INTERESTS, INC. | TX | $362.01M | 238 | 2026-08-12 |
| Solitude Financial Services | VA | $361.23M | 42 | 2026-07-24 |
| ParaFi Capital LP | NY | $361.21M | 24 | 2026-08-14 |
| HT Partners LLC | CT | $361.15M | 53 | 2026-07-16 |
| WT Wealth Management | AZ | $361.08M | 138 | 2026-07-23 |
| Demars Financial Group, LLC | WA | $360.90M | 113 | 2026-07-21 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | NE | $360.64M | 59 | 2026-07-28 |
| Spectrum Asset Management, Inc. (NB/CA) | — | $360.45M | 130 | 2026-08-03 |
| Kentucky Farm Bureau Mutual Insurance Co | — | $360.37M | 69 | 2026-08-10 |
| Equita Financial Network, Inc. | PA | $360.25M | 95 | 2026-07-29 |
| Morling Financial Advisors, LLC | CA | $360.04M | 123 | 2026-08-06 |
| MADDEN SECURITIES Corp | TX | $359.97M | 118 | 2026-07-24 |
| BAROMETER CAPITAL MANAGEMENT INC. | — | $359.81M | 136 | 2026-08-12 |
| PL Capital Advisors, LLC | FL | $359.75M | 31 | 2026-07-31 |
| Gen-Wealth Partners Inc | MI | $359.70M | 722 | 2026-08-10 |
| Bridge Creek Capital Management LLC | MA | $359.63M | 116 | 2025-10-14 |
| Bryant Woods Investment Advisors, LLC | NY | $359.58M | 85 | 2026-07-22 |
| Resurgent Financial Advisors LLC | GA | $359.53M | 316 | 2026-08-14 |
| Horizon Investment Services, LLC | NY | $359.53M | 143 | 2026-08-06 |
| Freedom Investment Management, Inc. | CO | $359.17M | 156 | 2026-08-10 |
| PCA Investment Advisory Services Inc. | OH | $358.36M | 59 | 2026-07-27 |
| Members Advisory Group LLC | WI | $358.22M | 42 | 2026-07-15 |
| Extract Advisors LLC | CA | $357.92M | 31 | 2026-08-14 |
| PORTLAND INVESTMENT COUNSEL INC. | — | $357.92M | 58 | 2026-08-13 |
| Greystone Financial Group, LLC | MI | $357.86M | 74 | 2026-07-28 |
| Providence First Trust Co | — | $357.57M | 196 | 2026-07-27 |
| METROPOLITAN LIFE INSURANCE CO/NY | — | $357.43M | 11 | 2026-08-14 |
| Sentry LLC | TX | $357.42M | 132 | 2026-08-14 |
| Permit Capital, LLC | PA | $357.38M | 20 | 2026-08-11 |
| BARRETT & COMPANY, INC. | RI | $357.18M | 707 | 2026-07-24 |
| Guardian Wealth Management, LLC | NC | $356.70M | 30 | 2026-07-24 |
| Incline Global Management LLC | PA | $356.56M | 20 | 2026-08-14 |
| Chesapeake Wealth Management | MD | $356.53M | 275 | 2026-08-13 |
| Crestmont Private Wealth LLC | TX | $356.49M | 105 | 2026-08-07 |
| 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 |
| TigerOak Management, L.L.C. | TN | $356.00M | 139 | 2026-08-11 |
| 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 |
| Hi-Line Capital Management, LLC | SD | $355.45M | 32 | 2026-07-24 |
| Rise Advisors, LLC | NY | $355.35M | 103 | 2026-07-10 |
| TFR Capital, LLC. | TX | $355.25M | 165 | 2026-08-06 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | CA | $355.09M | 233 | 2026-07-24 |
| WATERSHED PRIVATE WEALTH LLC | IL | $355.07M | 120 | 2026-07-17 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | IA | $354.95M | 257 | 2026-08-12 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | — | $354.83M | 690 | 2026-08-07 |
| FIRETRAIL INVESTMENTS PTY LTD | — | $354.71M | 32 | 2026-08-07 |
| Santori & Peters, Inc. | PA | $354.63M | 83 | 2026-07-24 |
| Advisor Resource Council | TX | $354.52M | 276 | 2026-07-28 |
| Wheelhouse Advisory Group LLC | MO | $354.36M | 55 | 2026-07-23 |
| Timonier Family Office, LTD. | NC | $354.09M | 57 | 2026-08-03 |
| Essential Planning, LLC. | NH | $353.86M | 87 | 2026-08-03 |
| TSA Wealth Managment LLC | — | $353.59M | 119 | 2026-08-03 |
| Somerset Trust Co | — | $353.58M | 232 | 2026-07-06 |
| INCA Investments LLC | FL | $353.36M | 10 | 2026-07-28 |
| Autumn Glory Partners, LLC | TX | $352.86M | 359 | 2026-08-03 |
| Midwest Heritage Bank, FSB | IA | $352.75M | 53 | 2026-07-28 |
| AXS Investments LLC | NY | $352.67M | 193 | 2026-08-10 |
| 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 |
| Sunpointe, LLC | MO | $352.00M | 281 | 2026-07-24 |
| FINANCIAL LIFE ADVISORS | TX | $351.74M | 61 | 2026-07-28 |
| Palisades Investment Partners, LLC | TX | $351.60M | 53 | 2026-08-04 |
| Colonial River Investments, LLC | VA | $351.53M | 249 | 2026-07-24 |
| EVERPAR ADVISORS LLC | OK | $351.52M | 302 | 2026-07-09 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | OH | $351.47M | 166 | 2026-08-12 |
| Gerald Baker Financial Group LLC | — | $351.42M | 126 | 2026-08-03 |
| Whitegate Investment Counselors, Inc. | NH | $351.25M | 76 | 2026-08-10 |
| LifeGuide Financial Advisors, LLC | PA | $351.16M | 47 | 2026-07-09 |
| Spectrum Wealth Advisory Group, LLC | CA | $351.10M | 543 | 2026-08-06 |
| Beacon Bridge Wealth Partners, LLC | PA | $351.02M | 105 | 2026-08-05 |
| Yakira Capital Management, Inc. | CT | $350.99M | 202 | 2026-08-13 |
| Pegasus Asset Management, Inc. | WI | $350.96M | 75 | 2026-08-06 |
| StrongBox Wealth, LLC | MO | $350.91M | 267 | 2026-07-23 |
| Fieldview Capital Management, LLC | MI | $350.71M | 507 | 2026-08-14 |
| DAVIS-REA LTD. | — | $350.68M | 45 | 2026-08-04 |
| MTM Investment Management, LLC | PA | $350.46M | 708 | 2026-08-03 |
| Oxler Private Wealth LLC | NY | $349.99M | 93 | 2026-08-03 |
| PKO BP BANKOWY Universal Pension Society JSC | — | $349.94M | 13 | 2026-07-08 |
| Your Advocates Ltd., LLP | TX | $349.85M | 210 | 2026-08-05 |
| Pineridge Advisors LLC | MO | $349.78M | 460 | 2025-11-04 |
| MGB Wealth Management, LLC | TX | $349.59M | 308 | 2026-02-17 |
| Yukon Wealth Management, Inc. | KS | $349.38M | 132 | 2026-08-17 |
| Arrowroot Family Office, LLC | CA | $349.34M | 174 | 2026-08-06 |
| DENVER WEALTH MANAGEMENT, INC. | CO | $349.29M | 109 | 2026-08-07 |
| Planned Solutions, Inc. | — | $348.94M | 155 | 2026-07-13 |
| Riverview Capital Advisers, LLC | MA | $348.77M | 88 | 2026-08-13 |
| Auour Investments LLC | MA | $348.75M | 95 | 2026-07-21 |
| Future Fund LLC | IL | $348.75M | 118 | 2026-08-12 |
| Timelo Investment Management Inc. | — | $348.56M | 49 | 2026-08-13 |
| Parkshore Wealth Management, Inc. | CA | $348.17M | 72 | 2026-08-07 |
| PCJ Investment Counsel Ltd. | — | $347.89M | 62 | 2026-08-12 |
| Pines Wealth Management, LLC | NC | $347.77M | 219 | 2026-07-22 |
| FIRST UNITED BANK & TRUST | — | $347.63M | 589 | 2026-07-20 |
| DORVAL Corp | MN | $347.48M | 49 | 2026-07-24 |
| Highview Capital Management LLC/DE/ | IL | $347.42M | 118 | 2026-08-11 |
| 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 |
| Keewaydin Investments LLC | — | $346.60M | 18 | 2026-08-14 |
| BRADY FAMILY WEALTH, LLC | MO | $346.49M | 113 | 2026-07-13 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | MD | $346.24M | 66 | 2026-08-06 |
| RR Advisors, LLC | NY | $345.63M | 25 | 2026-08-13 |
| Front Row Advisors LLC | CA | $345.48M | 576 | 2026-08-13 |
| Matthew 25 Management Corp | PA | $345.48M | 20 | 2026-08-14 |
| LONESTAR CAPITAL MANAGEMENT LLC | CA | $345.38M | 29 | 2026-08-14 |
| MUHLENKAMP & CO INC | PA | $345.25M | 28 | 2026-08-18 |
| Bear Mountain Capital, Inc. | WA | $345.22M | 214 | 2026-07-20 |
| G&S Capital LLC | CO | $345.20M | 156 | 2026-07-10 |
| West Family Investments, Inc. | — | $345.02M | 468 | 2026-08-10 |
| Westwood Wealth Management | CA | $344.95M | 43 | 2026-08-07 |
| Sender Co & Partners, Inc. | NY | $344.87M | 120 | 2026-08-14 |
| Alaethes Wealth, LLC | — | $344.53M | 111 | 2026-08-14 |
| ACIMA PRIVATE WEALTH, LLC | VA | $344.35M | 173 | 2026-07-06 |
| HAMILTON CAPITAL PARTNERS, LLC | OH | $344.26M | 32 | 2026-07-20 |
| HIGHLAND PEAK CAPITAL, LLC | CT | $343.59M | 13 | 2026-08-12 |
| Quaker Wealth Management, LLC | NJ | $343.52M | 970 | 2026-07-24 |
| Eleva Capital SAS | — | $343.41M | 24 | 2026-07-02 |
| 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 |
| Orion Investment Co | VA | $342.71M | 73 | 2026-08-11 |
| Saranac Partners Ltd | — | $342.71M | 117 | 2026-08-13 |
| Solus Alternative Asset Management LP | NJ | $342.19M | 10 | 2026-08-14 |
| Idaho Trust Co | — | $342.14M | 146 | 2026-08-07 |
| BCWM, LLC | KS | $342.00M | 57 | 2026-08-14 |
| Jacobsen Capital Management | UT | $341.91M | 126 | 2026-07-29 |
| Ferguson Shapiro LLC | GA | $341.83M | 91 | 2026-07-09 |
| Owl Creek Wealth Partners LLC | CO | $341.80M | 1289 | 2026-07-20 |
| Western Financial Corp/CA | CA | $341.48M | 132 | 2026-07-22 |
| Roberts Financial Services LLC | — | $341.47M | 33 | 2026-08-06 |
| Verger Capital Management LLC | NC | $341.36M | 13 | 2026-07-28 |
| Yeomans Consulting Group, Inc. | GA | $341.28M | 113 | 2026-01-07 |
| NORTHSTAR ASSET MANAGEMENT INC | MN | $341.24M | 91 | 2026-07-28 |
| McCollum Christoferson Group LLC | NY | $340.98M | 80 | 2026-07-13 |
| Hixon Zuercher, LLC | OH | $340.81M | 88 | 2026-07-20 |
| Coalescence Partners Investment Management, LP | NY | $340.58M | 12 | 2026-08-14 |
| AVAII WEALTH MANAGEMENT, LLC | WI | $340.53M | 176 | 2026-08-10 |
| ACT WEALTH MANAGEMENT, LLC | TX | $340.30M | 64 | 2026-07-08 |
| WARNER FINANCIAL, INC | MD | $340.10M | 145 | 2026-07-09 |
| Greenbush Financial Group, LLC | NY | $340.06M | 35 | 2026-07-21 |
| ODonnell Financial Services, LLC | — | $339.83M | 74 | 2026-08-12 |
| HERITAGE OAK WEALTH ADVISORS LLC | FL | $339.67M | 101 | 2026-07-23 |
| River Street Advisors LLC | IL | $339.50M | 255 | 2026-07-21 |
| JEPPSON WEALTH MANAGEMENT, LLC | CA | $339.41M | 242 | 2026-08-04 |
| BRILLIANCE ASSET MANAGEMENT LTD | — | $339.34M | 11 | 2026-08-12 |
| Haverford Financial Services, Inc. | PA | $339.23M | 49 | 2026-08-12 |
| New Insight Wealth Advisors | CA | $339.19M | 120 | 2026-07-28 |
| 1492 Capital Management LLC | WI | $338.73M | 133 | 2026-08-11 |
| East Coast Asset Management, LLC. | MA | $338.60M | 67 | 2026-08-14 |
| Fore Capital, LLC | — | $338.44M | 67 | 2026-08-10 |
| Etesian Wealth Advisors, Inc. | OR | $338.30M | 141 | 2026-07-23 |
| CASTLE WEALTH MANAGEMENT LLC | FL | $337.57M | 143 | 2026-07-31 |
| Elite Wealth Management, Inc. | WA | $337.45M | 47 | 2026-08-13 |
| SHAYNE & JACOBS, LLC | TN | $337.18M | 129 | 2026-07-07 |
| Corundum Group, Inc. | CO | $337.15M | 112 | 2026-08-07 |
| Consilium Wealth Advisory, LLC | CA | $336.95M | 101 | 2026-08-11 |
| Northern Right Capital Management, L.P. | CT | $336.95M | 27 | 2026-08-14 |
| Ameliora Wealth Management Ltd. | — | $336.86M | 229 | 2026-07-24 |
| Riverwater Partners LLC | WI | $336.80M | 209 | 2026-08-14 |
| Bank OZK | — | $336.67M | 280 | 2026-08-17 |
| AlphaGrep UK Ltd | — | $336.46M | 721 | 2026-08-14 |
| Amtrust Financial Services, Inc. | — | $336.45M | 15 | 2026-07-29 |
| Roth Financial Partners LLC | TX | $336.30M | 33 | 2026-07-14 |
| Strategic Financial Concepts, LLC | TX | $336.19M | 239 | 2026-07-28 |
| Forum Private Client Group LLC | — | $335.96M | 86 | 2026-08-12 |
| Silver Coast Investments LLC | CA | $335.85M | 121 | 2026-07-24 |
| Oldfather Financial Services, LLC | NE | $335.84M | 98 | 2026-01-16 |
| Greenfield Seitz Capital Management, LLC | TX | $335.77M | 107 | 2026-08-12 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | — | $335.65M | 85 | 2026-08-04 |
| ADIRONDACK TRUST CO | NY | $335.63M | 640 | 2026-07-16 |
| OneAscent Wealth Management LLC | AL | $335.52M | 169 | 2026-08-11 |
| Jessup Wealth Management, Inc | OH | $335.25M | 81 | 2026-08-11 |
| Persistent Asset Partners Ltd | — | $335.13M | 961 | 2026-08-07 |
| Pennant Investors, LP | — | $334.94M | 16 | 2026-08-14 |
| TPG Financial Advisors, LLC | TX | $334.82M | 81 | 2026-08-10 |
| SEAVIEW INVESTMENT MANAGERS LLC | FL | $334.82M | 257 | 2026-07-14 |
| Spinecap SAS | — | $334.73M | 16 | 2026-07-27 |
| BHK Investment Advisors, LLC | AL | $334.72M | 79 | 2026-07-28 |
| Trustees of Dartmouth College | — | $334.63M | 11 | 2026-08-13 |
| Arkfeld Wealth Strategies, L.L.C. | NE | $334.46M | 119 | 2026-07-10 |