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
4501–4750 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 |
|---|---|---|---|---|
| Wealth High Governance Capital Ltda | — | $334.35M | 35 | 2026-08-13 |
| Core Alternative Capital | — | $334.15M | 201 | 2026-08-14 |
| Saiph Capital, LLC | NJ | $334.06M | 131 | 2026-07-29 |
| Slagle Financial, LLC | IL | $333.85M | 127 | 2026-07-29 |
| Henry James International Management Inc. | NY | $333.81M | 91 | 2026-07-09 |
| ELEVATION WEALTH PARTNERS, LLC | CA | $333.79M | 1305 | 2026-07-08 |
| Alta Fundamental Advisers LLC | NY | $333.48M | 26 | 2026-08-12 |
| Costello Asset Management, INC | PA | $333.24M | 710 | 2026-07-28 |
| S&T BANK/PA | — | $333.23M | 554 | 2026-08-12 |
| Goepper Burkhardt LLC | SC | $333.07M | 99 | 2026-08-10 |
| VISTA INVESTMENT MANAGEMENT | NY | $332.67M | 181 | 2026-08-12 |
| Ducere Wealth Management LLC | CA | $332.57M | 135 | 2026-07-28 |
| Joseph P. Lucia & Associates, LLC | NY | $332.56M | 188 | 2026-08-07 |
| Steadview Capital Management LLC | CA | $332.52M | 14 | 2026-08-04 |
| Tandem Financial, LLC | SC | $332.44M | 101 | 2026-08-14 |
| Canopy Partners, LLC | OH | $332.43M | 256 | 2026-07-22 |
| MASTER'S WEALTH MANAGEMENT INC. | PA | $332.33M | 91 | 2026-08-07 |
| AMERICAN ASSETS INC | NY | $332.29M | 12 | 2026-08-05 |
| Hidden Lake Asset Management LP | NY | $332.21M | 24 | 2026-08-14 |
| IAMS WEALTH MANAGEMENT, LLC | NE | $332.18M | 190 | 2026-07-16 |
| Court Place Advisors, LLC | MD | $332.15M | 147 | 2025-11-25 |
| PURE PORTFOLIOS HOLDINGS LLC | OR | $332.08M | 104 | 2026-01-30 |
| Prodigy Asset Management LLC | NE | $332.06M | 29 | 2026-07-07 |
| BCS Private Wealth Management, Inc. | — | $332.05M | 187 | 2026-07-31 |
| Precision Wealth Strategies, LLC | MO | $331.85M | 170 | 2026-08-10 |
| Legacy Capital Group California, Inc. | CA | $331.75M | 299 | 2026-07-29 |
| Mayfair Advisory Group, LLC | AL | $331.73M | 185 | 2026-08-11 |
| Left Brain Wealth Management, LLC | IL | $331.66M | 99 | 2026-07-30 |
| Argentarii, LLC | OH | $331.61M | 213 | 2026-08-12 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | — | $331.59M | 11 | 2026-08-10 |
| Pacifica Partners Inc. | — | $331.58M | 448 | 2026-07-13 |
| L.K. Benson & Company, P.C. | — | $331.52M | 115 | 2026-07-24 |
| Long Corridor Asset Management Ltd | — | $331.48M | 35 | 2026-08-12 |
| Foundation Wealth Management, LLC\PA | MO | $331.34M | 105 | 2026-07-22 |
| Goodlander Investment Management, LLC | TX | $331.27M | 15 | 2026-08-14 |
| FLAGSTAR SECURITIES, INC | NY | $331.17M | 177 | 2026-07-15 |
| Crow's Nest Holdings LP | VA | $330.65M | 11 | 2026-08-14 |
| CLOVERFIELDS CAPITAL GROUP, LP | MN | $330.61M | 90 | 2026-08-13 |
| Camarda Financial Advisors, LLC | FL | $330.55M | 122 | 2026-08-17 |
| Rhino Investment Partners, Inc | PA | $330.55M | 32 | 2026-08-14 |
| Bell & Brown Wealth Advisors, LLC | CA | $330.12M | 73 | 2026-08-10 |
| Norman Fields, Gottscho Capital Management, LLC | — | $330.11M | 64 | 2026-07-08 |
| C Partners Holding GmbH | — | $329.93M | 15 | 2026-08-14 |
| Lumbard & Kellner, LLC | NH | $329.87M | 108 | 2026-08-06 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | MD | $329.51M | 108 | 2026-07-15 |
| Iyo Bank, Ltd. | — | $329.49M | 32 | 2026-08-12 |
| Windward Management LP | CA | $329.45M | 13 | 2026-08-17 |
| Towne Trust Company, N.A | — | $329.45M | 354 | 2026-07-30 |
| Tikvah Management LLC | — | $329.19M | 19 | 2026-08-13 |
| United Bank | — | $328.86M | 122 | 2026-08-10 |
| Buttonwood Financial Advisors Inc. | MO | $328.72M | 110 | 2026-07-13 |
| Omega Financial Group, LLC | NY | $328.64M | 91 | 2026-07-21 |
| EDENTREE ASSET MANAGEMENT Ltd | — | $328.48M | 66 | 2026-08-14 |
| ENCOMPASS WEALTH ADVISORS, LLC | OR | $328.47M | 109 | 2026-07-21 |
| Davis Investment Partners, LLC | CA | $328.46M | 172 | 2026-08-07 |
| Kercheville Advisors, LLC | TX | $328.45M | 108 | 2026-07-30 |
| STANCE CAPITAL LLC | MA | $328.24M | 429 | 2026-08-14 |
| PECAUT & CO. | IA | $328.22M | 65 | 2026-08-03 |
| Kaydan Wealth Management, Inc. | MI | $328.14M | 115 | 2026-07-24 |
| Vantage Point Financial LLC | IL | $328.00M | 188 | 2026-08-14 |
| Tabor Asset Management, LP | NY | $327.52M | 47 | 2026-08-14 |
| Engaged Capital LLC | CA | $327.08M | 10 | 2026-08-14 |
| Richard W. Paul & Associates, LLC | MI | $327.01M | 320 | 2026-08-10 |
| Wealth Advisors of Tampa Bay, LLC | FL | $326.94M | 94 | 2026-08-14 |
| TRED AVON FAMILY WEALTH, LLC | MD | $326.74M | 262 | 2026-08-10 |
| ROGCO, LP | — | $326.69M | 224 | 2026-07-30 |
| JCIC Asset Management Inc. | — | $326.49M | 113 | 2026-07-17 |
| Capital Investment Management, Inc. | — | $326.41M | 132 | 2026-07-16 |
| Vigilare Wealth Management | AZ | $326.23M | 123 | 2026-07-06 |
| MORRIS FINANCIAL CONCEPTS, INC. | SC | $326.12M | 204 | 2026-07-29 |
| Register Financial Advisors LLC | GA | $326.08M | 426 | 2026-07-15 |
| Hassell Wealth Management, LLC | LA | $326.00M | 29 | 2026-07-13 |
| Aventura Private Wealth, LLC | FL | $325.99M | 986 | 2026-07-15 |
| LCNB CORP | — | $325.96M | 187 | 2026-08-10 |
| Forza Wealth Management, LLC | FL | $325.93M | 194 | 2026-07-17 |
| Sycale Advisors (NY) LLC | NY | $325.86M | 24 | 2026-08-11 |
| New Perspectives, Inc | MS | $325.85M | 49 | 2026-07-22 |
| FAMILY WEALTH PARTNERS, LLC | OH | $325.83M | 109 | 2026-07-10 |
| Thomas J. Herzfeld Advisors, Inc. | FL | $325.76M | 129 | 2026-08-10 |
| Wilkerson Advisory Group LLC | MO | $325.61M | 620 | 2026-07-21 |
| Triton Wealth Management, PLLC | AZ | $325.53M | 133 | 2026-08-05 |
| S.A. Mason LLC | MI | $325.51M | 282 | 2026-07-31 |
| Mullooly Asset Management, Inc. | NJ | $324.91M | 60 | 2026-08-05 |
| SYKON CAPITAL LLC | NY | $324.84M | 112 | 2026-08-12 |
| Bishop & Co Investment Management, LLC | PA | $324.80M | 26 | 2026-07-22 |
| GUARDIAN POINT CAPITAL, LP | VA | $324.79M | 14 | 2026-08-14 |
| LAZARI CAPITAL MANAGEMENT, INC. | CA | $324.63M | 188 | 2026-07-23 |
| NCM Capital Management, LLC | NJ | $324.48M | 194 | 2026-08-14 |
| Pinnacle Holdings, LLC | — | $324.42M | 237 | 2026-08-12 |
| NWK Group, Inc. | CA | $324.20M | 71 | 2026-08-10 |
| WEALTH MANAGEMENT RESOURCES, INC. | RI | $324.16M | 31 | 2026-07-22 |
| Bluesphere Advisors LLC | PA | $323.94M | 121 | 2026-07-30 |
| Investment Research & Advisory Group, Inc. | CA | $323.91M | 315 | 2026-07-23 |
| Wealth Quarterback LLC | NJ | $323.84M | 172 | 2026-07-27 |
| MAGARIAN CAPITAL MANAGEMENT, LLC | — | $323.78M | 13 | 2026-08-12 |
| Legacy Bridge, LLC | IA | $323.78M | 322 | 2026-08-13 |
| HF Advisory Group, LLC | MD | $323.49M | 168 | 2026-07-09 |
| Orion Capital Management LLC | VA | $323.48M | 516 | 2026-08-18 |
| SIMS INVESTMENT MANAGEMENT, LLC | OH | $323.43M | 184 | 2026-07-21 |
| National Wealth Management Group, LLC | OH | $323.43M | 226 | 2026-07-14 |
| United Community Bank | — | $323.41M | 534 | 2026-08-13 |
| Walker Financial Services, Inc. | KY | $323.31M | 45 | 2026-07-15 |
| Kenora Financial, LLC | IL | $323.17M | 133 | 2026-07-21 |
| Naman Capital Ltda | — | $323.08M | 19 | 2026-08-13 |
| Granger Management LLC | NY | $322.82M | 15 | 2026-08-13 |
| Forefront Wealth Partners, LLC | PA | $322.75M | 177 | 2026-08-20 |
| Sharper & Granite LLC | CA | $322.74M | 109 | 2026-07-16 |
| Royal Harbor Partners, LLC | TX | $322.73M | 56 | 2026-07-27 |
| Sophron Capital Management L.P. | NJ | $322.65M | 43 | 2026-08-14 |
| Prosperity Financial Group, Inc. | CA | $322.65M | 184 | 2026-07-28 |
| Quantum Financial Planning Services, Inc. | WA | $322.55M | 58 | 2026-07-15 |
| Northstar Advisory Group, LLC | MN | $322.47M | 119 | 2026-07-14 |
| CURIO WEALTH, LLC | MD | $322.28M | 78 | 2026-08-07 |
| S SQUARED TECHNOLOGY, LLC | — | $322.27M | 33 | 2026-08-14 |
| Squadron Capital Management LLC | — | $322.25M | 43 | 2026-08-14 |
| Westshore Wealth, LLC | CA | $322.12M | 107 | 2026-08-10 |
| Jackson, Grant Investment Advisers, Inc. | CT | $322.02M | 421 | 2026-07-31 |
| Ketron Financial | CA | $321.95M | 64 | 2026-08-06 |
| AJ Advisors, LLC | TN | $321.83M | 37 | 2026-07-23 |
| MKT Advisors LLC | CA | $321.81M | 155 | 2026-07-09 |
| Sonoma Allocations LLC | CA | $321.81M | 118 | 2026-07-08 |
| Realta Investment Advisors | DE | $321.77M | 378 | 2026-07-20 |
| HALL LAURIE J TRUSTEE | — | $321.59M | 267 | 2026-07-09 |
| Hapanowicz & Associates Financial Services, Inc | PA | $321.48M | 37 | 2026-07-29 |
| MIRAMONTES CAPITAL, LLC | — | $321.31M | 141 | 2026-09-09 |
| HALL CAPITAL MANAGEMENT CO INC | CA | $321.19M | 107 | 2026-08-14 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | — | $321.09M | 153 | 2026-07-09 |
| Selkirk Management LLC | NJ | $320.96M | 14 | 2026-08-14 |
| Glass Jacobson Investment Advisors llc | MD | $320.91M | 618 | 2026-07-30 |
| TMB Capital Partners, LLC | AR | $320.58M | 177 | 2026-07-24 |
| Leisure Capital Management | CA | $320.42M | 160 | 2026-07-24 |
| Biltmore Wealth Management, LLC | AZ | $320.39M | 58 | 2026-07-21 |
| Aft, Forsyth & Sober, LLC | FL | $320.01M | 60 | 2026-08-14 |
| EWG Elevate Inc. | CA | $320.01M | 119 | 2025-10-07 |
| Samalin Investment Counsel, LLC | NY | $320.00M | 336 | 2026-07-27 |
| INVESTMENT PARTNERS, LTD. | — | $319.94M | 167 | 2026-08-04 |
| JW Asset Management, LLC | — | $319.87M | 21 | 2026-08-07 |
| Passive Capital Management, LLC. | NY | $319.79M | 94 | 2026-08-10 |
| Prospera Capital Management, LLC | — | $319.79M | 63 | 2026-07-27 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | TX | $319.76M | 82 | 2026-08-07 |
| Global Trust Asset Management, LLC | — | $319.74M | 487 | 2026-08-03 |
| Burns Matteson Capital Management, LLC | NY | $319.69M | 196 | 2026-07-17 |
| SELDON CAPITAL LP | CA | $319.65M | 74 | 2026-08-14 |
| BURKETT FINANCIAL SERVICES, LLC | SC | $319.58M | 266 | 2026-07-02 |
| WRAPMANAGER INC | CA | $319.57M | 150 | 2026-08-05 |
| Tiller Private Wealth, Inc. | PA | $319.27M | 69 | 2026-07-24 |
| Shaker Financial Services, LLC | MD | $319.24M | 148 | 2026-07-15 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | MS | $319.19M | 175 | 2026-07-28 |
| Centerline Wealth Advisors, LLC | KY | $319.16M | 79 | 2026-07-17 |
| Axiom Financial Strategies, LLC | IN | $319.10M | 34 | 2026-08-06 |
| Powers Advisory Group, LLC | IL | $319.09M | 130 | 2026-07-31 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | NY | $318.75M | 206 | 2026-02-10 |
| THOR TRADING ADVISORS, LLC | PA | $318.69M | 39 | 2026-08-12 |
| Skyline Advisors, Inc. | WA | $318.68M | 123 | 2026-07-20 |
| Berkeley, Inc | CA | $318.67M | 86 | 2026-07-24 |
| Summa Corp. | TX | $318.62M | 83 | 2026-08-06 |
| Arcadia Wealth Management, LLC | NH | $318.56M | 66 | 2026-07-20 |
| BEACON INVESTMENT ADVISORS LLC | OH | $318.46M | 178 | 2026-08-13 |
| Chaney Capital Management, Inc. | WA | $318.06M | 45 | 2026-08-12 |
| ShoreHaven Wealth Partners, LLC | NJ | $317.89M | 106 | 2026-07-14 |
| SITTNER & NELSON, LLC | OR | $317.87M | 621 | 2026-08-07 |
| Robinswood Financial LLC | — | $317.83M | 430 | 2026-07-13 |
| Nixon Capital, LLC | TX | $317.80M | 19 | 2026-08-12 |
| GoodHaven Capital Management, LLC | NJ | $317.72M | 26 | 2026-08-10 |
| Cambridge Financial Group, LLC | MA | $317.63M | 155 | 2026-07-14 |
| Mills Wealth Advisors LLC | TX | $317.56M | 76 | 2026-07-07 |
| Boothe Investment Group, Inc. | DE | $317.42M | 38 | 2026-07-14 |
| Genesee Capital Advisors, LLC | NY | $317.34M | 172 | 2026-08-06 |
| THEORY FINANCIAL LLC | CO | $317.32M | 99 | 2026-07-31 |
| WEALTHSPAN PARTNERS, LLC | IA | $317.28M | 129 | 2026-08-06 |
| Medallion Wealth Advisors, LLC | CT | $317.26M | 1234 | 2026-08-14 |
| Montanaro Asset Management Ltd | — | $317.17M | 42 | 2026-08-12 |
| TICINO WEALTH | CA | $317.09M | 135 | 2026-07-20 |
| Powell Investment Advisors, LLC | FL | $316.77M | 167 | 2026-07-29 |
| Fourth Dimension Wealth, LLC | OH | $316.30M | 744 | 2026-07-31 |
| Nvest Financial, LLC | NH | $316.29M | 150 | 2026-07-30 |
| BALANCED WEALTH GROUP LLC | OH | $316.27M | 78 | 2026-08-10 |
| LOUNTZIS ASSET MANAGEMENT, LLC | PA | $316.08M | 55 | 2026-07-31 |
| Richmond Investment Services, LLC | WI | $316.07M | 145 | 2026-07-27 |
| IMZ Advisory Inc | FL | $315.81M | 38 | 2026-07-07 |
| ENZI WEALTH | TX | $315.73M | 77 | 2026-07-15 |
| Ranch Capital Advisors Inc. | FL | $315.71M | 157 | 2026-08-03 |
| Sterling Financial Group, Inc. | NC | $315.54M | 73 | 2025-11-17 |
| Tencap Wealth Coaching, LLC | UT | $315.36M | 20 | 2026-07-29 |
| Meros Investment Management, LP | TX | $315.16M | 50 | 2026-08-14 |
| Trinity Wealth Management, LLC | OH | $315.15M | 75 | 2026-07-07 |
| RICHARDS, MERRILL & PETERSON, INC. | WA | $315.07M | 285 | 2026-07-16 |
| VMS Asset Management Limited | — | $314.96M | 34 | 2026-07-23 |
| TAGStone Capital, Inc. | NC | $314.61M | 139 | 2026-08-11 |
| THOMIST CAPITAL MANAGEMENT, LP | TX | $314.58M | 45 | 2026-08-14 |
| Inlight Wealth Management, LLC | GA | $314.58M | 62 | 2026-07-28 |
| Longitude (Cayman) Ltd. | — | $314.34M | 46 | 2026-08-12 |
| MMA ASSET MANAGEMENT LLC | PA | $314.26M | 181 | 2026-08-04 |
| Mosley Wealth Management | CA | $314.26M | 781 | 2026-07-23 |
| Malaga Cove Capital, LLC | CA | $314.08M | 185 | 2026-07-24 |
| Delaney Dennis R | — | $314.01M | 246 | 2026-08-21 |
| Stonebridge Financial Planning Group, LLC | FL | $313.91M | 183 | 2026-07-31 |
| MOSELEY INVESTMENT MANAGEMENT INC | FL | $313.85M | 163 | 2026-04-21 |
| Praetorian PR LLC | PR | $313.79M | 14 | 2026-08-14 |
| Macro Advisors, Inc. | PA | $313.71M | 45 | 2026-08-11 |
| Merk Investments LLC | CA | $313.54M | 11 | 2026-08-14 |
| Raleigh Capital Management Inc. | NC | $313.32M | 610 | 2026-07-21 |
| Plum Street Advisors, LLC | — | $313.15M | 107 | 2026-08-13 |
| StoneCrest Wealth Management, Inc. | AZ | $312.96M | 73 | 2026-07-09 |
| BENNETT SELBY INVESTMENTS LP | — | $312.92M | 85 | 2026-07-24 |
| First Citizens Asset Management, Inc. | NC | $312.90M | 30 | 2026-07-17 |
| Ravenswood Partners LP | VA | $312.60M | 36 | 2026-08-06 |
| Worth Asset Management, LLC | TX | $312.59M | 603 | 2026-07-08 |
| Windward Private Wealth Management Inc. | KS | $312.55M | 43 | 2026-08-04 |
| Prosperitas Financial LLC | CA | $312.32M | 141 | 2026-08-19 |
| Monte Financial Group, LLC | CT | $312.21M | 102 | 2026-08-07 |
| PENNINGTON PARTNERS & CO., LLC | MD | $312.10M | 131 | 2026-08-14 |
| Beacon Wealthcare LLC | NC | $312.09M | 26 | 2026-07-01 |
| MARYLAND CAPITAL ADVISORS INC. | MD | $312.05M | 1145 | 2026-07-17 |
| Peachtree Investment Partners, LLC | — | $311.94M | 143 | 2026-08-06 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | OH | $311.84M | 195 | 2026-07-24 |
| Weinberger Asset Management, Inc | CA | $311.83M | 101 | 2026-08-05 |
| Armor Investment Advisors, LLC | NY | $311.69M | 155 | 2026-08-04 |
| Five Oceans Advisors | — | $311.13M | 204 | 2026-07-15 |
| Oak Asset Management, LLC | OH | $311.01M | 115 | 2026-07-13 |
| Tenon Financial LLC | NJ | $310.86M | 61 | 2026-07-24 |
| Centennial Bank/AR/ | — | $310.73M | 341 | 2026-08-10 |
| Lakeshore Financial Planning, Inc. | MI | $310.65M | 92 | 2026-07-13 |
| IES Holdings, Inc. | — | $310.58M | 17 | 2026-08-14 |
| Claar Advisors LLC | NY | $310.41M | 17 | 2026-08-14 |
| Applied Capital LLC | AR | $310.41M | 54 | 2026-07-21 |
| Stash Investments, LLC | NY | $310.25M | 17 | 2026-07-29 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | — | $310.20M | 144 | 2026-07-23 |
| FIRETHORN WEALTH PARTNERS, LLC | GA | $310.17M | 201 | 2026-07-15 |
| BONNESS ENTERPRISES INC | — | $310.09M | 56 | 2026-07-09 |
| GKV Capital Management Co., Inc. | CA | $309.92M | 83 | 2026-07-23 |
| SONATA CAPITAL GROUP INC | WA | $309.92M | 128 | 2026-07-24 |
| Tanglewood Legacy Advisors, LLC | TX | $309.85M | 280 | 2026-08-10 |
| Ratan Capital Management LP | FL | $309.84M | 48 | 2026-08-18 |
| Outlook Capital Management, LLC | — | $309.82M | 42 | 2026-08-14 |
| One River Asset Management, LLC | CT | $309.81M | 250 | 2026-07-28 |
| Blue Water Asset Management | FL | $309.79M | 108 | 2026-08-03 |
| One Fin Capital Management LP | CA | $309.77M | 23 | 2026-08-14 |
| Disciplined Investments, LLC | OK | $309.63M | 144 | 2026-08-07 |
| Stephens Consulting, LLC | MI | $309.45M | 476 | 2026-01-13 |
| SmartHarvest Portfolios, LLC | — | $309.29M | 461 | 2026-08-04 |
| Bawa N Mallick Trust | — | $309.08M | 78 | 2026-08-14 |
| Vision Capital Corp | OR | $309.02M | 15 | 2026-08-13 |
| Eley Financial Management, Inc | VT | $308.81M | 72 | 2026-08-11 |
| Garner Asset Management Corp | — | $308.41M | 169 | 2026-08-07 |
| Financial Council, LLC | MD | $308.31M | 106 | 2026-08-04 |
| Owls Nest Partners IA, LLC | PA | $308.21M | 17 | 2026-08-13 |
| Wealth Watch Advisors, INC | CO | $308.20M | 142 | 2026-08-14 |
| Defender Capital, LLC. | NC | $307.97M | 37 | 2026-07-09 |
| FSA Investment Group, LLC | FL | $307.86M | 47 | 2026-07-20 |