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
4501–4750 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 |
|---|---|---|---|---|
| Elyxium Wealth, LLC | CA | $311.83M | 644 | 2026-05-06 |
| PORTLAND INVESTMENT COUNSEL INC. | — | $311.62M | 55 | 2026-05-14 |
| 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 |
| Bell & Brown Wealth Advisors, LLC | CA | $310.72M | 71 | 2026-05-13 |
| Lakeshore Financial Planning, Inc. | MI | $310.65M | 92 | 2026-07-13 |
| Applied Capital LLC | AR | $310.41M | 54 | 2026-07-21 |
| Tradewinds, LLC. | WA | $310.32M | 153 | 2026-05-04 |
| 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 |
| IronBridge Private Wealth, LLC | TX | $310.05M | 78 | 2026-05-14 |
| GKV Capital Management Co., Inc. | CA | $309.92M | 83 | 2026-07-23 |
| SONATA CAPITAL GROUP INC | WA | $309.92M | 128 | 2026-07-24 |
| Redwood Grove Capital, LLC | NY | $309.81M | 22 | 2026-05-15 |
| One River Asset Management, LLC | CT | $309.81M | 250 | 2026-07-28 |
| IAT REINSURANCE CO LTD. | — | $309.61M | 67 | 2026-05-14 |
| TSA Wealth Managment LLC | — | $309.45M | 105 | 2026-05-01 |
| Stephens Consulting, LLC | MI | $309.45M | 476 | 2026-01-13 |
| Pinnacle Holdings, LLC | — | $309.29M | 233 | 2026-05-08 |
| CLOVERFIELDS CAPITAL GROUP, LP | MN | $309.09M | 91 | 2026-05-14 |
| Financial Insights, Inc. | WA | $308.60M | 130 | 2026-05-19 |
| Elite Wealth Management, Inc. | WA | $308.04M | 49 | 2026-05-15 |
| PECAUT & CO. | IA | $307.98M | 66 | 2026-05-11 |
| Defender Capital, LLC. | NC | $307.97M | 37 | 2026-07-09 |
| Islander Capital Partners, L.P. | CA | $307.87M | 17 | 2026-05-15 |
| FSA Investment Group, LLC | FL | $307.86M | 47 | 2026-07-20 |
| LINCOLN CAPITAL CORP | PA | $307.76M | 99 | 2026-07-16 |
| Alliance Wealth Advisors, LLC | PA | $307.75M | 173 | 2026-07-09 |
| Kaizen Financial Strategies | CA | $307.73M | 176 | 2026-07-30 |
| Idaho Trust Co | — | $307.61M | 146 | 2026-05-08 |
| TPG Financial Advisors, LLC | TX | $307.43M | 76 | 2026-05-08 |
| Family Capital Trust Co | MI | $307.40M | 83 | 2026-07-30 |
| Blackhawk Capital Partners, LLC | WI | $306.12M | 146 | 2026-07-20 |
| FEARNLEY ASSET MANAGEMENT AS | — | $306.03M | 19 | 2026-05-15 |
| Aster Capital Management (DIFC) Ltd | — | $305.95M | 809 | 2026-05-13 |
| RPD Fund Management LLC | — | $305.93M | 11 | 2026-05-15 |
| Investidor Profissional Gestao de Recursos Ltda. | — | $305.83M | 27 | 2026-05-12 |
| Synergy Investment Management, LLC | WA | $305.75M | 2562 | 2026-05-15 |
| Ted Buchan & Co | CA | $305.67M | 95 | 2026-07-23 |
| Eaton Financial Holdings Company, LLC | FL | $305.43M | 125 | 2026-04-15 |
| Lynx Investment Advisory | DC | $305.23M | 465 | 2026-07-27 |
| Texas Bank & Trust Co | — | $305.13M | 467 | 2026-07-31 |
| ACCESS FINANCIAL SERVICES, INC. | MN | $305.03M | 103 | 2026-07-16 |
| Borer Denton & Associates, Inc. | PA | $304.88M | 74 | 2026-07-28 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | SC | $304.57M | 12 | 2026-05-15 |
| Carroll Advisory Group, LLC | NC | $304.54M | 93 | 2026-07-23 |
| Boundless Plain Holdings Ltd | — | $303.68M | 22 | 2026-05-12 |
| East Coast Asset Management, LLC. | MA | $303.45M | 68 | 2026-05-15 |
| Tejara Capital Ltd | — | $303.38M | 73 | 2026-05-12 |
| Carmel Capital Partners, LLC | CA | $303.29M | 148 | 2026-07-30 |
| Brick & Kyle, Associates | PA | $302.94M | 96 | 2026-07-02 |
| David Kennon Inc | FL | $302.63M | 45 | 2026-07-22 |
| Arrowroot Family Office, LLC | CA | $302.50M | 156 | 2026-05-15 |
| OneAscent Wealth Management LLC | AL | $302.46M | 157 | 2026-04-21 |
| Wealth Advisors of Tampa Bay, LLC | FL | $302.38M | 93 | 2026-05-14 |
| Armstrong, Fleming & Moore, Inc | DC | $301.93M | 115 | 2026-07-28 |
| E Fund Management (Hong Kong) Co., Ltd. | — | $301.53M | 551 | 2026-07-22 |
| Precision Wealth Strategies, LLC | MO | $301.45M | 156 | 2026-05-06 |
| TRED AVON FAMILY WEALTH, LLC | MD | $301.34M | 262 | 2026-04-22 |
| ALONGSIDE, LLC | — | $301.16M | 83 | 2026-07-09 |
| Matthew 25 Management Corp | PA | $301.11M | 20 | 2026-05-12 |
| BCU Wealth Advisors, LLC | IL | $301.08M | 63 | 2026-07-14 |
| ACT Advisors, LLC. | NC | $300.81M | 84 | 2026-07-22 |
| Traveka Wealth, LLC | CA | $300.73M | 199 | 2026-07-21 |
| Game Creek Capital, LP | MA | $300.69M | 93 | 2026-05-14 |
| United Bank | — | $300.64M | 124 | 2026-05-01 |
| VISTA INVESTMENT MANAGEMENT | NY | $300.59M | 180 | 2026-05-15 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | — | $300.47M | 199 | 2026-07-21 |
| Wellington Grp LLC | IN | $300.41M | 397 | 2026-05-22 |
| Prosperity Wealth Management, Inc. | FL | $300.37M | 251 | 2026-03-27 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | MD | $300.21M | 62 | 2026-04-28 |
| Galibier Capital Management Ltd. | — | $300.12M | 38 | 2025-10-21 |
| Forum Private Client Group LLC | — | $300.07M | 80 | 2026-05-13 |
| SYKON CAPITAL LLC | NY | $300.05M | 88 | 2026-04-22 |
| Riverwater Partners LLC | WI | $299.97M | 213 | 2026-05-08 |
| United Community Bank | — | $299.92M | 565 | 2026-04-24 |
| Sculati Wealth Management, LLC | MI | $299.85M | 123 | 2026-07-21 |
| Financial Symmetry Inc | CT | $299.68M | 68 | 2026-07-14 |
| Riverview Capital Advisers, LLC | MA | $299.67M | 86 | 2026-05-14 |
| Martin Investment Management, LLC | TN | $299.55M | 47 | 2026-07-17 |
| INTERCAPITAL, LLC | TX | $299.37M | 108 | 2026-05-15 |
| Goepper Burkhardt LLC | SC | $299.28M | 97 | 2026-05-13 |
| Corundum Group, Inc. | CO | $299.20M | 108 | 2026-04-20 |
| Kondo Wealth Advisors, Inc. | CA | $299.17M | 75 | 2026-07-21 |
| Parkshore Wealth Management, Inc. | CA | $299.13M | 69 | 2026-05-13 |
| Maltin Wealth Management, Inc. | — | $299.04M | 146 | 2026-07-22 |
| Schear Investment Advisers, LLC | OH | $299.00M | 83 | 2026-07-27 |
| Beacon Bridge Wealth Partners, LLC | PA | $298.76M | 101 | 2026-05-05 |
| Glass Wealth Management Co LLC | TX | $298.54M | 69 | 2026-07-30 |
| Highlander Partners, L.P. | NJ | $298.32M | 46 | 2026-07-29 |
| Congruence Capital, LLC | CA | $298.21M | 60 | 2026-05-14 |
| Lynch Asset Management, Inc. | IN | $298.19M | 51 | 2026-04-24 |
| SEARCY FINANCIAL SERVICES INC /ADV | KS | $298.17M | 27 | 2026-07-20 |
| Sawyer & Company, Inc | MA | $297.89M | 202 | 2026-07-24 |
| ARMOR ADVISORS, L.L.C. | NY | $297.77M | 18 | 2026-05-15 |
| Sustainable Insight Capital Management, LLC | NY | $297.75M | 86 | 2026-05-14 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | — | $297.65M | 687 | 2026-05-15 |
| LCNB CORP | — | $297.48M | 189 | 2026-05-11 |
| Fischer Financial Services, Inc. | PA | $297.32M | 56 | 2026-04-28 |
| Richard W. Paul & Associates, LLC | MI | $297.12M | 300 | 2026-05-13 |
| MBA Advisors LLC | PA | $297.08M | 166 | 2026-07-28 |
| Vertrix Wealth Management, LLC | MI | $296.97M | 103 | 2026-07-09 |
| Concord Investment Counsel Inc. | CA | $296.97M | 41 | 2026-05-13 |
| Foundry Financial LLC | CO | $296.92M | 86 | 2026-07-22 |
| TCFG Investment Advisors, LLC | CA | $296.84M | 299 | 2026-07-17 |
| Silphium Asset Management Ltd | — | $296.62M | 59 | 2026-07-30 |
| Altura Wealth Advisors Inc. | CA | $296.54M | 84 | 2026-07-22 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | — | $296.51M | 10 | 2026-07-16 |
| SHRIER WEALTH MANAGEMENT, LLC | CA | $296.46M | 134 | 2026-07-09 |
| CONTINUUM WEALTH ADVISORS, LLC | NY | $296.34M | 82 | 2026-07-21 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | — | $296.11M | 80 | 2026-05-08 |
| Wrenne Financial Planning LLC | — | $296.10M | 60 | 2026-07-27 |
| Cornerstone National Bank & Trust Co | — | $295.85M | 276 | 2026-07-21 |
| WRAPMANAGER INC | CA | $295.76M | 140 | 2026-02-06 |
| Skaana Management L.P. | — | $295.73M | 158 | 2026-05-11 |
| Front Row Advisors LLC | CA | $295.63M | 553 | 2026-05-19 |
| MASTER'S WEALTH MANAGEMENT INC. | PA | $295.25M | 82 | 2026-04-23 |
| Claar Advisors LLC | NY | $295.10M | 15 | 2026-05-15 |
| Clarus Group, Inc. | TX | $295.02M | 127 | 2026-07-24 |
| Nepsis Inc. | MN | $294.82M | 28 | 2026-07-14 |
| Advisory Solutions Group, LLC | — | $294.74M | 206 | 2026-07-29 |
| KENNEDY INVESTMENT GROUP, INC. | MO | $294.69M | 146 | 2026-07-30 |
| TrustBank | — | $294.62M | 175 | 2026-07-20 |
| Torrey Growth & Income Advisors | CA | $294.47M | 108 | 2026-07-27 |
| Permit Capital, LLC | PA | $294.39M | 19 | 2026-05-07 |
| Mainsail Financial Group, LLC | TX | $294.35M | 72 | 2026-07-15 |
| Selkirk Management LLC | NJ | $294.17M | 11 | 2026-05-14 |
| Weitzel Financial Services, Inc. | IA | $294.11M | 51 | 2026-07-15 |
| B&I Capital AG | — | $294.07M | 24 | 2026-05-06 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | NY | $294.06M | 143 | 2026-07-21 |
| Pacifica Capital Investments, LLC | — | $293.75M | 15 | 2026-05-13 |
| Decker Retirement Planning Inc. | UT | $293.66M | 441 | 2026-07-16 |
| Deseret Mutual Benefit Administrators | — | $293.60M | 508 | 2026-05-08 |
| Engle Capital Management, L.P. | CT | $293.49M | 22 | 2026-05-15 |
| Meridian Financial Partners LLC | AR | $293.31M | 119 | 2026-07-24 |
| Wealth Advisors Northwest LLC | OR | $293.22M | 65 | 2026-07-15 |
| FIDELIS iM, LLC | OR | $293.20M | 27 | 2026-07-22 |
| Consilium Wealth Advisory, LLC | CA | $293.17M | 102 | 2026-04-20 |
| Prudent Man Investment Management, Inc. | IL | $293.12M | 169 | 2026-07-28 |
| Zullo Investment Group, Inc. | PA | $293.11M | 157 | 2026-07-31 |
| Stonehearth Capital Management, LLC | MA | $293.07M | 94 | 2026-07-07 |
| FIRETRAIL INVESTMENTS PTY LTD | — | $293.07M | 28 | 2026-05-05 |
| Bay Rivers Group | VA | $293.01M | 126 | 2026-07-09 |
| Nixon Capital, LLC | TX | $292.76M | 22 | 2026-05-14 |
| Muzinich & Co., Inc. | NY | $292.73M | 38 | 2026-07-27 |
| Archer Investment Management, LLC | IN | $292.66M | 110 | 2026-07-07 |
| CURIO WEALTH, LLC | MD | $292.61M | 1256 | 2026-05-12 |
| SALZHAUER MICHAEL | — | $292.44M | 89 | 2026-07-20 |
| Heathbridge Capital Management Ltd. | — | $292.39M | 28 | 2026-07-28 |
| Shore Point Advisors, LLC | NJ | $292.35M | 77 | 2026-07-14 |
| BAROMETER CAPITAL MANAGEMENT INC. | — | $292.15M | 114 | 2026-05-12 |
| PENNINGTON PARTNERS & CO., LLC | MD | $291.98M | 114 | 2026-05-14 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | CA | $291.72M | 32 | 2026-07-31 |
| Trellis Wealth Advisors LLC | CA | $291.31M | 49 | 2026-07-15 |
| Lokken Investment Group LLC | DE | $291.20M | 148 | 2025-11-05 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | — | $291.05M | 45 | 2026-07-29 |
| Tranquility Partners, LLC | TN | $290.96M | 232 | 2026-07-23 |
| Denver PWM, LLC | CO | $290.92M | 87 | 2026-05-13 |
| Shared Vision Wealth Group LLC | — | $290.87M | 114 | 2026-07-31 |
| DENVER WEALTH MANAGEMENT, INC. | CO | $290.67M | 100 | 2026-04-27 |
| Evelyn Partners Investment Management (Europe) Ltd | — | $290.60M | 187 | 2026-05-15 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | MA | $290.54M | 16 | 2026-07-20 |
| AXS Investments LLC | NY | $290.40M | 197 | 2026-05-13 |
| ODonnell Financial Services, LLC | — | $290.33M | 64 | 2026-05-08 |
| Orion Capital Management LLC | VA | $290.27M | 489 | 2026-05-14 |
| Fairfield Financial Advisors, LTD | MA | $290.22M | 74 | 2026-04-27 |
| NerdWallet Wealth Partners, LLC | NY | $290.19M | 69 | 2026-07-08 |
| SAXON INTERESTS, INC. | TX | $290.17M | 224 | 2026-04-29 |
| RESOLUTE CAPITAL, LLC | CA | $289.80M | 72 | 2026-07-29 |
| Chaney Capital Management, Inc. | WA | $289.77M | 39 | 2026-01-27 |
| VIEWPOINT INVESTMENT PARTNERS CORP | WA | $289.68M | 127 | 2026-07-16 |
| Cable Car Capital, LP | CA | $289.48M | 128 | 2026-05-15 |
| Blue Water Asset Management | FL | $289.38M | 103 | 2026-05-05 |
| LeClair Wealth Partners LLC | OH | $289.38M | 103 | 2026-05-05 |
| BOURNE LENT ASSET MANAGEMENT INC | NY | $289.37M | 65 | 2026-07-29 |
| Windward Private Wealth Management Inc. | KS | $289.28M | 44 | 2026-05-06 |
| FCG Investment Co | TN | $289.18M | 118 | 2026-07-13 |
| Towerpoint Wealth, LLC | CA | $289.12M | 115 | 2026-07-09 |
| Goodlander Investment Management, LLC | TX | $289.09M | 12 | 2026-05-18 |
| FIRST FINANCIAL CORP /IN/ | IL | $289.03M | 404 | 2026-07-07 |
| Lion Street Advisors, LLC | TX | $289.03M | 224 | 2025-11-10 |
| Codex Capital Asset Management L.L.C. | — | $288.92M | 33 | 2026-07-27 |
| Plum Street Advisors, LLC | — | $288.80M | 98 | 2026-05-14 |
| WETZEL INVESTMENT ADVISORS, INC. | IN | $288.65M | 151 | 2026-07-23 |
| STABLEFORD CAPITAL II LLC | AZ | $288.65M | 147 | 2026-07-06 |
| Lumbard & Kellner, LLC | NH | $288.56M | 99 | 2026-05-15 |
| CRUX WEALTH ADVISORS | CA | $288.54M | 192 | 2026-07-21 |
| Whetstone Capital Advisors, LLC | KS | $288.37M | 56 | 2026-05-15 |
| Obsidian Personal Planning Solutions LLC | MD | $288.01M | 119 | 2025-11-13 |
| TKG Advisors, LLC | IN | $287.88M | 94 | 2026-07-27 |
| Alliance Private Wealth, LLC | MA | $287.85M | 82 | 2026-07-09 |
| First International Bank & Trust | — | $287.72M | 84 | 2025-10-07 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | GA | $287.65M | 195 | 2026-07-22 |
| Owen LaRue, LLC | KY | $287.57M | 141 | 2026-07-22 |
| Marnell Management LLC | MI | $287.52M | 72 | 2026-05-14 |
| Horizon Investment Services, LLC | NY | $287.51M | 137 | 2026-05-15 |
| PSquared Asset Management AG | — | $287.43M | 15 | 2026-05-14 |
| Murphy Pohlad Asset Management LLC | MN | $287.14M | 135 | 2026-07-21 |
| Extract Advisors LLC | CA | $287.09M | 32 | 2026-05-15 |
| GoodHaven Capital Management, LLC | NJ | $287.04M | 26 | 2026-05-12 |
| QTR Family Wealth, LLC | FL | $287.02M | 337 | 2026-07-27 |
| Red Spruce Capital, LLC | PA | $286.78M | 94 | 2026-07-07 |
| Shira Ridge Wealth Management | CA | $286.61M | 83 | 2026-07-09 |
| AVAII WEALTH MANAGEMENT, LLC | WI | $286.56M | 158 | 2026-04-21 |
| AAFMAA Wealth Management & Trust LLC | — | $286.50M | 131 | 2026-07-08 |
| Trueblood Wealth Management, LLC | OH | $286.47M | 261 | 2026-07-27 |
| Mayfair Advisory Group, LLC | AL | $286.41M | 175 | 2026-04-21 |
| Valence8 US LP | MA | $286.10M | 14 | 2026-05-15 |
| Luken Investment Analytics, LLC | TN | $286.06M | 170 | 2026-07-28 |
| PENNEY FINANCIAL, LLC | TX | $286.05M | 53 | 2026-07-22 |
| Argentarii, LLC | OH | $285.97M | 198 | 2026-05-12 |
| 44 WEALTH MANAGEMENT LLC | OR | $285.87M | 183 | 2026-05-15 |
| HS Management Partners, LLC | NY | $285.79M | 24 | 2026-04-27 |
| Owls Nest Partners IA, LLC | PA | $285.71M | 13 | 2026-05-14 |
| BLUESTEM FINANCIAL ADVISORS, LLC | VA | $285.53M | 34 | 2026-07-22 |
| Lewis Asset Management, LLC | CA | $285.46M | 219 | 2026-07-21 |
| West Family Investments, Inc. | — | $285.25M | 259 | 2026-05-07 |
| Legal Advantage Investments, Inc. | — | $285.14M | 77 | 2026-07-15 |
| Vantage Point Financial LLC | IL | $285.07M | 176 | 2026-05-04 |
| Midwest Financial Group LLC | MN | $285.05M | 136 | 2026-07-21 |
| Westshore Wealth, LLC | CA | $285.02M | 102 | 2026-05-27 |
| Choice Wealth Advisors LLC | ME | $284.96M | 35 | 2026-07-09 |
| MBE Wealth Management, LLC | WI | $284.45M | 170 | 2026-07-24 |
| Future Fund LLC | IL | $284.36M | 127 | 2026-05-06 |
| Advantage Trust Co | NY | $284.26M | 197 | 2026-07-17 |
| Vivid Wealth Management, LLC | IA | $284.18M | 73 | 2026-07-28 |
| Axiom Financial Strategies, LLC | IN | $284.09M | 32 | 2026-04-21 |
| MMA ASSET MANAGEMENT LLC | PA | $284.08M | 179 | 2026-04-08 |
| FULLCIRCLE WEALTH LLC | TX | $283.92M | 262 | 2025-11-05 |
| CUMBERLAND ADVISORS INC | FL | $283.82M | 49 | 2026-07-21 |
| WEALTHSPAN PARTNERS, LLC | IA | $283.79M | 123 | 2026-04-08 |
| William Mack & Associates, Inc. | MI | $283.72M | 108 | 2026-07-10 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | AL | $283.64M | 96 | 2026-07-30 |
| Sellwood Investment Partners LLC | OR | $283.55M | 59 | 2026-07-28 |
| Bank OZK | — | $283.47M | 263 | 2026-05-13 |
| Lodestone Wealth Management LLC | WA | $283.25M | 835 | 2026-07-24 |
| Davis Investment Partners, LLC | CA | $283.09M | 167 | 2026-04-20 |
| Urban Financial Advisory Corp | CA | $282.87M | 57 | 2026-05-08 |
| Seneca House Advisors | — | $282.85M | 103 | 2026-07-31 |
| THOMAS STORY & SON LLC | IN | $282.83M | 53 | 2026-07-23 |
| TAGStone Capital, Inc. | NC | $282.82M | 137 | 2026-05-11 |
| O'Connor Financial Group LLC | IL | $282.73M | 69 | 2026-07-17 |
| HILLMAN CO | MD | $282.60M | 14 | 2026-07-27 |
| Delaney Dennis R | — | $282.44M | 243 | 2026-05-14 |
| BKM Wealth Management, LLC | WI | $282.36M | 148 | 2026-07-29 |
| WEALTH EFFECTS LLC | MA | $282.19M | 237 | 2026-04-21 |
| Selby Wealth Management, LLC | CA | $282.10M | 83 | 2026-07-09 |