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
5001–5250 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 |
|---|---|---|---|---|
| WIN ADVISORS, INC | FL | $280.52M | 75 | 2026-08-04 |
| MARIPAU WEALTH MANAGEMENT LLC | IN | $280.45M | 177 | 2026-08-11 |
| Fluent Financial, LLC | TX | $280.18M | 57 | 2026-07-09 |
| TradeWell Securities, LLC. | IN | $280.13M | 52 | 2026-07-28 |
| Employees' Retirement Fund of the City of Fort Worth | — | $280.12M | 21 | 2026-08-07 |
| Sagil Capital LLP | — | $280.04M | 25 | 2026-08-13 |
| Silver Lake Advisory, LLC | — | $279.86M | 109 | 2026-07-27 |
| BAYSHORE ASSET MANAGEMENT, LLC | FL | $279.80M | 52 | 2026-07-23 |
| Mechanics Financial Corp | — | $279.55M | 296 | 2026-08-05 |
| Hillcrest Wealth Advisors - NY, LLC | NJ | $279.43M | 56 | 2026-07-21 |
| INVENIO WEALTH PARTNERS LLC | FL | $279.22M | 89 | 2026-07-30 |
| REDW Wealth LLC | NM | $279.09M | 104 | 2026-07-31 |
| Roubaix Capital, LLC | CO | $278.90M | 50 | 2026-08-10 |
| Madden Advisory Services, Inc. | FL | $278.88M | 110 | 2026-08-04 |
| YANKCOM Partnership | — | $278.79M | 544 | 2026-07-21 |
| CAMPBELL CAPITAL MANAGEMENT INC | OR | $278.76M | 37 | 2026-07-21 |
| Ruggaard & Associates LLC | OH | $278.69M | 147 | 2026-08-17 |
| Altman Advisors, Inc. | IL | $278.66M | 93 | 2026-08-11 |
| Cresta Advisors, Ltd. | TX | $278.59M | 54 | 2026-07-22 |
| OPTIMIZE FINANCIAL INC. | CA | $278.37M | 294 | 2026-08-27 |
| YARGER WEALTH STRATEGIES, LLC | OH | $278.36M | 136 | 2026-07-14 |
| Quantum Portfolio Management LLC | NY | $278.28M | 557 | 2026-08-14 |
| SHAKER INVESTMENTS LLC/OH | OH | $278.25M | 87 | 2026-07-15 |
| Graney & King, LLC | NY | $278.24M | 383 | 2026-08-07 |
| Quad-Cities Investment Group, LLC | IA | $278.23M | 209 | 2026-07-07 |
| Equity Wealth Partners, LLC | MO | $278.23M | 109 | 2026-07-28 |
| FEARNLEY ASSET MANAGEMENT AS | — | $278.13M | 16 | 2026-08-14 |
| SFG Wealth Management, LLC. | MD | $278.06M | 113 | 2026-07-22 |
| Union Square Park Capital Management, LLC | NY | $277.95M | 60 | 2026-08-14 |
| Retirement Planning Co of New England, Inc. | RI | $277.90M | 260 | 2026-07-30 |
| HANOVER ADVISORS INC | SC | $277.63M | 122 | 2026-08-12 |
| Cordant, Inc. | OR | $277.63M | 353 | 2026-07-15 |
| Integrated Capital Management, LLC | MI | $277.57M | 58 | 2026-07-31 |
| Onyx Financial Advisors, LLC | ID | $277.54M | 18 | 2026-07-17 |
| Prime Buchholz LLC | NH | $277.41M | 40 | 2026-08-13 |
| Buska Wealth Management, LLC | WI | $277.30M | 81 | 2026-07-10 |
| Hubbell Strickland Wealth Management, LLC | LA | $277.13M | 87 | 2026-07-29 |
| Values Added Financial LLC | — | $276.88M | 147 | 2026-07-27 |
| GABLES CAPITAL MANAGEMENT INC. | FL | $276.87M | 508 | 2026-08-10 |
| Altus Wealth Group LLC | CO | $276.84M | 155 | 2026-07-17 |
| Exane Asset Management | — | $276.68M | 28 | 2026-07-17 |
| Mid-American Wealth Advisory Group, Inc. | MO | $276.59M | 66 | 2026-07-16 |
| Tumwater Wealth Management, LLC | ID | $276.52M | 33 | 2026-07-20 |
| WD RUTHERFORD LLC | OR | $276.25M | 75 | 2026-07-20 |
| Bigelow Investment Advisors, LLC | ME | $276.23M | 157 | 2026-07-30 |
| Dean Capital Management | KS | $276.15M | 113 | 2026-08-14 |
| Creekside Partners | CA | $276.13M | 193 | 2026-07-31 |
| Kilter Group LLC | — | $276.12M | 1580 | 2026-08-11 |
| WealthCollab, LLC | WA | $276.07M | 1060 | 2026-08-10 |
| TIEMANN INVESTMENT ADVISORS, LLC | CA | $276.05M | 207 | 2026-08-07 |
| Mine & Arao Wealth Creation & Management, LLC. | CA | $275.90M | 78 | 2026-07-23 |
| MRA Advisory Group | FL | $275.85M | 159 | 2026-07-08 |
| Islander Capital Partners, L.P. | CA | $275.71M | 13 | 2026-08-14 |
| Wealth Analytics Partners, LLC | CA | $275.69M | 50 | 2026-07-16 |
| Greykasell Wealth Strategies, Inc. | CA | $275.47M | 483 | 2026-08-11 |
| DOPKINS WEALTH MANAGEMENT, LLC | NY | $275.19M | 90 | 2026-07-14 |
| Valued Wealth Advisors LLC | UT | $275.19M | 913 | 2026-07-21 |
| Unique Wealth Strategies, LLC | — | $275.11M | 223 | 2026-07-15 |
| SPRENG CAPITAL MANAGEMENT, INC. | OH | $274.95M | 77 | 2026-07-15 |
| American Capital Advisory, LLC | NY | $274.79M | 1164 | 2026-07-28 |
| Wills Financial Group LLC | VA | $274.75M | 82 | 2026-08-14 |
| Westfuller Advisors, LLC | NY | $274.71M | 770 | 2026-07-29 |
| Kerusso Capital Management LLC | NC | $274.43M | 58 | 2026-07-31 |
| Boulder Wealth Advisors, LLC | CO | $274.29M | 35 | 2026-08-07 |
| JBR Co Financial Management Inc | OK | $274.09M | 133 | 2026-07-09 |
| Lowe Wealth Advisors, LLC | MD | $273.96M | 395 | 2025-10-16 |
| Chris Bulman Inc | CA | $273.83M | 165 | 2026-07-22 |
| Meramec Financial Planners, LLC | MO | $273.71M | 581 | 2026-07-29 |
| Kinloch Capital, LLC | VA | $273.66M | 79 | 2026-08-14 |
| Parker Financial LLC | — | $273.46M | 37 | 2026-08-03 |
| FSA Wealth Management LLC | MD | $273.45M | 581 | 2025-11-17 |
| Sightline Wealth Advisors, LLC | CT | $273.35M | 93 | 2026-07-22 |
| LGL PARTNERS, LLC | PA | $273.33M | 62 | 2026-07-27 |
| Platform Wealth Management, LLC | UT | $273.30M | 57 | 2026-08-11 |
| Mendel Money Management | IL | $273.12M | 127 | 2026-07-30 |
| Rubicon Global Capital Ltd | FL | $272.86M | 12 | 2026-07-27 |
| SB Capital Management Inc | CA | $272.84M | 93 | 2026-02-20 |
| Peirce Capital Management, LLC | TX | $272.74M | 45 | 2026-07-10 |
| TL Private Wealth | TX | $272.69M | 54 | 2026-07-08 |
| Lunt Capital Management, Inc. | UT | $272.64M | 90 | 2026-07-30 |
| LETSON INVESTMENT MANAGEMENT, INC. | — | $272.54M | 104 | 2026-08-06 |
| Alden Global Capital LLC | PA | $272.53M | 19 | 2026-08-14 |
| RBA Wealth Management, LLC | CA | $272.50M | 80 | 2026-07-23 |
| Burford Brothers, Inc. | TX | $272.49M | 182 | 2026-07-28 |
| Lakeridge Wealth Management LLC | OH | $272.48M | 188 | 2026-07-14 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | OK | $272.21M | 149 | 2026-07-13 |
| FORONJY FINANCIAL LLC | CA | $272.16M | 108 | 2026-07-23 |
| Martin Capital Partners, LLC | TN | $271.96M | 72 | 2026-07-07 |
| FMB WEALTH MANAGEMENT | CA | $271.84M | 99 | 2026-07-28 |
| Emprise Bank | — | $271.49M | 109 | 2026-07-07 |
| MB, LEVIS & ASSOCIATES, LLC | PA | $271.36M | 254 | 2026-07-22 |
| Long Road Investment Counsel, LLC | MI | $271.33M | 80 | 2026-08-14 |
| Bernard Wealth Management Corp. | MI | $271.26M | 325 | 2026-08-21 |
| Agate Pass Investment Management, LLC | WA | $271.22M | 109 | 2026-07-08 |
| Eurizon SLJ Capital Ltd | — | $271.17M | 172 | 2026-08-03 |
| AAF Wealth Management, LLC | MA | $271.13M | 65 | 2026-07-17 |
| Orin Green Financial, LLC | CA | $271.05M | 83 | 2026-07-13 |
| M1 Capital Management LLC | MI | $270.78M | 113 | 2026-08-12 |
| Avalon Advisory Group | TX | $270.77M | 14 | 2026-07-29 |
| Guerra Advisors Inc | FL | $270.67M | 931 | 2025-11-04 |
| Integrity Wealth Solutions LLC | CO | $270.63M | 129 | 2026-07-30 |
| KALEIDOSCOPE CAPITAL LP | MA | $270.59M | 16 | 2026-08-11 |
| Burk Holdings LLC | OK | $270.51M | 648 | 2026-08-13 |
| HOWARD WEALTH MANAGEMENT, LLC | — | $270.45M | 156 | 2026-07-21 |
| Evergreen Private Wealth LLC | CO | $270.42M | 89 | 2026-07-23 |
| Cascades Capital Asset Management, LLC | NC | $270.37M | 168 | 2026-08-14 |
| GREENBERG FINANCIAL GROUP | AZ | $270.24M | 126 | 2026-07-15 |
| Citrine Capital LLC | CA | $270.17M | 60 | 2026-07-23 |
| Kirkwood Financial Services | — | $270.12M | 34 | 2026-09-18 |
| ENTREWEALTH, LLC | — | $269.93M | 140 | 2026-08-14 |
| PACES FERRY WEALTH ADVISORS, LLC | GA | $269.90M | 144 | 2026-08-13 |
| NavPoint Financial, Inc. | MN | $269.90M | 74 | 2026-07-23 |
| Verisail Partners, LLC | GA | $269.76M | 26 | 2026-07-14 |
| Kathleen S. Wright Associates Inc. | PA | $269.65M | 256 | 2025-10-10 |
| Titan Wealth (CI) Ltd | — | $269.30M | 51 | 2026-08-12 |
| Rosalind Advisors, Inc. | — | $269.20M | 35 | 2026-08-14 |
| Game Plan Financial Advisors, LLC | OH | $269.17M | 465 | 2026-08-07 |
| PLUSTICK MANAGEMENT LLC | VA | $269.00M | 31 | 2026-08-14 |
| Zeno Equity Partners LLP | — | $268.99M | 16 | 2026-08-14 |
| 5T Wealth, LLC | CA | $268.53M | 134 | 2026-07-21 |
| V2 Financial group LLC | — | $268.45M | 123 | 2026-08-11 |
| Cordgrass Capital Advisors, LLC | — | $268.45M | 225 | 2026-08-06 |
| Carnegie Lake Advisors LLC | NJ | $268.21M | 168 | 2026-07-24 |
| MAD RIVER INVESTORS | — | $268.11M | 30 | 2026-08-03 |
| MONEYWISE, INC. | VA | $268.06M | 86 | 2026-07-21 |
| Aspect Partners, LLC | — | $268.05M | 905 | 2026-07-16 |
| ANB BANK | — | $268.05M | 201 | 2026-08-12 |
| Everest Private Wealth | FL | $268.03M | 85 | 2026-08-07 |
| New England Professional Planning Group Inc. | RI | $267.93M | 50 | 2026-07-29 |
| SMITH SHELLNUT WILSON LLC /ADV | MS | $267.88M | 161 | 2026-08-03 |
| Compass Financial Services Inc | FL | $267.54M | 57 | 2026-07-24 |
| TCFG WEALTH MANAGEMENT, LLC | — | $267.47M | 274 | 2026-04-24 |
| HMS Capital Management, LLC | TN | $267.36M | 120 | 2026-07-21 |
| Johnson & White Wealth Management, LLC | PA | $267.34M | 117 | 2026-07-16 |
| Financial Guidance Group, Inc. | KY | $267.28M | 91 | 2026-07-22 |
| Financial Planning Navigators CORP | MN | $267.19M | 70 | 2026-07-28 |
| Ridgewood Investments LLC | NJ | $267.18M | 208 | 2026-08-03 |
| Element Wealth, LLC | MS | $267.06M | 214 | 2026-08-14 |
| FF Advisors,LLC | CA | $267.03M | 123 | 2026-07-29 |
| Dupree Financial Group, LLC | KY | $266.87M | 121 | 2026-07-23 |
| Beta Wealth Group, Inc. | CA | $266.61M | 120 | 2026-07-24 |
| Family Office Research LLC | MD | $266.59M | 85 | 2026-07-27 |
| HOWARD BAILEY SECURITIES, LLC | IN | $266.58M | 121 | 2026-08-10 |
| SSA SWISS ADVISORS AG | — | $266.49M | 107 | 2026-08-05 |
| Forager Capital Management, LLC | AL | $265.94M | 10 | 2026-08-14 |
| RETIREMENT GUYS FORMULA LLC | OH | $265.69M | 158 | 2026-07-30 |
| IMPACTfolio, LLC | CO | $265.52M | 37 | 2026-07-22 |
| Ballentine Capital Advisors, Inc | MA | $265.38M | 26 | 2026-07-23 |
| WMG Financial Advisors, LLC | TN | $265.38M | 187 | 2026-07-23 |
| CALDWELL SUTTER CAPITAL, INC. | CA | $265.24M | 930 | 2026-08-05 |
| Strategic Financial Partners, Ltd. | MA | $265.12M | 88 | 2026-08-03 |
| Hippocratic Financial Advisors, LLC | CA | $265.05M | 39 | 2026-08-03 |
| Pachira Investments Inc. | CA | $265.02M | 78 | 2026-07-17 |
| Mount Capital Ltd | — | $264.98M | 17 | 2026-08-13 |
| MYECFO, LLC | — | $264.96M | 73 | 2026-08-10 |
| GHE, LLC | TN | $264.92M | 57 | 2026-07-30 |
| RAELIPSKIE PARTNERSHIP | — | $264.84M | 124 | 2026-08-04 |
| Keystone Global Partners, LLC | KY | $264.55M | 57 | 2026-07-16 |
| St. Johns Investment Management Company, LLC | FL | $264.42M | 201 | 2026-08-04 |
| KEYVANTAGE WEALTH, LLC | PA | $264.36M | 97 | 2026-08-11 |
| Verity Asset Management, Inc. | SC | $264.35M | 223 | 2026-08-13 |
| Boyd Wealth Management, LLC | CA | $264.18M | 47 | 2026-07-17 |
| Corecam Pte. Ltd. | — | $264.09M | 82 | 2026-07-14 |
| Aragon Global Management, LP | FL | $263.86M | 23 | 2026-08-14 |
| Alpha Zero LLC | FL | $263.80M | 107 | 2026-07-20 |
| BlueChip Wealth Advisors LLC | GA | $263.78M | 172 | 2026-07-30 |
| Physician Wealth Solutions Inc. | — | $263.75M | 45 | 2026-07-13 |
| Navis Wealth Advisors, LLC | NY | $263.74M | 175 | 2026-08-14 |
| GGM Financial LLC | OH | $263.72M | 265 | 2026-07-23 |
| Wela Strategies, Inc. | GA | $263.71M | 55 | 2025-10-24 |
| Greenfield Savings Bank | — | $263.65M | 148 | 2026-07-07 |
| GatePass Capital, LLC | OH | $263.49M | 189 | 2026-07-30 |
| VARCOV Co. | CT | $263.38M | 352 | 2026-08-14 |
| Signature Wealth Management Group | NJ | $263.37M | 128 | 2026-04-01 |
| Investmark Advisory Group LLC | CT | $263.34M | 148 | 2026-08-07 |
| Heritage Wealth Management, Inc. /CA/ | VA | $263.24M | 115 | 2026-07-22 |
| Alternative Investment Advisors, LLC. | NY | $263.05M | 78 | 2026-08-31 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | MA | $263.02M | 47 | 2026-07-30 |
| Haven Private, LLC | FL | $263.02M | 171 | 2026-07-29 |
| 5th Street Advisors, LLC | CT | $262.90M | 77 | 2026-08-05 |
| Purkiss Capital Advisors LLC | — | $262.66M | 189 | 2026-07-30 |
| Financial Futures Ltd Liability Co. | NJ | $262.61M | 80 | 2026-07-27 |
| Melone Private Wealth, LLC | MI | $262.55M | 58 | 2026-07-09 |
| Massachusetts Wealth Management | MA | $262.50M | 98 | 2026-08-03 |
| Fortitude Advisory Group L.L.C. | WA | $261.75M | 238 | 2026-07-22 |
| MOKAN Wealth Management Inc. | KS | $261.74M | 95 | 2026-07-28 |
| EAGLE WEALTH STRATEGIES LLC | NJ | $261.73M | 118 | 2026-07-09 |
| Werlinich Asset Management, LLC | — | $261.67M | 58 | 2026-07-09 |
| Twin Lakes Capital Management, LLC | CA | $261.53M | 210 | 2026-08-18 |
| ALKEME WEALTH, LLC | AZ | $261.42M | 101 | 2026-07-16 |
| Silverberg Bernstein Capital Management LLC | NY | $261.09M | 70 | 2026-07-07 |
| Fairtree Asset Management (Pty) Ltd | — | $260.90M | 96 | 2026-08-11 |
| NYL Investors LLC | NY | $260.83M | 29 | 2026-08-12 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | FL | $260.82M | 184 | 2026-07-09 |
| HORIZON FINANCIAL SERVICES, LLC | NY | $260.77M | 646 | 2026-07-20 |
| Bravera Wealth | — | $260.77M | 352 | 2026-07-23 |
| VIRTUS ADVISERS, LLC | CT | $260.77M | 684 | 2026-08-11 |
| Revere Asset Management, Inc | TX | $260.58M | 37 | 2026-09-14 |
| Robbins Farley | NH | $260.44M | 157 | 2026-07-23 |
| Marnell Management LLC | MI | $260.35M | 69 | 2026-08-13 |
| 4D Advisors, LLC | CA | $260.32M | 37 | 2026-08-14 |
| WEIK CAPITAL MANAGEMENT | PA | $260.29M | 93 | 2026-08-12 |
| QUARRY HILL ADVISORS, LLC | MN | $260.22M | 53 | 2026-07-28 |
| PATRON PARTNERS, LLC | TX | $260.11M | 193 | 2026-08-11 |
| Family CFO Inc | — | $259.87M | 47 | 2026-07-20 |
| InvesTrust | — | $259.83M | 95 | 2026-07-14 |
| Altus Wealth Management, LLC | CO | $259.79M | 26 | 2026-07-21 |
| Heritage Wealth Management, Inc./Texas | VA | $259.75M | 44 | 2026-08-10 |
| Porter White Investment Advisors, Inc. | AL | $259.74M | 40 | 2026-07-16 |
| Palmer Knight Co | FL | $259.73M | 36 | 2026-08-10 |
| Clarus Wealth Advisors | AZ | $259.51M | 86 | 2026-07-10 |
| WJ Interests, LLC | TX | $259.36M | 22 | 2026-07-30 |
| Diesslin Group, Inc. | TX | $259.23M | 59 | 2026-07-02 |
| Optimist Retirement Group LLC | WA | $259.16M | 118 | 2026-08-10 |
| Cherokee Insurance Co | — | $259.13M | 124 | 2026-08-03 |
| Elevation Capital Advisory, LLC | OR | $259.01M | 63 | 2026-07-27 |
| Private Wealth Group, LLC | NE | $258.94M | 76 | 2026-07-08 |
| Heritage Family Offices, LLP | AZ | $258.94M | 233 | 2026-07-29 |
| Endowment Wealth Management, Inc. | WI | $258.59M | 189 | 2026-08-06 |
| Cottage Street Advisors LLC | MA | $258.57M | 149 | 2026-07-21 |
| INSIGHT 2811, INC. | IL | $258.54M | 122 | 2026-08-11 |
| Pacific Excel Wealth Advisors, Inc. | CA | $258.42M | 228 | 2026-07-06 |
| Resolute Wealth Strategies, LLC | MS | $258.13M | 132 | 2026-08-12 |
| Mach-1 Financial Group, LLC | AR | $258.10M | 131 | 2026-07-29 |
| Beach Point Capital Management LP | CA | $258.08M | 14 | 2026-07-22 |
| Darrow Company, Inc. | MA | $258.07M | 58 | 2026-07-29 |
| Lloyd Advisory Services, LLC. | GA | $258.03M | 628 | 2026-08-07 |
| Family Capital Management, Inc. | MI | $257.99M | 115 | 2026-07-31 |
| Robertson Opportunity Capital, LLC | TX | $257.70M | 29 | 2026-08-13 |
| Inherent Management Corp. | NY | $257.62M | 11 | 2026-08-14 |
| Ergawealth Advisors, Inc. | IL | $257.51M | 54 | 2026-08-07 |
| Prospect Hill Management, LLC | — | $257.49M | 14 | 2026-08-06 |
| Beaumont Asset Management, L.L.C. | MA | $257.43M | 79 | 2026-07-22 |
| Transcendent Capital Group LLC | OK | $257.13M | 128 | 2026-08-05 |
| UNTITLED INVESTMENTS LP | NY | $256.98M | 18 | 2026-08-14 |
| New England Research & Management, Inc. | IL | $256.95M | 134 | 2026-07-09 |
| Guardian Financial Partners, LLC | CA | $256.94M | 69 | 2026-07-15 |
| HMV Wealth Advisors, LLC | LA | $256.87M | 89 | 2026-07-13 |
| Leslie Global Wealth, LLC | IL | $256.80M | 85 | 2026-07-21 |
| 626 Financial, LLC | MI | $256.75M | 127 | 2026-07-27 |
| Miller Capital Partners, Inc. | IL | $256.74M | 258 | 2026-08-12 |
| Birchcreek Wealth Management, LLC | OH | $256.68M | 134 | 2026-08-06 |
| CNB Bank | — | $256.55M | 641 | 2026-08-06 |
| NBZ Investment Advisors LLC | TN | $256.49M | 86 | 2026-08-13 |
| IVC Wealth Advisors LLC | PA | $256.39M | 177 | 2026-07-14 |
| DAVIDSON TRUST CO | MT | $256.33M | 275 | 2026-07-29 |
| Kiker Wealth Management, LLC | GA | $256.28M | 161 | 2026-07-30 |
| My Personal CFO, LLC | WA | $256.18M | 91 | 2026-07-22 |
| Sage Capital Management, LLC | PA | $256.17M | 167 | 2026-07-20 |
| BYRNE FINANCIAL FREEDOM, LLC | MA | $256.12M | 119 | 2026-07-30 |