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.
13F filers
9,263
with holdings on file
Reported 13F assets
$90.3T
long US equities, latest quarter
Most widely held
AMZN
19 of 33 notable investors
Biggest consensus buy
IVV
$11.58B · 3 buyers
Largest filers
113
with $100B+ in 13F assets
Most widely held by notable investors
How many of the tracked hedge funds, activists and family offices hold each stock.
Notable investors: net bought
last quarterChange in shares × quarter-end price, summed across tracked investors.
Notable investors: net sold
last quarterSame measure, largest net reductions and exits.
Filers and assets by size
Number of 13F filers (bars) and their share of total reported assets (line). A handful of trillion-dollar index managers hold nearly half of all reported assets.
Where the money is managed
top 15 statesReported 13F assets by the filer's registered state.
Notable investors
Hedge funds, activists and family offices with combined profiles. Quarter change is in reported 13F value, including market moves.
CitadelHedge fund
Ken Griffin
$875.01B +41.5% q/qTop: IVV, AMZN, NVDA
Berkshire HathawayHolding company
Warren Buffett, Greg Abel
$299.25B +13.7% q/qTop: AAPL, AXP, KO
Millennium ManagementHedge fund
Izzy Englander
$276.29B +15.0% q/qTop: IVV, SPY, SPCX
Point72Hedge fund
Steve Cohen
$90.68B +16.2% q/qTop: CRDO, ASML, AMZN
Renaissance TechnologiesHedge fund
Jim Simons
$72.62B +13.6% q/qTop: NVDA, META, INTC
Rockefeller Capital ManagementFamily office
Rockefeller family
$65.22B +15.7% q/qTop: SPY, AAPL, NVDA
Coatue ManagementHedge fund
Philippe Laffont
$48.63B +67.4% q/qTop: TSM, LRCX, MU
Viking GlobalHedge fund
Andreas Halvorsen
$35.08B -1.9% q/qTop: V, TSM, APD
Pershing SquareActivist
Bill Ackman
$33.18B +106.1% q/qTop: UBER, BN, MSFT
Bridgewater AssociatesHedge fund
Ray Dalio
$24.38B +8.8% q/qTop: SPY, IVV, NVDA
Tiger GlobalHedge fund
Chase Coleman
$23.98B +5.0% q/qTop: TSM, AMZN, NVDA
Elliott Investment ManagementActivist
Paul Singer
$22.67B +12.7% q/qTop: TFPM, PSX, SU
Lone Pine CapitalHedge fund
Stephen Mandel
$16.36B +30.4% q/qTop: NBIS, ASML, STX
FundsmithAsset manager
Terry Smith
$13.65B +6.4% q/qTop: MAR, SYK, WAT
Markel GroupHolding company
Tom Gayner
$12.84B -2.2% q/qTop: GOOG, BRK.A, BRK.B
Icahn Capital / Icahn EnterprisesFamily office
Carl Icahn, Brett Icahn
$8.26B -3.4% q/qTop: IEP, CVI, UAN
Soros Fund ManagementFamily office
George Soros, Robert Soros, Jonathan Soros
$8.14B -10.7% q/qTop: AMZN, TSM, GPN
AppaloosaHedge fund
David Tepper
$7.73B +30.2% q/qTop: AMZN, MU, TSM
Oaktree CapitalAsset manager
Howard Marks
$7.21B +9.9% q/qTop: TRMD, EXE, GTX
ValueAct CapitalActivist
Jeff Ubben, Mason Morfit
$5.63B -1.4% q/qTop: V, AMZN, RKT
Glenview CapitalHedge fund
Larry Robbins
$5.49B +37.9% q/qTop: GPN, CVS, THC
Baupost GroupHedge fund
Seth Klarman
$5.42B +5.9% q/qTop: AMZN, ELV, QSR
Duquesne Family OfficeFamily office
Stanley Druckenmiller
$5.21B +54.3% q/qTop: NTRA, TSM, STM
Akre Capital ManagementAsset manager
Chuck Akre
$5.12B -16.5% q/qTop: MA, MCO, BN
Third PointActivist
Dan Loeb
$4.68B +124.7% q/qTop: WBD, AMZN, GOOGL
Starboard ValueActivist
Jeff Smith
$4.52B -1.1% q/qTop: IJH, QRVO, KVUE
Trian Fund ManagementActivist
Nelson Peltz
$4.23B +9.6% q/qTop: GE, JHG, SOLV
Himalaya CapitalHedge fund
Li Lu
$3.70B +15.7% q/qTop: GOOGL, GOOG, PDD
ICONIQ CapitalFamily office
$3.47B -22.2% q/qTop: TTAN, NTSK, PCOR
Paulson & Co.Family office
John Paulson
$2.58B -17.2% q/qTop: MDGL, PPTA, AAMI
Scion Asset ManagementHedge fund
Michael Burry
$1.38B +138.8% q/qTop: MOH, LULU, SLM
Dalal Street (Pabrai)Hedge fund
Mohnish Pabrai
$326.7M -22.7% q/qTop: HCC, RIG, AMR
MSD Partners / MSD CapitalFamily office
Michael Dell
$76.8M -6.8% q/qTop: ODD, RNW, XPOF
Who owns the same things?
Portfolio overlap between the largest notable investors — the sum, over stocks both hold, of the smaller portfolio weight. Click a cell to compare.
| Berkshire Hathaway | Citadel | Millennium | Renaissance Techno | Point72 | Rockefeller Capita | Coatue | Cascade | Pershing Square | Viking Global | Bridgewater | Tiger Global | Lone Pine | Elliott Investment | Fundsmith | Markel | Icahn Capital | Soros Fund | Appaloosa | MSD Partners | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | 4 | 2 | 5 | 2 | 9 | 4 | <1 | <1 | 4 | 9 | <1 | 5 | 12 | 6 | 3 | |||||
| Citadel | 4 | 56 | 34 | 40 | 36 | 11 | <1 | 4 | 9 | 39 | 10 | 4 | 1 | 5 | 15 | <1 | 18 | 7 | <1 | |
| Millennium | 2 | 56 | 33 | 36 | 30 | 9 | <1 | 3 | 9 | 36 | 8 | 2 | <1 | 5 | 10 | 1 | 17 | 6 | <1 | |
| Renaissance Techno | 5 | 34 | 33 | 25 | 23 | 12 | 3 | 7 | 24 | 11 | 4 | <1 | 6 | 10 | <1 | 13 | 7 | <1 | ||
| Point72 | 2 | 40 | 36 | 25 | 21 | 9 | <1 | 3 | 12 | 25 | 12 | 7 | 2 | 6 | 10 | <1 | 14 | 8 | ||
| Rockefeller Capita | 9 | 36 | 30 | 23 | 21 | 17 | <1 | 7 | 11 | 32 | 17 | 3 | <1 | 10 | 21 | <1 | 19 | 12 | <1 | |
| Coatue | 4 | 11 | 9 | 12 | 9 | 17 | 12 | 14 | 16 | 52 | 13 | 1 | 18 | 10 | 16 | 33 | ||||
| Cascade | <1 | <1 | <1 | <1 | <1 | |||||||||||||||
| Pershing Square | <1 | 4 | 3 | 3 | 3 | 7 | 12 | 10 | 4 | 21 | <1 | 22 | 16 | 6 | 25 | |||||
| Viking Global | <1 | 9 | 9 | 7 | 12 | 11 | 14 | 10 | 7 | 16 | 6 | <1 | 16 | 15 | 12 | 13 | ||||
| Bridgewater | 4 | 39 | 36 | 24 | 25 | 32 | 16 | 4 | 7 | 17 | 4 | <1 | 5 | 10 | <1 | 15 | 12 | |||
| Tiger Global | 9 | 10 | 8 | 11 | 12 | 17 | 52 | 21 | 16 | 17 | 8 | 21 | 12 | 16 | 33 | |||||
| Lone Pine | <1 | 4 | 2 | 4 | 7 | 3 | 13 | <1 | 6 | 4 | 8 | 4 | 5 | 5 | 2 | |||||
| Elliott Investment | 1 | <1 | <1 | 2 | <1 | 1 | <1 | <1 | <1 | <1 | ||||||||||
| Fundsmith | 5 | 5 | 5 | 6 | 6 | 10 | 18 | 22 | 16 | 5 | 21 | 4 | 11 | 8 | 13 | |||||
| Markel | 12 | 15 | 10 | 10 | 10 | 21 | 10 | <1 | 16 | 15 | 10 | 12 | 5 | <1 | 11 | 13 | 13 | |||
| Icahn Capital | <1 | 1 | <1 | <1 | <1 | <1 | 1 | |||||||||||||
| Soros Fund | 6 | 18 | 17 | 13 | 14 | 19 | 16 | 6 | 12 | 15 | 16 | 5 | <1 | 8 | 13 | 1 | 12 | |||
| Appaloosa | 3 | 7 | 6 | 7 | 8 | 12 | 33 | 25 | 13 | 12 | 33 | 2 | 13 | 13 | 12 | |||||
| MSD Partners | <1 | <1 | <1 | <1 |
Darker = more overlap (scale tops out at 40%). Most alike: Citadel and Millennium Management (56.3%). Multi-strategy funds with thousands of small positions overlap a little with everyone; concentrated investors overlap little with anyone.
Latest filings and the full leaderboard
Every 13F filer, searchable by name, size and location.
Latest 13F Filings
Showing 8 filings ingested in the last 24 hours
| Filer | Period | Filed | Holdings | AUM | Ingested |
|---|---|---|---|---|---|
| P.A.W. CAPITAL CORP | 2026-06-30 | 2026-11-09 | 65 | $298.27M | |
| Arete Wealth Advisors, LLC | 2026-09-30 | 2026-11-09 | 362 | $1.58B | |
| Robinhood Asset Management, LLC | 2026-03-31 | 2026-11-09 | 81 | $1.38B | |
| Compound Planning, Inc. | 2026-09-30 | 2026-11-09 | 2,458 | $3.90B | |
| Darwin Wealth Management, LLC | 2026-06-30 | 2026-11-09 | 777 | $365.26M | |
| HighPoint Advisor Group LLC | 2026-09-30 | 2026-11-09 | 699 | $2.86B | |
| Aikya Investment Management Ltd | 2026-09-30 | 2026-11-09 | 5 | $337.45M | |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2026-03-31 | 2026-11-09 | 219 | $4.98B |
Filter
Results
100
Filers matching your filter
Coverage
9,458 / 9,460
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% |
+240−130↑2340↓948 | 2026-08-13 | 2026-06-30 |
| 4 |
State Street Corp
CIK 93751
|
LONDON, MA, United Kingdom | $3.38T | 4,261 | NVIDIA CORPORATION6.0% APPLE INC5.3% MICROSOFT CORP3.5% |
+144−152↑2751↓892 | 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% |
+250−149↑2005↓512 | 2026-08-13 | 2026-06-30 |
| 7 |
Geode Capital Management, LLC
CIK 1214717
|
BOSTON, MA | $1.92T | 8,379 | NVIDIA CORP6.3% APPLE INC5.7% MICROSOFT CORP4.5% |
+182−249↑1276↓2170 | 2026-11-06 | 2026-09-30 |
| 8 |
Morgan Stanley
CIK 895421
|
NEW YORK, NY | $1.89T | 45,905 | APPLE INC1.5% NVIDIA CORPORATION1.2% NVIDIA CORPORATION1.1% |
+523−408↑4360↓2321 | 2026-08-13 | 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
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 |
Invesco Ltd.
CIK 914208
|
DOWNERS GROVE, IL | $1.26T | 23,395 | NVIDIA CORPORATION4.2% APPLE INC3.6% MICRON TECHNOLOGY INC3.1% |
+249−169↑2006↓1018 | 2026-08-14 | 2026-06-30 |
| 13 |
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 |
| 14 |
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 |
| 15 |
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 |
| 16 |
T. Rowe Price Associates, Inc.
CIK 80255
|
BALTIMORE, MD | $999.12B | 4,722 | NVIDIA CORPORATION6.7% APPLE INC4.0% ALPHABET INC3.3% |
+237−129↑2117↓623 | 2026-08-14 | 2026-06-30 |
| 17 |
Citadel Advisors LLC
CIK 1423053
|
MIAMI, FL | $875.01B | 16,122 | ISHARES TR1.5% NVIDIA CORPORATION0.2% APPLE INC0.2% |
+1690−1345↑2518↓1889 | 2026-09-02 | 2026-06-30 |
| 18 |
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 |
| 19 |
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 |
| 20 |
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 |
| 21 |
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 |
| 22 |
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 |
| 23 |
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 |
| 24 |
Wells Fargo & Company
CIK 72971
|
LONDON, CA, United Kingdom | $617.42B | 18,984 | APPLE INC1.5% ISHARES TR1.3% MICROSOFT CORP1.1% |
+430−349↑4157↓1510 | 2026-08-14 | 2026-06-30 |
| 25 |
Bank of New York Mellon Corp
CIK 1390777
|
NEW YORK, NY | $608.49B | 34,105 | NVIDIA CORP2.5% APPLE INC2.1% MICROSOFT CORP1.8% |
+223−124↑1291↓1954 | 2026-11-05 | 2026-09-30 |
| 26 |
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 |
| 27 |
Dimensional Fund Advisors LP
CIK 354204
|
AUSTIN, TX | $550.81B | 13,804 | NVIDIA CORPORATION3.3% APPLE INC3.1% MICROSOFT CORP2.4% |
+98−95↑1080↓1414 | 2026-11-04 | 2026-09-30 |
| 28 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |
| 29 |
Barclays PLC
CIK 312069
|
NEW YORK, NY | $500.17B | 10,915 | ISHARES TR5.3% TESLA INC3.5% NVIDIA CORPORATION1.9% |
+279−361↑2364↓1466 | 2026-11-06 | 2026-09-30 |
| 30 |
Amundi
CIK 1330387
|
PARIS | $496.12B | 5,639 | NVIDIA CORPORATION4.9% APPLE INC4.6% MICROSOFT CORP3.7% |
+116−95↑884↓825 | 2026-11-06 | 2026-09-30 |
| 31 |
Ameriprise Financial, Inc.
CIK 820027
|
MINNEAPOLIS, MN | $494.69B | 11,508 | NVIDIA CORP2.6% APPLE INC2.1% ALPHABET INC-CL A1.6% |
+237−187↑2223↓1061 | 2026-08-14 | 2026-06-30 |
| 32 |
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 |
| 33 |
IMC-Chicago, LLC
CIK 1452861
|
CHICAGO, IL | $483.41B | 6,844 | STATE STR SPDR S&P 500 ETF T0.2% ISHARES TR0.1% THE ALGER ETF TRUST0.1% |
+525−602↑433↓484 | 2026-11-05 | 2026-09-30 |
| 34 |
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 |
| 35 |
LPL Financial LLC
CIK 1403438
|
FORT MILL, SC | $467.88B | 6,298 | ISHARES TR2.6% APPLE INC1.8% NVIDIA CORPORATION1.7% |
+285−209↑2268↓2185 | 2026-11-06 | 2026-09-30 |
| 36 |
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 |
| 37 |
Vanguard Fiduciary Trust Co
CIK 933478
|
MALVERN, PA | $454.36B | 4,076 | NVIDIA CORPORATION6.1% APPLE INC5.3% MICROSOFT CORP3.5% |
+238−145↑2390↓879 | 2026-08-13 | 2026-06-30 |
| 38 |
Envestnet Asset Management, Inc.
CIK 1407543
|
BERWYN, PA | $424.24B | 4,825 | ISHARES TR7.3% ISHARES TR2.0% BLACKROCK ETF TRUST1.8% |
+300−178↑2865↓996 | 2026-09-23 | 2026-06-30 |
| 39 |
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 |
| 40 |
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 |
| 41 |
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 |
| 42 |
Deutsche Bank AG
CIK 948046
|
NEW YORK, NY | $362.35B | 14,680 | NVIDIA CORPORATION3.3% MICROSOFT CORP2.6% APPLE INC2.4% |
+112−179↑1015↓1965 | 2026-11-06 | 2026-09-30 |
| 43 |
Fisher Asset Management, LLC
CIK 850529
|
PLANO, TX | $348.26B | 1,060 | NVIDIA CORP COM6.1% APPLE INC5.6% ALPHABET INC CLASS A4.0% |
+115−98↑310↓413 | 2026-11-06 | 2026-09-30 |
| 44 |
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 |
| 45 |
Massachusetts Financial Services Co
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 |
| 46 |
Citigroup Inc.
CIK 831001
|
NEW YORK, NY | $308.30B | 12,011 | NVIDIA CORPORATION2.8% APPLE INC1.5% MICROSOFT CORP1.4% |
+630−393↑1539↓2537 | 2026-11-04 | 2026-09-30 |
| 47 |
Bank of Montreal
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 |
| 48 |
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 |
| 49 |
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 |
| 50 |
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 |
| 51 |
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 |
| 52 |
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 |
| 53 |
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 |
| 54 |
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 |
| 55 |
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 |
| 56 |
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 |
| 57 |
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 |
| 58 |
Vanguard Global Advisers, LLC
CIK 1811242
|
MALVERN, PA | $214.60B | 3,638 | VANGUARD INDEX FDS13.2% VANGUARD INDEX FDS6.7% NVIDIA CORPORATION4.9% |
+159−137↑1962↓985 | 2026-08-13 | 2026-06-30 |
| 59 |
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 |
| 60 |
Janus Henderson Group plc
CIK 1274173
|
LONDON | $209.44B | 4,333 | NVIDIA CORPORATION5.9% MICROSOFT CORP3.7% ALPHABET INC2.9% |
+89−88↑925↓995 | 2026-05-18 | 2026-03-31 |
| 61 |
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 |
| 62 |
Principal Financial Group, Inc.
CIK 1126328
|
DES MOINES, IA | $194.86B | 4,637 | NVIDIA CORPORATION4.3% APPLE INC3.5% MICROSOFT CORP3.1% |
+193−113↑666↓1038 | 2026-11-02 | 2026-09-30 |
| 63 |
Mitsubishi UFJ Asset Management Co., Ltd.
CIK 1466546
|
TOKYO | $193.81B | 1,652 | NVIDIA CORPORATION7.4% APPLE INC6.6% MICROSOFT CORP5.6% |
+26−33↑555↓733 | 2026-11-05 | 2026-09-30 |
| 64 |
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 |
| 65 |
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 |
| 66 |
PNC Financial Services Group, Inc.
CIK 713676
|
PITTSBURGH, PA | $190.77B | 17,612 | ELI LILLY & CO30.3% APPLE INC2.1% MICROSOFT CORP1.7% |
+404−258↑1795↓2083 | 2026-11-06 | 2026-09-30 |
| 67 |
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 |
| 68 |
Simplex Trading, LLC
CIK 1488542
|
CHICAGO, IL | $183.82B | 10,469 | NVIDIA CORPORATION0.1% ISHARES TR0.1% ISHARES TR0.1% |
+929−957↑767↓956 | 2026-11-04 | 2026-09-30 |
| 69 |
Canada Pension Plan Investment Board
CIK 1283718
|
TORONTO | $180.78B | 1,694 | NVIDIA CORPORATION5.7% APPLE INC4.2% MICROSOFT CORP3.1% |
+219−205↑834↓485 | 2026-08-14 | 2026-06-30 |
| 70 |
SG Americas Securities, LLC
CIK 1313360
|
NEW YORK, NY | $178.73B | 3,333 | NVIDIA CORPORATION COM7.0% MICRON TECHNOLOGY INC COM5.6% MICROSOFT CORP COM5.0% |
+448−298↑1130↓1184 | 2026-08-07 | 2026-06-30 |
| 71 |
Creative Planning
CIK 1540235
|
OVERLAND PARK, KS | $178.72B | 7,283 | ISHARES TR10.7% VANGUARD BD INDEX FDS5.5% VANGUARD TAX-MANAGED FDS4.5% |
+259−199↑1983↓1194 | 2026-11-02 | 2026-09-30 |
| 72 |
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 |
| 73 |
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 |
| 74 |
Sumitomo Mitsui Trust Group, Inc.
CIK 1475365
|
MINATO-KU, TOKYO, Japan | $174.37B | 1,058 | NVIDIA CORP7.4% APPLE INC6.2% MICROSOFT CORP5.0% |
+53−75↑260↓547 | 2026-10-29 | 2026-09-30 |
| 75 |
Belvedere Trading LLC
CIK 1632341
|
CHICAGO, IL | $170.77B | 1,060 | MICRON TECHNOLOGY INC0.1% SPDR GOLD TR GOLD0.0% AMAZON COM INC0.0% |
+155−168↑65↓85 | 2026-11-05 | 2026-09-30 |
| 76 |
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 |
| 77 |
PRIMECAP Management Co
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 |
| 78 |
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 |
| 79 |
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↑636↓416 | 2026-08-14 | 2026-06-30 |
| 80 |
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 |
| 81 |
T. Rowe Price Investment Management, Inc.
CIK 1897612
|
BALTIMORE, MD | $152.57B | 738 | AMAZON COM INC2.6% MICROSOFT CORP2.6% NVIDIA CORPORATION2.2% |
+169−74↑310↓209 | 2026-08-14 | 2026-06-30 |
| 82 |
Neuberger Berman Group LLC
CIK 1465109
|
NEW YORK, NY | $150.42B | 4,226 | NVIDIA CORP4.0% APPLE INC3.2% AMAZON COM INC3.0% |
+213−87↑1223↓595 | 2026-10-27 | 2026-06-30 |
| 83 |
VANGUARD ASSET MANAGEMENT, Ltd
CIK 1680208
|
MALVERN, PA | $148.03B | 2,447 | NVIDIA CORPORATION6.1% APPLE INC5.5% MICROSOFT CORP3.6% |
+101−49↑1654↓417 | 2026-08-13 | 2026-06-30 |
| 84 |
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 |
| 85 |
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 |
| 86 |
National Bank of Canada
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 |
| 87 |
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 |
| 88 |
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 |
| 89 |
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 |
| 90 |
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 |
| 91 |
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 |
| 92 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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 |
| 93 |
The Manufacturers Life Insurance Company
CIK 928047
|
CANADA, Ontario, Canada | $128.15B | 2,872 | MICROSOFT CORP3.1% NVIDIA CORPORATION3.0% AMAZON COM INC2.8% |
+225−158↑1574↓668 | 2026-09-09 | 2026-06-30 |
| 94 |
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 |
| 95 |
Allianz Asset Management GmbH
CIK 1535323
|
MUNICH, Germany | $123.13B | 3,981 | NVIDIA CORPORATION3.4% SPDR SERIES TRUST3.3% ISHARES TR2.9% |
+176−116↑794↓447 | 2026-09-02 | 2026-06-30 |
| 96 |
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 |
| 97 |
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 |
| 98 |
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 |
| 99 |
Swedbank AB
CIK 946431
|
STOCKHOLM, Sweden | $117.74B | 1,103 | NVIDIA CORPORATION8.3% MICROSOFT CORP6.6% APPLE INC5.8% |
+31−36↑195↓339 | 2026-10-27 | 2026-09-30 |
| 100 |
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 |
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
7251–7500 of 8366
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 |
|---|---|---|---|---|
| VIRTUE ASSET MANAGEMENT LLC | TN | $146.53M | 106 | 2026-10-21 |
| Potomac Capital Management, Inc. | MD | $146.53M | 71 | 2026-08-14 |
| Clear Point Advisors Inc. | NY | $146.50M | 131 | 2026-10-30 |
| Intrinsic Value Partners, LLC | AZ | $146.34M | 73 | 2026-07-14 |
| Collier Financial | CO | $146.31M | 154 | 2026-11-06 |
| LUMINUS MANAGEMENT LLC | TX | $146.28M | 30 | 2026-08-14 |
| ASL Financial, LLC | CA | $146.25M | 98 | 2026-10-15 |
| Clarity Retirement & Wealth, LLC | MA | $146.05M | 37 | 2026-11-04 |
| Seneschal Advisors, LLC | WA | $146.04M | 658 | 2026-08-14 |
| HOERTKORN RICHARD CHARLES | CA | $146.00M | 68 | 2026-11-04 |
| LTG Capital LLC | MA | $145.94M | 25 | 2026-11-04 |
| Woodside Wealth Management LLC | MA | $145.93M | 43 | 2026-10-16 |
| BFI Wealth Solutions, LLC | TX | $145.92M | 84 | 2026-10-16 |
| Simcoe Capital LLC | NY | $145.87M | 36 | 2026-11-05 |
| South Shore Capital Advisors | MA | $145.85M | 157 | 2026-10-20 |
| PSP Research LLC | — | $145.83M | 44 | 2026-10-21 |
| Bridgelight Financial Advisors, Inc. | CT | $145.77M | 46 | 2026-10-20 |
| Post Resch Tallon Group Inc. | NY | $145.66M | 138 | 2026-10-09 |
| Dentgroup LLC | LA | $145.62M | 93 | 2026-01-28 |
| Delta Wealth Advisors LLC | — | $145.59M | 48 | 2026-10-09 |
| Piscataqua Savings Bank | — | $145.53M | 502 | 2026-10-21 |
| Keenan, LLC | CA | $145.53M | 47 | 2026-10-23 |
| Greenhouse Wealth Management, LLC | CT | $145.45M | 55 | 2026-10-20 |
| Blake Schutter Theil Wealth Advisors, LLC | OH | $145.38M | 109 | 2026-11-02 |
| STRATEGIC ADVISORY PARTNERS, LLC | MA | $145.35M | 43 | 2026-11-06 |
| Platt Investment Counsel, LLC | — | $145.30M | 15 | 2026-10-07 |
| Corus Family Wealth Advisors | TX | $145.23M | 82 | 2026-07-30 |
| Tepp RIA, LLC | NJ | $145.09M | 51 | 2026-10-14 |
| Leibman Financial Services, Inc. | NE | $144.98M | 45 | 2026-10-13 |
| SWP Investment Management LLC | CA | $144.78M | 43 | 2026-07-02 |
| Pangea Capital Gestao de Recursos Ltda. | — | $144.78M | 11 | 2026-08-14 |
| Elizabeth Park Capital Advisors, Ltd. | OH | $144.76M | 44 | 2026-08-13 |
| Jacobs Equity LLC | UT | $144.72M | 121 | 2026-08-17 |
| Pinnacle West Asset Management, Inc. | WY | $144.72M | 104 | 2026-08-12 |
| Lesa Sroufe & Co | WA | $144.68M | 68 | 2026-10-29 |
| MILFAM LLC | — | $144.67M | 15 | 2026-10-13 |
| SNOWWATER INVESTMENT PARTNERS, LLC | — | $144.64M | 98 | 2026-08-14 |
| Clifford Group, LLC | MA | $144.61M | 86 | 2026-08-14 |
| Renaissance Capital LLC | KY | $144.60M | 54 | 2026-10-23 |
| Bright Futures Wealth Management, LLC. | NY | $144.59M | 195 | 2026-10-23 |
| Vanguard Capital Wealth Advisors | CO | $144.58M | 128 | 2026-10-16 |
| 4WEALTH ADVISORS, INC. | IL | $144.57M | 144 | 2026-10-13 |
| Ares Financial Consulting, LLC | CA | $144.55M | 1069 | 2026-10-19 |
| LAWOOD & CO | — | $144.55M | 164 | 2026-10-09 |
| New Covenant Trust Company, N.A. | — | $144.48M | 111 | 2026-10-08 |
| DWR WEALTH MANAGEMENT, LLC | CA | $144.34M | 58 | 2026-10-13 |
| Enhancing Capital LLC | PA | $144.21M | 88 | 2026-10-26 |
| Carbahal Olsen Financial Services Group, LLC | CA | $144.19M | 38 | 2026-11-05 |
| Marble Bar Asset Management LLP | — | $144.18M | 42 | 2026-08-14 |
| K2 Financial Inc. | CT | $144.16M | 61 | 2026-10-26 |
| Exane Asset Management | — | $144.13M | 20 | 2026-10-22 |
| Merited Wealth, LLC | FL | $144.10M | 71 | 2026-10-13 |
| Bradyco, Inc. | — | $144.06M | 37 | 2026-11-03 |
| COREPATH WEALTH PARTNERS LLC | AZ | $144.03M | 32 | 2026-10-21 |
| Hedges Asset Management LLC | — | $143.99M | 106 | 2026-10-29 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | FL | $143.96M | 43 | 2026-10-19 |
| Prosperity Advisers, LLC | CA | $143.92M | 46 | 2026-10-28 |
| PLANWISER FINANCIAL, LLC | CO | $143.90M | 50 | 2026-08-07 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | — | $143.82M | 40 | 2026-07-21 |
| Illumine Investment Management, LLC | WA | $143.72M | 107 | 2026-10-22 |
| FULCRUM WEALTH ADVISORS, LLC | WA | $143.68M | 80 | 2026-10-16 |
| SEMITAM BONAM LLC | NY | $143.67M | 47 | 2026-10-27 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | GA | $143.65M | 108 | 2026-11-05 |
| Rubicon Advisors, GP | CA | $143.65M | 89 | 2026-10-23 |
| Madson Wealth Advisors Inc | CA | $143.64M | 93 | 2026-10-13 |
| ACUTA CAPITAL PARTNERS, LLC | CA | $143.49M | 23 | 2026-08-14 |
| OBSIDIAN CIO, LLC | NY | $143.44M | 108 | 2026-11-05 |
| DMC Group, LLC | AL | $143.44M | 122 | 2026-10-26 |
| Bank of Marin | — | $143.43M | 150 | 2026-08-13 |
| LongView Asset Management LLC | — | $143.40M | 51 | 2026-02-09 |
| Hofer & Associates. Inc | CA | $143.36M | 78 | 2026-10-13 |
| RED CRANE WEALTH MANAGEMENT, LLC | CA | $143.36M | 78 | 2026-10-14 |
| SIMA Wealth Partners, LLC | VA | $143.34M | 153 | 2026-10-19 |
| Slocum, Gordon & Co LLP | — | $143.31M | 66 | 2026-10-19 |
| SECTORAL ASSET MANAGEMENT INC | — | $143.30M | 82 | 2026-08-14 |
| SACKS & ASSOCIATES, LLC | NJ | $143.23M | 79 | 2026-10-09 |
| Fundamenta Capital S.A. | — | $143.12M | 12 | 2026-11-03 |
| Maxele Advisors, LLC | MO | $143.10M | 98 | 2026-08-17 |
| Vienna Asset Management LLC | CA | $143.01M | 73 | 2026-08-14 |
| Vested Financial Planning, LLC | — | $143.00M | 30 | 2026-10-28 |
| GRIZZLYROCK CAPITAL, LLC | IL | $142.99M | 20 | 2026-08-14 |
| RMR Capital Management, LLC | MA | $142.93M | 74 | 2026-10-23 |
| MATTERS CAPITAL LLC | FL | $142.92M | 75 | 2026-08-12 |
| Camelot Portfolios, LLC | OH | $142.91M | 215 | 2026-07-17 |
| Cannon Capital Management, Inc. | UT | $142.88M | 31 | 2026-11-03 |
| Midwestern Financial, LLC /IA | IA | $142.83M | 54 | 2026-08-13 |
| STRATEGIC VALUE BANK PARTNERS LLC | OH | $142.82M | 10 | 2026-08-13 |
| White Knight Strategic Wealth Advisors, LLC | NJ | $142.77M | 89 | 2026-08-14 |
| NorthLanding Financial Partners, LLC | NY | $142.69M | 44 | 2026-10-15 |
| Mallini Complete Financial Planning LLC | FL | $142.67M | 72 | 2026-10-06 |
| TWIN CITY PRIVATE WEALTH, LLC | NC | $142.63M | 104 | 2026-08-12 |
| Spectrum Advisors, Inc. | CT | $142.62M | 53 | 2026-11-03 |
| Emmett Investment Management, LP | NY | $142.61M | 28 | 2026-08-14 |
| Sidoxia Capital Management, LLC | CA | $142.49M | 86 | 2026-10-28 |
| AWH Capital, L.P. | TX | $142.48M | 21 | 2026-08-14 |
| Somerset Group LLC | — | $142.47M | 58 | 2026-08-12 |
| Sound Portfolio Advisors, LLC | CT | $142.45M | 48 | 2026-11-05 |
| 1858 WEALTH MANAGEMENT, LLC | OH | $142.43M | 113 | 2025-11-14 |
| marrick wealth, LLC | CA | $142.43M | 62 | 2026-10-20 |
| Gilbert Capital Group, Inc. | — | $142.37M | 60 | 2026-10-28 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | — | $142.35M | 408 | 2026-08-11 |
| TENET WEALTH PARTNERS, LLC | IL | $142.33M | 107 | 2026-10-19 |
| Greg Jennings, LLC | NY | $142.30M | 49 | 2026-10-19 |
| Ulland Investment Advisors, LLC | MN | $142.28M | 234 | 2026-10-13 |
| Alessandra Capital Management, LLC | CA | $142.21M | 121 | 2026-10-30 |
| AGMAN CAPITAL LLC | NE | $142.20M | 19 | 2026-10-29 |
| StoneRidge PMG Advisors, LLC | PA | $141.94M | 147 | 2026-11-04 |
| Connective Capital Management, LLC | CA | $141.93M | 70 | 2026-08-13 |
| Kropog Financial Group, LLC | LA | $141.91M | 39 | 2026-08-06 |
| BLUELINE ADVISORS LLC | NH | $141.88M | 259 | 2026-10-15 |
| SENTINEL WEALTH MANAGEMENT, INC. | VA | $141.86M | 39 | 2026-08-10 |
| Stirlingshire Investments, Inc. | NY | $141.82M | 223 | 2026-11-05 |
| NorthAvenue LLC | OH | $141.80M | 271 | 2026-10-29 |
| Parametrica Management Ltd | — | $141.77M | 29 | 2026-10-27 |
| Forest Hill Capital, LLC | AR | $141.62M | 21 | 2026-11-05 |
| Richwood Investment Advisors, LLC | OH | $141.62M | 108 | 2026-10-30 |
| iSAM Funds (UK) Ltd | — | $141.61M | 241 | 2026-08-12 |
| L1 Global Manager Pty Ltd | — | $141.56M | 121 | 2026-08-13 |
| PCG ASSET MANAGEMENT, LLC | NJ | $141.53M | 106 | 2026-11-05 |
| R.H. Dinel Investment Counsel, Inc. | CA | $141.52M | 39 | 2026-10-14 |
| LifePlan Financial, LLC | OH | $141.26M | 91 | 2026-10-13 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | MS | $141.25M | 71 | 2026-10-09 |
| RHODES INVESTMENT ADVISORS INC /ADV | TX | $141.08M | 124 | 2026-10-07 |
| Campbell Deegan Wealth Management, LLC | VA | $141.02M | 56 | 2026-08-04 |
| Avise Financial Cooperative, Inc. | CA | $141.01M | 114 | 2026-08-06 |
| Western Reserve Capital Management, LLC | OH | $140.99M | 54 | 2026-10-14 |
| Tortuga Wealth Management, Inc | CA | $140.82M | 141 | 2026-10-27 |
| Sherman Wealth Management LLC | MD | $140.77M | 84 | 2026-10-16 |
| FDx Advisors, Inc. | PA | $140.67M | 96 | 2026-11-05 |
| Nalls Sherbakoff Group, LLC | TN | $140.65M | 378 | 2026-08-17 |
| PIN OAK INVESTMENT ADVISORS INC | TX | $140.57M | 564 | 2026-08-18 |
| Daytona Street Capital LLC | MO | $140.56M | 292 | 2026-10-15 |
| HBE Wealth Management, LLC | NE | $140.53M | 55 | 2026-11-06 |
| Fourthstone LLC | MO | $140.49M | 25 | 2026-08-14 |
| COBALT CAPITAL MANAGEMENT, INC. | NJ | $140.48M | 26 | 2026-08-14 |
| Odyssey Capital Advisors, Inc. | NY | $140.45M | 100 | 2026-10-26 |
| Graver Capital Management, LLC | OH | $140.37M | 26 | 2026-08-07 |
| WELLINGTON-ALTUS USA INC. | — | $140.33M | 699 | 2026-09-17 |
| WealthPoint Financial, LLC | IN | $140.23M | 126 | 2026-11-03 |
| Vigil Wealth Management, LLC | FL | $140.20M | 81 | 2026-08-05 |
| Partnership Wealth Management, LLC | CA | $140.17M | 67 | 2026-10-05 |
| Uptown Financial Advisors LLC | TX | $140.10M | 77 | 2026-10-15 |
| ARMOR ADVISORS, L.L.C. | NY | $140.09M | 16 | 2026-08-10 |
| North Capital, Inc. | UT | $140.08M | 96 | 2026-10-16 |
| PERKINS CAPITAL MANAGEMENT INC | IL | $140.04M | 87 | 2026-11-02 |
| Nearside Advisors, LLC | IN | $139.97M | 47 | 2026-10-20 |
| Fox Financial, Inc | — | $139.90M | 14 | 2026-10-29 |
| Fairman Group, LLC | PA | $139.75M | 332 | 2026-10-26 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | ID | $139.65M | 339 | 2026-10-09 |
| Stenham Asset Management Ltd | — | $139.64M | 15 | 2026-08-14 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | ID | $139.57M | 40 | 2026-07-31 |
| Kalehua Capital Management LLC | TX | $139.53M | 23 | 2026-08-14 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | MI | $139.49M | 66 | 2026-10-09 |
| Appalachian Capital Management Ltd | OH | $139.42M | 48 | 2026-10-14 |
| Cadia Private Client LLC | NJ | $139.40M | 76 | 2026-08-11 |
| FOREFRONT WEALTH MANAGEMENT INC. | PA | $139.37M | 71 | 2026-01-23 |
| GS Investments, Inc. | MN | $139.35M | 133 | 2026-11-05 |
| Legacy Advisory Services, LLC | PA | $139.34M | 80 | 2026-10-20 |
| BALANCE CAPITAL PARTNERS L.P. | FL | $139.32M | 10 | 2026-08-14 |
| Athena Wealth Management, LLC | NV | $139.29M | 103 | 2026-10-09 |
| New Dimensions Wealth Management, LLC | TX | $139.26M | 21 | 2026-11-02 |
| Hershey Financial Advisers, LLC | PA | $139.24M | 137 | 2026-08-11 |
| Palatine Hill Wealth Management, LLC | — | $139.21M | 54 | 2026-11-03 |
| Brickwood Asset Management LLP | — | $139.19M | 10 | 2026-08-10 |
| Petiole USA ltd | NY | $139.15M | 31 | 2026-08-13 |
| APS Management Group, Inc. | CA | $139.11M | 72 | 2026-10-14 |
| Synergy Financial Group, LTD | WA | $138.99M | 119 | 2026-08-05 |
| Global Trust Wealth Management LLC | CA | $138.96M | 71 | 2026-10-14 |
| SYNTAX RESEARCH, INC. | FL | $138.78M | 193 | 2026-11-04 |
| Karani Asset Management LLC | NY | $138.72M | 57 | 2026-08-14 |
| Winter & Associates, Inc. | MN | $138.54M | 81 | 2026-10-23 |
| Sandro Wealth Management LLC | NJ | $138.39M | 103 | 2026-08-06 |
| E-Wealth Partners, LLC | MN | $138.34M | 59 | 2026-08-17 |
| Antonelli Financial Advisors, LLC | MI | $138.25M | 51 | 2026-10-13 |
| Nvest Wealth Strategies, Inc. | OH | $138.20M | 548 | 2026-10-14 |
| Clientfirst Wealth Management, LLC | AR | $138.19M | 52 | 2026-11-04 |
| Hillman Capital Management, Inc. | MD | $138.15M | 54 | 2026-08-14 |
| Wilmar Advisors LLC | — | $138.05M | 23 | 2026-08-13 |
| AG Asset Advisory, LLC | CA | $138.00M | 29 | 2026-11-06 |
| ArborFi Advisors, LLC | MI | $137.94M | 45 | 2026-08-06 |
| Smith Partners Wealth Management, LLC | NC | $137.87M | 67 | 2026-11-05 |
| BROADWATER CAPITAL MANAGEMENT LLC | MA | $137.86M | 208 | 2026-07-24 |
| Ferguson Johnson Wealth Management Inc | MD | $137.76M | 39 | 2026-11-05 |
| MFG WEALTH MANAGEMENT, INC. | IN | $137.71M | 62 | 2026-10-09 |
| Windsor Advisory Group, LLC | OH | $137.69M | 97 | 2026-08-14 |
| Box Hill Private Wealth LLC | — | $137.52M | 75 | 2026-10-05 |
| Dynamic Financial Group | IA | $137.51M | 78 | 2026-10-28 |
| Soapstone Management L.P. | MD | $137.50M | 13 | 2026-08-14 |
| Innovative Advisory Group, LLC | IL | $137.44M | 32 | 2026-10-13 |
| TOWERVIEW LLC | — | $137.30M | 16 | 2026-11-05 |
| Eagle Bay Advisors LLC | NY | $137.29M | 145 | 2026-10-16 |
| Pitti Group Wealth Management, LLC | NY | $137.28M | 84 | 2026-08-12 |
| GTS FINANCIAL, LLC | MN | $137.21M | 41 | 2026-08-14 |
| MARQUETTE ASSOCIATES, INC. | IL | $137.19M | 38 | 2026-08-14 |
| LUTS & GREENLEIGH GROUP, INC. | MD | $137.19M | 101 | 2026-11-05 |
| TRUSTCO BANK CORP N Y | — | $137.12M | 147 | 2026-08-14 |
| Sentinel Dome Partners, LLC | CA | $137.09M | 32 | 2026-08-14 |
| Templeton & Phillips Capital Management, LLC | TN | $137.08M | 52 | 2026-08-07 |
| MY Wealth Management Inc. | MD | $137.01M | 43 | 2026-10-21 |
| Vertex Investment Solutions Co., Ltd. | — | $137.00M | 25 | 2026-10-19 |
| Challenger Wealth Management | CA | $137.00M | 63 | 2026-10-30 |
| Crabel Capital Management, LLC | CA | $136.95M | 51 | 2026-08-13 |
| Robocap Asset Management Ltd | — | $136.88M | 23 | 2026-11-02 |
| Aventus Investment Advisors, Inc. | FL | $136.86M | 173 | 2026-10-09 |
| AEGON USA Investment Management, LLC | IA | $136.82M | 46 | 2026-10-30 |
| Titan Investment Management LLC | CT | $136.81M | 40 | 2026-10-22 |
| TT Capital Management LLC | — | $136.78M | 87 | 2026-10-15 |
| Barrier Capital Management, LLC | CA | $136.76M | 18 | 2026-08-14 |
| Alpha Advisors, LLC/VA | — | $136.74M | 50 | 2026-10-19 |
| Momentum Wealth Planning, LLC | — | $136.72M | 39 | 2026-08-05 |
| Timmons Wealth Management, LLC | MA | $136.70M | 74 | 2026-08-07 |
| Financial Planning Fort Collins, LLC | CO | $136.70M | 34 | 2026-10-16 |
| OUTFITTERS FINANCIAL LLC | ME | $136.70M | 74 | 2026-10-23 |
| Investment Advisory Services Group LLC | MI | $136.66M | 37 | 2026-07-29 |
| Chung Wu Investment Group, LLC | TX | $136.58M | 287 | 2026-11-03 |
| Koenig Investment Advisory, LLC | OR | $136.58M | 38 | 2026-10-09 |
| Roan Capital Partners | TN | $136.54M | 78 | 2026-10-09 |
| Latash Investments, LLC | AK | $136.49M | 20 | 2026-08-11 |
| TABR Capital Management, LLC | CA | $136.41M | 59 | 2026-10-20 |
| Targeted Financial Services LLC | FL | $136.41M | 63 | 2026-10-19 |
| Summit Financial Consulting LLC | MI | $136.36M | 48 | 2026-10-15 |
| Lynch Investment Planning, LLC | PA | $136.32M | 233 | 2026-10-27 |
| Seelaus Asset Management LLC | NJ | $136.31M | 190 | 2026-10-14 |
| KVP Capital Advisors, LP | — | $136.24M | 35 | 2026-08-13 |
| Eagle Wealth Advisors LLC | CA | $136.16M | 102 | 2026-10-20 |
| WJ Financial Advisors LLC | CT | $136.14M | 137 | 2026-08-13 |
| Ishara Investments LP | CA | $136.10M | 41 | 2026-08-14 |
| Avail Investment Partners, LLC | PA | $136.08M | 205 | 2026-10-16 |
| Donalies Financial Planning, LLC | — | $136.05M | 78 | 2026-10-19 |
| CrossGen Wealth, LLC | NC | $136.03M | 202 | 2026-10-30 |
| Pollock Investment Advisors, LLC | MI | $136.01M | 40 | 2026-02-12 |
| Share Andrew L. | — | $135.82M | 52 | 2026-11-06 |
| Phillips Wealth Planners LLC | MS | $135.76M | 217 | 2026-08-07 |
| Telligent Fund, LP | — | $135.68M | 23 | 2026-08-11 |
| Valor Advisors LLC | IL | $135.67M | 32 | 2026-08-14 |
| MRP Capital Investments, LLC | GA | $135.66M | 263 | 2026-08-10 |
| SeedSafe Financial LLC | — | $135.63M | 39 | 2026-11-02 |
| Finward Bancorp | — | $135.62M | 178 | 2026-10-14 |
| Providence Financial Advisors, LLC | RI | $135.57M | 55 | 2026-11-06 |
| Farnam Financial LLC | AZ | $135.48M | 58 | 2026-10-21 |
| Broussard Financial Group LLC | LA | $135.41M | 38 | 2026-10-26 |
| Approach Retirement Advisors, LLC | AL | $135.41M | 80 | 2026-10-22 |
| Tsai Capital Corp | — | $135.31M | 17 | 2026-08-13 |
| INTREPID FAMILY OFFICE LLC | — | $135.23M | 36 | 2026-08-14 |
| RD Lewis Holdings, Inc. | FL | $135.20M | 88 | 2026-08-12 |
| Capital CS Group, LLC | CA | $135.17M | 91 | 2026-10-29 |
| Summer Road LLC | — | $135.17M | 23 | 2026-11-05 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | OR | $135.12M | 70 | 2026-11-06 |
| Barnett & Company, Inc. | TX | $135.06M | 86 | 2026-08-12 |
| Dala Group, LLC | IL | $135.03M | 71 | 2026-10-29 |
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