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
7251–7500 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 |
|---|---|---|---|---|
| Schaeffer Financial LLC | MD | $129.31M | 27 | 2026-08-03 |
| Up Capital Management, Inc. | — | $129.23M | 20 | 2026-08-05 |
| Sierra Legacy Group | — | $129.06M | 79 | 2026-07-17 |
| S Harris Financial Group, LLC | TX | $129.05M | 124 | 2026-07-24 |
| Sherman Asset Management, Inc. | CA | $128.88M | 136 | 2026-08-05 |
| CrossGen Wealth, LLC | NC | $128.73M | 214 | 2026-07-24 |
| Koenig Investment Advisory, LLC | OR | $128.73M | 37 | 2026-07-16 |
| Quest 10 Wealth Builders, Inc. | NC | $128.73M | 811 | 2026-07-24 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | VA | $128.69M | 41 | 2026-08-07 |
| JMN Financial LLC | — | $128.60M | 229 | 2026-08-10 |
| William Howard & Co Financial Advisors Inc | TN | $128.59M | 54 | 2026-07-09 |
| Expect Equity LLC | MD | $128.58M | 62 | 2026-08-19 |
| Ridge Creek Global, Inc | — | $128.55M | 94 | 2026-08-11 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | MA | $128.46M | 60 | 2026-07-09 |
| TenCore Partners, LP | NY | $128.42M | 15 | 2026-08-12 |
| Safe Harbor Fiduciary, LLC | FL | $128.39M | 61 | 2026-08-14 |
| TT Capital Management LLC | — | $128.36M | 77 | 2026-08-04 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | ID | $128.35M | 308 | 2026-07-24 |
| Kennon-Green & Company, LLC | OH | $128.25M | 41 | 2026-08-06 |
| MILFAM LLC | — | $128.19M | 13 | 2026-07-22 |
| Journey Beyond Wealth, LLC | GA | $128.06M | 30 | 2026-08-05 |
| CDKV HOLDINGS LLC | CO | $127.98M | 276 | 2026-07-31 |
| Brooklands Fund Management Ltd | — | $127.96M | 46 | 2026-08-11 |
| Lord & Richards Wealth Management, LLC | CO | $127.77M | 181 | 2026-07-21 |
| Fortune Financial Group, Inc. | KS | $127.71M | 165 | 2026-07-27 |
| C2C Wealth Management, LLC | AZ | $127.64M | 95 | 2026-07-09 |
| CONTINENTAL INVESTORS SERVICES, INC. | WA | $127.61M | 81 | 2026-08-13 |
| Parametrica Management Ltd | — | $127.60M | 20 | 2026-08-12 |
| Financial Concepts Unlimited, Inc. | — | $127.54M | 44 | 2026-08-06 |
| Twin Lions Management LLC | CT | $127.54M | 18 | 2026-08-14 |
| Risk Paradigm Group, LLC | MA | $127.51M | 57 | 2026-08-05 |
| Osbon Capital Management LLC | MA | $127.49M | 427 | 2026-08-13 |
| Parvin Asset Management, LLC | SD | $127.47M | 320 | 2026-08-17 |
| FARLEY CAPITAL L.P. | — | $127.40M | 15 | 2026-08-06 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | — | $127.40M | 135 | 2026-08-11 |
| KIDS CAPITAL MANAGEMENT, L.P. | CA | $127.39M | 12 | 2026-08-14 |
| M Wealth Management, LLC | CA | $127.33M | 57 | 2026-07-27 |
| Fairman Group, LLC | PA | $127.30M | 333 | 2026-08-04 |
| Dauntless Investment Group, LLC | TX | $127.28M | 73 | 2026-08-13 |
| Roger Wittlin Investment Advisory, LLC | — | $127.28M | 43 | 2026-07-17 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S | — | $127.27M | 65 | 2026-07-22 |
| Smith Asset Management Co., LLC | TX | $127.11M | 70 | 2026-07-14 |
| NWM ADVISORS, LLC | CA | $126.98M | 23 | 2026-08-28 |
| Topor & Co. Korea | — | $126.85M | 19 | 2026-07-09 |
| Capital CS Group, LLC | CA | $126.72M | 75 | 2026-08-12 |
| Leo H. Evart, Inc. | CA | $126.63M | 328 | 2026-08-18 |
| Spectrum Advisors, Inc. | — | $126.61M | 50 | 2026-09-11 |
| PRAGMA GESTAO DE PATRIMONIO LTD | — | $126.56M | 16 | 2026-08-13 |
| Frankly Finances, LLC | — | $126.51M | 90 | 2026-07-15 |
| Virtus Family Office LLC | TX | $126.49M | 62 | 2026-08-04 |
| Roxbury Financial LLC | MN | $126.47M | 410 | 2026-07-01 |
| DRH Investments, Inc. | CA | $126.33M | 20 | 2026-08-14 |
| MeadowBrook Investment Advisors LLC | — | $126.17M | 196 | 2026-07-20 |
| Brandywine Asset Management, Inc. | PA | $126.02M | 14 | 2026-04-22 |
| Tenere Capital LLC | NY | $125.89M | 23 | 2026-08-14 |
| SHEPHERD KAPLAN KROCHUK, LLC | MA | $125.86M | 62 | 2026-08-14 |
| Midway Capital Research & Management | — | $125.82M | 114 | 2026-07-14 |
| Clio Asset Management LLC | VA | $125.79M | 15 | 2026-07-23 |
| Smith Partners Wealth Management, LLC | NC | $125.78M | 73 | 2026-08-10 |
| Heights Point Management, LP | NY | $125.70M | 21 | 2026-08-14 |
| Milestones Private Investment Advisors LLC | NY | $125.59M | 77 | 2026-07-24 |
| Katamaran Capital LLP | — | $125.52M | 36 | 2026-07-21 |
| Signet Private Wealth LLC | IL | $125.42M | 127 | 2026-08-07 |
| Graetz Wealth LLC | MI | $125.38M | 84 | 2026-08-13 |
| J. Mark Nickell & Co. | TN | $125.36M | 30 | 2026-08-11 |
| Bretton Capital Management, LLC | CA | $125.31M | 20 | 2026-08-12 |
| Ascent Capital Management, LLC | VA | $125.27M | 63 | 2025-11-12 |
| Summerhill Capital Management lnc. | — | $125.27M | 18 | 2026-08-04 |
| Alamea Verwaltungs GmbH | — | $125.22M | 78 | 2026-08-13 |
| EMG Holdings, L.P. | — | $125.19M | 21 | 2026-08-14 |
| E6 Portfolios, LLC | UT | $125.16M | 97 | 2026-08-10 |
| O'Domhnaill Enterprises, Inc. | WY | $125.12M | 61 | 2026-07-30 |
| Index Technologies Group LLC | NY | $125.07M | 275 | 2026-08-14 |
| SHUTTLEWORTH & Co | OH | $125.06M | 51 | 2026-08-05 |
| Barnes Dennig Private Wealth Management LLC | OH | $125.03M | 365 | 2026-07-15 |
| Dougherty & Associates, LLC | MN | $124.98M | 52 | 2026-07-16 |
| Broussard Financial Group LLC | LA | $124.85M | 35 | 2026-07-27 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | WI | $124.85M | 93 | 2026-08-06 |
| Kassira Wealth Management LLC | — | $124.68M | 64 | 2026-08-07 |
| Cauble & Harre Wealth Management, Inc. | MO | $124.67M | 72 | 2026-08-11 |
| Box Hill Private Wealth LLC | — | $124.66M | 67 | 2026-07-02 |
| Kennebec Savings Bank | — | $124.60M | 284 | 2026-07-13 |
| Canandaigua National Trust Co of Florida | — | $124.54M | 108 | 2026-04-08 |
| Essential Investment Partners LLC | — | $124.53M | 312 | 2026-07-15 |
| Haven Capital Group, Inc. | GA | $124.52M | 37 | 2026-08-14 |
| 14B Captial Management LP | — | $124.41M | 18 | 2026-02-17 |
| Bristlecone Value Partners, LLC | CA | $124.32M | 70 | 2026-08-14 |
| Miller Financial Services LLC | MI | $124.26M | 148 | 2026-07-29 |
| EDMP, INC. | FL | $124.26M | 70 | 2026-07-29 |
| Palatine Hill Wealth Management, LLC | — | $124.16M | 55 | 2026-08-07 |
| Concorde Financial Corp | MI | $124.15M | 26 | 2026-08-14 |
| Prospect Financial Group LLC | FL | $124.13M | 70 | 2026-08-07 |
| Connecticut Capital Management Group, LLC | CT | $124.11M | 195 | 2026-07-20 |
| Opus Financial Solutions LLC | IL | $124.04M | 111 | 2026-07-24 |
| Burnham & Co LLC | — | $124.02M | 197 | 2026-08-11 |
| CONQUIS FINANCIAL LLC | CA | $124.02M | 54 | 2026-08-13 |
| Robocap Asset Management Ltd | — | $124.01M | 22 | 2026-07-22 |
| Corps Capital Advisors, LLC | TX | $123.97M | 99 | 2026-07-22 |
| Clarion Wealth Managment Partners, LLC | — | $123.88M | 87 | 2026-08-13 |
| Wagner Wealth Management, Corp | CO | $123.82M | 101 | 2026-08-10 |
| Infinity Wealth Counsel, LLC | OH | $123.76M | 65 | 2026-07-09 |
| DB Fitzpatrick & Co, Inc | ID | $123.73M | 100 | 2026-07-16 |
| AG Asset Advisory, LLC | CA | $123.63M | 28 | 2026-08-03 |
| LEGACY SOLUTIONS, LLC | ID | $123.58M | 88 | 2026-07-06 |
| Niles Investment Management, LLC | FL | $123.49M | 19 | 2026-08-14 |
| City Center Advisors, LLC | MI | $123.49M | 170 | 2026-07-07 |
| Wealth Care LLC | — | $123.47M | 73 | 2026-07-15 |
| Bolthouse Investments, LLC | CA | $123.40M | 86 | 2026-08-11 |
| Scientech Research LLC | NJ | $123.37M | 224 | 2026-08-14 |
| ATLas Financial Planning LLC | GA | $123.34M | 69 | 2026-07-22 |
| Aldebaran Financial Inc. | TN | $123.16M | 82 | 2026-08-13 |
| Nest Investments, LLC | — | $123.03M | 35 | 2026-08-18 |
| Wealth Advisory Team LLC | KY | $123.01M | 39 | 2026-07-23 |
| Powerhouse Assets LLC | — | $122.85M | 57 | 2026-07-23 |
| Benchmark Financial, LLC | IL | $122.70M | 54 | 2026-07-22 |
| Fairlight Advisors | — | $122.64M | 30 | 2026-07-27 |
| AMERICAN ASSET MANAGEMENT INC. | NY | $122.63M | 33 | 2026-07-21 |
| SFAM, LLC | IL | $122.58M | 262 | 2026-08-13 |
| Walsh & Associates, LLC | FL | $122.42M | 245 | 2026-07-21 |
| Curat Global, LLC | — | $122.40M | 253 | 2026-07-22 |
| Hardworking Capital Advisors, LLC | CA | $122.40M | 84 | 2026-08-03 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | GA | $122.38M | 27 | 2026-08-05 |
| Birchwood Financial Partners, Inc. | MN | $122.27M | 352 | 2026-08-06 |
| Guardian Capital, LLC | CA | $122.26M | 79 | 2026-08-07 |
| High Point Wealth Management, LLC | NJ | $122.24M | 250 | 2026-07-20 |
| FORTERIS WEALTH MANAGEMENT INC. | NY | $122.23M | 69 | 2026-07-21 |
| Wall Capital Group, Inc. | AZ | $122.17M | 30 | 2026-07-27 |
| WFA of San Diego, LLC | CA | $122.12M | 94 | 2026-08-14 |
| Cooke Wealth Management, LLC | CA | $122.11M | 39 | 2026-07-16 |
| JHP Wealth Management, LLC | CO | $122.10M | 40 | 2026-07-31 |
| Coral Wealth Management, LLC | FL | $122.06M | 17 | 2026-08-04 |
| Financial Management, Inc. | — | $121.97M | 46 | 2026-08-12 |
| HICKS CAPITAL MANAGEMENT LLC | OH | $121.97M | 39 | 2026-07-23 |
| Moneda S.A. Administradora General de Fondos | — | $121.95M | 31 | 2026-08-14 |
| Vines Capital Management, LLC | LA | $121.89M | 105 | 2026-08-14 |
| Clientfirst Wealth Management, LLC | AR | $121.74M | 53 | 2026-07-30 |
| Greenline Wealth Management LLC | FL | $121.68M | 131 | 2026-07-23 |
| Drystone LLC | — | $121.62M | 18 | 2026-07-24 |
| Torrey-Payne Wealth Management, LLC | CA | $121.59M | 39 | 2026-07-23 |
| Portus Wealth Advisors, LLC | NC | $121.49M | 50 | 2026-07-21 |
| CFO CAPITAL MANAGEMENT LLC | CT | $121.47M | 105 | 2026-05-04 |
| Alexander Randolph Advisory, Inc. | VA | $121.41M | 41 | 2026-08-05 |
| Dala Group, LLC | IL | $121.38M | 68 | 2026-08-10 |
| VERUS WEALTH MANAGEMENT, LLC | WI | $121.33M | 60 | 2026-07-30 |
| Chapman Investment Management, LLC | — | $121.24M | 27 | 2026-07-22 |
| Worthington Financial Partners, LLC | OH | $120.79M | 119 | 2026-07-21 |
| Miller Global Investments, LLC | IL | $120.72M | 295 | 2026-07-01 |
| Stoic Point Capital Management LLC | CA | $120.64M | 69 | 2026-08-14 |
| Roan Capital Partners | TN | $120.58M | 78 | 2026-07-09 |
| Defined Financial Planning LLC | CA | $120.55M | 65 | 2025-10-15 |
| KDK Private Wealth Management, LLC | TX | $120.55M | 57 | 2026-08-13 |
| Mission Financial Group, LLC | NV | $120.53M | 158 | 2026-08-13 |
| Viaable, LLC | — | $120.53M | 36 | 2026-08-14 |
| NDVR, Inc. | MA | $120.52M | 121 | 2026-02-12 |
| Morangie Management LLC | FL | $120.42M | 34 | 2026-07-16 |
| Helium Advisors LLC | WA | $120.36M | 107 | 2026-08-11 |
| Mirabaud Asset Management Ltd | — | $120.22M | 49 | 2026-08-12 |
| RHL GROUP, LLC | MI | $120.22M | 272 | 2026-08-04 |
| Blom & Howell Financial Planning, Inc. | — | $120.07M | 67 | 2026-08-05 |
| Payne Capital LLC | NY | $120.00M | 59 | 2026-08-11 |
| Blue Line Capital, LLC / IL | IL | $119.91M | 92 | 2026-07-30 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | — | $119.80M | 50 | 2026-07-22 |
| January Capital Advisors LLC | CA | $119.66M | 55 | 2026-08-25 |
| Cypress Capital Management LLC (WY) | — | $119.64M | 213 | 2026-08-06 |
| Grand Central Investment Group | FL | $119.57M | 40 | 2026-08-04 |
| ETF Store, Inc. | KS | $119.54M | 114 | 2026-07-29 |
| HEFFERNAN ADVISORY, INC | AZ | $119.51M | 43 | 2026-07-21 |
| Mann Financial Group, Inc. | — | $119.50M | 34 | 2026-07-22 |
| Baer Investment Advisory LLC | — | $119.50M | 43 | 2026-08-12 |
| 1015 Capital Partners, LLC | — | $119.36M | 609 | 2026-07-21 |
| Ankerstar Wealth, LLC | TX | $119.25M | 1001 | 2026-08-13 |
| Red Mountain Financial, LLC | CO | $119.19M | 82 | 2026-07-21 |
| DBK Financial Counsel, LLC | OH | $119.19M | 56 | 2026-07-21 |
| Bannerstone Capital Management, LLC | MN | $119.11M | 113 | 2026-07-31 |
| Oakmont Advisory Group, LLC | PA | $119.06M | 526 | 2026-08-03 |
| Finhabits Advisors LLC | NY | $118.94M | 15 | 2026-08-14 |
| Value Investment Professionals, LLC | NY | $118.93M | 97 | 2026-07-07 |
| AUCTUS ADVISORS LLC | NC | $118.88M | 34 | 2026-08-06 |
| Belleair Asset Management, LLC | FL | $118.85M | 84 | 2026-07-15 |
| Ruggiero Investments, Inc. | FL | $118.70M | 89 | 2026-08-14 |
| FELL CAPITAL MANAGEMENT /ADV | CA | $118.70M | 96 | 2026-07-24 |
| Peck Wealth Management, LLC | — | $118.69M | 127 | 2026-07-31 |
| Yong Rong (HK) Asset Management Ltd | — | $118.63M | 15 | 2026-08-06 |
| HighRoad Wealth Advisors, LLC | OR | $118.61M | 38 | 2026-07-21 |
| Boyer Financial Services, Inc. | CA | $118.45M | 57 | 2026-07-20 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | ID | $118.34M | 56 | 2026-08-07 |
| Hobbs Wealth Management, LLC | IN | $118.32M | 23 | 2026-08-06 |
| Directional Asset Management | IL | $118.31M | 94 | 2026-07-27 |
| Portfolio Resources Advisor Group, Inc. | FL | $118.21M | 154 | 2026-07-29 |
| KMT WEALTH MANAGEMENT, LLC | CA | $118.20M | 121 | 2026-08-05 |
| 3 FACTOR INDEXING, LLC | — | $118.15M | 438 | 2026-07-08 |
| AK GLOBAL ASSET MANAGEMENT, LLC | CA | $118.11M | 28 | 2026-07-17 |
| Masterton Capital Management, LP | NY | $118.09M | 24 | 2026-08-14 |
| AlphaCentric Advisors LLC | PR | $118.02M | 261 | 2026-07-24 |
| CURTIS WEALTH MANAGEMENT LLC | NV | $118.00M | 55 | 2026-08-03 |
| Wheels Up Wealth, Inc. | — | $117.94M | 23 | 2026-07-27 |
| Fiscal Wisdom Wealth Management, LLC | CT | $117.91M | 102 | 2026-07-21 |
| E&R Wealth Management, LLC | SC | $117.87M | 12 | 2026-07-27 |
| TrustWell Financial Advisors, LLC | FL | $117.85M | 78 | 2026-07-22 |
| North Forty Two & Co. | OR | $117.76M | 104 | 2026-07-24 |
| Cannon Capital Management, Inc. | UT | $117.74M | 28 | 2026-08-11 |
| Obion Capital Management LP | FL | $117.58M | 16 | 2026-08-14 |
| Arrow Capital Pty Ltd | — | $117.52M | 25 | 2026-08-05 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | NY | $117.50M | 13 | 2026-08-13 |
| GPS Wealth Strategies Group, LLC | CO | $117.41M | 582 | 2026-02-06 |
| TABR Capital Management, LLC | CA | $117.36M | 54 | 2026-07-27 |
| CSP Financial Group, LLC | AZ | $117.34M | 24 | 2026-07-27 |
| RAFFLES ASSOCIATES LP | NY | $117.34M | 48 | 2026-08-17 |
| Envision Financial Transparency, LLC | — | $117.24M | 59 | 2026-08-21 |
| PARK CIRCLE Co | — | $117.19M | 53 | 2026-08-13 |
| Corecam AG | — | $117.08M | 50 | 2026-07-17 |
| Artesa Financial Group, LLC | TX | $117.06M | 62 | 2026-07-27 |
| 21 West Wealth Management LLC | CA | $117.05M | 65 | 2026-07-13 |
| Bedminster, LLC | CT | $117.05M | 51 | 2026-08-04 |
| Entelevest, LLC | FL | $117.05M | 142 | 2026-07-22 |
| MKD WEALTH COACHES, LLC | MI | $117.04M | 31 | 2026-07-14 |
| ORBA Wealth Advisors, L.L.C. | IL | $116.97M | 85 | 2026-07-24 |
| Markin Asset Management, LP | — | $116.85M | 47 | 2026-07-14 |
| Twin Cities Retirement Group LLC | MN | $116.81M | 22 | 2026-07-08 |
| Kilner Capital Advisors, LLC | MD | $116.71M | 18 | 2026-07-13 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | IL | $116.71M | 50 | 2026-08-13 |
| Wisconsin Wealth Advisors, LLC | WI | $116.70M | 90 | 2026-07-07 |
| V. M. MANNING & CO., INC. | SC | $116.66M | 53 | 2026-07-13 |
| Advisory Advocates, LLC | WA | $116.62M | 188 | 2026-08-10 |
| Minot DeBlois Advisors LLC | MA | $116.46M | 240 | 2026-08-13 |
| KITCHING PARTNERS, LLC | PA | $116.38M | 45 | 2026-07-30 |
| Pursuit Wealth Management LLC | NC | $116.37M | 118 | 2026-01-26 |
| WealthSpring Partners, LLC | NY | $116.36M | 71 | 2026-08-05 |
| Financially in Tune, LLC | MA | $116.30M | 77 | 2026-04-22 |
| Accuvest Global Advisors | UT | $116.21M | 78 | 2026-08-11 |
| Monetary Solutions, Ltd | OH | $116.12M | 397 | 2026-07-23 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | CT | $116.05M | 77 | 2026-07-14 |
| J.M. Arbour, LLC | ME | $116.03M | 132 | 2026-08-14 |
| OakTrust Wealth Advisors, LLC | — | $116.03M | 69 | 2026-08-06 |
| SFI Advisors, LLC | NJ | $115.91M | 55 | 2026-07-27 |
| ALPHA CAPITAL ADVISORS INC /ADV | — | $115.87M | 34 | 2026-08-06 |
| Stembrook Asset Management, LLC | NJ | $115.82M | 51 | 2026-08-12 |
| Vistica Wealth Advisors, LLC | CA | $115.58M | 54 | 2026-07-27 |
| Pacific Capital Partners Ltd | CA | $115.56M | 40 | 2026-08-12 |
| Jefferson Bridge Capital, LLC | TN | $115.41M | 53 | 2026-07-21 |
| Investment Insight Wealth Management, LLC | TX | $115.41M | 44 | 2026-07-27 |
| John Boyer, Inc. | — | $115.35M | 39 | 2026-08-07 |
| Bluebird Wealth Management LLC | MA | $115.35M | 89 | 2026-08-05 |
| VISION FINANCIAL MARKETS LLC | — | $115.25M | 413 | 2026-07-24 |
| Titiun Yejiel | — | $115.20M | 40 | 2026-08-06 |
| Noble Wealth Partners LLC | — | $115.13M | 77 | 2026-07-24 |
| Montgomery Financial Services LLC | — | $115.03M | 334 | 2026-08-12 |
| Alan B Lancz & Associates, Inc. | OH | $114.99M | 138 | 2026-08-11 |
| Parsonex Advisory Services, Inc. | CO | $114.94M | 50 | 2026-08-10 |
| Urban Wealth Management, LLC | — | $114.72M | 107 | 2026-07-23 |