Top Institutional Investors
13F filers ranked by AUM, holdings count, and filing recency. Includes hedge funds, asset managers, banks, and pensions.
AUM is the long-equity portion reported on Form 13F-HR (most recent filing). Excludes short positions, cash, and non-13F assets. For informational purposes only — not investment advice. See Terms §17.
Latest 13F Filings
Showing 4 filings ingested in the last 24 hours
| Filer | Period | Filed | Holdings | AUM | Ingested |
|---|---|---|---|---|---|
| Tudor Financial Inc. | 2026-06-30 | 2026-08-06 | 151 | $222.36M | |
| Marin Bay Wealth Advisors, LLC | 2026-06-30 | 2026-08-05 | 134 | $379.20M | |
| LANGLEY WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-08-06 | 130 | $15.18M | |
| General Pension Society PZU Joint Stock Co | 2026-06-30 | 2026-08-10 | 16 | $668.15M |
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Results
100
Filers matching your filter
Coverage
9,289 / 9,289
Enriched / total advisors
Top Filer AUM
$6.90T
Largest 13F portfolio in results
Leaderboard
| # | Filer | Location | AUM | Holdings | Top Holdings | Q/Q Activity | Filed | Period |
|---|---|---|---|---|---|---|---|---|
| 1 |
VANGUARD GROUP INC
CIK 102909
|
MALVERN, PA | $6.90T | 17,686 | NVIDIA CORPORATION5.5% APPLE INC5.0% MICROSOFT CORP4.5% |
+123−138↑1649↓1622 | 2026-01-29 | 2025-12-31 |
| 2 |
BlackRock, Inc.
CIK 2012383
|
SAN FRANCISCO, CA | $5.72T | 50,651 | NVIDIA CORPORATION2.2% APPLE INC1.9% NVIDIA CORPORATION1.5% |
+332−210↑2107↓2154 | 2026-05-13 | 2026-03-31 |
| 3 |
STATE STREET CORP
CIK 93751
|
LONDON, MA, United Kingdom | $2.90T | 4,269 | NVIDIA CORPORATION6.0% APPLE INC5.3% MICROSOFT CORP3.9% |
+118−137↑1634↓1742 | 2026-05-15 | 2026-03-31 |
| 4 |
FMR LLC
CIK 315066
|
BOSTON, MA | $1.90T | 13,282 | NVIDIA CORPORATION6.4% AMAZON COM INC2.7% APPLE INC2.6% |
+287−290↑2484↓1909 | 2026-05-15 | 2026-03-31 |
| 5 |
MORGAN STANLEY
CIK 895421
|
NEW YORK, NY | $1.67T | 45,419 | APPLE INC1.6% MICROSOFT CORP1.3% NVIDIA CORPORATION1.2% |
+515−476↑3351↓2717 | 2026-05-27 | 2025-12-31 |
| 6 |
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
|
BOSTON, MA | $1.61T | 8,577 | NVIDIA CORP5.7% APPLE INC5.1% MICROSOFT CORP3.8% |
+213−169↑1933↓1665 | 2026-05-15 | 2026-03-31 |
| 7 |
JPMORGAN CHASE & CO
CIK 19617
|
NEW YORK, NY | $1.56T | 33,063 | NVIDIA CORPORATION2.9% APPLE INC2.4% MICROSOFT CORP1.8% |
+6419−255↑33↓67 | 2026-05-13 | 2026-03-31 |
| 8 |
BANK OF AMERICA CORP /DE/
CIK 70858
|
BOSTON, MA | $1.37T | 17,872 | VANGUARD INDEX FDS1.6% VANGUARD INDEX FDS1.4% NVIDIA CORPORATION1.1% |
+146−1736↑2665↓2050 | 2026-05-18 | 2026-03-31 |
| 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
|
BALA CYNWYD, PA | $893.33B | 14,878 | STATE STR SPDR S&P 500 ETF T0.7% INVESCO QQQ TR0.5% TESLA INC0.2% |
+1626−1059↑2423↓2211 | 2026-05-15 | 2026-03-31 |
| 10 |
GOLDMAN SACHS GROUP INC
CIK 886982
|
NEW YORK, NY | $870.94B | 13,579 | NVIDIA CORPORATION3.0% APPLE INC2.7% STATE STR SPDR S&P 500 ETF T2.2% |
+620−445↑2481↓1808 | 2026-05-15 | 2026-03-31 |
| 11 |
JANE STREET GROUP, LLC
CIK 1595888
|
NEW YORK, NY | $777.22B | 19,058 | STATE STR SPDR S&P 500 ETF T1.4% STATE STR SPDR S&P 500 ETF T0.2% INVESCO QQQ TR0.1% |
+1783−1783↑2039↓2022 | 2026-05-12 | 2026-03-31 |
| 12 |
NORTHERN TRUST CORP
CIK 73124
|
CHICAGO, IL | $756.58B | 19,864 | NVIDIA CORPORATION4.0% APPLE INC3.6% MICROSOFT CORP2.7% |
+131−184↑1776↓1713 | 2026-05-14 | 2026-03-31 |
| 13 |
Capital World Investors
CIK 1422849
|
LOS ANGELES, CA | $732.94B | 620 | BROADCOM INC4.9% META PLATFORMS INC3.2% MICROSOFT CORP3.1% |
+110−64↑235↓222 | 2026-05-13 | 2026-03-31 |
| 14 |
UBS Group AG
CIK 1610520
|
ZURICH | $666.32B | 22,771 | APPLE INC1.0% MICROSOFT CORP1.0% NVIDIA CORPORATION1.0% |
+1304−1277↑3843↓3145 | 2026-05-05 | 2026-03-31 |
| 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
|
SAN FRANCISCO, CA | $654.47B | 3,645 | NVIDIA CORPORATION4.3% APPLE INC4.0% MICROSOFT CORP3.0% |
+93−94↑1248↓1484 | 2026-05-15 | 2026-03-31 |
| 16 |
Capital Research Global Investors
CIK 1422848
|
LOS ANGELES, CA | $644.56B | 459 | BROADCOM INC5.6% MICROSOFT CORP5.5% NVIDIA CORPORATION5.2% |
+67−42↑208↓149 | 2026-05-13 | 2026-03-31 |
| 17 |
CITADEL ADVISORS LLC
CIK 1423053
|
MIAMI, FL | $618.47B | 15,589 | ISHARES TR0.4% NVIDIA CORPORATION0.3% NVIDIA CORPORATION0.3% |
+1520−1384↑2079↓2170 | 2026-05-15 | 2026-03-31 |
| 18 |
ROYAL BANK OF CANADA
CIK 1000275
|
LONDON, United Kingdom | $570.14B | 25,608 | ROYAL BK CDA1.1% ISHARES TR0.9% ROYAL BK CDA0.9% |
+511−460↑2365↓2889 | 2026-05-15 | 2026-03-31 |
| 19 |
Bank of New York Mellon Corp
CIK 1390777
|
NEW YORK, NY | $543.91B | 33,728 | NVIDIA CORP2.3% APPLE INC2.0% MICROSOFT CORP1.5% |
+186−170↑1471↓1683 | 2026-05-05 | 2026-03-31 |
| 20 |
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
|
BOSTON, MA | $535.46B | 7,458 | NVIDIA CORPORATION3.7% MICROSOFT CORP3.2% APPLE INC2.7% |
+154−181↑641↓839 | 2026-05-15 | 2026-03-31 |
| 21 |
WELLS FARGO & COMPANY/MN
CIK 72971
|
LONDON, CA, United Kingdom | $530.34B | 17,971 | APPLE INC1.5% MICROSOFT CORP1.3% ISHARES TR1.3% |
unchanged | 2026-07-08 | 2026-03-31 |
| 22 |
DIMENSIONAL FUND ADVISORS LP
CIK 354204
|
AUSTIN, TX | $481.39B | 13,635 | NVIDIA CORPORATION2.9% APPLE INC2.6% MICROSOFT CORP1.9% |
+82−107↑1355↓1174 | 2026-05-07 | 2026-03-31 |
| 23 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
CIK 861177
|
NEW YORK, NY | $480.98B | 19,242 | NVIDIA CORPORATION2.5% APPLE INC1.8% MICROSOFT CORP1.6% |
+598−76↑1848↓963 | 2026-05-13 | 2026-03-31 |
| 24 |
Legal & General Group Plc
CIK 764068
|
LONDON, United Kingdom | $432.39B | 8,115 | NVIDIA CORPORATION2.4% APPLE INC2.3% NVIDIA CORPORATION2.2% |
+49−75↑958↓1825 | 2026-05-08 | 2026-03-31 |
| 25 |
Capital International Investors
CIK 1562230
|
LYNNFIELD, MA | $426.52B | 438 | BROADCOM INC6.1% MICROSOFT CORP4.8% NVIDIA CORPORATION4.0% |
+52−68↑83↓263 | 2026-05-13 | 2026-03-31 |
| 26 |
BARCLAYS PLC
CIK 312069
|
NEW YORK, NY | $416.25B | 12,241 | ISHARES TR9.7% NVIDIA CORPORATION2.2% MICROSOFT CORP1.5% |
+403−639↑1086↓2658 | 2026-05-15 | 2026-03-31 |
| 27 |
FRANKLIN RESOURCES INC
CIK 38777
|
SAN MATEO, CA | $408.30B | 14,782 | NVIDIA CORPORATION2.1% MICROSOFT CORP1.6% APPLE INC1.3% |
+238−179↑1354↓1070 | 2026-05-13 | 2026-03-31 |
| 28 |
LPL Financial LLC
CIK 1403438
|
FORT MILL, SC | $376.56B | 5,964 | ISHARES TR2.0% STATE STR SPDR S&P 500 ETF T1.7% INVESCO QQQ TR1.6% |
+312−198↑2516↓1867 | 2026-05-06 | 2026-03-31 |
| 29 |
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
|
CHICAGO, IL | $373.58B | 4,703 | ISHARES TR5.8% VANGUARD INDEX FDS1.7% BLACKROCK ETF TRUST1.7% |
+422−158↑2431↓1079 | 2026-05-04 | 2026-03-31 |
| 30 |
Invesco Ltd.
CIK 914208
|
DOWNERS GROVE, IL | $370.67B | 101 | NVIDIA CORP NVDA8.7% APPLE INC AAPL7.6% MICROSOFT CORP MSFT5.6% |
+1−1↑25↓64 | 2026-07-15 | 2026-03-31 |
| 31 |
Nuveen, LLC
CIK 1871926
|
CHICAGO, IL | $369.27B | 7,665 | NVIDIA CORPORATION3.8% APPLE INC3.0% MICROSOFT CORP2.5% |
+74−100↑1289↓1360 | 2026-04-30 | 2026-03-31 |
| 32 |
Amundi
CIK 1330387
|
PARIS | $367.10B | 5,406 | NVIDIA CORPORATION5.8% TOTALENERGIES SE5.0% APPLE INC4.6% |
+289−91↑983↓576 | 2026-05-18 | 2026-03-31 |
| 33 |
RAYMOND JAMES FINANCIAL INC
CIK 720005
|
ST. PETERSBURG, FL | $324.42B | 13,521 | VANGUARD INDEX FDS4.9% ISHARES TR2.5% APPLE INC1.5% |
+310−198↑2177↓1710 | 2026-05-14 | 2026-03-31 |
| 34 |
ALLIANCEBERNSTEIN L.P.
CIK 1109448
|
NASHVILLE, TN | $308.81B | 3,251 | NVIDIA CORPORATION5.9% MICROSOFT CORP5.0% AMAZON COM INC3.9% |
+74−81↑751↓941 | 2026-05-15 | 2026-03-31 |
| 35 |
DEUTSCHE BANK AG\
CIK 948046
|
NEW YORK, NY | $302.65B | 13,982 | NVIDIA CORPORATION2.9% APPLE INC2.2% MICROSOFT CORP2.1% |
+147−146↑1595↓1371 | 2026-05-06 | 2026-03-31 |
| 36 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
|
BOSTON, MA | $297.52B | 3,996 | NVIDIA CORPORATION3.2% MICROSOFT CORP2.4% APPLE INC2.1% |
+90−60↑330↓401 | 2026-05-14 | 2026-03-31 |
| 37 |
Fisher Asset Management, LLC
CIK 850529
|
PLANO, TX | $294.89B | 1,016 | NVIDIA CORP COM5.2% APPLE INC4.9% ISHARES TR 7 10YR TR BD ETF4.8% |
+118−119↑387↓357 | 2026-05-05 | 2026-03-31 |
| 38 |
Optiver Holding B.V.
CIK 1859606
|
AMSTERDAM, Netherlands | $289.48B | 2,361 | TAIWAN SEMICONDUCTOR MANUFAC0.2% ORACLE CORP0.1% MICRON TECHNOLOGY INC0.1% |
↓1 | 2026-06-02 | 2026-03-31 |
| 39 |
IMC-Chicago, LLC
CIK 1452861
|
CHICAGO, IL | $278.36B | 6,112 | TESLA INC0.2% SPROTT ASSET MANAGEMENT LP0.1% STATE STR SPDR S&P 500 ETF T0.1% |
+759−319↑216↓298 | 2026-05-05 | 2026-03-31 |
| 40 |
BANK OF MONTREAL /CAN/
CIK 927971
|
TORONTO, Ontario, Canada | $268.54B | 13,875 | BURFORD CAPITAL LIMITED2.5% NVIDIA CORPORATION2.1% ROYAL BK CDA1.3% |
+276−236↑1115↓1220 | 2026-05-13 | 2026-03-31 |
| 41 |
BERKSHIRE HATHAWAY INC
CIK 1067983
|
OMAHA, NE | $263.10B | 90 | AMERICAN EXPRESS CO17.1% COCA COLA CO8.2% APPLE INC7.8% |
+3−16↑11↓13 | 2026-05-15 | 2026-03-31 |
| 42 |
MILLENNIUM MANAGEMENT LLC
CIK 1273087
|
NEW YORK, NY | $240.29B | 5,624 | ISHARES TR3.5% NVIDIA CORPORATION0.8% SPDR SERIES TRUST0.7% |
+468−677↑1550↓1640 | 2026-05-15 | 2026-03-31 |
| 43 |
CITIGROUP INC
CIK 831001
|
NEW YORK, NY | $234.54B | 11,050 | NVIDIA CORPORATION2.6% MICROSOFT CORP1.8% APPLE INC1.5% |
+446−496↑2367↓1798 | 2026-05-11 | 2026-03-31 |
| 44 |
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
|
GREENWICH, CT | $218.37B | 20,832 | NVIDIA CORPORATION2.4% MICROSOFT CORP1.6% APPLE INC1.6% |
+288−111↑2153↓873 | 2026-05-15 | 2026-03-31 |
| 45 |
CTC LLC
CIK 1445893
|
CHICAGO, IL | $217.17B | 112 | ISHARES SILVER TR0.1% ALPHABET INC0.1% TAIWAN SEMICONDUCTOR MANUFAC0.1% |
+10−23↑9↓5 | 2026-05-21 | 2026-03-31 |
| 46 |
JANUS HENDERSON GROUP PLC
CIK 1274173
|
LONDON | $209.44B | 4,333 | NVIDIA CORPORATION5.9% MICROSOFT CORP3.7% ALPHABET INC2.9% |
+34↑55 | 2026-05-18 | 2026-03-31 |
| 47 |
JONES FINANCIAL COMPANIES LLLP
CIK 815917
|
DES PERES, MO | $208.07B | 5,771 | VANGUARD INDEX TR7.9% ISHARES CORE US AGGREGATE BOND6.2% ISHARES CORE S&P 500 ETF5.8% |
+574−269↑3032↓783 | 2026-05-15 | 2026-03-31 |
| 48 |
BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
|
PARIS, France | $205.81B | 17,681 | NVIDIA Corp2.7% Microsoft Corp2.3% Amazon.com Inc1.5% |
+464−322↑1994↓2093 | 2026-05-12 | 2026-03-31 |
| 49 |
AMERICAN CENTURY COMPANIES INC
CIK 748054
|
KANSAS CITY, MO | $194.27B | 2,830 | NVIDIA CORPORATION5.5% APPLE INC3.3% MICROSOFT CORP3.1% |
+140−121↑1350↓962 | 2026-05-15 | 2026-03-31 |
| 50 |
HSBC HOLDINGS PLC
CIK 873630
|
LONDON | $191.56B | 8,884 | NVIDIA CORPORATION3.7% APPLE INC3.1% MICROSOFT CORP2.6% |
+320−250↑877↓936 | 2026-04-30 | 2026-03-31 |
| 51 |
PRINCIPAL FINANCIAL GROUP INC
CIK 1126328
|
DES MOINES, IA | $187.24B | 4,452 | NVIDIA CORPORATION3.6% MICROSOFT CORP2.8% APPLE INC2.8% |
+134−137↑862↓785 | 2026-05-04 | 2026-03-31 |
| 52 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
|
BOSTON, MA | $184.75B | 1,810 | MICROSOFT CORP4.9% AMAZON COM INC3.7% BROADCOM INC3.1% |
+331−329↑684↓649 | 2026-05-14 | 2026-03-31 |
| 53 |
DODGE & COX
CIK 200217
|
SAN FRANCISCO, CA | $181.98B | 222 | Johnson Controls International PLC4.1% The Charles Schwab Corp.3.9% RTX Corp.3.8% |
+7−7↑82↓96 | 2026-05-14 | 2026-03-31 |
| 54 |
Sumitomo Mitsui Trust Group, Inc.
CIK 1475365
|
MINATO-KU, TOKYO, Japan | $175.06B | 1,080 | NVIDIA CORP6.7% APPLE INC5.5% MICROSOFT CORP3.7% |
+86−53↑504↓280 | 2026-07-30 | 2026-06-30 |
| 55 |
Swiss National Bank
CIK 1582202
|
ZURICH, Switzerland | $173.79B | 2,301 | NVIDIA CORPORATION7.2% APPLE INC6.3% MICROSOFT CORP4.4% |
+52−62↑937↓853 | 2026-05-07 | 2026-03-31 |
| 56 |
PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
|
PITTSBURGH, PA | $173.21B | 17,145 | ELI LILLY & CO26.6% ISHARES TR5.0% APPLE INC1.8% |
+243−236↑2160↓1749 | 2026-05-08 | 2026-03-31 |
| 57 |
D. E. Shaw & Co., Inc.
CIK 1009207
|
NEW YORK, NY | $166.31B | 5,804 | NVIDIA CORPORATION1.0% BOSTON SCIENTIFIC CORP0.8% BROADCOM INC0.7% |
+467−435↑1074↓1366 | 2026-05-15 | 2026-03-31 |
| 58 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 919079
|
SACRAMENTO, CA | $162.49B | 1,064 | VANGUARD INDEX FDS12.4% NVIDIA CORPORATION7.3% APPLE INC5.9% |
+26−48↑323↓526 | 2026-05-06 | 2026-03-31 |
| 59 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
|
MILWAUKEE, WI | $162.43B | 4,113 | ISHARES TR13.9% VANGUARD BD INDEX FDS6.1% ISHARES TR5.4% |
+568−462↑1661↓1187 | 2026-05-07 | 2026-03-31 |
| 60 |
VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
|
SAN ANTONIO, TX | $156.12B | 2,565 | NVIDIA CORPORATION3.7% APPLE INC3.0% MICROSOFT CORP2.5% |
+96−107↑947↓1033 | 2026-05-15 | 2026-03-31 |
| 61 |
CANADA PENSION PLAN INVESTMENT BOARD
CIK 1283718
|
TORONTO ONTARIO, Ontario, Canada | $155.03B | 1,680 | NVIDIA CORPORATION5.5% APPLE INC4.2% MICROSOFT CORP3.6% |
+95−386↑727↓672 | 2026-05-15 | 2026-03-31 |
| 62 |
SIMPLEX TRADING, LLC
CIK 1488542
|
CHICAGO, IL | $149.08B | 10,161 | NVIDIA CORPORATION0.2% AMAZON COM INC0.1% STATE STR SPDR S&P 500 ETF T0.1% |
+1128−964↑609↓833 | 2026-05-14 | 2026-03-31 |
| 63 |
Mitsubishi UFJ Asset Management Co., Ltd.
CIK 1466546
|
TOKYO | $148.96B | 1,618 | NVIDIA CORPORATION6.6% APPLE INC5.8% MICROSOFT CORP4.8% |
+21−29↑668↓628 | 2026-05-12 | 2026-03-31 |
| 64 |
Creative Planning
CIK 1540235
|
OVERLAND PARK, KS | $147.42B | 4,753 | ISHARES TR10.5% VANGUARD BD INDEX FDS6.0% VANGUARD TAX-MANAGED FDS5.2% |
+331−129↑2178↓950 | 2026-05-12 | 2026-03-31 |
| 65 |
JENNISON ASSOCIATES LLC
CIK 53417
|
NEW YORK, NY | $145.41B | 780 | NVIDIA CORPORATION8.6% AMAZON COM INC5.8% APPLE INC5.7% |
+81−93↑209↓227 | 2026-05-06 | 2026-03-31 |
| 66 |
FIRST TRUST ADVISORS LP
CIK 1125816
|
WHEATON, IL | $139.95B | 2,882 | NVIDIA CORPORATION1.3% CISCO SYS INC1.2% BROADCOM INC1.1% |
+119−141↑1210↓917 | 2026-05-13 | 2026-03-31 |
| 67 |
WOLVERINE TRADING, LLC
CIK 927337
|
CHICAGO, IL | $138.73B | 5,565 | SPDR S&P 500 ETF TR0.4% NVIDIA CORPORATION0.1% ISHARES TR0.1% |
+666−292↑547↓297 | 2025-11-14 | 2025-09-30 |
| 68 |
National Pension Service
CIK 1608046
|
JEONJU-SI, JEOLLABUK-DO | $131.68B | 562 | NVIDIA CORPORATION6.8% APPLE INC6.0% MICROSOFT CORP4.2% |
+20−19↑237↓213 | 2026-05-12 | 2026-03-31 |
| 69 |
Neuberger Berman Group LLC
CIK 1465109
|
NEW YORK, NY | $131.41B | 3,889 | NVIDIA CORP3.8% MICROSOFT CORP3.1% APPLE INC3.0% |
+169−117↑876↓791 | 2026-05-14 | 2026-03-31 |
| 70 |
FIL Ltd
CIK 318989
|
PEMBROKE, Bermuda | $128.75B | 1,826 | ROYAL BK CDA2.7% MICROSOFT CORP2.7% ALPHABET INC2.1% |
+177−90↑342↓476 | 2026-05-15 | 2026-03-31 |
| 71 |
PRIMECAP MANAGEMENT CO/CA/
CIK 763212
|
PASADENA, CA | $127.01B | 320 | ELI LILLY & CO6.7% MICRON TECHNOLOGY INC5.8% ALPHABET INC3.4% |
+9−8↑101↓143 | 2026-05-11 | 2026-03-31 |
| 72 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
|
BLOOMINGTON, IL | $126.86B | 197 | CATERPILLAR INC5.8% ELI LILLY & CO5.4% JOHNSON & JOHNSON4.2% |
+2−4↑51↓39 | 2026-05-13 | 2026-03-31 |
| 73 |
TWO SIGMA INVESTMENTS, LP
CIK 1179392
|
NEW YORK, NY | $123.93B | 4,546 | NVIDIA CORPORATION1.6% APPLE INC1.2% AMAZON COM INC1.1% |
+674−462↑1713↓1021 | 2026-05-15 | 2026-03-31 |
| 74 |
TD ASSET MANAGEMENT INC
CIK 1056053
|
MEMPHIS, TN | $123.25B | 1,702 | NVIDIA CORPORATION3.7% ROYAL BK CDA3.1% APPLE INC2.8% |
+87−89↑451↓503 | 2026-05-11 | 2026-03-31 |
| 75 |
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 1086619
|
LONDON, United Kingdom | $121.96B | 3,326 | NVIDIA CORPORATION4.5% ALPHABET INC3.8% APPLE INC3.7% |
+135−99↑405↓493 | 2026-05-14 | 2026-03-31 |
| 76 |
RHUMBLINE ADVISERS
CIK 1115418
|
BOSTON, MA | $116.90B | 4,151 | NVIDIA CORP COM6.3% APPLE INC COM STK5.6% MICROSOFT CORP COM4.1% |
+84−120↑1460↓1757 | 2026-05-12 | 2026-03-31 |
| 77 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 928047
|
CANADA, Ontario, Canada | $116.28B | 2,805 | MICROSOFT CORP3.6% NVIDIA CORPORATION2.9% AMAZON COM INC2.8% |
+102−147↑880↓1347 | 2026-05-15 | 2026-03-31 |
| 78 |
Swedbank AB
CIK 946431
|
STOCKHOLM, Sweden | $115.99B | 1,123 | NVIDIA CORPORATION7.5% APPLE INC5.0% MICROSOFT CORP4.7% |
+44−32↑399↓181 | 2026-07-15 | 2026-06-30 |
| 79 |
Clearbridge Investments, LLC
CIK 1348883
|
NEW YORK, NY | $114.89B | 794 | NVIDIA Corp4.9% Microsoft Corp3.0% Apple Inc2.9% |
+49−56↑248↓309 | 2026-05-13 | 2026-03-31 |
| 80 |
NATIONAL BANK OF CANADA /FI/
CIK 926171
|
MONTREAL, Quebec, Canada | $111.52B | 5,484 | NVIDIA CORPORATION4.2% APPLE INC2.5% MICROSOFT CORP2.2% |
+318−261↑855↓1018 | 2026-05-15 | 2026-03-31 |
| 81 |
STIFEL FINANCIAL CORP
CIK 720672
|
NEW YORK, NY | $108.79B | 8,981 | APPLE INC1.5% NVIDIA CORPORATION1.4% MICROSOFT CORP1.4% |
+215−156↑1382↓1241 | 2026-05-12 | 2026-03-31 |
| 82 |
1832 Asset Management L.P.
CIK 944388
|
TORONTO | $108.78B | 647 | TORONTO DOMINION BK ONT2.6% ROYAL BK CDA2.5% MICROSOFT CORP2.2% |
+70−116↑203↓254 | 2026-05-14 | 2026-03-31 |
| 83 |
SEI INVESTMENTS CO
CIK 350894
|
OAKS, PA | $108.45B | 6,108 | NVIDIA CORPORATION2.6% APPLE INC2.0% MICROSOFT CORP1.8% |
+254−144↑1814↓824 | 2026-05-13 | 2026-03-31 |
| 84 |
NORDEA INVESTMENT MANAGEMENT AB
CIK 1218210
|
STOCKHOLM, Sweden | $107.20B | 1,994 | NVIDIA CORPORATION3.5% APPLE INC3.1% MICROSOFT CORP2.5% |
+44−39↑270↓425 | 2026-05-13 | 2026-03-31 |
| 85 |
Pictet Asset Management Holding SA
CIK 1993888
|
GENEVA, Switzerland | $104.66B | 2,143 | NVIDIA CORPORATION4.1% ALPHABET INC2.8% BROADCOM INC2.7% |
+122−83↑1112↓594 | 2026-07-30 | 2026-06-30 |
| 86 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
CIK 1694217
|
FRANKFURT AM MAIN, Germany | $102.02B | 2,140 | MICROSOFT CORP5.3% APPLE INC4.8% NVIDIA CORPORATION4.0% |
+79−114↑436↓296 | 2026-05-04 | 2024-09-30 |
| 87 |
MARSHALL WACE, LLP
CIK 1318757
|
LONDON, United Kingdom | $100.41B | 6,623 | ISHARES-S&P 5008.4% ISHARES-S&P 5007.7% SPDR PORTFOLIO L2.8% |
+754−590↑958↓875 | 2026-05-15 | 2026-03-31 |
| 88 |
BAILLIE GIFFORD & CO
CIK 1088875
|
NEW YORK, NY | $97.89B | 906 | MercadoLibre3.8% NVIDIA3.7% Spotify Technology SA2.9% |
+16−11↑53↓172 | 2026-05-08 | 2026-03-31 |
| 89 |
VOYA INVESTMENT MANAGEMENT LLC
CIK 1068837
|
NEW YORK, NY | $96.10B | 3,717 | NVIDIA CORPORATION4.0% APPLE INC2.6% BROADCOM INC2.1% |
+85−145↑828↓1079 | 2026-05-12 | 2026-03-31 |
| 90 |
Boston Partners
CIK 1386060
|
BOSTON, MA | $95.47B | 1,772 | JPMORGAN CHASE & CO1.4% US FOODS HLDG CORP1.2% CENCORA INC1.1% |
+106−92↑279↓266 | 2026-05-11 | 2026-03-31 |
| 91 |
Allianz Asset Management GmbH
CIK 1535323
|
MUNICH, Germany | $95.38B | 3,758 | VENTURE GLOBAL INC4.2% NVIDIA CORPORATION3.8% APPLE INC3.0% |
+128−126↑613↓576 | 2026-05-11 | 2026-03-31 |
| 92 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
|
WEST SACRAMENTO, CA | $94.49B | 2,925 | NVIDIA CORP6.8% APPLE INC6.0% MICROSOFT CORP4.2% |
+20−149↑1342↓1150 | 2026-05-18 | 2026-03-31 |
| 93 |
HighTower Advisors, LLC
CIK 1462245
|
CHICAGO, IL | $94.22B | 3,796 | APPLE INC3.2% JOHNSON & JOHNSON2.7% ISHARES TR2.2% |
+350−198↑1474↓1164 | 2026-05-05 | 2026-03-31 |
| 94 |
Cetera Investment Advisers
CIK 1666741
|
SCHAUMBURG, IL | $94.00B | 4,790 | ISHARES TR3.0% APPLE INC1.9% NVIDIA CORPORATION1.8% |
+273−194↑1970↓1448 | 2026-05-13 | 2026-03-31 |
| 95 |
Russell Investments Group, Ltd.
CIK 1692234
|
SEATTLE, WA | $93.07B | 24,600 | NVIDIA CORPORATION2.1% APPLE INC1.7% MICROSOFT CORPORATION1.2% |
+213−155↑1815↓1634 | 2026-05-08 | 2026-03-31 |
| 96 |
Qube Research & Technologies Ltd
CIK 1729829
|
LONDON, United Kingdom | $89.93B | 3,481 | APPLE INC1.6% MICROSOFT CORP1.0% MICRON TECHNOLOGY INC0.8% |
+614−740↑1044↓884 | 2026-05-15 | 2026-03-31 |
| 97 |
Focus Partners Wealth
CIK 1542153
|
ST. LOUIS, MO | $89.91B | 2,644 | APPLE INC2.8% NVIDIA CORPORATION2.4% MICROSOFT CORP2.2% |
+234−235↑994↓808 | 2026-05-15 | 2026-03-31 |
| 98 |
Belvedere Trading LLC
CIK 1632341
|
CHICAGO, IL | $87.61B | 1,038 | NVIDIA CORPORATION0.5% MICRON TECHNOLOGY INC0.2% SANDISK CORP0.1% |
+215−116↑59↓50 | 2026-07-31 | 2026-06-30 |
| 99 |
BNP Paribas Asset Management Holding S.A.
CIK 1520354
|
NEW YORK, NY | $86.14B | 4,052 | NVIDIA CORPORATION3.3% APPLE INC2.6% MICROSOFT CORP2.2% |
+111−118↑2147 | 2026-05-14 | 2026-03-31 |
| 100 |
Mariner, LLC
CIK 1373442
|
NEW YORK, NY | $85.65B | 5,619 | NVIDIA CORPORATION5.0% APPLE INC4.9% ISHARES TR3.6% |
+396−375↑1504↓1100 | 2026-05-13 | 2026-03-31 |
About 13F Filings
What is Form 13F?
Form 13F-HR is a quarterly disclosure that institutional investment managers with over $100 million in qualifying assets must file with the SEC within 45 days of quarter end. It lists the manager's long positions in U.S. exchange-listed equities and certain options.
Caveats
- Long-only snapshot: 13F does not report short positions, cash, foreign holdings, fixed income, derivatives sized in notional, or private investments.
- 45-day lag: Holdings are reported up to 45 days after quarter end, so positions may have changed materially.
- "Hedge fund" is fuzzy: 13F filers include hedge funds, mutual funds, banks, insurance companies, and pensions. The form itself does not classify the type.
- AUM here = long-equity 13F book. Total firm AUM may be much larger.
Institutional Filer Directory
7251–7500 of 8225
Every 13F filer with a filing in the last four quarters and 10–5,000 reported positions, largest first by 13F long-equity book.
| Institution | State | 13F AUM | Positions | Latest Filing |
|---|---|---|---|---|
| Wisconsin Wealth Advisors, LLC | WI | $116.70M | 90 | 2026-07-07 |
| V. M. MANNING & CO., INC. | SC | $116.66M | 53 | 2026-07-13 |
| Godfrey Financial Associates, Inc. | NY | $116.53M | 1122 | 2026-05-12 |
| Severin Investments, LLC | MO | $116.49M | 171 | 2026-04-24 |
| Journey Beyond Wealth, LLC | GA | $116.43M | 29 | 2026-04-28 |
| McKinney Capital Management, LLC | TX | $116.43M | 46 | 2026-05-14 |
| KITCHING PARTNERS, LLC | PA | $116.38M | 45 | 2026-07-30 |
| Pursuit Wealth Management LLC | NC | $116.37M | 118 | 2026-01-26 |
| Financially in Tune, LLC | MA | $116.30M | 77 | 2026-04-22 |
| Monetary Solutions, Ltd | OH | $116.12M | 397 | 2026-07-23 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | CT | $116.05M | 77 | 2026-07-14 |
| Alexander Randolph Advisory, Inc. | VA | $116.00M | 54 | 2026-05-07 |
| RM Financial Services, LLC | ME | $115.95M | 75 | 2026-05-14 |
| SFI Advisors, LLC | NJ | $115.91M | 55 | 2026-07-27 |
| Hershey Financial Advisers, LLC | PA | $115.80M | 124 | 2026-05-06 |
| Wilmar Advisors LLC | — | $115.67M | 27 | 2026-05-14 |
| Vistica Wealth Advisors, LLC | CA | $115.58M | 54 | 2026-07-27 |
| Arthedge Capital Management, LLC | — | $115.49M | 11 | 2026-05-15 |
| RD Lewis Holdings, Inc. | FL | $115.46M | 86 | 2026-04-14 |
| Dala Group, LLC | IL | $115.44M | 72 | 2026-06-18 |
| US Asset Management LLC | PA | $115.42M | 117 | 2026-06-10 |
| Jefferson Bridge Capital, LLC | TN | $115.41M | 53 | 2026-07-21 |
| Investment Insight Wealth Management, LLC | TX | $115.41M | 44 | 2026-07-27 |
| Quattro Advisors LLC | TX | $115.38M | 51 | 2026-05-15 |
| NewCorp Financial Services, Inc. | GA | $115.36M | 50 | 2026-04-23 |
| RAFFLES ASSOCIATES LP | NY | $115.26M | 49 | 2026-05-15 |
| VISION FINANCIAL MARKETS LLC | — | $115.25M | 413 | 2026-07-24 |
| Perissos Private Wealth Management, LLC | OK | $115.21M | 72 | 2026-05-08 |
| Noble Wealth Partners LLC | — | $115.13M | 77 | 2026-07-24 |
| Carter Financial, LLC | IL | $114.99M | 28 | 2026-05-13 |
| Potomac Capital Management, Inc. | MD | $114.98M | 67 | 2026-05-14 |
| Ativo Capital Management LLC | IL | $114.95M | 55 | 2026-05-01 |
| Palatine Hill Wealth Management, LLC | — | $114.87M | 48 | 2026-05-08 |
| MRP Capital Investments, LLC | GA | $114.79M | 210 | 2026-05-14 |
| Dedeker Financial LLC | MN | $114.74M | 50 | 2026-04-15 |
| Urban Wealth Management, LLC | — | $114.72M | 107 | 2026-07-23 |
| Bey-Douglas LLC | GA | $114.64M | 56 | 2026-05-12 |
| Summerhill Capital Management lnc. | — | $114.60M | 35 | 2026-04-22 |
| Cedrus Wealth Group LLC | MN | $114.51M | 51 | 2026-07-30 |
| Rosenthal {-} Henry Capital Advisors, Inc. | IN | $114.35M | 48 | 2026-07-28 |
| Kelsey Financial, LLC | CA | $114.35M | 63 | 2026-05-06 |
| Kailix Advisors LLC | FL | $114.34M | 10 | 2026-04-30 |
| JBGlobal.com LLC | NY | $114.34M | 32 | 2026-07-07 |
| Vavra Capital Management, LLC | — | $114.28M | 22 | 2026-07-23 |
| Shepherd Street Advisors LLC | CA | $113.94M | 86 | 2026-07-24 |
| Nitorum Capital, L.P. | NY | $113.92M | 20 | 2026-05-15 |
| Barrier Capital Management, LLC | CA | $113.88M | 16 | 2026-05-15 |
| SURIENCE PRIVATE WEALTH LLC | WA | $113.70M | 45 | 2026-07-24 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | PA | $113.65M | 44 | 2026-07-16 |
| Bristlecone Value Partners, LLC | CA | $113.64M | 68 | 2026-05-08 |
| IFC & Insurance Marketing, Inc. | CA | $113.57M | 78 | 2026-07-09 |
| Eagle Bay Advisors LLC | NY | $113.33M | 127 | 2026-04-24 |
| Titan Investment Management LLC | CT | $113.32M | 37 | 2026-04-28 |
| Andina Capital Management, LLC | UT | $113.06M | 119 | 2026-04-17 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | WI | $113.04M | 82 | 2026-05-15 |
| Clear Point Advisors Inc. | NY | $112.84M | 93 | 2026-07-29 |
| MATTERS CAPITAL LLC | FL | $112.83M | 64 | 2026-05-12 |
| Objective Capital Management, LLC | — | $112.68M | 103 | 2026-07-20 |
| University of Wisconsin Foundation | — | $112.65M | 10 | 2026-05-14 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | DC | $112.62M | 56 | 2026-05-12 |
| TRUSTCO BANK CORP N Y | — | $112.61M | 135 | 2026-05-13 |
| Momentum Wealth Planning, LLC | — | $112.54M | 36 | 2026-05-07 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | — | $112.51M | 82 | 2026-05-14 |
| Broyhill Asset Management, LLC | NC | $112.47M | 77 | 2026-08-04 |
| Veradace Capital Management LLC | TX | $112.45M | 27 | 2026-05-14 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | VA | $112.41M | 38 | 2026-05-12 |
| Vericrest Private Wealth | PA | $112.39M | 46 | 2026-07-28 |
| Chicago Capital Management, LLC | IL | $112.30M | 27 | 2026-07-22 |
| Parrish Capital LLC | GA | $112.20M | 86 | 2026-04-28 |
| DIKER MANAGEMENT LLC | NY | $112.14M | 42 | 2026-05-15 |
| Luma Capital S.A. - SPF | — | $112.13M | 12 | 2026-07-08 |
| ACTION POINT FINANCIAL PLANNING, LLC | — | $112.10M | 242 | 2026-05-07 |
| Traub Capital Management LLC | MA | $112.09M | 132 | 2026-07-23 |
| Graetz Wealth LLC | MI | $112.02M | 80 | 2026-04-30 |
| BANTA ASSET MANAGEMENT LP | CA | $111.99M | 20 | 2026-07-22 |
| Crescent Sterling, Ltd. | LA | $111.80M | 85 | 2026-07-07 |
| Jacobs Equity LLC | UT | $111.77M | 105 | 2026-05-14 |
| Stonebridge Wealth Management, LLC | IL | $111.70M | 37 | 2026-07-17 |
| Guardian Capital, LLC | CA | $111.69M | 88 | 2026-02-05 |
| truNorth Financial Services, Inc. | PA | $111.68M | 59 | 2026-07-30 |
| Smith Partners Wealth Management, LLC | NC | $111.64M | 76 | 2026-05-11 |
| Three Bearings Fiduciary Advisors, Inc. | — | $111.60M | 312 | 2026-07-09 |
| RAMSEY QUANTITATIVE SYSTEMS | KY | $111.59M | 60 | 2026-07-10 |
| Financial Concepts Unlimited, Inc. | — | $111.59M | 44 | 2026-05-05 |
| RCW Management, LLC | FL | $111.54M | 68 | 2026-07-21 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | CA | $111.50M | 100 | 2026-07-28 |
| CHIRON CAPITAL MANAGEMENT, LLC | NY | $111.49M | 136 | 2026-07-21 |
| OBSIDIAN CIO, LLC | — | $111.44M | 217 | 2026-05-11 |
| Wagner Wealth Management, Corp | CO | $111.40M | 103 | 2026-05-05 |
| Hestia Capital Management, LLC | PA | $111.38M | 17 | 2026-05-08 |
| Niles Investment Management, LLC | FL | $111.35M | 25 | 2026-05-15 |
| Fortitude Financial, LLC | WA | $111.29M | 28 | 2026-07-09 |
| Integrity Wealth Partners, LLC | OR | $111.10M | 99 | 2026-04-27 |
| Putney Financial Group LLC | CA | $111.06M | 78 | 2026-07-21 |
| Capital Developers, LLC | NC | $111.04M | 52 | 2026-05-08 |
| J. Mark Nickell & Co. | TN | $110.72M | 32 | 2026-05-20 |
| Bolthouse Investments, LLC | CA | $110.62M | 70 | 2026-04-28 |
| Independent Wealth Advisors LLC | MI | $110.51M | 77 | 2026-07-27 |
| SHUTTLEWORTH & Co | OH | $110.51M | 52 | 2026-05-20 |
| Clarion Wealth Managment Partners, LLC | — | $110.37M | 84 | 2026-05-08 |
| Karras Company, Inc. | UT | $110.33M | 61 | 2026-07-23 |
| Minot DeBlois Advisors LLC | MA | $110.23M | 226 | 2026-05-08 |
| AWH Capital, L.P. | TX | $110.10M | 20 | 2026-05-15 |
| nVerses Capital, LLC | FL | $110.04M | 348 | 2026-05-13 |
| Thayer Financial, L.L.C. | MD | $110.03M | 33 | 2026-07-08 |
| Forefront Analytics, LLC | PA | $109.95M | 39 | 2026-05-13 |
| DECISION INVESTMENTS, INC | CA | $109.85M | 149 | 2026-07-13 |
| OakTrust Wealth Advisors, LLC | — | $109.85M | 68 | 2026-04-23 |
| Masterton Capital Management, LP | NY | $109.81M | 19 | 2026-05-15 |
| NWM ADVISORS, LLC | CA | $109.78M | 23 | 2026-05-13 |
| Q Fund Management (Hong Kong) Ltd | — | $109.55M | 26 | 2026-07-22 |
| Bretton Capital Management, LLC | CA | $109.33M | 18 | 2026-05-04 |
| KDK Private Wealth Management, LLC | TX | $109.30M | 60 | 2026-04-29 |
| Sensenig Capital Advisors, Inc | PA | $109.25M | 36 | 2026-07-17 |
| Cornerstone Financial Management LLC | VA | $109.02M | 1311 | 2026-05-08 |
| Simcoe Capital LLC | NY | $109.00M | 31 | 2026-05-08 |
| WealthSpring Partners, LLC | NY | $108.99M | 72 | 2026-04-21 |
| PeakShares LLC | FL | $108.95M | 116 | 2026-05-06 |
| Heronetta Management, L.P. | NY | $108.93M | 15 | 2026-07-28 |
| Payne Capital LLC | NY | $108.92M | 55 | 2026-04-20 |
| Kassira Wealth Management LLC | — | $108.87M | 59 | 2026-05-01 |
| Board of the Pension Protection Fund | — | $108.76M | 156 | 2026-04-27 |
| Sherman Asset Management, Inc. | CA | $108.70M | 154 | 2026-05-05 |
| H Squared Management LP | NY | $108.51M | 14 | 2026-05-14 |
| PMG Family Office LLC | TX | $108.50M | 114 | 2026-07-16 |
| Unified Investment Management | GA | $108.48M | 145 | 2026-07-27 |
| Grange Capital, LLC | OR | $108.48M | 54 | 2026-07-28 |
| RED REEF ADVISORS LLC | FL | $108.43M | 183 | 2026-07-23 |
| Finhabits Advisors LLC | NY | $108.38M | 15 | 2026-05-06 |
| Yanni & Associates Investment Advisors, LLC | PA | $108.37M | 34 | 2026-07-09 |
| Norris Financial Group, LLC | SC | $108.36M | 55 | 2026-06-02 |
| Mission Financial Group, LLC | NV | $108.31M | 146 | 2026-05-12 |
| Prospect Financial Group LLC | FL | $108.31M | 63 | 2026-05-06 |
| Unify Financial Advisors | FL | $108.29M | 90 | 2026-07-21 |
| SPWM Advisors LLC | MI | $108.25M | 90 | 2026-07-24 |
| Cypress Capital Management LLC (WY) | — | $108.13M | 205 | 2026-05-08 |
| PARK CIRCLE Co | — | $107.96M | 51 | 2026-05-14 |
| Investors Portfolio Services LLC | WA | $107.89M | 717 | 2026-05-14 |
| Heights Point Management, LP | NY | $107.86M | 21 | 2026-05-15 |
| SFAM, LLC | IL | $107.82M | 269 | 2026-05-04 |
| Central Asset Investments & Management Holdings (HK) Ltd | — | $107.58M | 24 | 2026-05-08 |
| Ursa Fund Management, LLC | CA | $107.53M | 20 | 2026-05-15 |
| Bedminster, LLC | CT | $107.48M | 53 | 2026-04-27 |
| Retireful, LLC | — | $107.47M | 81 | 2026-07-22 |
| Ponta Wealth Partners, LLC | FL | $107.34M | 115 | 2026-02-03 |
| Accuvest Global Advisors | UT | $107.23M | 57 | 2026-05-11 |
| LRT Capital Management, LLC | — | $107.18M | 90 | 2026-05-15 |
| Seal Cove Capital, LLC | — | $107.14M | 79 | 2026-05-15 |
| Elevation Advisory Partners LLC | OR | $107.14M | 97 | 2026-05-08 |
| Burkett Asset Management Ltd | — | $106.98M | 59 | 2026-07-28 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | — | $106.96M | 145 | 2026-05-15 |
| Fullerton Advisors, LLC | CA | $106.93M | 54 | 2026-07-27 |
| APEIRON CAPITAL Ltd | — | $106.92M | 13 | 2026-04-22 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | FL | $106.89M | 35 | 2026-05-15 |
| Hardworking Capital Advisors, LLC | CA | $106.84M | 83 | 2026-05-08 |
| Explore Capital Management, LLC | TX | $106.75M | 11 | 2026-05-12 |
| Intentional Wealth Strategies, LLC | CO | $106.65M | 68 | 2026-07-28 |
| Oregon Pacific Wealth Management, LLC | OR | $106.59M | 156 | 2026-07-22 |
| Ebert Capital Management Inc. | CA | $106.56M | 28 | 2026-07-08 |
| CFG Wealth Management Services, Inc. | IN | $106.55M | 80 | 2026-07-15 |
| STF Management LP | TX | $106.55M | 101 | 2026-02-05 |
| CURTIS WEALTH MANAGEMENT LLC | NV | $106.51M | 50 | 2026-05-08 |
| Financial Management, Inc. | — | $106.46M | 39 | 2026-07-02 |
| Corient IA LLC | FL | $106.37M | 279 | 2026-05-14 |
| October Effect Ltd | VA | $106.35M | 64 | 2026-07-21 |
| Colter Lewis Investment Partners LLC | CT | $106.33M | 111 | 2026-05-15 |
| Plus Group Wealth Advisors LLC | WI | $106.33M | 48 | 2026-07-13 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | GA | $106.16M | 22 | 2026-05-07 |
| Calder Financial LLC | MI | $106.15M | 43 | 2026-07-07 |
| Valtrion Capital Management, LLC | TN | $106.07M | 93 | 2026-05-15 |
| SNOWWATER INVESTMENT PARTNERS, LLC | — | $106.06M | 89 | 2026-05-15 |
| CONTINENTAL INVESTORS SERVICES, INC. | WA | $105.84M | 81 | 2026-05-15 |
| KEMPNER CAPITAL MANAGEMENT INC. | TX | $105.83M | 43 | 2026-01-12 |
| KIDS CAPITAL MANAGEMENT, L.P. | CA | $105.74M | 12 | 2026-05-15 |
| Elevated Private Wealth, LLC | — | $105.68M | 76 | 2026-07-30 |
| Trask Adam Roland | — | $105.68M | 190 | 2026-05-15 |
| Ishara Investments LP | CA | $105.63M | 37 | 2026-05-15 |
| LITTLEJOHN & CO LLC | CT | $105.62M | 18 | 2026-05-14 |
| Bayhunt Capital LLC | CA | $105.57M | 20 | 2026-05-15 |
| Hyposwiss Advisors SA | — | $105.54M | 105 | 2026-07-21 |
| Timmons Wealth Management, LLC | MA | $105.52M | 73 | 2026-05-11 |
| AUCTUS ADVISORS LLC | NC | $105.41M | 29 | 2026-04-24 |
| Villanova Investment Management Co LLC | PA | $105.38M | 56 | 2026-07-28 |
| Aldebaran Financial Inc. | TN | $105.29M | 76 | 2026-05-14 |
| Sentinel Dome Partners, LLC | CA | $105.10M | 29 | 2026-05-15 |
| Helium Advisors LLC | WA | $105.10M | 93 | 2026-05-05 |
| ALPHA CAPITAL ADVISORS INC /ADV | — | $105.08M | 32 | 2026-05-27 |
| NORTHLAND SECURITIES, INC. | MN | $105.05M | 108 | 2026-05-04 |
| Safe Harbor Fiduciary, LLC | FL | $105.01M | 56 | 2026-05-15 |
| American National Bank of Texas | — | $104.94M | 63 | 2026-04-09 |
| Expressive Wealth LLC | IL | $104.91M | 130 | 2026-05-11 |
| Weaver C. Barksdale & Associates, Inc. | TN | $104.87M | 62 | 2026-05-14 |
| PALLADIEM, LLC | PA | $104.79M | 166 | 2026-05-06 |
| Signet Private Wealth LLC | IL | $104.74M | 118 | 2026-04-29 |
| McLaughlin Asset Management, Inc. | IL | $104.62M | 91 | 2026-04-29 |
| HANSEATIC MANAGEMENT SERVICES INC | NM | $104.47M | 80 | 2026-05-06 |
| Jeter Robert S II | — | $104.37M | 47 | 2026-07-14 |
| Strategic Financial Group, LLC | MA | $104.37M | 19 | 2026-07-13 |
| BFI Wealth Solutions, LLC | TX | $104.26M | 75 | 2026-05-15 |
| Xena Financial Planning, LLC | OR | $104.24M | 38 | 2026-07-22 |
| Expect Equity LLC | MD | $104.19M | 48 | 2026-05-15 |
| Trailhead Planners LLC | MN | $104.19M | 49 | 2026-05-06 |
| J.M. Arbour, LLC | ME | $104.17M | 190 | 2026-04-21 |
| Aznar Financial Advisors, LLC | — | $104.08M | 31 | 2026-02-19 |
| FinArc Investments, Inc. | MA | $103.91M | 43 | 2026-05-20 |
| Birchwood Financial Partners, Inc. | MN | $103.72M | 348 | 2026-05-05 |
| SCALAR GAUGE MANAGEMENT, LLC | TX | $103.69M | 26 | 2026-05-15 |
| Dai-ichi Life Holdings, Inc. | — | $103.64M | 21 | 2025-11-14 |
| Reality Financial Planning Services, LLC | FL | $103.63M | 20 | 2026-04-24 |
| Kroeger Financial Partners | — | $103.48M | 141 | 2026-07-27 |
| Ruggiero Investments, Inc. | FL | $103.42M | 78 | 2026-05-12 |
| Townsend Financial Planning, LLC | KY | $103.34M | 29 | 2026-04-29 |
| MY Wealth Management Inc. | MD | $103.34M | 26 | 2026-05-04 |
| Dalton Investments, Inc. | CA | $103.33M | 17 | 2026-05-12 |
| Safe Harbor Wealth Advisors, LLC | OH | $103.29M | 96 | 2026-02-13 |
| SVRN Asset Management, LLC | TX | $103.27M | 37 | 2026-05-13 |
| Shelter Rock Management, LLC | NY | $103.12M | 37 | 2026-07-13 |
| UG Investment Advisers Ltd. | — | $103.11M | 10 | 2026-07-23 |
| Alan B Lancz & Associates, Inc. | OH | $103.05M | 129 | 2026-05-05 |
| Generations Wealth, LLC | OH | $102.99M | 29 | 2026-05-05 |
| J. Team Financial, Inc. | TX | $102.94M | 102 | 2026-07-27 |
| Rangeley Capital, LLC | CT | $102.92M | 138 | 2026-05-15 |
| Peoples Bank/KS | — | $102.88M | 98 | 2026-07-10 |
| Stoic Point Capital Management LLC | CA | $102.78M | 63 | 2026-05-18 |
| Investment Management Trust, LLC | — | $102.60M | 81 | 2026-04-24 |
| VIMA LLC | — | $102.59M | 377 | 2026-07-24 |
| LANGLEY WEALTH MANAGEMENT, LLC | — | $102.54M | 130 | 2026-08-10 |
| Sulzberger Capital Advisors, Inc. | FL | $102.43M | 53 | 2026-07-17 |
| Sherry Group, Inc. | AR | $102.41M | 53 | 2026-07-16 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | ID | $102.40M | 56 | 2026-04-23 |
| Redwood Family Wealth LLC | TX | $102.38M | 102 | 2026-05-14 |
| Closed-End Fund Advisors, Inc. | — | $102.37M | 163 | 2026-07-27 |
| Valued Retirements, Inc. | TX | $102.32M | 90 | 2026-05-13 |
| Parsonex Advisory Services, Inc. | CO | $102.28M | 56 | 2026-05-12 |
| Good Harbor Advisors, Inc. | MA | $102.23M | 87 | 2026-07-17 |
| Stembrook Asset Management, LLC | NJ | $102.13M | 48 | 2026-05-13 |
| Laurus Global Equity Management Inc. | — | $102.13M | 45 | 2026-04-01 |
| PARTNERS WEALTH MANAGEMENT, LLC | CA | $102.01M | 108 | 2026-07-21 |
| Brown University | — | $101.85M | 11 | 2026-05-01 |
| Marble Bar Asset Management LLP | — | $101.85M | 30 | 2026-05-14 |
| Blom & Howell Financial Planning, Inc. | — | $101.85M | 61 | 2026-07-10 |
| OFC FINANCIAL PLANNING, LLC | — | $101.77M | 57 | 2026-05-07 |
| JMN Financial LLC | — | $101.76M | 189 | 2026-05-15 |
| Hutchinson Financial Advisors, INC | CA | $101.74M | 67 | 2025-10-14 |
| Gem Investment Advisors, LLC | IL | $101.68M | 35 | 2026-05-15 |
| Green Alpha Advisors, LLC | CO | $101.55M | 107 | 2026-04-07 |
| Englebert Financial Advisers, LLC | PA | $101.55M | 65 | 2026-07-22 |
| Obion Capital Management LP | FL | $101.41M | 15 | 2026-05-15 |
| Pacific Capital Partners Ltd | CA | $101.35M | 38 | 2026-04-09 |
| Vista Cima Wealth Management LLC | — | $101.23M | 48 | 2026-05-13 |