HolderBook

All filers

Every institutional manager that has filed a Form 13F. A firm can appear more than once: each SEC filer identity has its own CIK, and a group that restructures stops filing under one and starts under another. Page 10 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
Atalan Capital Partners, LP1662906$1.6B9last filed Q2 2026
CORDA Investment Management, LLC.1545812$1.6B85last filed Q2 2026
LYELL WEALTH MANAGEMENT, LP1686444$1.6B232last filed Q2 2026
Quent Capital, LLC1912338$1.6B1,649last filed Q2 2026
Sage Mountain Advisors LLC1832274$1.6B304last filed Q2 2026
Avalon Trust Co1798150$1.6B462last filed Q2 2026
WESTPAC BANKING CORP719245$1.6B498last filed Q2 2026
OLD MISSION CAPITAL, LLC1431146$1.6B510last filed Q4 2020
Everhart Financial Group, Inc.1852858$1.6B495Q3 2026
Strategy Capital LLC1592413$1.6B11last filed Q2 2026
Clear Harbor Asset Management, LLC1511857$1.6B443last filed Q2 2026
Morningstar Investment Management LLC1673385$1.6B317last filed Q2 2026
NAPLES GLOBAL ADVISORS, LLC1582151$1.6B466last filed Q2 2026
Capital Investment Advisory Services, LLC1659203$1.6B1,301last filed Q2 2026
FRONTIER INVESTMENT MGMT CO1316539$1.6B274last filed Q2 2020
Coastal Bridge Advisors, LLC1665976$1.6B469last filed Q2 2026
Strategic Wealth Partners, Ltd.1720777$1.6B1,460last filed Q2 2026
Cortina Asset Management, LLC1325312$1.6B174last filed Q2 2019
TDAM USA INC.1115941$1.6B240last filed Q4 2021
Recurrent Investment Advisors LLC1803146$1.6B71last filed Q2 2026
Sound View Wealth Advisors Group, LLC1784777$1.6B440last filed Q2 2026
RMR Wealth Builders1803848$1.6B316last filed Q2 2026
BTG Pactual Asset Management US LLC1569579$1.6B418last filed Q2 2026
BLUESTEIN R H & CO LLC884314$1.6B340last filed Q3 2022
DDD Partners, LLC1729673$1.6B164last filed Q2 2026
Good Life Advisors, LLC1696260$1.6B501last filed Q2 2025
Moss Adams Wealth Advisors LLC1661245$1.6B307last filed Q2 2026
Investure, LLC1476993$1.6B17last filed Q2 2026
IMA Advisory Services, Inc.1455495$1.6B1,384last filed Q2 2026
ALPINE ASSOCIATES MANAGEMENT INC.1396835$1.6B66last filed Q2 2026
AVITY INVESTMENT MANAGEMENT INC.926834$1.6B120Q3 2026
Beaird Harris Wealth Management, LLC1908938$1.6B707last filed Q2 2026
Global Financial Private Capital, Inc1704642$1.6B376last filed Q2 2020
VESTOR CAPITAL, LLC1132699$1.6B276last filed Q2 2026
Devon Energy Corp/DE1090012$1.6B2last filed Q2 2026
Janney Capital Management LLC1569855$1.6B253last filed Q4 2025
Asset Dedication, LLC1475896$1.6B1,242last filed Q2 2026
NEA Management Company, LLC1512848$1.6B26last filed Q2 2026
Cryder Capital Partners LLP1633969$1.6B10last filed Q2 2026
AIGH Capital Management LLC1835943$1.6B45last filed Q2 2026
SVB WEALTH LLC1626116$1.6B384last filed Q2 2026
GSA CAPITAL PARTNERS LLP1362033$1.6B1,692last filed Q2 2026
YHB Investment Advisors, Inc.1469219$1.6B314Q3 2026
Wealthquest Corp1632968$1.6B177last filed Q2 2026
Zions Bancorporation, N.A.1666757$1.6B862last filed Q4 2024
PPSC Investment Service Corp1964389$1.6B8last filed Q2 2026
BALASA DINVERNO & FOLTZ LLC1308757$1.6B336last filed Q3 2022
Sunbelt Securities, Inc.1632932$1.6B2,953last filed Q1 2026
Falcon Wealth Planning1839850$1.6B244last filed Q2 2026
Lynrock Lake LP1734341$1.6B27last filed Q2 2026
Blue Chip Partners, LLC1632801$1.6B184last filed Q2 2026
ASHMORE WEALTH MANAGEMENT LLC1568887$1.6B28last filed Q3 2019
Rockwood Wealth Management, LLC1983670$1.6B132last filed Q2 2026
Ranger Investment Management, L.P.1319691$1.6B83last filed Q2 2026
Kapitalo Investimentos Ltda1798686$1.6B54last filed Q2 2026
ION Fund Management Ltd2105906$1.6B55last filed Q2 2026
Penn Capital Management Company, LLC1158202$1.6B185last filed Q2 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC1845930$1.6B78last filed Q2 2026
BANK PICTET & CIE (ASIA) LTD1599469$1.6B96last filed Q2 2024
AlphaStar Capital Management, LLC1633857$1.6B280last filed Q2 2026
Beaumont Financial Advisors, LLC1957394$1.6B383last filed Q2 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd1620943$1.6B289last filed Q2 2026
Stonebridge Capital Advisors LLC1600035$1.6B215last filed Q2 2026
Dorsey Asset Management, LLC1671657$1.6B11last filed Q2 2026
Main Street Financial Solutions, LLC1763350$1.6B595last filed Q2 2026
P/E Global LLC1910344$1.6B8last filed Q2 2026
Heitman Real Estate Securities LLC1080117$1.6B57last filed Q2 2026
RVW Wealth, LLC1756543$1.6B185Q3 2026
HoldCo Asset Management, LP1724246$1.6B29last filed Q2 2026
PHILADELPHIA TRUST CO1110806$1.6B269last filed Q2 2026
Hardy Reed LLC1761871$1.6B252last filed Q2 2026
Fullerton Fund Management Co Ltd.1592746$1.6B119last filed Q2 2026
Shay Capital LLC1723643$1.6B421last filed Q2 2026
Clear Creek Financial Management, LLC1784235$1.6B642last filed Q2 2026
CREDIT INDUSTRIEL ET COMMERCIAL1274419$1.6B246last filed Q2 2026
Parvus Asset Management Jersey Ltd2061470$1.6B1last filed Q2 2026
EARNED WEALTH ADVISORS, LLC1905663$1.6B310last filed Q2 2026
DARK FOREST CAPITAL MANAGEMENT LP1853322$1.5B777last filed Q2 2026
VICUS CAPITAL1544806$1.5B268last filed Q2 2026
TITLEIST ASSET MANAGEMENT, LLC1977759$1.5B424Q3 2026
COZAD ASSET MANAGEMENT INC709428$1.5B453last filed Q2 2026
Bouchey Financial Group, Ltd.1599054$1.5B191last filed Q2 2026
Cumberland Partners Ltd1578985$1.5B153last filed Q2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.1536186$1.5B625last filed Q2 2026
SMITH, MOORE & CO.200724$1.5B586last filed Q2 2026
Abundance Wealth Counselors1767080$1.5B314last filed Q2 2026
Flagship Pioneering, LLC1400240$1.5B5last filed Q2 2026
Stony Point Capital LLC1776023$1.5B30last filed Q2 2026
AdvicePeriod, LLC1634228$1.5B85last filed Q2 2021
WEALTHSOURCE PARTNERS, LLC1674623$1.5B500last filed Q4 2023
Segantii Capital Management Ltd1544676$1.5B93last filed Q1 2024
KANAWHA CAPITAL MANAGEMENT LLC1164478$1.5B228last filed Q2 2026
HOLLENCREST CAPITAL MANAGEMENT1161722$1.5B1,191last filed Q2 2026
FARR MILLER & WASHINGTON LLC/DC1034184$1.5B187last filed Q3 2021
UNICOM Systems, Inc.1996154$1.5B39last filed Q2 2026
Callodine Capital Management, LP1741675$1.5B62last filed Q2 2026
ZEKE CAPITAL ADVISORS, LLC1469528$1.5B476last filed Q4 2022
Alaska Permanent Capital Management, LLC1426771$1.5B41last filed Q2 2026
M.D. Sass, LLC922940$1.5B38last filed Q2 2026
BALDWIN WEALTH PARTNERS LLC/MA1021258$1.5B234last filed Q2 2026
Adero Partners, LLC1800593$1.5B259last filed Q1 2025
Point72 (DIFC) Ltd2017863$1.5B1,003last filed Q3 2025
Kontiki Capital Management (HK) Ltd.1713390$1.5B7last filed Q2 2026
MANGROVE PARTNERS IM, LLC1535392$1.5B426last filed Q2 2026
Geller Advisors LLC1354739$1.5B253last filed Q4 2024
DEAN INVESTMENT ASSOCIATES, LLC846797$1.5B193last filed Q2 2026
HPS Investment Partners, LLC1670185$1.5B2last filed Q2 2025
Atika Capital Management LLC1599731$1.5B75last filed Q2 2026
Adelante Capital Management LLC1067926$1.5B42last filed Q2 2026
NEXT Financial Group, Inc1616654$1.5B2,844last filed Q4 2021
MARCO INVESTMENT MANAGEMENT LLC1080493$1.5B245last filed Q2 2026
ALGEBRIS (UK) LTD1700286$1.5B73last filed Q2 2026
Wellspring Financial Advisors, LLC1811308$1.5B288last filed Q2 2026
Styrax Capital, LP1904897$1.5B18last filed Q2 2026
DLD Asset Management, LP1578299$1.5B436last filed Q2 2026
Fairmount Funds Management LLC1802528$1.5B12last filed Q2 2026
Hodges Capital Management Inc.1337263$1.5B223last filed Q2 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI1033974$1.5B160Q3 2026
NBT BANK, N.A.898413$1.5B1,069last filed Q2 2026
RUSH ISLAND MANAGEMENT, LP1736465$1.5B22last filed Q2 2026
MERITAGE PORTFOLIO MANAGEMENT881432$1.5B318last filed Q4 2025
Tensor Edge Capital, LLC2096531$1.5B18last filed Q2 2026
Hikari Tsushin, Inc.1423673$1.5B76last filed Q2 2026
Perennial Investment Advisors, LLC1801523$1.5B561last filed Q2 2026
Fusion Family Wealth, LLC1696209$1.5B50last filed Q2 2026
BANK HAPOALIM BM902528$1.5B117last filed Q2 2026
First Heartland Consultants, Inc.1428793$1.5B592Q3 2026
Emerald Investment Advisers, LLC2127823$1.5B268last filed Q2 2026
Herr Investment Group LLC1922235$1.5B69last filed Q2 2024
CFS Investment Advisory Services, LLC1845688$1.5B357last filed Q2 2026
Advisor OS, LLC1767580$1.5B586last filed Q2 2026
Mill Capital Management, LLC1901166$1.5B128last filed Q2 2026
NEXPOINT ASSET MANAGEMENT, L.P.1469877$1.5B69last filed Q2 2026
Ethos Financial Group, LLC1954242$1.5B648last filed Q2 2026
Johns Hopkins University1764756$1.5B18last filed Q2 2026
N.E.W. Advisory Services LLC1803456$1.5B980last filed Q2 2026
SWF LLC2065728$1.5B14last filed Q2 2026
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV746504$1.5B906last filed Q3 2021
Tandem Investment Advisors, Inc.1694284$1.5B68last filed Q2 2026
ProVise Management Group, LLC1305707$1.5B282last filed Q2 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC1965241$1.5B431last filed Q2 2026
LEVIN CAPITAL STRATEGIES, L.P.1354821$1.5B258last filed Q2 2026
Aristotle Capital Boston, LLC1633911$1.5B119last filed Q2 2026
FAIRHOLME CAPITAL MANAGEMENT LLC1056831$1.5B13last filed Q2 2026
Redmile Group, LLC1425738$1.5B39last filed Q2 2026
Main Management LLC1583092$1.5B95last filed Q2 2026
WBH ADVISORY INC1259671$1.5B363last filed Q2 2026
Gemmer Asset Management LLC1607825$1.5B187last filed Q2 2026
MARK ASSET MANAGEMENT LP860176$1.5B36last filed Q2 2026
PETREDIS INVESTMENT ADVISORS LLC1964544$1.5B114last filed Q2 2026
Winthrop Advisory Group LLC1739043$1.5B226last filed Q2 2026
NICOLET ADVISORY SERVICES, LLC1775863$1.5B421last filed Q4 2025
Andar Capital Management HK Ltd1805591$1.5B13last filed Q2 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.1710477$1.5B184last filed Q2 2026
TRANSCEND CAPITAL ADVISORS, LLC1776082$1.5B814last filed Q2 2026
AMERICAN EXPRESS CO4962$1.5B1last filed Q2 2026
Hackensack Meridian Health, Inc.1851813$1.5B7last filed Q2 2026
Fiduciary Alliance LLC1954805$1.5B535last filed Q2 2026
Greenspring Associates, LLC1796458$1.5B13last filed Q2 2021
Symmetry Investments LP1691919$1.5B122last filed Q2 2026
LANARK FINANCIAL, INC.791540$1.5B2,420last filed Q2 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1332811$1.5B339last filed Q2 2026
Hilton Capital Management, LLC1541211$1.5B135last filed Q2 2026
Park West Asset Management LLC1386928$1.5B46last filed Q2 2026
Partners Group Holding AG1534259$1.5B52last filed Q2 2026
HARBOR CAPITAL ADVISORS, INC.1039128$1.5B1,213last filed Q2 2026
Rovida Investment Management Ltd2053064$1.5B20last filed Q2 2026
Maple-Brown Abbott Ltd1681596$1.5B15last filed Q1 2025
Parkside Financial Bank & Trust1455267$1.5B2,697last filed Q2 2026
Edgemoor Investment Advisors, Inc.1313792$1.5B188last filed Q2 2026
MBL Wealth, LLC1845785$1.5B381last filed Q2 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC1044936$1.5B42last filed Q2 2026
Harvey Partners, LLC1406484$1.5B48last filed Q2 2026
Arini Capital Management Ltd2056819$1.5B28last filed Q2 2026
Human Investing LLC1767513$1.5B110last filed Q2 2026
FORA Capital, LLC1742435$1.5B345last filed Q2 2026
Penobscot Investment Management Company, Inc.1394866$1.5B315last filed Q2 2026
CHAI TRUST CO LLC1250731$1.5B12last filed Q2 2026
Verity & Verity, LLC1542108$1.5B138last filed Q2 2026
SHP Wealth Management1807060$1.5B1,981last filed Q2 2026
Danmarks Nationalbank2110543$1.5B1last filed Q2 2026
Baring Fintech Manager Holding Ltd2053290$1.5B1last filed Q2 2026
Vantage Investment Partners, LLC1534561$1.4B64last filed Q1 2026
Narwhal Capital Management1461287$1.4B155last filed Q2 2026
Nilsine Partners, LLC1913043$1.4B429last filed Q2 2026
WEITZ INVESTMENT MANAGEMENT, INC.883965$1.4B50last filed Q2 2026
STG SECURITIES, LLC1934396$1.4B290last filed Q2 2026
PENSIOENFONDS RAIL & OV1218761$1.4B40last filed Q1 2025
Fort Point Capital Partners LLC1589282$1.4B247last filed Q2 2026
One Day In July LLC1823172$1.4B167last filed Q2 2026
Inspire Advisors, LLC1810558$1.4B725last filed Q2 2026
Colonial Trust Advisors1567993$1.4B807last filed Q2 2026
Bristol Gate Capital Partners Inc.1650142$1.4B33last filed Q2 2026
Clean Energy Transition LLP1911523$1.4B14last filed Q2 2026
SOMA EQUITY PARTNERS LP1680964$1.4B24last filed Q2 2026
Unison Advisors LLC1695818$1.4B173last filed Q2 2026
HARBOR INVESTMENT ADVISORY, LLC1468792$1.4B1,310last filed Q2 2026
Value Partners Investments Inc.1800916$1.4B104last filed Q2 2026
Hemenway Trust Co LLC1494234$1.4B135last filed Q2 2026
Washington Trust Bank861787$1.4B206last filed Q2 2026
Arnhold LLC1733755$1.4B113last filed Q2 2026
V3 Holding Ltd1887845$1.4B1last filed Q2 2026
Summit Financial Strategies, Inc.1625246$1.4B172last filed Q2 2026
WIPFLI FINANCIAL ADVISORS LLC,1830600$1.4B2,545last filed Q3 2022
ADVISOR PARTNERS LLC1456114$1.4B835last filed Q2 2022
BINGHAM OSBORN & SCARBOROUGH LLC1276673$1.4B157last filed Q3 2021
TOMPKINS FINANCIAL CORP1005817$1.4B558Q3 2026
HAP Trading, LLC1049854$1.4B509last filed Q3 2025
United Asset Strategies, Inc.1539948$1.4B259last filed Q2 2026
Pale Fire Capital SE1922318$1.4B72last filed Q2 2026
Main Management Fund Advisors LLC1862787$1.4B8last filed Q2 2026
NIXON PEABODY TRUST CO1626757$1.4B177last filed Q2 2026
Magnus Financial Group LLC1765216$1.4B391last filed Q2 2026
Sonora Investment Management Group, LLC1907552$1.4B304last filed Q3 2025
Pembroke Management, LTD1063497$1.4B100last filed Q2 2026
First Long Island Investors, LLC1490429$1.4B73last filed Q2 2026
MidFirst Bank2077076$1.4B943last filed Q2 2026
Sava Infond d.o.o.2055882$1.4B242last filed Q2 2026
NOVARE CAPITAL MANAGEMENT LLC1388409$1.4B210last filed Q2 2026
Efficient Advisors, LLC1542164$1.4B58last filed Q1 2026
Capitolis Advisors LLC1858879$1.4B66last filed Q3 2022
Van Hulzen Asset Management, LLC1600145$1.4B387last filed Q2 2026
Axxion S.A.2030181$1.4B521last filed Q2 2026
WEATHERLY ASSET MANAGEMENT L. P.934745$1.4B188last filed Q2 2026
Private Wealth Partners, LLC1335851$1.4B178last filed Q2 2026
Retirement Investment Advisors, Inc.1957886$1.4B66last filed Q2 2026
STEELHEAD PARTNERS LLC1133521$1.4B25last filed Q2 2026
Impactive Capital LP1786767$1.4B8last filed Q2 2026
140 Summer Partners LP1820788$1.4B21last filed Q2 2026
TRAPHAGEN INVESTMENT ADVISORS LLC2023380$1.4B219last filed Q2 2026
Parkwood LLC1597823$1.4B72last filed Q2 2026
400 Capital Management LLC1909739$1.4B3last filed Q3 2025
MADRONE ADVISORS, LLC1964563$1.4B6last filed Q2 2026
Scheer, Rowlett & Associates Investment Management Ltd.1426327$1.4B30last filed Q2 2026
ROOSEVELT INVESTMENT GROUP LLC1020617$1.4B288last filed Q3 2022
Altium Wealth Management LLC1739594$1.4B374last filed Q2 2022
COWEN INC.1466538$1.4B366last filed Q2 2019
KWMG, LLC1633024$1.4B155Q3 2026
AltraVue Capital, LLC1740837$1.4B26last filed Q2 2026
FIRST FINANCIAL BANK - TRUST DIVISION1315339$1.4B205Q3 2026
Telemark Asset Management, LLC1420816$1.4B57last filed Q2 2026
Rakuten Group, Inc.1294591$1.4B5last filed Q2 2026
Dundas Partners LLP1742418$1.4B31last filed Q2 2026
Teewinot Capital Advisers, L.L.C.1574886$1.4B31last filed Q2 2026
Scion Asset Management, LLC1649339$1.4B8last filed Q3 2025
Bank of Finland1844891$1.4B4Q3 2026
Crewe Advisors LLC1730033$1.4B1,135last filed Q2 2026
Diversified Portfolios, Inc.1634212$1.4B201last filed Q2 2026
Advyzon Investment Management, LLC2011872$1.4B754last filed Q2 2026
Frontier Wealth Management LLC1548179$1.4B391last filed Q2 2022

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