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
Baring Fintech Manager Holding Ltd2053290$1.5B1Q2 2026
Vantage Investment Partners, LLC1534561$1.4B64last filed Q1 2026
Narwhal Capital Management1461287$1.4B155Q2 2026
Nilsine Partners, LLC1913043$1.4B429Q2 2026
WEITZ INVESTMENT MANAGEMENT, INC.883965$1.4B50Q2 2026
Alaska Permanent Fund Corp1582681$1.4B10Q2 2026
STG SECURITIES, LLC1934396$1.4B290Q2 2026
Fort Point Capital Partners LLC1589282$1.4B247Q2 2026
One Day In July LLC1823172$1.4B167Q2 2026
Inspire Advisors, LLC1810558$1.4B725Q2 2026
Colonial Trust Advisors1567993$1.4B807Q2 2026
Bristol Gate Capital Partners Inc.1650142$1.4B33Q2 2026
Clean Energy Transition LLP1911523$1.4B14Q2 2026
SOMA EQUITY PARTNERS LP1680964$1.4B24Q2 2026
Unison Advisors LLC1695818$1.4B173Q2 2026
HARBOR INVESTMENT ADVISORY, LLC1468792$1.4B1,310Q2 2026
Value Partners Investments Inc.1800916$1.4B104Q2 2026
Hemenway Trust Co LLC1494234$1.4B135Q2 2026
Washington Trust Bank861787$1.4B206Q2 2026
Arnhold LLC1733755$1.4B113Q2 2026
V3 Holding Ltd1887845$1.4B1Q2 2026
TOMPKINS FINANCIAL CORP1005817$1.4B548Q2 2026
Summit Financial Strategies, Inc.1625246$1.4B172Q2 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
HAP Trading, LLC1049854$1.4B509last filed Q3 2025
United Asset Strategies, Inc.1539948$1.4B259Q2 2026
Pale Fire Capital SE1922318$1.4B72Q2 2026
NIXON PEABODY TRUST CO1626757$1.4B177Q2 2026
Magnus Financial Group LLC1765216$1.4B391Q2 2026
Sonora Investment Management Group, LLC1907552$1.4B304last filed Q3 2025
Pembroke Management, LTD1063497$1.4B100Q2 2026
First Long Island Investors, LLC1490429$1.4B73Q2 2026
MidFirst Bank2077076$1.4B943Q2 2026
Sava Infond d.o.o.2055882$1.4B242Q2 2026
NOVARE CAPITAL MANAGEMENT LLC1388409$1.4B210Q2 2026
Efficient Advisors, LLC1542164$1.4B58last filed Q1 2026
Capitolis Advisors LLC1858879$1.4B66last filed Q3 2022
Van Hulzen Asset Management, LLC1600145$1.4B387Q2 2026
Axxion S.A.2030181$1.4B521Q2 2026
WEATHERLY ASSET MANAGEMENT L. P.934745$1.4B188Q2 2026
Private Wealth Partners, LLC1335851$1.4B178Q2 2026
Retirement Investment Advisors, Inc.1957886$1.4B66Q2 2026
STEELHEAD PARTNERS LLC1133521$1.4B25Q2 2026
FIRST FINANCIAL BANK - TRUST DIVISION1315339$1.4B208Q2 2026
Impactive Capital LP1786767$1.4B8Q2 2026
140 Summer Partners LP1820788$1.4B21Q2 2026
TRAPHAGEN INVESTMENT ADVISORS LLC2023380$1.4B219Q2 2026
400 Capital Management LLC1909739$1.4B3last filed Q3 2025
MADRONE ADVISORS, LLC1964563$1.4B6Q2 2026
Scheer, Rowlett & Associates Investment Management Ltd.1426327$1.4B30Q2 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
AltraVue Capital, LLC1740837$1.4B26Q2 2026
Telemark Asset Management, LLC1420816$1.4B57Q2 2026
KWMG, LLC1633024$1.4B153Q2 2026
Rakuten Group, Inc.1294591$1.4B5Q2 2026
Dundas Partners LLP1742418$1.4B31Q2 2026
Teewinot Capital Advisers, L.L.C.1574886$1.4B31Q2 2026
Scion Asset Management, LLC1649339$1.4B8last filed Q3 2025
Crewe Advisors LLC1730033$1.4B1,135Q2 2026
Diversified Portfolios, Inc.1634212$1.4B201Q2 2026
Advyzon Investment Management, LLC2011872$1.4B754Q2 2026
Frontier Wealth Management LLC1548179$1.4B391last filed Q2 2022
Leo Wealth, LLC1912202$1.4B452last filed Q1 2026
PKO Investment Management Joint-Stock Co2059321$1.4B228Q2 2026
XML Financial, LLC1800465$1.4B447Q2 2026
Lynx1 Capital Management LP1910456$1.4B27Q2 2026
O'Connor Alternative Investments LLC2081629$1.4B156Q2 2026
CGN Advisors LLC1841506$1.4B322Q2 2026
PRELUDE CAPITAL MANAGEMENT, LLC1387508$1.4B1,184Q2 2026
MCDONALD CAPITAL INVESTORS INC/CA1033225$1.4B20Q2 2026
W.G. Shaheen & Associates DBA Whitney & Co1577001$1.4B179Q2 2026
AE INDUSTRIAL PARTNERS, LP1880785$1.4B4Q2 2026
Litman Gregory Wealth Management LLC1551867$1.4B356last filed Q4 2025
Fort Baker Capital Management LP1688382$1.4B116Q2 2026
FERNBRIDGE CAPITAL MANAGEMENT LP1827734$1.4B16Q2 2026
6 Meridian1730551$1.4B411last filed Q4 2021
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV1569606$1.4B21last filed Q4 2024
K2 PRINCIPAL FUND, L.P.1461790$1.4B462Q2 2026
Amplius Wealth Advisors, LLC1900584$1.4B211Q2 2026
Clearwater Capital Advisors, LLC1690531$1.4B189Q2 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC1350660$1.4B291Q2 2026
Paloma Partners Management Co1103882$1.4B25Q2 2026
Baystate Wealth Management LLC1546408$1.4B1,321last filed Q4 2023
Bpifrance SA1731118$1.4B2Q2 2026
Bangor Savings Bank1352675$1.4B543Q2 2026
Talbot Financial, LLC1966180$1.4B71Q2 2026
North of South Capital LLP2033334$1.4B28Q2 2026
Passaic Partners LLC1905809$1.4B18Q2 2026
Richard C. Young & CO., LTD.1387304$1.4B101Q2 2026
Hel Ved Capital Management Ltd1840129$1.4B68Q2 2026
Galvin, Gaustad & Stein, LLC1840945$1.4B261Q2 2026
INTRUST BANK NA1034771$1.4B416Q2 2026
CROSSLINK CAPITAL INC1104329$1.4B22Q2 2026
RWWM, INC.1507683$1.4B40Q2 2026
Callan Capital, LLC1542166$1.4B366last filed Q1 2025
NewSquare Capital LLC1546989$1.4B227Q2 2026
Optimus Prime Fund Management Co., Ltd.1732539$1.4B26Q2 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1127612$1.4B144Q2 2026
McIlrath & Eck, LLC1701714$1.3B1,627last filed Q1 2026
Sagefield Capital LP1771179$1.3B107Q2 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC874791$1.3B99Q2 2026
Washington Trust Advisors, Inc.1900099$1.3B724Q2 2026
REILLY FINANCIAL ADVISORS, LLC1363561$1.3B1,113last filed Q4 2021
Limestone Investment Advisors LP2075597$1.3B274Q2 2026
Austin Private Wealth, LLC1800328$1.3B265last filed Q4 2025
Ashler Capital LLC1734830$1.3B28last filed Q4 2018
ALTA CAPITAL MANAGEMENT LLC/1093589$1.3B109Q2 2026
Applied Finance Capital Management, LLC1966007$1.3B218Q2 2026
Sovran Advisors, LLC2051471$1.3B615Q2 2026
Tortoise Investment Management, LLC1599511$1.3B252Q2 2026
DT Investment Partners, LLC1537621$1.3B512Q2 2026
Central Securities Corp18748$1.3B29Q2 2026
BloombergSen Inc.1484047$1.3B29Q2 2026
JANA PARTNERS LLC1159159$1.3B9last filed Q2 2023
EDGAR LOMAX CO/VA1013538$1.3B58Q2 2026
General Pension Society PZU Joint Stock Co2057421$1.3B16Q2 2026
Corient Capital Partners, LLC1688519$1.3B672last filed Q3 2022
Greenbrier Partners Capital Management, LLC1532262$1.3B11Q2 2026
CONDOR CAPITAL MANAGEMENT1082491$1.3B173Q2 2026
Graticule Asia Macro Advisors LLC1619390$1.3B208Q2 2026
Ovata Capital Management Ltd1724517$1.3B43Q2 2026
GERMAN AMERICAN BANCORP, INC.714395$1.3B156Q2 2026
GYL Financial Synergies, LLC1767715$1.3B361last filed Q3 2024
Baader Bank Aktiengesellschaft1542629$1.3B391Q2 2026
Boxer Capital Management, LLC2018299$1.3B63Q2 2026
Callahan Advisors, LLC1395055$1.3B181Q2 2026
GAMBLE JONES INVESTMENT COUNSEL1083340$1.3B202last filed Q4 2022
MEANS INVESTMENT CO., INC.701516$1.3B198Q2 2026
InterOcean Capital, LLC1537703$1.3B182last filed Q2 2020
CULLINAN ASSOCIATES INC1161670$1.3B204Q2 2026
HOYLECOHEN, LLC1559077$1.3B275last filed Q2 2024
CADIAN CAPITAL MANAGEMENT, LP1423686$1.3B28Q2 2026
JNBA Financial Advisors1569118$1.3B830Q2 2026
WINDWARD CAPITAL MANAGEMENT CO /CA1078635$1.3B73Q2 2026
Tweedy, Browne Co LLC732905$1.3B91Q2 2026
TCV Trust & Wealth Management, Inc.1135439$1.3B226Q2 2026
Stonebridge Financial Group, LLC2009367$1.3B275Q2 2026
SQ Advisors, LLC1534380$1.3B10last filed Q1 2019
BRANDYWINE OAK PRIVATE WEALTH LLC1764694$1.3B245Q2 2026
Leith Wheeler Investment Counsel Ltd.1353651$1.3B85Q2 2026
Insight Holdings Group, LLC1305473$1.3B30Q2 2026
Radcliffe Capital Management, L.P.1218275$1.3B450Q2 2026
Polaris Wealth Advisory Group, LLC1582968$1.3B169last filed Q3 2023
Sone Capital Management, LLC2026215$1.3B108Q2 2026
ADVANCED MICRO DEVICES INC2488$1.3B6Q2 2026
Ninepoint Partners LP1715635$1.3B165Q2 2026
Parker Investment Management, LLC1672070$1.3B43Q2 2026
Journey Advisory Group, LLC1840085$1.3B282Q2 2026
Flat Footed LLC1799456$1.3B42Q2 2026
Bramshill Investments, LLC1619899$1.3B157Q2 2026
GAM Holding AG1438848$1.3B273Q2 2026
Parkside Financial Bank & Trust1455267$1.3B2,684last filed Q1 2026
SORA INVESTORS LLC1894532$1.3B76Q2 2026
TCM Advisors, LLC1911491$1.3B64Q2 2026
Mesirow Institutional Investment Management, Inc.1947591$1.3B131last filed Q4 2024
Koss-Olinger Consulting, LLC1861163$1.3B172Q2 2026
American Trust1905128$1.3B334Q2 2026
FourThought Financial Partners, LLC1956790$1.3B393Q2 2026
KRYGER CAPITAL Ltd1911807$1.3B50last filed Q4 2025
Natixis Investment Managers International1166767$1.3B220last filed Q4 2024
CCM INVESTMENT ADVISERS LLC931097$1.3B88Q2 2026
PILLAR PACIFIC CAPITAL MANAGEMENT LLC1089911$1.3B308last filed Q1 2021
Wescott Financial Advisory Group, LLC1864880$1.3B200Q2 2026
Syntegra Private Wealth Group, LLC1964298$1.3B202Q2 2026
Charter Oak Capital Management, LLC1810720$1.3B208last filed Q1 2026
First Business Financial Services, Inc.1521951$1.3B201Q2 2026
CARDIFF PARK ADVISORS, LLC1910000$1.3B347Q2 2026
HENGEHOLD CAPITAL MANAGEMENT LLC1536430$1.3B229Q2 2026
Hilltop Holdings Inc.1265131$1.3B672Q2 2026
Heartwood Wealth Advisors LLC1794935$1.3B227Q2 2026
Sadoff Investment Management LLC1021008$1.3B86last filed Q3 2022
ANGLEPOINT ASSET MANAGEMENT, LTD.1760403$1.3B30last filed Q1 2021
DFPG INVESTMENTS, LLC1504665$1.3B621last filed Q4 2023
Stack Financial Management, Inc1308685$1.3B54Q2 2026
SPC Financial, Inc.1415201$1.3B278last filed Q3 2025
MCDANIEL TERRY & CO1104366$1.3B81Q2 2026
Ursa Fund Management, LLC1693838$1.3B26Q2 2026
ARS Wealth Advisors Group, LLC1886707$1.3B220Q2 2026
Executive Wealth Management, LLC1542611$1.3B255last filed Q4 2024
True Freedom Investing, LLC2096483$1.3B97Q2 2026
IBEX WEALTH ADVISORS1686242$1.3B209Q2 2026
ANDERSON HOAGLAND & CO791191$1.3B137Q2 2026
Fiduciary Group, LLC1645890$1.3B305Q2 2026
Clark Asset Management, LLC2062026$1.3B294Q2 2026
FORBES J M & CO LLP1067532$1.3B159Q2 2026
KLCM Advisors, Inc.1166620$1.3B283Q2 2026
J. L. Bainbridge & Co., Inc.1742315$1.3B111Q2 2026
Country Club Trust Company, n.a.1299582$1.3B288last filed Q4 2021
Capricorn Fund Managers Ltd1901361$1.3B178Q2 2026
Wealth Architects, LLC1611518$1.3B248Q2 2026
O'Shares Investment Advisers, LLC1672775$1.3B285last filed Q1 2022
JACKSON THORNTON WEALTH MANAGEMENT, LLC1903880$1.3B417Q2 2026
MMBG INVESTMENT ADVISORS CO.1765876$1.3B177Q2 2026
NAVELLIER & ASSOCIATES INC872163$1.3B322Q2 2026
Wilkinson Global Asset Management LLC1764000$1.3B62Q2 2026
Monaco Asset Management SAM1803593$1.3B46Q2 2026
Convergence Financial, LLC2034001$1.3B272Q2 2026
Conservest Capital Advisors, Inc.1705716$1.3B132Q2 2026
FISHMAN JAY A LTD/MI1006407$1.3B79Q2 2026
RKL Wealth Management LLC1604723$1.3B189Q2 2026
Rothschild Wealth LLC1811345$1.3B656Q2 2026
Prime Capital Management Co Ltd1448793$1.3B7Q2 2026
PRIVATE TRUST CO NA1277557$1.3B2,708Q2 2026
Hartford Funds Management Co LLC1546587$1.3B98Q2 2026
FountainVest China Capital Partners GP3 Ltd.1795487$1.2B2Q2 2026
AWM CAPITAL, LLC1806820$1.2B122Q2 2026
SP Asset Management LLC1962086$1.2B137Q2 2026
Ledyard National Bank1310658$1.2B255Q2 2026
SYM FINANCIAL Corp764739$1.2B530Q2 2026
LRI Investments, LLC2023325$1.2B1,954Q2 2026
E20 Capital Ltd2127793$1.2B22Q2 2026
Certified Advisory Corp1731732$1.2B327Q2 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION1021249$1.2B15Q2 2026
Linden Thomas Advisory Services, LLC1965702$1.2B542Q2 2026
First Nebraska Trust Co2134841$1.2B231Q2 2026
a16z Perennial Management, L.P.2009275$1.2B63Q2 2026
Rossmore Private Capital1733082$1.2B340Q2 2026
Caldwell Trust Co2080218$1.2B811Q2 2026
CORNERSTONE ADVISORS INC1166880$1.2B193last filed Q1 2019
Continuum Advisory, LLC1846532$1.2B1,986Q2 2026
SPIREPOINT PRIVATE CLIENT, LLC2022908$1.2B332Q2 2026
Quent Long Short Global Small Cap Fund, LP1805114$1.2B298last filed Q4 2025
Kintegral Advisory, LLC1569518$1.2B234Q2 2026
Rockbridge Investment Management, LCC1821984$1.2B146Q2 2026
Oxbow Advisors, LLC1564770$1.2B265Q2 2026
Sandhill Capital Partners LLC1556245$1.2B98Q2 2026
CAPE COD FIVE CENTS SAVINGS BANK1054646$1.2B203Q2 2026
MATRIX ASSET ADVISORS INC/NY1016287$1.2B106Q2 2026
Allen Capital Group, LLC1601384$1.2B316Q2 2026
CLOUGH CAPITAL PARTNERS L P1276144$1.2B101Q2 2026
Svennilson Peter1606074$1.2B7last filed Q3 2020
HORAN Wealth, LLC2072569$1.2B217Q2 2026
ZAZOVE ASSOCIATES LLC1009012$1.2B151Q2 2026
West Virginia University Foundation, Inc2109379$1.2B6Q2 2026
TD Capital Management LLC1483824$1.2B797Q2 2026
Kirkoswald Asset Management LLC1795594$1.2B7Q2 2026
Numerai GP LLC1668527$1.2B710Q2 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC885415$1.2B180Q2 2026
Spartan Wealth Advisory Services LLC2075193$1.2B320Q2 2026
Northside Capital Management, LLC1631052$1.2B187Q2 2026
Majedie Asset Management Ltd1599883$1.2B85last filed Q1 2022
NORDEN GROUP LLC1990699$1.2B701Q2 2026
Sargent Bickham Lagudis LLC1613939$1.2B1,053last filed Q4 2022
GODSEY & GIBB, INC887402$1.2B383Q2 2026
ONCE CAPITAL MANAGEMENT, LLC1712892$1.2B24Q2 2026
MONOGRAPH WEALTH ADVISORS, LLC1776588$1.2B143Q2 2026

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