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 11 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
SAMSARA BIOCAPITAL, LLC1744967$1.2B24Q2 2026
Shepherd Financial Partners LLC1696628$1.2B256Q2 2026
Tributary Capital Management, LLC1441888$1.2B135Q2 2026
THAMES CAPITAL MANAGEMENT LLC1714267$1.2B56Q2 2026
Ophir Asset Management Pty Ltd1844640$1.2B36Q2 2026
Salomon & Ludwin, LLC1766156$1.2B2,116Q2 2026
E-L Financial Corp Ltd1697865$1.2B1Q2 2026
Schechter Investment Advisors, LLC1951586$1.2B634last filed Q1 2025
Willow Creek Wealth Management Inc.1632407$1.2B180last filed Q3 2025
TELEMUS CAPITAL, LLC1590491$1.2B326last filed Q4 2023
SG Capital Management LLC1510099$1.2B76Q2 2026
Nemes Rush Group LLC1982273$1.2B946Q2 2026
Coppell Advisory Solutions LLC1848433$1.2B553Q2 2026
MANE GLOBAL CAPITAL MANAGEMENT LP1856155$1.2B54Q2 2026
Owl Creek Asset Management, L.P.1313756$1.2B33Q2 2026
SUMMIT WEALTH GROUP LLC / CO2081278$1.2B396Q2 2026
MOODY NATIONAL BANK TRUST DIVISION1092903$1.2B496Q2 2026
RDST Capital LLC1912187$1.2B18Q2 2026
Meteora Capital, LLC1905106$1.2B443Q2 2026
Legato Capital Management LLC1442641$1.2B678Q2 2026
Cooper Financial Group1751581$1.2B448Q2 2026
BANK OF NOVA SCOTIA TRUST CO1335382$1.2B173Q2 2026
TritonPoint Partners, LLC2111167$1.2B351Q2 2026
Cornerstone Advisory, LLC1668189$1.2B273Q2 2026
COMERICA SECURITIES,INC.781875$1.2B448last filed Q3 2023
WOODSTOCK CORP1008877$1.2B163Q2 2026
Quarry LP1965207$1.2B2,367Q2 2026
TRUST CO OF TOLEDO NA /OH/1008937$1.2B865Q2 2026
Royal Fund Management, LLC1810099$1.2B273Q2 2026
Consolidated Portfolio Review Corp1972835$1.2B34Q2 2026
Maryland Capital Management1356643$1.2B219last filed Q3 2022
Blueprint Investment Partners LLC1794467$1.2B159Q2 2026
Anchor Investment Management, LLC1634149$1.2B1,067last filed Q1 2026
Heritage Financial Services, LLC1752035$1.2B126last filed Q4 2025
Blue Grotto Capital, LLC1764725$1.2B29Q2 2026
Crescent Grove Advisors, LLC1713520$1.2B297Q2 2026
Governors Lane LP1644187$1.2B194Q2 2026
HSG Holding Ltd1470766$1.2B20Q2 2026
KAHN BROTHERS GROUP INC1039565$1.2B49Q2 2026
Bristlecone Advisors, LLC1671716$1.2B233last filed Q3 2025
Wolf Hill Capital Management, LP1785988$1.2B27Q2 2026
WEALTH ALLIANCE, LLC1793904$1.2B573Q2 2026
BIGLARI CAPITAL CORP.1334429$1.2B12Q2 2026
Khrom Capital Management LLC1877963$1.2B15Q2 2026
Petersen Hastings Wealth Advisors Inc.2109614$1.2B87Q2 2026
Ashfield Capital Partners, LLC1398103$1.2B228last filed Q3 2022
Bluefin Trading, LLC1532351$1.2B243last filed Q2 2020
Randolph Co Inc1475150$1.2B47Q2 2026
CANANDAIGUA NATIONAL BANK & TRUST CO1074266$1.2B305Q2 2026
Banco BTG Pactual S.A.1536080$1.2B152Q2 2026
BlackBarn Capital Partners LP2010204$1.2B21Q2 2026
GRS Advisors, LLC1544554$1.2B27Q2 2026
Clarkston Capital Partners, LLC1562855$1.2B96Q2 2026
Arlington Trust Co LLC1997685$1.2B846Q2 2026
Zuckerman Investment Group, LLC1423296$1.2B138Q2 2026
Transamerica Financial Advisors, LLC1502149$1.2B2,188Q2 2026
Financial Synergies Wealth Advisors, Inc.2017868$1.2B116Q2 2026
Nadler Financial Group, Inc.1541787$1.2B149Q2 2026
MMCAP International Inc. SPC1304857$1.2B303Q2 2026
Cache Advisors, LLC2052593$1.2B139Q2 2026
Ensemble Capital Management, LLC1387366$1.2B22last filed Q3 2024
Kohmann Bosshard Financial Services, LLC1696615$1.2B229Q2 2026
TRUST POINT INC.1635633$1.2B463Q2 2026
Knighthead Capital Management, LLC1512397$1.2B8Q2 2026
Clarity Financial LLC1862145$1.2B127Q2 2026
Tanglewood Wealth Management, Inc.1454308$1.2B44Q2 2026
Nebula Research & Development LLC1792635$1.2B935last filed Q2 2025
Chescapmanager LLC1697162$1.2B22Q2 2026
WAYCROSS PARTNERS, LLC1844873$1.2B72Q2 2026
Townsend & Associates, Inc1729359$1.2B114Q2 2026
AMERICAN NATIONAL BANK & TRUST1272164$1.2B631Q2 2026
KWB Wealth1822236$1.2B169Q2 2026
Verus Financial Partners, Inc.1481714$1.2B127Q2 2026
MOTCO1306333$1.2B840Q2 2026
PFM Health Sciences, LP1442756$1.2B96Q2 2026
PINKERTON WEALTH, LLC1536446$1.2B103Q2 2026
MASTERINVEST Kapitalanlage GmbH2075029$1.2B300Q2 2026
Hiddenite Capital Partners LP1823823$1.2B33Q2 2026
Doyle Wealth Management1698219$1.2B204last filed Q3 2022
American Family Insurance Mutual Holding Co1803089$1.2B9last filed Q1 2024
Estate Counselors, LLC1559832$1.2B92Q2 2026
Coliseum Capital Management, LLC1409751$1.2B11Q2 2026
Forge Financial Services LLC2055357$1.2B36Q2 2026
Compass Ion Advisors, LLC1621100$1.2B297Q2 2026
Stadion Money Management, LLC1321220$1.2B27Q2 2026
TWO SIGMA SECURITIES, LLC1450144$1.2B1,668Q2 2026
TRUE Private Wealth Advisors1667074$1.2B283Q2 2026
Octavia Wealth Advisors, LLC1841259$1.2B231Q2 2026
Mayflower Financial Advisors, LLC1852930$1.2B499Q2 2026
LVW Advisors, LLC1576053$1.2B462Q2 2026
Marcum Wealth, LLC1784450$1.2B405last filed Q1 2025
Prescott Group Capital Management, L.L.C.1166152$1.2B292Q2 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC1963040$1.2B232Q2 2026
DELTA ASSET MANAGEMENT LLC/TN860857$1.2B599Q2 2026
WGI DM, LLC2059126$1.2B7Q2 2026
CONNORS INVESTOR SERVICES INC884548$1.2B153Q2 2026
Apriem Advisors1425165$1.2B182Q2 2026
Heritage Trust Co1706028$1.2B313Q2 2026
WEBSTER BANK, N. A.1105837$1.2B698Q2 2026
AWM Investment Company, Inc.1535264$1.2B106Q2 2026
Cascade Financial Partners, LLC2021208$1.2B279Q2 2026
Consolidated Investment Group LLC1556168$1.2B77Q2 2026
Focused Wealth Management, Inc1586052$1.1B228Q2 2026
KINGS POINT CAPITAL MANAGEMENT1388736$1.1B575last filed Q1 2022
Tanager Wealth Management LLP1892929$1.1B158Q2 2026
1607 Capital Partners, LLC1436866$1.1B141Q2 2026
Marks Group Wealth Management, Inc1802473$1.1B350Q2 2026
HARTLINE INVESTMENT CORP/945625$1.1B115Q2 2026
SVA Wealth Management, LLC1587836$1.1B229last filed Q4 2020
Eagle Ridge Investment Management1445891$1.1B148last filed Q4 2024
Discipline Wealth Solutions, LLC2010507$1.1B197Q2 2026
Gleason Group, Inc.1822632$1.1B449Q2 2026
Liberty Mutual Group Asset Management Inc.1533497$1.1B39Q2 2026
WS MANAGEMENT LLLP877338$1.1B39Q2 2026
CARRET ASSET MANAGEMENT, LLC791490$1.1B309Q2 2026
VISTA CAPITAL PARTNERS, INC.1486946$1.1B170Q2 2026
McGuire Investment Group, LLC1756959$1.1B137Q2 2026
Shellback Capital, LP1591744$1.1B89Q2 2026
Private Capital Advisors, Inc.1350780$1.1B76Q2 2026
Periscope Capital Inc.1695320$1.1B477Q2 2026
RW Investment Management LLC1631627$1.1B115Q2 2026
High Ground Investment Management LLP1828180$1.1B7Q2 2026
EnCap Energy Capital Fund XI, L.P.1693946$1.1B3last filed Q4 2025
TRUSTCORE FINANCIAL SERVICES, LLC1730322$1.1B1,036last filed Q4 2022
YCG, LLC1584801$1.1B41Q2 2026
Private Capital Management, LLC1588456$1.1B181Q2 2026
CONNABLE OFFICE INC914933$1.1B231Q2 2026
Voya Financial Advisors, Inc.1424367$1.1B208Q2 2026
Pekin Hardy Strauss, Inc.1020317$1.1B511Q2 2026
Gryphon Financial Partners LLC1729094$1.1B381Q2 2026
Telos Capital Management, Inc.1567889$1.1B201Q2 2026
Pictet North America Advisors SA1599576$1.1B154Q2 2026
Black Diamond Financial, LLC1759236$1.1B198Q2 2026
Private Ocean, LLC1601742$1.1B618last filed Q2 2024
Institute for Wealth Management, LLC.1533954$1.1B1,763Q2 2026
Tairen Capital Ltd1652062$1.1B44Q2 2026
Bensler, LLC1965941$1.1B198Q2 2026
AZZAD ASSET MANAGEMENT INC /ADV1121914$1.1B351Q2 2026
BFSG, LLC1706836$1.1B765Q2 2026
Global Strategic Investment Solutions, LLC1760076$1.1B150Q2 2026
Inscription Capital, LLC1767868$1.1B789Q2 2026
Coastline Trust Co1324279$1.1B406Q2 2026
VR Advisory Services Ltd1348145$1.1B43Q2 2026
Wedbush Fund Advisers, LLC2070852$1.1B103Q2 2026
Great Lakes Retirement, Inc.1801667$1.1B216Q2 2026
Knollwood Investment Advisory, LLC1999346$1.1B270Q2 2026
Atom Investors LP1738902$1.1B818Q2 2026
PENN DAVIS MCFARLAND INC1108893$1.1B79Q2 2026
Informed Momentum Co LLC1510989$1.1B268Q2 2026
Hudson Way Capital Management LLC1697597$1.1B18Q2 2026
Wealth Management Nebraska2042783$1.1B106Q2 2026
Shannon River Fund Management LLC1301050$1.1B37Q2 2026
WNY Asset Management, LLC1803296$1.1B260Q2 2026
Cornerstone Capital, Inc.819535$1.1B120Q2 2026
Strategies Wealth Advisors, LLC1976435$1.1B202Q2 2026
HCR Wealth Advisors1697715$1.1B259Q2 2026
CANANDAIGUA NATIONAL CORP759458$1.1B310last filed Q1 2026
BRASADA CAPITAL MANAGEMENT, LP1643833$1.1B152Q2 2026
ConocoPhillips1163165$1.1B1last filed Q4 2021
VIKING FUND MANAGEMENT LLC1169069$1.1B146Q2 2026
Arrow Financial Corp717538$1.1B162Q2 2026
Versant Capital Management, Inc1735057$1.1B2,745Q2 2026
JGP Wealth Management, LLC1748278$1.1B231Q2 2026
SEVEN EIGHT CAPITAL, LP1575129$1.1B683last filed Q3 2024
Frec Markets, Inc.2111359$1.1B905Q2 2026
Octagon Capital Advisors LP1839435$1.1B27Q2 2026
Onyx Bridge Wealth Group LLC1819476$1.1B389Q2 2026
MASON STREET ADVISORS, LLC1167711$1.1B15Q2 2026
Hightower 6M Holding, LLC1911968$1.1B234last filed Q3 2022
Guardian Partners Inc.1884799$1.1B391Q2 2026
TOWER BRIDGE ADVISORS1278249$1.1B222Q2 2026
Trust Co1632554$1.1B908Q2 2026
Galileo (PTC) Ltd1740858$1.1B3Q2 2026
Aperture Investors, LLC1787596$1.1B84Q2 2026
HBW ADVISORY SERVICES LLC1790525$1.1B463Q2 2026
Smith Anglin Financial, LLC1553540$1.1B209last filed Q2 2025
CVA Family Office, LLC1802084$1.1B1,801Q2 2026
Opaleye Management Inc.1595855$1.1B58Q2 2026
Heron Bay Capital Management1842149$1.1B97Q2 2026
Trivium Point Advisory, LLC1766564$1.1B354Q2 2026
Zweig-DiMenna Associates LLC1533950$1.1B70Q2 2026
Naviter Wealth, LLC1855567$1.1B305Q2 2026
Teamwork Financial Advisors, LLC1629931$1.1B184Q2 2026
Rodgers & Associates, LTD1846515$1.1B108Q2 2026
Silver Point Capital L.P.1332784$1.1B14Q2 2026
DUMAC, INC.1584258$1.1B16Q2 2026
Ullmann Wealth Partners Group, LLC1697725$1.1B174Q2 2026
BEACON FINANCIAL GROUP1591379$1.1B377Q2 2026
ARCH Venture Management, LLC1274403$1.1B12Q2 2026
BBFIT INVESTMENTS PTE LTD2094345$1.1B7Q2 2026
Taikang Asset Management (Hong Kong) Co Ltd1755911$1.1B77Q2 2026
Three Seasons Wealth, LLC2044495$1.1B180Q2 2026
SWISS RE LTD1519921$1.1B237Q2 2026
Golden State Wealth Management, LLC1776033$1.1B1,620Q2 2026
Red Door Wealth Management, LLC1783599$1.1B320Q2 2026
Wellesley Asset Management1533551$1.1B64Q2 2026
BRUNI J V & CO /CO1078841$1.1B33Q2 2026
Vivo Capital, LLC1674712$1.1B47Q2 2026
Miller Investment Management, LP1407382$1.1B83Q2 2026
Goldstein Advisors, LLC1963807$1.1B261Q2 2026
Berkshire Money Management, Inc.1535172$1.1B56Q2 2026
Koch, Inc.2027344$1.1B10Q2 2026
Goldstone Financial Group, LLC2040021$1.1B240Q2 2026
CS MCKEE LP728575$1.1B100last filed Q4 2019
STANSBERRY ASSET MANAGEMENT, LLC1725910$1.1B145Q2 2026
Alta Park Capital, LP1621855$1.1B27Q2 2026
Intrua Financial, LLC1812792$1.1B491Q2 2026
AGF Investments LLC1479598$1.1B285last filed Q3 2022
Asset Advisors Investment Management, LLC1756695$1.1B102Q2 2026
RATIONAL ADVISORS, INC.1143565$1.1B195Q2 2026
Sheaff Brock Investment Advisors, LLC1666789$1.1B451last filed Q1 2025
Bison Wealth, LLC1845251$1.1B477Q2 2026
Trybe Capital Management LP1807902$1.1B7Q2 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS2022949$1.1B29Q2 2026
Lindbrook Capital, LLC1767045$1.1B2,779last filed Q1 2025
Bares Capital Management, Inc.1340807$1.1B24last filed Q3 2025
Palisade Asset Management, LLC1434323$1.1B204Q2 2026
RPg Family Wealth Advisory, LLC1569884$1.1B141Q2 2026
DOCK STREET ASSET MANAGEMENT INC1172779$1.1B64Q2 2026
Boulay Financial Advisors, LLC2056342$1.1B6Q2 2026
Alexandria Capital, LLC1573311$1.1B252last filed Q3 2021
Great Waters Wealth Management1964535$1.1B127Q2 2026
Hook Mill Capital Partners, LP1943395$1.1B37Q2 2026
Lourd Capital, LLC1568190$1.1B127last filed Q2 2019
KMG FIDUCIARY PARTNERS, LLC1773205$1.1B207Q2 2026
WATER ISLAND CAPITAL LLC1222765$1.1B85Q2 2026
TriCert Investment Counsel Inc.2143895$1.1B88Q2 2026
JIA INVESTMENT ALLIANCE PTE. LTD.1966595$1.1B23Q2 2026
Ironvine Capital Partners, LLC1730478$1.1B56Q2 2026
STEEL GROVE CAPITAL ADVISORS, LLC1166308$1.1B221Q2 2026
Graves Light Lenhart Wealth, Inc.1759803$1.1B203Q2 2026
Oak Harvest Investment Services1839430$1.1B168Q2 2026
Cypress Capital Group1341748$1.1B314Q2 2026
Tamar Securities, LLC1703081$1.1B90Q2 2026
Morgan Stanley Institutional Investment Advisors LLC2026079$1.1B5Q2 2026
Legacy Advisors, LLC1720969$1.1B337Q2 2026
Broad Bay Capital Management, LP1759115$1.1B24Q2 2026
Center for Financial Planning, Inc.1803557$1.1B666Q2 2026
JAG CAPITAL MANAGEMENT, LLC1080374$1.1B142Q2 2026
Pegasus Partners Ltd.1650654$1.1B171last filed Q3 2024
Camber Capital Management LP1444043$1.1B25last filed Q2 2025
Bedel Financial Consulting, Inc.1730511$1.1B307Q2 2026
Schneider Downs Wealth Management Advisors, LP1665359$1.1B177Q2 2026
Cassaday & Co Inc.1900497$1.1B34last filed Q4 2021
NWF Advisory Services Inc.2045735$1.1B452Q2 2026
Petrus Trust Company, LTA1473429$1.1B27Q2 2026
First Command Bank1693750$1.1B417last filed Q2 2023
First Command Financial Services, Inc.1693789$1.1B417last filed Q2 2023
CUTLER INVESTMENT COUNSEL LLC1285973$1.1B157Q2 2026
Brehaut David Pascal2106649$1.1B1Q2 2026

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