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 12 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Clarkston Capital Partners, LLC | 1562855 | $1.2B | 96 | last filed Q2 2026 |
| Arlington Trust Co LLC | 1997685 | $1.2B | 846 | last filed Q2 2026 |
| Zuckerman Investment Group, LLC | 1423296 | $1.2B | 138 | last filed Q2 2026 |
| Transamerica Financial Advisors, LLC | 1502149 | $1.2B | 2,188 | last filed Q2 2026 |
| Financial Synergies Wealth Advisors, Inc. | 2017868 | $1.2B | 116 | last filed Q2 2026 |
| Nadler Financial Group, Inc. | 1541787 | $1.2B | 149 | last filed Q2 2026 |
| MMCAP International Inc. SPC | 1304857 | $1.2B | 303 | last filed Q2 2026 |
| Cache Advisors, LLC | 2052593 | $1.2B | 139 | last filed Q2 2026 |
| Ensemble Capital Management, LLC | 1387366 | $1.2B | 22 | last filed Q3 2024 |
| Kohmann Bosshard Financial Services, LLC | 1696615 | $1.2B | 229 | last filed Q2 2026 |
| TRUST POINT INC. | 1635633 | $1.2B | 463 | last filed Q2 2026 |
| Knighthead Capital Management, LLC | 1512397 | $1.2B | 8 | last filed Q2 2026 |
| Clarity Financial LLC | 1862145 | $1.2B | 127 | last filed Q2 2026 |
| Tanglewood Wealth Management, Inc. | 1454308 | $1.2B | 44 | last filed Q2 2026 |
| Nebula Research & Development LLC | 1792635 | $1.2B | 935 | last filed Q2 2025 |
| Chescapmanager LLC | 1697162 | $1.2B | 22 | last filed Q2 2026 |
| WAYCROSS PARTNERS, LLC | 1844873 | $1.2B | 72 | last filed Q2 2026 |
| Townsend & Associates, Inc | 1729359 | $1.2B | 114 | last filed Q2 2026 |
| KWB Wealth | 1822236 | $1.2B | 169 | last filed Q2 2026 |
| Versant Capital Management, Inc | 1735057 | $1.2B | 2,804 | Q3 2026 |
| Verus Financial Partners, Inc. | 1481714 | $1.2B | 127 | last filed Q2 2026 |
| MOTCO | 1306333 | $1.2B | 840 | last filed Q2 2026 |
| PFM Health Sciences, LP | 1442756 | $1.2B | 96 | last filed Q2 2026 |
| PINKERTON WEALTH, LLC | 1536446 | $1.2B | 103 | last filed Q2 2026 |
| MASTERINVEST Kapitalanlage GmbH | 2075029 | $1.2B | 300 | last filed Q2 2026 |
| Hiddenite Capital Partners LP | 1823823 | $1.2B | 33 | last filed Q2 2026 |
| Doyle Wealth Management | 1698219 | $1.2B | 204 | last filed Q3 2022 |
| American Family Insurance Mutual Holding Co | 1803089 | $1.2B | 9 | last filed Q1 2024 |
| Estate Counselors, LLC | 1559832 | $1.2B | 92 | last filed Q2 2026 |
| Coliseum Capital Management, LLC | 1409751 | $1.2B | 11 | last filed Q2 2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 1966595 | $1.2B | 23 | Q3 2026 |
| Forge Financial Services LLC | 2055357 | $1.2B | 36 | last filed Q2 2026 |
| Compass Ion Advisors, LLC | 1621100 | $1.2B | 297 | last filed Q2 2026 |
| Stadion Money Management, LLC | 1321220 | $1.2B | 27 | last filed Q2 2026 |
| TWO SIGMA SECURITIES, LLC | 1450144 | $1.2B | 1,668 | last filed Q2 2026 |
| TRUE Private Wealth Advisors | 1667074 | $1.2B | 283 | last filed Q2 2026 |
| Octavia Wealth Advisors, LLC | 1841259 | $1.2B | 231 | last filed Q2 2026 |
| Mayflower Financial Advisors, LLC | 1852930 | $1.2B | 499 | last filed Q2 2026 |
| LVW Advisors, LLC | 1576053 | $1.2B | 462 | last filed Q2 2026 |
| Marcum Wealth, LLC | 1784450 | $1.2B | 405 | last filed Q1 2025 |
| Prescott Group Capital Management, L.L.C. | 1166152 | $1.2B | 292 | last filed Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1963040 | $1.2B | 232 | last filed Q2 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | 860857 | $1.2B | 599 | last filed Q2 2026 |
| WGI DM, LLC | 2059126 | $1.2B | 7 | last filed Q2 2026 |
| CONNORS INVESTOR SERVICES INC | 884548 | $1.2B | 153 | last filed Q2 2026 |
| Apriem Advisors | 1425165 | $1.2B | 182 | last filed Q2 2026 |
| Heritage Trust Co | 1706028 | $1.2B | 313 | last filed Q2 2026 |
| Private Capital Advisors, Inc. | 1350780 | $1.2B | 78 | Q3 2026 |
| WEBSTER BANK, N. A. | 1105837 | $1.2B | 698 | last filed Q2 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1074266 | $1.2B | 310 | Q3 2026 |
| AWM Investment Company, Inc. | 1535264 | $1.2B | 106 | last filed Q2 2026 |
| Cascade Financial Partners, LLC | 2021208 | $1.2B | 279 | last filed Q2 2026 |
| Consolidated Investment Group LLC | 1556168 | $1.2B | 77 | last filed Q2 2026 |
| Focused Wealth Management, Inc | 1586052 | $1.1B | 228 | last filed Q2 2026 |
| Trust Co | 1632554 | $1.1B | 915 | Q3 2026 |
| KINGS POINT CAPITAL MANAGEMENT | 1388736 | $1.1B | 575 | last filed Q1 2022 |
| Tanager Wealth Management LLP | 1892929 | $1.1B | 158 | last filed Q2 2026 |
| Marks Group Wealth Management, Inc | 1802473 | $1.1B | 350 | last filed Q2 2026 |
| HARTLINE INVESTMENT CORP/ | 945625 | $1.1B | 115 | last filed Q2 2026 |
| SVA Wealth Management, LLC | 1587836 | $1.1B | 229 | last filed Q4 2020 |
| Eagle Ridge Investment Management | 1445891 | $1.1B | 148 | last filed Q4 2024 |
| Discipline Wealth Solutions, LLC | 2010507 | $1.1B | 197 | last filed Q2 2026 |
| Gleason Group, Inc. | 1822632 | $1.1B | 449 | last filed Q2 2026 |
| Liberty Mutual Group Asset Management Inc. | 1533497 | $1.1B | 39 | last filed Q2 2026 |
| WS MANAGEMENT LLLP | 877338 | $1.1B | 39 | last filed Q2 2026 |
| Symetra Investment Management Co | 1811513 | $1.1B | 6 | last filed Q2 2026 |
| CARRET ASSET MANAGEMENT, LLC | 791490 | $1.1B | 309 | last filed Q2 2026 |
| VISTA CAPITAL PARTNERS, INC. | 1486946 | $1.1B | 170 | last filed Q2 2026 |
| McGuire Investment Group, LLC | 1756959 | $1.1B | 137 | last filed Q2 2026 |
| Shellback Capital, LP | 1591744 | $1.1B | 89 | last filed Q2 2026 |
| Periscope Capital Inc. | 1695320 | $1.1B | 477 | last filed Q2 2026 |
| RW Investment Management LLC | 1631627 | $1.1B | 115 | last filed Q2 2026 |
| High Ground Investment Management LLP | 1828180 | $1.1B | 7 | last filed Q2 2026 |
| EnCap Energy Capital Fund XI, L.P. | 1693946 | $1.1B | 3 | last filed Q4 2025 |
| Atomic Invest LLC | 2137372 | $1.1B | 389 | last filed Q2 2026 |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1730322 | $1.1B | 1,036 | last filed Q4 2022 |
| YCG, LLC | 1584801 | $1.1B | 41 | last filed Q2 2026 |
| Private Capital Management, LLC | 1588456 | $1.1B | 181 | last filed Q2 2026 |
| CONNABLE OFFICE INC | 914933 | $1.1B | 231 | last filed Q2 2026 |
| Voya Financial Advisors, Inc. | 1424367 | $1.1B | 208 | last filed Q2 2026 |
| Pekin Hardy Strauss, Inc. | 1020317 | $1.1B | 511 | last filed Q2 2026 |
| Gryphon Financial Partners LLC | 1729094 | $1.1B | 381 | last filed Q2 2026 |
| Telos Capital Management, Inc. | 1567889 | $1.1B | 201 | last filed Q2 2026 |
| Pictet North America Advisors SA | 1599576 | $1.1B | 154 | last filed Q2 2026 |
| Black Diamond Financial, LLC | 1759236 | $1.1B | 198 | last filed Q2 2026 |
| Private Ocean, LLC | 1601742 | $1.1B | 618 | last filed Q2 2024 |
| Institute for Wealth Management, LLC. | 1533954 | $1.1B | 1,763 | last filed Q2 2026 |
| Tairen Capital Ltd | 1652062 | $1.1B | 44 | last filed Q2 2026 |
| Bensler, LLC | 1965941 | $1.1B | 198 | last filed Q2 2026 |
| SENTINEL TRUST CO LBA | 1114739 | $1.1B | 136 | last filed Q2 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | 1121914 | $1.1B | 351 | last filed Q2 2026 |
| BFSG, LLC | 1706836 | $1.1B | 765 | last filed Q2 2026 |
| Global Strategic Investment Solutions, LLC | 1760076 | $1.1B | 150 | last filed Q2 2026 |
| Inscription Capital, LLC | 1767868 | $1.1B | 789 | last filed Q2 2026 |
| VR Advisory Services Ltd | 1348145 | $1.1B | 43 | last filed Q2 2026 |
| Wedbush Fund Advisers, LLC | 2070852 | $1.1B | 103 | last filed Q2 2026 |
| Great Lakes Retirement, Inc. | 1801667 | $1.1B | 216 | last filed Q2 2026 |
| Knollwood Investment Advisory, LLC | 1999346 | $1.1B | 270 | last filed Q2 2026 |
| Atom Investors LP | 1738902 | $1.1B | 818 | last filed Q2 2026 |
| Ardevora Asset Management LLP | 1608108 | $1.1B | 96 | last filed Q4 2023 |
| PENN DAVIS MCFARLAND INC | 1108893 | $1.1B | 79 | last filed Q2 2026 |
| Informed Momentum Co LLC | 1510989 | $1.1B | 268 | last filed Q2 2026 |
| Hudson Way Capital Management LLC | 1697597 | $1.1B | 18 | last filed Q2 2026 |
| Wealth Management Nebraska | 2042783 | $1.1B | 106 | last filed Q2 2026 |
| Triple Frond Partners LLC | 1454502 | $1.1B | 13 | last filed Q2 2026 |
| Shannon River Fund Management LLC | 1301050 | $1.1B | 37 | last filed Q2 2026 |
| WNY Asset Management, LLC | 1803296 | $1.1B | 260 | last filed Q2 2026 |
| Cornerstone Capital, Inc. | 819535 | $1.1B | 120 | last filed Q2 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | 1056827 | $1.1B | 61 | Q3 2026 |
| Strategies Wealth Advisors, LLC | 1976435 | $1.1B | 202 | last filed Q2 2026 |
| HCR Wealth Advisors | 1697715 | $1.1B | 259 | last filed Q2 2026 |
| CANANDAIGUA NATIONAL CORP | 759458 | $1.1B | 310 | last filed Q1 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | 1643833 | $1.1B | 152 | last filed Q2 2026 |
| ConocoPhillips | 1163165 | $1.1B | 1 | last filed Q4 2021 |
| VIKING FUND MANAGEMENT LLC | 1169069 | $1.1B | 146 | last filed Q2 2026 |
| Arrow Financial Corp | 717538 | $1.1B | 162 | last filed Q2 2026 |
| JGP Wealth Management, LLC | 1748278 | $1.1B | 231 | last filed Q2 2026 |
| SEVEN EIGHT CAPITAL, LP | 1575129 | $1.1B | 683 | last filed Q3 2024 |
| Frec Markets, Inc. | 2111359 | $1.1B | 905 | last filed Q2 2026 |
| Octagon Capital Advisors LP | 1839435 | $1.1B | 27 | last filed Q2 2026 |
| Great Waters Wealth Management | 1964535 | $1.1B | 131 | Q3 2026 |
| Onyx Bridge Wealth Group LLC | 1819476 | $1.1B | 389 | last filed Q2 2026 |
| Campbell Wealth Management | 1736648 | $1.1B | 97 | last filed Q4 2024 |
| MASON STREET ADVISORS, LLC | 1167711 | $1.1B | 15 | last filed Q2 2026 |
| Hightower 6M Holding, LLC | 1911968 | $1.1B | 234 | last filed Q3 2022 |
| Guardian Partners Inc. | 1884799 | $1.1B | 391 | last filed Q2 2026 |
| TOWER BRIDGE ADVISORS | 1278249 | $1.1B | 222 | last filed Q2 2026 |
| Galileo (PTC) Ltd | 1740858 | $1.1B | 3 | last filed Q2 2026 |
| Aperture Investors, LLC | 1787596 | $1.1B | 84 | last filed Q2 2026 |
| HBW ADVISORY SERVICES LLC | 1790525 | $1.1B | 463 | last filed Q2 2026 |
| Smith Anglin Financial, LLC | 1553540 | $1.1B | 209 | last filed Q2 2025 |
| CVA Family Office, LLC | 1802084 | $1.1B | 1,801 | last filed Q2 2026 |
| Opaleye Management Inc. | 1595855 | $1.1B | 58 | last filed Q2 2026 |
| Premier Fund Managers Ltd | 1673907 | $1.1B | 174 | last filed Q2 2026 |
| Heron Bay Capital Management | 1842149 | $1.1B | 97 | last filed Q2 2026 |
| Trivium Point Advisory, LLC | 1766564 | $1.1B | 354 | last filed Q2 2026 |
| Zweig-DiMenna Associates LLC | 1533950 | $1.1B | 70 | last filed Q2 2026 |
| Naviter Wealth, LLC | 1855567 | $1.1B | 305 | last filed Q2 2026 |
| Teamwork Financial Advisors, LLC | 1629931 | $1.1B | 184 | last filed Q2 2026 |
| Rodgers & Associates, LTD | 1846515 | $1.1B | 108 | last filed Q2 2026 |
| Silver Point Capital L.P. | 1332784 | $1.1B | 14 | last filed Q2 2026 |
| DUMAC, INC. | 1584258 | $1.1B | 16 | last filed Q2 2026 |
| Ullmann Wealth Partners Group, LLC | 1697725 | $1.1B | 174 | last filed Q2 2026 |
| BEACON FINANCIAL GROUP | 1591379 | $1.1B | 377 | last filed Q2 2026 |
| ARCH Venture Management, LLC | 1274403 | $1.1B | 12 | last filed Q2 2026 |
| BBFIT INVESTMENTS PTE LTD | 2094345 | $1.1B | 7 | last filed Q2 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1755911 | $1.1B | 77 | last filed Q2 2026 |
| Three Seasons Wealth, LLC | 2044495 | $1.1B | 180 | last filed Q2 2026 |
| SWISS RE LTD | 1519921 | $1.1B | 237 | last filed Q2 2026 |
| Golden State Wealth Management, LLC | 1776033 | $1.1B | 1,620 | last filed Q2 2026 |
| Red Door Wealth Management, LLC | 1783599 | $1.1B | 320 | last filed Q2 2026 |
| Wellesley Asset Management | 1533551 | $1.1B | 64 | last filed Q2 2026 |
| BRUNI J V & CO /CO | 1078841 | $1.1B | 33 | last filed Q2 2026 |
| Vivo Capital, LLC | 1674712 | $1.1B | 47 | last filed Q2 2026 |
| Miller Investment Management, LP | 1407382 | $1.1B | 83 | last filed Q2 2026 |
| Goldstein Advisors, LLC | 1963807 | $1.1B | 261 | last filed Q2 2026 |
| Berkshire Money Management, Inc. | 1535172 | $1.1B | 56 | last filed Q2 2026 |
| TAIYO LIFE INSURANCE CO | 1254890 | $1.1B | 11 | last filed Q2 2026 |
| Koch, Inc. | 2027344 | $1.1B | 10 | last filed Q2 2026 |
| Goldstone Financial Group, LLC | 2040021 | $1.1B | 240 | last filed Q2 2026 |
| CS MCKEE LP | 728575 | $1.1B | 100 | last filed Q4 2019 |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | $1.1B | 618 | Q3 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | 1725910 | $1.1B | 145 | last filed Q2 2026 |
| Alta Park Capital, LP | 1621855 | $1.1B | 27 | last filed Q2 2026 |
| Intrua Financial, LLC | 1812792 | $1.1B | 491 | last filed Q2 2026 |
| AGF Investments LLC | 1479598 | $1.1B | 285 | last filed Q3 2022 |
| Asset Advisors Investment Management, LLC | 1756695 | $1.1B | 102 | last filed Q2 2026 |
| RATIONAL ADVISORS, INC. | 1143565 | $1.1B | 195 | last filed Q2 2026 |
| Sheaff Brock Investment Advisors, LLC | 1666789 | $1.1B | 451 | last filed Q1 2025 |
| Bison Wealth, LLC | 1845251 | $1.1B | 477 | last filed Q2 2026 |
| Trybe Capital Management LP | 1807902 | $1.1B | 7 | last filed Q2 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 2022949 | $1.1B | 29 | last filed Q2 2026 |
| Granite Bay Wealth Management, LLC | 1911472 | $1.1B | 170 | last filed Q2 2026 |
| Lindbrook Capital, LLC | 1767045 | $1.1B | 2,779 | last filed Q1 2025 |
| Bares Capital Management, Inc. | 1340807 | $1.1B | 24 | last filed Q3 2025 |
| Palisade Asset Management, LLC | 1434323 | $1.1B | 204 | last filed Q2 2026 |
| Graham Holdings Co | 104889 | $1.1B | 6 | last filed Q2 2026 |
| RPg Family Wealth Advisory, LLC | 1569884 | $1.1B | 141 | last filed Q2 2026 |
| DOCK STREET ASSET MANAGEMENT INC | 1172779 | $1.1B | 64 | last filed Q2 2026 |
| Boulay Financial Advisors, LLC | 2056342 | $1.1B | 6 | last filed Q2 2026 |
| Alexandria Capital, LLC | 1573311 | $1.1B | 252 | last filed Q3 2021 |
| Hook Mill Capital Partners, LP | 1943395 | $1.1B | 37 | last filed Q2 2026 |
| Lourd Capital, LLC | 1568190 | $1.1B | 127 | last filed Q2 2019 |
| KMG FIDUCIARY PARTNERS, LLC | 1773205 | $1.1B | 207 | last filed Q2 2026 |
| WATER ISLAND CAPITAL LLC | 1222765 | $1.1B | 85 | last filed Q2 2026 |
| Second Line Capital, LLC | 1992879 | $1.1B | 176 | last filed Q2 2026 |
| TriCert Investment Counsel Inc. | 2143895 | $1.1B | 88 | last filed Q2 2026 |
| Ironvine Capital Partners, LLC | 1730478 | $1.1B | 56 | last filed Q2 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1166308 | $1.1B | 221 | last filed Q2 2026 |
| Coastline Trust Co | 1324279 | $1.1B | 347 | Q3 2026 |
| Oak Harvest Investment Services | 1839430 | $1.1B | 168 | last filed Q2 2026 |
| Cypress Capital Group | 1341748 | $1.1B | 314 | last filed Q2 2026 |
| Tamar Securities, LLC | 1703081 | $1.1B | 90 | last filed Q2 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | 2026079 | $1.1B | 5 | last filed Q2 2026 |
| Legacy Advisors, LLC | 1720969 | $1.1B | 337 | last filed Q2 2026 |
| Broad Bay Capital Management, LP | 1759115 | $1.1B | 24 | last filed Q2 2026 |
| Center for Financial Planning, Inc. | 1803557 | $1.1B | 666 | last filed Q2 2026 |
| JAG CAPITAL MANAGEMENT, LLC | 1080374 | $1.1B | 142 | last filed Q2 2026 |
| Graves Light Lenhart Wealth, Inc. | 1759803 | $1.1B | 196 | Q3 2026 |
| Pegasus Partners Ltd. | 1650654 | $1.1B | 171 | last filed Q3 2024 |
| Camber Capital Management LP | 1444043 | $1.1B | 25 | last filed Q2 2025 |
| Bedel Financial Consulting, Inc. | 1730511 | $1.1B | 307 | last filed Q2 2026 |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | $1.1B | 177 | last filed Q2 2026 |
| Cassaday & Co Inc. | 1900497 | $1.1B | 34 | last filed Q4 2021 |
| NWF Advisory Services Inc. | 2045735 | $1.1B | 452 | last filed Q2 2026 |
| Petrus Trust Company, LTA | 1473429 | $1.1B | 27 | last filed Q2 2026 |
| First Command Bank | 1693750 | $1.1B | 417 | last filed Q2 2023 |
| First Command Financial Services, Inc. | 1693789 | $1.1B | 417 | last filed Q2 2023 |
| CUTLER INVESTMENT COUNSEL LLC | 1285973 | $1.1B | 157 | last filed Q2 2026 |
| Brehaut David Pascal | 2106649 | $1.1B | 1 | last filed Q2 2026 |
| CPWM, LLC | 1697457 | $1.1B | 333 | last filed Q3 2022 |
| Polaris Capital Management, LLC | 1316926 | $1.1B | 84 | last filed Q2 2026 |
| Synergy Asset Management, LLC | 1699080 | $1.1B | 274 | last filed Q2 2026 |
| Planning Center, Inc. | 1910966 | $1.1B | 84 | last filed Q2 2026 |
| Rhenman & Partners Asset Management AB | 1599882 | $1.1B | 99 | last filed Q2 2026 |
| ANGELO GORDON & CO., L.P. | 860662 | $1.1B | 61 | last filed Q4 2025 |
| J. Stern & Co. LLP | 2011335 | $1.1B | 51 | last filed Q2 2026 |
| Boussard & Gavaudan Investment Management LLP | 1614986 | $1.1B | 89 | last filed Q1 2026 |
| WealthTrust Fairport, LLC | 1427806 | $1.1B | 434 | last filed Q1 2019 |
| HAP Trading, LLC | 1484972 | $1.1B | 439 | last filed Q2 2025 |
| Greylock XIV GP LLC | 1660424 | $1.1B | 1 | last filed Q2 2026 |
| GIRARD PARTNERS LTD. | 1000490 | $1.1B | 259 | last filed Q2 2024 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1734398 | $1.1B | 90 | last filed Q2 2026 |
| Minneapolis Portfolio Management Group, LLC | 1317253 | $1.1B | 34 | last filed Q2 2026 |
| Convergence Investment Partners, LLC | 1456133 | $1.1B | 241 | last filed Q2 2026 |
| Financial Management Professionals, Inc. | 1568132 | $1.1B | 1,054 | last filed Q2 2026 |
| FengHe Fund Management Pte. Ltd. | 1660531 | $1.1B | 18 | last filed Q2 2026 |
| Financial Plan, Inc. | 2107584 | $1.1B | 95 | last filed Q2 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1516450 | $1.1B | 105 | last filed Q2 2026 |
| ABNER HERRMAN & BROCK LLC | 1038661 | $1.1B | 111 | last filed Q2 2026 |
| Per Stirling Capital Management, LLC. | 1689933 | $1.1B | 332 | last filed Q2 2026 |
| Portland Global Advisors LLC | 1504941 | $1.1B | 154 | last filed Q2 2026 |
| V-Square Quantitative Management LLC | 1943239 | $1.1B | 725 | last filed Q2 2026 |
| Melqart Asset Management (UK) Ltd | 1712901 | $1.1B | 40 | last filed Q2 2026 |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | $1.0B | 2,749 | last filed Q2 2026 |
| Provenance Wealth Advisors, LLC | 2081584 | $1.0B | 609 | last filed Q2 2026 |
| 49 WEALTH MANAGEMENT, LLC | 2022291 | $1.0B | 189 | last filed Q2 2026 |
| Accurate Wealth Management, LLC | 1877728 | $1.0B | 576 | last filed Q2 2026 |
| Bain Capital Public Equity Management, LLC | 1156175 | $1.0B | 60 | last filed Q1 2019 |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | $1.0B | 663 | last filed Q2 2026 |
| True North Advisors, LLC | 1634556 | $1.0B | 291 | last filed Q2 2026 |
| SUMMIT SECURITIES GROUP LLC | 1531593 | $1.0B | 1,124 | last filed Q2 2026 |
| SOUTHERN FARM BUREAU LIFE INSURANCE | 1831944 | $1.0B | 15 | last filed Q2 2026 |
| Beacon Bank & Trust | 1831984 | $1.0B | 160 | last filed Q2 2026 |
| Beaumont Financial Partners, LLC | 1352764 | $1.0B | 302 | last filed Q3 2022 |
| Lomas Capital Management, LLC | 1559972 | $1.0B | 26 | last filed Q4 2020 |
| CAHILL FINANCIAL ADVISORS INC | 1600327 | $1.0B | 296 | last filed Q2 2026 |
| George Kaiser Family Foundation | 1265376 | $1.0B | 105 | last filed Q2 2026 |
| Kera Capital Partners, Inc. | 2040353 | $1.0B | 629 | last filed Q2 2026 |
| One Madison Group LLC | 1728278 | $1.0B | 27 | last filed Q2 2026 |