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 16 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| KKM Financial LLC | 2001943 | $729.9M | 169 | last filed Q2 2026 |
| Ignite Planners, LLC | 1849348 | $729.0M | 422 | last filed Q2 2026 |
| Caitong International Asset Management Co., Ltd | 1963355 | $728.9M | 2,999 | last filed Q2 2026 |
| Vanderbilt University | 1825985 | $728.3M | 74 | last filed Q2 2026 |
| PROFFITT & GOODSON INC | 1123812 | $728.1M | 294 | last filed Q2 2026 |
| INSPIRE TRUST CO, N.A. | 1993352 | $727.3M | 111 | last filed Q2 2026 |
| Lombard Odier Asset Management (USA) Corp | 1491719 | $726.9M | 114 | last filed Q2 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | 1730467 | $726.6M | 43 | last filed Q2 2026 |
| Financial Planning & Information Services, Inc. | 1841433 | $725.7M | 88 | last filed Q3 2024 |
| IFG Advisors, LLC | 1783412 | $725.4M | 165 | last filed Q2 2026 |
| Murchinson Ltd. | 1838556 | $724.8M | 84 | last filed Q2 2026 |
| Tensile Capital Management LP | 1598843 | $724.3M | 22 | last filed Q2 2026 |
| Curi Wealth Management, LLC | 1851184 | $723.9M | 160 | last filed Q4 2023 |
| Avitas Wealth Management LLC | 1734565 | $723.0M | 190 | last filed Q4 2024 |
| Stablepoint Partners, LLC | 2011237 | $722.7M | 260 | last filed Q2 2026 |
| Stonebridge Financial Group, LLC/CA | 2142299 | $722.2M | 310 | last filed Q2 2026 |
| Myriad Asset Management Ltd. | 1541349 | $721.8M | 85 | last filed Q1 2022 |
| ALLEN OPERATIONS LLC | 1389544 | $721.7M | 33 | last filed Q2 2026 |
| Hazelview Securities Inc. | 1705265 | $721.7M | 83 | last filed Q2 2026 |
| GCQ FUNDS MANAGEMENT PTY Ltd | 2031554 | $721.4M | 14 | last filed Q2 2026 |
| ASK CAPITAL MANAGEMENT, LLC | 2056598 | $721.0M | 4 | last filed Q2 2026 |
| Deeter Investments LLP | 1675711 | $720.9M | 97 | last filed Q2 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | 1275228 | $720.8M | 80 | last filed Q2 2026 |
| Security Financial Services, INC. | 1913590 | $720.8M | 203 | last filed Q2 2026 |
| Phocas Financial Corp. | 1356783 | $720.7M | 153 | last filed Q2 2026 |
| MURPHY CAPITAL MANAGEMENT INC | 1056515 | $720.2M | 217 | last filed Q2 2022 |
| JACKSON SQUARE CAPITAL, LLC | 1812178 | $719.0M | 138 | last filed Q2 2026 |
| Drexel Morgan & Co. | 1508512 | $718.8M | 60 | last filed Q2 2026 |
| Venrock Management V, LLC | 1444116 | $718.6M | 2 | last filed Q4 2021 |
| Elgethun Capital Management | 1638022 | $717.8M | 174 | last filed Q2 2026 |
| Austin Asset Management Co Inc | 1902024 | $717.5M | 94 | last filed Q2 2026 |
| Towercrest Capital Management | 1633288 | $717.4M | 110 | last filed Q2 2026 |
| MM Capital LLC | 1483617 | $717.0M | 5 | last filed Q2 2020 |
| Canvas Wealth Advisors, LLC | 1858782 | $716.9M | 251 | last filed Q2 2026 |
| Arden Trust Co | 1780607 | $716.3M | 234 | last filed Q2 2024 |
| Rather & Kittrell, Inc. | 1582112 | $715.6M | 108 | last filed Q2 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | 1814011 | $714.6M | 26 | last filed Q2 2026 |
| First Commonwealth Financial Corp /PA/ | 712537 | $714.6M | 269 | last filed Q2 2026 |
| KCL Capital, L.P. | 1722967 | $714.4M | 19 | last filed Q2 2023 |
| Teilinger Capital Ltd. | 1531879 | $714.2M | 8 | last filed Q2 2026 |
| Huntleigh Advisors, Inc. | 1367653 | $714.2M | 303 | last filed Q2 2026 |
| LJI Wealth Management, LLC | 1988563 | $713.9M | 201 | last filed Q2 2026 |
| MAK CAPITAL ONE LLC | 1385702 | $713.8M | 17 | last filed Q2 2026 |
| Secure Asset Management, LLC | 1800692 | $713.7M | 320 | last filed Q2 2026 |
| Optas, LLC | 1802961 | $713.7M | 494 | last filed Q2 2026 |
| ZEVIN ASSET MANAGEMENT LLC | 1394096 | $712.7M | 97 | last filed Q2 2026 |
| Summit Street Capital Management, LLC | 1595533 | $712.6M | 31 | last filed Q2 2026 |
| Alight Capital Management LP | 1651473 | $712.5M | 80 | last filed Q2 2026 |
| HMI Capital Management, L.P. | 1469026 | $712.4M | 13 | last filed Q2 2026 |
| Tyche Wealth Partners LLC | 2004818 | $712.4M | 339 | last filed Q2 2026 |
| Radnor Capital Management, LLC | 1696867 | $712.0M | 312 | last filed Q2 2026 |
| First National Advisers, LLC | 1941030 | $711.8M | 251 | last filed Q2 2026 |
| SageGuard Financial Group, LLC | 1861378 | $711.7M | 211 | last filed Q2 2026 |
| TrinityPoint Wealth, LLC | 1766510 | $711.7M | 334 | last filed Q4 2024 |
| Hexagon Capital Partners LLC | 1831542 | $711.4M | 268 | last filed Q2 2026 |
| FINDELL CAPITAL MANAGEMENT LLC | 1814465 | $710.3M | 12 | last filed Q2 2026 |
| Trust Co of the South | 2008165 | $710.2M | 146 | last filed Q2 2026 |
| Tulsa Wealth Advisors, INC | 2114442 | $710.2M | 166 | last filed Q2 2026 |
| Hamilton Point Investment Advisors, LLC | 1599746 | $710.2M | 192 | last filed Q2 2026 |
| Chandler Asset Management, Inc. | 1665018 | $709.7M | 21 | last filed Q2 2026 |
| Destiny Wealth Partners, LLC | 1844369 | $708.9M | 184 | last filed Q2 2026 |
| Monarch Alternative Capital LP | 1281084 | $707.2M | 8 | last filed Q2 2026 |
| K.J. Harrison & Partners Inc | 1418359 | $705.7M | 224 | last filed Q2 2026 |
| KELLEHER FINANCIAL ADVISORS | 1507971 | $704.8M | 864 | last filed Q2 2026 |
| Rivermont Capital Management LP | 1965613 | $704.8M | 20 | last filed Q2 2026 |
| Pacific Sage Partners, LLC | 1936845 | $704.6M | 127 | last filed Q2 2026 |
| VEGA INVESTMENT SOLUTIONS | 2056914 | $704.5M | 144 | last filed Q2 2026 |
| DSG Capital Advisors, LLC | 2060765 | $704.2M | 118 | last filed Q2 2026 |
| TLT Family Holdco ULC | 2081869 | $703.9M | 9 | last filed Q2 2026 |
| PLATINUM PARAMOUNT INVESTMENT LTD. | 2089123 | $703.7M | 3 | last filed Q2 2026 |
| Talos Eurisko Asset Management LP | 2041062 | $703.4M | 25 | last filed Q2 2026 |
| SNOW CAPITAL MANAGEMENT LP | 1262124 | $703.3M | 136 | last filed Q2 2021 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1767601 | $702.9M | 136 | Q3 2026 |
| Global Wealth Management Investment Advisory, Inc. | 1767855 | $702.7M | 160 | last filed Q2 2026 |
| Mountain Capital Investment Advisors Inc. | 1714506 | $702.2M | 95 | last filed Q2 2026 |
| Summit Wealth Partners, LLC | 2033312 | $701.9M | 280 | last filed Q2 2026 |
| 12th Street Asset Management Company, LLC | 1633703 | $701.8M | 32 | last filed Q2 2026 |
| Strategic Global Advisors, LLC | 1580212 | $701.8M | 129 | last filed Q2 2026 |
| Atlas Wealth LLC | 1964106 | $701.4M | 178 | last filed Q2 2026 |
| CENTRAL BANK & TRUST CO | 1175954 | $701.4M | 181 | Q3 2026 |
| OAK HILL ADVISORS LP | 1164688 | $700.9M | 12 | last filed Q2 2026 |
| American Money Management, LLC | 1600085 | $700.2M | 174 | last filed Q2 2026 |
| BWCP, LP | 1787893 | $700.1M | 24 | last filed Q2 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 1728355 | $699.8M | 77 | last filed Q2 2026 |
| LARCH CAPITAL PARTNERS LLC | 2112646 | $699.6M | 58 | last filed Q2 2026 |
| Probity Advisors, Inc. | 1676603 | $699.2M | 232 | last filed Q2 2026 |
| HIGHLAND ASSOCIATES INC | 716187 | $699.0M | 7 | last filed Q2 2019 |
| Militia Capital Partners, LP | 1837496 | $698.6M | 215 | last filed Q4 2025 |
| FIDUCIENT ADVISORS LLC | 1729866 | $698.4M | 153 | last filed Q2 2026 |
| Tarbox Family Office, Inc. | 1599603 | $698.2M | 96 | last filed Q2 2026 |
| Princeton Global Asset Management LLC | 1767349 | $697.8M | 831 | last filed Q2 2026 |
| DV EQUITIES, LLC | 1841659 | $697.7M | 107 | last filed Q2 2026 |
| Saturn V Capital Management LP | 1964437 | $697.5M | 23 | last filed Q2 2026 |
| Mraz, Amerine & Associates, Inc. | 1542324 | $697.1M | 199 | last filed Q2 2026 |
| Crane Advisory, LLC | 1951283 | $696.6M | 55 | last filed Q2 2026 |
| Brickley Wealth Management | 1712533 | $696.4M | 68 | last filed Q2 2026 |
| Boston Standard Wealth Management, LLC | 1630939 | $695.9M | 57 | Q3 2026 |
| IPG Investment Advisors LLC | 1602237 | $695.9M | 268 | last filed Q2 2026 |
| Affiance Financial, LLC | 1723681 | $695.4M | 110 | last filed Q2 2026 |
| Cornerstone Management, Inc. | 1587867 | $695.1M | 67 | last filed Q2 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | 1844831 | $694.6M | 209 | Q3 2026 |
| Deltroit Asset Management (UK) LLP | 2104766 | $694.6M | 32 | last filed Q2 2026 |
| Aspen Grove Capital, LLC | 1806027 | $694.5M | 214 | last filed Q2 2026 |
| Volterra Technologies LP | 1833567 | $694.4M | 146 | last filed Q2 2026 |
| Rule One Partners, LLC | 2040263 | $694.1M | 13 | last filed Q2 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 771118 | $693.9M | 172 | last filed Q2 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 1176347 | $692.1M | 6 | last filed Q2 2026 |
| Black Swift Group, LLC | 1704212 | $692.0M | 143 | last filed Q2 2026 |
| PERSONAL CFO SOLUTIONS, LLC | 1677501 | $691.9M | 529 | last filed Q2 2026 |
| CORTLAND ASSOCIATES INC/MO | 1014315 | $691.8M | 62 | last filed Q2 2026 |
| Blue Fin Capital, Inc. | 1576102 | $691.8M | 164 | last filed Q2 2026 |
| SeaBridge Investment Advisors LLC | 1304229 | $691.6M | 188 | last filed Q2 2026 |
| Capital Planning Advisors, LLC | 1631941 | $691.6M | 146 | last filed Q1 2026 |
| Wealth Alliance Advisory Group, LLC | 1735734 | $691.4M | 203 | last filed Q2 2026 |
| Ionic Capital Management LLC | 1386462 | $690.3M | 112 | last filed Q2 2026 |
| CHICAGO TRUST Co NA | 1601539 | $690.1M | 382 | last filed Q2 2026 |
| Heirloom Wealth Management | 1882903 | $690.0M | 61 | last filed Q2 2026 |
| Technology Crossover Management IX, Ltd. | 1698264 | $689.9M | 6 | last filed Q2 2026 |
| Quantitative Advantage, LLC | 1368905 | $689.4M | 115 | last filed Q1 2023 |
| Arlington Value Capital, LLC | 1568820 | $688.0M | 16 | last filed Q1 2020 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 932724 | $687.6M | 316 | last filed Q2 2026 |
| Encompass More Asset Management | 2011218 | $687.3M | 270 | last filed Q2 2026 |
| PETTYJOHN, WOOD & WHITE, INC | 1128213 | $687.3M | 222 | last filed Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2111403 | $686.5M | 383 | last filed Q2 2026 |
| Community Financial Services Group, LLC | 1537319 | $686.3M | 532 | last filed Q2 2026 |
| Marshall Financial Group, LLC | 1841496 | $685.7M | 311 | last filed Q2 2026 |
| TOEWS CORP /ADV | 932000 | $685.7M | 151 | last filed Q2 2026 |
| Camelot Capital Partners, LLC | 1753570 | $685.6M | 1 | last filed Q2 2025 |
| Redpoint Investment Management Pty Ltd | 1732538 | $683.8M | 584 | last filed Q3 2022 |
| Blume Capital Management, Inc. | 1587192 | $683.7M | 356 | last filed Q2 2026 |
| BURLING WEALTH PARTNERS, LLC | 2054946 | $683.4M | 180 | last filed Q2 2026 |
| Asset Management Group, Inc. | 1511550 | $683.3M | 137 | last filed Q2 2026 |
| Patriot Wealth Management, Inc. | 1347104 | $683.2M | 77 | last filed Q4 2018 |
| CALTON & ASSOCIATES, INC. | 822648 | $682.8M | 419 | last filed Q2 2026 |
| Calydon Capital | 1759271 | $682.6M | 277 | last filed Q2 2026 |
| Beacon Capital Management, LLC | 1921487 | $682.5M | 175 | last filed Q2 2026 |
| WILSEY ASSET MANAGEMENT INC | 1598379 | $681.0M | 28 | last filed Q2 2026 |
| Bell Investment Advisors, Inc | 1890149 | $680.8M | 1,820 | last filed Q2 2026 |
| Oliver Luxxe Assets LLC | 1666239 | $680.3M | 194 | last filed Q2 2026 |
| Peak Asset Management, LLC | 1632512 | $680.2M | 181 | last filed Q2 2026 |
| First Bank & Trust | 1692632 | $680.0M | 270 | last filed Q2 2026 |
| Column Capital Advisors, LLC | 1552564 | $680.0M | 801 | last filed Q3 2023 |
| SevenBridge Financial Group, LLC | 1673954 | $679.8M | 212 | last filed Q2 2026 |
| Citizens National Bank Trust Department | 1806425 | $679.7M | 381 | last filed Q2 2026 |
| Spectrum Financial Alliance Ltd LLC | 1566531 | $679.5M | 31 | last filed Q2 2026 |
| BEACH INVESTMENT COUNSEL INC/PA | 1058800 | $679.4M | 117 | last filed Q1 2025 |
| BOURGEON CAPITAL MANAGEMENT LLC | 1088731 | $679.2M | 102 | last filed Q2 2026 |
| Maia Wealth LLC | 2010858 | $678.9M | 354 | last filed Q2 2026 |
| Huber Capital Management LLC | 1511697 | $678.5M | 99 | last filed Q2 2026 |
| Atlas Legacy Advisors, LLC | 2054111 | $677.5M | 213 | last filed Q2 2026 |
| ASHTON THOMAS SECURITIES, LLC | 771572 | $677.1M | 377 | last filed Q2 2026 |
| DELTEC ASSET MANAGEMENT LLC | 1269950 | $677.0M | 264 | last filed Q2 2026 |
| Marquard & Bahls AG | 1524341 | $677.0M | 2 | last filed Q4 2023 |
| FourThought Financial, LLC | 1865966 | $676.7M | 1,479 | last filed Q3 2022 |
| 9258 Wealth Management, LLC | 1766506 | $676.5M | 356 | last filed Q3 2024 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1752758 | $676.0M | 148 | last filed Q2 2026 |
| ELLINGTON MANAGEMENT GROUP LLC | 1098490 | $675.6M | 170 | last filed Q2 2021 |
| Tempo Wealth, LLC | 2112005 | $675.2M | 237 | last filed Q2 2026 |
| CADINHA & CO LLC | 923469 | $675.2M | 107 | last filed Q2 2026 |
| Bellwether Advisors, LLC | 1819815 | $675.0M | 167 | last filed Q2 2026 |
| Carrera Capital Advisors | 2035329 | $674.9M | 210 | last filed Q2 2026 |
| WPWealth LLP | 1950118 | $673.9M | 103 | last filed Q2 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | 826154 | $673.7M | 118 | last filed Q2 2026 |
| SCGF III MANAGEMENT LLC | 1367787 | $673.5M | 1 | last filed Q4 2021 |
| Vertex Planning Partners, LLC | 1942341 | $673.5M | 158 | last filed Q2 2026 |
| Truvestments Capital LLC | 1750405 | $673.1M | 1,150 | last filed Q2 2026 |
| PAX Financial Group, LLC | 1803673 | $673.0M | 207 | last filed Q2 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | $672.5M | 158 | Q3 2026 |
| MYDA Advisors LLC | 1589689 | $671.9M | 162 | last filed Q2 2026 |
| Curran Financial Partners, LLC | 1843867 | $671.8M | 140 | last filed Q2 2026 |
| MA Private Wealth | 1767474 | $671.4M | 88 | last filed Q2 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1989941 | $671.3M | 197 | last filed Q2 2026 |
| Avenir Tech Ltd | 2029708 | $671.0M | 32 | last filed Q2 2026 |
| Armbruster Capital Management, Inc. | 1664847 | $670.8M | 125 | last filed Q2 2026 |
| Square Wave Capital, LLC | 2077145 | $670.3M | 11 | last filed Q2 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 1585828 | $670.1M | 79 | last filed Q2 2026 |
| Exchange Capital Management, Inc. | 1317733 | $670.0M | 206 | last filed Q2 2025 |
| STRATEGY ASSET MANAGERS LLC | 1166716 | $669.7M | 265 | last filed Q2 2026 |
| STEWART & PATTEN CO LLC | 860580 | $668.9M | 94 | last filed Q1 2024 |
| Verum Partners LLC | 1958984 | $668.6M | 202 | last filed Q2 2026 |
| AVIANCE CAPITAL MANAGEMENT, LLC | 1412575 | $668.2M | 237 | last filed Q1 2019 |
| SASCO CAPITAL INC / CT/ | 788714 | $667.8M | 51 | last filed Q3 2024 |
| TSG Advice Partners, LLC | 2111347 | $667.4M | 135 | last filed Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | 1998414 | $666.3M | 349 | last filed Q2 2026 |
| CAPITAL MANAGEMENT CORP /VA | 1074273 | $666.3M | 72 | last filed Q2 2026 |
| Cynosure Group, LLC | 1763409 | $665.5M | 180 | last filed Q2 2026 |
| ADVOCATE GROUP LLC | 1853401 | $665.1M | 122 | last filed Q2 2026 |
| Cantillon Capital Management LLC | 1279936 | $665.1M | 27 | last filed Q2 2026 |
| Advisory Resource Group | 1764968 | $665.0M | 183 | last filed Q2 2026 |
| Blue Owl Capital Holdings LP | 1858703 | $664.5M | 76 | last filed Q2 2026 |
| San Luis Wealth Advisors LLC | 1844709 | $664.4M | 183 | last filed Q2 2026 |
| Citizens Business Bank | 1948632 | $664.1M | 139 | last filed Q2 2026 |
| MCMORGAN & CO LLC | 1162695 | $664.0M | 37 | last filed Q2 2026 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 1939970 | $663.5M | 143 | last filed Q2 2026 |
| Pacific Capital Wealth Advisors, Inc. | 1803523 | $663.4M | 92 | last filed Q2 2026 |
| Bain Capital Prairie, LLC | 2067353 | $663.1M | 1 | last filed Q2 2026 |
| WFM ASIA (BVI) Ltd | 1632574 | $662.8M | 5 | last filed Q2 2026 |
| Wick Capital Partners, LLC | 1904388 | $662.7M | 246 | last filed Q2 2026 |
| Financial Architects, Inc | 1416692 | $662.5M | 316 | last filed Q2 2023 |
| Brady Martz Wealth Solutions, LLC | 2049470 | $662.0M | 228 | last filed Q2 2026 |
| Wealthstream Advisors, Inc. | 1833780 | $661.3M | 204 | last filed Q3 2025 |
| Montecito Bank & Trust | 1422508 | $660.5M | 272 | Q3 2026 |
| Providence Capital Advisors, LLC | 1730814 | $660.5M | 385 | last filed Q2 2026 |
| Beck Bode, LLC | 1790548 | $660.5M | 108 | last filed Q2 2026 |
| Zega Financial, LLC | 1610186 | $660.0M | 108 | last filed Q3 2024 |
| Ellis Investment Partners, LLC | 1765590 | $660.0M | 285 | last filed Q2 2026 |
| Fourth Sail Capital LP | 1803158 | $659.9M | 26 | last filed Q2 2026 |
| Partners in Financial Planning | 2054264 | $659.5M | 131 | last filed Q2 2026 |
| MinichMacGregor Wealth Management, LLC | 1744318 | $659.2M | 150 | last filed Q2 2026 |
| Essex LLC | 1889147 | $658.8M | 180 | last filed Q2 2026 |
| West Financial Advisors, LLC | 1843684 | $658.5M | 224 | last filed Q2 2026 |
| Pandi, LLC | 2058702 | $658.3M | 4 | last filed Q2 2026 |
| Mengis Capital Management, Inc. | 1609674 | $657.7M | 218 | last filed Q2 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | 1080351 | $657.5M | 117 | last filed Q2 2026 |
| Belmont Capital, LLC | 1793367 | $657.5M | 167 | last filed Q2 2025 |
| Alpha Omega Wealth Management LLC | 1665633 | $657.0M | 208 | last filed Q2 2026 |
| Ritter Daniher Financial Advisory LLC / DE | 1936603 | $656.8M | 602 | last filed Q2 2026 |
| Hillcrest Asset Management LLC | 1415345 | $656.2M | 60 | last filed Q4 2021 |
| CMH Wealth Management LLC | 1657516 | $655.5M | 117 | last filed Q2 2026 |
| Clear Trail Advisors, LLC | 2097856 | $655.2M | 161 | last filed Q2 2026 |
| Sovereign Financial Group, Inc. | 1846175 | $654.4M | 386 | last filed Q2 2026 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1673815 | $654.4M | 746 | last filed Q2 2024 |
| Factor Wealth Management LTD | 2055816 | $654.1M | 163 | Q3 2026 |
| WealthShield Partners, LLC | 1729303 | $653.8M | 379 | last filed Q2 2026 |
| Marble Wealth, LLC | 2110081 | $653.3M | 234 | last filed Q2 2026 |
| Fund Management at Engine No. 1 LLC | 1927961 | $653.1M | 438 | last filed Q3 2023 |
| Endurance Services Ltd | 2011025 | $653.0M | 8 | last filed Q2 2026 |
| Crawford Fund Management, LLC | 1816427 | $652.9M | 199 | last filed Q2 2026 |
| Stamos Capital Partners, L.P. | 1705399 | $652.5M | 140 | last filed Q2 2026 |
| Nordwand Advisors, LLC | 1962713 | $652.2M | 146 | last filed Q2 2026 |
| Three Arch Wealth Management LLC | 2109462 | $651.9M | 69 | last filed Q2 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | 1939831 | $651.4M | 96 | last filed Q2 2026 |
| Garrett Wealth Advisory Group, LLC | 1729443 | $650.6M | 149 | last filed Q2 2026 |
| BlueSpruce Investments, LP | 1600285 | $650.4M | 18 | last filed Q2 2026 |
| Gibraltar Capital Management, Inc. | 1625986 | $650.3M | 124 | last filed Q2 2026 |
| Broad Run Investment Management, LLC | 1568621 | $649.7M | 24 | last filed Q2 2026 |
| Onex Canada Asset Management Inc. | 905790 | $649.3M | 80 | last filed Q2 2026 |
| Perennial Advisors, LLC | 1697360 | $649.2M | 136 | last filed Q2 2026 |
| Asset Allocation Strategies LLC | 1922879 | $649.1M | 177 | last filed Q2 2026 |
| Veritas Investment Management (UK) Ltd | 1577920 | $647.8M | 35 | last filed Q4 2021 |
| Goodman Financial Corp | 1382303 | $647.0M | 73 | last filed Q2 2026 |
| Harvest Investment Services, LLC | 1591097 | $646.9M | 383 | last filed Q2 2026 |
| JB CAPITAL PARTNERS LP | 1138532 | $646.4M | 87 | last filed Q2 2026 |
| Broderick Brian C | 1314376 | $646.1M | 95 | last filed Q2 2026 |
| Point72 Asia (Singapore) Pte. Ltd. | 1666791 | $645.8M | 864 | last filed Q3 2025 |
| Concord Asset Management, LLC/VA | 2031885 | $645.8M | 126 | last filed Q2 2026 |
| Legacy Financial Strategies, LLC | 1723925 | $645.7M | 152 | last filed Q2 2026 |
| Advisors Preferred, LLC | 1598841 | $645.6M | 220 | last filed Q2 2026 |
| Patient Square Capital LP | 1819257 | $645.5M | 23 | last filed Q2 2026 |
| Waterfront Wealth Inc. | 1775210 | $645.5M | 298 | last filed Q2 2026 |