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 18 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
NEW YORK LIFE INSURANCE CO71633$527.2M3Q2 2026
Pinion Investment Advisors, LLC1738738$526.8M204Q2 2026
Altrius Capital Management Inc1940646$526.5M89Q2 2026
INVESTMENT MANAGEMENT OF VIRGINIA LLC1009022$526.5M180last filed Q1 2023
Merck & Co., Inc.310158$526.4M13Q2 2026
UNIO CAPITAL LLC1730565$526.2M19Q2 2026
SHAH CAPITAL MANAGEMENT1383838$526.2M9Q2 2026
LWMG, LLC1964955$526.1M90last filed Q3 2024
STEVENS CAPITAL PARTNERS1965176$525.8M157Q2 2026
Beverly Hills Private Wealth, LLC1965710$524.9M249Q2 2026
Decagon Asset Management LLP1950677$524.7M103Q2 2026
ALONGSIDE, LLC2113496$524.6M190Q2 2026
NEWMARK GROUP, INC.1690680$524.6M1last filed Q4 2021
DAFNA Capital Management LLC1389933$524.4M88Q2 2026
Hedeker Wealth, LLC1633910$524.1M92Q2 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC1794153$523.9M174Q2 2026
Stieven Capital Advisors, L.P.1388279$523.9M36Q2 2026
INDEPENDENT INVESTORS INC1121908$523.6M73Q2 2026
WealthPLAN Partners, LLC1639943$523.0M223Q2 2026
Newman Dignan & Sheerar, Inc.1566493$522.8M197Q2 2026
Wiser Wealth Management, Inc1573263$522.7M75Q2 2026
Wealth Group Ltd2010748$522.5M95Q2 2026
Hefren-Tillotson, Inc.1581793$522.5M13last filed Q1 2022
Rockline Wealth Management, LLC2005098$522.4M107Q2 2026
Adams Wealth Management1803084$522.3M147Q2 2026
Crumly & Associates Inc.1759578$522.3M194Q2 2026
Canton Hathaway, LLC1755785$521.7M283Q2 2026
Legacy Capital Wealth Partners, LLC1766228$521.4M377Q2 2026
SUFFOLK CAPITAL MANAGEMENT LLC897293$521.0M124last filed Q4 2018
Scissortail Wealth Management, LLC1906793$519.6M106Q2 2026
Churchill Financial Advisors, LLC2095935$519.4M123Q2 2026
venBio Partners LLC1776382$519.4M7Q2 2026
Compton Financial Group, LLC1844567$519.2M84Q2 2026
MINDSET WEALTH MANAGEMENT, LLC2044232$519.1M191Q2 2026
Wendel SE1721938$518.9M1Q2 2026
GAGNON SECURITIES LLC1125725$518.8M83Q2 2026
MBM WEALTH CONSULTANTS, LLC1762068$518.6M123Q2 2026
Palo Duro Investment Partners, LP1977128$518.3M32Q2 2026
E&G Advisors, LLC1598550$517.8M243Q2 2026
Cove Private Wealth, LLC2015131$517.7M207Q2 2026
Activest Wealth Management1883134$517.7M1,477Q2 2026
Milestones Administradora de Recursos Ltda.1912095$517.7M21Q2 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje2137659$517.6M12Q2 2026
Operose Advisors LLC1909750$517.5M522Q2 2026
Dechtman Wealth Management, LLC1992316$517.4M65last filed Q4 2024
Princeton Portfolio Strategies Group LLC1568289$516.9M138last filed Q2 2021
Broadleaf Partners, LLC1712686$516.6M86Q2 2026
DIVIDEND ASSETS CAPITAL, LLC1365167$516.5M137Q2 2026
PRUDENT INVESTORS NETWORK, INC.1766005$516.3M87Q2 2026
Bridgecreek Investment Management, LLC1370629$516.2M95last filed Q4 2023
Fortitude Family Office, LLC1950506$516.0M2,269Q2 2026
Searchlight Capital Partners, L.P.1697030$515.9M1Q2 2026
SB Management Ltd1818296$515.8M20last filed Q1 2022
10-15 ASSOCIATES, INC.1511144$515.7M93last filed Q3 2020
MILLER WEALTH ADVISORS, LLC1908158$515.7M123Q2 2026
ROPES WEALTH ADVISORS LLC1641652$515.3M252last filed Q3 2023
SPT Invest Management Sarl1831949$515.3M2last filed Q3 2022
Vickerman Investment Advisors, Inc.1898296$515.1M100Q2 2026
RIVER GLOBAL INVESTORS LLP1486180$515.0M138last filed Q4 2024
Curtis Advisory Group, LLC1664656$514.9M117Q2 2026
BENEDICT FINANCIAL ADVISORS INC711089$514.7M142Q2 2026
Total Clarity Wealth Management, Inc.1804909$514.7M361Q2 2026
Aristides Capital LLC1595521$514.2M162Q2 2026
Leverty Financial Group, LLC1908386$514.1M49Q2 2026
ENTRUST GLOBAL PARTNERS L L C1080818$514.1M4Q2 2026
Navigation Group, LLC2132497$514.1M121Q2 2026
FTV Management Company, L.P.2021589$513.8M1Q2 2026
Alliance Wealth Management Group1623707$513.7M103Q2 2026
CYPRESS ASSET MANAGEMENT INC/TX1030618$513.6M107Q2 2026
BCM ADVISORS, LLC1373017$513.6M80Q2 2026
Aspire Capital Advisors LLC1906014$513.5M134Q2 2026
Beacon Harbor Wealth Advisors, Inc.1784093$513.2M70Q2 2026
IAM Advisory, LLC1825292$513.2M107Q2 2026
Detalus Advisors, LLC1799677$513.1M191Q2 2026
RB Capital Management, LLC1695582$512.9M201Q2 2026
Bull Harbor Capital LLC2135047$512.8M552Q2 2026
Naria Inc.2012185$512.6M1Q2 2026
Magnitude Capital, LLC1556278$512.4M1Q2 2026
Grosvenor Holdings, L.L.C.1743987$512.3M14last filed Q1 2022
Retirement Solution LLC1914606$511.4M75Q2 2026
Tempus Wealth Planning, LLC1806428$511.4M282Q2 2026
Altrafin AG2110313$510.7M44Q2 2026
JFG Wealth Management, LLC1766972$510.6M67last filed Q3 2025
Next Level Private LLC1910366$510.5M174Q2 2026
Medina Value Partners, LLC1843543$510.4M28Q2 2026
Midwest Professional Planners, LTD.1730575$510.3M131Q2 2026
Richard P Slaughter Associates Inc1811783$510.1M101Q2 2026
Timothy G. Youngquist 2020 Irrevocable Trust2109159$510.0M115Q2 2026
Vishria Bird Financial Group, LLC1746438$509.9M97last filed Q3 2025
Spruce Street Capital LP2050194$509.7M30Q2 2026
Towneley Capital Management, Inc / DE2004980$509.5M46Q2 2026
Castle Rock Wealth Management, LLC1727605$509.4M268Q2 2026
Alibaba Group Holding Ltd1577552$509.4M2Q2 2026
Aries Wealth Management1729515$509.3M242Q2 2026
Financial Sense Advisors, Inc.1358828$508.4M137Q2 2026
Renaissance Investment Group LLC1509508$508.4M84Q2 2026
Round Table Services, LLC1375664$508.3M158last filed Q3 2022
55 North Private Wealth, LLC2106457$508.2M304Q2 2026
MCRAE CAPITAL MANAGEMENT INC320376$508.1M112Q2 2026
Beacon Financial Advisory LLC1800502$508.0M417Q2 2026
Integrated Investment Consultants, LLC1665337$507.8M269Q2 2026
Roof Eidam Maycock Peralta, LLC1028874$507.7M127Q2 2026
Old Port Advisors1744348$507.6M266Q2 2026
Buffington Mohr McNeal1317829$507.0M111last filed Q1 2025
Liberty Street Advisors, Inc.1489178$507.0M4Q2 2026
HGC Investment Management Inc.1711200$506.6M184Q2 2026
Lightrock Netherlands B.V.2041485$506.4M36Q2 2026
Ulysses Management LLC1510912$506.0M38Q2 2026
Herold Advisors, Inc.1891713$505.9M273Q2 2026
Keenan Capital, LLC1647363$505.8M11Q2 2026
Daiwa SB Investments Ltd.1435346$505.5M221last filed Q1 2019
COBIZ WEALTH, LLC1324659$505.5M112last filed Q2 2019
Rialto Wealth Management, LLC2054966$505.3M1,934Q2 2026
one8zero8, LLC2053138$505.0M266Q2 2026
Eldridge Investment Advisors, Inc.1727993$504.9M163Q2 2026
BUILDER INVESTMENT GROUP INC /ADV727117$504.7M107Q2 2026
Abound Wealth Management1950323$503.9M1,359Q2 2026
JPL Wealth Management, LLC2010710$503.8M1,876Q2 2026
Triangle Securities Wealth Management1541353$503.7M213Q2 2026
DDFG, Inc1967640$503.6M91Q2 2026
VHCP Management III, LLC1738053$503.6M18last filed Q4 2019
Hollow Brook Wealth Management LLC1455251$503.5M77Q2 2026
PNC Managed Account Solutions, Inc.1783285$503.3M542last filed Q2 2021
WealthBridge Capital Management, LLC1767313$503.1M235Q2 2026
Smith & Howard Wealth Management, LLC1543991$503.0M89Q2 2026
Shorepoint Capital Partners LLC1759476$502.8M98last filed Q3 2025
Beirne Wealth Consulting Services, LLC1697303$502.6M102Q2 2026
OAKMONT Corp924171$502.5M31Q2 2026
CAMDEN NATIONAL CORP750686$501.8M141last filed Q1 2021
CoreCommodity Management, LLC1301743$501.7M124Q2 2026
Wolff Financial Management LLC1767940$501.5M106Q2 2026
DORCHESTER WEALTH MANAGEMENT Co1649888$501.3M146last filed Q4 2024
PEDDOCK CAPITAL ADVISORS, LLC1597843$500.9M165Q2 2026
PRIVATE CAPITAL MANAGEMENT LLC1778185$500.9M213last filed Q4 2024
FOUNDERS GROVE WEALTH PARTNERS, LLC2046157$500.9M184Q2 2026
PLIMOTH TRUST CO LLC1623678$500.8M175Q2 2026
Trinity Legacy Partners, LLC1652529$500.5M109Q2 2026
Headwater Capital Co Ltd2036346$500.4M15Q2 2026
BROWN CAPITAL MANAGEMENT LLC885062$500.2M54Q2 2026
Intesa Sanpaolo Wealth Management2110902$499.7M309Q2 2026
First National Bank of Mount Dora, Trust Investment Services1423045$499.4M126Q2 2026
Twelve Points Wealth Management LLC1877090$499.1M213Q2 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC1509973$499.1M73Q2 2026
Private Wealth Strategies, L.L.C.1803189$498.4M73last filed Q2 2024
Mezzasalma Advisors, LLC1864916$498.3M171Q2 2026
TRV GP V, LLC1990717$498.2M3Q2 2026
Grey Ledge Advisors, LLC1660694$497.7M248Q2 2026
Capital Management Associates, Inc2008851$497.5M153Q2 2026
Core Wealth Advisors, Inc.1770532$497.5M126Q2 2026
Raab & Moskowitz Asset Management LLC1616664$497.3M193Q2 2026
ALTA FOX CAPITAL MANAGEMENT, LLC1858353$497.2M15Q2 2026
Monument Capital Management1729428$497.2M262Q2 2026
Crestone Asset Management LLC1845617$497.1M102last filed Q1 2024
ACCIDENT COMPENSATION CORP1618832$497.1M110last filed Q2 2020
Petix & Botte Co1803255$496.8M144Q2 2026
Tortoise Index Solutions, LLC1650373$496.8M64last filed Q1 2024
Ackerman Capital Advisors, LLC1699506$496.6M119Q2 2026
NVWM, LLC1697274$496.3M780Q2 2026
BAYVIEW ASSET MANAGEMENT, LLC1767366$496.3M50Q2 2026
Edenbrook Capital, LLC1666682$496.1M17Q2 2026
Philadelphia Financial Management of San Francisco, LLC1351407$495.8M45Q2 2026
SEGRA CAPITAL MANAGEMENT, LLC1607512$495.6M8Q2 2026
Altavista Wealth Management, Inc.1434981$495.5M189last filed Q4 2021
Blankinship & Foster, LLC1708872$495.5M79Q2 2026
Compton Wealth Advisory Group, LLC1761044$495.4M83Q2 2026
DERBY & COMPANY, INC1086611$495.3M78last filed Q3 2021
Integris Wealth Management, LLC1750852$495.2M131Q2 2026
Bedell Frazier Investment Counselling, LLC1388142$495.0M128last filed Q1 2026
Fairvoy Private Wealth, LLC2046607$494.8M200Q2 2026
Act Two Investors LLC1766907$494.7M37Q2 2026
Fermata Advisors, LLC1859259$494.5M275Q2 2026
Carlson Capital, L.P.1056973$494.4M73Q2 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC1766904$494.2M758Q2 2026
MARS JEWETT FINANCIAL GROUP, INC.2079098$494.1M46Q2 2026
MARATHON CAPITAL MANAGEMENT1213206$493.9M187Q2 2026
BEDEL FINANCIAL CONSULTING INC850553$493.9M235last filed Q3 2023
AUGUSTINE ASSET MANAGEMENT INC778963$493.9M121Q2 2026
Benin Management CORP1352871$493.8M152Q2 2026
SIEMENS AG940418$493.7M2Q2 2026
Dash Acquisitions Inc.1745885$493.7M72Q2 2026
High Falls Advisors, Inc1569139$493.6M144last filed Q4 2025
Spider Management Company, LLC1791621$493.4M6Q2 2026
Cascadia Advisory Services, LLC1800724$493.2M246last filed Q3 2021
HIGHLINE WEALTH PARTNERS LLC2042654$493.0M1,409Q2 2026
Fulcrum Capital LLC1724090$492.9M103Q2 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.2080247$492.8M151Q2 2026
Vantage Financial Partners, LLC1911766$492.6M212last filed Q4 2025
Uniting Wealth Partners, LLC2056414$492.5M207Q2 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN1339908$491.8M156Q2 2026
Cypress Point Wealth Management, LLC1825611$491.6M142Q2 2026
Marion Wealth Management1911097$491.5M156Q2 2026
Bellars Harris Wealth Management, LLC2136908$491.3M96Q2 2026
MORTON COMMUNITY BANK2011821$491.0M120Q2 2026
Schafer Cullen Capital Management Inc1056593$490.6M58last filed Q1 2021
Bulltick Wealth Management, LLC1912448$490.3M134Q2 2026
FORTEM FINANCIAL GROUP, LLC1766509$490.3M188Q2 2026
Summit Wealth Group, LLC1802865$490.3M129Q2 2026
Timber Creek Capital Management LLC1510848$489.9M80Q2 2026
Waterway Wealth Management, LLC1992193$489.7M96Q2 2026
Ancient Art, L.P.1426749$489.4M16Q2 2026
Atlantic Edge Private Wealth Management, LLC2011145$489.4M613Q2 2026
Karp Capital Management Corp1629680$489.1M121last filed Q3 2022
Montis Financial, LLC1844314$489.1M152Q2 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC1167487$489.1M244Q2 2026
TAP Consulting, LLC1748930$489.1M153last filed Q4 2024
COLLECTIVE FAMILY OFFICE LLC1845066$489.1M161Q2 2026
Dunhill Financial, LLC1948904$489.0M1,617Q2 2026
Retirement Management Systems Inc.2110516$488.5M55Q2 2026
Rempart Asset Management Inc.1844571$487.9M36Q2 2026
Weaver Consulting Group1780055$487.7M297Q2 2026
O'Keefe Stevens Advisory, Inc.1780565$487.7M81Q2 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV52024$487.4M30Q2 2026
Lineage Point Capital LP2093311$487.3M371Q2 2026
ENDEAVOUR CAPITAL ADVISORS INC1218749$487.3M35Q2 2026
Parisi Gray Wealth Management1716659$487.2M155Q2 2026
Wealth Advisory Solutions, LLC1834802$487.1M150Q2 2026
MONETARY MANAGEMENT GROUP INC1133014$486.7M335Q2 2026
Lorne Steinberg Wealth Management Inc.1851362$486.6M72Q2 2026
Vodafone Ventures Ltd1855428$486.2M1Q2 2026
Genworth Financial Inc1276520$486.1M2Q2 2026
Berkeley Capital Partners, LLC1667694$485.9M203Q2 2026
VAQUERO PRIVATE WEALTH, LTD2052555$485.9M194Q2 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC732847$485.7M82Q2 2026
WALLER FINANCIAL PLANNING GROUP, INC1736079$485.6M78Q2 2026
Paul John Balson1809125$485.6M90last filed Q4 2020
Plan Group Financial, LLC1940033$485.5M243Q2 2026
Corrigan Financial, Inc.1990951$485.4M44last filed Q1 2025
Stephens Greth Foundation2107267$485.2M4Q2 2026
Ordinal Holdings ManageCo, LP1729675$485.2M1last filed Q3 2021
Cadent Capital Advisors, LLC1803536$485.1M200Q2 2026
Crestview Partners IV GP, L.P.1818687$484.9M2Q2 2026
SECOR Capital Advisors, LP1593191$484.9M349last filed Q1 2019
Ashford Advisors, LLC1861158$484.8M23Q2 2026
FOURSIXTHREE CAPITAL LP1897652$484.7M17Q2 2026
JBJ Investment Partners, LLC1776321$484.6M63last filed Q4 2021
Prentice Wealth Management LLC1864229$484.4M122Q2 2026
WEDGEWOOD PARTNERS INC859804$484.4M18Q2 2026
Global View Capital Management LLC1994495$484.4M146Q2 2026
Royalty Pharma Sub-Manager, LLC2081668$483.8M5Q2 2026
Shengqi Capital (Hong Kong) Ltd2040405$483.7M11Q2 2026
Aspire Private Capital, LLC1767340$483.7M175Q2 2026
Heartland Bank & Trust Co1866040$483.3M211Q2 2026
Sciencast Management LP1653169$482.4M235Q2 2026
CAPITAL CITY TRUST CO/FL1095836$482.2M129Q2 2026
Storgate, LLC2110835$482.1M351Q2 2026
Sage Capital Advisors,llc1714107$481.9M136Q2 2026
Sabadell Asset Management, S.A S.G.I.I.C1730946$481.6M98last filed Q2 2023
Stewardship Advisors, LLC1733219$481.4M175Q2 2026
Winch Advisory Services, LLC1585822$481.4M567Q2 2026
BENDER ROBERT & ASSOCIATES894300$481.2M39Q2 2026

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