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 19 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
Mudita Advisors LLP1907809$481.0M24Q2 2026
NovaPoint Capital, LLC1815025$480.9M161Q2 2026
Hurlow Wealth Management Group, Inc.1747749$480.6M125Q2 2026
Mason & Associates, LLC1895045$480.6M45Q2 2026
Old Mission Investment Co LLC2149839$480.5M163Q2 2026
EXECUTIVE WEALTH GROUP LLC2014165$480.4M57last filed Q1 2024
THOMAS WHITE INTERNATIONAL LTD1092351$480.3M258last filed Q2 2023
Standard General L.P.1409888$480.2M2Q2 2026
Napier Financial, LLC2086579$480.0M472Q2 2026
Marino Management, LLC1845680$479.9M11Q2 2026
CONTINENTAL GENERAL INSURANCE CO24046$479.6M9Q2 2026
Farmers National Bank1632966$479.2M180Q2 2026
Bank of New Hampshire1870761$479.2M537Q2 2026
VALUEWORKS LLC1282189$479.2M38Q2 2026
Triune Financial Partners, LLC2040393$478.9M49Q2 2026
Rollins Financial1853019$478.8M97last filed Q4 2023
Kraft, Davis & Associates, LLC1919438$478.8M155Q2 2026
May Hill Capital, LLC2056340$478.7M256Q2 2026
Evernest Financial Advisors, LLC2009530$478.1M191Q2 2026
Barry Investment Advisors, LLC1631639$478.1M102Q2 2026
Knox Lane LP2109564$478.0M1Q2 2026
Mattson Financial Services, LLC2034595$477.8M235Q2 2026
Palumbo Wealth Management LLC1846310$477.6M237Q2 2026
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC1442173$477.2M95last filed Q4 2018
Cornerstone Wealth Advisors, Inc.1862176$477.2M55Q2 2026
JANICZEK WEALTH MANAGEMENT, LLC1598561$477.1M1,091last filed Q2 2024
Standpoint Asset Management, LLC1780423$477.0M8Q2 2026
RFG Holdings, Inc.1845210$476.9M87Q2 2026
Gator Capital Management, LLC1570284$476.6M67Q2 2026
Z3 Capital Partners, LLC2127787$476.4M192Q2 2026
Elemental Capital Partners LLC1860672$476.3M12Q2 2026
MAGNOLIA GROUP, LLC1618376$476.3M16Q2 2026
Paragon Advisors, LLC1799719$476.1M77Q2 2026
Joseph Group Capital Management1910383$476.0M387Q2 2026
Gallagher Benefit Services, Inc.1527782$476.0M186last filed Q4 2022
F3Logic, LLC1733777$476.0M186last filed Q4 2022
LIGHTHOUSE FINANCIAL SERVICES INC /ADV1068979$475.9M102Q2 2026
MADISON WEALTH MANAGEMENT1801857$475.8M150last filed Q3 2023
Stokes & Hubbell Capital Management, LLC1653866$475.6M134last filed Q1 2019
Stone Ridge Asset Management LLC1584728$475.0M1last filed Q1 2021
DG Capital Management, LLC1512716$474.9M22Q2 2026
Park Edge Advisors, LLC1965659$474.9M149Q2 2026
Financial & Tax Architects, LLC1758543$474.3M110Q2 2026
Scott & Selber, Inc.1315269$473.7M91Q2 2026
Ipswich Investment Management Co., Inc.1463753$473.6M190Q2 2026
Guidance Point Advisors, LLC1767710$473.6M102Q2 2026
Austin Wealth Management, LLC2003112$473.4M126Q2 2026
ArchPoint Investors1483472$473.4M80Q2 2026
VAN DEN BERG MANAGEMENT I, INC1142062$473.3M120Q2 2026
American Investment Services, Inc.1369913$473.3M133Q2 2026
Logan Stone Capital, LLC1535521$473.2M155Q2 2026
BCGM Wealth Management, LLC1830467$473.0M182Q2 2026
First Personal Financial Services1633869$472.9M570last filed Q3 2024
Shelter Mutual Insurance Co1455288$472.8M58Q2 2026
Cherry Tree Wealth Management, LLC1985414$472.7M582last filed Q1 2026
CAPITAL INSIGHT PARTNERS, LLC1664385$472.5M134last filed Q4 2025
Copper Harbor Investment Advisors, LLC1808027$472.4M95Q2 2026
Susquehanna International Group Ltd.1765924$472.2M108last filed Q3 2024
Whitener Capital Management, Inc.825217$472.1M184Q2 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC.1766995$471.9M113Q2 2026
Cordoba Advisory Partners LLC2067133$471.8M144Q2 2026
Acumen Wealth Advisors, LLC1939202$471.8M493Q2 2026
Lansing Street Advisors1926571$471.7M167Q2 2026
Aisling Capital Management LP1766721$471.6M14Q2 2026
PEAVINE CAPITAL, LLC1594540$471.6M9Q2 2026
Paulson Wealth Management Inc.1731878$471.4M146Q2 2026
CALIFORNIA FIRST LEASING CORP803016$471.1M34Q2 2026
Decker Wealth Management LLC2129751$471.1M106Q2 2026
D.B. Root & Company, LLC1731717$470.8M207Q2 2026
BAKER TILLY WEALTH MANAGEMENT, LLC1840565$470.8M284Q2 2026
High Net Worth Advisory Group LLC1919142$470.7M250Q2 2026
AMI INVESTMENT MANAGEMENT INC1122241$470.5M78Q2 2026
CFO4Life, L.P.1632248$470.5M176last filed Q4 2022
Jones Hill Capital LP2102314$470.4M29Q2 2026
Bill Few Associates, Inc.1914644$470.0M225Q2 2026
Waypoint Capital Advisors, LLC1905662$469.6M127last filed Q3 2024
Hartree Partners, LP1597857$469.0M117Q2 2026
MilWealth Group LLC1972750$468.9M82Q2 2026
BASSO CAPITAL MANAGEMENT, L.P.1287978$468.8M136Q2 2026
HILL ISLAND FINANCIAL LLC1909798$468.7M93Q2 2026
KADENSA CAPITAL Ltd1720980$468.6M28Q2 2026
Evergreen Advisors, LLC1762294$468.6M31Q2 2026
Sollinda Capital Management LLC2012034$468.4M78Q2 2026
Hilltop National Bank2021658$468.4M805Q2 2026
DIVERSIFIED MANAGEMENT INC922372$468.1M171Q2 2026
PARADIGM ASSET MANAGEMENT CO LLC1034549$468.1M419Q2 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA920441$468.0M128Q2 2026
Sequent Planning LLC2009724$468.0M269Q2 2026
Mystic Asset Management, Inc.1912460$467.9M225Q2 2026
Trustees of Columbia University in the City of New York1420995$467.8M3Q2 2026
QUATTRO FINANCIAL ADVISORS LLC1705929$467.8M93Q2 2026
SPEECE THORSON CAPITAL GROUP INC900169$467.7M37Q2 2026
Truffle Hound Capital, LLC1595862$467.7M52Q2 2026
VELA Investment Management, LLC1895612$467.7M143Q2 2026
GUIDANCE CAPITAL, INC1958743$467.6M233Q2 2026
Foyston, Gordon & Payne Inc1322853$467.6M68Q2 2026
Steamboat Capital Partners, LLC1635663$467.6M59Q2 2026
BRAVE ASSET MANAGEMENT INC1085867$467.5M146Q2 2026
OLD DOMINION CAPITAL MANAGEMENT INC1133385$467.5M170last filed Q3 2021
Mizuho Bank, Ltd.1512734$467.4M6Q2 2026
Talaria Asset Management Pty Ltd2026352$467.3M12Q2 2026
Kelly Financial Services LLC2023336$467.2M141Q2 2026
Stokes Capital Advisors, LLC1734460$466.9M118Q2 2026
ADW Capital Management, LLC1745214$466.9M8Q2 2026
CVC Management Holdings II Ltd.2023131$466.7M4Q2 2026
Rothschild Capital Partners, LLC1569833$466.6M89Q2 2026
Poehling Capital Management, INC.1730815$466.3M166Q2 2026
PW Nova Financial Services LLC2127408$466.2M208Q2 2026
PILGRIM GLOBAL ADVISORS LLC1963918$466.1M3Q2 2026
O'Dell Group, LLC1742569$466.1M42last filed Q3 2025
Independence Advisors, LLC1679118$465.9M170last filed Q3 2020
MERIDIAN INVESTMENT COUNSEL INC.1427351$465.9M250Q2 2026
Skaana Management L.P.1860998$465.3M132Q2 2026
Eldred Rock Partners, LLC1984180$465.1M29Q2 2026
CAROLINAS WEALTH CONSULTING LLC1803425$464.9M1,012last filed Q1 2025
Hernani Holdings LLC1788700$464.9M12last filed Q2 2021
FARMERS & MERCHANTS TRUST Co OF LONG BEACH1737090$464.8M200Q2 2026
RWC ASSET ADVISORS (US) LLC1638081$464.4M14last filed Q1 2026
McCutchen Group LLC1544224$464.3M22last filed Q3 2022
United American Securities Inc. (d/b/a UAS Asset Management)1349353$464.1M13Q2 2026
SMART Wealth LLC2044723$464.0M222Q2 2026
Paradiem, LLC1733356$463.8M68Q2 2026
Nikulski Financial, Inc.1729847$463.6M180Q2 2026
NBW CAPITAL LLC1512901$463.6M111last filed Q2 2025
HOME FEDERAL BANK OF TENNESSEE1665446$463.3M114Q2 2026
Centennial Wealth Advisory LLC1839421$463.2M181Q2 2026
TimeScale Financial, Inc.1765054$463.2M628last filed Q2 2023
MARINER INVESTMENT GROUP LLC1096978$463.1M112Q2 2026
Step Capital Management Pte. Ltd.2091341$463.1M26Q2 2026
SWS Partners1731731$463.0M108Q2 2026
Opal Wealth Advisors, LLC1844201$463.0M224Q2 2026
Whitcomb & Hess, Inc.1813577$463.0M66Q2 2026
Outlook Wealth Advisors, LLC1767151$462.7M305Q2 2026
Milestone Investment Advisors LLC1967018$462.7M141Q2 2026
GREAT OAK CAPITAL PARTNERS, LLC2012868$462.7M45Q2 2026
VANTAGE WEALTH1569174$462.6M30last filed Q4 2025
Essex Bank1752212$462.5M318Q2 2026
PATTON FUND MANAGEMENT, INC.1689232$462.4M86Q2 2026
BERKSHIRE CAPITAL HOLDINGS INC1133742$462.3M122Q2 2026
Fielder Capital Group LLC2010765$462.0M303Q2 2026
Marks Wealth, LLC1838660$461.9M19Q2 2026
Sweet Financial Partners, LLC1908936$461.8M198last filed Q3 2024
Mokosak Advisory Group, LLC1713112$461.7M38Q2 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC1432450$461.5M11Q2 2026
Uncommon Cents Investing LLC1729754$461.5M215Q2 2026
HARRELL INVESTMENT PARTNERS, LLC1802882$461.3M144Q2 2026
Prevatt Capital Ltd2009520$461.2M12Q2 2026
Peregrine Asset Advisers, Inc.1535227$461.1M218Q2 2026
Investment Advisory Group, LLC1910273$461.0M220Q2 2026
SECTOR GAMMA AS1475373$461.0M40Q2 2026
Strive Financial Group ,LLC2090040$460.7M885Q2 2026
JOHO CAPITAL LLC1106500$460.4M10Q2 2026
Generali Investments, Management Co LLC2043136$460.3M164Q2 2026
Spectrum Management Group, LLC1534843$460.3M237last filed Q3 2022
ALPINE WOODS CAPITAL INVESTORS, LLC1226886$460.2M219Q2 2026
Context Partners Fund, L.P.1505246$460.1M163last filed Q3 2020
DeDora Capital, Inc.1717658$460.1M129Q2 2026
B. Riley Securities, Inc.1505748$459.7M66last filed Q4 2022
RIA Advisory Group LLC1958384$459.6M153Q2 2026
Atwater Malick LLC1769288$459.1M127Q2 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2032331$459.0M128Q2 2026
Syverson Strege & Co1682057$458.9M186Q2 2026
RDA Financial Network1774086$458.8M284Q2 2026
Peterson Wealth Services1906799$458.7M245Q2 2026
G2 CAPITAL MANAGEMENT, LLC / OH1910858$458.6M70Q2 2026
Coleford Investment Management Ltd.1939136$458.5M23Q2 2026
Stuart Chaussee & Associates, Inc.1653253$458.4M180last filed Q3 2025
Global Assets Advisory, LLC1942932$458.3M322Q2 2026
Seven Springs Wealth Group, LLC1803898$458.1M85Q2 2026
AllGen Financial Advisors, Inc.1964809$458.0M36Q2 2026
Tuscan Ridge Asset Management LLC1730844$457.8M133last filed Q4 2019
Bremer Trust National Association1086555$457.8M745last filed Q4 2018
Strategic Advisors LLC1569119$457.2M164Q2 2026
Westmount Partners, LLC2051491$457.1M260Q2 2026
Atlas Private Wealth Advisors1814234$456.8M139Q2 2026
MONTAG & CALDWELL, LLC67698$456.8M113last filed Q2 2025
Edmonds Duncan Registered Investment Advisors, LLC1668155$456.6M108last filed Q3 2024
Safeguard Financial, LLC1922498$456.5M105last filed Q1 2025
Carmel Capital Management L.L.C.1878547$456.4M28Q2 2026
Arbor Wealth Management, LLC1667164$456.2M62last filed Q4 2021
TMD Wealth Management, LLC1842820$456.1M54last filed Q2 2024
Warther Private Wealth, LLC1954551$455.9M50Q2 2026
CARDEROCK CAPITAL MANAGEMENT INC1168889$455.8M67Q2 2026
Legacy Wealth Asset Management, LLC1846151$455.6M380Q2 2026
CLG LLC2059872$455.4M156Q2 2026
Cordatus Wealth Management LLC1715862$455.3M168Q2 2026
Parkside Advisors LLC1585550$455.1M89last filed Q2 2025
Colony Family Offices, LLC1633573$455.1M61Q2 2026
Miramar Capital, LLC1767812$455.0M57Q2 2026
Bulldog Investors, LLP1504304$454.7M225Q2 2026
Lisanti Capital Growth, LLC1424467$454.6M109Q2 2026
Highland Financial Advisors, LLC1939237$454.6M73Q2 2026
Progressive Investment Management Corp1353318$454.4M56Q2 2026
GSG Advisors LLC1995773$454.3M149Q2 2026
Markowski Investments2149795$454.2M619Q2 2026
INTEGRAL INVESTMENT ADVISORS, INC.1902826$454.0M181Q2 2026
Bison Wealth, LLC1633172$454.0M319last filed Q4 2024
Weaver Capital Management LLC1552247$453.9M170Q2 2026
M&R CAPITAL MANAGEMENT INC1057395$453.8M581last filed Q3 2024
Gray Foundation2011602$453.7M9Q2 2026
Indigo Partners LLC1846122$453.0M2Q2 2026
Aspen Capital Management, LLC2065974$453.0M83Q2 2026
Paradigm Financial Advisors, LLC1597691$452.7M220last filed Q4 2021
BOSTON RESEARCH & MANAGEMENT INC1259261$452.6M121Q2 2026
Bitwise Funds Trust1928561$452.4M41Q2 2026
Brand Asset Management Group, Inc.1748766$452.4M223Q2 2026
Freedom Day Solutions, LLC1467517$452.0M134Q2 2026
WINMILL & CO. INC52234$451.7M56Q2 2026
Remedium Capital Partners, LLC2104501$451.6M6Q2 2026
Ironwood Wealth Management, LLC.1692820$451.2M54Q2 2026
Endure Capital Management, LLC2055657$450.8M47Q2 2026
LPWM LLC1801101$450.7M98Q2 2026
CWS Financial Advisors, LLC1802459$450.6M171Q2 2026
RIPOSTE CAPITAL LLC1672355$450.6M27Q2 2026
BARD ASSOCIATES INC1105907$450.5M292Q2 2026
Anchorage Capital Group, L.L.C.1300714$450.5M3Q2 2026
Coulter & Justus Financial Services, LLC1841767$450.3M93last filed Q1 2024
KELLY FINANCIAL GROUP LLC1128066$450.1M107Q2 2026
Strengthening Families & Communities, LLC1921196$449.6M846Q2 2026
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC1049650$449.2M116last filed Q4 2022
Diligent Investors, LLC1549042$449.1M357Q2 2026
Cincinnati Specialty Underwriters Insurance CO1426763$449.0M45Q2 2026
Bregal Sagemount IV General Partner Jersey Ltd2087970$449.0M1Q2 2026
GARDNER LEWIS ASSET MANAGEMENT L P941560$448.9M75Q2 2026
CRCM LP1483234$448.3M14Q2 2026
CONTINENTAL GRAIN CO929607$448.3M4Q2 2026
PCG Wealth Advisors, LLC1905393$448.2M180Q2 2026
Pacific Center for Financial Services1698222$448.2M500Q2 2026
Hartford Financial Management Inc.1352526$448.2M349Q2 2026
Warren Street Wealth Advisors, LLC1703496$448.1M150Q2 2026
Windmill Hill Asset Management Ltd1831132$448.1M21Q2 2026
Mudrick Capital Management, L.P.1655183$447.9M4Q2 2026
WealthTrust Axiom LLC1425949$447.6M302Q2 2026
Wealthspring Capital LLC1844495$447.6M208Q2 2026
Level Financial Advisors1871734$447.5M95Q2 2026
Watchman Group, Inc.1748726$447.4M73Q2 2026
Dynamic Technology Lab Private Ltd1535387$447.4M632Q2 2026
BROWN WEALTH MANAGEMENT, LLC1987005$447.2M134Q2 2026
Flagstone Financial Management1968890$447.2M77Q2 2026
O'Neil Global Advisors, Inc.1861159$447.1M62Q2 2026
Quadrant Private Wealth Management, LLC1727454$446.8M177Q2 2026
FLAGSHIP WEALTH ADVISORS, LLC2036117$446.7M484Q2 2026
WORLD EQUITY GROUP, INC.878770$446.6M375Q2 2026
Wellington Shields & Co., LLC1506073$446.5M329Q2 2026
Fosun International Ltd1447884$446.2M73Q2 2026
Columbia Bank2017259$446.0M165Q2 2026
CHANNEL WEALTH LLC1975550$445.9M188Q2 2026
Maniro Ltd2102426$445.7M29Q2 2026
Tyro Capital Management LLC1915395$445.7M15Q2 2026
MERIDIAN MANAGEMENT CO806097$445.6M84Q2 2026

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