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 21 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Remedium Capital Partners, LLC | 2104501 | $451.6M | 6 | last filed Q2 2026 |
| Ironwood Wealth Management, LLC. | 1692820 | $451.2M | 54 | last filed Q2 2026 |
| Endure Capital Management, LLC | 2055657 | $450.8M | 47 | last filed Q2 2026 |
| LPWM LLC | 1801101 | $450.7M | 98 | last filed Q2 2026 |
| Prosperity Planning, Inc. | 1843292 | $450.7M | 119 | Q3 2026 |
| CWS Financial Advisors, LLC | 1802459 | $450.6M | 171 | last filed Q2 2026 |
| RIPOSTE CAPITAL LLC | 1672355 | $450.6M | 27 | last filed Q2 2026 |
| BARD ASSOCIATES INC | 1105907 | $450.5M | 292 | last filed Q2 2026 |
| Anchorage Capital Group, L.L.C. | 1300714 | $450.5M | 3 | last filed Q2 2026 |
| Coulter & Justus Financial Services, LLC | 1841767 | $450.3M | 93 | last filed Q1 2024 |
| KELLY FINANCIAL GROUP LLC | 1128066 | $450.1M | 107 | last filed Q2 2026 |
| RWC ASSET ADVISORS (US) LLC | 1638081 | $449.6M | 16 | last filed Q2 2026 |
| Strengthening Families & Communities, LLC | 1921196 | $449.6M | 846 | last filed Q2 2026 |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1049650 | $449.2M | 116 | last filed Q4 2022 |
| Diligent Investors, LLC | 1549042 | $449.1M | 357 | last filed Q2 2026 |
| Cincinnati Specialty Underwriters Insurance CO | 1426763 | $449.0M | 45 | last filed Q2 2026 |
| Bregal Sagemount IV General Partner Jersey Ltd | 2087970 | $449.0M | 1 | last filed Q2 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 941560 | $448.9M | 75 | last filed Q2 2026 |
| CRCM LP | 1483234 | $448.3M | 14 | last filed Q2 2026 |
| CONTINENTAL GRAIN CO | 929607 | $448.3M | 4 | last filed Q2 2026 |
| PCG Wealth Advisors, LLC | 1905393 | $448.2M | 180 | last filed Q2 2026 |
| Pacific Center for Financial Services | 1698222 | $448.2M | 500 | last filed Q2 2026 |
| Hartford Financial Management Inc. | 1352526 | $448.2M | 349 | last filed Q2 2026 |
| Warren Street Wealth Advisors, LLC | 1703496 | $448.1M | 150 | last filed Q2 2026 |
| Windmill Hill Asset Management Ltd | 1831132 | $448.1M | 21 | last filed Q2 2026 |
| One Degree Advisors Inc | 2005743 | $448.0M | 82 | last filed Q2 2026 |
| Mudrick Capital Management, L.P. | 1655183 | $447.9M | 4 | last filed Q2 2026 |
| WealthTrust Axiom LLC | 1425949 | $447.6M | 302 | last filed Q2 2026 |
| Wealthspring Capital LLC | 1844495 | $447.6M | 208 | last filed Q2 2026 |
| Level Financial Advisors | 1871734 | $447.5M | 95 | last filed Q2 2026 |
| Watchman Group, Inc. | 1748726 | $447.4M | 73 | last filed Q2 2026 |
| Dynamic Technology Lab Private Ltd | 1535387 | $447.4M | 632 | last filed Q2 2026 |
| SYQUANT CAPITAL SAS | 1766392 | $447.2M | 38 | last filed Q2 2026 |
| BROWN WEALTH MANAGEMENT, LLC | 1987005 | $447.2M | 134 | last filed Q2 2026 |
| Flagstone Financial Management | 1968890 | $447.2M | 77 | last filed Q2 2026 |
| O'Neil Global Advisors, Inc. | 1861159 | $447.1M | 62 | last filed Q2 2026 |
| Quadrant Private Wealth Management, LLC | 1727454 | $446.8M | 177 | last filed Q2 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | 2036117 | $446.7M | 484 | last filed Q2 2026 |
| WORLD EQUITY GROUP, INC. | 878770 | $446.6M | 375 | last filed Q2 2026 |
| Wellington Shields & Co., LLC | 1506073 | $446.5M | 329 | last filed Q2 2026 |
| Fosun International Ltd | 1447884 | $446.2M | 73 | last filed Q2 2026 |
| Columbia Bank | 2017259 | $446.0M | 165 | last filed Q2 2026 |
| CHANNEL WEALTH LLC | 1975550 | $445.9M | 188 | last filed Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC. | 14745 | $445.8M | 1,054 | last filed Q2 2026 |
| Maniro Ltd | 2102426 | $445.7M | 29 | last filed Q2 2026 |
| Tyro Capital Management LLC | 1915395 | $445.7M | 15 | last filed Q2 2026 |
| Hunter Perkins Capital Management, LLC | 1808919 | $445.6M | 149 | last filed Q2 2026 |
| MERIDIAN MANAGEMENT CO | 806097 | $445.6M | 84 | last filed Q2 2026 |
| Howard Hughes Medical Institute | 810386 | $445.4M | 30 | last filed Q2 2026 |
| Legacy Wealth Partners, LLC | 2066638 | $445.3M | 189 | last filed Q2 2026 |
| Albar Capital Ltd | 1732621 | $445.2M | 30 | last filed Q3 2024 |
| SEARLE & CO. | 710127 | $445.1M | 194 | last filed Q2 2026 |
| TrueWealth Advisors, LLC | 1817714 | $445.1M | 240 | Q3 2026 |
| Tillman Hartley LLC | 1966355 | $445.1M | 94 | last filed Q2 2026 |
| LITTLE HOUSE CAPITAL LLC | 1748814 | $445.1M | 113 | last filed Q2 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1287618 | $445.1M | 204 | last filed Q2 2026 |
| Tudor Financial Inc. | 2045307 | $444.8M | 152 | last filed Q2 2026 |
| CGC Financial Services, LLC | 1992785 | $444.7M | 337 | last filed Q2 2026 |
| Dodds Wealth, LLC | 1973728 | $444.6M | 56 | last filed Q2 2026 |
| United Wealth Management, LLC | 2055362 | $444.4M | 24 | last filed Q2 2026 |
| Accel Wealth Management | 1838226 | $444.4M | 305 | last filed Q2 2026 |
| Tradewinds, LLC. | 1932342 | $444.3M | 215 | last filed Q2 2026 |
| Arjuna Capital | 1703208 | $444.3M | 113 | last filed Q2 2026 |
| Landmark Bank | 1745164 | $444.2M | 96 | last filed Q4 2019 |
| Wakefield Asset Management LLLP | 1600435 | $444.2M | 225 | last filed Q2 2026 |
| Tidemark, LLC | 2009591 | $444.2M | 935 | last filed Q2 2026 |
| Venator Management LLC | 1838211 | $444.0M | 27 | last filed Q2 2026 |
| Empirical Asset Management, LLC | 1926596 | $444.0M | 448 | last filed Q2 2026 |
| SK Wealth Management, LLC | 1867958 | $444.0M | 80 | last filed Q2 2026 |
| VANCE WEALTH, LLC | 1910854 | $443.7M | 137 | last filed Q2 2026 |
| Duncan Williams Asset Management, LLC | 2011771 | $443.6M | 172 | last filed Q2 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | 1167026 | $443.4M | 145 | last filed Q2 2026 |
| Boltwood Capital Management | 1563690 | $443.3M | 195 | Q3 2026 |
| Peak Planning Group, LLC | 2097384 | $443.1M | 128 | last filed Q2 2026 |
| ADAMS STREET PARTNERS LLC | 1193586 | $442.7M | 4 | last filed Q2 2026 |
| Bouvel Investment Partners, LLC | 1839122 | $442.3M | 84 | last filed Q2 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | 1707856 | $442.2M | 55 | last filed Q2 2026 |
| Cerro Pacific Wealth Advisors LLC | 1842669 | $442.2M | 165 | last filed Q2 2026 |
| Sagewood Asset Management LP | 1693636 | $442.0M | 432 | last filed Q2 2026 |
| J. W. Coons Advisors, LLC | 1536139 | $442.0M | 240 | last filed Q2 2025 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 1428350 | $441.9M | 624 | last filed Q3 2024 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2006218 | $441.5M | 226 | last filed Q2 2026 |
| EdgeRock Capital LLC | 1908378 | $441.3M | 134 | last filed Q2 2026 |
| Alta Advisers Ltd | 1536114 | $441.2M | 219 | last filed Q2 2026 |
| PIONEER TRUST BANK N A/OR | 1006435 | $441.1M | 87 | last filed Q2 2026 |
| Morton Brown Family Wealth, LLC | 1909851 | $441.1M | 416 | last filed Q2 2026 |
| Cardinal Strategic Wealth Guidance | 1801989 | $441.0M | 67 | last filed Q2 2026 |
| LONG WALK MANAGEMENT LP | 1869470 | $440.8M | 14 | last filed Q2 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1053292 | $440.5M | 81 | last filed Q2 2026 |
| Credential Securities Inc. | 2077904 | $440.4M | 241 | last filed Q2 2018 |
| THB ASSET MANAGEMENT | 1057439 | $440.3M | 154 | last filed Q4 2020 |
| Roberts Wealth Advisors, LLC | 1885319 | $440.3M | 111 | last filed Q2 2026 |
| Apeiron RIA LLC | 1801846 | $440.0M | 136 | Q3 2026 |
| Euclidean Capital LLC | 1825034 | $439.8M | 11 | last filed Q2 2026 |
| Turiya Advisors Asia Ltd | 1554179 | $439.6M | 3 | last filed Q2 2026 |
| MSOP GP, L.L.C. | 1672666 | $439.3M | 3 | last filed Q4 2025 |
| New Capital Management LP | 1696731 | $439.0M | 60 | last filed Q2 2026 |
| OnyxPoint Global Management LP | 1961491 | $438.9M | 34 | last filed Q2 2026 |
| HighVista Strategies LLC | 1335325 | $438.6M | 147 | last filed Q2 2026 |
| Bridge City Capital, LLC | 1713521 | $438.1M | 114 | last filed Q2 2026 |
| Astoria Strategic Wealth, Inc. | 1777914 | $437.8M | 36 | last filed Q2 2026 |
| CITIZENS & NORTHERN CORP | 810958 | $437.7M | 117 | last filed Q2 2026 |
| SAIF Advisors Ltd | 1697159 | $437.6M | 3 | last filed Q2 2021 |
| Prudent Man Advisors, LLC | 1817174 | $437.5M | 141 | last filed Q2 2026 |
| Values First Advisors, Inc. | 1913608 | $437.5M | 240 | last filed Q2 2026 |
| Delta Financial Group, Inc. | 1965718 | $437.5M | 258 | last filed Q1 2025 |
| Fairway Wealth LLC | 2019393 | $437.4M | 239 | last filed Q2 2026 |
| ACG Wealth | 1569071 | $437.4M | 246 | last filed Q3 2022 |
| Strategic Investment Solutions, Inc. /IL | 1960144 | $437.3M | 707 | last filed Q2 2026 |
| Westend Capital Management, LLC | 1331997 | $437.2M | 242 | last filed Q2 2026 |
| AIA Investment Management Private Ltd | 1757363 | $437.0M | 437 | last filed Q3 2020 |
| Ferris Capital, LLC | 1714346 | $437.0M | 191 | last filed Q1 2022 |
| Kingfisher Capital LLC | 1483170 | $436.9M | 170 | last filed Q3 2024 |
| IDG-Accel China Capital II Associates L.P. | 1535769 | $436.8M | 1 | last filed Q2 2026 |
| Gitterman Wealth Management, LLC | 1861558 | $436.5M | 128 | last filed Q3 2025 |
| City State Bank | 1910666 | $436.4M | 809 | last filed Q2 2026 |
| Aquire Wealth Advisors, LLC | 1745945 | $436.3M | 53 | last filed Q2 2026 |
| MONARCH CAPITAL MANAGEMENT INC | 938759 | $436.2M | 130 | last filed Q2 2026 |
| FSA Advisors, Inc. | 1905627 | $436.1M | 261 | last filed Q2 2026 |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1624729 | $435.9M | 215 | last filed Q3 2023 |
| Bare Financial Services, Inc | 2009426 | $435.9M | 1,784 | last filed Q2 2026 |
| Able Wealth Management LLC | 2011908 | $435.8M | 182 | last filed Q2 2026 |
| Peak Financial Management, Inc. | 1669662 | $435.5M | 114 | last filed Q2 2026 |
| Vestar Capital Partners LLC | 1537430 | $435.5M | 1 | last filed Q3 2020 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 1729522 | $435.3M | 2 | last filed Q2 2026 |
| ML & R WEALTH MANAGEMENT LLC | 1903320 | $435.2M | 70 | last filed Q1 2024 |
| Goodman Advisory Group, LLC | 1864123 | $435.0M | 69 | last filed Q2 2026 |
| Lionstone Capital Management LLC | 1575662 | $435.0M | 11 | last filed Q2 2026 |
| MPS Loria Financial Planners, LLC | 1716180 | $435.0M | 91 | last filed Q2 2026 |
| VERTEX ONE ASSET MANAGEMENT INC. | 1389610 | $434.5M | 107 | last filed Q4 2019 |
| One Charles Private Wealth Services, LLC | 1800938 | $434.5M | 175 | last filed Q2 2026 |
| Cape Ann Asset Management Ltd | 1768237 | $434.4M | 12 | last filed Q2 2026 |
| Carr Financial Group Corp | 1931232 | $434.4M | 182 | last filed Q2 2026 |
| New Republic Capital, LLC | 1989988 | $434.2M | 352 | last filed Q2 2026 |
| New England Investment & Retirement Group, Inc. | 1535679 | $434.1M | 102 | last filed Q3 2021 |
| Neo Ivy Capital Management | 1727783 | $434.0M | 345 | last filed Q2 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 1179475 | $434.0M | 231 | last filed Q2 2026 |
| Divisar Capital Management LLC | 1645721 | $434.0M | 28 | last filed Q2 2026 |
| Seafarer Capital Partners, LLC | 1697721 | $433.9M | 9 | last filed Q2 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | 1910210 | $433.9M | 114 | Q3 2026 |
| Full18 Capital LLC | 1797673 | $433.8M | 76 | last filed Q1 2022 |
| HWG Holdings LP | 1599390 | $433.7M | 46 | Q3 2026 |
| CLARK ESTATES INC/NY | 1056466 | $433.7M | 90 | last filed Q2 2026 |
| Bay Harbor Wealth Management, LLC | 1767989 | $433.6M | 1,293 | last filed Q2 2026 |
| BRC Group Holdings, Inc. | 1464790 | $433.6M | 37 | last filed Q2 2026 |
| Creative Capital Management Investments LLC | 1957363 | $433.5M | 1,438 | last filed Q2 2026 |
| Shah Wealth Advisors, LLC | 2149018 | $433.3M | 79 | last filed Q2 2026 |
| Safeguard Investment Advisory Group, LLC | 1846711 | $433.1M | 178 | last filed Q2 2026 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 1081698 | $433.1M | 323 | last filed Q2 2026 |
| Intergy Private Wealth, LLC | 1911342 | $433.0M | 147 | last filed Q2 2026 |
| P-STS SPV GP IA, LLC | 1810059 | $432.8M | 1 | last filed Q4 2020 |
| Greenstone Partners & Co., LLC | 1845565 | $432.6M | 8 | last filed Q2 2026 |
| Northern Capital Management, Inc. | 1581794 | $432.4M | 56 | last filed Q2 2026 |
| Cornerstone Planning, LLC | 1802105 | $432.3M | 136 | last filed Q2 2026 |
| EFG CAPITAL INTERNATIONAL CORP. | 1005813 | $432.0M | 138 | last filed Q2 2023 |
| Investment Planning Advisors, Inc. | 2024049 | $431.8M | 117 | last filed Q2 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | 1848831 | $431.8M | 56 | last filed Q2 2026 |
| Gradient Capital Advisors, LLC | 1727917 | $431.8M | 179 | last filed Q2 2026 |
| Blueshift Asset Management, LLC | 1727827 | $431.7M | 556 | last filed Q2 2026 |
| Boundless Plain Holdings Ltd | 2108192 | $431.6M | 11 | last filed Q2 2026 |
| SECURITY NATIONAL TRUST CO | 1158274 | $431.6M | 391 | last filed Q3 2021 |
| SIEMENS PENSION TRUST E V | 1209767 | $431.3M | 1 | last filed Q2 2026 |
| BWM Planning, LLC | 2039698 | $431.2M | 99 | last filed Q2 2026 |
| Ripple Effect Asset Management LP | 2031590 | $431.2M | 20 | last filed Q2 2026 |
| CCG WEALTH MANAGEMENT, LLC | 1771169 | $431.1M | 150 | last filed Q2 2026 |
| Private Wealth Management Group, LLC | 2011342 | $431.0M | 1,455 | last filed Q2 2026 |
| CAT ROCK CAPITAL MANAGEMENT LP | 1654648 | $431.0M | 7 | last filed Q2 2026 |
| Domani Wealth, LLC | 1634553 | $431.0M | 117 | last filed Q1 2023 |
| SG Trading Solutions, LLC | 2112709 | $430.8M | 211 | last filed Q4 2025 |
| Doma Perpetual Capital Management LLC | 1962221 | $430.8M | 13 | last filed Q2 2026 |
| GRAND JEAN CAPITAL MANAGEMENT INC | 1277158 | $430.5M | 49 | last filed Q4 2024 |
| PSI Advisors, LLC | 1779040 | $430.5M | 151 | last filed Q2 2026 |
| Fusion Capital, LLC | 1802955 | $430.4M | 112 | last filed Q2 2026 |
| Luminvest Wealth Management LLC | 2036517 | $430.3M | 58 | last filed Q2 2026 |
| West Branch Capital LLC | 1738723 | $430.3M | 355 | last filed Q2 2026 |
| Rakuten Securities, Inc. | 2009539 | $430.2M | 914 | last filed Q2 2026 |
| VIRIDIAN RIA, LLC | 1730068 | $430.2M | 81 | last filed Q1 2022 |
| Strategic Family Wealth Counselors, L.L.C. | 1729755 | $430.0M | 177 | last filed Q2 2026 |
| United Income, Inc. | 1679524 | $429.8M | 198 | last filed Q3 2019 |
| Panview Asian Equity Master Fund | 1797217 | $429.7M | 12 | last filed Q3 2024 |
| Prostatis Group LLC | 1649186 | $429.4M | 190 | last filed Q2 2026 |
| Virtus Investment Advisers, LLC | 19481 | $429.2M | 463 | last filed Q2 2026 |
| MAC Alpha Capital Management, LP | 2111003 | $429.2M | 22 | last filed Q2 2026 |
| Main Street Group, LTD | 1965796 | $429.2M | 863 | last filed Q2 2026 |
| Navalign, LLC | 1820593 | $429.1M | 132 | last filed Q2 2026 |
| LEGACY FINANCIAL GROUP, INC. | 1965579 | $428.5M | 104 | last filed Q2 2026 |
| TRUEFG, LLC | 1766067 | $428.2M | 75 | last filed Q2 2026 |
| BOS Asset Management, LLC | 1965814 | $428.0M | 192 | Q3 2026 |
| Straight Path Wealth Management | 1902506 | $427.8M | 141 | last filed Q2 2026 |
| BOONE CAPITAL MANAGEMENT LLC | 1882053 | $427.5M | 16 | last filed Q2 2026 |
| BankPlus Trust Department | 2047270 | $427.5M | 470 | last filed Q2 2026 |
| KOTLER KEVIN | 1601692 | $427.5M | 36 | last filed Q4 2025 |
| Sound Capital Solutions LLC | 2033735 | $427.4M | 309 | last filed Q2 2026 |
| Dockside LLC | 2074563 | $427.4M | 184 | last filed Q2 2026 |
| DSC Meridian Capital LP | 1970572 | $427.2M | 15 | last filed Q2 2026 |
| Lester Murray Antman dba SimplyRich | 1725888 | $427.1M | 166 | last filed Q2 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 1780330 | $426.9M | 162 | Q3 2026 |
| Ironsides Asset Advisors, LLC | 1615135 | $426.9M | 83 | last filed Q2 2026 |
| TITLEIST ASSET MANAGEMENT, LTD. | 1223025 | $426.7M | 240 | last filed Q4 2022 |
| Vermillion Wealth Management, Inc. | 1737012 | $426.5M | 1,545 | last filed Q2 2026 |
| PRAIRIE ADVISORY, LLC | 2144052 | $426.4M | 144 | last filed Q2 2026 |
| Ruedi Wealth Management, Inc. | 1940678 | $426.3M | 62 | last filed Q2 2026 |
| Lucia Wealth Services, LLC | 1730471 | $426.2M | 177 | last filed Q3 2020 |
| AyurMaya Capital Management Company, LP | 1975990 | $426.0M | 1 | last filed Q2 2026 |
| PM CAPITAL Ltd | 1630363 | $425.8M | 9 | last filed Q3 2023 |
| PRIVATE ASSET MANAGEMENT INC | 1026200 | $425.8M | 118 | last filed Q3 2023 |
| Lifelong Wealth Advisors, Inc. | 2051717 | $425.6M | 97 | last filed Q2 2026 |
| CenterStar Asset Management, LLC | 1722053 | $425.5M | 118 | Q3 2026 |
| FCG ADVISORS, LLC | 1009950 | $425.4M | 187 | last filed Q3 2020 |
| Ashoka WhiteOak Capital Pte Ltd | 2031708 | $425.3M | 17 | last filed Q2 2026 |
| KFA Private Wealth Group, LLC | 1800556 | $425.2M | 157 | Q3 2026 |
| Castle Creek Arbitrage, LLC | 1326638 | $425.1M | 266 | last filed Q3 2023 |
| Wealth Management Partners, LLC | 1843294 | $425.0M | 154 | last filed Q2 2026 |
| Sterling Investment Counsel, LLC | 1925853 | $424.8M | 195 | last filed Q2 2026 |
| Rinkey Investments | 1730774 | $424.8M | 128 | last filed Q2 2026 |
| SWMG, LLC | 1839255 | $424.5M | 100 | last filed Q2 2026 |
| Fivespan Partners, LP | 2040262 | $424.3M | 6 | last filed Q2 2026 |
| AMJ Financial Wealth Management | 1801585 | $424.0M | 83 | last filed Q2 2026 |
| Pioneer Wealth Management Group | 1973339 | $423.8M | 56 | Q3 2026 |
| Myriad Asset Management Advisors LLC | 2069031 | $423.8M | 49 | last filed Q2 2026 |
| Meredith Wealth Planning | 1956471 | $423.7M | 74 | last filed Q2 2026 |
| Wood Tarver Financial Group, LLC | 2059344 | $423.6M | 165 | last filed Q2 2026 |
| AVALON CAPITAL MANAGEMENT | 1510809 | $423.4M | 126 | last filed Q2 2026 |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 939835 | $423.3M | 133 | last filed Q1 2024 |
| WHITE PINE CAPITAL LLC | 1137429 | $423.2M | 240 | last filed Q2 2026 |
| Miller Value Partners, LLC | 1135778 | $423.1M | 56 | last filed Q2 2026 |
| BIRINYI ASSOCIATES INC | 1079738 | $422.7M | 61 | last filed Q2 2026 |
| Cubic Asset Management, LLC | 1424322 | $422.4M | 202 | last filed Q1 2024 |
| M3F, Inc. | 1511291 | $422.2M | 22 | last filed Q2 2026 |
| OIKOS HOLDINGS LLC | 1548880 | $422.1M | 9 | last filed Q2 2024 |
| Model Capital Management LLC | 1834210 | $422.1M | 2 | last filed Q1 2022 |
| Susquehanna International Securities, Ltd. | 1765923 | $422.0M | 46 | last filed Q3 2024 |
| GLOBE LIFE INC. | 320335 | $421.6M | 2 | last filed Q2 2026 |
| RENAISSANCERE HOLDINGS LTD | 913144 | $421.5M | 5 | last filed Q2 2026 |
| Atlatl Advisers LLC | 2023168 | $421.1M | 459 | last filed Q2 2026 |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | $421.0M | 152 | last filed Q2 2026 |
| EnRich Financial Partners LLC | 1955091 | $421.0M | 67 | last filed Q2 2026 |
| Compass Advisory Group LLC | 1720292 | $420.8M | 89 | last filed Q2 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | 1697366 | $420.7M | 110 | last filed Q2 2026 |
| Fruth Investment Management | 1416856 | $420.6M | 225 | last filed Q2 2026 |
| PYA Waltman Capital, LLC | 1800135 | $420.6M | 67 | last filed Q2 2026 |
| True Wealth Design, LLC | 1966033 | $420.5M | 2,655 | last filed Q2 2026 |
| ETF Portfolio Partners, Inc. | 1635342 | $420.4M | 70 | last filed Q2 2026 |
| Eudaimonia Partners, LLC | 1809043 | $420.3M | 256 | last filed Q1 2024 |
| Polus Capital Management Ltd | 1890538 | $420.3M | 6 | last filed Q3 2024 |
| ATTICUS WEALTH MANAGEMENT, LLC | 1800234 | $420.1M | 177 | last filed Q2 2026 |
| Sanford Advisory Services, LLC | 1932496 | $419.9M | 119 | last filed Q4 2022 |
| RFG - Bristol Wealth Advisors, LLC | 2055104 | $419.9M | 172 | Q3 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 2057655 | $419.9M | 140 | last filed Q2 2026 |
| UNIVERSITY OF CHICAGO | 314957 | $419.7M | 14 | last filed Q2 2026 |