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 23 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Donoghue Forlines LLC | 1702435 | $386.7M | 114 | last filed Q2 2026 |
| Rudius Management LP | 1835407 | $386.4M | 7 | last filed Q2 2026 |
| 20/20 Capital Management, Inc. | 1656866 | $385.9M | 167 | last filed Q2 2021 |
| Prairiewood Capital, LLC | 1839695 | $385.9M | 81 | last filed Q2 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | 1705447 | $385.8M | 17 | last filed Q2 2026 |
| Topline Capital Management, LLC | 1792549 | $385.7M | 36 | last filed Q2 2026 |
| Baron Wealth Management LLC | 1968507 | $385.7M | 304 | last filed Q2 2026 |
| Capital Innovations LLC | 1596076 | $385.2M | 51 | last filed Q2 2026 |
| United Airlines Holdings, Inc. | 100517 | $385.2M | 4 | last filed Q2 2026 |
| VectorGlobal IAG, Inc. | 1845843 | $385.1M | 132 | last filed Q1 2026 |
| Seneca Financial Advisors LLC | 2082922 | $385.0M | 66 | last filed Q2 2026 |
| Cutler Capital Management, LLC | 1353098 | $385.0M | 124 | last filed Q2 2026 |
| Windsor Capital Management, LLC | 1543100 | $384.8M | 127 | last filed Q2 2026 |
| Pinnacle Bancorp, Inc. | 1703383 | $384.4M | 921 | last filed Q2 2026 |
| Mosaic Family Wealth, LLC | 1674343 | $384.4M | 179 | last filed Q4 2021 |
| STONNINGTON GROUP, LLC | 1325261 | $384.1M | 234 | last filed Q1 2023 |
| REIK & CO., LLC | 1388028 | $383.9M | 60 | last filed Q2 2026 |
| Independence Asset Advisors, LLC | 2010929 | $383.9M | 25 | last filed Q2 2026 |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | $383.8M | 164 | Q3 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | 1802816 | $383.7M | 142 | last filed Q2 2026 |
| FORTRESS FINANCIAL GROUP, LLC | 2054451 | $383.6M | 138 | last filed Q2 2026 |
| EPIQ Capital Group, LLC | 1779453 | $383.4M | 79 | last filed Q4 2024 |
| Schusterman Interests, LLC | 1857024 | $383.3M | 9 | last filed Q2 2026 |
| Sand Grove Capital Management LLP | 1665077 | $383.2M | 14 | last filed Q2 2026 |
| Hoxton Planning & Management, LLC | 1954782 | $383.2M | 227 | last filed Q2 2026 |
| PARUS FINANCE (UK) Ltd | 1611519 | $383.1M | 37 | last filed Q2 2026 |
| Paragon Private Wealth Management, LLC | 1922684 | $383.0M | 226 | last filed Q2 2026 |
| CLARIS ADVISORS, LLC / MO / | 1905092 | $383.0M | 74 | last filed Q2 2026 |
| RV Capital AG | 1766596 | $382.9M | 13 | last filed Q2 2026 |
| Vectors Research Management, LLC | 1750557 | $382.9M | 148 | last filed Q2 2026 |
| EnCap Partners GP, LLC | 1726182 | $382.8M | 2 | last filed Q4 2025 |
| FINANCIAL ADVISORY PARTNERS, LLC | 1994252 | $382.7M | 74 | last filed Q2 2026 |
| CONGRUENCE CAPITAL, LLC | 2085569 | $382.6M | 28 | last filed Q2 2026 |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1079373 | $382.5M | 147 | last filed Q4 2019 |
| Schorn Wealth LLC | 1792851 | $382.3M | 80 | last filed Q2 2026 |
| Alpha Financial Advisors, LLC | 1972138 | $382.2M | 87 | last filed Q2 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | $382.2M | 84 | last filed Q2 2026 |
| COSMIC MANAGEMENT, LLC | 2113747 | $382.0M | 5 | last filed Q2 2026 |
| Southside Capital, LLC | 1732093 | $381.9M | 70 | last filed Q4 2019 |
| Reby Advisors, LLC | 1674502 | $381.8M | 585 | last filed Q4 2020 |
| Gilliland Jeter Wealth Management LLC | 2009886 | $381.7M | 195 | last filed Q2 2026 |
| FC Advisory LLC | 1683754 | $381.6M | 113 | Q3 2026 |
| Odey Asset Management Group Ltd | 1512596 | $381.4M | 24 | last filed Q1 2023 |
| Selective Wealth Management, Inc. | 1755670 | $381.2M | 136 | last filed Q2 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 1902806 | $381.2M | 144 | last filed Q2 2026 |
| Leeward Financial Partners, LLC | 1735201 | $381.2M | 108 | last filed Q2 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | 1280604 | $380.9M | 32 | last filed Q2 2026 |
| CJM Wealth Advisers, Ltd. | 1992748 | $380.9M | 78 | last filed Q2 2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2033881 | $380.8M | 27 | last filed Q2 2026 |
| SWEENEY & MICHEL, LLC | 1979556 | $380.8M | 164 | last filed Q2 2026 |
| Whetstone Capital Advisors, LLC | 1607278 | $380.4M | 67 | last filed Q2 2026 |
| Briaud Financial Planning Inc | 1800586 | $380.2M | 42 | last filed Q2 2026 |
| Hobbs Group Advisors, LLC | 2012280 | $380.1M | 164 | last filed Q2 2026 |
| ARROWGRASS CAPITAL PARTNERS (US) LP | 1454288 | $380.1M | 36 | last filed Q4 2019 |
| Advanced Asset Management Advisors Inc | 1075444 | $380.1M | 85 | last filed Q2 2026 |
| Corre Partners Management, LLC | 1537323 | $379.8M | 4 | last filed Q2 2026 |
| MANAGED ACCOUNT SERVICES INC | 1696656 | $379.6M | 106 | last filed Q3 2021 |
| Corbenic Partners LLC | 1568298 | $379.6M | 208 | last filed Q2 2022 |
| ShankerValleau Wealth Advisors, Inc. | 1903273 | $379.6M | 40 | last filed Q2 2026 |
| Bridgefront Capital, LLC | 1725690 | $379.5M | 486 | last filed Q2 2026 |
| Cabot-Wellington, LLC | 1353198 | $379.5M | 5 | last filed Q2 2026 |
| VHCP Management II, LLC | 1602263 | $379.4M | 20 | last filed Q4 2019 |
| Overlook Holdings Ltd | 1569857 | $379.3M | 1 | last filed Q3 2021 |
| Atlas Brown,Inc. | 1388168 | $379.2M | 236 | Q3 2026 |
| Epstein & White Financial LLC | 1713936 | $379.1M | 94 | last filed Q2 2021 |
| Courage Miller Partners, LLC | 1482106 | $379.0M | 87 | last filed Q2 2026 |
| Schiavi & Co LLC | 1840014 | $378.5M | 60 | last filed Q2 2026 |
| PHH Investments, Ltd. | 1537276 | $378.4M | 81 | last filed Q4 2019 |
| Comprehensive Financial Consultants Institutional, Inc. | 1915714 | $378.1M | 204 | last filed Q2 2026 |
| Shakespeare Wealth Management, LLC | 1658509 | $377.6M | 79 | last filed Q2 2026 |
| Juniper Investment Company, LLC | 1794034 | $377.6M | 10 | last filed Q2 2026 |
| Argos Wealth Advisors, LLC | 1809154 | $377.6M | 224 | last filed Q2 2026 |
| GILL CAPITAL PARTNERS, LLC | 729563 | $377.5M | 702 | last filed Q2 2026 |
| Sensible Money, LLC | 1965229 | $377.1M | 101 | last filed Q2 2026 |
| Starr Indemnity & Liability Co | 1640521 | $377.0M | 4 | last filed Q2 2026 |
| M. Kraus & Co | 1593688 | $376.9M | 86 | last filed Q2 2026 |
| Nalanda India Equity Fund Ltd | 1622904 | $376.8M | 1 | last filed Q2 2026 |
| ARGYLL RESEARCH, LLC | 1330709 | $376.8M | 3 | last filed Q3 2019 |
| HAZLETT, BURT & WATSON, INC. | 46392 | $376.7M | 909 | last filed Q2 2026 |
| ROVIN CAPITAL /UT/ /ADV | 1059057 | $376.6M | 194 | last filed Q4 2025 |
| VSM Wealth Advisory, LLC | 2050660 | $376.5M | 507 | last filed Q2 2026 |
| Shilanski & Associates, Inc. | 1722084 | $376.3M | 109 | last filed Q3 2025 |
| Capital Planning LLC | 1790688 | $376.1M | 84 | Q3 2026 |
| Balance Wealth Partners LLC | 2065247 | $376.0M | 165 | last filed Q2 2026 |
| Rikoon Group, LLC | 1576654 | $375.9M | 234 | last filed Q1 2021 |
| Kings Path Partners LLC | 2030974 | $375.8M | 353 | last filed Q2 2026 |
| Harbor Island Capital LLC | 1730580 | $375.6M | 16 | last filed Q2 2026 |
| Sara-Bay Financial | 1816444 | $375.4M | 87 | last filed Q2 2026 |
| Veery Capital, LLC | 1844375 | $375.3M | 101 | Q3 2026 |
| Geneva Partners, LLC | 1712671 | $375.1M | 75 | last filed Q2 2026 |
| Payne Capital Management, LLC | 1994332 | $375.0M | 88 | last filed Q2 2026 |
| Family Legacy, Inc. | 1706016 | $374.9M | 124 | last filed Q2 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1666613 | $374.8M | 72 | last filed Q2 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 2094371 | $374.6M | 27 | last filed Q2 2026 |
| WealthBridge Investment Counsel Inc. | 1799425 | $374.5M | 44 | last filed Q2 2026 |
| LifeWealth Investments, LLC | 2033794 | $374.1M | 136 | last filed Q2 2026 |
| Cape Investment Advisory, Inc. | 1944437 | $374.1M | 1,449 | last filed Q2 2026 |
| NewGen Equity Long/Short Fund | 1774035 | $374.0M | 28 | last filed Q3 2025 |
| LFL Advisers, LLC | 1694127 | $374.0M | 9 | last filed Q2 2026 |
| PENOBSCOT WEALTH MANAGEMENT | 1875768 | $373.9M | 117 | last filed Q2 2026 |
| HARBOR ADVISORY CORP /MA/ | 1100710 | $373.7M | 82 | last filed Q2 2026 |
| CYPRESS FINANCIAL PLANNING LLC | 1937021 | $373.5M | 102 | Q3 2026 |
| Pine Harbor Wealth Management, LLC | 2016051 | $373.5M | 112 | last filed Q2 2026 |
| Jentner Corp | 1695908 | $373.3M | 54 | last filed Q2 2025 |
| Regent Investment Management LLC | 1559968 | $373.3M | 202 | last filed Q4 2022 |
| Hutchens & Kramer Investment Management Group, LLC | 1920117 | $373.3M | 160 | last filed Q2 2026 |
| 3G Capital Partners LP | 1421669 | $373.2M | 18 | last filed Q2 2026 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 2086998 | $373.2M | 28 | last filed Q2 2026 |
| Omnia Family Wealth, LLC | 1696136 | $373.2M | 103 | last filed Q2 2026 |
| Platte River Wealth Advisors, LLC | 1802013 | $372.8M | 92 | last filed Q3 2024 |
| NORTHERN CAPITAL MANAGEMENT LLC | 312955 | $372.6M | 165 | last filed Q4 2018 |
| SC ISRAEL VENTURE V MANAGEMENT, L.P. | 1611401 | $372.5M | 1 | last filed Q4 2020 |
| Rench Wealth Management, Inc. | 1599016 | $372.5M | 67 | last filed Q2 2026 |
| HARMONY ASSET MANAGEMENT LLC | 2002815 | $372.4M | 201 | last filed Q2 2026 |
| Kooman & Associates | 1961850 | $372.4M | 56 | last filed Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC | 1457005 | $372.2M | 232 | Q3 2026 |
| Lifestyle Asset Management, Inc. | 1845675 | $372.1M | 129 | last filed Q2 2026 |
| Aspen Investment Management Inc | 1541596 | $372.0M | 187 | last filed Q2 2026 |
| Stillwater Investment Management, LLC | 1478775 | $372.0M | 81 | last filed Q1 2023 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 869772 | $371.9M | 20 | last filed Q2 2026 |
| Atle Fund Management AB | 1381843 | $371.7M | 39 | last filed Q2 2026 |
| Cornell Pochily Investment Advisors, Inc. | 1736260 | $371.7M | 189 | last filed Q2 2026 |
| Veracity Capital LLC | 1811005 | $371.6M | 222 | Q3 2026 |
| MIO PARTNERS, INC. | 1535457 | $371.5M | 5 | last filed Q2 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 1252007 | $371.5M | 82 | last filed Q2 2026 |
| Strathmore Capital Advisors, Inc. | 2021703 | $371.4M | 142 | last filed Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | $371.2M | 394 | last filed Q2 2026 |
| REGIMEN WEALTH, LLC | 1963863 | $371.0M | 76 | last filed Q2 2026 |
| RESTON WEALTH MANAGEMENT LLC | 1767617 | $371.0M | 65 | last filed Q2 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | $370.9M | 544 | last filed Q2 2026 |
| WEALTH EFFECTS LLC | 1907254 | $370.5M | 256 | last filed Q2 2026 |
| Congress Park Capital LLC | 1730945 | $370.5M | 134 | last filed Q2 2026 |
| Next Capital Management LLC | 1752762 | $370.5M | 138 | last filed Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC | 1964810 | $370.4M | 157 | last filed Q2 2026 |
| Gunderson Capital Management LLC | 1792397 | $370.3M | 52 | last filed Q2 2026 |
| AMERICAN NATIONAL INSURANCE CO | 904163 | $370.0M | 260 | last filed Q1 2022 |
| Cypress Capital, LLC | 1729939 | $369.9M | 110 | last filed Q2 2026 |
| M & L Capital Management Ltd | 1927627 | $369.8M | 17 | last filed Q2 2026 |
| AYAL Capital Advisors Ltd | 2011524 | $369.7M | 43 | last filed Q2 2026 |
| Bray Capital Advisors | 1631738 | $369.6M | 256 | last filed Q4 2024 |
| Bruce & Co., Inc. | 1358331 | $369.5M | 41 | last filed Q2 2026 |
| EVEXIA WEALTH LLC | 1975710 | $369.5M | 77 | last filed Q2 2026 |
| Ceeto Capital Group, LLC | 1722439 | $369.5M | 174 | last filed Q2 2026 |
| Odyssey Group, LLC | 2146304 | $369.4M | 61 | last filed Q2 2026 |
| Filament LLC | 1550228 | $369.3M | 35 | last filed Q3 2020 |
| Wealth Advisors of Iowa, LLC | 1803005 | $369.2M | 90 | last filed Q2 2026 |
| Alta Wealth Advisors LLC | 1843826 | $368.9M | 170 | last filed Q2 2026 |
| General Electric Co | 40545 | $368.9M | 2 | last filed Q2 2026 |
| Gold Investment Management Ltd. | 2006008 | $368.8M | 202 | last filed Q2 2026 |
| Joule Financial, LLC | 1929070 | $368.8M | 116 | last filed Q2 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | 1389234 | $368.7M | 72 | last filed Q2 2026 |
| Global Financial Private Client, LLC | 2023568 | $368.6M | 246 | last filed Q2 2026 |
| TRADITION CAPITAL MANAGEMENT LLC | 1166385 | $368.6M | 183 | last filed Q1 2019 |
| Commonwealth Retirement Investments LLC | 1963787 | $368.4M | 417 | last filed Q2 2026 |
| BATTERY MANAGEMENT CORP. | 1548594 | $368.3M | 5 | last filed Q2 2026 |
| PhiloSmith Capital Corp | 1942361 | $368.2M | 23 | last filed Q2 2026 |
| Millstreet Capital Management LLC | 1590729 | $368.1M | 2 | last filed Q2 2026 |
| Missouri Trust & Investment Co | 1908186 | $368.1M | 146 | last filed Q2 2026 |
| Evanston Investments, Inc., dba Evanston Advisors | 1480535 | $367.9M | 63 | last filed Q4 2018 |
| Bain Capital Credit, LP | 1317947 | $367.9M | 6 | last filed Q2 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1857144 | $367.8M | 166 | last filed Q2 2026 |
| 11 Capital Partners LP | 1801172 | $367.7M | 22 | last filed Q2 2026 |
| Promethos Capital, LLC | 1908619 | $367.7M | 54 | last filed Q2 2026 |
| Sterling Financial Planning, Inc. | 1844278 | $367.7M | 123 | last filed Q2 2026 |
| FORTRESS PRIVATE LEDGER, LLC | 1718251 | $367.6M | 271 | last filed Q2 2026 |
| Surevest, LLC | 1593842 | $367.6M | 509 | last filed Q3 2022 |
| ONE Advisory Partners, LLC | 1819695 | $367.4M | 68 | last filed Q2 2026 |
| CQS (US), LLC | 1447946 | $367.3M | 44 | last filed Q2 2024 |
| Whelan Financial | 1894921 | $367.2M | 101 | last filed Q2 2026 |
| Running Point Capital Advisors, LLC | 1840629 | $367.0M | 189 | last filed Q4 2025 |
| Elephas Investment Management Ltd | 1731191 | $366.9M | 22 | last filed Q2 2021 |
| Storen Legacy Partners, LLC | 2116061 | $366.8M | 116 | last filed Q2 2026 |
| VAN STRUM & TOWNE INC. | 1080173 | $366.8M | 111 | last filed Q2 2026 |
| First International Bank of Israel Ltd. | 2081196 | $366.7M | 69 | last filed Q2 2026 |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 831457 | $366.7M | 89 | last filed Q3 2019 |
| Impact Capital Partners LLC | 2054916 | $366.5M | 283 | last filed Q2 2026 |
| Waterford Advisors, LLC | 1960657 | $366.5M | 64 | last filed Q2 2026 |
| ACORN CAPITAL ADVISORS, LLC | 2054410 | $366.5M | 20 | last filed Q2 2026 |
| Concord Investment Counsel Inc. | 2022154 | $366.4M | 50 | last filed Q2 2026 |
| SAM Advisors, LLC | 1600944 | $366.3M | 49 | last filed Q2 2026 |
| Pillsbury Lake Capital LLC | 2111915 | $366.3M | 41 | last filed Q2 2026 |
| Empirical Capital Management, LLC | 1642274 | $365.9M | 17 | last filed Q2 2026 |
| Capco Asset Management, LLC | 1698068 | $365.9M | 26 | last filed Q2 2026 |
| Indiana Trust & Investment Management Co | 1356407 | $365.9M | 472 | last filed Q2 2026 |
| WRIGHT INVESTORS SERVICE INC | 108572 | $365.8M | 148 | last filed Q2 2026 |
| Range Financial Group LLC | 1928635 | $365.8M | 206 | last filed Q2 2026 |
| Aigen Investment Management, LP | 1741224 | $365.8M | 517 | last filed Q2 2026 |
| Lynch Asset Management, Inc. | 1906719 | $365.7M | 52 | last filed Q2 2026 |
| Quaker Capital Investments, LLC | 1633648 | $365.7M | 22 | last filed Q2 2026 |
| HST Ventures, LLC | 1885404 | $365.7M | 49 | last filed Q3 2024 |
| Glassy Mountain Advisors, Inc. | 1914617 | $365.6M | 76 | last filed Q2 2026 |
| Team Hewins, LLC | 1964760 | $365.5M | 40 | last filed Q2 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | 1085041 | $365.5M | 147 | last filed Q2 2026 |
| Vert Asset Management LLC | 1904664 | $365.5M | 44 | last filed Q2 2026 |
| Invesco Private Capital, Inc. | 1128452 | $365.3M | 4 | last filed Q3 2019 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 1080383 | $365.3M | 55 | last filed Q2 2024 |
| Darwin Wealth Management, LLC | 1663224 | $365.3M | 777 | last filed Q2 2026 |
| 25 LLC | 1968777 | $365.2M | 80 | last filed Q2 2026 |
| Elevated Financial Group LLC | 2063915 | $364.9M | 125 | last filed Q2 2026 |
| Hopwood Nicholas Hunter | 2091827 | $364.5M | 131 | last filed Q2 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | 1766504 | $364.2M | 10 | last filed Q2 2026 |
| Bowling Portfolio Management LLC | 1322590 | $364.2M | 183 | last filed Q3 2022 |
| KEATING INVESTMENT COUNSELORS INC | 1020580 | $364.1M | 59 | last filed Q2 2026 |
| BAKER BOYER NATIONAL BANK | 1079398 | $364.1M | 94 | last filed Q2 2026 |
| Eaton Financial Holdings Company, LLC | 1972322 | $364.1M | 134 | last filed Q2 2026 |
| Engle Capital Management, L.P. | 1684868 | $364.1M | 20 | last filed Q2 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 1914472 | $364.1M | 37 | last filed Q2 2026 |
| Sage Financial Management Group, Inc. | 1762086 | $364.0M | 61 | last filed Q2 2026 |
| Elevated Capital Advisors, LLC | 1802387 | $363.6M | 849 | last filed Q2 2026 |
| Tilson Financial Group, Inc. | 1964820 | $363.6M | 86 | last filed Q2 2026 |
| Reliant Wealth Planning | 1823393 | $363.6M | 54 | last filed Q2 2026 |
| MARSHALL FINANCIAL GROUP INC /ADV | 701189 | $363.5M | 53 | last filed Q3 2025 |
| AIMZ Investment Advisors, LLC | 1630365 | $363.5M | 153 | last filed Q2 2026 |
| Anfield Capital Management, LLC | 1602020 | $363.5M | 715 | last filed Q1 2026 |
| GFG Capital, LLC | 1638520 | $363.4M | 100 | last filed Q2 2026 |
| Raub Brock Capital Management LP | 1554656 | $363.3M | 45 | last filed Q2 2026 |
| Paragon Wealth Strategies, LLC | 1680638 | $363.3M | 40 | last filed Q4 2023 |
| Purus Wealth Management, LLC | 1844250 | $363.2M | 171 | last filed Q2 2026 |
| Urban Financial Advisory Corp | 2005378 | $362.9M | 54 | last filed Q2 2026 |
| August Capital Management V, L.L.C. | 1547399 | $362.8M | 1 | last filed Q2 2020 |
| Westbourne Investment Advisors, Inc. | 1650092 | $362.7M | 120 | last filed Q2 2026 |
| HAMEL ASSOCIATES, INC. | 1599760 | $362.7M | 92 | last filed Q2 2026 |
| O'Brien Greene & Co. Inc | 1768635 | $362.4M | 141 | last filed Q2 2026 |
| Wealth Management Associates, Inc. | 2067339 | $362.4M | 254 | last filed Q2 2026 |
| MILLINGTON SECURITIES, LLC | 1449088 | $362.4M | 275 | last filed Q1 2026 |
| Foresite Capital Management V, LLC | 1792206 | $362.2M | 9 | last filed Q2 2026 |
| American Research & Management Co. | 1506796 | $362.2M | 423 | last filed Q3 2022 |
| Alteri Wealth LLC | 2054980 | $362.1M | 296 | last filed Q2 2026 |
| SAXON INTERESTS, INC. | 1905867 | $362.0M | 238 | last filed Q2 2026 |
| Francisco Partners Management, LP | 1197853 | $361.4M | 3 | last filed Q2 2026 |
| Pamplona Capital Management, LLC | 1554913 | $361.3M | 5 | last filed Q2 2026 |
| Solitude Financial Services | 1839890 | $361.2M | 41 | last filed Q2 2026 |
| ParaFi Capital LP | 1919332 | $361.2M | 24 | last filed Q2 2026 |
| HT Partners LLC | 1552999 | $361.1M | 53 | last filed Q2 2026 |
| Mass General Brigham, Inc | 1678378 | $361.1M | 6 | last filed Q2 2026 |
| WT Wealth Management | 1780507 | $361.1M | 138 | last filed Q2 2026 |
| Demars Financial Group, LLC | 1723115 | $360.9M | 113 | last filed Q2 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1013701 | $360.6M | 59 | last filed Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | 1632078 | $360.4M | 113 | last filed Q2 2026 |
| Kentucky Farm Bureau Mutual Insurance Co | 2131132 | $360.4M | 69 | last filed Q2 2026 |
| Equita Financial Network, Inc. | 1994461 | $360.2M | 95 | last filed Q2 2026 |
| Morling Financial Advisors, LLC | 1905198 | $360.0M | 122 | last filed Q2 2026 |
| MADDEN SECURITIES Corp | 1803566 | $360.0M | 118 | last filed Q2 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | $359.8M | 136 | last filed Q2 2026 |
| PL Capital Advisors, LLC | 1569147 | $359.8M | 31 | last filed Q2 2026 |
| Gen-Wealth Partners Inc | 2023375 | $359.7M | 722 | last filed Q2 2026 |
| Bridge Creek Capital Management LLC | 1670903 | $359.6M | 116 | last filed Q3 2025 |
| 3D ASSET MANAGEMENT, INC | 1359371 | $359.6M | 76 | last filed Q3 2020 |
| Bryant Woods Investment Advisors, LLC | 1910641 | $359.6M | 85 | last filed Q2 2026 |
| Resurgent Financial Advisors LLC | 1912339 | $359.5M | 308 | last filed Q2 2026 |