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 9 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| KGH Ltd | 1549641 | $1.9B | 26 | last filed Q4 2024 |
| Sourcerock Group LLC | 1822531 | $1.9B | 36 | last filed Q2 2026 |
| Distillate Capital Partners LLC | 1741001 | $1.9B | 118 | last filed Q2 2026 |
| MHR FUND MANAGEMENT LLC | 1277742 | $1.9B | 11 | last filed Q2 2026 |
| FAS Wealth Partners, Inc. | 1596957 | $1.9B | 516 | last filed Q2 2026 |
| GMT Capital Corp | 1106191 | $1.9B | 68 | last filed Q2 2026 |
| Hill Path Capital LP | 1676292 | $1.9B | 7 | last filed Q2 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 807985 | $1.9B | 47 | last filed Q2 2026 |
| First Interstate Bank | 1125727 | $1.9B | 196 | last filed Q2 2026 |
| BOSTON ADVISORS LLC | 1062842 | $1.9B | 597 | last filed Q3 2019 |
| BROADWOOD CAPITAL INC | 1278387 | $1.9B | 6 | last filed Q2 2026 |
| KINTRA WEALTH, LLC | 1904432 | $1.9B | 514 | last filed Q2 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 869367 | $1.9B | 87 | last filed Q2 2026 |
| Legacy Wealth Management, LLC | 1488921 | $1.9B | 30 | last filed Q2 2026 |
| MVM Partners, LLC | 1947083 | $1.9B | 1 | last filed Q2 2026 |
| REBALANCE, LLC | 1811052 | $1.9B | 103 | last filed Q2 2026 |
| Campbell & CO Investment Adviser LLC | 1353570 | $1.9B | 1,005 | last filed Q2 2026 |
| GRANDFIELD & DODD, LLC | 1308016 | $1.9B | 217 | last filed Q2 2026 |
| Verdence Capital Advisors LLC | 1719305 | $1.9B | 653 | last filed Q2 2026 |
| DENDUR CAPITAL LP | 1782124 | $1.9B | 24 | last filed Q2 2026 |
| Foster Victor Wealth Advisors, LLC | 1769063 | $1.9B | 252 | last filed Q2 2026 |
| PDT Partners, LLC | 1564702 | $1.9B | 489 | last filed Q2 2026 |
| JANA Partners Management, LP | 1998597 | $1.9B | 10 | last filed Q2 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | $1.9B | 853 | last filed Q2 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | 2056690 | $1.9B | 184 | last filed Q2 2026 |
| GFS Advisors, LLC | 1427263 | $1.9B | 370 | last filed Q2 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1056549 | $1.9B | 205 | last filed Q2 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | 938592 | $1.9B | 264 | last filed Q2 2026 |
| Turtle Creek Wealth Advisors, LLC | 2007171 | $1.9B | 514 | last filed Q2 2026 |
| CACTI ASSET MANAGEMENT LLC | 1452208 | $1.9B | 79 | Q3 2026 |
| Kathmere Capital Management, LLC | 1794543 | $1.9B | 672 | last filed Q2 2026 |
| PATTEN & PATTEN INC/TN | 1044905 | $1.9B | 350 | last filed Q2 2026 |
| Foundry Partners, LLC | 1573913 | $1.9B | 259 | last filed Q1 2025 |
| NEXT CENTURY GROWTH INVESTORS LLC | 1134007 | $1.9B | 113 | last filed Q2 2026 |
| CAS Investment Partners, LLC | 1697591 | $1.9B | 6 | last filed Q2 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | $1.9B | 748 | last filed Q2 2026 |
| Sylebra Capital Ltd | 1627436 | $1.9B | 20 | last filed Q3 2023 |
| Fragasso Financial Advisors Inc | 1613331 | $1.9B | 360 | last filed Q2 2026 |
| Koshinski Asset Management, Inc. | 1633389 | $1.9B | 767 | last filed Q2 2026 |
| Carroll Financial Associates, Inc. | 1567784 | $1.9B | 1,600 | last filed Q4 2021 |
| Oasis Management Co Ltd. | 1317904 | $1.9B | 108 | last filed Q2 2026 |
| Proem Advisors LLC | 1842526 | $1.9B | 40 | last filed Q2 2026 |
| Robinhood Asset Management, LLC | 2067588 | $1.9B | 83 | last filed Q2 2026 |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | $1.9B | 349 | last filed Q2 2026 |
| KEYSTONE INVESTORS PTE LTD | 1926253 | $1.9B | 84 | last filed Q2 2026 |
| B. Riley Wealth Advisors, Inc. | 1464811 | $1.9B | 831 | last filed Q2 2026 |
| LMCG INVESTMENTS, LLC | 1470944 | $1.9B | 225 | last filed Q2 2026 |
| First Trust Direct Indexing L.P. | 1845469 | $1.9B | 979 | last filed Q3 2024 |
| Credential Qtrade Securities Inc. | 2077908 | $1.9B | 379 | last filed Q1 2024 |
| Evanson Asset Management, LLC | 1626379 | $1.9B | 321 | last filed Q1 2026 |
| BAR HARBOR WEALTH MANAGEMENT | 1035463 | $1.9B | 268 | last filed Q2 2026 |
| INVICTUS PRIVATE WEALTH, LLC | 1939208 | $1.9B | 86 | last filed Q2 2026 |
| SRB CORP | 1496228 | $1.9B | 23 | last filed Q2 2026 |
| Johnson Financial Group, LLC | 1706327 | $1.9B | 279 | last filed Q2 2026 |
| Pertento Partners LLP | 1894571 | $1.9B | 17 | last filed Q2 2026 |
| Private Advisory Group LLC | 1632965 | $1.9B | 287 | last filed Q2 2026 |
| Ninety One SA (Pty) Ltd | 1491998 | $1.8B | 110 | last filed Q2 2026 |
| Spyglass Capital Management LLC | 1654344 | $1.8B | 25 | last filed Q2 2026 |
| VERUS CAPITAL PARTNERS, LLC | 1796874 | $1.8B | 502 | last filed Q2 2026 |
| LBMC INVESTMENT ADVISORS, LLC | 1536924 | $1.8B | 245 | last filed Q2 2026 |
| FJ Investments, LLC | 1903573 | $1.8B | 6 | last filed Q2 2026 |
| North Star Investment Management Corp. | 1342857 | $1.8B | 1,733 | last filed Q2 2026 |
| Legacy Edge Advisors, LLC | 2105396 | $1.8B | 262 | last filed Q2 2026 |
| Frankly Finances, LLC | 2096338 | $1.8B | 90 | last filed Q2 2026 |
| Vanguard National Trust Co | 1984256 | $1.8B | 787 | last filed Q2 2026 |
| Bridgewater Advisors Inc. | 1600319 | $1.8B | 478 | last filed Q2 2026 |
| Kensington Asset Management, LLC | 1979884 | $1.8B | 39 | last filed Q2 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | 1133653 | $1.8B | 286 | last filed Q2 2026 |
| Summit Global Investments | 1697953 | $1.8B | 523 | last filed Q2 2026 |
| Roundview Capital LLC | 1476804 | $1.8B | 349 | last filed Q2 2026 |
| Legacy Private Trust Co. | 1352547 | $1.8B | 268 | Q3 2026 |
| Saratoga Research & Investment Management | 1477872 | $1.8B | 46 | last filed Q2 2026 |
| River Wealth Advisors LLC | 1642570 | $1.8B | 222 | last filed Q2 2026 |
| HITE Hedge Asset Management LLC | 1568939 | $1.8B | 125 | last filed Q2 2026 |
| Trans-Canada Capital Inc. | 1896476 | $1.8B | 22 | last filed Q2 2026 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2011081 | $1.8B | 43 | last filed Q2 2026 |
| Wealthspire Retirement, LLC | 2040084 | $1.8B | 321 | last filed Q2 2026 |
| Stratos Wealth Advisors, LLC | 1707202 | $1.8B | 638 | last filed Q2 2026 |
| Thomasville National Bank | 1561790 | $1.8B | 241 | last filed Q2 2026 |
| Full Sail Capital, LLC | 1757617 | $1.8B | 308 | last filed Q3 2025 |
| Regal Partners Ltd | 1577774 | $1.8B | 122 | last filed Q2 2026 |
| Aquamarine Financial (Cayman) Ltd | 2104187 | $1.8B | 17 | last filed Q2 2026 |
| Kynam Capital Management, LP | 1907884 | $1.8B | 32 | last filed Q2 2026 |
| SAGE FINANCIAL GROUP INC | 882119 | $1.8B | 110 | last filed Q2 2026 |
| Greenspring Advisors, LLC | 1922200 | $1.8B | 355 | last filed Q2 2026 |
| Concentric Capital Strategies, LP | 1851869 | $1.8B | 311 | last filed Q2 2026 |
| Sabal Trust CO | 1323276 | $1.8B | 233 | last filed Q1 2025 |
| Parcion Private Wealth LLC | 1801263 | $1.8B | 529 | last filed Q2 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1005607 | $1.8B | 203 | last filed Q2 2026 |
| INVERNESS COUNSEL LLC /NY/ | 866361 | $1.8B | 186 | last filed Q3 2022 |
| Soltis Investment Advisors LLC | 1802530 | $1.8B | 613 | last filed Q2 2026 |
| SPX Gestao de Recursos Ltda | 1589176 | $1.8B | 79 | last filed Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC | 1791996 | $1.8B | 312 | last filed Q2 2026 |
| Willis Johnson & Associates, Inc. | 1853239 | $1.8B | 102 | last filed Q2 2026 |
| HYMAN CHARLES D | 1135077 | $1.8B | 242 | last filed Q2 2024 |
| Charles Schwab Trust Co | 1789219 | $1.8B | 171 | last filed Q2 2026 |
| Empire Life Investments Inc. | 1640951 | $1.8B | 113 | last filed Q2 2026 |
| Avestar Capital, LLC | 1704404 | $1.8B | 490 | last filed Q2 2026 |
| FRANKLIN STREET ADVISORS INC /NC | 1010873 | $1.8B | 176 | last filed Q2 2026 |
| FIRST AMERICAN BANK | 1291422 | $1.8B | 205 | last filed Q2 2026 |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | $1.8B | 1,126 | last filed Q2 2026 |
| OAK ASSOCIATES LTD /OH/ | 836372 | $1.8B | 139 | last filed Q2 2026 |
| Cercano Management LLC | 1936416 | $1.8B | 146 | last filed Q2 2026 |
| WMS Partners, LLC | 1480916 | $1.8B | 298 | last filed Q4 2024 |
| Catalyst Funds Management Pty Ltd | 1896150 | $1.8B | 642 | last filed Q2 2026 |
| BARR E S & CO | 1040210 | $1.8B | 112 | last filed Q2 2026 |
| Capital Impact Advisors, LLC | 1602198 | $1.8B | 29 | last filed Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | $1.8B | 375 | last filed Q2 2026 |
| Black Creek Investment Management Inc. | 1528593 | $1.8B | 27 | last filed Q2 2026 |
| Hamilton Capital, LLC | 1646639 | $1.8B | 155 | Q3 2026 |
| Waterloo Capital, L.P. | 1730942 | $1.8B | 557 | last filed Q2 2026 |
| Graypoint LLC | 1794198 | $1.8B | 526 | last filed Q2 2025 |
| Nicholas Investment Partners, LP | 1389574 | $1.8B | 204 | last filed Q2 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | 1996846 | $1.8B | 344 | last filed Q2 2026 |
| RE Dickinson Investment Advisors, LLC | 1801241 | $1.8B | 304 | last filed Q4 2024 |
| Covalis Capital LLP | 1698819 | $1.8B | 101 | last filed Q2 2026 |
| Indivisible Partners | 2098400 | $1.8B | 638 | last filed Q2 2026 |
| Silicon Valley Community Foundation | 1598350 | $1.8B | 4 | last filed Q2 2025 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | $1.8B | 2,239 | last filed Q4 2024 |
| OAK RIDGE INVESTMENTS LLC | 1054554 | $1.8B | 170 | last filed Q2 2026 |
| PARK PRESIDIO CAPITAL LLC | 1596510 | $1.8B | 14 | last filed Q2 2026 |
| Frank, Rimerman Advisors LLC | 1977560 | $1.8B | 612 | last filed Q2 2026 |
| Cardinal Point Capital Management ULC | 1950841 | $1.8B | 294 | last filed Q2 2026 |
| GREEN VALLEY INVESTORS LLC | 1568338 | $1.8B | 28 | last filed Q3 2019 |
| VALLEY WEALTH MANAGERS, INC. | 924166 | $1.8B | 345 | Q3 2026 |
| Contrarius Investment Management Ltd | 1483738 | $1.8B | 42 | last filed Q3 2024 |
| DAVIS CAPITAL PARTNERS, LLC | 1583119 | $1.8B | 30 | last filed Q2 2022 |
| Atairos Group, Inc. | 1671122 | $1.8B | 5 | last filed Q2 2026 |
| Rheos Capital Works Inc. | 1735445 | $1.8B | 82 | last filed Q2 2026 |
| Fifth Third Securities, Inc. | 73956 | $1.8B | 360 | last filed Q2 2026 |
| Simmons Bank | 1674486 | $1.8B | 369 | last filed Q2 2026 |
| Kryger Capital LLC | 2123957 | $1.8B | 109 | last filed Q2 2026 |
| Liberty 77 Capital L.P. | 1905374 | $1.8B | 3 | last filed Q2 2026 |
| Plato Investment Management Ltd | 1984475 | $1.8B | 496 | last filed Q2 2026 |
| Clarius Group, LLC | 1664214 | $1.8B | 384 | last filed Q4 2025 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1726808 | $1.8B | 26 | Q3 2026 |
| Kepler Cheuvreux (Suisse) SA | 2096459 | $1.7B | 162 | last filed Q2 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | $1.7B | 121 | last filed Q2 2026 |
| Aventail Capital Group, LP | 1803822 | $1.7B | 155 | last filed Q2 2026 |
| PBCay One RSC Ltd | 2013737 | $1.7B | 18 | last filed Q2 2026 |
| Sather Financial Group Inc | 1568540 | $1.7B | 121 | last filed Q2 2026 |
| SHUFRO ROSE & CO LLC | 908195 | $1.7B | 311 | last filed Q2 2026 |
| Salient Capital Advisors, LLC | 1510769 | $1.7B | 43 | last filed Q3 2022 |
| Goehring & Rozencwajg Associates, LLC | 1863154 | $1.7B | 41 | last filed Q2 2026 |
| AMI ASSET MANAGEMENT CORP | 1369702 | $1.7B | 99 | last filed Q2 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | 1962755 | $1.7B | 538 | last filed Q2 2026 |
| GC Wealth Management RIA, LLC | 2011169 | $1.7B | 483 | last filed Q2 2026 |
| LEE DANNER & BASS INC | 939219 | $1.7B | 250 | last filed Q2 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 911274 | $1.7B | 401 | last filed Q2 2026 |
| S&CO INC | 1082461 | $1.7B | 222 | last filed Q2 2026 |
| PDS Planning, Inc | 838618 | $1.7B | 609 | last filed Q2 2026 |
| ALBION FINANCIAL GROUP /UT | 1054677 | $1.7B | 652 | last filed Q2 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1773830 | $1.7B | 240 | last filed Q2 2026 |
| HOWE & RUSLING INC | 769963 | $1.7B | 479 | last filed Q2 2026 |
| SSI INVESTMENT MANAGEMENT LLC | 938487 | $1.7B | 248 | last filed Q2 2026 |
| NOVO HOLDINGS A/S | 1388325 | $1.7B | 25 | last filed Q2 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 2011882 | $1.7B | 324 | last filed Q2 2026 |
| QCI ASSET MANAGEMENT INC/NY | 930441 | $1.7B | 154 | last filed Q3 2021 |
| GOLDENTREE ASSET MANAGEMENT LP | 1278951 | $1.7B | 31 | last filed Q2 2026 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1033324 | $1.7B | 256 | last filed Q2 2026 |
| First Trust Capital Management L.P. | 1604488 | $1.7B | 161 | last filed Q2 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1621802 | $1.7B | 181 | last filed Q2 2026 |
| Cadence Bank | 1299939 | $1.7B | 332 | last filed Q4 2025 |
| L1 Capital International Pty Ltd | 2009023 | $1.7B | 21 | last filed Q2 2026 |
| Sienna Gestion | 2021242 | $1.7B | 178 | last filed Q2 2026 |
| BBVA USA | 844928 | $1.7B | 970 | last filed Q3 2021 |
| Unigestion Holding SA | 1745879 | $1.7B | 161 | last filed Q1 2025 |
| Ardmore Road Asset Management LP | 1835730 | $1.7B | 70 | last filed Q2 2026 |
| Amanah Holdings Trust | 2076121 | $1.7B | 20 | last filed Q2 2026 |
| QVT Financial LP | 1290162 | $1.7B | 79 | last filed Q2 2026 |
| Gillson Capital LP | 1698055 | $1.7B | 80 | last filed Q2 2026 |
| Triad Wealth Partners, LLC | 2012717 | $1.7B | 553 | last filed Q2 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 1119254 | $1.7B | 208 | last filed Q2 2026 |
| Galaxy Digital Inc. | 1859392 | $1.7B | 63 | last filed Q2 2026 |
| Keel Point, LLC | 1386935 | $1.7B | 514 | last filed Q2 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | 1997405 | $1.7B | 347 | last filed Q2 2026 |
| GENERAL AMERICAN INVESTORS CO INC | 40417 | $1.7B | 70 | last filed Q2 2026 |
| BROWNING WEST LP | 1825564 | $1.7B | 6 | last filed Q2 2026 |
| Cornerstone Wealth Group, LLC | 1774879 | $1.7B | 496 | last filed Q2 2026 |
| COUNTRY CLUB BANK | 824325 | $1.7B | 325 | last filed Q3 2025 |
| Boston Common Asset Management, LLC | 1409427 | $1.7B | 186 | last filed Q2 2026 |
| Keystone Financial Group | 1729299 | $1.7B | 567 | last filed Q2 2026 |
| Maple Capital Management, Inc. | 1313893 | $1.7B | 127 | last filed Q2 2026 |
| Anson Funds Management LP | 1491072 | $1.7B | 165 | last filed Q2 2026 |
| Theleme Partners LLP | 1511881 | $1.7B | 9 | last filed Q2 2026 |
| Bain Capital Life Sciences Investors, LLC | 1703031 | $1.7B | 21 | last filed Q2 2026 |
| ARVEST TRUST CO N A | 893879 | $1.7B | 173 | last filed Q2 2024 |
| Jaffetilchin Investment Partners, LLC | 1404652 | $1.7B | 461 | last filed Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | $1.7B | 572 | last filed Q2 2026 |
| Commodore Capital LP | 1831942 | $1.7B | 33 | last filed Q2 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | 861176 | $1.7B | 278 | last filed Q2 2026 |
| Spear Holdings RSC Ltd | 2023475 | $1.7B | 18 | last filed Q2 2026 |
| Clearline Capital LP | 1600136 | $1.7B | 102 | last filed Q2 2026 |
| Invenomic Capital Management LP | 1769456 | $1.7B | 116 | last filed Q2 2026 |
| Heck Capital Advisors, LLC | 2046227 | $1.7B | 214 | last filed Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | $1.7B | 2,359 | last filed Q2 2026 |
| AEW CAPITAL MANAGEMENT L P | 1046187 | $1.7B | 39 | last filed Q2 2026 |
| China Universal Asset Management Co., Ltd. | 1906594 | $1.7B | 513 | last filed Q2 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | $1.7B | 1,629 | last filed Q2 2026 |
| DigitalBridge Group, Inc. | 1679688 | $1.7B | 60 | last filed Q2 2026 |
| Kentucky Retirement Systems Insurance Trust Fund | 1584686 | $1.7B | 495 | last filed Q2 2026 |
| Global Alpha Capital Management Ltd. | 1584691 | $1.7B | 48 | last filed Q2 2026 |
| Artemis Wealth Advisors, LLC | 1767435 | $1.7B | 55 | last filed Q2 2026 |
| Gateway Wealth Partners, LLC | 1966037 | $1.7B | 750 | last filed Q2 2026 |
| Parvus Asset Management Europe Ltd | 2022204 | $1.7B | 1 | last filed Q1 2025 |
| Angeles Investment Advisors, LLC | 1535695 | $1.7B | 31 | last filed Q2 2026 |
| No Street GP LP | 1765774 | $1.7B | 32 | last filed Q2 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | $1.7B | 80 | last filed Q2 2026 |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | $1.7B | 1,040 | Q3 2026 |
| Icon Wealth Advisors, LLC | 1963212 | $1.7B | 420 | last filed Q2 2026 |
| SFMG, LLC | 1512026 | $1.7B | 334 | last filed Q2 2026 |
| FIRST AMERICAN TRUST, FSB | 36066 | $1.7B | 307 | last filed Q2 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | 1002152 | $1.7B | 91 | last filed Q2 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | 1716399 | $1.7B | 158 | last filed Q2 2026 |
| Pine Ridge Advisers LLC | 1845915 | $1.7B | 40 | last filed Q2 2026 |
| Ally Invest Advisors Inc. | 1706013 | $1.7B | 75 | last filed Q2 2026 |
| Strategic Investment Advisors / MI | 1760540 | $1.7B | 398 | last filed Q2 2026 |
| Beacon Capital Management, Inc. | 1575301 | $1.7B | 133 | last filed Q2 2026 |
| American Assets Investment Management, LLC | 1389256 | $1.7B | 146 | last filed Q2 2026 |
| Gladius Capital Management LP | 1540656 | $1.7B | 29 | last filed Q2 2026 |
| Transform Wealth, LLC | 1682266 | $1.7B | 242 | last filed Q1 2025 |
| SHAPIRO CAPITAL MANAGEMENT LLC | 1177244 | $1.6B | 50 | last filed Q2 2026 |
| Oriental Harbor Investment Master Fund | 2046333 | $1.6B | 13 | last filed Q2 2026 |
| Greystone Managed Investments Inc. | 1477836 | $1.6B | 94 | last filed Q3 2019 |
| GILEAD SCIENCES, INC. | 882095 | $1.6B | 5 | last filed Q2 2026 |
| USCA RIA LLC | 1525212 | $1.6B | 570 | last filed Q2 2021 |
| MFF Capital Investments Ltd | 2104888 | $1.6B | 19 | last filed Q2 2026 |
| BOSTON FAMILY OFFICE LLC | 1039807 | $1.6B | 314 | last filed Q2 2026 |
| BTC Capital Management, Inc. | 1611848 | $1.6B | 207 | last filed Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED | 1080576 | $1.6B | 830 | last filed Q2 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | $1.6B | 109 | last filed Q2 2026 |
| Aureus Asset Management, LLC | 1381296 | $1.6B | 239 | last filed Q2 2026 |
| Veritas Investment Management LLP | 1576707 | $1.6B | 60 | last filed Q3 2020 |
| First Light Asset Management, LLC | 1600004 | $1.6B | 31 | last filed Q2 2026 |
| Triodos Investment Management BV | 1748729 | $1.6B | 50 | last filed Q2 2026 |
| Lutz Financial Services LLC | 1737112 | $1.6B | 112 | last filed Q2 2026 |
| AlphaCrest Capital Management LLC | 1633256 | $1.6B | 1,256 | last filed Q3 2022 |
| Hexavest Inc. | 1389191 | $1.6B | 217 | last filed Q3 2021 |
| MPM BIOIMPACT LLC | 1687078 | $1.6B | 37 | last filed Q2 2026 |
| Opti Capital Management, LP | 1738654 | $1.6B | 46 | last filed Q2 2026 |
| Milestone Resources Group Ltd | 1708139 | $1.6B | 8 | last filed Q2 2026 |
| Curated Wealth Partners LLC | 1781284 | $1.6B | 888 | last filed Q2 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | $1.6B | 1,003 | last filed Q2 2026 |
| Tradition Wealth Management, LLC | 1843010 | $1.6B | 538 | last filed Q2 2026 |
| MONECO ADVISORS, LLC | 1765690 | $1.6B | 595 | last filed Q2 2026 |
| Howard Capital Management Group, LLC | 1860501 | $1.6B | 150 | last filed Q2 2026 |
| Fund Resources Investment Holding Group Co Ltd | 1652026 | $1.6B | 7 | last filed Q2 2026 |
| Kopernik Global Investors, LLC | 1599814 | $1.6B | 30 | last filed Q2 2026 |
| APPLETON PARTNERS INC/MA | 1055290 | $1.6B | 275 | last filed Q2 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1817652 | $1.6B | 168 | last filed Q2 2026 |