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 9 of 48, ranked by reported value.

FilerCIKReported valuePositionsQuarter
Galaxy Digital Inc.1859392$1.7B63Q2 2026
Keel Point, LLC1386935$1.7B514Q2 2026
Wealth Enhancement Trust Services, Inc.2067696$1.7B1,580Q2 2026
TIAA TRUST, NATIONAL ASSOCIATION1997405$1.7B347Q2 2026
GENERAL AMERICAN INVESTORS CO INC40417$1.7B70Q2 2026
BROWNING WEST LP1825564$1.7B6Q2 2026
Cornerstone Wealth Group, LLC1774879$1.7B496Q2 2026
COUNTRY CLUB BANK824325$1.7B325last filed Q3 2025
Boston Common Asset Management, LLC1409427$1.7B186Q2 2026
Keystone Financial Group1729299$1.7B567Q2 2026
Maple Capital Management, Inc.1313893$1.7B127Q2 2026
Anson Funds Management LP1491072$1.7B165Q2 2026
Theleme Partners LLP1511881$1.7B9Q2 2026
Bain Capital Life Sciences Investors, LLC1703031$1.7B21Q2 2026
ARVEST TRUST CO N A893879$1.7B173last filed Q2 2024
Jaffetilchin Investment Partners, LLC1404652$1.7B461last filed Q1 2026
Pinnacle Wealth Management Advisory Group, LLC1631864$1.7B572Q2 2026
Commodore Capital LP1831942$1.7B33Q2 2026
TRUSTMARK BANK TRUST DEPARTMENT861176$1.7B278Q2 2026
Spear Holdings RSC Ltd2023475$1.7B18Q2 2026
Clearline Capital LP1600136$1.7B102Q2 2026
Invenomic Capital Management LP1769456$1.7B116Q2 2026
Heck Capital Advisors, LLC2046227$1.7B214Q2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1818604$1.7B2,359Q2 2026
AEW CAPITAL MANAGEMENT L P1046187$1.7B39Q2 2026
China Universal Asset Management Co., Ltd.1906594$1.7B513Q2 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/109380$1.7B1,629Q2 2026
DigitalBridge Group, Inc.1679688$1.7B60Q2 2026
Kentucky Retirement Systems Insurance Trust Fund1584686$1.7B495Q2 2026
Global Alpha Capital Management Ltd.1584691$1.7B48Q2 2026
Artemis Wealth Advisors, LLC1767435$1.7B55Q2 2026
Gateway Wealth Partners, LLC1966037$1.7B750Q2 2026
Parvus Asset Management Europe Ltd2022204$1.7B1last filed Q1 2025
Angeles Investment Advisors, LLC1535695$1.7B31Q2 2026
No Street GP LP1765774$1.7B32Q2 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD1034546$1.7B80Q2 2026
Icon Wealth Advisors, LLC1963212$1.7B420Q2 2026
SFMG, LLC1512026$1.7B334Q2 2026
FIRST AMERICAN TRUST, FSB36066$1.7B307Q2 2026
COMPASS CAPITAL MANAGEMENT, INC1002152$1.7B91Q2 2026
CAHABA WEALTH MANAGEMENT, INC.1716399$1.7B158Q2 2026
Pine Ridge Advisers LLC1845915$1.7B40Q2 2026
Ally Invest Advisors Inc.1706013$1.7B75Q2 2026
Strategic Investment Advisors / MI1760540$1.7B398Q2 2026
Beacon Capital Management, Inc.1575301$1.7B133Q2 2026
American Assets Investment Management, LLC1389256$1.7B146Q2 2026
Gladius Capital Management LP1540656$1.7B29Q2 2026
Transform Wealth, LLC1682266$1.7B242last filed Q1 2025
SHAPIRO CAPITAL MANAGEMENT LLC1177244$1.6B50Q2 2026
Oriental Harbor Investment Master Fund2046333$1.6B13Q2 2026
Greystone Managed Investments Inc.1477836$1.6B94last filed Q3 2019
GILEAD SCIENCES, INC.882095$1.6B5Q2 2026
USCA RIA LLC1525212$1.6B570last filed Q2 2021
MFF Capital Investments Ltd2104888$1.6B19Q2 2026
BTC Capital Management, Inc.1611848$1.6B207Q2 2026
SILVER OAK SECURITIES, INCORPORATED1080576$1.6B830Q2 2026
NICHOLS & PRATT ADVISERS LLP /MA1141781$1.6B109Q2 2026
Aureus Asset Management, LLC1381296$1.6B239Q2 2026
Veritas Investment Management LLP1576707$1.6B60last filed Q3 2020
First Light Asset Management, LLC1600004$1.6B31Q2 2026
ARMSTRONG ADVISORY GROUP, INC1932952$1.6B985Q2 2026
Triodos Investment Management BV1748729$1.6B50Q2 2026
Lutz Financial Services LLC1737112$1.6B112Q2 2026
AlphaCrest Capital Management LLC1633256$1.6B1,256last filed Q3 2022
Hexavest Inc.1389191$1.6B217last filed Q3 2021
MPM BIOIMPACT LLC1687078$1.6B37Q2 2026
Opti Capital Management, LP1738654$1.6B46Q2 2026
Curated Wealth Partners LLC1781284$1.6B888Q2 2026
EVOLVE PRIVATE WEALTH, LLC2111131$1.6B1,003Q2 2026
Tradition Wealth Management, LLC1843010$1.6B538Q2 2026
MONECO ADVISORS, LLC1765690$1.6B595Q2 2026
Howard Capital Management Group, LLC1860501$1.6B150Q2 2026
Fund Resources Investment Holding Group Co Ltd1652026$1.6B7Q2 2026
Kopernik Global Investors, LLC1599814$1.6B30Q2 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.1817652$1.6B168Q2 2026
Atalan Capital Partners, LP1662906$1.6B9Q2 2026
CORDA Investment Management, LLC.1545812$1.6B85Q2 2026
LYELL WEALTH MANAGEMENT, LP1686444$1.6B232Q2 2026
Quent Capital, LLC1912338$1.6B1,649Q2 2026
Sage Mountain Advisors LLC1832274$1.6B304Q2 2026
Avalon Trust Co1798150$1.6B462Q2 2026
WESTPAC BANKING CORP719245$1.6B498Q2 2026
OLD MISSION CAPITAL, LLC1431146$1.6B510last filed Q4 2020
Strategy Capital LLC1592413$1.6B11Q2 2026
Clear Harbor Asset Management, LLC1511857$1.6B443Q2 2026
Morningstar Investment Management LLC1673385$1.6B317Q2 2026
NAPLES GLOBAL ADVISORS, LLC1582151$1.6B466Q2 2026
Capital Investment Advisory Services, LLC1659203$1.6B1,301Q2 2026
FRONTIER INVESTMENT MGMT CO1316539$1.6B274last filed Q2 2020
Coastal Bridge Advisors, LLC1665976$1.6B469Q2 2026
Strategic Wealth Partners, Ltd.1720777$1.6B1,460Q2 2026
Cortina Asset Management, LLC1325312$1.6B174last filed Q2 2019
TDAM USA INC.1115941$1.6B240last filed Q4 2021
Recurrent Investment Advisors LLC1803146$1.6B71Q2 2026
Sound View Wealth Advisors Group, LLC1784777$1.6B440Q2 2026
RMR Wealth Builders1803848$1.6B316Q2 2026
BTG Pactual Asset Management US LLC1569579$1.6B418Q2 2026
BLUESTEIN R H & CO LLC884314$1.6B340last filed Q3 2022
Quintet Private Bank (Europe) S.A.1977290$1.6B196Q2 2026
DDD Partners, LLC1729673$1.6B164Q2 2026
Good Life Advisors, LLC1696260$1.6B501last filed Q2 2025
Moss Adams Wealth Advisors LLC1661245$1.6B307Q2 2026
Investure, LLC1476993$1.6B17Q2 2026
IMA Advisory Services, Inc.1455495$1.6B1,384Q2 2026
ALPINE ASSOCIATES MANAGEMENT INC.1396835$1.6B66Q2 2026
Beaird Harris Wealth Management, LLC1908938$1.6B707Q2 2026
Global Financial Private Capital, Inc1704642$1.6B376last filed Q2 2020
Devon Energy Corp/DE1090012$1.6B2Q2 2026
Asset Dedication, LLC1475896$1.6B1,242Q2 2026
NEA Management Company, LLC1512848$1.6B26Q2 2026
Cryder Capital Partners LLP1633969$1.6B10Q2 2026
AIGH Capital Management LLC1835943$1.6B45Q2 2026
SVB WEALTH LLC1626116$1.6B384Q2 2026
Wealthquest Corp1632968$1.6B177Q2 2026
Zions Bancorporation, N.A.1666757$1.6B862last filed Q4 2024
PPSC Investment Service Corp1964389$1.6B8Q2 2026
BALASA DINVERNO & FOLTZ LLC1308757$1.6B336last filed Q3 2022
Sunbelt Securities, Inc.1632932$1.6B2,953last filed Q1 2026
Falcon Wealth Planning1839850$1.6B244Q2 2026
Lynrock Lake LP1734341$1.6B27Q2 2026
Blue Chip Partners, LLC1632801$1.6B184Q2 2026
ASHMORE WEALTH MANAGEMENT LLC1568887$1.6B28last filed Q3 2019
Rockwood Wealth Management, LLC1983670$1.6B132Q2 2026
Ranger Investment Management, L.P.1319691$1.6B83Q2 2026
Kapitalo Investimentos Ltda1798686$1.6B54Q2 2026
ION Fund Management Ltd2105906$1.6B55Q2 2026
Penn Capital Management Company, LLC1158202$1.6B185Q2 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC1845930$1.6B78Q2 2026
BANK PICTET & CIE (ASIA) LTD1599469$1.6B96last filed Q2 2024
AlphaStar Capital Management, LLC1633857$1.6B280Q2 2026
Beaumont Financial Advisors, LLC1957394$1.6B383Q2 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd1620943$1.6B289Q2 2026
AVITY INVESTMENT MANAGEMENT INC.926834$1.6B118Q2 2026
Stonebridge Capital Advisors LLC1600035$1.6B215Q2 2026
Everhart Financial Group, Inc.1852858$1.6B481Q2 2026
Dorsey Asset Management, LLC1671657$1.6B11Q2 2026
YHB Investment Advisors, Inc.1469219$1.6B314Q2 2026
Main Street Financial Solutions, LLC1763350$1.6B595Q2 2026
P/E Global LLC1910344$1.6B8Q2 2026
Heitman Real Estate Securities LLC1080117$1.6B57Q2 2026
HoldCo Asset Management, LP1724246$1.6B29Q2 2026
Hardy Reed LLC1761871$1.6B252Q2 2026
Fullerton Fund Management Co Ltd.1592746$1.6B119Q2 2026
Shay Capital LLC1723643$1.6B421Q2 2026
Clear Creek Financial Management, LLC1784235$1.6B642Q2 2026
CREDIT INDUSTRIEL ET COMMERCIAL1274419$1.6B246Q2 2026
Parvus Asset Management Jersey Ltd2061470$1.6B1Q2 2026
EARNED WEALTH ADVISORS, LLC1905663$1.6B310Q2 2026
DARK FOREST CAPITAL MANAGEMENT LP1853322$1.5B777Q2 2026
VICUS CAPITAL1544806$1.5B268Q2 2026
COZAD ASSET MANAGEMENT INC709428$1.5B453Q2 2026
Bouchey Financial Group, Ltd.1599054$1.5B191Q2 2026
First Heartland Consultants, Inc.1428793$1.5B589Q2 2026
Cumberland Partners Ltd1578985$1.5B153Q2 2026
Bank of Finland1844891$1.5B4Q2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.1536186$1.5B625Q2 2026
SMITH, MOORE & CO.200724$1.5B586Q2 2026
Abundance Wealth Counselors1767080$1.5B314Q2 2026
Flagship Pioneering, LLC1400240$1.5B5Q2 2026
Stony Point Capital LLC1776023$1.5B30Q2 2026
AdvicePeriod, LLC1634228$1.5B85last filed Q2 2021
WEALTHSOURCE PARTNERS, LLC1674623$1.5B500last filed Q4 2023
Segantii Capital Management Ltd1544676$1.5B93last filed Q1 2024
KANAWHA CAPITAL MANAGEMENT LLC1164478$1.5B228Q2 2026
HOLLENCREST CAPITAL MANAGEMENT1161722$1.5B1,191Q2 2026
FARR MILLER & WASHINGTON LLC/DC1034184$1.5B187last filed Q3 2021
UNICOM Systems, Inc.1996154$1.5B39Q2 2026
Callodine Capital Management, LP1741675$1.5B62Q2 2026
ZEKE CAPITAL ADVISORS, LLC1469528$1.5B476last filed Q4 2022
Alaska Permanent Capital Management, LLC1426771$1.5B41Q2 2026
M.D. Sass, LLC922940$1.5B38Q2 2026
BALDWIN WEALTH PARTNERS LLC/MA1021258$1.5B234Q2 2026
Adero Partners, LLC1800593$1.5B259last filed Q1 2025
Point72 (DIFC) Ltd2017863$1.5B1,003last filed Q3 2025
Kontiki Capital Management (HK) Ltd.1713390$1.5B7Q2 2026
MANGROVE PARTNERS IM, LLC1535392$1.5B426Q2 2026
Geller Advisors LLC1354739$1.5B253last filed Q4 2024
DEAN INVESTMENT ASSOCIATES, LLC846797$1.5B193Q2 2026
HPS Investment Partners, LLC1670185$1.5B2last filed Q2 2025
Atika Capital Management LLC1599731$1.5B75Q2 2026
Adelante Capital Management LLC1067926$1.5B42Q2 2026
NEXT Financial Group, Inc1616654$1.5B2,844last filed Q4 2021
MARCO INVESTMENT MANAGEMENT LLC1080493$1.5B245Q2 2026
RVW Wealth, LLC1756543$1.5B183Q2 2026
ALGEBRIS (UK) LTD1700286$1.5B73Q2 2026
Wellspring Financial Advisors, LLC1811308$1.5B288Q2 2026
Styrax Capital, LP1904897$1.5B18Q2 2026
DLD Asset Management, LP1578299$1.5B436Q2 2026
Fairmount Funds Management LLC1802528$1.5B12Q2 2026
Hodges Capital Management Inc.1337263$1.5B223Q2 2026
NBT BANK, N.A.898413$1.5B1,069Q2 2026
RUSH ISLAND MANAGEMENT, LP1736465$1.5B22Q2 2026
MERITAGE PORTFOLIO MANAGEMENT881432$1.5B318last filed Q4 2025
Tensor Edge Capital, LLC2096531$1.5B18Q2 2026
Hikari Tsushin, Inc.1423673$1.5B76Q2 2026
Perennial Investment Advisors, LLC1801523$1.5B561Q2 2026
Fusion Family Wealth, LLC1696209$1.5B50Q2 2026
Emerald Investment Advisers, LLC2127823$1.5B268Q2 2026
Herr Investment Group LLC1922235$1.5B69last filed Q2 2024
CFS Investment Advisory Services, LLC1845688$1.5B357Q2 2026
Advisor OS, LLC1767580$1.5B586Q2 2026
Mill Capital Management, LLC1901166$1.5B128Q2 2026
NEXPOINT ASSET MANAGEMENT, L.P.1469877$1.5B69Q2 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI1033974$1.5B160Q2 2026
Ethos Financial Group, LLC1954242$1.5B648Q2 2026
Johns Hopkins University1764756$1.5B18Q2 2026
N.E.W. Advisory Services LLC1803456$1.5B980Q2 2026
SWF LLC2065728$1.5B14Q2 2026
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV746504$1.5B906last filed Q3 2021
Tandem Investment Advisors, Inc.1694284$1.5B68Q2 2026
ProVise Management Group, LLC1305707$1.5B282Q2 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC1965241$1.5B431Q2 2026
LEVIN CAPITAL STRATEGIES, L.P.1354821$1.5B258Q2 2026
Aristotle Capital Boston, LLC1633911$1.5B119Q2 2026
FAIRHOLME CAPITAL MANAGEMENT LLC1056831$1.5B13Q2 2026
Redmile Group, LLC1425738$1.5B39Q2 2026
WBH ADVISORY INC1259671$1.5B363Q2 2026
Gemmer Asset Management LLC1607825$1.5B187Q2 2026
MARK ASSET MANAGEMENT LP860176$1.5B36Q2 2026
TITLEIST ASSET MANAGEMENT, LLC1977759$1.5B412Q2 2026
PETREDIS INVESTMENT ADVISORS LLC1964544$1.5B114Q2 2026
Winthrop Advisory Group LLC1739043$1.5B226Q2 2026
NICOLET ADVISORY SERVICES, LLC1775863$1.5B421last filed Q4 2025
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.1710477$1.5B184Q2 2026
TRANSCEND CAPITAL ADVISORS, LLC1776082$1.5B814Q2 2026
AMERICAN EXPRESS CO4962$1.5B1Q2 2026
Hackensack Meridian Health, Inc.1851813$1.5B7Q2 2026
Fiduciary Alliance LLC1954805$1.5B535Q2 2026
Greenspring Associates, LLC1796458$1.5B13last filed Q2 2021
Symmetry Investments LP1691919$1.5B122Q2 2026
LANARK FINANCIAL, INC.791540$1.5B2,420Q2 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1332811$1.5B339Q2 2026
Hilton Capital Management, LLC1541211$1.5B135Q2 2026
Park West Asset Management LLC1386928$1.5B46Q2 2026
Partners Group Holding AG1534259$1.5B52Q2 2026
Rovida Investment Management Ltd2053064$1.5B20Q2 2026
Maple-Brown Abbott Ltd1681596$1.5B15last filed Q1 2025
Edgemoor Investment Advisors, Inc.1313792$1.5B188Q2 2026
MBL Wealth, LLC1845785$1.5B381Q2 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC1044936$1.5B42Q2 2026
Harvey Partners, LLC1406484$1.5B48Q2 2026
Arini Capital Management Ltd2056819$1.5B28Q2 2026
Human Investing LLC1767513$1.5B110Q2 2026
CapWealth Advisors, LLC1531809$1.5B118Q2 2026
FORA Capital, LLC1742435$1.5B345Q2 2026
Penobscot Investment Management Company, Inc.1394866$1.5B315Q2 2026
CHAI TRUST CO LLC1250731$1.5B12Q2 2026
Verity & Verity, LLC1542108$1.5B138Q2 2026
SHP Wealth Management1807060$1.5B1,981Q2 2026
Danmarks Nationalbank2110543$1.5B1Q2 2026

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