DaveManuel.com · Institutional Ownership · 13F Holdings
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 10 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Penn Capital Management Company, LLC | 1158202 | $1.6B | 185 | last filed Q2 2026 |
| BANK PICTET & CIE (ASIA) LTD | 1599469 | $1.6B | 96 | last filed Q2 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1620943 | $1.6B | 289 | last filed Q2 2026 |
| Great Hill Capital LLC | 2096165 | $1.6B | 30 | Q3 2026 |
| Stonebridge Capital Advisors LLC | 1600035 | $1.6B | 215 | last filed Q2 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | 1164478 | $1.6B | 228 | Q3 2026 |
| Dorsey Asset Management, LLC | 1671657 | $1.6B | 11 | last filed Q2 2026 |
| Main Street Financial Solutions, LLC | 1763350 | $1.6B | 595 | last filed Q2 2026 |
| Heitman Real Estate Securities LLC | 1080117 | $1.6B | 57 | last filed Q2 2026 |
| RVW Wealth, LLC | 1756543 | $1.6B | 185 | Q3 2026 |
| HoldCo Asset Management, LP | 1724246 | $1.6B | 29 | last filed Q2 2026 |
| PHILADELPHIA TRUST CO | 1110806 | $1.6B | 269 | last filed Q2 2026 |
| Hardy Reed LLC | 1761871 | $1.6B | 252 | last filed Q2 2026 |
| Fullerton Fund Management Co Ltd. | 1592746 | $1.6B | 119 | last filed Q2 2026 |
| Shay Capital LLC | 1723643 | $1.6B | 421 | last filed Q2 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 1274419 | $1.6B | 246 | last filed Q2 2026 |
| Parvus Asset Management Jersey Ltd | 2061470 | $1.6B | 1 | last filed Q2 2026 |
| EARNED WEALTH ADVISORS, LLC | 1905663 | $1.6B | 310 | last filed Q2 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | $1.5B | 777 | last filed Q2 2026 |
| VICUS CAPITAL | 1544806 | $1.5B | 268 | last filed Q2 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | 1977759 | $1.5B | 424 | Q3 2026 |
| COZAD ASSET MANAGEMENT INC | 709428 | $1.5B | 453 | last filed Q2 2026 |
| Bouchey Financial Group, Ltd. | 1599054 | $1.5B | 191 | last filed Q2 2026 |
| Cumberland Partners Ltd | 1578985 | $1.5B | 153 | last filed Q2 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | $1.5B | 625 | last filed Q2 2026 |
| CFS Investment Advisory Services, LLC | 1845688 | $1.5B | 361 | Q3 2026 |
| SMITH, MOORE & CO. | 200724 | $1.5B | 586 | last filed Q2 2026 |
| Flagship Pioneering, LLC | 1400240 | $1.5B | 5 | last filed Q2 2026 |
| Stony Point Capital LLC | 1776023 | $1.5B | 30 | last filed Q2 2026 |
| AdvicePeriod, LLC | 1634228 | $1.5B | 85 | last filed Q2 2021 |
| WEALTHSOURCE PARTNERS, LLC | 1674623 | $1.5B | 500 | last filed Q4 2023 |
| Segantii Capital Management Ltd | 1544676 | $1.5B | 93 | last filed Q1 2024 |
| NIXON PEABODY TRUST CO | 1626757 | $1.5B | 191 | Q3 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | 1161722 | $1.5B | 1,191 | last filed Q2 2026 |
| FARR MILLER & WASHINGTON LLC/DC | 1034184 | $1.5B | 187 | last filed Q3 2021 |
| Moss Adams Wealth Advisors LLC | 1661245 | $1.5B | 330 | Q3 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | 1964544 | $1.5B | 115 | Q3 2026 |
| Gemmer Asset Management LLC | 1607825 | $1.5B | 189 | Q3 2026 |
| Callodine Capital Management, LP | 1741675 | $1.5B | 62 | last filed Q2 2026 |
| ZEKE CAPITAL ADVISORS, LLC | 1469528 | $1.5B | 476 | last filed Q4 2022 |
| Alaska Permanent Capital Management, LLC | 1426771 | $1.5B | 41 | last filed Q2 2026 |
| M.D. Sass, LLC | 922940 | $1.5B | 38 | last filed Q2 2026 |
| Smith Group Asset Management, LLC | 1893134 | $1.5B | 143 | Q3 2026 |
| Adero Partners, LLC | 1800593 | $1.5B | 259 | last filed Q1 2025 |
| Point72 (DIFC) Ltd | 2017863 | $1.5B | 1,003 | last filed Q3 2025 |
| Kontiki Capital Management (HK) Ltd. | 1713390 | $1.5B | 7 | last filed Q2 2026 |
| Mill Capital Management, LLC | 1901166 | $1.5B | 128 | Q3 2026 |
| Axxion S.A. | 2030181 | $1.5B | 567 | Q3 2026 |
| MANGROVE PARTNERS IM, LLC | 1535392 | $1.5B | 426 | last filed Q2 2026 |
| Geller Advisors LLC | 1354739 | $1.5B | 253 | last filed Q4 2024 |
| HPS Investment Partners, LLC | 1670185 | $1.5B | 2 | last filed Q2 2025 |
| Atika Capital Management LLC | 1599731 | $1.5B | 75 | last filed Q2 2026 |
| Adelante Capital Management LLC | 1067926 | $1.5B | 42 | last filed Q2 2026 |
| NEXT Financial Group, Inc | 1616654 | $1.5B | 2,844 | last filed Q4 2021 |
| MARCO INVESTMENT MANAGEMENT LLC | 1080493 | $1.5B | 245 | last filed Q2 2026 |
| CORDA Investment Management, LLC. | 1545812 | $1.5B | 78 | Q3 2026 |
| ALGEBRIS (UK) LTD | 1700286 | $1.5B | 73 | last filed Q2 2026 |
| Wellspring Financial Advisors, LLC | 1811308 | $1.5B | 288 | last filed Q2 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | $1.5B | 234 | Q3 2026 |
| Styrax Capital, LP | 1904897 | $1.5B | 18 | last filed Q2 2026 |
| Willow Creek Wealth Management Inc. | 1632407 | $1.5B | 205 | Q3 2026 |
| DLD Asset Management, LP | 1578299 | $1.5B | 436 | last filed Q2 2026 |
| Parkside Financial Bank & Trust | 1455267 | $1.5B | 3,069 | Q3 2026 |
| Fairmount Funds Management LLC | 1802528 | $1.5B | 12 | last filed Q2 2026 |
| Arete Wealth Advisors, LLC | 1600151 | $1.5B | 334 | last filed Q2 2026 |
| Hodges Capital Management Inc. | 1337263 | $1.5B | 223 | last filed Q2 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1033974 | $1.5B | 160 | Q3 2026 |
| RUSH ISLAND MANAGEMENT, LP | 1736465 | $1.5B | 22 | last filed Q2 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | 881432 | $1.5B | 318 | last filed Q4 2025 |
| Tensor Edge Capital, LLC | 2096531 | $1.5B | 18 | last filed Q2 2026 |
| Hikari Tsushin, Inc. | 1423673 | $1.5B | 76 | last filed Q2 2026 |
| Perennial Investment Advisors, LLC | 1801523 | $1.5B | 561 | last filed Q2 2026 |
| Fusion Family Wealth, LLC | 1696209 | $1.5B | 50 | last filed Q2 2026 |
| BANK HAPOALIM BM | 902528 | $1.5B | 117 | last filed Q2 2026 |
| First Heartland Consultants, Inc. | 1428793 | $1.5B | 592 | Q3 2026 |
| Emerald Investment Advisers, LLC | 2127823 | $1.5B | 268 | last filed Q2 2026 |
| Herr Investment Group LLC | 1922235 | $1.5B | 69 | last filed Q2 2024 |
| Advisor OS, LLC | 1767580 | $1.5B | 586 | last filed Q2 2026 |
| Verity & Verity, LLC | 1542108 | $1.5B | 139 | Q3 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1469877 | $1.5B | 69 | last filed Q2 2026 |
| Magnus Financial Group LLC | 1765216 | $1.5B | 413 | Q3 2026 |
| Ethos Financial Group, LLC | 1954242 | $1.5B | 648 | last filed Q2 2026 |
| Johns Hopkins University | 1764756 | $1.5B | 18 | last filed Q2 2026 |
| N.E.W. Advisory Services LLC | 1803456 | $1.5B | 980 | last filed Q2 2026 |
| SWF LLC | 2065728 | $1.5B | 14 | last filed Q2 2026 |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 746504 | $1.5B | 906 | last filed Q3 2021 |
| Tandem Investment Advisors, Inc. | 1694284 | $1.5B | 68 | last filed Q2 2026 |
| ProVise Management Group, LLC | 1305707 | $1.5B | 282 | last filed Q2 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1965241 | $1.5B | 431 | last filed Q2 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | 1354821 | $1.5B | 258 | last filed Q2 2026 |
| Aristotle Capital Boston, LLC | 1633911 | $1.5B | 119 | last filed Q2 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 1056831 | $1.5B | 13 | last filed Q2 2026 |
| Redmile Group, LLC | 1425738 | $1.5B | 39 | last filed Q2 2026 |
| Main Management LLC | 1583092 | $1.5B | 95 | last filed Q2 2026 |
| WBH ADVISORY INC | 1259671 | $1.5B | 363 | last filed Q2 2026 |
| MARK ASSET MANAGEMENT LP | 860176 | $1.5B | 36 | last filed Q2 2026 |
| NICOLET ADVISORY SERVICES, LLC | 1775863 | $1.5B | 421 | last filed Q4 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | $1.5B | 814 | last filed Q2 2026 |
| AMERICAN EXPRESS CO | 4962 | $1.5B | 1 | last filed Q2 2026 |
| Hackensack Meridian Health, Inc. | 1851813 | $1.5B | 7 | last filed Q2 2026 |
| Greenspring Associates, LLC | 1796458 | $1.5B | 13 | last filed Q2 2021 |
| Symmetry Investments LP | 1691919 | $1.5B | 122 | last filed Q2 2026 |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | $1.5B | 1,445 | Q3 2026 |
| NEVILLE RODIE & SHAW INC | 71210 | $1.5B | 239 | Q3 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1332811 | $1.5B | 339 | last filed Q2 2026 |
| Private Wealth Partners, LLC | 1335851 | $1.5B | 176 | Q3 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | $1.5B | 1,428 | Q3 2026 |
| Hilton Capital Management, LLC | 1541211 | $1.5B | 135 | last filed Q2 2026 |
| Oriental Harbor Investment Master Fund | 2046333 | $1.5B | 13 | Q3 2026 |
| Park West Asset Management LLC | 1386928 | $1.5B | 46 | last filed Q2 2026 |
| LANARK FINANCIAL, INC. | 791540 | $1.5B | 2,480 | Q3 2026 |
| Partners Group Holding AG | 1534259 | $1.5B | 52 | last filed Q2 2026 |
| Rovida Investment Management Ltd | 2053064 | $1.5B | 20 | last filed Q2 2026 |
| Maple-Brown Abbott Ltd | 1681596 | $1.5B | 15 | last filed Q1 2025 |
| NBT BANK, N.A. | 898413 | $1.5B | 571 | Q3 2026 |
| Edgemoor Investment Advisors, Inc. | 1313792 | $1.5B | 188 | last filed Q2 2026 |
| UNICOM Systems, Inc. | 1996154 | $1.5B | 39 | Q3 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1044936 | $1.5B | 42 | last filed Q2 2026 |
| PKO Investment Management Joint-Stock Co | 2059321 | $1.5B | 229 | Q3 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 2023380 | $1.5B | 227 | Q3 2026 |
| Harvey Partners, LLC | 1406484 | $1.5B | 48 | last filed Q2 2026 |
| Arini Capital Management Ltd | 2056819 | $1.5B | 28 | last filed Q2 2026 |
| United Asset Strategies, Inc. | 1539948 | $1.5B | 267 | Q3 2026 |
| Amplius Wealth Advisors, LLC | 1900584 | $1.5B | 224 | Q3 2026 |
| FORA Capital, LLC | 1742435 | $1.5B | 345 | last filed Q2 2026 |
| CHAI TRUST CO LLC | 1250731 | $1.5B | 12 | last filed Q2 2026 |
| SHP Wealth Management | 1807060 | $1.5B | 1,981 | last filed Q2 2026 |
| Danmarks Nationalbank | 2110543 | $1.5B | 1 | last filed Q2 2026 |
| Baring Fintech Manager Holding Ltd | 2053290 | $1.5B | 1 | last filed Q2 2026 |
| Narwhal Capital Management | 1461287 | $1.4B | 155 | last filed Q2 2026 |
| Nilsine Partners, LLC | 1913043 | $1.4B | 429 | last filed Q2 2026 |
| WEITZ INVESTMENT MANAGEMENT, INC. | 883965 | $1.4B | 50 | last filed Q2 2026 |
| STG SECURITIES, LLC | 1934396 | $1.4B | 290 | last filed Q2 2026 |
| PENSIOENFONDS RAIL & OV | 1218761 | $1.4B | 40 | last filed Q1 2025 |
| Value Partners Investments Inc. | 1800916 | $1.4B | 103 | Q3 2026 |
| Summit Financial Strategies, Inc. | 1625246 | $1.4B | 164 | Q3 2026 |
| Fort Point Capital Partners LLC | 1589282 | $1.4B | 247 | last filed Q2 2026 |
| One Day In July LLC | 1823172 | $1.4B | 167 | last filed Q2 2026 |
| Inspire Advisors, LLC | 1810558 | $1.4B | 725 | last filed Q2 2026 |
| Penobscot Investment Management Company, Inc. | 1394866 | $1.4B | 322 | Q3 2026 |
| Colonial Trust Advisors | 1567993 | $1.4B | 807 | last filed Q2 2026 |
| Bristol Gate Capital Partners Inc. | 1650142 | $1.4B | 33 | last filed Q2 2026 |
| Clean Energy Transition LLP | 1911523 | $1.4B | 14 | last filed Q2 2026 |
| SOMA EQUITY PARTNERS LP | 1680964 | $1.4B | 24 | last filed Q2 2026 |
| Hemenway Trust Co LLC | 1494234 | $1.4B | 135 | last filed Q2 2026 |
| Washington Trust Bank | 861787 | $1.4B | 206 | last filed Q2 2026 |
| V3 Holding Ltd | 1887845 | $1.4B | 1 | last filed Q2 2026 |
| Retirement Investment Advisors, Inc. | 1957886 | $1.4B | 66 | Q3 2026 |
| WIPFLI FINANCIAL ADVISORS LLC, | 1830600 | $1.4B | 2,545 | last filed Q3 2022 |
| Unison Advisors LLC | 1695818 | $1.4B | 171 | Q3 2026 |
| ADVISOR PARTNERS LLC | 1456114 | $1.4B | 835 | last filed Q2 2022 |
| BINGHAM OSBORN & SCARBOROUGH LLC | 1276673 | $1.4B | 157 | last filed Q3 2021 |
| AWM CAPITAL, LLC | 1806820 | $1.4B | 127 | Q3 2026 |
| TOMPKINS FINANCIAL CORP | 1005817 | $1.4B | 558 | Q3 2026 |
| HAP Trading, LLC | 1049854 | $1.4B | 509 | last filed Q3 2025 |
| WEATHERLY ASSET MANAGEMENT L. P. | 934745 | $1.4B | 188 | Q3 2026 |
| Pale Fire Capital SE | 1922318 | $1.4B | 72 | last filed Q2 2026 |
| Main Management Fund Advisors LLC | 1862787 | $1.4B | 8 | last filed Q2 2026 |
| Sonora Investment Management Group, LLC | 1907552 | $1.4B | 304 | last filed Q3 2025 |
| First Long Island Investors, LLC | 1490429 | $1.4B | 73 | last filed Q2 2026 |
| MidFirst Bank | 2077076 | $1.4B | 943 | last filed Q2 2026 |
| Rizvi Traverse Management, LLC | 1569633 | $1.4B | 3 | last filed Q2 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | 1388409 | $1.4B | 210 | last filed Q2 2026 |
| Efficient Advisors, LLC | 1542164 | $1.4B | 58 | last filed Q1 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | 1732008 | $1.4B | 18 | last filed Q2 2026 |
| Capitolis Advisors LLC | 1858879 | $1.4B | 66 | last filed Q3 2022 |
| Van Hulzen Asset Management, LLC | 1600145 | $1.4B | 387 | last filed Q2 2026 |
| STEELHEAD PARTNERS LLC | 1133521 | $1.4B | 25 | last filed Q2 2026 |
| Impactive Capital LP | 1786767 | $1.4B | 8 | last filed Q2 2026 |
| 140 Summer Partners LP | 1820788 | $1.4B | 21 | last filed Q2 2026 |
| Washington Trust Advisors, Inc. | 1900099 | $1.4B | 700 | Q3 2026 |
| Arnhold LLC | 1733755 | $1.4B | 113 | Q3 2026 |
| Parkwood LLC | 1597823 | $1.4B | 72 | last filed Q2 2026 |
| 400 Capital Management LLC | 1909739 | $1.4B | 3 | last filed Q3 2025 |
| MADRONE ADVISORS, LLC | 1964563 | $1.4B | 6 | last filed Q2 2026 |
| XML Financial, LLC | 1800465 | $1.4B | 463 | Q3 2026 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1426327 | $1.4B | 30 | last filed Q2 2026 |
| ROOSEVELT INVESTMENT GROUP LLC | 1020617 | $1.4B | 288 | last filed Q3 2022 |
| Talbot Financial, LLC | 1966180 | $1.4B | 67 | Q3 2026 |
| Altium Wealth Management LLC | 1739594 | $1.4B | 374 | last filed Q2 2022 |
| COWEN INC. | 1466538 | $1.4B | 366 | last filed Q2 2019 |
| KWMG, LLC | 1633024 | $1.4B | 155 | Q3 2026 |
| AltraVue Capital, LLC | 1740837 | $1.4B | 26 | last filed Q2 2026 |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1315339 | $1.4B | 205 | Q3 2026 |
| Telemark Asset Management, LLC | 1420816 | $1.4B | 57 | last filed Q2 2026 |
| Rakuten Group, Inc. | 1294591 | $1.4B | 5 | last filed Q2 2026 |
| Dundas Partners LLP | 1742418 | $1.4B | 31 | last filed Q2 2026 |
| Teewinot Capital Advisers, L.L.C. | 1574886 | $1.4B | 31 | last filed Q2 2026 |
| Scion Asset Management, LLC | 1649339 | $1.4B | 8 | last filed Q3 2025 |
| Bank of Finland | 1844891 | $1.4B | 4 | Q3 2026 |
| Crewe Advisors LLC | 1730033 | $1.4B | 1,135 | last filed Q2 2026 |
| Diversified Portfolios, Inc. | 1634212 | $1.4B | 201 | last filed Q2 2026 |
| Advyzon Investment Management, LLC | 2011872 | $1.4B | 754 | last filed Q2 2026 |
| Frontier Wealth Management LLC | 1548179 | $1.4B | 391 | last filed Q2 2022 |
| ARS Wealth Advisors Group, LLC | 1886707 | $1.4B | 218 | Q3 2026 |
| DT Investment Partners, LLC | 1537621 | $1.4B | 508 | Q3 2026 |
| O'Connor Alternative Investments LLC | 2081629 | $1.4B | 156 | last filed Q2 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | $1.4B | 1,184 | last filed Q2 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | 1577001 | $1.4B | 179 | last filed Q2 2026 |
| AE INDUSTRIAL PARTNERS, LP | 1880785 | $1.4B | 4 | last filed Q2 2026 |
| Litman Gregory Wealth Management LLC | 1551867 | $1.4B | 356 | last filed Q4 2025 |
| Fort Baker Capital Management LP | 1688382 | $1.4B | 116 | last filed Q2 2026 |
| FERNBRIDGE CAPITAL MANAGEMENT LP | 1827734 | $1.4B | 16 | last filed Q2 2026 |
| 6 Meridian | 1730551 | $1.4B | 411 | last filed Q4 2021 |
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 1569606 | $1.4B | 21 | last filed Q4 2024 |
| K2 PRINCIPAL FUND, L.P. | 1461790 | $1.4B | 462 | last filed Q2 2026 |
| Clearwater Capital Advisors, LLC | 1690531 | $1.4B | 189 | last filed Q2 2026 |
| Paloma Partners Management Co | 1103882 | $1.4B | 25 | last filed Q2 2026 |
| Baystate Wealth Management LLC | 1546408 | $1.4B | 1,321 | last filed Q4 2023 |
| Clark Asset Management, LLC | 2062026 | $1.4B | 299 | Q3 2026 |
| QV Investors Inc. | 1570253 | $1.4B | 71 | Q3 2026 |
| Bpifrance SA | 1731118 | $1.4B | 2 | last filed Q2 2026 |
| North of South Capital LLP | 2033334 | $1.4B | 28 | last filed Q2 2026 |
| Passaic Partners LLC | 1905809 | $1.4B | 18 | last filed Q2 2026 |
| Kimelman & Baird, LLC | 1318103 | $1.4B | 261 | last filed Q2 2026 |
| Richard C. Young & CO., LTD. | 1387304 | $1.4B | 101 | last filed Q2 2026 |
| Stonebridge Financial Group, LLC | 2009367 | $1.4B | 275 | Q3 2026 |
| Hel Ved Capital Management Ltd | 1840129 | $1.4B | 68 | last filed Q2 2026 |
| INTRUST BANK NA | 1034771 | $1.4B | 416 | last filed Q2 2026 |
| CROSSLINK CAPITAL INC | 1104329 | $1.4B | 22 | last filed Q2 2026 |
| RWWM, INC. | 1507683 | $1.4B | 40 | last filed Q2 2026 |
| Callan Capital, LLC | 1542166 | $1.4B | 366 | last filed Q1 2025 |
| NewSquare Capital LLC | 1546989 | $1.4B | 227 | last filed Q2 2026 |
| True North Advisors, LLC | 1634556 | $1.4B | 302 | Q3 2026 |
| Optimus Prime Fund Management Co., Ltd. | 1732539 | $1.4B | 26 | last filed Q2 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1127612 | $1.4B | 144 | last filed Q2 2026 |
| McIlrath & Eck, LLC | 1701714 | $1.3B | 1,645 | last filed Q1 2026 |
| Sagefield Capital LP | 1771179 | $1.3B | 107 | last filed Q2 2026 |
| Convergence Investment Partners, LLC | 1456133 | $1.3B | 232 | Q3 2026 |
| REILLY FINANCIAL ADVISORS, LLC | 1363561 | $1.3B | 1,113 | last filed Q4 2021 |
| Limestone Investment Advisors LP | 2075597 | $1.3B | 274 | last filed Q2 2026 |
| Austin Private Wealth, LLC | 1800328 | $1.3B | 265 | last filed Q4 2025 |
| Mayfield XIV Management (UGP), Ltd. | 1648252 | $1.3B | 1 | last filed Q1 2022 |
| Ashler Capital LLC | 1734830 | $1.3B | 28 | last filed Q4 2018 |
| Applied Finance Capital Management, LLC | 1966007 | $1.3B | 218 | last filed Q2 2026 |
| Sovran Advisors, LLC | 2051471 | $1.3B | 615 | last filed Q2 2026 |
| Tortoise Investment Management, LLC | 1599511 | $1.3B | 252 | last filed Q2 2026 |
| Central Securities Corp | 18748 | $1.3B | 29 | last filed Q2 2026 |
| BloombergSen Inc. | 1484047 | $1.3B | 29 | last filed Q2 2026 |
| JANA PARTNERS LLC | 1159159 | $1.3B | 9 | last filed Q2 2023 |
| EDGAR LOMAX CO/VA | 1013538 | $1.3B | 58 | last filed Q2 2026 |
| Vigilant Capital Management, LLC | 1425845 | $1.3B | 454 | last filed Q2 2023 |
| Corient Capital Partners, LLC | 1688519 | $1.3B | 672 | last filed Q3 2022 |
| TRUST POINT INC. | 1635633 | $1.3B | 513 | Q3 2026 |
| Greenbrier Partners Capital Management, LLC | 1532262 | $1.3B | 11 | last filed Q2 2026 |
| CONDOR CAPITAL MANAGEMENT | 1082491 | $1.3B | 173 | last filed Q2 2026 |
| Graticule Asia Macro Advisors LLC | 1619390 | $1.3B | 208 | last filed Q2 2026 |
| Ovata Capital Management Ltd | 1724517 | $1.3B | 43 | last filed Q2 2026 |
| Arlington Trust Co LLC | 1997685 | $1.3B | 969 | Q3 2026 |
| GERMAN AMERICAN BANCORP, INC. | 714395 | $1.3B | 156 | last filed Q2 2026 |