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 11 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| GYL Financial Synergies, LLC | 1767715 | $1.3B | 361 | last filed Q3 2024 |
| Anchor Investment Management, LLC | 1634149 | $1.3B | 1,207 | last filed Q2 2026 |
| Galvin, Gaustad & Stein, LLC | 1840945 | $1.3B | 256 | Q3 2026 |
| FORBES J M & CO LLP | 1067532 | $1.3B | 157 | Q3 2026 |
| Baader Bank Aktiengesellschaft | 1542629 | $1.3B | 391 | last filed Q2 2026 |
| NORDEN GROUP LLC | 1990699 | $1.3B | 673 | Q3 2026 |
| Boxer Capital Management, LLC | 2018299 | $1.3B | 63 | last filed Q2 2026 |
| Fiduciary Alliance LLC | 1954805 | $1.3B | 503 | Q3 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 874791 | $1.3B | 99 | Q3 2026 |
| Callahan Advisors, LLC | 1395055 | $1.3B | 181 | last filed Q2 2026 |
| GAMBLE JONES INVESTMENT COUNSEL | 1083340 | $1.3B | 202 | last filed Q4 2022 |
| Clear Creek Financial Management, LLC | 1784235 | $1.3B | 617 | Q3 2026 |
| CapWealth Advisors, LLC | 1531809 | $1.3B | 122 | Q3 2026 |
| MEANS INVESTMENT CO., INC. | 701516 | $1.3B | 198 | last filed Q2 2026 |
| J. L. Bainbridge & Co., Inc. | 1742315 | $1.3B | 110 | Q3 2026 |
| InterOcean Capital, LLC | 1537703 | $1.3B | 182 | last filed Q2 2020 |
| CULLINAN ASSOCIATES INC | 1161670 | $1.3B | 204 | last filed Q2 2026 |
| HOYLECOHEN, LLC | 1559077 | $1.3B | 275 | last filed Q2 2024 |
| CADIAN CAPITAL MANAGEMENT, LP | 1423686 | $1.3B | 28 | last filed Q2 2026 |
| JNBA Financial Advisors | 1569118 | $1.3B | 830 | last filed Q2 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1764694 | $1.3B | 243 | Q3 2026 |
| WINDWARD CAPITAL MANAGEMENT CO /CA | 1078635 | $1.3B | 73 | last filed Q2 2026 |
| Tweedy, Browne Co LLC | 732905 | $1.3B | 91 | last filed Q2 2026 |
| SQ Advisors, LLC | 1534380 | $1.3B | 10 | last filed Q1 2019 |
| Leith Wheeler Investment Counsel Ltd. | 1353651 | $1.3B | 85 | last filed Q2 2026 |
| Insight Holdings Group, LLC | 1305473 | $1.3B | 30 | last filed Q2 2026 |
| Radcliffe Capital Management, L.P. | 1218275 | $1.3B | 450 | last filed Q2 2026 |
| Rossmore Private Capital | 1733082 | $1.3B | 346 | Q3 2026 |
| Polaris Wealth Advisory Group, LLC | 1582968 | $1.3B | 169 | last filed Q3 2023 |
| SYM FINANCIAL Corp | 764739 | $1.3B | 523 | Q3 2026 |
| Bangor Savings Bank | 1352675 | $1.3B | 543 | Q3 2026 |
| Sone Capital Management, LLC | 2026215 | $1.3B | 108 | last filed Q2 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1536430 | $1.3B | 231 | Q3 2026 |
| ADVANCED MICRO DEVICES INC | 2488 | $1.3B | 6 | last filed Q2 2026 |
| Ninepoint Partners LP | 1715635 | $1.3B | 165 | last filed Q2 2026 |
| Parker Investment Management, LLC | 1672070 | $1.3B | 43 | last filed Q2 2026 |
| Journey Advisory Group, LLC | 1840085 | $1.3B | 282 | last filed Q2 2026 |
| ANDERSON HOAGLAND & CO | 791191 | $1.3B | 135 | Q3 2026 |
| Flat Footed LLC | 1799456 | $1.3B | 42 | last filed Q2 2026 |
| Bramshill Investments, LLC | 1619899 | $1.3B | 157 | last filed Q2 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1350660 | $1.3B | 282 | Q3 2026 |
| SlateStone Wealth, LLC | 1764049 | $1.3B | 296 | last filed Q2 2026 |
| GAM Holding AG | 1438848 | $1.3B | 273 | last filed Q2 2026 |
| SORA INVESTORS LLC | 1894532 | $1.3B | 76 | last filed Q2 2026 |
| TCM Advisors, LLC | 1911491 | $1.3B | 64 | last filed Q2 2026 |
| Syntegra Private Wealth Group, LLC | 1964298 | $1.3B | 205 | Q3 2026 |
| Mesirow Institutional Investment Management, Inc. | 1947591 | $1.3B | 131 | last filed Q4 2024 |
| Koss-Olinger Consulting, LLC | 1861163 | $1.3B | 172 | last filed Q2 2026 |
| American Trust | 1905128 | $1.3B | 334 | last filed Q2 2026 |
| FourThought Financial Partners, LLC | 1956790 | $1.3B | 393 | last filed Q2 2026 |
| KRYGER CAPITAL Ltd | 1911807 | $1.3B | 50 | last filed Q4 2025 |
| TCV Trust & Wealth Management, Inc. | 1135439 | $1.3B | 220 | Q3 2026 |
| Natixis Investment Managers International | 1166767 | $1.3B | 220 | last filed Q4 2024 |
| CCM INVESTMENT ADVISERS LLC | 931097 | $1.3B | 88 | last filed Q2 2026 |
| CGN Advisors LLC | 1841506 | $1.3B | 297 | Q3 2026 |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1089911 | $1.3B | 308 | last filed Q1 2021 |
| Wescott Financial Advisory Group, LLC | 1864880 | $1.3B | 200 | last filed Q2 2026 |
| Charter Oak Capital Management, LLC | 1810720 | $1.3B | 208 | last filed Q1 2026 |
| State of Wyoming | 1821626 | $1.3B | 1,691 | Q3 2026 |
| CARDIFF PARK ADVISORS, LLC | 1910000 | $1.3B | 347 | last filed Q2 2026 |
| Hilltop Holdings Inc. | 1265131 | $1.3B | 672 | last filed Q2 2026 |
| Sadoff Investment Management LLC | 1021008 | $1.3B | 86 | last filed Q3 2022 |
| ANGLEPOINT ASSET MANAGEMENT, LTD. | 1760403 | $1.3B | 30 | last filed Q1 2021 |
| DFPG INVESTMENTS, LLC | 1504665 | $1.3B | 621 | last filed Q4 2023 |
| Stack Financial Management, Inc | 1308685 | $1.3B | 54 | last filed Q2 2026 |
| First Business Financial Services, Inc. | 1521951 | $1.3B | 207 | Q3 2026 |
| SPC Financial, Inc. | 1415201 | $1.3B | 278 | last filed Q3 2025 |
| MCDANIEL TERRY & CO | 1104366 | $1.3B | 81 | last filed Q2 2026 |
| Ursa Fund Management, LLC | 1693838 | $1.3B | 26 | last filed Q2 2026 |
| PAYDEN & RYGEL | 919219 | $1.3B | 129 | Q3 2026 |
| Executive Wealth Management, LLC | 1542611 | $1.3B | 255 | last filed Q4 2024 |
| IBEX WEALTH ADVISORS | 1686242 | $1.3B | 209 | last filed Q2 2026 |
| Fiduciary Group, LLC | 1645890 | $1.3B | 305 | last filed Q2 2026 |
| PRIVATE TRUST CO NA | 1277557 | $1.3B | 2,780 | Q3 2026 |
| Ledyard National Bank | 1310658 | $1.3B | 247 | Q3 2026 |
| KLCM Advisors, Inc. | 1166620 | $1.3B | 283 | last filed Q2 2026 |
| Country Club Trust Company, n.a. | 1299582 | $1.3B | 288 | last filed Q4 2021 |
| Capricorn Fund Managers Ltd | 1901361 | $1.3B | 178 | last filed Q2 2026 |
| Alaska Permanent Fund Corp | 1582681 | $1.3B | 8 | Q3 2026 |
| Kintegral Advisory, LLC | 1569518 | $1.3B | 233 | Q3 2026 |
| Wealth Architects, LLC | 1611518 | $1.3B | 248 | last filed Q2 2026 |
| Heartwood Wealth Advisors LLC | 1794935 | $1.3B | 223 | Q3 2026 |
| HCR Wealth Advisors | 1697715 | $1.3B | 267 | Q3 2026 |
| O'Shares Investment Advisers, LLC | 1672775 | $1.3B | 285 | last filed Q1 2022 |
| Avestar Capital, LLC | 1704404 | $1.3B | 463 | Q3 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1903880 | $1.3B | 417 | last filed Q2 2026 |
| MMBG INVESTMENT ADVISORS CO. | 1765876 | $1.3B | 177 | last filed Q2 2026 |
| NAVELLIER & ASSOCIATES INC | 872163 | $1.3B | 322 | last filed Q2 2026 |
| RKL Wealth Management LLC | 1604723 | $1.3B | 194 | Q3 2026 |
| Wilkinson Global Asset Management LLC | 1764000 | $1.3B | 62 | last filed Q2 2026 |
| Linden Thomas Advisory Services, LLC | 1965702 | $1.3B | 552 | Q3 2026 |
| Monaco Asset Management SAM | 1803593 | $1.3B | 46 | last filed Q2 2026 |
| Conservest Capital Advisors, Inc. | 1705716 | $1.3B | 132 | last filed Q2 2026 |
| Grassi Investment Management | 1608531 | $1.3B | 128 | last filed Q2 2025 |
| Royal Fund Management, LLC | 1810099 | $1.3B | 264 | Q3 2026 |
| Cooper Financial Group | 1751581 | $1.3B | 447 | Q3 2026 |
| Northside Capital Management, LLC | 1631052 | $1.3B | 182 | Q3 2026 |
| Rothschild Wealth LLC | 1811345 | $1.3B | 656 | last filed Q2 2026 |
| Prime Capital Management Co Ltd | 1448793 | $1.3B | 7 | last filed Q2 2026 |
| Hartford Funds Management Co LLC | 1546587 | $1.3B | 98 | last filed Q2 2026 |
| FountainVest China Capital Partners GP3 Ltd. | 1795487 | $1.2B | 2 | last filed Q2 2026 |
| SP Asset Management LLC | 1962086 | $1.2B | 137 | last filed Q2 2026 |
| Allen Capital Group, LLC | 1601384 | $1.2B | 313 | Q3 2026 |
| JTC Employer Solutions Trustee Ltd | 1875645 | $1.2B | 313 | last filed Q2 2026 |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | $1.2B | 786 | Q3 2026 |
| WOODSTOCK CORP | 1008877 | $1.2B | 160 | Q3 2026 |
| Blueprint Investment Partners LLC | 1794467 | $1.2B | 169 | Q3 2026 |
| LRI Investments, LLC | 2023325 | $1.2B | 1,954 | last filed Q2 2026 |
| Baskin Financial Services Inc. | 1511098 | $1.2B | 58 | Q3 2026 |
| E20 Capital Ltd | 2127793 | $1.2B | 22 | last filed Q2 2026 |
| FISHMAN JAY A LTD/MI | 1006407 | $1.2B | 80 | Q3 2026 |
| Diameter Capital Partners LP | 1727012 | $1.2B | 33 | last filed Q2 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 1021249 | $1.2B | 15 | last filed Q2 2026 |
| First Nebraska Trust Co | 2134841 | $1.2B | 231 | last filed Q2 2026 |
| PAYDEN & RYGEL INVESTMENT GROUP | 885709 | $1.2B | 122 | last filed Q2 2024 |
| a16z Perennial Management, L.P. | 2009275 | $1.2B | 63 | last filed Q2 2026 |
| Caldwell Trust Co | 2080218 | $1.2B | 811 | last filed Q2 2026 |
| Continuum Advisory, LLC | 1846532 | $1.2B | 1,986 | last filed Q2 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | 2022908 | $1.2B | 332 | last filed Q2 2026 |
| Quent Long Short Global Small Cap Fund, LP | 1805114 | $1.2B | 298 | last filed Q4 2025 |
| Silicon Valley Capital Partners | 1673633 | $1.2B | 457 | last filed Q2 2026 |
| Rockbridge Investment Management, LCC | 1821984 | $1.2B | 146 | last filed Q2 2026 |
| Oxbow Advisors, LLC | 1564770 | $1.2B | 265 | last filed Q2 2026 |
| Sandhill Capital Partners LLC | 1556245 | $1.2B | 98 | last filed Q2 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | 1054646 | $1.2B | 203 | last filed Q2 2026 |
| CLOUGH CAPITAL PARTNERS L P | 1276144 | $1.2B | 101 | last filed Q2 2026 |
| Svennilson Peter | 1606074 | $1.2B | 7 | last filed Q3 2020 |
| ZAZOVE ASSOCIATES LLC | 1009012 | $1.2B | 151 | last filed Q2 2026 |
| West Virginia University Foundation, Inc | 2109379 | $1.2B | 6 | last filed Q2 2026 |
| TD Capital Management LLC | 1483824 | $1.2B | 797 | last filed Q2 2026 |
| Kirkoswald Asset Management LLC | 1795594 | $1.2B | 7 | last filed Q2 2026 |
| Numerai GP LLC | 1668527 | $1.2B | 710 | last filed Q2 2026 |
| Euro Pacific Asset Management, LLC | 1796651 | $1.2B | 108 | Q3 2026 |
| Spartan Wealth Advisory Services LLC | 2075193 | $1.2B | 320 | last filed Q2 2026 |
| Majedie Asset Management Ltd | 1599883 | $1.2B | 85 | last filed Q1 2022 |
| Sargent Bickham Lagudis LLC | 1613939 | $1.2B | 1,053 | last filed Q4 2022 |
| Financial Synergies Wealth Advisors, Inc. | 2017868 | $1.2B | 119 | Q3 2026 |
| ONCE CAPITAL MANAGEMENT, LLC | 1712892 | $1.2B | 24 | last filed Q2 2026 |
| MCDONALD CAPITAL INVESTORS INC/CA | 1033225 | $1.2B | 20 | Q3 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | 1776588 | $1.2B | 143 | last filed Q2 2026 |
| SAMSARA BIOCAPITAL, LLC | 1744967 | $1.2B | 24 | last filed Q2 2026 |
| Shepherd Financial Partners LLC | 1696628 | $1.2B | 256 | last filed Q2 2026 |
| THAMES CAPITAL MANAGEMENT LLC | 1714267 | $1.2B | 56 | last filed Q2 2026 |
| Ophir Asset Management Pty Ltd | 1844640 | $1.2B | 36 | last filed Q2 2026 |
| Curated Wealth Partners LLC | 1781284 | $1.2B | 567 | Q3 2026 |
| E-L Financial Corp Ltd | 1697865 | $1.2B | 1 | last filed Q2 2026 |
| Schechter Investment Advisors, LLC | 1951586 | $1.2B | 634 | last filed Q1 2025 |
| MATRIX ASSET ADVISORS INC/NY | 1016287 | $1.2B | 100 | Q3 2026 |
| GODSEY & GIBB, INC | 887402 | $1.2B | 611 | Q3 2026 |
| Petersen Hastings Wealth Advisors Inc. | 2109614 | $1.2B | 87 | Q3 2026 |
| TELEMUS CAPITAL, LLC | 1590491 | $1.2B | 326 | last filed Q4 2023 |
| SG Capital Management LLC | 1510099 | $1.2B | 76 | last filed Q2 2026 |
| Nemes Rush Group LLC | 1982273 | $1.2B | 946 | last filed Q2 2026 |
| Coppell Advisory Solutions LLC | 1848433 | $1.2B | 553 | last filed Q2 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | $1.2B | 502 | Q3 2026 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 1856155 | $1.2B | 54 | last filed Q2 2026 |
| Owl Creek Asset Management, L.P. | 1313756 | $1.2B | 33 | last filed Q2 2026 |
| Relyea Zuckerberg Hanson LLC | 1793691 | $1.2B | 296 | Q3 2026 |
| RDST Capital LLC | 1912187 | $1.2B | 18 | last filed Q2 2026 |
| Meteora Capital, LLC | 1905106 | $1.2B | 443 | last filed Q2 2026 |
| Legato Capital Management LLC | 1442641 | $1.2B | 678 | last filed Q2 2026 |
| BANK OF NOVA SCOTIA TRUST CO | 1335382 | $1.2B | 173 | last filed Q2 2026 |
| Formuepleje A/S | 1801212 | $1.2B | 130 | Q3 2026 |
| Salomon & Ludwin, LLC | 1766156 | $1.2B | 1,712 | Q3 2026 |
| TritonPoint Partners, LLC | 2111167 | $1.2B | 351 | last filed Q2 2026 |
| Cornerstone Advisory, LLC | 1668189 | $1.2B | 273 | last filed Q2 2026 |
| Tanglewood Wealth Management, Inc. | 1454308 | $1.2B | 48 | Q3 2026 |
| COMERICA SECURITIES,INC. | 781875 | $1.2B | 448 | last filed Q3 2023 |
| Ayalon Insurance Comp Ltd. | 1642216 | $1.2B | 70 | Q3 2026 |
| Quarry LP | 1965207 | $1.2B | 2,367 | last filed Q2 2026 |
| Certified Advisory Corp | 1731732 | $1.2B | 327 | Q3 2026 |
| AMICA MUTUAL INSURANCE CO | 857508 | $1.2B | 142 | last filed Q2 2026 |
| Consolidated Portfolio Review Corp | 1972835 | $1.2B | 34 | last filed Q2 2026 |
| Tanager Wealth Management LLP | 1892929 | $1.2B | 182 | Q3 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | 1053054 | $1.2B | 158 | Q3 2026 |
| Maryland Capital Management | 1356643 | $1.2B | 219 | last filed Q3 2022 |
| Heritage Financial Services, LLC | 1752035 | $1.2B | 126 | last filed Q4 2025 |
| Blue Grotto Capital, LLC | 1764725 | $1.2B | 29 | last filed Q2 2026 |
| Governors Lane LP | 1644187 | $1.2B | 194 | last filed Q2 2026 |
| HSG Holding Ltd | 1470766 | $1.2B | 20 | last filed Q2 2026 |
| Bristlecone Advisors, LLC | 1671716 | $1.2B | 233 | last filed Q3 2025 |
| Wolf Hill Capital Management, LP | 1785988 | $1.2B | 27 | last filed Q2 2026 |
| Nadler Financial Group, Inc. | 1541787 | $1.2B | 147 | Q3 2026 |
| Bison Wealth, LLC | 1845251 | $1.2B | 498 | Q3 2026 |
| WEALTH ALLIANCE, LLC | 1793904 | $1.2B | 573 | last filed Q2 2026 |
| BIGLARI CAPITAL CORP. | 1334429 | $1.2B | 12 | last filed Q2 2026 |
| Khrom Capital Management LLC | 1877963 | $1.2B | 15 | last filed Q2 2026 |
| Pictet North America Advisors SA | 1599576 | $1.2B | 189 | Q3 2026 |
| Ashfield Capital Partners, LLC | 1398103 | $1.2B | 228 | last filed Q3 2022 |
| ALTA CAPITAL MANAGEMENT LLC/ | 1093589 | $1.2B | 215 | Q3 2026 |
| Townsend & Associates, Inc | 1729359 | $1.2B | 111 | Q3 2026 |
| Compass Ion Advisors, LLC | 1621100 | $1.2B | 306 | Q3 2026 |
| LVW Advisors, LLC | 1576053 | $1.2B | 459 | Q3 2026 |
| Bluefin Trading, LLC | 1532351 | $1.2B | 243 | last filed Q2 2020 |
| Banco BTG Pactual S.A. | 1536080 | $1.2B | 152 | last filed Q2 2026 |
| ROTHSCHILD INVESTMENT LLC /IL | 1020918 | $1.2B | 478 | last filed Q3 2023 |
| BlackBarn Capital Partners LP | 2010204 | $1.2B | 21 | last filed Q2 2026 |
| Crescent Grove Advisors, LLC | 1713520 | $1.2B | 322 | Q3 2026 |
| GRS Advisors, LLC | 1544554 | $1.2B | 27 | last filed Q2 2026 |
| Clarkston Capital Partners, LLC | 1562855 | $1.2B | 96 | last filed Q2 2026 |
| Bernardo Wealth Planning LLC | 1765595 | $1.2B | 143 | Q3 2026 |
| Zuckerman Investment Group, LLC | 1423296 | $1.2B | 138 | last filed Q2 2026 |
| Transamerica Financial Advisors, LLC | 1502149 | $1.2B | 2,188 | last filed Q2 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 885415 | $1.2B | 181 | Q3 2026 |
| MMCAP International Inc. SPC | 1304857 | $1.2B | 303 | last filed Q2 2026 |
| Ensemble Capital Management, LLC | 1387366 | $1.2B | 22 | last filed Q3 2024 |
| Kohmann Bosshard Financial Services, LLC | 1696615 | $1.2B | 229 | last filed Q2 2026 |
| Knighthead Capital Management, LLC | 1512397 | $1.2B | 8 | last filed Q2 2026 |
| Clarity Financial LLC | 1862145 | $1.2B | 127 | last filed Q2 2026 |
| Verus Financial Partners, Inc. | 1481714 | $1.2B | 132 | Q3 2026 |
| Black Diamond Financial, LLC | 1759236 | $1.2B | 204 | Q3 2026 |
| TRUE Private Wealth Advisors | 1667074 | $1.2B | 289 | Q3 2026 |
| Chescapmanager LLC | 1697162 | $1.2B | 22 | last filed Q2 2026 |
| PENN DAVIS MCFARLAND INC | 1108893 | $1.2B | 74 | Q3 2026 |
| WAYCROSS PARTNERS, LLC | 1844873 | $1.2B | 72 | last filed Q2 2026 |
| KWB Wealth | 1822236 | $1.2B | 178 | Q3 2026 |
| Versant Capital Management, Inc | 1735057 | $1.2B | 2,804 | Q3 2026 |
| MOTCO | 1306333 | $1.2B | 840 | last filed Q2 2026 |
| PFM Health Sciences, LP | 1442756 | $1.2B | 96 | last filed Q2 2026 |
| MASTERINVEST Kapitalanlage GmbH | 2075029 | $1.2B | 300 | last filed Q2 2026 |
| Doyle Wealth Management | 1698219 | $1.2B | 204 | last filed Q3 2022 |
| American Family Insurance Mutual Holding Co | 1803089 | $1.2B | 9 | last filed Q1 2024 |
| Estate Counselors, LLC | 1559832 | $1.2B | 92 | last filed Q2 2026 |
| Randolph Co Inc | 1475150 | $1.2B | 47 | Q3 2026 |
| Coliseum Capital Management, LLC | 1409751 | $1.2B | 11 | last filed Q2 2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 1966595 | $1.2B | 23 | Q3 2026 |
| Forge Financial Services LLC | 2055357 | $1.2B | 36 | last filed Q2 2026 |
| Stadion Money Management, LLC | 1321220 | $1.2B | 27 | last filed Q2 2026 |
| TWO SIGMA SECURITIES, LLC | 1450144 | $1.2B | 1,668 | last filed Q2 2026 |
| Octavia Wealth Advisors, LLC | 1841259 | $1.2B | 231 | last filed Q2 2026 |
| Berkshire Money Management, Inc. | 1535172 | $1.2B | 147 | Q3 2026 |
| Counterpoint Mutual Funds LLC | 1698461 | $1.2B | 323 | Q3 2026 |
| Mayflower Financial Advisors, LLC | 1852930 | $1.2B | 499 | last filed Q2 2026 |
| Accurate Wealth Management, LLC | 1877728 | $1.2B | 600 | Q3 2026 |
| JACOBS & CO/CA | 1055544 | $1.2B | 132 | Q3 2026 |
| Marcum Wealth, LLC | 1784450 | $1.2B | 405 | last filed Q1 2025 |
| Prescott Group Capital Management, L.L.C. | 1166152 | $1.2B | 292 | last filed Q2 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | 860857 | $1.2B | 599 | last filed Q2 2026 |
| WGI DM, LLC | 2059126 | $1.2B | 7 | last filed Q2 2026 |
| CONNORS INVESTOR SERVICES INC | 884548 | $1.2B | 153 | last filed Q2 2026 |
| Apriem Advisors | 1425165 | $1.2B | 182 | last filed Q2 2026 |
| Heritage Trust Co | 1706028 | $1.2B | 313 | last filed Q2 2026 |
| Private Capital Advisors, Inc. | 1350780 | $1.2B | 78 | Q3 2026 |
| WEBSTER BANK, N. A. | 1105837 | $1.2B | 698 | last filed Q2 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1074266 | $1.2B | 310 | Q3 2026 |
| AWM Investment Company, Inc. | 1535264 | $1.2B | 106 | last filed Q2 2026 |
| Cascade Financial Partners, LLC | 2021208 | $1.2B | 279 | last filed Q2 2026 |
| Discipline Wealth Solutions, LLC | 2010507 | $1.2B | 196 | Q3 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1963040 | $1.2B | 232 | Q3 2026 |
| Consolidated Investment Group LLC | 1556168 | $1.2B | 77 | last filed Q2 2026 |