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 12 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Focused Wealth Management, Inc | 1586052 | $1.1B | 228 | last filed Q2 2026 |
| Trust Co | 1632554 | $1.1B | 915 | Q3 2026 |
| KINGS POINT CAPITAL MANAGEMENT | 1388736 | $1.1B | 575 | last filed Q1 2022 |
| 1607 Capital Partners, LLC | 1436866 | $1.1B | 141 | last filed Q2 2026 |
| Marks Group Wealth Management, Inc | 1802473 | $1.1B | 350 | last filed Q2 2026 |
| SVA Wealth Management, LLC | 1587836 | $1.1B | 229 | last filed Q4 2020 |
| Eagle Ridge Investment Management | 1445891 | $1.1B | 148 | last filed Q4 2024 |
| Liberty Mutual Group Asset Management Inc. | 1533497 | $1.1B | 39 | last filed Q2 2026 |
| WS MANAGEMENT LLLP | 877338 | $1.1B | 39 | last filed Q2 2026 |
| Asset Advisors Investment Management, LLC | 1756695 | $1.1B | 108 | Q3 2026 |
| Symetra Investment Management Co | 1811513 | $1.1B | 6 | last filed Q2 2026 |
| CARRET ASSET MANAGEMENT, LLC | 791490 | $1.1B | 309 | last filed Q2 2026 |
| VISTA CAPITAL PARTNERS, INC. | 1486946 | $1.1B | 170 | last filed Q2 2026 |
| Great Lakes Retirement, Inc. | 1801667 | $1.1B | 222 | Q3 2026 |
| VIKING FUND MANAGEMENT LLC | 1169069 | $1.1B | 141 | Q3 2026 |
| Shellback Capital, LP | 1591744 | $1.1B | 89 | last filed Q2 2026 |
| Wealth Management Nebraska | 2042783 | $1.1B | 109 | Q3 2026 |
| Periscope Capital Inc. | 1695320 | $1.1B | 477 | last filed Q2 2026 |
| RW Investment Management LLC | 1631627 | $1.1B | 115 | last filed Q2 2026 |
| Onyx Bridge Wealth Group LLC | 1819476 | $1.1B | 404 | Q3 2026 |
| High Ground Investment Management LLP | 1828180 | $1.1B | 7 | last filed Q2 2026 |
| EnCap Energy Capital Fund XI, L.P. | 1693946 | $1.1B | 3 | last filed Q4 2025 |
| Atomic Invest LLC | 2137372 | $1.1B | 389 | last filed Q2 2026 |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1730322 | $1.1B | 1,036 | last filed Q4 2022 |
| YCG, LLC | 1584801 | $1.1B | 41 | last filed Q2 2026 |
| Private Capital Management, LLC | 1588456 | $1.1B | 181 | last filed Q2 2026 |
| CONNABLE OFFICE INC | 914933 | $1.1B | 231 | last filed Q2 2026 |
| Voya Financial Advisors, Inc. | 1424367 | $1.1B | 208 | last filed Q2 2026 |
| Global Strategic Investment Solutions, LLC | 1760076 | $1.1B | 152 | Q3 2026 |
| Pekin Hardy Strauss, Inc. | 1020317 | $1.1B | 511 | last filed Q2 2026 |
| Gryphon Financial Partners LLC | 1729094 | $1.1B | 381 | last filed Q2 2026 |
| Telos Capital Management, Inc. | 1567889 | $1.1B | 201 | last filed Q2 2026 |
| Gleason Group, Inc. | 1822632 | $1.1B | 441 | Q3 2026 |
| Private Ocean, LLC | 1601742 | $1.1B | 618 | last filed Q2 2024 |
| Institute for Wealth Management, LLC. | 1533954 | $1.1B | 1,763 | last filed Q2 2026 |
| JGP Wealth Management, LLC | 1748278 | $1.1B | 242 | Q3 2026 |
| Tairen Capital Ltd | 1652062 | $1.1B | 44 | last filed Q2 2026 |
| Bensler, LLC | 1965941 | $1.1B | 198 | last filed Q2 2026 |
| SENTINEL TRUST CO LBA | 1114739 | $1.1B | 136 | last filed Q2 2026 |
| Goldstein Advisors, LLC | 1963807 | $1.1B | 268 | Q3 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | 1121914 | $1.1B | 351 | last filed Q2 2026 |
| BFSG, LLC | 1706836 | $1.1B | 765 | last filed Q2 2026 |
| Inscription Capital, LLC | 1767868 | $1.1B | 789 | last filed Q2 2026 |
| Guardian Partners Inc. | 1884799 | $1.1B | 412 | Q3 2026 |
| VR Advisory Services Ltd | 1348145 | $1.1B | 43 | last filed Q2 2026 |
| Wedbush Fund Advisers, LLC | 2070852 | $1.1B | 103 | last filed Q2 2026 |
| Knollwood Investment Advisory, LLC | 1999346 | $1.1B | 270 | last filed Q2 2026 |
| Atom Investors LP | 1738902 | $1.1B | 818 | last filed Q2 2026 |
| Ardevora Asset Management LLP | 1608108 | $1.1B | 96 | last filed Q4 2023 |
| Informed Momentum Co LLC | 1510989 | $1.1B | 268 | last filed Q2 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1166308 | $1.1B | 223 | Q3 2026 |
| Symphony Financial, Ltd. Co. | 1800687 | $1.1B | 358 | Q3 2026 |
| Hudson Way Capital Management LLC | 1697597 | $1.1B | 18 | last filed Q2 2026 |
| Triple Frond Partners LLC | 1454502 | $1.1B | 13 | last filed Q2 2026 |
| Shannon River Fund Management LLC | 1301050 | $1.1B | 37 | last filed Q2 2026 |
| McGuire Investment Group, LLC | 1756959 | $1.1B | 132 | Q3 2026 |
| WNY Asset Management, LLC | 1803296 | $1.1B | 260 | last filed Q2 2026 |
| Cornerstone Capital, Inc. | 819535 | $1.1B | 120 | last filed Q2 2026 |
| TAIYO LIFE INSURANCE CO | 1254890 | $1.1B | 11 | Q3 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | 1056827 | $1.1B | 61 | Q3 2026 |
| Strategies Wealth Advisors, LLC | 1976435 | $1.1B | 202 | last filed Q2 2026 |
| CANANDAIGUA NATIONAL CORP | 759458 | $1.1B | 310 | last filed Q1 2026 |
| ConocoPhillips | 1163165 | $1.1B | 1 | last filed Q4 2021 |
| SEVEN EIGHT CAPITAL, LP | 1575129 | $1.1B | 683 | last filed Q3 2024 |
| Frec Markets, Inc. | 2111359 | $1.1B | 905 | last filed Q2 2026 |
| Octagon Capital Advisors LP | 1839435 | $1.1B | 27 | last filed Q2 2026 |
| Great Waters Wealth Management | 1964535 | $1.1B | 131 | Q3 2026 |
| Campbell Wealth Management | 1736648 | $1.1B | 97 | last filed Q4 2024 |
| MASON STREET ADVISORS, LLC | 1167711 | $1.1B | 15 | last filed Q2 2026 |
| Hightower 6M Holding, LLC | 1911968 | $1.1B | 234 | last filed Q3 2022 |
| TOWER BRIDGE ADVISORS | 1278249 | $1.1B | 222 | last filed Q2 2026 |
| BEACON FINANCIAL GROUP | 1591379 | $1.1B | 385 | Q3 2026 |
| Galileo (PTC) Ltd | 1740858 | $1.1B | 3 | last filed Q2 2026 |
| Aperture Investors, LLC | 1787596 | $1.1B | 84 | last filed Q2 2026 |
| Smith Anglin Financial, LLC | 1553540 | $1.1B | 209 | last filed Q2 2025 |
| CVA Family Office, LLC | 1802084 | $1.1B | 1,801 | last filed Q2 2026 |
| Opaleye Management Inc. | 1595855 | $1.1B | 58 | last filed Q2 2026 |
| Premier Fund Managers Ltd | 1673907 | $1.1B | 174 | last filed Q2 2026 |
| Heron Bay Capital Management | 1842149 | $1.1B | 97 | last filed Q2 2026 |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | $1.1B | 1,279 | Q3 2026 |
| Trivium Point Advisory, LLC | 1766564 | $1.1B | 354 | last filed Q2 2026 |
| Zweig-DiMenna Associates LLC | 1533950 | $1.1B | 70 | last filed Q2 2026 |
| Naviter Wealth, LLC | 1855567 | $1.1B | 305 | last filed Q2 2026 |
| Silver Point Capital L.P. | 1332784 | $1.1B | 14 | last filed Q2 2026 |
| DUMAC, INC. | 1584258 | $1.1B | 16 | last filed Q2 2026 |
| Ullmann Wealth Partners Group, LLC | 1697725 | $1.1B | 174 | last filed Q2 2026 |
| ARCH Venture Management, LLC | 1274403 | $1.1B | 12 | last filed Q2 2026 |
| BBFIT INVESTMENTS PTE LTD | 2094345 | $1.1B | 7 | last filed Q2 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1755911 | $1.1B | 77 | last filed Q2 2026 |
| Three Seasons Wealth, LLC | 2044495 | $1.1B | 180 | last filed Q2 2026 |
| SWISS RE LTD | 1519921 | $1.1B | 237 | last filed Q2 2026 |
| Golden State Wealth Management, LLC | 1776033 | $1.1B | 1,620 | last filed Q2 2026 |
| Arrow Financial Corp | 717538 | $1.1B | 162 | Q3 2026 |
| Red Door Wealth Management, LLC | 1783599 | $1.1B | 320 | last filed Q2 2026 |
| Wellesley Asset Management | 1533551 | $1.1B | 64 | last filed Q2 2026 |
| BRUNI J V & CO /CO | 1078841 | $1.1B | 33 | last filed Q2 2026 |
| Vivo Capital, LLC | 1674712 | $1.1B | 47 | last filed Q2 2026 |
| Miller Investment Management, LP | 1407382 | $1.1B | 83 | last filed Q2 2026 |
| Koch, Inc. | 2027344 | $1.1B | 10 | last filed Q2 2026 |
| Goldstone Financial Group, LLC | 2040021 | $1.1B | 240 | last filed Q2 2026 |
| Tributary Capital Management, LLC | 1441888 | $1.1B | 211 | Q3 2026 |
| CS MCKEE LP | 728575 | $1.1B | 100 | last filed Q4 2019 |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | $1.1B | 618 | Q3 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | $1.1B | 129 | Q3 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | 1725910 | $1.1B | 145 | last filed Q2 2026 |
| Alta Park Capital, LP | 1621855 | $1.1B | 27 | last filed Q2 2026 |
| AGF Investments LLC | 1479598 | $1.1B | 285 | last filed Q3 2022 |
| RATIONAL ADVISORS, INC. | 1143565 | $1.1B | 195 | last filed Q2 2026 |
| Sheaff Brock Investment Advisors, LLC | 1666789 | $1.1B | 451 | last filed Q1 2025 |
| Trybe Capital Management LP | 1807902 | $1.1B | 7 | last filed Q2 2026 |
| V-Square Quantitative Management LLC | 1943239 | $1.1B | 721 | Q3 2026 |
| Legacy Edge Advisors, LLC | 2105396 | $1.1B | 239 | last filed Q2 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 2022949 | $1.1B | 29 | last filed Q2 2026 |
| Oak Thistle LLC | 1755987 | $1.1B | 469 | Q3 2026 |
| Granite Bay Wealth Management, LLC | 1911472 | $1.1B | 170 | last filed Q2 2026 |
| VICTORY FINANCIAL GROUP, LLC | 2011333 | $1.1B | 433 | Q3 2026 |
| Lindbrook Capital, LLC | 1767045 | $1.1B | 2,779 | last filed Q1 2025 |
| SOUTHERN FARM BUREAU LIFE INSURANCE | 1831944 | $1.1B | 16 | Q3 2026 |
| Bares Capital Management, Inc. | 1340807 | $1.1B | 24 | last filed Q3 2025 |
| Palisade Asset Management, LLC | 1434323 | $1.1B | 204 | last filed Q2 2026 |
| Graham Holdings Co | 104889 | $1.1B | 6 | last filed Q2 2026 |
| RPg Family Wealth Advisory, LLC | 1569884 | $1.1B | 141 | last filed Q2 2026 |
| NTV Asset Management LLC | 1284208 | $1.1B | 331 | Q3 2026 |
| DOCK STREET ASSET MANAGEMENT INC | 1172779 | $1.1B | 64 | last filed Q2 2026 |
| Boulay Financial Advisors, LLC | 2056342 | $1.1B | 6 | last filed Q2 2026 |
| Alexandria Capital, LLC | 1573311 | $1.1B | 252 | last filed Q3 2021 |
| Hook Mill Capital Partners, LP | 1943395 | $1.1B | 37 | last filed Q2 2026 |
| Lourd Capital, LLC | 1568190 | $1.1B | 127 | last filed Q2 2019 |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | $1.1B | 181 | Q3 2026 |
| Laurel Wealth Advisors LLC | 1757128 | $1.1B | 737 | Q3 2026 |
| Center for Financial Planning, Inc. | 1803557 | $1.1B | 836 | Q3 2026 |
| WATER ISLAND CAPITAL LLC | 1222765 | $1.1B | 85 | last filed Q2 2026 |
| NWF Advisory Services Inc. | 2045735 | $1.1B | 430 | Q3 2026 |
| TriCert Investment Counsel Inc. | 2143895 | $1.1B | 88 | last filed Q2 2026 |
| Ironvine Capital Partners, LLC | 1730478 | $1.1B | 56 | last filed Q2 2026 |
| Coastline Trust Co | 1324279 | $1.1B | 347 | Q3 2026 |
| Cypress Capital Group | 1341748 | $1.1B | 314 | last filed Q2 2026 |
| Tamar Securities, LLC | 1703081 | $1.1B | 90 | last filed Q2 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | 2026079 | $1.1B | 5 | last filed Q2 2026 |
| Broad Bay Capital Management, LP | 1759115 | $1.1B | 24 | last filed Q2 2026 |
| Intrua Financial, LLC | 1812792 | $1.1B | 472 | Q3 2026 |
| JAG CAPITAL MANAGEMENT, LLC | 1080374 | $1.1B | 142 | last filed Q2 2026 |
| Graves Light Lenhart Wealth, Inc. | 1759803 | $1.1B | 196 | Q3 2026 |
| Pegasus Partners Ltd. | 1650654 | $1.1B | 171 | last filed Q3 2024 |
| Oak Harvest Investment Services | 1839430 | $1.1B | 166 | Q3 2026 |
| Uniplan Investment Counsel, Inc. | 1520710 | $1.1B | 175 | last filed Q2 2026 |
| Camber Capital Management LP | 1444043 | $1.1B | 25 | last filed Q2 2025 |
| Bedel Financial Consulting, Inc. | 1730511 | $1.1B | 307 | last filed Q2 2026 |
| Cassaday & Co Inc. | 1900497 | $1.1B | 34 | last filed Q4 2021 |
| Petrus Trust Company, LTA | 1473429 | $1.1B | 27 | last filed Q2 2026 |
| First Command Bank | 1693750 | $1.1B | 417 | last filed Q2 2023 |
| First Command Financial Services, Inc. | 1693789 | $1.1B | 417 | last filed Q2 2023 |
| Brehaut David Pascal | 2106649 | $1.1B | 1 | last filed Q2 2026 |
| CPWM, LLC | 1697457 | $1.1B | 333 | last filed Q3 2022 |
| Financial Management Professionals, Inc. | 1568132 | $1.1B | 1,050 | Q3 2026 |
| Synergy Asset Management, LLC | 1699080 | $1.1B | 274 | last filed Q2 2026 |
| Beau Ventures, LLc | 2160035 | $1.1B | 23 | Q3 2026 |
| Planning Center, Inc. | 1910966 | $1.1B | 84 | last filed Q2 2026 |
| Rodgers & Associates, LTD | 1846515 | $1.1B | 111 | Q3 2026 |
| Rhenman & Partners Asset Management AB | 1599882 | $1.1B | 99 | last filed Q2 2026 |
| ANGELO GORDON & CO., L.P. | 860662 | $1.1B | 61 | last filed Q4 2025 |
| J. Stern & Co. LLP | 2011335 | $1.1B | 51 | last filed Q2 2026 |
| Boussard & Gavaudan Investment Management LLP | 1614986 | $1.1B | 89 | last filed Q1 2026 |
| WealthTrust Fairport, LLC | 1427806 | $1.1B | 434 | last filed Q1 2019 |
| Allied Investment Advisors, LLC | 1729869 | $1.1B | 112 | Q3 2026 |
| HAP Trading, LLC | 1484972 | $1.1B | 439 | last filed Q2 2025 |
| Greylock XIV GP LLC | 1660424 | $1.1B | 1 | last filed Q2 2026 |
| GIRARD PARTNERS LTD. | 1000490 | $1.1B | 259 | last filed Q2 2024 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1734398 | $1.1B | 90 | last filed Q2 2026 |
| CUTLER INVESTMENT COUNSEL LLC | 1285973 | $1.1B | 156 | Q3 2026 |
| Minneapolis Portfolio Management Group, LLC | 1317253 | $1.1B | 34 | last filed Q2 2026 |
| Buck Wealth Strategies, LLC | 1973259 | $1.1B | 1,155 | Q3 2026 |
| FengHe Fund Management Pte. Ltd. | 1660531 | $1.1B | 18 | last filed Q2 2026 |
| Financial Plan, Inc. | 2107584 | $1.1B | 95 | last filed Q2 2026 |
| Per Stirling Capital Management, LLC. | 1689933 | $1.1B | 332 | last filed Q2 2026 |
| Portland Global Advisors LLC | 1504941 | $1.1B | 154 | last filed Q2 2026 |
| Melqart Asset Management (UK) Ltd | 1712901 | $1.1B | 40 | last filed Q2 2026 |
| Legacy Advisors, LLC | 1720969 | $1.1B | 318 | Q3 2026 |
| Provenance Wealth Advisors, LLC | 2081584 | $1.0B | 609 | last filed Q2 2026 |
| New England Private Wealth Advisors LLC | 1582813 | $1.0B | 205 | Q3 2026 |
| Bain Capital Public Equity Management, LLC | 1156175 | $1.0B | 60 | last filed Q1 2019 |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | $1.0B | 663 | last filed Q2 2026 |
| SUMMIT SECURITIES GROUP LLC | 1531593 | $1.0B | 1,124 | last filed Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC | 1694883 | $1.0B | 497 | Q3 2026 |
| ABNER HERRMAN & BROCK LLC | 1038661 | $1.0B | 121 | Q3 2026 |
| Beaumont Financial Partners, LLC | 1352764 | $1.0B | 302 | last filed Q3 2022 |
| Lomas Capital Management, LLC | 1559972 | $1.0B | 26 | last filed Q4 2020 |
| ISTHMUS PARTNERS, LLC | 1639666 | $1.0B | 228 | Q3 2026 |
| CAHILL FINANCIAL ADVISORS INC | 1600327 | $1.0B | 296 | last filed Q2 2026 |
| George Kaiser Family Foundation | 1265376 | $1.0B | 105 | last filed Q2 2026 |
| Kera Capital Partners, Inc. | 2040353 | $1.0B | 629 | last filed Q2 2026 |
| Caitong International Asset Management Co., Ltd | 1963355 | $1.0B | 3,279 | Q3 2026 |
| Harbour Trust & Investment Management Co | 2003557 | $1.0B | 155 | Q3 2026 |
| One Madison Group LLC | 1728278 | $1.0B | 27 | last filed Q2 2026 |
| Long Pond Capital, LP | 1499066 | $1.0B | 30 | last filed Q2 2026 |
| Westerkirk Capital Inc. | 2080423 | $1.0B | 212 | last filed Q2 2026 |
| SR One Capital Management, LP | 1910264 | $1.0B | 15 | last filed Q2 2026 |
| TETRAD CORP | 883597 | $1.0B | 3 | Q3 2026 |
| Private Wealth Asset Management, LLC | 1883006 | $1.0B | 930 | last filed Q2 2026 |
| Caliber Wealth Management, LLC / KS | 2067120 | $1.0B | 300 | last filed Q2 2026 |
| Iron Gate Global Advisors LLC | 1131181 | $1.0B | 109 | last filed Q2 2026 |
| Sierra Capital LLC | 1787274 | $1.0B | 228 | last filed Q2 2026 |
| PrairieView Partners, LLC | 1726673 | $1.0B | 357 | last filed Q2 2025 |
| CKW FINANCIAL GROUP | 1600403 | $1.0B | 229 | Q3 2026 |
| Baldwin Investment Management, LLC | 1346378 | $1.0B | 231 | last filed Q2 2026 |
| SEEYOND | 1767840 | $1.0B | 602 | last filed Q4 2022 |
| AssuredPartners Investment Advisors, LLC | 2055492 | $1.0B | 414 | last filed Q2 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | 2149956 | $1.0B | 224 | Q3 2026 |
| Opus Capital Group, LLC | 1330325 | $1.0B | 150 | last filed Q2 2026 |
| Paradigm Operations LP | 1911136 | $1.0B | 4 | last filed Q2 2026 |
| Eagle Strategies LLC | 1907666 | $1.0B | 267 | Q3 2026 |
| Archer Investment Corp | 1803804 | $1.0B | 1,254 | last filed Q2 2026 |
| Rodgers Brothers Inc. | 1397290 | $1.0B | 247 | last filed Q2 2026 |
| Quadcap Wealth Management, LLC | 2009674 | $1.0B | 418 | last filed Q2 2026 |
| Impact Partnership Wealth, LLC | 1984555 | $1.0B | 439 | last filed Q2 2026 |
| Massar Capital Management, LP | 2037238 | $1.0B | 260 | last filed Q2 2026 |
| Columbus Macro, LLC | 1727269 | $1.0B | 208 | Q3 2026 |
| CAZ INVESTMENTS LP | 1159363 | $1.0B | 56 | last filed Q2 2026 |
| DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 1538773 | $1.0B | 10 | last filed Q4 2018 |
| Engine Capital Management, LP | 1665590 | $1.0B | 29 | last filed Q2 2026 |
| Columbus Hill Capital Management, L.P. | 1384982 | $1.0B | 30 | last filed Q2 2026 |
| Apis Capital Advisors, LLC | 1386892 | $1.0B | 60 | last filed Q2 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 1161822 | $1.0B | 267 | Q3 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | 1068804 | $1.0B | 97 | Q3 2026 |
| RH Tailwind Management, LLC | 2065331 | $1.0B | 58 | last filed Q2 2026 |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | $1.0B | 2,847 | Q3 2026 |
| Invst, LLC | 1867587 | $1.0B | 343 | last filed Q2 2026 |
| Cable Hill Partners, LLC | 1674581 | $1.0B | 217 | last filed Q1 2025 |
| Keebeck Wealth Management | 1803675 | $1.0B | 471 | last filed Q2 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 1058231 | $1.0B | 67 | Q3 2026 |
| KMG FIDUCIARY PARTNERS, LLC | 1773205 | $1.0B | 169 | Q3 2026 |
| Omega Advisors Inc. | 898202 | $1.0B | 35 | last filed Q4 2018 |
| Embree Financial Group | 2020860 | $1.0B | 274 | Q3 2026 |
| HighTower Trust Company, N.A. | 1090413 | $1.0B | 221 | last filed Q1 2023 |
| Capital Investment Services of America, Inc. | 811360 | $1.0B | 83 | last filed Q2 2026 |
| ABC ARBITRAGE SA | 2049221 | $1.0B | 411 | Q3 2026 |
| Portfolio Strategies, Inc. | 1753271 | $1.0B | 81 | last filed Q2 2026 |
| JABODON PT CO | 1594167 | $1.0B | 8 | last filed Q2 2026 |
| Genus Capital Management Inc. | 1532385 | $1.0B | 204 | last filed Q2 2026 |
| GUARDIAN CAPITAL ADVISORS LP | 1512652 | $1.0B | 167 | last filed Q3 2024 |
| STACKSTONE WEALTH, LLC | 2153379 | $1.0B | 323 | Q3 2026 |
| Laurel Wealth Advisors, Inc. | 1666179 | $1.0B | 641 | last filed Q4 2022 |
| ALLEN HOLDING INC /NY | 919489 | $1.0B | 10 | last filed Q2 2026 |
| DUALITY ADVISERS, LP | 1741024 | $1.0B | 572 | last filed Q1 2024 |
| Dream Peak Capital Ltd | 2032148 | $1.0B | 7 | last filed Q2 2026 |
| Ascent Wealth Partners, LLC | 1546865 | $1.0B | 214 | Q3 2026 |
| NAN FUNG TRINITY (HK) LTD | 1781880 | $1.0B | 55 | last filed Q2 2026 |
| Havemeyer Place LP | 2026128 | $1.0B | 495 | last filed Q2 2026 |
| Lavaca Capital LLC | 1641447 | $1.0B | 349 | last filed Q2 2026 |
| Accel Leaders 4 Associates L.P. | 1923783 | $1.0B | 1 | last filed Q2 2026 |