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 14 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Manikay Partners, LLC | 1454893 | $892.6M | 21 | last filed Q4 2019 |
| LexAurum Advisors, LLC | 1729677 | $892.6M | 424 | Q3 2026 |
| First Ascent Asset Management, LLC | 1805758 | $892.4M | 53 | last filed Q4 2023 |
| High Probability Advisors, LLC | 2039415 | $892.2M | 71 | Q3 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1600307 | $892.0M | 299 | last filed Q1 2026 |
| HOWARD CAPITAL MANAGEMENT | 1078658 | $891.3M | 93 | last filed Q4 2020 |
| CALEDONIA INVESTMENTS PLC | 1037766 | $890.2M | 15 | Q3 2026 |
| Slow Capital, Inc. | 1716984 | $889.9M | 110 | Q3 2026 |
| Fortis Capital Advisors, LLC | 1959790 | $889.4M | 408 | last filed Q2 2026 |
| Discerene Group LP | 1632958 | $889.1M | 12 | last filed Q2 2026 |
| First Trust Investment Solutions L.P. | 1996718 | $888.4M | 272 | last filed Q3 2024 |
| Legacy Financial Group LLC | 1834011 | $888.2M | 133 | last filed Q2 2026 |
| Brookwood Investment Group LLC | 2066812 | $887.6M | 517 | last filed Q2 2026 |
| Capital Advisors Wealth Management, LLC | 1824700 | $887.6M | 230 | Q3 2026 |
| 1834 INVESTMENT ADVISORS CO | 1138486 | $885.7M | 232 | Q3 2026 |
| StrategIQ Financial Group, LLC | 1665199 | $885.3M | 316 | last filed Q4 2023 |
| Camrose Capital Investment Partners LLP | 2040608 | $885.1M | 10 | last filed Q2 2026 |
| HTLF Bank | 2003343 | $884.8M | 217 | last filed Q4 2024 |
| Cannon Financial Strategists, Inc. | 2031123 | $884.7M | 136 | Q3 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 1115373 | $884.6M | 50 | last filed Q2 2026 |
| TCP Asset Management, LLC | 1961898 | $884.5M | 144 | Q3 2026 |
| Apollon Financial, LLC | 2011195 | $883.4M | 308 | Q3 2026 |
| SeaCrest Wealth Management, LLC | 1728121 | $883.1M | 546 | Q3 2026 |
| TCF National Bank | 1790153 | $882.7M | 376 | last filed Q1 2021 |
| Fractal Investments LLC | 1843590 | $882.7M | 78 | Q3 2026 |
| CANYON CAPITAL ADVISORS LLC | 1074034 | $882.0M | 22 | last filed Q2 2026 |
| Vision Capital Management, Inc. | 1417889 | $881.5M | 151 | Q3 2026 |
| CHEMICAL BANK | 919087 | $881.4M | 347 | last filed Q2 2019 |
| Atlas Venture Life Science Advisors, LLC | 1917529 | $881.3M | 7 | last filed Q2 2026 |
| Echinus Advisors, LLC | 1602970 | $881.2M | 7 | last filed Q1 2020 |
| Kapitalo Investimentos Ltda | 1798686 | $881.1M | 55 | Q3 2026 |
| Front Street Capital Management, Inc. | 1683182 | $880.6M | 70 | last filed Q2 2026 |
| INSPIRION WEALTH ADVISORS, LLC | 1633448 | $880.4M | 185 | Q3 2026 |
| Icon Wealth Partners, LLC | 1718732 | $880.2M | 391 | last filed Q3 2023 |
| Meridian Wealth Advisors, LLC | 1768095 | $880.0M | 211 | last filed Q2 2026 |
| DARUMA CAPITAL MANAGEMENT LLC | 1080389 | $879.3M | 50 | last filed Q1 2019 |
| Parkside Investments, LLC | 1706248 | $879.2M | 95 | Q3 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | 1802534 | $878.4M | 73 | last filed Q2 2026 |
| UNIQUE WEALTH, LLC | 1957124 | $877.2M | 209 | Q3 2026 |
| Arbor Investment Advisors, LLC | 1590073 | $876.9M | 131 | Q3 2026 |
| LEO BROKERAGE, LLC | 1146089 | $876.3M | 303 | last filed Q2 2023 |
| West Coast Financial LLC | 1511985 | $876.0M | 162 | last filed Q1 2025 |
| St. Louis Trust Co | 1661144 | $875.4M | 125 | last filed Q2 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | 1600999 | $874.9M | 51 | last filed Q2 2026 |
| Iron Triangle Partners LP | 1779763 | $874.7M | 27 | last filed Q4 2025 |
| BAINCO INTERNATIONAL INVESTORS | 1074027 | $873.2M | 217 | last filed Q4 2020 |
| Concord Wealth Partners | 1814214 | $873.2M | 885 | last filed Q2 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | 1009262 | $872.9M | 67 | Q3 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | $872.6M | 497 | Q3 2026 |
| BDO Wealth Advisors, LLC | 1713458 | $871.9M | 979 | last filed Q2 2023 |
| Buckingham Capital Management, Inc. | 1567634 | $871.6M | 131 | last filed Q4 2024 |
| Walkner Condon Financial Advisors LLC | 1817494 | $871.4M | 344 | last filed Q2 2026 |
| Mint Tower Capital Management B.V. | 1666606 | $871.4M | 344 | last filed Q2 2026 |
| Warwick Investment Management, Inc. | 1931041 | $871.2M | 149 | Q3 2026 |
| J.P. Marvel Investment Advisors, LLC | 1426755 | $871.2M | 64 | last filed Q2 2026 |
| McMillan Office, Inc. | 2109205 | $870.9M | 507 | last filed Q2 2026 |
| Financial Enhancement Group LLC | 1641438 | $870.7M | 136 | Q3 2026 |
| SIR Capital Management, L.P. | 1434997 | $870.1M | 79 | last filed Q2 2026 |
| Physician Wealth Advisors, Inc. | 1795173 | $869.4M | 2,440 | Q3 2026 |
| Gilbert & Cook, Inc. | 1675762 | $869.0M | 229 | last filed Q2 2026 |
| Parkway Wealth Management Group, LLC | 2065679 | $868.7M | 144 | Q3 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | 1734493 | $868.4M | 61 | last filed Q2 2026 |
| 8 KNOTS MANAGEMENT, LLC | 1849457 | $868.1M | 12 | last filed Q4 2025 |
| Smith, Graham & Co., Investment Advisors, LP | 1470414 | $868.1M | 141 | last filed Q4 2023 |
| NFSG Corp | 1879757 | $867.9M | 1,314 | Q3 2026 |
| Freedom Together Foundation | 2002798 | $866.9M | 2 | last filed Q2 2026 |
| LM Advisors LLC | 2011314 | $866.4M | 224 | last filed Q2 2026 |
| Lynx1 Capital Management LP | 1910456 | $865.5M | 27 | last filed Q2 2026 |
| Security National Bank | 1719739 | $865.0M | 473 | Q3 2026 |
| BlueSky Wealth Advisors, LLC | 1704107 | $864.5M | 110 | Q3 2026 |
| BAXTER BROS INC | 1096783 | $864.3M | 172 | last filed Q2 2026 |
| D'Orazio & Associates, Inc. | 1646821 | $864.1M | 322 | last filed Q2 2026 |
| Oslo Pensjonsforsikring AS | 1828808 | $863.5M | 447 | Q3 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | 1004244 | $863.4M | 131 | last filed Q2 2026 |
| PRAIRIE ADVISORY, LLC | 2144052 | $863.4M | 151 | Q3 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | $863.1M | 423 | last filed Q2 2026 |
| Hound Partners, LLC | 1353316 | $862.9M | 32 | last filed Q2 2026 |
| EQT Fund Management S.a r.l. | 1834239 | $862.6M | 5 | last filed Q2 2026 |
| Lineweaver Wealth Advisors, LLC | 1797873 | $862.5M | 182 | Q3 2026 |
| Peterson Wealth Advisors, LLC | 1713558 | $861.9M | 116 | Q3 2026 |
| Berman McAleer LLC | 2094332 | $861.8M | 177 | Q3 2026 |
| Bernicke Wealth Management, Ltd. | 1569863 | $861.3M | 111 | last filed Q2 2026 |
| CULBERTSON A N & CO INC | 1224890 | $861.2M | 137 | Q3 2026 |
| Cardinal Capital Management | 1434845 | $861.2M | 140 | Q3 2026 |
| McGlone Suttner Wealth Management, Inc. | 1964819 | $861.0M | 200 | Q3 2026 |
| SB Global Advisers Ltd | 1883884 | $860.9M | 10 | last filed Q4 2022 |
| FAGAN ASSOCIATES, INC. | 1607866 | $860.6M | 139 | Q3 2026 |
| Ellenbecker Investment Group | 1731497 | $860.2M | 149 | last filed Q2 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1380137 | $859.8M | 304 | Q3 2026 |
| Mirador Capital Partners LP | 1633446 | $859.3M | 224 | Q3 2026 |
| Castellan Group | 1832521 | $858.7M | 48 | Q3 2026 |
| Stokes Family Office, LLC | 1802278 | $857.6M | 272 | last filed Q2 2026 |
| ADAMS NATURAL RESOURCES FUND, INC. | 216851 | $857.4M | 50 | Q3 2026 |
| CULLEN INVESTMENT GROUP, LTD. | 797203 | $857.4M | 179 | Q3 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | 1803227 | $856.7M | 166 | last filed Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | $856.6M | 394 | Q3 2026 |
| Premier Path Wealth Partners, LLC | 1999925 | $856.3M | 376 | Q3 2026 |
| ACK Asset Management LLC | 1510940 | $856.3M | 21 | last filed Q2 2026 |
| Alley Investment Management Company, LLC | 1917618 | $856.0M | 89 | last filed Q2 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | 1036248 | $855.9M | 115 | last filed Q2 2026 |
| Affinity Capital Advisors, LLC | 1810023 | $855.8M | 233 | Q3 2026 |
| Evolution Wealth Advisors, LLC | 1763121 | $854.9M | 181 | last filed Q2 2026 |
| Talon Private Wealth, LLC | 1990467 | $854.9M | 231 | last filed Q2 2026 |
| KG FUNDS MANAGEMENT, LLC | 1657043 | $854.6M | 11 | last filed Q3 2021 |
| Hikari Power Ltd | 1606152 | $854.5M | 43 | last filed Q2 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1041773 | $853.5M | 140 | last filed Q2 2026 |
| Brio Consultants, LLC | 1747799 | $853.4M | 164 | last filed Q2 2026 |
| KOCH INDUSTRIES INC | 923338 | $853.2M | 8 | last filed Q2 2024 |
| MASTRAPASQUA ASSET MANAGEMENT INC | 1014738 | $853.0M | 149 | last filed Q3 2023 |
| FIFTHDELTA Ltd | 1872766 | $852.9M | 11 | last filed Q2 2026 |
| UNITED BANK | 1286478 | $852.7M | 130 | last filed Q2 2026 |
| Conversant Capital LLC | 1850901 | $852.5M | 17 | last filed Q2 2026 |
| SIERRA SUMMIT ADVISORS LLC | 2012614 | $851.8M | 174 | Q3 2026 |
| Burton Enright Welch | 2105919 | $851.5M | 136 | last filed Q2 2026 |
| Alera Investment Advisors, LLC | 1759485 | $851.4M | 291 | last filed Q3 2024 |
| HOEY INVESTMENTS, INC | 1799544 | $850.8M | 451 | Q3 2026 |
| BANK OF THE WEST | 59951 | $850.7M | 219 | last filed Q4 2022 |
| Evelyn Partners Investment Management Services Ltd | 2065205 | $850.0M | 281 | last filed Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1599852 | $849.3M | 165 | last filed Q2 2026 |
| Harbor Group, Inc. | 1840486 | $849.0M | 121 | Q3 2026 |
| IBERIABANK CORP | 933141 | $848.9M | 211 | last filed Q2 2020 |
| DILLON & ASSOCIATES INC | 1054425 | $848.7M | 79 | Q3 2026 |
| Kimmeridge Energy Management Company, LLC | 1706220 | $848.6M | 3 | last filed Q2 2026 |
| Ellevest, Inc. | 1644128 | $848.1M | 469 | last filed Q2 2026 |
| Cypress Wealth Services, LLC | 1721527 | $847.6M | 421 | Q3 2026 |
| Think Investments LP | 1635999 | $846.7M | 22 | last filed Q2 2026 |
| PRICE MICHAEL F | 918537 | $846.5M | 129 | last filed Q1 2022 |
| Arkos Global Advisors | 1769089 | $844.5M | 124 | last filed Q2 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | $844.1M | 219 | last filed Q2 2026 |
| Breakwater Capital Group | 1964309 | $844.1M | 389 | Q3 2026 |
| NOESIS CAPITAL MANGEMENT CORP | 1262677 | $843.5M | 131 | Q3 2026 |
| Power Corp of Canada | 801166 | $843.1M | 1 | last filed Q2 2026 |
| Galaxy Group Investments LLC | 1912562 | $843.0M | 44 | last filed Q4 2025 |
| Kora Management LP | 1659815 | $843.0M | 10 | last filed Q2 2026 |
| Argent Financial Group, Inc. | 1521234 | $842.5M | 300 | last filed Q3 2024 |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 1014306 | $842.0M | 278 | last filed Q2 2022 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1080382 | $841.8M | 118 | last filed Q2 2026 |
| FIRST INTERSTATE BANK | 860413 | $841.1M | 104 | last filed Q1 2021 |
| Moloney Securities Asset Management, LLC | 1697934 | $840.3M | 490 | last filed Q3 2025 |
| AA Financial Advisors, LLC | 2016899 | $840.2M | 251 | Q3 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | $840.1M | 762 | Q3 2026 |
| Range Advisory, LLC | 2152629 | $839.8M | 342 | last filed Q2 2026 |
| SilverOak Wealth Management LLC | 1764766 | $839.7M | 131 | Q3 2026 |
| Perpetual Investment Management Ltd | 1570625 | $838.0M | 211 | last filed Q4 2022 |
| Lone Star Global Acquisitions, Ltd. | 1583825 | $837.8M | 1 | last filed Q1 2022 |
| VILLERE ST DENIS J & CO LLC | 1113629 | $837.8M | 85 | last filed Q2 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | 894205 | $836.9M | 90 | Q3 2026 |
| ARVEST INVESTMENTS, INC. | 1025038 | $834.8M | 243 | Q3 2026 |
| Glassman Wealth Services | 1642160 | $834.6M | 236 | last filed Q2 2026 |
| Artemis Wealth Advisors, LLC | 1767435 | $834.5M | 55 | last filed Q2 2026 |
| ARQ WEALTH ADVISORS, LLC | 1811827 | $834.3M | 209 | Q3 2026 |
| Capital Advantage, Inc. | 1628896 | $834.1M | 158 | Q3 2026 |
| FRONT BARNETT ASSOCIATES LLC | 936698 | $833.3M | 112 | last filed Q3 2023 |
| Spectrum Wealth Counsel, LLC | 2011274 | $833.1M | 365 | last filed Q1 2025 |
| Blue Edge Capital, LLC | 1599620 | $832.8M | 137 | last filed Q2 2026 |
| HHLR ADVISORS, LTD. | 1762304 | $832.1M | 35 | last filed Q2 2026 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 1832439 | $832.0M | 16 | last filed Q2 2026 |
| LaFleur & Godfrey LLC | 1387458 | $831.8M | 144 | Q3 2026 |
| Sargent Investment Group, LLC | 1766157 | $831.6M | 279 | last filed Q2 2026 |
| American Financial Advisors, LLC | 1767898 | $831.1M | 169 | last filed Q2 2026 |
| Sharkey, Howes & Javer | 1642246 | $830.4M | 158 | Q3 2026 |
| White Lighthouse Investment Management Inc. | 1727593 | $829.2M | 148 | Q3 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | $829.0M | 1,498 | last filed Q2 2026 |
| AdvisorShares Investments LLC | 1425930 | $828.1M | 269 | last filed Q2 2026 |
| Morton Capital Management LLC/CA | 2002628 | $827.9M | 154 | Q3 2026 |
| Benchstone Capital Management LP | 2016777 | $827.8M | 36 | last filed Q2 2026 |
| FOSTER DYKEMA CABOT & CO INC/MA | 1037558 | $826.8M | 325 | last filed Q3 2023 |
| Meridian Wealth Partners, LLC | 1781942 | $826.1M | 125 | last filed Q2 2026 |
| FIRST HAWAIIAN BANK | 764106 | $825.8M | 95 | Q3 2026 |
| Parsifal Capital Management, LP | 1776090 | $825.7M | 15 | last filed Q2 2026 |
| WoodTrust Financial Corp | 1725247 | $825.2M | 180 | Q3 2026 |
| Keeley-Teton Advisors, LLC | 1700530 | $824.8M | 362 | last filed Q1 2025 |
| JOHN G ULLMAN & ASSOCIATES INC | 919530 | $824.4M | 181 | last filed Q2 2026 |
| Rice Partnership, LLC | 1736736 | $823.9M | 171 | last filed Q2 2026 |
| Werba Rubin Papier Wealth Management | 1971029 | $823.5M | 309 | last filed Q2 2026 |
| Intellus Advisors LLC | 2055137 | $823.5M | 134 | last filed Q2 2026 |
| McGowan Group Asset Management, Inc. | 1633227 | $823.1M | 152 | last filed Q2 2026 |
| AT Bancorp | 1506294 | $822.7M | 231 | last filed Q1 2019 |
| Leelyn Smith, LLC | 1777817 | $822.3M | 157 | last filed Q2 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | 1104883 | $822.3M | 86 | last filed Q2 2026 |
| Sivia Capital Partners, LLC | 2012032 | $822.1M | 540 | last filed Q2 2026 |
| SEGRA CAPITAL MANAGEMENT, LLC | 1607512 | $821.7M | 13 | Q3 2026 |
| AVENIR CORP | 1033475 | $820.7M | 79 | last filed Q2 2026 |
| Schear Investment Advisers, LLC | 1962838 | $820.7M | 245 | Q3 2026 |
| Tempo Wealth, LLC | 2112005 | $820.7M | 245 | Q3 2026 |
| Legacy Financial Advisors, Inc. | 1730810 | $820.4M | 435 | last filed Q2 2026 |
| Faithward Advisors, LLC | 1695078 | $819.4M | 339 | last filed Q2 2026 |
| Canal Capital Management, LLC | 1666733 | $818.7M | 220 | last filed Q2 2026 |
| LaSalle St. Investment Advisors, LLC | 1966193 | $818.1M | 429 | last filed Q2 2026 |
| Fund Resources Investment Holding Group Co Ltd | 1652026 | $817.0M | 7 | last filed Q2 2026 |
| NOTTINGHAM ADVISORS, INC. | 1093276 | $817.0M | 117 | Q3 2026 |
| Biondo Investment Advisors, LLC | 1455176 | $816.8M | 89 | last filed Q2 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 937522 | $816.0M | 49 | last filed Q2 2026 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1082849 | $815.9M | 349 | last filed Q1 2019 |
| Asio Capital, LLC | 1803291 | $815.7M | 131 | Q3 2026 |
| Financial Advisors Network, Inc. | 1697856 | $815.6M | 208 | last filed Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1632105 | $814.8M | 307 | last filed Q2 2026 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 1577806 | $814.5M | 5 | last filed Q2 2026 |
| BRR OpCo, LLC | 1468685 | $814.3M | 219 | last filed Q3 2022 |
| Third View Private Wealth, LLC | 2083406 | $814.1M | 288 | last filed Q2 2026 |
| Wallington Asset Management, LLC | 1426754 | $813.9M | 61 | last filed Q2 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 1279030 | $813.3M | 103 | last filed Q2 2026 |
| Tri Locum Partners LP | 1826434 | $813.2M | 19 | last filed Q2 2026 |
| Renesas Electronics America Inc. | 703361 | $813.1M | 1 | last filed Q2 2026 |
| RIVERSEDGE ADVISORS, LLC | 1787663 | $813.0M | 367 | Q3 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 1909904 | $813.0M | 132 | Q3 2026 |
| CAMBIENT FAMILY OFFICE, LLC | 2105684 | $813.0M | 328 | last filed Q2 2026 |
| Cordoba Advisory Partners LLC | 2067133 | $812.9M | 153 | Q3 2026 |
| Deer Management Co. LLC | 1494127 | $812.2M | 9 | last filed Q2 2026 |
| Greenland Capital Management LP | 1896430 | $811.6M | 270 | last filed Q2 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 1841766 | $811.6M | 204 | last filed Q2 2026 |
| Abacus Planning Group, Inc. | 1602730 | $808.9M | 258 | last filed Q2 2026 |
| Polianta Ltd | 1695214 | $808.8M | 86 | last filed Q2 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1639754 | $808.8M | 72 | last filed Q2 2026 |
| Pembroke Management, LTD | 1063497 | $808.5M | 113 | Q3 2026 |
| Trifecta Capital Advisors, LLC | 1962615 | $807.9M | 315 | Q3 2026 |
| Nexus Investment Management ULC | 1476329 | $807.9M | 73 | Q3 2026 |
| Cornerstone Planning Group LLC | 1822587 | $807.7M | 176 | Q3 2026 |
| Summit Financial Wealth Advisors, LLC | 1632283 | $806.9M | 227 | Q3 2026 |
| Barton Investment Management | 1387818 | $806.6M | 58 | Q3 2026 |
| Strategic Wealth Investment Group, LLC | 1802365 | $806.3M | 100 | Q3 2026 |
| JHL Capital Group LLC | 1496859 | $805.5M | 1 | last filed Q1 2023 |
| Capital Investment Counsel, LLC | 2033609 | $805.2M | 155 | Q3 2026 |
| Thrive Wealth Management, LLC | 1847610 | $805.1M | 256 | Q3 2026 |
| Savoie Capital LLC | 2001471 | $804.6M | 92 | last filed Q2 2025 |
| Orange Investment Advisors, Inc. | 943442 | $801.7M | 137 | Q3 2026 |
| Klaas Financial Asset Advisors, LLC | 1819279 | $801.1M | 60 | Q3 2026 |
| Newtyn Management, LLC | 1569241 | $800.9M | 34 | last filed Q2 2026 |
| Lee Financial Co | 1391166 | $800.9M | 154 | Q3 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | 1769302 | $800.4M | 268 | last filed Q2 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | $800.2M | 164 | last filed Q2 2026 |
| Optimal Asset Management, Inc. | 1651336 | $800.0M | 347 | last filed Q3 2021 |
| HORAN Wealth, LLC | 2072569 | $800.0M | 217 | last filed Q2 2026 |
| Live Oak Private Wealth LLC | 1799877 | $799.8M | 211 | last filed Q2 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 1911407 | $799.0M | 156 | Q3 2026 |
| Suncoast Equity Management | 1315059 | $798.4M | 63 | last filed Q2 2026 |
| TrueMark Investments, LLC | 1974457 | $798.2M | 187 | last filed Q2 2026 |
| Mechanics Bank Trust Department | 1439743 | $798.1M | 205 | Q3 2026 |
| Garden Investment Management, L.P. | 2044217 | $797.9M | 2 | last filed Q2 2026 |
| Lenox Wealth Advisors, LLC | 1569292 | $797.8M | 749 | last filed Q1 2022 |
| SONORA INVESTMENT MANAGEMENT, LLC | 1418539 | $797.8M | 1,064 | last filed Q3 2021 |
| Quantum Capital Management, LLC / NJ | 1513125 | $797.6M | 35 | last filed Q2 2026 |
| Arlington Financial Advisors, LLC | 1716539 | $796.3M | 112 | Q3 2026 |
| Technology Crossover Management X, Ltd. | 1787727 | $795.2M | 6 | last filed Q2 2026 |
| Harbor Advisors LLC | 1687156 | $795.1M | 194 | last filed Q2 2026 |
| Bornite Capital Management LP | 1800641 | $794.6M | 20 | last filed Q2 2026 |
| HORAN CAPITAL MANAGEMENT | 1269134 | $794.3M | 35 | last filed Q4 2020 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 749044 | $793.5M | 188 | last filed Q2 2026 |
| Enclave Advisors LLC | 1836110 | $793.5M | 133 | Q3 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | 1631073 | $793.3M | 1,591 | last filed Q2 2026 |