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 15 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2029317 | $792.9M | 1,087 | last filed Q2 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 2103405 | $792.9M | 105 | last filed Q2 2026 |
| Portfolio Solutions, LLC | 1542606 | $792.3M | 55 | last filed Q3 2022 |
| Golden Unicorn (BVI) Ltd | 2078724 | $792.2M | 7 | last filed Q2 2026 |
| Kemnay Advisory Services Inc. | 1555283 | $791.5M | 1,169 | last filed Q2 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 934040 | $791.3M | 190 | Q3 2026 |
| DIADEMA PARTNERS LP | 2026172 | $791.3M | 116 | last filed Q2 2026 |
| REGATTA CAPITAL GROUP, LLC | 1911488 | $790.6M | 233 | Q3 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1851395 | $790.6M | 140 | last filed Q2 2026 |
| Colonial Trust Co / SC | 1954093 | $789.7M | 1,135 | last filed Q2 2026 |
| Hudock, Inc. | 1543536 | $789.5M | 225 | Q3 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 1845930 | $789.5M | 78 | last filed Q2 2026 |
| Wellington Shields Capital Management, LLC | 1506071 | $788.4M | 334 | last filed Q2 2026 |
| Financial Solutions Advisory Group, Inc. | 2135269 | $788.0M | 190 | Q3 2026 |
| Independent Solutions Wealth Management, LLC | 1818391 | $787.8M | 194 | Q3 2026 |
| IFC Advisors LLC | 2053348 | $787.6M | 179 | last filed Q2 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | 1802080 | $787.3M | 147 | last filed Q2 2026 |
| Human Investing LLC | 1767513 | $787.1M | 107 | Q3 2026 |
| INR ADVISORY SERVICES LLC | 1535477 | $786.3M | 73 | last filed Q1 2019 |
| Pasadena Private Wealth, LLC | 1760578 | $786.1M | 274 | last filed Q2 2026 |
| Madison Wealth Partners, Inc | 1844424 | $785.9M | 292 | last filed Q2 2026 |
| IA Venture Partners, LLC | 1684985 | $785.3M | 2 | last filed Q4 2021 |
| Almanack Investment Partners, LLC. | 1680613 | $784.7M | 321 | last filed Q2 2026 |
| Landsberg, Bennett, & Dubbaneh LLC | 1762342 | $784.5M | 264 | last filed Q3 2021 |
| Horizon Wealth Management, LLC | 1815123 | $784.5M | 148 | last filed Q2 2026 |
| Harraden Circle Investments, LLC | 1910592 | $784.1M | 236 | last filed Q2 2026 |
| 8VC Opportunities GP II, LLC | 1866724 | $784.0M | 3 | last filed Q2 2026 |
| Financial Advisory Corp | 1813369 | $784.0M | 54 | Q3 2026 |
| TT International Asset Management LTD | 1809187 | $783.3M | 49 | last filed Q2 2026 |
| CFM WEALTH PARTNERS LLC | 1801097 | $783.3M | 149 | last filed Q2 2026 |
| Topsail Wealth Management, LLC | 2056627 | $783.3M | 297 | last filed Q2 2026 |
| Gratus Wealth Advisors, LLC | 2022161 | $783.2M | 136 | Q3 2026 |
| Converium Capital Inc. | 2043653 | $782.8M | 43 | last filed Q2 2026 |
| GLOBEFLEX CAPITAL L P | 921531 | $782.6M | 394 | last filed Q2 2026 |
| Brooklands Fund Management Ltd | 2036388 | $782.5M | 64 | Q3 2026 |
| BUCKINGHAM CAPITAL MANAGEMENT INC | 1089212 | $782.4M | 83 | last filed Q3 2019 |
| Longbow Finance SA | 1965552 | $782.1M | 59 | last filed Q2 2026 |
| WEXFORD CAPITAL LP | 1048462 | $782.0M | 223 | last filed Q2 2026 |
| Tygh Capital Management, Inc. | 1308001 | $781.6M | 87 | last filed Q4 2021 |
| LAFFER TENGLER INVESTMENTS, INC. | 1307878 | $781.6M | 179 | last filed Q2 2026 |
| Emerald Advisors, LLC | 1802611 | $781.2M | 111 | Q3 2026 |
| Bordeaux Wealth Advisors LLC | 1821271 | $780.9M | 158 | last filed Q2 2025 |
| Loftus Peak Pty Ltd | 2035834 | $780.9M | 26 | Q3 2026 |
| Qsemble Capital Management, LP | 1766159 | $780.6M | 371 | last filed Q2 2026 |
| Summit Asset Management, LLC | 1509974 | $780.4M | 183 | last filed Q2 2026 |
| PenderFund Capital Management Ltd. | 1706164 | $780.1M | 231 | last filed Q2 2026 |
| Coho Partners, Ltd. | 1350585 | $779.1M | 32 | last filed Q3 2025 |
| CHATHAM CAPITAL GROUP, INC. | 1108969 | $777.3M | 203 | Q3 2026 |
| Northstar Group, Inc. | 1631408 | $777.0M | 168 | last filed Q2 2026 |
| FIRST MIDWEST BANK TRUST DIVISION | 872732 | $776.8M | 375 | last filed Q4 2021 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1989941 | $776.5M | 285 | Q3 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | 810672 | $776.4M | 113 | last filed Q2 2026 |
| Round Rock Advisors LLC | 1846991 | $776.4M | 318 | last filed Q2 2026 |
| Ally Financial Inc. | 40729 | $775.0M | 131 | last filed Q2 2026 |
| Covington Investment Advisors Inc. | 1569036 | $773.9M | 73 | last filed Q2 2026 |
| Emery Howard Portfolio Management, Inc. | 1495703 | $773.4M | 48 | last filed Q4 2021 |
| EFG Asset Management (North America) Corp. | 1911412 | $773.4M | 168 | last filed Q3 2025 |
| Alpine Bank Wealth Management | 1974910 | $773.3M | 430 | Q3 2026 |
| CIM, LLC | 1364725 | $773.3M | 169 | last filed Q2 2026 |
| Glendon Capital Management LP | 1604350 | $772.6M | 26 | last filed Q2 2026 |
| Relative Value Partners Group, LLC | 1649910 | $772.4M | 321 | last filed Q2 2024 |
| Strategic Point Investment Advisors, LLC | 1295044 | $772.1M | 37 | Q3 2026 |
| Pacific Sage Partners, LLC | 1936845 | $772.1M | 144 | Q3 2026 |
| Seilern Investment Management Ltd | 1817797 | $771.3M | 24 | Q3 2026 |
| FJ Capital Management LLC | 1599170 | $770.4M | 120 | last filed Q2 2026 |
| B & T Capital Management DBA Alpha Capital Management | 1450935 | $770.3M | 128 | last filed Q2 2026 |
| CIGNA INVESTMENTS INC /NEW | 49969 | $770.2M | 464 | Q3 2026 |
| XXEC, Inc. | 1828822 | $770.1M | 23 | last filed Q2 2026 |
| Heirloom Wealth Management | 1882903 | $769.4M | 63 | Q3 2026 |
| Hemington Wealth Management | 1838234 | $769.3M | 1,509 | last filed Q3 2025 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1894484 | $769.2M | 225 | Q3 2026 |
| South Street Advisors LLC | 1399706 | $768.7M | 84 | last filed Q2 2026 |
| Ignite Planners, LLC | 1849348 | $768.7M | 445 | Q3 2026 |
| Stone House Investment Management, LLC | 1696497 | $768.2M | 215 | Q3 2026 |
| Virtue Capital Management, LLC | 1729985 | $768.1M | 379 | Q3 2026 |
| CAMDEN NATIONAL BANK | 1697855 | $767.5M | 184 | last filed Q2 2026 |
| Albar Capital Partners LLP | 2034565 | $766.8M | 38 | last filed Q2 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | $766.5M | 101 | last filed Q2 2026 |
| Arvin Capital Management LP | 1961738 | $766.0M | 41 | last filed Q2 2026 |
| Crews Bank & Trust | 2052279 | $766.0M | 662 | last filed Q2 2026 |
| Marquette Asset Management, LLC | 1395067 | $765.9M | 784 | Q3 2026 |
| Hendershot Investments Inc. | 1541496 | $765.5M | 134 | last filed Q2 2026 |
| NetEase, Inc. | 1110646 | $765.4M | 2 | last filed Q2 2026 |
| Clearstead Trust, LLC | 1708001 | $765.0M | 970 | last filed Q2 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2044324 | $764.7M | 133 | last filed Q2 2026 |
| TSG Advice Partners, LLC | 2111347 | $764.1M | 141 | Q3 2026 |
| JBF Capital, Inc. | 1483864 | $764.0M | 99 | last filed Q2 2026 |
| Meiji Yasuda America Inc | 2072353 | $764.0M | 57 | Q3 2026 |
| United Capital Management of KS, Inc. | 1753219 | $763.4M | 98 | last filed Q2 2026 |
| Kelman-Lazarov, Inc. | 1672067 | $763.3M | 154 | last filed Q2 2026 |
| JB Investments Management, LLC | 1523988 | $763.0M | 10 | last filed Q1 2022 |
| SENTINEL PENSION ADVISORS, LLC | 1802290 | $762.3M | 147 | last filed Q2 2026 |
| Ironwood Investment Counsel, LLC | 1330463 | $762.2M | 267 | last filed Q2 2026 |
| Skylands Capital, LLC | 1299910 | $762.1M | 164 | Q3 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 2057056 | $761.8M | 246 | last filed Q2 2026 |
| JOHNSON & JOHNSON | 200406 | $761.7M | 15 | Q3 2026 |
| Osborn Williams & Donohoe LLC | 1583000 | $761.7M | 259 | last filed Q1 2020 |
| Westside Investment Management, Inc. | 1538383 | $761.3M | 1,446 | last filed Q2 2026 |
| Biltmore Family Office, LLC | 1731123 | $760.9M | 333 | last filed Q2 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | 846797 | $760.8M | 193 | last filed Q2 2026 |
| CAPITAL GROWTH MANAGEMENT LP | 868491 | $760.6M | 50 | last filed Q3 2022 |
| Horst & Graben Wealth Management LLC | 1818207 | $760.2M | 205 | last filed Q2 2026 |
| Keating Financial Advisory Services, Inc. | 2103443 | $759.6M | 2,608 | last filed Q2 2026 |
| Xcelsior Advisor Partners LLC | 2110679 | $759.3M | 452 | last filed Q2 2026 |
| Insight Wealth Partners, LLC | 1627003 | $759.1M | 137 | Q3 2026 |
| Rollins Financial Advisors, LLC | 1884018 | $759.1M | 168 | last filed Q2 2026 |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1845445 | $758.8M | 209 | last filed Q3 2024 |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 1274196 | $758.7M | 39 | last filed Q3 2025 |
| Alvarez & Marsal Private Wealth Partners, LLC | 2109121 | $758.6M | 107 | last filed Q2 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1695344 | $758.1M | 265 | last filed Q2 2026 |
| Triasima Portfolio Management inc. | 1938757 | $757.9M | 137 | Q3 2026 |
| LANNEBO FONDER AB | 1748965 | $757.8M | 33 | last filed Q4 2023 |
| SAWGRASS ASSET MANAGEMENT LLC | 1105467 | $757.3M | 193 | last filed Q2 2026 |
| McLean Asset Management Corp | 1833140 | $756.5M | 181 | last filed Q2 2026 |
| MATAURO, LLC | 2052964 | $756.4M | 158 | last filed Q2 2026 |
| ACADEMY CAPITAL MANAGEMENT | 1031972 | $756.3M | 36 | last filed Q2 2026 |
| O'Brien Wealth Partners LLC | 1689874 | $756.2M | 110 | last filed Q4 2025 |
| Capital One, National Association | 47288 | $756.0M | 314 | last filed Q4 2019 |
| CIBC BANK USA | 1279912 | $755.8M | 271 | last filed Q4 2019 |
| COMERICA SECURITIES INC | 1399248 | $755.6M | 398 | last filed Q4 2018 |
| NORTHSTAR INVESTMENT ADVISORS LLC | 1106505 | $755.5M | 160 | last filed Q2 2021 |
| Abbrea Capital, LLC | 1697646 | $755.3M | 226 | last filed Q2 2024 |
| FIRST MERCANTILE TRUST CO | 1259664 | $755.2M | 837 | last filed Q3 2021 |
| Polymer Capital Management (US) LLC | 1973324 | $755.2M | 604 | last filed Q2 2026 |
| SANDERS MORRIS HARRIS LLC | 1053994 | $755.1M | 325 | Q3 2026 |
| Pier Capital, LLC | 1310051 | $754.6M | 129 | last filed Q2 2026 |
| GR FINANCIAL GROUP, LLC | 2011751 | $754.5M | 45 | Q3 2026 |
| Hughes Financial Services, LLC | 2054465 | $754.5M | 1,839 | last filed Q2 2026 |
| Founders Financial Alliance, LLC | 1832190 | $754.5M | 779 | last filed Q2 2026 |
| Kinsale Capital Group, Inc. | 1669162 | $754.4M | 41 | last filed Q2 2026 |
| Stanley Capital Management, LLC | 1518934 | $754.3M | 37 | last filed Q2 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1018561 | $753.5M | 223 | last filed Q2 2026 |
| Secure Asset Management, LLC | 1800692 | $753.1M | 325 | Q3 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | 764611 | $751.3M | 95 | Q3 2026 |
| TRB Wealth Management, LLC | 2130988 | $751.3M | 296 | last filed Q2 2026 |
| CVC Capital Partners VI Ltd | 1838970 | $750.9M | 3 | last filed Q4 2023 |
| FCPM III SERVICES B.V. | 2013410 | $750.4M | 11 | last filed Q2 2026 |
| Security Financial Services, INC. | 1913590 | $750.1M | 200 | Q3 2026 |
| Cercano Management LLC | 1936416 | $749.9M | 131 | last filed Q2 2026 |
| Bienville Capital Management, LLC | 1605070 | $749.7M | 92 | last filed Q2 2026 |
| Qtron Investments LLC | 1768099 | $749.6M | 449 | last filed Q2 2026 |
| Dubuque Bank & Trust Co | 933482 | $748.4M | 245 | last filed Q3 2023 |
| Balboa Wealth Partners | 1929008 | $747.7M | 467 | Q3 2026 |
| Lebenthal Global Advisors, LLC | 1845766 | $747.0M | 198 | Q3 2026 |
| Defilade Capital Management, L.P. | 2088557 | $746.9M | 39 | last filed Q2 2026 |
| Echo Street Capital Management LLC | 1352342 | $746.9M | 2 | last filed Q4 2023 |
| Broadfin Capital, LLC | 1511901 | $746.8M | 38 | last filed Q4 2019 |
| Permanent Capital Management, LP | 2054108 | $746.7M | 211 | last filed Q2 2026 |
| Austin Asset Management Co Inc | 1902024 | $746.7M | 96 | Q3 2026 |
| SFE Investment Counsel | 1317784 | $746.6M | 150 | Q3 2026 |
| Covenant Asset Management, LLC | 1697717 | $746.1M | 149 | Q3 2026 |
| LS Investment Advisors, LLC | 1455845 | $746.0M | 128 | Q3 2026 |
| EagleClaw Capital Managment, LLC | 1607636 | $745.4M | 145 | last filed Q2 2026 |
| AUXIER ASSET MANAGEMENT LLC | 1105863 | $745.2M | 184 | last filed Q2 2026 |
| CIBC Capital Markets (Europe) S.A. | 2045104 | $744.6M | 10 | last filed Q2 2026 |
| Heritage Investment Group, Inc. | 1876811 | $744.4M | 135 | last filed Q2 2026 |
| Helix Partners Management LP | 1995612 | $744.1M | 12 | last filed Q2 2026 |
| AH Equity Partners III, L.L.C. | 1540361 | $743.9M | 13 | last filed Q3 2022 |
| Northwest Financial Advisors | 2010635 | $743.3M | 95 | Q3 2026 |
| North Growth Management Ltd. | 1745796 | $742.9M | 48 | Q3 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1089755 | $742.8M | 29 | last filed Q2 2026 |
| CFO4Life Group, LLC | 1706351 | $742.8M | 236 | last filed Q2 2026 |
| Greenfield FTC, Inc. | 1842727 | $742.5M | 4 | Q3 2026 |
| WILKINS INVESTMENT COUNSEL INC | 1276853 | $742.0M | 119 | last filed Q2 2026 |
| Tolleson Wealth Management, Inc. | 1772937 | $741.9M | 96 | last filed Q2 2026 |
| Blue Fin Capital, Inc. | 1576102 | $741.6M | 164 | Q3 2026 |
| Torray Investment Partners LLC | 98758 | $741.3M | 91 | last filed Q2 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1103245 | $741.1M | 187 | Q3 2026 |
| Newbrook Capital Advisors LP | 1389875 | $740.6M | 14 | last filed Q2 2026 |
| BEARING POINT CAPITAL, LLC | 2052916 | $740.2M | 203 | last filed Q2 2026 |
| PSG Equity L.L.C. | 1865991 | $740.1M | 1 | Q3 2026 |
| Copos Capital B.V. | 2111344 | $740.0M | 42 | last filed Q2 2026 |
| JLB & ASSOCIATES INC | 1085227 | $739.9M | 68 | Q3 2026 |
| Grey Street Capital, LLC | 1967335 | $738.7M | 487 | last filed Q1 2024 |
| Deep Basin Capital LP | 1719655 | $738.7M | 40 | last filed Q4 2020 |
| Estabrook Capital Management | 1344717 | $738.6M | 344 | last filed Q2 2026 |
| Everest Financial Group LLC | 2056391 | $738.4M | 208 | last filed Q2 2026 |
| BDF-GESTION | 1632812 | $738.4M | 145 | Q3 2026 |
| GFI Investment Counsel Ltd. | 1688774 | $737.3M | 30 | last filed Q2 2026 |
| Manchester Capital Management LLC | 1393389 | $736.4M | 1,319 | Q3 2026 |
| Kingsway Capital Partners Ltd | 2145813 | $736.0M | 5 | last filed Q2 2026 |
| Walmart Inc. | 104169 | $736.0M | 3 | last filed Q2 2026 |
| S-Bank Fund Management Ltd | 2036461 | $735.9M | 249 | last filed Q2 2026 |
| CPC Advisors, LLC | 1805250 | $735.1M | 185 | Q3 2026 |
| DAIDO LIFE INSURANCE CO | 1173460 | $735.1M | 6 | last filed Q2 2026 |
| Virtus Wealth Solutions LLC | 2045870 | $735.0M | 53 | last filed Q2 2026 |
| MainStreet Investment Advisors LLC | 1729854 | $734.3M | 166 | last filed Q2 2026 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1474069 | $733.9M | 13 | last filed Q2 2026 |
| Annandale Capital, LLC | 1811739 | $732.8M | 125 | last filed Q2 2026 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 351051 | $732.6M | 8 | last filed Q2 2026 |
| CHICAGO TRUST Co NA | 1601539 | $732.6M | 375 | Q3 2026 |
| Liquid Strategies, LLC | 1774727 | $732.3M | 7 | last filed Q2 2026 |
| Decheng Capital LLC | 2010850 | $731.7M | 14 | last filed Q2 2026 |
| Well Done, LLC | 1667132 | $731.5M | 213 | Q3 2026 |
| ThornTree Capital Partners LP | 1688511 | $731.3M | 19 | last filed Q2 2026 |
| M Holdings Securities, Inc. | 1569638 | $731.1M | 148 | last filed Q2 2026 |
| Endurance Wealth Management, Inc. | 1476225 | $731.1M | 636 | last filed Q2 2023 |
| TIRSCHWELL & LOEWY INC | 884535 | $730.9M | 66 | last filed Q1 2019 |
| SP Asset Management | 1751817 | $730.7M | 107 | last filed Q3 2022 |
| KKM Financial LLC | 2001943 | $729.9M | 169 | last filed Q2 2026 |
| IFG Advisors, LLC | 1783412 | $729.7M | 161 | Q3 2026 |
| Vanderbilt University | 1825985 | $728.3M | 74 | last filed Q2 2026 |
| PROFFITT & GOODSON INC | 1123812 | $728.1M | 294 | last filed Q2 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 740272 | $727.7M | 129 | Q3 2026 |
| Stenger Family Office, LLC | 2056106 | $727.7M | 131 | Q3 2026 |
| INSPIRE TRUST CO, N.A. | 1993352 | $727.3M | 111 | last filed Q2 2026 |
| Lombard Odier Asset Management (USA) Corp | 1491719 | $726.9M | 114 | last filed Q2 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | 1730467 | $726.6M | 43 | last filed Q2 2026 |
| Prospera Capital Management, LLC | 2082673 | $726.1M | 77 | Q3 2026 |
| Radnor Capital Management, LLC | 1696867 | $725.9M | 320 | Q3 2026 |
| Maia Wealth LLC | 2010858 | $725.8M | 348 | Q3 2026 |
| Financial Planning & Information Services, Inc. | 1841433 | $725.7M | 88 | last filed Q3 2024 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1752758 | $725.3M | 170 | Q3 2026 |
| Murchinson Ltd. | 1838556 | $724.8M | 84 | last filed Q2 2026 |
| Tensile Capital Management LP | 1598843 | $724.3M | 22 | last filed Q2 2026 |
| Curi Wealth Management, LLC | 1851184 | $723.9M | 160 | last filed Q4 2023 |
| Palo Alto Investors LP | 1306923 | $723.7M | 52 | last filed Q2 2026 |
| Avitas Wealth Management LLC | 1734565 | $723.0M | 190 | last filed Q4 2024 |
| Stablepoint Partners, LLC | 2011237 | $722.7M | 260 | last filed Q2 2026 |
| Stonebridge Financial Group, LLC/CA | 2142299 | $722.2M | 310 | last filed Q2 2026 |
| SC&H Financial Advisors, Inc. | 1907898 | $722.2M | 158 | Q3 2026 |
| Myriad Asset Management Ltd. | 1541349 | $721.8M | 85 | last filed Q1 2022 |
| ALLEN OPERATIONS LLC | 1389544 | $721.7M | 33 | last filed Q2 2026 |
| Hazelview Securities Inc. | 1705265 | $721.7M | 83 | last filed Q2 2026 |
| GCQ FUNDS MANAGEMENT PTY Ltd | 2031554 | $721.4M | 14 | last filed Q2 2026 |
| ASK CAPITAL MANAGEMENT, LLC | 2056598 | $721.0M | 4 | last filed Q2 2026 |
| Deeter Investments LLP | 1675711 | $720.9M | 97 | last filed Q2 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | 1275228 | $720.8M | 80 | last filed Q2 2026 |
| Phocas Financial Corp. | 1356783 | $720.7M | 153 | last filed Q2 2026 |
| MURPHY CAPITAL MANAGEMENT INC | 1056515 | $720.2M | 217 | last filed Q2 2022 |
| Drexel Morgan & Co. | 1508512 | $718.8M | 60 | last filed Q2 2026 |
| Venrock Management V, LLC | 1444116 | $718.6M | 2 | last filed Q4 2021 |
| Elgethun Capital Management | 1638022 | $717.8M | 174 | last filed Q2 2026 |
| Gilman Hill Asset Management, LLC | 1551969 | $717.5M | 222 | Q3 2026 |
| Cohen Capital Management, Inc. | 1508120 | $717.3M | 153 | Q3 2026 |
| MM Capital LLC | 1483617 | $717.0M | 5 | last filed Q2 2020 |
| Canvas Wealth Advisors, LLC | 1858782 | $716.9M | 251 | last filed Q2 2026 |
| Beacon Capital Management, LLC | 1921487 | $716.3M | 169 | Q3 2026 |
| Arden Trust Co | 1780607 | $716.3M | 234 | last filed Q2 2024 |
| Rather & Kittrell, Inc. | 1582112 | $715.6M | 108 | last filed Q2 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | 1814011 | $714.6M | 26 | last filed Q2 2026 |
| First Commonwealth Financial Corp /PA/ | 712537 | $714.6M | 269 | last filed Q2 2026 |
| KCL Capital, L.P. | 1722967 | $714.4M | 19 | last filed Q2 2023 |
| Trust Co of the South | 2008165 | $714.3M | 140 | Q3 2026 |
| Teilinger Capital Ltd. | 1531879 | $714.2M | 8 | last filed Q2 2026 |
| Huntleigh Advisors, Inc. | 1367653 | $714.2M | 303 | last filed Q2 2026 |
| Convergence Financial, LLC | 2034001 | $714.0M | 262 | Q3 2026 |
| MAK CAPITAL ONE LLC | 1385702 | $713.8M | 17 | last filed Q2 2026 |
| Optas, LLC | 1802961 | $713.7M | 494 | last filed Q2 2026 |
| ZEVIN ASSET MANAGEMENT LLC | 1394096 | $712.7M | 97 | last filed Q2 2026 |