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 17 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Balefire, LLC | 1750924 | $635.9M | 463 | Q3 2026 |
| Maytus Capital Management, LLC | 1708759 | $635.7M | 62 | last filed Q2 2026 |
| Berman Capital Advisors, LLC | 1720336 | $635.6M | 2,043 | last filed Q3 2021 |
| Tetragon Partners GP Ltd | 1515070 | $635.1M | 36 | last filed Q2 2026 |
| Golden Reserve Retirement LLC | 2066488 | $634.9M | 112 | last filed Q2 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 1091961 | $634.8M | 176 | last filed Q2 2026 |
| Spinnaker Investment Group, LLC | 1911067 | $634.6M | 177 | Q3 2026 |
| Altiora Financial Group, LLC | 1986156 | $634.5M | 112 | last filed Q2 2026 |
| THRC Management, LLC | 1834450 | $634.3M | 19 | last filed Q1 2022 |
| AEGIS FINANCIAL CORP | 1140753 | $633.2M | 39 | last filed Q2 2026 |
| GRIES FINANCIAL LLC | 1049662 | $632.7M | 323 | last filed Q3 2025 |
| KAHN BROTHERS GROUP INC | 1039565 | $632.7M | 48 | last filed Q2 2026 |
| DARRELL & KING LLC | 1659189 | $632.7M | 43 | last filed Q4 2020 |
| Drucker Wealth 3.0, LLC | 2031642 | $632.3M | 289 | last filed Q2 2026 |
| Delaney Capital Management Ltd. | 2140766 | $632.2M | 53 | last filed Q2 2026 |
| Peak Retirement Planning, Inc. | 2056697 | $631.6M | 194 | last filed Q2 2026 |
| Sunburst Financial Group, LLC | 1800158 | $631.4M | 134 | Q3 2026 |
| Kesler, Norman & Wride, LLC | 1840455 | $631.4M | 271 | last filed Q2 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | 1964722 | $631.3M | 238 | Q3 2026 |
| Generali Powszechne Towarzystwo Emerytalne | 2042955 | $631.1M | 25 | last filed Q2 2026 |
| Machina Capital S.A.S. | 1744373 | $631.1M | 368 | last filed Q2 2026 |
| Atlas Venture Associates IX, LLC | 1780067 | $631.0M | 7 | last filed Q4 2020 |
| RAM Investment Partners, LLC | 1989672 | $630.9M | 139 | Q3 2026 |
| Atlanta Consulting Group Advisors, LLC | 2019038 | $630.8M | 185 | last filed Q2 2026 |
| Alley Co LLC | 1569141 | $630.7M | 88 | last filed Q4 2021 |
| Trails Edge Capital Partners, LP | 2077247 | $629.9M | 35 | last filed Q2 2026 |
| St. James Investment Company, LLC | 1504492 | $629.8M | 24 | last filed Q2 2026 |
| Pearl River Capital, LLC | 1714260 | $629.7M | 400 | last filed Q2 2024 |
| Great Point Wealth Advisors, LLC | 1760304 | $629.6M | 68 | Q3 2026 |
| HALSEY ASSOCIATES INC/CT | 1034188 | $629.3M | 107 | last filed Q3 2019 |
| Park Place Capital Corp | 1965810 | $629.3M | 1,092 | last filed Q2 2026 |
| DUDLEY & SHANLEY, INC. | 883511 | $629.2M | 36 | Q3 2026 |
| NSI Retail Advisors, LLC | 1866574 | $629.0M | 19 | last filed Q4 2024 |
| Formidable Asset Management, LLC | 1592613 | $628.8M | 387 | last filed Q2 2026 |
| D L CARLSON INVESTMENT GROUP INC | 1021117 | $628.1M | 133 | last filed Q2 2026 |
| RBO & CO LLC | 1162827 | $628.1M | 56 | last filed Q2 2026 |
| Elk River Wealth Management LLC | 1844107 | $627.7M | 103 | last filed Q2 2026 |
| Financial Strategies Group, Inc. | 1774343 | $627.6M | 100 | last filed Q2 2026 |
| TLWM | 1732537 | $627.5M | 74 | Q3 2026 |
| Three Arch Wealth Management LLC | 2109462 | $627.3M | 68 | Q3 2026 |
| Aspen Wealth Management LLC | 1895252 | $627.2M | 134 | Q3 2026 |
| RGT Wealth Advisors, LLC | 1689872 | $627.2M | 114 | last filed Q3 2022 |
| SATOVSKY ASSET MANAGEMENT LLC | 1807288 | $627.2M | 74 | last filed Q2 2026 |
| SMI Advisory Services, LLC | 1609008 | $626.5M | 59 | Q3 2026 |
| BRIGHT VALLEY CAPITAL Ltd | 1965546 | $626.0M | 19 | last filed Q2 2026 |
| Fortis Group Advisors, LLC | 1815183 | $625.9M | 619 | last filed Q2 2026 |
| NF Trinity Capital (Hong Kong) Ltd | 1637643 | $625.8M | 39 | last filed Q1 2019 |
| LMG Wealth Partners, LLC | 1965772 | $625.8M | 166 | last filed Q2 2026 |
| Ashurst Perkins Coie Trust Co | 1513038 | $625.7M | 499 | Q3 2026 |
| THIRD AVENUE MANAGEMENT LLC | 1099281 | $625.3M | 55 | last filed Q2 2026 |
| KPS Global Asset Management UK Ltd | 1799162 | $625.2M | 4 | Q3 2026 |
| Avidity Partners Management LP | 1791827 | $624.4M | 45 | last filed Q2 2026 |
| PKS Advisory Services, LLC | 1605401 | $624.1M | 377 | Q3 2026 |
| Al Mehwar Commercial Investments LLC | 1801297 | $623.9M | 1 | last filed Q4 2025 |
| East Coast Asset Management, LLC. | 1579254 | $623.9M | 81 | last filed Q2 2026 |
| KAYS FINANCIAL ADVISORY CORP /ADV | 766018 | $623.9M | 86 | last filed Q3 2020 |
| Proactive Wealth Strategies LLC | 2043129 | $623.2M | 222 | last filed Q2 2026 |
| Verum Partners LLC | 1958984 | $622.8M | 198 | Q3 2026 |
| Parkwoods Wealth Partners, LLC | 2042772 | $622.5M | 168 | last filed Q2 2026 |
| Lind Value II ApS | 1891185 | $622.0M | 7 | last filed Q2 2026 |
| BOENNING & SCATTERGOOD, INC. | 12933 | $622.0M | 398 | last filed Q4 2022 |
| Accel Leaders 3 Associates L.P. | 1832690 | $621.9M | 1 | last filed Q2 2026 |
| FLC Capital Advisors | 1713697 | $621.7M | 229 | last filed Q2 2026 |
| RELIANCE TRUST CO OF DELAWARE | 1583864 | $621.2M | 373 | last filed Q1 2019 |
| Tyler-Stone Wealth Management | 1912584 | $621.0M | 330 | last filed Q2 2025 |
| RIT CAPITAL PARTNERS PLC | 939334 | $620.6M | 13 | last filed Q2 2026 |
| Intel Corp | 50863 | $620.6M | 2 | last filed Q2 2026 |
| First PREMIER Bank | 1653926 | $620.6M | 388 | Q3 2026 |
| BRANDYWINE TRUST CO | 1123803 | $620.6M | 33 | last filed Q2 2026 |
| Gateway Advisory, LLC | 1512404 | $620.2M | 131 | last filed Q3 2024 |
| MinichMacGregor Wealth Management, LLC | 1744318 | $620.1M | 159 | Q3 2026 |
| AMARILLO NATIONAL BANK | 1053013 | $620.1M | 87 | Q3 2026 |
| SAGE RHINO CAPITAL LLC | 1771605 | $620.1M | 367 | Q3 2026 |
| Ellsworth Advisors, LLC | 1843553 | $620.1M | 193 | Q3 2026 |
| Te Ahumairangi Investment Management Ltd | 1832237 | $619.9M | 86 | last filed Q2 2026 |
| Highland Private Wealth Management | 1664772 | $619.9M | 183 | last filed Q3 2022 |
| Watts Gwilliam & Co., LLC | 1657733 | $619.8M | 223 | last filed Q3 2025 |
| Performa Ltd (US), LLC | 1650303 | $619.7M | 49 | last filed Q2 2026 |
| ROBOTTI ROBERT | 1105838 | $619.5M | 61 | last filed Q2 2026 |
| Mason & Associates Inc | 1917686 | $619.0M | 161 | last filed Q2 2026 |
| Conrad Siegel Investment Advisors, Inc. | 1905875 | $618.2M | 74 | Q3 2026 |
| Allegiant Private Advisors, LLC | 1843631 | $618.1M | 164 | last filed Q2 2021 |
| KCM Capital Inc | 2026745 | $617.9M | 33 | last filed Q2 2026 |
| KEB ASSET MANAGEMENT, LLC | 1903035 | $617.8M | 137 | last filed Q2 2026 |
| Granite Investment Advisors, LLC | 1464586 | $617.7M | 177 | last filed Q3 2021 |
| CacheTech Inc. | 2013390 | $617.5M | 169 | last filed Q2 2026 |
| PBMares Wealth Management LLC | 1801682 | $616.9M | 196 | last filed Q3 2025 |
| Kistler-Tiffany Companies, LLC | 1541897 | $616.4M | 898 | last filed Q2 2023 |
| Nextech Invest Ltd. | 1911010 | $616.4M | 15 | last filed Q4 2024 |
| Financial Gravity Companies, Inc. | 1377167 | $616.4M | 1,040 | last filed Q2 2026 |
| Birnam Oak Advisors, LP | 1997245 | $616.1M | 39 | last filed Q2 2026 |
| CADINHA & CO LLC | 923469 | $616.0M | 107 | Q3 2026 |
| AIRE ADVISORS, LLC | 1908177 | $615.9M | 172 | Q3 2026 |
| Baring Fintech Fund III Managers Ltd | 2053281 | $615.7M | 1 | last filed Q2 2026 |
| Westover Capital Advisors, LLC | 1483467 | $615.7M | 244 | Q3 2026 |
| SkyOak Wealth, LLC | 1800379 | $615.6M | 239 | Q3 2026 |
| Legacy Financial Strategies, LLC | 1723925 | $615.5M | 145 | Q3 2026 |
| Alpine Global Management, LLC | 1581655 | $615.4M | 275 | last filed Q2 2026 |
| International Value Advisers, LLC | 1456417 | $615.1M | 21 | last filed Q4 2020 |
| Odyssean, LLC | 2092853 | $614.9M | 485 | last filed Q2 2026 |
| Financial Security Advisor, Inc. | 1997602 | $614.8M | 161 | last filed Q2 2026 |
| All Terrain Financial Advisors, LLC | 1731358 | $614.6M | 157 | last filed Q2 2026 |
| Whitaker-Myers Wealth Managers, LTD. | 1973849 | $614.0M | 123 | Q3 2026 |
| Grant Street Asset Management, Inc. | 1740642 | $613.6M | 91 | Q3 2026 |
| Sands Capital Alternatives, LLC | 1846444 | $613.5M | 24 | last filed Q2 2026 |
| Turim 21 Investimentos Ltda. | 1652174 | $613.3M | 121 | last filed Q2 2026 |
| ERn Financial, LLC | 1768302 | $613.2M | 163 | Q3 2026 |
| M. Kulyk & Associates, LLC | 1842370 | $612.9M | 113 | last filed Q2 2026 |
| Community Bank & Trust, Waco, Texas | 1654847 | $612.3M | 173 | Q3 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | 1632096 | $612.1M | 81 | last filed Q2 2026 |
| Baker Chad R | 1666470 | $611.5M | 52 | Q3 2026 |
| Platform Technology Partners | 1830817 | $611.2M | 393 | last filed Q2 2026 |
| Key Financial Inc | 1801720 | $610.6M | 1,356 | last filed Q2 2026 |
| FRG Family Wealth Advisors LLC | 1893327 | $610.5M | 154 | last filed Q1 2026 |
| Integrated Quantitative Investments LLC | 2046834 | $610.5M | 373 | last filed Q2 2026 |
| Addison Capital Co | 1581465 | $610.4M | 184 | last filed Q2 2026 |
| Francis Financial, Inc. | 1727514 | $610.4M | 131 | last filed Q2 2026 |
| GRACE & WHITE INC /NY | 903064 | $610.3M | 135 | Q3 2026 |
| Portfolio Design Labs, LLC | 2010278 | $610.0M | 227 | last filed Q2 2026 |
| FIDUCIARY TRUST INTERNATIONAL LLC | 1424480 | $610.0M | 134 | last filed Q2 2020 |
| STEGINSKY CAPITAL LLC | 1120048 | $609.8M | 8 | Q3 2026 |
| Palogic Value Management, L.P. | 1532943 | $609.8M | 194 | last filed Q2 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 1067324 | $609.6M | 147 | Q3 2026 |
| High Note Wealth, LLC | 1807283 | $609.6M | 975 | Q3 2026 |
| DGS Capital Management, LLC | 1900110 | $609.4M | 619 | last filed Q1 2026 |
| Mattern Wealth Management LLC | 1802376 | $609.3M | 183 | last filed Q2 2026 |
| Sompo Asset Management Co., Ltd. | 1533504 | $609.2M | 177 | last filed Q2 2026 |
| Opes Wealth Management LLC | 1766918 | $608.6M | 141 | last filed Q1 2026 |
| Delta Investment Management, LLC | 1757043 | $607.7M | 293 | last filed Q2 2026 |
| MASON CAPITAL MANAGEMENT LLC | 1218735 | $607.0M | 9 | last filed Q2 2026 |
| Crescent Capital Consulting, LLC | 1676613 | $607.0M | 486 | last filed Q4 2021 |
| Conifer Management, L.L.C. | 1773994 | $606.7M | 6 | last filed Q2 2026 |
| Sterling Investment Advisors, Ltd. | 1701132 | $606.4M | 229 | Q3 2026 |
| LANDAAS & CO /WI /ADV | 913990 | $606.3M | 160 | Q3 2026 |
| Family Investment Center, Inc. | 1897700 | $606.2M | 112 | Q3 2026 |
| SKBA CAPITAL MANAGEMENT LLC | 932024 | $606.0M | 79 | last filed Q2 2026 |
| Seven Fleet Capital Management LP | 2092021 | $605.9M | 96 | last filed Q2 2026 |
| Pettinga Financial Advisors LLC | 1694592 | $605.7M | 158 | Q3 2026 |
| BANC FUNDS CO LLC | 1029311 | $605.5M | 92 | last filed Q2 2026 |
| SHAH CAPITAL MANAGEMENT | 1383838 | $605.3M | 11 | Q3 2026 |
| Verbena Value LP | 2082932 | $605.3M | 31 | last filed Q2 2026 |
| Kendall Capital Management | 1731372 | $605.1M | 233 | Q3 2026 |
| Jackson Hole Capital Partners, LLC | 1767049 | $605.1M | 312 | last filed Q1 2026 |
| Requisite Capital Management, LLC | 1730573 | $605.0M | 127 | last filed Q2 2026 |
| Twele Capital Management, Inc. | 1411268 | $604.8M | 39 | Q3 2026 |
| Davidson Capital Management Inc. | 1808748 | $604.5M | 99 | Q3 2026 |
| VeraBank, N.A. | 1767297 | $604.4M | 167 | last filed Q2 2026 |
| Sio Capital Management, LLC | 1482416 | $604.3M | 59 | last filed Q2 2026 |
| Morse Asset Management, Inc | 1705711 | $603.8M | 415 | last filed Q2 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 842766 | $603.6M | 159 | last filed Q2 2026 |
| Varenne Capital Partners | 1902567 | $603.3M | 30 | last filed Q2 2026 |
| Eagle Health Investments LP | 1842545 | $603.3M | 27 | last filed Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | $603.3M | 891 | last filed Q2 2026 |
| Oakwell Private Wealth Management, LLC | 1844024 | $603.2M | 83 | last filed Q2 2026 |
| Fund 1 Investments, LLC | 1959730 | $603.1M | 45 | last filed Q2 2026 |
| GSK plc | 1131399 | $602.2M | 13 | last filed Q2 2026 |
| Argent Wealth Management LLC | 1801770 | $601.8M | 170 | last filed Q2 2020 |
| BRASS TAX WEALTH MANAGEMENT, INC | 2002603 | $601.5M | 246 | last filed Q3 2025 |
| Aveo Capital Partners, LLC | 1576584 | $601.2M | 177 | last filed Q1 2025 |
| HOLDERNESS INVESTMENTS CO | 1184820 | $599.8M | 261 | last filed Q2 2026 |
| BTG Pactual Global Asset Management Ltd | 1567992 | $599.6M | 119 | last filed Q1 2024 |
| Biltmore Capital Advisors LLC | 1626632 | $599.1M | 156 | last filed Q4 2021 |
| Manhattan West Asset Management, LLC | 1904770 | $598.9M | 185 | last filed Q2 2026 |
| Systelligence, LLC | 1882691 | $598.7M | 62 | last filed Q2 2026 |
| VALUE HOLDINGS MANAGEMENT CO. LLC | 1695658 | $598.3M | 24 | last filed Q2 2026 |
| Interchange Capital Partners, LLC | 1845998 | $598.1M | 449 | Q3 2026 |
| GWN SECURITIES INC. | 1265905 | $598.0M | 486 | last filed Q2 2026 |
| DUNCKER STREETT & CO INC | 1020585 | $598.0M | 504 | Q3 2026 |
| Greylin Investment Management, Inc | 1158583 | $597.9M | 82 | last filed Q2 2024 |
| Woodson Capital Management, LP | 1697848 | $597.4M | 26 | last filed Q2 2026 |
| TPI Fund Managers Ltd | 1785438 | $596.9M | 34 | last filed Q2 2022 |
| WestHill Financial Advisors, Inc. | 1759641 | $596.6M | 92 | Q3 2026 |
| Lodge Hill Capital, LLC | 1598245 | $596.4M | 27 | last filed Q2 2026 |
| Great Diamond Partners, LLC | 1801112 | $595.5M | 238 | Q3 2026 |
| Rockport Wealth LLC | 2022866 | $595.3M | 110 | last filed Q2 2026 |
| SOA Wealth Advisors, LLC. | 1849444 | $595.1M | 892 | last filed Q2 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1105344 | $595.0M | 264 | Q3 2026 |
| KPP Advisory Services LLC | 1989349 | $594.3M | 320 | Q3 2026 |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 12532 | $594.2M | 257 | last filed Q1 2024 |
| CV Advisors LLC | 1872254 | $594.1M | 113 | Q3 2026 |
| RPTC Inc. | 1714450 | $593.8M | 7 | last filed Q2 2026 |
| Drake & Associates, LLC | 1935795 | $593.7M | 108 | last filed Q2 2026 |
| Paradice Investment Management LLC | 1620275 | $593.6M | 22 | Q3 2026 |
| ALM First Financial Advisors, LLC | 1950054 | $593.6M | 22 | last filed Q2 2026 |
| JMAC ENTERPRISES LLC | 1907294 | $593.5M | 122 | last filed Q2 2026 |
| Science & Technology Partners, L.P. | 2029433 | $593.3M | 84 | last filed Q2 2026 |
| Astoria Portfolio Advisors LLC. | 1931642 | $593.0M | 354 | last filed Q2 2026 |
| Intesa Sanpaolo Wealth Management | 2110902 | $592.0M | 310 | Q3 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | 2050972 | $591.8M | 362 | last filed Q2 2026 |
| Iowa State Bank | 1546967 | $591.7M | 116 | Q3 2026 |
| FinTrust Capital Advisors, LLC | 1622001 | $591.3M | 1,368 | last filed Q3 2024 |
| BetterWealth, LLC | 1911702 | $590.9M | 86 | Q3 2026 |
| Hobart Private Capital, LLC | 1767062 | $590.7M | 151 | Q3 2026 |
| Spark Growth Management Partners, LLC | 1608856 | $590.6M | 1 | last filed Q1 2021 |
| Roystone Capital Management LP | 1582271 | $590.4M | 22 | last filed Q4 2018 |
| Cedar Mountain Advisors, LLC | 1798986 | $589.9M | 1,163 | Q3 2026 |
| Anatole Investment Management Ltd | 1693745 | $589.8M | 13 | last filed Q2 2026 |
| Dorsey Wright & Associates | 1376772 | $589.8M | 131 | last filed Q2 2026 |
| MIG Capital, LLC | 1425649 | $589.4M | 43 | last filed Q4 2025 |
| Estuary Capital Management LP | 1965005 | $589.3M | 21 | last filed Q2 2026 |
| Gibson Capital, LLC | 1427372 | $589.2M | 92 | Q3 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | 1893893 | $589.0M | 181 | Q3 2026 |
| Marotta Asset Management | 1802091 | $588.9M | 101 | Q3 2026 |
| MFA WEALTH ADVISORS, LLC | 1688184 | $588.8M | 93 | Q3 2026 |
| Solel Partners LP | 1790604 | $588.5M | 24 | last filed Q2 2026 |
| New World Advisors LLC | 1767724 | $588.4M | 125 | last filed Q2 2026 |
| Triata Capital Ltd | 2014039 | $588.3M | 12 | last filed Q2 2026 |
| Professional Financial Advisors, LLC | 1798221 | $587.9M | 140 | Q3 2026 |
| NUANCE INVESTMENTS, LLC | 1473182 | $587.7M | 52 | last filed Q2 2026 |
| Teramo Advisors, LLC | 1904821 | $586.9M | 3 | Q3 2026 |
| WHALEROCK POINT PARTNERS, LLC | 1389709 | $586.9M | 207 | last filed Q2 2026 |
| Peninsula Wealth, LLC | 1600052 | $586.7M | 105 | last filed Q4 2024 |
| Davern Capital Partners, LP | 2003147 | $586.5M | 15 | last filed Q2 2026 |
| Running Oak Capital LLC | 1803994 | $586.5M | 59 | last filed Q2 2026 |
| ESL Trust Services, LLC | 1785545 | $586.5M | 266 | last filed Q2 2026 |
| WEST PACES ADVISORS INC. | 2004720 | $586.5M | 692 | Q3 2026 |
| Fortitude Family Office, LLC | 1950506 | $585.7M | 2,640 | Q3 2026 |
| REAP Financial Group, LLC | 2048581 | $585.6M | 542 | last filed Q2 2026 |
| RESOURCE CONSULTING GROUP INC | 831941 | $584.1M | 69 | last filed Q4 2023 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1016972 | $583.9M | 366 | last filed Q1 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1078246 | $583.7M | 108 | last filed Q2 2026 |
| Land & Buildings Investment Management, LLC | 1536520 | $583.4M | 19 | last filed Q2 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | 1541399 | $583.4M | 82 | Q3 2026 |
| Tufton Capital Management | 1055963 | $583.4M | 131 | Q3 2026 |
| Frisch Financial Group, Inc. | 1767730 | $582.9M | 187 | last filed Q2 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | 1803662 | $582.7M | 295 | last filed Q2 2026 |
| Southland Equity Partners LLC | 2006517 | $582.6M | 292 | Q3 2026 |
| Elk Creek Partners, LLC | 1592405 | $582.3M | 97 | last filed Q1 2020 |
| Praetorian Wealth Management, Inc. | 1818940 | $582.2M | 83 | Q3 2026 |
| 111 Capital | 2060412 | $582.1M | 488 | last filed Q2 2026 |
| Rezny Wealth Management, Inc. | 1535859 | $582.1M | 38 | Q3 2026 |
| QUEST CAPITAL MANAGEMENT INC /ADV | 826516 | $582.0M | 318 | last filed Q4 2021 |
| Liberty Capital Management, Inc. | 1366838 | $581.7M | 184 | last filed Q2 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | 1114702 | $581.7M | 170 | last filed Q2 2026 |
| Edgehill Endowment Partners, LLC | 1676623 | $581.2M | 6 | last filed Q3 2024 |
| Global Frontier Investments LLC | 1821219 | $581.0M | 30 | last filed Q2 2026 |
| Cambridge Advisors Inc. | 1633695 | $581.0M | 182 | Q3 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | 1730386 | $580.8M | 172 | last filed Q2 2026 |
| STEMPOINT CAPITAL LP | 1952142 | $580.5M | 77 | last filed Q2 2026 |
| Prosight Management, LP | 1617201 | $580.4M | 36 | last filed Q2 2026 |
| Psagot Value Holdings Ltd. | 1468428 | $580.3M | 414 | last filed Q3 2021 |
| Weil Company, Inc. | 1318011 | $580.2M | 134 | Q3 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1844835 | $580.0M | 108 | last filed Q2 2026 |
| McNamara Financial Services, Inc. | 1622431 | $579.7M | 104 | last filed Q2 2026 |
| COFG Advisors, LLC | 2104330 | $579.4M | 319 | last filed Q2 2026 |
| Intelligence Driven Advisers, LLC | 1819955 | $579.2M | 134 | Q3 2026 |
| Sixth Street Partners Management Company, L.P. | 1812095 | $579.2M | 7 | last filed Q2 2026 |
| EFG Asset Management (Americas) Corp. | 1598340 | $579.2M | 146 | last filed Q3 2025 |
| Call To Action Foundation | 1981942 | $579.0M | 1 | last filed Q2 2026 |
| Curbstone Financial Management Corp | 1608057 | $578.8M | 202 | Q3 2026 |