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 26 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| WR Wealth Planners, LLC | 2031978 | $311.0M | 1,104 | last filed Q4 2024 |
| THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 825161 | $310.9M | 78 | last filed Q1 2019 |
| KENNEDY INVESTMENT GROUP, INC. | 1978005 | $310.8M | 148 | Q3 2026 |
| Centennial Bank/AR/ | 1994744 | $310.7M | 341 | last filed Q2 2026 |
| IES Holdings, Inc. | 1048268 | $310.6M | 17 | last filed Q2 2026 |
| Claar Advisors LLC | 1593410 | $310.4M | 17 | last filed Q2 2026 |
| Applied Capital LLC | 1862965 | $310.4M | 53 | last filed Q2 2026 |
| Jump Trading, LLC | 1520770 | $310.3M | 529 | last filed Q1 2019 |
| Woodford Investment Management Ltd | 1634557 | $310.1M | 3 | last filed Q3 2019 |
| GKV Capital Management Co., Inc. | 2052321 | $309.9M | 83 | last filed Q2 2026 |
| OAK HILL CAPITAL MANAGEMENT, LLC | 1537607 | $309.9M | 1 | last filed Q3 2024 |
| Tanglewood Legacy Advisors, LLC | 1965616 | $309.8M | 280 | last filed Q2 2026 |
| Ratan Capital Management LP | 1566887 | $309.8M | 47 | last filed Q2 2026 |
| Outlook Capital Management, LLC | 2149913 | $309.8M | 42 | last filed Q2 2026 |
| Blue Water Asset Management | 2033384 | $309.8M | 108 | last filed Q2 2026 |
| One Fin Capital Management LP | 1753875 | $309.8M | 23 | last filed Q2 2026 |
| Zullo Investment Group, Inc. | 1909760 | $309.7M | 156 | Q3 2026 |
| Disciplined Investments, LLC | 1812492 | $309.6M | 144 | last filed Q2 2026 |
| Legacy Bridge, LLC | 1689144 | $309.6M | 328 | Q3 2026 |
| Blacksheep Fund Management Ltd | 1800249 | $309.6M | 7 | last filed Q2 2026 |
| Stephens Consulting, LLC | 1961632 | $309.4M | 476 | last filed Q4 2025 |
| SYMPHONY ASSET MANAGEMENT LLC | 1030815 | $309.4M | 40 | last filed Q2 2020 |
| BCU Wealth Advisors, LLC | 2003570 | $309.3M | 64 | Q3 2026 |
| BKM Wealth Management, LLC | 2007263 | $309.3M | 154 | Q3 2026 |
| Bawa N Mallick Trust | 2040013 | $309.1M | 78 | last filed Q2 2026 |
| Vision Capital Corp | 1764403 | $309.0M | 15 | last filed Q2 2026 |
| Cornerstone National Bank & Trust Co | 2104293 | $309.0M | 235 | Q3 2026 |
| Eley Financial Management, Inc | 1965267 | $308.8M | 72 | last filed Q2 2026 |
| Maltin Wealth Management, Inc. | 1764260 | $308.4M | 152 | Q3 2026 |
| Garner Asset Management Corp | 1714093 | $308.4M | 169 | last filed Q2 2026 |
| Financial Council, LLC | 1883629 | $308.3M | 106 | last filed Q2 2026 |
| Owls Nest Partners IA, LLC | 1845806 | $308.2M | 17 | last filed Q2 2026 |
| Investmark Advisory Group LLC | 1926349 | $308.2M | 171 | Q3 2026 |
| Wealth Watch Advisors, INC | 2040515 | $308.2M | 124 | last filed Q2 2026 |
| ER Collective Holdings, LLC | 2059227 | $308.0M | 1 | last filed Q2 2026 |
| ACT Advisors, LLC. | 1842554 | $307.8M | 86 | Q3 2026 |
| Pivotal bioVenture Partners Investment Advisor LLC | 1844645 | $307.8M | 13 | last filed Q2 2026 |
| 3D/L Capital Management, LLC | 1846943 | $307.8M | 81 | last filed Q3 2023 |
| BONNESS ENTERPRISES INC | 1105471 | $307.5M | 39 | Q3 2026 |
| Gemsstock Ltd. | 1724140 | $307.5M | 13 | last filed Q2 2026 |
| Cutler Group LLC / CA | 1534270 | $307.3M | 1,244 | last filed Q1 2024 |
| Envision Financial Planning, LLC | 1964460 | $307.3M | 55 | last filed Q2 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | 749763 | $307.3M | 205 | last filed Q2 2026 |
| Armor Investment Advisors, LLC | 1694079 | $306.9M | 152 | Q3 2026 |
| Abingworth LLP | 1397144 | $306.9M | 19 | last filed Q4 2022 |
| CONTINUUM WEALTH ADVISORS, LLC | 1966482 | $306.9M | 77 | Q3 2026 |
| SoundView Advisors Inc. | 2054083 | $306.9M | 32 | last filed Q2 2026 |
| Funde Sino Life Insurance Co Ltd | 1652027 | $306.8M | 7 | last filed Q2 2026 |
| LINCOLN CAPITAL CORP | 872359 | $306.4M | 100 | Q3 2026 |
| GeoSphere Capital Management, LLC | 1426876 | $306.3M | 46 | last filed Q2 2026 |
| Sculati Wealth Management, LLC | 1803397 | $306.3M | 120 | Q3 2026 |
| Kerusso Capital Management LLC | 2029597 | $306.2M | 59 | Q3 2026 |
| Bull Oak Capital, LLC | 1824263 | $306.2M | 39 | Q3 2026 |
| Meridian Financial Partners LLC | 1763722 | $306.1M | 124 | Q3 2026 |
| Blackhawk Capital Partners, LLC | 1582561 | $306.1M | 146 | last filed Q2 2026 |
| Deseret Mutual Benefit Administrators | 1789351 | $306.1M | 518 | last filed Q2 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 1050417 | $306.1M | 19 | last filed Q2 2026 |
| MBA Advisors LLC | 1848704 | $306.1M | 165 | Q3 2026 |
| PSquared Asset Management AG | 1623624 | $306.0M | 15 | last filed Q2 2026 |
| denkapparat Operations GmbH | 1999514 | $305.9M | 383 | last filed Q2 2026 |
| 1 NORTH WEALTH SERVICES LLC | 1641761 | $305.9M | 309 | last filed Q2 2026 |
| ADAPT WEALTH ADVISORS, LLC | 2013937 | $305.7M | 94 | last filed Q2 2026 |
| Tekne Capital Management, LLC | 1558971 | $305.6M | 6 | last filed Q2 2026 |
| Quartz Partners, LLC | 1659978 | $305.3M | 191 | last filed Q2 2026 |
| Freedom Financial Partners LLC | 2054598 | $305.3M | 89 | Q3 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | 2042565 | $305.3M | 26 | last filed Q2 2026 |
| Bond Capital Management, LP | 1923934 | $305.2M | 5 | last filed Q2 2026 |
| Silphium Asset Management Ltd | 1758440 | $305.2M | 54 | Q3 2026 |
| Texas Bank & Trust Co | 2056556 | $305.1M | 185 | last filed Q2 2026 |
| ACCESS FINANCIAL SERVICES, INC. | 1699622 | $305.0M | 103 | last filed Q2 2026 |
| Borer Denton & Associates, Inc. | 1993607 | $304.9M | 74 | last filed Q2 2026 |
| Allred Capital Management, LLC | 1765885 | $304.5M | 162 | last filed Q2 2026 |
| Rede Wealth, LLC | 1842054 | $304.4M | 116 | Q3 2026 |
| IronBridge Private Wealth, LLC | 1850996 | $304.4M | 47 | last filed Q2 2026 |
| CRCM LP | 1483234 | $304.1M | 14 | last filed Q2 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 1731530 | $304.1M | 27 | last filed Q2 2026 |
| AXAR CAPITAL MANAGEMENT L.P. | 1650781 | $304.0M | 1 | last filed Q3 2022 |
| Roehl & Yi Investment Advisors, LLC | 2097566 | $303.9M | 194 | last filed Q2 2026 |
| Equity Wealth Partners, LLC | 2097037 | $303.8M | 109 | Q3 2026 |
| FCG Investment Co | 2011697 | $303.7M | 125 | Q3 2026 |
| Legacy Capital Partners, Inc. | 1450558 | $303.7M | 138 | last filed Q1 2022 |
| Goldstein Munger & Associates | 1570251 | $303.5M | 32 | last filed Q3 2022 |
| EXCALIBUR MANAGEMENT CORP | 1009003 | $303.5M | 175 | last filed Q2 2026 |
| Biechele Royce Advisors | 1730808 | $303.4M | 55 | last filed Q3 2024 |
| Carmel Capital Partners, LLC | 1900481 | $303.3M | 148 | last filed Q2 2026 |
| Clarus Group, Inc. | 1844568 | $303.3M | 123 | Q3 2026 |
| Four Tree Island Advisory LLC | 2048142 | $303.2M | 24 | last filed Q2 2026 |
| Shaker Financial Services, LLC | 1511794 | $303.1M | 144 | Q3 2026 |
| Trimaran Fund Management, L.L.C. | 1322749 | $303.1M | 1 | last filed Q4 2020 |
| Ted Buchan & Co | 2033413 | $303.0M | 94 | Q3 2026 |
| Brick & Kyle, Associates | 1632253 | $302.9M | 96 | last filed Q2 2026 |
| Lynx Investment Advisory | 2028812 | $302.8M | 228 | Q3 2026 |
| Armstrong, Fleming & Moore, Inc | 1990099 | $302.7M | 111 | Q3 2026 |
| First Dallas Securities Inc. | 1378559 | $302.6M | 125 | last filed Q2 2026 |
| FIDELIS iM, LLC | 1894206 | $302.4M | 35 | Q3 2026 |
| David Kennon Inc | 1954126 | $302.3M | 45 | Q3 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | 1985016 | $302.2M | 44 | last filed Q2 2026 |
| 44 WEALTH MANAGEMENT LLC | 1831187 | $302.1M | 184 | last filed Q2 2026 |
| Decker Retirement Planning Inc. | 1975700 | $301.8M | 359 | Q3 2026 |
| Jackson Creek Investment Advisors LLC | 1831003 | $301.8M | 312 | last filed Q2 2026 |
| Breakwater Investment Management | 2025925 | $301.7M | 774 | Q3 2026 |
| Manatuck Hill Partners, LLC | 1467902 | $301.7M | 129 | last filed Q2 2026 |
| Greenspring Associates, Inc. | 1545140 | $301.7M | 7 | last filed Q4 2018 |
| E Fund Management (Hong Kong) Co., Ltd. | 1777469 | $301.5M | 551 | last filed Q2 2026 |
| Denver PWM, LLC | 1657980 | $301.4M | 90 | Q3 2026 |
| DeGreen Capital Management LLC | 1536333 | $301.4M | 21 | last filed Q3 2021 |
| Muzinich & Co., Inc. | 1618824 | $301.3M | 23 | Q3 2026 |
| Mango Five Family, Inc. | 2007959 | $300.8M | 65 | last filed Q1 2024 |
| Three Peaks Capital Management, LLC | 1598013 | $300.6M | 87 | last filed Q3 2021 |
| Syntrinsic LLC | 2012611 | $300.6M | 75 | last filed Q3 2024 |
| Valence8 US LP | 1943819 | $300.5M | 15 | last filed Q2 2026 |
| JOYN Advisors, Inc. | 1493936 | $300.5M | 108 | last filed Q1 2020 |
| RASP WEALTH SOLUTIONS, LLC | 2059754 | $300.4M | 97 | last filed Q2 2026 |
| Prosperity Wealth Management, Inc. | 1991463 | $300.4M | 251 | last filed Q4 2025 |
| Western Financial Corp/CA | 1954480 | $300.4M | 136 | Q3 2026 |
| Heathbridge Capital Management Ltd. | 1503269 | $300.4M | 31 | Q3 2026 |
| Chiron Investment Management, LLC | 1688882 | $300.3M | 86 | last filed Q4 2024 |
| Caerus Investment Advisors, LLC | 1862682 | $300.3M | 330 | last filed Q2 2026 |
| FIRST COMMUNITY TRUST NA | 1130344 | $300.2M | 338 | Q3 2026 |
| Kondo Wealth Advisors, Inc. | 2070929 | $300.2M | 74 | Q3 2026 |
| Galibier Capital Management Ltd. | 1765768 | $300.1M | 38 | last filed Q3 2025 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | 2009914 | $300.0M | 10 | last filed Q2 2026 |
| Nutshell Asset Management Ltd | 2021442 | $299.8M | 45 | last filed Q2 2026 |
| Foundation Wealth Management, LLC\PA | 2011000 | $299.7M | 98 | Q3 2026 |
| Decheng Capital Management III (Cayman), LLC | 1747821 | $299.6M | 26 | last filed Q3 2023 |
| Martin Investment Management, LLC | 1511888 | $299.6M | 47 | last filed Q2 2026 |
| FormulaFolio Investments, LLC | 1626982 | $299.4M | 498 | last filed Q2 2021 |
| Wealth Advisors Northwest LLC | 2053892 | $299.3M | 62 | Q3 2026 |
| Trellis Wealth Advisors LLC | 1989031 | $299.2M | 115 | Q3 2026 |
| Avanda Investment Management Pte. Ltd. | 1650258 | $299.2M | 39 | last filed Q2 2026 |
| ACORN CREEK CAPITAL LLC | 1994827 | $299.2M | 87 | last filed Q2 2026 |
| PWMCO, LLC | 1263568 | $298.9M | 57 | last filed Q1 2020 |
| MONROE BANK & TRUST/MI | 1075699 | $298.6M | 106 | last filed Q2 2019 |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1478417 | $298.6M | 117 | last filed Q3 2020 |
| HighMark Wealth Management LLC | 1802451 | $298.5M | 565 | last filed Q2 2026 |
| Highlander Partners, L.P. | 1903866 | $298.3M | 44 | last filed Q2 2026 |
| Maestria Partners LLC | 2000390 | $297.8M | 15 | Q3 2026 |
| Strategic Equity Management | 1843578 | $297.8M | 65 | last filed Q2 2026 |
| Wolf Group Capital Advisors | 1579111 | $297.7M | 166 | last filed Q1 2025 |
| SAGE PRIVATE WEALTH GROUP, LLC | 1845635 | $297.7M | 135 | Q3 2026 |
| OLYMPUS WEALTH MANAGEMENT, LLC | 1995674 | $297.7M | 21 | last filed Q2 2025 |
| Sawyer & Company, Inc | 1722436 | $297.6M | 199 | Q3 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | 2075389 | $297.6M | 133 | Q3 2026 |
| Weitzel Financial Services, Inc. | 1846789 | $297.5M | 53 | Q3 2026 |
| TRH Financial, LLC | 1730210 | $297.4M | 71 | last filed Q2 2022 |
| Bluescape Energy Partners LLC | 1629283 | $297.4M | 4 | last filed Q2 2026 |
| HATCH COVE CAPITAL, LLC | 2049307 | $297.3M | 27 | Q3 2026 |
| Wambolt & Associates, LLC | 1755723 | $297.3M | 171 | last filed Q2 2025 |
| Lodestone Wealth Management LLC | 1950158 | $297.2M | 801 | Q3 2026 |
| Citrine Capital LLC | 2053242 | $297.2M | 60 | Q3 2026 |
| Barbara Oil Co. | 1599670 | $297.2M | 73 | last filed Q2 2026 |
| Mainsail Financial Group, LLC | 1961290 | $297.0M | 71 | Q3 2026 |
| Rubicon Global Capital Ltd | 2055276 | $297.0M | 14 | Q3 2026 |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 942257 | $296.8M | 65 | last filed Q3 2023 |
| Dayah Capital LLC | 1980739 | $296.8M | 23 | last filed Q2 2026 |
| HF Capital, LLC | 2063476 | $296.7M | 5 | last filed Q2 2026 |
| Horan Capital Advisors, LLC. | 1584086 | $296.6M | 118 | last filed Q1 2025 |
| Kavar Capital Partners, LLC | 1758087 | $296.6M | 144 | last filed Q3 2020 |
| Phoenix Wealth Advisors | 1842362 | $296.6M | 129 | last filed Q2 2026 |
| MorganRosel Wealth Management, LLC | 1753218 | $296.3M | 104 | last filed Q2 2026 |
| Vernal Point Advisors, LLC | 1820363 | $296.2M | 20 | last filed Q2 2026 |
| Wind River Trust Co | 1657703 | $296.1M | 12 | last filed Q2 2026 |
| Wrenne Financial Planning LLC | 2023054 | $296.1M | 60 | last filed Q2 2026 |
| Copper Rock Capital Partners, LLC | 1352543 | $296.1M | 54 | last filed Q3 2020 |
| PJT Investments Corp. | 2080606 | $295.8M | 10 | last filed Q2 2026 |
| TradeWell Securities, LLC. | 2066232 | $295.7M | 52 | Q3 2026 |
| Arabesque Asset Management Ltd | 1766393 | $295.6M | 130 | last filed Q4 2022 |
| RHS Financial, LLC | 1766514 | $295.5M | 185 | Q3 2026 |
| POWER WEALTH MANAGEMENT LLC | 2001039 | $295.4M | 129 | Q3 2026 |
| Singapore Technologies Telemedia Pte Ltd | 1219573 | $295.4M | 1 | last filed Q2 2026 |
| COLRAIN CAPITAL LLC | 1216093 | $295.3M | 25 | last filed Q2 2026 |
| Midwest Financial Group LLC | 1967193 | $295.3M | 138 | Q3 2026 |
| Investment Research Partners LLC | 2069274 | $295.3M | 280 | Q3 2026 |
| Western Standard LLC | 1517666 | $295.3M | 27 | last filed Q2 2026 |
| TOWLE & CO | 1224014 | $295.1M | 59 | last filed Q2 2026 |
| SHINE INVESTMENT ADVISORY SERVICES INC | 1002912 | $295.1M | 711 | last filed Q3 2020 |
| Union Heritage Capital, LLC | 1862428 | $295.0M | 65 | last filed Q2 2026 |
| Decatur Capital Management, Inc. | 1505961 | $294.8M | 53 | last filed Q2 2026 |
| Bastion Asset Management Inc. | 1977794 | $294.8M | 54 | last filed Q2 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2036922 | $294.6M | 184 | Q3 2026 |
| BEACON FINANCIAL PLANNING, INC | 1966066 | $294.6M | 85 | last filed Q2 2026 |
| Torrey Growth & Income Advisors | 2087822 | $294.5M | 108 | last filed Q2 2026 |
| Investor's Fiduciary Advisor Network, LLC | 2044901 | $294.5M | 219 | last filed Q2 2026 |
| Cisco Systems, Inc. | 858877 | $294.3M | 5 | Q3 2026 |
| Pavaki Capital Management LLC | 2143027 | $294.2M | 157 | Q3 2026 |
| Sarbit Advisory Services Inc. | 1460629 | $294.2M | 7 | last filed Q1 2019 |
| Intrepid Financial Planning Group LLC | 1641296 | $294.2M | 135 | last filed Q2 2026 |
| Landing Point Financial Group, LLC | 2025964 | $294.2M | 99 | last filed Q2 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 2058455 | $294.1M | 143 | last filed Q2 2026 |
| Veridan Wealth LLC | 2052405 | $294.0M | 86 | last filed Q2 2026 |
| Summit Creek Advisors LLC | 1333709 | $293.8M | 64 | last filed Q2 2026 |
| Lewis Asset Management, LLC | 2004520 | $293.7M | 223 | Q3 2026 |
| J Arnold Wealth Management Co | 1875202 | $293.7M | 35 | last filed Q4 2023 |
| Verde Servicos Internacionais S.A. | 1629290 | $293.6M | 41 | Q3 2026 |
| AVISO WEALTH MANAGEMENT | 2011802 | $293.6M | 144 | last filed Q2 2026 |
| DC Investments Management, LLC | 1565951 | $293.3M | 55 | last filed Q2 2026 |
| Prudent Man Investment Management, Inc. | 2054263 | $293.1M | 169 | last filed Q2 2026 |
| LHM, INC. | 2009224 | $293.1M | 24 | last filed Q2 2026 |
| Samjo Management, LLC | 1986590 | $293.0M | 58 | last filed Q2 2026 |
| Bay Rivers Group | 1798924 | $293.0M | 125 | last filed Q2 2026 |
| American Capital Advisory, LLC | 2018007 | $293.0M | 1,172 | Q3 2026 |
| Pacifica Capital Investments, LLC | 1486713 | $292.9M | 15 | last filed Q2 2026 |
| JDM Financial Group LLC | 1960212 | $292.9M | 332 | last filed Q2 2026 |
| Abbot Financial Management, Inc. | 1714341 | $292.8M | 140 | last filed Q2 2026 |
| TCFG Investment Advisors, LLC | 2121836 | $292.7M | 288 | Q3 2026 |
| Wellesley Investment Partners, LLC | 1669733 | $292.5M | 103 | last filed Q3 2020 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 1697790 | $292.5M | 78 | last filed Q2 2026 |
| Marathon Wealth Advisors LLC | 2153211 | $292.4M | 76 | last filed Q2 2026 |
| PINEBRIDGE INVESTMENTS ASIA LTD | 2111095 | $292.4M | 7 | last filed Q2 2026 |
| ADVISORTRUST PARTNERS, LLC | 2115523 | $292.3M | 199 | last filed Q2 2026 |
| Freshford Capital Management, LLC | 1459270 | $292.3M | 22 | last filed Q2 2026 |
| Highlander Capital Management, LLC | 1519113 | $292.3M | 951 | last filed Q1 2024 |
| SWAN Capital LLC | 1952722 | $292.2M | 580 | last filed Q2 2026 |
| Fluent Financial, LLC | 1722283 | $292.2M | 46 | Q3 2026 |
| ROANOKE ASSET MANAGEMENT CORP/ NY | 1089710 | $292.1M | 89 | last filed Q1 2025 |
| Solstein Capital, LLC | 1730769 | $292.1M | 434 | last filed Q2 2026 |
| Stonehearth Capital Management, LLC | 1550191 | $291.9M | 92 | Q3 2026 |
| Wade Financial Advisory, Inc | 1802670 | $291.9M | 76 | last filed Q1 2025 |
| Eagle Capital Management, LLC | 1600746 | $291.9M | 50 | Q3 2026 |
| TFG Advisers LLC | 1806473 | $291.9M | 208 | last filed Q2 2025 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 1028074 | $291.7M | 32 | last filed Q2 2026 |
| Vertrix Wealth Management, LLC | 2118328 | $291.6M | 99 | Q3 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 1133999 | $291.6M | 146 | last filed Q2 2026 |
| FIDELITY D & D BANCORP INC | 1098151 | $291.4M | 116 | last filed Q2 2026 |
| Kaydan Wealth Management, Inc. | 1964532 | $291.4M | 116 | Q3 2026 |
| Yiheng Capital Management, L.P. | 1447228 | $291.3M | 25 | last filed Q2 2026 |
| Lokken Investment Group LLC | 1842840 | $291.2M | 148 | last filed Q3 2025 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 2011874 | $291.1M | 16 | last filed Q2 2026 |
| HS Management Partners, LLC | 1455253 | $291.1M | 24 | last filed Q2 2026 |
| AAFMAA Wealth Management & Trust LLC | 1846160 | $291.1M | 94 | Q3 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2079571 | $291.0M | 208 | Q3 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 2149656 | $291.0M | 147 | last filed Q2 2026 |
| ARCH CAPITAL GROUP LTD. | 947484 | $291.0M | 4 | last filed Q2 2026 |
| AMS Capital Ltda | 1717977 | $290.9M | 14 | last filed Q2 2026 |
| Shared Vision Wealth Group LLC | 2008178 | $290.9M | 114 | last filed Q2 2026 |
| Eagle Bluffs Wealth Management LLC | 1906547 | $290.8M | 85 | Q3 2026 |
| Steadview Capital Management LLC | 1844008 | $290.8M | 9 | Q3 2026 |
| Gideon Capital Advisors, Inc. | 1593921 | $290.8M | 250 | last filed Q4 2019 |
| Evelyn Partners Investment Management (Europe) Ltd | 2065055 | $290.6M | 187 | last filed Q1 2026 |
| Aerodigm Wealth, LLC | 1927705 | $290.6M | 80 | Q3 2026 |
| Colorado Capital Management, Inc. | 1664147 | $290.5M | 100 | Q3 2026 |
| Buska Wealth Management, LLC | 1910503 | $290.5M | 75 | Q3 2026 |
| LifePlan Investment Advisors, Inc. | 2045484 | $290.5M | 131 | last filed Q2 2026 |
| Visualize Group LP | 1994625 | $290.5M | 11 | last filed Q2 2026 |
| Cowen Prime Advisors LLC | 1875920 | $290.4M | 229 | last filed Q2 2023 |
| Nokomis Capital, L.L.C. | 1541055 | $290.3M | 54 | last filed Q2 2026 |
| Bayberry Capital Partners LP | 1771524 | $290.2M | 27 | last filed Q2 2026 |
| NerdWallet Wealth Partners, LLC | 2079593 | $290.2M | 69 | last filed Q2 2026 |
| Foresite Capital Management IV, LLC | 1704132 | $290.2M | 6 | last filed Q2 2026 |
| Kite Lake Capital Management (UK) LLP | 1687444 | $289.9M | 7 | last filed Q2 2026 |