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 31 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Socorro Asset Management LP | 1781882 | $222.8M | 33 | last filed Q2 2026 |
| Two Point Capital Management, Inc. | 1962382 | $222.7M | 30 | Q3 2026 |
| Symphony Financial Services, Inc. | 2031979 | $222.6M | 105 | last filed Q2 2026 |
| Holos Integrated Wealth LLC | 2080096 | $222.5M | 391 | Q3 2026 |
| Zeno Research, LLC | 1792460 | $222.5M | 26 | last filed Q3 2023 |
| Tudor Financial Inc. | 2045307 | $222.5M | 152 | last filed Q2 2026 |
| Siligmueller & Norvid Wealth Advisors LLC | 2052591 | $222.4M | 156 | last filed Q3 2025 |
| Ategra Capital Management, LLC | 1741369 | $222.3M | 20 | last filed Q2 2026 |
| Mirabaud Asset Management (France) SAS | 2033031 | $222.3M | 28 | last filed Q2 2026 |
| Center For Asset Management LLC | 1844878 | $222.2M | 178 | Q3 2026 |
| Mendel Capital Management LLC | 1911384 | $222.2M | 99 | last filed Q2 2026 |
| Coign Capital Advisors LLC | 2056441 | $222.2M | 88 | last filed Q2 2026 |
| apricus wealth, LLC | 1913842 | $222.1M | 128 | Q3 2026 |
| Lighthouse Financial LLC | 2057556 | $222.1M | 96 | Q3 2026 |
| 17 CAPITAL PARTNERS, LLC | 1727407 | $221.9M | 172 | last filed Q2 2026 |
| Lionhunter Capital Management, LLC | 2137268 | $221.8M | 109 | last filed Q2 2026 |
| Kent Lake Capital LLC | 1777141 | $221.8M | 44 | last filed Q2 2024 |
| Hyperion Capital Advisors LP | 1794499 | $221.7M | 67 | last filed Q2 2026 |
| BURRUS FINANCIAL SERVICES, INC. | 1573947 | $221.7M | 11 | Q3 2026 |
| Ampersand Capital Group, L.P. | 2059671 | $221.7M | 7 | last filed Q2 2026 |
| Sitrin Capital Management LLC | 1664771 | $221.7M | 40 | Q3 2026 |
| BERRY GROUP, LLC | 1803097 | $221.6M | 112 | last filed Q4 2020 |
| StoryOne LLC | 2079652 | $221.6M | 79 | Q3 2026 |
| Meriwether Wealth & Planning, LLC | 2055554 | $221.6M | 872 | Q3 2026 |
| Cromwell Holdings LLC | 1894712 | $221.5M | 1,123 | Q3 2026 |
| Columbia Trust Co 01012016 | 1802291 | $221.4M | 145 | last filed Q4 2023 |
| Monolith Management Ltd | 2008306 | $221.4M | 18 | last filed Q2 2026 |
| Newman & Schimel, LLC | 1838938 | $221.3M | 51 | last filed Q4 2022 |
| MWA Asset Management | 1903058 | $221.3M | 129 | last filed Q2 2026 |
| Bull Street Advisors, LLC | 1790837 | $221.2M | 92 | Q3 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | 1863265 | $221.2M | 49 | Q3 2026 |
| Seven Bridges Advisors LLC | 1632929 | $221.2M | 17 | Q3 2026 |
| WIMMER ASSOCIATES 1, LLC | 1667019 | $221.2M | 113 | last filed Q2 2026 |
| Hotaling Investment Management, LLC | 1761645 | $221.2M | 121 | last filed Q4 2022 |
| Estate Planners Group, LLC | 2118977 | $221.1M | 70 | last filed Q2 2026 |
| Summit Place Financial Advisors, LLC | 1801413 | $221.1M | 117 | Q3 2026 |
| Quadrant Capital Management, LLC | 1615359 | $221.0M | 86 | last filed Q4 2019 |
| Wealth Forward, LLC | 2012773 | $220.9M | 50 | Q3 2026 |
| Grove Street Fiduciary, LLC | 2054682 | $220.8M | 77 | Q3 2026 |
| Ameraudi Asset Management, Inc. | 1772954 | $220.8M | 45 | last filed Q2 2026 |
| OMNI 360 Wealth, Inc. | 2010436 | $220.7M | 140 | Q3 2026 |
| Baugh & Associates, LLC | 1730818 | $220.7M | 41 | Q3 2026 |
| AH Equity Partners I, L.L.C. | 1466219 | $220.6M | 1 | last filed Q4 2019 |
| Elios Financial Group Inc. | 2035601 | $220.5M | 120 | last filed Q2 2025 |
| KEYWISE CAPITAL MANAGEMENT Ltd | 1473434 | $220.4M | 17 | last filed Q3 2019 |
| Charter Capital Management, LLC\DE | 2076040 | $220.4M | 69 | Q3 2026 |
| Founders Capital Management | 1704300 | $220.3M | 67 | Q3 2026 |
| Prospect Capital Advisors, LLC | 1632368 | $220.2M | 30 | last filed Q2 2026 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 2113997 | $220.2M | 63 | last filed Q2 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | 1964171 | $220.2M | 35 | last filed Q2 2026 |
| ASTURIAS CAPITAL LLC | 1641173 | $220.1M | 28 | last filed Q4 2019 |
| One Wealth Map LLC | 1802635 | $220.1M | 97 | last filed Q2 2026 |
| Riverbend Wealth Management, LLC | 2055570 | $220.0M | 167 | Q3 2026 |
| SANDER CAPITAL ADVISORS INC | 1173889 | $220.0M | 11 | Q3 2026 |
| W ADVISORS, LLC | 1929907 | $219.9M | 153 | last filed Q2 2026 |
| Infusive Asset Management Inc. | 1749333 | $219.8M | 30 | last filed Q2 2026 |
| Solano Wealth Investment Advisors LLC | 2049179 | $219.8M | 35 | last filed Q2 2026 |
| Stonehage Fleming (UK) Ltd | 1790827 | $219.7M | 210 | last filed Q4 2015 |
| Nipun Capital, L.P. | 1781566 | $219.7M | 9 | Q3 2026 |
| Exit Wealth Advisors, LLC. | 2082744 | $219.6M | 149 | last filed Q2 2026 |
| Semus Wealth Partners LLC | 1964775 | $219.6M | 110 | Q3 2026 |
| GERBER, LLC | 2014164 | $219.6M | 86 | Q3 2026 |
| Orion Resource Partners LP | 2032200 | $219.4M | 24 | last filed Q2 2026 |
| Echo45 Advisors LLC | 1908617 | $219.4M | 120 | Q3 2026 |
| Essential Partners LLC | 2136442 | $219.2M | 2,852 | Q3 2026 |
| Horizon Family Wealth, Inc. | 1910660 | $219.1M | 93 | last filed Q2 2026 |
| Stratford Consulting, LLC | 1553656 | $219.0M | 87 | last filed Q1 2020 |
| Pacific Point Advisors, LLC | 2056976 | $219.0M | 129 | last filed Q2 2026 |
| Comprehensive Wealth Management, LLC | 1535202 | $218.9M | 43 | last filed Q2 2026 |
| Trellis Advisors, LLC | 1722638 | $218.9M | 88 | last filed Q3 2023 |
| Bradley & Co. Private Wealth Management, LLC | 1861678 | $218.9M | 226 | Q3 2026 |
| RiverPark Advisors, LLC | 1484256 | $218.8M | 140 | last filed Q2 2026 |
| Ayrshire Capital Management LLC | 1801563 | $218.8M | 50 | Q3 2026 |
| Sunbeam Capital Management, LLC | 2057278 | $218.8M | 124 | last filed Q2 2026 |
| 7G CAPITAL MANAGEMENT, LLC | 1720350 | $218.6M | 10 | last filed Q2 2026 |
| MISHPACHA HOLDINGS CORP | 2111655 | $218.6M | 3 | Q3 2026 |
| Draper Asset Management, LLC | 1847921 | $218.5M | 18 | Q3 2026 |
| PERRY CREEK CAPITAL LP | 1769704 | $218.4M | 11 | last filed Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | $218.4M | 571 | last filed Q2 2026 |
| Pinnacle Wealth Management Group, Inc. | 1868491 | $218.3M | 125 | Q3 2026 |
| Tiger Pacific Capital LP | 1664492 | $218.3M | 10 | last filed Q2 2026 |
| Citadel Investment Advisory, Inc. | 1811907 | $218.2M | 76 | Q3 2026 |
| CAP Partners, LLC | 2006870 | $218.1M | 169 | Q3 2026 |
| CANERECTOR INC | 1113234 | $218.1M | 9 | Q3 2026 |
| WOLFF WIESE MAGANA LLC | 1832097 | $218.1M | 1,038 | Q3 2026 |
| FSA Advisors, Inc. | 1905627 | $218.1M | 261 | last filed Q2 2026 |
| RiverGlades Family Offices LLC | 1619779 | $218.0M | 108 | last filed Q2 2026 |
| Galilei Investment Office LLP | 2043729 | $217.9M | 28 | last filed Q2 2026 |
| Forge First Asset Management Inc. | 1963062 | $217.9M | 38 | last filed Q3 2025 |
| Juniper Capital Advisors, L.P. | 2011609 | $217.9M | 2 | last filed Q2 2026 |
| Northland Capital Management LLC | 1693032 | $217.9M | 33 | Q3 2026 |
| Financial Freedom, LLC | 1965484 | $217.9M | 107 | last filed Q2 2026 |
| Carson Advisory Inc. | 1909304 | $217.7M | 204 | last filed Q2 2026 |
| Lake Hills Wealth Management, LLC | 1705594 | $217.7M | 62 | Q3 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 2071183 | $217.7M | 80 | last filed Q2 2026 |
| Turas Capital Management LP | 2077058 | $217.7M | 59 | last filed Q2 2026 |
| Kearns & Associates LLC | 1908695 | $217.6M | 39 | Q3 2026 |
| RPD Fund Management LLC | 1832568 | $217.6M | 4 | last filed Q2 2026 |
| David J Yvars Group | 1836266 | $217.6M | 109 | Q3 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 2026645 | $217.4M | 352 | last filed Q2 2026 |
| NEXTBio Capital Management LP | 2038158 | $217.4M | 22 | last filed Q2 2026 |
| GuidedMoney, LLC | 2112951 | $217.4M | 33 | Q3 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 911927 | $217.2M | 101 | Q3 2026 |
| ENGLISH CAPITAL MANAGEMENT LLC | 2010442 | $217.2M | 36 | last filed Q2 2026 |
| Asia Research & Capital Management Ltd | 1668453 | $217.2M | 5 | last filed Q3 2024 |
| Seahawk China Dynamic Fund | 1795626 | $217.0M | 4 | last filed Q3 2021 |
| TILIA FIDUCIARY PARTNERS, INC. | 1910210 | $216.9M | 114 | Q3 2026 |
| IMS Capital Management | 1343916 | $216.8M | 147 | last filed Q3 2025 |
| Successful Portfolios LLC | 1721780 | $216.8M | 198 | Q3 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | 1801619 | $216.7M | 578 | last filed Q2 2026 |
| Wernau Asset Management Inc. | 2053236 | $216.7M | 48 | Q3 2026 |
| Chou Associates Management Inc. | 1389403 | $216.6M | 31 | last filed Q2 2026 |
| SECURITY NATIONAL BANK OF SO DAK | 1105909 | $216.6M | 287 | last filed Q2 2026 |
| PEOPLES BANK /OH | 934866 | $216.5M | 110 | Q3 2026 |
| Milestone Asset Management Group, LLC | 2063452 | $216.5M | 136 | Q3 2026 |
| Kure Advisory, LLC | 1986795 | $216.5M | 62 | Q3 2026 |
| Tenzing Global Management, LLC | 1624095 | $216.5M | 19 | last filed Q2 2026 |
| SWP FINANCIAL LLC | 2014200 | $216.4M | 77 | Q3 2026 |
| Enstar Group LTD | 1363829 | $216.4M | 9 | last filed Q2 2026 |
| First County Bank /CT/ | 1983616 | $216.3M | 170 | Q3 2026 |
| Asset Planning Services, Ltd. | 1694287 | $216.3M | 73 | last filed Q4 2021 |
| Barnes Wealth Management Group, Inc | 2066194 | $216.2M | 195 | last filed Q2 2026 |
| EnCap Energy Capital Fund X, L.P. | 1636722 | $216.2M | 1 | last filed Q4 2025 |
| D. SCOTT NEAL, INC. | 1596920 | $216.2M | 58 | last filed Q3 2025 |
| Lipe & Dalton | 1570396 | $216.2M | 94 | Q3 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | 1860719 | $216.1M | 113 | Q3 2026 |
| Cipher Capital LP | 1542420 | $216.1M | 411 | last filed Q1 2024 |
| Paragon Capital Management LLC | 1388437 | $216.1M | 60 | last filed Q2 2026 |
| Mullaney, Keating & Wright, Inc. | 2135840 | $216.1M | 70 | Q3 2026 |
| Brendel Financial Advisors LLC | 1768065 | $216.0M | 101 | last filed Q2 2026 |
| Chokshi & Queen Wealth Advisors, Inc | 2057199 | $215.9M | 60 | last filed Q2 2026 |
| PLANNING DIRECTIONS INC | 821103 | $215.9M | 110 | last filed Q2 2026 |
| Sharp Wealth Advisory, LLC | 1733194 | $215.9M | 127 | last filed Q2 2026 |
| J HAGAN CAPITAL, INC. | 2059107 | $215.9M | 92 | last filed Q2 2026 |
| PETRA FINANCIAL ADVISORS INC | 1971427 | $215.7M | 168 | last filed Q2 2026 |
| MARSHALL & SULLIVAN INC /WA/ | 820123 | $215.7M | 43 | last filed Q3 2025 |
| Watermark Asset Management, Inc. | 1706457 | $215.6M | 273 | last filed Q4 2018 |
| Capstone Wealth Management, LLC | 2019411 | $215.5M | 188 | last filed Q2 2026 |
| Glovista Investments LLC | 1546283 | $215.3M | 40 | last filed Q4 2023 |
| Sightline Wealth Advisors, LLC | 1841979 | $215.2M | 70 | Q3 2026 |
| Blue Ridge Capital, L.L.C. | 1062589 | $215.1M | 1 | last filed Q4 2020 |
| Cassady Wealth & Retirement Planning, LLC | 2121075 | $215.0M | 104 | last filed Q2 2026 |
| Destiny Capital Corp/CO | 1965275 | $215.0M | 58 | last filed Q2 2026 |
| DUTCH ASSET Corp | 2115141 | $215.0M | 114 | Q3 2026 |
| Andrews Advisory Associates, LLC | 2110646 | $214.9M | 84 | Q3 2026 |
| Constitution Capital LLC | 1845531 | $214.8M | 62 | Q3 2026 |
| CWC Advisors, LLC. | 1520683 | $214.8M | 159 | Q3 2026 |
| Investors Financial Group, LLC | 1800535 | $214.8M | 212 | last filed Q4 2021 |
| GLR Partners, LLC | 2134831 | $214.7M | 111 | last filed Q2 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | 1909619 | $214.7M | 126 | Q3 2026 |
| BLOOM TREE PARTNERS, LLC | 1567752 | $214.7M | 44 | last filed Q2 2023 |
| PETERSON WEALTH MANAGEMENT | 1785144 | $214.6M | 184 | last filed Q2 2026 |
| Stegner Investment Associates Inc. | 1907433 | $214.6M | 29 | Q3 2026 |
| Northstar Wealth Partners LLC | 1703100 | $214.5M | 142 | last filed Q3 2020 |
| Praesidium Investment Management Company, LLC | 1320769 | $214.5M | 12 | last filed Q2 2026 |
| Knoll Capital Management, LLC | 1325083 | $214.3M | 37 | last filed Q2 2026 |
| Clay Northam Wealth Management, LLC | 1915687 | $214.3M | 109 | Q3 2026 |
| Ballast Rock Private Wealth LLC | 2106928 | $214.2M | 202 | Q3 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 1001011 | $214.2M | 94 | Q3 2026 |
| Bayshore Capital Advisors, LLC | 1598176 | $214.2M | 42 | last filed Q2 2026 |
| Fort Vancouver Investment Management, LLC | 2032698 | $214.1M | 62 | last filed Q2 2026 |
| Starwood Capital Group Management, L.L.C. | 1388788 | $214.1M | 6 | last filed Q2 2026 |
| Mader & Shannon Wealth Management, Inc. | 1535862 | $214.1M | 21 | last filed Q2 2026 |
| Viewpoint Capital Management LLC | 1906223 | $214.1M | 136 | Q3 2026 |
| KEYSTONE WEALTH PARTNERS | 1845980 | $214.0M | 26 | last filed Q1 2022 |
| PUREfi Wealth, LLC | 2001520 | $214.0M | 228 | Q3 2026 |
| Cladis Investment Advisory, LLC | 1911520 | $214.0M | 173 | last filed Q2 2026 |
| Eliot Finkel Investment Counsel, LLC | 1641643 | $213.9M | 33 | last filed Q2 2026 |
| Meridian Financial Advisors, LLC | 2032629 | $213.9M | 154 | Q3 2026 |
| Clear Sky Advisers, LLC | 1887492 | $213.8M | 54 | last filed Q4 2023 |
| Birchview Capital, LP | 1618205 | $213.8M | 72 | last filed Q2 2026 |
| BIRCH FINANCIAL GROUP, LLC | 2083592 | $213.7M | 1,048 | Q3 2026 |
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 909103 | $213.7M | 78 | last filed Q1 2021 |
| Fortis Advisors, LLC | 1697478 | $213.6M | 122 | last filed Q2 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | $213.6M | 185 | last filed Q2 2026 |
| Ararat Capital Management LP | 1768757 | $213.5M | 17 | last filed Q2 2026 |
| Fortitude Financial, LLC | 2066105 | $213.5M | 43 | Q3 2026 |
| Stephenson & Company, Inc. | 2001544 | $213.5M | 50 | last filed Q2 2026 |
| Alchemi Wealth, LLC | 2110606 | $213.4M | 167 | last filed Q2 2026 |
| 361 CAPITAL LLC | 1476534 | $213.4M | 299 | last filed Q2 2020 |
| Griffith & Werner, Inc. | 2057200 | $213.4M | 71 | last filed Q2 2026 |
| NAPA WEALTH MANAGEMENT | 1602844 | $213.4M | 148 | last filed Q3 2025 |
| HORIZON BANCORP INC /IN/ | 706129 | $213.3M | 197 | last filed Q2 2026 |
| Evergreen Wealth Management, LLC | 1965292 | $213.3M | 55 | last filed Q2 2026 |
| Birch Capital Management, LLC | 1799859 | $213.2M | 82 | Q3 2026 |
| MAC Alpha Capital Management, LP | 2111003 | $213.1M | 21 | last filed Q2 2026 |
| Financial Harvest, LLC | 2052933 | $213.1M | 63 | Q3 2026 |
| B Group, Inc. | 2043476 | $213.0M | 19 | last filed Q2 2026 |
| Greater Midwest Financial Group, LLC | 2025409 | $213.0M | 67 | Q3 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1694895 | $212.9M | 106 | Q3 2026 |
| Monument Group Wealth Advisors, LLC | 1965665 | $212.8M | 48 | Q3 2026 |
| 4Thought Financial Group Inc. | 1840261 | $212.8M | 99 | last filed Q2 2026 |
| KM Capital Management Ltd. | 1963514 | $212.8M | 48 | last filed Q2 2026 |
| ELCO Management Co., LLC | 1690717 | $212.7M | 171 | Q3 2026 |
| Cardinal Point Wealth Management LLC | 1869778 | $212.7M | 42 | last filed Q3 2021 |
| Values First Advisors, Inc. | 1913608 | $212.7M | 180 | Q3 2026 |
| Aegis Wealth Management LLC | 1628818 | $212.6M | 160 | last filed Q2 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 2131510 | $212.6M | 124 | last filed Q2 2026 |
| VAUGHAN & Co SECURITIES, INC. | 805870 | $212.5M | 61 | Q3 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | 1738560 | $212.5M | 97 | Q3 2026 |
| Equinox Partners Investment Management LLC | 938552 | $212.4M | 12 | last filed Q2 2026 |
| CAPE ANN SAVINGS BANK | 936938 | $212.4M | 113 | last filed Q2 2026 |
| SUTTON PLACE INVESTORS LLC | 1930301 | $212.4M | 152 | Q3 2026 |
| AFBI LP | 1885432 | $212.3M | 1 | last filed Q2 2026 |
| Blue Door Asset Management, LLC | 1909147 | $212.3M | 19 | last filed Q2 2026 |
| Taconic Capital Advisors LP | 1390113 | $212.1M | 14 | last filed Q2 2026 |
| Novak & Powell Financial Services, Inc. | 2011548 | $212.1M | 171 | last filed Q2 2026 |
| Kinetic Wealth Investment Advisors LLC | 2146839 | $212.1M | 64 | last filed Q2 2026 |
| BFI Infinity Ltd. | 2043810 | $212.1M | 71 | Q3 2026 |
| STRAIGHTLINE GROUP LLC | 1444864 | $212.1M | 19 | last filed Q2 2026 |
| GSI Capital Advisors LLC | 1391974 | $212.0M | 29 | last filed Q2 2026 |
| Commerce Advisors, LLC | 1567247 | $212.0M | 127 | Q3 2026 |
| Sun Financial Inc | 2067342 | $212.0M | 161 | last filed Q2 2026 |
| FPC INVESTMENT ADVISORY, INC. | 2021217 | $211.9M | 36 | last filed Q2 2026 |
| Moreno Evelyn V | 1598011 | $211.9M | 140 | last filed Q4 2023 |
| Addison Advisors LLC | 1843745 | $211.8M | 707 | last filed Q2 2026 |
| AIA Investment Management HK Limited | 1802469 | $211.8M | 7 | last filed Q3 2020 |
| Lindenwold Advisors, INC | 1874374 | $211.6M | 110 | last filed Q3 2025 |
| Crown Oak Advisors, LLC | 2009273 | $211.6M | 23 | Q3 2026 |
| Gouws Capital LLC | 1908828 | $211.6M | 53 | Q3 2026 |
| Panoramic Capital Partners, LLC | 2052992 | $211.5M | 72 | last filed Q2 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 2111343 | $211.4M | 84 | Q3 2026 |
| Code Waechter LLC | 2039212 | $211.4M | 126 | Q3 2026 |
| Silverberg Bernstein Capital Management LLC | 2007880 | $211.4M | 62 | Q3 2026 |
| AUA CAPITAL MANAGEMENT, LLC | 1706915 | $211.3M | 80 | Q3 2026 |
| Henderson Brothers Financial Partners, LLC | 2064329 | $211.3M | 77 | last filed Q2 2026 |
| Alpine Fox Capital LLC | 2096493 | $211.2M | 19 | last filed Q2 2026 |
| Ribbit Capital GP III, Ltd. | 1912617 | $211.2M | 2 | last filed Q3 2023 |
| Investments & Financial Planning, LLC | 1909307 | $211.2M | 40 | last filed Q2 2026 |
| Shearwater Capital LLC | 1905665 | $211.2M | 71 | Q3 2026 |
| Arta Finance Wealth Management LLC | 2099257 | $211.1M | 105 | Q3 2026 |
| Lunate Holding RSC Ltd | 2009522 | $210.9M | 4 | last filed Q4 2024 |
| Piermont Capital Management Inc. | 1561509 | $210.9M | 108 | last filed Q4 2018 |
| ASSET PLANNING CORPORATION | 7773 | $210.8M | 48 | last filed Q3 2025 |
| Independence Wealth Advisors, LLC | 2001765 | $210.8M | 87 | Q3 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | 926833 | $210.7M | 47 | last filed Q2 2026 |
| Insight Inv LLC | 1909322 | $210.4M | 108 | Q3 2026 |
| Wells Trecaso Financial Group, LLC | 1737987 | $210.4M | 80 | last filed Q3 2025 |
| Aristotle Pacific Capital, LLC | 1844577 | $210.3M | 5 | last filed Q2 2026 |
| Bridge Advisory, LLC | 1847956 | $210.2M | 99 | last filed Q3 2024 |
| Three Cord True Wealth Management, LLC | 2056001 | $210.2M | 43 | last filed Q2 2026 |
| Beckerman Institutional, LLC | 2043468 | $210.2M | 124 | last filed Q2 2026 |
| Client First Investment Management LLC | 2018284 | $210.1M | 24 | Q3 2026 |
| William Marsh Rice University | 1674705 | $210.1M | 2 | Q3 2026 |
| Coann Capital LLC | 1824658 | $210.0M | 19 | last filed Q4 2022 |
| COLUMBUS POINT LLP | 1767392 | $210.0M | 18 | last filed Q3 2021 |
| Align Financial, LLC | 2089183 | $209.9M | 653 | Q3 2026 |
| LECAP ASSET MANAGEMENT LTD | 1990849 | $209.8M | 261 | Q3 2026 |
| Index Venture Growth Associates V Ltd | 1873834 | $209.7M | 3 | last filed Q2 2026 |
| Chimera Capital Management LLC | 1789215 | $209.7M | 64 | last filed Q1 2023 |