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 41 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Whitford Management LLC | 1957726 | $112.0M | 22 | last filed Q2 2026 |
| Teza Capital Management LLC | 1655789 | $112.0M | 261 | Q3 2026 |
| Skerryvore Asset Management Ltd | 2043964 | $112.0M | 7 | last filed Q2 2026 |
| BANTA ASSET MANAGEMENT LP | 1426960 | $112.0M | 20 | last filed Q2 2026 |
| Maxim Capital Management LLC | 1793913 | $111.9M | 39 | last filed Q2 2020 |
| Plus Group Wealth Advisors LLC | 2109515 | $111.8M | 51 | Q3 2026 |
| Watershed Asset Management, L.L.C. | 1315926 | $111.8M | 116 | last filed Q2 2026 |
| Crystalline Management Inc. | 1891834 | $111.8M | 81 | last filed Q3 2024 |
| EMFO, LLC | 1859434 | $111.7M | 282 | last filed Q2 2024 |
| truNorth Financial Services, Inc. | 2108201 | $111.7M | 59 | last filed Q2 2026 |
| Arbor Wealth Management LLC\AZ | 2149091 | $111.7M | 23 | Q3 2026 |
| Brown University | 1664741 | $111.6M | 11 | last filed Q2 2026 |
| Urban Wealth Management, LLC | 1845521 | $111.6M | 108 | Q3 2026 |
| Objective Capital Management, LLC | 1924152 | $111.6M | 97 | Q3 2026 |
| Three Bearings Fiduciary Advisors, Inc. | 2140230 | $111.6M | 312 | last filed Q2 2026 |
| Van Diest Capital, LLC | 2111825 | $111.6M | 176 | last filed Q2 2026 |
| Investment Management Trust, LLC | 2131759 | $111.6M | 78 | last filed Q2 2026 |
| RCW Management, LLC | 2104402 | $111.5M | 68 | last filed Q2 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 354201 | $111.5M | 100 | last filed Q2 2026 |
| Layline Advisors, LLC | 1724910 | $111.5M | 76 | last filed Q2 2026 |
| Weaver C. Barksdale & Associates, Inc. | 1294588 | $111.5M | 62 | last filed Q2 2026 |
| Valued Retirements, Inc. | 2044874 | $111.4M | 101 | last filed Q2 2026 |
| Kazazian Asset Management, LLC | 1580415 | $111.3M | 51 | last filed Q2 2026 |
| Sensenig Capital Advisors, Inc | 2092381 | $111.3M | 31 | Q3 2026 |
| Atlas Venture Advisors, Inc. | 1767432 | $111.2M | 3 | Q3 2026 |
| Warlander Asset Management, LP | 1673887 | $111.2M | 2 | last filed Q3 2019 |
| Thayer Financial, L.L.C. | 2100981 | $111.1M | 32 | Q3 2026 |
| Putney Financial Group LLC | 2056907 | $111.1M | 78 | last filed Q2 2026 |
| H Capital II, L.P. | 1627836 | $111.0M | 2 | last filed Q4 2021 |
| Capital Developers, LLC | 2105385 | $111.0M | 52 | last filed Q1 2026 |
| Dalton Investments, Inc. | 1388838 | $111.0M | 16 | last filed Q2 2026 |
| Cougar Global Investments Ltd | 1533119 | $110.9M | 18 | last filed Q3 2020 |
| Yarra Square Partners LP | 1772940 | $110.9M | 21 | last filed Q2 2024 |
| GANTZERT INVESTMENT CO LLC /ADV | 1013162 | $110.7M | 53 | last filed Q3 2020 |
| Beryl Capital Management LLC | 1719307 | $110.7M | 7 | last filed Q2 2026 |
| SABBY MANAGEMENT, LLC | 1535610 | $110.5M | 23 | last filed Q2 2026 |
| Boyu Capital Investment Management Co., Ltd | 1844799 | $110.5M | 4 | last filed Q1 2022 |
| Chicago Capital Management, LLC | 1580162 | $110.4M | 26 | Q3 2026 |
| DECISION INVESTMENTS, INC | 2111652 | $110.4M | 145 | Q3 2026 |
| Michael Brady & Co., LLC | 2095497 | $110.2M | 55 | Q3 2026 |
| Fund Advisors of America Inc/FL | 2116327 | $110.2M | 120 | last filed Q2 2026 |
| Barden Capital Management, Inc. | 1906798 | $110.0M | 58 | Q3 2026 |
| FourWorld Capital Management LLC | 1770525 | $109.9M | 22 | last filed Q2 2026 |
| Wellington Wealth Strategies, LLC. | 2007383 | $109.8M | 66 | last filed Q4 2024 |
| Deer Park Road Corp | 1702490 | $109.8M | 6 | Q3 2026 |
| SRN Advisors, LLC | 1872370 | $109.8M | 98 | last filed Q2 2025 |
| SYCAMORE PARTNERS MANAGEMENT, L.P. | 1632833 | $109.7M | 2 | last filed Q2 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 1099905 | $109.7M | 13 | Q3 2026 |
| Revelation Capital Management, LLC | 1801811 | $109.5M | 2 | last filed Q2 2026 |
| Seven Six Capital Management, LLC | 2021188 | $109.5M | 26 | last filed Q2 2026 |
| Kachkovsky & Fisher, Inc. | 2151928 | $109.5M | 72 | Q3 2026 |
| American National Bank of Texas | 2086953 | $109.5M | 52 | Q3 2026 |
| Rangeley Capital, LLC | 1517796 | $109.5M | 177 | last filed Q2 2026 |
| Gumshoe Capital Management LLC | 1995382 | $109.4M | 6 | last filed Q2 2026 |
| KENFARB & CO. | 1908904 | $109.4M | 213 | last filed Q3 2023 |
| Amitell Capital Pte Ltd | 1807559 | $109.3M | 26 | last filed Q2 2026 |
| Greenwich Investment Management, Inc. | 1456511 | $109.3M | 37 | last filed Q2 2024 |
| Integrity Advisory, LLC | 1908685 | $109.2M | 77 | last filed Q4 2022 |
| Lattice Strategies LLC | 1540945 | $109.1M | 46 | last filed Q1 2019 |
| Karras Company, Inc. | 2109847 | $109.1M | 65 | Q3 2026 |
| HealthCor Management, L.P. | 1343781 | $109.1M | 22 | last filed Q4 2022 |
| Yanni & Associates Investment Advisors, LLC | 2109644 | $109.0M | 37 | Q3 2026 |
| Sparta 24 Ltd. | 1967706 | $109.0M | 20 | last filed Q2 2026 |
| CFG Wealth Management Services, Inc. | 2133547 | $109.0M | 155 | Q3 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | 1132897 | $109.0M | 65 | Q3 2026 |
| Heronetta Management, L.P. | 1588225 | $108.9M | 15 | last filed Q2 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | 1697539 | $108.9M | 49 | Q3 2026 |
| LSP Investment Advisors, LLC | 1728850 | $108.9M | 18 | last filed Q2 2026 |
| Euclidean Technologies Management, LLC | 1597864 | $108.8M | 75 | last filed Q1 2023 |
| Samara Investment Management, LLC | 2110507 | $108.7M | 71 | last filed Q2 2026 |
| SCP Investment, LP | 1730961 | $108.5M | 47 | last filed Q2 2026 |
| Corient IA LP | 2058426 | $108.4M | 249 | last filed Q2 2026 |
| RED REEF ADVISORS LLC | 2122970 | $108.4M | 183 | last filed Q2 2026 |
| Unify Financial Advisors | 2126814 | $108.3M | 90 | last filed Q2 2026 |
| Split Creek LLC DBA Split Creek Capital LLC | 2103756 | $108.3M | 133 | last filed Q2 2026 |
| SPWM Advisors LLC | 2111209 | $108.2M | 90 | last filed Q2 2026 |
| Michelson Medical Research Foundation, Inc. | 1965304 | $108.2M | 21 | last filed Q2 2026 |
| Bayforest Capital Ltd | 2048423 | $108.2M | 917 | last filed Q2 2026 |
| Emerson Point Capital LP | 1725357 | $108.2M | 16 | last filed Q4 2022 |
| INHERENT GROUP, LP | 1749824 | $108.1M | 8 | last filed Q3 2024 |
| PMG Family Office LLC | 2102299 | $108.1M | 112 | Q3 2026 |
| Yorktown Energy Partners XI, L.P. | 1667954 | $108.1M | 4 | last filed Q2 2026 |
| Yu Fan | 1668029 | $107.9M | 8 | last filed Q2 2026 |
| Oregon Pacific Wealth Management, LLC | 2043757 | $107.9M | 114 | Q3 2026 |
| Sloane Robinson LLP | 1415293 | $107.8M | 13 | last filed Q4 2020 |
| Walsky Investment Management, Inc. | 2110046 | $107.7M | 52 | last filed Q2 2026 |
| FMFE Wealth Management, LLC | 2022567 | $107.6M | 24 | last filed Q2 2024 |
| RD Finance Ltd | 2057936 | $107.6M | 26 | Q3 2026 |
| Aspirean Wealth, LLC | 2110285 | $107.6M | 20 | last filed Q2 2026 |
| CogentBlue Wealth Advisors, LLC | 2054047 | $107.6M | 52 | Q3 2026 |
| KRAFT ASSET MANAGEMENT, LLC | 1908611 | $107.5M | 41 | last filed Q2 2025 |
| Shelter Rock Management, LLC | 2109305 | $107.4M | 39 | Q3 2026 |
| Lubar & Co., Inc | 1473033 | $107.2M | 3 | Q3 2026 |
| Fullerton Advisors, LLC | 2108355 | $107.2M | 54 | Q3 2026 |
| Good Harbor Advisors, Inc. | 2133484 | $107.2M | 88 | Q3 2026 |
| Marathon Partners Equity Management, LLC | 1353311 | $107.2M | 14 | last filed Q2 2026 |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1802297 | $107.1M | 79 | last filed Q3 2020 |
| Technology Crossover Management VII, Ltd. | 1466999 | $107.0M | 1 | last filed Q4 2022 |
| Grange Capital, LLC | 2048387 | $106.8M | 49 | Q3 2026 |
| Catalyst Wealth Management, LLC | 1936191 | $106.7M | 120 | last filed Q1 2023 |
| Intentional Wealth Strategies, LLC | 2119881 | $106.7M | 68 | last filed Q2 2026 |
| American Wealth Advisors, LLC | 2095589 | $106.6M | 42 | last filed Q2 2026 |
| STF Management LP | 1965239 | $106.5M | 101 | last filed Q4 2025 |
| Sherry Group, Inc. | 2107738 | $106.5M | 51 | Q3 2026 |
| Quantamental Technologies LLC | 1713587 | $106.5M | 285 | last filed Q3 2023 |
| Wallace Advisory Group, LLC | 1932645 | $106.3M | 134 | last filed Q2 2026 |
| Sanoor Capital Management LP | 1675134 | $106.3M | 11 | last filed Q1 2019 |
| SWM Advisors | 1874081 | $106.1M | 24 | last filed Q3 2022 |
| Ballast Financial Advisors LLC | 2109821 | $106.1M | 71 | Q3 2026 |
| Coe Capital Management, LLC | 1505896 | $106.1M | 109 | last filed Q2 2021 |
| B, B, H, & B INC. | 1842116 | $106.1M | 30 | last filed Q1 2022 |
| Burkett Asset Management Ltd | 2109360 | $106.1M | 59 | Q3 2026 |
| Morris Capital Advisors, LLC | 1673922 | $106.0M | 52 | last filed Q3 2022 |
| RK Asset Management, LLC | 1595686 | $106.0M | 23 | last filed Q4 2025 |
| Kingsbury Capital Investment Advisors LLC | 1927315 | $106.0M | 107 | Q3 2026 |
| PUFF WEALTH MANAGEMENT, LLC | 2052736 | $105.9M | 80 | Q3 2026 |
| Expressive Wealth LLC | 2026980 | $105.9M | 133 | last filed Q2 2026 |
| Sovarnum Capital L.P. | 1626420 | $105.9M | 63 | last filed Q3 2021 |
| KEMPNER CAPITAL MANAGEMENT INC. | 898399 | $105.8M | 43 | last filed Q4 2025 |
| Regatta Research & Money Management | 2137529 | $105.7M | 495 | last filed Q2 2026 |
| Trask Adam Roland | 2109050 | $105.7M | 190 | last filed Q1 2026 |
| OneAscent Investment Solutions LLC | 1974438 | $105.6M | 144 | last filed Q2 2026 |
| Board of the Pension Protection Fund | 2041021 | $105.4M | 110 | last filed Q2 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 2056591 | $105.4M | 83 | Q3 2026 |
| Villanova Investment Management Co LLC | 1872130 | $105.4M | 56 | last filed Q2 2026 |
| Prism Planning Partners LLC | 2110534 | $105.3M | 53 | Q3 2026 |
| Generations Wealth, LLC | 2070529 | $105.3M | 36 | last filed Q2 2026 |
| COGENT STRATEGIC WEALTH LLC | 2106852 | $105.1M | 58 | Q3 2026 |
| Florence Capital Advisors, LLC | 1666759 | $105.1M | 15 | last filed Q2 2019 |
| Corecam AG | 2110914 | $105.0M | 47 | Q3 2026 |
| Geremia Financial Services, LLC | 2104898 | $104.8M | 9 | Q3 2026 |
| Xena Financial Planning, LLC | 2101744 | $104.8M | 38 | Q3 2026 |
| Hyposwiss Advisors SA | 2111640 | $104.7M | 102 | Q3 2026 |
| 22NW, LP | 1694297 | $104.7M | 14 | last filed Q2 2026 |
| IDG China Venture Capital Fund V Associates L.P. | 1709671 | $104.6M | 1 | last filed Q2 2026 |
| Calder Financial LLC | 2106810 | $104.6M | 42 | Q3 2026 |
| Indie Asset Partners, LLC | 1802244 | $104.4M | 86 | last filed Q2 2026 |
| Anavon Capital LLP | 1697186 | $104.4M | 15 | last filed Q4 2019 |
| Verdad Advisers, LP | 1812822 | $104.4M | 210 | last filed Q2 2026 |
| TOP Private Wealth LLC. | 2150231 | $104.2M | 139 | last filed Q2 2026 |
| AIHC Capital Management Ltd | 2103725 | $104.2M | 4 | last filed Q2 2026 |
| Trustees of the University of Pennsylvania | 351083 | $104.2M | 5 | last filed Q2 2026 |
| SURIENCE PRIVATE WEALTH LLC | 1900195 | $104.2M | 41 | Q3 2026 |
| Wealth Enhancement & Preservation of GA, LLC | 1803919 | $104.2M | 48 | last filed Q2 2023 |
| Aznar Financial Advisors, LLC | 2072140 | $104.1M | 31 | last filed Q4 2025 |
| Q Fund Management (Hong Kong) Ltd | 2078832 | $104.0M | 38 | Q3 2026 |
| Resource Group International Ltd | 1845874 | $104.0M | 1 | last filed Q4 2023 |
| SUCCESSION FINANCIAL, INC. | 2149098 | $104.0M | 47 | Q3 2026 |
| MOZAYYX MANAGEMENT LLC | 2116489 | $103.9M | 19 | last filed Q2 2026 |
| Tallon Kerry Patrick | 2042060 | $103.9M | 105 | last filed Q4 2024 |
| SAPPHIRE VENTURES, L.P. | 1697665 | $103.8M | 4 | last filed Q2 2026 |
| KPCB DGF III Associates, LLC | 1678001 | $103.7M | 1 | last filed Q3 2021 |
| W Capital Management, LLC | 1767329 | $103.7M | 4 | last filed Q1 2024 |
| XY Capital Ltd | 1933132 | $103.6M | 50 | last filed Q2 2026 |
| Dai-ichi Life Holdings, Inc. | 948518 | $103.6M | 21 | last filed Q3 2025 |
| SaddleRock Capital Management LLC | 2018754 | $103.6M | 16 | last filed Q2 2026 |
| Reality Financial Planning Services, LLC | 2110687 | $103.6M | 18 | last filed Q2 2026 |
| Kailix Advisors LLC | 1970731 | $103.5M | 11 | last filed Q2 2026 |
| Voit & Company, LLC | 1766790 | $103.5M | 49 | last filed Q3 2020 |
| Harrison & Co Wealth Management, LLC | 1903858 | $103.4M | 79 | last filed Q4 2022 |
| Trailhead Planners LLC | 2109534 | $103.4M | 57 | last filed Q2 2026 |
| Freemont Management S.A. | 1609120 | $103.4M | 14 | last filed Q2 2026 |
| T3 Companies, LLC | 2052441 | $103.4M | 163 | Q3 2026 |
| Arrow Investment Advisors, LLC | 1378410 | $103.4M | 75 | last filed Q2 2026 |
| UMB Private Wealth Management, LLC | 2154233 | $103.3M | 1,410 | Q3 2026 |
| Safe Harbor Wealth Advisors, LLC | 2105610 | $103.3M | 96 | last filed Q4 2025 |
| Strategic Financial Group, LLC | 2131286 | $103.3M | 20 | Q3 2026 |
| Incision Capital Management LP | 2049997 | $103.2M | 5 | last filed Q2 2026 |
| Blantyre Capital Ltd | 1887451 | $103.1M | 1 | last filed Q2 2026 |
| UG Investment Advisers Ltd. | 1697814 | $103.1M | 10 | last filed Q2 2026 |
| GRITSTONE ASSET MANAGEMENT LLC | 1964236 | $103.1M | 195 | Q3 2026 |
| PALLADIEM, LLC | 1629271 | $103.1M | 136 | last filed Q2 2026 |
| Michael A. Dubis Financial Planning, LLC | 2052271 | $103.0M | 45 | last filed Q1 2025 |
| J. Team Financial, Inc. | 2107629 | $102.9M | 102 | last filed Q2 2026 |
| IronOak Wealth LLC. | 2037081 | $102.9M | 64 | last filed Q2 2025 |
| RCF Management L.L.C. | 1546773 | $102.9M | 1 | last filed Q1 2025 |
| Alpha Square Group S LLC | 1926959 | $102.8M | 16 | last filed Q3 2024 |
| Willow Creek Capital Management, Inc. | 2152085 | $102.8M | 100 | Q3 2026 |
| 22C Capital LLC | 2075659 | $102.7M | 1 | last filed Q2 2026 |
| Alua Capital Management LP | 1827442 | $102.7M | 1 | last filed Q2 2026 |
| Independent Order of Foresters | 1538037 | $102.7M | 2 | last filed Q2 2026 |
| Orchard Capital Management, LLC | 1858319 | $102.6M | 44 | last filed Q2 2026 |
| Parrish Capital LLC | 2131053 | $102.6M | 84 | Q3 2026 |
| Peoples Bank/KS | 1998269 | $102.5M | 97 | Q3 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | 2141692 | $102.5M | 130 | last filed Q2 2026 |
| Rudd Co d/b/a Styre Wealth | 2162587 | $102.5M | 75 | Q3 2026 |
| P-STS SPV GP I, LLC | 1810095 | $102.5M | 1 | last filed Q4 2020 |
| Park State Asset Management | 1908423 | $102.4M | 25 | last filed Q2 2026 |
| Closed-End Fund Advisors, Inc. | 2103520 | $102.4M | 163 | last filed Q2 2026 |
| Seacliff Capital, LLC | 1422068 | $102.3M | 36 | last filed Q1 2019 |
| DELPHI MANAGEMENT INC /MA/ | 767684 | $102.3M | 83 | last filed Q2 2026 |
| Laurus Global Equity Management Inc. | 1869316 | $102.1M | 45 | last filed Q1 2026 |
| Electric Capital Partners, LLC | 2087133 | $102.1M | 7 | last filed Q2 2026 |
| Guilbault Capital LLC | 2134737 | $102.0M | 73 | Q3 2026 |
| Schuylkill Financial LLC | 2148716 | $101.9M | 66 | Q3 2026 |
| Riggs Capital Management LLC | 2055900 | $101.9M | 105 | last filed Q4 2024 |
| Encore Global Management, LP | 2135356 | $101.9M | 53 | last filed Q2 2026 |
| Goldfarb Andrew P | 1404740 | $101.9M | 1 | last filed Q2 2020 |
| Pantera Capital Partners LP | 2067181 | $101.8M | 15 | last filed Q2 2026 |
| MSD CAPITAL, L.P. | 1105497 | $101.8M | 3 | last filed Q2 2026 |
| Hutchinson Financial Advisors, INC | 2078477 | $101.7M | 67 | last filed Q3 2025 |
| Integrated Wealth Management | 2113155 | $101.6M | 99 | Q3 2026 |
| M&G Investments (USA) Inc. | 2021671 | $101.5M | 43 | last filed Q4 2023 |
| Provident Living Financial Services, Inc. | 2083149 | $101.5M | 50 | last filed Q2 2026 |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | 1802838 | $101.4M | 8 | last filed Q1 2026 |
| Financial Network Wealth Advisors LLC | 2012031 | $101.3M | 908 | Q3 2026 |
| Miramar Fiduciary Corp | 1587301 | $101.2M | 5 | last filed Q2 2026 |
| Englebert Financial Advisers, LLC | 2097035 | $101.1M | 60 | Q3 2026 |
| Katamaran Capital LLP | 2025353 | $101.1M | 34 | Q3 2026 |
| Aspen Private Advisors, LLC | 2143677 | $100.9M | 17 | Q3 2026 |
| Cobler Capital Management, LLC | 2081038 | $100.9M | 45 | last filed Q2 2025 |
| Kroeger Financial Partners | 2146729 | $100.9M | 129 | Q3 2026 |
| Otter Creek Advisors, LLC | 1640361 | $100.8M | 28 | last filed Q3 2025 |
| Venrock Partners Management V, LLC | 1444117 | $100.7M | 3 | last filed Q2 2020 |
| Bradley Mark J. | 1846333 | $100.7M | 42 | last filed Q2 2023 |
| Shelter Ins Retirement Plan | 1455290 | $100.7M | 8 | last filed Q2 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | 1830922 | $100.6M | 125 | Q3 2026 |
| Turner Financial Group, Inc. | 2149918 | $100.5M | 112 | last filed Q2 2026 |
| Sulzberger Capital Advisors, Inc. | 2056727 | $100.5M | 56 | Q3 2026 |
| Benchmark Capital Advisors | 1352859 | $100.5M | 115 | last filed Q4 2018 |
| Indigo Latam Management LLC | 1652253 | $100.5M | 1 | last filed Q3 2020 |
| Russell Clark Investment Management Ltd | 1340614 | $100.4M | 46 | last filed Q3 2021 |
| Cederberg Capital Ltd | 1861244 | $100.4M | 10 | last filed Q2 2026 |
| Transce3nd, LLC | 2023570 | $100.3M | 525 | Q3 2026 |
| BP CAPITAL FUND ADVISORS, LLC | 1654710 | $100.3M | 37 | last filed Q4 2019 |
| Smart Portfolios, LLC | 1513227 | $100.3M | 99 | last filed Q1 2026 |
| Ampfield Management, L.P. | 1853635 | $100.2M | 5 | last filed Q2 2026 |
| Sage Investment Counsel LLC | 2055178 | $100.2M | 125 | Q3 2026 |
| Ulrich Consultants & Investment Group, LLC | 1878849 | $100.1M | 47 | Q3 2026 |
| AGINCOURT CAPITAL MANAGEMENT, LLC | 1845254 | $99.9M | 3 | last filed Q4 2024 |
| Brookfield Hedge Solutions LLC | 1760437 | $99.8M | 10 | last filed Q1 2020 |
| Alpha Quant Advisors, LLC | 1761018 | $99.8M | 348 | last filed Q1 2019 |
| Orbis Investment Management (U.S.), L.P. | 1598147 | $99.7M | 25 | last filed Q4 2018 |
| Burrage Capital Management LLC | 1796461 | $99.7M | 22 | last filed Q2 2021 |
| Absoluto Partners Gestao de Recursos Ltda | 1847566 | $99.6M | 3 | last filed Q2 2026 |
| Builders Union LLP | 1771067 | $99.6M | 12 | last filed Q4 2022 |
| Asset Value Investors Ltd | 1870300 | $99.6M | 2 | last filed Q1 2026 |
| Wintergreen Advisers, LLC | 1360079 | $99.5M | 4 | last filed Q1 2019 |
| Chapwood Capital Investment Management, LLC | 1797334 | $99.4M | 70 | last filed Q4 2019 |
| Benson Wealth Management INC | 2109863 | $99.4M | 367 | last filed Q2 2026 |
| CSP Financial Group, LLC | 2111080 | $99.3M | 23 | Q3 2026 |
| LFS ASSET MANAGEMENT | 1942844 | $99.1M | 48 | last filed Q3 2022 |
| MARKSTON INTERNATIONAL LLC | 1089991 | $99.1M | 133 | last filed Q4 2021 |
| HFG Wealth Management, LLC | 2027836 | $99.0M | 41 | Q3 2026 |
| ACCOUNT MANAGEMENT LLC | 769954 | $99.0M | 22 | last filed Q2 2026 |
| WELD CAPITAL MANAGEMENT LLC | 1739943 | $98.8M | 209 | last filed Q2 2021 |
| Acrisure Capital Management, LLC | 1913905 | $98.8M | 251 | last filed Q1 2023 |
| Willow Financial LLC | 2077046 | $98.7M | 37 | last filed Q1 2026 |
| Momentum Advisors, LLC | 1932998 | $98.7M | 83 | last filed Q4 2022 |
| Waterstone Capital Management, L.P. | 1512370 | $98.6M | 8 | last filed Q4 2019 |