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 7 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| James Hambro & Partners LLP | 1731152 | $2.9B | 68 | Q3 2026 |
| Canada Post Corp Registered Pension Plan | 1991835 | $2.9B | 492 | last filed Q2 2026 |
| KLINGENSTEIN FIELDS & CO LP | 859872 | $2.9B | 195 | last filed Q2 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | $2.9B | 286 | Q3 2026 |
| IFG Advisory, LLC | 1728319 | $2.9B | 2,363 | last filed Q2 2026 |
| Saudi Electronic Games Holding Co | 2100727 | $2.9B | 1 | last filed Q2 2026 |
| Hardman Johnston Global Advisors LLC | 1006364 | $2.9B | 77 | last filed Q2 2026 |
| Westwood Global Investments, LLC | 1356513 | $2.8B | 11 | last filed Q2 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | $2.8B | 197 | last filed Q2 2026 |
| EA Series Trust | 1592900 | $2.8B | 1,118 | last filed Q2 2023 |
| One Rock Capital Partners, LLC | 2061426 | $2.8B | 1 | last filed Q2 2026 |
| HighPoint Advisor Group LLC | 1616034 | $2.8B | 691 | last filed Q2 2026 |
| Wealthspire Advisors, L.P. | 1666612 | $2.8B | 482 | last filed Q3 2020 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1694870 | $2.8B | 186 | last filed Q2 2026 |
| Dragoneer Investment Group, LLC | 1602189 | $2.8B | 12 | last filed Q2 2026 |
| BLI - Banque de Luxembourg Investments | 2052594 | $2.8B | 195 | last filed Q2 2026 |
| Ruffer LLP | 1426859 | $2.8B | 187 | last filed Q2 2026 |
| IndexIQ Advisors LLC | 1415996 | $2.8B | 1,305 | last filed Q1 2022 |
| Dorsal Capital Management, LP | 1547007 | $2.8B | 23 | last filed Q2 2026 |
| ABEILLE ASSET MANAGEMENT SA | 1145937 | $2.8B | 99 | last filed Q4 2022 |
| Krane Funds Advisors LLC | 1536592 | $2.8B | 185 | last filed Q2 2026 |
| Balentine LLC | 1586678 | $2.8B | 243 | last filed Q2 2026 |
| Hosking Partners LLP | 1650135 | $2.8B | 102 | Q3 2026 |
| Encompass Capital Advisors LLC | 1541901 | $2.8B | 54 | last filed Q2 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1085601 | $2.8B | 44 | last filed Q2 2026 |
| MCF Advisors LLC | 1602905 | $2.8B | 424 | Q3 2026 |
| Granahan Investment Management, LLC | 1026710 | $2.8B | 150 | last filed Q2 2026 |
| TRUST CO OF VERMONT | 1134008 | $2.8B | 1,376 | Q3 2026 |
| Finepoint Capital LP | 1608126 | $2.8B | 9 | last filed Q2 2026 |
| H&F Corporate Investors X, Ltd. | 1901930 | $2.8B | 1 | last filed Q2 2026 |
| PITTENGER & ANDERSON INC | 1034886 | $2.8B | 507 | last filed Q2 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | 1276460 | $2.8B | 95 | Q3 2026 |
| Proficio Capital Partners LLC | 1654175 | $2.8B | 690 | last filed Q2 2026 |
| SECURIAN ASSET MANAGEMENT, INC | 1035350 | $2.8B | 926 | last filed Q2 2026 |
| FIRST FOUNDATION ADVISORS | 1086763 | $2.8B | 353 | last filed Q2 2026 |
| BLB&B Advisors, LLC | 1389059 | $2.8B | 278 | Q3 2026 |
| ST GERMAIN D J CO INC | 831571 | $2.8B | 914 | last filed Q2 2026 |
| EULAV Asset Management | 1540826 | $2.8B | 151 | Q3 2026 |
| Consulta Ltd | 1510677 | $2.8B | 15 | last filed Q2 2026 |
| Burkehill Global Management, LP | 1904549 | $2.8B | 173 | last filed Q2 2026 |
| Stratos Investment Management, LLC | 1707206 | $2.8B | 382 | last filed Q2 2026 |
| Capital Asset Advisory Services LLC | 1666024 | $2.8B | 374 | last filed Q2 2026 |
| MacKay Shields LLC | 61227 | $2.8B | 103 | Q3 2026 |
| Advocacy Wealth Management, LLC | 1569452 | $2.8B | 151 | last filed Q2 2026 |
| Greenwich Wealth Management LLC | 1439805 | $2.7B | 297 | last filed Q2 2026 |
| NorthCoast Asset Management LLC | 1456227 | $2.7B | 426 | last filed Q3 2021 |
| Senator Investment Group LP | 1443689 | $2.7B | 58 | last filed Q2 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 924181 | $2.7B | 633 | last filed Q2 2026 |
| CBIZ Investment Advisory Services, LLC | 1795934 | $2.7B | 415 | last filed Q2 2026 |
| Meeder Advisory Services, Inc. | 1792167 | $2.7B | 742 | last filed Q2 2026 |
| Analog Century Management LP | 1753384 | $2.7B | 25 | last filed Q2 2026 |
| Connecticut Wealth Management, LLC | 1689829 | $2.7B | 338 | Q3 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | 1167388 | $2.7B | 55 | last filed Q2 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1034541 | $2.7B | 27 | last filed Q2 2026 |
| Steele Capital Management, Inc. | 1646695 | $2.7B | 85 | last filed Q2 2026 |
| GLADE BROOK CAPITAL PARTNERS LLC | 1529872 | $2.7B | 2 | last filed Q2 2026 |
| Avantyr Capital Partners, LP | 2087378 | $2.7B | 24 | last filed Q2 2026 |
| Cinctive Capital Management LP | 1787258 | $2.7B | 406 | last filed Q2 2026 |
| Glenorchy Capital Ltd | 2008506 | $2.7B | 63 | last filed Q2 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | 1082215 | $2.7B | 200 | last filed Q2 2026 |
| Avala Global LP | 1948899 | $2.7B | 30 | last filed Q2 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2110897 | $2.7B | 361 | Q3 2026 |
| RIVERHEAD CAPITAL MANAGEMENT LLC | 1568679 | $2.7B | 1,497 | last filed Q3 2019 |
| MIROVA | 1767843 | $2.7B | 185 | last filed Q2 2026 |
| BRAIDWELL LP | 1920938 | $2.7B | 86 | last filed Q2 2026 |
| RWC Asset Management LLP | 1520478 | $2.7B | 174 | Q3 2026 |
| BADGLEY PHELPS & BELL INC | 915325 | $2.7B | 222 | last filed Q2 2021 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1691766 | $2.7B | 771 | Q3 2026 |
| TEMA ETFS LLC | 2056807 | $2.7B | 594 | Q3 2026 |
| Generate Investment Management Ltd | 2025905 | $2.7B | 84 | Q3 2026 |
| LOGAN CAPITAL MANAGEMENT INC | 1121330 | $2.7B | 443 | last filed Q2 2026 |
| Wealthsimple Inc. | 1915565 | $2.7B | 38 | last filed Q3 2022 |
| Arizona PSPRS Trust | 1565332 | $2.7B | 14 | last filed Q2 2026 |
| UHLMANN PRICE SECURITIES, LLC | 1035344 | $2.7B | 291 | last filed Q2 2026 |
| GHP Investment Advisors, Inc. | 1401561 | $2.7B | 1,321 | Q3 2026 |
| Allianz Investment Management U.S. LLC | 1860935 | $2.7B | 65 | last filed Q3 2025 |
| ROTHSCHILD INVESTMENT LLC | 85338 | $2.7B | 3,636 | last filed Q2 2026 |
| Baltimore-Washington Financial Advisors, Inc. | 1555486 | $2.7B | 206 | last filed Q2 2026 |
| Portolan Capital Management, LLC | 1350290 | $2.7B | 148 | last filed Q2 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | $2.7B | 884 | last filed Q2 2026 |
| Mizuho Markets Cayman LP | 1803149 | $2.7B | 89 | last filed Q2 2026 |
| FOCUS FINANCIAL NETWORK INC /ADV | 925208 | $2.7B | 710 | last filed Q4 2023 |
| Skandinaviska Enskilda Banken AB (publ) | 1534653 | $2.7B | 166 | last filed Q2 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1654599 | $2.7B | 803 | Q3 2026 |
| McAdam, LLC | 1695490 | $2.7B | 530 | Q3 2026 |
| Bell Bank | 1002672 | $2.7B | 204 | Q3 2026 |
| HENNESSY ADVISORS INC | 1145255 | $2.7B | 287 | Q3 2026 |
| Trajan Wealth LLC | 1934415 | $2.6B | 152 | last filed Q2 2026 |
| CAMBRIDGE TRUST CO | 1074272 | $2.6B | 655 | last filed Q1 2024 |
| Motley Fool Asset Management LLC | 1512814 | $2.6B | 256 | Q3 2026 |
| Prosperity Consulting Group, LLC | 1910398 | $2.6B | 630 | last filed Q2 2026 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 915191 | $2.6B | 32 | last filed Q2 2026 |
| Mason Investment Advisory Services, Inc. | 1635007 | $2.6B | 84 | last filed Q2 2026 |
| Lindsell Train Ltd | 1484150 | $2.6B | 28 | last filed Q2 2026 |
| SIMON QUICK ADVISORS, LLC | 1692038 | $2.6B | 455 | Q3 2026 |
| FIRST HORIZON CORP | 36966 | $2.6B | 1,514 | Q3 2026 |
| Ziegler Capital Management, LLC | 1307617 | $2.6B | 401 | last filed Q1 2024 |
| Anomaly Capital Management, LP | 1817534 | $2.6B | 24 | last filed Q2 2026 |
| Purpose Unlimited Inc. | 2115120 | $2.6B | 603 | last filed Q2 2026 |
| ROCKLAND TRUST CO | 84616 | $2.6B | 320 | Q3 2026 |
| Constellation Investments, Inc. | 1573575 | $2.6B | 18 | Q3 2026 |
| North Reef Capital Management LP | 1867831 | $2.6B | 43 | last filed Q2 2026 |
| FEINBERG STEPHEN | 947822 | $2.6B | 5 | last filed Q3 2020 |
| MARTIN CURRIE LTD | 1094499 | $2.6B | 51 | last filed Q2 2025 |
| Trilogy Capital Inc. | 1722512 | $2.6B | 401 | Q3 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | $2.6B | 1,024 | Q3 2026 |
| GenTrust, LLC | 1697110 | $2.6B | 201 | last filed Q2 2026 |
| GM Advisory Group, LLC | 1598304 | $2.6B | 372 | last filed Q1 2026 |
| BLS Capital Fondsmaeglerselskab A/S | 1670104 | $2.6B | 11 | last filed Q2 2026 |
| Meritage Group LP | 1427119 | $2.6B | 12 | last filed Q2 2026 |
| Coronation Fund Managers Ltd. | 1594320 | $2.6B | 49 | Q3 2026 |
| Banque Cantonale Vaudoise | 1793755 | $2.6B | 816 | last filed Q2 2026 |
| Paralel Advisors LLC | 1895911 | $2.6B | 126 | last filed Q2 2026 |
| CENTAURUS FINANCIAL, INC. | 891943 | $2.6B | 1,111 | last filed Q2 2026 |
| SOFI WEALTH, LLC | 1925582 | $2.6B | 61 | Q3 2026 |
| Delek Group, Ltd. | 1361371 | $2.6B | 220 | last filed Q2 2019 |
| Venturi Wealth Management, LLC | 1666363 | $2.6B | 632 | last filed Q2 2026 |
| PFG Investments, LLC | 1973224 | $2.6B | 1,295 | last filed Q2 2026 |
| PAULSON & CO. INC. | 1035674 | $2.6B | 8 | last filed Q2 2026 |
| ECLIPSE OPERATIONS, LLC | 1908066 | $2.6B | 2 | last filed Q2 2026 |
| Moors & Cabot, Inc. | 1607239 | $2.6B | 955 | last filed Q2 2026 |
| B. Riley Wealth Advisors, Inc. | 1464811 | $2.6B | 997 | Q3 2026 |
| CSS LLC/IL | 1103646 | $2.6B | 850 | last filed Q2 2026 |
| STALEY CAPITAL ADVISERS INC | 1106565 | $2.6B | 193 | last filed Q2 2026 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 1484148 | $2.6B | 38 | last filed Q2 2026 |
| Ausdal Financial Partners, Inc. | 1667146 | $2.6B | 1,034 | last filed Q2 2026 |
| Chesley Taft & Associates LLC | 1164632 | $2.6B | 365 | Q3 2026 |
| CAPITAL COUNSEL LLC/NY | 1114928 | $2.6B | 58 | last filed Q2 2026 |
| Tekla Capital Management LLC | 1300336 | $2.6B | 166 | last filed Q2 2023 |
| North Dakota State Investment Board | 2064039 | $2.5B | 811 | Q3 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | $2.5B | 270 | last filed Q2 2026 |
| British Airways Pensions Investment Management Ltd | 1536558 | $2.5B | 96 | last filed Q2 2021 |
| NORTH STAR ASSET MANAGEMENT INC | 1056559 | $2.5B | 372 | last filed Q2 2026 |
| Sageworth Trust Co | 1482688 | $2.5B | 127 | last filed Q2 2026 |
| Quantbot Technologies LP | 1512991 | $2.5B | 1,893 | last filed Q2 2026 |
| Pine Valley Investments Ltd Liability Co | 1975417 | $2.5B | 571 | last filed Q2 2026 |
| Visionary Wealth Advisors | 1802984 | $2.5B | 666 | last filed Q2 2026 |
| Integral Health Asset Management, LLC | 1773206 | $2.5B | 90 | last filed Q2 2026 |
| PIEDMONT INVESTMENT ADVISORS INC | 1270341 | $2.5B | 803 | last filed Q1 2020 |
| SPRING CREEK CAPITAL LLC | 1451531 | $2.5B | 823 | last filed Q1 2022 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 897599 | $2.5B | 117 | last filed Q2 2026 |
| Kodai Capital Management LP | 1999612 | $2.5B | 145 | last filed Q1 2025 |
| West Oak Capital, LLC | 1387399 | $2.5B | 271 | last filed Q3 2025 |
| Index Fund Advisors, Inc. | 1665097 | $2.5B | 135 | last filed Q2 2026 |
| Luxor Capital Group, LP | 1316580 | $2.5B | 46 | last filed Q2 2026 |
| Obermeyer Wealth Partners | 1349654 | $2.5B | 299 | Q3 2026 |
| Entropy Technologies, LP | 1976151 | $2.5B | 929 | last filed Q2 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | $2.5B | 109 | last filed Q2 2026 |
| Nippon Life Global Investors Americas, Inc. | 1040190 | $2.5B | 104 | Q3 2026 |
| Electron Capital Partners, LLC | 1586986 | $2.5B | 46 | last filed Q2 2026 |
| Smithfield Trust Co | 1019754 | $2.5B | 1,080 | last filed Q2 2026 |
| Sepio Capital, LP | 1751412 | $2.5B | 304 | Q3 2026 |
| Delta Accumulation, LLC | 1808389 | $2.5B | 83 | last filed Q2 2026 |
| Gratus Capital, LLC | 1652103 | $2.5B | 371 | last filed Q2 2024 |
| BSN CAPITAL PARTNERS Ltd | 1911876 | $2.5B | 18 | Q3 2026 |
| ADVISOR PARTNERS II, LLC | 1954015 | $2.5B | 1,252 | last filed Q3 2023 |
| Route One Investment Company, L.P. | 1512171 | $2.5B | 20 | last filed Q2 2026 |
| Acropolis Investment Management, LLC | 1318601 | $2.5B | 379 | Q3 2026 |
| SEVEN GRAND MANAGERS, LLC | 1909126 | $2.5B | 176 | last filed Q2 2026 |
| HRTG GPE, LLC | 1537455 | $2.5B | 6 | last filed Q2 2026 |
| StoneX Group Inc. | 913760 | $2.5B | 1,464 | last filed Q2 2026 |
| Valiant Capital Management, L.P. | 1452689 | $2.5B | 26 | last filed Q2 2026 |
| Pinnacle Wealth Advisors | 1698283 | $2.5B | 463 | last filed Q2 2021 |
| Csenge Advisory Group | 1715593 | $2.5B | 760 | last filed Q2 2026 |
| RENAISSANCE GROUP LLC | 944234 | $2.5B | 234 | last filed Q2 2026 |
| BFC Planning, Inc. | 2160654 | $2.5B | 3,417 | last filed Q2 2026 |
| Global X Japan Co., Ltd. | 2027450 | $2.5B | 389 | Q3 2026 |
| Port Capital LLC | 1729212 | $2.5B | 108 | last filed Q2 2026 |
| Laird Norton Wetherby Wealth Management, LLC | 1279627 | $2.4B | 930 | last filed Q3 2025 |
| Northeast Financial Consultants Inc | 1599863 | $2.4B | 299 | last filed Q2 2025 |
| First Beijing Investment Ltd | 1701717 | $2.4B | 11 | last filed Q2 2026 |
| Leonteq Securities AG | 1535950 | $2.4B | 1,210 | Q3 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | 1911056 | $2.4B | 983 | Q3 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1639753 | $2.4B | 73 | last filed Q2 2026 |
| FLOW TRADERS U.S. LLC | 1466697 | $2.4B | 979 | last filed Q2 2026 |
| LANSDOWNE PARTNERS (UK) LLP | 1608485 | $2.4B | 26 | last filed Q2 2026 |
| Birch Hill Investment Advisors LLC | 1424177 | $2.4B | 219 | Q3 2026 |
| RNC CAPITAL MANAGEMENT LLC | 51762 | $2.4B | 181 | last filed Q2 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | 1134283 | $2.4B | 181 | last filed Q2 2026 |
| Aristotle Atlantic Partners, LLC | 1697267 | $2.4B | 117 | last filed Q2 2026 |
| BLACKHILL CAPITAL INC | 872162 | $2.4B | 47 | last filed Q2 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1389507 | $2.4B | 113 | last filed Q2 2026 |
| RBF Capital, LLC | 1134621 | $2.4B | 509 | last filed Q2 2026 |
| Cavalier Investments, LLC | 1655543 | $2.4B | 49 | last filed Q2 2026 |
| Empirical Finance, LLC | 1572838 | $2.4B | 505 | last filed Q2 2026 |
| Klingman & Associates, LLC | 1662449 | $2.4B | 423 | Q3 2026 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 1702122 | $2.4B | 8 | last filed Q2 2026 |
| Merriman Wealth Management, LLC | 1568389 | $2.4B | 209 | last filed Q4 2024 |
| ArrowMark Colorado Holdings LLC | 1483859 | $2.4B | 296 | last filed Q2 2026 |
| LGT Fund Management Co Ltd. | 1911284 | $2.4B | 235 | last filed Q2 2026 |
| SouthState Bank Corp | 764038 | $2.4B | 1,313 | last filed Q2 2026 |
| DAVIDSON INVESTMENT ADVISORS | 1140771 | $2.4B | 122 | Q3 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1672142 | $2.4B | 181 | last filed Q2 2026 |
| Barrett Asset Management, LLC | 1526411 | $2.4B | 229 | last filed Q1 2022 |
| Forest Avenue Capital Management LP | 1944889 | $2.4B | 24 | last filed Q2 2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 225602 | $2.4B | 2 | last filed Q2 2026 |
| Sandy Spring Bank | 1457833 | $2.4B | 1,217 | last filed Q1 2025 |
| EQUITABLE TRUST CO | 33250 | $2.4B | 444 | Q3 2026 |
| Catterton Management Company, L.L.C. | 1560123 | $2.4B | 3 | Q3 2026 |
| Intermede Investment Partners Ltd | 1664713 | $2.4B | 30 | last filed Q2 2026 |
| Parsec Financial Management, Inc. | 1349138 | $2.4B | 295 | last filed Q1 2023 |
| Azora Capital LP | 1700272 | $2.4B | 47 | last filed Q2 2026 |
| Inspire Investing, LLC | 1670139 | $2.4B | 1,285 | Q3 2026 |
| AMP Capital Investors Ltd | 1535782 | $2.4B | 111 | last filed Q1 2022 |
| Lombard Odier Asset Management (Europe) Ltd | 1535784 | $2.4B | 211 | last filed Q2 2026 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1259513 | $2.4B | 413 | last filed Q3 2019 |
| New Age Alpha Advisors, LLC | 1764807 | $2.4B | 927 | last filed Q2 2026 |
| Procyon Advisors, LLC | 1804329 | $2.4B | 586 | Q3 2026 |
| BNDES Participacoes S.A. | 1715696 | $2.4B | 1 | last filed Q2 2026 |
| SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 1068829 | $2.4B | 42 | last filed Q2 2020 |
| GREENOAKS LLC | 1840735 | $2.4B | 10 | last filed Q2 2026 |
| Verdence Capital Advisors LLC | 1719305 | $2.4B | 758 | Q3 2026 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | 1550660 | $2.4B | 14 | last filed Q2 2026 |
| Bowie Capital Management, LLC | 1691982 | $2.4B | 30 | last filed Q2 2026 |
| Hills Bank & Trust Co | 1309148 | $2.3B | 383 | last filed Q2 2026 |
| Heard Capital LLC | 1796409 | $2.3B | 21 | last filed Q2 2026 |
| Azimuth Capital Management LLC | 1352512 | $2.3B | 318 | last filed Q1 2022 |
| Atlas FRM LLC | 1879898 | $2.3B | 25 | last filed Q2 2026 |
| TIEDEMANN ADVISORS, LLC | 1483232 | $2.3B | 272 | last filed Q3 2023 |
| Trust Asset Management LLC | 1608376 | $2.3B | 252 | last filed Q2 2026 |
| NS Partners Ltd | 1657111 | $2.3B | 77 | last filed Q2 2026 |
| MONTAG A & ASSOCIATES INC | 829407 | $2.3B | 1,052 | Q3 2026 |
| Strategic Wealth Advisors Group, LLC | 1548916 | $2.3B | 555 | last filed Q3 2022 |
| Cornerstone Wealth Management, LLC | 1674117 | $2.3B | 745 | last filed Q2 2026 |
| Madison Avenue Partners, LP | 1801265 | $2.3B | 25 | last filed Q2 2026 |
| Logos Global Management LP | 1792126 | $2.3B | 68 | last filed Q2 2026 |
| Covington Capital Management | 1323119 | $2.3B | 1,182 | last filed Q3 2022 |
| Accredited Investors Inc. | 1518364 | $2.3B | 299 | last filed Q2 2026 |
| Nationwide Fund Advisors | 1097218 | $2.3B | 8 | Q3 2026 |
| GCM Grosvenor Holdings, LLC | 1939480 | $2.3B | 24 | last filed Q2 2026 |
| TCI Wealth Advisors, Inc. | 1583751 | $2.3B | 265 | last filed Q2 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1278678 | $2.3B | 170 | Q3 2026 |
| Linscomb Wealth, Inc. | 1313294 | $2.3B | 311 | last filed Q2 2026 |
| CAMBIAR INVESTORS LLC | 823621 | $2.3B | 150 | last filed Q2 2026 |
| Smith Salley Wealth Management | 1482012 | $2.3B | 275 | last filed Q2 2026 |
| GW HENSSLER & ASSOCIATES LTD | 1080369 | $2.3B | 224 | Q3 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | 1009006 | $2.3B | 294 | last filed Q2 2026 |
| SYON CAPITAL LLC | 1999353 | $2.3B | 949 | last filed Q2 2026 |
| Bryn Mawr Trust Advisors, LLC | 1700481 | $2.3B | 456 | last filed Q2 2026 |
| ARES MANAGEMENT LLC | 1259313 | $2.3B | 44 | last filed Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1018674 | $2.3B | 522 | Q3 2026 |
| LA FINANCIERE DE L'ECHIQUIER | 1673995 | $2.3B | 104 | last filed Q2 2024 |
| Carlson Capital Management | 1581298 | $2.3B | 112 | last filed Q4 2024 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1484205 | $2.3B | 355 | Q3 2026 |
| ARS Investment Partners, LLC | 733020 | $2.3B | 181 | last filed Q2 2026 |
| NORRIS PERNE & FRENCH LLP/MI | 1092290 | $2.3B | 156 | Q3 2026 |
| ALERUS FINANCIAL NA | 919458 | $2.3B | 506 | last filed Q2 2026 |
| Elser Financial Planning, Inc | 2028202 | $2.3B | 132 | Q3 2026 |
| Strategic Financial Services, Inc. | 1432539 | $2.3B | 155 | last filed Q2 2026 |
| COLUMBUS CIRCLE INVESTORS | 1228773 | $2.3B | 126 | last filed Q4 2020 |