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 8 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 1550057 | $2.3B | 294 | Q3 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | $2.3B | 48 | last filed Q2 2026 |
| PALLADIUM PARTNERS LLC | 1436871 | $2.3B | 332 | last filed Q1 2022 |
| Quintet Private Bank (Europe) S.A. | 1977290 | $2.3B | 192 | Q3 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | 1929170 | $2.3B | 594 | Q3 2026 |
| Signal Advisors Wealth, LLC | 2010926 | $2.3B | 701 | Q3 2026 |
| Sullivan, Bruyette, Speros & Blaney, LLC | 1599904 | $2.3B | 416 | last filed Q1 2021 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 1854440 | $2.3B | 10 | last filed Q2 2026 |
| CQS Cayman LP | 1431256 | $2.3B | 142 | last filed Q3 2019 |
| Maj Invest Holding A/S | 1730525 | $2.3B | 40 | Q3 2026 |
| Reynders McVeigh Capital Management, LLC | 1455969 | $2.3B | 196 | last filed Q2 2026 |
| TIG Advisors, LLC | 1358253 | $2.3B | 102 | last filed Q2 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | 1223779 | $2.3B | 15 | last filed Q2 2026 |
| INVESTMENT HOUSE LLC | 1566030 | $2.3B | 203 | Q3 2026 |
| LOWE BROCKENBROUGH & CO INC | 22657 | $2.2B | 341 | last filed Q2 2026 |
| HEARTLAND ADVISORS INC | 937394 | $2.2B | 244 | last filed Q2 2026 |
| Edge Capital Group, LLC | 1767220 | $2.2B | 332 | last filed Q4 2024 |
| Sound Income Strategies, LLC | 1730960 | $2.2B | 478 | Q3 2026 |
| 3EDGE Asset Management, LP | 1665605 | $2.2B | 94 | last filed Q2 2026 |
| Walgreens Boots Alliance, Inc. | 1618921 | $2.2B | 1 | last filed Q2 2025 |
| OLD REPUBLIC INTERNATIONAL CORP | 74260 | $2.2B | 70 | Q3 2026 |
| One Way Holdings LLC | 1940869 | $2.2B | 254 | Q3 2026 |
| Meridiem Capital Partners LP | 2026798 | $2.2B | 83 | last filed Q2 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | 1320168 | $2.2B | 80 | last filed Q2 2026 |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | $2.2B | 596 | last filed Q2 2026 |
| Highstreet Asset Management Inc. | 1484368 | $2.2B | 649 | last filed Q4 2019 |
| Checchi Capital Advisers, LLC | 1598186 | $2.2B | 603 | last filed Q2 2026 |
| NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 763848 | $2.2B | 152 | last filed Q3 2020 |
| ALLEGHANY CORP /DE | 775368 | $2.2B | 25 | last filed Q3 2022 |
| Affinity Asset Advisors, LLC | 1773195 | $2.2B | 110 | last filed Q2 2026 |
| Oak Grove Capital LLC | 1661762 | $2.2B | 104 | Q3 2026 |
| AdvisorNet Financial, Inc | 1409362 | $2.2B | 668 | Q3 2026 |
| Cyndeo Wealth Partners, LLC | 1950947 | $2.2B | 562 | Q3 2026 |
| 1ST SOURCE BANK | 356264 | $2.2B | 289 | last filed Q2 2026 |
| Thematics Asset Management | 1956031 | $2.2B | 125 | last filed Q3 2025 |
| TANG CAPITAL MANAGEMENT LLC | 1232621 | $2.2B | 41 | last filed Q2 2026 |
| Marathon Asset Management Ltd | 1861026 | $2.2B | 76 | Q3 2026 |
| Bank of Italy | 1426449 | $2.2B | 8 | last filed Q2 2026 |
| Aprio Wealth Management, LLC | 1803519 | $2.2B | 636 | Q3 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 860486 | $2.2B | 415 | Q3 2026 |
| Soltis Investment Advisors LLC | 1802530 | $2.2B | 734 | Q3 2026 |
| Integrated Advisors Network LLC | 1660177 | $2.2B | 666 | Q3 2026 |
| Greenwoods Asset Management Hong Kong Ltd. | 1848138 | $2.2B | 21 | last filed Q2 2026 |
| ADAR1 Capital Management, LLC | 1940272 | $2.2B | 272 | last filed Q2 2026 |
| Rehmann Capital Advisory Group | 1633037 | $2.2B | 702 | last filed Q2 2026 |
| CORTLAND ADVISERS LLC | 1568990 | $2.2B | 32 | last filed Q3 2019 |
| Indivisible Partners | 2098400 | $2.2B | 746 | Q3 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1329375 | $2.2B | 73 | Q3 2026 |
| Point72 Hong Kong Ltd | 1599822 | $2.2B | 430 | last filed Q3 2025 |
| BERKLEY W R CORP | 11544 | $2.2B | 339 | last filed Q2 2026 |
| Pinnacle Advisory Group, Inc. | 1504404 | $2.2B | 247 | last filed Q1 2021 |
| Arisaig Partners (Asia) Pte Ltd. | 1798367 | $2.2B | 1 | last filed Q2 2024 |
| FOSTER & MOTLEY INC | 1163902 | $2.2B | 405 | last filed Q2 2026 |
| J.Safra Asset Management Corp | 1535293 | $2.2B | 633 | last filed Q2 2026 |
| Contrarius Group Holdings Ltd | 2054801 | $2.2B | 34 | last filed Q2 2026 |
| LAKE STREET ADVISORS GROUP, LLC | 1724269 | $2.2B | 646 | last filed Q4 2024 |
| Ameritas Investment Company, LLC | 938165 | $2.2B | 707 | last filed Q3 2021 |
| Traynor Capital Management, Inc. | 1666786 | $2.2B | 327 | Q3 2026 |
| MIDLAND WEALTH ADVISORS, LLC | 1990058 | $2.2B | 159 | Q3 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | 1686970 | $2.2B | 253 | last filed Q2 2026 |
| NWI MANAGEMENT LP | 1103887 | $2.2B | 50 | last filed Q2 2026 |
| Diversified Enterprises, LLC | 2037264 | $2.2B | 445 | Q3 2026 |
| TECTONIC ADVISORS LLC | 1859918 | $2.2B | 277 | Q3 2026 |
| Trek Financial, LLC | 1768195 | $2.2B | 510 | Q3 2026 |
| StepStone Group LP | 1502287 | $2.2B | 23 | last filed Q2 2026 |
| MONEY CONCEPTS CAPITAL CORP | 716851 | $2.2B | 633 | last filed Q2 2026 |
| Maren Capital LLC | 1961415 | $2.2B | 17 | last filed Q2 2026 |
| Quinn Opportunity Partners LLC | 1633275 | $2.2B | 354 | last filed Q2 2026 |
| Osmosis Investment Management UK Ltd | 1780700 | $2.2B | 452 | last filed Q2 2026 |
| Voss Capital, LP | 1730145 | $2.2B | 52 | last filed Q2 2026 |
| KLS Professional Advisors Group, LLC | 1532292 | $2.2B | 25 | last filed Q2 2019 |
| Plante Moran Financial Advisors, LLC | 1424717 | $2.1B | 1,589 | last filed Q2 2026 |
| GREENWOOD GEARHART LLC | 1084683 | $2.1B | 168 | last filed Q2 2026 |
| DOWLING & YAHNKE LLC | 1133197 | $2.1B | 373 | last filed Q3 2022 |
| S&G Foundation | 1874163 | $2.1B | 21 | last filed Q2 2026 |
| Money Design Co.,Ltd. | 1721608 | $2.1B | 72 | last filed Q2 2025 |
| Pennsylvania Trust Co | 1560808 | $2.1B | 351 | last filed Q1 2020 |
| SIGMA INVESTMENT COUNSELORS INC | 1085163 | $2.1B | 218 | Q3 2026 |
| BBR PARTNERS, LLC | 1352467 | $2.1B | 250 | last filed Q2 2026 |
| Gobi Capital LLC | 1698060 | $2.1B | 13 | last filed Q2 2026 |
| Ninety One North America, Inc. | 1633343 | $2.1B | 108 | Q3 2026 |
| Caligan Partners LP | 1727492 | $2.1B | 26 | last filed Q2 2026 |
| OAKWORTH CAPITAL, INC. | 1588871 | $2.1B | 973 | Q3 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | 1007524 | $2.1B | 231 | last filed Q2 2026 |
| Main Street Research LLC | 1513211 | $2.1B | 140 | last filed Q2 2026 |
| Stairway Partners, LLC | 1454138 | $2.1B | 18 | Q3 2026 |
| Philosophy Capital Management LLC | 1869199 | $2.1B | 40 | last filed Q2 2026 |
| SPO ADVISORY CORP | 919468 | $2.1B | 12 | last filed Q4 2018 |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | $2.1B | 462 | Q3 2026 |
| Nextech Invest Ltd. | 1595430 | $2.1B | 15 | last filed Q2 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | $2.1B | 585 | last filed Q2 2026 |
| BBVA USA Bancshares, Inc. | 1409775 | $2.1B | 539 | last filed Q1 2021 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | $2.1B | 2,262 | last filed Q2 2026 |
| Shaolin Capital Management LLC | 1766806 | $2.1B | 552 | last filed Q2 2026 |
| Cerberus Capital Management, L.P. | 1525907 | $2.1B | 12 | last filed Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | $2.1B | 789 | last filed Q2 2026 |
| Index Venture Associates VI Ltd | 1755035 | $2.1B | 3 | last filed Q2 2026 |
| OneAscent Financial Services LLC | 1780985 | $2.1B | 605 | last filed Q2 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1622346 | $2.1B | 6 | last filed Q2 2026 |
| XN Exponent Advisors LLC | 1843228 | $2.1B | 27 | last filed Q3 2021 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | $2.1B | 624 | last filed Q2 2026 |
| Resonant Capital Advisors, LLC | 1803236 | $2.1B | 551 | Q3 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1033505 | $2.1B | 304 | last filed Q3 2025 |
| Irenic Capital Management LP | 1929389 | $2.1B | 47 | last filed Q2 2026 |
| TruWealth Advisors, LLC | 1834985 | $2.1B | 182 | last filed Q1 2026 |
| Kovack Advisors, Inc. | 1728321 | $2.1B | 1,070 | last filed Q2 2026 |
| BREWIN DOLPHIN LTD | 1954243 | $2.1B | 621 | last filed Q2 2022 |
| NAYA CAPITAL MANAGEMENT UK LTD | 1665012 | $2.1B | 4 | last filed Q2 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1165805 | $2.1B | 131 | last filed Q2 2026 |
| OSTRUM ASSET MANAGEMENT | 1767945 | $2.1B | 549 | last filed Q2 2026 |
| AJ WEALTH STRATEGIES, LLC | 1744073 | $2.1B | 297 | last filed Q2 2023 |
| UNC Management Company, Inc. | 1911286 | $2.1B | 6 | last filed Q2 2026 |
| WealthPlan Investment Management, LLC | 1929986 | $2.1B | 510 | Q3 2026 |
| Kathmere Capital Management, LLC | 1794543 | $2.1B | 713 | Q3 2026 |
| DNCA FINANCE | 1752759 | $2.1B | 118 | last filed Q2 2026 |
| CIDEL ASSET MANAGEMENT INC | 1621915 | $2.1B | 478 | Q3 2026 |
| SPINNAKER TRUST | 1158970 | $2.1B | 309 | last filed Q2 2026 |
| RGM Capital, LLC | 1323953 | $2.1B | 17 | last filed Q4 2025 |
| EcoR1 Capital, LLC | 1587114 | $2.1B | 31 | last filed Q2 2026 |
| Apexium Financial, LP | 1765285 | $2.1B | 288 | last filed Q3 2025 |
| RICE HALL JAMES & ASSOCIATES, LLC | 1230765 | $2.1B | 240 | last filed Q2 2026 |
| Arvest Bank Trust Division | 1625959 | $2.1B | 240 | last filed Q2 2026 |
| Capstone Financial Advisors, Inc. | 1599217 | $2.1B | 191 | last filed Q2 2026 |
| Dorsey & Whitney Trust CO LLC | 1384042 | $2.1B | 730 | last filed Q2 2026 |
| Ribbit Management Company, LLC | 1836733 | $2.1B | 15 | last filed Q2 2026 |
| First Western Trust Bank | 1513189 | $2.1B | 215 | last filed Q2 2026 |
| Rock Springs Capital Management LP | 1595725 | $2.0B | 104 | last filed Q2 2026 |
| ABRAMS BISON INVESTMENTS, LLC | 1317588 | $2.0B | 11 | last filed Q2 2026 |
| GREENLIGHT CAPITAL INC | 1079114 | $2.0B | 40 | last filed Q4 2023 |
| Jacobi Capital Management LLC | 1689646 | $2.0B | 644 | last filed Q2 2026 |
| Point72 Europe (London) LLP | 1698051 | $2.0B | 726 | last filed Q3 2025 |
| Aaron Wealth Advisors LLC | 1812198 | $2.0B | 687 | Q3 2026 |
| Westchester Capital Management, LLC | 1512805 | $2.0B | 301 | last filed Q2 2026 |
| Strategic Blueprint, LLC | 1767821 | $2.0B | 672 | Q3 2026 |
| Smith Asset Management Group LP | 1091561 | $2.0B | 363 | last filed Q2 2021 |
| Boxer Capital, LLC | 1465837 | $2.0B | 68 | last filed Q3 2024 |
| UNIVEST FINANCIAL Corp | 102212 | $2.0B | 275 | last filed Q2 2026 |
| 683 Capital Management, LLC | 1404574 | $2.0B | 145 | last filed Q2 2026 |
| Siemens Fonds Invest GmbH | 1856637 | $2.0B | 538 | last filed Q2 2026 |
| CenterBook Partners LP | 1872738 | $2.0B | 693 | last filed Q2 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1082509 | $2.0B | 194 | Q3 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1965756 | $2.0B | 417 | Q3 2026 |
| CERTUITY, LLC | 1800752 | $2.0B | 672 | last filed Q2 2026 |
| OMNI PARTNERS LLP | 1576497 | $2.0B | 247 | last filed Q1 2021 |
| FOUNDERS FINANCIAL SECURITIES LLC | 1342396 | $2.0B | 579 | Q3 2026 |
| WATERS PARKERSON & CO., LLC | 1222993 | $2.0B | 200 | last filed Q2 2026 |
| Evanson Financial, LLC | 2140235 | $2.0B | 315 | Q3 2026 |
| BANK OF HAWAII | 315080 | $2.0B | 233 | last filed Q2 2026 |
| Principle Wealth Partners LLC | 1743413 | $2.0B | 398 | last filed Q2 2026 |
| COURIER CAPITAL LLC | 1015247 | $2.0B | 405 | Q3 2026 |
| Summit Global Investments | 1697953 | $2.0B | 516 | Q3 2026 |
| Cambria Investment Management, L.P. | 1529389 | $2.0B | 731 | last filed Q2 2026 |
| WADDELL & ASSOCIATES, LLC | 1776757 | $2.0B | 543 | last filed Q2 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | $2.0B | 164 | last filed Q2 2026 |
| Foster Victor Wealth Advisors, LLC | 1769063 | $2.0B | 261 | Q3 2026 |
| COMMUNITY TRUST & INVESTMENT CO | 1047142 | $2.0B | 144 | Q3 2026 |
| Essex Financial Services, Inc. | 1315785 | $2.0B | 836 | last filed Q2 2026 |
| JFS WEALTH ADVISORS, LLC | 1568068 | $2.0B | 2,253 | last filed Q2 2026 |
| NWAM LLC | 1655006 | $2.0B | 684 | last filed Q2 2026 |
| Ninety One SA (Pty) Ltd | 1491998 | $2.0B | 103 | Q3 2026 |
| Casdin Capital, LLC | 1534261 | $2.0B | 43 | last filed Q2 2026 |
| Knights of Columbus Asset Advisors LLC | 1688666 | $2.0B | 386 | last filed Q2 2026 |
| BOUSSARD & GAVAUDAN GESTION SAS | 1569001 | $2.0B | 103 | last filed Q2 2026 |
| Fragasso Financial Advisors Inc | 1613331 | $2.0B | 375 | Q3 2026 |
| TOYOTA MOTOR CORP/ | 1094517 | $2.0B | 2 | last filed Q2 2026 |
| FIFTH THIRD SECURITIES, INC. | 73956 | $2.0B | 420 | Q3 2026 |
| Turtle Creek Wealth Advisors, LLC | 2007171 | $2.0B | 501 | Q3 2026 |
| Wesleyan Assurance Society | 1773368 | $2.0B | 109 | last filed Q2 2026 |
| Leeward Investments, LLC - MA | 1923173 | $2.0B | 139 | Q3 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | 820743 | $2.0B | 96 | last filed Q2 2026 |
| Cerity Partners OCIO LLC | 1519611 | $2.0B | 28 | last filed Q2 2026 |
| Polymer Capital Management (HK) LTD | 1970465 | $2.0B | 142 | last filed Q2 2026 |
| LGT CAPITAL PARTNERS LTD. | 1641992 | $2.0B | 38 | last filed Q2 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1245862 | $2.0B | 296 | last filed Q2 2026 |
| Jordan Park Group LLC | 1707975 | $2.0B | 68 | last filed Q2 2026 |
| Willis Investment Counsel | 1310929 | $2.0B | 128 | Q3 2026 |
| F/m Investments LLC | 1834499 | $2.0B | 354 | last filed Q2 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | 1766150 | $2.0B | 252 | last filed Q2 2026 |
| PFG Advisors | 1694435 | $2.0B | 761 | Q3 2026 |
| McKinley Carter Wealth Services, Inc. | 1484265 | $2.0B | 316 | Q3 2026 |
| Berger Financial Group, Inc | 1826136 | $2.0B | 476 | last filed Q2 2026 |
| Symmetry Partners, LLC | 1697493 | $2.0B | 358 | Q3 2026 |
| Prescott General Partners LLC | 1538653 | $2.0B | 10 | last filed Q2 2026 |
| Greenhouse Funds LLLP | 1626220 | $2.0B | 29 | last filed Q2 2026 |
| MEEDER ASSET MANAGEMENT INC | 809443 | $2.0B | 930 | last filed Q2 2026 |
| SUN LIFE FINANCIAL INC | 1097362 | $2.0B | 44 | last filed Q2 2026 |
| Granite Investment Partners, LLC | 1542266 | $2.0B | 277 | last filed Q2 2026 |
| Cormorant Asset Management, LP | 1583977 | $2.0B | 50 | last filed Q2 2026 |
| ADELL HARRIMAN & CARPENTER INC | 1134152 | $2.0B | 158 | last filed Q2 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 869367 | $2.0B | 90 | Q3 2026 |
| BOK Financial Private Wealth, Inc. | 1317348 | $1.9B | 792 | last filed Q2 2026 |
| Omni Partners US LLC | 1800081 | $1.9B | 244 | last filed Q3 2021 |
| ATWOOD & PALMER INC | 1044929 | $1.9B | 496 | Q3 2026 |
| MUFG SECURITIES AMERICAS INC. | 867626 | $1.9B | 506 | last filed Q2 2026 |
| REBALANCE, LLC | 1811052 | $1.9B | 100 | Q3 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 1424381 | $1.9B | 63 | last filed Q2 2026 |
| Segment Wealth Management, LLC | 1575581 | $1.9B | 314 | Q3 2026 |
| Tao Capital Management LP | 1802967 | $1.9B | 6 | last filed Q2 2026 |
| Progeny 3, Inc. | 1536006 | $1.9B | 29 | last filed Q2 2026 |
| TT INTERNATIONAL | 1483532 | $1.9B | 60 | last filed Q3 2020 |
| Sofinnova Investments, Inc. | 1631134 | $1.9B | 56 | last filed Q2 2026 |
| Standard Investments LLC | 1539436 | $1.9B | 11 | last filed Q2 2026 |
| Eversept Partners, LP | 1697013 | $1.9B | 119 | last filed Q2 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | 938592 | $1.9B | 265 | Q3 2026 |
| Regal Investment Advisors LLC | 1559789 | $1.9B | 647 | last filed Q2 2026 |
| KGH Ltd | 1549641 | $1.9B | 26 | last filed Q4 2024 |
| Sourcerock Group LLC | 1822531 | $1.9B | 36 | last filed Q2 2026 |
| Distillate Capital Partners LLC | 1741001 | $1.9B | 118 | last filed Q2 2026 |
| MHR FUND MANAGEMENT LLC | 1277742 | $1.9B | 11 | last filed Q2 2026 |
| FAS Wealth Partners, Inc. | 1596957 | $1.9B | 516 | last filed Q2 2026 |
| GMT Capital Corp | 1106191 | $1.9B | 68 | last filed Q2 2026 |
| China Universal Asset Management Co., Ltd. | 1906594 | $1.9B | 522 | Q3 2026 |
| Hill Path Capital LP | 1676292 | $1.9B | 7 | last filed Q2 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 807985 | $1.9B | 47 | last filed Q2 2026 |
| BOSTON ADVISORS LLC | 1062842 | $1.9B | 597 | last filed Q3 2019 |
| PATTEN & PATTEN INC/TN | 1044905 | $1.9B | 353 | Q3 2026 |
| Evensky & Katz LLC | 1357867 | $1.9B | 69 | Q3 2026 |
| BROADWOOD CAPITAL INC | 1278387 | $1.9B | 6 | last filed Q2 2026 |
| KINTRA WEALTH, LLC | 1904432 | $1.9B | 514 | last filed Q2 2026 |
| Koshinski Asset Management, Inc. | 1633389 | $1.9B | 780 | Q3 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | 928568 | $1.9B | 270 | Q3 2026 |
| Campbell & CO Investment Adviser LLC | 1353570 | $1.9B | 1,005 | last filed Q2 2026 |
| DENDUR CAPITAL LP | 1782124 | $1.9B | 24 | last filed Q2 2026 |
| PDT Partners, LLC | 1564702 | $1.9B | 489 | last filed Q2 2026 |
| JANA Partners Management, LP | 1998597 | $1.9B | 10 | last filed Q2 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | $1.9B | 853 | last filed Q2 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | 2056690 | $1.9B | 184 | last filed Q2 2026 |
| Legacy Wealth Management, LLC | 1488921 | $1.9B | 34 | Q3 2026 |
| GFS Advisors, LLC | 1427263 | $1.9B | 370 | last filed Q2 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1056549 | $1.9B | 205 | last filed Q2 2026 |
| CACTI ASSET MANAGEMENT LLC | 1452208 | $1.9B | 79 | Q3 2026 |
| Foundry Partners, LLC | 1573913 | $1.9B | 259 | last filed Q1 2025 |
| NEXT CENTURY GROWTH INVESTORS LLC | 1134007 | $1.9B | 113 | last filed Q2 2026 |
| Jaffetilchin Investment Partners, LLC | 1404652 | $1.9B | 489 | last filed Q2 2026 |
| CAS Investment Partners, LLC | 1697591 | $1.9B | 6 | last filed Q2 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | $1.9B | 748 | last filed Q2 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | 1133653 | $1.9B | 288 | Q3 2026 |
| Sylebra Capital Ltd | 1627436 | $1.9B | 20 | last filed Q3 2023 |
| Carroll Financial Associates, Inc. | 1567784 | $1.9B | 1,600 | last filed Q4 2021 |
| First Interstate Bank | 1125727 | $1.9B | 197 | Q3 2026 |
| Oasis Management Co Ltd. | 1317904 | $1.9B | 108 | last filed Q2 2026 |
| GRANDFIELD & DODD, LLC | 1308016 | $1.9B | 216 | Q3 2026 |
| Proem Advisors LLC | 1842526 | $1.9B | 40 | last filed Q2 2026 |
| Robinhood Asset Management, LLC | 2067588 | $1.9B | 83 | last filed Q2 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | $1.9B | 128 | Q3 2026 |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | $1.9B | 349 | last filed Q2 2026 |
| Trinity Street Asset Management LLP | 1592579 | $1.9B | 24 | Q3 2026 |
| KEYSTONE INVESTORS PTE LTD | 1926253 | $1.9B | 84 | last filed Q2 2026 |
| First Trust Direct Indexing L.P. | 1845469 | $1.9B | 979 | last filed Q3 2024 |
| Credential Qtrade Securities Inc. | 2077908 | $1.9B | 379 | last filed Q1 2024 |
