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 9 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Evanson Asset Management, LLC | 1626379 | $1.9B | 321 | last filed Q1 2026 |
| INVICTUS PRIVATE WEALTH, LLC | 1939208 | $1.9B | 86 | last filed Q2 2026 |
| SRB CORP | 1496228 | $1.9B | 23 | last filed Q2 2026 |
| LMCG INVESTMENTS, LLC | 1470944 | $1.9B | 225 | Q3 2026 |
| Johnson Financial Group, LLC | 1706327 | $1.9B | 279 | last filed Q2 2026 |
| Pertento Partners LLP | 1894571 | $1.9B | 17 | last filed Q2 2026 |
| Private Advisory Group LLC | 1632965 | $1.9B | 287 | last filed Q2 2026 |
| North Star Investment Management Corp. | 1342857 | $1.9B | 1,748 | Q3 2026 |
| Parcion Private Wealth LLC | 1801263 | $1.8B | 560 | Q3 2026 |
| Spyglass Capital Management LLC | 1654344 | $1.8B | 25 | last filed Q2 2026 |
| VERUS CAPITAL PARTNERS, LLC | 1796874 | $1.8B | 502 | last filed Q2 2026 |
| LBMC INVESTMENT ADVISORS, LLC | 1536924 | $1.8B | 245 | last filed Q2 2026 |
| 1900 WEALTH MANAGEMENT LLC | 1791996 | $1.8B | 395 | Q3 2026 |
| FJ Investments, LLC | 1903573 | $1.8B | 6 | last filed Q2 2026 |
| CORNERSTONE ADVISORS INC | 1166880 | $1.8B | 173 | last filed Q4 2021 |
| Vanguard National Trust Co | 1984256 | $1.8B | 787 | last filed Q2 2026 |
| Bridgewater Advisors Inc. | 1600319 | $1.8B | 478 | last filed Q2 2026 |
| Kensington Asset Management, LLC | 1979884 | $1.8B | 39 | last filed Q2 2026 |
| Roundview Capital LLC | 1476804 | $1.8B | 349 | last filed Q2 2026 |
| Legacy Private Trust Co. | 1352547 | $1.8B | 268 | Q3 2026 |
| HITE Hedge Asset Management LLC | 1568939 | $1.8B | 125 | last filed Q2 2026 |
| Trans-Canada Capital Inc. | 1896476 | $1.8B | 22 | last filed Q2 2026 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2011081 | $1.8B | 43 | last filed Q2 2026 |
| Heck Capital Advisors, LLC | 2046227 | $1.8B | 239 | Q3 2026 |
| Wealthspire Retirement, LLC | 2040084 | $1.8B | 321 | last filed Q2 2026 |
| BAR HARBOR WEALTH MANAGEMENT | 1035463 | $1.8B | 284 | Q3 2026 |
| Stratos Wealth Advisors, LLC | 1707202 | $1.8B | 638 | last filed Q2 2026 |
| Thomasville National Bank | 1561790 | $1.8B | 241 | last filed Q2 2026 |
| FRANKLIN STREET ADVISORS INC /NC | 1010873 | $1.8B | 165 | Q3 2026 |
| Saratoga Research & Investment Management | 1477872 | $1.8B | 44 | Q3 2026 |
| Full Sail Capital, LLC | 1757617 | $1.8B | 308 | last filed Q3 2025 |
| FIRST AMERICAN BANK | 1291422 | $1.8B | 211 | Q3 2026 |
| Regal Partners Ltd | 1577774 | $1.8B | 122 | last filed Q2 2026 |
| Aquamarine Financial (Cayman) Ltd | 2104187 | $1.8B | 17 | last filed Q2 2026 |
| Frank, Rimerman Advisors LLC | 1977560 | $1.8B | 607 | Q3 2026 |
| Kynam Capital Management, LP | 1907884 | $1.8B | 32 | last filed Q2 2026 |
| SAGE FINANCIAL GROUP INC | 882119 | $1.8B | 116 | Q3 2026 |
| Triad Wealth Partners, LLC | 2012717 | $1.8B | 547 | Q3 2026 |
| Greenspring Advisors, LLC | 1922200 | $1.8B | 355 | last filed Q2 2026 |
| Concentric Capital Strategies, LP | 1851869 | $1.8B | 311 | last filed Q2 2026 |
| Garde Capital, Inc. | 1616328 | $1.8B | 213 | Q3 2026 |
| Sabal Trust CO | 1323276 | $1.8B | 233 | last filed Q1 2025 |
| Cardinal Point Capital Management ULC | 1950841 | $1.8B | 283 | Q3 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1005607 | $1.8B | 203 | last filed Q2 2026 |
| INVERNESS COUNSEL LLC /NY/ | 866361 | $1.8B | 186 | last filed Q3 2022 |
| Willis Johnson & Associates, Inc. | 1853239 | $1.8B | 102 | last filed Q2 2026 |
| HYMAN CHARLES D | 1135077 | $1.8B | 242 | last filed Q2 2024 |
| Empire Life Investments Inc. | 1640951 | $1.8B | 113 | last filed Q2 2026 |
| OAK ASSOCIATES LTD /OH/ | 836372 | $1.8B | 139 | last filed Q2 2026 |
| Amanah Holdings Trust | 2076121 | $1.8B | 21 | Q3 2026 |
| WMS Partners, LLC | 1480916 | $1.8B | 298 | last filed Q4 2024 |
| Catalyst Funds Management Pty Ltd | 1896150 | $1.8B | 642 | last filed Q2 2026 |
| BARR E S & CO | 1040210 | $1.8B | 112 | last filed Q2 2026 |
| Capital Impact Advisors, LLC | 1602198 | $1.8B | 29 | last filed Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | $1.8B | 375 | last filed Q2 2026 |
| Black Creek Investment Management Inc. | 1528593 | $1.8B | 27 | last filed Q2 2026 |
| Hamilton Capital, LLC | 1646639 | $1.8B | 155 | Q3 2026 |
| Waterloo Capital, L.P. | 1730942 | $1.8B | 557 | last filed Q2 2026 |
| Graypoint LLC | 1794198 | $1.8B | 526 | last filed Q2 2025 |
| Nicholas Investment Partners, LP | 1389574 | $1.8B | 204 | last filed Q2 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | 1996846 | $1.8B | 344 | last filed Q2 2026 |
| RE Dickinson Investment Advisors, LLC | 1801241 | $1.8B | 304 | last filed Q4 2024 |
| Covalis Capital LLP | 1698819 | $1.8B | 101 | last filed Q2 2026 |
| ALBION FINANCIAL GROUP /UT | 1054677 | $1.8B | 792 | Q3 2026 |
| Silicon Valley Community Foundation | 1598350 | $1.8B | 4 | last filed Q2 2025 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | $1.8B | 2,239 | last filed Q4 2024 |
| OAK RIDGE INVESTMENTS LLC | 1054554 | $1.8B | 170 | last filed Q2 2026 |
| PARK PRESIDIO CAPITAL LLC | 1596510 | $1.8B | 14 | last filed Q2 2026 |
| Portman Square Capital LLP | 1966898 | $1.8B | 64 | Q3 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 911274 | $1.8B | 356 | Q3 2026 |
| GREEN VALLEY INVESTORS LLC | 1568338 | $1.8B | 28 | last filed Q3 2019 |
| VALLEY WEALTH MANAGERS, INC. | 924166 | $1.8B | 345 | Q3 2026 |
| Contrarius Investment Management Ltd | 1483738 | $1.8B | 42 | last filed Q3 2024 |
| DAVIS CAPITAL PARTNERS, LLC | 1583119 | $1.8B | 30 | last filed Q2 2022 |
| Atairos Group, Inc. | 1671122 | $1.8B | 5 | last filed Q2 2026 |
| Rheos Capital Works Inc. | 1735445 | $1.8B | 82 | last filed Q2 2026 |
| Simmons Bank | 1674486 | $1.8B | 369 | last filed Q2 2026 |
| Kryger Capital LLC | 2123957 | $1.8B | 109 | last filed Q2 2026 |
| Liberty 77 Capital L.P. | 1905374 | $1.8B | 3 | last filed Q2 2026 |
| Plato Investment Management Ltd | 1984475 | $1.8B | 496 | last filed Q2 2026 |
| Clarius Group, LLC | 1664214 | $1.8B | 384 | last filed Q4 2025 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1726808 | $1.8B | 26 | Q3 2026 |
| Aventail Capital Group, LP | 1803822 | $1.7B | 155 | last filed Q2 2026 |
| PBCay One RSC Ltd | 2013737 | $1.7B | 18 | last filed Q2 2026 |
| Sather Financial Group Inc | 1568540 | $1.7B | 121 | last filed Q2 2026 |
| AMI ASSET MANAGEMENT CORP | 1369702 | $1.7B | 100 | Q3 2026 |
| SHUFRO ROSE & CO LLC | 908195 | $1.7B | 311 | last filed Q2 2026 |
| Salient Capital Advisors, LLC | 1510769 | $1.7B | 43 | last filed Q3 2022 |
| True Link Financial Advisors, LLC | 1846236 | $1.7B | 100 | Q3 2026 |
| KHAZANAH NASIONAL BERHAD | 1763068 | $1.7B | 149 | last filed Q2 2026 |
| Goehring & Rozencwajg Associates, LLC | 1863154 | $1.7B | 41 | last filed Q2 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | 1962755 | $1.7B | 538 | last filed Q2 2026 |
| GC Wealth Management RIA, LLC | 2011169 | $1.7B | 483 | last filed Q2 2026 |
| Charles Schwab Trust Co | 1789219 | $1.7B | 186 | Q3 2026 |
| S&CO INC | 1082461 | $1.7B | 222 | last filed Q2 2026 |
| Howard Capital Management Group, LLC | 1860501 | $1.7B | 144 | Q3 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1773830 | $1.7B | 236 | Q3 2026 |
| PDS Planning, Inc | 838618 | $1.7B | 609 | last filed Q2 2026 |
| Boston Common Asset Management, LLC | 1409427 | $1.7B | 181 | Q3 2026 |
| HOWE & RUSLING INC | 769963 | $1.7B | 479 | last filed Q2 2026 |
| SSI INVESTMENT MANAGEMENT LLC | 938487 | $1.7B | 248 | last filed Q2 2026 |
| NOVO HOLDINGS A/S | 1388325 | $1.7B | 25 | last filed Q2 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 2011882 | $1.7B | 324 | last filed Q2 2026 |
| QCI ASSET MANAGEMENT INC/NY | 930441 | $1.7B | 154 | last filed Q3 2021 |
| GOLDENTREE ASSET MANAGEMENT LP | 1278951 | $1.7B | 31 | last filed Q2 2026 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1033324 | $1.7B | 256 | last filed Q2 2026 |
| First Trust Capital Management L.P. | 1604488 | $1.7B | 161 | last filed Q2 2026 |
| RMR Wealth Builders | 1803848 | $1.7B | 310 | Q3 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | $1.7B | 555 | Q3 2026 |
| Sava Infond d.o.o. | 2055882 | $1.7B | 242 | Q3 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1621802 | $1.7B | 181 | last filed Q2 2026 |
| Cadence Bank | 1299939 | $1.7B | 332 | last filed Q4 2025 |
| LEE DANNER & BASS INC | 939219 | $1.7B | 247 | Q3 2026 |
| L1 Capital International Pty Ltd | 2009023 | $1.7B | 21 | last filed Q2 2026 |
| Sienna Gestion | 2021242 | $1.7B | 178 | last filed Q2 2026 |
| BBVA USA | 844928 | $1.7B | 970 | last filed Q3 2021 |
| Unigestion Holding SA | 1745879 | $1.7B | 161 | last filed Q1 2025 |
| Ardmore Road Asset Management LP | 1835730 | $1.7B | 70 | last filed Q2 2026 |
| QVT Financial LP | 1290162 | $1.7B | 79 | last filed Q2 2026 |
| Gillson Capital LP | 1698055 | $1.7B | 80 | last filed Q2 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 1119254 | $1.7B | 208 | last filed Q2 2026 |
| Galaxy Digital Inc. | 1859392 | $1.7B | 63 | last filed Q2 2026 |
| Keel Point, LLC | 1386935 | $1.7B | 514 | last filed Q2 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | 1997405 | $1.7B | 347 | last filed Q2 2026 |
| GENERAL AMERICAN INVESTORS CO INC | 40417 | $1.7B | 70 | last filed Q2 2026 |
| BROWNING WEST LP | 1825564 | $1.7B | 6 | last filed Q2 2026 |
| Cornerstone Wealth Group, LLC | 1774879 | $1.7B | 496 | last filed Q2 2026 |
| COUNTRY CLUB BANK | 824325 | $1.7B | 325 | last filed Q3 2025 |
| Keystone Financial Group | 1729299 | $1.7B | 567 | last filed Q2 2026 |
| Maple Capital Management, Inc. | 1313893 | $1.7B | 127 | last filed Q2 2026 |
| Anson Funds Management LP | 1491072 | $1.7B | 165 | last filed Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | $1.7B | 925 | Q3 2026 |
| Theleme Partners LLP | 1511881 | $1.7B | 9 | last filed Q2 2026 |
| Bain Capital Life Sciences Investors, LLC | 1703031 | $1.7B | 21 | last filed Q2 2026 |
| ARVEST TRUST CO N A | 893879 | $1.7B | 173 | last filed Q2 2024 |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | $1.7B | 110 | Q3 2026 |
| Commodore Capital LP | 1831942 | $1.7B | 33 | last filed Q2 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | 861176 | $1.7B | 278 | last filed Q2 2026 |
| Spear Holdings RSC Ltd | 2023475 | $1.7B | 18 | last filed Q2 2026 |
| Clearline Capital LP | 1600136 | $1.7B | 102 | last filed Q2 2026 |
| PPSC Investment Service Corp | 1964389 | $1.7B | 8 | Q3 2026 |
| Invenomic Capital Management LP | 1769456 | $1.7B | 116 | last filed Q2 2026 |
| AEW CAPITAL MANAGEMENT L P | 1046187 | $1.7B | 39 | last filed Q2 2026 |
| MBL Wealth, LLC | 1845785 | $1.7B | 596 | Q3 2026 |
| AlphaStar Capital Management, LLC | 1633857 | $1.7B | 276 | Q3 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | $1.7B | 1,629 | last filed Q2 2026 |
| DigitalBridge Group, Inc. | 1679688 | $1.7B | 60 | last filed Q2 2026 |
| Kentucky Retirement Systems Insurance Trust Fund | 1584686 | $1.7B | 495 | last filed Q2 2026 |
| Global Alpha Capital Management Ltd. | 1584691 | $1.7B | 48 | last filed Q2 2026 |
| Gateway Wealth Partners, LLC | 1966037 | $1.7B | 750 | last filed Q2 2026 |
| Parvus Asset Management Europe Ltd | 2022204 | $1.7B | 1 | last filed Q1 2025 |
| Rockwood Wealth Management, LLC | 1983670 | $1.7B | 134 | Q3 2026 |
| No Street GP LP | 1765774 | $1.7B | 32 | last filed Q2 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | 1716399 | $1.7B | 169 | Q3 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | $1.7B | 80 | last filed Q2 2026 |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | $1.7B | 1,040 | Q3 2026 |
| Icon Wealth Advisors, LLC | 1963212 | $1.7B | 420 | last filed Q2 2026 |
| SFMG, LLC | 1512026 | $1.7B | 334 | last filed Q2 2026 |
| FIRST AMERICAN TRUST, FSB | 36066 | $1.7B | 307 | last filed Q2 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | 1002152 | $1.7B | 91 | last filed Q2 2026 |
| Vantage Investment Partners, LLC | 1534561 | $1.7B | 67 | Q3 2026 |
| Angeles Investment Advisors, LLC | 1535695 | $1.7B | 38 | Q3 2026 |
| Pine Ridge Advisers LLC | 1845915 | $1.7B | 40 | last filed Q2 2026 |
| Ally Invest Advisors Inc. | 1706013 | $1.7B | 75 | last filed Q2 2026 |
| Strategic Investment Advisors / MI | 1760540 | $1.7B | 398 | last filed Q2 2026 |
| American Assets Investment Management, LLC | 1389256 | $1.7B | 146 | last filed Q2 2026 |
| Gladius Capital Management LP | 1540656 | $1.7B | 29 | last filed Q2 2026 |
| Transform Wealth, LLC | 1682266 | $1.7B | 242 | last filed Q1 2025 |
| Ocean Park Asset Management, LLC | 1538052 | $1.6B | 60 | Q3 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | 1177244 | $1.6B | 50 | last filed Q2 2026 |
| Greystone Managed Investments Inc. | 1477836 | $1.6B | 94 | last filed Q3 2019 |
| GILEAD SCIENCES, INC. | 882095 | $1.6B | 5 | last filed Q2 2026 |
| USCA RIA LLC | 1525212 | $1.6B | 570 | last filed Q2 2021 |
| MFF Capital Investments Ltd | 2104888 | $1.6B | 19 | last filed Q2 2026 |
| BOSTON FAMILY OFFICE LLC | 1039807 | $1.6B | 314 | last filed Q2 2026 |
| BTC Capital Management, Inc. | 1611848 | $1.6B | 207 | last filed Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED | 1080576 | $1.6B | 830 | last filed Q2 2026 |
| Aureus Asset Management, LLC | 1381296 | $1.6B | 239 | last filed Q2 2026 |
| Kepler Cheuvreux (Suisse) SA | 2096459 | $1.6B | 184 | Q3 2026 |
| Veritas Investment Management LLP | 1576707 | $1.6B | 60 | last filed Q3 2020 |
| First Light Asset Management, LLC | 1600004 | $1.6B | 31 | last filed Q2 2026 |
| Triodos Investment Management BV | 1748729 | $1.6B | 50 | last filed Q2 2026 |
| Lutz Financial Services LLC | 1737112 | $1.6B | 112 | last filed Q2 2026 |
| AlphaCrest Capital Management LLC | 1633256 | $1.6B | 1,256 | last filed Q3 2022 |
| Hexavest Inc. | 1389191 | $1.6B | 217 | last filed Q3 2021 |
| MPM BIOIMPACT LLC | 1687078 | $1.6B | 37 | last filed Q2 2026 |
| Opti Capital Management, LP | 1738654 | $1.6B | 46 | last filed Q2 2026 |
| Milestone Resources Group Ltd | 1708139 | $1.6B | 8 | last filed Q2 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | $1.6B | 1,003 | last filed Q2 2026 |
| Tradition Wealth Management, LLC | 1843010 | $1.6B | 538 | last filed Q2 2026 |
| MONECO ADVISORS, LLC | 1765690 | $1.6B | 595 | last filed Q2 2026 |
| Cache Advisors, LLC | 2052593 | $1.6B | 162 | Q3 2026 |
| Kopernik Global Investors, LLC | 1599814 | $1.6B | 30 | last filed Q2 2026 |
| APPLETON PARTNERS INC/MA | 1055290 | $1.6B | 275 | last filed Q2 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1817652 | $1.6B | 168 | last filed Q2 2026 |
| Atalan Capital Partners, LP | 1662906 | $1.6B | 9 | last filed Q2 2026 |
| LYELL WEALTH MANAGEMENT, LP | 1686444 | $1.6B | 232 | last filed Q2 2026 |
| Quent Capital, LLC | 1912338 | $1.6B | 1,649 | last filed Q2 2026 |
| Sage Mountain Advisors LLC | 1832274 | $1.6B | 304 | last filed Q2 2026 |
| Avalon Trust Co | 1798150 | $1.6B | 462 | last filed Q2 2026 |
| P/E Global LLC | 1910344 | $1.6B | 8 | Q3 2026 |
| WESTPAC BANKING CORP | 719245 | $1.6B | 498 | last filed Q2 2026 |
| OLD MISSION CAPITAL, LLC | 1431146 | $1.6B | 510 | last filed Q4 2020 |
| Everhart Financial Group, Inc. | 1852858 | $1.6B | 495 | Q3 2026 |
| Strategy Capital LLC | 1592413 | $1.6B | 11 | last filed Q2 2026 |
| Clear Harbor Asset Management, LLC | 1511857 | $1.6B | 443 | last filed Q2 2026 |
| Morningstar Investment Management LLC | 1673385 | $1.6B | 317 | last filed Q2 2026 |
| NAPLES GLOBAL ADVISORS, LLC | 1582151 | $1.6B | 466 | last filed Q2 2026 |
| Capital Investment Advisory Services, LLC | 1659203 | $1.6B | 1,301 | last filed Q2 2026 |
| FRONTIER INVESTMENT MGMT CO | 1316539 | $1.6B | 274 | last filed Q2 2020 |
| Coastal Bridge Advisors, LLC | 1665976 | $1.6B | 469 | last filed Q2 2026 |
| Strategic Wealth Partners, Ltd. | 1720777 | $1.6B | 1,460 | last filed Q2 2026 |
| Cortina Asset Management, LLC | 1325312 | $1.6B | 174 | last filed Q2 2019 |
| Winthrop Advisory Group LLC | 1739043 | $1.6B | 228 | Q3 2026 |
| TDAM USA INC. | 1115941 | $1.6B | 240 | last filed Q4 2021 |
| Recurrent Investment Advisors LLC | 1803146 | $1.6B | 71 | last filed Q2 2026 |
| Sound View Wealth Advisors Group, LLC | 1784777 | $1.6B | 440 | last filed Q2 2026 |
| BTG Pactual Asset Management US LLC | 1569579 | $1.6B | 418 | last filed Q2 2026 |
| BLUESTEIN R H & CO LLC | 884314 | $1.6B | 340 | last filed Q3 2022 |
| DDD Partners, LLC | 1729673 | $1.6B | 164 | last filed Q2 2026 |
| Good Life Advisors, LLC | 1696260 | $1.6B | 501 | last filed Q2 2025 |
| Investure, LLC | 1476993 | $1.6B | 17 | last filed Q2 2026 |
| IMA Advisory Services, Inc. | 1455495 | $1.6B | 1,384 | last filed Q2 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1396835 | $1.6B | 66 | last filed Q2 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | 926834 | $1.6B | 120 | Q3 2026 |
| Beaird Harris Wealth Management, LLC | 1908938 | $1.6B | 707 | last filed Q2 2026 |
| Global Financial Private Capital, Inc | 1704642 | $1.6B | 376 | last filed Q2 2020 |
| VESTOR CAPITAL, LLC | 1132699 | $1.6B | 276 | last filed Q2 2026 |
| Devon Energy Corp/DE | 1090012 | $1.6B | 2 | last filed Q2 2026 |
| Janney Capital Management LLC | 1569855 | $1.6B | 253 | last filed Q4 2025 |
| Beaumont Financial Advisors, LLC | 1957394 | $1.6B | 383 | Q3 2026 |
| Beacon Capital Management, Inc. | 1575301 | $1.6B | 141 | Q3 2026 |
| Asset Dedication, LLC | 1475896 | $1.6B | 1,242 | last filed Q2 2026 |
| NEA Management Company, LLC | 1512848 | $1.6B | 26 | last filed Q2 2026 |
| Cryder Capital Partners LLP | 1633969 | $1.6B | 10 | last filed Q2 2026 |
| AIGH Capital Management LLC | 1835943 | $1.6B | 45 | last filed Q2 2026 |
| SVB WEALTH LLC | 1626116 | $1.6B | 384 | last filed Q2 2026 |
| GSA CAPITAL PARTNERS LLP | 1362033 | $1.6B | 1,692 | last filed Q2 2026 |
| YHB Investment Advisors, Inc. | 1469219 | $1.6B | 314 | Q3 2026 |
| Wealthquest Corp | 1632968 | $1.6B | 177 | last filed Q2 2026 |
| Zions Bancorporation, N.A. | 1666757 | $1.6B | 862 | last filed Q4 2024 |
| BALASA DINVERNO & FOLTZ LLC | 1308757 | $1.6B | 336 | last filed Q3 2022 |
| Sunbelt Securities, Inc. | 1632932 | $1.6B | 2,954 | last filed Q1 2026 |
| Falcon Wealth Planning | 1839850 | $1.6B | 244 | last filed Q2 2026 |
| Lynrock Lake LP | 1734341 | $1.6B | 27 | last filed Q2 2026 |
| Blue Chip Partners, LLC | 1632801 | $1.6B | 184 | last filed Q2 2026 |
| ASHMORE WEALTH MANAGEMENT LLC | 1568887 | $1.6B | 28 | last filed Q3 2019 |
| Ranger Investment Management, L.P. | 1319691 | $1.6B | 83 | last filed Q2 2026 |
| SUMMIT WEALTH GROUP LLC / CO | 2081278 | $1.6B | 439 | Q3 2026 |
| ION Fund Management Ltd | 2105906 | $1.6B | 55 | last filed Q2 2026 |