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Disclosery

Largest reported 13F holdings

2026Q2 across all 13F filers. Method and universe.

The latest complete quarter is free. The $5 plan includes past quarters and CSV exports.

Resolved reported 13F value in dollars, including options and principal amounts. Flagged values stay out of the sum. This covers reported holdings, not all assets managed.

Computed 2026-10-11 12:12:06 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Smith Salley Wealth Management$2,301,794,3692,301,794,369
PALISADE CAPITAL MANAGEMENT, LP$2,296,007,2342,296,007,234
SYON CAPITAL LLC$2,295,561,1192,295,561,119
Bryn Mawr Trust Advisors, LLC$2,294,543,7772,294,543,777
Goelzer Investment Management, Inc.$2,294,524,3842,294,524,384
ARES MANAGEMENT LLC$2,294,299,6572,294,299,657
ARS Investment Partners, LLC$2,288,959,4922,288,959,492
ALERUS FINANCIAL NA$2,286,222,8102,286,222,810
Strategic Financial Services, Inc.$2,283,184,3312,283,184,331
NEW SOUTH CAPITAL MANAGEMENT INC$2,280,932,7982,280,932,798
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$2,265,315,3172,265,315,317
Reynders McVeigh Capital Management, LLC$2,259,964,0002,259,964,000
TIG Advisors, LLC$2,257,290,0802,257,290,080
TEXAS PERMANENT SCHOOL FUND CORP$2,255,890,1352,255,890,135
GW HENSSLER & ASSOCIATES LTD$2,247,856,5232,247,856,523
LOWE BROCKENBROUGH & CO INC$2,246,933,0862,246,933,086
HEARTLAND ADVISORS INC$2,245,916,0982,245,916,098
3EDGE Asset Management, LP$2,241,809,2642,241,809,264
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2,234,777,8932,234,777,893
Garde Capital, Inc.$2,231,603,9302,231,603,930
Meridiem Capital Partners LP$2,231,171,4702,231,171,470
AMERICAN CAPITAL MANAGEMENT INC$2,230,305,9122,230,305,912
Sound Income Strategies, LLC$2,228,083,5212,228,083,521
Meiji Yasuda Asset Management Co Ltd.$2,221,851,7442,221,851,744
Checchi Capital Advisers, LLC$2,219,535,7262,219,535,726
Affinity Asset Advisors, LLC$2,212,480,4902,212,480,490
BSN CAPITAL PARTNERS Ltd$2,211,796,1292,211,796,129
PARSONS CAPITAL MANAGEMENT INC/RI$2,210,756,4602,210,756,460
INVESTMENT HOUSE LLC$2,210,742,4692,210,742,469
1ST SOURCE BANK$2,206,214,2442,206,214,244
TANG CAPITAL MANAGEMENT LLC$2,201,787,9062,201,787,906
Leeward Investments, LLC - MA$2,199,612,6022,199,612,602
Maj Invest Holding A/S$2,199,343,0002,199,343,000
Bank of Italy$2,196,449,0002,196,449,000
ANGELES WEALTH MANAGEMENT, LLC$2,189,913,9912,189,913,991
AdvisorNet Financial, Inc$2,189,655,1712,189,655,171
Greenwoods Asset Management Hong Kong Ltd.$2,185,501,5492,185,501,549
ADAR1 Capital Management, LLC$2,185,183,0062,185,183,006
Rehmann Capital Advisory Group$2,184,771,1312,184,771,131
Traynor Capital Management, Inc.$2,176,805,3512,176,805,351
BERKLEY W R CORP$2,175,750,6822,175,750,682
Integrated Advisors Network LLC$2,175,507,4532,175,507,453
FOSTER & MOTLEY INC$2,172,892,0002,172,892,000
HIGHLAND CAPITAL MANAGEMENT, LLC$2,172,258,5952,172,258,595
J.Safra Asset Management Corp$2,171,218,1452,171,218,145
Contrarius Group Holdings Ltd$2,170,182,7682,170,182,768
ODDO BHF ASSET MANAGEMENT SAS$2,161,304,1942,161,304,194
NWI MANAGEMENT LP$2,160,758,0002,160,758,000
StepStone Group LP$2,158,182,3242,158,182,324
MONEY CONCEPTS CAPITAL CORP$2,158,051,8632,158,051,863
Maren Capital LLC$2,157,294,9172,157,294,917
Quinn Opportunity Partners LLC$2,156,323,6472,156,323,647
Osmosis Investment Management UK Ltd$2,154,868,0432,154,868,043
Voss Capital, LP$2,154,079,6892,154,079,689
Plante Moran Financial Advisors, LLC$2,149,815,7572,149,815,757
GREENWOOD GEARHART LLC$2,149,138,8312,149,138,831
S&G Foundation$2,145,167,0832,145,167,083
Ninety One North America, Inc.$2,134,612,2432,134,612,243
BBR PARTNERS, LLC$2,132,415,0322,132,415,032
Gobi Capital LLC$2,131,303,3392,131,303,339
MIDLAND WEALTH ADVISORS, LLC$2,127,956,0942,127,956,094
Caligan Partners LP$2,125,706,9502,125,706,950
Cyndeo Wealth Partners, LLC$2,122,457,5082,122,457,508
Stairway Partners, LLC$2,122,285,2392,122,285,239
OSTERWEIS CAPITAL MANAGEMENT INC$2,120,950,6022,120,950,602
Main Street Research LLC$2,118,491,3022,118,491,302
Philosophy Capital Management LLC$2,116,039,5732,116,039,573
Portman Square Capital LLP$2,110,303,5182,110,303,518
Generali Investments CEE, investicni spolecnost, a.s.$2,107,565,7672,107,565,767
Nextech Invest Ltd.$2,107,306,4242,107,306,424
RIVERNORTH CAPITAL MANAGEMENT, LLC$2,103,360,3002,103,360,300
Oak Grove Capital LLC$2,103,267,1622,103,267,162
OAKWORTH CAPITAL, INC.$2,101,896,0572,101,896,057
GDS Wealth Management$2,101,725,4302,101,725,430
CREATIVE FINANCIAL DESIGNS INC /ADV$2,099,542,1422,099,542,142
Willis Investment Counsel$2,098,061,9682,098,061,968
Shaolin Capital Management LLC$2,097,294,2422,097,294,242
Cerberus Capital Management, L.P.$2,095,686,7982,095,686,798
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2,093,222,5672,093,222,567
Resonant Capital Advisors, LLC$2,092,908,9362,092,908,936
Index Venture Associates VI Ltd$2,091,642,7562,091,642,756
OneAscent Financial Services LLC$2,091,368,8272,091,368,827
SHANDA ASSET MANAGEMENT HOLDINGS Ltd$2,091,075,8242,091,075,824
THOROUGHBRED FINANCIAL SERVICES, LLC$2,084,105,0002,084,105,000
Irenic Capital Management LP$2,082,037,9092,082,037,909
TECTONIC ADVISORS LLC$2,080,710,9122,080,710,912
Kovack Advisors, Inc.$2,080,324,4322,080,324,432
NAYA CAPITAL MANAGEMENT UK LTD$2,078,850,2012,078,850,201
CIDEL ASSET MANAGEMENT INC$2,078,026,5302,078,026,530
Ocean Park Asset Management, LLC$2,076,462,1842,076,462,184
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2,075,947,4842,075,947,484
OSTRUM ASSET MANAGEMENT$2,075,344,9002,075,344,900
UNC Management Company, Inc.$2,068,100,0002,068,100,000
Diversified Enterprises, LLC$2,066,807,7772,066,807,777
DNCA FINANCE$2,063,905,6442,063,905,644
SPINNAKER TRUST$2,059,755,8942,059,755,894
EcoR1 Capital, LLC$2,056,733,4592,056,733,459
RICE HALL JAMES & ASSOCIATES, LLC$2,054,666,0112,054,666,011
Arvest Bank Trust Division$2,052,828,4412,052,828,441
Capstone Financial Advisors, Inc.$2,052,762,8442,052,762,844