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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 22:06:56 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
PATTEN & PATTEN INC/TN$1,889,397,6891,889,397,689
NEXT CENTURY GROWTH INVESTORS LLC$1,885,849,8221,885,849,822
CAS Investment Partners, LLC$1,883,136,1561,883,136,156
OCCUDO QUANTITATIVE STRATEGIES LP$1,882,270,0111,882,270,011
Fragasso Financial Advisors Inc$1,880,181,8131,880,181,813
Koshinski Asset Management, Inc.$1,878,446,0551,878,446,055
Oasis Management Co Ltd.$1,876,181,2511,876,181,251
ATWOOD & PALMER INC$1,874,996,7241,874,996,724
Proem Advisors LLC$1,871,061,6881,871,061,688
Banque Cantonale Vaudoise$1,870,176,0001,870,176,000
Robinhood Asset Management, LLC$1,868,990,3321,868,990,332
Texas Capital Bank Wealth Management Services Inc$1,868,124,1051,868,124,105
KEYSTONE INVESTORS PTE LTD$1,867,806,4631,867,806,463
B. Riley Wealth Advisors, Inc.$1,867,711,6851,867,711,685
LMCG INVESTMENTS, LLC$1,867,106,3881,867,106,388
BAR HARBOR WEALTH MANAGEMENT$1,862,159,4121,862,159,412
INVICTUS PRIVATE WEALTH, LLC$1,862,006,0131,862,006,013
SRB CORP$1,859,294,3491,859,294,349
Johnson Financial Group, LLC$1,856,457,5321,856,457,532
Pertento Partners LLP$1,855,229,3841,855,229,384
Private Advisory Group LLC$1,853,423,9761,853,423,976
Ninety One SA (Pty) Ltd$1,847,956,8451,847,956,845
Spyglass Capital Management LLC$1,847,373,1361,847,373,136
VERUS CAPITAL PARTNERS, LLC$1,847,028,5771,847,028,577
LBMC INVESTMENT ADVISORS, LLC$1,845,290,3571,845,290,357
FJ Investments, LLC$1,841,642,5631,841,642,563
North Star Investment Management Corp.$1,840,274,1031,840,274,103
Vanguard National Trust Co$1,835,283,1771,835,283,177
Bridgewater Advisors Inc.$1,834,183,5101,834,183,510
Kensington Asset Management, LLC$1,833,970,7711,833,970,771
WOODMONT INVESTMENT COUNSEL LLC$1,831,657,1031,831,657,103
Summit Global Investments$1,831,157,0001,831,157,000
Roundview Capital LLC$1,828,933,7781,828,933,778
Saratoga Research & Investment Management$1,827,574,7091,827,574,709
HITE Hedge Asset Management LLC$1,826,113,6711,826,113,671
Trans-Canada Capital Inc.$1,825,944,4441,825,944,444
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$1,825,929,1621,825,929,162
Wealthspire Retirement, LLC$1,823,354,5651,823,354,565
Stratos Wealth Advisors, LLC$1,821,290,9881,821,290,988
Thomasville National Bank$1,819,616,9571,819,616,957
Regal Partners Ltd$1,811,326,3501,811,326,350
Aquamarine Financial (Cayman) Ltd$1,811,322,5711,811,322,571
Kynam Capital Management, LP$1,809,410,2221,809,410,222
Legacy Private Trust Co.$1,806,427,2261,806,427,226
SAGE FINANCIAL GROUP INC$1,805,267,2211,805,267,221
Greenspring Advisors, LLC$1,804,939,8171,804,939,817
Concentric Capital Strategies, LP$1,802,117,5751,802,117,575
Parcion Private Wealth LLC$1,801,038,5931,801,038,593
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1,800,102,3831,800,102,383
Soltis Investment Advisors LLC$1,797,125,3391,797,125,339
1900 WEALTH MANAGEMENT LLC$1,795,757,2831,795,757,283
Willis Johnson & Associates, Inc.$1,795,350,7711,795,350,771
Charles Schwab Trust Co$1,792,511,2401,792,511,240
Empire Life Investments Inc.$1,791,837,4881,791,837,488
Avestar Capital, LLC$1,790,382,8171,790,382,817
FRANKLIN STREET ADVISORS INC /NC$1,789,697,4511,789,697,451
FIRST AMERICAN BANK$1,789,426,5031,789,426,503
OAK ASSOCIATES LTD /OH/$1,787,638,5861,787,638,586
Catalyst Funds Management Pty Ltd$1,783,999,3311,783,999,331
BARR E S & CO$1,783,597,1951,783,597,195
Capital Impact Advisors, LLC$1,783,322,3971,783,322,397
GUARDIAN WEALTH ADVISORS, LLC / NC$1,781,734,1261,781,734,126
Black Creek Investment Management Inc.$1,781,555,5651,781,555,565
Waterloo Capital, L.P.$1,779,480,5681,779,480,568
Nicholas Investment Partners, LP$1,775,511,4971,775,511,497
Financiere des Professionnels - Fonds d'investissement inc.$1,773,803,4921,773,803,492
Covalis Capital LLP$1,772,221,1931,772,221,193
Indivisible Partners$1,769,468,3081,769,468,308
STEPHENS GROUP ASSET MANAGEMENT, LLC$1,769,326,5471,769,326,547
OAK RIDGE INVESTMENTS LLC$1,767,559,7601,767,559,760
PARK PRESIDIO CAPITAL LLC$1,766,138,8871,766,138,887
DEARBORN PARTNERS LLC$1,766,040,1331,766,040,133
Frank, Rimerman Advisors LLC$1,766,028,6041,766,028,604
Cardinal Point Capital Management ULC$1,765,122,9031,765,122,903
Atairos Group, Inc.$1,755,698,6761,755,698,676
Rheos Capital Works Inc.$1,754,537,0001,754,537,000
Fifth Third Securities, Inc.$1,753,396,2811,753,396,281
Simmons Bank$1,753,209,4191,753,209,419
Kryger Capital LLC$1,752,762,2101,752,762,210
Liberty 77 Capital L.P.$1,752,561,7041,752,561,704
Plato Investment Management Ltd$1,752,111,5271,752,111,527
Kepler Cheuvreux (Suisse) SA$1,747,390,4441,747,390,444
MOGY JOEL R INVESTMENT COUNSEL INC$1,745,149,3551,745,149,355
Aventail Capital Group, LP$1,743,126,9991,743,126,999
PBCay One RSC Ltd$1,742,419,2701,742,419,270
Sather Financial Group Inc$1,742,030,8341,742,030,834
SHUFRO ROSE & CO LLC$1,741,051,6031,741,051,603
Goehring & Rozencwajg Associates, LLC$1,738,729,9311,738,729,931
AMI ASSET MANAGEMENT CORP$1,736,767,9391,736,767,939
FIDELIS CAPITAL PARTNERS, LLC$1,736,486,3671,736,486,367
GC Wealth Management RIA, LLC$1,734,305,8681,734,305,868
LEE DANNER & BASS INC$1,733,991,0991,733,991,099
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1,731,472,0731,731,472,073
S&CO INC$1,730,972,0001,730,972,000
VALLEY WEALTH MANAGERS, INC.$1,730,580,3161,730,580,316
True Link Financial Advisors, LLC$1,729,351,3151,729,351,315
PDS Planning, Inc$1,727,650,5171,727,650,517
ALBION FINANCIAL GROUP /UT$1,726,291,8571,726,291,857
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1,724,940,4171,724,940,417
HOWE & RUSLING INC$1,724,078,2841,724,078,284