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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 2026-10-12 04:22:38 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Moss Adams Wealth Advisors LLC$1,600,387,5871,600,387,587
Investure, LLC$1,600,323,4181,600,323,418
IMA Advisory Services, Inc.$1,598,939,5351,598,939,535
ALPINE ASSOCIATES MANAGEMENT INC.$1,597,653,6281,597,653,628
Beaird Harris Wealth Management, LLC$1,596,458,7431,596,458,743
Devon Energy Corp/DE$1,592,728,3801,592,728,380
Asset Dedication, LLC$1,588,936,8471,588,936,847
VESTOR CAPITAL, LLC$1,588,418,0001,588,418,000
NEA Management Company, LLC$1,587,937,0581,587,937,058
Cryder Capital Partners LLP$1,586,818,4591,586,818,459
AIGH Capital Management LLC$1,586,711,2641,586,711,264
SVB WEALTH LLC$1,586,343,8061,586,343,806
GSA CAPITAL PARTNERS LLP$1,585,756,0001,585,756,000
Wealthquest Corp$1,585,172,0531,585,172,053
PPSC Investment Service Corp$1,584,927,1431,584,927,143
Falcon Wealth Planning$1,583,980,6571,583,980,657
Lynrock Lake LP$1,583,561,2871,583,561,287
Blue Chip Partners, LLC$1,582,944,6301,582,944,630
Rockwood Wealth Management, LLC$1,582,397,9131,582,397,913
Ranger Investment Management, L.P.$1,580,750,1661,580,750,166
Kapitalo Investimentos Ltda$1,576,991,6841,576,991,684
ION Fund Management Ltd$1,576,714,1131,576,714,113
Penn Capital Management Company, LLC$1,576,541,6811,576,541,681
AlphaStar Capital Management, LLC$1,572,572,8711,572,572,871
Beaumont Financial Advisors, LLC$1,570,645,4871,570,645,487
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1,568,284,0131,568,284,013
AVITY INVESTMENT MANAGEMENT INC.$1,568,262,9261,568,262,926
Stonebridge Capital Advisors LLC$1,563,831,9741,563,831,974
Everhart Financial Group, Inc.$1,563,119,0951,563,119,095
Dorsey Asset Management, LLC$1,561,408,4661,561,408,466
YHB Investment Advisors, Inc.$1,561,354,2261,561,354,226
Main Street Financial Solutions, LLC$1,559,343,9571,559,343,957
P/E Global LLC$1,558,508,4431,558,508,443
Heitman Real Estate Securities LLC$1,558,369,0081,558,369,008
HoldCo Asset Management, LP$1,557,832,1061,557,832,106
PHILADELPHIA TRUST CO$1,557,730,0001,557,730,000
Hardy Reed LLC$1,557,536,6381,557,536,638
Fullerton Fund Management Co Ltd.$1,555,875,1311,555,875,131
Shay Capital LLC$1,555,630,7331,555,630,733
Clear Creek Financial Management, LLC$1,555,059,4021,555,059,402
CREDIT INDUSTRIEL ET COMMERCIAL$1,554,467,9221,554,467,922
Parvus Asset Management Jersey Ltd$1,552,097,2671,552,097,267
EARNED WEALTH ADVISORS, LLC$1,550,764,2381,550,764,238
DARK FOREST CAPITAL MANAGEMENT LP$1,549,669,1791,549,669,179
VICUS CAPITAL$1,549,136,2391,549,136,239
COZAD ASSET MANAGEMENT INC$1,547,952,8951,547,952,895
Bouchey Financial Group, Ltd.$1,547,850,2501,547,850,250
First Heartland Consultants, Inc.$1,545,228,3771,545,228,377
NEVILLE RODIE & SHAW INC$1,545,185,0001,545,185,000
Cumberland Partners Ltd$1,544,646,5051,544,646,505
Bank of Finland$1,543,255,6961,543,255,696
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1,541,748,5551,541,748,555
SMITH, MOORE & CO.$1,540,345,3461,540,345,346
Abundance Wealth Counselors$1,540,274,4271,540,274,427
Flagship Pioneering, LLC$1,539,910,7191,539,910,719
Stony Point Capital LLC$1,539,598,3301,539,598,330
KANAWHA CAPITAL MANAGEMENT LLC$1,535,948,5171,535,948,517
HOLLENCREST CAPITAL MANAGEMENT$1,535,158,3071,535,158,307
UNICOM Systems, Inc.$1,532,644,5021,532,644,502
Callodine Capital Management, LP$1,531,894,9941,531,894,994
Alaska Permanent Capital Management, LLC$1,530,439,0801,530,439,080
M.D. Sass, LLC$1,530,144,3161,530,144,316
BALDWIN WEALTH PARTNERS LLC/MA$1,529,382,2301,529,382,230
Kontiki Capital Management (HK) Ltd.$1,524,856,3021,524,856,302
MANGROVE PARTNERS IM, LLC$1,522,156,6201,522,156,620
Atika Capital Management LLC$1,521,477,3911,521,477,391
Adelante Capital Management LLC$1,520,992,7581,520,992,758
MARCO INVESTMENT MANAGEMENT LLC$1,520,047,0301,520,047,030
RVW Wealth, LLC$1,519,022,4461,519,022,446
ALGEBRIS (UK) LTD$1,518,874,8171,518,874,817
Styrax Capital, LP$1,516,775,9501,516,775,950
Wellspring Financial Advisors, LLC$1,514,223,5521,514,223,552
DLD Asset Management, LP$1,513,827,9491,513,827,949
Fairmount Funds Management LLC$1,512,967,7971,512,967,797
Arete Wealth Advisors, LLC$1,512,848,7461,512,848,746
Hodges Capital Management Inc.$1,510,829,2861,510,829,286
NBT BANK, N.A.$1,509,711,3781,509,711,378
Alaska Permanent Fund Corp$1,509,241,0001,509,241,000
RUSH ISLAND MANAGEMENT, LP$1,508,992,4941,508,992,494
Tensor Edge Capital, LLC$1,506,501,0361,506,501,036
Hikari Tsushin, Inc.$1,506,363,8891,506,363,889
Perennial Investment Advisors, LLC$1,505,180,2761,505,180,276
Fusion Family Wealth, LLC$1,505,176,2971,505,176,297
BANK HAPOALIM BM$1,504,769,0001,504,769,000
Emerald Investment Advisers, LLC$1,503,276,2801,503,276,280
CFS Investment Advisory Services, LLC$1,499,589,1841,499,589,184
Advisor OS, LLC$1,498,396,1131,498,396,113
Mill Capital Management, LLC$1,497,232,9921,497,232,992
NEXPOINT ASSET MANAGEMENT, L.P.$1,496,800,9121,496,800,912
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1,496,785,3521,496,785,352
Ethos Financial Group, LLC$1,495,650,7441,495,650,744
Johns Hopkins University$1,495,622,2591,495,622,259
N.E.W. Advisory Services LLC$1,495,101,6921,495,101,692
SWF LLC$1,494,599,3911,494,599,391
Tandem Investment Advisors, Inc.$1,492,997,7051,492,997,705
ProVise Management Group, LLC$1,491,756,7351,491,756,735
MOSAIC FAMILY WEALTH PARTNERS, LLC$1,491,477,9371,491,477,937
LEVIN CAPITAL STRATEGIES, L.P.$1,490,812,3691,490,812,369
Aristotle Capital Boston, LLC$1,490,794,7191,490,794,719
FAIRHOLME CAPITAL MANAGEMENT LLC$1,489,888,6261,489,888,626