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 13:21:29 UTC. Equal scores are ordered by SEC CIK or security ID.
| Filer | Reported 13F value | Score |
|---|---|---|
| KWB Wealth | $1,168,964,648 | 1,168,964,648 |
| Verus Financial Partners, Inc. | $1,168,891,711 | 1,168,891,711 |
| MOTCO | $1,168,570,247 | 1,168,570,247 |
| JACOBS & CO/CA | $1,166,370,000 | 1,166,370,000 |
| PFM Health Sciences, LP | $1,165,441,614 | 1,165,441,614 |
| PINKERTON WEALTH, LLC | $1,164,496,218 | 1,164,496,218 |
| MASTERINVEST Kapitalanlage GmbH | $1,164,329,621 | 1,164,329,621 |
| Hiddenite Capital Partners LP | $1,164,187,995 | 1,164,187,995 |
| Estate Counselors, LLC | $1,163,568,925 | 1,163,568,925 |
| Coliseum Capital Management, LLC | $1,162,253,900 | 1,162,253,900 |
| Forge Financial Services LLC | $1,161,088,964 | 1,161,088,964 |
| Compass Ion Advisors, LLC | $1,160,300,967 | 1,160,300,967 |
| Stadion Money Management, LLC | $1,160,036,481 | 1,160,036,481 |
| TWO SIGMA SECURITIES, LLC | $1,159,454,589 | 1,159,454,589 |
| TRUE Private Wealth Advisors | $1,158,857,474 | 1,158,857,474 |
| Octavia Wealth Advisors, LLC | $1,158,457,624 | 1,158,457,624 |
| Mayflower Financial Advisors, LLC | $1,157,752,547 | 1,157,752,547 |
| LVW Advisors, LLC | $1,157,386,169 | 1,157,386,169 |
| Prescott Group Capital Management, L.L.C. | $1,156,713,415 | 1,156,713,415 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1,156,505,018 | 1,156,505,018 |
| DELTA ASSET MANAGEMENT LLC/TN | $1,156,394,005 | 1,156,394,005 |
| WGI DM, LLC | $1,155,807,513 | 1,155,807,513 |
| CONNORS INVESTOR SERVICES INC | $1,155,159,015 | 1,155,159,015 |
| Apriem Advisors | $1,155,038,719 | 1,155,038,719 |
| Heritage Trust Co | $1,154,519,370 | 1,154,519,370 |
| WEBSTER BANK, N. A. | $1,152,671,748 | 1,152,671,748 |
| AWM Investment Company, Inc. | $1,152,283,034 | 1,152,283,034 |
| Cascade Financial Partners, LLC | $1,151,643,768 | 1,151,643,768 |
| Consolidated Investment Group LLC | $1,150,615,757 | 1,150,615,757 |
| Focused Wealth Management, Inc | $1,149,993,240 | 1,149,993,240 |
| Tanager Wealth Management LLP | $1,148,374,046 | 1,148,374,046 |
| 1607 Capital Partners, LLC | $1,148,372,219 | 1,148,372,219 |
| Marks Group Wealth Management, Inc | $1,147,980,552 | 1,147,980,552 |
| HARTLINE INVESTMENT CORP/ | $1,147,948,482 | 1,147,948,482 |
| Discipline Wealth Solutions, LLC | $1,146,083,595 | 1,146,083,595 |
| Gleason Group, Inc. | $1,145,792,280 | 1,145,792,280 |
| Liberty Mutual Group Asset Management Inc. | $1,145,558,957 | 1,145,558,957 |
| WS MANAGEMENT LLLP | $1,144,439,810 | 1,144,439,810 |
| Symetra Investment Management Co | $1,144,074,000 | 1,144,074,000 |
| CARRET ASSET MANAGEMENT, LLC | $1,143,802,719 | 1,143,802,719 |
| McGuire Investment Group, LLC | $1,141,758,123 | 1,141,758,123 |
| Shellback Capital, LP | $1,141,708,367 | 1,141,708,367 |
| Private Capital Advisors, Inc. | $1,141,144,780 | 1,141,144,780 |
| VISTA CAPITAL PARTNERS, INC. | $1,139,985,551 | 1,139,985,551 |
| Periscope Capital Inc. | $1,139,460,396 | 1,139,460,396 |
| RW Investment Management LLC | $1,139,172,682 | 1,139,172,682 |
| High Ground Investment Management LLP | $1,138,693,084 | 1,138,693,084 |
| Atomic Invest LLC | $1,138,256,633 | 1,138,256,633 |
| YCG, LLC | $1,136,308,300 | 1,136,308,300 |
| Private Capital Management, LLC | $1,136,074,782 | 1,136,074,782 |
| CONNABLE OFFICE INC | $1,135,867,747 | 1,135,867,747 |
| Voya Financial Advisors, Inc. | $1,135,863,445 | 1,135,863,445 |
| Pekin Hardy Strauss, Inc. | $1,135,136,730 | 1,135,136,730 |
| Gryphon Financial Partners LLC | $1,134,812,742 | 1,134,812,742 |
| Telos Capital Management, Inc. | $1,134,766,297 | 1,134,766,297 |
| Pictet North America Advisors SA | $1,134,655,418 | 1,134,655,418 |
| Black Diamond Financial, LLC | $1,134,038,212 | 1,134,038,212 |
| Institute for Wealth Management, LLC. | $1,132,769,768 | 1,132,769,768 |
| Tairen Capital Ltd | $1,132,050,564 | 1,132,050,564 |
| Bensler, LLC | $1,130,740,873 | 1,130,740,873 |
| SENTINEL TRUST CO LBA | $1,129,216,000 | 1,129,216,000 |
| AZZAD ASSET MANAGEMENT INC /ADV | $1,128,737,953 | 1,128,737,953 |
| BFSG, LLC | $1,128,329,912 | 1,128,329,912 |
| Global Strategic Investment Solutions, LLC | $1,128,240,667 | 1,128,240,667 |
| MV CAPITAL MANAGEMENT, INC. | $1,128,130,698 | 1,128,130,698 |
| Inscription Capital, LLC | $1,127,866,097 | 1,127,866,097 |
| Coastline Trust Co | $1,127,840,025 | 1,127,840,025 |
| VR Advisory Services Ltd | $1,127,357,376 | 1,127,357,376 |
| Wedbush Fund Advisers, LLC | $1,127,264,612 | 1,127,264,612 |
| Great Lakes Retirement, Inc. | $1,126,254,101 | 1,126,254,101 |
| Knollwood Investment Advisory, LLC | $1,124,362,113 | 1,124,362,113 |
| Atom Investors LP | $1,124,140,929 | 1,124,140,929 |
| PENN DAVIS MCFARLAND INC | $1,122,642,843 | 1,122,642,843 |
| Informed Momentum Co LLC | $1,122,341,988 | 1,122,341,988 |
| Hudson Way Capital Management LLC | $1,121,622,378 | 1,121,622,378 |
| Wealth Management Nebraska | $1,120,854,555 | 1,120,854,555 |
| Triple Frond Partners LLC | $1,120,470,000 | 1,120,470,000 |
| Shannon River Fund Management LLC | $1,120,393,801 | 1,120,393,801 |
| WNY Asset Management, LLC | $1,119,825,474 | 1,119,825,474 |
| Cornerstone Capital, Inc. | $1,119,377,067 | 1,119,377,067 |
| Strategies Wealth Advisors, LLC | $1,117,965,464 | 1,117,965,464 |
| HCR Wealth Advisors | $1,117,188,703 | 1,117,188,703 |
| VIKING FUND MANAGEMENT LLC | $1,116,611,932 | 1,116,611,932 |
| Arrow Financial Corp | $1,116,397,130 | 1,116,397,130 |
| Versant Capital Management, Inc | $1,115,437,706 | 1,115,437,706 |
| JGP Wealth Management, LLC | $1,114,636,116 | 1,114,636,116 |
| Frec Markets, Inc. | $1,114,293,295 | 1,114,293,295 |
| Octagon Capital Advisors LP | $1,112,538,962 | 1,112,538,962 |
| Onyx Bridge Wealth Group LLC | $1,111,176,281 | 1,111,176,281 |
| MASON STREET ADVISORS, LLC | $1,109,891,435 | 1,109,891,435 |
| Guardian Partners Inc. | $1,108,554,320 | 1,108,554,320 |
| TOWER BRIDGE ADVISORS | $1,108,409,322 | 1,108,409,322 |
| Trust Co | $1,108,260,887 | 1,108,260,887 |
| Galileo (PTC) Ltd | $1,107,204,664 | 1,107,204,664 |
| Aperture Investors, LLC | $1,105,514,332 | 1,105,514,332 |
| HBW ADVISORY SERVICES LLC | $1,105,425,908 | 1,105,425,908 |
| CVA Family Office, LLC | $1,104,321,030 | 1,104,321,030 |
| Opaleye Management Inc. | $1,104,182,260 | 1,104,182,260 |
| Premier Fund Managers Ltd | $1,103,851,000 | 1,103,851,000 |
| Heron Bay Capital Management | $1,103,565,207 | 1,103,565,207 |