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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 2026-10-12 13:21:30 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Trivium Point Advisory, LLC$1,102,605,0441,102,605,044
Zweig-DiMenna Associates LLC$1,102,243,1711,102,243,171
Naviter Wealth, LLC$1,102,163,3921,102,163,392
Teamwork Financial Advisors, LLC$1,102,018,5851,102,018,585
Rodgers & Associates, LTD$1,101,794,4371,101,794,437
Silver Point Capital L.P.$1,101,596,4531,101,596,453
DUMAC, INC.$1,100,492,6961,100,492,696
Ullmann Wealth Partners Group, LLC$1,100,339,4801,100,339,480
BEACON FINANCIAL GROUP$1,100,327,7011,100,327,701
ARCH Venture Management, LLC$1,100,261,7701,100,261,770
BBFIT INVESTMENTS PTE LTD$1,099,293,3061,099,293,306
Taikang Asset Management (Hong Kong) Co Ltd$1,098,968,9801,098,968,980
Three Seasons Wealth, LLC$1,098,660,0001,098,660,000
SWISS RE LTD$1,098,527,0101,098,527,010
Golden State Wealth Management, LLC$1,096,432,8261,096,432,826
Red Door Wealth Management, LLC$1,095,528,9861,095,528,986
Wellesley Asset Management$1,095,411,1611,095,411,161
BRUNI J V & CO /CO$1,095,344,9611,095,344,961
Vivo Capital, LLC$1,095,100,8231,095,100,823
Miller Investment Management, LP$1,094,644,4041,094,644,404
Goldstein Advisors, LLC$1,094,466,1921,094,466,192
Berkshire Money Management, Inc.$1,094,443,3451,094,443,345
TAIYO LIFE INSURANCE CO$1,094,280,0001,094,280,000
Koch, Inc.$1,094,236,5361,094,236,536
Goldstone Financial Group, LLC$1,094,204,3121,094,204,312
STANSBERRY ASSET MANAGEMENT, LLC$1,091,368,7161,091,368,716
Alta Park Capital, LP$1,091,326,7241,091,326,724
Intrua Financial, LLC$1,091,014,5281,091,014,528
Asset Advisors Investment Management, LLC$1,090,285,8881,090,285,888
RATIONAL ADVISORS, INC.$1,090,163,0161,090,163,016
Bison Wealth, LLC$1,089,491,9521,089,491,952
Trybe Capital Management LP$1,089,344,3841,089,344,384
Legacy Edge Advisors, LLC$1,088,555,8101,088,555,810
COMMON FUND FOR NONPROFIT ORGANIZATIONS$1,088,101,6141,088,101,614
Granite Bay Wealth Management, LLC$1,085,733,0001,085,733,000
Palisade Asset Management, LLC$1,083,313,0401,083,313,040
Graham Holdings Co$1,083,092,0001,083,092,000
DOCK STREET ASSET MANAGEMENT INC$1,081,389,3391,081,389,339
Boulay Financial Advisors, LLC$1,080,082,8421,080,082,842
Great Waters Wealth Management$1,079,408,3581,079,408,358
Hook Mill Capital Partners, LP$1,077,449,7061,077,449,706
KMG FIDUCIARY PARTNERS, LLC$1,076,195,8951,076,195,895
WATER ISLAND CAPITAL LLC$1,075,083,3651,075,083,365
TriCert Investment Counsel Inc.$1,073,900,0061,073,900,006
JIA INVESTMENT ALLIANCE PTE. LTD.$1,073,549,7911,073,549,791
Ironvine Capital Partners, LLC$1,073,099,3161,073,099,316
STEEL GROVE CAPITAL ADVISORS, LLC$1,072,910,2521,072,910,252
Graves Light Lenhart Wealth, Inc.$1,071,654,0371,071,654,037
Oak Harvest Investment Services$1,071,350,2071,071,350,207
Cypress Capital Group$1,070,743,6351,070,743,635
Tamar Securities, LLC$1,070,646,3991,070,646,399
Morgan Stanley Institutional Investment Advisors LLC$1,070,599,2821,070,599,282
Legacy Advisors, LLC$1,070,536,6461,070,536,646
Broad Bay Capital Management, LP$1,070,346,2301,070,346,230
Center for Financial Planning, Inc.$1,069,888,6901,069,888,690
JAG CAPITAL MANAGEMENT, LLC$1,068,328,0851,068,328,085
Uniplan Investment Counsel, Inc.$1,066,526,6561,066,526,656
Bedel Financial Consulting, Inc.$1,064,748,5611,064,748,561
Schneider Downs Wealth Management Advisors, LP$1,064,312,5741,064,312,574
NWF Advisory Services Inc.$1,063,781,8531,063,781,853
Petrus Trust Company, LTA$1,063,226,4841,063,226,484
CUTLER INVESTMENT COUNSEL LLC$1,062,274,7481,062,274,748
Brehaut David Pascal$1,061,972,9051,061,972,905
Polaris Capital Management, LLC$1,061,425,9931,061,425,993
Synergy Asset Management, LLC$1,060,605,0781,060,605,078
Planning Center, Inc.$1,059,698,0231,059,698,023
Rhenman & Partners Asset Management AB$1,059,428,2351,059,428,235
J. Stern & Co. LLP$1,059,332,0271,059,332,027
Greylock XIV GP LLC$1,056,824,4031,056,824,403
RED CEDAR INVESTMENT MANAGEMENT, LLC$1,055,842,9831,055,842,983
Minneapolis Portfolio Management Group, LLC$1,055,127,6941,055,127,694
Convergence Investment Partners, LLC$1,055,004,3271,055,004,327
Financial Management Professionals, Inc.$1,054,414,2251,054,414,225
FengHe Fund Management Pte. Ltd.$1,054,232,6811,054,232,681
Financial Plan, Inc.$1,054,005,9471,054,005,947
WEALTHCARE CAPITAL MANAGEMENT LLC$1,053,846,9711,053,846,971
ABNER HERRMAN & BROCK LLC$1,053,549,0001,053,549,000
Per Stirling Capital Management, LLC.$1,053,312,8171,053,312,817
Portland Global Advisors LLC$1,052,400,5981,052,400,598
V-Square Quantitative Management LLC$1,051,908,5531,051,908,553
Melqart Asset Management (UK) Ltd$1,050,837,7031,050,837,703
Pinnacle Wealth Planning Services, Inc.$1,049,893,9261,049,893,926
Provenance Wealth Advisors, LLC$1,049,594,2331,049,594,233
Accurate Wealth Management, LLC$1,048,590,3931,048,590,393
MIRABELLA FINANCIAL SERVICES LLP$1,046,088,7021,046,088,702
True North Advisors, LLC$1,045,970,7261,045,970,726
TETRAD CORP$1,045,631,5181,045,631,518
SUMMIT SECURITIES GROUP LLC$1,045,597,6021,045,597,602
SOUTHERN FARM BUREAU LIFE INSURANCE$1,045,475,0001,045,475,000
CAHILL FINANCIAL ADVISORS INC$1,041,799,2761,041,799,276
George Kaiser Family Foundation$1,041,426,9291,041,426,929
Kera Capital Partners, Inc.$1,041,374,1021,041,374,102
One Madison Group LLC$1,040,366,6441,040,366,644
Long Pond Capital, LP$1,040,325,2051,040,325,205
Westerkirk Capital Inc.$1,039,985,2061,039,985,206
U S GLOBAL INVESTORS INC$1,039,682,4561,039,682,456
SR One Capital Management, LP$1,039,007,7051,039,007,705
Harbour Trust & Investment Management Co$1,038,815,4171,038,815,417
Private Wealth Asset Management, LLC$1,037,784,7161,037,784,716
Caliber Wealth Management, LLC / KS$1,035,512,9701,035,512,970