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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 15:13:53 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
New England Private Wealth Advisors LLC$1,035,353,1931,035,353,193
Oak Thistle LLC$1,034,846,0471,034,846,047
Iron Gate Global Advisors LLC$1,034,842,5381,034,842,538
ABSOLUTE INVESTMENT ADVISERS, LLC$1,034,778,0901,034,778,090
Sierra Capital LLC$1,034,695,4631,034,695,463
ISTHMUS PARTNERS, LLC$1,034,299,9041,034,299,904
Baldwin Investment Management, LLC$1,033,771,7481,033,771,748
Laurel Wealth Advisors LLC$1,033,705,1171,033,705,117
AssuredPartners Investment Advisors, LLC$1,033,530,1701,033,530,170
ARMSTRONG HENRY H ASSOCIATES INC$1,032,548,0591,032,548,059
Opus Capital Group, LLC$1,032,305,0001,032,305,000
Paradigm Operations LP$1,031,407,3941,031,407,394
ALTFEST L J & CO INC$1,030,997,8721,030,997,872
Rodgers Brothers Inc.$1,030,264,8441,030,264,844
Provident Investment Management, Inc.$1,029,212,0481,029,212,048
Quadcap Wealth Management, LLC$1,028,696,4021,028,696,402
Impact Partnership Wealth, LLC$1,028,621,0161,028,621,016
Massar Capital Management, LP$1,028,532,5331,028,532,533
Columbus Macro, LLC$1,028,300,1141,028,300,114
Engine Capital Management, LP$1,027,592,2931,027,592,293
Columbus Hill Capital Management, L.P.$1,027,448,1991,027,448,199
Apis Capital Advisors, LLC$1,027,356,7651,027,356,765
RH Tailwind Management, LLC$1,026,821,9091,026,821,909
Invst, LLC$1,025,797,4111,025,797,411
Insight Wealth Strategies, LLC$1,024,551,3581,024,551,358
TOTH FINANCIAL ADVISORY CORP$1,024,340,5201,024,340,520
Moisand Fitzgerald Tamayo, LLC$1,023,990,1321,023,990,132
Keebeck Wealth Management$1,023,719,9521,023,719,952
NTV Asset Management LLC$1,020,694,0941,020,694,094
Capital Investment Services of America, Inc.$1,020,677,7581,020,677,758
Portfolio Strategies, Inc.$1,019,490,0461,019,490,046
JABODON PT CO$1,019,184,0001,019,184,000
GREENWOOD CAPITAL ASSOCIATES LLC$1,018,907,9281,018,907,928
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$1,018,711,0001,018,711,000
TRITONPOINT WEALTH, LLC$1,017,745,8861,017,745,886
CKW FINANCIAL GROUP$1,017,720,0001,017,720,000
Genus Capital Management Inc.$1,015,950,8001,015,950,800
Redhawk Wealth Advisors, Inc.$1,015,036,6131,015,036,613
ALLEN HOLDING INC /NY$1,013,793,7601,013,793,760
Dream Peak Capital Ltd$1,013,060,5221,013,060,522
NAN FUNG TRINITY (HK) LTD$1,012,751,7941,012,751,794
Havemeyer Place LP$1,012,729,0171,012,729,017
Lavaca Capital LLC$1,012,386,4301,012,386,430
Accel Leaders 4 Associates L.P.$1,012,097,3221,012,097,322
Counterpoint Mutual Funds LLC$1,010,967,4651,010,967,465
Quantum Financial Advisors, LLC$1,010,913,1291,010,913,129
DiNuzzo Private Wealth, Inc.$1,010,884,5031,010,884,503
Gladstone Capital Management LLP$1,010,783,1191,010,783,119
IAG Wealth Partners, LLC$1,010,374,2141,010,374,214
Redwood Investment Management, LLC$1,008,897,0001,008,897,000
Steigerwald, Gordon & Koch Inc.$1,008,882,2271,008,882,227
KR Capital LP$1,008,777,2371,008,777,237
CATALYST FINANCIAL PARTNERS LLC$1,008,317,7691,008,317,769
Grove Bank & Trust$1,008,182,0551,008,182,055
Occidental Asset Management, LLC$1,007,286,2151,007,286,215
Eagle Strategies LLC$1,006,393,0481,006,393,048
Patton Albertson Miller Group, LLC$1,004,964,6441,004,964,644
MAR VISTA INVESTMENT PARTNERS LLC$1,004,830,3811,004,830,381
B&D White Capital Company, LLC$1,004,750,0611,004,750,061
Sendero Wealth Management, LLC$1,004,392,5391,004,392,539
BlueStem Wealth Partners, LLC$1,004,328,5001,004,328,500
KIM, LLC$1,003,252,4221,003,252,422
Fulcrum Asset Management LLP$1,003,036,2621,003,036,262
ADVISORY RESEARCH INC$1,002,401,2671,002,401,267
HOHIMER WEALTH MANAGEMENT, LLC$1,002,400,1601,002,400,160
HOWARD FINANCIAL SERVICES, LTD.$1,001,479,7771,001,479,777
SHEETS SMITH WEALTH MANAGEMENT$1,000,399,5231,000,399,523
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$1,000,228,1881,000,228,188
Ascent Wealth Partners, LLC$1,000,068,1731,000,068,173
Embree Financial Group$998,603,489998,603,489
180 WEALTH ADVISORS, LLC$997,464,204997,464,204
HHM Wealth Advisors, LLC$995,980,674995,980,674
LEUTHOLD GROUP, LLC$995,164,108995,164,108
NINE MASTS CAPITAL Ltd$994,651,903994,651,903
ROMANO BROTHERS AND COMPANY$994,393,401994,393,401
Souders Financial Advisors$994,149,823994,149,823
Absolute Gestao de Investimentos Ltda.$994,078,404994,078,404
Rock Creek Group LLC$993,719,611993,719,611
Power Alpha Investment Ltd$993,582,323993,582,323
DENALI ADVISORS LLC$993,033,765993,033,765
Capital Advisors, Ltd. LLC$991,162,000991,162,000
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$990,366,644990,366,644
MLG Wealth Management DBA Pine Grove Financial Group$990,198,657990,198,657
KTF INVESTMENTS, LLC$989,412,716989,412,716
State of Wyoming$989,132,330989,132,330
NOVEM GROUP$987,934,932987,934,932
Archford Capital Strategies, LLC$987,486,328987,486,328
Global Endowment Management, LP$986,506,000986,506,000
Financial Partners Group, Inc$985,062,913985,062,913
Southeast Asset Advisors, LLC$984,492,332984,492,332
FIDUCIARY FINANCIAL ADVISORS$984,448,850984,448,850
LVZ, Inc.$984,274,707984,274,707
Stanley-Laman Group, Ltd.$984,237,833984,237,833
Central Pacific Bank - Trust Division$984,055,601984,055,601
Cheviot Value Management, LLC$983,988,171983,988,171
Marble Harbor Investment Counsel, LLC$983,963,826983,963,826
JAMES INVESTMENT RESEARCH, INC.$983,779,780983,779,780
INFINITUM ASSET MANAGEMENT, LLC$983,203,662983,203,662
Greenline Partners, LLC$983,040,032983,040,032
TWIN FOCUS CAPITAL PARTNERS, LLC$982,719,490982,719,490