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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 16:26:34 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Valliance Asset Management Ltd$864,332,030864,332,030
BAXTER BROS INC$864,322,344864,322,344
D'Orazio & Associates, Inc.$864,058,539864,058,539
Berman McAleer LLC$863,661,855863,661,855
NEW ENGLAND ASSET MANAGEMENT INC$863,387,653863,387,653
BlueSky Wealth Advisors, LLC$863,333,201863,333,201
Curated Wealth Partners LLC$863,290,105863,290,105
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$863,059,023863,059,023
Hound Partners, LLC$862,892,000862,892,000
EQT Fund Management S.a r.l.$862,623,135862,623,135
Bernicke Wealth Management, Ltd.$861,335,364861,335,364
Ellenbecker Investment Group$860,229,496860,229,496
PSG Equity L.L.C.$859,773,031859,773,031
FOUNDATION RESOURCE MANAGEMENT INC$859,744,674859,744,674
CULBERTSON A N & CO INC$858,694,942858,694,942
Portside Wealth Group, LLC$858,277,110858,277,110
UNIQUE WEALTH, LLC$858,096,316858,096,316
Stokes Family Office, LLC$857,571,375857,571,375
Pathway Financial Advisors LLC$857,307,774857,307,774
MATTERN CAPITAL MANAGEMENT, LLC$856,747,061856,747,061
Slow Capital, Inc.$856,723,905856,723,905
ACK Asset Management LLC$856,327,037856,327,037
Alley Investment Management Company, LLC$855,958,508855,958,508
QUEST INVESTMENT MANAGEMENT LLC$855,898,769855,898,769
Evolution Wealth Advisors, LLC$854,948,143854,948,143
Talon Private Wealth, LLC$854,907,478854,907,478
Hikari Power Ltd$854,519,000854,519,000
DIMENSION CAPITAL MANAGEMENT LLC$853,513,220853,513,220
Brio Consultants, LLC$853,399,509853,399,509
FIFTHDELTA Ltd$852,876,378852,876,378
UNITED BANK$852,699,987852,699,987
Conversant Capital LLC$852,492,406852,492,406
McGlone Suttner Wealth Management, Inc.$852,422,334852,422,334
Burton Enright Welch$851,518,797851,518,797
Capital Advisors Wealth Management, LLC$851,444,353851,444,353
Harbor Group, Inc.$851,316,971851,316,971
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$849,266,261849,266,261
Kimmeridge Energy Management Company, LLC$848,582,501848,582,501
Ellevest, Inc.$848,115,751848,115,751
Apollon Financial, LLC$847,559,694847,559,694
Think Investments LP$846,693,417846,693,417
Peterson Wealth Advisors, LLC$846,140,941846,140,941
Lineweaver Wealth Advisors, LLC$844,844,803844,844,803
Arkos Global Advisors$844,498,000844,498,000
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$844,132,247844,132,247
Power Corp of Canada$843,062,831843,062,831
Kora Management LP$842,969,284842,969,284
LaFleur & Godfrey LLC$842,119,762842,119,762
WoodTrust Financial Corp$841,910,000841,910,000
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC$841,750,000841,750,000
Range Advisory, LLC$839,818,035839,818,035
First Pacific Financial$839,271,380839,271,380
Financial Enhancement Group LLC$838,695,529838,695,529
Security National Bank$837,912,331837,912,331
VILLERE ST DENIS J & CO LLC$837,768,549837,768,549
NOTTINGHAM ADVISORS, INC.$837,572,639837,572,639
Physician Wealth Advisors, Inc.$837,381,268837,381,268
PROFESSIONAL ADVISORY SERVICES INC$835,679,000835,679,000
Glassman Wealth Services$834,644,529834,644,529
Artemis Wealth Advisors, LLC$834,513,809834,513,809
Breakwater Capital Group$833,328,146833,328,146
Blue Edge Capital, LLC$832,774,589832,774,589
HHLR ADVISORS, LTD.$832,072,843832,072,843
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$832,043,719832,043,719
NOESIS CAPITAL MANGEMENT CORP$831,637,928831,637,928
Sargent Investment Group, LLC$831,616,851831,616,851
AA Financial Advisors, LLC$831,517,324831,517,324
American Financial Advisors, LLC$831,059,242831,059,242
COMPASS FINANCIAL MANAGEMENT LLC$828,981,758828,981,758
Sharkey, Howes & Javer$828,740,524828,740,524
AdvisorShares Investments LLC$828,137,470828,137,470
Benchstone Capital Management LP$827,785,299827,785,299
ARVEST INVESTMENTS, INC.$826,637,810826,637,810
CULLEN INVESTMENT GROUP, LTD.$826,542,588826,542,588
Cardinal Capital Management$826,307,762826,307,762
Meridian Wealth Partners, LLC$826,109,523826,109,523
Parsifal Capital Management, LP$825,686,605825,686,605
Strategic Wealth Investment Group, LLC$824,745,951824,745,951
St. Louis Trust Co$824,710,669824,710,669
JOHN G ULLMAN & ASSOCIATES INC$824,411,966824,411,966
Rice Partnership, LLC$823,945,074823,945,074
Werba Rubin Papier Wealth Management$823,534,560823,534,560
Intellus Advisors LLC$823,494,157823,494,157
McGowan Group Asset Management, Inc.$823,113,560823,113,560
Orange Investment Advisors, Inc.$823,023,647823,023,647
Leelyn Smith, LLC$822,349,058822,349,058
SIRIOS CAPITAL MANAGEMENT L P$822,254,731822,254,731
Sivia Capital Partners, LLC$822,077,579822,077,579
GREENUP STREET WEALTH MANAGEMENT LLC$821,684,958821,684,958
AVENIR CORP$820,736,526820,736,526
Legacy Financial Advisors, Inc.$820,391,860820,391,860
Capital Advantage, Inc.$819,649,878819,649,878
Faithward Advisors, LLC$819,395,589819,395,589
Canal Capital Management, LLC$818,668,298818,668,298
LaSalle St. Investment Advisors, LLC$818,111,719818,111,719
DILLON & ASSOCIATES INC$817,233,000817,233,000
Fund Resources Investment Holding Group Co Ltd$817,028,574817,028,574
Mirador Capital Partners LP$816,837,297816,837,297
Biondo Investment Advisors, LLC$816,798,922816,798,922
SCHWERIN BOYLE CAPITAL MANAGEMENT INC$815,965,048815,965,048