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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 2026-10-13 17:27:36 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
RAM Investment Partners, LLC$625,271,052625,271,052
Chemistry Wealth Management LLC$625,154,685625,154,685
Avidity Partners Management LP$624,441,478624,441,478
Davidson Capital Management Inc.$624,227,291624,227,291
Spinnaker Investment Group, LLC$624,080,938624,080,938
Pettinga Financial Advisors LLC$623,930,520623,930,520
AMARILLO NATIONAL BANK$623,837,736623,837,736
Proactive Wealth Strategies LLC$623,162,103623,162,103
TB Alternative Assets Ltd.$623,051,692623,051,692
TruNorth Capital Management, LLC$622,609,587622,609,587
Parkwoods Wealth Partners, LLC$622,454,705622,454,705
Lind Value II ApS$622,033,384622,033,384
Accel Leaders 3 Associates L.P.$621,908,604621,908,604
FLC Capital Advisors$621,702,818621,702,818
ELEMENT POINTE ADVISORS, LLC$621,076,409621,076,409
RIT CAPITAL PARTNERS PLC$620,628,121620,628,121
Intel Corp$620,621,529620,621,529
BRANDYWINE TRUST CO$620,572,966620,572,966
KPS Global Asset Management UK Ltd$620,045,783620,045,783
Te Ahumairangi Investment Management Ltd$619,949,604619,949,604
Baker Chad R$619,687,082619,687,082
Performa Ltd (US), LLC$619,666,544619,666,544
ROBOTTI ROBERT$619,509,887619,509,887
Great Point Wealth Advisors, LLC$619,164,840619,164,840
Mason & Associates Inc$619,041,462619,041,462
First PREMIER Bank$618,636,000618,636,000
KCM Capital Inc$617,888,837617,888,837
KEB ASSET MANAGEMENT, LLC$617,813,988617,813,988
CacheTech Inc.$617,525,993617,525,993
Halter Ferguson Financial Inc.$617,393,722617,393,722
Sunburst Financial Group, LLC$617,309,340617,309,340
SAGE RHINO CAPITAL LLC$617,214,968617,214,968
SMI Advisory Services, LLC$617,018,826617,018,826
Financial Gravity Companies, Inc.$616,352,520616,352,520
Birnam Oak Advisors, LP$616,117,168616,117,168
Intelligence Driven Advisers, LLC$615,988,117615,988,117
Baring Fintech Fund III Managers Ltd$615,744,155615,744,155
Alpine Global Management, LLC$615,363,223615,363,223
TLWM$614,941,957614,941,957
Odyssean, LLC$614,879,440614,879,440
Financial Security Advisor, Inc.$614,784,502614,784,502
AIRE ADVISORS, LLC$614,723,948614,723,948
All Terrain Financial Advisors, LLC$614,646,464614,646,464
Conrad Siegel Investment Advisors, Inc.$614,620,540614,620,540
Sands Capital Alternatives, LLC$613,546,175613,546,175
Turim 21 Investimentos Ltda.$613,260,036613,260,036
Balefire, LLC$612,919,907612,919,907
M. Kulyk & Associates, LLC$612,874,563612,874,563
Fonville Wealth Management LLC$612,325,650612,325,650
Twele Capital Management, Inc.$612,256,024612,256,024
JACOBSON & SCHMITT ADVISORS, LLC$612,148,321612,148,321
SkyOak Wealth, LLC$612,087,912612,087,912
West Wealth Group, LLC$611,266,337611,266,337
Platform Technology Partners$611,186,750611,186,750
Key Financial Inc$610,559,962610,559,962
Integrated Quantitative Investments LLC$610,489,150610,489,150
Addison Capital Co$610,381,599610,381,599
Grant Street Asset Management, Inc.$610,370,637610,370,637
CHILDRESS CAPITAL ADVISORS, LLC$610,363,082610,363,082
Francis Financial, Inc.$610,358,701610,358,701
Portfolio Design Labs, LLC$609,994,108609,994,108
Gibson Capital, LLC$609,505,383609,505,383
Mattern Wealth Management LLC$609,336,291609,336,291
Sompo Asset Management Co., Ltd.$609,242,436609,242,436
Crusonia Wealth Advisors LLC$609,172,500609,172,500
SUMMIT PARTNERS L P$608,921,882608,921,882
Ellsworth Advisors, LLC$608,552,210608,552,210
Delta Investment Management, LLC$607,671,049607,671,049
MASON CAPITAL MANAGEMENT LLC$606,842,468606,842,468
Conifer Management, L.L.C.$606,658,705606,658,705
SKBA CAPITAL MANAGEMENT LLC$606,041,757606,041,757
NORTH POINT PORTFOLIO MANAGERS CORP/OH$606,027,496606,027,496
Seven Fleet Capital Management LP$605,916,390605,916,390
BANC FUNDS CO LLC$605,452,100605,452,100
Verbena Value LP$605,261,190605,261,190
Requisite Capital Management, LLC$605,022,820605,022,820
VeraBank, N.A.$604,417,923604,417,923
ERn Financial, LLC$604,315,365604,315,365
Sio Capital Management, LLC$604,294,540604,294,540
Morse Asset Management, Inc$603,835,677603,835,677
ADVISORS MANAGEMENT GROUP INC /ADV$603,564,000603,564,000
Varenne Capital Partners$603,318,085603,318,085
Eagle Health Investments LP$603,308,468603,308,468
Perkins Coie Trust Co$603,279,390603,279,390
FOX RUN MANAGEMENT, L.L.C.$603,270,553603,270,553
Oakwell Private Wealth Management, LLC$603,172,310603,172,310
Fund 1 Investments, LLC$603,063,490603,063,490
GSK plc$602,220,442602,220,442
Family Investment Center, Inc.$602,197,244602,197,244
Westover Capital Advisors, LLC$601,931,750601,931,750
PRECEDENT WEALTH PARTNERS, LLC$601,381,055601,381,055
Marotta Asset Management$600,931,009600,931,009
Kendall Capital Management$600,357,353600,357,353
HOLDERNESS INVESTMENTS CO$599,806,002599,806,002
RPg Family Wealth Advisory, LLC$599,637,662599,637,662
Manhattan West Asset Management, LLC$598,899,006598,899,006
Whitaker-Myers Wealth Managers, LTD.$598,764,374598,764,374
Systelligence, LLC$598,719,389598,719,389
Sterling Investment Advisors, Ltd.$598,696,692598,696,692
Iowa State Bank$598,390,410598,390,410