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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 2026-10-14 05:55:11 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Generali Investments, Management Co LLC$460,337,177460,337,177
ALPINE WOODS CAPITAL INVESTORS, LLC$460,170,532460,170,532
DeDora Capital, Inc.$460,099,998460,099,998
RIA Advisory Group LLC$459,569,943459,569,943
Atwater Malick LLC$459,121,198459,121,198
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$459,025,037459,025,037
VELA Investment Management, LLC$458,969,500458,969,500
Syverson Strege & Co$458,879,937458,879,937
RDA Financial Network$458,761,457458,761,457
Peterson Wealth Services$458,713,433458,713,433
G2 CAPITAL MANAGEMENT, LLC / OH$458,598,164458,598,164
Coleford Investment Management Ltd.$458,504,326458,504,326
Global Assets Advisory, LLC$458,348,500458,348,500
Seven Springs Wealth Group, LLC$458,092,005458,092,005
AllGen Financial Advisors, Inc.$457,983,215457,983,215
Strategic Advisors LLC$457,212,324457,212,324
Westmount Partners, LLC$457,093,393457,093,393
Atlas Private Wealth Advisors$456,815,489456,815,489
Carmel Capital Management L.L.C.$456,372,109456,372,109
Canal Insurance CO$456,297,000456,297,000
Warther Private Wealth, LLC$455,939,133455,939,133
CARDEROCK CAPITAL MANAGEMENT INC$455,763,438455,763,438
Legacy Wealth Asset Management, LLC$455,634,887455,634,887
CLG LLC$455,428,643455,428,643
Cordatus Wealth Management LLC$455,332,219455,332,219
NATURAL INVESTMENTS, LLC$455,247,000455,247,000
Colony Family Offices, LLC$455,054,549455,054,549
Miramar Capital, LLC$454,965,409454,965,409
Bulldog Investors, LLP$454,726,849454,726,849
Lisanti Capital Growth, LLC$454,583,686454,583,686
Highland Financial Advisors, LLC$454,576,962454,576,962
Progressive Investment Management Corp$454,363,637454,363,637
GSG Advisors LLC$454,319,236454,319,236
Markowski Investments$454,207,685454,207,685
INTEGRAL INVESTMENT ADVISORS, INC.$453,959,176453,959,176
Weaver Capital Management LLC$453,883,378453,883,378
Gray Foundation$453,743,732453,743,732
BEAM WEALTH ADVISORS, INC.$453,416,510453,416,510
Indigo Partners LLC$453,031,168453,031,168
Aspen Capital Management, LLC$452,975,875452,975,875
BOSTON RESEARCH & MANAGEMENT INC$452,634,705452,634,705
Bitwise Funds Trust$452,444,463452,444,463
Brand Asset Management Group, Inc.$452,367,548452,367,548
Freedom Day Solutions, LLC$451,965,697451,965,697
WINMILL & CO. INC$451,652,565451,652,565
Remedium Capital Partners, LLC$451,627,235451,627,235
Ironwood Wealth Management, LLC.$451,233,238451,233,238
Endure Capital Management, LLC$450,829,001450,829,001
LPWM LLC$450,719,615450,719,615
CWS Financial Advisors, LLC$450,648,914450,648,914
RIPOSTE CAPITAL LLC$450,567,900450,567,900
BARD ASSOCIATES INC$450,548,992450,548,992
Anchorage Capital Group, L.L.C.$450,457,456450,457,456
KELLY FINANCIAL GROUP LLC$450,059,536450,059,536
RWC ASSET ADVISORS (US) LLC$449,569,394449,569,394
Strengthening Families & Communities, LLC$449,561,747449,561,747
Diligent Investors, LLC$449,050,757449,050,757
Cincinnati Specialty Underwriters Insurance CO$448,986,174448,986,174
Bregal Sagemount IV General Partner Jersey Ltd$448,960,617448,960,617
GARDNER LEWIS ASSET MANAGEMENT L P$448,901,257448,901,257
CONTINENTAL GRAIN CO$448,262,427448,262,427
PCG Wealth Advisors, LLC$448,236,766448,236,766
Pacific Center for Financial Services$448,187,750448,187,750
Hartford Financial Management Inc.$448,177,323448,177,323
Warren Street Wealth Advisors, LLC$448,145,521448,145,521
Windmill Hill Asset Management Ltd$448,093,707448,093,707
One Degree Advisors Inc$448,029,000448,029,000
Mudrick Capital Management, L.P.$447,928,109447,928,109
WealthTrust Axiom LLC$447,622,046447,622,046
Wealthspring Capital LLC$447,567,318447,567,318
Level Financial Advisors$447,535,251447,535,251
Watchman Group, Inc.$447,407,604447,407,604
Dynamic Technology Lab Private Ltd$447,386,000447,386,000
SYQUANT CAPITAL SAS$447,183,000447,183,000
BROWN WEALTH MANAGEMENT, LLC$447,180,367447,180,367
Flagstone Financial Management$447,163,961447,163,961
O'Neil Global Advisors, Inc.$447,107,623447,107,623
Quadrant Private Wealth Management, LLC$446,765,137446,765,137
FLAGSHIP WEALTH ADVISORS, LLC$446,685,751446,685,751
WORLD EQUITY GROUP, INC.$446,619,752446,619,752
Wellington Shields & Co., LLC$446,454,160446,454,160
Fosun International Ltd$446,237,185446,237,185
Columbia Bank$445,963,023445,963,023
CHANNEL WEALTH LLC$445,885,805445,885,805
BROWN, LISLE/CUMMINGS, INC.$445,758,052445,758,052
Maniro Ltd$445,714,145445,714,145
Tyro Capital Management LLC$445,668,368445,668,368
Hunter Perkins Capital Management, LLC$445,574,000445,574,000
MERIDIAN MANAGEMENT CO$445,550,203445,550,203
Howard Hughes Medical Institute$445,360,854445,360,854
Legacy Wealth Partners, LLC$445,256,866445,256,866
SEARLE & CO.$445,134,298445,134,298
Tillman Hartley LLC$445,118,957445,118,957
LITTLE HOUSE CAPITAL LLC$445,104,037445,104,037
DUMONT & BLAKE INVESTMENT ADVISORS LLC$445,052,620445,052,620
CGC Financial Services, LLC$444,659,863444,659,863
Dodds Wealth, LLC$444,568,976444,568,976
United Wealth Management, LLC$444,406,496444,406,496
Accel Wealth Management$444,377,868444,377,868
Arjuna Capital$444,304,218444,304,218