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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 23:00:44 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Wakefield Asset Management LLLP$444,233,453444,233,453
Tidemark, LLC$444,205,946444,205,946
Venator Management LLC$444,042,160444,042,160
Empirical Asset Management, LLC$444,014,115444,014,115
SK Wealth Management, LLC$443,989,645443,989,645
VANCE WEALTH, LLC$443,707,879443,707,879
Duncan Williams Asset Management, LLC$443,610,227443,610,227
TrueWealth Advisors, LLC$443,553,666443,553,666
PRINCETON CAPITAL MANAGEMENT LLC$443,398,881443,398,881
Peak Planning Group, LLC$443,130,265443,130,265
ADAMS STREET PARTNERS LLC$442,653,630442,653,630
Bouvel Investment Partners, LLC$442,300,033442,300,033
Franklin, Parlapiano, Turner & Welch, LLC$442,248,929442,248,929
HWG Holdings LP$442,200,323442,200,323
Cerro Pacific Wealth Advisors LLC$442,181,271442,181,271
Sagewood Asset Management LP$442,048,056442,048,056
DOLIVER ADVISORS, LP$441,942,913441,942,913
TWIN PEAKS WEALTH ADVISORS, LLC$441,522,674441,522,674
EdgeRock Capital LLC$441,347,281441,347,281
Alta Advisers Ltd$441,197,990441,197,990
PIONEER TRUST BANK N A/OR$441,075,511441,075,511
Morton Brown Family Wealth, LLC$441,075,373441,075,373
Cardinal Strategic Wealth Guidance$441,029,618441,029,618
LONG WALK MANAGEMENT LP$440,832,379440,832,379
DROMS STRAUSS ADVISORS INC /MO/ /ADV$440,502,129440,502,129
Roberts Wealth Advisors, LLC$440,261,730440,261,730
Euclidean Capital LLC$439,836,054439,836,054
Turiya Advisors Asia Ltd$439,562,747439,562,747
New Capital Management LP$439,045,818439,045,818
OnyxPoint Global Management LP$438,933,776438,933,776
HighVista Strategies LLC$438,599,158438,599,158
Bridge City Capital, LLC$438,141,585438,141,585
Astoria Strategic Wealth, Inc.$437,787,059437,787,059
CITIZENS & NORTHERN CORP$437,695,942437,695,942
Prudent Man Advisors, LLC$437,544,892437,544,892
Fairway Wealth LLC$437,381,210437,381,210
Strategic Investment Solutions, Inc. /IL$437,278,332437,278,332
Westend Capital Management, LLC$437,153,384437,153,384
IDG-Accel China Capital II Associates L.P.$436,787,445436,787,445
City State Bank$436,416,689436,416,689
Boltwood Capital Management$436,405,177436,405,177
Aquire Wealth Advisors, LLC$436,330,322436,330,322
Prosperity Planning, Inc.$436,300,552436,300,552
MONARCH CAPITAL MANAGEMENT INC$436,182,743436,182,743
Bare Financial Services, Inc$435,853,250435,853,250
Able Wealth Management LLC$435,835,564435,835,564
Peak Financial Management, Inc.$435,533,558435,533,558
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York$435,348,838435,348,838
Goodman Advisory Group, LLC$435,036,211435,036,211
Lionstone Capital Management LLC$434,997,855434,997,855
MPS Loria Financial Planners, LLC$434,983,245434,983,245
One Charles Private Wealth Services, LLC$434,461,441434,461,441
Cape Ann Asset Management Ltd$434,413,777434,413,777
Carr Financial Group Corp$434,390,726434,390,726
New Republic Capital, LLC$434,176,909434,176,909
Neo Ivy Capital Management$434,039,730434,039,730
HUSSMAN STRATEGIC ADVISORS, INC.$434,028,328434,028,328
Divisar Capital Management LLC$433,982,867433,982,867
Seafarer Capital Partners, LLC$433,944,162433,944,162
CLARK ESTATES INC/NY$433,712,042433,712,042
Bay Harbor Wealth Management, LLC$433,591,875433,591,875
BRC Group Holdings, Inc.$433,573,984433,573,984
Creative Capital Management Investments LLC$433,460,363433,460,363
Shah Wealth Advisors, LLC$433,297,898433,297,898
Safeguard Investment Advisory Group, LLC$433,118,628433,118,628
HEIGHTS CAPITAL MANAGEMENT, INC$433,069,622433,069,622
Intergy Private Wealth, LLC$433,004,712433,004,712
Greenstone Partners & Co., LLC$432,596,197432,596,197
Cornerstone Planning, LLC$432,340,072432,340,072
Grandeur Peak Global Advisors, LLC$432,052,106432,052,106
Investment Planning Advisors, Inc.$431,816,550431,816,550
MONIMUS CAPITAL MANAGEMENT, LP$431,796,008431,796,008
Gradient Capital Advisors, LLC$431,784,080431,784,080
Blueshift Asset Management, LLC$431,749,300431,749,300
Boundless Plain Holdings Ltd$431,609,098431,609,098
SIEMENS PENSION TRUST E V$431,290,974431,290,974
BWM Planning, LLC$431,248,927431,248,927
Ripple Effect Asset Management LP$431,236,999431,236,999
CCG WEALTH MANAGEMENT, LLC$431,111,866431,111,866
Private Wealth Management Group, LLC$431,022,761431,022,761
CAT ROCK CAPITAL MANAGEMENT LP$431,015,692431,015,692
Doma Perpetual Capital Management LLC$430,810,845430,810,845
BOS Asset Management, LLC$430,713,619430,713,619
PSI Advisors, LLC$430,452,641430,452,641
Fusion Capital, LLC$430,432,653430,432,653
Luminvest Wealth Management LLC$430,335,397430,335,397
West Branch Capital LLC$430,263,028430,263,028
Rakuten Securities, Inc.$430,206,301430,206,301
Strategic Family Wealth Counselors, L.L.C.$429,961,986429,961,986
Prostatis Group LLC$429,393,821429,393,821
Virtus Investment Advisers, LLC$429,237,907429,237,907
Main Street Group, LTD$429,190,921429,190,921
Navalign, LLC$429,112,891429,112,891
LEGACY FINANCIAL GROUP, INC.$428,533,906428,533,906
TRUEFG, LLC$428,224,299428,224,299
Straight Path Wealth Management$427,812,303427,812,303
BOONE CAPITAL MANAGEMENT LLC$427,536,296427,536,296
BankPlus Trust Department$427,521,333427,521,333
Sound Capital Solutions LLC$427,438,865427,438,865
Tradewinds, LLC.$427,393,430427,393,430