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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 21:27:56 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
X-Square Capital, LLC$394,063,000394,063,000
Stone Summit Wealth LLC$394,028,811394,028,811
Farmers & Merchants Trust Co of Chambersburg PA$393,980,000393,980,000
III Capital Management$393,964,662393,964,662
360 Financial, Inc.$393,701,560393,701,560
WHITE MOUNTAINS INSURANCE GROUP LTD$393,601,043393,601,043
Red Wave Investments LLC$393,506,651393,506,651
Independent Wealth Network Inc.$393,304,465393,304,465
NFC Investments, LLC$393,189,000393,189,000
Crown Wealth Group, LLC$392,991,724392,991,724
BridgePort Financial Solutions, LLC$392,860,230392,860,230
Snider Financial Group$392,825,723392,825,723
SRH ADVISORS, LLC$392,481,573392,481,573
Southern Financial Group, LLC$391,839,997391,839,997
OFS Enterprise LLC$391,706,070391,706,070
Kingdom Financial Group LLC.$391,493,036391,493,036
Patriot Financial Partners GP II, L.P.$391,261,222391,261,222
LIBRA WEALTH LLC$391,229,378391,229,378
OAK FAMILY ADVISORS, LLC$391,127,389391,127,389
Private Wealth Advisors, LLC$390,950,852390,950,852
SS&H Financial Advisors, Inc.$390,935,000390,935,000
ForthRight Wealth Management, LLC$390,879,297390,879,297
Access Investment Management LLC$390,620,600390,620,600
Legacy CG, LLC$390,610,489390,610,489
DELTA AIR LINES, INC.$390,520,618390,520,618
First American Financial Corp$390,465,037390,465,037
WEBSTERROGERS FINANCIAL ADVISORS, LLC$390,390,442390,390,442
Quantum Private Wealth, LLC$390,193,836390,193,836
FOCUSED ALPHA, LLC$390,134,288390,134,288
HTG Investment Advisors, Inc.$390,073,732390,073,732
CENTRAL VALLEY ADVISORS, LLC$389,889,003389,889,003
Apeiron RIA LLC$389,801,806389,801,806
LongView Wealth Management$389,795,264389,795,264
Checkpoint Capital L.P.$389,759,662389,759,662
Legacy Wealth Management, LLC / MS$389,560,103389,560,103
Smart Money Group LLC$389,528,907389,528,907
Supplemental Annuity Collective Trust of NJ$389,459,920389,459,920
Narus Financial Partners, LLC$389,311,820389,311,820
TRUST CO OF OKLAHOMA$389,196,435389,196,435
Trinity Financial Advisors LLC$389,076,953389,076,953
Cedar Wealth Management, LLC$388,976,138388,976,138
St. Clair Advisors, LLC$388,701,335388,701,335
MSA Advisors, LLC$388,570,841388,570,841
Keystone Financial Services$388,430,125388,430,125
Provident Wealth Management, LLC$388,403,595388,403,595
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$388,292,873388,292,873
Keystone Financial Planning, Inc.$387,930,341387,930,341
PUZO MICHAEL J$387,893,757387,893,757
Terril Brothers, Inc.$387,840,536387,840,536
Post Oak Energy Holdings, LLC$387,505,260387,505,260
CDAM (UK) Ltd$387,380,492387,380,492
Stolper Co$387,320,000387,320,000
Osprey Private Wealth LLC$387,214,136387,214,136
Slotnik Capital, LLC$386,964,888386,964,888
LOM Asset Management Ltd$386,927,197386,927,197
Donoghue Forlines LLC$386,685,332386,685,332
Rudius Management LP$386,433,921386,433,921
Prairiewood Capital, LLC$385,863,323385,863,323
GATE CITY CAPITAL MANAGEMENT, LLC$385,811,969385,811,969
Topline Capital Management, LLC$385,685,170385,685,170
Baron Wealth Management LLC$385,668,196385,668,196
Independence Financial Advisors, LLC$385,510,888385,510,888
Capital Innovations LLC$385,196,000385,196,000
United Airlines Holdings, Inc.$385,160,905385,160,905
Seneca Financial Advisors LLC$385,049,826385,049,826
Cutler Capital Management, LLC$385,011,172385,011,172
Windsor Capital Management, LLC$384,782,899384,782,899
Pinnacle Bancorp, Inc.$384,439,373384,439,373
JUNCTURE WEALTH STRATEGIES, LLC$384,392,412384,392,412
REIK & CO., LLC$383,920,061383,920,061
Independence Asset Advisors, LLC$383,870,705383,870,705
CLIENT 1ST ADVISORY GROUP, LLC$383,680,688383,680,688
Schusterman Interests, LLC$383,300,116383,300,116
Sand Grove Capital Management LLP$383,233,309383,233,309
Hoxton Planning & Management, LLC$383,224,932383,224,932
PARUS FINANCE (UK) Ltd$383,131,077383,131,077
Paragon Private Wealth Management, LLC$383,007,410383,007,410
CLARIS ADVISORS, LLC / MO /$382,986,071382,986,071
RV Capital AG$382,887,143382,887,143
Vectors Research Management, LLC$382,866,054382,866,054
FINANCIAL ADVISORY PARTNERS, LLC$382,702,667382,702,667
CONGRUENCE CAPITAL, LLC$382,617,733382,617,733
Schorn Wealth LLC$382,327,221382,327,221
Alpha Financial Advisors, LLC$382,229,430382,229,430
CHERRYDALE WEALTH MANAGEMENT, LLC$382,180,441382,180,441
COSMIC MANAGEMENT, LLC$382,001,818382,001,818
Gilliland Jeter Wealth Management LLC$381,733,763381,733,763
PRIVATE CLIENT SERVICES, LLC$381,403,958381,403,958
Selective Wealth Management, Inc.$381,174,605381,174,605
NORTHCAPE WEALTH MANAGEMENT, LLC$381,165,215381,165,215
Leeward Financial Partners, LLC$381,157,007381,157,007
WEYBOSSET RESEARCH & MANAGEMENT LLC$380,947,335380,947,335
CJM Wealth Advisers, Ltd.$380,910,331380,910,331
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$380,825,756380,825,756
SWEENEY & MICHEL, LLC$380,799,241380,799,241
Whetstone Capital Advisors, LLC$380,414,562380,414,562
Briaud Financial Planning Inc$380,226,343380,226,343
Hobbs Group Advisors, LLC$380,088,225380,088,225
Advanced Asset Management Advisors Inc$380,070,039380,070,039
Financial Insights, Inc.$379,927,483379,927,483