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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 15:57:41 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Corre Partners Management, LLC$379,754,969379,754,969
ShankerValleau Wealth Advisors, Inc.$379,570,983379,570,983
Bridgefront Capital, LLC$379,527,412379,527,412
Cabot-Wellington, LLC$379,525,357379,525,357
Courage Miller Partners, LLC$379,014,654379,014,654
S.E.E.D. Planning Group LLC$378,923,928378,923,928
Schiavi & Co LLC$378,457,630378,457,630
Comprehensive Financial Consultants Institutional, Inc.$378,100,185378,100,185
Wellington Grp LLC$377,940,550377,940,550
Shakespeare Wealth Management, LLC$377,645,577377,645,577
Juniper Investment Company, LLC$377,603,638377,603,638
FC Advisory LLC$377,598,790377,598,790
Argos Wealth Advisors, LLC$377,596,384377,596,384
GILL CAPITAL PARTNERS, LLC$377,512,979377,512,979
Sensible Money, LLC$377,142,786377,142,786
Starr Indemnity & Liability Co$377,049,253377,049,253
M. Kraus & Co$376,893,878376,893,878
Nalanda India Equity Fund Ltd$376,818,750376,818,750
HAZLETT, BURT & WATSON, INC.$376,686,000376,686,000
VSM Wealth Advisory, LLC$376,457,556376,457,556
Balance Wealth Partners LLC$375,996,932375,996,932
Kings Path Partners LLC$375,823,213375,823,213
Harbor Island Capital LLC$375,554,343375,554,343
Sara-Bay Financial$375,424,271375,424,271
Geneva Partners, LLC$375,091,547375,091,547
Payne Capital Management, LLC$375,038,078375,038,078
Family Legacy, Inc.$374,933,793374,933,793
CONSOLIDATED CAPITAL MANAGEMENT, LLC$374,760,679374,760,679
SAVA PENZISKO DRUSHTVO A.D. SKOPJE$374,642,904374,642,904
WealthBridge Investment Counsel Inc.$374,542,000374,542,000
Bell Asset Management Ltd$374,535,782374,535,782
LifeWealth Investments, LLC$374,131,622374,131,622
Cape Investment Advisory, Inc.$374,074,784374,074,784
LFL Advisers, LLC$374,027,995374,027,995
PENOBSCOT WEALTH MANAGEMENT$373,856,273373,856,273
HARBOR ADVISORY CORP /MA/$373,720,385373,720,385
Pine Harbor Wealth Management, LLC$373,461,010373,461,010
Friday Financial$373,445,772373,445,772
Hutchens & Kramer Investment Management Group, LLC$373,257,327373,257,327
3G Capital Partners LP$373,243,970373,243,970
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$373,166,519373,166,519
Omnia Family Wealth, LLC$373,159,710373,159,710
Rench Wealth Management, Inc.$372,494,681372,494,681
Atlas Brown,Inc.$372,476,101372,476,101
HARMONY ASSET MANAGEMENT LLC$372,418,098372,418,098
Kooman & Associates$372,408,418372,408,418
Veery Capital, LLC$372,324,215372,324,215
Lifestyle Asset Management, Inc.$372,066,610372,066,610
Aspen Investment Management Inc$371,968,000371,968,000
Atle Fund Management AB$371,704,828371,704,828
Cornell Pochily Investment Advisors, Inc.$371,701,873371,701,873
MIO PARTNERS, INC.$371,532,995371,532,995
GRAYBILL WEALTH MANAGEMENT, LTD.$371,530,340371,530,340
Strathmore Capital Advisors, Inc.$371,367,626371,367,626
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$371,189,435371,189,435
REGIMEN WEALTH, LLC$371,024,221371,024,221
RESTON WEALTH MANAGEMENT LLC$370,994,639370,994,639
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$370,870,938370,870,938
WEALTH EFFECTS LLC$370,499,732370,499,732
Congress Park Capital LLC$370,483,821370,483,821
Next Capital Management LLC$370,451,297370,451,297
Veracity Capital LLC$370,388,047370,388,047
B.O.S.S. Retirement Advisors, LLC$370,351,345370,351,345
Gunderson Capital Management LLC$370,305,362370,305,362
Cypress Capital, LLC$369,906,753369,906,753
M & L Capital Management Ltd$369,819,181369,819,181
AYAL Capital Advisors Ltd$369,681,383369,681,383
Bruce & Co., Inc.$369,495,763369,495,763
EVEXIA WEALTH LLC$369,483,283369,483,283
Ceeto Capital Group, LLC$369,478,000369,478,000
Odyssey Group, LLC$369,364,703369,364,703
Wealth Advisors of Iowa, LLC$369,194,607369,194,607
Alta Wealth Advisors LLC$368,928,324368,928,324
General Electric Co$368,854,317368,854,317
Gold Investment Management Ltd.$368,833,962368,833,962
Joule Financial, LLC$368,779,065368,779,065
SYMMETRY PEAK MANAGEMENT LLC$368,718,180368,718,180
Global Financial Private Client, LLC$368,638,075368,638,075
Commonwealth Retirement Investments LLC$368,407,274368,407,274
BATTERY MANAGEMENT CORP.$368,295,473368,295,473
PhiloSmith Capital Corp$368,172,761368,172,761
Millstreet Capital Management LLC$368,063,724368,063,724
Missouri Trust & Investment Co$368,055,282368,055,282
Bain Capital Credit, LP$367,855,084367,855,084
FLYNN ZITO CAPITAL MANAGEMENT, LLC$367,805,395367,805,395
11 Capital Partners LP$367,745,700367,745,700
Promethos Capital, LLC$367,723,776367,723,776
Sterling Financial Planning, Inc.$367,666,179367,666,179
FORTRESS PRIVATE LEDGER, LLC$367,638,135367,638,135
NEW WAVE WEALTH ADVISORS LLC$367,485,301367,485,301
ONE Advisory Partners, LLC$367,389,937367,389,937
Whelan Financial$367,216,631367,216,631
Storen Legacy Partners, LLC$366,804,683366,804,683
VAN STRUM & TOWNE INC.$366,790,100366,790,100
Silverleafe Capital Partners, LLC$366,778,770366,778,770
First International Bank of Israel Ltd.$366,740,624366,740,624
Impact Capital Partners LLC$366,526,242366,526,242
Waterford Advisors, LLC$366,466,175366,466,175
ACORN CAPITAL ADVISORS, LLC$366,457,132366,457,132
Concord Investment Counsel Inc.$366,359,444366,359,444