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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 2026-10-11 10:47:18 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
SAGE PRIVATE WEALTH GROUP, LLC$222,416,008222,416,008
Ategra Capital Management, LLC$222,318,991222,318,991
Mirabaud Asset Management (France) SAS$222,304,970222,304,970
Whalen Wealth Management Inc.$222,231,524222,231,524
BankPlus Wealth Management LLC$222,215,345222,215,345
Mendel Capital Management LLC$222,206,278222,206,278
Coign Capital Advisors LLC$222,182,626222,182,626
PTM WEALTH MANAGEMENT, LLC$222,090,331222,090,331
17 CAPITAL PARTNERS, LLC$221,927,151221,927,151
Sylvest Advisors, LLC$221,831,643221,831,643
Lionhunter Capital Management, LLC$221,787,488221,787,488
Hyperion Capital Advisors LP$221,748,674221,748,674
Ampersand Capital Group, L.P.$221,684,377221,684,377
FIRST COMMUNITY TRUST NA$221,418,914221,418,914
Monolith Management Ltd$221,369,377221,369,377
AMERICAN FINANCIAL & TAX STRATEGIES INC$221,347,162221,347,162
MWA Asset Management$221,265,882221,265,882
WIMMER ASSOCIATES 1, LLC$221,216,824221,216,824
Estate Planners Group, LLC$221,132,441221,132,441
Ausbil Investment Management Ltd$221,019,294221,019,294
Ryan Investment Management, Inc.$220,913,433220,913,433
Ameraudi Asset Management, Inc.$220,775,483220,775,483
R2 Capital Strategies, LLC$220,748,766220,748,766
EJMK Ventures LLC$220,308,624220,308,624
Citadel Investment Advisory, Inc.$220,258,000220,258,000
Prospect Capital Advisors, LLC$220,245,828220,245,828
Metatron Capital SICAV plc - Metatron Long Term Equity Fund$220,207,665220,207,665
DEEPWATER ASSET MANAGEMENT, LLC$220,205,754220,205,754
Yardley Wealth Management LLC$220,120,165220,120,165
One Wealth Map LLC$220,082,182220,082,182
Lake Hills Wealth Management, LLC$220,035,389220,035,389
W ADVISORS, LLC$219,920,636219,920,636
Infusive Asset Management Inc.$219,828,187219,828,187
Solano Wealth Investment Advisors LLC$219,751,148219,751,148
Exit Wealth Advisors, LLC.$219,618,733219,618,733
Boomfish Wealth Group, LLC$219,531,506219,531,506
Orion Resource Partners LP$219,436,446219,436,446
PRIMORIS WEALTH ADVISORS, LLC$219,270,247219,270,247
CORNERSTONE ENTERPRISES, LLC$219,238,711219,238,711
William Marsh Rice University$219,203,962219,203,962
CANERECTOR INC$219,175,751219,175,751
Horizon Family Wealth, Inc.$219,097,633219,097,633
Bull Street Advisors, LLC$219,020,000219,020,000
Values First Advisors, Inc.$218,959,211218,959,211
Pacific Point Advisors, LLC$218,954,051218,954,051
Comprehensive Wealth Management, LLC$218,880,544218,880,544
RiverPark Advisors, LLC$218,849,008218,849,008
Sunbeam Capital Management, LLC$218,791,934218,791,934
Horrell Capital Management, Inc.$218,769,299218,769,299
7G CAPITAL MANAGEMENT, LLC$218,595,965218,595,965
LifeGoal Investments, LLC$218,476,125218,476,125
PERRY CREEK CAPITAL LP$218,442,480218,442,480
MPWM ADVISORY SOLUTIONS, LLC$218,390,704218,390,704
Lantern Wealth Advisors, LLC$218,386,066218,386,066
Tiger Pacific Capital LP$218,280,674218,280,674
Saxony Capital Management, LLC$218,228,248218,228,248
OxenFree Capital LLC$218,152,536218,152,536
Main Line Retirement Advisors, LLC$218,087,367218,087,367
FSA Advisors, Inc.$218,071,011218,071,011
RiverGlades Family Offices LLC$217,969,090217,969,090
Galilei Investment Office LLP$217,937,921217,937,921
Juniper Capital Advisors, L.P.$217,905,755217,905,755
Financial Freedom, LLC$217,874,053217,874,053
COOPER INVESTORS PTY LTD$217,826,956217,826,956
Signature Equity Partners, LLC$217,809,015217,809,015
DEFINE FINANCIAL, LLC$217,792,302217,792,302
Carson Advisory Inc.$217,739,770217,739,770
XXI WEALTH, LLC$217,679,891217,679,891
LEGACY CAPITAL WEALTH MANAGEMENT, LLC$217,663,274217,663,274
Turas Capital Management LP$217,657,694217,657,694
RPD Fund Management LLC$217,610,687217,610,687
WOLFF WIESE MAGANA LLC$217,451,979217,451,979
Pearl Planning LLC$217,422,693217,422,693
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$217,408,025217,408,025
NEXTBio Capital Management LP$217,397,102217,397,102
Carolina Wealth Management Inc$217,377,796217,377,796
CORRADO ADVISORS, LLC$217,263,452217,263,452
ENGLISH CAPITAL MANAGEMENT LLC$217,233,492217,233,492
DELTA CAPITAL MANAGEMENT LLC$217,159,000217,159,000
Envision Financial LLC$217,094,160217,094,160
OmniStar Financial Group, Inc.$217,049,030217,049,030
Essential Partners LLC$217,026,533217,026,533
Jones Kertz & Associates, Inc.$216,916,865216,916,865
Guardian Asset Advisors, LLC$216,870,086216,870,086
BELLEVUE ASSET MANAGEMENT, LLC$216,736,787216,736,787
Chou Associates Management Inc.$216,591,903216,591,903
Friedenthal Financial$216,587,010216,587,010
SECURITY NATIONAL BANK OF SO DAK$216,577,643216,577,643
Ballast Rock Private Wealth LLC$216,532,435216,532,435
Tenzing Global Management, LLC$216,459,700216,459,700
OMNI 360 Wealth, Inc.$216,438,304216,438,304
Enstar Group LTD$216,354,435216,354,435
ISLAY CAPITAL MANAGEMENT, LLC$216,280,844216,280,844
Barnes Wealth Management Group, Inc$216,238,077216,238,077
SWP FINANCIAL LLC$216,222,967216,222,967
Paragon Capital Management LLC$216,081,674216,081,674
GuidedMoney, LLC$216,038,972216,038,972
Pullen Investment Management, LLC$216,019,359216,019,359
Brendel Financial Advisors LLC$215,979,748215,979,748
Chokshi & Queen Wealth Advisors, Inc$215,933,331215,933,331