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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 2026-10-10 05:20:40 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Kuhn & Co Investment Counsel$173,043,976173,043,976
Teton Advisors, LLC$173,014,279173,014,279
Concorde Asset Management, LLC$172,840,551172,840,551
Archvest Wealth Advisors, Inc.$172,823,662172,823,662
Hopwood Financial Services, Inc.$172,672,127172,672,127
Grantvest Financial Group LLC$172,589,145172,589,145
DeLarme Wealth Management, Inc.$172,459,014172,459,014
DOHENY ASSET MANAGEMENT /CA$172,430,000172,430,000
Fundamenta Capital S.A.$172,427,985172,427,985
SANDERS MORRIS HARRIS LLC$172,412,314172,412,314
Investidor Profissional Gestao de Recursos Ltda.$172,345,552172,345,552
Pacific Park Financial, Inc.$172,274,160172,274,160
Innovative Wealth Building LLC$172,132,081172,132,081
Aspire Growth Partners LLC$172,128,057172,128,057
Networth Advisors, LLC$172,108,141172,108,141
Coastwise Capital Group, LLC$172,019,131172,019,131
Paladin Wealth, LLC$171,942,015171,942,015
Stonekeep Investments, LLC$171,813,000171,813,000
Gambit Capital Management, LLC$171,798,589171,798,589
Graphene Investments SAS$171,755,798171,755,798
Collaborative Fund Advisors, LLC$171,755,048171,755,048
Shade Tree Advisors LLC$171,708,907171,708,907
NORTHLAND SECURITIES, INC.$171,677,367171,677,367
Welch Financial Planning, LLC$171,624,603171,624,603
BRIAN LOW FINANCIAL GROUP, LLC$171,429,376171,429,376
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$171,389,622171,389,622
Lifetime Wealth Management P.C.$171,314,803171,314,803
Pingora Partners LLC$171,269,239171,269,239
Del-Sette Capital Management, LLC$171,255,619171,255,619
Fidato Wealth LLC$171,117,050171,117,050
CFC Planning Co LLC$171,019,318171,019,318
Guided Capital Wealth Management, LLC$171,014,719171,014,719
Alexis Investment Partners, LLC$170,986,883170,986,883
Longview Financial Advisors, Inc.$170,978,376170,978,376
Ridgeline Wealth, LLC$170,946,786170,946,786
FIG FINANCIAL ADVISORY SERVICES INC /ADV$170,778,976170,778,976
Strategic Value Partners, LLC$170,752,788170,752,788
Invariant Investment Management$170,570,841170,570,841
CATHY PARETO & ASSOCIATES, INC$170,565,425170,565,425
Wilson & Boucher Capital Management, LLC$170,398,696170,398,696
Banco de Sabadell, S.A$170,387,000170,387,000
Pfizer Inc$170,365,906170,365,906
NDWM LLC$170,210,669170,210,669
WPG Advisers, LLC$170,143,001170,143,001
EVOLUTION WEALTH MANAGEMENT INC.$170,085,359170,085,359
HarbourVest Partners LLC$170,046,137170,046,137
Gordian Advisors LLC$170,024,280170,024,280
OEP CAPITAL ADVISORS, L.P.$169,978,313169,978,313
Chatterton & Associates Inc.$169,905,552169,905,552
Aspetuck Financial Management LLC$169,859,479169,859,479
Jackson Wealth Management, LLC$169,855,000169,855,000
Park Capital Management, LLC / WI$169,851,427169,851,427
Providence Wealth Advisors, LLC$169,753,394169,753,394
Nicholson Wealth Management Group, LLC$169,742,292169,742,292
Community Bank of Raymore$169,725,950169,725,950
Christian Investment Advisors, Inc.$169,657,232169,657,232
Nautilus Advisors LLC$169,630,450169,630,450
Collar Capital Management, LLC$169,614,149169,614,149
Arsenal Capital Advisors LLC$169,472,658169,472,658
RiverTree Advisors, LLC$169,337,424169,337,424
ELLERSON GROUP INC /ADV$169,293,569169,293,569
Hoffman, Alan N Investment Management$169,281,885169,281,885
Tailwinds Wealth, LLC$169,277,049169,277,049
Palacios Wealth Management, LLC$169,234,258169,234,258
J Digital 6 LLC$169,088,312169,088,312
Foundation Wealth Management, LLC$169,083,469169,083,469
Davis Capital Management$168,934,079168,934,079
Daniel Investment Group, Inc.$168,902,482168,902,482
Fairbanks Capital Management, Inc.$168,890,446168,890,446
Marshall & Sterling Wealth Advisors Inc.$168,877,158168,877,158
Processus Wealth & Capital Management, LLC$168,804,457168,804,457
Somnio Financial Group, LLC$168,791,643168,791,643
NORTH DALLAS BANK & TRUST CO$168,694,981168,694,981
Granite Group Advisors, LLC$168,671,790168,671,790
Athena Investment Management$168,671,649168,671,649
Bravias Capital Group, LLC$168,487,500168,487,500
Sunrise Financial Services, LLC$168,328,131168,328,131
EIGHT 31 FINANCIAL, LLC$168,195,049168,195,049
KG Capital Management$168,087,576168,087,576
CBM Financial, LLC$168,070,484168,070,484
SENTRY INVESTMENT MANAGEMENT LLC$167,962,000167,962,000
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$167,929,891167,929,891
Valpey Financial Services, LLC$167,919,591167,919,591
Karl Kapital LLC$167,913,421167,913,421
Runnymede Capital Advisors, Inc.$167,861,546167,861,546
Sarver Vrooman Wealth Advisors$167,772,694167,772,694
Income Insurance Ltd$167,763,919167,763,919
PINCUS CAPITAL MANAGEMENT, LP$167,714,165167,714,165
Evansbrook LLC$167,652,612167,652,612
Boxwood Ventures, Inc.$167,526,419167,526,419
General Equity Holdings LP$167,491,497167,491,497
Index Venture Growth Associates IV Ltd$167,450,682167,450,682
MFA Wealth Services$167,437,000167,437,000
Fairscale Capital, LLC$167,426,419167,426,419
Eddie Patel Inc$167,326,092167,326,092
Genesis Wealth Advisors, LLC$167,276,859167,276,859
THOMPSON DAVIS & CO., INC.$167,243,029167,243,029
Lummis Asset Management, LP$167,196,234167,196,234
GEN Financial Management, INC.$167,135,048167,135,048
AMARA FINANCIAL, LLC.$167,113,360167,113,360