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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 2026-10-09 21:25:59 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
MACROVIEW INVESTMENT MANAGEMENT LLC$162,007,520162,007,520
TME FINANCIAL, INC.$161,955,797161,955,797
Tiptree Advisors, LLC$161,802,722161,802,722
PMG Wealth Management, Inc.$161,708,335161,708,335
Randall & Associates Wealth Management$161,679,030161,679,030
Chancellor Financial Group WB LP$161,532,074161,532,074
1620 INVESTMENT ADVISORS, INC.$161,454,361161,454,361
Pinnacle Wealth Management, LLC$161,452,156161,452,156
Buckley Capital Advisors, LLC$161,429,622161,429,622
White & Co Financial Planning Inc$161,423,505161,423,505
Navigate Wealth Management, LLC$161,400,949161,400,949
Mendota Financial Group, LLC$161,362,659161,362,659
Laurore Ltd$161,332,628161,332,628
LM Asset Management Inc.$161,304,236161,304,236
Aureum Wealth Management, LLC$161,289,667161,289,667
GreatBanc Trust CO$161,247,540161,247,540
Bosman Wealth Management, LLC$161,182,312161,182,312
Merkkuri Wealth Advisors LLC$161,182,190161,182,190
Murphy & Mullick Capital Management Corp$161,169,926161,169,926
BURR FINANCIAL SERVICES, LLC$161,161,051161,161,051
Lighthouse Wealth Management Inc.$161,048,241161,048,241
Savoir Faire Capital Management, L.P.$161,027,020161,027,020
Summer Road LLC$161,014,282161,014,282
Mascagni Wealth Management, Inc.$160,968,085160,968,085
MidAtlantic Capital Management, Inc.$160,921,550160,921,550
Arlington Capital Management, Inc.$160,790,226160,790,226
STEINBERG ASSET MANAGEMENT LLC$160,739,572160,739,572
Exchange Bank$160,631,512160,631,512
Mountain Lake Investment Management LLC$160,572,354160,572,354
Philadelphia Investment Partners, LLC$160,562,491160,562,491
Arthedge Capital Management, LLC$160,556,205160,556,205
Avant Financial Advisors LLC$160,551,454160,551,454
Future Financial Wealth Managment LLC$160,440,600160,440,600
Palouse Capital Management, Inc.$160,382,588160,382,588
COREPATH WEALTH PARTNERS LLC$160,327,126160,327,126
Planning Strategies Inc.$160,326,179160,326,179
Balanced Rock Investment Advisors LLC$160,321,056160,321,056
Gibson Wealth Advisors LLC$160,303,719160,303,719
HFG Advisors, Inc.$160,274,688160,274,688
SLT Holdings LLC$160,217,448160,217,448
STOLZ & ASSOCIATES, PS$160,200,222160,200,222
CHARTIST INC /CA/$160,199,451160,199,451
EMORY UNIVERSITY$160,086,067160,086,067
Wallace Hart LLC$160,040,819160,040,819
Cogent Private Wealth, Inc.$160,022,170160,022,170
Nvest Wealth Strategies, Inc.$159,999,797159,999,797
Sellaronda Global Management LP$159,973,616159,973,616
Gladwyn Financial Advisors, Inc.$159,901,920159,901,920
waypoint wealth counsel$159,844,735159,844,735
BAM Wealth Management, LLC$159,832,541159,832,541
Systrade AG$159,745,325159,745,325
WILLNER & HELLER, LLC$159,713,407159,713,407
AMG Asset Management Group, Inc.$159,677,563159,677,563
LDIC Inc.$159,673,941159,673,941
Aubrey Capital Management Ltd$159,623,483159,623,483
Avant Capital LLC$159,622,128159,622,128
Kagan Cocozza Asset Management$159,574,666159,574,666
Papamarkou Wellner Asset Management inc.$159,414,545159,414,545
Sagace Wealth Management LLC$159,406,049159,406,049
Clark & Stuart, Inc$159,383,324159,383,324
Center for Wealth Management Advisory$159,303,135159,303,135
Round Hill Asset Management$159,254,880159,254,880
Constant Guidance Financial LLC$159,199,882159,199,882
Argosy-Lionbridge Management, LLC$159,137,408159,137,408
46 Peaks LLC$159,028,109159,028,109
Opulen Financial Group LLC$158,989,045158,989,045
SpringVest Wealth Management LLC$158,988,587158,988,587
JOSH ARNOLD INVESTMENT CONSULTANT, LLC$158,981,401158,981,401
MARVIN & PALMER ASSOCIATES INC$158,962,506158,962,506
Morrissey Wealth Management, LLC$158,958,186158,958,186
JACOBS ASSET MANAGEMENT, LLC$158,955,148158,955,148
JP Wealth Management, Inc.$158,864,073158,864,073
Comprehensive Money Management Services LLC$158,854,541158,854,541
Lakeside Advisors, INC.$158,839,567158,839,567
Stanich Group LLC$158,822,825158,822,825
Swisher Financial Concepts, Inc.$158,761,162158,761,162
Blue Water Life Science Advisors, LP$158,751,868158,751,868
Argyle Capital Partners, LLC$158,729,043158,729,043
Cooksen Wealth, LLC$158,684,326158,684,326
AGMAN CAPITAL LLC$158,636,290158,636,290
Overlook Investments LP$158,519,806158,519,806
Oppenheimer & Close, LLC$158,501,081158,501,081
AGH Wealth Advisors, LLC$158,475,668158,475,668
Bank & Trust Co$158,432,900158,432,900
Virtus Fixed Income Advisers, LLC$158,394,901158,394,901
Collaborative Capital Advisors LLC$158,392,922158,392,922
Seek First Inc.$158,392,561158,392,561
Flagship Capital Management Inc.$158,388,037158,388,037
SUPERSTRING CAPITAL MANAGEMENT LP$158,379,902158,379,902
Schwallier Wealth Management LLC$158,324,277158,324,277
Minerva Advisors LLC$158,277,236158,277,236
Brightwater Advisory LLC$158,260,883158,260,883
Kopion Asset Management, LLC$158,214,978158,214,978
Kastel Capital Advisors, LLC$158,122,291158,122,291
Seed Wealth Management, Inc.$157,993,764157,993,764
Ridgeline Wealth Planning, LLC$157,782,527157,782,527
Centerpoint Advisory Group$157,707,991157,707,991
Town Capital LLC$157,676,843157,676,843
Aurora Private Wealth, Inc.$157,578,000157,578,000
Lepercq De Neuflize Asset Management LLC$157,528,431157,528,431