Skip to content

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 2026-10-08 06:34:46 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Van Diest Capital, LLC$111,596,884111,596,884
RAMSEY QUANTITATIVE SYSTEMS$111,593,159111,593,159
Investment Management Trust, LLC$111,569,951111,569,951
RCW Management, LLC$111,538,347111,538,347
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$111,501,063111,501,063
Layline Advisors, LLC$111,498,011111,498,011
CHIRON CAPITAL MANAGEMENT, LLC$111,486,838111,486,838
Weaver C. Barksdale & Associates, Inc.$111,471,704111,471,704
Valued Retirements, Inc.$111,351,625111,351,625
GLP Holdings LLLP$111,316,381111,316,381
Kazazian Asset Management, LLC$111,286,452111,286,452
Fortitude Financial, LLC$111,286,091111,286,091
Putney Financial Group LLC$111,058,499111,058,499
Dalton Investments, Inc.$110,950,855110,950,855
Beryl Capital Management LLC$110,668,789110,668,789
Western Pacific Wealth Management, LP$110,600,373110,600,373
SABBY MANAGEMENT, LLC$110,521,749110,521,749
Independent Wealth Advisors LLC$110,513,723110,513,723
Ballast Financial Advisors LLC$110,460,691110,460,691
ZENITH SOLUTIONS, INC.$110,358,143110,358,143
Karras Company, Inc.$110,330,464110,330,464
FinArc Investments, Inc.$110,305,133110,305,133
Catalyst Investment Management LLC$110,221,441110,221,441
Fund Advisors of America Inc/FL$110,178,743110,178,743
Thayer Financial, L.L.C.$110,028,811110,028,811
FourWorld Capital Management LLC$109,922,426109,922,426
DECISION INVESTMENTS, INC$109,847,919109,847,919
SYCAMORE PARTNERS MANAGEMENT, L.P.$109,698,176109,698,176
American National Bank of Texas$109,579,064109,579,064
Q Fund Management (Hong Kong) Ltd$109,548,369109,548,369
Briggs Wealth Management, Inc$109,542,680109,542,680
Revelation Capital Management, LLC$109,537,163109,537,163
Seven Six Capital Management, LLC$109,517,634109,517,634
Rangeley Capital, LLC$109,455,131109,455,131
Gumshoe Capital Management LLC$109,403,129109,403,129
Amitell Capital Pte Ltd$109,347,234109,347,234
Sensenig Capital Advisors, Inc$109,252,314109,252,314
Sparta 24 Ltd.$109,000,663109,000,663
Heronetta Management, L.P.$108,933,129108,933,129
LSP Investment Advisors, LLC$108,870,422108,870,422
Samara Investment Management, LLC$108,680,926108,680,926
PMG Family Office LLC$108,501,093108,501,093
Unified Investment Management$108,479,540108,479,540
SCP Investment, LP$108,478,756108,478,756
Grange Capital, LLC$108,476,680108,476,680
Corient IA LP$108,436,572108,436,572
RED REEF ADVISORS LLC$108,428,371108,428,371
Barden Capital Management, Inc.$108,401,258108,401,258
Yanni & Associates Investment Advisors, LLC$108,372,906108,372,906
Unify Financial Advisors$108,291,353108,291,353
SPWM Advisors LLC$108,249,756108,249,756
Michelson Medical Research Foundation, Inc.$108,220,489108,220,489
Bayforest Capital Ltd$108,190,029108,190,029
Schuylkill Financial LLC$108,178,621108,178,621
Yorktown Energy Partners XI, L.P.$108,094,466108,094,466
Yu Fan$107,920,350107,920,350
Walsky Investment Management, Inc.$107,689,225107,689,225
Aspirean Wealth, LLC$107,596,202107,596,202
Retireful, LLC$107,471,924107,471,924
Marathon Partners Equity Management, LLC$107,159,128107,159,128
GAINLINE FINANCIAL PARTNERS, LLC$107,130,951107,130,951
Burkett Asset Management Ltd$106,983,340106,983,340
Fullerton Advisors, LLC$106,926,671106,926,671
Intentional Wealth Strategies, LLC$106,653,180106,653,180
Oregon Pacific Wealth Management, LLC$106,593,189106,593,189
American Wealth Advisors, LLC$106,566,698106,566,698
Ebert Capital Management Inc.$106,560,826106,560,826
CFG Wealth Management Services, Inc.$106,553,752106,553,752
October Effect Ltd$106,349,825106,349,825
Plus Group Wealth Advisors LLC$106,327,563106,327,563
Wallace Advisory Group, LLC$106,324,399106,324,399
Calder Financial LLC$106,148,847106,148,847
Expressive Wealth LLC$105,889,150105,889,150
Regatta Research & Money Management$105,747,666105,747,666
Elevated Private Wealth, LLC$105,684,114105,684,114
OneAscent Investment Solutions LLC$105,605,667105,605,667
Hyposwiss Advisors SA$105,542,401105,542,401
Board of the Pension Protection Fund$105,445,852105,445,852
Villanova Investment Management Co LLC$105,381,579105,381,579
Generations Wealth, LLC$105,317,890105,317,890
SUCCESSION FINANCIAL, INC.$105,180,549105,180,549
COGENT STRATEGIC WEALTH LLC$104,890,421104,890,421
22NW, LP$104,683,608104,683,608
IDG China Venture Capital Fund V Associates L.P.$104,641,499104,641,499
Indie Asset Partners, LLC$104,425,025104,425,025
Verdad Advisers, LP$104,410,926104,410,926
Jeter Robert S II$104,372,179104,372,179
Strategic Financial Group, LLC$104,371,509104,371,509
TOP Private Wealth LLC.$104,245,368104,245,368
AIHC Capital Management Ltd$104,244,027104,244,027
Trustees of the University of Pennsylvania$104,240,547104,240,547
Xena Financial Planning, LLC$104,236,798104,236,798
Kachkovsky & Fisher, Inc.$103,959,072103,959,072
GRITSTONE ASSET MANAGEMENT LLC$103,951,932103,951,932
MOZAYYX MANAGEMENT LLC$103,918,421103,918,421
SAPPHIRE VENTURES, L.P.$103,802,691103,802,691
Parrish Capital LLC$103,729,473103,729,473
XY Capital Ltd$103,638,524103,638,524
SaddleRock Capital Management LLC$103,623,588103,623,588
Reality Financial Planning Services, LLC$103,615,993103,615,993