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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 2026-10-07 14:56:04 UTC. Equal scores are ordered by SEC CIK or security ID.

FilerReported 13F valueScore
Virginia Estate & Retirement Planning Advisors Inc.$83,043,87783,043,877
STONEBRIDGE ADVISORS LLC$83,036,32183,036,321
Hauser Brothers GmbH$83,035,98583,035,985
John W. Brooker & Co., CPAs$82,766,96382,766,963
PCB Capital LLC$82,134,72782,134,727
BRX Global LP$81,927,26681,927,266
MQS Management LLC$81,880,70381,880,703
NEW VERNON INVESTMENT MANAGEMENT LLC$81,656,11781,656,117
Lotus Technology Management, LP$81,494,58181,494,581
Rithm Capital Corp.$81,417,96281,417,962
Charis Legacy Partners, LLC$81,328,21781,328,217
ROBERT WOOD JOHNSON FOUNDATION$81,044,11681,044,116
Ridgeback Capital Investments L.P.$80,928,96280,928,962
ProCore Advisors, LLC$80,705,99380,705,993
Avory & Company, LLC$80,032,44580,032,445
Capital Advisor Network LLC$79,904,07479,904,074
General Motors Holdings LLC$79,801,29379,801,293
WestBridge Capital Management, LLC$79,509,39979,509,399
Angel Oak Capital Advisors, LLC$79,272,63979,272,639
Carnegie Mellon University$78,931,36778,931,367
LITTLEJOHN & CO LLC$78,592,21278,592,212
Data Collective IV GP, LLC$78,552,27078,552,270
STEEL PARTNERS HOLDINGS L.P.$77,993,56377,993,563
Oceanic Investment Management LTD$77,930,84477,930,844
Global Media & Entertainment Investments Ltd$77,820,60077,820,600
KIZE CAPITAL LP$77,751,37277,751,372
CAPITAL MANAGEMENT ASSOCIATES /NY/$77,715,06577,715,065
WMS Group LLC$77,536,31177,536,311
Solutions 4 Wealth, Ltd$77,473,29677,473,296
VCU Investment Management Co$77,127,08877,127,088
Bayhunt Capital LLC$77,096,49377,096,493
PURSUIT WEALTH STRATEGIES, LLC$76,903,62476,903,624
McGrath & Associates, Inc.$76,762,81876,762,818
MSD Partners, L.P.$76,761,55676,761,556
QVIDTVM Management LLC$76,602,21876,602,218
STAPP WEALTH MANAGEMENT, PLLC$76,525,93776,525,937
SQUARE PEG CAPITAL PTY LTD$76,210,27876,210,278
Summit Rock Advisors, LP$76,145,03076,145,030
Winning Points Advisors, LLC$75,869,61675,869,616
Hestia Capital Management, LLC$75,503,34075,503,340
Regents Gate Capital LLP$75,147,90175,147,901
Viola Growth Management Fund 2 Ltd.$74,899,08974,899,089
Stronghold Wealth Management L.L.C.$74,709,50374,709,503
ION Crossover Partners Ltd$74,672,37074,672,370
Mosaic Advisors LLC$74,535,61474,535,614
AXON CAPITAL LP$73,661,35673,661,356
TCG Capital Management, LP$73,620,88773,620,887
IDG China Capital Fund GP III Associates Ltd.$73,480,47173,480,471
Kepos Capital LP$73,401,00073,401,000
Mowery & Schoenfeld Wealth Management, LLC$73,383,60473,383,604
Sullivan Wood Capital Management LLC$73,027,74273,027,742
EMPOWER HARVEST MANAGEMENT SERVICES, INC.$72,838,53672,838,536
IFS Group,LLC$72,835,75272,835,752
FINANCIAL COUNSELORS INC$72,659,24172,659,241
John A. Wolfe & Associates, Inc.$72,598,08772,598,087
Navigation Wealth Management, Inc.$72,590,92272,590,922
Norwood Investment Partners, LP$72,413,65672,413,656
Myriad Asset Management US LP$72,404,00072,404,000
KDT Advisors, LLC$72,261,43172,261,431
H Capital V GP, L.P.$71,898,00071,898,000
NCP Inc.$71,870,93171,870,931
Axim Planning & Wealth$71,548,46371,548,463
13D Management LLC$71,335,11871,335,118
University of Pittsburgh - Of the Commonwealth System of Higher Education$71,316,11071,316,110
Harrison Street Private Wealth LLC$70,984,87670,984,876
Blossom Wealth Management$70,970,15370,970,153
1060 Capital, LLC$70,854,26770,854,267
QP WEALTH MANAGEMENT, LLC$70,105,93470,105,934
Flaharty Asset Management, LLC$69,867,57969,867,579
Benefit Street Partners LLC$69,643,69869,643,698
Spectrum Asset Management, Inc.$69,629,71569,629,715
Altium Investment Strategies LLC$69,443,58469,443,584
CTC Alternative Strategies, Ltd.$69,332,09169,332,091
IVY LANE CAPITAL MANAGEMENT, LLC$69,037,65069,037,650
JCSD Capital, LLC$68,618,79768,618,797
Varde Management, L.P.$68,419,31668,419,316
Children's Medical Center Corp$68,231,34468,231,344
COURAGE CAPITAL MANAGEMENT LLC$67,312,00067,312,000
Fidelis Wealth Advisors LLC$66,775,05566,775,055
PMV Capital Advisers, LLC$66,570,40866,570,408
26North Partners LP$66,537,87166,537,871
Timbuktu Capital Management, LLC$66,501,32366,501,323
Breachway Investments LLC$66,404,76366,404,763
Eagle Point Credit Management LLC$66,196,32566,196,325
Veltria Advisors Corp.$66,113,48366,113,483
LOCKERMAN FINANCIAL GROUP, INC.$65,429,80065,429,800
Owlhouse Capital LP$65,179,86765,179,867
nVerses Capital, LLC$65,038,56665,038,566
State of New Jersey Common Pension Fund E$64,895,52564,895,525
CLEAR INVESTMENT RESEARCH, LLC$64,235,99664,235,996
Fourier Capital Management Ltd$63,990,86163,990,861
NORTHWESTERN UNIVERSITY$63,334,59563,334,595
KHALL LLC$63,311,82563,311,825
LENNAR CORP /NEW/$63,168,15363,168,153
Praxis Capital Management LLC$63,096,94963,096,949
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/$62,789,00062,789,000
Bestgate Wealth Advisors, LLC$62,776,93562,776,935
PMC FIG Opportunities LLC$62,680,61162,680,611
Firsthand Capital Management, Inc.$62,562,40562,562,405
Charles Schwab Trust Bank$62,249,71162,249,711