Managers

Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.

Altium Wealth Management LLC $1.39B

374 positions · as of June 30, 2022 · Ishares Tr · Vanguard Index Fds · Ishares Inc

COWEN INC. $1.39B

445 positions · as of June 30, 2019 · Red Hat Inc · Mellanox Technologies Ltd · Tableau Software Inc

KWMG, LLC $1.39B

155 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr

AltraVue Capital, LLC $1.39B

26 positions · as of June 30, 2026 · Stonex Group Inc · Vse Corp · Triumph Financial Inc

FIRST FINANCIAL BANK - TRUST DIVISION $1.39B

205 positions · as of September 30, 2026 · Ishares · Jp Morgan · S&P 500 Depositary Receipts

Telemark Asset Management, LLC $1.38B

57 positions · as of June 30, 2026 · Nvidia Corporation · Cameco Corp · Heico Corp New

Rakuten Group, Inc. $1.38B

5 positions · as of June 30, 2026 · Ast Spacemobile Inc · Ishares Bitcoin Trust ETF · Ishares Ethereum Trust ETF

Dundas Partners LLP $1.38B

31 positions · as of June 30, 2026 · Applied Materials Inc · Taiwan Semiconductor Sp ADR · Alphabet Inc Cl C

Teewinot Capital Advisers, L.L.C. $1.38B

31 positions · as of June 30, 2026 · Eli Lilly & Co · Alphabet Inc · Amazon Com Inc

Scion Asset Management, LLC $1.38B

8 positions · as of September 30, 2025 · Palantir Technologies Inc · Nvidia Corporation · Pfizer Inc

Bank of Finland $1.38B

4 positions · as of September 30, 2026 · Ishares Tr · Dbx ETF Tr

Crewe Advisors LLC $1.38B

1135 positions · as of June 30, 2026 · Ishares Tr · Pacs Group Inc · Vanguard World Fd

Diversified Portfolios, Inc. $1.38B

201 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · Vanguard Index Fds

Advyzon Investment Management, LLC $1.38B

754 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Fidelity Covington Trust

Frontier Wealth Management LLC $1.38B

391 positions · as of June 30, 2022 · Ishares Tr · SPDR Ser Tr · Schwab Strategic Tr

ARS Wealth Advisors Group, LLC $1.37B

218 positions · as of September 30, 2026 · T Rowe Price Exchange-traded · SPDR Series Trust · Ishares Tr

DT Investment Partners, LLC $1.37B

508 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Vanguard Tax-managed Fds

O'Connor Alternative Investments LLC $1.37B

156 positions · as of June 30, 2026 · Chart Inds · Topbuild C · Alphabet I

PRELUDE CAPITAL MANAGEMENT, LLC $1.37B

1213 positions · as of June 30, 2026 · Warner Bros Discovery Inc · Brighthouse Finl Inc · Chart Inds Inc

W.G. Shaheen & Associates DBA Whitney & Co $1.37B

179 positions · as of June 30, 2026 · Apple Inc · Alphabet Inc · Ishares Tr

AE INDUSTRIAL PARTNERS, LP $1.37B

4 positions · as of June 30, 2026 · Firefly · York · Cognizant

Litman Gregory Wealth Management LLC $1.37B

357 positions · as of December 31, 2025 · Ishares Tr · Vanguard Index Fds · Vanguard Tax-managed Fds

Fort Baker Capital Management LP $1.37B

121 positions · as of June 30, 2026 · Warner Bros Discovery Inc · Norfolk Southn Corp · Electronic Arts Inc

FERNBRIDGE CAPITAL MANAGEMENT LP $1.37B

16 positions · as of June 30, 2026 · Salesforce Inc · Visa Inc · Ptc Inc

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