Managers

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

CGN Advisors LLC $1.29B

297 positions · as of September 30, 2026 · SPDR Series Trust · J P Morgan Exchange Traded F · American Centy ETF Tr

PILLAR PACIFIC CAPITAL MANAGEMENT LLC $1.29B

308 positions · as of March 31, 2021 · Apple Inc · Microsoft Corp · Amazon.com Inc

Wescott Financial Advisory Group, LLC $1.29B

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

Charter Oak Capital Management, LLC $1.29B

208 positions · as of March 31, 2026 · Ishares Tr · Vanguard Star Fds · Vanguard Index Fds

State of Wyoming $1.29B

1691 positions · as of September 30, 2026 · SPDR Series Trust · State Str SPDR S&P 500 ETF T · Ishares Tr

CARDIFF PARK ADVISORS, LLC $1.29B

354 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Meta Platforms Inc

Hilltop Holdings Inc. $1.29B

675 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Caterpillar Inc

Man Investments Ltd $1.29B

726 positions · as of June 30, 2014 · Ishares · Vanguard Index Fds · Vanguard Intl Equity Index F

Sadoff Investment Management LLC $1.28B

86 positions · as of September 30, 2022 · Mckesson Corp · T-mobile Us Inc · Motorola Solutions Inc

DFPG INVESTMENTS, LLC $1.28B

621 positions · as of December 31, 2023 · Ishares Tr · SPDR Ser Tr · Apple Inc

Stack Financial Management, Inc $1.28B

54 positions · as of June 30, 2026 · Walmart Inc · Proshares Tr · Microsoft Corp

First Business Financial Services, Inc. $1.28B

207 positions · as of September 30, 2026 · Vanguard Total Stock Market Et · Ishares Core Msci Eafe ETF · Ishares Russell 1000 Growth Et

SPC Financial, Inc. $1.28B

278 positions · as of September 30, 2025 · Ishares Tr · Invesco Exchange Traded Fd T · Wisdomtree Tr

MCDANIEL TERRY & CO $1.28B

81 positions · as of June 30, 2026 · Taiwan Semiconductor · Microsoft · Apple

Ursa Fund Management, LLC $1.28B

38 positions · as of June 30, 2026 · Microsoft Corp · Micron Technology Inc · Tesla Inc

Executive Wealth Management, LLC $1.28B

255 positions · as of December 31, 2024 · Ishares Tr · Vanguard Scottsdale Fds · SPDR Ser Tr

IBEX WEALTH ADVISORS $1.28B

209 positions · as of June 30, 2026 · Nvidia Corp · Micron Technology · Broadcom Inc

Fiduciary Group, LLC $1.27B

305 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Alphabet Inc

PRIVATE TRUST CO NA $1.27B

2780 positions · as of September 30, 2026 · Apple Inc. · Microsoft Corp. · Nvidia Corp

Ledyard National Bank $1.27B

247 positions · as of September 30, 2026 · Ishares Core Dividend Growth ETF · Ishares Core S&P 500 ETF · Apple Inc

KLCM Advisors, Inc. $1.27B

299 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Ati Inc

Country Club Trust Company, n.a. $1.27B

288 positions · as of December 31, 2021 · Ishares Tr · Vanguard Index Fds · Microsoft Corp

Capricorn Fund Managers Ltd $1.27B

178 positions · as of June 30, 2026 · Lpl Financial Holdings · Kkr & Co · Bp PLC

Alaska Permanent Fund Corp $1.27B

8 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Ishares Gold Trust Micro

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