Managers

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

JTC Employer Solutions Trustee Ltd $1.25B

313 positions · as of June 30, 2026 · Gsk PLC · Alphabet Inc · Jpmorgan Chase & Co

TRUST CO OF TOLEDO NA /OH/ $1.25B

786 positions · as of September 30, 2026 · Microsoft Corp · Apple Inc · Alphabet Inc-a

WOODSTOCK CORP $1.24B

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

Blueprint Investment Partners LLC $1.24B

169 positions · as of September 30, 2026 · Schneider National Inc · Tidal Trust Ii · SPDR Series Trust

LRI Investments, LLC $1.24B

1954 positions · as of June 30, 2026 · Ares Management Corporation Cl A Com Stk · Dimensional U.s. Core Equity 2 ETF · Dimensional Us Core Equity 1 ETF

CHUBB CORP $1.24B

71 positions · as of December 31, 2015 · Tyson Foods Inc-cl A · Delta Airlines Inc Del · Kroger Co.

E20 Capital Ltd $1.24B

22 positions · as of June 30, 2026 · Intel Corp · Robinhood Mkts Inc · Stmicroelectronics N V

FISHMAN JAY A LTD/MI $1.24B

80 positions · as of September 30, 2026 · Apple Inc Com · Alphabet Inc Cap Stk Cl A · Amazon Com Inc Com

Diameter Capital Partners LP $1.24B

34 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Gold Tr · Sharonai Holdings Inc

FirstMerit Bank N A Trustee $1.24B

307 positions · as of June 30, 2016 · Ishares Russell Midcap ETF · Vanguard Ftse Developed Market · Ishares S&P 500 Growth ETF

UNITED SERVICES AUTOMOBILE ASSOCIATION $1.24B

15 positions · as of June 30, 2026 · Ishares Core U.s. Aggregate Bo · Vanguard S&P 500 ETF · Ishares Short Duration Bond Ac

PAYDEN & RYGEL INVESTMENT GROUP $1.24B

122 positions · as of June 30, 2024 · Arthur J Gallagher & Co · Jpmorgan Chase · Invesco Nasdaq 100 ETF

a16z Perennial Management, L.P. $1.24B

63 positions · as of June 30, 2026 · Coinbase Global Inc · Nu Hldgs Ltd · Samsara Inc

Continuum Advisory, LLC $1.24B

1986 positions · as of June 30, 2026 · Apple Inc Com · Capital Group Dividend Value ETF · Walmart Inc Com

SPIREPOINT PRIVATE CLIENT, LLC $1.23B

332 positions · as of June 30, 2026 · United Parcel Svcs Inc · Alphabet Inc · Apple Inc

Silicon Valley Capital Partners $1.23B

457 positions · as of June 30, 2026 · State Street SPDR S&P 500 ETF · Invesco Qqq Trust Series I · Vanguard Information Technology ETF

Rockbridge Investment Management, LCC $1.23B

146 positions · as of June 30, 2026 · Dimensional ETF Trust · Schwab Strategic Tr · SPDR Series Trust

Oxbow Advisors, LLC $1.23B

265 positions · as of June 30, 2026 · Vanguard Instl Index Fd · Ishares Gold Tr · Enterprise Prods Partners L

Sandhill Capital Partners LLC $1.23B

98 positions · as of June 30, 2026 · State Street SPDR Bloomberg 1- · Amphenol Corp New Class A · Ge Aerospace

CAPE COD FIVE CENTS SAVINGS BANK $1.23B

203 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · SPDR Series Trust

CLOUGH CAPITAL PARTNERS L P $1.23B

102 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Nvidia Corporation

Svennilson Peter $1.23B

7 positions · as of September 30, 2020 · Ngm Biopharmaceuticals Inc · Revolution Medicines Inc · Nurix Therapeutics Inc

ZAZOVE ASSOCIATES LLC $1.22B

151 positions · as of June 30, 2026 · Tetra Tech Inc New · Parsons Corp Del · Southern Co

West Virginia University Foundation, Inc $1.22B

6 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Vanguard Intl Equity Index F

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