Managers

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

TD Capital Management LLC $1.22B

797 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Pimco ETF Tr

Kirkoswald Asset Management LLC $1.22B

8 positions · as of June 30, 2026 · Amazon Com Inc · Ishares Tr · Vaneck ETF Trust

Numerai GP LLC $1.22B

710 positions · as of June 30, 2026 · Ametek Inc · Bank Ozk Little Rock Ark · Wabtec

Euro Pacific Asset Management, LLC $1.22B

108 positions · as of September 30, 2026 · Agnico Eagle Mines Ltd · Barrick Mng Corp · Franco Nev Corp

Spartan Wealth Advisory Services LLC $1.22B

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

Majedie Asset Management Ltd $1.22B

85 positions · as of March 31, 2022 · Newmont Corp · Equifax Inc · Microsoft Corp

Sargent Bickham Lagudis LLC $1.22B

1053 positions · as of December 31, 2022 · Ishares Tr · Vanguard Index Fds · SPDR S&P 500 ETF Tr

Financial Synergies Wealth Advisors, Inc. $1.22B

120 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

ONCE CAPITAL MANAGEMENT, LLC $1.22B

24 positions · as of June 30, 2026 · Nvidia Corporation · Advanced Micro Devices Inc · Ast Spacemobile Inc

MCDONALD CAPITAL INVESTORS INC/CA $1.22B

20 positions · as of September 30, 2026 · Progressive Corp · Regeneron Pharmaceuticals · Berkshire Hathaway Inc Del

MONOGRAPH WEALTH ADVISORS, LLC $1.22B

143 positions · as of June 30, 2026 · Dfa Us Core Equity 2 ETF · Dfa World Ex Us Core Equity 2 ETF · Dfa Us Marketwide Value ETF

SAMSARA BIOCAPITAL, LLC $1.22B

24 positions · as of June 30, 2026 · Scholar Rock Hldg Corp · Alumis Inc · Mineralys Therapeutics Inc

Shepherd Financial Partners LLC $1.22B

256 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Blackrock ETF Trust

THAMES CAPITAL MANAGEMENT LLC $1.22B

56 positions · as of June 30, 2026 · State Str Corp · Ge Aerospace · Micron Technology Inc

Ophir Asset Management Pty Ltd $1.22B

36 positions · as of June 30, 2026 · Marex Group PLC · Standex International Corp · V2x Inc

First Nebraska Trust Co $1.22B

235 positions · as of September 30, 2026 · Sysco Corporation · Apple Inc · Alphabet Inc Cl A

Curated Wealth Partners LLC $1.22B

567 positions · as of September 30, 2026 · Apollo Global Mgmt Inc · Ares Management Corporation · Vanguard Index Fds

E-L Financial Corp Ltd $1.21B

1 positions · as of June 30, 2026 · Vanguard Index Fds

Schechter Investment Advisors, LLC $1.21B

636 positions · as of March 31, 2025 · Eldridge Bbb-b Clo ETF · Vanguard Value ETF · Ares Acquisition Corp Ii Shs Class A

MATRIX ASSET ADVISORS INC/NY $1.21B

100 positions · as of September 30, 2026 · Microsoft Corp · Ea Series Trust · Apple Inc

GODSEY & GIBB, INC $1.21B

611 positions · as of September 30, 2026 · Apple Inc · Broadcom Inc · Microsoft Corp

Petersen Hastings Wealth Advisors Inc. $1.21B

87 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

TELEMUS CAPITAL, LLC $1.21B

326 positions · as of December 31, 2023 · Ishares Tr · Apple Inc · Copart Inc

SG Capital Management LLC $1.21B

80 positions · as of June 30, 2026 · Zebra Technologies Corporati · Esab Corporation · Api Group Corp

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