Managers

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

Atomic Invest LLC $1.14B

389 positions · as of June 30, 2026 · Vti · Vanguard 0-3 Month Treasury Bill · Vanguard Star Fds

TRUSTCORE FINANCIAL SERVICES, LLC $1.14B

1042 positions · as of December 31, 2022 · Ishares Tr · SPDR S&P 500 ETF Tr · Vanguard Index Fds

YCG, LLC $1.14B

41 positions · as of June 30, 2026 · Mastercard Incorporated · Moodys Corp · Fair Isaac Corp

Private Capital Management, LLC $1.14B

202 positions · as of June 30, 2026 · Quinstreet, Inc. · Harrow, Inc. · Target Hospitality Corp.

CONNABLE OFFICE INC $1.14B

231 positions · as of June 30, 2026 · SPDR S&P 500 ETF Trust · Vanguard Ftse Developed Markets ETF · Ishares Core Msci Emerging Markets ETF

Voya Financial Advisors, Inc. $1.14B

208 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · Ishares Tr

Global Strategic Investment Solutions, LLC $1.14B

153 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · American Centy ETF Tr

Pekin Hardy Strauss, Inc. $1.14B

511 positions · as of June 30, 2026 · Sprott Asset Management LP · Ishares Inc · Simplify Exchange Traded Fun

Gryphon Financial Partners LLC $1.13B

381 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Vanguard Index Fds

Telos Capital Management, Inc. $1.13B

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

Gleason Group, Inc. $1.13B

441 positions · as of September 30, 2026 · Vanguard Index Funds S&P 500 ETF Shs New · Vanguard Morningstar Total Stock Market ETF · Vanguard Extended Market ETF

Private Ocean, LLC $1.13B

633 positions · as of June 30, 2024 · Dimensional U.s. Core Equity 2 ETF · Ishares Total Us Bond ETF · Vanguard Short-term Corporate Bond ETF

Institute for Wealth Management, LLC. $1.13B

1769 positions · as of June 30, 2026 · Nvidia Corporation · Ishares Tr · Invesco Exchange Traded Fd T

JGP Wealth Management, LLC $1.13B

242 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Kla Corp

Tairen Capital Ltd $1.13B

44 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Advanced Micro Devices Inc · Lumentum Hldgs Inc

Bensler, LLC $1.13B

198 positions · as of June 30, 2026 · SPDR Series Trust · Kla Corp · Nvidia Corporation

SENTINEL TRUST CO LBA $1.13B

136 positions · as of June 30, 2026 · Ishares Tr Core S&P Ttl Stk · Vanguard Star Fd Vg Tl Intl St · Ishares Russell 3000 ETF

Goldstein Advisors, LLC $1.13B

269 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Victory Portfolios Ii

AZZAD ASSET MANAGEMENT INC /ADV $1.13B

351 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

Inscription Capital, LLC $1.13B

791 positions · as of June 30, 2026 · Vanguard Intl Equity Index F · State Str SPDR S&P 500 ETF T · Apple Inc

Guardian Partners Inc. $1.13B

412 positions · as of September 30, 2026 · Royal Bk Cda · Toronto Dominion Bk Ont · Bank Nova Scotia B C

VR Advisory Services Ltd $1.13B

43 positions · as of June 30, 2026 · Ypf Sociedad Anonima · Grupo Aeromexico Sab De Cv · Kaspi Kz Jsc

Wedbush Fund Advisers, LLC $1.13B

103 positions · as of June 30, 2026 · Micron Technology Inc · Taiwan Semiconductor Manufac · Advanced Micro Devices Inc

Knollwood Investment Advisory, LLC $1.12B

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

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