Managers

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

ICICI Prudential Asset Management Co Ltd $913M

157 positions · as of June 30, 2026 · Dbx ETF Tr · Cognizant Technology Solutio · Nvidia Corporation

PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC $913M

112 positions · as of September 30, 2017 · Nxp Semiconductors N V · Select Sector SPDR Tr · Ishares Tr

Pitcairn Wealth Advisors LLC $913M

281 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vaneck Merk Gold ETF

Wallace Capital Management Inc. $912M

77 positions · as of June 30, 2026 · Graham Hldgs Co · White Mtns Ins Group Ltd · Berkshire Hathaway Inc Del

JT Stratford LLC $912M

321 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Qqq Tr

Nelson Capital Management, LLC $912M

120 positions · as of June 30, 2026 · Nvidia Corporation · Select Sector SPDR Tr · Ishares Tr

Permian Investment Partners, LP $911M

13 positions · as of June 30, 2026 · Tic Solutions Inc · Grifols S A · Millrose Pptys Inc

Bard Financial Services, Inc. $911M

212 positions · as of September 30, 2025 · Apple Inc Com · Microsoft Corp Com · Walmart Inc Com

Diversified, LLC $911M

229 positions · as of September 30, 2024 · Schwab Strategic Tr · Ishares Tr · Select Sector SPDR Tr

WEALTHCARE CAPITAL MANAGEMENT LLC $911M

99 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Ea Series Trust

Ion Asset Management Ltd. $911M

63 positions · as of September 30, 2025 · Teva Pharmaceutical Inds Ltd · Invesco Qqq Tr · Delek Us Hldgs Inc New

Pacific Life Fund Advisors LLC $910M

27 positions · as of June 30, 2026 · Ishares Tr · American Centy ETF Tr · SPDR Series Trust

VALLEY NATIONAL ADVISERS INC $909M

1715 positions · as of September 30, 2026 · Schwab Strategic Tr · Fidelity Covington Trust · Vanguard Index Fds

Teamwork Financial Advisors, LLC $908M

182 positions · as of September 30, 2026 · Amazon Com Inc · Apple Inc · Victory Portfolios Ii

LAKE STREET PRIVATE WEALTH, LLC $908M

279 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Apple Inc

Oak Root LLC $907M

10 positions · as of September 30, 2026 · American Centy ETF Tr · Vanguard Index Fds · Ishares Tr

Tennessee Valley Asset Management Partners $907M

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

Strategic Wealth Partners Group, LLC $906M

70 positions · as of March 31, 2024 · Rus 1000 Grw ETF · Us Eqty Pwr Buf · S&P 500 Val ETF

Manchester Global Management (UK) Ltd $906M

23 positions · as of June 30, 2026 · Amazon Com Inc · Snowflake Inc · Alphabet Inc

One Wealth Advisors, LLC $906M

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

Philip James Wealth Mangement, LLC $906M

147 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Exxonmobil Holdings Corp · Occidental Pete Corp

Pathway Financial Advisors LLC $905M

128 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Goldman Sachs ETF Tr

CRA Financial Services, LLC $904M

329 positions · as of September 30, 2026 · Schwab Strategic Tr · Innovator Etfs Trust · Apple Inc

Constellation Wealth Advisors, LLC $903M

82 positions · as of September 30, 2015 · SPDR S&P 500 ETF Tr · Ishares Tr · Wisdomtree Tr

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