Managers

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

Quantitative Advantage, LLC $689M

115 positions · as of March 31, 2023 · Ishares Tr · Dimensional ETF Trust · Select Sector SPDR Tr

GO ETF SOLUTIONS LLP $689M

62 positions · as of December 31, 2017 · Irobot Corp · Oceaneering Intl Inc · Ipg Photonics Corp

Arlington Value Capital, LLC $688M

16 positions · as of March 31, 2020 · Berkshire Hathaway Inc Cl B · Cimpress N V · Autonation Inc

GABELLI & Co INVESTMENT ADVISERS, INC. $688M

316 positions · as of June 30, 2026 · Electronic Arts Inc · Warner Bros Discovery Inc · Chart Industries Inc

PETTYJOHN, WOOD & WHITE, INC $687M

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

First Bank & Trust $687M

277 positions · as of September 30, 2026 · Van Ttl Stk Mkt · Vanguard Ftse Dev · Ishares Core

Marshall Financial Group, LLC $686M

311 positions · as of June 30, 2026 · SPDR Series Trust · Ssga Active Tr · Janus Detroit Str Tr

TOEWS CORP /ADV $686M

151 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Dbx ETF Tr

Camelot Capital Partners, LLC $686M

1 positions · as of June 30, 2025 · Carvana Co

San Luis Wealth Advisors LLC $685M

186 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Ea Series Trust

FOUNDERS CAPITAL MANAGEMENT, LLC $684M

81 positions · as of September 30, 2026 · Alphabet Inc · Berkshire Hathaway Inc Del · Meta Platforms Inc

Bell Investment Advisors, Inc $684M

1934 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · Goldman Sachs ETF Tr

Redpoint Investment Management Pty Ltd $684M

584 positions · as of September 30, 2022 · Microsoft Corp · Alphabet Inc · Amazon Com Inc

BURLING WEALTH PARTNERS, LLC $683M

180 positions · as of June 30, 2026 · Apple Inc Com · Amazon Com Inc Com · Nvidia Corporation Com

Asset Management Group, Inc. $683M

137 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

Patriot Wealth Management, Inc. $683M

77 positions · as of December 31, 2018 · SPDR S&P 500 ETF · Ishares Core Msci Total International Stock ETF · Ishares S&P 100 ETF

Bellecapital International Ltd. $683M

131 positions · as of September 30, 2026 · Alphabet Inc · Microsoft Corp · Apple Inc

CALTON & ASSOCIATES, INC. $683M

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

Calydon Capital $683M

277 positions · as of June 30, 2026 · Ishares S&P 500 Growth ETF · SPDR S&P 500 ETF Tr · Ishares Msci Usa Equal-weighted ETF

STERNE AGEE GROUP, INC. $681M

324 positions · as of March 31, 2015 · Ishares Tr · Ishares · Apple Inc

WILSEY ASSET MANAGEMENT INC $681M

27 positions · as of September 30, 2026 · Microsoft Corp · Jpmorgan Chase & Co · General Mtrs Co

Peak Asset Management, LLC $680M

181 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · American Centy ETF Tr · Alphabet Inc

Column Capital Advisors, LLC $680M

806 positions · as of September 30, 2023 · Vanguard S&P 500 ETF · Vanguard Total International Stock ETF · Ishares Global Infrastructure ETF

Citizens National Bank Trust Department $680M

381 positions · as of June 30, 2026 · Apple Inc · Alphabet Inc Cap Stk Cl C · Broadcom Inc

← Prev 1 … 161 162 163 … 555 Next →

Comments