Managers

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

Providence Capital Advisors, LLC $660M

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

Beck Bode, LLC $660M

108 positions · as of June 30, 2026 · Nvidia Corporation · Crowdstrike Hldgs Inc · Cardinal Health Inc

ROXBURY CAPITAL MANAGEMENT $660M

73 positions · as of March 31, 2013 · Cooper Cos Inc/the · Air Methods Corp · Maximus Inc

Zega Financial, LLC $660M

112 positions · as of September 30, 2024 · SPDR S&P 500 ETF Tr · Apple Inc · SPDR Ser Tr

Fourth Sail Capital LP $660M

26 positions · as of June 30, 2026 · Brinks Co · Dlocal Ltd · Mission Produce Inc

Essex LLC $660M

183 positions · as of September 30, 2026 · Schwab Strategic Tr · Select Sector SPDR Tr · Nebius Group N.v.

ACORNS SECURITIES, LLC $660M

8 positions · as of December 31, 2017 · Vanguard Index Fds · Ishares Tr · Vanguard Tax Managed Intl Fd

Partners in Financial Planning $660M

131 positions · as of June 30, 2026 · Vanguard Total Bond Market ETF · Vanguard Growth ETF · Vanguard Value ETF

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) $659M

35 positions · as of September 30, 2026 · Select Sector SPDR Tr · Tower Semiconductor Ltd · First Tr Exchange-traded Fd

HERNDON CAPITAL MANAGEMENT LLC $659M

198 positions · as of June 30, 2017 · S&P Global Inc · Cboe Holdings Inc · Abbvie Inc

Garrett Wealth Advisory Group, LLC $659M

149 positions · as of September 30, 2026 · Energy Transfer L P · SPDR Series Trust · Wisdomtree Tr

Pandi, LLC $658M

4 positions · as of June 30, 2026 · Vanguard Index Funds · Palmer Square Capital Bdc In

Belmont Capital, LLC $657M

167 positions · as of June 30, 2025 · Nvidia Corporation · Meta Platforms Inc · Apple Inc

Clear Trail Advisors, LLC $657M

159 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Capital Grp Fixed Incm ETF T · Exxon Mobil Corp

Ritter Daniher Financial Advisory LLC / DE $657M

602 positions · as of June 30, 2026 · Ishares Tr · Pimco ETF Tr · American Centy ETF Tr

Bellevue Asset Management AG $656M

127 positions · as of December 31, 2015 · Celgene Corporation · Biogen Inc. · Gilead Sciences, Inc.

Hillcrest Asset Management LLC $656M

60 positions · as of December 31, 2021 · Ufp Industries Inc · Exlservice Holdings Inc · Lxp Industrial Trust

SCHMIDT P J INVESTMENT MANAGEMENT INC $656M

220 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Microsoft Corp

JSF Financial, LLC $655M

146 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Capital Group Growth ETF

Community Financial Services Group, LLC $655M

539 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Microsoft Corp

Sovereign Financial Group, Inc. $654M

386 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Tax-managed Fds

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC $654M

748 positions · as of June 30, 2024 · Ishares Tr · Vanguard Index Fds · Listed Fd Tr

Factor Wealth Management LTD $654M

163 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Index Fds

WealthShield Partners, LLC $654M

379 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Vanguard World Fd

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