Managers

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

Simplify Asset Management Inc. $6.11B

115 positions · as of September 30, 2026 · Simplify Exchange Traded Fun · Ishares Tr · Ishares Bitcoin Trust ETF

Annex Advisory Services, LLC $6.11B

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

Forvis Mazars Wealth Advisors, LLC $6.09B

427 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Intl Equity Index F

MGO ONE SEVEN LLC $6.08B

1554 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

Polar Asset Management Partners Inc. $6.07B

838 positions · as of June 30, 2026 · Live Nation Entertainment In · Interdigital Inc · Microsoft Corp

STIFEL NICOLAUS & CO INC \MO\ $6.04B

1475 positions · as of September 30, 2013 · SPDR S&P 500 ETF · Ishares · Microsoft Corp

World Investment Advisors $6.04B

1523 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

Catalyst Capital Advisors LLC $6.03B

369 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Intl Equity Index F

Alphinity Investment Management Pty Ltd $6.01B

27 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Jpmorgan Chase & Co

WILMINGTON TRUST CO $6.01B

714 positions · as of June 30, 2014 · E I Dupont De Nemours & C · Vanguard Ftse Developed M · Ishares S&P 500 Growth Et

CRAWFORD INVESTMENT COUNSEL INC $6B

306 positions · as of June 30, 2026 · Abbvie Inc · Microsoft Corp · Johnson Controls Internation

HANCOCK WHITNEY CORP $6B

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

Atlantic Union Bankshares Corp $5.99B

1699 positions · as of June 30, 2026 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Apple Inc

Sessa Capital IM, L.P. $5.98B

30 positions · as of June 30, 2026 · Humana Inc · Warner Bros Discovery Inc · Kimberly-clark Corp

Japan Post Holdings Co., Ltd. $5.97B

1 positions · as of June 30, 2026 · Aflac Inc.

CONFLUENCE INVESTMENT MANAGEMENT LLC $5.97B

294 positions · as of September 30, 2026 · Ishares 0-3 Month Treasury Bon · Chevron Corp. · Chubb Ltd.

CAISSE DES DEPOTS ET CONSIGNATIONS $5.91B

235 positions · as of June 30, 2026 · Totalenergies Se · Astrazeneca PLC · Ubs Group Ag

Guinness Asset Management LTD $5.91B

141 positions · as of June 30, 2026 · Texas Instrs Inc · Cisco Sys Inc · Broadcom Inc

DISCIPLINED GROWTH INVESTORS INC /MN $5.91B

58 positions · as of June 30, 2026 · Plexus Corp Com · Viasat Inc Com · Everpure Inc Cl A

Wealthcare Advisory Partners LLC $5.9B

1111 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Vanguard Index Fds

SCGE MANAGEMENT, L.P. $5.9B

21 positions · as of June 30, 2026 · Space Exploration Techn Corp · Nvidia Corporation · Alphabet Inc

BARINGS LLC $5.84B

179 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Vanguard Scottsdale Fds

DSM CAPITAL PARTNERS LLC $5.84B

70 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Inc · Broadcom Inc

South Dakota Investment Council $5.84B

621 positions · as of June 30, 2026 · Vanguard Intl Equity Index F · Ishares Tr · Nvidia Corporation

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