Managers

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

DEARBORN PARTNERS LLC $3.61B

290 positions · as of June 30, 2026 · Apple Inc. · Microsoft Corp · Casey's General Stores Inc

CAPSTONE ASSET MANAGEMENT CO $3.6B

1595 positions · as of June 30, 2017 · Apple Computer Inc · Microsoft Corp · Coca Cola Co

Virtu KCG Holdings LLC $3.6B

2819 positions · as of June 30, 2017 · SPDR S&P 500 ETF Tr · Powershares Qqq Trust · Ishares Tr

One Capital Management, LLC $3.6B

522 positions · as of June 30, 2026 · Ishares 5-10 Year Investment Grade Corp Bond ETF · Ishares National Muni Bond ETF · Fundx Future Fund Opportunities

Avidian Wealth Enterprises, LLC $3.59B

753 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Schwab Strategic Tr

Yarbrough Capital, LLC $3.58B

81 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

RIVERBRIDGE PARTNERS LLC $3.58B

198 positions · as of June 30, 2026 · Nvidia Corporation · Microsoft Corporation · Heico Corporation

55I, LLC $3.58B

580 positions · as of September 30, 2022 · Ishares Core S&P 500 ETF · Ishares Esg Aware Msci Usa ETF · SPDR Portfolio S&P 500 ETF

Matson Money. Inc. $3.57B

9 positions · as of September 30, 2026 · Ishares Tr · Dfa Tr

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC $3.57B

528 positions · as of March 31, 2024 · Ishares Tr · Vanguard Index Fds · Invesco Exch Trd Slf Idx Fd

MIRAE ASSET SECURITIES (USA) INC. $3.57B

108 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · SPDR Series Trust · Select Sector SPDR Tr

Delta Lloyd Asset Management N.V. $3.56B

436 positions · as of June 30, 2017 · Alphabet Inc · Apple Inc · Microsoft Corp

Deer VIII & Co. Ltd. $3.56B

5 positions · as of September 30, 2021 · Procore Technologies Inc · Rocket Lab Usa Inc · Okta Inc

ANCHOR CAPITAL ADVISORS LLC $3.56B

244 positions · as of June 30, 2026 · Ishares Tr · Analog Devices Inc · M & T Bk Corp

MUFG BANK, LTD. $3.55B

7 positions · as of June 30, 2026 · Us Bancorp Del · Grab Holdings Limited · Select Sector SPDR Tr

COMPASS ROSE ASSET MANAGEMENT, LP $3.55B

25 positions · as of June 30, 2026 · Vaneck ETF Trust · Ishares Tr · Ishares Bitcoin Trust ETF

FORT PITT CAPITAL GROUP, LLC $3.55B

127 positions · as of September 30, 2024 · Broadcom Inc · Schwab Strategic Tr · Thermo Fisher Scientific Inc

Ceredex Value Advisors LLC $3.55B

168 positions · as of June 30, 2026 · Apple Inc · American Elec Pwr Co Inc · Huntington Bancshares Inc

FIRST NATIONAL BANK OF OMAHA $3.55B

505 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Alphabet Inc

COOPERMAN LEON G $3.55B

39 positions · as of June 30, 2026 · Vertiv Holdings Co · Rocket Cos Inc · Energy Transfer LP

MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH $3.54B

197 positions · as of June 30, 2025 · Nvidia Corp. Dl-,001 · Microsoft Dl-,00000625 · Broadcom Inc. Dl-,001

LEVEL FOUR ADVISORY SERVICES, LLC $3.54B

935 positions · as of June 30, 2026 · Ishares Tr · Alps ETF Tr · Apple Inc

Genesis Asset Managers, LLP $3.53B

18 positions · as of June 30, 2019 · Alibaba Group Holding Ltd - Ads · 58.com Inc · New Oriental Ed & Tech Grp 1 Spon

Dynamic Advisor Solutions LLC $3.52B

1029 positions · as of September 30, 2026 · Ishares Tr · Dimensional ETF Trust · Schwab Strategic Tr

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