Managers

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

MCF Advisors LLC $2.81B

424 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

Granahan Investment Management, LLC $2.81B

150 positions · as of June 30, 2026 · Porch Group Inc · Silicon Motion Technology Co · Forgent Power Solutions Inc

TRUST CO OF VERMONT $2.8B

1376 positions · as of September 30, 2026 · Apple Inc · Microsoft Corp · Alphabet Inc Cap Stk Cl C

Finepoint Capital LP $2.8B

9 positions · as of June 30, 2026 · SPDR S&P 500 ETF Tr · Microsoft Corp · Invesco Qqq Tr

H&F Corporate Investors X, Ltd. $2.8B

1 positions · as of June 30, 2026 · Medline Inc

PITTENGER & ANDERSON INC $2.79B

507 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Fiserv Inc

CHICKASAW CAPITAL MANAGEMENT LLC $2.79B

95 positions · as of September 30, 2026 · Targa Resources Corp · Energy Transfer LP · Mplx LP

Proficio Capital Partners LLC $2.79B

691 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · Vanguard Index Fds

SECURIAN ASSET MANAGEMENT, INC $2.78B

926 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

FIRST FOUNDATION ADVISORS $2.78B

354 positions · as of June 30, 2026 · Ishares Tr · Microsoft Corp · Goldman Sachs ETF Tr

BLB&B Advisors, LLC $2.78B

278 positions · as of September 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Vanguard Intl Equity Index F

ST GERMAIN D J CO INC $2.78B

914 positions · as of June 30, 2026 · Jpmorgan U.s. Quality Factor ETF · Apple Inc · Alphabet Inc Cl A

EULAV Asset Management $2.77B

151 positions · as of September 30, 2026 · Caci Intl Inc · Woodward Inc · Advanced Micro Devices Inc

Consulta Ltd $2.77B

15 positions · as of June 30, 2026 · Airbnb Inc · Pershing Square Inc · Visa Inc

Burkehill Global Management, LP $2.77B

173 positions · as of June 30, 2026 · Space Exploration Techn Corp · Alphabet Inc · Digital Rlty Tr Inc

Stratos Investment Management, LLC $2.77B

382 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · Wisdomtree Tr

Capital Asset Advisory Services LLC $2.76B

375 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Index Shs Fds

MacKay Shields LLC $2.76B

103 positions · as of September 30, 2026 · Alphabet Inc · Hewlett Packard Enterprise C · Snowflake Inc

Advocacy Wealth Management, LLC $2.75B

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

Greenwich Wealth Management LLC $2.75B

297 positions · as of June 30, 2026 · Interactive Brokers Group In Com · Newsmax Inc · SPDR S&P 500 ETF Tr Tr

NorthCoast Asset Management LLC $2.74B

426 positions · as of September 30, 2021 · Ishares Tr · Apple Inc · Ishares Inc

Senator Investment Group LP $2.74B

58 positions · as of June 30, 2026 · Dpc Holdings PLC · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr

LEAVELL INVESTMENT MANAGEMENT, INC. $2.74B

633 positions · as of June 30, 2026 · Nvidia Corp Com · Vanguard Mega Cap ETF · Apple Inc

CBIZ Investment Advisory Services, LLC $2.74B

415 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · Vanguard Intl Equity Index F

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