Managers

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

Ziegler Capital Management, LLC $2.62B

401 positions · as of March 31, 2024 · Microsoft Corp · Alphabet Inc Cl A · Apple Inc

Anomaly Capital Management, LP $2.62B

24 positions · as of June 30, 2026 · Amazon Com Inc · Alphabet Inc · Danaher Corp Del

Purpose Unlimited Inc. $2.62B

603 positions · as of June 30, 2026 · Tesla Inc · Vanguard Bd Index Fds · Nvidia Corporation

ROCKLAND TRUST CO $2.61B

320 positions · as of September 30, 2026 · Microsoft Corp · Alphabet Inc · Ishares Tr

Constellation Investments, Inc. $2.61B

18 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Ishares Inc

North Reef Capital Management LP $2.61B

43 positions · as of June 30, 2026 · Marketaxess Hldgs Inc · Ameris Bancorp · First Horizon Corporation

FEINBERG STEPHEN $2.61B

5 positions · as of September 30, 2020 · Albertsons Cos Inc · Deutsche Bank A G · Nextier Oilfield Solutions

MARTIN CURRIE LTD $2.61B

51 positions · as of June 30, 2025 · Taiwan Semiconductor Mfg Ltd · Hdfc Bank Ltd · Ferrari N V

Trilogy Capital Inc. $2.61B

409 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr

KINGSWOOD WEALTH ADVISORS, LLC $2.6B

1024 positions · as of September 30, 2026 · Apple Incorporated · Nvidia Corporation · SPDR S&P 500 ETF

GenTrust, LLC $2.6B

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

GM Advisory Group, LLC $2.6B

374 positions · as of March 31, 2026 · SPDR Portfolio S&P 500 ETF · Ishares Tr Ishares 0-3 Mnth Treas Bd ETF · Ishares Gold Trust Ishares New

BLS Capital Fondsmaeglerselskab A/S $2.6B

11 positions · as of June 30, 2026 · Yum China Hldgs Inc · S&P Global Inc · Otis Worldwide Corp

Meritage Group LP $2.6B

12 positions · as of June 30, 2026 · Microsoft Corp · Amazon Com Inc · Capital One Finl Corp

Coronation Fund Managers Ltd. $2.59B

49 positions · as of September 30, 2026 · Mercadolibre Inc · Nu Hldgs Ltd · Sea Ltd

Paralel Advisors LLC $2.59B

126 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Jpmorgan Chase & Co · Enterprise Prods Partners L

CENTAURUS FINANCIAL, INC. $2.59B

1112 positions · as of June 30, 2026 · Ishares Tr · Tidal Trust Iii · Innovator Etfs Trust

SOFI WEALTH, LLC $2.59B

61 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Tidal ETF Tr

Delek Group, Ltd. $2.59B

220 positions · as of June 30, 2019 · Ishares Tr · Teva Pharmaceutical Inds Ltd · Mosaic Co New

Venturi Wealth Management, LLC $2.58B

632 positions · as of June 30, 2026 · Ishares Russell 1000 Growth ETF · Ishares Inc Core (msci Emerging Mkts Etf) · SPDR Portfolio S&P (500 Etf)

PFG Investments, LLC $2.58B

1295 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation

PAULSON & CO. INC. $2.58B

8 positions · as of June 30, 2026 · Madrigal Pharmaceuticals Inc · Perpetua Resources Corp · Acadian Asset Management Inc

ECLIPSE OPERATIONS, LLC $2.57B

2 positions · as of June 30, 2026 · Cerebras Systems Inc · Owlet Inc

Moors & Cabot, Inc. $2.57B

961 positions · as of June 30, 2026 · Apple Inc · Nvidia Corporation · Ishares Tr

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