Managers

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

B. Riley Wealth Advisors, Inc. $2.57B

1092 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · Vanguard Index Fds

CSS LLC/IL $2.57B

1001 positions · as of June 30, 2026 · Lumentum Hldgs Inc · Hewlett Packard Enterprise C · Echostar Corp

STALEY CAPITAL ADVISERS INC $2.57B

193 positions · as of June 30, 2026 · Alphabet C · Ishares Russell 1000 Growth · Microsoft Corp

TURTLE CREEK ASSET MANAGEMENT INC. $2.56B

38 positions · as of June 30, 2026 · Fiserv Inc · Colliers International Group Inc · Floor & Decor

Ausdal Financial Partners, Inc. $2.56B

1043 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Series Trust

Chesley Taft & Associates LLC $2.56B

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

CAPITAL COUNSEL LLC/NY $2.56B

58 positions · as of June 30, 2026 · Arista Networks, Inc. · Alphabet Inc Cl C · Visa Inc Com Cl A

Tekla Capital Management LLC $2.56B

166 positions · as of June 30, 2023 · Amgen Inc. · Johnson & Johnson · Gilead Sciences, Inc.

North Dakota State Investment Board $2.55B

811 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · Apple Inc

BERKSHIRE ASSET MANAGEMENT LLC/PA $2.55B

270 positions · as of June 30, 2026 · Schwab Strategic Tr · Jpmorgan Chase & Co · Dell Technologies Inc

NORTH STAR ASSET MANAGEMENT INC $2.54B

372 positions · as of June 30, 2026 · Apple · Schwab Us Broad Mkt ETF · Alphabet Cl C

Sageworth Trust Co $2.54B

127 positions · as of June 30, 2026 · Vanguard Us Total Stock Mkt Sh · Vanguard Total International S · Vanguard S & P 500 ETF

Quantbot Technologies LP $2.54B

1893 positions · as of June 30, 2026 · Hartford Insurance Group Inc · Microsoft Corp · Wells Fargo & Co

Pine Valley Investments Ltd Liability Co $2.53B

610 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Apple Inc · Ishares Silver Tr

Visionary Wealth Advisors $2.53B

666 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · American Centy ETF Tr

Integral Health Asset Management, LLC $2.53B

92 positions · as of June 30, 2026 · Revolution Medicines Inc · Insmed Inc · Cytokinetics Inc

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO $2.53B

117 positions · as of June 30, 2026 · Alphabet Inc · Nvidia Corporation · Apple Inc

Kodai Capital Management LP $2.53B

145 positions · as of March 31, 2025 · AT&T Inc · Grainger W W Inc · Equinix Inc

Index Fund Advisors, Inc. $2.52B

135 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Index Fds

Luxor Capital Group, LP $2.52B

52 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Amazon Com Inc

Obermeyer Wealth Partners $2.51B

301 positions · as of September 30, 2026 · Vanguard Index Fds · Alphabet Inc · Taiwan Semiconductor Manufac

Entropy Technologies, LP $2.51B

929 positions · as of June 30, 2026 · Northrop Grumman Corp · Mastercard Incorporated · Sherwin Williams Co

BASSWOOD CAPITAL MANAGEMENT, L.L.C. $2.51B

111 positions · as of June 30, 2026 · Jpmorgan Chase & Co · Ishares Tr · Bank Of Amer Corp

Nippon Life Global Investors Americas, Inc. $2.51B

104 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Microsoft Corp

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