Managers

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

Trust Asset Management LLC $2.33B

252 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Select Sector SPDR Tr · Apple Inc

NS Partners Ltd $2.33B

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

MONTAG A & ASSOCIATES INC $2.33B

1052 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Apple Inc

Strategic Wealth Advisors Group, LLC $2.33B

555 positions · as of September 30, 2022 · Ishares Tr · SPDR Ser Tr · Apple Inc

Cornerstone Wealth Management, LLC $2.33B

745 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · J P Morgan Exchange Traded F

Madison Avenue Partners, LP $2.32B

25 positions · as of June 30, 2026 · Graham Hldgs Co · Invitation Homes Inc · Markel Group Inc

Logos Global Management LP $2.32B

68 positions · as of June 30, 2026 · Erasca Inc · Abivax Sa · Revolution Medicines Inc

Covington Capital Management $2.32B

1216 positions · as of September 30, 2022 · Microsoft Corp · Apple Inc · Sjw Group

Accredited Investors Inc. $2.31B

299 positions · as of June 30, 2026 · Ishares Tr · American Centy ETF Tr · Vanguard Intl Equity Index F

Nationwide Fund Advisors $2.31B

8 positions · as of September 30, 2026 · Ishares Core S&P ETF · Ishares Core S&P · Ishares Core Msci Emkt

GCM Grosvenor Holdings, LLC $2.31B

24 positions · as of June 30, 2026 · Space Exploration Techn Corp · Constellation Energy Corp · Maplebear Inc

TCI Wealth Advisors, Inc. $2.31B

266 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

Linscomb Wealth, Inc. $2.31B

311 positions · as of June 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Wisdomtree Tr

CAMBIAR INVESTORS LLC $2.3B

150 positions · as of June 30, 2026 · Delta Air Lines Inc · Alphabet Inc · Union Pac Corp

Smith Salley Wealth Management $2.3B

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

GW HENSSLER & ASSOCIATES LTD $2.3B

224 positions · as of September 30, 2026 · American Centy ETF Tr · First Tr Exchng Traded Fd Vi · Apple Inc

EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) $2.3B

230 positions · as of September 30, 2016 · Bank Amer Corp · Citigroup Inc · Metlife Inc

PALISADE CAPITAL MANAGEMENT, LP $2.3B

294 positions · as of June 30, 2026 · Amphenol Corp · Apple Inc · Alphabet Inc

SYON CAPITAL LLC $2.3B

950 positions · as of June 30, 2026 · Alphabet Inc Cap Stk Cl A · Ishares California Muni Bond ETF · Apple Inc Com

Bryn Mawr Trust Advisors, LLC $2.29B

457 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Vanguard Bd Index Fds

ARES MANAGEMENT LLC $2.29B

44 positions · as of June 30, 2026 · Savers Value Village Inc · X-energy Inc · Clear Channel Outdoor Holdings, Inc.

PARSONS CAPITAL MANAGEMENT INC/RI $2.29B

522 positions · as of September 30, 2026 · Apple Inc · Ishares Tr · Berkshire Hathaway Inc Del

LA FINANCIERE DE L'ECHIQUIER $2.29B

104 positions · as of June 30, 2024 · Microsoft Corp · Amazon Com Inc · Nvidia Corporation

Carlson Capital Management $2.29B

112 positions · as of December 31, 2024 · Ea Series Trust · ETF Ser Solutions · Vanguard Scottsdale Fds

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