Managers

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC $2.29B

363 positions · as of September 30, 2026 · Ishares Tr · Wisdomtree Tr · Ishares Inc

ARS Investment Partners, LLC $2.29B

181 positions · as of June 30, 2026 · Ea Series Trust · Lam Research Corp · Micron Technology Inc

NORRIS PERNE & FRENCH LLP/MI $2.29B

156 positions · as of September 30, 2026 · Elevation Series Trust · Microsoft Corp · Ishares Tr

ALERUS FINANCIAL NA $2.29B

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

Elser Financial Planning, Inc $2.28B

132 positions · as of September 30, 2026 · Merchants Bancorp Ind · Dimensional ETF Trust · Dfa Invt Dimensions Group In

HOLLAND CAPITAL MANAGEMENT LLC $2.28B

69 positions · as of June 30, 2017 · Visa · Amazon · Alphabet

Strategic Financial Services, Inc. $2.28B

157 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Ishares Inc

COLUMBUS CIRCLE INVESTORS $2.28B

126 positions · as of December 31, 2020 · Zendesk Inc · Svb Financial Group · Nuance Communications Inc

Goelzer Investment Management, Inc. $2.28B

294 positions · as of September 30, 2026 · Eli Lilly & Co · Ishares Tr · Apple Inc

NEW SOUTH CAPITAL MANAGEMENT INC $2.28B

48 positions · as of June 30, 2026 · Vertiv Holdings Co · Wesco International, Inc. · Enersys

PALLADIUM PARTNERS LLC $2.28B

332 positions · as of March 31, 2022 · Apple Inc · Microsoft Corp · Vanguard Ftse Developed Markets ETF

Quintet Private Bank (Europe) S.A. $2.28B

192 positions · as of September 30, 2026 · Nvidia Corporation · Microsoft Corp · Alphabet Inc

ANGELES WEALTH MANAGEMENT, LLC $2.27B

599 positions · as of September 30, 2026 · Vanguard Intl Equity Index F · Vanguard World Fd · Vanguard Index Fds

Signal Advisors Wealth, LLC $2.27B

701 positions · as of September 30, 2026 · ETF Ser Solutions · SPDR Series Trust · Ishares Tr

Sullivan, Bruyette, Speros & Blaney, LLC $2.27B

416 positions · as of March 31, 2021 · SPDR S&P 500 ETF Tr · Vanguard Index Fds · Vanguard Whitehall Fds

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP $2.27B

10 positions · as of June 30, 2026 · Tpg Inc · Shift4 Pmts Inc · Lpl Finl Hldgs Inc

CQS Cayman LP $2.26B

153 positions · as of September 30, 2019 · Ishares Tr · Discovery Inc · Advanced Micro Devices Inc

Airain ltd $2.26B

811 positions · as of June 30, 2017 · Mobileye Nv · Panera Bread Company Ordinary · Nxp Semiconductors N.v.

TIG Advisors, LLC $2.26B

109 positions · as of June 30, 2026 · SPDR Series Trust · Topbuild Cor · Warner Bros Discovery Inc

TEXAS PERMANENT SCHOOL FUND CORP $2.26B

15 positions · as of June 30, 2026 · Ssga Active Tr · Morgan Stanley ETF Trust · Invesco Exchange Traded Fd T

INVESTMENT HOUSE LLC $2.25B

203 positions · as of September 30, 2026 · Ea Series Trust · Alphabet Inc · Apple Inc

LOWE BROCKENBROUGH & CO INC $2.25B

341 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Alphabet Inc

HEARTLAND ADVISORS INC $2.25B

244 positions · as of June 30, 2026 · Silicon Motion Technology Co · Century Communities Inc · Centerra Gold Inc

Edge Capital Group, LLC $2.24B

332 positions · as of December 31, 2024 · Vanguard High Dividend Yield Index ETF · Vanguard S&P 500 ETF · SPDR S&P 500 ETF Trust

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