Managers

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

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

Sound Income Strategies, LLC $2.24B

478 positions · as of September 30, 2026 · Ishares Tr · Hercules Capital Inc · Ares Capital Corp

Walgreens Boots Alliance, Inc. $2.24B

1 positions · as of June 30, 2025 · Cencora, Inc.

One Way Holdings LLC $2.24B

254 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Micron Technology Inc

Alken Asset Management LLP $2.23B

5 positions · as of September 30, 2014 · Seagate Technology · Western Digital Corp · Micron Technology Inc

Meridiem Capital Partners LP $2.23B

85 positions · as of June 30, 2026 · Danaher Corp Del · Unitedhealth Group Inc · Edwards Lifesciences Corp

AMERICAN CAPITAL MANAGEMENT INC $2.23B

80 positions · as of June 30, 2026 · Palo Alto Networks Inc · Fortinet Inc · Medpace Holdings Inc

Meiji Yasuda Asset Management Co Ltd. $2.22B

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

Highstreet Asset Management Inc. $2.22B

649 positions · as of December 31, 2019 · Toronto-dominion Bank · Royal Bank Of Canada · Bank Of Nova Scotia

Checchi Capital Advisers, LLC $2.22B

609 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Invesco Qqq Tr

NWQ INVESTMENT MANAGEMENT COMPANY, LLC $2.22B

152 positions · as of September 30, 2020 · Glaxosmithkline PLC · Bristol-myers Squibb Co · Oracle Corp

ALLEGHANY CORP /DE $2.21B

25 positions · as of September 30, 2022 · Roper Technologies Inc · Jpmorgan Chase & Co · Unitedhealth Group Inc

Affinity Asset Advisors, LLC $2.21B

113 positions · as of June 30, 2026 · Roivant Sciences Ltd · Apogee Therapeutics Inc · Spyre Therapeutics Inc

Oak Grove Capital LLC $2.21B

114 positions · as of September 30, 2026 · Micron Technology Inc · Nvidia Corporation · Nebius Group N.v.

AdvisorNet Financial, Inc $2.21B

673 positions · as of September 30, 2026 · Ishares Tr · Dimensional ETF Trust · Vanguard Index Fds

Cyndeo Wealth Partners, LLC $2.21B

562 positions · as of September 30, 2026 · Ishares Tr · Microsoft Corp · Vanguard Index Fds

1ST SOURCE BANK $2.21B

289 positions · as of June 30, 2026 · Ishares Tr · 1st Source Corp · State Str SPDR S&P 500 ETF T

Thematics Asset Management $2.2B

125 positions · as of September 30, 2025 · Nvidia Corporation · Servicenow Inc · Synopsys Inc

TANG CAPITAL MANAGEMENT LLC $2.2B

41 positions · as of June 30, 2026 · Aurinia Pharmaceuticals Inc · Spyre Therapeutics Inc · Mirum Pharmaceuticals Inc

Marathon Asset Management Ltd $2.2B

76 positions · as of September 30, 2026 · Cnh Indl N V · Coca-cola Europacific Partne · Southern Copper Corp

Bank of Italy $2.2B

8 positions · as of June 30, 2026 · Ferrari N V · Totalenergies Se · Dbx ETF Tr

Aprio Wealth Management, LLC $2.2B

638 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Capital Group Growth ETF

HIGHLAND CAPITAL MANAGEMENT, LLC $2.19B

415 positions · as of September 30, 2026 · Microsoft Corp · Apple Inc · Micron Technology Inc

Soltis Investment Advisors LLC $2.19B

770 positions · as of September 30, 2026 · Ishares Tr · Microsoft Corp · Nvidia Corporation

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