Managers

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

WealthPlan Investment Management, LLC $2.07B

519 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Apple Inc

Kathmere Capital Management, LLC $2.07B

715 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Ea Series Trust

DNCA FINANCE $2.06B

118 positions · as of June 30, 2026 · Totalenergies Se · Crh PLC · Astrazeneca PLC

EcoR1 Capital, LLC $2.06B

33 positions · as of June 30, 2026 · Zymeworks Inc · Anaptysbio Inc · Aktis Oncology Inc

Apexium Financial, LP $2.06B

288 positions · as of September 30, 2025 · Ishares Tr · SPDR S&P 500 ETF Tr · Advisor Managed Portfolios

RICE HALL JAMES & ASSOCIATES, LLC $2.05B

240 positions · as of June 30, 2026 · Ligand Pharmaceuticals Inc · Aci Worldwide Inc · Arlo Technologies Inc

Arvest Bank Trust Division $2.05B

240 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P Midcap 40 · Vanguard Tax-managed Fds

Capstone Financial Advisors, Inc. $2.05B

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

Dorsey & Whitney Trust CO LLC $2.05B

730 positions · as of June 30, 2026 · Nvidia Corp · Alphabet Inc · Microsoft Corp

Ribbit Management Company, LLC $2.05B

15 positions · as of June 30, 2026 · Nu Hldgs Ltd · Robinhood Mkts Inc · Figure Technology Solutions Inc

First Western Trust Bank $2.05B

215 positions · as of June 30, 2026 · Stryker Corporation · Vanguard S&P 500 · Ishares Russell Mid Cap

Rock Springs Capital Management LP $2.05B

104 positions · as of June 30, 2026 · Revolution Medicines Inc · Travere Therapeutics Inc · Eli Lilly & Co

ABRAMS BISON INVESTMENTS, LLC $2.05B

11 positions · as of June 30, 2026 · Td Synnex Corporation · Applied Matls Inc · Sharkninja Inc

GREENLIGHT CAPITAL INC $2.05B

40 positions · as of December 31, 2023 · Green Brick Partners Inc · Consol Energy Inc New · Brighthouse Finl Inc

Jacobi Capital Management LLC $2.04B

644 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Berkshire Hathaway Inc Del

Point72 Europe (London) LLP $2.04B

727 positions · as of September 30, 2025 · Strategy Inc · Alphabet Inc · Amazon Com Inc

Aaron Wealth Advisors LLC $2.04B

687 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Nvidia Corporation

Westchester Capital Management, LLC $2.04B

310 positions · as of June 30, 2026 · Electronic Arts Inc · Norfolk Southn Corp · Warner Bros Discovery Inc

Strategic Blueprint, LLC $2.04B

677 positions · as of September 30, 2026 · Vanguard Morningstar Growth ETF · Avantis U.s. Equity ETF · Vanguard Morningstar Value ETF

Smith Asset Management Group LP $2.04B

363 positions · as of June 30, 2021 · Apple Inc · Microsoft Corp · Alphabet Inc

UNIVEST FINANCIAL Corp $2.04B

275 positions · as of June 30, 2026 · SPDR Series Trust · Vanguard Star Fds · Apple Inc

683 Capital Management, LLC $2.04B

153 positions · as of June 30, 2026 · Palantir Technologies Inc · Eli Lilly & Co · Nvidia Corporation

Siemens Fonds Invest GmbH $2.04B

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

CenterBook Partners LP $2.04B

693 positions · as of June 30, 2026 · Amazon Com Inc · Alphabet Inc · Meta Platforms Inc

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