Managers

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

SMITH CHAS P & ASSOCIATES PA CPAS $2.04B

194 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2.03B

417 positions · as of September 30, 2026 · SPDR Series Trust · Blackrock ETF Trust · Ishares Tr

CERTUITY, LLC $2.03B

674 positions · as of June 30, 2026 · Micron Technology Inc Com · Citigroup Inc Com New · Apple Inc

OMNI PARTNERS LLP $2.03B

248 positions · as of March 31, 2021 · Realpage Inc · Alexion Pharmaceuticals Inc · Slack Technologies Inc

FOUNDERS FINANCIAL SECURITIES LLC $2.03B

579 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Select Sector SPDR Tr

WATERS PARKERSON & CO., LLC $2.03B

200 positions · as of June 30, 2026 · Coherent Corp · Jpmorgan Chase & Co · Visa Inc

Evanson Financial, LLC $2.03B

316 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Instl Index Fd · Vanguard Index Fds

Principle Wealth Partners LLC $2.03B

398 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · Bny Mellon ETF Trust Ii · Vanguard Index Fds

COURIER CAPITAL LLC $2.02B

405 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Apple Inc

Cambria Investment Management, L.P. $2.02B

731 positions · as of June 30, 2026 · Cambria ETF Tr · Ishares Tr · SPDR Series Trust

WADDELL & ASSOCIATES, LLC $2.02B

545 positions · as of June 30, 2026 · Fedex Corp · Global X Fds · Schwab Strategic Tr

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $2.02B

164 positions · as of June 30, 2026 · Stonex Group Inc · Arcosa Inc · Universal Technical Inst Inc

Foster Victor Wealth Advisors, LLC $2.02B

266 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

COMMUNITY TRUST & INVESTMENT CO $2.02B

144 positions · as of September 30, 2026 · Nvidia Corporation Sr Glbl Nt · Microsoft Corp · Apple Inc

APPROPRIATE BALANCE FINANCIAL SERVICES INC. $2.01B

30 positions · as of September 30, 2017 · Select Sector SPDR Tr · Ishares Tr · Powershares Qqq Trust

Essex Financial Services, Inc. $2.01B

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

JFS WEALTH ADVISORS, LLC $2.01B

2253 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · Berkshire Hathaway Inc Del

Scotia Asset Management L.P. $2B

140 positions · as of September 30, 2013 · Toronto Dominion Bk Ont · Royal Bk Cda Montreal Que · Bce Inc

NWAM LLC $2B

684 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Microsoft Corp

Ninety One SA (Pty) Ltd $2B

103 positions · as of September 30, 2026 · Anglogold Ashanti PLC · Microsoft Corp · Nvidia Corp

Casdin Capital, LLC $2B

43 positions · as of June 30, 2026 · Revolution Medicines Inc · Relay Therapeutics Inc · Genedx Holdings Corp

Knights of Columbus Asset Advisors LLC $2B

386 positions · as of June 30, 2026 · Nvidia Corporation Com · Apple Inc Com · Microsoft Corp Com

BOUSSARD & GAVAUDAN GESTION SAS $1.99B

103 positions · as of June 30, 2026 · Western Digital Corp · State Str SPDR S&P 500 ETF T · Warner Bros Discovery Inc

Fragasso Financial Advisors Inc $1.99B

376 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Schwab Strategic Tr

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