Managers

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

Mariner Wealth Advisors-Cincinnati, LLC $1.81B

285 positions · as of September 30, 2018 · Ishares Tr · Schwab Strategic Tr · Visa Inc

FIRST AMERICAN BANK $1.81B

211 positions · as of September 30, 2026 · Apple Inc. · Alphabet Inc · Broadcom Inc

Regal Partners Ltd $1.81B

122 positions · as of June 30, 2026 · Newmont Corp · Apollo Global Management Inc · Bank Of America Corp

Aquamarine Financial (Cayman) Ltd $1.81B

17 positions · as of June 30, 2026 · Banco Bradesco S A · Ypf Sociedad Anonima · Grupo Financiero Galicia S.a

Frank, Rimerman Advisors LLC $1.81B

607 positions · as of September 30, 2026 · Alphabet Inc · Nvidia Corporation · Invesco Qqq Tr

Kynam Capital Management, LP $1.81B

32 positions · as of June 30, 2026 · Celldex Therapeutics Inc New · Syndax Pharmaceuticals Inc · Vaxcyte Inc

Alliance Trust PLC $1.81B

88 positions · as of June 30, 2017 · Unitedhealth Grou Usd0.01 · Microsoft C Usd0.00000625 · Johnson Ctls Usd0.01

SAGE FINANCIAL GROUP INC $1.81B

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

Triad Wealth Partners, LLC $1.81B

558 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Vanguard Index Fds

Greenspring Advisors, LLC $1.8B

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

Concentric Capital Strategies, LP $1.8B

313 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Disney Walt Co · Select Sector SPDR Tr

Garde Capital, Inc. $1.8B

213 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Ishares Tr

Sabal Trust CO $1.8B

233 positions · as of March 31, 2025 · Ishares Tr · Microsoft Corp · Jpmorgan Chase & Co.

Cardinal Point Capital Management ULC $1.8B

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

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $1.8B

203 positions · as of June 30, 2026 · Vanguard Intl Equity Index F · Ishares Tr · Ishares Inc

INVERNESS COUNSEL LLC /NY/ $1.8B

187 positions · as of September 30, 2022 · Roper Technologies · Carlisle Cos. · Dover Corp

Willis Johnson & Associates, Inc. $1.8B

102 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · Vanguard Intl Equity Index F

HYMAN CHARLES D $1.79B

242 positions · as of June 30, 2024 · Berkshire Hathaway Inc Del · Microsoft Corp · Apple Inc

Empire Life Investments Inc. $1.79B

113 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Alphabet Inc - Cl C · Lam Research Corp

McAdams Wright Ragen, Inc. $1.79B

422 positions · as of September 30, 2014 · Microsoft Corp · Paccar Inc · Digital Rlty Tr Inc

OAK ASSOCIATES LTD /OH/ $1.79B

139 positions · as of June 30, 2026 · Kla Corporation · Amazon.com Inc. · Alphabet Inc. Class C

Amanah Holdings Trust $1.79B

21 positions · as of September 30, 2026 · Elastic N V · Marathon Pete Corp · Okta Inc

Catalyst Funds Management Pty Ltd $1.78B

643 positions · as of June 30, 2026 · Apple Inc · Bloom Energy Corp · Intel Corp.

BARR E S & CO $1.78B

112 positions · as of June 30, 2026 · Berkshire Hathaway B · Alphabet Inc Shs Cl C · Markel Group Inc

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