Managers

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

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1.67B

1629 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Ishares Russell Mid-cap Value · Vanguard Total Stock Market Et

DigitalBridge Group, Inc. $1.67B

61 positions · as of June 30, 2026 · Equinix Inc · Amdocs Ltd · American Tower Corp

Kentucky Retirement Systems Insurance Trust Fund $1.67B

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

Global Alpha Capital Management Ltd. $1.67B

48 positions · as of June 30, 2026 · Ormat Technologies Inc · Umb Finl Corp · Sanmina Corp

Gateway Wealth Partners, LLC $1.67B

751 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · First Tr Exchange-traded Fd

Parvus Asset Management Europe Ltd $1.67B

1 positions · as of March 31, 2025 · Flutter Entmt PLC

Rockwood Wealth Management, LLC $1.67B

134 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · SPDR Series Trust

No Street GP LP $1.66B

32 positions · as of June 30, 2026 · Uber Technologies Inc · Generac Hldgs Inc · Twilio Inc

CAHABA WEALTH MANAGEMENT, INC. $1.66B

169 positions · as of September 30, 2026 · Ishares Tr · Victory Portfolios Ii · SPDR Series Trust

ARMSTRONG ADVISORY GROUP, INC $1.66B

1040 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Bd Index Fds

Icon Wealth Advisors, LLC $1.66B

420 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Ishares U.s. Equity Factor Rotation Active ETF · Ishares Core Total Usd Bond Market ETF

SFMG, LLC $1.66B

344 positions · as of June 30, 2026 · Pacer Fds Tr · Atmos Energy Corp · Invesco Exchange Traded Fd T

FIRST AMERICAN TRUST, FSB $1.66B

307 positions · as of June 30, 2026 · Ishares · Vanguard · Apple Inc

COMPASS CAPITAL MANAGEMENT, INC $1.66B

91 positions · as of June 30, 2026 · Amphenol Corp · Merck & Co Inc · Alphabet Inc

Vantage Investment Partners, LLC $1.66B

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

Angeles Investment Advisors, LLC $1.66B

38 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Star Fds · Vanguard Scottsdale Fds

Pine Ridge Advisers LLC $1.66B

42 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Vanguard Index Fds

Ally Invest Advisors Inc. $1.66B

75 positions · as of June 30, 2026 · Ishares Tr · Vanguard Tax Managed Intl · Vanguard Charlotte Fds

IronBridge Capital Management LP $1.65B

186 positions · as of March 31, 2017 · First Republic Bank · General Electric Co · Eog Resources Inc

Strategic Investment Advisors / MI $1.65B

398 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard World Fd

FENIMORE ASSET MANAGEMENT TRUST $1.65B

101 positions · as of September 30, 2013 · Ross Stores Inc. · Idex Corporation · Brown & Brown Inc.

Gladius Capital Management LP $1.65B

29 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Caterpillar Inc · Eli Lilly & Co

Transform Wealth, LLC $1.65B

242 positions · as of March 31, 2025 · Powell Inds Inc · Ishares Tr · Apple Inc

Ocean Park Asset Management, LLC $1.65B

60 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · SPDR Series Trust

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