Managers

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

SHAPIRO CAPITAL MANAGEMENT LLC $1.65B

50 positions · as of June 30, 2026 · Tenable Hldgs Inc · Ncr Voyix Corporation · Factset Resh Sys Inc

Greystone Managed Investments Inc. $1.65B

94 positions · as of September 30, 2019 · Toronto Dominion Bk Ont · Royal Bk Cda Montreal Que · Enbridge Inc

GILEAD SCIENCES, INC. $1.65B

5 positions · as of June 30, 2026 · Arcus Biosciences Inc. · Lakefront Biotherapeutics · Assembly Biosciences Inc.

USCA RIA LLC $1.65B

570 positions · as of June 30, 2021 · Ishares Tr · Alphabet Inc · Ark ETF Tr

MFF Capital Investments Ltd $1.65B

19 positions · as of June 30, 2026 · Alphabet Inc · Visa Inc · Mastercard Incorporated

BOSTON FAMILY OFFICE LLC $1.65B

314 positions · as of June 30, 2026 · Apple Inc. · Vanguard S&P 500 ETF · Alphabet Inc. Class C

BTC Capital Management, Inc. $1.65B

207 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

SILVER OAK SECURITIES, INCORPORATED $1.65B

830 positions · as of June 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · Victory Portfolios Ii

Aureus Asset Management, LLC $1.65B

239 positions · as of June 30, 2026 · Alphabet Inc · Applied Matls Inc · Apple Inc

Kepler Cheuvreux (Suisse) SA $1.65B

184 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Alphabet Inc

First Light Asset Management, LLC $1.65B

31 positions · as of June 30, 2026 · Neogenomics Inc · Si-bone Inc · Axogen Inc

Triodos Investment Management BV $1.64B

50 positions · as of June 30, 2026 · Kla Corp · Taiwan Semiconductor Manufac · Palo Alto Networks Inc

Lutz Financial Services LLC $1.64B

112 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

Hexavest Inc. $1.64B

217 positions · as of September 30, 2021 · Microsoft Corp · Apple Inc S · Vaneck ETF Trust Tr

MPM BIOIMPACT LLC $1.64B

37 positions · as of June 30, 2026 · Cullinan Therapeutics, Inc. · Aktis Oncology, Inc. · Liquidia Corporation

Opti Capital Management, LP $1.64B

46 positions · as of June 30, 2026 · Live Nation Entertainment In · Blackline Inc · Etsy Inc

Milestone Resources Group Ltd $1.64B

8 positions · as of June 30, 2026 · Broadcom Inc · Amazon Com Inc · Microsoft Corp

EVOLVE PRIVATE WEALTH, LLC $1.64B

1003 positions · as of June 30, 2026 · Ishares Tr · Hartford Fds Exchange Traded · Pimco ETF Tr

Tradition Wealth Management, LLC $1.64B

559 positions · as of June 30, 2026 · Schwab Strategic Tr · J P Morgan Exchange Traded F · Ishares Tr

MONECO ADVISORS, LLC $1.64B

595 positions · as of June 30, 2026 · Invesco Exch Trd Slf Idx Fd · Ishares Tr · SPDR Series Trust

Cache Advisors, LLC $1.63B

162 positions · as of September 30, 2026 · Ea Series Trust · Nvidia Corporation · Apple Inc

Kopernik Global Investors, LLC $1.63B

30 positions · as of June 30, 2026 · Range Res Corp · Seabridge Gold Inc · Expand Energy Corporation

HIMENSION CAPITAL (SINGAPORE) PTE. LTD. $1.63B

168 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Intel Corp · Nvidia Corporation

Atalan Capital Partners, LP $1.63B

9 positions · as of June 30, 2026 · Seagate Technology Hldngs Pl · Mastercard Incorporated · Ttm Technologies Inc

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