Managers

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

Quent Capital, LLC $1.63B

1653 positions · as of June 30, 2026 · Vanguard Russell 1000 Growth ETF · State Street SPDR Nuveen Ice Short Term Municipal Bond ETF · Ishares 1-3 Year Treasury Bond ETF

Sage Mountain Advisors LLC $1.63B

304 positions · as of June 30, 2026 · Janus Detroit Str Tr · Ishares Tr · Vanguard Index Fds

Avalon Trust Co $1.63B

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

P/E Global LLC $1.63B

8 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Charlotte Fds

WESTPAC BANKING CORP $1.62B

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

Kovitz Investment Group, LLC $1.62B

124 positions · as of December 31, 2015 · Berkshire Hathaway Inc Del · Jacobs Engr Group Inc Del · Boeing Co

OLD MISSION CAPITAL, LLC $1.62B

513 positions · as of December 31, 2020 · Ishares China Large-cap ETF · Ishares Msci France ETF · Ishares Msci Acwi ETF

Everhart Financial Group, Inc. $1.62B

495 positions · as of September 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · SPDR Series Trust

Strategy Capital LLC $1.62B

11 positions · as of June 30, 2026 · Cloudflare Inc · Axon Enterprise Inc · Datadog Inc

Clear Harbor Asset Management, LLC $1.62B

450 positions · as of June 30, 2026 · Flex Ltd · Apple Inc · Alphabet Inc

American Assets Investment Management, LLC $1.62B

137 positions · as of September 30, 2026 · Bank Of Amer Corp · Wells Fargo & Co · Apple Inc

Morningstar Investment Management LLC $1.62B

317 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Series Trust

NAPLES GLOBAL ADVISORS, LLC $1.62B

466 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Index Fds

FRONTIER INVESTMENT MGMT CO $1.62B

278 positions · as of June 30, 2020 · Apple Computer Inc · Berkshire Hathaway Cl B · Visa Inc

Coastal Bridge Advisors, LLC $1.62B

471 positions · as of June 30, 2026 · Ishares Tr · Lionsgate Studios Corp · Alphabet Inc

Strategic Wealth Partners, Ltd. $1.62B

1462 positions · as of June 30, 2026 · Swp Growth & Income ETF · Ishares Mbs ETF · Microsoft Corp Com

Cortina Asset Management, LLC $1.62B

174 positions · as of June 30, 2019 · Chart Industries Inc · Avalara Inc · Altair Engineering Inc - A

Winthrop Advisory Group LLC $1.61B

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

TDAM USA INC. $1.61B

240 positions · as of December 31, 2021 · Microsoft Corp · Berkshire Hathaway Inc Del · Icon PLC

Recurrent Investment Advisors LLC $1.61B

71 positions · as of June 30, 2026 · Targa Res Corp · Cenovus Energy Inc · Energy Transfer L P

Sound View Wealth Advisors Group, LLC $1.61B

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

Capital Investment Advisory Services, LLC $1.61B

1336 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

BTG Pactual Asset Management US LLC $1.61B

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

BLUESTEIN R H & CO LLC $1.61B

340 positions · as of September 30, 2022 · Apple Inc · Amazon.com Inc · Alphabet Inc Cl C

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