Managers | Understand Stock

DP

DDD Partners, LLC $1.6B

165 positions · as of June 30, 2026 · Microsoft Corp · Berkshire Hathaway Inc Del · Apple Inc

GL

Good Life Advisors, LLC $1.6B

501 positions · as of June 30, 2025 · SPDR Series Trust · Ishares Tr · First Tr Exchange-traded Fd

I

Investure, LLC $1.6B

17 positions · as of June 30, 2026 · Vanguard Index Fds · J P Morgan Exchange Traded F · Ishares Tr

IA

IMA Advisory Services, Inc. $1.6B

1393 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Esg Optimized Msci Usa ETF · Ishares Esg Advanced Msci Eafe ETF

AA

ALPINE ASSOCIATES MANAGEMENT INC. $1.6B

66 positions · as of June 30, 2026 · Norfolk Southn Corp · Chart Inds Inc · Qorvo Inc

AI

AVITY INVESTMENT MANAGEMENT INC. $1.6B

120 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc · Palo Alto Networks Inc

BH

Beaird Harris Wealth Management, LLC $1.6B

707 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Index Fds

GF

Global Financial Private Capital, Inc $1.59B

388 positions · as of June 30, 2020 · J P Morgan Exchange-traded F Ultra Shrt Inc · Ssga Active ETF Tr SPDR Tr Tactic · Ishares Tr Iboxx Inv Cp ETF

DE

Devon Energy Corp/DE $1.59B

2 positions · as of June 30, 2026 · Fervo Energy Co · Waterbridge Infrastructure L

JC

Janney Capital Management LLC $1.59B

253 positions · as of December 31, 2025 · Ishs Core Msci Eafe ETF · St Str Tech Sel SPDR ETF · St Str Commn Svc Sel ETF

BF

Beaumont Financial Advisors, LLC $1.59B

383 positions · as of September 30, 2026 · Apple Inc Com · Alphabet Inc Cap Stk Cl A · Ishares Core S&P 500 ETF

BC

Beacon Capital Management, Inc. $1.59B

141 positions · as of September 30, 2026 · Vanguard World Fd · Invesco Qqq Tr · SPDR Series Trust

AD

Asset Dedication, LLC $1.59B

1242 positions · as of June 30, 2026 · Dimensional ETF Trust · Invesco Exch Trd Slf Idx Fd · Ishares Tr

NM

NEA Management Company, LLC $1.59B

26 positions · as of June 30, 2026 · Trevi Therapeutics, Inc. · Mbx Biosciences, Inc. · Monte Rosa Therapeutics, Inc.

CC

Cryder Capital Partners LLP $1.59B

10 positions · as of June 30, 2026 · Alphabet Inc · Thermo Fisher Scientific Inc · Microsoft Corp

AC

AIGH Capital Management LLC $1.59B

45 positions · as of June 30, 2026 · Sandisk Corp · Ishares Tr · Invesco Qqq Tr

SW

SVB WEALTH LLC $1.59B

384 positions · as of June 30, 2026 · Apple Inc · Ishares Russell Top 200 Growth · Ishares Trust Core Msci Eafe E

GC

GSA CAPITAL PARTNERS LLP $1.59B

1692 positions · as of June 30, 2026 · Vanguard Scottsdale Fds · Ishares Tr · SPDR Series Trust

YI

YHB Investment Advisors, Inc. $1.59B

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

W

Wealthquest Corp $1.59B

177 positions · as of June 30, 2026 · Vanguard Large Cap ETF · Ishares Core Msci Eafe · Innovator Us Equity 10 Buffer

ZB

Zions Bancorporation, N.A. $1.59B

862 positions · as of December 31, 2024 · Ishares Russell Mid-cap Value · Ishares Core S&P 500 ETF · Vanguard Total Stock Market Et

BD

BALASA DINVERNO & FOLTZ LLC $1.58B

336 positions · as of September 30, 2022 · Dfa Us Marketwide Value ETF · Ishares Russell 1000 Growth ETF · Vanguard Small-cap Growth ETF

SS

Sunbelt Securities, Inc. $1.58B

2954 positions · as of March 31, 2026 · Exxon Mobil Corp Com · Nvidia Corporation Com · Apple Inc Com

FW

Falcon Wealth Planning $1.58B

248 positions · as of June 30, 2026 · American Centy ETF Tr · Karman Hldgs Inc · Vanguard Index Fds