Managers

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

Willow Creek Wealth Management Inc. $1.52B

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

DLD Asset Management, LP $1.51B

448 positions · as of June 30, 2026 · Echostar Corp · Ionis Pharmaceuticals Inc · Wolfspeed Inc

Parkside Financial Bank & Trust $1.51B

3076 positions · as of September 30, 2026 · Blackrock Inc · Ishares Tr · Vanguard Scottsdale Fds

Fairmount Funds Management LLC $1.51B

12 positions · as of June 30, 2026 · Oruka Therapeutics Inc · Dianthus Therapeutics Inc · Damora Therapeutics Inc

Arete Wealth Advisors, LLC $1.51B

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

Hodges Capital Management Inc. $1.51B

223 positions · as of June 30, 2026 · Terawulf Inc · Micron Technology Inc · Texas Pacific Land Corporation

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI $1.51B

160 positions · as of September 30, 2026 · Advanced Micro Devices · Apple · Alphabet C

RUSH ISLAND MANAGEMENT, LP $1.51B

22 positions · as of June 30, 2026 · Invitation Homes Inc · Essex Ppty Tr Inc · Nnn REIT Inc

MERITAGE PORTFOLIO MANAGEMENT $1.51B

322 positions · as of December 31, 2025 · Apple Inc · Alphabet Inc Cl A · Microsoft Corp

Tensor Edge Capital, LLC $1.51B

18 positions · as of June 30, 2026 · Micron Technology Inc · Intel Corp · Marvell Technology Inc

Hikari Tsushin, Inc. $1.51B

76 positions · as of June 30, 2026 · Berkshire Hathaway Inc-cl A · Alphabet Inc-cl A · Invesco Senior Loan ETF

Perennial Investment Advisors, LLC $1.51B

585 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · Invesco Exchange Traded Fd T

Fusion Family Wealth, LLC $1.51B

50 positions · as of June 30, 2026 · Invesco Exch Traded Fd Tr Ii · Vanguard Index Fds · Vanguard Tax-managed Fds

BANK HAPOALIM BM $1.5B

117 positions · as of June 30, 2026 · Tesla Inc · Ishares Tr · State Str SPDR S&P 500 ETF T

First Heartland Consultants, Inc. $1.5B

592 positions · as of September 30, 2026 · Ishares Tr · ETF Ser Solutions · SPDR Series Trust

Emerald Investment Advisers, LLC $1.5B

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

Herr Investment Group LLC $1.5B

71 positions · as of June 30, 2024 · Vaneck ETF Trust · Apple Inc · Chipotle Mexican Grill Inc

Advisor OS, LLC $1.5B

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

Verity & Verity, LLC $1.5B

139 positions · as of September 30, 2026 · Dell Technologies Inc · Broadcom Inc · State Str Corp

NEXPOINT ASSET MANAGEMENT, L.P. $1.5B

70 positions · as of June 30, 2026 · Nexpoint Real Estate Fin Inc · Nuvalent Inc · Global Business Travel Group

Magnus Financial Group LLC $1.5B

413 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

Ethos Financial Group, LLC $1.5B

648 positions · as of June 30, 2026 · Relative Sentiment Tactical Allocation ETF · Schwab U.s. Broad Market ETF · Vanguard S&P 500 ETF

Johns Hopkins University $1.5B

18 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · Ishares Inc

N.E.W. Advisory Services LLC $1.5B

980 positions · as of June 30, 2026 · Vanguard Index Fds · SPDR Ser Tr · J P Morgan Exchange Traded F

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