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13F Funds

3904 funds
Sort: AUM ↓ Holdings Name
Fund AUM Positions Period Type
Troy Asset Management Ltd $3.4B 30 Mar 2026 investment adviser
HARTFORD INVESTMENT MANAGEMENT CO $3.3B 497 Dec 2025 —
INDEPENDENT FINANCIAL GROUP, LLC $3.3B 1,386 Mar 2026 investment adviser
Foster Group, Inc. $3.3B 300 Dec 2025 —
PARK NATIONAL CORP /OH/ $3.3B 605 Mar 2026 —
CX Institutional $3.3B 1,548 Mar 2026 other
SteelPeak Wealth, LLC $3.3B 575 Mar 2026 other
Moran Wealth Management, LLC $3.3B 780 Mar 2026 investment adviser
Karpus Management, Inc. $3.3B 214 Dec 2025 —
Stonehage Fleming Financial Services Holdings Ltd $3.3B 269 Dec 2025 —
FIRST NATIONAL BANK OF OMAHA $3.2B 852 Mar 2026 bank
Shaolin Capital Management LLC $3.2B 405 Dec 2025 —
EXENCIAL WEALTH ADVISORS, LLC $3.2B 568 Mar 2026 —
STOCK YARDS BANK & TRUST CO $3.2B 694 Mar 2026 bank
NorthCrest Asset Manangement, LLC $3.2B 766 Mar 2026 other
DAYMARK WEALTH PARTNERS, LLC $3.2B 739 Mar 2026 investment adviser
BNP PARIBAS $3.1B 641 Mar 2026 —
Lindsell Train Ltd $3.1B 27 Mar 2026 other
Metropolis Capital Ltd $3.1B 15 Dec 2025 —
BRAIDWELL LP $3.1B 73 Dec 2025 —
Dynamic Advisor Solutions LLC $3.1B 932 Dec 2025 —
Krilogy Financial LLC $3.1B 990 Mar 2026 other
Wedmont Private Capital $3.1B 838 Mar 2026 other
Cohen Klingenstein LLC $3.1B 205 Mar 2026 other
Gallagher Fiduciary Advisors, LLC $3.1B 331 Dec 2025 —
Focused Investors LLC $3.1B 22 Mar 2026 —
Members Trust Co $3.1B 248 Dec 2025 —
ARGA Investment Management, LP $3.0B 109 Mar 2026 —
MUFG BANK, LTD. $3.0B 5 Mar 2026 bank
Dixon Mitchell Investment Counsel Inc. $3.0B 145 Dec 2025 —
Joel Isaacson & Co., LLC $3.0B 455 Mar 2026 other
Constellation Investments, Inc. $3.0B 19 Mar 2026 —
CONNING INC. $3.0B 311 Mar 2026 —
BRAUN STACEY ASSOCIATES INC $3.0B 112 Mar 2026 —
Cartenna Capital, LP $3.0B 48 Dec 2025 —
Narodna banka Slovenska $3.0B 3 Mar 2026 other
TEXAS PERMANENT SCHOOL FUND CORP $3.0B 8 Jun 2025 —
J.W. COLE ADVISORS, INC. $3.0B 785 Mar 2026 investment adviser
WASHINGTON TRUST Co $3.0B 558 Mar 2026 bank
Fifth Third Wealth Advisors LLC $3.0B 812 Mar 2026 —
Munro Partners $3.0B 59 Mar 2026 other
Hosking Partners LLP $2.9B 114 Dec 2025 —
CoreCap Advisors, LLC $2.9B 2,937 Mar 2026 investment adviser
Spire Wealth Management $2.9B 2,413 Mar 2026 —
BCV Asset Management Inc. $2.9B 120 Mar 2026 investment adviser
TOKIO MARINE ASSET MANAGEMENT CO LTD $2.9B 524 Dec 2025 —
Calamos Wealth Management LLC $2.9B 470 Dec 2025 —
Dorsal Capital Management, LP $2.9B 22 Dec 2025 —
MACKAY SHIELDS LLC $2.9B 340 Dec 2025 —
Covea Finance $2.9B 146 Mar 2026 other
WINTON GROUP Ltd $2.9B 1,080 Mar 2026 —
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. $2.8B 462 Mar 2026 other
Fulton Bank, N.A. $2.8B 928 Mar 2026 bank
BIP Wealth, LLC $2.8B 456 Dec 2025 —
HENNESSY ADVISORS INC $2.8B 283 Dec 2025 —
SCHWARTZ INVESTMENT COUNSEL INC $2.8B 129 Mar 2026 investment adviser
Main Management ETF Advisors, LLC $2.8B 124 Dec 2025 —
James Hambro & Partners LLP $2.8B 55 Dec 2025 —
Focus Financial Network, Inc. $2.8B 729 Mar 2026 —
Valpey Financial Services, LLC $2.8B 72 Dec 2025 —
American Family Investments, Inc. $2.8B 11 Dec 2025 —
CWA Asset Management Group, LLC $2.8B 643 Dec 2025 —
ZWJ INVESTMENT COUNSEL INC $2.8B 241 Mar 2026 investment adviser
Yaupon Capital Management LP $2.8B 108 Dec 2025 —
Prana Capital Management, LP $2.8B 115 Dec 2025 —
Avidian Wealth Enterprises, LLC $2.7B 576 Dec 2025 —
GLOBALT Investments LLC / GA $2.7B 204 Dec 2025 —
CBIZ Investment Advisory Services, LLC $2.7B 422 Mar 2026 —
PROFUND ADVISORS LLC $2.7B 1,092 Mar 2026 investment adviser
MIRAE ASSET SECURITIES (USA) INC. $2.7B 153 Mar 2026 other
GC Wealth Management RIA, LLC $2.7B 649 Dec 2025 —
Sowell Financial Services LLC $2.7B 1,106 Dec 2025 —
EverSource Wealth Advisors, LLC $2.7B 19,481 Dec 2025 —
Cornerstone Advisors, LLC $2.7B 99 Mar 2026 investment adviser
Arizona PSPRS Trust $2.7B 10 Mar 2026 other
Delta Accumulation, LLC $2.7B 194 Dec 2025 —
BRIGHTON JONES LLC $2.7B 55 Dec 2025 —
Leonteq Securities AG $2.7B 1,305 Mar 2026 other
PEREGRINE CAPITAL MANAGEMENT LLC $2.7B 290 Mar 2026 investment adviser
Laurion Capital Management LP $2.7B 306 Dec 2025 —
Ameritas Advisory Services, LLC $2.7B 926 Dec 2025 —
Johnson Financial Group, Inc. $2.7B 1,369 Dec 2025 —
Welch Group, LLC $2.7B 310 Mar 2026 other
Azimuth Capital Investment Management LLC $2.7B 300 Mar 2026 —
Banque Cantonale Vaudoise $2.7B 960 Mar 2026 —
PARTNERS CAPITAL INVESTMENT GROUP, LLP $2.7B 174 Mar 2026 —
FIRST FOUNDATION ADVISORS $2.7B 583 Dec 2025 —
Cercano Management LLC $2.6B 171 Dec 2025 —
SECURIAN ASSET MANAGEMENT, INC $2.6B 928 Dec 2025 —
Balentine LLC $2.6B 224 Dec 2025 —
FIRST MERCHANTS CORP $2.6B 501 Mar 2026 —
Capital Asset Advisory Services LLC $2.6B 299 Mar 2026 investment adviser
PITTENGER & ANDERSON INC $2.6B 508 Dec 2025 —
GM Advisory Group, LLC $2.6B 377 Mar 2026 —
Alphabet Inc. $2.6B 32 Dec 2025 —
Cornerstone Investment Partners, LLC $2.6B 219 Dec 2025 —
Rakuten Group, Inc. $2.6B 3 Mar 2026 —
ST GERMAIN D J CO INC $2.6B 925 Dec 2025 —
Waldron Private Wealth LLC $2.6B 342 Mar 2026 investment adviser
Y.D. More Investments Ltd $2.6B 574 Mar 2026 other
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