Institutions with $1B to $10B AUM (2434 funds)
2434 institutions currently have assets under management $1B to $10B, ranked below by AUM.
BC
Brookstone Capital Management
CIK 0001599584
Total reported value
$10.0B
1,308 stks
2026-06-30
Concentration2.6
Portfolio Stability0.0
Sector conviction58.6
View detail
AI
Atria Investments, Inc
CIK 0001535865
Total reported value
$10.0B
2,111 stks
2026-06-30
Concentration1.9
Portfolio Stability0.0
Sector conviction45.1
View detail
HT
HNA Tourism Group Co., Ltd.
CIK 0001701408
Total reported value
$9.9B
4 stks
2017-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability16.5
Sector conviction100.0
View detail
SW
Stratos Wealth Partners, LTD.
CIK 0001612865
Total reported value
$9.9B
1,690 stks
2026-06-30
Concentration2.9
Portfolio Stability26.7
Sector conviction63.4
View detail
LA
Longview Asset Management, LLC
CIK 0001086477
Total reported value
$9.9B
4 stks
2026-06-30
Concentration100.0
Portfolio Stability3.4
Sector conviction100.0
View detail
TC
Tortoise Capital Advisors, L.l.c.
CIK 0001280965
Total reported value
$9.8B
111 stks
2026-06-30
Concentration19.6
Portfolio Stability20.5
Sector conviction100.0
View detail
Altimeter Capital Management, LP
CIK 0001541617
Total reported value
$9.8B
20 stks
2026-06-30
Concentration38.6
Portfolio Stability65.6
Sector conviction100.0
View detail
HT
Hershey Trust Co
CIK 0000908551
Total reported value
$9.8B
2 stks
2026-06-30
Concentration100.0
Portfolio Stability18.0
Sector conviction100.0
View detail
PV
Partners Value Investments L.P.
CIK 0001162777
Total reported value
$9.8B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability5.0
Sector conviction100.0
View detail
BR
Baird Robert W & Co Inc /wi/
CIK 0000810972
Total reported value
$9.8B
1,329 stks
2015-03-31
Stale — no recent filing
Concentration1.9
Portfolio Stability27.1
Sector conviction49.1
View detail
RI
Rs Investment Management Co LLC
CIK 0001085256
Total reported value
$9.7B
382 stks
2016-06-30
Stale — no recent filing
Concentration2.5
Portfolio Stability36.9
Sector conviction55.2
View detail
FI
Foundations Investment Advisors, LLC
CIK 0001743404
Total reported value
$9.7B
1,687 stks
2026-06-30
Concentration3.9
Portfolio Stability40.2
Sector conviction52.9
View detail
AV
ASR Vermogensbeheer N.V.
CIK 0001916757
Total reported value
$9.7B
460 stks
2026-06-30
Concentration7.2
Portfolio Stability36.4
Sector conviction55.5
View detail
SC
Starlite Capital INC
CIK 0002147007
Total reported value
$9.7B
14 stks
2026-06-30
Concentration38.9
Portfolio Stability0.0
Sector conviction83.9
View detail
EM
Edgewood Management LLC
CIK 0000860561
Total reported value
$9.7B
90 stks
2026-06-30
Concentration21.6
Portfolio Stability60.0
Sector conviction83.7
View detail
GG
Gilder Gagnon Howe & Co LLC
CIK 0000902464
Total reported value
$9.7B
274 stks
2026-06-30
Concentration6.4
Portfolio Stability38.6
Sector conviction65.7
View detail
BS
Buckingham Strategic Wealth, LLC
CIK 0001542421
Total reported value
$9.7B
805 stks
2024-06-30
Stale — no recent filing
Concentration15.6
Portfolio Stability0.0
Sector conviction47.3
View detail
OA
Oppenheimer Asset Management Inc.
CIK 0001269119
Total reported value
$9.6B
3,258 stks
2026-06-30
Concentration2.5
Portfolio Stability24.9
Sector conviction43.1
View detail
DM
Deerfield Management Company, L.p.
CIK 0001009258
Total reported value
$9.6B
82 stks
2026-06-30
Concentration26.6
Portfolio Stability37.6
Sector conviction100.0
View detail
BT
Blue Trust, Inc.
CIK 0001856022
Total reported value
$9.5B
3,745 stks
2026-06-30
Concentration15.1
Portfolio Stability15.8
Sector conviction43.0
View detail
WA
Weiss Asset Management LP
CIK 0001357550
Total reported value
$9.5B
624 stks
2026-06-30
Concentration13.8
Portfolio Stability100.0
Sector conviction100.0
View detail
MS
MUFG Securities EMEA plc
CIK 0001597694
Total reported value
$9.5B
575 stks
2026-06-30
Concentration7.0
Portfolio Stability78.6
Sector conviction58.5
View detail
VF
Vest Financial, LLC
CIK 0001709632
Total reported value
$9.5B
583 stks
2026-06-30
Concentration2.7
Portfolio Stability25.9
Sector conviction45.6
View detail
AS
Allianz Se
CIK 0001127508
Total reported value
$9.5B
878 stks
2026-06-30
Concentration27.1
Portfolio Stability17.2
Sector conviction46.3
View detail
AC
Advisors Capital Management, LLC
CIK 0001345576
Total reported value
$9.4B
634 stks
2026-06-30
Concentration3.8
Portfolio Stability22.2
Sector conviction43.1
View detail
VA
Valmark Advisers, Inc.
CIK 0001380443
Total reported value
$9.4B
728 stks
2026-06-30
Concentration11.6
Portfolio Stability13.2
Sector conviction57.3
View detail
AA
Aegon Asset Management UK PLC
CIK 0001539994
Total reported value
$9.4B
172 stks
2026-06-30
Concentration10.2
Portfolio Stability41.5
Sector conviction70.0
View detail
OA
OP Asset Management Ltd
CIK 0002097005
Total reported value
$9.4B
765 stks
2026-06-30
Concentration7.9
Portfolio Stability0.0
Sector conviction67.0
View detail
MW
Modera Wealth Management, LLC
CIK 0001542143
Total reported value
$9.4B
650 stks
2026-06-30
Concentration7.7
Portfolio Stability13.5
Sector conviction64.6
View detail
O&
Oppenheimer & Co Inc
CIK 0000822581
Total reported value
$9.4B
1,759 stks
2026-06-30
Concentration2.7
Portfolio Stability23.7
Sector conviction52.0
View detail
SI
Stephens Investment Management Group LLC
CIK 0001314440
Total reported value
$9.3B
176 stks
2026-06-30
Concentration3.5
Portfolio Stability38.6
Sector conviction58.5
View detail
CF
Cantor Fitzgerald, L. P.
CIK 0001024896
Total reported value
$9.3B
334 stks
2026-06-30
Concentration31.2
Portfolio Stability100.0
Sector conviction100.0
View detail
MU
Mirova US LLC
CIK 0001802900
Total reported value
$9.3B
45 stks
2026-06-30
Concentration15.3
Portfolio Stability17.6
Sector conviction68.2
View detail
OP
Oregon Public Employees Retirement Fund
CIK 0001107314
Total reported value
$9.3B
1,509 stks
2026-06-30
Concentration5.8
Portfolio Stability24.7
Sector conviction55.3
View detail
CL
Compagnie Lombard Odier SCmA
CIK 0001615423
Total reported value
$9.2B
717 stks
2026-06-30
Concentration13.0
Portfolio Stability23.7
Sector conviction56.9
View detail
CC
Causeway Capital Management LLC
CIK 0001165797
Total reported value
$9.2B
122 stks
2026-06-30
Concentration31.0
Portfolio Stability52.3
Sector conviction58.1
View detail
CM
CHURCHILL MANAGEMENT Corp
CIK 0001094749
Total reported value
$9.2B
164 stks
2025-06-30
Stale — no recent filing
Concentration20.7
Portfolio Stability0.0
Sector conviction65.4
View detail
FT
Fiduciary Trust Co
CIK 0000035442
Total reported value
$9.2B
1,589 stks
2026-06-30
Concentration12.4
Portfolio Stability14.8
Sector conviction53.0
View detail
BP
BC Partners Advisors L.P.
CIK 0001711889
Total reported value
$9.2B
3 stks
2024-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
PA
Pinnacle Associates LTD
CIK 0000743127
Total reported value
$9.2B
972 stks
2026-06-30
Concentration4.0
Portfolio Stability22.1
Sector conviction56.5
View detail
UB
Union Bancaire Privee, UBP SA
CIK 0001716607
Total reported value
$9.2B
491 stks
2026-06-30
Concentration16.9
Portfolio Stability0.0
Sector conviction89.6
View detail
HI
Horizon Investments, LLC
CIK 0001560717
Total reported value
$9.1B
1,421 stks
2026-06-30
Concentration5.4
Portfolio Stability38.6
Sector conviction51.9
View detail
SF
Summit Financial, LLC
CIK 0001765536
Total reported value
$9.1B
1,580 stks
2026-06-30
Concentration4.2
Portfolio Stability26.0
Sector conviction57.7
View detail
CL
Choreo, LLC
CIK 0001679031
Total reported value
$9.1B
1,690 stks
2026-06-30
Concentration5.8
Portfolio Stability17.0
Sector conviction52.6
View detail
KP
Kestra Private Wealth Services, LLC
CIK 0001649451
Total reported value
$9.1B
1,817 stks
2026-06-30
Concentration2.4
Portfolio Stability0.0
Sector conviction54.9
View detail
ME
Municipal Employees' Retirement System of Michigan
CIK 0001588873
Total reported value
$9.1B
32 stks
2026-06-30
Concentration32.0
Portfolio Stability10.8
Sector conviction100.0
View detail
WT
Wellcome Trust LTD
CIK 0001026720
Total reported value
$9.0B
20 stks
2026-06-30
Concentration26.2
Portfolio Stability15.7
Sector conviction55.7
View detail
RR
River Road Asset Management, LLC
CIK 0001341401
Total reported value
$9.0B
175 stks
2026-06-30
Concentration5.0
Portfolio Stability0.0
Sector conviction34.3
View detail
PE
Platinum Equity Advisors, LLC/DE
CIK 0001803274
Total reported value
$9.0B
6 stks
2026-06-30
Concentration100.0
Portfolio Stability23.9
Sector conviction0.0
View detail
AM
Apollo Management Holdings, L.P.
CIK 0001449434
Total reported value
$8.9B
88 stks
2026-06-30
Concentration27.0
Portfolio Stability69.0
Sector conviction79.4
View detail
YC
Yousif Capital Management, LLC
CIK 0001858789
Total reported value
$8.9B
1,665 stks
2026-06-30
Concentration4.1
Portfolio Stability20.6
Sector conviction49.1
View detail
AI
Analytic Investors, LLC
CIK 0001086137
Total reported value
$8.9B
1,106 stks
2016-09-30
Stale — no recent filing
Concentration4.5
Portfolio Stability44.4
Sector conviction61.1
View detail
SI
Stephens Inc /ar/
CIK 0000757657
Total reported value
$8.9B
1,332 stks
2026-06-30
Concentration2.9
Portfolio Stability18.0
Sector conviction43.1
View detail
GR
Gardner Russo & Quinn LLC
CIK 0000860643
Total reported value
$8.9B
85 stks
2026-06-30
Concentration30.6
Portfolio Stability10.7
Sector conviction64.0
View detail
AM
Aspex Management
CIK 0001768375
Total reported value
$8.9B
28 stks
2026-06-30
Concentration33.0
Portfolio Stability67.4
Sector conviction100.0
View detail
IM
Illinois Municipal Retirement Fund
CIK 0001541910
Total reported value
$8.9B
1,120 stks
2026-06-30
Concentration2.7
Portfolio Stability31.0
Sector conviction42.9
View detail
MI
Madison Investment Advisors, LLC
CIK 0001507115
Total reported value
$8.9B
335 stks
2024-12-31
Stale — no recent filing
Concentration5.3
Portfolio Stability0.0
Sector conviction50.5
View detail
WJ
Williams Jones Wealth Management, LLC.
CIK 0001788587
Total reported value
$8.9B
587 stks
2026-06-30
Concentration10.0
Portfolio Stability21.3
Sector conviction50.3
View detail
FA
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
CIK 0001537626
Total reported value
$8.9B
539 stks
2024-06-30
Stale — no recent filing
Concentration6.9
Portfolio Stability0.0
Sector conviction56.8
View detail
LG
LGT Group Foundation
CIK 0001911278
Total reported value
$8.8B
1,086 stks
2026-06-30
Concentration11.3
Portfolio Stability27.9
Sector conviction53.6
View detail
VT
Vise Technologies, Inc.
CIK 0001812090
Total reported value
$8.8B
1,774 stks
2026-06-30
Concentration3.3
Portfolio Stability69.7
Sector conviction47.8
View detail
AS
Advisory Services Network, LLC
CIK 0001573876
Total reported value
$8.8B
9,871 stks
2026-06-30
Concentration2.3
Portfolio Stability26.4
Sector conviction57.3
View detail
MT
Midwest Trust Co
CIK 0002077080
Total reported value
$8.8B
606 stks
2026-06-30
Concentration5.2
Portfolio Stability0.0
Sector conviction47.4
View detail
HK
Horizon Kinetics Asset Management LLC
CIK 0001056823
Total reported value
$8.8B
351 stks
2026-06-30
Concentration99.7
Portfolio Stability17.8
Sector conviction100.0
View detail
M&
Manning & Napier Group, LLC
CIK 0001725248
Total reported value
$8.8B
482 stks
2024-03-31
Stale — no recent filing
Concentration6.1
Portfolio Stability0.0
Sector conviction39.6
View detail
SF
Synovus Financial CORP
CIK 0000018349
Total reported value
$8.7B
1,549 stks
2025-09-30
Stale — no recent filing
Concentration10.2
Portfolio Stability22.0
Sector conviction57.0
View detail
PG
Peapack Gladstone Financial CORP
CIK 0001050743
Total reported value
$8.7B
1,390 stks
2026-06-30
Concentration4.1
Portfolio Stability17.1
Sector conviction44.3
View detail
AC
Athyrium Capital Management, LP
CIK 0001728001
Total reported value
$8.7B
2 stks
2024-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
Greenhaven Associates Inc
CIK 0000846222
Total reported value
$8.7B
28 stks
2026-06-30
Concentration30.2
Portfolio Stability38.8
Sector conviction100.0
View detail
C&
Cooke & Bieler LP
CIK 0000024386
Total reported value
$8.6B
147 stks
2026-06-30
Concentration6.5
Portfolio Stability19.5
Sector conviction50.0
View detail
S&
Sarasin & Partners LLP
CIK 0001510481
Total reported value
$8.5B
94 stks
2026-06-30
Concentration16.7
Portfolio Stability21.3
Sector conviction54.5
View detail
NM
Northwestern Mutual Investment Management Company, LLC
CIK 0001629649
Total reported value
$8.5B
880 stks
2026-06-30
Concentration22.9
Portfolio Stability30.9
Sector conviction50.5
View detail
CW
Composition Wealth, LLC
CIK 0001585859
Total reported value
$8.5B
1,004 stks
2026-06-30
Concentration5.9
Portfolio Stability21.5
Sector conviction59.6
View detail
RB
Raiffeisen Bank International AG
CIK 0002044885
Total reported value
$8.5B
861 stks
2026-06-30
Concentration7.0
Portfolio Stability29.6
Sector conviction70.3
View detail
QI
QS Investors, LLC
CIK 0001501436
Total reported value
$8.5B
1,094 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability100.0
Sector conviction50.4
View detail
AG
Algert Global LLC
CIK 0001275218
Total reported value
$8.4B
1,234 stks
2026-06-30
Concentration1.1
Portfolio Stability62.7
Sector conviction41.3
View detail
SB
Segall Bryant & Hamill, LLC
CIK 0001006378
Total reported value
$8.4B
590 stks
2026-06-30
Concentration1.9
Portfolio Stability38.6
Sector conviction49.2
View detail
AI
Allen Investment Management, LLC
CIK 0001326234
Total reported value
$8.4B
227 stks
2026-06-30
Concentration10.9
Portfolio Stability0.0
Sector conviction62.9
View detail
DK
Davidson Kempner Capital Management LP
CIK 0001595082
Total reported value
$8.4B
241 stks
2026-06-30
Concentration12.3
Portfolio Stability88.9
Sector conviction61.0
View detail
OC
OpenArc Corporate Advisory, LLC
CIK 0002111345
Total reported value
$8.4B
789 stks
2026-06-30
Concentration7.2
Portfolio Stability0.0
Sector conviction64.8
View detail
HC
Howard Capital Management, LLC
CIK 0001733173
Total reported value
$8.4B
423 stks
2026-06-30
Concentration16.5
Portfolio Stability0.0
Sector conviction72.2
View detail
MW
Modern Wealth Management, LLC
CIK 0002001900
Total reported value
$8.4B
3,022 stks
2026-06-30
Concentration3.7
Portfolio Stability51.9
Sector conviction62.7
View detail
AA
Andra AP-fonden
CIK 0001535452
Total reported value
$8.4B
396 stks
2026-03-31
Concentration7.8
Portfolio Stability73.0
Sector conviction56.1
View detail
FI
Flputnam Investment Management Co
CIK 0001140334
Total reported value
$8.4B
655 stks
2026-06-30
Concentration10.0
Portfolio Stability0.0
Sector conviction74.3
View detail
MA
Madison Asset Management, LLC
CIK 0001299351
Total reported value
$8.4B
347 stks
2026-06-30
Concentration4.7
Portfolio Stability22.8
Sector conviction52.2
View detail
GF
Gf Fund Management Co. LTD.
CIK 0002057060
Total reported value
$8.3B
589 stks
2026-06-30
Concentration12.1
Portfolio Stability0.0
Sector conviction100.0
View detail
DP
Degroof Petercam Asset Management
CIK 0001998532
Total reported value
$8.3B
625 stks
2024-03-31
Stale — no recent filing
Concentration9.7
Portfolio Stability0.0
Sector conviction59.8
View detail
GL
Groupe la Francaise
CIK 0002056088
Total reported value
$8.3B
568 stks
2026-06-30
Concentration8.7
Portfolio Stability37.7
Sector conviction59.7
View detail
PS
Principal Securities, Inc.
CIK 0000012600
Total reported value
$8.3B
1,539 stks
2026-06-30
Concentration3.9
Portfolio Stability0.0
Sector conviction51.3
View detail
CF
Citizens Financial Group Inc/ri
CIK 0000759944
Total reported value
$8.3B
1,257 stks
2026-06-30
Concentration6.9
Portfolio Stability20.8
Sector conviction55.5
View detail
Icahn Carl C
CIK 0000921669
Total reported value
$8.3B
18 stks
2026-06-30
Concentration100.0
Portfolio Stability12.3
Sector conviction88.3
View detail
MA
Marathon Asset Management LLP
CIK 0001040592
Total reported value
$8.3B
98 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability93.1
Sector conviction49.9
View detail
KW
Kingsview Wealth Management, LLC
CIK 0001791965
Total reported value
$8.3B
1,574 stks
2026-06-30
Concentration3.1
Portfolio Stability31.1
Sector conviction66.1
View detail
AW
Apollon Wealth Management, LLC
CIK 0001764387
Total reported value
$8.2B
1,590 stks
2026-06-30
Concentration3.5
Portfolio Stability33.8
Sector conviction58.4
View detail
W&
Welch & Forbes LLC
CIK 0000105495
Total reported value
$8.2B
388 stks
2026-06-30
Concentration9.1
Portfolio Stability12.2
Sector conviction46.2
View detail
BI
Bridges Investment Management Inc
CIK 0001007295
Total reported value
$8.2B
906 stks
2026-06-30
Concentration9.0
Portfolio Stability16.9
Sector conviction54.0
View detail
SC
Saturna Capital CORP
CIK 0001316617
Total reported value
$8.2B
140 stks
2026-06-30
Concentration17.6
Portfolio Stability24.3
Sector conviction94.4
View detail
FW
Ferguson Wellman Capital Management, Inc
CIK 0000869353
Total reported value
$8.2B
552 stks
2026-06-30
Concentration8.4
Portfolio Stability23.4
Sector conviction52.3
View detail
BP
Ballentine Partners, LLC
CIK 0001374889
Total reported value
$8.2B
2,656 stks
2026-06-30
Concentration32.0
Portfolio Stability0.0
Sector conviction63.7
View detail
MW
Mission Wealth Management, LP
CIK 0001645382
Total reported value
$8.2B
1,069 stks
2026-06-30
Concentration11.4
Portfolio Stability52.3
Sector conviction95.0
View detail
AC
Armistice Capital, LLC
CIK 0001601086
Total reported value
$8.2B
341 stks
2026-06-30
Concentration54.1
Portfolio Stability50.9
Sector conviction100.0
View detail
Soros Fund Management LLC
CIK 0001029160
Total reported value
$8.1B
266 stks
2026-06-30
Concentration5.3
Portfolio Stability74.0
Sector conviction53.3
View detail
EH
Everett Harris & Co /ca/
CIK 0001009254
Total reported value
$8.1B
292 stks
2026-06-30
Concentration25.9
Portfolio Stability13.2
Sector conviction53.3
View detail
YA
Yacktman Asset Management LP
CIK 0000905567
Total reported value
$8.1B
74 stks
2026-06-30
Concentration13.6
Portfolio Stability23.4
Sector conviction41.6
View detail
FP
First Pacific Advisors, LP
CIK 0001377581
Total reported value
$8.1B
75 stks
2026-06-30
Concentration14.2
Portfolio Stability23.3
Sector conviction46.8
View detail
PI
Perkins Investment Management, LLC
CIK 0001263567
Total reported value
$8.1B
251 stks
2017-03-31
Stale — no recent filing
Concentration3.4
Portfolio Stability29.8
Sector conviction61.5
View detail
CF
Canoe Financial LP
CIK 0001908219
Total reported value
$8.1B
119 stks
2026-06-30
Concentration8.9
Portfolio Stability25.8
Sector conviction41.5
View detail
PP
Peconic Partners LLC
CIK 0001050464
Total reported value
$8.0B
8 stks
2026-06-30
Concentration100.0
Portfolio Stability40.8
Sector conviction100.0
View detail
AS
Altshuler Shaham Ltd
CIK 0001324290
Total reported value
$8.0B
599 stks
2026-06-30
Concentration12.5
Portfolio Stability56.3
Sector conviction80.9
View detail
FW
Frontier Wealth Management LLC
CIK 0001548179
Total reported value
$8.0B
399 stks
2022-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction38.8
View detail
EI
Ethic Inc.
CIK 0001780570
Total reported value
$8.0B
1,358 stks
2026-06-30
Concentration5.7
Portfolio Stability35.2
Sector conviction61.2
View detail
B&
Bartlett & Co. Wealth Management LLC
CIK 0002010186
Total reported value
$8.0B
1,342 stks
2026-06-30
Concentration7.9
Portfolio Stability10.4
Sector conviction48.1
View detail
CC
Coldstream Capital Management Inc
CIK 0001082339
Total reported value
$8.0B
1,386 stks
2026-06-30
Concentration8.6
Portfolio Stability26.6
Sector conviction70.8
View detail
PC
PGIM Custom Harvest LLC
CIK 0001845793
Total reported value
$8.0B
305 stks
2026-06-30
Concentration21.6
Portfolio Stability24.2
Sector conviction69.9
View detail
CW
Circle Wealth Management, LLC
CIK 0001578242
Total reported value
$8.0B
258 stks
2026-06-30
Concentration82.9
Portfolio Stability14.1
Sector conviction100.0
View detail
RP
Railway Pension Investments Ltd
CIK 0001658020
Total reported value
$8.0B
102 stks
2026-06-30
Concentration9.7
Portfolio Stability44.8
Sector conviction76.5
View detail
AG
AIA Group Ltd
CIK 0001522877
Total reported value
$8.0B
407 stks
2026-06-30
Concentration32.8
Portfolio Stability41.7
Sector conviction56.4
View detail
ST
Summit Trail Advisors, LLC
CIK 0001698478
Total reported value
$7.9B
1,474 stks
2026-06-30
Concentration7.4
Portfolio Stability20.9
Sector conviction54.6
View detail
WP
Warburg Pincus & Co.
CIK 0000929408
Total reported value
$7.9B
12 stks
2015-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
GA
Groupama Asset Managment
CIK 0001055969
Total reported value
$7.9B
408 stks
2026-06-30
Concentration10.3
Portfolio Stability28.0
Sector conviction56.9
View detail
IL
Irish Life Investment Managers Ltd.
CIK 0001427274
Total reported value
$7.9B
1,955 stks
2013-06-30
Stale — no recent filing
Concentration2.7
Portfolio Stability0.0
Sector conviction43.7
View detail
FA
F&C Asset Management plc
CIK 0001319184
Total reported value
$7.9B
732 stks
2014-03-31
Stale — no recent filing
Concentration2.3
Portfolio Stability24.6
Sector conviction42.3
View detail
IM
Investment Management Corp of Ontario
CIK 0001811568
Total reported value
$7.9B
657 stks
2026-06-30
Concentration5.2
Portfolio Stability21.1
Sector conviction49.6
View detail
UB
UMB Bank, n.a.
CIK 0000933429
Total reported value
$7.9B
3,168 stks
2026-06-30
Concentration8.6
Portfolio Stability17.1
Sector conviction52.0
View detail
LA
Lyrical Asset Management LP
CIK 0001542302
Total reported value
$7.9B
41 stks
2026-06-30
Concentration16.1
Portfolio Stability22.8
Sector conviction73.4
View detail
PF
Pure Financial Advisors, LLC
CIK 0001571556
Total reported value
$7.9B
636 stks
2026-06-30
Concentration14.5
Portfolio Stability17.6
Sector conviction63.1
View detail
BF
Bleakley Financial Group, LLC
CIK 0001936953
Total reported value
$7.9B
944 stks
2026-06-30
Concentration4.5
Portfolio Stability27.3
Sector conviction54.0
View detail
PC
PointState Capital LP
CIK 0001509842
Total reported value
$7.8B
51 stks
2026-06-30
Concentration20.4
Portfolio Stability100.0
Sector conviction47.4
View detail
M&
Manning & Napier Advisors LLC
CIK 0000062039
Total reported value
$7.8B
865 stks
2026-06-30
Concentration7.3
Portfolio Stability38.9
Sector conviction53.8
View detail
WI
Windhaven Investment Management, Inc.
CIK 0001507640
Total reported value
$7.8B
28 stks
2018-03-31
Stale — no recent filing
Concentration26.5
Portfolio Stability23.6
Sector conviction0.0
View detail
FF
Forum Financial Management, LP
CIK 0001911832
Total reported value
$7.8B
420 stks
2026-06-30
Concentration43.0
Portfolio Stability11.3
Sector conviction56.9
View detail
EM
Elo Mutual Pension Insurance Co
CIK 0001739877
Total reported value
$7.8B
593 stks
2026-06-30
Concentration7.8
Portfolio Stability48.5
Sector conviction62.5
View detail
AA
ABN AMRO Bank N.V.
CIK 0001561082
Total reported value
$7.7B
231 stks
2026-06-30
Concentration10.3
Portfolio Stability41.9
Sector conviction55.8
View detail
AA
Amova Asset Management Americas, Inc.
CIK 0001480751
Total reported value
$7.7B
276 stks
2026-06-30
Concentration9.7
Portfolio Stability28.4
Sector conviction63.1
View detail
Appaloosa LP
CIK 0001656456
Total reported value
$7.7B
27 stks
2026-06-30
Concentration33.2
Portfolio Stability59.0
Sector conviction80.5
View detail
XT
XTX Topco Ltd
CIK 0001828301
Total reported value
$7.7B
4,087 stks
2026-06-30
Concentration0.4
Portfolio Stability100.0
Sector conviction36.1
View detail
EG
Engineers Gate Manager LP
CIK 0001620220
Total reported value
$7.7B
2,192 stks
2026-06-30
Concentration1.2
Portfolio Stability100.0
Sector conviction35.0
View detail
CG
Crossmark Global Holdings, Inc.
CIK 0001539204
Total reported value
$7.7B
1,267 stks
2026-06-30
Concentration4.2
Portfolio Stability0.0
Sector conviction57.2
View detail
CG
Carmignac Gestion
CIK 0001569758
Total reported value
$7.7B
100 stks
2026-06-30
Concentration19.1
Portfolio Stability50.4
Sector conviction64.8
View detail
AC
Aristeia Capital, L.l.c.
CIK 0001080171
Total reported value
$7.7B
788 stks
2026-06-30
Concentration11.8
Portfolio Stability87.3
Sector conviction57.3
View detail
SI
Sb Investment Advisers
CIK 0001731509
Total reported value
$7.7B
9 stks
2026-06-30
Concentration100.0
Portfolio Stability12.5
Sector conviction100.0
View detail
WA
Whitebox Advisors LLC
CIK 0001257391
Total reported value
$7.7B
667 stks
2026-06-30
Concentration6.9
Portfolio Stability82.3
Sector conviction64.1
View detail
WC
Willoughby Capital Holdings, LLC
CIK 0001806816
Total reported value
$7.7B
2 stks
2023-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
SC
Sapient Capital LLC
CIK 0001998653
Total reported value
$7.6B
396 stks
2026-06-30
Concentration38.5
Portfolio Stability25.6
Sector conviction67.4
View detail
SC
Saudi Central Bank
CIK 0001918181
Total reported value
$7.6B
505 stks
2026-06-30
Concentration7.3
Portfolio Stability0.0
Sector conviction66.4
View detail
CW
Cliftonlarsonallen Wealth Advisors, LLC
CIK 0000944361
Total reported value
$7.6B
253 stks
2026-06-30
Concentration29.5
Portfolio Stability13.2
Sector conviction63.9
View detail
BF
Boothbay Fund Management, LLC
CIK 0001549230
Total reported value
$7.6B
2,199 stks
2026-06-30
Concentration3.9
Portfolio Stability88.1
Sector conviction41.6
View detail
CI
Capital Investment Advisors, LLC
CIK 0001582732
Total reported value
$7.6B
789 stks
2026-06-30
Concentration6.8
Portfolio Stability16.3
Sector conviction38.9
View detail
ED
Edmond De Rothschild Holding S.a.
CIK 0001649647
Total reported value
$7.6B
1,099 stks
2026-06-30
Concentration5.6
Portfolio Stability25.9
Sector conviction51.4
View detail
TA
Tocqueville Asset Management L.p.
CIK 0000883961
Total reported value
$7.6B
557 stks
2026-06-30
Concentration4.3
Portfolio Stability22.6
Sector conviction40.6
View detail
Showing 1-150 of 2,434 institutions