Institutions with $1B to $10B AUM (2434 funds)
2434 institutions currently have assets under management $1B to $10B, ranked below by AUM.
RI
RiverFront Investment Group, LLC
CIK 0001469751
Total reported value
$7.6B
427 stks
2026-06-30
Concentration8.0
Portfolio Stability28.7
Sector conviction67.5
View detail
HP
Hm Payson & Co
CIK 0000928052
Total reported value
$7.5B
1,604 stks
2026-06-30
Concentration9.5
Portfolio Stability18.7
Sector conviction67.1
View detail
OS
Ossiam
CIK 0001767471
Total reported value
$7.5B
680 stks
2026-06-30
Concentration13.5
Portfolio Stability87.9
Sector conviction83.2
View detail
HI
Hermes Investment Management LTD
CIK 0001013143
Total reported value
$7.5B
220 stks
2018-06-30
Stale — no recent filing
Concentration7.0
Portfolio Stability16.9
Sector conviction64.0
View detail
SL
Signaturefd, LLC
CIK 0001456048
Total reported value
$7.5B
3,541 stks
2026-06-30
Concentration16.2
Portfolio Stability16.6
Sector conviction57.0
View detail
EA
Eventide Asset Management, LLC
CIK 0001442891
Total reported value
$7.5B
301 stks
2026-06-30
Concentration4.7
Portfolio Stability38.0
Sector conviction59.1
View detail
HI
Harbour Investments, Inc.
CIK 0000810121
Total reported value
$7.4B
4,768 stks
2026-06-30
Concentration2.7
Portfolio Stability20.1
Sector conviction47.3
View detail
CG
Capital Guardian Trust Co
CIK 0000314965
Total reported value
$7.4B
228 stks
2019-06-30
Stale — no recent filing
Concentration3.9
Portfolio Stability23.8
Sector conviction50.3
View detail
FP
Findlay Park Partners LLP
CIK 0001351950
Total reported value
$7.4B
49 stks
2026-06-30
Concentration9.7
Portfolio Stability33.9
Sector conviction59.8
View detail
HF
Hantz Financial Services, Inc.
CIK 0001071061
Total reported value
$7.4B
2,568 stks
2026-06-30
Concentration8.0
Portfolio Stability20.1
Sector conviction45.8
View detail
SE
Select Equity Group Inc
CIK 0001126116
Total reported value
$7.4B
174 stks
2013-09-30
Stale — no recent filing
Concentration9.3
Portfolio Stability36.8
Sector conviction96.3
View detail
CM
CastleKnight Management LP
CIK 0001835751
Total reported value
$7.4B
488 stks
2026-06-30
Concentration34.9
Portfolio Stability73.9
Sector conviction67.7
View detail
DL
Douglas Lane & Associates, LLC
CIK 0001672594
Total reported value
$7.4B
250 stks
2026-06-30
Concentration5.2
Portfolio Stability15.5
Sector conviction36.5
View detail
DE
Defiance ETFs, LLC
CIK 0001732541
Total reported value
$7.4B
388 stks
2026-06-30
Concentration3.9
Portfolio Stability95.0
Sector conviction100.0
View detail
TB
Thoma Bravo, L.p.
CIK 0001450701
Total reported value
$7.3B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability10.5
Sector conviction100.0
View detail
BN
Bokf, NA
CIK 0000009634
Total reported value
$7.3B
1,505 stks
2026-06-30
Concentration6.8
Portfolio Stability20.2
Sector conviction45.8
View detail
GI
Gradient Investments LLC
CIK 0001542265
Total reported value
$7.2B
448 stks
2026-06-30
Concentration4.4
Portfolio Stability30.1
Sector conviction43.0
View detail
GT
Glenview Trust Co
CIK 0001691827
Total reported value
$7.2B
809 stks
2026-06-30
Concentration8.1
Portfolio Stability16.8
Sector conviction58.9
View detail
SP
Slate Path Capital LP
CIK 0001559706
Total reported value
$7.2B
40 stks
2026-06-30
Concentration17.3
Portfolio Stability97.3
Sector conviction64.6
View detail
Oaktree Capital Management LP
CIK 0000949509
Total reported value
$7.2B
145 stks
2026-06-30
Concentration18.9
Portfolio Stability61.6
Sector conviction42.2
View detail
SA
Simplify Asset Management Inc.
CIK 0001846368
Total reported value
$7.2B
141 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
CI
Cbre Investment Management Listed Real Assets LLC
CIK 0001033984
Total reported value
$7.2B
171 stks
2026-06-30
Concentration10.8
Portfolio Stability33.1
Sector conviction100.0
View detail
SA
Scopus Asset Management, L.p.
CIK 0001317583
Total reported value
$7.1B
265 stks
2026-06-30
Concentration4.6
Portfolio Stability80.3
Sector conviction72.8
View detail
TC
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
Total reported value
$7.1B
549 stks
2026-06-30
Concentration3.9
Portfolio Stability100.0
Sector conviction78.4
View detail
CG
Capital Group Private Client Services, Inc.
CIK 0001857666
Total reported value
$7.1B
260 stks
2026-06-30
Concentration30.0
Portfolio Stability23.8
Sector conviction61.5
View detail
HP
Harvest Portfolios Group Inc.
CIK 0001923739
Total reported value
$7.1B
267 stks
2026-06-30
Concentration7.4
Portfolio Stability27.5
Sector conviction65.9
View detail
AC
Apella Capital, LLC
CIK 0001801507
Total reported value
$7.1B
753 stks
2026-06-30
Concentration8.4
Portfolio Stability7.8
Sector conviction54.6
View detail
EW
Evercore Wealth Management, LLC
CIK 0001482689
Total reported value
$7.1B
734 stks
2026-06-30
Concentration9.6
Portfolio Stability17.1
Sector conviction49.4
View detail
BF
Bradley Foster & Sargent Inc/ct
CIK 0001015086
Total reported value
$7.1B
535 stks
2026-06-30
Concentration6.5
Portfolio Stability20.7
Sector conviction43.0
View detail
CI
Capital International Sarl
CIK 0001065349
Total reported value
$7.1B
287 stks
2026-06-30
Concentration7.4
Portfolio Stability26.9
Sector conviction53.1
View detail
AS
Aware Super Pty Ltd as trustee of Aware Super
CIK 0002012816
Total reported value
$7.1B
236 stks
2026-06-30
Concentration9.2
Portfolio Stability35.1
Sector conviction68.0
View detail
AA
ACR Alpine Capital Research, LLC
CIK 0001508822
Total reported value
$7.0B
70 stks
2026-06-30
Concentration30.8
Portfolio Stability22.3
Sector conviction51.5
View detail
FM
Fiduciary Management Inc /wi/
CIK 0000764532
Total reported value
$7.0B
56 stks
2026-06-30
Concentration9.6
Portfolio Stability37.1
Sector conviction68.2
View detail
AA
AQR Arbitrage LLC
CIK 0001167456
Total reported value
$7.0B
634 stks
2026-06-30
Concentration4.5
Portfolio Stability77.0
Sector conviction36.7
View detail
MW
McMill Wealth Management
CIK 0002056447
Total reported value
$7.0B
61 stks
2026-06-30
Concentration50.3
Portfolio Stability100.0
Sector conviction85.9
View detail
PL
Perpetual Ltd
CIK 0001647273
Total reported value
$7.0B
742 stks
2026-06-30
Concentration5.7
Portfolio Stability0.0
Sector conviction34.9
View detail
BH
Briar Hall Management LLC
CIK 0001728354
Total reported value
$7.0B
2 stks
2026-06-30
Concentration100.0
Portfolio Stability3.7
Sector conviction100.0
View detail
FW
Facet Wealth, Inc.
CIK 0001748271
Total reported value
$7.0B
411 stks
2026-06-30
Concentration28.4
Portfolio Stability0.0
Sector conviction79.0
View detail
JS
J. Safra Sarasin Holding AG
CIK 0001890222
Total reported value
$7.0B
1,701 stks
2026-06-30
Concentration5.2
Portfolio Stability22.8
Sector conviction55.6
View detail
CI
Cincinnati Insurance Co
CIK 0001279885
Total reported value
$6.9B
64 stks
2026-06-30
Concentration13.2
Portfolio Stability15.7
Sector conviction46.3
View detail
CA
Cambridge Associates LLC /ma/ /adv
CIK 0000733986
Total reported value
$6.9B
56 stks
2026-06-30
Concentration56.5
Portfolio Stability14.7
Sector conviction100.0
View detail
R&
Rothschild & Co Wealth Management UK Ltd
CIK 0001784260
Total reported value
$6.9B
25 stks
2026-06-30
Concentration37.1
Portfolio Stability10.6
Sector conviction92.9
View detail
NP
National Philanthropic Trust
CIK 0001785342
Total reported value
$6.9B
409 stks
2026-06-30
Concentration26.6
Portfolio Stability50.8
Sector conviction81.7
View detail
VR
Virginia Retirement System
CIK 0000897676
Total reported value
$6.9B
1,032 stks
2016-03-31
Stale — no recent filing
Concentration2.3
Portfolio Stability0.0
Sector conviction42.4
View detail
NP
NorthRock Partners, LLC
CIK 0001632097
Total reported value
$6.9B
680 stks
2026-06-30
Concentration10.2
Portfolio Stability18.3
Sector conviction70.8
View detail
PF
Prospera Financial Services Inc
CIK 0001541625
Total reported value
$6.9B
1,468 stks
2026-06-30
Concentration2.6
Portfolio Stability0.0
Sector conviction57.8
View detail
DT
Deep Track Capital, LP
CIK 0001856083
Total reported value
$6.9B
67 stks
2026-06-30
Concentration11.4
Portfolio Stability75.5
Sector conviction100.0
View detail
EF
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
Total reported value
$6.9B
1,876 stks
2026-06-30
Concentration8.3
Portfolio Stability0.0
Sector conviction86.4
View detail
LI
Liontrust Investment Partners LLP
CIK 0001544204
Total reported value
$6.8B
197 stks
2026-06-30
Concentration7.0
Portfolio Stability70.3
Sector conviction53.3
View detail
TC
TimesSquare Capital Management, LLC
CIK 0001313816
Total reported value
$6.8B
158 stks
2026-06-30
Concentration4.5
Portfolio Stability32.1
Sector conviction61.8
View detail
CA
Capital Advisors Inc/ok
CIK 0000860828
Total reported value
$6.8B
394 stks
2026-06-30
Concentration6.7
Portfolio Stability27.9
Sector conviction43.8
View detail
LB
Letko, Brosseau & Associates Inc
CIK 0001297496
Total reported value
$6.8B
112 stks
2026-06-30
Concentration9.1
Portfolio Stability20.6
Sector conviction65.5
View detail
BJ
Bristol John W & Co Inc /ny/
CIK 0000276101
Total reported value
$6.8B
113 stks
2026-06-30
Concentration11.1
Portfolio Stability18.6
Sector conviction51.6
View detail
IC
Institutional Capital LLC
CIK 0000050672
Total reported value
$6.7B
145 stks
2016-12-31
Stale — no recent filing
Concentration11.7
Portfolio Stability50.0
Sector conviction61.2
View detail
MC
Moore Capital Management, LP
CIK 0001448574
Total reported value
$6.7B
745 stks
2026-06-30
Concentration21.5
Portfolio Stability100.0
Sector conviction54.0
View detail
CA
Crestwood Advisors Group, LLC
CIK 0001426853
Total reported value
$6.7B
985 stks
2026-06-30
Concentration6.6
Portfolio Stability24.0
Sector conviction65.0
View detail
LS
Louisiana State Employees Retirement System
CIK 0001537191
Total reported value
$6.7B
1,612 stks
2026-06-30
Concentration4.3
Portfolio Stability24.9
Sector conviction60.3
View detail
RW
Ritholtz Wealth Management
CIK 0001698218
Total reported value
$6.7B
1,313 stks
2026-06-30
Concentration8.5
Portfolio Stability25.3
Sector conviction51.8
View detail
SI
Sentry Investments Corp.
CIK 0001430427
Total reported value
$6.7B
196 stks
2018-03-31
Stale — no recent filing
Concentration6.4
Portfolio Stability35.4
Sector conviction67.3
View detail
CW
Columbia Wanger Asset Management LLC
CIK 0000908733
Total reported value
$6.7B
212 stks
2017-12-31
Stale — no recent filing
Concentration2.7
Portfolio Stability35.5
Sector conviction100.0
View detail
FC
First Citizens Bank & Trust Co
CIK 0001092203
Total reported value
$6.7B
925 stks
2026-06-30
Concentration17.4
Portfolio Stability44.6
Sector conviction53.3
View detail
PA
Perceptive Advisors LLC
CIK 0001224962
Total reported value
$6.7B
109 stks
2026-06-30
Concentration13.3
Portfolio Stability59.4
Sector conviction100.0
View detail
CG
Colony Group LLC
CIK 0001080628
Total reported value
$6.7B
754 stks
2023-09-30
Stale — no recent filing
Concentration4.8
Portfolio Stability0.0
Sector conviction43.9
View detail
QP
Quilter Plc
CIK 0001770632
Total reported value
$6.6B
248 stks
2026-06-30
Concentration15.2
Portfolio Stability30.0
Sector conviction60.7
View detail
AW
Arkadios Wealth Advisors
CIK 0001800798
Total reported value
$6.6B
3,515 stks
2026-06-30
Concentration2.2
Portfolio Stability30.8
Sector conviction56.5
View detail
RW
Reaves W H & Co Inc
CIK 0000740913
Total reported value
$6.6B
112 stks
2026-06-30
Concentration12.9
Portfolio Stability0.0
Sector conviction100.0
View detail
KG
K5 Global Advisor LLC
CIK 0002151773
Total reported value
$6.6B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
R&
Rothschild & Co Asset Management US Inc.
CIK 0000071259
Total reported value
$6.6B
255 stks
2022-12-31
Stale — no recent filing
Concentration4.8
Portfolio Stability0.0
Sector conviction48.0
View detail
PA
Parallel Advisors, LLC
CIK 0001690010
Total reported value
$6.6B
3,930 stks
2026-06-30
Concentration10.4
Portfolio Stability22.3
Sector conviction58.7
View detail
GR
Global Retirement Partners, LLC
CIK 0001749744
Total reported value
$6.5B
4,518 stks
2026-06-30
Concentration2.5
Portfolio Stability0.0
Sector conviction55.9
View detail
EB
Eastern Bank
CIK 0001126395
Total reported value
$6.5B
1,466 stks
2026-06-30
Concentration7.4
Portfolio Stability29.3
Sector conviction56.1
View detail
SW
Sagespring Wealth Partners, LLC
CIK 0002056425
Total reported value
$6.5B
846 stks
2026-06-30
Concentration10.0
Portfolio Stability20.5
Sector conviction53.4
View detail
HF
Hl Financial Services LLC
CIK 0001430233
Total reported value
$6.5B
728 stks
2019-03-31
Stale — no recent filing
Concentration7.1
Portfolio Stability18.2
Sector conviction50.3
View detail
CG
CI Global Investments Inc.
CIK 0001523847
Total reported value
$6.5B
88 stks
2018-09-30
Stale — no recent filing
Concentration18.0
Portfolio Stability21.6
Sector conviction100.0
View detail
CC
Curi Capital, LLC
CIK 0001332905
Total reported value
$6.5B
1,569 stks
2026-06-30
Concentration3.1
Portfolio Stability26.2
Sector conviction49.7
View detail
MI
Mondrian Investment Partners LTD
CIK 0001317724
Total reported value
$6.5B
111 stks
2026-06-30
Concentration16.9
Portfolio Stability0.0
Sector conviction43.0
View detail
MB
Montrusco Bolton Investments Inc.
CIK 0001475940
Total reported value
$6.5B
80 stks
2026-06-30
Concentration14.4
Portfolio Stability30.2
Sector conviction57.7
View detail
AA
Aequim Alternative Investments LP
CIK 0001728201
Total reported value
$6.4B
102 stks
2026-06-30
Concentration18.2
Portfolio Stability54.6
Sector conviction81.9
View detail
SB
Santa Barbara Asset Management, LLC
CIK 0001109426
Total reported value
$6.4B
53 stks
2019-03-31
Stale — no recent filing
Concentration10.9
Portfolio Stability26.7
Sector conviction39.8
View detail
Ruane, Cunniff & Goldfarb L.P.
CIK 0001720792
Total reported value
$6.4B
54 stks
2026-06-30
Concentration23.4
Portfolio Stability26.2
Sector conviction65.6
View detail
FS
Farmer Steven Patrick
CIK 0001636661
Total reported value
$6.4B
369 stks
2022-06-30
Stale — no recent filing
Concentration5.3
Portfolio Stability0.0
Sector conviction40.3
View detail
AP
AHL Partners LLP
CIK 0001598894
Total reported value
$6.4B
1,238 stks
2017-12-31
Stale — no recent filing
Concentration0.9
Portfolio Stability59.8
Sector conviction45.2
View detail
MF
Milliman Financial Risk Management LLC
CIK 0001547927
Total reported value
$6.4B
9 stks
2022-09-30
Stale — no recent filing
Concentration75.9
Portfolio Stability0.0
Sector conviction0.0
View detail
CI
Confluence Investment Management LLC
CIK 0001442056
Total reported value
$6.4B
422 stks
2026-06-30
Concentration0.0
Portfolio Stability0.0
Sector conviction41.3
View detail
RA
RFG Advisory, LLC
CIK 0001633387
Total reported value
$6.4B
1,126 stks
2026-06-30
Concentration10.8
Portfolio Stability28.3
Sector conviction54.5
View detail
MM
Mizuho Markets Americas LLC
CIK 0001825516
Total reported value
$6.4B
234 stks
2026-06-30
Concentration16.2
Portfolio Stability98.5
Sector conviction42.9
View detail
MF
Mesirow Financial Investment Management, Inc.
CIK 0001469475
Total reported value
$6.4B
529 stks
2026-06-30
Concentration7.8
Portfolio Stability20.8
Sector conviction46.2
View detail
EI
Energy Income Partners, LLC
CIK 0001388814
Total reported value
$6.4B
172 stks
2026-06-30
Concentration11.4
Portfolio Stability10.9
Sector conviction100.0
View detail
PW
Perigon Wealth Management, LLC
CIK 0001575239
Total reported value
$6.4B
1,435 stks
2026-06-30
Concentration4.4
Portfolio Stability21.5
Sector conviction66.6
View detail
DR
Davis R M Inc
CIK 0000891287
Total reported value
$6.3B
281 stks
2026-06-30
Concentration9.6
Portfolio Stability17.0
Sector conviction54.9
View detail
RF
Rockefeller Financial Services Inc
CIK 0000869878
Total reported value
$6.3B
734 stks
2017-12-31
Stale — no recent filing
Concentration5.9
Portfolio Stability38.5
Sector conviction47.0
View detail
GV
Great Valley Advisor Group, Inc.
CIK 0001769897
Total reported value
$6.3B
1,055 stks
2026-06-30
Concentration3.0
Portfolio Stability19.9
Sector conviction65.5
View detail
OM
Old Mission Capital LLC
CIK 0001455915
Total reported value
$6.3B
1,090 stks
2026-06-30
Concentration33.6
Portfolio Stability76.7
Sector conviction54.7
View detail
SA
SpiderRock Advisors, LLC
CIK 0001703301
Total reported value
$6.3B
817 stks
2024-09-30
Stale — no recent filing
Concentration20.4
Portfolio Stability0.0
Sector conviction77.7
View detail
AW
Axxcess Wealth Management, LLC
CIK 0001911056
Total reported value
$6.3B
1,051 stks
2026-06-30
Concentration3.9
Portfolio Stability72.8
Sector conviction58.0
View detail
SP
Susquehanna Portfolio Strategies, LLC
CIK 0001996449
Total reported value
$6.3B
833 stks
2026-06-30
Concentration2.1
Portfolio Stability85.6
Sector conviction39.8
View detail
MG
MERIAN GLOBAL INVESTORS (UK) Ltd
CIK 0001080386
Total reported value
$6.3B
384 stks
2020-06-30
Stale — no recent filing
Concentration4.9
Portfolio Stability75.7
Sector conviction60.6
View detail
DP
Danica Pension, Livsforsikringsaktieselskab
CIK 0002096095
Total reported value
$6.3B
187 stks
2026-06-30
Concentration8.9
Portfolio Stability29.6
Sector conviction66.9
View detail
WL
Wit, LLC
CIK 0001840025
Total reported value
$6.3B
24 stks
2026-06-30
Concentration81.3
Portfolio Stability23.5
Sector conviction100.0
View detail
AW
Alpha Wave Global, LP
CIK 0001558858
Total reported value
$6.2B
25 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
DT
Diversified Trust Co
CIK 0001479844
Total reported value
$6.2B
1,285 stks
2026-06-30
Concentration11.6
Portfolio Stability23.1
Sector conviction50.8
View detail
RS
Robeco Schweiz AG
CIK 0001418427
Total reported value
$6.2B
126 stks
2026-06-30
Concentration7.8
Portfolio Stability38.2
Sector conviction100.0
View detail
CI
CCLA Investment Management
CIK 0001631562
Total reported value
$6.2B
55 stks
2025-12-31
Stale — no recent filing
Concentration10.7
Portfolio Stability15.1
Sector conviction57.3
View detail
EQ
Evergreen Quality Fund GP, Ltd.
CIK 0002016939
Total reported value
$6.2B
43 stks
2026-06-30
Concentration28.7
Portfolio Stability100.0
Sector conviction100.0
View detail
MS
Mizuho Securities USA LLC
CIK 0000812291
Total reported value
$6.2B
690 stks
2026-06-30
Concentration7.8
Portfolio Stability0.0
Sector conviction60.8
View detail
BP
Brookfield Public Securities Group LLC
CIK 0001273887
Total reported value
$6.2B
144 stks
2020-03-31
Stale — no recent filing
Concentration8.2
Portfolio Stability78.3
Sector conviction100.0
View detail
B&
Bartlett & Co. LLC
CIK 0001550075
Total reported value
$6.2B
1,277 stks
2023-12-31
Stale — no recent filing
Concentration7.0
Portfolio Stability0.0
Sector conviction42.1
View detail
LP
Longview Partners
CIK 0001426092
Total reported value
$6.2B
23 stks
2026-06-30
Concentration18.1
Portfolio Stability27.0
Sector conviction77.5
View detail
MI
Madison Investment Holdings Inc
CIK 0001138060
Total reported value
$6.2B
283 stks
2019-09-30
Stale — no recent filing
Concentration3.9
Portfolio Stability21.1
Sector conviction48.2
View detail
SC
Samlyn Capital, LLC
CIK 0001421097
Total reported value
$6.1B
306 stks
2026-06-30
Concentration12.5
Portfolio Stability64.5
Sector conviction55.5
View detail
MF
Milford Funds LTD
CIK 0001775715
Total reported value
$6.1B
92 stks
2026-06-30
Concentration12.2
Portfolio Stability0.0
Sector conviction48.0
View detail
PI
Pfs Investments Inc.
CIK 0000354497
Total reported value
$6.1B
512 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction49.8
View detail
SL
Sumitomo Life Insurance Co
CIK 0000937760
Total reported value
$6.1B
291 stks
2026-06-30
Concentration61.3
Portfolio Stability40.5
Sector conviction61.2
View detail
PA
Polar Asset Management Partners Inc.
CIK 0001326389
Total reported value
$6.1B
838 stks
2026-06-30
Concentration3.9
Portfolio Stability100.0
Sector conviction53.1
View detail
WC
Wedge Capital Management L L P/nc
CIK 0001015308
Total reported value
$6.1B
484 stks
2026-06-30
Concentration2.9
Portfolio Stability38.8
Sector conviction58.7
View detail
MO
Mgo One Seven LLC
CIK 0001731444
Total reported value
$6.1B
1,550 stks
2026-06-30
Concentration2.4
Portfolio Stability0.0
Sector conviction56.6
View detail
SN
Stifel Nicolaus & Co Inc \mo\
CIK 0000948905
Total reported value
$6.0B
1,475 stks
2013-09-30
Stale — no recent filing
Concentration2.3
Portfolio Stability27.7
Sector conviction55.0
View detail
NL
Nippon Life Insurance Co
CIK 0000905591
Total reported value
$6.0B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
WI
World Investment Advisors
CIK 0001652594
Total reported value
$6.0B
1,523 stks
2026-06-30
Concentration2.3
Portfolio Stability6.9
Sector conviction47.4
View detail
CC
Catalyst Capital Advisors LLC
CIK 0001549275
Total reported value
$6.0B
489 stks
2026-06-30
Concentration21.6
Portfolio Stability13.9
Sector conviction100.0
View detail
AI
Alphinity Investment Management Pty Ltd
CIK 0001731012
Total reported value
$6.0B
54 stks
2026-06-30
Concentration20.6
Portfolio Stability55.6
Sector conviction65.1
View detail
WT
Wilmington Trust Co
CIK 0000905571
Total reported value
$6.0B
2,176 stks
2014-06-30
Stale — no recent filing
Concentration7.6
Portfolio Stability11.9
Sector conviction55.0
View detail
CI
Crawford Investment Counsel Inc
CIK 0000837592
Total reported value
$6.0B
306 stks
2026-06-30
Concentration5.1
Portfolio Stability16.7
Sector conviction41.3
View detail
HW
Hancock Whitney CORP
CIK 0000750577
Total reported value
$6.0B
1,330 stks
2026-06-30
Concentration4.5
Portfolio Stability18.5
Sector conviction49.0
View detail
FM
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
Total reported value
$6.0B
433 stks
2026-06-30
Concentration47.0
Portfolio Stability14.0
Sector conviction53.4
View detail
AU
Atlantic Union Bankshares Corp
CIK 0000883948
Total reported value
$6.0B
3,183 stks
2026-06-30
Concentration5.0
Portfolio Stability19.7
Sector conviction57.2
View detail
DW
Diversify Wealth Management, LLC
CIK 0002030780
Total reported value
$6.0B
1,286 stks
2026-06-30
Concentration3.8
Portfolio Stability25.3
Sector conviction73.8
View detail
DA
Diversify Advisory Services, LLC
CIK 0002021232
Total reported value
$6.0B
1,286 stks
2026-06-30
Concentration3.8
Portfolio Stability100.0
Sector conviction73.8
View detail
SC
Sessa Capital IM, L.P.
CIK 0001595849
Total reported value
$6.0B
30 stks
2026-06-30
Concentration44.8
Portfolio Stability49.6
Sector conviction70.2
View detail
JP
Japan Post Holdings Co., Ltd.
CIK 0001783464
Total reported value
$6.0B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability4.5
Sector conviction100.0
View detail
DR
Deprince Race & Zollo Inc
CIK 0001008894
Total reported value
$6.0B
188 stks
2026-06-30
Concentration3.6
Portfolio Stability40.9
Sector conviction45.8
View detail
CD
Caisse Des Depots Et Consignations
CIK 0001056947
Total reported value
$5.9B
236 stks
2026-06-30
Concentration78.5
Portfolio Stability18.5
Sector conviction62.1
View detail
GA
Guinness Asset Management LTD
CIK 0001409661
Total reported value
$5.9B
141 stks
2026-06-30
Concentration12.6
Portfolio Stability0.0
Sector conviction61.3
View detail
DG
Disciplined Growth Investors Inc /mn
CIK 0001050442
Total reported value
$5.9B
58 stks
2026-06-30
Concentration14.2
Portfolio Stability38.5
Sector conviction100.0
View detail
SM
Scge Management, L.p.
CIK 0001537530
Total reported value
$5.9B
21 stks
2026-06-30
Concentration100.0
Portfolio Stability88.8
Sector conviction100.0
View detail
SC
Sterling Capital Management LLC
CIK 0001329883
Total reported value
$5.9B
3,477 stks
2026-06-30
Concentration3.9
Portfolio Stability36.2
Sector conviction43.9
View detail
AA
Annex Advisory Services, LLC
CIK 0001542287
Total reported value
$5.9B
356 stks
2026-06-30
Concentration8.8
Portfolio Stability0.0
Sector conviction46.5
View detail
EP
Evelyn Partners Group Ltd
CIK 0002146944
Total reported value
$5.9B
1,185 stks
2026-06-30
Concentration12.7
Portfolio Stability0.0
Sector conviction49.5
View detail
DC
Dsm Capital Partners LLC
CIK 0001214639
Total reported value
$5.8B
70 stks
2026-06-30
Concentration26.3
Portfolio Stability35.3
Sector conviction100.0
View detail
SD
South Dakota Investment Council
CIK 0001538846
Total reported value
$5.8B
621 stks
2026-06-30
Concentration9.4
Portfolio Stability23.4
Sector conviction47.9
View detail
MS
Maryland State Retirement & Pension System
CIK 0001795552
Total reported value
$5.8B
1,423 stks
2026-06-30
Concentration3.8
Portfolio Stability23.8
Sector conviction41.8
View detail
KC
Kensico Capital Management CORP
CIK 0001113000
Total reported value
$5.8B
25 stks
2026-06-30
Concentration62.6
Portfolio Stability24.9
Sector conviction79.6
View detail
JC
J.w. Cole Advisors, Inc.
CIK 0001404763
Total reported value
$5.8B
1,593 stks
2026-06-30
Concentration3.1
Portfolio Stability70.9
Sector conviction57.6
View detail
ST
Spot Trading L.l.c.
CIK 0001088412
Total reported value
$5.8B
3,024 stks
2017-09-30
Stale — no recent filing
Concentration1.9
Portfolio Stability45.1
Sector conviction48.0
View detail
GA
Geneva Advisors, LLC
CIK 0001269932
Total reported value
$5.8B
768 stks
2017-06-30
Stale — no recent filing
Concentration5.2
Portfolio Stability77.0
Sector conviction50.1
View detail
NC
Nearwater Capital Markets, Ltd
CIK 0001915842
Total reported value
$5.8B
100 stks
2026-06-30
Concentration9.9
Portfolio Stability100.0
Sector conviction66.8
View detail
DW
Douglass Winthrop Advisors, LLC
CIK 0001308527
Total reported value
$5.8B
308 stks
2026-06-30
Concentration12.8
Portfolio Stability18.3
Sector conviction40.9
View detail
SC
Snyder Capital Management L P
CIK 0001050477
Total reported value
$5.8B
69 stks
2026-06-30
Concentration9.1
Portfolio Stability19.5
Sector conviction67.5
View detail
CC
Carronade Capital Management, LP
CIK 0001866872
Total reported value
$5.8B
28 stks
2026-06-30
Concentration100.0
Portfolio Stability50.5
Sector conviction100.0
View detail
LF
Lazard Freres Gestion S.A.S.
CIK 0001426748
Total reported value
$5.8B
115 stks
2026-06-30
Concentration16.0
Portfolio Stability25.8
Sector conviction61.3
View detail
Showing 151-300 of 2,434 institutions