Institutions with $1B to $10B AUM (2434 funds)
2434 institutions currently have assets under management $1B to $10B, ranked below by AUM.
XK
Xact Kapitalforvaltning AB
CIK 0001677440
Total reported value
$4.7B
1,310 stks
2020-03-31
Stale — no recent filing
Concentration4.5
Portfolio Stability25.5
Sector conviction56.4
View detail
IW
IHT Wealth Management, LLC
CIK 0001697490
Total reported value
$4.7B
1,392 stks
2026-06-30
Concentration2.6
Portfolio Stability32.3
Sector conviction58.0
View detail
JR
Jasper Ridge Partners, L.P.
CIK 0001453381
Total reported value
$4.7B
151 stks
2026-06-30
Concentration50.8
Portfolio Stability41.0
Sector conviction66.3
View detail
CA
CSM Advisors, LLC
CIK 0001863523
Total reported value
$4.7B
406 stks
2026-06-30
Concentration4.1
Portfolio Stability39.2
Sector conviction45.7
View detail
Third Point LLC
CIK 0001040273
Total reported value
$4.7B
43 stks
2026-06-30
Concentration20.7
Portfolio Stability91.8
Sector conviction55.2
View detail
TC
TOMS Capital Investment Management LP
CIK 0001743937
Total reported value
$4.7B
26 stks
2026-06-30
Concentration55.3
Portfolio Stability100.0
Sector conviction85.7
View detail
EC
ECP ControlCo, LLC
CIK 0001707921
Total reported value
$4.7B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability63.9
Sector conviction100.0
View detail
EC
Eisler Capital (US) LLC
CIK 0001928502
Total reported value
$4.7B
471 stks
2024-09-30
Stale — no recent filing
Concentration14.2
Portfolio Stability0.0
Sector conviction45.3
View detail
LI
Lingotto Investment Management LLP
CIK 0001732768
Total reported value
$4.7B
32 stks
2026-06-30
Concentration33.9
Portfolio Stability47.6
Sector conviction70.4
View detail
CC
Cable Car Capital, LP
CIK 0001699575
Total reported value
$4.7B
215 stks
2026-06-30
Concentration16.6
Portfolio Stability100.0
Sector conviction100.0
View detail
OB
OVERSEA-CHINESE BANKING Corp Ltd
CIK 0001291318
Total reported value
$4.7B
705 stks
2026-06-30
Concentration7.7
Portfolio Stability42.6
Sector conviction100.0
View detail
SC
Smead Capital Management, Inc.
CIK 0001427008
Total reported value
$4.7B
32 stks
2026-06-30
Concentration17.5
Portfolio Stability21.9
Sector conviction67.2
View detail
BT
Banque Transatlantique SA
CIK 0002056095
Total reported value
$4.7B
513 stks
2026-06-30
Concentration18.0
Portfolio Stability26.9
Sector conviction73.6
View detail
MS
Mizuho Securities USA LLC
CIK 0001513006
Total reported value
$4.6B
664 stks
2025-03-31
Stale — no recent filing
Concentration5.8
Portfolio Stability100.0
Sector conviction60.0
View detail
FO
Folketrygdfondet
CIK 0001269094
Total reported value
$4.6B
11 stks
2026-06-30
Concentration100.0
Portfolio Stability26.3
Sector conviction100.0
View detail
CW
CreativeOne Wealth, LLC
CIK 0001739728
Total reported value
$4.6B
1,991 stks
2026-06-30
Concentration3.1
Portfolio Stability29.6
Sector conviction67.1
View detail
G&
GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 0001321993
Total reported value
$4.6B
691 stks
2026-06-30
Concentration10.4
Portfolio Stability32.4
Sector conviction70.5
View detail
TY
Texas Yale Capital Corp.
CIK 0001332342
Total reported value
$4.6B
512 stks
2026-06-30
Concentration100.0
Portfolio Stability29.1
Sector conviction100.0
View detail
RJ
Raymond James Trust N.a.
CIK 0001088950
Total reported value
$4.6B
1,945 stks
2024-09-30
Stale — no recent filing
Concentration3.4
Portfolio Stability0.0
Sector conviction43.2
View detail
AT
Arbejdsmarkedets Tillaegspension
CIK 0002105395
Total reported value
$4.6B
164 stks
2026-06-30
Concentration2.5
Portfolio Stability0.0
Sector conviction45.1
View detail
CC
Conestoga Capital Advisors, LLC
CIK 0001163744
Total reported value
$4.6B
109 stks
2026-06-30
Concentration10.5
Portfolio Stability25.3
Sector conviction100.0
View detail
AF
Avanza Fonder AB
CIK 0002035325
Total reported value
$4.6B
857 stks
2026-06-30
Concentration8.4
Portfolio Stability0.0
Sector conviction61.9
View detail
FL
Frazier Life Sciences Management, L.P.
CIK 0001892134
Total reported value
$4.6B
41 stks
2026-06-30
Concentration34.0
Portfolio Stability33.8
Sector conviction100.0
View detail
BW
Brave Warrior Advisors, LLC
CIK 0001553733
Total reported value
$4.6B
40 stks
2026-06-30
Concentration27.7
Portfolio Stability25.9
Sector conviction69.3
View detail
SL
Silver Lake Group, L.L.C.
CIK 0001418226
Total reported value
$4.6B
12 stks
2026-06-30
Concentration91.0
Portfolio Stability29.3
Sector conviction100.0
View detail
LP
Longaeva Partners L.P.
CIK 0002054122
Total reported value
$4.6B
339 stks
2026-06-30
Concentration11.9
Portfolio Stability100.0
Sector conviction63.1
View detail
CS
Cary Street Partners Financial LLC
CIK 0001475045
Total reported value
$4.6B
1,445 stks
2026-06-30
Concentration2.9
Portfolio Stability22.1
Sector conviction46.5
View detail
MR
Munich Reinsurance Co Stock Corp in Munich
CIK 0002090208
Total reported value
$4.6B
164 stks
2026-06-30
Concentration7.8
Portfolio Stability38.8
Sector conviction52.2
View detail
CI
ClearBridge Investments Ltd
CIK 0001499094
Total reported value
$4.6B
25 stks
2025-06-30
Stale — no recent filing
Concentration21.5
Portfolio Stability0.0
Sector conviction100.0
View detail
CG
Comgest Global Investors S.a.s.
CIK 0001574947
Total reported value
$4.5B
55 stks
2026-06-30
Concentration20.9
Portfolio Stability28.6
Sector conviction51.1
View detail
MP
Munro Partners
CIK 0001768744
Total reported value
$4.5B
61 stks
2026-06-30
Concentration12.2
Portfolio Stability84.7
Sector conviction67.3
View detail
AC
Apex Capital Management
CIK 0001293585
Total reported value
$4.5B
263 stks
2016-03-31
Stale — no recent filing
Concentration4.0
Portfolio Stability24.3
Sector conviction56.6
View detail
SV
Starboard Value LP
CIK 0001517137
Total reported value
$4.5B
22 stks
2026-06-30
Concentration33.6
Portfolio Stability41.8
Sector conviction74.2
View detail
FI
Fundsmith Investment Services LTD.
CIK 0001868537
Total reported value
$4.5B
27 stks
2026-06-30
Concentration18.8
Portfolio Stability62.7
Sector conviction50.9
View detail
NA
NorthCoast Asset Management LLC
CIK 0001665198
Total reported value
$4.5B
478 stks
2026-06-30
Concentration6.8
Portfolio Stability28.4
Sector conviction66.1
View detail
UT
Uber Technologies, Inc
CIK 0001543151
Total reported value
$4.5B
7 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
EC
Egerton Capital LTD
CIK 0001083657
Total reported value
$4.5B
25 stks
2013-06-30
Stale — no recent filing
Concentration30.9
Portfolio Stability0.0
Sector conviction100.0
View detail
DA
Donor Advised Charitable Giving, Inc.
CIK 0001535839
Total reported value
$4.5B
32 stks
2026-06-30
Concentration100.0
Portfolio Stability13.6
Sector conviction100.0
View detail
5N
59 North Capital Management, LP
CIK 0001805589
Total reported value
$4.5B
19 stks
2026-06-30
Concentration26.8
Portfolio Stability67.5
Sector conviction73.4
View detail
WA
WestEnd Advisors, LLC
CIK 0001351731
Total reported value
$4.5B
408 stks
2026-06-30
Concentration23.9
Portfolio Stability35.1
Sector conviction64.2
View detail
WS
Wilmington Savings Fund Society, FSB
CIK 0000900974
Total reported value
$4.5B
2,109 stks
2026-06-30
Concentration6.3
Portfolio Stability0.0
Sector conviction48.3
View detail
MA
Magellan Asset Management Ltd
CIK 0001536105
Total reported value
$4.5B
78 stks
2026-06-30
Concentration11.9
Portfolio Stability58.9
Sector conviction93.2
View detail
H&
Homrich & Berg
CIK 0001504744
Total reported value
$4.5B
476 stks
2021-09-30
Stale — no recent filing
Concentration45.6
Portfolio Stability0.0
Sector conviction51.4
View detail
AC
Advent Capital Management /de/
CIK 0001097278
Total reported value
$4.5B
238 stks
2026-06-30
Concentration5.3
Portfolio Stability62.8
Sector conviction53.3
View detail
EF
E Fund Management Co., Ltd.
CIK 0001842296
Total reported value
$4.5B
488 stks
2026-06-30
Concentration12.5
Portfolio Stability60.0
Sector conviction100.0
View detail
HC
Hamlin Capital Management, LLC
CIK 0001277403
Total reported value
$4.4B
30 stks
2026-06-30
Concentration15.4
Portfolio Stability0.0
Sector conviction34.9
View detail
AP
Americana Partners, LLC
CIK 0001797678
Total reported value
$4.4B
596 stks
2026-06-30
Concentration5.2
Portfolio Stability30.2
Sector conviction50.7
View detail
BP
BC Partners PE LP
CIK 0002069049
Total reported value
$4.4B
2 stks
2026-06-30
Concentration100.0
Portfolio Stability29.4
Sector conviction100.0
View detail
AI
Auto-Owners Insurance Co
CIK 0001964189
Total reported value
$4.4B
170 stks
2026-06-30
Concentration28.4
Portfolio Stability0.0
Sector conviction42.7
View detail
AC
Amazon Com Inc
CIK 0001018724
Total reported value
$4.4B
6 stks
2026-06-30
Concentration100.0
Portfolio Stability51.1
Sector conviction100.0
View detail
P-
PBU - The Pension Fund of Early Childhood & Youth Educators
CIK 0002103310
Total reported value
$4.4B
132 stks
2026-06-30
Concentration9.9
Portfolio Stability0.0
Sector conviction64.5
View detail
AW
Atria Wealth Solutions, Inc.
CIK 0001927543
Total reported value
$4.4B
2,098 stks
2025-06-30
Stale — no recent filing
Concentration2.0
Portfolio Stability0.0
Sector conviction64.2
View detail
DS
Divisadero Street Capital Management, LP
CIK 0001901865
Total reported value
$4.4B
142 stks
2026-06-30
Concentration13.5
Portfolio Stability100.0
Sector conviction73.3
View detail
MG
Metis Global Partners, LLC
CIK 0001594916
Total reported value
$4.4B
714 stks
2026-06-30
Concentration8.5
Portfolio Stability24.1
Sector conviction49.5
View detail
WI
Winder Investment Pte Ltd
CIK 0001687953
Total reported value
$4.4B
3 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
SS
SBI Securities Co., Ltd.
CIK 0001851815
Total reported value
$4.4B
4,072 stks
2026-06-30
Concentration10.6
Portfolio Stability30.1
Sector conviction100.0
View detail
SC
Southpoint Capital Advisors LP
CIK 0001319998
Total reported value
$4.4B
33 stks
2026-06-30
Concentration19.8
Portfolio Stability70.2
Sector conviction52.1
View detail
HI
Hillsdale Investment Management Inc.
CIK 0001368465
Total reported value
$4.4B
647 stks
2026-06-30
Concentration3.9
Portfolio Stability46.8
Sector conviction50.8
View detail
RP
Reinhart Partners, LLC.
CIK 0001080298
Total reported value
$4.4B
72 stks
2026-06-30
Concentration12.0
Portfolio Stability31.9
Sector conviction53.3
View detail
ZC
Zevenbergen Capital Investments LLC
CIK 0001276918
Total reported value
$4.4B
185 stks
2026-06-30
Concentration12.1
Portfolio Stability0.0
Sector conviction100.0
View detail
IC
Investment Counselors Of Maryland LLC
CIK 0000051964
Total reported value
$4.4B
161 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability94.0
Sector conviction0.0
View detail
AA
Alesco Advisors, LLC, An ESL Co
CIK 0001269978
Total reported value
$4.4B
230 stks
2026-06-30
Concentration32.2
Portfolio Stability0.0
Sector conviction76.8
View detail
RO
Regents Of THE University Of California
CIK 0000315054
Total reported value
$4.4B
11 stks
2026-06-30
Concentration99.4
Portfolio Stability55.0
Sector conviction100.0
View detail
GC
Geneva Capital Management LLC
CIK 0001009232
Total reported value
$4.4B
250 stks
2026-06-30
Concentration7.6
Portfolio Stability20.4
Sector conviction66.7
View detail
BC
Bdt Capital Partners, LLC
CIK 0001510974
Total reported value
$4.4B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability21.8
Sector conviction100.0
View detail
GA
Greenwoods Asset Management Ltd
CIK 0001577133
Total reported value
$4.4B
39 stks
2020-12-31
Stale — no recent filing
Concentration45.1
Portfolio Stability77.9
Sector conviction100.0
View detail
ZP
Zimmer Partners, LP
CIK 0001565854
Total reported value
$4.3B
122 stks
2026-06-30
Concentration10.4
Portfolio Stability77.4
Sector conviction73.0
View detail
CC
Channing Capital Management, LLC
CIK 0001302404
Total reported value
$4.3B
106 stks
2026-06-30
Concentration7.2
Portfolio Stability38.4
Sector conviction55.5
View detail
CA
Capital Analysts, LLC
CIK 0001624758
Total reported value
$4.3B
2,319 stks
2026-06-30
Concentration6.3
Portfolio Stability18.4
Sector conviction41.1
View detail
CM
Catterton Management Company, L.L.C.
CIK 0001560123
Total reported value
$4.3B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability18.2
Sector conviction0.0
View detail
NM
New Mountain Vantage Advisers, L.l.c.
CIK 0001388805
Total reported value
$4.3B
4 stks
2022-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
SI
Stonegate Investment Group, LLC
CIK 0001904154
Total reported value
$4.3B
448 stks
2025-09-30
Stale — no recent filing
Concentration9.8
Portfolio Stability27.6
Sector conviction51.9
View detail
EO
E. Ohman J:or Asset Management AB
CIK 0002009396
Total reported value
$4.3B
465 stks
2026-06-30
Concentration10.7
Portfolio Stability31.2
Sector conviction72.3
View detail
N&
Northwest & Ethical Investments L.P.
CIK 0002033536
Total reported value
$4.3B
522 stks
2026-06-30
Concentration6.2
Portfolio Stability39.1
Sector conviction49.0
View detail
GH
Great Hill Capital LLC
CIK 0002096165
Total reported value
$4.3B
45 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
AC
Ako Capital LLP
CIK 0001376879
Total reported value
$4.3B
22 stks
2026-06-30
Concentration29.4
Portfolio Stability34.3
Sector conviction54.5
View detail
DW
Destination Wealth Management
CIK 0001278573
Total reported value
$4.3B
354 stks
2026-06-30
Concentration7.1
Portfolio Stability14.2
Sector conviction53.0
View detail
HC
Hill City Capital, LP
CIK 0001837343
Total reported value
$4.3B
28 stks
2026-06-30
Concentration40.0
Portfolio Stability42.8
Sector conviction100.0
View detail
VP
Vestal Point Capital, LP
CIK 0001974915
Total reported value
$4.3B
68 stks
2026-06-30
Concentration14.6
Portfolio Stability80.2
Sector conviction100.0
View detail
DL
Daiichi Life Insurance Co., Ltd.
CIK 0001697728
Total reported value
$4.3B
470 stks
2026-06-30
Concentration5.4
Portfolio Stability33.4
Sector conviction57.8
View detail
IA
Independent Advisor Alliance
CIK 0001696899
Total reported value
$4.3B
1,778 stks
2026-06-30
Concentration10.3
Portfolio Stability97.7
Sector conviction68.7
View detail
MA
Marshfield Associates
CIK 0000914976
Total reported value
$4.3B
17 stks
2026-06-30
Concentration31.8
Portfolio Stability30.1
Sector conviction89.8
View detail
HM
Harvard Management Co Inc
CIK 0001082621
Total reported value
$4.3B
19 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
EA
Emerald Advisers, LLC
CIK 0001015083
Total reported value
$4.2B
237 stks
2026-06-30
Concentration4.2
Portfolio Stability0.0
Sector conviction67.9
View detail
AP
Altarock Partners LP
CIK 0001631014
Total reported value
$4.2B
8 stks
2026-06-30
Concentration94.3
Portfolio Stability24.2
Sector conviction77.9
View detail
QW
Quotient Wealth Partners, LLC
CIK 0002004904
Total reported value
$4.2B
409 stks
2026-06-30
Concentration23.1
Portfolio Stability0.0
Sector conviction58.0
View detail
SC
Snowden Capital Advisors LLC
CIK 0001903055
Total reported value
$4.2B
1,333 stks
2026-06-30
Concentration3.1
Portfolio Stability22.1
Sector conviction58.5
View detail
Trian Fund Management, L.p.
CIK 0001345471
Total reported value
$4.2B
9 stks
2026-06-30
Concentration100.0
Portfolio Stability25.6
Sector conviction96.6
View detail
MW
MARSHALL WACE ASIA Ltd
CIK 0001519964
Total reported value
$4.2B
200 stks
2021-09-30
Stale — no recent filing
Concentration8.2
Portfolio Stability0.0
Sector conviction100.0
View detail
CA
Contour Asset Management LLC
CIK 0001510669
Total reported value
$4.2B
53 stks
2026-06-30
Concentration23.2
Portfolio Stability100.0
Sector conviction64.3
View detail
MA
Martingale Asset Management L P
CIK 0000936944
Total reported value
$4.2B
828 stks
2026-06-30
Concentration1.9
Portfolio Stability30.3
Sector conviction35.7
View detail
WW
WCG Wealth Advisors LLC
CIK 0001855713
Total reported value
$4.2B
555 stks
2026-06-30
Concentration3.5
Portfolio Stability28.9
Sector conviction67.5
View detail
CC
Cooper Creek Partners Management LLC
CIK 0001512162
Total reported value
$4.2B
115 stks
2026-06-30
Concentration8.7
Portfolio Stability100.0
Sector conviction52.7
View detail
AB
Associated Banc-corp
CIK 0000007789
Total reported value
$4.2B
381 stks
2026-06-30
Concentration7.4
Portfolio Stability17.6
Sector conviction47.6
View detail
KC
Kedalion Capital Management LLP
CIK 0002041209
Total reported value
$4.2B
3 stks
2026-06-30
Concentration100.0
Portfolio Stability70.7
Sector conviction100.0
View detail
CC
Cartenna Capital, LP
CIK 0001808928
Total reported value
$4.2B
49 stks
2026-06-30
Concentration13.9
Portfolio Stability100.0
Sector conviction90.3
View detail
KP
Kinetic Partners Management, LP
CIK 0001911448
Total reported value
$4.2B
47 stks
2026-06-30
Concentration42.7
Portfolio Stability100.0
Sector conviction93.1
View detail
IC
InterOcean Capital Group, LLC
CIK 0001841616
Total reported value
$4.2B
506 stks
2024-03-31
Stale — no recent filing
Concentration6.8
Portfolio Stability0.0
Sector conviction40.9
View detail
CA
Crake Asset Management LLP
CIK 0001789082
Total reported value
$4.2B
23 stks
2026-06-30
Concentration32.7
Portfolio Stability59.3
Sector conviction52.1
View detail
PF
Pinnacle Financial Partners Inc
CIK 0001115055
Total reported value
$4.2B
787 stks
2025-09-30
Stale — no recent filing
Concentration5.0
Portfolio Stability24.6
Sector conviction56.5
View detail
CI
Chilton Investment Co Inc.
CIK 0001332632
Total reported value
$4.2B
299 stks
2026-06-30
Concentration13.5
Portfolio Stability29.6
Sector conviction49.7
View detail
GC
Gates Capital Management, Inc.
CIK 0001312908
Total reported value
$4.2B
35 stks
2026-06-30
Concentration15.7
Portfolio Stability30.4
Sector conviction45.4
View detail
TC
TCG Crossover Management, LLC
CIK 0001839948
Total reported value
$4.2B
54 stks
2026-06-30
Concentration24.7
Portfolio Stability37.4
Sector conviction100.0
View detail
CC
Chicago Capital, LLC
CIK 0001740053
Total reported value
$4.2B
361 stks
2026-06-30
Concentration8.7
Portfolio Stability0.0
Sector conviction55.1
View detail
LW
Locust Wood Capital Advisers, LLC
CIK 0001349434
Total reported value
$4.1B
33 stks
2026-06-30
Concentration18.1
Portfolio Stability37.6
Sector conviction46.3
View detail
MF
MD Financial Management Inc.
CIK 0001724264
Total reported value
$4.1B
303 stks
2021-12-31
Stale — no recent filing
Concentration8.1
Portfolio Stability0.0
Sector conviction67.1
View detail
CW
C WorldWide Group Holding A/S
CIK 0001625244
Total reported value
$4.1B
97 stks
2026-06-30
Concentration18.1
Portfolio Stability28.3
Sector conviction44.7
View detail
MS
Mitsui Sumitomo Insurance Co LTD
CIK 0001142206
Total reported value
$4.1B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability6.2
Sector conviction100.0
View detail
JF
JMG Financial Group, Ltd.
CIK 0001314404
Total reported value
$4.1B
137 stks
2026-06-30
Concentration38.9
Portfolio Stability13.2
Sector conviction60.2
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CC
Cardinal Capital Management, Inc.
CIK 0001518235
Total reported value
$4.1B
71 stks
2026-06-30
Concentration11.6
Portfolio Stability24.9
Sector conviction69.3
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F&
Farmers & Merchants Investments Inc
CIK 0001259969
Total reported value
$4.1B
1,760 stks
2026-06-30
Concentration8.3
Portfolio Stability17.4
Sector conviction53.2
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JI
Jensen Investment Management Inc
CIK 0001106129
Total reported value
$4.1B
83 stks
2026-06-30
Concentration16.5
Portfolio Stability0.0
Sector conviction64.5
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BB
Busey Bank
CIK 0001427202
Total reported value
$4.1B
625 stks
2026-06-30
Concentration8.4
Portfolio Stability16.1
Sector conviction58.0
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IA
Impax Asset Management LTD
CIK 0001428948
Total reported value
$4.1B
65 stks
2018-06-30
Stale — no recent filing
Concentration10.7
Portfolio Stability13.2
Sector conviction100.0
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GC
Guardian Capital LP
CIK 0001224324
Total reported value
$4.1B
239 stks
2026-06-30
Concentration9.2
Portfolio Stability17.2
Sector conviction50.0
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HC
Highbridge Capital Management LLC
CIK 0000919185
Total reported value
$4.1B
434 stks
2026-06-30
Concentration7.6
Portfolio Stability100.0
Sector conviction67.7
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EP
Elkfork Partners LLC
CIK 0001694584
Total reported value
$4.1B
1,053 stks
2019-09-30
Stale — no recent filing
Concentration5.1
Portfolio Stability20.2
Sector conviction50.1
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BH
Bowen Hanes & Co Inc
CIK 0001077583
Total reported value
$4.1B
151 stks
2026-06-30
Concentration7.8
Portfolio Stability0.0
Sector conviction55.2
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DW
Daymark Wealth Partners, LLC
CIK 0001956824
Total reported value
$4.1B
810 stks
2026-06-30
Concentration6.0
Portfolio Stability33.1
Sector conviction56.2
View detail
PL
Plancorp, LLC
CIK 0001599579
Total reported value
$4.1B
425 stks
2026-06-30
Concentration19.2
Portfolio Stability30.4
Sector conviction40.2
View detail
TR
Tower Research Capital LLC
CIK 0001533421
Total reported value
$4.1B
6,575 stks
2026-06-30
Concentration2.6
Portfolio Stability88.2
Sector conviction59.7
View detail
IV
IA Venture Strategies Fund II, LP
CIK 0001530237
Total reported value
$4.1B
2 stks
2025-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
View detail
AA
Advisory Alpha, LLC
CIK 0001576762
Total reported value
$4.1B
571 stks
2026-06-30
Concentration12.4
Portfolio Stability15.6
Sector conviction53.8
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ID
Integral Derivatives, LLC
CIK 0001451428
Total reported value
$4.1B
660 stks
2018-03-31
Stale — no recent filing
Concentration100.0
Portfolio Stability45.7
Sector conviction61.7
View detail
PI
PGGM Investments
CIK 0001472190
Total reported value
$4.1B
59 stks
2026-06-30
Concentration10.3
Portfolio Stability51.9
Sector conviction53.5
View detail
RS
Robertson Stephens Wealth Management, LLC
CIK 0001767307
Total reported value
$4.1B
645 stks
2026-06-30
Concentration10.3
Portfolio Stability20.9
Sector conviction74.6
View detail
AL
Aspiriant, LLC
CIK 0001433541
Total reported value
$4.1B
400 stks
2026-06-30
Concentration24.8
Portfolio Stability15.4
Sector conviction69.0
View detail
VI
Vestcor Inc
CIK 0001536925
Total reported value
$4.0B
1,189 stks
2026-06-30
Concentration2.9
Portfolio Stability31.3
Sector conviction44.1
View detail
PC
Par Capital Management Inc
CIK 0001051359
Total reported value
$4.0B
48 stks
2026-06-30
Concentration38.2
Portfolio Stability26.9
Sector conviction95.2
View detail
SI
Salem Investment Counselors Inc
CIK 0000884423
Total reported value
$4.0B
1,244 stks
2026-06-30
Concentration11.3
Portfolio Stability0.0
Sector conviction70.0
View detail
JS
Journey Strategic Wealth LLC
CIK 0001909316
Total reported value
$4.0B
3,980 stks
2026-03-31
Concentration82.1
Portfolio Stability14.9
Sector conviction100.0
View detail
KR
Kentucky Retirement Systems
CIK 0001537783
Total reported value
$4.0B
505 stks
2026-06-30
Concentration7.7
Portfolio Stability100.0
Sector conviction58.8
View detail
PW
Performance Wealth Partners, LLC
CIK 0001908765
Total reported value
$4.0B
235 stks
2026-06-30
Concentration50.7
Portfolio Stability24.2
Sector conviction100.0
View detail
HA
Homestead Advisers CORP
CIK 0000944804
Total reported value
$4.0B
124 stks
2026-06-30
Concentration8.3
Portfolio Stability32.8
Sector conviction39.9
View detail
WB
Wesbanco Bank Inc
CIK 0000877134
Total reported value
$4.0B
1,337 stks
2026-06-30
Concentration5.2
Portfolio Stability0.0
Sector conviction51.3
View detail
FT
Florida Trust Wealth Management Co
CIK 0001651023
Total reported value
$4.0B
774 stks
2026-06-30
Concentration6.0
Portfolio Stability0.0
Sector conviction47.8
View detail
AP
Avantax Planning Partners, Inc.
CIK 0001005441
Total reported value
$4.0B
454 stks
2026-06-30
Concentration15.5
Portfolio Stability11.8
Sector conviction47.9
View detail
AI
Achmea Investment Management B.V.
CIK 0001697765
Total reported value
$4.0B
115 stks
2026-06-30
Concentration18.2
Portfolio Stability24.9
Sector conviction66.3
View detail
NM
New Mexico Educational Retirement Board
CIK 0000862469
Total reported value
$4.0B
908 stks
2026-06-30
Concentration5.2
Portfolio Stability0.0
Sector conviction53.4
View detail
BB
Bb Biotech AG
CIK 0000924223
Total reported value
$4.0B
35 stks
2019-03-31
Stale — no recent filing
Concentration24.1
Portfolio Stability28.2
Sector conviction100.0
View detail
UC
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
Total reported value
$4.0B
1,014 stks
2026-03-31
Concentration2.8
Portfolio Stability28.0
Sector conviction40.7
View detail
SP
Sigma Planning Corp
CIK 0001449126
Total reported value
$4.0B
1,404 stks
2026-06-30
Concentration3.6
Portfolio Stability23.5
Sector conviction61.4
View detail
PF
Potomac Fund Management Inc /adv
CIK 0000826000
Total reported value
$4.0B
109 stks
2026-06-30
Concentration100.0
Portfolio Stability43.9
Sector conviction42.2
View detail
DA
Davis Asset Management, L.P.
CIK 0001945894
Total reported value
$3.9B
85 stks
2026-06-30
Concentration18.5
Portfolio Stability15.8
Sector conviction100.0
View detail
RP
Retirement Planning Group, LLC
CIK 0001508195
Total reported value
$3.9B
543 stks
2026-06-30
Concentration15.4
Portfolio Stability24.2
Sector conviction55.0
View detail
AI
ARGA Investment Management, LP
CIK 0001556915
Total reported value
$3.9B
121 stks
2026-06-30
Concentration20.9
Portfolio Stability72.3
Sector conviction44.5
View detail
LF
Long Focus Capital Management, LLC
CIK 0001602716
Total reported value
$3.9B
87 stks
2026-06-30
Concentration24.0
Portfolio Stability28.4
Sector conviction74.3
View detail
BI
Bvf Inc/il
CIK 0001056807
Total reported value
$3.9B
44 stks
2026-06-30
Concentration24.9
Portfolio Stability33.7
Sector conviction100.0
View detail
DC
DME Capital Management, LP
CIK 0001489933
Total reported value
$3.9B
95 stks
2026-06-30
Concentration23.7
Portfolio Stability37.4
Sector conviction44.7
View detail
LN
Lincoln National CORP
CIK 0000059558
Total reported value
$3.9B
20 stks
2026-06-30
Concentration23.9
Portfolio Stability12.3
Sector conviction0.0
View detail
Showing 451-600 of 2,434 institutions