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Institutional portfolios

Quarterly reports filed by institutional managers.

This is history, not a current position. Managers report their holdings as of the quarter end and file up to 45 days later. By the time a report is public the portfolio has already changed. Nothing here describes what a manager holds today.
Managers on record
200
Positions recorded
108,702
Quarters covered
1
Median portfolio size
350
positions per manager
Largest portfolio
4,387
positions
Smallest portfolio
168
positions
Most recent quarter
2026Q2
Managers with one position
0
ManagerQuarterPositionsReported valueFiled
CARY STREET PARTNERS INVESTMENT ADVISORY LLC2026Q24,387$494.2M2026-07-17
Blue Trust, Inc.2026Q23,745$9.5B2026-07-21
Versant Capital Management, Inc2026Q22,745$1.1B2026-07-02
MassMutual Private Wealth & Trust, FSB2026Q22,444$3.9B2026-07-02
AdvisorNet Financial, Inc2026Q22,278$2.2B2026-07-23
Bogart Wealth, LLC2026Q22,013$2.9B2026-07-24
BENJAMIN EDWARDS INC2026Q21,998$11B2026-07-24
AMALGAMATED BANK2026Q21,632$14.5M2026-07-23
Apollon Wealth Management, LLC2026Q21,590$8.2B2026-07-23
CX Institutional2026Q21,569$3.5M2026-07-02
Activest Wealth Management2026Q21,477$517.7M2026-07-16
EASTERN BANK2026Q21,466$6.5B2026-07-01
CARY STREET PARTNERS FINANCIAL LLC2026Q21,445$4.6B2026-07-17
Abound Wealth Management2026Q21,361$503.9M2026-07-10
DAVENPORT & Co LLC2026Q21,356$20.4B2026-07-13
DiNuzzo Private Wealth, Inc.2026Q21,351$1B2026-07-10
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q21,342$8B2026-07-24
Brookstone Capital Management2026Q21,308$10B2026-07-15
ELEVATION WEALTH PARTNERS, LLC2026Q21,305$333.8M2026-07-08
Cedar Mountain Advisors, LLC2026Q21,175$580.7M2026-07-02
Assenagon Asset Management S.A.2026Q21,158$80.2B2026-07-08
Ares Financial Consulting, LLC2026Q21,132$139.4M2026-07-09
Hilltop National Bank2026Q21,072$468.4M2026-07-02
Dynamic Advisor Solutions LLC2026Q21,045$3.5B2026-07-07
Central Pacific Bank - Trust Division2026Q21,037$984.1M2026-07-07
ARMSTRONG ADVISORY GROUP, INC2026Q2987$1.6B2026-07-13
Aventura Private Wealth, LLC2026Q2986$326M2026-07-15
Abel Hall, LLC2026Q2955$578.7M2026-07-24
Aspect Partners, LLC2026Q2905$268M2026-07-16
Avanza Fonder AB2026Q2857$4.6B2026-07-17
Dogwood Wealth Management LLC2026Q2851$253.8M2026-07-06
City State Bank2026Q2809$436.4M2026-07-14
ABN AMRO INVESTMENT SOLUTIONS2026Q2796$11.5B2026-07-23
Avior Wealth Management, LLC2026Q2787$3.8B2026-07-07
Noble Wealth Management PBC2026Q2778$223.4M2026-07-01
BFSG, LLC2026Q2769$1.1B2026-07-20
Apella Capital, LLC2026Q2753$7.1B2026-07-08
COUNTRY TRUST BANK2026Q2742$5.7B2026-07-15
Avidian Wealth Enterprises, LLC2026Q2739$3.6B2026-07-24
CWA Asset Management Group, LLC2026Q2729$3.3B2026-07-14
Bangor Savings Bank2026Q2711$1.4B2026-07-06
Beaird Harris Wealth Management, LLC2026Q2709$1.6B2026-07-08
BARRETT & COMPANY, INC.2026Q2707$357.2M2026-07-24
Center for Financial Planning, Inc.2026Q2669$1.1B2026-07-21
CHICAGO TRUST Co NA2026Q2662$690.1M2026-07-16
ALBION FINANCIAL GROUP /UT2026Q2652$1.7B2026-07-22
BURNEY CO/2026Q2643$3.7B2026-07-15
ADIRONDACK TRUST CO2026Q2640$335.6M2026-07-16
Chesley Taft & Associates LLC2026Q2637$2.6B2026-07-08
Aprio Wealth Management, LLC2026Q2636$2B2026-07-24
AMERICAN NATIONAL BANK & TRUST2026Q2631$1.2B2026-07-22
CITY HOLDING CO2026Q2625$884.5M2026-07-10
Boston Trust Walden Corp2026Q2620$13.1B2026-07-24
Atlantic Edge Private Wealth Management, LLC2026Q2619$489.4M2026-07-23
1015 Capital Partners, LLC2026Q2609$119.4M2026-07-21
Byrne Asset Management LLC2026Q2594$185.1M2026-07-07
Brookwood Investment Group LLC2026Q2589$887.6M2026-07-23
First Heartland Consultants, Inc.2026Q2589$1.5B2026-07-08
Accurate Wealth Management, LLC2026Q2576$1B2026-07-15
Drucker Wealth 3.0, LLC2026Q2569$632.3M2026-07-13
Bank of New Hampshire2026Q2537$479.2M2026-07-14
BTC Capital Management, Inc.2026Q2508$1.6B2026-07-16
Czech National Bank2026Q2503$18.3B2026-07-08
ATWOOD & PALMER INC2026Q2495$18.8B2026-07-08
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2026Q2493$902.8M2026-07-09
Bison Wealth, LLC2026Q2490$1.1B2026-07-07
CIGNA INVESTMENTS INC /NEW2026Q2485$772.5K2026-07-21
CIDEL ASSET MANAGEMENT INC2026Q2480$2.1B2026-07-17
Balefire, LLC2026Q2475$612.9M2026-07-07
E. Ohman J:or Asset Management AB2026Q2465$4.3B2026-07-10
MJT & Associates Financial Advisory Group, Inc.2026Q2465$151.2M2026-07-06
ASR Vermogensbeheer N.V.2026Q2460$9.7B2026-07-20
Atlatl Advisers LLC2026Q2459$421.1M2026-07-22
Cooper Financial Group2026Q2451$1.2B2026-07-08
Kozak & Associates, Inc.2026Q2451$576.1M2026-07-02
3 FACTOR INDEXING, LLC2026Q2438$118.1M2026-07-08
Trilogy Capital Inc.2026Q2424$2.6B2026-07-06
CONFLUENCE INVESTMENT MANAGEMENT LLC2026Q2422$6.4B2026-07-01
Baader Bank Aktiengesellschaft2026Q2415$1.3B2026-07-23
FIRST FINANCIAL BANK - TRUST DIVISION2026Q2411$1.4B2026-07-01
Roxbury Financial LLC2026Q2410$126.5M2026-07-01
FIRST FINANCIAL CORP /IN/2026Q2404$289M2026-07-07
ASPIRIANT, LLC2026Q2400$4.1B2026-07-20
COURIER CAPITAL LLC2026Q2399$2B2026-07-16
CAPITAL ADVISORS INC/OK2026Q2394$6.8B2026-07-23
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2026Q2391$566.1M2026-07-09
First County Bank /CT/2026Q2385$212.5M2026-07-02
Acropolis Investment Management, LLC2026Q2382$2.3B2026-07-15
ABC ARBITRAGE SA2026Q2381$926.1M2026-07-20
BEACON FINANCIAL GROUP2026Q2377$1.1B2026-07-16
Breakwater Capital Group2026Q2377$833.3M2026-07-08
CONGRESS ASSET MANAGEMENT CO2026Q2376$16.3B2026-07-07
FIDUCIARY FINANCIAL GROUP, LLC2026Q2373$882.4M2026-07-10
Barnes Dennig Private Wealth Management LLC2026Q2365$125M2026-07-15
Archford Capital Strategies, LLC2026Q2359$987.5M2026-07-17
CFS Investment Advisory Services, LLC2026Q2357$1.5B2026-07-16
Annex Advisory Services, LLC2026Q2356$5.9B2026-07-10
Atlas Brown,Inc.2026Q2354$3.7B2026-07-09
Bravera Wealth2026Q2352$260.8M2026-07-23
ANCHYRA PARTNERS LLC2026Q2350$416.4M2026-07-23
AG2R LA MONDIALE GESTION D'ACTIFS2026Q2342$2.8B2026-07-23
NEVILLE RODIE & SHAW INC2026Q2336$1.5M2026-07-06
BANQUE PICTET & CIE SA2026Q2333$16B2026-07-24
FIRST COMMUNITY TRUST NA2026Q2333$221.4M2026-07-10
Certified Advisory Corp2026Q2327$1.2B2026-07-16
Evanson Financial, LLC2026Q2325$2B2026-07-07
Abacus Wealth Partners, LLC2026Q2322$951.6M2026-07-22
Abundance Wealth Counselors2026Q2317$1.5B2026-07-23
Allegheny Financial Group2026Q2305$942M2026-07-22
Accel Wealth Management2026Q2305$444.4M2026-07-10
BIRCHBROOK, INC.2026Q2305$213.1M2026-07-09
CANANDAIGUA NATIONAL BANK & TRUST CO2026Q2305$1.2B2026-07-07
55 North Private Wealth, LLC2026Q2304$508.2M2026-07-07
Accredited Investors Inc.2026Q2299$2.3B2026-07-21
Hobart Private Capital, LLC2026Q2296$582.9M2026-07-06
Apollon Financial, LLC2026Q2294$847.6M2026-07-23
Cardinal Point Capital Management ULC2026Q2294$1.8B2026-07-14
Clark Asset Management, LLC2026Q2294$1.3B2026-07-07
RDA Financial Network2026Q2286$458.8M2026-07-06
BAKER TILLY WEALTH MANAGEMENT, LLC2026Q2285$470.8M2026-07-17
BALDWIN WEALTH PARTNERS LLC/MA2026Q2284$1.5B2026-07-14
Centurion Wealth Management LLC2026Q2283$418.2M2026-07-09
Bath Savings Trust Co2026Q2278$965.1M2026-07-09
APPLETON PARTNERS INC/MA2026Q2275$1.6M2026-07-21
Fermata Advisors, LLC2026Q2275$494.5M2026-07-07
BAR HARBOR WEALTH MANAGEMENT2026Q2268$1.9B2026-07-15
Castle Rock Wealth Management, LLC2026Q2268$509.4M2026-07-08
Baker Ellis Asset Management LLC2026Q2265$964.1M2026-07-23
COMMUNITY TRUST & INVESTMENT CO2026Q2262$1.9B2026-07-08
AlphaCentric Advisors LLC2026Q2261$118M2026-07-24
Abacus Planning Group, Inc.2026Q2259$808.9M2026-07-20
CHAPIN DAVIS, INC.2026Q2256$568.6M2026-07-07
General Partner, Inc.2026Q2255$185.9M2026-07-06
Dorato Capital Management2026Q2254$147.5M2026-07-13
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2026Q2253$7.6B2026-07-15
Beacon Bank & Trust2026Q2251$518.1M2026-07-08
BRANDYWINE OAK PRIVATE WEALTH LLC2026Q2245$1.3B2026-07-16
Aries Wealth Management2026Q2242$509.3M2026-07-24
BridgePort Financial Solutions, LLC2026Q2240$392.9M2026-07-24
Bell Bank2026Q2240$2.6B2026-07-16
CAISSE DES DEPOTS ET CONSIGNATIONS2026Q2236$5.9B2026-07-24
Alliance Wealth Advisors, LLC /UT2026Q2235$530.3M2026-07-23
Somerset Trust Co2026Q2232$353.6M2026-07-06
Ameliora Wealth Management Ltd.2026Q2229$336.9M2026-07-24
PRIVATE CLIENT SERVICES, LLC2026Q2229$381.4M2026-07-06
Brady Martz Wealth Solutions, LLC2026Q2228$662M2026-07-23
Pacific Excel Wealth Advisors, Inc.2026Q2228$258.4M2026-07-06
Bill Few Associates, Inc.2026Q2227$470M2026-07-07
Fruth Investment Management2026Q2225$420.6K2026-07-10
ACORN FINANCIAL ADVISORY SERVICES INC /ADV2026Q2223$753.5M2026-07-20
Castleview Partners, LLC2026Q2223$227.5M2026-07-20
Camelot Portfolios, LLC2026Q2215$142.9M2026-07-17
Bear Mountain Capital, Inc.2026Q2214$345.2M2026-07-20
CENTRAL BANK & TRUST CO2026Q2214$705.3M2026-07-17
Artemis Investment Management LLP2026Q2213$11.2B2026-07-23
Bank Pictet & Cie (Europe) AG2026Q2211$5.1B2026-07-24
ARQ WEALTH ADVISORS, LLC2026Q2209$806.6M2026-07-24
BROADWATER CAPITAL MANAGEMENT LLC2026Q2208$137.9M2026-07-24
Bright Futures Wealth Management, LLC.2026Q2208$154.8M2026-07-24
Alpha Omega Wealth Management LLC2026Q2208$657M2026-07-20
Bond & Devick Financial Network, Inc.2026Q2207$406.1M2026-07-16
BOS Asset Management, LLC2026Q2204$430.7M2026-07-13
Affinity Capital Advisors, LLC2026Q2203$809.5M2026-07-08
CHEMUNG CANAL TRUST CO2026Q2201$541.2M2026-07-15
BankChampaign, National Association2026Q2200$130.2M2026-07-23
CHATHAM CAPITAL GROUP, INC.2026Q2200$783M2026-07-13
Elmwood Wealth Management, Inc.2026Q2200$399.8M2026-07-08
Adelphi Trust Co2026Q2200$150.7M2026-07-01
Bensler, LLC2026Q2198$1.1B2026-07-23
Advantage Trust Co2026Q2197$284.3M2026-07-17
Burns Matteson Capital Management, LLC2026Q2196$319.7M2026-07-17
Crumly & Associates Inc.2026Q2196$522.3M2026-07-08
Barnes Wealth Management Group, Inc2026Q2195$216.2M2026-07-24
Connecticut Capital Management Group, LLC2026Q2195$124.1M2026-07-20
Boltwood Capital Management2026Q2192$436.4M2026-07-06
Core Wealth Partners LLC2026Q2191$234.7M2026-07-17
DOLIVER ADVISORS, LP2026Q2191$441.9M2026-07-10
BURNS J W & CO INC/NY2026Q2189$959.5M2026-07-15
Aspen Investment Management Inc2026Q2187$372K2026-07-17
Boston Common Asset Management, LLC2026Q2186$1.7B2026-07-21
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.2026Q2184$1.5B2026-07-24
Aegis Wealth Management, Inc.2026Q2183$154.9M2026-07-16
Cambridge Advisors Inc.2026Q2183$581.7M2026-07-16
Advisory Resource Group2026Q2183$665M2026-07-14
Alhambra Investment Management LLC2026Q2182$229.1M2026-07-16
Centennial Wealth Advisory LLC2026Q2181$463.2M2026-07-13
CULLEN INVESTMENT GROUP, LTD.2026Q2181$826.5M2026-07-09
ATTICUS WEALTH MANAGEMENT, LLC2026Q2177$420.1M2026-07-15
Brucke Financial, Inc.2026Q2175$225.1M2026-07-21
Berman McAleer LLC2026Q2175$863.7M2026-07-16
ADAMSBROWN WEALTH CONSULTANTS LLC2026Q2173$530.2M2026-07-09
AEGON ASSET MANAGEMENT UK Plc2026Q2172$9.4B2026-07-13
Charles Schwab Trust Co2026Q2171$1.8B2026-07-10
DIVERSIFIED MANAGEMENT INC2026Q2171$468.1M2026-07-10
Auto-Owners Insurance Co2026Q2170$4.4B2026-07-15
BigSur Wealth Management LLC2026Q2170$415.5M2026-07-14
Factor Wealth Management LTD2026Q2170$661.5M2026-07-08
City Center Advisors, LLC2026Q2170$123.5M2026-07-07
American Financial Advisors, LLC2026Q2169$831.1M2026-07-14
Columbia Asset Management2026Q2168$575.2M2026-07-21

Source: U.S. Securities and Exchange Commission, Form 13F