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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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Back to Institutions

Latest 13F filingsquarter being collected: 2026-09-30

A 13F is due 45 days after quarter end, so this quarter is still arriving. The aggregates on Institutions are rebuilt on a completed quarter and will show an earlier period until this one closes.

Top filers this quarter

Ranked by portfolio value, among those who have filed so far

25 filers
#FundPortfolio ValueHoldingsQ AlphaFiled
ValueQoQCountQoQ
1Swedbank AB$117.7B+1.5%1,103-1.8%+4.8%2026-10-27
2LILLY ENDOWMENT INC$104.2B-3.9%10.0%+15.5%2026-10-19
3Assenagon Asset Management S.A.$103.3B+28.9%1,096-5.4%+1.7%2026-10-15
4Robeco Institutional Asset Management B.V.$83.2B+2.2%8370.0%-0.4%2026-10-20
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$67.3B+12.6%4,427+1.0%-3.3%2026-10-13
6ASSETMARK, INC$59.5B+2.3%3,773+6.0%-3.9%2026-10-21
7Ninety One UK Ltd$45.5B+1.7%331+22.1%-9.0%2026-10-15
8Asset Management One Co., Ltd.$40.0B+2.6%940-1.8%-0.2%2026-10-27
9TD Waterhouse Canada Inc.$38.4B+1.1%2,464+2.5%-4.2%2026-10-16
10Temasek Holdings (Private) Ltd$36.7B-1.5%190-3.1%-4.2%2026-10-28
11NISA INVESTMENT ADVISORS, LLC$34.7B+8.2%3,180-1.0%+0.1%2026-10-20
12PARNASSUS INVESTMENTS, LLC$33.8B-9.7%123-8.9%+2.2%2026-10-22
13Mastercard Foundation Asset Management Corp$32.7B+2.0%30.0%-12.2%2026-10-28
14Vontobel Holding Ltd.$27.7B-12.0%3,131-5.6%-5.4%2026-10-16
15EXCHANGE TRADED CONCEPTS, LLC$25.3B+15.5%3,089+11.7%-4.4%2026-10-28
16STATE OF MICHIGAN RETIREMENT SYSTEM$22.6B0.0%966+0.6%+1.0%2026-10-27
17UniSuper Management Pty Ltd$20.4B+5.4%636-2.5%-0.3%2026-10-26
18DAVENPORT & Co LLC$19.9B-2.3%1,389+2.4%-5.1%2026-10-14
19FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$19.7B-0.9%466+3.1%-2.4%2026-10-15
20FLOSSBACH VON STORCH SE$19.7B-11.1%97-8.5%-11.2%2026-10-28
21HB Wealth Management, LLC$19.5B+9.4%1,885+9.7%-2.5%2026-10-23
22FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$19.4B-7.5%516-1.7%+0.5%2026-10-15
23Gigafund Management Company, LLC$19.1B-35.1%20.0%+5.2%2026-10-28
24Czech National Bank$18.9B+3.2%5030.0%+0.7%2026-10-13
25D.A. DAVIDSON & CO.$18.6B+2.9%1,605+0.8%-4.1%2026-10-28

Most recent filings

Filing date: 2026-10-28

213 filings
CIK
2026-09-30Temasek Holdings (Private) Ltd0001021944$36.7B19013F-HR
2026-09-30Mastercard Foundation Asset Management Corp0002006397$32.7B313F-HR
2026-09-30EXCHANGE TRADED CONCEPTS, LLC0001457320$25.3B3,08913F-HR
2026-09-30FLOSSBACH VON STORCH SE0001575677$19.7B9713F-HR
2026-09-30Gigafund Management Company, LLC0001713833$19.1B213F-HR
2026-09-30D.A. DAVIDSON & CO.0001080107$18.6B1,60513F-HR
2026-09-30VIRGINIA RETIREMENT SYSTEMS ET Al0001005354$16.3B2,02913F-HR
2026-09-30National Mutual Insurance Federation of Agricultural Cooperatives0001542927$15.6B4213F-HR
2026-09-30MEITAV INVESTMENT HOUSE LTD0001398346$15.5B30013F-HR
2026-09-30CULLEN/FROST BANKERS, INC.0000039263$10.2B1,47713F-HR
2026-09-30CHOREO, LLC0001679031$9.7B1,69513F-HR
2026-09-30Modera Wealth Management, LLC0001542143$9.5B67413F-HR
2026-09-30Raiffeisen Bank International AG0002044885$8.7B96413F-HR
2026-09-30EVERETT HARRIS & CO /CA/0001009254$8.5B28213F-HR
2026-09-30Glenview Trust Co0001691827$7.4B81413F-HR
2026-09-30WT Asset Management Ltd0001780365$6.2B4413F-HR
2026-09-30MGO ONE SEVEN LLC0001731444$6.1B1,55413F-HR
2026-09-30TD PRIVATE CLIENT WEALTH LLC0001551017$5.5B1,78413F-HR
2026-09-30Donor Advised Charitable Giving, Inc.0001535839$5.2B3613F-HR
2026-09-30Americana Partners, LLC0001797678$4.7B62813F-HR
2026-09-30Troy Asset Management Ltd0001601407$4.2B3213F-HR
2026-09-30MEYER HANDELMAN CO0000045319$3.5B28713F-HR
2026-09-30CHILTON CAPITAL MANAGEMENT LLC0001056859$3.2B58213F-HR
2026-09-30FIRST NATIONAL TRUST CO0001277303$2.9B60713F-HR
2026-09-30MCF Advisors LLC0001602905$2.8B42513F-HR
2026-09-30HENNESSY ADVISORS INC0001145255$2.7B28713F-HR
2026-09-30Constellation Investments, Inc.0001573575$2.6B1813F-HR
2026-09-30Nationwide Fund Advisors0001097218$2.3B813F-HR
2026-09-30PARSONS CAPITAL MANAGEMENT INC/RI0001018674$2.3B52313F-HR
2026-09-30Aprio Wealth Management, LLC0001803519$2.2B63813F-HR
2026-09-30Soltis Investment Advisors LLC0001802530$2.2B81413F-HR
2026-09-30FOUNDERS FINANCIAL SECURITIES LLC0001342396$2.0B57913F-HR
2026-09-30China Universal Asset Management Co., Ltd.0001906594$1.9B52213F-HR
2026-09-30Parcion Private Wealth LLC0001801263$1.8B61513F-HR
2026-09-30Sava Infond d.o.o.0002055882$1.7B32913F-HR
2026-09-30INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0001818604$1.7B92513F-HR
2026-09-30Moss Adams Wealth Advisors LLC0001661245$1.5B50613F-HR
2026-09-30United Asset Strategies, Inc.0001539948$1.5B26813F-HR
2026-09-30Convergence Investment Partners, LLC0001456133$1.3B23213F-HR
2026-09-30Clear Creek Financial Management, LLC0001784235$1.3B61713F-HR
2026-09-30State of Wyoming0001821626$1.3B1,69113F-HR
2026-09-30Avestar Capital, LLC0001704404$1.3B51913F-HR
2026-09-30Blueprint Investment Partners LLC0001794467$1.2B16913F-HR
2026-09-30Tributary Capital Management, LLC0001441888$1.1B21113F-HR
2026-09-30Intrua Financial, LLC0001812792$1.1B47513F-HR
2026-09-30CUTLER INVESTMENT COUNSEL LLC0001285973$1.1B15613F-HR
2026-09-30Buck Wealth Strategies, LLC0001973259$1.1B1,15513F-HR
2026-09-30Harbour Trust & Investment Management Co0002003557$1.0B28813F-HR
2026-09-30PARTNERS WEALTH MANAGEMENT, LLC0002054714$961.4M47913F-HR
2026-09-30Blueprint Financial Advisors LLC0002054129$936.1M15213F-HR
2026-09-30GREATMARK INVESTMENT PARTNERS, INC.0001540944$931.3M15813F-HR
2026-09-30Strid Group, LLC0001625800$917.2M9313F-HR
2026-09-30Fractal Investments LLC0001843590$882.7M7813F-HR
2026-09-30SIERRA SUMMIT ADVISORS LLC0002012614$851.8M17413F-HR
2026-09-30GREENUP STREET WEALTH MANAGEMENT LLC0001909904$813.0M13413F-HR
2026-09-30Financial Solutions Advisory Group, Inc.0002135269$788.0M19013F-HR
2026-09-30Independent Solutions Wealth Management, LLC0001818391$787.8M19413F-HR
2026-09-30Brooklands Fund Management Ltd0002036388$782.5M6513F-HR
2026-09-30Lebenthal Global Advisors, LLC0001845766$747.0M30613F-HR
2026-09-30Blue Fin Capital, Inc.0001576102$741.6M16413F-HR
2026-09-30CHICAGO TRUST Co NA0001601539$732.6M67113F-HR
2026-09-30HUDSON EDGE INVESTMENT PARTNERS INC.0000740272$727.7M12913F-HR
2026-09-30Elwood & Goetz Wealth Advisory Group, LLC0001752758$725.3M17013F-HR
2026-09-30LJI Wealth Management, LLC0001988563$712.0M19513F-HR
2026-09-30Fonville Wealth Management LLC0002008703$663.1M16613F-HR
2026-09-30CHILDRESS CAPITAL ADVISORS, LLC0001849561$645.8M40613F-HR
2026-09-30SAGE RHINO CAPITAL LLC0001771605$620.1M37213F-HR
2026-09-30SkyOak Wealth, LLC0001800379$615.6M23913F-HR
2026-09-30ERn Financial, LLC0001768302$613.2M16313F-HR
2026-09-30Interchange Capital Partners, LLC0001845998$598.1M44913F-HR
2026-09-30Intesa Sanpaolo Wealth Management0002110902$592.0M31013F-HR
2026-09-30Verde Capital Management0001802891$572.7M7313F-HR
2026-09-30Cove Private Wealth, LLC0002015131$570.0M21213F-HR
2026-09-30Thrive Capital Management, LLC0001845943$557.4M18013F/A
2026-09-30Aljian Capital Management, LLC0001731260$554.0M13013F-HR
2026-09-30Alliance Wealth Advisors, LLC /UT0001893261$548.4M22413F-HR
2026-09-30Coyle Financial Counsel LLC0001593038$542.9M12313F-HR
2026-09-30Curtis Advisory Group, LLC0001664656$536.8M11913F-HR
2026-09-30Frontier Asset Management, LLC0001910146$529.8M8113F-HR
2026-09-30Cranbrook Wealth Management, LLC0001599084$529.3M37413F-HR
2026-09-30Waterway Wealth Management, LLC0001992193$527.9M10913F-HR
2026-09-30Shakespeare Wealth Management, LLC0001658509$517.5M11113F-HR
2026-09-30Navigation Group, LLC0002132497$501.4M12313F-HR
2026-09-30Windmill Hill Asset Management Ltd0001831132$499.4M2213F-HR
2026-09-30Renaissance Investment Group LLC0001509508$487.3M7713F-HR
2026-09-30Park Edge Advisors, LLC0001965659$474.2M15713F-HR
2026-09-30Outlook Wealth Advisors, LLC0001767151$470.3M31313F-HR
2026-09-30Evergreen Advisors, LLC0001762294$465.9M3113F-HR
2026-09-30Ironwood Wealth Management, LLC.0001692820$463.4M5013F-HR
2026-09-30Fusion Capital, LLC0001802955$457.7M10513F-HR
2026-09-30Global Assets Advisory, LLC0001942932$452.3M30813F-HR
2026-09-30Global View Capital Management LLC0001994495$449.0M12613F-HR
2026-09-30Main Street Group, LTD0001965796$444.9M1,60213F-HR
2026-09-30Creative Capital Management Investments LLC0001957363$443.5M1,44413F-HR
2026-09-30Rinkey Investments0001730774$415.7M13213F-HR
2026-09-30Clean Yield Group0001525865$412.2M39213F-HR
2026-09-30Heritage Wealth Management, Inc.0001944755$400.6M27213F-HR
2026-09-30DUMONT & BLAKE INVESTMENT ADVISORS LLC0001287618$398.1M18013F-HR
2026-09-30Gilliland Jeter Wealth Management LLC0002009886$395.3M19313F-HR
2026-09-30Lynch Asset Management, Inc.0001906719$392.6M5213F-HR
2026-09-30Whelan Financial0001894921$385.8M10613F-HR
2026-09-30Corundum Group, Inc.0001486083$380.1M12213F-HR
2026-09-30Seneca Financial Advisors LLC0002082922$377.2M6313F-HR
2026-09-30Morling Financial Advisors, LLC0001905198$373.5M14413F-HR
2026-09-30KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT0002035883$369.8M8513F-HR
2026-09-30Sterling Financial Planning, Inc.0001844278$364.8M12413F-HR
2026-09-30Auour Investments LLC0001789310$353.2M9513F-HR
2026-09-30Argyle Capital Management, LLC0001321194$349.4M13513F-HR
2026-09-30Canopy Partners, LLC0001960860$345.8M23613F-HR
2026-09-30Ashoka WhiteOak Capital Pte Ltd0002031708$342.7M2013F-HR
2026-09-30Towne Trust Company, N.A0001102256$340.5M35113F-HR
2026-09-30Vert Asset Management LLC0001904664$338.2M4713F-HR
2026-09-30United Community Bank0002000314$335.9M55713F-HR
2026-09-30Prodigy Asset Management LLC0001956244$335.2M3113F-HR
2026-09-30Prosperitas Financial LLC0002001016$331.8M15513F-HR
2026-09-30Argentarii, LLC0002030055$327.7M20413F-HR
2026-06-30Bank of the Bluegrass & Trust Co.0001768763$324.9M24213F-HR
2026-09-30Raleigh Capital Management Inc.0001911726$321.5M50713F-HR
2026-09-30Left Brain Wealth Management, LLC0001957370$317.4M9813F-HR
2026-09-30Glass Wealth Management Co LLC0002017692$316.7M7113F-HR
2026-09-30RBA Wealth Management, LLC0001776296$315.8M11913F-HR
2026-09-30Weinberger Asset Management, Inc0002051705$315.0M10313F-HR
2026-09-30AXIS CAPITAL HOLDINGS LTD0001214816$314.1M313F-HR
2026-09-30Legacy Bridge, LLC0001689144$309.6M32813F-HR
2026-09-30Armstrong, Fleming & Moore, Inc0001990099$302.7M11113F-HR
2026-09-30Rubicon Global Capital Ltd0002055276$297.0M1413F-HR
2026-09-30American Capital Advisory, LLC0002018007$293.0M1,17313F-HR
2026-09-30Steadview Capital Management LLC0001844008$290.8M913F-HR
2026-09-30Values Added Financial LLC0001973921$282.1M14313F-HR
2026-09-30HOWARD WEALTH MANAGEMENT, LLC0001766286$276.9M15013F-HR
2026-09-30AAF Wealth Management, LLC0001726609$275.1M6513F-HR
2026-09-30IMPACTfolio, LLC0001896447$274.4M3513F-HR
2026-09-30WMG Financial Advisors, LLC0001906711$265.4M18713F-HR
2026-09-30HILLMAN CO0001036288$260.7M1513F-HR
2026-09-30Cornerstone Wealth Partners, LLC0002109292$251.8M1313F-HR
2026-09-30SALZHAUER MICHAEL0001059543$249.1M8813F-HR
2026-09-30Transcendent Capital Group LLC0002013703$247.5M11813F-HR
2026-09-30Gray Private Wealth, LLC0001928877$245.4M6413F-HR
2026-09-30SimpliFi, Inc.0001716983$245.2M4513F-HR
2026-09-30Turning Point Benefit Group, Inc.0002008513$244.6M10613F-HR
2026-09-30Finley Financial, LLC0002047823$242.0M10713F-HR
2026-09-30Reflection Asset Management0002108398$241.0M15413F-HR
2026-09-30Foundry Financial Group, Inc.0002007960$240.8M8313F-HR
2026-09-30LFG Wealth Partners, LLC0002044171$240.1M10613F-HR
2026-09-30PEAK FINANCIAL ADVISORS LLC0001843309$231.9M7813F-HR
2026-09-30Cromwell Holdings LLC0001894712$221.5M1,60913F-HR
2026-09-30Charter Capital Management, LLC\DE0002076040$220.4M6913F-HR
2026-09-30PRIMORIS WEALTH ADVISORS, LLC0001909619$214.7M12613F-HR
2026-09-30Arta Finance Wealth Management LLC0002099257$211.1M10513F-HR
2026-09-30Cornerstone Wealth, LLC/TN0002135644$208.7M10313F-HR
2026-09-30RIVERCHASE WEALTH MANAGEMENT, LLC0002055985$206.0M7913F-HR
2026-09-30Jones Kertz & Associates, Inc.0002104438$202.4M6613F-HR
2026-09-30Kurv Investment Management LLC0002027462$200.1M6513F-HR
2026-09-30Arena Capital Advisors, LLC- CA0001833078$199.8M2313F-HR
2026-09-30Invera Wealth Advisors, LLC0001976780$193.7M13513F-HR
2026-09-30Marin Bay Wealth Advisors, LLC0002109834$192.3M13113F-HR
2026-09-30Crystal Rock Capital Management0001510668$190.1M3413F-HR
2026-09-30Crew Capital Management, Ltd0001835669$190.0M11713F-HR
2026-09-30CFC Planning Co LLC0001854428$186.3M6713F-HR
2026-09-30Hoffman, Alan N Investment Management0001848530$186.0M1413F-HR
2026-09-30OPINICUS CAPITAL, INC.0002009743$185.6M9813F-HR
2026-09-30BNB Wealth Management, LLC0002111175$181.6M9413F-HR
2026-09-30BRIAN LOW FINANCIAL GROUP, LLC0002079080$179.4M12013F-HR
2026-09-30Marshall & Sterling Wealth Advisors Inc.0002056315$174.7M36913F-HR
2026-09-30Wildcat Capital Management, LLC0001582384$174.4M513F-HR
2026-09-30TOWER TRUST & INVESTMENT Co0002067591$174.3M21813F-HR
2026-09-30EVOLUTION WEALTH MANAGEMENT INC.0002010029$173.9M92613F-HR
2026-09-30Petros Family Wealth, LLC0002004963$170.9M41113F-HR
2026-09-30Collar Capital Management, LLC0002056719$167.2M6813F-HR
2026-09-30Sagace Wealth Management LLC0002027449$162.7M7713F-HR
2026-09-30Bosman Wealth Management, LLC0002066260$162.3M6113F-HR
2026-09-30FLOYD FINANCIAL GROUP LLC0002007613$159.9M6213F-HR
2026-09-30Warm Springs Advisors Inc.0002057078$159.7M4313F-HR
2026-09-30WILLNER & HELLER, LLC0001927796$158.1M17013F-HR
2026-09-30Madison Park Capital Advisors, LLC0001993022$155.9M7313F-HR
2026-09-30DURANTE & WATERS, LLC0001666582$154.8M3713F-HR
2026-09-30Diversified Investment Strategies, LLC0001427196$154.1M5613F-HR
2026-09-30Morey & Quinn Wealth Partners, LLC0002055521$153.4M13913F-HR
2026-09-30Yorktown Management & Research Co Inc0001313559$149.7M25213F-HR
2026-09-30Prosperity Advisers, LLC0002042930$143.9M4613F-HR
2026-09-30Vested Financial Planning, LLC0002044679$143.0M3013F-HR
2026-09-30Sidoxia Capital Management, LLC0002132534$142.5M8613F-HR
2026-09-30Gilbert Capital Group, Inc.0002035854$142.4M6013F-HR
2026-09-30Dynamic Financial Group0002061178$137.5M7813F-HR
2026-09-30SBI Holdings USA, Inc.0002107413$132.6M113F-HR
2026-09-30Pacific Capital Partners Ltd0002064920$132.5M4113F-HR
2026-09-30CDKV HOLDINGS LLC0002109928$132.0M27813F-HR
2026-09-30KW WEALTH MANAGEMENT LLC0002078696$129.6M7913F-HR
2026-09-30Kampmann Melissa S.0001999898$128.4M7913F-HR
2026-09-30DWM Financial Group, Inc.0001759545$127.7M6513F-HR
2026-09-30Frankly Finances, LLC0002096338$127.6M9113F-HR
2026-09-30Kassira Wealth Management LLC0002095972$126.5M6513F-HR
2026-09-30Kelsey Financial, LLC0002022609$125.4M6313F-HR
2026-09-30Life Planning Partners, Inc0001910934$125.3M6913F-HR
2026-09-30Atlas Venture Advisors, Inc.0001767432$111.2M313F-HR
2026-09-30Guilbault Capital LLC0002134737$102.0M7313F-HR
2026-09-30Financial Network Wealth Advisors LLC0002012031$101.3M90813F-HR
2026-09-30WEDGEWOOD INVESTORS INC /PA/0001125243$97.6M10613F-HR
2026-09-30Wellment Financial0001940000$92.9M3913F-HR
2026-09-30Mowery & Schoenfeld Wealth Management, LLC0002019946$89.6M36513F-HR
2026-09-30China-UAE Investment Cooperation Fund, L.P.0002106200$41.3M113F-HR
2026-09-30Axim Planning & Wealth0001950607$26.5M2113F-HR
2026-09-30Livelsberger Financial Advisory0002015721$18.6M21813F-HR
2026-09-30NIPPON LIFE INSURANCE CO0000905591$6.6M413F-HR
2026-09-30Summit Global Investments0001697953$2.0M51613F-HR
2026-09-30Cohalo Advisory LLC0002056438$1.8M1813F-HR
2026-09-30PAYDEN & RYGEL0000919219$1.3M12913F-HR
2026-09-30LINCLUDEN MANAGEMENT LTD0001058231$1.0M6713F-HR
2026-09-30BIRINYI ASSOCIATES INC0001079738$423K6013F-HR
2026-09-30SS&H Financial Advisors, Inc.0001911735$394K13113F-HR
2026-09-30Frist Capital, LLC0002059425$0113F-HR
2026-09-30GPI CAPITAL, L.P.0001836021$0113F-HR
2026-09-30SOL Capital Management CO0001339270$0113F-HR