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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
1Sumitomo Mitsui Trust Group, Inc.$174.4B-0.4%1,058-2.0%+0.5%2026-10-29
2Swedbank AB$117.7B+1.5%1,103-1.8%+4.8%2026-10-27
3LILLY ENDOWMENT INC$104.2B-3.9%10.0%+15.5%2026-10-19
4Assenagon Asset Management S.A.$103.3B+28.9%1,096-5.4%+1.7%2026-10-15
5Robeco Institutional Asset Management B.V.$83.2B+2.2%8370.0%-0.4%2026-10-20
6ProShare Advisors LLC$69.5B+0.5%1,844-3.6%+4.8%2026-10-29
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$67.3B+12.6%4,427+1.0%-3.3%2026-10-13
8ASSETMARK, INC$59.5B+2.3%3,773+6.0%-3.9%2026-10-21
9Mirae Asset Global Investments Co., Ltd.$57.0B-15.7%2,335-1.6%+0.9%2026-10-29
10Daiwa Securities Group Inc.$53.6B+4.8%1,641-1.9%+2.8%2026-10-29
11Ninety One UK Ltd$45.5B+1.7%331+22.1%-9.0%2026-10-15
12Asset Management One Co., Ltd.$40.0B+2.6%940-1.8%-0.2%2026-10-27
13Bank Julius Baer & Co. Ltd, Zurich$39.3B+1.7%669+1.2%-1.5%2026-10-29
14TD Waterhouse Canada Inc.$38.4B+1.1%2,464+2.5%-4.2%2026-10-16
15Temasek Holdings (Private) Ltd$36.7B-1.5%190-3.1%-4.2%2026-10-28
16NISA INVESTMENT ADVISORS, LLC$34.7B+8.2%3,180-1.0%+0.1%2026-10-20
17PARNASSUS INVESTMENTS, LLC$33.8B-9.7%123-8.9%+2.2%2026-10-22
18Mastercard Foundation Asset Management Corp$32.7B+2.0%30.0%-12.2%2026-10-28
19Vontobel Holding Ltd.$27.7B-12.0%3,131-5.6%-5.4%2026-10-16
20EXCHANGE TRADED CONCEPTS, LLC$25.3B+15.5%3,089+11.7%-4.4%2026-10-28
21STATE OF MICHIGAN RETIREMENT SYSTEM$22.6B0.0%966+0.6%+1.0%2026-10-27
22UniSuper Management Pty Ltd$20.4B+5.4%636-2.5%-0.3%2026-10-26
23DAVENPORT & Co LLC$19.9B-2.3%1,389+2.4%-5.1%2026-10-14
24FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$19.7B-0.9%466+3.1%-2.4%2026-10-15
25FLOSSBACH VON STORCH SE$19.7B-11.1%97-8.5%-11.2%2026-10-28

Most recent filings

Filing date: 2026-10-29

192 filings
CIK
2026-09-30Sumitomo Mitsui Trust Group, Inc.0001475365$174.4B1,05813F-HR
2026-09-30ProShare Advisors LLC0001357955$69.5B1,84413F-HR
2026-09-30Mirae Asset Global Investments Co., Ltd.0001569395$57.0B2,33513F-HR
2026-09-30Daiwa Securities Group Inc.0001481045$53.6B1,64113F-HR
2026-09-30Bank Julius Baer & Co. Ltd, Zurich0001544599$39.3B66913F-HR
2026-09-30Vise Technologies, Inc.0001812090$12.0B2,10813F-HR
2026-09-30GREENLEAF TRUST0001162170$9.8B1,47213F-HR
2026-09-30Fideuram Asset Management (Ireland) dac0002109923$4.6B74213F-HR
2026-09-30GRIMES & Co WEALTH MANAGEMENT, LLC0001321993$4.3B71413F-HR
2026-09-30Gerber Kawasaki Wealth & Investment Management0001666736$3.9B40313F-HR
2026-09-30PROFUND ADVISORS LLC0001129919$3.5B1,09913F-HR
2026-09-30INTEGRITY ALLIANCE, LLC.0001352260$3.3B96713F-HR
2026-09-30PROVIDENT TRUST CO0001140436$3.2B2113F-HR
2026-09-30Welch Group, LLC0001443095$2.9B32213F-HR
2026-09-30Nippon Life Global Investors Americas, Inc.0001040190$2.5B10413F-HR
2026-06-30BFC Planning, Inc.0002160654$2.5B3,42413F-HR
2026-09-30Leonteq Securities AG0001535950$2.4B1,32613F-HR
2026-09-30MONTAG A & ASSOCIATES INC0000829407$2.3B1,05313F-HR
2025-12-31BFC Planning, Inc.0002160654$2.3B3,22013F-HR
2026-03-31BFC Planning, Inc.0002160654$2.2B3,03513F-HR
2026-09-30GDS Wealth Management0001940869$2.2B25413F-HR
2026-09-30Traynor Capital Management, Inc.0001666786$2.2B32713F-HR
2026-09-30Trek Financial, LLC0001768195$2.2B51313F-HR
2026-09-30CIDEL ASSET MANAGEMENT INC0001621915$2.1B47813F-HR
2026-09-30Koshinski Asset Management, Inc.0001633389$1.9B78713F-HR
2026-09-30WOODMONT INVESTMENT COUNSEL LLC0001133653$1.9B28913F-HR
2026-09-30GRANDFIELD & DODD, LLC0001308016$1.9B21613F-HR
2026-09-30Garde Capital, Inc.0001616328$1.8B24013F-HR
2026-09-30P/E Global LLC0001910344$1.6B813F-HR
2026-09-30SUMMIT WEALTH GROUP LLC / CO0002081278$1.6B43913F-HR
2026-09-30Unison Advisors LLC0001695818$1.4B17113F-HR
2026-09-30XML Financial, LLC0001800465$1.4B46313F-HR
2025-09-30BFC Planning, Inc.0002160654$1.4B2,89413F-HR
2026-09-30FIRST BUSINESS FINANCIAL SERVICES, INC.0001521951$1.3B20713F-HR
2025-06-30BFC Planning, Inc.0002160654$1.3B2,66013F-HR
2026-09-30Salomon & Ludwin, LLC0001766156$1.2B1,71213F-HR
2024-12-31BFC Planning, Inc.0002160654$1.2B2,60313F-HR
2026-09-30Certified Advisory Corp0001731732$1.2B32713F-HR
2026-09-30Verus Financial Partners, Inc.0001481714$1.2B13213F-HR
2025-03-31BFC Planning, Inc.0002160654$1.1B2,66313F-HR
2026-09-30MV CAPITAL MANAGEMENT, INC.0001633366$1.1B1,28413F-HR
2026-09-30Caitong International Asset Management Co., Ltd0001963355$1.0B3,27913F-HR
2026-09-30Aviance Capital Partners, LLC0001542383$979.1M38713F-HR
2026-09-30HARTLINE INVESTMENT CORP/0000945625$969.2M10113F-HR
2026-09-30Integrity Advisory Solutions, LLC0002057931$952.9M38813F-HR
2026-09-30Arista Wealth Management, LLC0001964758$934.6M26513F-HR
2026-09-30BlueSky Wealth Advisors, LLC0001704107$864.5M11013F-HR
2026-09-30HOEY INVESTMENTS, INC0001799544$850.8M45713F-HR
2026-09-30BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC0001352860$840.1M76213F-HR
2026-09-30SilverOak Wealth Management LLC0001764766$839.7M13113F-HR
2026-09-30ARQ WEALTH ADVISORS, LLC0001811827$834.3M21013F-HR
2026-09-30NOTTINGHAM ADVISORS, INC.0001093276$817.0M11713F-HR
2026-09-30Strategic Wealth Investment Group, LLC0001802365$806.3M10013F-HR
2026-09-30Strategic Point Investment Advisors, LLC0001295044$772.1M3713F-HR
2026-09-30Virtue Capital Management, LLC0001729985$768.1M37913F-HR
2026-09-30TSG Advice Partners, LLC0002111347$764.1M14113F-HR
2026-09-30Security Financial Services, INC.0001913590$750.1M20013F-HR
2026-09-30Austin Asset Management Co Inc0001902024$746.7M9613F-HR
2026-09-30SFE Investment Counsel0001317784$746.6M15313F-HR
2026-09-30BOCHK Asset Management Ltd0002010854$710.4M13113F-HR
2026-09-30Spectrum Financial Alliance Ltd LLC0001566531$692.4M3913F-HR
2026-09-30CORTLAND ASSOCIATES INC/MO0001014315$689.6M6213F-HR
2026-09-30Bell Investment Advisors, Inc0001890149$684.3M1,93413F-HR
2026-09-30CAPITAL MANAGEMENT CORP /VA0001074273$667.5M7313F-HR
2026-09-30Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)0001599719$659.2M6513F-HR
2026-09-30INVESTMENT PARTNERS, LTD.0001050068$648.0M23113F-HR
2026-09-30Leonard Rickey Investment Advisors P.L.L.C.0001731447$643.6M12913F-HR
2026-09-30MITCHELL CAPITAL MANAGEMENT CO0001080351$643.0M11213F-HR
2026-09-30PINKERTON WEALTH, LLC0001536446$641.9M13813F-HR
2026-09-30SHERMAN PORFOLIOS, LLC0002096483$641.4M12713F-HR
2026-09-30MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC0001067324$609.6M14713F-HR
2026-09-30LANDAAS & CO /WI /ADV0000913990$606.3M16013F-HR
2026-09-30STEVENS CAPITAL PARTNERS0001965176$576.9M27213F-HR
2026-09-30Hollow Brook Wealth Management LLC0001455251$575.5M8713F-HR
2026-09-30COERENTE CAPITAL MANAGEMENT0001860790$572.0M4313F-HR
2026-09-30Hiddenite Capital Partners LP0001823823$561.9M2613F-HR
2026-09-30Kozak & Associates, Inc.0001764970$552.7M39213F-HR
2026-09-30Midwest Professional Planners, LTD.0001730575$506.0M14113F-HR
2026-09-30Pilgrim Partners Asia Pte Ltd0002012674$504.9M12513F-HR
2026-09-30Alliance Wealth Management Group0001623707$497.9M9813F-HR
2026-09-30Strategic Value Partners, LLC0001301912$493.0M413F-HR
2026-09-30SUMMIT PARTNERS L P0000830588$490.9M513F-HR
2026-09-30INVESTMENT MANAGEMENT ASSOCIATES INC /ADV0000052024$490.4M3313F-HR
2026-09-30Hurlow Wealth Management Group, Inc.0001747749$480.3M12513F-HR
2026-09-30Bridge City Capital, LLC0001713521$479.8M11113F-HR
2026-09-30Columbia Bank0002017259$466.6M27113F-HR
2026-09-30Prairie Wealth Advisors, Inc.0002022783$464.7M27513F-HR
2026-09-30New Capital Management LP0001696731$446.9M5813F-HR
2026-09-30Strategic Family Wealth Counselors, L.L.C.0001729755$428.6M17013F-HR
2026-09-30WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC0001812177$420.4M15113F-HR
2026-09-30VCI Wealth Management LLC0002009388$418.5M10213F-HR
2026-09-30Pinnacle Financial Group, LLC / IL0001905962$415.6M12113F-HR
2026-09-30Sicart Associates LLC0001696494$412.6M7313F-HR
2026-09-30TUCKER ASSET MANAGEMENT LLC0001870012$405.8M19013F-HR
2026-09-30RESTON WEALTH MANAGEMENT LLC0001767617$368.9M7113F-HR
2026-09-30Spectrum Wealth Advisory Group, LLC0001776821$354.0M7513F-HR
2026-09-30Westwood Wealth Management0001861125$352.8M4713F-HR
2026-09-30DORVAL Corp0001999144$347.9M4713F-HR
2026-09-30Greenfield Seitz Capital Management, LLC0002097528$345.6M11213F-HR
2026-09-30Prosperity Financial Group, Inc.0001991334$340.6M19313F-HR
2026-09-30Royal Harbor Partners, LLC0001801876$326.9M5613F-HR
2026-09-30Vigilare Wealth Management0001730889$326.8M12313F-HR
2026-09-30Hapanowicz & Associates Financial Services, Inc0001695959$324.8M3813F-HR
2026-09-30Omega Financial Group, LLC0001767982$322.9M10513F-HR
2026-09-30Richmond Investment Services, LLC0002031991$315.8M14713F-HR
2026-09-30TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV0000709089$315.3M18813F-HR
2026-09-30AJ Advisors, LLC0001951167$312.4M3013F-HR
2026-09-30MBA Advisors LLC0001848704$306.1M16913F-HR
2026-09-30Heathbridge Capital Management Ltd.0001503269$300.4M3113F-HR
2026-09-30Wealth Advisors Northwest LLC0002053892$299.3M6213F-HR
2026-09-30Signature Equity Partners, LLC0002109813$286.9M1,76913F-HR
2026-09-30Mine & Arao Wealth Creation & Management, LLC.0001802994$279.8M7913F-HR
2026-09-30Hubbell Strickland Wealth Management, LLC0001791555$279.7M8813F-HR
2026-09-30Horizon Advisory Services, Inc.0001799006$264.4M5113F-HR
2026-09-30New England Professional Planning Group Inc.0001540867$263.1M4913F-HR
2026-09-30Keeler Thomas Management LLC0001730660$255.9M14913F-HR
2026-09-30Matisse Capital0001668256$255.6M18413F-HR
2026-09-30WEST BANCORPORATION INC0001166928$255.1M9013F-HR
2026-09-30Elevation Capital Advisory, LLC0001871112$255.1M6913F-HR
2026-09-30OPTIMA CAPITAL LLC0002070972$252.7M27213F-HR
2026-09-30Harold Davidson & Associates Inc.0001430022$246.4M6513F-HR
2026-09-30ADE, LLC0001845950$246.1M9713F-HR
2026-09-30Cooper Capital Advisors LLC0001957878$245.3M4713F-HR
2026-09-30Next Level Wealth Planning, LLC0002044208$245.2M64413F-HR
2026-09-30Boit C F David0001308331$241.0M10713F-HR
2026-09-30Frederick Financial Consultants, LLC0002055328$240.9M12813F-HR
2026-09-30BERNZOTT CAPITAL ADVISORS0001260468$233.5M11213F-HR
2026-09-30Carolina Wealth Management Inc0002145383$233.2M11613F-HR
2026-09-30Latigo Investments, LLC0001914668$224.3M1613F-HR
2026-09-30GuidedMoney, LLC0002112951$217.4M3313F-HR
2026-09-30Independence Wealth Advisors, LLC0002001765$210.8M8713F-HR
2026-09-30Rachor Investment Advisory Services, LLC0002008792$206.6M22613F-HR
2026-09-30ALLEN WEALTH MANAGEMENT, LLC0002012003$205.2M5213F-HR
2026-09-30Bauman Advisory Group, LLC0002111802$202.9M9513F-HR
2026-09-30Bullseye Investment Management, LLC0001912451$202.6M7313F-HR
2026-09-30Torren Management, LLC0002096203$200.8M94613F-HR
2026-09-30Archvest Wealth Advisors, Inc.0001910174$199.4M8013F-HR
2026-09-30EADS & HEALD WEALTH MANAGEMENT0001035912$198.3M14913F-HR
2026-09-30AMANSA CAPITAL PTE. LTD.0001660773$197.8M213F-HR
2026-09-30ELEVATE WEALTH ADVISORY, INC0002011651$194.4M13513F-HR
2026-09-30INTEGRITY WEALTH ADVISORS, INC.0001951908$193.5M7713F-HR
2026-09-30Maytree Asset Management Ltd0001869683$193.2M1913F-HR
2026-09-30Hibernia Wealth Partners, LLC0001950637$191.8M8613F-HR
2026-09-30Sage Advisory Services, Ltd.Co.0001534378$185.7M4213F-HR
2026-09-30Kuhn & Co Investment Counsel0002011958$183.1M16113F-HR
2026-09-30DecisionMap Wealth Management, LLC0002001526$182.6M13913F-HR
2026-09-30Ridgepath Capital Management LLC0001943071$182.2M5913F-HR
2026-09-30Dean, Jacobson Financial Services, LLC0001869456$181.2M2313F-HR
2026-09-30Gaddis Premier Wealth Advisors LLC0002087873$181.0M11013F-HR
2026-09-30Cedar Point Capital Partners, LLC0001954337$174.6M7613F-HR
2026-09-30Providence Wealth Advisors, LLC0001744955$174.4M8813F-HR
2026-09-30Hopwood Financial Services, Inc.0002023166$174.3M9013F-HR
2026-09-30Ridgeline Wealth Planning, LLC0002013788$173.8M5413F-HR
2026-09-30Wright Wealth LLC0002046147$173.6M6913F-HR
2026-09-30bLong Financial, LLC0001943004$168.8M8213F-HR
2026-09-30Lifetime Wealth Management P.C.0002116339$166.2M8813F-HR
2026-09-30McBroom & Associates, LLC0001908893$165.5M3313F-HR
2026-09-30Ahara Advisors LLC0002116771$164.9M6113F-HR
2026-09-30McAlvany Wealth Management LLC0002123857$164.7M4713F-HR
2026-09-30Accordant Advisory Group Inc0002013499$159.4M25013F-HR
2026-09-30STEINBERG ASSET MANAGEMENT LLC0001169883$154.1M4513F-HR
2026-09-30GraniteShares Advisors LLC0001839545$152.3M9013F-HR
2026-09-30Northern Financial Advisors Inc0001962457$152.0M10213F-HR
2026-09-30Themes Management Co LLC0002107564$151.9M13213F-HR
2026-09-30Ipsen Advisor Group LLC0001964922$147.4M10513F-HR
2026-09-30Hedges Asset Management LLC0001906202$144.0M10613F-HR
2026-09-30AGMAN CAPITAL LLC0002107832$142.2M1913F-HR
2026-09-30NorthAvenue LLC0002123735$141.8M27113F-HR
2026-09-30Fox Financial, Inc0002004131$139.9M1413F-HR
2026-09-30Capital CS Group, LLC0001830008$135.2M9113F-HR
2026-09-30Dala Group, LLC0002129058$135.0M7113F-HR
2026-09-30O'Domhnaill Enterprises, Inc.0002020582$129.8M6213F-HR
2026-09-30Orca Investment Management, LLC0001511229$129.2M5613F-HR
2026-09-30MeadowBrook Investment Advisors LLC0001308290$126.3M19413F-HR
2026-09-30Connecticut Capital Management Group, LLC0002097898$124.8M22213F-HR
2026-09-30Artesa Financial Group, LLC0002109808$123.9M6413F-HR
2026-09-30Peck Wealth Management, LLC0002135125$118.2M13513F-HR
2026-09-30Corecam AG0002110914$105.0M4713F-HR
2026-09-30Rudd Co d/b/a Styre Wealth0002162587$102.5M7513F-HR
2026-09-30ROBERT WOOD JOHNSON FOUNDATION0000315157$47.4M213F-HR
2026-09-30Corundum Trust Company, INC0001987720$37.8M2813F-HR
2026-09-30SMH CAPITAL ADVISORS INC0001180391$26.4M5613F-HR
2026-09-30PATHWAY CAPITAL MANAGEMENT, LP0001037353$19.5M413F-HR
2026-09-30DARA CAPITAL US, INC.0001891892$17.7M2413F-HR
2026-09-30iA Global Asset Management Inc.0001969566$8.5M48413F-HR
2026-09-30HERITAGE INVESTORS MANAGEMENT CORP0000937589$3.5M25313F-HR
2026-09-30PharVision Advisers, LLC0001898824$2.5M2813F-HR
2026-09-30CKW FINANCIAL GROUP0001600403$1.0M22913F-HR
2026-09-30HENDLEY & CO INC0001084207$286K4813F-HR
2026-09-30Lesa Sroufe & Co0001492162$144K6813F-HR
2026-09-30Industrial Alliance Investment Management Inc.0001630798$136K813F-HR
2026-09-30Appian Way Asset Management LP0001795816$0113F-HR