Directory · every 13F filer
13F filers starting with H
All Funds · H
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| HSBC Holdings PLC | LONDON, X0 | Q2 2026 | 2,433 | $208.1B |
| HighTower Advisors, LLC | CHICAGO, IL | Q2 2026 | 3,792 | $104.1B |
| Harris Associates (Oakmark Funds) | CHICAGO, IL | Q2 2026 | 161 | $75.2B |
| Healthcare of Ontario Pension Plan Trust Fund | TORONTO, A6 | Q2 2026 | 1,426 | $70.0B |
| HRT Financial LP | NEW YORK, NY | Q2 2026 | 4,113 | $54.8B |
| Holocene Advisors, LP | New York, NY | Q2 2026 | 782 | $43.7B |
| Handelsbanken Fonder AB | STOCKHOLM, V7 | Q2 2026 | 1,485 | $35.1B |
| Hotchkis & Wiley Capital Management LLC | Los Angeles, CA | Q2 2026 | 460 | $34.3B |
| Hudson Bay Capital Management LP | STAMFORD, CT | Q2 2026 | 1,210 | $21.3B |
| Huntington National Bank | COLUMBUS, OH | Q2 2026 | 4,844 | $20.6B |
| Harel Insurance Investments & Financial Services Ltd. | Ramat Gan, L3 | Q2 2026 | 535 | $20.6B |
| H&H International Investment | PALO ALTO, CA | Q2 2026 | 18 | $19.1B |
| HB Wealth Management, LLC | Atlanta, GA | Q2 2026 | 1,701 | $17.8B |
| Hood River Capital Management LLC | PALM BEACH GARDENS, FL | Q2 2026 | 166 | $13.8B |
| Haverford Trust Co | Radnor, PA | Q2 2026 | 424 | $11.6B |
| Harding Loevner LP | Bridgewater, NJ | Q2 2026 | 82 | $10.6B |
| Hershey Trust Co. | HERSHEY, PA | Q2 2026 | 2 | $9.8B |
| Horizon Investments, LLC | Charlotte, NC | Q2 2026 | 1,386 | $9.1B |
| Horizon Kinetics Asset Management LLC | NEW YORK, NY | Q2 2026 | 350 | $8.8B |
| HBK Investments L P | DALLAS, TX | Q2 2026 | 197 | $8.6B |
| Howard Capital Management, LLC | Alpharetta, GA | Q2 2026 | 423 | $8.4B |
| HM Payson & Co. | PORTLAND, ME | Q2 2026 | 1,139 | $7.5B |
| Harbour Investments, Inc. | MADISON, WI | Q2 2026 | 4,768 | $7.4B |
| Hantz Financial Services, Inc. | SOUTHFIELD, MI | Q2 2026 | 2,565 | $7.4B |
| Harvest Portfolios Group Inc. | Oakville, A6 | Q2 2026 | 267 | $7.1B |
| Hancock Whitney Corp. | GULFPORT, MS | Q2 2026 | 752 | $6.0B |
| Hancock Prospecting Pty Ltd | West Perth, C3 | Q2 2026 | 42 | $5.7B |
| HUB Investment Partners, LLC | AUSTIN, TX | Q2 2026 | 1,223 | $5.4B |
| HBK Sorce Advisory LLC | ERIE, PA | Q2 2026 | 658 | $5.1B |
| Hamlin Capital Management, LLC | New York, NY | Q2 2026 | 30 | $4.4B |
| Hillsdale Investment Management Inc. | Toronto, A6 | Q2 2026 | 647 | $4.4B |
| Hill City Capital, LP | BOSTON, MA | Q2 2026 | 28 | $4.3B |
| Harvard Management Co. Inc. | BOSTON, MA | Q2 2026 | 19 | $4.3B |
| Homestead Advisers Corp | Arlington, VA | Q2 2026 | 124 | $4.0B |
| Hyperion Asset Management Ltd | Royal Exchange, C3 | Q2 2026 | 20 | $3.8B |
| Himalaya Capital Management | SEATTLE, WA | Q2 2026 | 8 | $3.7B |
| Heritage Investors Management Corp. | BETHESDA, MD | Q2 2026 | 257 | $3.6B |
| Hartford Investment Management Co. | HARTFORD, CT | Q2 2026 | 496 | $3.5B |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | Q2 2026 | 955 | $3.5B |
| Hamilton Capital Partners Inc. | TORONTO, A6 | Q2 2026 | 214 | $3.4B |
| Helikon Investments Ltd | LONDON, X0 | Q2 2026 | 18 | $3.3B |
| Hennessy Advisors Inc. | NOVATO, CA | Q2 2026 | 325 | $3.1B |
| Hawk Ridge Capital Management LP | LOS ANGELES, CA | Q2 2026 | 44 | $3.1B |
| Henshaw Capital LLC | WOBURN, MA | Q2 2026 | 160 | $3.1B |
| Hirtle & Co., LLC | WEST CONSHOHOCKEN, PA | Q2 2026 | 128 | $3.0B |
| Harvest Fund Management Co., Ltd | BEIJING, F4 | Q2 2026 | 455 | $3.0B |
| Hosking Partners LLP | LONDON, X0 | Q2 2026 | 98 | $3.0B |
| Highbridge Capital Management LLC | NEW YORK, NY | Q2 2026 | 411 | $2.9B |
| Heritage Wealth Advisors | RICHMOND, VA | Q2 2026 | 703 | $2.9B |
| Hardman Johnston Global Advisors LLC | Stamford, CT | Q2 2026 | 77 | $2.9B |
| HighPoint Advisor Group LLC | DOWNERS GROVE, IL | Q2 2026 | 691 | $2.8B |
| H&F Corporate Investors X, Ltd. | San Francisco, CA | Q2 2026 | 1 | $2.8B |
| Howland Capital Management LLC | BOSTON, MA | Q2 2026 | 278 | $2.8B |
| HRTG Gpe, LLC | WILSON, WY | Q2 2026 | 6 | $2.5B |
| Hills Bank & Trust Co | North Liberty, IA | Q2 2026 | 383 | $2.3B |
| Heard Capital LLC | Chicago, IL | Q2 2026 | 21 | $2.3B |
| Halbert Hargrove Global Advisors, LLC | LONG BEACH, CA | Q2 2026 | 727 | $2.3B |
| Heartland Advisors Inc. | MILWAUKEE, WI | Q2 2026 | 244 | $2.2B |
| Highland Capital Management, LLC | MEMPHIS, TN | Q2 2026 | 411 | $2.2B |
| Hamilton Capital, LLC | COLUMBUS, OH | Q2 2026 | 159 | $2.0B |
| Hill Path Capital LP | New York, NY | Q2 2026 | 7 | $1.9B |
| HITE Hedge Asset Management LLC | BRAINTREE, MA | Q2 2026 | 124 | $1.8B |
| Hyman Charles D | PONTE VEDRA BEACH, FL | Q2 2024 | 242 | $1.8B |
| Howe & Rusling Inc. | ROCHESTER, NY | Q2 2026 | 479 | $1.7B |
| Heck Capital Advisors, LLC | Rhinelander, WI | Q2 2026 | 214 | $1.7B |
| Howard Capital Management Group, LLC | Los Angeles, CA | Q2 2026 | 150 | $1.6B |
| Himension Capital (singapore) Pte. LTD. | SINGAPORE, U0 | Q2 2026 | 168 | $1.6B |
| Heitman Real Estate Securities LLC | Chicago, IL | Q2 2026 | 57 | $1.6B |
| HoldCo Asset Management, LP | FORT LAUDERDALE, FL | Q2 2026 | 29 | $1.6B |
| Hardy Reed LLC | TUPELO, MS | Q2 2026 | 252 | $1.6B |
| Hollencrest Capital Management | NEWPORT BEACH, CA | Q2 2026 | 1,191 | $1.5B |
| HPS Investment Partners, LLC | New York, NY | Q2 2025 | 2 | $1.5B |
| Hodges Capital Management Inc. | DALLAS, TX | Q2 2026 | 223 | $1.5B |
| Hikari Tsushin, Inc. | TOKYO, M0 | Q2 2026 | 76 | $1.5B |
| Hackensack Meridian Health, Inc. | EDISON, NJ | Q2 2026 | 7 | $1.5B |
| Hilton Capital Management, LLC | Garden City, NY | Q2 2026 | 135 | $1.5B |
| Harbor Capital Advisors, Inc. | CHICAGO, IL | Q2 2026 | 1,213 | $1.5B |
| Harvey Partners, LLC | Tarrytown, NY | Q2 2026 | 47 | $1.4B |
| Hemenway Trust Co LLC | SALEM, NH | Q2 2026 | 135 | $1.4B |
| Harbor Investment Advisory, LLC | LUTHERVILLE, MD | Q2 2026 | 1,310 | $1.4B |
| Hoylecohen, LLC | San Diego, CA | Q2 2024 | 275 | $1.3B |
| Hengehold Capital Management LLC | CINCINNATI, OH | Q2 2026 | 229 | $1.3B |
| Heartwood Wealth Advisors LLC | RICHMOND, VA | Q2 2026 | 227 | $1.3B |
| Hartford Funds Management Co LLC | WAYNE, PA | Q2 2026 | 98 | $1.3B |
| Hilltop Holdings Inc. | DALLAS, TX | Q2 2026 | 672 | $1.2B |
| Heritage Financial Services, LLC | Westwood, MA | Q4 2025 | 126 | $1.2B |
| HSG Holding Ltd | K3 | Q2 2026 | 20 | $1.2B |
| Heritage Trust Co | OKLAHOMA CITY, OK | Q2 2026 | 313 | $1.2B |
| Hartline Investment Corp./ | WINNETKA, IL | Q2 2026 | 115 | $1.1B |
| High Ground Investment Management LLP | LONDON, X0 | Q2 2026 | 7 | $1.1B |
| Hudson Way Capital Management LLC | DALLAS, TX | Q2 2026 | 18 | $1.1B |
| HCR Wealth Advisors | LOS ANGELES, CA | Q2 2026 | 259 | $1.1B |
| HBW Advisory Services LLC | SIMI VALLEY, CA | Q2 2026 | 463 | $1.1B |
| Heron Bay Capital Management | BLOOMFIELD HILLS, MI | Q2 2026 | 97 | $1.1B |
| Hook Mill Capital Partners, LP | NEW YORK, NY | Q2 2026 | 37 | $1.1B |
| Harbour Trust & Investment Management Co | MICHIGAN CITY, IN | Q2 2026 | 160 | $1.0B |
| Havemeyer Place LP | GREENWICH, CT | Q2 2026 | 495 | $1.0B |
| Howard Financial Services, LTD. | DALLAS, TX | Q2 2026 | 268 | $1.0B |
| HHM Wealth Advisors, LLC | CHATTANOOGA, TN | Q2 2026 | 896 | $993.6M |
| Hanson & Doremus Investment Management | BURLINGTON, VT | Q2 2026 | 484 | $982.7M |
| Hill Investment Group Partners, LLC | ST. LOUIS, MO | Q2 2026 | 61 | $980.4M |
| Hohimer Wealth Management, LLC | SEATTLE, WA | Q2 2026 | 377 | $971.4M |
| Headlands Technologies LLC | CHICAGO, IL | Q2 2026 | 695 | $942.5M |
| High Probability Advisors, LLC | Pittsford, NY | Q2 2026 | 75 | $935.0M |
| Harvey Investment Co. LLC | LOUISVILLE, KY | Q2 2026 | 99 | $917.8M |
| HTLF Bank | Denver, CO | Q4 2024 | 217 | $884.8M |
| Hunter Associates Investment Management LLC | PITTSBURGH, PA | Q2 2026 | 294 | $868.3M |
| Hound Partners, LLC | NEW YORK, NY | Q2 2026 | 32 | $862.9M |
| Hikari Power Ltd | TOKYO, M0 | Q2 2026 | 43 | $854.5M |
| Harbor Group, Inc. | BEDFORD, NH | Q2 2026 | 115 | $851.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | FORT WORTH, TX | Q2 2026 | 165 | $849.3M |
| HHLR Advisors, LTD. | GRAND CAYMAN, E9 | Q2 2026 | 35 | $832.1M |
| HORAN Wealth, LLC | CINCINNATI, OH | Q2 2026 | 217 | $800.0M |
| Harbor Advisors LLC | West Palm Beach, FL | Q2 2026 | 194 | $795.1M |
| Horizon Wealth Management, LLC | LA GRANGE, IL | Q2 2026 | 148 | $784.5M |
| Harraden Circle Investments, LLC | NEW YORK, NY | Q2 2026 | 236 | $784.1M |
| Hudock, Inc. | Williamsport, PA | Q2 2026 | 217 | $781.1M |
| Human Investing LLC | LAKE OSWEGO, OR | Q2 2026 | 105 | $771.1M |
| Hemington Wealth Management | FALLS CHURCH, VA | Q3 2025 | 1,727 | $769.3M |
| Hendershot Investments Inc. | CENTREVILLE, VA | Q2 2026 | 134 | $765.5M |
| Horst & Graben Wealth Management LLC | PORTLAND, OR | Q2 2026 | 205 | $760.2M |
| Hoey Investments, Inc. | COATESVILLE, PA | Q2 2026 | 453 | $758.7M |
| Hughes Financial Services, LLC | HERNDON, VA | Q2 2026 | 1,839 | $754.5M |
| Heritage Investment Group, Inc. | POMPANO BEACH, FL | Q2 2026 | 135 | $744.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | LONDON, X0 | Q2 2026 | 92 | $737.3M |
| Hudson Edge Investment Partners Inc. | JERSEY CITY, NJ | Q2 2026 | 123 | $732.0M |
| Hazelview Securities Inc. | TORONTO, A6 | Q2 2026 | 83 | $721.7M |
| Huntleigh Advisors, Inc. | ST. LOUIS, MO | Q2 2026 | 303 | $714.2M |
| Hexagon Capital Partners LLC | ROGERS, AR | Q2 2026 | 268 | $711.4M |
| Hamilton Point Investment Advisors, LLC | CHAPEL HILL, NC | Q2 2026 | 192 | $710.0M |
| Hel Ved Capital Management Ltd | CENTRAL, K3 | Q2 2026 | 63 | $709.7M |
| Heirloom Wealth Management | GREENWOOD VILLAGE, CO | Q2 2026 | 61 | $690.0M |
| HMI Capital Management, L.P. | SAN FRANCISCO, CA | Q2 2026 | 13 | $686.3M |
| Huber Capital Management LLC | EL SEGUNDO, CA | Q2 2026 | 99 | $678.5M |
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | Q2 2026 | 383 | $646.9M |
| Harfst & Associates, Inc. | Sheridan, WY | Q2 2026 | 124 | $643.4M |
| Halter Ferguson Financial Inc. | CARMEL, IN | Q2 2026 | 35 | $614.3M |
| Holderness Investments Co. | GREENSBORO, NC | Q2 2026 | 261 | $599.8M |
| High Note Wealth, LLC | DEEPHAVEN, MN | Q2 2026 | 959 | $586.2M |
| Hutchinson Capital Management | SAN RAFAEL, CA | Q2 2026 | 108 | $583.7M |
| Hobart Private Capital, LLC | CHARLOTTE, NC | Q2 2026 | 137 | $582.9M |
| HughesLittle Investment Management Ltd. | Vancouver, A1 | Q2 2026 | 13 | $577.1M |
| Horiko Capital Management LLC | NEW YORK, NY | Q2 2026 | 17 | $567.8M |
| Harbour Capital Advisors, LLC | TYSONS CORNER, VA | Q2 2026 | 299 | $549.1M |
| Hamilton Wealth, LLC | LOS ANGELES, CA | Q2 2026 | 117 | $545.6M |
| Headinvest, LLC | Portland, ME | Q2 2026 | 217 | $536.2M |
| H/2 Credit Manager LP | STAMFORD, CT | Q2 2026 | 16 | $526.3M |
| Hedeker Wealth, LLC | Lincolnshire, IL | Q2 2026 | 92 | $524.1M |
| Hourglass Capital, LLC | HOUSTON, TX | Q2 2026 | 127 | $508.4M |
| HGC Investment Management Inc. | TORONTO, A6 | Q2 2026 | 184 | $506.6M |
| Herold Advisors, Inc. | New York, NY | Q2 2026 | 273 | $505.9M |
| Hollow Brook Wealth Management LLC | Katonah, NY | Q2 2026 | 77 | $502.7M |
| High Falls Advisors, Inc | ROCHESTER, NY | Q4 2025 | 144 | $493.6M |
| Headwater Capital Co Ltd | HONG KONG, F4 | Q2 2026 | 14 | $493.4M |
| Highline Wealth Partners LLC | SHERMAN OAKS, CA | Q2 2026 | 1,409 | $489.7M |
| Harvey Capital Management Inc. | PALM BEACH, FL | Q2 2026 | 92 | $486.2M |
| Heartland Bank & Trust Co | BLOOMINGTON, IL | Q2 2026 | 211 | $483.3M |
| Hurlow Wealth Management Group, Inc. | BLOOMINGTON, IN | Q2 2026 | 125 | $480.6M |
| High Net Worth Advisory Group LLC | NAPLES, FL | Q2 2026 | 250 | $470.7M |
| Hill Island Financial LLC | GRAND RAPIDS, MI | Q2 2026 | 93 | $468.7M |
| Hilltop National Bank | CASPER, WY | Q2 2026 | 805 | $468.4M |
| Hartree Partners, LP | NEW YORK, NY | Q2 2026 | 112 | $464.9M |
| Home Federal Bank of Tennessee | KNOXVILLE, TN | Q2 2026 | 114 | $463.3M |
| Harrell Investment Partners, LLC | AUSTIN, TX | Q2 2026 | 144 | $461.3M |
| Highland Financial Advisors, LLC | WAYNE, NJ | Q2 2026 | 73 | $454.6M |
| Hartford Financial Management Inc. | WEST HARTFORD, CT | Q2 2026 | 349 | $448.2M |
| Hunter Perkins Capital Management, LLC | LOMBARD, IL | Q2 2026 | 149 | $445.6M |
| Howard Hughes Medical Institute | Chevy Chase, MD | Q2 2026 | 30 | $445.4M |
| HWG Holdings LP | HOUSTON, TX | Q2 2026 | 44 | $442.2M |
| HighVista Strategies LLC | BOSTON, MA | Q2 2026 | 147 | $438.6M |
| Hussman Strategic Advisors, Inc. | ELLICOTT CITY, MD | Q2 2026 | 231 | $434.0M |
| Heights Capital Management, Inc. | SAN FRANCISCO, CA | Q2 2026 | 323 | $433.1M |
| Hudson Capital Management LLC | RAMSEY, NJ | Q2 2026 | 74 | $413.6M |
| Hilltop Partners LLC | MISHAWAKA, IN | Q2 2026 | 150 | $412.4M |
| Henrickson Nauta Wealth Advisors, Inc. | BELMONT, MI | Q2 2026 | 118 | $410.5M |
| HFR Wealth Management, LLC | NISKAYUNA, NY | Q2 2026 | 53 | $409.7M |
| Hiddenite Capital Partners LP | NEW YORK, NY | Q2 2026 | 27 | $406.9M |
| Headland Capital, LLC | MT. PLEASANT, SC | Q2 2026 | 64 | $405.5M |
| Heritage Wealth Management, Inc. | CINCINNATI, OH | Q2 2026 | 272 | $400.8M |
| Hudson Value Partners, LLC | PALM BEACH, FL | Q2 2026 | 108 | $398.1M |
| Holowesko Partners Ltd. | Nassau, C5 | Q2 2026 | 34 | $395.0M |
| HTG Investment Advisors, Inc. | NEW CANAAN, CT | Q2 2026 | 88 | $390.1M |
| Halpern Financial, Inc. | ASHBURN, VA | Q3 2024 | 230 | $388.7M |
| Hoxton Planning & Management, LLC | SHEPHERDSTOWN, WV | Q2 2026 | 227 | $383.2M |
| Hobbs Group Advisors, LLC | COLUMBIA, SC | Q2 2026 | 164 | $380.1M |
| Hazlett, Burt & Watson, Inc. | WHEELING, WV | Q2 2026 | 899 | $376.6M |
| Harbor Island Capital LLC | Topsfield, MA | Q2 2026 | 16 | $375.6M |
| Harbor Advisory Corp. | PORTSMOUTH, NH | Q2 2026 | 82 | $373.7M |
| Hutchens & Kramer Investment Management Group, LLC | CARMEL, IN | Q2 2026 | 160 | $373.3M |
| Harmony Asset Management LLC | SCOTTSDALE, AZ | Q2 2026 | 201 | $372.4M |
| Helix Partners Management LP | NEW YORK, NY | Q2 2026 | 10 | $370.9M |
| HST Ventures, LLC | PARK CITY, UT | Q3 2024 | 49 | $365.7M |
| Hopwood Nicholas Hunter | PLYMOUTH, MI | Q2 2026 | 131 | $364.5M |
| HAP Trading, LLC | NEW YORK, NY | Q3 2025 | 137 | $362.8M |
| Hamel Associates, Inc. | Center Valley, PA | Q2 2026 | 92 | $362.7M |
| HT Partners LLC | CENTERBROOK, CT | Q2 2026 | 53 | $361.1M |
| Horizon Investment Services, LLC | HAMMOND, IN | Q2 2026 | 143 | $359.5M |
| Hi-Line Capital Management, LLC | WATERTOWN, SD | Q2 2026 | 32 | $355.5M |
| Highview Capital Management LLC | BUFFALO GROVE, IL | Q2 2026 | 118 | $347.4M |
| Hamilton Capital Partners, LLC | ATLANTA, GA | Q2 2026 | 32 | $344.3M |
| Highland Peak Capital, LLC | OLD GREENWICH, CT | Q2 2026 | 13 | $343.6M |
| Hixon Zuercher, LLC | Findlay, OH | Q2 2026 | 88 | $340.8M |
| Haverford Financial Services, Inc. | RADNOR, PA | Q2 2026 | 49 | $339.2M |
| Herr Investment Group LLC | AUSTIN, TX | Q2 2024 | 62 | $337.9M |
| Heritage Oak Wealth Advisors LLC | SANTA ROSA BEACH, FL | Q2 2026 | 100 | $337.8M |
| Henry James International Management Inc. | NEW YORK, NY | Q2 2026 | 91 | $333.8M |
| Hayek Kallen Investment Management | FAIRHOPE, AL | Q2 2026 | 97 | $329.7M |
| Hassell Wealth Management, LLC | Houma, LA | Q2 2026 | 29 | $326.0M |
| HF Advisory Group, LLC | Annapolis, MD | Q2 2026 | 168 | $323.5M |
| Hall Laurie J Trustee | BOSTON, MA | Q2 2026 | 103 | $321.6M |
| Hapanowicz & Associates Financial Services, Inc | PITTSBURGH, PA | Q2 2026 | 37 | $321.5M |
| Hall Capital Management Co. Inc. | BARRINGTON, RI | Q2 2026 | 107 | $321.2M |
| Hengistbury Investment Partners LLP | London, X0 | Q2 2026 | 4 | $311.1M |
| HighMark Wealth Management LLC | ST. PAUL, MN | Q2 2026 | 562 | $298.5M |
| Highlander Partners, L.P. | DALLAS, TX | Q2 2026 | 44 | $298.3M |
| HF Capital, LLC | KNOXVILLE, TN | Q2 2026 | 5 | $296.7M |
| Horan Capital Advisors, LLC. | CINCINNATI, OH | Q1 2025 | 118 | $296.6M |
| Heathbridge Capital Management Ltd. | TORONTO, A6 | Q2 2026 | 28 | $292.4M |
| Highlander Capital Management, LLC | SHORT HILLS, NJ | Q1 2024 | 955 | $292.3M |
| HS Management Partners, LLC | NEW YORK, NY | Q2 2026 | 24 | $291.1M |
| HFM Investment Advisors, LLC | GLASSBORO, NJ | Q2 2026 | 1,293 | $285.2M |
| Horan Securities, Inc. | CINCINNATI, X1 | Q2 2025 | 152 | $284.2M |
| Hillman Co. | PITTSBURGH, PA | Q2 2026 | 14 | $282.6M |
| Hendley & Co. Inc. | ZANESVILLE, OH | Q2 2026 | 47 | $282.6M |
| Houlihan Financial Resource Group, Ltd. | ASHBURN, VA | Q2 2026 | 113 | $280.6M |
| Hillcrest Wealth Advisors - NY, LLC | HAZLET, NJ | Q2 2026 | 56 | $279.4M |
| Hanover Advisors Inc. | SENECA, SC | Q2 2026 | 122 | $277.6M |
| Hubbell Strickland Wealth Management, LLC | NEW ORLEANS, LA | Q2 2026 | 87 | $277.1M |
| Howard Wealth Management, LLC | Madison, CT | Q2 2026 | 156 | $270.5M |
| HMS Capital Management, LLC | NASHVILLE, TN | Q2 2026 | 120 | $267.4M |
| Howard Bailey Securities, LLC | FORT WAYNE, IN | Q2 2026 | 121 | $266.6M |
| Hippocratic Financial Advisors, LLC | WESTLAKE VILLAGE, CA | Q2 2026 | 39 | $265.1M |
| Haven Private, LLC | ORLANDO, FL | Q2 2026 | 171 | $263.0M |
| Horizon Financial Services, LLC | WINSTON SALEM, NC | Q2 2026 | 646 | $260.8M |
| Heritage Wealth Management, Inc./Texas | HOUSTON, TX | Q2 2026 | 44 | $259.7M |
| Heritage Family Offices, LLP | SCOTTSDALE, AZ | Q2 2026 | 233 | $258.9M |
| HMV Wealth Advisors, LLC | SHREVEPORT, LA | Q2 2026 | 89 | $256.9M |
| Hiley Hunt Wealth Management | OMAHA, NE | Q2 2026 | 49 | $253.1M |
| Hutner Capital Management Inc. | MANCHESTER, VT | Q2 2026 | 43 | $252.1M |
| HRC Wealth Management, LLC | Moscow, ID | Q2 2026 | 65 | $244.4M |
| Higgins & Schmidt Wealth Strategies LLC | DENVER, CO | Q2 2026 | 65 | $242.3M |
| Hanwha Asset Management Co., Ltd. | Seoul, M5 | Q2 2025 | 1 | $240.6M |
| Horizon Advisory Services, Inc. | WEST HENRIETTA, NY | Q2 2026 | 49 | $237.1M |
| Harold Davidson & Associates Inc. | LOS ANGELES, CA | Q2 2026 | 59 | $230.6M |
| HAP Trading, LLC | NEW YORK, NY | Q2 2025 | 107 | $229.9M |
| Highland Investment Advisors LLC | PONTE VEDRA, FL | Q2 2026 | 734 | $229.3M |
| Hatch Cove Capital, LLC | CHICAGO, IL | Q2 2026 | 24 | $225.4M |
| Harvest Management LLC | New York, NY | Q2 2026 | 52 | $225.3M |
| Hyperion Capital Advisors LP | New York, NY | Q2 2026 | 67 | $221.7M |
| Horizon Family Wealth, Inc. | CHICAGO, IL | Q2 2026 | 93 | $219.1M |
| Horrell Capital Management, Inc. | LITTLE ROCK, AR | Q2 2026 | 196 | $218.8M |
| Hager Investment Management Services, LLC | NEW LONDON, NH | Q2 2026 | 352 | $217.4M |
| Hardin Capital Partners, LLC | GREENVILLE, SC | Q2 2026 | 141 | $215.4M |
| Holos Integrated Wealth LLC | KENNETT SQUARE, PA | Q2 2026 | 378 | $214.2M |
| Horizon Bancorp Inc. | MICHIGAN CITY, IN | Q2 2026 | 197 | $213.3M |
| Henderson Brothers Financial Partners, LLC | PITTSBURGH, PA | Q2 2026 | 77 | $211.3M |
| Humankind Investments LLC | NEW YORK, NY | Q2 2026 | 22 | $209.1M |
| Hoge Financial Services, LLC | CANONSBURG, PA | Q2 2026 | 83 | $208.9M |
| Handelsinvest Investeringsforvaltning | HERNING, G7 | Q1 2024 | 317 | $208.0M |
| Hofer & Associates. Inc | THOUSAND OAKS, CA | Q2 2026 | 70 | $206.9M |
| Harrington Investments, INC | NAPA, CA | Q2 2026 | 82 | $206.5M |
| Hart & Patterson Financial Group LLC | AMHERST, MA | Q4 2024 | 72 | $205.8M |
| Harvest Investment Advisors, LLC | TALLAHASSEE, FL | Q2 2026 | 58 | $201.5M |
| Heritage Wealth Management, Inc. | SAN DIEGO, CA | Q2 2026 | 98 | $200.7M |
| Hilltop Wealth Advisors, LLC | CHAPEL HILL, NC | Q2 2026 | 73 | $199.9M |
| Hilton Head Capital Partners, LLC | HILTON HEAD ISLAND, SC | Q2 2026 | 912 | $198.5M |
| HG Vora Capital Management, LLC | NEW YORK, NY | Q2 2026 | 5 | $196.8M |
| Harbour Investment Management LLC | EDMONDS, WA | Q2 2026 | 108 | $193.6M |
| Hurley Capital, LLC | NEW YORK, NY | Q2 2026 | 641 | $193.0M |
| Henson-Edgewater Management, LLC | AVON, OH | Q2 2026 | 66 | $192.0M |
| H Partners Management, LLC | New York, NY | Q2 2026 | 2 | $191.5M |
| Hara Capital LLC | BELLEVUE, WA | Q2 2026 | 307 | $189.6M |
| Hudson Canyon Capital Management | NEW YORK, NY | Q2 2026 | 50 | $187.0M |
| Hibernia Wealth Partners, LLC | BATON ROUGE, LA | Q2 2026 | 82 | $184.6M |
| Herbst Group, LLC | WESTPORT, CT | Q2 2026 | 65 | $183.5M |
| Hidden Cove Wealth Management, LLC | Bainbridge Island, WA | Q2 2026 | 133 | $181.6M |
| Heritage Wealth Management, LLC | PHOENIX, AZ | Q2 2024 | 168 | $180.2M |
| Haveli Investment Management LLC | AUSTIN, TX | Q2 2026 | 4 | $179.9M |
| Holcombe Financial, Inc. | ATLANTA, GA | Q2 2026 | 51 | $177.1M |
| Hansen & Associates Financial Group, Inc. | ROSEVILLE, CA | Q2 2026 | 45 | $174.5M |
| Hopwood Financial Services, Inc. | RESTON, VA | Q2 2026 | 92 | $172.7M |
| HarbourVest Partners LLC | Boston, MA | Q2 2026 | 6 | $170.0M |
| Hoffman, Alan N Investment Management | WELLESLEY HILLS, MA | Q2 2026 | 14 | $169.3M |
| Harber Asset Management LLC | Asheville, NC | Q2 2026 | 39 | $166.4M |
| Hahn Capital Management LLC | WALNUT CREEK, CA | Q2 2026 | 31 | $164.9M |
| Hickory Point Bank & Trust | DECATUR, IL | Q2 2026 | 442 | $164.9M |
| HC Advisors, LLC | SANDY SPRINGS, GA | Q2 2026 | 62 | $164.7M |
| Hemming& Wealth Management, Inc. | TRAVERSE CITY, MI | Q2 2026 | 16 | $164.3M |
| Holistic Financial Partners | INDIANAPOLIS, IN | Q2 2026 | 120 | $163.6M |
| HBC Financial Services, PLLC | SEATTLE, WA | Q4 2024 | 202 | $163.2M |
| HFG Advisors, Inc. | CINCINATTI, OH | Q2 2026 | 117 | $160.3M |
| Hyperion Partners, LLC | BERWYN, PA | Q3 2024 | 73 | $156.7M |
| H Squared Management LP | New York, NY | Q2 2026 | 15 | $156.2M |
| Harpswell Capital Advisors, LLC | YARMOUTH, ME | Q2 2026 | 46 | $155.8M |
| Hoese & Co LLP | GLENCOE, MN | Q2 2026 | 183 | $153.9M |
| Hedges Asset Management LLC | RENO, NV | Q2 2026 | 108 | $152.4M |
| Hummer Financial Advisory Services Inc | Chicago, IL | Q2 2026 | 129 | $152.0M |
| Hartmann Taylor Wealth Management, LLC | DALLAS, TX | Q2 2026 | 54 | $151.0M |
| Hamrick Investment Counsel, llc | SEATTLE, WA | Q2 2026 | 184 | $150.8M |
| Horizons Wealth Management | ASHEVILLE, NC | Q1 2026 | 166 | $150.3M |
| Hoertkorn Richard Charles | KENTFIELD, CA | Q2 2026 | 71 | $149.2M |
| Hamilton Lane Advisors LLC | CONSHOHOCKEN, PA | Q2 2026 | 14 | $148.6M |
| Harbour Wealth Management Group, Inc. | DANIEL ISLAND, SC | Q2 2026 | 89 | $148.0M |
| Hidden Lake Asset Management LP | NEW YORK, NY | Q2 2026 | 15 | $146.7M |
| Hegarty Advisors, LLC | GARDEN CITY, NY | Q2 2026 | 66 | $145.3M |
| Hallstatt Advisors L.P. | NEW YORK, NY | Q2 2026 | 13 | $141.9M |
| Hershey Financial Advisers, LLC | LANCASTER, PA | Q2 2026 | 85 | $139.2M |
| HBE Wealth Management, LLC | LINCOLN, NE | Q2 2026 | 59 | $139.2M |
| Hillman Capital Management, Inc. | BETHESDA, MD | Q2 2026 | 54 | $138.2M |
| Hanseatic Management Services Inc. | ALBUQUERQUE, NM | Q2 2026 | 83 | $135.9M |
| Hingham Institution for Savings | HINGHAM, MA | Q2 2026 | 15 | $134.3M |
| Householder Group Estate & Retirement Specialist, LLC | SCOTTSDALE, AZ | Q4 2024 | 601 | $133.8M |
| Harbor Asset Planning, Inc. | BELMONT, MA | Q2 2026 | 416 | $133.2M |
| H&F Corporate Investors VIII, Ltd. | San Francisco, CA | Q2 2026 | 1 | $132.6M |
| Hudson Portfolio Management LLC | Garrison, NY | Q2 2026 | 117 | $132.3M |
| Haven Global Partners, LLC | Atlanta, GA | Q2 2026 | 8 | $130.5M |
| Hudson Oak Wealth Advisory LLC | HOBOKEN, NJ | Q2 2026 | 52 | $129.7M |
| Heights Point Management, LP | NEW YORK, NY | Q2 2026 | 21 | $125.7M |
| Haven Capital Group, Inc. | MONTECITO, CA | Q2 2026 | 37 | $124.5M |
| Hardworking Capital Advisors, LLC | Palm Desert, CA | Q2 2026 | 84 | $122.4M |
| High Point Wealth Management, LLC | CHESTER, NJ | Q2 2026 | 250 | $122.2M |
| Hicks Capital Management LLC | COLUMBUS, OH | Q2 2026 | 39 | $122.0M |
| Hickory Asset Management, Inc. | Concord, OH | Q2 2025 | 91 | $120.9M |
| Helium Advisors LLC | VANCOUVER, WA | Q2 2026 | 107 | $120.4M |
| Heffernan Advisory, Inc. | FLAGSTAFF, AZ | Q2 2026 | 43 | $119.5M |
| HighRoad Wealth Advisors, LLC | COOS BAY, OR | Q2 2026 | 38 | $118.6M |
| Hobbs Wealth Management, LLC | ZIONSVILLE, IN | Q2 2026 | 23 | $118.3M |
| HS Investments IV Ltd | ST PETER PORT, Y7 | Q2 2026 | 2 | $112.1M |
| Heronetta Management, L.P. | NEW YORK, NY | Q2 2026 | 15 | $108.9M |
| Hyposwiss Advisors SA | GENEVA, V8 | Q2 2026 | 105 | $105.5M |
| Helios Capital Management Pte. Ltd. | SINGAPORE, U0 | Q2 2026 | 26 | $102.4M |
| Hutchinson Financial Advisors, INC | GLEN ALLEN, VA | Q3 2025 | 67 | $101.7M |
| HFG Wealth Management, LLC | The Woodlands, TX | Q2 2026 | 42 | $99.4M |
| Hyundai Investments Co., Ltd. | YEONGDEUNGPO-GU, SEOUL, M5 | Q2 2026 | 72 | $92.3M |
| Holland Advisory Services, Inc. | ORMOND BEACH, FL | Q2 2026 | 49 | $90.5M |
| Hauser Brothers GmbH | FREIBURG IM BREISGAU, 2M | Q2 2026 | 4 | $83.0M |
| H Capital V GP, L.P. | GRAND CAYMAN, E9 | Q2 2026 | 1 | $71.9M |
| Harrison Street Private Wealth LLC | DENVER, CO | Q2 2026 | 21 | $71.0M |
| Hestia Capital Management, LLC | Cranberry Township, PA | Q2 2026 | 3 | $67.8M |
| Heritage Wealth Partners, LLC | DUBLIN, OH | Q1 2025 | 65 | $65.6M |
| HCEP Management Ltd | HONG KONG, K3 | Q2 2026 | 4 | $61.3M |
| H&F Corporate Investors IX, Ltd. | San Francisco, CA | Q2 2026 | 1 | $56.0M |
| Harspring Capital Management, LLC | NEW YORK, NY | Q2 2026 | 7 | $53.7M |
| Hudson Executive Capital LP | NEW YORK, NY | Q2 2026 | 1 | $50.9M |
| HealthCor Partners Management LP | DANIEL ISLAND, SC | Q1 2026 | 1 | $50.7M |
| Hein Park Capital Management LP | New York, NY | Q2 2026 | 2 | $50.2M |
| HGI Capital Management, LLC | NEW YORK, NY | Q3 2025 | 21 | $36.4M |
| Harborfront Financial Group LLC | LUDINGTON, MI | Q2 2026 | 328 | $26.5M |
| HS Investments III Ltd | ST. PETER PORT, Y7 | Q2 2026 | 1 | $22.3M |
| HCC Manager LLC | Chicago, IL | Q4 2025 | 1 | $10.3M |
| Huntington Bancshares Inc. | COLUMBUS, OH | Q2 2026 | 2 | $10.2M |
| Hernani LP | ST. HELIER, Y9 | Q3 2025 | 2 | $7.7M |
| Hoya Capital Real Estate, LLC | ROWAYTON, CT | Q2 2026 | 9 | $6.8M |
| Harvest Volatility Management LLC | Norwalk, CT | Q3 2024 | 6 | $4.4M |
| HPC Germany GmbH & Co. KG | POTSDAM, 2M | Q2 2026 | 1 | $1.7M |
| Hatteras Investment Partners, LP | RALEIGH, NC | Q2 2025 | 1 | $169K |
| Hartz Capital, Inc. | SECAUCUS, NJ | Q2 2026 | 1 | $0 |
| Hall Kathryn A. | SAN FRANCISCO, CA | Q2 2026 | 1 | $0 |
| Harbert Fund Advisors, LLC | Birmingham, AL | Q2 2026 | 1 | $0 |
| Harbor Spring Capital, LLC | NEW YORK, NY | Q2 2026 | 1 | $0 |
| Honeycomb Asset Management LP | NEW YORK, NY | Q2 2026 | 1 | $0 |
| Hunting Hill Global Capital, LLC | New York, NY | Q2 2026 | 1 | $0 |
| Hao Advisors Management Ltd | HONG KONG, K3 | Q3 2024 | 1 | $0 |