Largest Portfolios by Value

Steele Capital Management, Inc.

• IVV
• FNDX
• SCHF
• VOO
• VEA
• QQQ
• VCSH

Ostrum Asset Management

• MSFT
• AMZN
• NVDA
• ICE
• GOOGL
• BRK-B
• AVGO

Trajan Wealth LLC

• VOO
• AGG
• MSFT
• GOOGL
• MA
• META
• BND

Gwn Securities Inc.

• SPY
• IVV
• QQQ
• NVDA
• AAPL
• VHT
• AMZN

Siren, L.L.C.

• SRRK
• BGNE
• KYMR
• BPMC
• CRNX
• APLS
• ASND

Steelhead Partners LLC

Midland Wealth Advisors LLC

• IVV
• MBB
• JAAA
• IEFA
• VGIT
• JQUA
• IVW

Quintet Private Bank (Europe) S.A.

• MSFT
• NVDA
• GOOGL
• V
• JPM
• PG
• DIS

Baring Fintech Manager Holding LTD

• KKS.F

Pine Valley Investments LTD Liability CO

• SPY
• SPY
• AAPL
• FIXD
• MSFT
• NVDA
• AGO

Meeder Advisory Services, Inc.

• JMUB
• IEFA
• AAPL
• IEMG
• NVDA
• MSFT
• VEA

Parvus Asset Management Europe LTD

Mason Investment Advisory Services, Inc.

• VLUE
• AVUV
• VSS
• AVDV
• AVSC
• MINT
• VBR

Opti Capital Management, LP

• ITGR
• GOSS

Ares Management LLC

• FYBR
• GBTG
• CCO
• ARCC
• GBDC
• BBDC
• ORCC

Westwood Global Investments, LLC

Diversify Advisory Services, LLC

• SPY
• NVDA
• GLD
• BKLN
• QQQ
• AAPL
• AMZN

Arvest Bank Trust Division

• MDY
• EFA
• IVV
• IWM
• VEA
• TPYP
• SPY