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Institutions by holdings

The 8,931 institutions that filed a 13F for Q2 2026, by the value of their US holdings.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

RankInstitutionHoldings ↓Quarter change
1051Plancorp, LLCUS$4.1B+16.55%
1052Tower Research Capital LLC (TRC)US$4.08B+6.13%
1053Advisory Alpha, LLCUS$4.08B+11.42%
1054GLAZER CAPITAL, LLCUS$4.07BFiled in thousands, converted−13.74%
1055PGGM InvestmentsUS$4.06BFiled in thousands, converted−28.74%
1056Robertson Stephens Wealth Management, LLCUS$4.06B+13.76%
1057ASPIRIANT, LLCUS$4.05B+15.37%
1058Vestcor IncUS$4.05BFiled in thousands, converted+11.38%
1059PAR CAPITAL MANAGEMENT INCUS$4.03B+16.87%
1060SALEM INVESTMENT COUNSELORS INCUS$4.03B+18.37%
1061Performance Wealth Partners, LLCUS$4.03B+16.82%
1062Homestead Advisers CorpUS$4.02B+8.08%
1063WESBANCO BANK INCUS$4.02B+11.31%
1064Florida Trust Wealth Management CoUS$4.02B+12.48%
1065Avantax Planning Partners, Inc.US$4.02B+10.29%
1066Achmea Investment Management B.V.US$4BFiled in thousands, converted+5.48%
1067CapitalatWork S.A.US$3.99BFiled in thousands, converted+18.71%
1068NEW MEXICO EDUCATIONAL RETIREMENT BOARDUS$3.98BFiled in thousands, converted+22.34%
1069Sigma Planning CorpUS$3.97B+10.34%
1070POTOMAC FUND MANAGEMENT INC /ADVUS$3.97B+38.00%
1071Davis Asset Management, L.P.US$3.95B+14.26%
1072Retirement Planning Group, LLCUS$3.94B+21.97%
1073ARGA Investment Management, LPUS$3.92B+28.73%
1074Long Focus Capital Management, LLCUS$3.91B+2.95%
1075BVF INC/ILUS$3.91B+24.59%
1076DME Capital Management, LPUS$3.91B+22.51%
1077LINCOLN NATIONAL CORPUS$3.91B+13.13%
1078GTCR LLCUS$3.91B+3.32%
1079Anther Capital LtdUS$3.91B+2.07%
1080Founders Fund Growth II Management, LPUS$3.9B+US$3.9B
1081Laurion Capital Management LPUS$3.9B+70.15%
1082Saba Capital Management, L.P.US$3.9B+7.67%
1083MASTERS CAPITAL MANAGEMENT LLCUS$3.9B+28.76%
1084NorthCrest Asset Manangement, LLCUS$3.89B+21.24%
1085Champlain Investment Partners, LLCUS$3.89B−50.61%
1086BANK OF KOREAUS$3.89B−5.98%
1087SummitTX Capital, L.P.US$3.89B+21.34%
1088Interval Partners, LPUS$3.88B+1.58%
1089WEDBUSH SECURITIES INCUS$3.88BFiled in thousands, converted+13.02%
1090J. Goldman & Co LPUS$3.87B+12.49%
1091MassMutual Private Wealth & Trust, FSBUS$3.87B+5.38%
1092SteelPeak Wealth, LLCUS$3.86B+17.96%
1093Freestone Capital Holdings, LLCUS$3.86B+16.98%
1094NZS Capital, LLCUS$3.86B+28.59%
1095Dana Investment Advisors, Inc.US$3.84B+14.54%
1096Compound Planning, Inc.US$3.84B+17.80%
1097MARSICO CAPITAL MANAGEMENT LLCUS$3.83B+12.60%
1098Thrive Capital Management, LLCUS$3.81B+1008.54%
1099Larson Financial Group LLCUS$3.81B+21.59%
1100TCTC Holdings, LLCUS$3.81B+8.38%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.