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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 1651 | Cerity Partners OCIO LLC | US$1.98B | +US$308.86M+18.53% | 28 | August 14, 2026 |
| 1652 | Polymer Capital Management (HK) LTD | US$1.98B | +US$817.8M+70.66% | 143 | August 13, 2026 |
| 1653 | LGT CAPITAL PARTNERS LTD. | US$1.97B | +US$92.36M+4.91% | 108 | August 5, 2026 |
| 1654 | OXFORD FINANCIAL GROUP, LTD. LLC | US$1.97B | +US$117.01M+6.30% | 296 | August 11, 2026 |
| 1655 | SMITH CHAS P & ASSOCIATES PA CPAS | US$1.97B | +US$129.92M+7.05% | 199 | September 11, 2026 |
| 1656 | Jordan Park Group LLC | US$1.97B | +US$93.74M+4.99% | 68 | August 11, 2026 |
| 1657 | Aaron Wealth Advisors LLC | US$1.97B | +US$207.32M+11.77% | 688 | July 16, 2026 |
| 1658 | F/m Investments LLC | US$1.97B | +US$461.93M+30.66% | 354 | August 5, 2026 |
| 1659 | EASTERLY INVESTMENT PARTNERS LLC | US$1.97B | +US$658.37M+50.37% | 252 | July 23, 2026 |
| 1660 | Symmetry Partners, LLC | US$1.96B | +US$211.05M+12.06% | 380 | July 23, 2026 |
| 1661 | Berger Financial Group, Inc | US$1.96B | +US$171.93M+9.62% | 486 | August 4, 2026 |
| 1662 | Prescott General Partners LLC | US$1.96B | +US$591.92M+43.36% | 10 | August 14, 2026 |
| 1663 | Greenhouse Funds LLLP | US$1.96B | −US$277.36M−12.41% | 32 | August 14, 2026 |
| 1664 | MEEDER ASSET MANAGEMENT INC | US$1.96B | +US$210.82M+12.08% | 2,328 | August 7, 2026 |
| 1665 | SUN LIFE FINANCIAL INC | US$1.95BFiled in thousands, converted | +US$190.84M+10.83% | 47 | August 12, 2026 |
| 1666 | Granite Investment Partners, LLC | US$1.95B | +US$325.66M+20.02% | 277 | August 7, 2026 |
| 1667 | FOUNDERS FINANCIAL SECURITIES LLC | US$1.95B | +US$179.62M+10.14% | 555 | July 31, 2026 |
| 1668 | Cormorant Asset Management, LP | US$1.95B | −US$39.64M−1.99% | 50 | August 14, 2026 |
| 1669 | ADELL HARRIMAN & CARPENTER INC | US$1.95B | +US$312.43M+19.06% | 158 | August 4, 2026 |
| 1670 | BOK Financial Private Wealth, Inc. | US$1.95B | +US$294.18M+17.77% | 792 | August 10, 2026 |
| 1671 | MUFG SECURITIES AMERICAS INC. | US$1.95B | +US$395.01M+25.44% | 506 | August 14, 2026 |
| 1672 | Trinity Street Asset Management LLP | US$1.94B | +US$483.78M+33.18% | 23 | July 10, 2026 |
| 1673 | LAKEWOOD CAPITAL MANAGEMENT, LP | US$1.94B | +US$358.37M+22.64% | 65 | August 14, 2026 |
| 1674 | McKinley Carter Wealth Services, Inc. | US$1.94B | +US$205.26M+11.83% | 322 | July 28, 2026 |
| 1675 | Tao Capital Management LP | US$1.94B | +US$1.82B+1532.57% | 6 | August 14, 2026 |
| 1676 | Progeny 3, Inc. | US$1.94B | +US$68.24M+3.65% | 29 | August 14, 2026 |
| 1677 | COMMUNITY TRUST & INVESTMENT CO | US$1.94B | +US$96.66M+5.25% | 262 | July 8, 2026 |
| 1678 | Evensky & Katz LLC | US$1.94BFiled in thousands, converted | +US$178.11M+10.13% | 72 | July 22, 2026 |
| 1679 | GUYASUTA INVESTMENT ADVISORS INC | US$1.94B | +US$207.17M+11.99% | 127 | July 20, 2026 |
| 1680 | Sofinnova Investments, Inc. | US$1.93B | −US$696.89M−26.49% | 57 | August 14, 2026 |
| 1681 | Standard Investments LLC | US$1.93B | +US$102.14M+5.59% | 13 | August 14, 2026 |
| 1682 | HOWARD FINANCIAL SERVICES, LTD. | US$1.93B | +US$1.04B+117.19% | 507 | October 14, 2026 |
| 1683 | Segment Wealth Management, LLC | US$1.93B | +US$223.39M+13.11% | 312 | July 16, 2026 |
| 1684 | Eversept Partners, LP | US$1.93B | +US$31.21M+1.65% | 120 | August 14, 2026 |
| 1685 | Regal Investment Advisors LLC | US$1.92B | +US$192.8M+11.13% | 647 | August 14, 2026 |
| 1686 | Sourcerock Group LLC | US$1.92B | −US$556.26M−22.43% | 36 | August 14, 2026 |
| 1687 | Distillate Capital Partners LLC | US$1.92B | +US$24.93M+1.31% | 118 | August 14, 2026 |
| 1688 | MHR FUND MANAGEMENT LLC | US$1.92B | +US$551.29M+40.30% | 11 | August 14, 2026 |
| 1689 | FAS Wealth Partners, Inc. | US$1.92B | +US$313.43M+19.52% | 520 | July 29, 2026 |
| 1690 | GMT Capital Corp | US$1.92B | −US$272.43M−12.43% | 68 | August 14, 2026 |
| 1691 | Hill Path Capital LP | US$1.92B | +US$547.49M+39.96% | 7 | August 14, 2026 |
| 1692 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | US$1.92B | −US$115.62M−5.69% | 81 | August 14, 2026 |
| 1693 | First Interstate Bank | US$1.92B | +US$137.27M+7.72% | 300 | July 24, 2026 |
| 1694 | BROADWOOD CAPITAL INC | US$1.91B | +US$494.4M+34.85% | 6 | August 14, 2026 |
| 1695 | KINTRA WEALTH, LLC | US$1.91B | +US$499.21M+35.31% | 517 | August 14, 2026 |
| 1696 | ROFFMAN MILLER ASSOCIATES INC /PA/ | US$1.91B | +US$178.11M+10.27% | 88 | July 13, 2026 |
| 1697 | Legacy Wealth Management, LLC | US$1.91B | +US$196.6M+11.47% | 30 | July 9, 2026 |
| 1698 | MVM Partners, LLC | US$1.91BFiled in thousands, converted | +US$1.9B+17655.46% | 1 | August 14, 2026 |
| 1699 | REBALANCE, LLC | US$1.91B | +US$185.84M+10.79% | 103 | July 16, 2026 |
| 1700 | Campbell & CO Investment Adviser LLC | US$1.91B | +US$151.85M+8.65% | 1,005 | August 3, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.