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 |
|---|---|---|---|---|---|
| 1851 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | US$1.67B | +US$119.47M+7.70% | 1,636 | July 31, 2026 |
| 1852 | DigitalBridge Group, Inc. | US$1.67B | +US$85.96M+5.42% | 137 | August 14, 2026 |
| 1853 | Global Alpha Capital Management Ltd. | US$1.67B | +US$6.7M+0.40% | 48 | August 13, 2026 |
| 1854 | Gateway Wealth Partners, LLC | US$1.67B | −US$898.05M−35.00% | 751 | August 4, 2026 |
| 1855 | Angeles Investment Advisors, LLC | US$1.66B | +US$177.29M+11.92% | 31 | July 22, 2026 |
| 1856 | No Street GP LP | US$1.66B | +US$165.14M+11.01% | 32 | August 14, 2026 |
| 1857 | QVT Financial LP | US$1.66B | +US$296.47M+21.71% | 81 | August 14, 2026 |
| 1858 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | US$1.66B | +US$284.29M+20.64% | 80 | July 31, 2026 |
| 1859 | Icon Wealth Advisors, LLC | US$1.66B | +US$120.65M+7.83% | 420 | August 5, 2026 |
| 1860 | SFMG, LLC | US$1.66B | +US$183.74M+12.44% | 350 | August 13, 2026 |
| 1861 | FIRST AMERICAN TRUST, FSB | US$1.66B | +US$172.43M+11.60% | 491 | August 10, 2026 |
| 1862 | COMPASS CAPITAL MANAGEMENT, INC | US$1.66B | +US$3.07M+0.19% | 91 | August 7, 2026 |
| 1863 | CAHABA WEALTH MANAGEMENT, INC. | US$1.66B | +US$184.87M+12.55% | 158 | July 31, 2026 |
| 1864 | Pine Ridge Advisers LLC | US$1.66B | +US$32.97M+2.03% | 42 | August 14, 2026 |
| 1865 | Ally Invest Advisors Inc. | US$1.66B | +US$170.45M+11.47% | 75 | August 13, 2026 |
| 1866 | Strategic Investment Advisors / MI | US$1.65B | +US$205.17M+14.17% | 398 | August 14, 2026 |
| 1867 | Beacon Capital Management, Inc. | US$1.65B | −US$125.06M−7.03% | 133 | August 13, 2026 |
| 1868 | American Assets Investment Management, LLC | US$1.65B | +US$178.34M+12.10% | 146 | August 5, 2026 |
| 1869 | Gladius Capital Management LP | US$1.65B | −US$593.02M−26.42% | 29 | July 30, 2026 |
| 1870 | SHAPIRO CAPITAL MANAGEMENT LLC | US$1.65B | +US$49.7M+3.11% | 50 | August 6, 2026 |
| 1871 | Oriental Harbor Investment Master Fund | US$1.65B | +US$516.5M+45.58% | 13 | August 11, 2026 |
| 1872 | GILEAD SCIENCES, INC. | US$1.65B | −US$469.04M−22.15% | 5 | August 3, 2026 |
| 1873 | MFF Capital Investments Ltd | US$1.65B | +US$128.57M+8.46% | 19 | August 11, 2026 |
| 1874 | BOSTON FAMILY OFFICE LLC | US$1.65BFiled in thousands, converted | +US$144.71M+9.63% | 315 | August 12, 2026 |
| 1875 | BTC Capital Management, Inc. | US$1.65B | +US$169.71M+11.49% | 508 | July 16, 2026 |
| 1876 | SILVER OAK SECURITIES, INCORPORATED | US$1.65B | +US$279.3M+20.42% | 830 | August 7, 2026 |
| 1877 | NICHOLS & PRATT ADVISERS LLP /MA | US$1.65B | +US$97.17M+6.27% | 195 | August 5, 2026 |
| 1878 | Aureus Asset Management, LLC | US$1.65B | +US$144.67M+9.64% | 239 | August 14, 2026 |
| 1879 | First Light Asset Management, LLC | US$1.65B | +US$529.4M+47.44% | 31 | August 14, 2026 |
| 1880 | ARMSTRONG ADVISORY GROUP, INC | US$1.64B | +US$151.74M+10.18% | 987 | July 13, 2026 |
| 1881 | Triodos Investment Management BV | US$1.64B | +US$319.71M+24.18% | 50 | July 29, 2026 |
| 1882 | Lutz Financial Services LLC | US$1.64B | +US$154.24M+10.37% | 112 | August 5, 2026 |
| 1883 | MPM BIOIMPACT LLC | US$1.64B | +US$345.05M+26.65% | 37 | August 14, 2026 |
| 1884 | Opti Capital Management, LP | US$1.64B | +US$250.37M+18.04% | 46 | August 14, 2026 |
| 1885 | Milestone Resources Group Ltd | US$1.64BFiled in thousands, converted | +US$1.96M+0.12% | 8 | August 11, 2026 |
| 1886 | EVOLVE PRIVATE WEALTH, LLC | US$1.64B | −US$234.98M−12.56% | 1,003 | August 12, 2026 |
| 1887 | Tradition Wealth Management, LLC | US$1.64B | +US$230.01M+16.36% | 572 | August 11, 2026 |
| 1888 | MONECO ADVISORS, LLC | US$1.64B | +US$346.48M+26.87% | 598 | August 11, 2026 |
| 1889 | Howard Capital Management Group, LLC | US$1.64B | +US$129.02M+8.56% | 151 | July 16, 2026 |
| 1890 | Vantage Investment Partners, LLC | US$1.63B | +US$184.3M+12.72% | 67 | October 20, 2026 |
| 1891 | Kopernik Global Investors, LLC | US$1.63B | +US$200.04M+13.97% | 30 | August 11, 2026 |
| 1892 | APPLETON PARTNERS INC/MA | US$1.63BFiled in thousands, converted | +US$198.39M+13.84% | 275 | July 21, 2026 |
| 1893 | HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | US$1.63B | +US$328.63M+25.25% | 168 | August 13, 2026 |
| 1894 | Atalan Capital Partners, LP | US$1.63B | +US$545.18M+50.25% | 9 | August 14, 2026 |
| 1895 | CORDA Investment Management, LLC. | US$1.63B | +US$183.64M+12.70% | 85 | August 6, 2026 |
| 1896 | LYELL WEALTH MANAGEMENT, LP | US$1.63B | +US$268.9M+19.76% | 232 | August 5, 2026 |
| 1897 | Quent Capital, LLC | US$1.63B | +US$218.14M+15.47% | 1,653 | August 7, 2026 |
| 1898 | Sage Mountain Advisors LLC | US$1.63B | +US$197.1M+13.79% | 304 | August 5, 2026 |
| 1899 | Avalon Trust Co | US$1.63B | +US$173.95M+11.98% | 462 | August 6, 2026 |
| 1900 | WESTPAC BANKING CORP | US$1.62B | +US$185.8M+12.92% | 861 | August 12, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.