Institutions by holdings
The 8,910 institutions that filed a 13F for Q1 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 |
|---|---|---|---|---|---|
| 1901 | INSIGNEO ADVISORY SERVICES, LLC | US$1.41B | No filing last quarter | 745 | May 12, 2026 |
| 1902 | Tradition Wealth Management, LLC | US$1.41B | No filing last quarter | 532 | May 15, 2026 |
| 1903 | FIDELIS CAPITAL PARTNERS, LLC | US$1.4B | No filing last quarter | 504 | May 6, 2026 |
| 1904 | EDGAR LOMAX CO/VA | US$1.4B | No filing last quarter | 56 | May 12, 2026 |
| 1905 | Ninepoint Partners LP | US$1.4B | No filing last quarter | 149 | August 11, 2026 |
| 1906 | Rockwood Wealth Management, LLC | US$1.4B | No filing last quarter | 118 | April 29, 2026 |
| 1907 | Atom Investors LP | US$1.4B | No filing last quarter | 641 | May 15, 2026 |
| 1908 | Trust Asset Management LLC | US$1.4B | No filing last quarter | 225 | April 20, 2026 |
| 1909 | YHB Investment Advisors, Inc. | US$1.39B | No filing last quarter | 298 | April 13, 2026 |
| 1910 | STEELHEAD PARTNERS LLC | US$1.39B | No filing last quarter | 24 | May 13, 2026 |
| 1911 | Heitman Real Estate Securities LLC | US$1.39B | No filing last quarter | 57 | May 15, 2026 |
| 1912 | Scheer, Rowlett & Associates Investment Management Ltd. | US$1.39B | No filing last quarter | 33 | May 11, 2026 |
| 1913 | ProVise Management Group, LLC | US$1.39B | No filing last quarter | 261 | May 7, 2026 |
| 1914 | Trans-Canada Capital Inc. | US$1.39B | No filing last quarter | 6 | May 12, 2026 |
| 1915 | Sagefield Capital LP | US$1.39B | No filing last quarter | 219 | May 15, 2026 |
| 1916 | Blue Chip Partners, LLC | US$1.39B | No filing last quarter | 170 | May 15, 2026 |
| 1917 | Trivest Advisors Ltd | US$1.39B | No filing last quarter | 29 | May 7, 2026 |
| 1918 | Opti Capital Management, LP | US$1.39B | No filing last quarter | 36 | May 15, 2026 |
| 1919 | 1607 Capital Partners, LLC | US$1.39B | No filing last quarter | 139 | May 15, 2026 |
| 1920 | VESTOR CAPITAL, LLC | US$1.39BFiled in thousands, converted | No filing last quarter | 281 | May 21, 2026 |
| 1921 | Nicholas Investment Partners, LP | US$1.39B | No filing last quarter | 205 | May 15, 2026 |
| 1922 | Fairmount Funds Management LLC | US$1.38B | No filing last quarter | 12 | May 15, 2026 |
| 1923 | Owl Creek Asset Management, L.P. | US$1.38B | No filing last quarter | 30 | May 15, 2026 |
| 1924 | ALGEBRIS (UK) LTD | US$1.38B | No filing last quarter | 70 | May 13, 2026 |
| 1925 | Ranger Investment Management, L.P. | US$1.38B | No filing last quarter | 79 | May 15, 2026 |
| 1926 | Advisor OS, LLC | US$1.38B | No filing last quarter | 2,365 | May 8, 2026 |
| 1927 | Johns Hopkins University | US$1.38B | No filing last quarter | 13 | May 14, 2026 |
| 1928 | NEXT CENTURY GROWTH INVESTORS LLC | US$1.38B | No filing last quarter | 112 | May 14, 2026 |
| 1929 | Robinhood Asset Management, LLC | US$1.38B | No filing last quarter | 81 | April 13, 2026 |
| 1930 | Impactive Capital LP | US$1.38B | No filing last quarter | 10 | May 15, 2026 |
| 1931 | PHILLIPS FINANCIAL MANAGEMENT, LLC | US$1.38B | No filing last quarter | 283 | April 16, 2026 |
| 1932 | AEW CAPITAL MANAGEMENT L P | US$1.38B | No filing last quarter | 78 | April 28, 2026 |
| 1933 | Leo Wealth, LLC | US$1.38B | No filing last quarter | 452 | May 5, 2026 |
| 1934 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | US$1.38B | No filing last quarter | 94 | May 15, 2026 |
| 1935 | BALDWIN WEALTH PARTNERS LLC/MA | US$1.38B | No filing last quarter | 271 | April 14, 2026 |
| 1936 | NEVILLE RODIE & SHAW INC | US$1.38BFiled in thousands, converted | No filing last quarter | 336 | April 1, 2026 |
| 1937 | SMITH, MOORE & CO. | US$1.37B | No filing last quarter | 558 | May 5, 2026 |
| 1938 | AVITY INVESTMENT MANAGEMENT INC. | US$1.37B | No filing last quarter | 114 | April 8, 2026 |
| 1939 | Main Management LLC | US$1.37BFiled in thousands, converted | No filing last quarter | 102 | May 15, 2026 |
| 1940 | Main Street Financial Solutions, LLC | US$1.37B | No filing last quarter | 581 | July 29, 2026 |
| 1941 | Capital Investment Advisory Services, LLC | US$1.37B | No filing last quarter | 1,206 | May 5, 2026 |
| 1942 | Hardy Reed LLC | US$1.37B | No filing last quarter | 243 | April 28, 2026 |
| 1943 | NAPLES GLOBAL ADVISORS, LLC | US$1.37B | No filing last quarter | 441 | April 20, 2026 |
| 1944 | Hill Path Capital LP | US$1.37B | No filing last quarter | 7 | May 15, 2026 |
| 1945 | RWWM, Inc. | US$1.37B | No filing last quarter | 34 | May 4, 2026 |
| 1946 | Ethos Financial Group, LLC | US$1.37B | No filing last quarter | 540 | May 5, 2026 |
| 1947 | Ionic Capital Management LLC | US$1.37B | No filing last quarter | 165 | May 15, 2026 |
| 1948 | MHR FUND MANAGEMENT LLC | US$1.37B | No filing last quarter | 10 | May 15, 2026 |
| 1949 | SILVER OAK SECURITIES, INCORPORATED | US$1.37B | No filing last quarter | 781 | April 20, 2026 |
| 1950 | Moss Adams Wealth Advisors LLC | US$1.37B | No filing last quarter | 462 | April 23, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.