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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.

RankInstitutionHoldings ↓Quarter change
2151Everhart Financial Group, Inc.US$1.17BNo filing last quarter
2152Transamerica Financial Advisors, LLCUS$1.17BNo filing last quarter
2153Journey Advisory Group, LLCUS$1.17BNo filing last quarter
2154Crewe Advisors LLCUS$1.17BNo filing last quarter
2155Fiduciary Group, LLCUS$1.17BNo filing last quarter
2156BANK OF NOVA SCOTIA TRUST COUS$1.16BNo filing last quarter
2157AMICA MUTUAL INSURANCE COUS$1.16BFiled in thousands, convertedNo filing last quarter
2158GERMAN AMERICAN BANCORP, INC.US$1.16BNo filing last quarter
2159ANDERSON HOAGLAND & COUS$1.16BNo filing last quarter
2160Sandhill Capital Partners LLCUS$1.16BNo filing last quarter
2161Flagship Pioneering, LLCUS$1.16BNo filing last quarter
2162AltraVue Capital, LLCUS$1.16BNo filing last quarter
2163Bramshill Investments, LLCUS$1.16BNo filing last quarter
2164SNS Financial Group, LLCUS$1.16BNo filing last quarter
2165Townsend & Associates, IncUS$1.16BNo filing last quarter
2166FourThought Financial Partners, LLCUS$1.16BNo filing last quarter
2167MMCAP International Inc. SPCUS$1.16BNo filing last quarter
2168Polymer Capital Management (HK) LTDUS$1.16BNo filing last quarter
2169BTG Pactual Asset Management US LLCUS$1.16BNo filing last quarter
2170Galaxy Digital Inc.US$1.16BNo filing last quarter
2171Symetra Investment Management CoUS$1.15BFiled in thousands, convertedNo filing last quarter
2172Ledyard National BankUS$1.15BNo filing last quarter
2173NewSquare Capital LLCUS$1.15BNo filing last quarter
2174Delta Accumulation, LLCUS$1.15BNo filing last quarter
2175Hartford Funds Management Co LLCUS$1.15BNo filing last quarter
2176TRUST POINT INC.US$1.15BNo filing last quarter
2177GODSEY & GIBB, INCUS$1.15BNo filing last quarter
2178Hikari Power LtdUS$1.15BFiled in thousands, convertedNo filing last quarter
2179MEANS INVESTMENT CO., INC.US$1.15BNo filing last quarter
2180SWF LLCUS$1.15BNo filing last quarter
2181Heartwood Wealth Advisors LLCUS$1.15BNo filing last quarter
2182HENGEHOLD CAPITAL MANAGEMENT LLCUS$1.14BNo filing last quarter
2183Spartan Wealth Advisory Services LLCUS$1.14BNo filing last quarter
2184Banco BTG Pactual S.A.US$1.14BNo filing last quarter
2185Wescott Financial Advisory Group, LLCUS$1.14BNo filing last quarter
2186Rossmore Private CapitalUS$1.14BNo filing last quarter
2187GAM Holding AGUS$1.14BNo filing last quarter
2188Northside Capital Management, LLCUS$1.14BNo filing last quarter
2189Pale Fire Capital SEUS$1.14BNo filing last quarter
2190Arlington Trust Co LLCUS$1.13BNo filing last quarter
2191Alua Capital Management LPUS$1.13BNo filing last quarter
2192SP Asset Management LLCUS$1.13BNo filing last quarter
2193Hook Mill Capital Partners, LPUS$1.13BNo filing last quarter
2194Oriental Harbor Investment Master FundUS$1.13BNo filing last quarter
2195WS MANAGEMENT LLLPUS$1.13BNo filing last quarter
2196American TrustUS$1.13BNo filing last quarter
2197Indivisible PartnersUS$1.13BNo filing last quarter
2198LRI Investments, LLCUS$1.13BNo filing last quarter
2199Parkwood LLCUS$1.13BFiled in thousands, convertedNo filing last quarter
2200DARK FOREST CAPITAL MANAGEMENT LPUS$1.13BNo filing last quarter

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.