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 |
|---|---|---|---|---|---|
| 2251 | First Nebraska Trust Co | US$1.08B | −US$12.22M−1.12% | 218 | June 1, 2026 |
| 2252 | MOTCO | US$1.08B | No filing last quarter | 737 | April 22, 2026 |
| 2253 | IBEX WEALTH ADVISORS | US$1.07B | No filing last quarter | 203 | April 30, 2026 |
| 2254 | SIR Capital Management, L.P. | US$1.07B | No filing last quarter | 88 | May 15, 2026 |
| 2255 | Passaic Partners LLC | US$1.07B | No filing last quarter | 15 | May 15, 2026 |
| 2256 | Diameter Capital Partners LP | US$1.07B | No filing last quarter | 29 | May 15, 2026 |
| 2257 | Trust Co | US$1.07B | No filing last quarter | 907 | April 13, 2026 |
| 2258 | Zuckerman Investment Group, LLC | US$1.07B | No filing last quarter | 136 | May 15, 2026 |
| 2259 | E20 Capital Ltd | US$1.07B | +US$788.85M+284.61% | 22 | May 20, 2026 |
| 2260 | Clark Asset Management, LLC | US$1.06B | No filing last quarter | 267 | April 16, 2026 |
| 2261 | Hackensack Meridian Health, Inc. | US$1.06B | No filing last quarter | 7 | May 14, 2026 |
| 2262 | Boussard & Gavaudan Investment Management LLP | US$1.06B | No filing last quarter | 99 | May 15, 2026 |
| 2263 | MIRABELLA FINANCIAL SERVICES LLP | US$1.06B | No filing last quarter | 889 | May 12, 2026 |
| 2264 | BFSG, LLC | US$1.06B | No filing last quarter | 751 | April 29, 2026 |
| 2265 | WEBSTER BANK, N. A. | US$1.06B | No filing last quarter | 842 | April 17, 2026 |
| 2266 | Cornerstone Advisory, LLC | US$1.06B | No filing last quarter | 262 | May 4, 2026 |
| 2267 | Kintegral Advisory, LLC | US$1.06B | No filing last quarter | 233 | May 14, 2026 |
| 2268 | MONOGRAPH WEALTH ADVISORS, LLC | US$1.05B | No filing last quarter | 144 | May 13, 2026 |
| 2269 | Shepherd Financial Partners LLC | US$1.05B | No filing last quarter | 240 | May 11, 2026 |
| 2270 | Royal Fund Management, LLC | US$1.05B | No filing last quarter | 297 | May 19, 2026 |
| 2271 | TRUST CO OF TOLEDO NA /OH/ | US$1.05B | No filing last quarter | 1,001 | April 15, 2026 |
| 2272 | ELEMENT CAPITAL MANAGEMENT LLC | US$1.05B | No filing last quarter | 49 | May 12, 2026 |
| 2273 | Syntegra Private Wealth Group, LLC | US$1.05B | No filing last quarter | 189 | April 27, 2026 |
| 2274 | Nemes Rush Group LLC | US$1.05B | No filing last quarter | 944 | April 21, 2026 |
| 2275 | HORAN Wealth, LLC | US$1.05B | No filing last quarter | 257 | May 8, 2026 |
| 2276 | L2 Asset Management, LLC | US$1.05B | No filing last quarter | 397 | May 15, 2026 |
| 2277 | SPIREPOINT PRIVATE CLIENT, LLC | US$1.05B | No filing last quarter | 322 | April 22, 2026 |
| 2278 | MOODY NATIONAL BANK TRUST DIVISION | US$1.05B | No filing last quarter | 794 | April 9, 2026 |
| 2279 | LVW Advisors, LLC | US$1.05B | No filing last quarter | 436 | April 20, 2026 |
| 2280 | Compass Ion Advisors, LLC | US$1.05B | No filing last quarter | 398 | April 13, 2026 |
| 2281 | TRUE Private Wealth Advisors | US$1.05B | No filing last quarter | 266 | May 15, 2026 |
| 2282 | Asset Advisors Investment Management, LLC | US$1.05B | No filing last quarter | 106 | April 16, 2026 |
| 2283 | Apriem Advisors | US$1.05B | No filing last quarter | 186 | May 15, 2026 |
| 2284 | Financial Synergies Wealth Advisors, Inc. | US$1.05B | No filing last quarter | 131 | May 14, 2026 |
| 2285 | AMERICAN NATIONAL BANK & TRUST | US$1.05B | No filing last quarter | 615 | April 24, 2026 |
| 2286 | Long Pond Capital, LP | US$1.05B | No filing last quarter | 33 | May 14, 2026 |
| 2287 | WAYCROSS PARTNERS, LLC | US$1.05B | No filing last quarter | 76 | May 7, 2026 |
| 2288 | Randolph Co Inc | US$1.05B | No filing last quarter | 43 | April 24, 2026 |
| 2289 | Hudson Way Capital Management LLC | US$1.05B | No filing last quarter | 16 | May 15, 2026 |
| 2290 | Octavia Wealth Advisors, LLC | US$1.05B | No filing last quarter | 238 | April 10, 2026 |
| 2291 | CCM INVESTMENT ADVISERS LLC | US$1.04B | No filing last quarter | 93 | May 20, 2026 |
| 2292 | Telos Capital Management, Inc. | US$1.04B | No filing last quarter | 191 | April 17, 2026 |
| 2293 | Continuum Advisory, LLC | US$1.04B | No filing last quarter | 453 | April 22, 2026 |
| 2294 | NORDEN GROUP LLC | US$1.04B | No filing last quarter | 615 | April 15, 2026 |
| 2295 | CLOUGH CAPITAL PARTNERS L P | US$1.04B | No filing last quarter | 96 | May 15, 2026 |
| 2296 | Crescent Grove Advisors, LLC | US$1.04B | No filing last quarter | 304 | May 6, 2026 |
| 2297 | SCOGGIN MANAGEMENT LP | US$1.04B | No filing last quarter | 51 | May 15, 2026 |
| 2298 | RDST Capital LLC | US$1.04B | No filing last quarter | 20 | May 15, 2026 |
| 2299 | Optimus Prime Fund Management Co., Ltd. | US$1.04B | No filing last quarter | 27 | May 15, 2026 |
| 2300 | Linden Thomas Advisory Services, LLC | US$1.04B | No filing last quarter | 530 | April 10, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.