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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.

RankInstitutionHoldings ↓Quarter change
2351Marks Group Wealth Management, IncUS$1.15B+10.69%
2352HARTLINE INVESTMENT CORP/US$1.15B+26.30%
2353Discipline Wealth Solutions, LLCUS$1.15B+20.66%
2354Gleason Group, Inc.US$1.15B+13.50%
2355Liberty Mutual Group Asset Management Inc.US$1.15B−8.31%
2356WS MANAGEMENT LLLPUS$1.14B+1.02%
2357Symetra Investment Management CoUS$1.14BFiled in thousands, converted−0.90%
2358CARRET ASSET MANAGEMENT, LLCUS$1.14B+11.98%
2359VISTA CAPITAL PARTNERS, INC.US$1.14B+15.03%
2360McGuire Investment Group, LLCUS$1.14B+28.96%
2361Shellback Capital, LPUS$1.14B+62.49%
2362Private Capital Advisors, Inc.US$1.14B+30.86%
2363Periscope Capital Inc.US$1.14B+26.33%
2364RW Investment Management LLCUS$1.14B+10.25%
2365High Ground Investment Management LLPUS$1.14B+111.41%
2366Atomic Invest LLCUS$1.14B+436.03%
2367YCG, LLCUS$1.14B+2.85%
2368Private Capital Management, LLCUS$1.14B+13.12%
2369CONNABLE OFFICE INCUS$1.14B+11.75%
2370Voya Financial Advisors, Inc.US$1.14B+13.22%
2371Pekin Hardy Strauss, Inc.US$1.14B+18.61%
2372Gryphon Financial Partners LLCUS$1.13B+16.30%
2373Telos Capital Management, Inc.US$1.13B+8.70%
2374Pictet North America Advisors SAUS$1.13B+12.68%
2375Black Diamond Financial, LLCUS$1.13B+23.74%
2376Institute for Wealth Management, LLC.US$1.13B+20.71%
2377Tairen Capital LtdUS$1.13B+22.47%
2378Bensler, LLCUS$1.13B+16.71%
2379SENTINEL TRUST CO LBAUS$1.13BFiled in thousands, converted+12.17%
2380AZZAD ASSET MANAGEMENT INC /ADVUS$1.13B+14.13%
2381BFSG, LLCUS$1.13B+6.82%
2382Global Strategic Investment Solutions, LLCUS$1.13B+9.97%
2383MV CAPITAL MANAGEMENT, INC.US$1.13B+10.67%
2384Inscription Capital, LLCUS$1.13B+18.58%
2385Coastline Trust CoUS$1.13B+11.90%
2386VR Advisory Services LtdUS$1.13B+33.43%
2387Wedbush Fund Advisers, LLCUS$1.13B+30.56%
2388Great Lakes Retirement, Inc.US$1.13B+16.50%
2389Knollwood Investment Advisory, LLCUS$1.12B+13.38%
2390Atom Investors LPUS$1.12B−19.50%
2391PENN DAVIS MCFARLAND INCUS$1.12B+9.82%
2392Informed Momentum Co LLCUS$1.12B+29.57%
2393Hudson Way Capital Management LLCUS$1.12B+7.23%
2394Wealth Management NebraskaUS$1.12B+13.53%
2395Triple Frond Partners LLCUS$1.12BFiled in thousands, converted+16.36%
2396Shannon River Fund Management LLCUS$1.12B+113.78%
2397WNY Asset Management, LLCUS$1.12B+15.79%
2398Cornerstone Capital, Inc.US$1.12B+11.80%
2399Strategies Wealth Advisors, LLCUS$1.12B+12.31%
2400HCR Wealth AdvisorsUS$1.12B+15.85%

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.