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 |
|---|---|---|---|---|---|
| 2401 | CUTLER INVESTMENT COUNSEL LLC | US$971.12M | No filing last quarter | 146 | May 7, 2026 |
| 2402 | MANE GLOBAL CAPITAL MANAGEMENT LP | US$970.67M | No filing last quarter | 57 | May 15, 2026 |
| 2403 | Cascade Financial Partners, LLC | US$970.17M | No filing last quarter | 266 | May 12, 2026 |
| 2404 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | US$969.98M | No filing last quarter | 217 | May 14, 2026 |
| 2405 | Parkman Healthcare Partners LLC | US$969.64M | No filing last quarter | 90 | May 15, 2026 |
| 2406 | Stokes Family Office, LLC | US$968.98M | No filing last quarter | 276 | May 12, 2026 |
| 2407 | Bensler, LLC | US$968.86M | No filing last quarter | 194 | May 4, 2026 |
| 2408 | Intrua Financial, LLC | US$968.79M | No filing last quarter | 459 | April 23, 2026 |
| 2409 | Pinnacle Wealth Planning Services, Inc. | US$968.02M | No filing last quarter | 2,737 | May 11, 2026 |
| 2410 | WNY Asset Management, LLC | US$967.15M | No filing last quarter | 249 | May 22, 2026 |
| 2411 | Great Lakes Retirement, Inc. | US$966.74M | No filing last quarter | 219 | May 6, 2026 |
| 2412 | Graham Holdings Co | US$966.72MFiled in thousands, converted | No filing last quarter | 6 | May 15, 2026 |
| 2413 | TWINBEECH CAPITAL LP | US$965.3M | No filing last quarter | 536 | May 15, 2026 |
| 2414 | RED CEDAR INVESTMENT MANAGEMENT, LLC | US$964.52M | No filing last quarter | 92 | April 30, 2026 |
| 2415 | HCR Wealth Advisors | US$964.36M | No filing last quarter | 241 | April 21, 2026 |
| 2416 | Focused Wealth Management, Inc | US$964.23M | No filing last quarter | 228 | April 20, 2026 |
| 2417 | Ullmann Wealth Partners Group, LLC | US$963.27M | No filing last quarter | 156 | April 13, 2026 |
| 2418 | Triple Frond Partners LLC | US$962.9MFiled in thousands, converted | No filing last quarter | 12 | May 15, 2026 |
| 2419 | Quantitative Investment Management, LLC | US$962.54MFiled in thousands, converted | No filing last quarter | 363 | May 15, 2026 |
| 2420 | MASTERINVEST Kapitalanlage GmbH | US$962.49M | No filing last quarter | 292 | May 5, 2026 |
| 2421 | Red Door Wealth Management, LLC | US$961.66M | No filing last quarter | 307 | April 22, 2026 |
| 2422 | JGP Wealth Management, LLC | US$961.35M | No filing last quarter | 223 | April 8, 2026 |
| 2423 | Graves Light Lenhart Wealth, Inc. | US$961.06M | No filing last quarter | 197 | April 8, 2026 |
| 2424 | NAVELLIER & ASSOCIATES INC | US$959.53M | No filing last quarter | 326 | May 7, 2026 |
| 2425 | Oak Harvest Investment Services | US$958.03M | No filing last quarter | 229 | April 23, 2026 |
| 2426 | Center for Financial Planning, Inc. | US$958.01M | No filing last quarter | 663 | May 4, 2026 |
| 2427 | BRUNI J V & CO /CO | US$957.76M | No filing last quarter | 31 | May 7, 2026 |
| 2428 | Capital Investment Services of America, Inc. | US$957.71M | No filing last quarter | 80 | April 27, 2026 |
| 2429 | Lombard Odier Asset Management (USA) Corp | US$957.06M | No filing last quarter | 263 | May 15, 2026 |
| 2430 | Pekin Hardy Strauss, Inc. | US$957.04M | No filing last quarter | 478 | May 7, 2026 |
| 2431 | JIA INVESTMENT ALLIANCE PTE. LTD. | US$955.55M | No filing last quarter | 24 | April 14, 2026 |
| 2432 | Paradigm Operations LP | US$954.08M | No filing last quarter | 3 | May 15, 2026 |
| 2433 | ISTHMUS PARTNERS, LLC | US$953.36M | No filing last quarter | 218 | April 30, 2026 |
| 2434 | Wellesley Asset Management | US$952.53M | No filing last quarter | 54 | May 11, 2026 |
| 2435 | Legacy Edge Advisors, LLC | US$951.36M | No filing last quarter | 223 | May 11, 2026 |
| 2436 | Inscription Capital, LLC | US$951.12M | No filing last quarter | 715 | April 20, 2026 |
| 2437 | DOCK STREET ASSET MANAGEMENT INC | US$950.81M | No filing last quarter | 58 | April 20, 2026 |
| 2438 | SUMMIT WEALTH GROUP LLC / CO | US$950.36M | No filing last quarter | 339 | April 23, 2026 |
| 2439 | Discipline Wealth Solutions, LLC | US$949.86M | No filing last quarter | 192 | April 17, 2026 |
| 2440 | CVA Family Office, LLC | US$949.65M | No filing last quarter | 1,840 | April 29, 2026 |
| 2441 | STEEL GROVE CAPITAL ADVISORS, LLC | US$949.22M | No filing last quarter | 221 | May 7, 2026 |
| 2442 | Gemsstock Ltd. | US$948.8M | No filing last quarter | 28 | May 14, 2026 |
| 2443 | HBW ADVISORY SERVICES LLC | US$948.79M | No filing last quarter | 444 | May 4, 2026 |
| 2444 | Southern Farm Bureau Life Insurance | US$947.19MFiled in thousands, converted | No filing last quarter | 15 | June 2, 2026 |
| 2445 | Iron Gate Global Advisors LLC | US$946.67M | No filing last quarter | 105 | May 15, 2026 |
| 2446 | Discerene Group LP | US$946.42M | No filing last quarter | 12 | May 14, 2026 |
| 2447 | Teamwork Financial Advisors, LLC | US$946.31M | No filing last quarter | 216 | April 9, 2026 |
| 2448 | V-Square Quantitative Management LLC | US$945.93M | No filing last quarter | 721 | April 27, 2026 |
| 2449 | Great Waters Wealth Management | US$944.88M | No filing last quarter | 121 | April 17, 2026 |
| 2450 | Provenance Wealth Advisors, LLC | US$944.52M | No filing last quarter | 412 | April 20, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.