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 |
|---|---|---|---|---|---|
| 2451 | Disciplina Capital Management LLC | US$943.62M | No filing last quarter | 69 | May 7, 2026 |
| 2452 | Convergence Financial, LLC | US$943.13M | No filing last quarter | 276 | May 11, 2026 |
| 2453 | Harbour Trust & Investment Management Co | US$942.79M | No filing last quarter | 286 | April 28, 2026 |
| 2454 | Minneapolis Portfolio Management Group, LLC | US$941.72M | No filing last quarter | 33 | May 5, 2026 |
| 2455 | Synergy Asset Management, LLC | US$941.7M | No filing last quarter | 252 | May 13, 2026 |
| 2456 | LINCLUDEN MANAGEMENT LTD | US$938.95MFiled in thousands, converted | No filing last quarter | 70 | May 13, 2026 |
| 2457 | LEUTHOLD GROUP, LLC | US$938.75M | No filing last quarter | 211 | May 6, 2026 |
| 2458 | Institute for Wealth Management, LLC. | US$938.45M | No filing last quarter | 542 | May 14, 2026 |
| 2459 | Portland Global Advisors LLC | US$938.13M | No filing last quarter | 146 | May 11, 2026 |
| 2460 | Columbus Macro, LLC | US$936.15M | No filing last quarter | 200 | April 21, 2026 |
| 2461 | Bath Savings Trust Co | US$936.05M | No filing last quarter | 269 | April 7, 2026 |
| 2462 | Newtyn Management, LLC | US$935.76M | No filing last quarter | 33 | May 15, 2026 |
| 2463 | Avidity Partners Management LP | US$935.7M | No filing last quarter | 91 | May 28, 2026 |
| 2464 | Private Wealth Asset Management, LLC | US$935.39M | No filing last quarter | 923 | May 6, 2026 |
| 2465 | SeaCrest Wealth Management, LLC | US$935.01M | No filing last quarter | 635 | April 15, 2026 |
| 2466 | ALTFEST L J & CO INC | US$934.89M | No filing last quarter | 328 | April 28, 2026 |
| 2467 | NetEase, Inc. | US$934.47M | No filing last quarter | 2 | May 14, 2026 |
| 2468 | Massar Capital Management, LP | US$934.23M | No filing last quarter | 246 | May 15, 2026 |
| 2469 | Tamar Securities, LLC | US$934.15M | No filing last quarter | 91 | May 14, 2026 |
| 2470 | TRITONPOINT WEALTH, LLC | US$933.96M | No filing last quarter | 268 | April 21, 2026 |
| 2471 | Financial Plan, Inc. | US$932.94M | No filing last quarter | 94 | April 27, 2026 |
| 2472 | Moisand Fitzgerald Tamayo, LLC | US$930.58M | No filing last quarter | 518 | April 14, 2026 |
| 2473 | Greenline Partners, LLC | US$930.27M | No filing last quarter | 171 | May 15, 2026 |
| 2474 | Onyx Bridge Wealth Group LLC | US$930.02M | No filing last quarter | 468 | April 22, 2026 |
| 2475 | Opus Capital Group, LLC | US$929.81MFiled in thousands, converted | No filing last quarter | 137 | April 30, 2026 |
| 2476 | BIGLARI CAPITAL CORP. | US$929.39M | No filing last quarter | 19 | May 15, 2026 |
| 2477 | Westerkirk Capital Inc. | US$928.89M | No filing last quarter | 208 | May 14, 2026 |
| 2478 | Van Cleef Asset Management,Inc | US$928.66M | No filing last quarter | 118 | May 1, 2026 |
| 2479 | DiNuzzo Private Wealth, Inc. | US$928.12M | No filing last quarter | 1,349 | April 8, 2026 |
| 2480 | Innovator Capital Management, LLC | US$925.02M | No filing last quarter | 10 | May 15, 2026 |
| 2481 | Tairen Capital Ltd | US$924.33M | No filing last quarter | 44 | May 15, 2026 |
| 2482 | CAHILL FINANCIAL ADVISORS INC | US$923.89M | No filing last quarter | 323 | May 13, 2026 |
| 2483 | RATIONAL ADVISORS, INC. | US$923.48M | No filing last quarter | 214 | May 7, 2026 |
| 2484 | Marble Harbor Investment Counsel, LLC | US$922.9M | No filing last quarter | 192 | May 8, 2026 |
| 2485 | Old West Investment Management, LLC | US$922.57M | No filing last quarter | 123 | May 12, 2026 |
| 2486 | Goldstone Financial Group, LLC | US$922.27M | No filing last quarter | 229 | April 24, 2026 |
| 2487 | Consolidated Investment Group LLC | US$921.97M | No filing last quarter | 77 | May 4, 2026 |
| 2488 | Koch, Inc. | US$921.85M | No filing last quarter | 8 | May 12, 2026 |
| 2489 | Tyro Capital Management LLC | US$920.61M | No filing last quarter | 26 | July 6, 2026 |
| 2490 | Flat Footed LLC | US$920.43M | No filing last quarter | 39 | May 15, 2026 |
| 2491 | Clarity Financial LLC | US$919.3M | No filing last quarter | 118 | May 4, 2026 |
| 2492 | AssuredPartners Investment Advisors, LLC | US$919.18M | No filing last quarter | 402 | April 13, 2026 |
| 2493 | WENDELL DAVID ASSOCIATES INC | US$918.89MFiled in thousands, converted | No filing last quarter | 151 | April 23, 2026 |
| 2494 | Sierra Capital LLC | US$917.61MFiled in thousands, converted | No filing last quarter | 283 | May 15, 2026 |
| 2495 | CKW FINANCIAL GROUP | US$916.98MFiled in thousands, converted | No filing last quarter | 167 | May 7, 2026 |
| 2496 | Black Diamond Financial, LLC | US$916.47M | No filing last quarter | 185 | May 5, 2026 |
| 2497 | TT International Asset Management LTD | US$916.01M | No filing last quarter | 48 | April 24, 2026 |
| 2498 | SR One Capital Management, LP | US$915.44M | No filing last quarter | 14 | May 14, 2026 |
| 2499 | Petrus Trust Company, LTA | US$915.06M | No filing last quarter | 27 | May 15, 2026 |
| 2500 | Golden State Wealth Management, LLC | US$914.8M | No filing last quarter | 1,666 | April 28, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.