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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 2501 | Provenance Wealth Advisors, LLC | US$1.05B | +US$105.08M+11.12% | 609 | July 24, 2026 |
| 2502 | Accurate Wealth Management, LLC | US$1.05B | +US$217.64M+26.19% | 576 | July 15, 2026 |
| 2503 | MIRABELLA FINANCIAL SERVICES LLP | US$1.05B | −US$10.47M−0.99% | 666 | July 31, 2026 |
| 2504 | True North Advisors, LLC | US$1.05B | +US$168.71M+19.23% | 291 | July 22, 2026 |
| 2505 | TETRAD CORP | US$1.05B | +US$45.52M+4.55% | 3 | July 6, 2026 |
| 2506 | SUMMIT SECURITIES GROUP LLC | US$1.05B | +US$235.68M+29.10% | 1,135 | August 3, 2026 |
| 2507 | SOUTHERN FARM BUREAU LIFE INSURANCE | US$1.05BFiled in thousands, converted | +US$98.28M+10.38% | 15 | July 29, 2026 |
| 2508 | CAHILL FINANCIAL ADVISORS INC | US$1.04B | +US$117.91M+12.76% | 332 | August 11, 2026 |
| 2509 | George Kaiser Family Foundation | US$1.04B | +US$158.59M+17.96% | 105 | August 12, 2026 |
| 2510 | Kera Capital Partners, Inc. | US$1.04B | +US$226.64M+27.82% | 634 | August 14, 2026 |
| 2511 | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | US$1.04B | +US$981.69M+1645.19% | 9 | October 13, 2026 |
| 2512 | One Madison Group LLC | US$1.04B | +US$174.58M+20.16% | 27 | August 14, 2026 |
| 2513 | Long Pond Capital, LP | US$1.04B | −US$6.63M−0.63% | 31 | August 13, 2026 |
| 2514 | Westerkirk Capital Inc. | US$1.04B | +US$111.1M+11.96% | 212 | August 10, 2026 |
| 2515 | U S GLOBAL INVESTORS INC | US$1.04B | +US$182.1M+21.23% | 146 | July 27, 2026 |
| 2516 | SR One Capital Management, LP | US$1.04B | +US$123.57M+13.50% | 15 | August 12, 2026 |
| 2517 | Harbour Trust & Investment Management Co | US$1.04B | +US$96.03M+10.19% | 297 | July 28, 2026 |
| 2518 | Private Wealth Asset Management, LLC | US$1.04B | +US$102.4M+10.95% | 930 | August 11, 2026 |
| 2519 | Caliber Wealth Management, LLC / KS | US$1.04B | +US$121.6M+13.31% | 340 | July 22, 2026 |
| 2520 | New England Private Wealth Advisors LLC | US$1.04B | +US$169.17M+19.53% | 205 | August 4, 2026 |
| 2521 | Oak Thistle LLC | US$1.03B | +US$4.79M+0.47% | 466 | July 21, 2026 |
| 2522 | Iron Gate Global Advisors LLC | US$1.03B | +US$88.17M+9.31% | 109 | August 14, 2026 |
| 2523 | ABSOLUTE INVESTMENT ADVISERS, LLC | US$1.03B | +US$182.68M+21.44% | 112 | July 21, 2026 |
| 2524 | Sierra Capital LLC | US$1.03B | +US$117.09M+12.76% | 301 | August 14, 2026 |
| 2525 | ISTHMUS PARTNERS, LLC | US$1.03B | +US$80.94M+8.49% | 226 | July 20, 2026 |
| 2526 | Baldwin Investment Management, LLC | US$1.03B | +US$178.11M+20.82% | 231 | July 28, 2026 |
| 2527 | Laurel Wealth Advisors LLC | US$1.03B | +US$22.17M+2.19% | 200 | July 17, 2026 |
| 2528 | AssuredPartners Investment Advisors, LLC | US$1.03B | +US$114.35M+12.44% | 416 | August 10, 2026 |
| 2529 | ARMSTRONG HENRY H ASSOCIATES INC | US$1.03B | +US$51.17M+5.21% | 65 | July 7, 2026 |
| 2530 | Opus Capital Group, LLC | US$1.03BFiled in thousands, converted | +US$102.5M+11.02% | 150 | July 31, 2026 |
| 2531 | Paradigm Operations LP | US$1.03B | +US$77.33M+8.11% | 4 | August 14, 2026 |
| 2532 | ALTFEST L J & CO INC | US$1.03B | +US$96.1M+10.28% | 313 | July 30, 2026 |
| 2533 | Archer Investment Corp | US$1.03B | +US$561.57M+119.70% | 2,492 | August 19, 2026 |
| 2534 | Rodgers Brothers Inc. | US$1.03B | +US$164.75M+19.03% | 247 | August 5, 2026 |
| 2535 | Provident Investment Management, Inc. | US$1.03B | +US$22.14M+2.20% | 92 | August 11, 2026 |
| 2536 | Quadcap Wealth Management, LLC | US$1.03B | +US$149.5M+17.00% | 432 | July 31, 2026 |
| 2537 | Impact Partnership Wealth, LLC | US$1.03B | +US$218.94M+27.04% | 456 | July 29, 2026 |
| 2538 | Massar Capital Management, LP | US$1.03B | +US$94.3M+10.09% | 265 | August 14, 2026 |
| 2539 | Columbus Macro, LLC | US$1.03B | +US$92.15M+9.84% | 207 | July 22, 2026 |
| 2540 | Engine Capital Management, LP | US$1.03B | +US$199.22M+24.05% | 29 | August 14, 2026 |
| 2541 | Columbus Hill Capital Management, L.P. | US$1.03B | +US$354.75M+52.74% | 30 | August 13, 2026 |
| 2542 | Apis Capital Advisors, LLC | US$1.03B | +US$379.02M+58.46% | 60 | August 14, 2026 |
| 2543 | RH Tailwind Management, LLC | US$1.03B | +US$245.64M+31.45% | 58 | August 14, 2026 |
| 2544 | Invst, LLC | US$1.03B | +US$139.95M+15.80% | 359 | August 14, 2026 |
| 2545 | TOTH FINANCIAL ADVISORY CORP | US$1.02B | +US$113.38M+12.45% | 880 | July 14, 2026 |
| 2546 | Moisand Fitzgerald Tamayo, LLC | US$1.02B | +US$93.41M+10.04% | 537 | July 13, 2026 |
| 2547 | Keebeck Wealth Management | US$1.02B | +US$134.73M+15.15% | 471 | August 11, 2026 |
| 2548 | Insight Wealth Strategies, LLC | US$1.02B | +US$126.95M+14.17% | 182 | July 10, 2026 |
| 2549 | NTV Asset Management LLC | US$1.02B | +US$110.95M+12.20% | 317 | August 5, 2026 |
| 2550 | Capital Investment Services of America, Inc. | US$1.02B | +US$62.97M+6.58% | 83 | July 22, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.