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 |
|---|---|---|---|---|---|
| 2501 | Destiny Wealth Partners, LLC | US$914.43M | No filing last quarter | 1,148 | May 11, 2026 |
| 2502 | Caliber Wealth Management, LLC / KS | US$913.91M | No filing last quarter | 270 | April 23, 2026 |
| 2503 | Scarborough Advisors, LLC | US$913.58M | No filing last quarter | 762 | May 7, 2026 |
| 2504 | Symmetry Investments LP | US$912.89M | No filing last quarter | 171 | May 15, 2026 |
| 2505 | GOODNOW INVESTMENT GROUP, LLC | US$912.89M | No filing last quarter | 29 | May 15, 2026 |
| 2506 | Southeast Asset Advisors, LLC | US$912.54M | No filing last quarter | 217 | May 13, 2026 |
| 2507 | Greenvale Capital LLP | US$912.19M | No filing last quarter | 12 | May 15, 2026 |
| 2508 | KINGDON CAPITAL MANAGEMENT, L.L.C. | US$911.03M | No filing last quarter | 67 | May 15, 2026 |
| 2509 | TOTH FINANCIAL ADVISORY CORP | US$910.96M | No filing last quarter | 918 | April 16, 2026 |
| 2510 | NAN FUNG TRINITY (HK) LTD | US$910.62M | No filing last quarter | 62 | May 5, 2026 |
| 2511 | Ironvine Capital Partners, LLC | US$909.77M | No filing last quarter | 56 | May 15, 2026 |
| 2512 | NTV Asset Management LLC | US$909.74M | No filing last quarter | 311 | April 28, 2026 |
| 2513 | HARVEY INVESTMENT CO LLC | US$909.49MFiled in thousands, converted | No filing last quarter | 99 | April 21, 2026 |
| 2514 | Perseverance Asset Management International | US$909.05M | No filing last quarter | 33 | May 14, 2026 |
| 2515 | HARTLINE INVESTMENT CORP/ | US$908.93M | No filing last quarter | 112 | April 29, 2026 |
| 2516 | Amanah Holdings Trust | US$908.24M | No filing last quarter | 20 | April 8, 2026 |
| 2517 | Brehaut David Pascal | US$907.9M | No filing last quarter | 1 | May 14, 2026 |
| 2518 | GREENWOOD CAPITAL ASSOCIATES LLC | US$907.56M | No filing last quarter | 286 | April 29, 2026 |
| 2519 | VILLERE ST DENIS J & CO LLC | US$906.92M | No filing last quarter | 76 | April 30, 2026 |
| 2520 | Schneider Downs Wealth Management Advisors, LP | US$906.84M | No filing last quarter | 156 | May 15, 2026 |
| 2521 | TAIYO LIFE INSURANCE CO | US$906.26MFiled in thousands, converted | No filing last quarter | 10 | May 7, 2026 |
| 2522 | Stockman Wealth Management, Inc. | US$906.19M | No filing last quarter | 178 | April 13, 2026 |
| 2523 | Redhawk Wealth Advisors, Inc. | US$905.79M | No filing last quarter | 387 | April 15, 2026 |
| 2524 | Hill Investment Group Partners, LLC | US$905.59M | No filing last quarter | 50 | May 12, 2026 |
| 2525 | Per Stirling Capital Management, LLC. | US$905.13M | No filing last quarter | 310 | May 12, 2026 |
| 2526 | ABNER HERRMAN & BROCK LLC | US$904.89MFiled in thousands, converted | No filing last quarter | 108 | April 7, 2026 |
| 2527 | Permian Investment Partners, LP | US$904.86M | No filing last quarter | 13 | May 15, 2026 |
| 2528 | EnCap Investments L.P. | US$904.77M | No filing last quarter | 4 | May 15, 2026 |
| 2529 | Sendero Wealth Management, LLC | US$904.08M | No filing last quarter | 321 | April 22, 2026 |
| 2530 | Asset One Wealth Management LLC | US$903.84M | No filing last quarter | 336 | May 13, 2026 |
| 2531 | Octagon Capital Advisors LP | US$903.61M | No filing last quarter | 29 | May 15, 2026 |
| 2532 | AWM Investment Company, Inc. | US$903.4M | No filing last quarter | 98 | May 15, 2026 |
| 2533 | EVERMAY WEALTH MANAGEMENT LLC | US$902.06M | No filing last quarter | 594 | May 12, 2026 |
| 2534 | Periscope Capital Inc. | US$901.96M | No filing last quarter | 429 | May 14, 2026 |
| 2535 | GCM Grosvenor Holdings, LLC | US$901.15M | No filing last quarter | 22 | May 15, 2026 |
| 2536 | Goldstein Advisors, LLC | US$900.19M | No filing last quarter | 228 | April 28, 2026 |
| 2537 | BARLOW WEALTH PARTNERS, LLC | US$900.01M | No filing last quarter | 137 | April 21, 2026 |
| 2538 | BlueStem Wealth Partners, LLC | US$899.87M | No filing last quarter | 124 | May 7, 2026 |
| 2539 | DENALI ADVISORS LLC | US$899.71M | No filing last quarter | 307 | May 8, 2026 |
| 2540 | WealthShield Partners, LLC | US$897.63M | No filing last quarter | 609 | May 1, 2026 |
| 2541 | Global Endowment Management, LP | US$896.13M | No filing last quarter | 126 | May 14, 2026 |
| 2542 | IAG Wealth Partners, LLC | US$895.87M | No filing last quarter | 509 | April 29, 2026 |
| 2543 | Insight Wealth Strategies, LLC | US$895.7M | No filing last quarter | 177 | April 10, 2026 |
| 2544 | WATER ISLAND CAPITAL LLC | US$895.64M | No filing last quarter | 98 | May 15, 2026 |
| 2545 | First Turn Management, LLC | US$895.1M | No filing last quarter | 33 | May 15, 2026 |
| 2546 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | US$894.14M | No filing last quarter | 6 | May 15, 2026 |
| 2547 | Baring Fintech Fund III Managers Ltd | US$893.43M | No filing last quarter | 1 | May 14, 2026 |
| 2548 | SIGNET FINANCIAL MANAGEMENT, LLC | US$891.97M | No filing last quarter | 299 | May 5, 2026 |
| 2549 | Financial Management Professionals, Inc. | US$891.58M | No filing last quarter | 963 | April 15, 2026 |
| 2550 | Adams Asset Advisors, LLC | US$891.46M | No filing last quarter | 88 | April 27, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.