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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
2551Portfolio Strategies, Inc.US$1.02B+25.69%
2552JABODON PT COUS$1.02BFiled in thousands, converted+18.47%
2553GREENWOOD CAPITAL ASSOCIATES LLCUS$1.02B+12.27%
2554MORGUARD LINCLUDEN GLOBAL INVESTMENTS LtdUS$1.02BFiled in thousands, converted+8.50%
2555TRITONPOINT WEALTH, LLCUS$1.02B+8.97%
2556CKW FINANCIAL GROUPUS$1.02BFiled in thousands, converted+10.99%
2557Genus Capital Management Inc.US$1.02B+16.43%
2558Redhawk Wealth Advisors, Inc.US$1.02B+12.06%
2559ALLEN HOLDING INC /NYUS$1.01B+0.60%
2560Dream Peak Capital LtdUS$1.01B+50.13%
2561NAN FUNG TRINITY (HK) LTDUS$1.01B+11.22%
2562Havemeyer Place LPUS$1.01B+16.86%
2563Lavaca Capital LLCUS$1.01B+79.38%
2564Accel Leaders 4 Associates L.P.US$1.01B+112.93%
2565Counterpoint Mutual Funds LLCUS$1.01B+51.81%
2566Quantum Financial Advisors, LLCUS$1.01B+13.41%
2567DiNuzzo Private Wealth, Inc.US$1.01B+8.92%
2568Gladstone Capital Management LLPUS$1.01B+1.49%
2569IAG Wealth Partners, LLCUS$1.01B+12.78%
2570Redwood Investment Management, LLCUS$1.01BFiled in thousands, converted+25.29%
2571Steigerwald, Gordon & Koch Inc.US$1.01B+3.56%
2572KR Capital LPUS$1.01B+102.18%
2573CATALYST FINANCIAL PARTNERS LLCUS$1.01B+19.06%
2574Grove Bank & TrustUS$1.01B+14.00%
2575Occidental Asset Management, LLCUS$1.01B+19.33%
2576Eagle Strategies LLCUS$1.01B+20.23%
2577Patton Albertson Miller Group, LLCUS$1B+19.31%
2578MAR VISTA INVESTMENT PARTNERS LLCUS$1B+0.51%
2579B&D White Capital Company, LLCUS$1B+24.23%
2580Sendero Wealth Management, LLCUS$1B+11.10%
2581BlueStem Wealth Partners, LLCUS$1B+11.61%
2582KIM, LLCUS$1B+2.81%
2583Fulcrum Asset Management LLPUS$1B+51.57%
2584ADVISORY RESEARCH INCUS$1B+23.22%
2585SHEETS SMITH WEALTH MANAGEMENTUS$1B+12.60%
2586LIBERTY ONE INVESTMENT MANAGEMENT, LLCUS$1B+3.12%
2587Ascent Wealth Partners, LLCUS$1B+16.24%
2588Embree Financial GroupUS$998.6M+17.60%
2589180 WEALTH ADVISORS, LLCUS$997.46M+13.38%
2590HHM Wealth Advisors, LLCUS$995.98M+14.63%
2591LEUTHOLD GROUP, LLCUS$995.16M+6.01%
2592NINE MASTS CAPITAL LtdUS$994.65M+43.61%
2593ROMANO BROTHERS AND COMPANYUS$994.39M+12.97%
2594Souders Financial AdvisorsUS$994.15M+13.43%
2595Absolute Gestao de Investimentos Ltda.US$994.08M+13.34%
2596Rock Creek Group LLCUS$993.72M+0.61%
2597Power Alpha Investment LtdUS$993.58M+13.65%
2598DENALI ADVISORS LLCUS$993.03M+10.37%
2599Capital Advisors, Ltd. LLCUS$991.16MFiled in thousands, converted+12.65%
2600JAMISON PRIVATE WEALTH MANAGEMENT, INC.US$990.37M+20.45%

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.