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 |
|---|---|---|---|---|---|
| 2551 | Quantum Financial Advisors, LLC | US$891.38M | No filing last quarter | 231 | April 8, 2026 |
| 2552 | JAMES INVESTMENT RESEARCH, INC. | US$891.24M | No filing last quarter | 359 | April 24, 2026 |
| 2553 | Prime Capital Management Co Ltd | US$891.05M | No filing last quarter | 7 | May 6, 2026 |
| 2554 | Trustees of Columbia University in the City of New York | US$890.98M | No filing last quarter | 3 | May 15, 2026 |
| 2555 | Deeter Investments LLP | US$890.87M | +US$422.65M+90.26% | 102 | September 22, 2026 |
| 2556 | ZEGA Investments, LLC | US$889.87M | No filing last quarter | 299 | May 11, 2026 |
| 2557 | JAG CAPITAL MANAGEMENT, LLC | US$889.4M | No filing last quarter | 161 | May 6, 2026 |
| 2558 | Keebeck Wealth Management | US$888.99M | No filing last quarter | 426 | May 14, 2026 |
| 2559 | Cypress Capital Group | US$888.91M | No filing last quarter | 284 | May 15, 2026 |
| 2560 | FOUNDATION RESOURCE MANAGEMENT INC | US$888.52M | No filing last quarter | 55 | April 21, 2026 |
| 2561 | SHEETS SMITH WEALTH MANAGEMENT | US$888.48M | No filing last quarter | 393 | April 16, 2026 |
| 2562 | FJ Capital Management LLC | US$888.14M | No filing last quarter | 126 | May 15, 2026 |
| 2563 | Bedel Financial Consulting, Inc. | US$888.13M | No filing last quarter | 300 | May 4, 2026 |
| 2564 | HOWARD FINANCIAL SERVICES, LTD. | US$888.05M | No filing last quarter | 223 | April 7, 2026 |
| 2565 | GRIFFIN ASSET MANAGEMENT, INC. | US$886.61M | No filing last quarter | 228 | April 30, 2026 |
| 2566 | Invst, LLC | US$885.85M | No filing last quarter | 341 | May 13, 2026 |
| 2567 | NWF Advisory Services Inc. | US$885.64M | No filing last quarter | 411 | May 4, 2026 |
| 2568 | McGuire Investment Group, LLC | US$885.33M | No filing last quarter | 121 | April 29, 2026 |
| 2569 | Grove Bank & Trust | US$884.38M | No filing last quarter | 1,007 | April 8, 2026 |
| 2570 | Motley Fool Wealth Management, LLC | US$884.21M | No filing last quarter | 124 | May 12, 2026 |
| 2571 | George Kaiser Family Foundation | US$882.84M | No filing last quarter | 71 | May 14, 2026 |
| 2572 | AMERICAN EXPRESS CO | US$880.45M | No filing last quarter | 1 | May 8, 2026 |
| 2573 | ROMANO BROTHERS AND COMPANY | US$880.19M | No filing last quarter | 319 | April 22, 2026 |
| 2574 | Capital Advisors, Ltd. LLC | US$879.85MFiled in thousands, converted | No filing last quarter | 1,555 | April 16, 2026 |
| 2575 | 180 WEALTH ADVISORS, LLC | US$879.78M | No filing last quarter | 472 | May 1, 2026 |
| 2576 | Quadcap Wealth Management, LLC | US$879.2M | No filing last quarter | 398 | May 15, 2026 |
| 2577 | DUPONT CAPITAL MANAGEMENT CORP | US$878.72M | No filing last quarter | 101 | April 23, 2026 |
| 2578 | OAK HILL ADVISORS LP | US$877.94M | No filing last quarter | 12 | May 15, 2026 |
| 2579 | Headlands Technologies LLC | US$877.92M | No filing last quarter | 712 | May 13, 2026 |
| 2580 | True North Advisors, LLC | US$877.26M | No filing last quarter | 245 | May 7, 2026 |
| 2581 | Absolute Gestao de Investimentos Ltda. | US$877.06M | No filing last quarter | 74 | May 15, 2026 |
| 2582 | MIDDLETON & CO INC/MA | US$876.86M | No filing last quarter | 164 | May 8, 2026 |
| 2583 | Souders Financial Advisors | US$876.43M | No filing last quarter | 216 | May 4, 2026 |
| 2584 | LVZ, Inc. | US$876.33M | No filing last quarter | 161 | April 28, 2026 |
| 2585 | Stillwater Capital Advisors, LLC | US$876.09M | No filing last quarter | 68 | April 10, 2026 |
| 2586 | ATLAS CAPITAL ADVISORS INC. | US$874.84M | No filing last quarter | 1,067 | May 11, 2026 |
| 2587 | PARTHENON LLC | US$874.71M | No filing last quarter | 127 | April 28, 2026 |
| 2588 | Power Alpha Investment Ltd | US$874.24M | No filing last quarter | 5 | May 8, 2026 |
| 2589 | Archford Capital Strategies, LLC | US$873.43M | No filing last quarter | 341 | April 15, 2026 |
| 2590 | NOVEM GROUP | US$873.13M | No filing last quarter | 920 | April 13, 2026 |
| 2591 | BURNS J W & CO INC/NY | US$872.77M | No filing last quarter | 183 | April 17, 2026 |
| 2592 | Genus Capital Management Inc. | US$872.62M | No filing last quarter | 189 | May 4, 2026 |
| 2593 | SoftVest Advisors, LLC | US$872.08M | No filing last quarter | 5 | May 15, 2026 |
| 2594 | Private Capital Advisors, Inc. | US$872.03M | No filing last quarter | 73 | May 12, 2026 |
| 2595 | Fund 1 Investments, LLC | US$872.03M | No filing last quarter | 66 | May 15, 2026 |
| 2596 | Boulay Financial Advisors, LLC | US$871.32M | No filing last quarter | 5 | May 13, 2026 |
| 2597 | TWIN FOCUS CAPITAL PARTNERS, LLC | US$870.88M | No filing last quarter | 173 | May 14, 2026 |
| 2598 | Wallace Capital Management Inc. | US$870.84M | No filing last quarter | 75 | May 15, 2026 |
| 2599 | River Wealth Advisors LLC | US$870.76M | No filing last quarter | 205 | May 13, 2026 |
| 2600 | Pacific Life Fund Advisors LLC | US$870.52M | No filing last quarter | 21 | May 1, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.