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 |
|---|---|---|---|---|---|
| 2651 | PARTHENON LLC | US$961.95M | +US$87.24M+9.97% | 133 | July 23, 2026 |
| 2652 | ARDSLEY ADVISORY PARTNERS LP | US$960.21M | +US$175.85M+22.42% | 145 | July 13, 2026 |
| 2653 | Ramirez Asset Management, Inc. | US$959.86M | +US$128.13M+15.41% | 360 | August 13, 2026 |
| 2654 | BURNS J W & CO INC/NY | US$959.47M | +US$86.7M+9.93% | 189 | July 15, 2026 |
| 2655 | Wahed Invest LLC | US$958.12M | +US$187.77M+24.38% | 227 | August 11, 2026 |
| 2656 | Buck Wealth Strategies, LLC | US$956.15M | +US$146.31M+18.07% | 1,170 | July 30, 2026 |
| 2657 | River Wealth Advisors LLC | US$955.73M | +US$84.98M+9.76% | 217 | August 4, 2026 |
| 2658 | Lifeworks Advisors, LLC | US$955.04M | +US$175.65M+22.54% | 337 | August 14, 2026 |
| 2659 | VICTORY FINANCIAL GROUP, LLC | US$952.92M | +US$138.7M+17.04% | 399 | July 29, 2026 |
| 2660 | Claro Advisors Inc. | US$952.81M | +US$122.69M+14.78% | 533 | July 30, 2026 |
| 2661 | Night Owl Capital Management, LLC | US$952.81M | +US$94.77M+11.05% | 30 | August 14, 2026 |
| 2662 | CVFG LLC | US$952.1M | +US$147.75M+18.37% | 250 | August 11, 2026 |
| 2663 | Elyxium Wealth, LLC | US$952.1M | +US$640.27M+205.33% | 1,014 | August 3, 2026 |
| 2664 | MAKENA CAPITAL MANAGEMENT LLC | US$951.85M | +US$85.77M+9.90% | 26 | August 10, 2026 |
| 2665 | Abacus Wealth Partners, LLC | US$951.58M | −US$143.72M−13.12% | 322 | July 22, 2026 |
| 2666 | L. Roy Papp & Associates, LLP | US$951.38M | +US$83.97M+9.68% | 193 | July 23, 2026 |
| 2667 | GRIFFIN ASSET MANAGEMENT, INC. | US$948.9M | +US$62.3M+7.03% | 245 | July 23, 2026 |
| 2668 | Diametric Capital, LP | US$948.46M | +US$563.66M+146.48% | 474 | August 14, 2026 |
| 2669 | TOTAL INVESTMENT MANAGEMENT INC | US$948.45M | +US$90.65M+10.57% | 89 | August 3, 2026 |
| 2670 | Asset One Wealth Management LLC | US$947.66M | +US$43.83M+4.85% | 347 | August 13, 2026 |
| 2671 | United Advisor Group, LLC | US$947.65M | +US$136.31M+16.80% | 544 | July 29, 2026 |
| 2672 | WENDELL DAVID ASSOCIATES INC | US$946.67MFiled in thousands, converted | +US$27.78M+3.02% | 155 | July 27, 2026 |
| 2673 | OARSMAN CAPITAL, INC. | US$944.84M | +US$139.31M+17.29% | 244 | August 7, 2026 |
| 2674 | SYLEBRA CAPITAL LLC | US$944.54M | +US$170.84M+22.08% | 9 | August 14, 2026 |
| 2675 | Old West Investment Management, LLC | US$944.17M | +US$21.61M+2.34% | 124 | August 6, 2026 |
| 2676 | Headlands Technologies LLC | US$942.51M | +US$64.59M+7.36% | 695 | August 13, 2026 |
| 2677 | Condire Management, LP | US$942.33M | −US$92.39M−8.93% | 21 | August 20, 2026 |
| 2678 | Allegheny Financial Group | US$941.96M | +US$200.13M+26.98% | 305 | July 22, 2026 |
| 2679 | MIDDLETON & CO INC/MA | US$941.91M | +US$65.05M+7.42% | 170 | August 10, 2026 |
| 2680 | Wealth High Governance Asset Management Ltda. | US$939.51M | +US$298.52M+46.57% | 50 | August 12, 2026 |
| 2681 | FSM Wealth Advisors, LLC | US$939M | +US$160.68M+20.64% | 352 | July 15, 2026 |
| 2682 | PINNBROOK CAPITAL MANAGEMENT LP | US$938.14M | +US$554.24M+144.37% | 103 | August 12, 2026 |
| 2683 | Archon Partners LLC | US$936.83M | +US$91.8M+10.86% | 37 | August 6, 2026 |
| 2684 | High Probability Advisors, LLC | US$935.03M | +US$153.64M+19.66% | 75 | July 13, 2026 |
| 2685 | SCOGGIN MANAGEMENT LP | US$934.78M | −US$103.27M−9.95% | 69 | August 14, 2026 |
| 2686 | First Turn Management, LLC | US$934.72M | +US$39.62M+4.43% | 31 | August 14, 2026 |
| 2687 | ASHFORD CAPITAL MANAGEMENT INC | US$932.62M | +US$123.42M+15.25% | 108 | August 21, 2026 |
| 2688 | PLANNING ALTERNATIVES LTD /ADV | US$932.58M | +US$157.83M+20.37% | 129 | August 12, 2026 |
| 2689 | SYCOMORE ASSET MANAGEMENT | US$931.63MFiled in thousands, converted | +US$213.64M+29.75% | 73 | July 16, 2026 |
| 2690 | Ashe Capital Management, LP | US$931.46M | +US$134.09M+16.82% | 7 | August 14, 2026 |
| 2691 | Artal Group S.A. | US$931.12M | −US$79.46M−7.86% | 2 | August 13, 2026 |
| 2692 | Bronte Capital Management Pty Ltd. | US$931.07M | −US$78.75M−7.80% | 58 | August 5, 2026 |
| 2693 | Night Squared LP | US$930.41M | +US$249.74M+36.69% | 69 | August 14, 2026 |
| 2694 | Capital Investment Counsel, Inc | US$929.31M | +US$113.2M+13.87% | 266 | July 27, 2026 |
| 2695 | Claret Asset Management Corp | US$928.29MFiled in thousands, converted | +US$91.13M+10.89% | 498 | July 27, 2026 |
| 2696 | Ikarian Capital, LLC | US$928.17M | −US$303.51M−24.64% | 156 | August 14, 2026 |
| 2697 | Fort Sheridan Advisors LLC | US$927.92M | +US$100.29M+12.12% | 299 | August 5, 2026 |
| 2698 | REDWOOD CAPITAL MANAGEMENT, LLC | US$927.44M | +US$253.24M+37.56% | 25 | August 14, 2026 |
| 2699 | Arista Wealth Management, LLC | US$926.66M | +US$105.11M+12.79% | 266 | July 9, 2026 |
| 2700 | Community Bank, N.A. | US$926.3M | +US$86.19M+10.26% | 726 | August 13, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.