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 |
|---|---|---|---|---|---|
| 2701 | ABC ARBITRAGE SA | US$926.06M | +US$173.14M+23.00% | 381 | July 20, 2026 |
| 2702 | MBB PUBLIC MARKETS I LLC | US$926.04M | +US$86.65M+10.32% | 26 | August 14, 2026 |
| 2703 | BARLOW WEALTH PARTNERS, LLC | US$925.54M | +US$25.54M+2.84% | 149 | July 14, 2026 |
| 2704 | Roble, Belko & Company, Inc | US$925.29MFiled in thousands, converted | +US$138.77M+17.64% | 486 | July 24, 2026 |
| 2705 | SILVERBACK ASSET MANAGEMENT LLC | US$924.76M | +US$225.91M+32.33% | 68 | August 13, 2026 |
| 2706 | Geometric Wealth Advisors | US$924.51M | +US$125.87M+15.76% | 94 | August 11, 2026 |
| 2707 | Maridea Wealth Management LLC | US$924.11M | +US$236.56M+34.41% | 547 | August 6, 2026 |
| 2708 | James J. Burns & Company, LLC | US$923.53M | +US$186.49M+25.30% | 163 | August 6, 2026 |
| 2709 | Alaska Wealth Advisors, LLC | US$923.23M | +US$90.41M+10.86% | 90 | August 11, 2026 |
| 2710 | Delta Global Management LP | US$921.72M | −US$299.9M−24.55% | 149 | August 13, 2026 |
| 2711 | SoftVest Advisors, LLC | US$921.06M | +US$48.99M+5.62% | 9 | August 14, 2026 |
| 2712 | AXQ CAPITAL, LP | US$919.69M | +US$142.63M+18.36% | 960 | August 6, 2026 |
| 2713 | Violich Capital Management, Inc. | US$919.35M | +US$63.9M+7.47% | 122 | July 16, 2026 |
| 2714 | TFO Wealth Partners, LLC | US$919.27M | +US$183.89M+25.01% | 65 | August 10, 2026 |
| 2715 | SJS Investment Consulting Inc. | US$918.73M | +US$100.09M+12.23% | 3,488 | July 22, 2026 |
| 2716 | STRATEGIC PLANNING GROUP, LLC | US$917.97M | +US$202.62M+28.32% | 75 | July 16, 2026 |
| 2717 | Beau Ventures, LLc | US$917.84M | +US$171.39M+22.96% | 22 | October 14, 2026 |
| 2718 | HARVEY INVESTMENT CO LLC | US$917.83MFiled in thousands, converted | +US$8.34M+0.92% | 100 | July 22, 2026 |
| 2719 | Quantitative Investment Management, LLC | US$917.44MFiled in thousands, converted | −US$45.1M−4.69% | 346 | August 14, 2026 |
| 2720 | Avalon Global Asset Management LLC | US$917.03MFiled in thousands, converted | +US$193.36M+26.72% | 38 | August 13, 2026 |
| 2721 | RTD Financial Advisors, Inc. | US$916.93M | +US$103.21M+12.68% | 120 | July 13, 2026 |
| 2722 | TWIN CAPITAL MANAGEMENT INC | US$916.4M | +US$140.7M+18.14% | 269 | August 6, 2026 |
| 2723 | De Lisle Partners LLP | US$916.21M | +US$80.27M+9.60% | 178 | August 12, 2026 |
| 2724 | Greenvale Capital LLP | US$915.64M | +US$3.44M+0.38% | 11 | August 14, 2026 |
| 2725 | Agave Capital Management Ltd | US$914.81M | +US$293.16M+47.16% | 12 | August 12, 2026 |
| 2726 | King Wealth Management Group | US$914.31MFiled in thousands, converted | +US$114.59M+14.33% | 176 | August 5, 2026 |
| 2727 | Symphony Financial, Ltd. Co. | US$914.26M | +US$159.23M+21.09% | 371 | August 4, 2026 |
| 2728 | MJP ASSOCIATES INC /ADV | US$914.22M | +US$90.56M+11.00% | 233 | August 11, 2026 |
| 2729 | ATLAS CAPITAL ADVISORS INC. | US$914.08M | +US$39.24M+4.49% | 1,054 | August 13, 2026 |
| 2730 | ICICI Prudential Asset Management Co Ltd | US$913.18M | +US$80.63M+9.68% | 157 | August 6, 2026 |
| 2731 | Pitcairn Wealth Advisors LLC | US$912.89M | −US$173.63M−15.98% | 281 | August 10, 2026 |
| 2732 | Wallace Capital Management Inc. | US$912.14M | +US$41.3M+4.74% | 77 | August 14, 2026 |
| 2733 | Castellan Group | US$912.09M | +US$186.41M+25.69% | 41 | July 23, 2026 |
| 2734 | JT Stratford LLC | US$912M | +US$126.44M+16.10% | 321 | August 14, 2026 |
| 2735 | LIBERTY WEALTH MANAGEMENT LLC | US$911.67M | +US$110.6M+13.81% | 300 | August 6, 2026 |
| 2736 | Nelson Capital Management, LLC | US$911.58M | +US$92.36M+11.27% | 120 | July 24, 2026 |
| 2737 | Permian Investment Partners, LP | US$911.48M | +US$6.62M+0.73% | 13 | August 14, 2026 |
| 2738 | Pacific Life Fund Advisors LLC | US$909.64M | +US$39.12M+4.49% | 27 | August 4, 2026 |
| 2739 | FORM Wealth Advisors, LLC | US$909.31M | +US$55.72M+6.53% | 61 | July 10, 2026 |
| 2740 | Tennessee Valley Asset Management Partners | US$906.51M | +US$149.43M+19.74% | 207 | August 10, 2026 |
| 2741 | GREATMARK INVESTMENT PARTNERS, INC. | US$906.5M | +US$52.9M+6.20% | 153 | July 24, 2026 |
| 2742 | Oak Root LLC | US$906.27M | +US$86.22M+10.51% | 10 | July 13, 2026 |
| 2743 | Manchester Global Management (UK) Ltd | US$906.03M | +US$156.91M+20.95% | 23 | August 14, 2026 |
| 2744 | One Wealth Advisors, LLC | US$905.74M | +US$102.69M+12.79% | 326 | August 6, 2026 |
| 2745 | SeaCrest Wealth Management, LLC | US$903.42M | −US$31.59M−3.38% | 550 | July 9, 2026 |
| 2746 | Ranmore Fund Management Ltd | US$903.02M | +US$146.04M+19.29% | 23 | July 31, 2026 |
| 2747 | LIGHT STREET CAPITAL MANAGEMENT, LLC | US$902.84M | +US$368.61M+69.00% | 28 | August 14, 2026 |
| 2748 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | US$902.79M | +US$84.51M+10.33% | 493 | July 9, 2026 |
| 2749 | TFC Financial Management, Inc. | US$902.26M | +US$90.62M+11.17% | 1,034 | July 23, 2026 |
| 2750 | Parkside Investments, LLC | US$902.19M | +US$79.07M+9.61% | 91 | July 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.