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 |
|---|---|---|---|---|---|
| 2701 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | US$818.28M | No filing last quarter | 489 | May 5, 2026 |
| 2702 | Capital Investment Counsel, Inc | US$816.12M | No filing last quarter | 249 | April 21, 2026 |
| 2703 | Kera Capital Partners, Inc. | US$814.73M | No filing last quarter | 570 | May 6, 2026 |
| 2704 | Stanley-Laman Group, Ltd. | US$814.45M | No filing last quarter | 295 | April 16, 2026 |
| 2705 | VICTORY FINANCIAL GROUP, LLC | US$814.22M | No filing last quarter | 348 | April 27, 2026 |
| 2706 | RTD Financial Advisors, Inc. | US$813.72M | No filing last quarter | 114 | April 13, 2026 |
| 2707 | ADVISORY RESEARCH INC | US$813.48M | No filing last quarter | 170 | May 14, 2026 |
| 2708 | TFC Financial Management, Inc. | US$811.64M | No filing last quarter | 998 | April 23, 2026 |
| 2709 | United Advisor Group, LLC | US$811.34M | No filing last quarter | 508 | April 17, 2026 |
| 2710 | Portfolio Strategies, Inc. | US$811.09M | No filing last quarter | 75 | May 5, 2026 |
| 2711 | Rhenman & Partners Asset Management AB | US$810.49M | No filing last quarter | 86 | May 14, 2026 |
| 2712 | BAXTER BROS INC | US$810.11M | No filing last quarter | 166 | April 28, 2026 |
| 2713 | SUMMIT SECURITIES GROUP LLC | US$809.91M | No filing last quarter | 1,015 | April 30, 2026 |
| 2714 | Brookwood Investment Group LLC | US$809.91M | No filing last quarter | 562 | May 4, 2026 |
| 2715 | Buck Wealth Strategies, LLC | US$809.84M | No filing last quarter | 166 | May 8, 2026 |
| 2716 | Impact Partnership Wealth, LLC | US$809.68M | No filing last quarter | 365 | April 23, 2026 |
| 2717 | ASHFORD CAPITAL MANAGEMENT INC | US$809.2M | No filing last quarter | 99 | May 15, 2026 |
| 2718 | B&D White Capital Company, LLC | US$808.79M | No filing last quarter | 74 | May 13, 2026 |
| 2719 | Pathway Financial Advisors LLC | US$808.29M | No filing last quarter | 136 | April 8, 2026 |
| 2720 | Emerald Advisors, LLC | US$807.58M | No filing last quarter | 125 | April 24, 2026 |
| 2721 | Dorsey Wright & Associates | US$806.96M | No filing last quarter | 158 | May 6, 2026 |
| 2722 | Strid Group, LLC | US$806.89M | No filing last quarter | 85 | April 29, 2026 |
| 2723 | Johnson Bixby & Associates, LLC | US$806.49M | No filing last quarter | 127 | April 16, 2026 |
| 2724 | BRIGADE CAPITAL MANAGEMENT, LP | US$805.83M | No filing last quarter | 23 | May 15, 2026 |
| 2725 | Flaharty Asset Management, LLC | US$805.53M | No filing last quarter | 133 | May 5, 2026 |
| 2726 | OARSMAN CAPITAL, INC. | US$805.53M | No filing last quarter | 239 | April 28, 2026 |
| 2727 | Redwood Investment Management, LLC | US$805.25MFiled in thousands, converted | −US$84.59M−9.51% | 265 | June 24, 2026 |
| 2728 | Glendon Capital Management LP | US$805.2M | No filing last quarter | 25 | May 11, 2026 |
| 2729 | CVFG LLC | US$804.35M | No filing last quarter | 239 | April 29, 2026 |
| 2730 | Ally Financial Inc. | US$803.75M | No filing last quarter | 125 | May 12, 2026 |
| 2731 | LaFleur & Godfrey LLC | US$803.24M | No filing last quarter | 141 | May 4, 2026 |
| 2732 | INSPIRION WEALTH ADVISORS, LLC | US$803.17M | No filing last quarter | 181 | April 8, 2026 |
| 2733 | One Wealth Advisors, LLC | US$803.05M | No filing last quarter | 304 | April 21, 2026 |
| 2734 | FINANCIAL CONSULATE, INC | US$802.59M | No filing last quarter | 1,402 | April 21, 2026 |
| 2735 | Ulysses Management LLC | US$802.2M | No filing last quarter | 35 | May 15, 2026 |
| 2736 | 1834 INVESTMENT ADVISORS CO | US$801.3M | No filing last quarter | 206 | May 14, 2026 |
| 2737 | ACK Asset Management LLC | US$801.14M | No filing last quarter | 20 | May 15, 2026 |
| 2738 | LIBERTY WEALTH MANAGEMENT LLC | US$801.07M | No filing last quarter | 269 | May 12, 2026 |
| 2739 | INFINITUM ASSET MANAGEMENT, LLC | US$800.74M | No filing last quarter | 22 | May 15, 2026 |
| 2740 | Naviter Wealth, LLC | US$800.61M | No filing last quarter | 271 | April 10, 2026 |
| 2741 | Cynosure Group, LLC | US$800.29M | No filing last quarter | 292 | May 14, 2026 |
| 2742 | CITY HOLDING CO | US$799.76M | No filing last quarter | 609 | April 15, 2026 |
| 2743 | King Wealth Management Group | US$799.72MFiled in thousands, converted | No filing last quarter | 158 | May 4, 2026 |
| 2744 | Hound Partners, LLC | US$799.42M | No filing last quarter | 35 | May 15, 2026 |
| 2745 | Financial Enhancement Group LLC | US$798.73M | No filing last quarter | 130 | April 20, 2026 |
| 2746 | Geometric Wealth Advisors | US$798.64M | No filing last quarter | 85 | May 13, 2026 |
| 2747 | KAVAR CAPITAL PARTNERS GROUP, LLC | US$798.42M | No filing last quarter | 213 | April 16, 2026 |
| 2748 | CenterStar Asset Management, LLC | US$797.49M | No filing last quarter | 464 | May 1, 2026 |
| 2749 | Ashe Capital Management, LP | US$797.37M | No filing last quarter | 7 | May 15, 2026 |
| 2750 | Rovida Investment Management Ltd | US$797.35M | No filing last quarter | 17 | May 19, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.