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 |
|---|---|---|---|---|---|
| 2751 | Soundwatch Capital LLC | US$901.05M | +US$107.82M+13.59% | 53 | August 13, 2026 |
| 2752 | Strid Group, LLC | US$900.75M | +US$93.86M+11.63% | 93 | July 23, 2026 |
| 2753 | Nellore Capital Management LLC | US$900.71M | +US$118.07M+15.09% | 10 | August 14, 2026 |
| 2754 | MayTech Global Investments, LLC | US$900.19M | +US$80.36M+9.80% | 22 | July 29, 2026 |
| 2755 | Wealth Enhancement Trust Services, Inc. | US$900.11M | +US$73.63M+8.91% | 1,903 | July 22, 2026 |
| 2756 | Blueprint Financial Advisors LLC | US$900.05M | +US$225.13M+33.36% | 131 | August 14, 2026 |
| 2757 | North Peak Capital Management, LLC | US$899.99M | +US$298.64M+49.66% | 8 | August 14, 2026 |
| 2758 | VALLEY NATIONAL ADVISERS INC | US$899.76M | +US$126.92M+16.42% | 1,057 | July 29, 2026 |
| 2759 | BSW Wealth Partners | US$899.23M | +US$79.79M+9.74% | 331 | July 15, 2026 |
| 2760 | FINANCIAL CONSULATE, INC | US$898.55M | +US$95.96M+11.96% | 1,449 | July 23, 2026 |
| 2761 | SPX Gestao de Recursos Ltda | US$897.97M | −US$306.35M−25.44% | 88 | August 19, 2026 |
| 2762 | Johnson Bixby & Associates, LLC | US$895.82M | +US$89.33M+11.08% | 131 | July 16, 2026 |
| 2763 | SIERRA SUMMIT ADVISORS LLC | US$895.43M | +US$207.31M+30.13% | 185 | July 20, 2026 |
| 2764 | Clayton, Dubilier & Rice, LLC | US$894.97M | +US$358.48M+66.82% | 2 | July 29, 2026 |
| 2765 | Fortis Capital Management LLC | US$893.98M | −US$82.96M−8.49% | 242 | August 13, 2026 |
| 2766 | Titan Investment Solutions Ltd | US$893.66M | +US$112.2M+14.36% | 74 | August 13, 2026 |
| 2767 | Warwick Investment Management, Inc. | US$891.08M | +US$201.03M+29.13% | 150 | July 31, 2026 |
| 2768 | Fortis Capital Advisors, LLC | US$889.4M | +US$125.96M+16.50% | 408 | July 31, 2026 |
| 2769 | Discerene Group LP | US$889.14M | −US$57.27M−6.05% | 12 | August 14, 2026 |
| 2770 | Philip James Wealth Mangement, LLC | US$888.38M | +US$18.73M+2.15% | 151 | July 27, 2026 |
| 2771 | Legacy Financial Group LLC | US$888.21M | +US$93.13M+11.71% | 133 | August 5, 2026 |
| 2772 | Brookwood Investment Group LLC | US$887.62M | +US$77.71M+9.59% | 589 | July 23, 2026 |
| 2773 | Independence Bank of Kentucky | US$887.57M | +US$98.21M+12.44% | 589 | July 13, 2026 |
| 2774 | KFG WEALTH MANAGEMENT, LLC | US$885.94M | +US$112.24M+14.51% | 225 | July 22, 2026 |
| 2775 | Camrose Capital Investment Partners LLP | US$885.09M | +US$120.9M+15.82% | 10 | August 14, 2026 |
| 2776 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | US$884.6M | +US$47.26M+5.64% | 50 | August 14, 2026 |
| 2777 | CITY HOLDING CO | US$884.45M | +US$84.69M+10.59% | 625 | July 10, 2026 |
| 2778 | Arbor Investment Advisors, LLC | US$883.47M | +US$115.23M+15.00% | 145 | July 24, 2026 |
| 2779 | CALEDONIA INVESTMENTS PLC | US$883.26M | +US$27.32M+3.19% | 15 | July 17, 2026 |
| 2780 | 1834 INVESTMENT ADVISORS CO | US$882.59M | +US$81.29M+10.14% | 211 | July 30, 2026 |
| 2781 | FIDUCIARY FINANCIAL GROUP, LLC | US$882.39M | +US$128.24M+17.00% | 373 | July 10, 2026 |
| 2782 | TCP Asset Management, LLC | US$882.09M | +US$104.08M+13.38% | 141 | July 15, 2026 |
| 2783 | CANYON CAPITAL ADVISORS LLC | US$882.02M | +US$109.99M+14.25% | 22 | August 14, 2026 |
| 2784 | Adams Asset Advisors, LLC | US$881.77M | −US$9.68M−1.09% | 88 | July 14, 2026 |
| 2785 | Atlas Venture Life Science Advisors, LLC | US$881.29M | +US$91.26M+11.55% | 7 | August 13, 2026 |
| 2786 | Front Street Capital Management, Inc. | US$880.61M | +US$126.69M+16.80% | 70 | August 14, 2026 |
| 2787 | Meridian Wealth Advisors, LLC | US$880.02M | +US$123.66M+16.35% | 211 | August 14, 2026 |
| 2788 | Euro Pacific Asset Management, LLC | US$879.54MFiled in thousands, converted | −US$129.61M−12.84% | 96 | August 6, 2026 |
| 2789 | Foguth Wealth Management, LLC. | US$878.92M | +US$21.67M+2.53% | 213 | July 21, 2026 |
| 2790 | Cannon Financial Strategists, Inc. | US$878.51M | +US$117.72M+15.47% | 133 | August 7, 2026 |
| 2791 | ABSHER WEALTH MANAGEMENT, LLC | US$878.36M | +US$25.45M+2.98% | 73 | August 10, 2026 |
| 2792 | ECLECTIC ASSOCIATES INC /ADV | US$878.34M | +US$125.15M+16.62% | 162 | July 7, 2026 |
| 2793 | Vision Capital Management, Inc. | US$875.91M | +US$84.05M+10.61% | 176 | August 10, 2026 |
| 2794 | St. Louis Trust Co | US$875.42M | +US$18.92M+2.21% | 187 | July 30, 2026 |
| 2795 | MANAGED ASSET PORTFOLIOS, LLC | US$874.91M | +US$40.49M+4.85% | 51 | August 6, 2026 |
| 2796 | LAKE STREET PRIVATE WEALTH, LLC | US$874.33M | +US$88.9M+11.32% | 275 | August 10, 2026 |
| 2797 | INSPIRION WEALTH ADVISORS, LLC | US$873.52M | +US$70.35M+8.76% | 189 | July 7, 2026 |
| 2798 | Concord Wealth Partners | US$873.17M | +US$102.67M+13.32% | 885 | July 27, 2026 |
| 2799 | THOMPSON INVESTMENT MANAGEMENT, INC. | US$871.57M | +US$98.09M+12.68% | 511 | July 13, 2026 |
| 2800 | Compass Financial Group, INC/SD | US$871.53M | +US$156.75M+21.93% | 119 | August 5, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.