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 |
|---|---|---|---|---|---|
| 2751 | Barton Investment Management | US$797.33M | No filing last quarter | 54 | April 20, 2026 |
| 2752 | ASHTON THOMAS SECURITIES, LLC | US$797.26M | No filing last quarter | 444 | May 18, 2026 |
| 2753 | Arkos Global Advisors | US$796.82MFiled in thousands, converted | No filing last quarter | 200 | May 13, 2026 |
| 2754 | Atika Capital Management LLC | US$796.37M | No filing last quarter | 180 | May 14, 2026 |
| 2755 | Legacy Financial Group LLC | US$795.08M | No filing last quarter | 121 | May 4, 2026 |
| 2756 | L & S Advisors Inc | US$794.87M | No filing last quarter | 233 | May 11, 2026 |
| 2757 | Curated Wealth Partners LLC | US$793.61M | No filing last quarter | 572 | April 9, 2026 |
| 2758 | Soundwatch Capital LLC | US$793.23M | No filing last quarter | 47 | May 5, 2026 |
| 2759 | Vision Capital Management, Inc. | US$791.87M | No filing last quarter | 167 | April 24, 2026 |
| 2760 | Aperture Investors, LLC | US$791.34M | No filing last quarter | 88 | May 15, 2026 |
| 2761 | Murchinson Ltd. | US$791.1M | No filing last quarter | 95 | May 15, 2026 |
| 2762 | Parkway Wealth Management Group, LLC | US$790.53M | No filing last quarter | 137 | April 20, 2026 |
| 2763 | Alpha Wave Global, LP | US$790.52M | No filing last quarter | 20 | May 14, 2026 |
| 2764 | Atlas Venture Life Science Advisors, LLC | US$790.03M | No filing last quarter | 6 | May 14, 2026 |
| 2765 | Avenir Tech Ltd | US$789.52M | No filing last quarter | 23 | May 15, 2026 |
| 2766 | Independence Bank of Kentucky | US$789.36M | No filing last quarter | 623 | April 30, 2026 |
| 2767 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | US$789.35M | No filing last quarter | 85 | May 13, 2026 |
| 2768 | V3 Holding Ltd | US$789.15M | No filing last quarter | 2 | May 13, 2026 |
| 2769 | Strategic Wealth Investment Group, LLC | US$788.06M | No filing last quarter | 94 | May 11, 2026 |
| 2770 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | US$787.98M | No filing last quarter | 47 | May 14, 2026 |
| 2771 | Fideuram Asset Management (Ireland) dac | US$786.67M | No filing last quarter | 445 | May 11, 2026 |
| 2772 | Greenland Capital Management LP | US$786.62M | No filing last quarter | 278 | May 15, 2026 |
| 2773 | Roble, Belko & Company, Inc | US$786.52MFiled in thousands, converted | No filing last quarter | 487 | April 16, 2026 |
| 2774 | NEW ENGLAND ASSET MANAGEMENT INC | US$786.21M | No filing last quarter | 104 | May 15, 2026 |
| 2775 | JT Stratford LLC | US$785.56M | No filing last quarter | 297 | May 15, 2026 |
| 2776 | LAKE STREET PRIVATE WEALTH, LLC | US$785.43M | No filing last quarter | 270 | April 13, 2026 |
| 2777 | McGowan Group Asset Management, Inc. | US$785.31M | No filing last quarter | 154 | May 11, 2026 |
| 2778 | Sciencast Management LP | US$785.12M | No filing last quarter | 243 | May 14, 2026 |
| 2779 | ARDSLEY ADVISORY PARTNERS LP | US$784.36M | No filing last quarter | 151 | May 15, 2026 |
| 2780 | Central Pacific Bank - Trust Division | US$783.64M | No filing last quarter | 970 | April 8, 2026 |
| 2781 | Nellore Capital Management LLC | US$782.64M | No filing last quarter | 11 | May 15, 2026 |
| 2782 | McMillan Office, Inc. | US$781.64M | No filing last quarter | 500 | April 23, 2026 |
| 2783 | Titan Investment Solutions Ltd | US$781.46M | No filing last quarter | 68 | May 12, 2026 |
| 2784 | Quantum Capital Management, LLC / NJ | US$781.45M | No filing last quarter | 34 | May 13, 2026 |
| 2785 | High Probability Advisors, LLC | US$781.39M | No filing last quarter | 67 | April 13, 2026 |
| 2786 | Technology Crossover Management X, Ltd. | US$781.28M | No filing last quarter | 6 | May 8, 2026 |
| 2787 | RH Tailwind Management, LLC | US$781.18M | No filing last quarter | 57 | May 15, 2026 |
| 2788 | HRTG GPE, LLC | US$781.03M | No filing last quarter | 3 | May 15, 2026 |
| 2789 | UNITED BANK | US$780.81M | No filing last quarter | 239 | May 11, 2026 |
| 2790 | Biondo Investment Advisors, LLC | US$779.85M | No filing last quarter | 82 | May 14, 2026 |
| 2791 | Lifeworks Advisors, LLC | US$779.39M | No filing last quarter | 297 | May 4, 2026 |
| 2792 | FSM Wealth Advisors, LLC | US$778.32M | No filing last quarter | 318 | April 27, 2026 |
| 2793 | TCP Asset Management, LLC | US$778.01M | No filing last quarter | 133 | April 10, 2026 |
| 2794 | AXQ CAPITAL, LP | US$777.05M | No filing last quarter | 973 | May 13, 2026 |
| 2795 | NOTTINGHAM ADVISORS, INC. | US$776.94M | No filing last quarter | 112 | April 17, 2026 |
| 2796 | First Pacific Financial | US$776.53M | No filing last quarter | 663 | April 23, 2026 |
| 2797 | BlueSky Wealth Advisors, LLC | US$776.52M | No filing last quarter | 115 | April 16, 2026 |
| 2798 | Permanens Capital L.P. | US$776.25M | No filing last quarter | 88 | May 15, 2026 |
| 2799 | TWIN CAPITAL MANAGEMENT INC | US$775.7M | No filing last quarter | 271 | May 5, 2026 |
| 2800 | BRANT POINT INVESTMENT MANAGEMENT LLC | US$775.69M | No filing last quarter | 157 | May 14, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.