AiSiWhale

AI & tech investing

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.

RankInstitutionHoldings ↓Quarter change
2801Walkner Condon Financial Advisors LLCUS$871.43M+14.86%
2802Mint Tower Capital Management B.V.US$871.42MFiled in thousands, converted−21.98%
2803J.P. Marvel Investment Advisors, LLCUS$871.21M+23.55%
2804Scarborough Advisors, LLCUS$870.88M−4.67%
2805McMillan Office, Inc.US$870.85M+11.41%
2806SIR Capital Management, L.P.US$870.12M−18.76%
2807Premier Path Wealth Partners, LLCUS$869.57M+13.32%
2808Oslo Pensjonsforsikring ASUS$869.41M+35.30%
2809Gilbert & Cook, Inc.US$868.95M+12.24%
2810TRAN CAPITAL MANAGEMENT, L.P.US$868.69M+19.27%
2811NICOLA WEALTH MANAGEMENT LTD.US$868.42M+4.25%
2812HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLCUS$868.29MFiled in thousands, converted+14.87%
2813CRA Financial Services, LLCUS$867.6M+12.66%
2814Fractal Investments LLCUS$866.88M+2.59%
2815Freedom Together FoundationUS$866.86M+13.73%
2816LM Advisors LLCUS$866.37MFiled in thousands, converted+13596.17%
2817Parkway Wealth Management Group, LLCUS$866.08M+9.56%
2818LexAurum Advisors, LLCUS$865.79M+12.27%
2819Lynx1 Capital Management LPUS$865.53M+36.80%
2820Valliance Asset Management LtdUS$864.33M+608.98%
2821BAXTER BROS INCUS$864.32M+6.69%
2822D'Orazio & Associates, Inc.US$864.06M+11.91%
2823Berman McAleer LLCUS$863.66M+17.83%
2824NEW ENGLAND ASSET MANAGEMENT INCUS$863.39M+9.82%
2825BlueSky Wealth Advisors, LLCUS$863.33M+11.18%
2826Curated Wealth Partners LLCUS$863.29M+8.78%
2827UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COUS$863.06M+25.54%
2828Hound Partners, LLCUS$862.89M+7.94%
2829EQT Fund Management S.a r.l.US$862.62M−15.49%
2830Bernicke Wealth Management, Ltd.US$861.34M+11.28%
2831Ellenbecker Investment GroupUS$860.23M+15.79%
2832PSG Equity L.L.C.US$859.77M−11.99%
2833FOUNDATION RESOURCE MANAGEMENT INCUS$859.74M−3.24%
2834CULBERTSON A N & CO INCUS$858.69M+11.39%
2835Portside Wealth Group, LLCUS$858.28M+16.27%
2836UNIQUE WEALTH, LLCUS$858.1M+18.65%
2837Stokes Family Office, LLCUS$857.57M−11.50%
2838Pathway Financial Advisors LLCUS$857.31M+6.06%
2839MATTERN CAPITAL MANAGEMENT, LLCUS$856.75M+2.62%
2840Slow Capital, Inc.US$856.72M+11.26%
2841ACK Asset Management LLCUS$856.33M+6.89%
2842Alley Investment Management Company, LLCUS$855.96M+4.25%
2843QUEST INVESTMENT MANAGEMENT LLCUS$855.9M−0.10%
2844Evolution Wealth Advisors, LLCUS$854.95M−12.89%
2845Talon Private Wealth, LLCUS$854.91M+13.56%
2846Hikari Power LtdUS$854.52MFiled in thousands, converted−25.58%
2847DIMENSION CAPITAL MANAGEMENT LLCUS$853.51M+19.71%
2848Brio Consultants, LLCUS$853.4M+11.26%
2849FIFTHDELTA LtdUS$852.88M+17.67%
2850UNITED BANKUS$852.7M+9.21%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.