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 |
|---|---|---|---|---|---|
| 2801 | Cardinal Capital Management | US$775.63M | No filing last quarter | 136 | April 8, 2026 |
| 2802 | WoodTrust Financial Corp | US$774.8MFiled in thousands, converted | No filing last quarter | 238 | May 6, 2026 |
| 2803 | PLANNING ALTERNATIVES LTD /ADV | US$774.75M | No filing last quarter | 111 | May 7, 2026 |
| 2804 | Gilbert & Cook, Inc. | US$774.22M | No filing last quarter | 221 | May 5, 2026 |
| 2805 | Bernicke Wealth Management, Ltd. | US$774.06M | −US$4.47M−0.57% | 103 | August 11, 2026 |
| 2806 | KFG WEALTH MANAGEMENT, LLC | US$773.7M | No filing last quarter | 216 | April 20, 2026 |
| 2807 | SYLEBRA CAPITAL LLC | US$773.7M | No filing last quarter | 11 | May 18, 2026 |
| 2808 | THOMPSON INVESTMENT MANAGEMENT, INC. | US$773.48M | No filing last quarter | 501 | April 8, 2026 |
| 2809 | VALLEY NATIONAL ADVISERS INC | US$772.84MFiled in thousands, converted | No filing last quarter | 982 | April 15, 2026 |
| 2810 | PILGRIM GLOBAL ADVISORS LLC | US$772.37M | No filing last quarter | 3 | May 15, 2026 |
| 2811 | D'Orazio & Associates, Inc. | US$772.13M | No filing last quarter | 299 | May 7, 2026 |
| 2812 | CANYON CAPITAL ADVISORS LLC | US$772.04M | No filing last quarter | 19 | May 15, 2026 |
| 2813 | Orange Investment Advisors, Inc. | US$771.51M | No filing last quarter | 145 | April 22, 2026 |
| 2814 | LexAurum Advisors, LLC | US$771.15M | No filing last quarter | 400 | April 13, 2026 |
| 2815 | CULBERTSON A N & CO INC | US$770.87M | No filing last quarter | 132 | May 12, 2026 |
| 2816 | Concord Wealth Partners | US$770.5M | No filing last quarter | 207 | May 1, 2026 |
| 2817 | Wahed Invest LLC | US$770.35M | No filing last quarter | 225 | May 13, 2026 |
| 2818 | CRA Financial Services, LLC | US$770.1M | No filing last quarter | 296 | April 9, 2026 |
| 2819 | Slow Capital, Inc. | US$770M | No filing last quarter | 104 | April 24, 2026 |
| 2820 | Revolve Wealth Partners, LLC | US$769.86M | No filing last quarter | 230 | April 13, 2026 |
| 2821 | Arbor Investment Advisors, LLC | US$768.24M | No filing last quarter | 114 | April 28, 2026 |
| 2822 | Premier Path Wealth Partners, LLC | US$767.38M | No filing last quarter | 398 | April 23, 2026 |
| 2823 | Brio Consultants, LLC | US$767.06M | No filing last quarter | 144 | May 6, 2026 |
| 2824 | FIDUCIENT ADVISORS LLC | US$764.99M | No filing last quarter | 139 | May 11, 2026 |
| 2825 | Capital Advantage, Inc. | US$764.98M | No filing last quarter | 145 | April 13, 2026 |
| 2826 | Camrose Capital Investment Partners LLP | US$764.2M | No filing last quarter | 10 | May 14, 2026 |
| 2827 | Fortis Capital Advisors, LLC | US$763.44M | No filing last quarter | 371 | April 28, 2026 |
| 2828 | Skylands Capital, LLC | US$763.03M | No filing last quarter | 155 | April 22, 2026 |
| 2829 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | US$762.91M | No filing last quarter | 214 | May 4, 2026 |
| 2830 | Think Investments LP | US$762.45M | No filing last quarter | 31 | May 15, 2026 |
| 2831 | Freedom Together Foundation | US$762.21M | No filing last quarter | 2 | May 8, 2026 |
| 2832 | Gibbs Wealth Management | US$761.99M | No filing last quarter | 433 | May 13, 2026 |
| 2833 | Boxer Capital Management, LLC | US$761.65M | No filing last quarter | 54 | May 15, 2026 |
| 2834 | Cannon Financial Strategists, Inc. | US$760.79M | No filing last quarter | 109 | May 12, 2026 |
| 2835 | Opaleye Management Inc. | US$759.22M | +US$1.33M+0.18% | 54 | May 15, 2026 |
| 2836 | Sargent Investment Group, LLC | US$759.17M | No filing last quarter | 271 | May 11, 2026 |
| 2837 | Walkner Condon Financial Advisors LLC | US$758.67M | No filing last quarter | 322 | April 28, 2026 |
| 2838 | CULLEN INVESTMENT GROUP, LTD. | US$757.59M | No filing last quarter | 179 | April 9, 2026 |
| 2839 | Integrity Advisory Solutions, LLC | US$757.07M | No filing last quarter | 293 | May 11, 2026 |
| 2840 | Tennessee Valley Asset Management Partners | US$757.07M | No filing last quarter | 191 | April 27, 2026 |
| 2841 | Ranmore Fund Management Ltd | US$756.97M | No filing last quarter | 20 | May 11, 2026 |
| 2842 | Meridian Wealth Advisors, LLC | US$756.37M | No filing last quarter | 202 | May 11, 2026 |
| 2843 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | US$755.87MFiled in thousands, converted | No filing last quarter | 274 | April 27, 2026 |
| 2844 | McGlone Suttner Wealth Management, Inc. | US$755.16M | No filing last quarter | 189 | April 21, 2026 |
| 2845 | Symphony Financial, Ltd. Co. | US$755.03M | No filing last quarter | 315 | May 1, 2026 |
| 2846 | JOHN G ULLMAN & ASSOCIATES INC | US$754.29M | No filing last quarter | 174 | May 6, 2026 |
| 2847 | HMI Capital Management, L.P. | US$754.26M | No filing last quarter | 11 | May 15, 2026 |
| 2848 | FIDUCIARY FINANCIAL GROUP, LLC | US$754.15M | No filing last quarter | 345 | April 13, 2026 |
| 2849 | Front Street Capital Management, Inc. | US$753.92MFiled in thousands, converted | No filing last quarter | 73 | May 21, 2026 |
| 2850 | Polianta Ltd | US$753.5MFiled in thousands, converted | No filing last quarter | 88 | April 16, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.