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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
2851Conversant Capital LLCUS$852.49M+14.41%
2852McGlone Suttner Wealth Management, Inc.US$852.42M+12.88%
2853Burton Enright WelchUS$851.52M+15.77%
2854Capital Advisors Wealth Management, LLCUS$851.44M+14.30%
2855Harbor Group, Inc.US$851.32M+22.94%
2856Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.US$849.27M+14.42%
2857Kimmeridge Energy Management Company, LLCUS$848.58M+183.43%
2858Ellevest, Inc.US$848.12M+17.94%
2859Apollon Financial, LLCUS$847.56M+17.21%
2860Think Investments LPUS$846.69M+11.05%
2861Peterson Wealth Advisors, LLCUS$846.14M+12.54%
2862Lineweaver Wealth Advisors, LLCUS$844.84M+13.93%
2863Arkos Global AdvisorsUS$844.5MFiled in thousands, converted+5.98%
2864Financial Enhancement Group LLCUS$844.35M+5.71%
2865PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCUS$844.13M+10.65%
2866Power Corp of CanadaUS$843.06M+13.11%
2867Kora Management LPUS$842.97M+20.16%
2868LaFleur & Godfrey LLCUS$842.12M+4.84%
2869WoodTrust Financial CorpUS$841.91MFiled in thousands, converted+8.66%
2870EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCUS$841.75MFiled in thousands, converted−0.40%
2871Range Advisory, LLCUS$839.82M+55.78%
2872First Pacific FinancialUS$839.27M+8.08%
2873Security National BankUS$837.91M+22.03%
2874VILLERE ST DENIS J & CO LLCUS$837.77M−7.63%
2875NOTTINGHAM ADVISORS, INC.US$837.57M+7.80%
2876Physician Wealth Advisors, Inc.US$837.38M+16.54%
2877PROFESSIONAL ADVISORY SERVICES INCUS$835.68MFiled in thousands, converted+15.36%
2878Glassman Wealth ServicesUS$834.64M+13.47%
2879Artemis Wealth Advisors, LLCUS$834.51M+26.01%
2880Breakwater Capital GroupUS$833.33M+11.59%
2881Blue Edge Capital, LLCUS$832.77M+10.60%
2882HHLR Advisors (Hillhouse)CardUS$832.07M−50.26%
2883ATMOS CAPITAL GESTAO DE RECURSOS LTDA.US$832.04M+16.58%
2884NOESIS CAPITAL MANGEMENT CORPUS$831.64M+22.95%
2885Sargent Investment Group, LLCUS$831.62M+9.54%
2886AA Financial Advisors, LLCUS$831.52M+17.13%
2887American Financial Advisors, LLCUS$831.06M+10.88%
2888COMPASS FINANCIAL MANAGEMENT LLCUS$828.98MNo filing last quarter
2889Sharkey, Howes & JaverUS$828.74M+11.64%
2890AdvisorShares Investments LLCUS$828.14M+50.93%
2891Gibbs Wealth ManagementUS$828.1M+8.68%
2892Benchstone Capital Management LPUS$827.79M−3.69%
2893ARVEST INVESTMENTS, INC.US$826.64M+12.72%
2894CULLEN INVESTMENT GROUP, LTD.US$826.54M+9.10%
2895Cardinal Capital ManagementUS$826.31M+6.53%
2896Meridian Wealth Partners, LLCUS$826.11M+13.39%
2897Parsifal Capital Management, LPUS$825.69M−2.76%
2898Strategic Wealth Investment Group, LLCUS$824.75M+4.66%
2899JOHN G ULLMAN & ASSOCIATES INCUS$824.41M+9.30%
2900Rice Partnership, LLCUS$823.95M+12.59%

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

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

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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.