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 |
|---|---|---|---|---|---|
| 2851 | RESOURCES MANAGEMENT CORP /CT/ /ADV | US$753.37MFiled in thousands, converted | No filing last quarter | 415 | May 15, 2026 |
| 2852 | ECLECTIC ASSOCIATES INC /ADV | US$753.2M | No filing last quarter | 159 | April 8, 2026 |
| 2853 | Blue Edge Capital, LLC | US$752.93M | No filing last quarter | 134 | June 2, 2026 |
| 2854 | ABC ARBITRAGE SA | US$752.92M | No filing last quarter | 364 | May 4, 2026 |
| 2855 | GCQ FUNDS MANAGEMENT PTY Ltd | US$752.89M | No filing last quarter | 11 | May 12, 2026 |
| 2856 | Talon Private Wealth, LLC | US$752.84M | No filing last quarter | 315 | May 18, 2026 |
| 2857 | Wallington Asset Management, LLC | US$752.33M | No filing last quarter | 62 | April 22, 2026 |
| 2858 | Technology Crossover Management IX, Ltd. | US$752.16M | No filing last quarter | 6 | May 8, 2026 |
| 2859 | Peterson Wealth Advisors, LLC | US$751.87M | No filing last quarter | 108 | April 9, 2026 |
| 2860 | American Financial Advisors, LLC | US$749.5M | No filing last quarter | 159 | May 13, 2026 |
| 2861 | Cornerstone Planning Group LLC | US$749.24M | No filing last quarter | 1,819 | May 6, 2026 |
| 2862 | Manchester Global Management (UK) Ltd | US$749.12M | No filing last quarter | 23 | May 15, 2026 |
| 2863 | BDF-GESTION | US$748.56M | No filing last quarter | 144 | April 10, 2026 |
| 2864 | Breakwater Capital Group | US$746.8M | No filing last quarter | 373 | April 20, 2026 |
| 2865 | Beau Ventures, LLc | US$746.46M | −US$57.57M−7.16% | 21 | October 14, 2026 |
| 2866 | Power Corp of Canada | US$745.38M | No filing last quarter | 1 | May 15, 2026 |
| 2867 | Conversant Capital LLC | US$745.1M | No filing last quarter | 16 | May 15, 2026 |
| 2868 | Capital Advisors Wealth Management, LLC | US$744.92M | No filing last quarter | 219 | April 8, 2026 |
| 2869 | Hendershot Investments Inc. | US$743.95M | No filing last quarter | 129 | April 27, 2026 |
| 2870 | SkyView Investment Advisors, LLC | US$743.32MFiled in thousands, converted | No filing last quarter | 318 | May 15, 2026 |
| 2871 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | US$743M | +US$122.14M+19.67% | 262 | May 15, 2026 |
| 2872 | Ellenbecker Investment Group | US$742.89M | No filing last quarter | 134 | April 23, 2026 |
| 2873 | Abacus Planning Group, Inc. | US$742.89M | No filing last quarter | 264 | April 8, 2026 |
| 2874 | Sharkey, Howes & Javer | US$742.33M | No filing last quarter | 153 | April 8, 2026 |
| 2875 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | US$742.26M | No filing last quarter | 153 | May 15, 2026 |
| 2876 | Allegheny Financial Group | US$741.83M | No filing last quarter | 290 | April 16, 2026 |
| 2877 | Lineweaver Wealth Advisors, LLC | US$741.55M | No filing last quarter | 168 | April 8, 2026 |
| 2878 | Running Oak Capital LLC | US$740.61M | No filing last quarter | 108 | May 11, 2026 |
| 2879 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | US$740.55M | −US$18.62M−2.45% | 2,458 | October 30, 2026 |
| 2880 | CAMDEN NATIONAL BANK | US$739.3M | No filing last quarter | 257 | May 4, 2026 |
| 2881 | Canal Capital Management, LLC | US$738.81M | No filing last quarter | 207 | April 27, 2026 |
| 2882 | Portside Wealth Group, LLC | US$738.2M | No filing last quarter | 916 | May 12, 2026 |
| 2883 | Qtron Investments LLC | US$737.61M | No filing last quarter | 421 | May 15, 2026 |
| 2884 | James J. Burns & Company, LLC | US$737.04M | No filing last quarter | 155 | April 17, 2026 |
| 2885 | Burton Enright Welch | US$735.55M | No filing last quarter | 143 | May 4, 2026 |
| 2886 | Glassman Wealth Services | US$735.54M | No filing last quarter | 187 | May 4, 2026 |
| 2887 | TFO Wealth Partners, LLC | US$735.39M | No filing last quarter | 72 | May 8, 2026 |
| 2888 | Colonial Trust Co / SC | US$735.16M | No filing last quarter | 1,135 | May 12, 2026 |
| 2889 | SEEDS INVESTOR LLC | US$734.72M | No filing last quarter | 350 | May 11, 2026 |
| 2890 | ARVEST INVESTMENTS, INC. | US$733.37M | No filing last quarter | 199 | April 14, 2026 |
| 2891 | AIGH Capital Management LLC | US$733.22M | No filing last quarter | 85 | April 30, 2026 |
| 2892 | Berman McAleer LLC | US$732.97M | No filing last quarter | 162 | April 17, 2026 |
| 2893 | Rice Partnership, LLC | US$731.81M | No filing last quarter | 178 | May 7, 2026 |
| 2894 | Intellus Advisors LLC | US$731.81M | No filing last quarter | 125 | May 7, 2026 |
| 2895 | GFI Investment Counsel Ltd. | US$731.47M | No filing last quarter | 24 | May 14, 2026 |
| 2896 | Third View Private Wealth, LLC | US$730.32M | No filing last quarter | 267 | April 15, 2026 |
| 2897 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | US$729.82M | No filing last quarter | 215 | April 24, 2026 |
| 2898 | Capital Investment Counsel, LLC | US$729.81M | No filing last quarter | 147 | April 23, 2026 |
| 2899 | Enclave Advisors LLC | US$729.45M | No filing last quarter | 132 | April 13, 2026 |
| 2900 | Horst & Graben Wealth Management LLC | US$728.97M | No filing last quarter | 195 | April 29, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.