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
2901Werba Rubin Papier Wealth ManagementUS$823.53M+14.68%
2902Intellus Advisors LLCUS$823.49M+12.53%
2903McGowan Group Asset Management, Inc.US$823.11M+4.81%
2904Orange Investment Advisors, Inc.US$823.02M+6.68%
2905Leelyn Smith, LLCUS$822.35M+15.33%
2906SIRIOS CAPITAL MANAGEMENT L PUS$822.25M−0.30%
2907Sivia Capital Partners, LLCUS$822.08M+59.43%
2908GREENUP STREET WEALTH MANAGEMENT LLCUS$821.68M+15.68%
2909AVENIR CORPUS$820.74M+0.03%
2910Legacy Financial Advisors, Inc.US$820.39M+14.72%
2911Capital Advantage, Inc.US$819.65M+7.15%
2912Faithward Advisors, LLCUS$819.4M+16.91%
2913Canal Capital Management, LLCUS$818.67M+10.81%
2914LaSalle St. Investment Advisors, LLCUS$818.11M+15.23%
2915DILLON & ASSOCIATES INCUS$817.23MFiled in thousands, converted+12.50%
2916Fund Resources Investment Holding Group Co LtdUS$817.03M+900.53%
2917Mirador Capital Partners LPUS$816.84M+15.63%
2918Biondo Investment Advisors, LLCUS$816.8M+4.74%
2919SCHWERIN BOYLE CAPITAL MANAGEMENT INCUS$815.97M+3.55%
2920Financial Advisors Network, Inc.US$815.6M+12.61%
2921Ayalon Insurance Comp Ltd.US$814.95MFiled in thousands, converted+66.46%
2922Cypress Wealth Services, LLCUS$814.94M+15.05%
2923MITCHELL MCLEOD PUGH & WILLIAMS INCUS$814.76M+20.24%
2924SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.US$814.53M−8.90%
2925Third View Private Wealth, LLCUS$814.14M+11.48%
2926Skylands Capital, LLCUS$813.94M+6.67%
2927Wallington Asset Management, LLCUS$813.93M+8.19%
2928BRANT POINT INVESTMENT MANAGEMENT LLCUS$813.32M+4.85%
2929Tri Locum Partners LPUS$813.22M+14.13%
2930Renesas Electronics America Inc.US$813.13M+195.65%
2931CAMBIENT FAMILY OFFICE, LLCUS$812.97M+13.48%
2932FAGAN ASSOCIATES, INC.US$812.7M+13.00%
2933Deer Management Co. LLCUS$812.16M+30.51%
2934Greenland Capital Management LPUS$811.59M+3.17%
2935KAVAR CAPITAL PARTNERS GROUP, LLCUS$811.56M+1.65%
2936Sloy Dahl & Holst, LLCUS$810.55M+11.27%
2937Affinity Capital Advisors, LLCUS$809.53M+13.51%
2938Abacus Planning Group, Inc.US$808.94M+8.89%
2939Polianta LtdUS$808.8MFiled in thousands, converted+7.34%
2940Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDUS$808.78M+59.97%
2941Capital Investment Counsel, LLCUS$808.41M+10.77%
2942EAGLE ROCK INVESTMENT COMPANY, LLCUS$808.29M+17.45%
2943NFSG CorpUS$808.27M+32.88%
2944Mechanics Bank Trust DepartmentUS$808.2M+11.91%
2945ARQ WEALTH ADVISORS, LLCUS$806.61M+45.39%
2946Klaas Financial Asset Advisors, LLCUS$802.69M+10.83%
2947White Lighthouse Investment Management Inc.US$802.35M+11.31%
2948BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCUS$802.15M+15.31%
2949Newtyn Management, LLCUS$800.88M−14.41%
2950CORSAIR CAPITAL MANAGEMENT, L.P.US$800.2M+18.90%

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.