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 |
|---|---|---|---|---|---|
| 2901 | Meridian Wealth Partners, LLC | US$728.56M | No filing last quarter | 118 | May 14, 2026 |
| 2902 | SKBA CAPITAL MANAGEMENT LLC | US$728.44M | No filing last quarter | 79 | May 13, 2026 |
| 2903 | Sloy Dahl & Holst, LLC | US$728.42M | No filing last quarter | 112 | May 14, 2026 |
| 2904 | TRAN CAPITAL MANAGEMENT, L.P. | US$728.33M | No filing last quarter | 71 | April 14, 2026 |
| 2905 | DILLON & ASSOCIATES INC | US$726.42MFiled in thousands, converted | No filing last quarter | 75 | May 7, 2026 |
| 2906 | Castellan Group | US$725.68M | No filing last quarter | 37 | April 23, 2026 |
| 2907 | FIFTHDELTA Ltd | US$724.81M | No filing last quarter | 11 | May 15, 2026 |
| 2908 | PROFESSIONAL ADVISORY SERVICES INC | US$724.43MFiled in thousands, converted | No filing last quarter | 80 | April 15, 2026 |
| 2909 | Financial Advisors Network, Inc. | US$724.25M | −US$5.3M−0.73% | 204 | May 15, 2026 |
| 2910 | Klaas Financial Asset Advisors, LLC | US$724.25M | No filing last quarter | 59 | April 16, 2026 |
| 2911 | TLT Family Holdco ULC | US$724.1M | No filing last quarter | 8 | May 14, 2026 |
| 2912 | Avalon Global Asset Management LLC | US$723.67MFiled in thousands, converted | No filing last quarter | 41 | May 14, 2026 |
| 2913 | FengHe Fund Management Pte. Ltd. | US$723.6M | No filing last quarter | 31 | May 15, 2026 |
| 2914 | Vivaldi Capital Management LP | US$723.5M | No filing last quarter | 290 | May 14, 2026 |
| 2915 | Financial Solutions Advisory Group, Inc. | US$723.36M | No filing last quarter | 174 | June 1, 2026 |
| 2916 | Pasadena Private Wealth, LLC | US$723.25M | No filing last quarter | 309 | April 22, 2026 |
| 2917 | UNIQUE WEALTH, LLC | US$723.23M | No filing last quarter | 182 | April 21, 2026 |
| 2918 | Apollon Financial, LLC | US$723.1M | No filing last quarter | 260 | April 22, 2026 |
| 2919 | ZEVIN ASSET MANAGEMENT LLC | US$723M | No filing last quarter | 93 | May 7, 2026 |
| 2920 | WHITE PINE CAPITAL LLC | US$722.97M | No filing last quarter | 458 | August 5, 2026 |
| 2921 | Zweig-DiMenna Associates LLC | US$722.23M | No filing last quarter | 61 | May 5, 2026 |
| 2922 | Mechanics Bank Trust Department | US$722.21M | No filing last quarter | 354 | April 9, 2026 |
| 2923 | FCPM III SERVICES B.V. | US$722.21M | No filing last quarter | 14 | May 15, 2026 |
| 2924 | White Lighthouse Investment Management Inc. | US$720.8M | No filing last quarter | 145 | May 15, 2026 |
| 2925 | Financial Advisory Corp | US$719.77M | No filing last quarter | 51 | April 13, 2026 |
| 2926 | FAGAN ASSOCIATES, INC. | US$719.24M | No filing last quarter | 135 | May 4, 2026 |
| 2927 | Ellevest, Inc. | US$719.11M | No filing last quarter | 431 | May 11, 2026 |
| 2928 | Summit Asset Management, LLC | US$718.83M | No filing last quarter | 172 | May 8, 2026 |
| 2929 | Physician Wealth Advisors, Inc. | US$718.52M | No filing last quarter | 12,118 | April 24, 2026 |
| 2930 | KADENSA CAPITAL Ltd | US$718.46M | No filing last quarter | 39 | May 15, 2026 |
| 2931 | TOBIAS FINANCIAL ADVISORS, INC. | US$718.29M | No filing last quarter | 143 | May 13, 2026 |
| 2932 | Werba Rubin Papier Wealth Management | US$718.13M | No filing last quarter | 278 | May 12, 2026 |
| 2933 | SYCOMORE ASSET MANAGEMENT | US$718MFiled in thousands, converted | No filing last quarter | 74 | May 11, 2026 |
| 2934 | HERALD INVESTMENT MANAGEMENT Ltd | US$717.65M | No filing last quarter | 97 | May 13, 2026 |
| 2935 | Live Oak Private Wealth LLC | US$717.31M | No filing last quarter | 207 | April 20, 2026 |
| 2936 | NUANCE INVESTMENTS, LLC | US$717.1M | No filing last quarter | 43 | May 8, 2026 |
| 2937 | ARKANSAS FINANCIAL GROUP, INC. | US$717.04M | No filing last quarter | 94 | April 13, 2026 |
| 2938 | CAMBIENT FAMILY OFFICE, LLC | US$716.38M | No filing last quarter | 261 | April 21, 2026 |
| 2939 | Anatole Investment Management Ltd | US$716.28M | No filing last quarter | 15 | May 15, 2026 |
| 2940 | Biltmore Family Office, LLC | US$715.52M | No filing last quarter | 325 | May 11, 2026 |
| 2941 | Ovata Capital Management Ltd | US$715.43M | No filing last quarter | 38 | May 13, 2026 |
| 2942 | STRATEGIC PLANNING GROUP, LLC | US$715.35M | No filing last quarter | 72 | April 22, 2026 |
| 2943 | Legacy Financial Advisors, Inc. | US$715.12M | No filing last quarter | 404 | April 30, 2026 |
| 2944 | Nexus Investment Management ULC | US$715.1M | No filing last quarter | 70 | April 20, 2026 |
| 2945 | FIRST HAWAIIAN BANK | US$715.03M | No filing last quarter | 136 | April 13, 2026 |
| 2946 | Compass Financial Group, INC/SD | US$714.78M | No filing last quarter | 105 | April 29, 2026 |
| 2947 | EagleClaw Capital Managment, LLC | US$714.13M | No filing last quarter | 145 | May 8, 2026 |
| 2948 | Glen Eagle Advisors, LLC | US$713.88M | No filing last quarter | 1,023 | May 15, 2026 |
| 2949 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | US$713.73M | No filing last quarter | 16 | May 15, 2026 |
| 2950 | Affinity Capital Advisors, LLC | US$713.15M | No filing last quarter | 181 | April 13, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.