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.
| Rank | Institution | Holdings ↓ | Quarter change | Entries | Filed |
|---|---|---|---|---|---|
| 2951 | HORAN Wealth, LLC | US$799.97M | −US$252.35M−23.98% | 217 | August 26, 2026 |
| 2952 | Live Oak Private Wealth LLC | US$799.77M | +US$82.46M+11.50% | 211 | July 20, 2026 |
| 2953 | JOHNSON & JOHNSON | US$798.65M | +US$146.29M+22.43% | 15 | August 6, 2026 |
| 2954 | Suncoast Equity Management | US$798.41M | −US$34.89M−4.19% | 63 | August 4, 2026 |
| 2955 | TrueMark Investments, LLC | US$798.23M | +US$284.5M+55.38% | 187 | July 22, 2026 |
| 2956 | Garden Investment Management, L.P. | US$797.93M | +US$212.37M+36.27% | 2 | August 14, 2026 |
| 2957 | Quantum Capital Management, LLC / NJ | US$797.55M | +US$16.11M+2.06% | 35 | August 11, 2026 |
| 2958 | XY Planning Network, Inc. | US$797.11M | +US$171.08M+27.33% | 340 | July 15, 2026 |
| 2959 | Allied Investment Advisors, LLC | US$796.51M | +US$99.1M+14.21% | 110 | July 20, 2026 |
| 2960 | Emerald Advisors, LLC | US$795.79M | −US$11.78M−1.46% | 130 | July 20, 2026 |
| 2961 | Technology Crossover Management X, Ltd. | US$795.17M | +US$13.89M+1.78% | 6 | August 7, 2026 |
| 2962 | Harbor Advisors LLC | US$795.1M | +US$102.92M+14.87% | 194 | July 28, 2026 |
| 2963 | Bornite Capital Management LP | US$794.57M | +US$199.8M+33.59% | 20 | August 13, 2026 |
| 2964 | Cornerstone Planning Group LLC | US$794.11M | +US$44.87M+5.99% | 1,867 | July 29, 2026 |
| 2965 | TSFG, LLC | US$793.88MFiled in thousands, converted | +US$134.7M+20.43% | 891 | July 23, 2026 |
| 2966 | Seilern Investment Management Ltd | US$793.82M | −US$44.67M−5.33% | 24 | July 8, 2026 |
| 2967 | RESOURCES MANAGEMENT CORP /CT/ /ADV | US$793.51M | +US$40.13M+5.33% | 188 | August 14, 2026 |
| 2968 | RAFFA WEALTH MANAGEMENT, LLC | US$793.3M | +US$153.02M+23.90% | 1,591 | July 27, 2026 |
| 2969 | Glen Eagle Advisors, LLC | US$792.92M | +US$79.04M+11.07% | 1,090 | August 14, 2026 |
| 2970 | BUFFALO BUSINESS & ESTATE SERVICES LTD | US$792.87M | +US$103.84M+15.07% | 105 | July 23, 2026 |
| 2971 | Golden Unicorn (BVI) Ltd | US$792.23M | +US$95.16M+13.65% | 7 | August 14, 2026 |
| 2972 | Kemnay Advisory Services Inc. | US$791.48M | +US$169.17M+27.18% | 1,169 | August 14, 2026 |
| 2973 | DIADEMA PARTNERS LP | US$791.35M | +US$203.61M+34.64% | 149 | August 14, 2026 |
| 2974 | Financial Solutions Advisory Group, Inc. | US$790.88M | +US$67.52M+9.33% | 177 | July 13, 2026 |
| 2975 | KPP Advisory Services LLC | US$790.73M | +US$102.13M+14.83% | 362 | July 24, 2026 |
| 2976 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | US$790.59M | +US$101.4M+14.71% | 140 | July 31, 2026 |
| 2977 | Enclave Advisors LLC | US$790.39M | +US$60.94M+8.35% | 133 | July 14, 2026 |
| 2978 | Colonial Trust Co / SC | US$789.69M | +US$54.53M+7.42% | 1,135 | August 11, 2026 |
| 2979 | FIRST HAWAIIAN BANK | US$789.53M | +US$74.5M+10.42% | 143 | July 13, 2026 |
| 2980 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | US$789.51M | +US$118.37M+17.64% | 78 | August 13, 2026 |
| 2981 | Wellington Shields Capital Management, LLC | US$788.37M | +US$122.21M+18.35% | 335 | August 10, 2026 |
| 2982 | IFC Advisors LLC | US$787.64M | +US$88.7M+12.69% | 179 | August 5, 2026 |
| 2983 | Arlington Financial Advisors, LLC | US$787.47M | +US$85.53M+12.18% | 107 | July 22, 2026 |
| 2984 | TOBIAS FINANCIAL ADVISORS, INC. | US$787.35M | +US$69.05M+9.61% | 148 | August 25, 2026 |
| 2985 | Thrive Wealth Management, LLC | US$787.14M | +US$116.29M+17.33% | 260 | July 7, 2026 |
| 2986 | Pasadena Private Wealth, LLC | US$786.09M | +US$62.85M+8.69% | 341 | August 11, 2026 |
| 2987 | Madison Wealth Partners, Inc | US$785.86M | +US$158.9M+25.35% | 292 | August 12, 2026 |
| 2988 | Gratus Wealth Advisors, LLC | US$785.54M | +US$94.19M+13.62% | 138 | July 20, 2026 |
| 2989 | Almanack Investment Partners, LLC. | US$784.74M | +US$192.34M+32.47% | 321 | July 30, 2026 |
| 2990 | Horizon Wealth Management, LLC | US$784.54M | +US$102.35M+15.00% | 148 | August 6, 2026 |
| 2991 | 8VC Opportunities GP II, LLC | US$784.03M | No filing last quarter | 3 | August 14, 2026 |
| 2992 | TT International Asset Management LTD | US$783.35M | −US$132.66M−14.48% | 49 | July 7, 2026 |
| 2993 | CFM WEALTH PARTNERS LLC | US$783.29M | +US$116.05M+17.39% | 149 | August 7, 2026 |
| 2994 | Topsail Wealth Management, LLC | US$783.27M | +US$105.37M+15.54% | 297 | August 13, 2026 |
| 2995 | Lee Financial Co | US$783.12M | +US$74.33M+10.49% | 236 | July 22, 2026 |
| 2996 | CHATHAM CAPITAL GROUP, INC. | US$783.04M | +US$93.72M+13.60% | 200 | July 13, 2026 |
| 2997 | Converium Capital Inc. | US$782.76M | +US$196.27M+33.46% | 44 | August 14, 2026 |
| 2998 | GLOBEFLEX CAPITAL L P | US$782.62M | +US$121.81M+18.43% | 394 | August 12, 2026 |
| 2999 | Longbow Finance SA | US$782.14M | +US$229.97M+41.65% | 59 | July 29, 2026 |
| 3000 | Summit Financial Wealth Advisors, LLC | US$781.98M | +US$76.56M+10.85% | 225 | July 15, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.