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 |
|---|---|---|---|---|---|
| 2951 | Leelyn Smith, LLC | US$713.06M | No filing last quarter | 154 | April 27, 2026 |
| 2952 | Insight Wealth Partners, LLC | US$712.99M | No filing last quarter | 120 | May 14, 2026 |
| 2953 | DIMENSION CAPITAL MANAGEMENT LLC | US$712.97M | No filing last quarter | 123 | May 15, 2026 |
| 2954 | Tri Locum Partners LP | US$712.55M | No filing last quarter | 17 | May 18, 2026 |
| 2955 | Defilade Capital Management, L.P. | US$712.18M | No filing last quarter | 31 | June 12, 2026 |
| 2956 | Alvarez & Marsal Private Wealth Partners, LLC | US$712.16M | No filing last quarter | 177 | May 14, 2026 |
| 2957 | Asio Capital, LLC | US$712.14M | No filing last quarter | 110 | April 15, 2026 |
| 2958 | PERSONAL CFO SOLUTIONS, LLC | US$711.93M | No filing last quarter | 520 | April 30, 2026 |
| 2959 | Sixth Street Partners Management Company, L.P. | US$710.72M | No filing last quarter | 9 | May 15, 2026 |
| 2960 | DEAN INVESTMENT ASSOCIATES, LLC | US$710.44M | No filing last quarter | 190 | May 15, 2026 |
| 2961 | GREENUP STREET WEALTH MANAGEMENT LLC | US$710.34M | No filing last quarter | 127 | April 20, 2026 |
| 2962 | LaSalle St. Investment Advisors, LLC | US$709.96M | No filing last quarter | 411 | May 8, 2026 |
| 2963 | AA Financial Advisors, LLC | US$709.89M | No filing last quarter | 221 | April 21, 2026 |
| 2964 | Annandale Capital, LLC | US$708.84MFiled in thousands, converted | No filing last quarter | 122 | May 15, 2026 |
| 2965 | Lee Financial Co | US$708.78M | No filing last quarter | 211 | April 13, 2026 |
| 2966 | Cypress Wealth Services, LLC | US$708.34M | No filing last quarter | 397 | April 15, 2026 |
| 2967 | Northstar Group, Inc. | US$707.41M | No filing last quarter | 166 | April 28, 2026 |
| 2968 | Summit Street Capital Management, LLC | US$707.33M | No filing last quarter | 31 | May 15, 2026 |
| 2969 | ION Fund Management Ltd | US$706.67M | No filing last quarter | 68 | May 15, 2026 |
| 2970 | Mirador Capital Partners LP | US$706.44M | No filing last quarter | 205 | April 8, 2026 |
| 2971 | Summit Financial Wealth Advisors, LLC | US$705.41M | No filing last quarter | 193 | May 26, 2026 |
| 2972 | J.P. Marvel Investment Advisors, LLC | US$705.16M | No filing last quarter | 60 | May 6, 2026 |
| 2973 | Sava Infond d.o.o. | US$704.73M | No filing last quarter | 230 | May 11, 2026 |
| 2974 | BROWN CAPITAL MANAGEMENT LLC | US$703.99M | No filing last quarter | 56 | May 14, 2026 |
| 2975 | TRB Wealth Management, LLC | US$703.6M | No filing last quarter | 333 | May 14, 2026 |
| 2976 | Shellback Capital, LP | US$702.63M | No filing last quarter | 79 | May 15, 2026 |
| 2977 | Arlington Financial Advisors, LLC | US$701.94M | No filing last quarter | 95 | April 15, 2026 |
| 2978 | Kora Management LP | US$701.53M | No filing last quarter | 9 | May 15, 2026 |
| 2979 | Faithward Advisors, LLC | US$700.89M | No filing last quarter | 326 | April 17, 2026 |
| 2980 | ACADEMY CAPITAL MANAGEMENT | US$699.42M | No filing last quarter | 38 | May 14, 2026 |
| 2981 | IFC Advisors LLC | US$698.94M | No filing last quarter | 158 | May 4, 2026 |
| 2982 | SILVERBACK ASSET MANAGEMENT LLC | US$698.85M | No filing last quarter | 63 | May 21, 2026 |
| 2983 | Tensile Capital Management LP | US$698.49M | No filing last quarter | 25 | May 15, 2026 |
| 2984 | WILKINS INVESTMENT COUNSEL INC | US$698.18M | No filing last quarter | 119 | May 7, 2026 |
| 2985 | Kelman-Lazarov, Inc. | US$697.58M | No filing last quarter | 140 | April 27, 2026 |
| 2986 | Allied Investment Advisors, LLC | US$697.41M | No filing last quarter | 100 | April 27, 2026 |
| 2987 | Sio Capital Management, LLC | US$697.31M | No filing last quarter | 76 | May 14, 2026 |
| 2988 | Abundance Wealth Counselors | US$697.22M | No filing last quarter | 246 | April 23, 2026 |
| 2989 | Golden Unicorn (BVI) Ltd | US$697.07M | No filing last quarter | 4 | May 15, 2026 |
| 2990 | FOURPATH CAPITAL MANAGEMENT, LLC | US$697.04M | No filing last quarter | 218 | May 1, 2026 |
| 2991 | CORTLAND ASSOCIATES INC/MO | US$696.75M | No filing last quarter | 62 | April 30, 2026 |
| 2992 | JLB & ASSOCIATES INC | US$696.45M | No filing last quarter | 70 | May 4, 2026 |
| 2993 | AUXIER ASSET MANAGEMENT LLC | US$696.36M | No filing last quarter | 176 | May 14, 2026 |
| 2994 | CALTON & ASSOCIATES, INC. | US$695.93M | No filing last quarter | 438 | May 13, 2026 |
| 2995 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | US$695.65M | No filing last quarter | 724 | May 11, 2026 |
| 2996 | Allen Mooney & Barnes Investment Advisors LLC | US$695.3M | No filing last quarter | 159 | April 13, 2026 |
| 2997 | Manchester Capital Management LLC | US$694.28M | No filing last quarter | 1,309 | May 11, 2026 |
| 2998 | Ironwood Investment Counsel, LLC | US$694.15M | No filing last quarter | 264 | May 7, 2026 |
| 2999 | CONTINENTAL GENERAL INSURANCE CO | US$693.37M | No filing last quarter | 11 | May 14, 2026 |
| 3000 | HOEY INVESTMENTS, INC | US$693.36M | No filing last quarter | 420 | 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.