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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
3001WEXFORD CAPITAL LPUS$781.97M+13.28%
3002LAFFER TENGLER INVESTMENTS, INC.US$781.55M+15.40%
3003Hudock, Inc.US$781.11M+14.92%
3004Asio Capital, LLCUS$780.92M+9.66%
3005Qsemble Capital Management, LPUS$780.55M−40.37%
3006Summit Asset Management, LLCUS$780.4M+8.57%
3007North Growth Management Ltd.US$780.24MFiled in thousands, converted+19.44%
3008PenderFund Capital Management Ltd.US$780.08M+22.16%
3009Alpine Bank Wealth ManagementUS$779.45M+13.33%
3010Marquette Asset Management, LLCUS$778.62M+16.37%
3011Northstar Group, Inc.US$777M+9.84%
3012SilverOak Wealth Management LLCUS$776.5M+22.78%
3013AFFINITY WEALTH MANAGEMENT LLCUS$776.42M+17.53%
3014Round Rock Advisors LLCUS$776.35M+18.80%
3015Trifecta Capital Advisors, LLCUS$776.34M+20.17%
3016Ally Financial Inc.US$775.01M−3.58%
3017HOEY INVESTMENTS, INCUS$774.34M+11.68%
3018Covington Investment Advisors Inc.US$773.94MFiled in thousands, converted+13.73%
3019CIM, LLCUS$773.29M+11.79%
3020Glendon Capital Management LPUS$772.55M−4.05%
3021CIGNA INVESTMENTS INC /NEWUS$772.54MFiled in thousands, converted+18.91%
3022Human Investing LLCUS$771.11M+12.31%
3023FJ Capital Management LLCUS$770.44M−13.25%
3024B & T Capital Management DBA Alpha Capital ManagementUS$770.35M+11.66%
3025XXEC, Inc.US$770.13M+34.97%
3026South Street Advisors LLCUS$768.69M+11.36%
3027Manchester Capital Management LLCUS$768.43M+10.68%
3028ARKANSAS FINANCIAL GROUP, INC.US$767.6M+7.05%
3029CAMDEN NATIONAL BANKUS$767.48M+3.81%
3030Strategic Point Investment Advisors, LLCUS$767.47M+11.55%
3031Nexus Investment Management ULCUS$766.89M+7.24%
3032Albar Capital Partners LLPUS$766.84M+24.07%
3033SPHERA FUNDS MANAGEMENT LTD.US$766.54M+21.73%
3034Independent Solutions Wealth Management, LLCUS$766.31M+12.84%
3035Arvin Capital Management LPUS$766.05M−6.48%
3036Crews Bank & TrustUS$765.99M+11.05%
3037Hendershot Investments Inc.US$765.51M+2.90%
3038NetEase, Inc.US$765.38M−18.09%
3039Clearstead Trust, LLCUS$765.02M+24.72%
3040CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCUS$764.65M+18.00%
3041JBF Capital, Inc.US$764M+12.95%
3042United Capital Management of KS, Inc.US$763.41M+15.61%
3043ESSEX INVESTMENT MANAGEMENT CO LLCUS$763.37M+20.84%
3044Kelman-Lazarov, Inc.US$763.26M+9.42%
3045ADAMS NATURAL RESOURCES FUND, INC.US$762.93M−11.56%
3046SENTINEL PENSION ADVISORS, LLCUS$762.25M+12.69%
3047Ironwood Investment Counsel, LLCUS$762.19M+9.80%
3048SCHNIEDERS CAPITAL MANAGEMENT, LLC.US$761.82M+21.09%
3049Westside Investment Management, Inc.US$761.34M+16.65%
3050Biltmore Family Office, LLCUS$760.95M+6.35%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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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.