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 |
|---|---|---|---|---|---|
| 3051 | DEAN INVESTMENT ASSOCIATES, LLC | US$760.82M | +US$50.38M+7.09% | 193 | August 14, 2026 |
| 3052 | Horst & Graben Wealth Management LLC | US$760.25M | +US$31.28M+4.29% | 205 | July 22, 2026 |
| 3053 | FOURPATH CAPITAL MANAGEMENT, LLC | US$759.58M | +US$62.53M+8.97% | 229 | July 22, 2026 |
| 3054 | Keating Financial Advisory Services, Inc. | US$759.57M | +US$140.74M+22.74% | 2,608 | August 11, 2026 |
| 3055 | Xcelsior Advisor Partners LLC | US$759.33M | +US$496.47M+188.87% | 499 | August 14, 2026 |
| 3056 | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | US$759.12M | −US$30.23M−3.83% | 77 | August 6, 2026 |
| 3057 | Rollins Financial Advisors, LLC | US$759.11M | +US$126.74M+20.04% | 168 | August 4, 2026 |
| 3058 | RIVERSEDGE ADVISORS, LLC | US$759.1M | +US$141.37M+22.88% | 316 | July 16, 2026 |
| 3059 | Alvarez & Marsal Private Wealth Partners, LLC | US$758.64M | +US$46.48M+6.53% | 107 | August 14, 2026 |
| 3060 | NORTHWEST WEALTH MANAGEMENT, LLC | US$758.11M | +US$92.79M+13.95% | 265 | July 13, 2026 |
| 3061 | SAWGRASS ASSET MANAGEMENT LLC | US$757.27M | +US$93.11M+14.02% | 193 | July 29, 2026 |
| 3062 | McLean Asset Management Corp | US$756.54M | +US$184.98M+32.36% | 181 | August 12, 2026 |
| 3063 | MATAURO, LLC | US$756.4M | +US$64.38M+9.30% | 158 | July 21, 2026 |
| 3064 | ACADEMY CAPITAL MANAGEMENT | US$756.26M | +US$56.84M+8.13% | 36 | August 12, 2026 |
| 3065 | Polymer Capital Management (US) LLC | US$755.24M | −US$232.32M−23.52% | 607 | August 14, 2026 |
| 3066 | Pier Capital, LLC | US$754.62M | +US$148.44M+24.49% | 129 | August 5, 2026 |
| 3067 | Hughes Financial Services, LLC | US$754.51M | +US$103.65M+15.92% | 1,839 | July 20, 2026 |
| 3068 | Founders Financial Alliance, LLC | US$754.49M | +US$199.6M+35.97% | 779 | August 4, 2026 |
| 3069 | Kinsale Capital Group, Inc. | US$754.42M | +US$130.55M+20.93% | 41 | August 5, 2026 |
| 3070 | Stanley Capital Management, LLC | US$754.29M | +US$156.02M+26.08% | 37 | August 14, 2026 |
| 3071 | Financial Advisory Corp | US$754.17M | +US$34.4M+4.78% | 58 | July 9, 2026 |
| 3072 | SC&H Financial Advisors, Inc. | US$753.83M | +US$90.6M+13.66% | 160 | August 4, 2026 |
| 3073 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | US$753.48M | +US$23.66M+3.24% | 223 | July 20, 2026 |
| 3074 | Stone House Investment Management, LLC | US$752.24M | +US$194.19M+34.80% | 1,339 | August 5, 2026 |
| 3075 | Northwest Financial Advisors | US$751.86M | +US$700.05M+1350.96% | 89 | July 27, 2026 |
| 3076 | PERRYMAN FINANCIAL ADVISORY INC /AD | US$751.3M | +US$84.33M+12.64% | 191 | July 24, 2026 |
| 3077 | TRB Wealth Management, LLC | US$751.27M | +US$47.66M+6.77% | 296 | August 12, 2026 |
| 3078 | FCPM III SERVICES B.V. | US$750.41M | +US$28.2M+3.91% | 15 | August 14, 2026 |
| 3079 | Cercano Management LLC | US$749.94M | −US$1.57B−67.62% | 155 | August 14, 2026 |
| 3080 | Bienville Capital Management, LLC | US$749.74M | +US$199.71M+36.31% | 95 | August 13, 2026 |
| 3081 | Qtron Investments LLC | US$749.62M | +US$12.01M+1.63% | 449 | August 13, 2026 |
| 3082 | Virtue Capital Management, LLC | US$748.9M | +US$91.66M+13.95% | 343 | August 5, 2026 |
| 3083 | JLB & ASSOCIATES INC | US$748.32M | +US$51.87M+7.45% | 68 | August 7, 2026 |
| 3084 | Defilade Capital Management, L.P. | US$746.95M | +US$34.77M+4.88% | 39 | August 14, 2026 |
| 3085 | BDF-GESTION | US$746.77M | −US$1.78M−0.24% | 143 | July 7, 2026 |
| 3086 | Permanent Capital Management, LP | US$746.72M | +US$103.71M+16.13% | 211 | August 12, 2026 |
| 3087 | EagleClaw Capital Managment, LLC | US$745.4M | +US$31.27M+4.38% | 145 | August 10, 2026 |
| 3088 | AUXIER ASSET MANAGEMENT LLC | US$745.24M | +US$48.88M+7.02% | 184 | August 14, 2026 |
| 3089 | Insight Wealth Partners, LLC | US$744.81M | +US$31.81M+4.46% | 135 | August 6, 2026 |
| 3090 | CIBC Capital Markets (Europe) S.A. | US$744.59M | No filing last quarter | 10 | August 11, 2026 |
| 3091 | Heritage Investment Group, Inc. | US$744.43M | +US$83.62M+12.65% | 135 | July 29, 2026 |
| 3092 | Commonwealth Financial Services, LLC | US$744.2M | +US$112.51M+17.81% | 317 | July 15, 2026 |
| 3093 | Helix Partners Management LP | US$744.11M | +US$370.34M+99.08% | 15 | August 13, 2026 |
| 3094 | REGATTA CAPITAL GROUP, LLC | US$743.63M | +US$82.87M+12.54% | 223 | August 12, 2026 |
| 3095 | Well Done, LLC | US$743.36M | +US$62.58M+9.19% | 202 | July 24, 2026 |
| 3096 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | US$743.23M | +US$2.68M+0.36% | 2,389 | October 30, 2026 |
| 3097 | SOUTHERNSUN ASSET MANAGEMENT, LLC | US$742.81M | +US$52.9M+7.67% | 29 | August 14, 2026 |
| 3098 | CFO4Life Group, LLC | US$742.79M | +US$86.81M+13.23% | 237 | August 12, 2026 |
| 3099 | WILKINS INVESTMENT COUNSEL INC | US$741.97M | +US$43.79M+6.27% | 119 | August 6, 2026 |
| 3100 | Tolleson Wealth Management, Inc. | US$741.92M | +US$56.9M+8.31% | 96 | August 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.