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 |
|---|---|---|---|---|---|
| 3151 | SYQUANT CAPITAL SAS | US$640.32MFiled in thousands, converted | No filing last quarter | 40 | April 10, 2026 |
| 3152 | RAFFA WEALTH MANAGEMENT, LLC | US$640.28M | −US$9.84M−1.51% | 1,518 | July 27, 2026 |
| 3153 | SevenBridge Financial Group, LLC | US$639.71M | No filing last quarter | 202 | April 23, 2026 |
| 3154 | Stamos Capital Partners, L.P. | US$639.67M | No filing last quarter | 142 | May 14, 2026 |
| 3155 | ADVOCATE GROUP LLC | US$639.36M | No filing last quarter | 126 | April 13, 2026 |
| 3156 | Bell Investment Advisors, Inc | US$639.15M | No filing last quarter | 1,860 | April 17, 2026 |
| 3157 | PenderFund Capital Management Ltd. | US$638.55M | No filing last quarter | 253 | May 15, 2026 |
| 3158 | Global Wealth Management Investment Advisory, Inc. | US$638.45M | No filing last quarter | 158 | May 1, 2026 |
| 3159 | St. James Investment Company, LLC | US$638.42M | No filing last quarter | 22 | May 14, 2026 |
| 3160 | BEARING POINT CAPITAL, LLC | US$638.37M | No filing last quarter | 166 | May 7, 2026 |
| 3161 | WILSEY ASSET MANAGEMENT INC | US$637.76M | No filing last quarter | 25 | April 28, 2026 |
| 3162 | Kultura Capital Management LP | US$637.74M | No filing last quarter | 53 | May 15, 2026 |
| 3163 | FARMERS TRUST CO | US$637M | No filing last quarter | 203 | April 7, 2026 |
| 3164 | Phocas Financial Corp. | US$636.86M | No filing last quarter | 155 | May 1, 2026 |
| 3165 | CENTRAL BANK & TRUST CO | US$636.41M | No filing last quarter | 210 | April 7, 2026 |
| 3166 | Woodson Capital Management, LP | US$636.06M | No filing last quarter | 31 | May 15, 2026 |
| 3167 | Pacific Sage Partners, LLC | US$635.63M | No filing last quarter | 121 | April 21, 2026 |
| 3168 | Affinity Partners GP LP | US$634.76M | No filing last quarter | 2 | May 12, 2026 |
| 3169 | SFE Investment Counsel | US$634.73M | No filing last quarter | 143 | May 1, 2026 |
| 3170 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | US$634.3M | No filing last quarter | 106 | April 13, 2026 |
| 3171 | Arini Captial Management Ltd | US$633.8M | No filing last quarter | 6 | May 15, 2026 |
| 3172 | Lynx1 Capital Management LP | US$632.72M | No filing last quarter | 23 | May 4, 2026 |
| 3173 | SilverOak Wealth Management LLC | US$632.44M | No filing last quarter | 121 | April 29, 2026 |
| 3174 | Rollins Financial Advisors, LLC | US$632.36M | No filing last quarter | 158 | May 5, 2026 |
| 3175 | Security Financial Services, INC. | US$632.29M | No filing last quarter | 203 | May 27, 2026 |
| 3176 | WFM ASIA (BVI) Ltd | US$632.09MFiled in thousands, converted | No filing last quarter | 6 | May 12, 2026 |
| 3177 | American Money Management, LLC | US$631.91M | No filing last quarter | 168 | May 11, 2026 |
| 3178 | Secure Asset Management, LLC | US$631.81M | No filing last quarter | 327 | April 9, 2026 |
| 3179 | ESSEX INVESTMENT MANAGEMENT CO LLC | US$631.74M | No filing last quarter | 305 | May 11, 2026 |
| 3180 | Commonwealth Financial Services, LLC | US$631.69M | No filing last quarter | 278 | May 7, 2026 |
| 3181 | Summit Wealth Partners, LLC | US$631.68M | No filing last quarter | 271 | April 17, 2026 |
| 3182 | Wealth Alliance Advisory Group, LLC | US$631.59M | No filing last quarter | 197 | April 9, 2026 |
| 3183 | BlueSpruce Investments, LP | US$631.25M | No filing last quarter | 10 | May 15, 2026 |
| 3184 | Probity Advisors, Inc. | US$631.25M | No filing last quarter | 230 | April 28, 2026 |
| 3185 | SANDERS MORRIS HARRIS LLC | US$630.84M | No filing last quarter | 297 | April 9, 2026 |
| 3186 | KEYWISE CAPITAL MANAGEMENT (HK) Ltd | US$629.99M | No filing last quarter | 12 | May 15, 2026 |
| 3187 | SPHERA FUNDS MANAGEMENT LTD. | US$629.68M | No filing last quarter | 97 | May 15, 2026 |
| 3188 | Vancity Investment Management Ltd | US$629.38MFiled in thousands, converted | No filing last quarter | 94 | May 15, 2026 |
| 3189 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | US$629.16M | No filing last quarter | 206 | May 4, 2026 |
| 3190 | First Commonwealth Financial Corp /PA/ | US$628.53M | No filing last quarter | 409 | May 14, 2026 |
| 3191 | PETTYJOHN, WOOD & WHITE, INC | US$627.92M | No filing last quarter | 214 | May 15, 2026 |
| 3192 | Cornerstone Management, Inc. | US$627.56M | No filing last quarter | 65 | April 16, 2026 |
| 3193 | Madison Wealth Partners, Inc | US$626.96M | No filing last quarter | 220 | April 30, 2026 |
| 3194 | LJI Wealth Management, LLC | US$626.06M | No filing last quarter | 194 | May 5, 2026 |
| 3195 | XY Planning Network, Inc. | US$626.03M | No filing last quarter | 273 | April 14, 2026 |
| 3196 | CHICAGO TRUST Co NA | US$625.69M | No filing last quarter | 663 | April 24, 2026 |
| 3197 | Strategic Global Advisors, LLC | US$625.44M | No filing last quarter | 142 | May 15, 2026 |
| 3198 | DSG Capital Advisors, LLC | US$625.29M | No filing last quarter | 123 | April 27, 2026 |
| 3199 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | US$625M | No filing last quarter | 42 | May 13, 2026 |
| 3200 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | US$624.95M | No filing last quarter | 176 | April 28, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.