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 |
|---|---|---|---|---|---|
| 3201 | PLATINUM PARAMOUNT INVESTMENT LTD. | US$703.71M | +US$14.49M+2.10% | 3 | August 14, 2026 |
| 3202 | Talos Eurisko Asset Management LP | US$703.44M | +US$118.18M+20.19% | 25 | August 12, 2026 |
| 3203 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | US$702.98M | +US$68.69M+10.83% | 120 | July 20, 2026 |
| 3204 | Global Wealth Management Investment Advisory, Inc. | US$702.74M | +US$64.29M+10.07% | 160 | July 29, 2026 |
| 3205 | Mountain Capital Investment Advisors Inc. | US$702.19M | +US$28.29M+4.20% | 95 | July 14, 2026 |
| 3206 | Summit Wealth Partners, LLC | US$701.92M | +US$70.24M+11.12% | 280 | August 3, 2026 |
| 3207 | 12th Street Asset Management Company, LLC | US$701.82M | +US$90.45M+14.80% | 32 | August 13, 2026 |
| 3208 | Strategic Global Advisors, LLC | US$701.76M | +US$76.32M+12.20% | 129 | August 14, 2026 |
| 3209 | Atlas Wealth LLC | US$701.44M | +US$367.83M+110.26% | 178 | July 28, 2026 |
| 3210 | OAK HILL ADVISORS LP | US$700.91M | −US$177.03M−20.16% | 12 | August 14, 2026 |
| 3211 | American Money Management, LLC | US$700.16M | +US$68.25M+10.80% | 174 | August 13, 2026 |
| 3212 | BWCP, LP | US$700.12M | +US$44.47M+6.78% | 24 | August 14, 2026 |
| 3213 | RAINEY & RANDALL WEALTH ADVISORS INC. | US$699.76M | +US$84.14M+13.67% | 77 | July 24, 2026 |
| 3214 | LARCH CAPITAL PARTNERS LLC | US$699.57M | +US$9.55M+1.38% | 58 | August 17, 2026 |
| 3215 | Probity Advisors, Inc. | US$699.21M | +US$67.96M+10.77% | 232 | July 31, 2026 |
| 3216 | FIDUCIENT ADVISORS LLC | US$698.41M | −US$66.57M−8.70% | 153 | August 7, 2026 |
| 3217 | Tarbox Family Office, Inc. | US$698.17M | +US$82.41M+13.38% | 96 | August 3, 2026 |
| 3218 | Princeton Global Asset Management LLC | US$697.85M | +US$84.91M+13.85% | 831 | July 16, 2026 |
| 3219 | DV EQUITIES, LLC | US$697.67M | No filing last quarter | 107 | August 14, 2026 |
| 3220 | Saturn V Capital Management LP | US$697.47M | +US$145.25M+26.30% | 23 | August 14, 2026 |
| 3221 | Mraz, Amerine & Associates, Inc. | US$697.12M | +US$18.87M+2.78% | 199 | July 16, 2026 |
| 3222 | FINANCIAL MANAGEMENT NETWORK INC | US$696.81M | +US$43.85M+6.72% | 211 | August 6, 2026 |
| 3223 | Crane Advisory, LLC | US$696.59M | +US$28.52M+4.27% | 55 | July 20, 2026 |
| 3224 | Brickley Wealth Management | US$696.37M | +US$113.3M+19.43% | 68 | July 14, 2026 |
| 3225 | IPG Investment Advisors LLC | US$695.86M | +US$113.59M+19.51% | 269 | August 12, 2026 |
| 3226 | Affiance Financial, LLC | US$695.44M | +US$78.33M+12.69% | 111 | July 9, 2026 |
| 3227 | Cornerstone Management, Inc. | US$695.06M | +US$67.5M+10.76% | 67 | July 16, 2026 |
| 3228 | Deltroit Asset Management (UK) LLP | US$694.64M | +US$72.1M+11.58% | 34 | August 14, 2026 |
| 3229 | Aspen Grove Capital, LLC | US$694.48M | +US$180.33M+35.07% | 214 | August 14, 2026 |
| 3230 | Volterra Technologies LP | US$694.42M | −US$128.64M−15.63% | 303 | August 14, 2026 |
| 3231 | Rule One Partners, LLC | US$694.09M | +US$593.4M+589.36% | 14 | August 14, 2026 |
| 3232 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | US$693.88M | +US$68.93M+11.03% | 172 | July 29, 2026 |
| 3233 | TEXAS TREASURY SAFEKEEPING TRUST CO | US$692.12MFiled in thousands, converted | −US$555.78M−44.54% | 6 | August 14, 2026 |
| 3234 | Black Swift Group, LLC | US$692M | +US$120.95M+21.18% | 143 | August 13, 2026 |
| 3235 | PERSONAL CFO SOLUTIONS, LLC | US$691.91M | −US$20.01M−2.81% | 529 | August 7, 2026 |
| 3236 | CORTLAND ASSOCIATES INC/MO | US$691.79M | −US$4.96M−0.71% | 62 | July 28, 2026 |
| 3237 | Blue Fin Capital, Inc. | US$691.76M | +US$82.13M+13.47% | 164 | August 4, 2026 |
| 3238 | SeaBridge Investment Advisors LLC | US$691.59M | +US$100.53M+17.01% | 188 | July 17, 2026 |
| 3239 | Wealth Alliance Advisory Group, LLC | US$691.39M | +US$59.81M+9.47% | 203 | July 23, 2026 |
| 3240 | Ionic Capital Management LLC | US$690.34M | −US$678.01M−49.55% | 120 | August 14, 2026 |
| 3241 | CHICAGO TRUST Co NA | US$690.14M | +US$64.45M+10.30% | 662 | July 16, 2026 |
| 3242 | Heirloom Wealth Management | US$690.02M | +US$134.92M+24.31% | 61 | August 3, 2026 |
| 3243 | Technology Crossover Management IX, Ltd. | US$689.88M | −US$62.29M−8.28% | 6 | August 7, 2026 |
| 3244 | Matrix Trust Co | US$689.54MFiled in thousands, converted | +US$87.49M+14.53% | 101 | July 9, 2026 |
| 3245 | GABELLI & Co INVESTMENT ADVISERS, INC. | US$687.6M | +US$13.45M+2.00% | 316 | August 12, 2026 |
| 3246 | Encompass More Asset Management | US$687.34M | +US$90.81M+15.22% | 283 | July 14, 2026 |
| 3247 | PETTYJOHN, WOOD & WHITE, INC | US$687.33M | +US$59.41M+9.46% | 222 | August 12, 2026 |
| 3248 | LAUREL OAK WEALTH MANAGEMENT, LLC | US$686.52M | +US$91.02M+15.28% | 383 | July 21, 2026 |
| 3249 | Community Financial Services Group, LLC | US$686.35M | +US$118.15M+20.79% | 671 | July 9, 2026 |
| 3250 | Marshall Financial Group, LLC | US$685.71M | +US$61.15M+9.79% | 311 | July 20, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.