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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
3251TOEWS CORP /ADVUS$685.71M+164.54%
3252Blume Capital Management, Inc.US$683.71M+16.26%
3253BURLING WEALTH PARTNERS, LLCUS$683.37M+10.52%
3254Asset Management Group, Inc.US$683.25M+10.47%
3255CALTON & ASSOCIATES, INC.US$682.84M−1.88%
3256Calydon CapitalUS$682.56M+11.41%
3257Beacon Capital Management, LLCUS$682.52M+20.44%
3258WILSEY ASSET MANAGEMENT INCUS$680.96M+6.77%
3259Bell Investment Advisors, IncUS$680.83M+6.52%
3260Oliver Luxxe Assets LLCUS$680.34M+1.87%
3261Peak Asset Management, LLCUS$680.21M+19.99%
3262First Bank & TrustUS$680.02M+9.54%
3263SevenBridge Financial Group, LLCUS$679.82M+6.27%
3264Citizens National Bank Trust DepartmentUS$679.72M+13.17%
3265Spectrum Financial Alliance Ltd LLCUS$679.48M+30.59%
3266BOURGEON CAPITAL MANAGEMENT LLCUS$679.19M+17.53%
3267Maia Wealth LLCUS$678.92M+14.83%
3268Huber Capital Management LLCUS$678.52M+4.80%
3269Atlas Legacy Advisors, LLCUS$677.55M+23.27%
3270ASHTON THOMAS SECURITIES, LLCUS$677.09M−15.07%
3271DELTEC ASSET MANAGEMENT LLCUS$677.02M+24.14%
3272Elwood & Goetz Wealth Advisory Group, LLCUS$675.99M+14.74%
3273Tempo Wealth, LLCUS$675.2M+17.75%
3274CADINHA & CO LLCUS$675.15M+25.78%
3275Bellwether Advisors, LLCUS$675.04M+14.38%
3276Carrera Capital AdvisorsUS$674.85M+3.96%
3277WPWealth LLPUS$673.88M+3.00%
3278ORRSTOWN FINANCIAL SERVICES INCUS$673.66M+12.75%
3279Vertex Planning Partners, LLCUS$673.46M+30.80%
3280Truvestments Capital LLCUS$673.15M+21.40%
3281PAX Financial Group, LLCUS$672.96M+14.79%
3282MYDA Advisors LLCUS$671.87M+10.53%
3283Curran Financial Partners, LLCUS$671.81M+20.27%
3284MA Private WealthUS$671.36M+13.53%
3285PREVAIL INNOVATIVE WEALTH ADVISORS, LLCUS$671.34M+12.99%
3286Avenir Tech LtdUS$670.96M−15.02%
3287Armbruster Capital Management, Inc.US$670.79M+9.93%
3288Square Wave Capital, LLCUS$670.3M+62.15%
3289FOUNDERS CAPITAL MANAGEMENT, LLCUS$670.06M+10.14%
3290STRATEGY ASSET MANAGERS LLCUS$669.72M+9.91%
3291Saraza Management, LPUS$669.72M+180.67%
3292Verum Partners LLCUS$668.62M+26.99%
3293Montecito Bank & TrustUS$668.41M+10.05%
3294General Pension Society PZU Joint Stock CoUS$668.15M+2.12%
3295Ascentis Wealth Management, LLCUS$667.34M+31.27%
3296Vancity Investment Management LtdUS$666.43MFiled in thousands, converted+5.89%
3297Annis Gardner Whiting Capital Advisors, LLCUS$666.28M+6.69%
3298STEGINSKY CAPITAL LLCUS$666.25MFiled in thousands, converted+10.11%
3299CAPITAL MANAGEMENT CORP /VAUS$666.25M+13.86%
3300Cynosure Group, LLCUS$665.53M−16.84%

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.