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 |
|---|---|---|---|---|---|
| 3301 | ADVOCATE GROUP LLC | US$665.14M | +US$25.78M+4.03% | 122 | July 17, 2026 |
| 3302 | Cantillon Capital Management LLC | US$665.11M | −US$14.39B−95.58% | 27 | July 29, 2026 |
| 3303 | Advisory Resource Group | US$664.96M | +US$83.83M+14.42% | 183 | July 14, 2026 |
| 3304 | Blue Owl Capital Holdings LP | US$664.51M | +US$292.34M+78.55% | 76 | August 11, 2026 |
| 3305 | San Luis Wealth Advisors LLC | US$664.43M | +US$60.06M+9.94% | 187 | July 16, 2026 |
| 3306 | Citizens Business Bank | US$664.08M | +US$53.76M+8.81% | 234 | August 3, 2026 |
| 3307 | MCMORGAN & CO LLC | US$664.04M | +US$45.89M+7.42% | 37 | August 14, 2026 |
| 3308 | CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | US$663.55M | +US$78.57M+13.43% | 143 | August 12, 2026 |
| 3309 | Pacific Capital Wealth Advisors, Inc. | US$663.35M | +US$67.95M+11.41% | 92 | July 9, 2026 |
| 3310 | Bain Capital Prairie, LLC | US$663.15M | −US$2.81M−0.42% | 1 | August 14, 2026 |
| 3311 | Overbrook Management Corp | US$663M | +US$133.54M+25.22% | 68 | July 30, 2026 |
| 3312 | WFM ASIA (BVI) Ltd | US$662.78MFiled in thousands, converted | +US$30.69M+4.86% | 5 | August 11, 2026 |
| 3313 | Wick Capital Partners, LLC | US$662.71M | +US$114.46M+20.88% | 251 | August 14, 2026 |
| 3314 | DUDLEY & SHANLEY, INC. | US$662.29M | +US$51.05M+8.35% | 38 | July 9, 2026 |
| 3315 | Brady Martz Wealth Solutions, LLC | US$662.01M | +US$75.13M+12.80% | 228 | July 23, 2026 |
| 3316 | Factor Wealth Management LTD | US$661.5M | +US$129.83M+24.42% | 170 | July 8, 2026 |
| 3317 | Providence Capital Advisors, LLC | US$660.48M | +US$47.8M+7.80% | 385 | August 11, 2026 |
| 3318 | Beck Bode, LLC | US$660.47M | +US$69.52M+11.76% | 109 | August 13, 2026 |
| 3319 | Ellis Investment Partners, LLC | US$659.97M | +US$83.65M+14.51% | 285 | August 5, 2026 |
| 3320 | Fourth Sail Capital LP | US$659.89M | +US$51.49M+8.46% | 26 | August 5, 2026 |
| 3321 | Partners in Financial Planning | US$659.52M | +US$56.57M+9.38% | 131 | August 10, 2026 |
| 3322 | MinichMacGregor Wealth Management, LLC | US$659.19M | +US$92.48M+16.32% | 150 | July 16, 2026 |
| 3323 | Essex LLC | US$658.75M | +US$92.29M+16.29% | 180 | July 24, 2026 |
| 3324 | West Financial Advisors, LLC | US$658.51M | +US$69.39M+11.78% | 224 | July 8, 2026 |
| 3325 | Pandi, LLC | US$658.3M | +US$48.5M+7.95% | 4 | August 12, 2026 |
| 3326 | Mengis Capital Management, Inc. | US$657.67M | +US$76.66M+13.20% | 218 | July 28, 2026 |
| 3327 | Allen Mooney & Barnes Investment Advisors LLC | US$657.55M | −US$37.75M−5.43% | 152 | July 13, 2026 |
| 3328 | MITCHELL CAPITAL MANAGEMENT CO | US$657.48M | +US$112.49M+20.64% | 117 | July 30, 2026 |
| 3329 | Alpha Omega Wealth Management LLC | US$657.01M | +US$40.25M+6.53% | 208 | July 20, 2026 |
| 3330 | Ritter Daniher Financial Advisory LLC / DE | US$656.81M | +US$67.4M+11.43% | 606 | July 14, 2026 |
| 3331 | CMH Wealth Management LLC | US$655.46M | +US$72.91M+12.52% | 117 | July 9, 2026 |
| 3332 | Clear Trail Advisors, LLC | US$655.17M | +US$54.56M+9.08% | 161 | July 21, 2026 |
| 3333 | Sovereign Financial Group, Inc. | US$654.39M | +US$78.79M+13.69% | 386 | July 24, 2026 |
| 3334 | WealthShield Partners, LLC | US$653.81M | −US$243.82M−27.16% | 379 | August 12, 2026 |
| 3335 | Marble Wealth, LLC | US$653.27M | +US$81.88M+14.33% | 234 | August 7, 2026 |
| 3336 | Endurance Services Ltd | US$653.03M | +US$59.22M+9.97% | 8 | August 11, 2026 |
| 3337 | Crawford Fund Management, LLC | US$652.86M | +US$133.13M+25.62% | 447 | August 14, 2026 |
| 3338 | Stamos Capital Partners, L.P. | US$652.55M | +US$12.88M+2.01% | 140 | August 13, 2026 |
| 3339 | Nordwand Advisors, LLC | US$652.24M | +US$80.5M+14.08% | 146 | August 7, 2026 |
| 3340 | Three Arch Wealth Management LLC | US$651.95M | +US$95.82M+17.23% | 69 | August 6, 2026 |
| 3341 | PRESILIUM PRIVATE WEALTH, LLC | US$651.42M | +US$84.18M+14.84% | 96 | July 22, 2026 |
| 3342 | Garrett Wealth Advisory Group, LLC | US$650.55M | +US$88.12M+15.67% | 150 | August 4, 2026 |
| 3343 | BlueSpruce Investments, LP | US$650.38M | +US$19.13M+3.03% | 18 | August 14, 2026 |
| 3344 | Gibraltar Capital Management, Inc. | US$650.27M | +US$69.64M+11.99% | 125 | July 20, 2026 |
| 3345 | Broad Run Investment Management, LLC | US$649.75M | +US$81.88M+14.42% | 24 | August 14, 2026 |
| 3346 | Onex Canada Asset Management Inc. | US$649.28M | +US$48.14M+8.01% | 80 | August 14, 2026 |
| 3347 | Perennial Advisors, LLC | US$649.22M | +US$61.98M+10.55% | 138 | July 13, 2026 |
| 3348 | Asset Allocation Strategies LLC | US$649.08M | +US$86.01M+15.28% | 177 | August 17, 2026 |
| 3349 | Goodman Financial Corp | US$646.97M | +US$65.07M+11.18% | 73 | July 29, 2026 |
| 3350 | Harvest Investment Services, LLC | US$646.87M | +US$100.19M+18.33% | 383 | August 14, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.