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 |
|---|---|---|---|---|---|
| 3351 | JB CAPITAL PARTNERS LP | US$646.39M | +US$65.88M+11.35% | 87 | August 11, 2026 |
| 3352 | Broderick Brian C | US$646.11M | +US$103.77M+19.13% | 346 | August 11, 2026 |
| 3353 | Concord Asset Management, LLC/VA | US$645.82M | +US$53.99M+9.12% | 126 | July 27, 2026 |
| 3354 | Legacy Financial Strategies, LLC | US$645.66M | +US$91.49M+16.51% | 152 | July 21, 2026 |
| 3355 | Advisors Preferred, LLC | US$645.56M | −US$33.43M−4.92% | 222 | August 11, 2026 |
| 3356 | Patient Square Capital LP | US$645.52M | +US$81.92M+14.53% | 23 | August 12, 2026 |
| 3357 | Waterfront Wealth Inc. | US$645.49M | +US$100.85M+18.52% | 298 | July 30, 2026 |
| 3358 | MAYPORT, LLC | US$644.81M | +US$106.85M+19.86% | 134 | August 7, 2026 |
| 3359 | Harfst & Associates, Inc. | US$643.4M | +US$83.2M+14.85% | 124 | July 31, 2026 |
| 3360 | SCHMIDT P J INVESTMENT MANAGEMENT INC | US$643.33M | +US$48.72M+8.19% | 215 | July 29, 2026 |
| 3361 | Patten Group, Inc. | US$643.31M | +US$68.03M+11.83% | 482 | August 6, 2026 |
| 3362 | Centric Wealth Management | US$643.18M | +US$142.27M+28.40% | 233 | August 6, 2026 |
| 3363 | UPTICK PARTNERS, LLC | US$643.03M | +US$141.3M+28.16% | 384 | August 10, 2026 |
| 3364 | Foresite Capital Management VI LLC | US$642.58M | +US$182.3M+39.61% | 23 | August 14, 2026 |
| 3365 | GenWealth Group, Inc. | US$641.84M | +US$57.35M+9.81% | 89 | July 10, 2026 |
| 3366 | MARTIN & CO INC /TN/ | US$640.11M | +US$52.68M+8.97% | 100 | August 12, 2026 |
| 3367 | ARTHUR M. COHEN & ASSOCIATES, LLC | US$640.04M | +US$77.49M+13.77% | 139 | August 11, 2026 |
| 3368 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | US$639.1M | +US$14.11M+2.26% | 40 | August 7, 2026 |
| 3369 | Financial Strategies Group, Inc. | US$638.89M | +US$41.14M+6.88% | 100 | August 11, 2026 |
| 3370 | Ironwood Financial, llc | US$638.74M | +US$66.02M+11.53% | 179 | July 17, 2026 |
| 3371 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | US$638.57M | +US$71.83M+12.67% | 241 | August 7, 2026 |
| 3372 | Scott Capital Advisors, LLC | US$638.51M | +US$145.32M+29.47% | 66 | July 10, 2026 |
| 3373 | Adventist Health System/ West | US$638.13M | +US$74.22M+13.16% | 12 | August 14, 2026 |
| 3374 | Grey Fox Wealth Advisors, LLC | US$637.4M | +US$119.4M+23.05% | 227 | July 17, 2026 |
| 3375 | Sky Investment Group LLC | US$636.94M | +US$53.54M+9.18% | 146 | July 20, 2026 |
| 3376 | Sunriver Management LLC | US$636.84M | +US$45.49M+7.69% | 21 | August 13, 2026 |
| 3377 | Leonard Rickey Investment Advisors P.L.L.C. | US$636.79M | +US$58.92M+10.20% | 125 | July 23, 2026 |
| 3378 | MILESTONE ASSET MANAGEMENT, LLC | US$636.04M | +US$93.51M+17.24% | 330 | July 15, 2026 |
| 3379 | Maytus Capital Management, LLC | US$635.73M | +US$73.79M+13.13% | 62 | August 14, 2026 |
| 3380 | Martel Wealth Advisors LLC | US$635.69M | +US$48.21M+8.21% | 61 | July 13, 2026 |
| 3381 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | US$635.37M | +US$51.65M+8.85% | 146 | July 30, 2026 |
| 3382 | Tetragon Partners GP Ltd | US$635.06M | +US$119.95M+23.29% | 43 | August 13, 2026 |
| 3383 | Golden Reserve Retirement LLC | US$634.93M | +US$150.26M+31.00% | 112 | August 4, 2026 |
| 3384 | GOULD ASSET MANAGEMENT LLC /CA/ | US$634.78M | +US$59.07M+10.26% | 176 | August 6, 2026 |
| 3385 | Altiora Financial Group, LLC | US$634.46M | +US$27.35M+4.51% | 114 | August 10, 2026 |
| 3386 | BOCHK Asset Management Ltd | US$634.07M | +US$150.8M+31.20% | 144 | July 31, 2026 |
| 3387 | AEGIS FINANCIAL CORP | US$633.22M | +US$52.74M+9.09% | 39 | August 12, 2026 |
| 3388 | New Harbor Financial Group, LLC | US$632.91M | +US$65.42M+11.53% | 68 | July 23, 2026 |
| 3389 | KAHN BROTHERS GROUP INC | US$632.67M | +US$68.61M+12.16% | 48 | August 17, 2026 |
| 3390 | Drucker Wealth 3.0, LLC | US$632.33M | +US$59.54M+10.40% | 569 | July 13, 2026 |
| 3391 | Delaney Capital Management Ltd. | US$632.2M | +US$9.77M+1.57% | 53 | August 14, 2026 |
| 3392 | JSF Financial, LLC | US$632.16M | +US$122.08M+23.93% | 142 | July 28, 2026 |
| 3393 | GRACE & WHITE INC /NY | US$632M | +US$65.77M+11.62% | 133 | July 17, 2026 |
| 3394 | Peak Retirement Planning, Inc. | US$631.63M | +US$130.15M+25.95% | 194 | August 10, 2026 |
| 3395 | Kesler, Norman & Wride, LLC | US$631.42M | +US$50.68M+8.73% | 271 | July 23, 2026 |
| 3396 | Generali Powszechne Towarzystwo Emerytalne | US$631.07M | +US$65.5M+11.58% | 25 | July 22, 2026 |
| 3397 | Machina Capital S.A.S. | US$631.05M | +US$122.62M+24.12% | 368 | August 10, 2026 |
| 3398 | Atlanta Consulting Group Advisors, LLC | US$630.8M | +US$165.51M+35.57% | 185 | August 14, 2026 |
| 3399 | Trails Edge Capital Partners, LP | US$629.91M | +US$193.38M+44.30% | 35 | August 14, 2026 |
| 3400 | St. James Investment Company, LLC | US$629.77M | −US$8.64M−1.35% | 24 | August 11, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.