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 |
|---|---|---|---|---|---|
| 3401 | Stenger Family Office, LLC | US$629.36M | +US$63.21M+11.17% | 132 | July 13, 2026 |
| 3402 | Formidable Asset Management, LLC | US$628.77M | −US$18.94M−2.92% | 387 | July 17, 2026 |
| 3403 | Park Place Capital Corp | US$628.22M | +US$129.48M+25.96% | 2,370 | August 14, 2026 |
| 3404 | D L CARLSON INVESTMENT GROUP INC | US$628.15M | +US$46.35M+7.97% | 133 | August 11, 2026 |
| 3405 | RBO & CO LLC | US$628.13M | +US$8.52M+1.38% | 56 | August 13, 2026 |
| 3406 | MARINO, STRAM & ASSOCIATES LLC | US$627.76M | +US$71.17M+12.79% | 202 | July 24, 2026 |
| 3407 | Elk River Wealth Management LLC | US$627.71M | +US$25.53M+4.24% | 103 | August 12, 2026 |
| 3408 | FFT WEALTH MANAGEMENT LLC | US$627.28M | +US$74.95M+13.57% | 95 | July 27, 2026 |
| 3409 | SATOVSKY ASSET MANAGEMENT LLC | US$627.18M | +US$60.69M+10.71% | 74 | August 13, 2026 |
| 3410 | PKS Advisory Services, LLC | US$626.58M | +US$196.33M+45.63% | 380 | August 4, 2026 |
| 3411 | Paradice Investment Management LLC | US$626.53M | +US$94.16M+17.69% | 21 | August 5, 2026 |
| 3412 | BRIGHT VALLEY CAPITAL Ltd | US$626M | +US$472.56M+307.98% | 21 | August 13, 2026 |
| 3413 | Fortis Group Advisors, LLC | US$625.94M | +US$21.21M+3.51% | 708 | July 24, 2026 |
| 3414 | LMG Wealth Partners, LLC | US$625.8M | +US$77.06M+14.04% | 166 | August 12, 2026 |
| 3415 | Bellecapital International Ltd. | US$625.43M | +US$71.17M+12.84% | 123 | July 22, 2026 |
| 3416 | THIRD AVENUE MANAGEMENT LLC | US$625.34M | +US$9.31M+1.51% | 55 | August 12, 2026 |
| 3417 | RAM Investment Partners, LLC | US$625.27M | +US$55.94M+9.83% | 127 | July 29, 2026 |
| 3418 | Chemistry Wealth Management LLC | US$625.15M | +US$56.61M+9.96% | 210 | July 9, 2026 |
| 3419 | Avidity Partners Management LP | US$624.44M | −US$311.26M−33.26% | 45 | August 14, 2026 |
| 3420 | Davidson Capital Management Inc. | US$624.23M | +US$72.32M+13.10% | 96 | July 28, 2026 |
| 3421 | Spinnaker Investment Group, LLC | US$624.08M | +US$133.13M+27.12% | 179 | July 10, 2026 |
| 3422 | Pettinga Financial Advisors LLC | US$623.93M | +US$92.74M+17.46% | 157 | July 9, 2026 |
| 3423 | East Coast Asset Management, LLC. | US$623.91M | +US$65.46M+11.72% | 81 | October 26, 2026 |
| 3424 | AMARILLO NATIONAL BANK | US$623.84M | +US$57.64M+10.18% | 156 | July 15, 2026 |
| 3425 | Proactive Wealth Strategies LLC | US$623.16M | +US$91.14M+17.13% | 222 | August 10, 2026 |
| 3426 | TB Alternative Assets Ltd. | US$623.05M | +US$141.97M+29.51% | 34 | July 17, 2026 |
| 3427 | TruNorth Capital Management, LLC | US$622.61M | +US$101.01M+19.37% | 123 | July 23, 2026 |
| 3428 | Parkwoods Wealth Partners, LLC | US$622.45M | +US$214.53M+52.59% | 172 | July 27, 2026 |
| 3429 | Lind Value II ApS | US$622.03M | +US$171.21M+37.98% | 7 | August 13, 2026 |
| 3430 | Accel Leaders 3 Associates L.P. | US$621.91M | +US$388.25M+166.16% | 1 | August 12, 2026 |
| 3431 | FLC Capital Advisors | US$621.7M | +US$61.52M+10.98% | 236 | July 20, 2026 |
| 3432 | ELEMENT POINTE ADVISORS, LLC | US$621.08M | +US$91.12M+17.19% | 90 | August 7, 2026 |
| 3433 | RIT CAPITAL PARTNERS PLC | US$620.63M | +US$246.54M+65.91% | 13 | August 11, 2026 |
| 3434 | Intel Corp | US$620.62M | +US$150.61M+32.04% | 3 | August 14, 2026 |
| 3435 | BRANDYWINE TRUST CO | US$620.57M | +US$68.8M+12.47% | 33 | August 14, 2026 |
| 3436 | KPS Global Asset Management UK Ltd | US$620.05M | +US$1.27M+0.21% | 4 | July 20, 2026 |
| 3437 | Te Ahumairangi Investment Management Ltd | US$619.95M | +US$22.91M+3.84% | 86 | August 13, 2026 |
| 3438 | Baker Chad R | US$619.69M | +US$89.54M+16.89% | 51 | July 16, 2026 |
| 3439 | Performa Ltd (US), LLC | US$619.67M | +US$177.72M+40.21% | 49 | August 3, 2026 |
| 3440 | ROBOTTI ROBERT | US$619.51M | −US$21.73M−3.39% | 80 | August 10, 2026 |
| 3441 | Great Point Wealth Advisors, LLC | US$619.16M | +US$77.48M+14.30% | 70 | July 23, 2026 |
| 3442 | Mason & Associates Inc | US$619.04M | +US$86.94M+16.34% | 161 | July 23, 2026 |
| 3443 | First PREMIER Bank | US$618.64MFiled in thousands, converted | +US$185.43M+42.80% | 561 | July 15, 2026 |
| 3444 | KCM Capital Inc | US$617.89M | −US$3.84M−0.62% | 33 | August 12, 2026 |
| 3445 | KEB ASSET MANAGEMENT, LLC | US$617.81M | +US$95.86M+18.37% | 137 | July 14, 2026 |
| 3446 | CacheTech Inc. | US$617.53M | +US$98.61M+19.00% | 169 | August 11, 2026 |
| 3447 | Halter Ferguson Financial Inc. | US$617.39M | +US$161.76M+35.50% | 36 | August 3, 2026 |
| 3448 | Sunburst Financial Group, LLC | US$617.31M | +US$74.38M+13.70% | 134 | July 8, 2026 |
| 3449 | SAGE RHINO CAPITAL LLC | US$617.21M | +US$82.6M+15.45% | 385 | August 3, 2026 |
| 3450 | SMI Advisory Services, LLC | US$617.02M | +US$10.09M+1.66% | 86 | July 9, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.