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 |
|---|---|---|---|---|---|
| 3451 | Financial Gravity Companies, Inc. | US$616.35M | No filing last quarter | 1,040 | August 5, 2026 |
| 3452 | Birnam Oak Advisors, LP | US$616.12M | +US$175.47M+39.82% | 60 | August 14, 2026 |
| 3453 | Intelligence Driven Advisers, LLC | US$615.99M | +US$42.39M+7.39% | 140 | August 6, 2026 |
| 3454 | Baring Fintech Fund III Managers Ltd | US$615.74M | −US$277.69M−31.08% | 1 | August 13, 2026 |
| 3455 | Alpine Global Management, LLC | US$615.36M | −US$52.57M−7.87% | 275 | August 14, 2026 |
| 3456 | TLWM | US$614.94M | +US$59.79M+10.77% | 77 | July 7, 2026 |
| 3457 | Odyssean, LLC | US$614.88M | +US$340.96M+124.47% | 485 | August 14, 2026 |
| 3458 | Financial Security Advisor, Inc. | US$614.78M | +US$70.33M+12.92% | 161 | August 11, 2026 |
| 3459 | AIRE ADVISORS, LLC | US$614.72M | +US$68.08M+12.45% | 179 | August 14, 2026 |
| 3460 | All Terrain Financial Advisors, LLC | US$614.65M | +US$189.47M+44.56% | 158 | August 11, 2026 |
| 3461 | Conrad Siegel Investment Advisors, Inc. | US$614.62M | +US$60.57M+10.93% | 74 | July 17, 2026 |
| 3462 | Platform Technology Partners | US$613.66M | +US$94.93M+18.30% | 387 | July 24, 2026 |
| 3463 | Sands Capital Alternatives, LLC | US$613.55M | +US$192.35M+45.67% | 24 | August 13, 2026 |
| 3464 | Turim 21 Investimentos Ltda. | US$613.26M | +US$214.66M+53.85% | 122 | August 10, 2026 |
| 3465 | Drake & Associates, LLC | US$613.14M | +US$88.38M+16.84% | 108 | August 10, 2026 |
| 3466 | Balefire, LLC | US$612.92M | +US$82.2M+15.49% | 475 | July 7, 2026 |
| 3467 | M. Kulyk & Associates, LLC | US$612.87M | +US$77.07M+14.38% | 113 | August 7, 2026 |
| 3468 | Fonville Wealth Management LLC | US$612.33M | +US$87.01M+16.56% | 147 | July 28, 2026 |
| 3469 | Twele Capital Management, Inc. | US$612.26M | +US$51.4M+9.16% | 40 | July 14, 2026 |
| 3470 | JACOBSON & SCHMITT ADVISORS, LLC | US$612.15M | +US$60.8M+11.03% | 81 | July 14, 2026 |
| 3471 | SkyOak Wealth, LLC | US$612.09M | +US$66.02M+12.09% | 252 | July 30, 2026 |
| 3472 | West Wealth Group, LLC | US$611.27M | +US$105.26M+20.80% | 143 | August 6, 2026 |
| 3473 | Key Financial Inc | US$610.56M | +US$48.77M+8.68% | 1,400 | July 24, 2026 |
| 3474 | Integrated Quantitative Investments LLC | US$610.49M | +US$59.2M+10.74% | 373 | August 14, 2026 |
| 3475 | Addison Capital Co | US$610.38M | +US$48.2M+8.57% | 184 | August 4, 2026 |
| 3476 | Grant Street Asset Management, Inc. | US$610.37M | +US$91.32M+17.59% | 92 | August 5, 2026 |
| 3477 | CHILDRESS CAPITAL ADVISORS, LLC | US$610.36M | +US$55.38M+9.98% | 378 | July 27, 2026 |
| 3478 | Francis Financial, Inc. | US$610.36M | +US$70.93M+13.15% | 250 | August 10, 2026 |
| 3479 | Portfolio Design Labs, LLC | US$609.99M | +US$47.68M+8.48% | 227 | August 11, 2026 |
| 3480 | Palogic Value Management, L.P. | US$609.75M | +US$373M+157.55% | 392 | September 9, 2026 |
| 3481 | Gibson Capital, LLC | US$609.51M | +US$72.26M+13.45% | 141 | August 13, 2026 |
| 3482 | Mattern Wealth Management LLC | US$609.34M | +US$96.46M+18.81% | 183 | July 23, 2026 |
| 3483 | Sompo Asset Management Co., Ltd. | US$609.24M | +US$64.49M+11.84% | 177 | July 14, 2026 |
| 3484 | Crusonia Wealth Advisors LLC | US$609.17M | +US$123.99M+25.55% | 313 | July 30, 2026 |
| 3485 | SUMMIT PARTNERS L P | US$608.92M | −US$61.23M−9.14% | 5 | July 30, 2026 |
| 3486 | Ellsworth Advisors, LLC | US$608.55M | +US$76.34M+14.34% | 182 | July 16, 2026 |
| 3487 | Delta Investment Management, LLC | US$607.67M | +US$48.86M+8.74% | 293 | August 13, 2026 |
| 3488 | MASON CAPITAL MANAGEMENT LLC | US$607.02M | −US$5.83M−0.95% | 9 | August 14, 2026 |
| 3489 | Conifer Management, L.L.C. | US$606.66M | +US$82.83M+15.81% | 6 | August 13, 2026 |
| 3490 | SKBA CAPITAL MANAGEMENT LLC | US$606.04M | −US$122.4M−16.80% | 79 | August 11, 2026 |
| 3491 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | US$606.03M | +US$44.58M+7.94% | 79 | July 31, 2026 |
| 3492 | Seven Fleet Capital Management LP | US$605.92M | +US$287.66M+90.39% | 114 | August 17, 2026 |
| 3493 | BANC FUNDS CO LLC | US$605.45M | +US$68.26M+12.71% | 92 | August 13, 2026 |
| 3494 | Verbena Value LP | US$605.26M | −US$5.69M−0.93% | 31 | August 14, 2026 |
| 3495 | Requisite Capital Management, LLC | US$605.02M | +US$68.32M+12.73% | 127 | August 7, 2026 |
| 3496 | VeraBank, N.A. | US$604.42M | +US$58.1M+10.63% | 244 | August 6, 2026 |
| 3497 | ERn Financial, LLC | US$604.32M | +US$72.53M+13.64% | 161 | July 23, 2026 |
| 3498 | Sio Capital Management, LLC | US$604.29M | −US$93.01M−13.34% | 59 | August 14, 2026 |
| 3499 | Morse Asset Management, Inc | US$603.84M | +US$122.72M+25.51% | 415 | August 13, 2026 |
| 3500 | ADVISORS MANAGEMENT GROUP INC /ADV | US$603.56MFiled in thousands, converted | +US$55.06M+10.04% | 159 | August 4, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.