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 |
|---|---|---|---|---|---|
| 3501 | Varenne Capital Partners | US$603.32M | +US$190.28M+46.07% | 30 | August 10, 2026 |
| 3502 | Eagle Health Investments LP | US$603.31M | +US$31.52M+5.51% | 27 | August 10, 2026 |
| 3503 | Perkins Coie Trust Co | US$603.28M | +US$83.19M+16.00% | 260 | July 9, 2026 |
| 3504 | FOX RUN MANAGEMENT, L.L.C. | US$603.27M | +US$31.66M+5.54% | 891 | August 4, 2026 |
| 3505 | Oakwell Private Wealth Management, LLC | US$603.17M | +US$42.97M+7.67% | 83 | August 3, 2026 |
| 3506 | Fund 1 Investments, LLC | US$603.06M | −US$268.96M−30.84% | 47 | August 14, 2026 |
| 3507 | GSK plc | US$602.22M | +US$3.07M+0.51% | 13 | August 13, 2026 |
| 3508 | Family Investment Center, Inc. | US$602.2M | +US$82.59M+15.89% | 120 | July 23, 2026 |
| 3509 | Westover Capital Advisors, LLC | US$601.93M | +US$58.53M+10.77% | 240 | August 4, 2026 |
| 3510 | PRECEDENT WEALTH PARTNERS, LLC | US$601.38M | +US$101.78M+20.37% | 207 | July 21, 2026 |
| 3511 | Marotta Asset Management | US$600.93M | +US$57.83M+10.65% | 103 | July 9, 2026 |
| 3512 | Kendall Capital Management | US$600.36M | +US$112.41M+23.04% | 236 | August 12, 2026 |
| 3513 | HOLDERNESS INVESTMENTS CO | US$599.81M | +US$101.86M+20.46% | 261 | August 12, 2026 |
| 3514 | Manhattan West Asset Management, LLC | US$598.9M | +US$87.67M+17.15% | 185 | August 11, 2026 |
| 3515 | Whitaker-Myers Wealth Managers, LTD. | US$598.76M | +US$97.14M+19.37% | 113 | July 9, 2026 |
| 3516 | Systelligence, LLC | US$598.72M | +US$84.34M+16.40% | 62 | July 14, 2026 |
| 3517 | Sterling Investment Advisors, Ltd. | US$598.7M | +US$46.34M+8.39% | 228 | July 28, 2026 |
| 3518 | Iowa State Bank | US$598.39M | +US$54.95M+10.11% | 120 | July 28, 2026 |
| 3519 | VALUE HOLDINGS MANAGEMENT CO. LLC | US$598.35MFiled in thousands, converted | −US$18.41M−2.99% | 24 | August 11, 2026 |
| 3520 | GWN SECURITIES INC. | US$598.02M | +US$75.41M+14.43% | 486 | August 5, 2026 |
| 3521 | Meiji Yasuda America Inc | US$597.57M | +US$193.13M+47.75% | 57 | July 28, 2026 |
| 3522 | Woodson Capital Management, LP | US$597.41M | −US$38.65M−6.08% | 26 | August 14, 2026 |
| 3523 | Affinity Partners GP LP | US$596.83M | −US$37.93M−5.98% | 3 | November 5, 2026 |
| 3524 | Lodge Hill Capital, LLC | US$596.36M | +US$78.51M+15.16% | 27 | August 14, 2026 |
| 3525 | Tufton Capital Management | US$596.06M | +US$46.32M+8.43% | 127 | July 27, 2026 |
| 3526 | WEST PACES ADVISORS INC. | US$596.03M | +US$79.85M+15.47% | 765 | July 20, 2026 |
| 3527 | ABLE Financial Group, LLC | US$595.87M | +US$84.74M+16.58% | 222 | July 22, 2026 |
| 3528 | Phraction Management LLC | US$595.54M | +US$112.66M+23.33% | 66 | July 20, 2026 |
| 3529 | Rockport Wealth LLC | US$595.27M | +US$46.01M+8.38% | 110 | July 27, 2026 |
| 3530 | SOA Wealth Advisors, LLC. | US$595.06M | +US$65.27M+12.32% | 892 | July 21, 2026 |
| 3531 | Covenant Asset Management, LLC | US$594.59M | −US$69.63M−10.48% | 164 | July 20, 2026 |
| 3532 | Edge Wealth Management LLC | US$593.95M | +US$9.08M+1.55% | 87 | July 9, 2026 |
| 3533 | RPTC Inc. | US$593.78M | +US$23.04M+4.04% | 7 | August 14, 2026 |
| 3534 | KIRR MARBACH & CO LLC /IN/ | US$593.77M | +US$45.04M+8.21% | 57 | July 14, 2026 |
| 3535 | ALM First Financial Advisors, LLC | US$593.62M | +US$36.17M+6.49% | 22 | July 10, 2026 |
| 3536 | Darwin Wealth Management, LLC | US$593.47M | +US$272.45M+84.87% | 122 | July 21, 2026 |
| 3537 | JMAC ENTERPRISES LLC | US$593.47M | +US$71.37M+13.67% | 122 | July 28, 2026 |
| 3538 | Science & Technology Partners, L.P. | US$593.32M | +US$211.17M+55.26% | 85 | August 14, 2026 |
| 3539 | Astoria Portfolio Advisors LLC. | US$592.98M | +US$123.05M+26.18% | 360 | July 28, 2026 |
| 3540 | Matthew Goff Investment Advisor, LLC | US$592.62M | −US$7.24M−1.21% | 91 | July 8, 2026 |
| 3541 | FLORIDA FINANCIAL ADVISORS, LLC | US$591.77M | +US$173.76M+41.57% | 362 | August 10, 2026 |
| 3542 | STUDIO INVESTMENT MANAGEMENT LLC | US$591.71M | +US$37.06M+6.68% | 181 | July 31, 2026 |
| 3543 | DUNCKER STREETT & CO INC | US$590.78M | +US$64.65M+12.29% | 521 | July 28, 2026 |
| 3544 | Anatole Investment Management Ltd | US$589.79M | −US$126.49M−17.66% | 13 | August 14, 2026 |
| 3545 | Dorsey Wright & Associates | US$589.78M | −US$217.18M−26.91% | 131 | August 6, 2026 |
| 3546 | Estuary Capital Management LP | US$589.31M | −US$8.35M−1.40% | 21 | August 14, 2026 |
| 3547 | CenterStar Asset Management, LLC | US$588.94M | −US$208.55M−26.15% | 234 | August 5, 2026 |
| 3548 | Aspen Wealth Management LLC | US$588.75M | +US$87.53M+17.46% | 132 | July 31, 2026 |
| 3549 | Solel Partners LP | US$588.49M | +US$120.82M+25.83% | 24 | August 14, 2026 |
| 3550 | New World Advisors LLC | US$588.36M | +US$19.58M+3.44% | 125 | August 12, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.