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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.

RankInstitutionHoldings ↓Quarter change
3551Triata Capital LtdUS$588.27M+6.61%
3552NUANCE INVESTMENTS, LLCUS$587.67M−18.05%
3553WestHill Financial Advisors, Inc.US$587.31M+12.31%
3554Curbstone Financial Management CorpUS$586.99M+12.31%
3555WHALEROCK POINT PARTNERS, LLCUS$586.85M+13.26%
3556MFA WEALTH ADVISORS, LLCUS$586.68M+15.44%
3557Davern Capital Partners, LPUS$586.54M+60.90%
3558Running Oak Capital LLCUS$586.53M−20.80%
3559ESL Trust Services, LLCUS$586.53M+12.01%
3560High Note Wealth, LLCUS$586.17M+15.20%
3561REAP Financial Group, LLCUS$585.58M+15.57%
3562Bernardo Wealth Planning LLCUS$585.38M+14.59%
3563HUTCHINSON CAPITAL MANAGEMENT/CAUS$583.67M+7.27%
3564Land & Buildings Investment Management, LLCUS$583.45M−1.34%
3565Div Capital Phoenix Assets LtdUS$583.13M+34.21%
3566Hobart Private Capital, LLCUS$582.88M+14.57%
3567Frisch Financial Group, Inc.US$582.86M+21.85%
3568MAGNOLIA CAPITAL ADVISORS LLCUS$582.67M+14.55%
3569111 CapitalUS$582.14M+43.42%
3570Great Diamond Partners, LLCUS$581.75M+11.98%
3571Liberty Capital Management, Inc.US$581.75MNo filing last quarter
3572MARIETTA INVESTMENT PARTNERS LLCUS$581.69M+16.47%
3573Cambridge Advisors Inc.US$581.68M+12.88%
3574Global Frontier Investments LLCUS$580.98MFiled in thousands, converted−60.32%
3575RETIREMENT INCOME SOLUTIONS, INCUS$580.84M−0.73%
3576Cedar Mountain Advisors, LLCUS$580.73M+13.56%
3577STEMPOINT CAPITAL LPUS$580.52M−44.02%
3578Prosight Management, LPUS$580.35M−4.83%
3579CORRECT CAPITAL WEALTH MANAGEMENTUS$580.03M+8.28%
3580McNamara Financial Services, Inc.US$579.74M+9.71%
3581Praetorian Wealth Management, Inc.US$579.59M+10.15%
3582COFG Advisors, LLCUS$579.36M+43.26%
3583Sixth Street Partners Management Company, L.P.US$579.18M−18.51%
3584Call To Action FoundationUS$578.97M+13.28%
3585Abel Hall, LLCUS$578.7M+23.27%
3586Rezny Wealth Management, Inc.US$578.6M+24.58%
3587Professional Financial Advisors, LLCUS$578.12M+17.71%
3588Intellectus Partners, LLCUS$578.03M+18.00%
3589Allegiance Financial Group Advisory Services LLCUS$577.59M+14.89%
3590HughesLittle Investment Management Ltd.US$577.08M+12.97%
3591Arbiter Partners Capital Management LLCUS$576.26M+230.22%
3592Kozak & Associates, Inc.US$576.14M+12.34%
3593Conrad N. Hilton FoundationUS$575.61M+152.14%
3594Columbia Asset ManagementUS$575.23M+9.55%
3595WINSLOW ASSET MANAGEMENT INCUS$575.14MFiled in thousands, converted+11.74%
3596MSH Capital Advisors LLCUS$574.99M+21.69%
3597M37 Management LPUS$574.73M+129.06%
3598Solidarity Wealth, LLCUS$574.24M+10.27%
3599Serenus Wealth Advisors, LLCUS$572.96M+14.29%
3600Blue Zone Wealth Advisors, LLCUS$572.78M+16.54%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.