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 |
|---|---|---|---|---|---|
| 3601 | LYNCH & ASSOCIATES/IN | US$572.51M | +US$39.94M+7.50% | 129 | July 13, 2026 |
| 3602 | Trust Co of Tennessee | US$572.26M | +US$35.23M+6.56% | 8 | July 30, 2026 |
| 3603 | Southland Equity Partners LLC | US$571.01M | +US$57.94M+11.29% | 306 | July 13, 2026 |
| 3604 | Sanchez Wealth Management Group | US$570.7M | +US$108.34M+23.43% | 52 | July 27, 2026 |
| 3605 | PCM Encore, LLC | US$569.17M | +US$83.09M+17.09% | 459 | August 11, 2026 |
| 3606 | OCO Capital Partners, L.P. | US$568.98M | +US$161.04M+39.48% | 5 | July 27, 2026 |
| 3607 | Mission Creek Capital Partners, Inc. | US$568.93M | +US$67.67M+13.50% | 231 | August 14, 2026 |
| 3608 | CHAPIN DAVIS, INC. | US$568.58M | +US$119.97M+26.74% | 256 | July 7, 2026 |
| 3609 | Single Point Partners, LLC | US$568.02M | +US$65.47M+13.03% | 103 | July 16, 2026 |
| 3610 | Panview Capital Ltd | US$567.96M | +US$100.75M+21.56% | 14 | August 13, 2026 |
| 3611 | Horiko Capital Management LLC | US$567.8M | +US$134.29M+30.98% | 17 | August 13, 2026 |
| 3612 | Weil Company, Inc. | US$567.68M | +US$122.33M+27.47% | 133 | August 5, 2026 |
| 3613 | Insight Advisors, LLC/ PA | US$567.26M | +US$41.79M+7.95% | 241 | August 5, 2026 |
| 3614 | Crossingbridge Advisors, LLC | US$566.98M | +US$14.24M+2.58% | 152 | August 13, 2026 |
| 3615 | Clarity Wealth Advisors, LLC | US$566.73M | +US$80.36M+16.52% | 117 | July 24, 2026 |
| 3616 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | US$566.08M | +US$78.01M+15.98% | 391 | July 9, 2026 |
| 3617 | DCF Advisers, LLC | US$565.76M | +US$190.62M+50.81% | 93 | August 10, 2026 |
| 3618 | Legacy Trust | US$565.6M | +US$562.5M+18177.31% | 210 | July 31, 2026 |
| 3619 | BetterWealth, LLC | US$565.26M | +US$55.5M+10.89% | 86 | July 22, 2026 |
| 3620 | Primavera Capital Management Ltd | US$565.07M | −US$82.84M−12.79% | 5 | August 13, 2026 |
| 3621 | LATHROP INVESTMENT MANAGEMENT CO | US$565.04MFiled in thousands, converted | +US$30.69M+5.74% | 89 | August 10, 2026 |
| 3622 | Amberjack Capital Partners, L.P. | US$564.38M | +US$9.33M+1.68% | 1 | November 2, 2026 |
| 3623 | IDG China Capital Fund III Associates L.P. | US$564.01M | −US$304.31M−35.05% | 2 | August 7, 2026 |
| 3624 | MANCHESTER FINANCIAL INC | US$562.56M | +US$41.55M+7.97% | 145 | July 17, 2026 |
| 3625 | Tradewinds Capital Management, LLC | US$562.55M | +US$59.01M+11.72% | 715 | July 24, 2026 |
| 3626 | SACHEM HILL LLC | US$562.54M | +US$46.27M+8.96% | 67 | August 11, 2026 |
| 3627 | Ramsay, Stattman, Vela & Price, Inc. | US$562.15M | +US$55.82M+11.02% | 84 | August 4, 2026 |
| 3628 | Lincoln Capital LLC | US$562M | +US$34.22M+6.48% | 137 | July 7, 2026 |
| 3629 | Leading Edge Financial Planning LLC | US$561.56M | +US$86.32M+18.16% | 78 | August 6, 2026 |
| 3630 | Ma Investment Partnership, LP | US$561.43M | +US$353.46M+169.95% | 13 | August 17, 2026 |
| 3631 | Arosa Capital Management LP | US$561.07M | −US$99.32M−15.04% | 52 | August 14, 2026 |
| 3632 | DRIVE WEALTH MANAGEMENT, LLC | US$561.02M | +US$87.16M+18.39% | 880 | July 22, 2026 |
| 3633 | WESPAC Advisors SoCal, LLC | US$560.34M | +US$90.11M+19.16% | 122 | July 16, 2026 |
| 3634 | NatWest Group plc | US$560.31M | +US$98.07M+21.22% | 87 | August 10, 2026 |
| 3635 | Riggs Asset Managment Co. Inc. | US$560.11M | +US$74.46M+15.33% | 132 | July 29, 2026 |
| 3636 | OKABENA INVESTMENT SERVICES INC | US$559.99M | +US$41.09M+7.92% | 145 | August 4, 2026 |
| 3637 | University of Illinois Foundation | US$559.77M | +US$72.35M+14.84% | 29 | August 12, 2026 |
| 3638 | OPAL CAPITAL LLC | US$559.67M | −US$5.01M−0.89% | 138 | August 5, 2026 |
| 3639 | EQUITEC PROPRIETARY MARKETS, LLC | US$559.32M | +US$372.21M+198.93% | 98 | July 20, 2026 |
| 3640 | SOROS CAPITAL MANAGEMENT LLC | US$559.28M | +US$329.37M+143.26% | 58 | August 14, 2026 |
| 3641 | Bleichroeder LP | US$558.94M | −US$19.64M−3.39% | 78 | August 13, 2026 |
| 3642 | Noble Family Wealth, LLC | US$558.89M | +US$74.47M+15.37% | 74 | August 4, 2026 |
| 3643 | Investors Research Corp | US$558.78M | +US$35.51M+6.79% | 805 | July 10, 2026 |
| 3644 | Palidye Holdings (Caymans) Ltd | US$558.59M | +US$19.63M+3.64% | 12 | August 13, 2026 |
| 3645 | BRASADA CAPITAL MANAGEMENT, LP | US$558.49M | +US$13.35M+2.45% | 152 | August 17, 2026 |
| 3646 | Frontier Asset Management, LLC | US$558.32M | +US$81.33M+17.05% | 90 | August 6, 2026 |
| 3647 | Wealth Dimensions Group, Ltd. | US$558.31M | +US$49.97M+9.83% | 179 | July 22, 2026 |
| 3648 | Strong Tower Advisory Services | US$558.06M | +US$26.65M+5.02% | 94 | July 13, 2026 |
| 3649 | Moody Aldrich Partners LLC | US$556.6M | +US$2.08M+0.37% | 175 | July 15, 2026 |
| 3650 | Foresight Group Ltd Liability Partnership | US$555.76M | −US$10.45M−1.85% | 62 | July 27, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.