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 |
|---|---|---|---|---|---|
| 3651 | Northwest Bancshares, Inc. | US$555.49M | +US$53.05M+10.56% | 228 | August 14, 2026 |
| 3652 | Westchester Capital Management, Inc. | US$555.4M | +US$58.87M+11.86% | 46 | July 23, 2026 |
| 3653 | BCS Wealth Management | US$555.1M | +US$65.15M+13.30% | 270 | July 16, 2026 |
| 3654 | Moment Partners, LLC | US$554.91M | −US$5.62M−1.00% | 101 | July 29, 2026 |
| 3655 | Community Bank & Trust, Waco, Texas | US$554.51MFiled in thousands, converted | +US$49.99M+9.91% | 169 | August 4, 2026 |
| 3656 | CM WEALTH ADVISORS LLC | US$554.42M | +US$84.87M+18.08% | 194 | August 10, 2026 |
| 3657 | Bricktown Capital, LLC | US$553.47M | +US$45.58M+8.97% | 28 | July 15, 2026 |
| 3658 | Kultura Capital Management LP | US$553.4M | −US$84.34M−13.22% | 66 | August 14, 2026 |
| 3659 | Garden State Investment Advisory Services LLC | US$552.99M | +US$98.05M+21.55% | 365 | August 11, 2026 |
| 3660 | MOLLER WEALTH PARTNERS | US$552.82M | +US$46.32M+9.15% | 75 | July 15, 2026 |
| 3661 | TWINBEECH CAPITAL LP | US$552.56M | −US$412.74M−42.76% | 352 | August 14, 2026 |
| 3662 | Triumph Capital Management | US$552.03M | +US$60.78M+12.37% | 1,861 | July 21, 2026 |
| 3663 | CYPRESS POINT INVESTMENT MANAGEMENT LP | US$551.73M | +US$127.25M+29.98% | 33 | August 13, 2026 |
| 3664 | Genoa Capital Gestora de Recursos Ltda. | US$551.18M | +US$421.38M+324.64% | 15 | July 24, 2026 |
| 3665 | Warberg Asset Management LLC | US$551.11M | −US$48.51M−8.09% | 170 | August 11, 2026 |
| 3666 | Pacific Ridge Capital Partners, LLC | US$550.99M | +US$89.16M+19.30% | 134 | August 12, 2026 |
| 3667 | Prestige Wealth Management Group LLC | US$550.84M | +US$41.56M+8.16% | 1,409 | August 14, 2026 |
| 3668 | ITHAKA GROUP LLC | US$550.8M | +US$68.88M+14.29% | 40 | August 11, 2026 |
| 3669 | Lead Edge Capital Management, LLC | US$550.38M | +US$142.5M+34.94% | 12 | August 14, 2026 |
| 3670 | KICKSTAND VENTURES, LLC. | US$550.31M | +US$75.29M+15.85% | 154 | July 30, 2026 |
| 3671 | LANDAAS & CO /WI /ADV | US$549.65M | +US$93.74M+20.56% | 149 | July 21, 2026 |
| 3672 | Simcoe Capital Management, LLC | US$549.31M | −US$26.85M−4.66% | 15 | August 14, 2026 |
| 3673 | Harbour Capital Advisors, LLC | US$549.12M | +US$24.15M+4.60% | 299 | July 15, 2026 |
| 3674 | G2 Investment Partners Management LLC | US$548.9M | +US$142.76M+35.15% | 73 | August 14, 2026 |
| 3675 | MALTESE CAPITAL MANAGEMENT LLC | US$548.57M | +US$40.71M+8.02% | 294 | August 14, 2026 |
| 3676 | EWA, LLC | US$548.09M | +US$107.16M+24.30% | 332 | July 14, 2026 |
| 3677 | Clare Market Investments LLC | US$548.07M | +US$70.08M+14.66% | 174 | July 27, 2026 |
| 3678 | Coyle Financial Counsel LLC | US$547.96M | +US$75.16M+15.90% | 126 | August 7, 2026 |
| 3679 | Stonebrook Private Inc. | US$547.7M | +US$78.12M+16.64% | 271 | August 14, 2026 |
| 3680 | CoreView Capital Management Ltd | US$547.13M | +US$74.38M+15.73% | 8 | August 14, 2026 |
| 3681 | Rossby Financial, LCC | US$547.12M | +US$57.69M+11.79% | 2,144 | August 4, 2026 |
| 3682 | Brooklyn FI, LLC | US$546.89M | +US$71.02M+14.92% | 434 | August 4, 2026 |
| 3683 | DE BURLO GROUP INC | US$546.64M | +US$105.37M+23.88% | 90 | August 13, 2026 |
| 3684 | USA FINANCIAL FORMULAS | US$546.24M | No filing last quarter | 412 | August 4, 2026 |
| 3685 | Hamilton Wealth, LLC | US$546.23M | +US$32.74M+6.38% | 118 | August 6, 2026 |
| 3686 | Lantz Financial LLC | US$546.15M | +US$62.46M+12.91% | 259 | July 9, 2026 |
| 3687 | AR ASSET MANAGEMENT INC | US$546.06MFiled in thousands, converted | +US$28.71M+5.55% | 122 | August 7, 2026 |
| 3688 | Q3 Asset Management | US$546.01MFiled in thousands, converted | +US$133.91M+32.49% | 70 | August 14, 2026 |
| 3689 | Stordahl Capital Management, Inc. | US$545.95M | +US$60.42M+12.44% | 68 | July 14, 2026 |
| 3690 | TBH Global Asset Management, LLC | US$545.9M | +US$49.37M+9.94% | 263 | August 5, 2026 |
| 3691 | Trigran Investments, Inc. | US$545.28M | +US$127.11M+30.40% | 33 | August 12, 2026 |
| 3692 | Drummond Knight Asset Management Pty Ltd | US$544.85M | +US$262.13M+92.72% | 16 | July 15, 2026 |
| 3693 | FWL INVESTMENT MANAGEMENT, LLC | US$544.71M | +US$89.14M+19.57% | 501 | August 14, 2026 |
| 3694 | Riverpoint Wealth Management Holdings, LLC | US$544.3M | +US$74.3M+15.81% | 61 | July 27, 2026 |
| 3695 | Privium Fund Management B.V. | US$544.22M | +US$63.91M+13.31% | 61 | August 7, 2026 |
| 3696 | Broad Peak Investment Advisers Pte Ltd | US$544.1M | +US$51.37M+10.43% | 21 | July 30, 2026 |
| 3697 | Abacus FCF Advisors LLC | US$544.01M | +US$99.69M+22.44% | 58 | August 10, 2026 |
| 3698 | TOWNSQUARE CAPITAL LLC | US$543.92M | +US$100.41M+22.64% | 726 | August 14, 2026 |
| 3699 | COERENTE CAPITAL MANAGEMENT | US$543.26M | +US$5.88M+1.09% | 43 | July 22, 2026 |
| 3700 | BECK CAPITAL MANAGEMENT, LLC | US$543.15M | +US$106.13M+24.29% | 140 | August 14, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.