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 |
|---|---|---|---|---|---|
| 3701 | Madrona Financial Services, LLC | US$542.59M | +US$85.69M+18.75% | 143 | July 17, 2026 |
| 3702 | Lafayette Investments, Inc. | US$542.44M | +US$48.58M+9.84% | 162 | August 11, 2026 |
| 3703 | F&V Capital Management, LLC | US$542.27MFiled in thousands, converted | +US$68.96M+14.57% | 63 | July 21, 2026 |
| 3704 | LOUISBOURG INVESTMENTS INC. | US$542.06M | +US$13.24M+2.50% | 210 | July 23, 2026 |
| 3705 | CV Advisors LLC | US$541.88M | +US$175.41M+47.87% | 134 | July 21, 2026 |
| 3706 | Artia Global Partners LP | US$541.86M | +US$42.44M+8.50% | 48 | August 14, 2026 |
| 3707 | WESTERLY CAPITAL MANAGEMENT, LLC | US$541.78M | +US$173.99M+47.31% | 46 | August 14, 2026 |
| 3708 | CLEAR WAVE WEALTH MANAGEMENT LLC | US$541.47M | +US$78.75M+17.02% | 191 | August 6, 2026 |
| 3709 | CHEMUNG CANAL TRUST CO | US$541.21M | +US$47.1M+9.53% | 201 | July 15, 2026 |
| 3710 | DAGCO, INC. | US$541.06M | +US$79.73M+17.28% | 117 | July 10, 2026 |
| 3711 | Verde Capital Management | US$540.86M | +US$73.21M+15.65% | 80 | August 11, 2026 |
| 3712 | Wagner Wealth Management, LLC | US$540.58M | +US$45.37M+9.16% | 282 | July 24, 2026 |
| 3713 | Cander Asset Management LP | US$540.27M | −US$16.84M−3.02% | 48 | August 14, 2026 |
| 3714 | Mandatum Life Insurance Co Ltd | US$540.14M | +US$95.37M+21.44% | 90 | August 3, 2026 |
| 3715 | Regent Peak Wealth Advisors LLC | US$540.13M | +US$49.81M+10.16% | 221 | July 10, 2026 |
| 3716 | Northwest Quadrant Wealth Management, LLC | US$540.04M | +US$58.93M+12.25% | 77 | August 13, 2026 |
| 3717 | DecisionPoint Financial, LLC | US$539.86M | +US$75.97M+16.38% | 1,429 | August 5, 2026 |
| 3718 | Aljian Capital Management, LLC | US$539.75M | +US$52.95M+10.88% | 134 | August 7, 2026 |
| 3719 | Mascoma Wealth Management LLC | US$539.32M | +US$55.51M+11.47% | 609 | July 24, 2026 |
| 3720 | GoalVest Advisory LLC | US$539.12M | +US$27.14M+5.30% | 500 | July 9, 2026 |
| 3721 | America First Investment Advisors, LLC | US$538.85M | +US$2.38M+0.44% | 45 | August 5, 2026 |
| 3722 | Keystone Wealth Services, LLC | US$538.6M | +US$70.92M+15.16% | 327 | August 5, 2026 |
| 3723 | Manitou Investment Management Ltd. | US$537.92M | +US$32.32M+6.39% | 48 | July 7, 2026 |
| 3724 | REVERENCE CAPITAL PARTNERS, L.P. | US$537.56M | +US$63.69M+13.44% | 1 | July 28, 2026 |
| 3725 | Avion Wealth | US$537.4MFiled in thousands, converted | +US$53.45M+11.05% | 1,755 | July 31, 2026 |
| 3726 | Basecamp Wealth Advisors LLC | US$537.39M | +US$54.06M+11.18% | 1,822 | August 14, 2026 |
| 3727 | Firestone Capital Management | US$537.02M | +US$56.77M+11.82% | 168 | August 3, 2026 |
| 3728 | Second Line Capital, LLC | US$537.01M | +US$9.04M+1.71% | 178 | September 2, 2026 |
| 3729 | Rosenberg Matthew Hamilton | US$536.76M | +US$48.72M+9.98% | 793 | July 17, 2026 |
| 3730 | Stelac Advisory Services LLC | US$536.56M | +US$42.31M+8.56% | 168 | August 10, 2026 |
| 3731 | HEADINVEST, LLC | US$536.18M | +US$48.67M+9.98% | 217 | August 14, 2026 |
| 3732 | WESCAP Management Group, Inc. | US$535.81M | +US$28.23M+5.56% | 107 | August 11, 2026 |
| 3733 | MYCIO WEALTH PARTNERS, LLC | US$535.01M | +US$33.3M+6.64% | 49 | August 12, 2026 |
| 3734 | Shulman DeMeo Asset Management LLC | US$535M | +US$64.1M+13.61% | 146 | July 8, 2026 |
| 3735 | Crestline Management, L.P. | US$534.76M | +US$488.49M+1055.80% | 3 | August 14, 2026 |
| 3736 | 12 West Capital Management LP | US$534.7M | −US$57.68M−9.74% | 18 | August 14, 2026 |
| 3737 | Cranbrook Wealth Management, LLC | US$534.35M | +US$42.76M+8.70% | 406 | August 6, 2026 |
| 3738 | SailingStone Capital Partners LLC | US$534.3M | +US$94.03M+21.36% | 19 | August 14, 2026 |
| 3739 | BRIGADE CAPITAL MANAGEMENT, LP | US$534.28M | −US$271.55M−33.70% | 20 | August 14, 2026 |
| 3740 | Sanofi | US$534.04M | +US$198.08M+58.96% | 10 | July 28, 2026 |
| 3741 | RS CRUM INC. | US$533.38M | +US$16.44M+3.18% | 103 | August 10, 2026 |
| 3742 | Board of Trustees of The Leland Stanford Junior University | US$533.05M | −US$315.67M−37.19% | 19 | August 12, 2026 |
| 3743 | Technology Crossover Management XI, Ltd. | US$532.82M | −US$48.83M−8.40% | 2 | August 7, 2026 |
| 3744 | Sovereign Investment Advisors, LLC | US$532.7M | +US$60.57M+12.83% | 109 | August 14, 2026 |
| 3745 | Catalio Capital Management, LP | US$532.1M | +US$53.4M+11.15% | 39 | August 14, 2026 |
| 3746 | 3Chopt Investment Partners, LLC | US$532.1M | +US$95.03M+21.74% | 274 | July 29, 2026 |
| 3747 | Interchange Capital Partners, LLC | US$531.68M | +US$215.05M+67.92% | 430 | July 20, 2026 |
| 3748 | ICON ADVISERS INC/CO | US$531.59M | +US$98.61M+22.78% | 195 | August 13, 2026 |
| 3749 | KP Management LLC | US$531.51M | +US$122.07M+29.82% | 86 | August 14, 2026 |
| 3750 | Cherry Tree Wealth Management, LLC | US$531.51M | +US$58.78M+12.43% | 594 | September 15, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.