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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
3751NORTHSTAR ASSET MANAGEMENT CoUS$530.83M+19.28%
3752Fortress Investment Group LLCUS$530.65M+34.75%
3753OLD SECOND NATIONAL BANK OF AURORAUS$530.5M+9.63%
3754SPIRIT OF AMERICA MANAGEMENT CORP/NYUS$530.49M+4.72%
3755Thrive Capital Management, LLCUS$530.46M+16.26%
3756Alliance Wealth Advisors, LLC /UTUS$530.31M+14.71%
3757Ballast, Inc.US$530.23M+22.63%
3758New Hampshire TrustUS$530.19M+6.93%
3759ADAMSBROWN WEALTH CONSULTANTS LLCUS$530.17M+40.13%
3760GARNET EQUITY CAPITAL HOLDINGS, INC.US$530.01M−17.49%
3761VALICENTI ADVISORY SERVICES INCUS$529.95MFiled in thousands, converted+15.48%
3762Bridgewealth Advisory Group, LLCUS$529.86M+9.90%
3763DMKC Advisory Services, LLCUS$529.63M+120.61%
3764J. Derek Lewis & Associates Inc.US$529.25M+19.03%
3765Teramo Advisors, LLCUS$529.24M+11.57%
3766First Fiduciary Investment Counsel, Inc.US$529.24MFiled in thousands, converted+6.46%
3767Keudell/Morrison Wealth ManagementUS$529.23M+8.22%
3768GREAT POINT PARTNERS LLCUS$529.12M+21.60%
3769CLEARLAKE CAPITAL GROUP, L.P.US$528.64M−22.30%
3770VOISARD ASSET MANAGEMENT GROUP, INC.US$528.56M+12.75%
3771Compass Wealth Management LLCUS$528.44M+30.62%
3772Paragon Capital Management LtdUS$527.99M+10.92%
3773SILVERLAKE WEALTH MANAGEMENT LLCUS$527.97M+10.16%
3774Webs Creek Capital Management LPUS$527.97M−8.58%
3775Auxano Advisors, LLCUS$527.78M+5.29%
3776Global Wealth Strategies & AssociatesUS$527.58M+29.63%
3777Yelin Lapidot Holdings Management Ltd.US$527.4M+9.84%
3778NEW YORK LIFE INSURANCE COUS$527.22M+7.47%
3779Pinion Investment Advisors, LLCUS$526.81M+23.01%
3780Altrius Capital Management IncUS$526.5M+4.77%
3781Merck & Co., Inc.US$526.41M+50.64%
3782H/2 CREDIT MANAGER LPUS$526.35MFiled in thousands, converted+5.34%
3783UNIO CAPITAL LLCUS$526.22M+12.82%
3784SHAH CAPITAL MANAGEMENTUS$526.21M+0.96%
3785WEST MICHIGAN ADVISORS, LLCUS$526.14M+15.59%
3786STEVENS CAPITAL PARTNERSUS$525.84M+26.44%
3787Beverly Hills Private Wealth, LLCUS$524.95M−12.56%
3788ALONGSIDE, LLCUS$524.59MNo filing last quarter
3789Beacon Bank & TrustUS$524.47M+7.54%
3790DAFNA Capital Management LLCUS$524.36M+19.28%
379149 WEALTH MANAGEMENT, LLCUS$524.35M−60.76%
3792Hedeker Wealth, LLCUS$524.12M+10.64%
3793SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCUS$523.91M+8.75%
3794Stieven Capital Advisors, L.P.US$523.91M+11.93%
3795INDEPENDENT INVESTORS INCUS$523.62M+3.98%
3796Newman Dignan & Sheerar, Inc.US$522.84M+10.06%
3797Wiser Wealth Management, IncUS$522.74M+12.72%
3798Wealth Group LtdUS$522.54M+19.01%
3799Rockline Wealth Management, LLCUS$522.42M+13.55%
3800Adams Wealth ManagementUS$522.28M+14.68%

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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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.