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 |
|---|---|---|---|---|---|
| 3801 | Crumly & Associates Inc. | US$522.27M | +US$46.32M+9.73% | 196 | July 8, 2026 |
| 3802 | Canton Hathaway, LLC | US$521.74M | +US$26.09M+5.26% | 284 | August 6, 2026 |
| 3803 | Legacy Capital Wealth Partners, LLC | US$521.39M | +US$36.03M+7.42% | 377 | August 12, 2026 |
| 3804 | AM INVESTMENT STRATEGIES LLC | US$520.68M | +US$65.66M+14.43% | 114 | July 16, 2026 |
| 3805 | Scissortail Wealth Management, LLC | US$519.64M | +US$22.01M+4.42% | 106 | August 5, 2026 |
| 3806 | Churchill Financial Advisors, LLC | US$519.42M | +US$43.59M+9.16% | 125 | July 15, 2026 |
| 3807 | venBio Partners LLC | US$519.38M | +US$238.83M+85.13% | 7 | August 14, 2026 |
| 3808 | Compton Financial Group, LLC | US$519.17M | +US$66.48M+14.69% | 84 | August 12, 2026 |
| 3809 | MINDSET WEALTH MANAGEMENT, LLC | US$519.14M | +US$146.64M+39.37% | 191 | August 4, 2026 |
| 3810 | Wendel SE | US$518.92M | +US$629.75K+0.12% | 1 | July 22, 2026 |
| 3811 | GAGNON SECURITIES LLC | US$518.83M | +US$85.62M+19.76% | 85 | August 5, 2026 |
| 3812 | MBM WEALTH CONSULTANTS, LLC | US$518.61M | +US$83.01M+19.06% | 123 | July 24, 2026 |
| 3813 | Palo Duro Investment Partners, LP | US$518.29M | +US$3.7M+0.72% | 32 | August 14, 2026 |
| 3814 | E&G Advisors, LLC | US$517.81M | +US$68.57M+15.26% | 243 | July 23, 2026 |
| 3815 | Cove Private Wealth, LLC | US$517.73M | +US$77.33M+17.56% | 207 | July 31, 2026 |
| 3816 | Activest Wealth Management | US$517.66M | −US$51.53M−9.05% | 1,359 | July 16, 2026 |
| 3817 | Milestones Administradora de Recursos Ltda. | US$517.65M | +US$134.5M+35.10% | 21 | July 24, 2026 |
| 3818 | KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | US$517.62M | No filing last quarter | 12 | August 11, 2026 |
| 3819 | Operose Advisors LLC | US$517.46M | +US$86.15M+19.97% | 523 | August 13, 2026 |
| 3820 | Broadleaf Partners, LLC | US$516.56M | +US$87.66M+20.44% | 86 | August 13, 2026 |
| 3821 | DIVIDEND ASSETS CAPITAL, LLC | US$516.55M | +US$15.3M+3.05% | 137 | August 12, 2026 |
| 3822 | PRUDENT INVESTORS NETWORK, INC. | US$516.32M | +US$57.09M+12.43% | 87 | August 13, 2026 |
| 3823 | Fortitude Family Office, LLC | US$516M | +US$68.29M+15.25% | 2,276 | July 20, 2026 |
| 3824 | Searchlight Capital Partners, L.P. | US$515.87M | +US$406.45M+371.48% | 1 | August 14, 2026 |
| 3825 | Curtis Advisory Group, LLC | US$514.89M | +US$50.93M+10.98% | 117 | July 29, 2026 |
| 3826 | BENEDICT FINANCIAL ADVISORS INC | US$514.72M | +US$34.22M+7.12% | 142 | July 16, 2026 |
| 3827 | Total Clarity Wealth Management, Inc. | US$514.65M | +US$88.9M+20.88% | 368 | July 23, 2026 |
| 3828 | Aristides Capital LLC | US$514.23M | +US$52.3M+11.32% | 162 | August 13, 2026 |
| 3829 | Leverty Financial Group, LLC | US$514.14M | +US$62.15M+13.75% | 49 | July 10, 2026 |
| 3830 | ENTRUST GLOBAL PARTNERS L L C | US$514.11M | +US$58.58M+12.86% | 5 | August 14, 2026 |
| 3831 | Navigation Group, LLC | US$514.07M | +US$86.8M+20.31% | 121 | July 29, 2026 |
| 3832 | FTV Management Company, L.P. | US$513.79M | −US$26.87M−4.97% | 1 | August 14, 2026 |
| 3833 | Alliance Wealth Management Group | US$513.71M | +US$56.61M+12.38% | 103 | August 4, 2026 |
| 3834 | CYPRESS ASSET MANAGEMENT INC/TX | US$513.64M | +US$82.45M+19.12% | 107 | August 7, 2026 |
| 3835 | BCM ADVISORS, LLC | US$513.63M | +US$6.73M+1.33% | 80 | July 28, 2026 |
| 3836 | Aspire Capital Advisors LLC | US$513.54M | +US$69.41M+15.63% | 134 | August 5, 2026 |
| 3837 | Beacon Harbor Wealth Advisors, Inc. | US$513.24M | +US$36.08M+7.56% | 71 | August 7, 2026 |
| 3838 | IAM Advisory, LLC | US$513.23M | +US$66.91M+14.99% | 107 | July 14, 2026 |
| 3839 | Detalus Advisors, LLC | US$513.1M | +US$75.22M+17.18% | 191 | July 27, 2026 |
| 3840 | RB Capital Management, LLC | US$512.92M | +US$42.17M+8.96% | 205 | August 18, 2026 |
| 3841 | Bull Harbor Capital LLC | US$512.82M | +US$139.51M+37.37% | 554 | August 10, 2026 |
| 3842 | Naria Inc. | US$512.56M | −US$43.91M−7.89% | 1 | July 14, 2026 |
| 3843 | Magnitude Capital, LLC | US$512.39M | +US$62.05M+13.78% | 1 | August 14, 2026 |
| 3844 | Renaissance Investment Group LLC | US$511.42M | +US$45.96M+9.87% | 83 | July 8, 2026 |
| 3845 | Tempus Wealth Planning, LLC | US$511.35M | +US$76.13M+17.49% | 282 | July 22, 2026 |
| 3846 | Next Level Private LLC | US$510.51M | +US$67.8M+15.32% | 174 | July 9, 2026 |
| 3847 | Medina Value Partners, LLC | US$510.39M | +US$32.93M+6.90% | 28 | August 14, 2026 |
| 3848 | Midwest Professional Planners, LTD. | US$510.3M | +US$85.77M+20.20% | 131 | August 5, 2026 |
| 3849 | WELCH CAPITAL PARTNERS LLC/NY | US$510.26MFiled in thousands, converted | +US$66.08M+14.88% | 26 | August 12, 2026 |
| 3850 | Richard P Slaughter Associates Inc | US$510.08M | +US$47.41M+10.25% | 109 | July 13, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.