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 |
|---|---|---|---|---|---|
| 3851 | Timothy G. Youngquist 2020 Irrevocable Trust | US$510.03M | +US$278.13M+119.93% | 116 | August 7, 2026 |
| 3852 | Spruce Street Capital LP | US$509.68M | +US$93.75M+22.54% | 30 | August 13, 2026 |
| 3853 | Towneley Capital Management, Inc / DE | US$509.49M | +US$31.66M+6.62% | 46 | July 30, 2026 |
| 3854 | Castle Rock Wealth Management, LLC | US$509.44M | +US$47.54M+10.29% | 268 | July 8, 2026 |
| 3855 | Alibaba Group Holding Ltd | US$509.37M | −US$143.2M−21.94% | 2 | August 14, 2026 |
| 3856 | Aries Wealth Management | US$509.28M | +US$54.46M+11.97% | 242 | July 24, 2026 |
| 3857 | Financial Sense Advisors, Inc. | US$508.44M | +US$15.73M+3.19% | 137 | August 14, 2026 |
| 3858 | HOURGLASS CAPITAL, LLC | US$508.36M | +US$27.86M+5.80% | 127 | July 30, 2026 |
| 3859 | 55 North Private Wealth, LLC | US$508.23M | +US$117.63M+30.12% | 304 | July 7, 2026 |
| 3860 | MCRAE CAPITAL MANAGEMENT INC | US$508.14M | +US$26M+5.39% | 113 | July 17, 2026 |
| 3861 | Beacon Financial Advisory LLC | US$508.01M | +US$65.11M+14.70% | 417 | August 5, 2026 |
| 3862 | Integrated Investment Consultants, LLC | US$507.79M | +US$36.56M+7.76% | 637 | August 17, 2026 |
| 3863 | Roof Eidam Maycock Peralta, LLC | US$507.7M | +US$71.71M+16.45% | 127 | July 24, 2026 |
| 3864 | Old Port Advisors | US$507.55M | +US$73.21M+16.86% | 267 | July 21, 2026 |
| 3865 | Liberty Street Advisors, Inc. | US$507.01M | +US$465.58M+1123.75% | 4 | August 6, 2026 |
| 3866 | HGC Investment Management Inc. | US$506.58M | +US$55.18M+12.22% | 186 | August 14, 2026 |
| 3867 | Lightrock Netherlands B.V. | US$506.44M | +US$38.36M+8.20% | 37 | August 10, 2026 |
| 3868 | Ulysses Management LLC | US$505.98M | −US$296.22M−36.93% | 42 | August 14, 2026 |
| 3869 | Herold Advisors, Inc. | US$505.95M | +US$50.6M+11.11% | 273 | July 22, 2026 |
| 3870 | Keenan Capital, LLC | US$505.76M | +US$31.89M+6.73% | 11 | August 14, 2026 |
| 3871 | Rialto Wealth Management, LLC | US$505.32M | +US$60.04M+13.48% | 1,934 | August 11, 2026 |
| 3872 | one8zero8, LLC | US$504.95M | +US$55.98M+12.47% | 266 | August 10, 2026 |
| 3873 | Eldridge Investment Advisors, Inc. | US$504.87M | +US$48.67M+10.67% | 163 | August 10, 2026 |
| 3874 | BUILDER INVESTMENT GROUP INC /ADV | US$504.71M | +US$43.77M+9.50% | 107 | July 17, 2026 |
| 3875 | Abound Wealth Management | US$503.86M | +US$63.76M+14.49% | 1,361 | July 10, 2026 |
| 3876 | JPL Wealth Management, LLC | US$503.84M | +US$69.1M+15.89% | 2,530 | August 14, 2026 |
| 3877 | Triangle Securities Wealth Management | US$503.74M | +US$63.12M+14.33% | 217 | July 14, 2026 |
| 3878 | DDFG, Inc | US$503.63M | +US$39.63M+8.54% | 92 | July 28, 2026 |
| 3879 | Hollow Brook Wealth Management LLC | US$503.53M | +US$111.58M+28.47% | 78 | August 14, 2026 |
| 3880 | WealthBridge Capital Management, LLC | US$503.13M | +US$68.98M+15.89% | 235 | July 24, 2026 |
| 3881 | Smith & Howard Wealth Management, LLC | US$503.01M | +US$40.57M+8.77% | 112 | August 3, 2026 |
| 3882 | Beirne Wealth Consulting Services, LLC | US$502.58M | +US$148.98M+42.13% | 102 | July 15, 2026 |
| 3883 | OAKMONT Corp | US$502.51M | −US$23.98M−4.55% | 31 | August 7, 2026 |
| 3884 | CoreCommodity Management, LLC | US$501.75M | −US$36.2M−6.73% | 124 | August 14, 2026 |
| 3885 | Wolff Financial Management LLC | US$501.48M | +US$48.95M+10.82% | 106 | July 16, 2026 |
| 3886 | Planning Project LLC | US$501.36M | No filing last quarter | 26 | September 1, 2026 |
| 3887 | PEDDOCK CAPITAL ADVISORS, LLC | US$500.95M | +US$47.48M+10.47% | 165 | July 22, 2026 |
| 3888 | FOUNDERS GROVE WEALTH PARTNERS, LLC | US$500.87M | +US$60.94M+13.85% | 184 | July 22, 2026 |
| 3889 | PLIMOTH TRUST CO LLC | US$500.77M | +US$53.38M+11.93% | 327 | July 28, 2026 |
| 3890 | Trinity Legacy Partners, LLC | US$500.47M | +US$38.61M+8.36% | 110 | July 24, 2026 |
| 3891 | Headwater Capital Co Ltd | US$500.4M | −US$121.55M−19.54% | 15 | August 14, 2026 |
| 3892 | BROWN CAPITAL MANAGEMENT LLC | US$500.2M | −US$203.79M−28.95% | 54 | July 27, 2026 |
| 3893 | Intesa Sanpaolo Wealth Management | US$499.69M | +US$89.95M+21.95% | 309 | July 23, 2026 |
| 3894 | First National Bank of Mount Dora, Trust Investment Services | US$499.38M | +US$36.6M+7.91% | 211 | July 8, 2026 |
| 3895 | Twelve Points Wealth Management LLC | US$499.08M | +US$44.46M+9.78% | 213 | August 7, 2026 |
| 3896 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | US$499.05M | −US$9.64M−1.90% | 73 | July 8, 2026 |
| 3897 | Mezzasalma Advisors, LLC | US$498.33M | +US$106.97M+27.33% | 171 | August 10, 2026 |
| 3898 | TRV GP V, LLC | US$498.24M | +US$97.24M+24.25% | 3 | August 10, 2026 |
| 3899 | Grey Ledge Advisors, LLC | US$497.74M | +US$54.75M+12.36% | 266 | July 27, 2026 |
| 3900 | Capital Management Associates, Inc | US$497.52M | +US$55.22M+12.49% | 167 | July 22, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.