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 |
|---|---|---|---|---|---|
| 3901 | Core Wealth Advisors, Inc. | US$497.48M | +US$78.45M+18.72% | 126 | August 11, 2026 |
| 3902 | Coston, McIsaac & Partners | US$497.48M | +US$53.98M+12.17% | 1,099 | August 12, 2026 |
| 3903 | Premier Financial Group | US$497.29M | −US$89.97M−15.32% | 243 | September 21, 2026 |
| 3904 | Raab & Moskowitz Asset Management LLC | US$497.26M | +US$47.61M+10.59% | 198 | July 28, 2026 |
| 3905 | ALTA FOX CAPITAL MANAGEMENT, LLC | US$497.19M | +US$119.39M+31.60% | 15 | August 14, 2026 |
| 3906 | Monument Capital Management | US$497.18M | +US$98.08M+24.57% | 262 | July 22, 2026 |
| 3907 | Petix & Botte Co | US$496.82M | +US$47.98M+10.69% | 144 | August 4, 2026 |
| 3908 | Ackerman Capital Advisors, LLC | US$496.59M | +US$8.24M+1.69% | 122 | July 30, 2026 |
| 3909 | NVWM, LLC | US$496.31M | +US$47.08M+10.48% | 992 | July 29, 2026 |
| 3910 | BAYVIEW ASSET MANAGEMENT, LLC | US$496.29M | +US$236.44M+90.99% | 69 | August 14, 2026 |
| 3911 | Edenbrook Capital, LLC | US$496.11M | +US$175.03M+54.51% | 34 | August 13, 2026 |
| 3912 | Philadelphia Financial Management of San Francisco, LLC | US$495.79M | +US$150.29M+43.50% | 45 | August 14, 2026 |
| 3913 | SEGRA CAPITAL MANAGEMENT, LLC | US$495.63M | +US$247.66M+99.87% | 10 | August 12, 2026 |
| 3914 | Blankinship & Foster, LLC | US$495.49M | +US$43.19M+9.55% | 79 | July 31, 2026 |
| 3915 | Compton Wealth Advisory Group, LLC | US$495.43M | +US$46.42M+10.34% | 83 | July 21, 2026 |
| 3916 | Integris Wealth Management, LLC | US$495.21M | +US$60.13M+13.82% | 131 | July 13, 2026 |
| 3917 | Fairvoy Private Wealth, LLC | US$494.79M | +US$75.83M+18.10% | 200 | July 17, 2026 |
| 3918 | Act Two Investors LLC | US$494.74M | +US$41.57M+9.17% | 37 | August 10, 2026 |
| 3919 | Fermata Advisors, LLC | US$494.52M | +US$50.41M+11.35% | 275 | July 7, 2026 |
| 3920 | Carlson Capital, L.P. | US$494.4M | +US$176.52M+55.53% | 74 | August 12, 2026 |
| 3921 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | US$494.2M | +US$102.66M+26.22% | 4,387 | July 17, 2026 |
| 3922 | MARS JEWETT FINANCIAL GROUP, INC. | US$494.08M | +US$178.46M+56.54% | 46 | August 14, 2026 |
| 3923 | Maxi Investments CY Ltd | US$494.05MFiled in thousands, converted | +US$36.39M+7.95% | 72 | August 13, 2026 |
| 3924 | MARATHON CAPITAL MANAGEMENT | US$493.93M | +US$48.69M+10.93% | 187 | July 22, 2026 |
| 3925 | AUGUSTINE ASSET MANAGEMENT INC | US$493.88M | +US$49.76M+11.21% | 121 | July 13, 2026 |
| 3926 | Benin Management CORP | US$493.83M | +US$49.02M+11.02% | 152 | July 15, 2026 |
| 3927 | SIEMENS AG | US$493.72M | +US$222.12M+81.78% | 2 | August 14, 2026 |
| 3928 | Dash Acquisitions Inc. | US$493.68M | +US$8.43M+1.74% | 72 | August 13, 2026 |
| 3929 | Spider Management Company, LLC | US$493.36M | +US$142.8M+40.73% | 7 | August 13, 2026 |
| 3930 | HIGHLINE WEALTH PARTNERS LLC | US$493.04M | +US$100.94M+25.74% | 1,411 | July 15, 2026 |
| 3931 | Fulcrum Capital LLC | US$492.93M | +US$32.29M+7.01% | 103 | July 21, 2026 |
| 3932 | Pinpoint Asset Management (Singapore) Pte. Ltd. | US$492.82M | +US$60.27M+13.93% | 151 | August 6, 2026 |
| 3933 | Uniting Wealth Partners, LLC | US$492.5M | +US$22.78M+4.85% | 207 | August 6, 2026 |
| 3934 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | US$491.79M | −US$53.7M−9.85% | 258 | August 6, 2026 |
| 3935 | Cypress Point Wealth Management, LLC | US$491.61M | +US$27.33M+5.89% | 142 | July 17, 2026 |
| 3936 | Marion Wealth Management | US$491.49M | +US$40.21M+8.91% | 159 | July 16, 2026 |
| 3937 | Bellars Harris Wealth Management, LLC | US$491.28M | No filing last quarter | 96 | August 6, 2026 |
| 3938 | MORTON COMMUNITY BANK | US$491.01M | +US$30.85M+6.70% | 207 | August 14, 2026 |
| 3939 | BIRINYI ASSOCIATES INC | US$490.92MFiled in thousands, converted | +US$54.46M+12.48% | 61 | August 5, 2026 |
| 3940 | Bulltick Wealth Management, LLC | US$490.34M | +US$37.61M+8.31% | 134 | July 30, 2026 |
| 3941 | FORTEM FINANCIAL GROUP, LLC | US$490.32M | +US$91.8M+23.04% | 188 | July 20, 2026 |
| 3942 | Summit Wealth Group, LLC | US$490.28M | +US$54.48M+12.50% | 129 | August 4, 2026 |
| 3943 | Timber Creek Capital Management LLC | US$489.91M | +US$77.44M+18.78% | 80 | August 10, 2026 |
| 3944 | Waterway Wealth Management, LLC | US$489.74M | +US$37.46M+8.28% | 96 | July 13, 2026 |
| 3945 | Ancient Art, L.P. | US$489.39M | +US$30.78M+6.71% | 16 | August 14, 2026 |
| 3946 | Atlantic Edge Private Wealth Management, LLC | US$489.36M | +US$82.24M+20.20% | 619 | July 23, 2026 |
| 3947 | Montis Financial, LLC | US$489.09M | +US$5.58M+1.15% | 152 | August 6, 2026 |
| 3948 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | US$489.09M | +US$9.3M+1.94% | 244 | August 6, 2026 |
| 3949 | COLLECTIVE FAMILY OFFICE LLC | US$489.05M | +US$44.81M+10.09% | 161 | July 2, 2026 |
| 3950 | Dunhill Financial, LLC | US$489M | +US$64.6M+15.22% | 1,617 | August 7, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.