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 |
|---|---|---|---|---|---|
| 3951 | Retirement Management Systems Inc. | US$488.46M | +US$73.55M+17.73% | 55 | July 21, 2026 |
| 3952 | Rempart Asset Management Inc. | US$487.88M | +US$12.38M+2.60% | 36 | July 16, 2026 |
| 3953 | von Borstel & Associates, Inc. | US$487.75MFiled in thousands, converted | +US$50.73M+11.61% | 44 | August 13, 2026 |
| 3954 | Weaver Consulting Group | US$487.74M | +US$68.15M+16.24% | 297 | July 29, 2026 |
| 3955 | O'Keefe Stevens Advisory, Inc. | US$487.66M | +US$82.92M+20.49% | 81 | July 13, 2026 |
| 3956 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | US$487.39M | +US$67.56M+16.09% | 32 | August 3, 2026 |
| 3957 | Lineage Point Capital LP | US$487.28M | +US$77.96M+19.05% | 371 | August 14, 2026 |
| 3958 | ENDEAVOUR CAPITAL ADVISORS INC | US$487.28M | +US$46.25M+10.49% | 40 | August 7, 2026 |
| 3959 | Parisi Gray Wealth Management | US$487.15M | +US$67.4M+16.06% | 155 | July 9, 2026 |
| 3960 | Wealth Advisory Solutions, LLC | US$487.14M | +US$38.32M+8.54% | 150 | July 24, 2026 |
| 3961 | MONETARY MANAGEMENT GROUP INC | US$486.73M | +US$68.01M+16.24% | 336 | August 12, 2026 |
| 3962 | Lorne Steinberg Wealth Management Inc. | US$486.63M | +US$64.52M+15.29% | 72 | July 28, 2026 |
| 3963 | HARVEY CAPITAL MANAGEMENT INC | US$486.25M | +US$47.45M+10.81% | 92 | August 21, 2026 |
| 3964 | Vodafone Ventures Ltd | US$486.22M | +US$32.78M+7.23% | 1 | August 4, 2026 |
| 3965 | Genworth Financial Inc | US$486.12M | +US$58.39M+13.65% | 2 | July 22, 2026 |
| 3966 | Berkeley Capital Partners, LLC | US$485.9M | +US$54.63M+12.67% | 203 | August 6, 2026 |
| 3967 | VAQUERO PRIVATE WEALTH, LTD | US$485.88M | No filing last quarter | 194 | July 17, 2026 |
| 3968 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | US$485.7M | +US$41.83M+9.42% | 82 | August 14, 2026 |
| 3969 | WALLER FINANCIAL PLANNING GROUP, INC | US$485.63M | +US$32.54M+7.18% | 78 | July 7, 2026 |
| 3970 | Plan Group Financial, LLC | US$485.54M | +US$59.29M+13.91% | 253 | August 3, 2026 |
| 3971 | Stephens Greth Foundation | US$485.22M | +US$165.25M+51.64% | 4 | August 12, 2026 |
| 3972 | Cadent Capital Advisors, LLC | US$485.07M | +US$98.57M+25.50% | 214 | July 14, 2026 |
| 3973 | Crestview Partners IV GP, L.P. | US$484.92M | +US$153.24M+46.20% | 2 | August 13, 2026 |
| 3974 | Field & Main Bank | US$484.84M | +US$141.12M+41.06% | 340 | August 19, 2026 |
| 3975 | Ashford Advisors, LLC | US$484.79M | +US$65.53M+15.63% | 23 | August 6, 2026 |
| 3976 | FOURSIXTHREE CAPITAL LP | US$484.68M | +US$216.31M+80.60% | 17 | August 14, 2026 |
| 3977 | Prentice Wealth Management LLC | US$484.44M | +US$41.26M+9.31% | 126 | July 15, 2026 |
| 3978 | WEDGEWOOD PARTNERS INC | US$484.43M | +US$147.6K+0.03% | 18 | August 14, 2026 |
| 3979 | Global View Capital Management LLC | US$484.42M | −US$52.08M−9.71% | 146 | July 23, 2026 |
| 3980 | Shengqi Capital (Hong Kong) Ltd | US$483.75M | +US$416.14M+615.51% | 12 | July 27, 2026 |
| 3981 | Aspire Private Capital, LLC | US$483.73M | +US$40.67M+9.18% | 291 | July 15, 2026 |
| 3982 | Heartland Bank & Trust Co | US$483.29M | +US$40.92M+9.25% | 358 | August 12, 2026 |
| 3983 | Sciencast Management LP | US$482.43M | −US$302.69M−38.55% | 235 | July 28, 2026 |
| 3984 | CAPITAL CITY TRUST CO/FL | US$482.23M | +US$44.79M+10.24% | 211 | August 4, 2026 |
| 3985 | Storgate, LLC | US$482.08M | +US$354.61M+278.20% | 351 | August 12, 2026 |
| 3986 | Sage Capital Advisors,llc | US$481.92M | +US$50.75M+11.77% | 140 | July 9, 2026 |
| 3987 | Stewardship Advisors, LLC | US$481.45M | +US$46.19M+10.61% | 175 | July 20, 2026 |
| 3988 | Winch Advisory Services, LLC | US$481.41M | +US$43.36M+9.90% | 568 | August 6, 2026 |
| 3989 | BENDER ROBERT & ASSOCIATES | US$481.2M | +US$64.31M+15.43% | 39 | July 30, 2026 |
| 3990 | Mudita Advisors LLP | US$481.05M | −US$9.02M−1.84% | 24 | August 13, 2026 |
| 3991 | NovaPoint Capital, LLC | US$480.88M | +US$82.29M+20.64% | 161 | August 6, 2026 |
| 3992 | Hurlow Wealth Management Group, Inc. | US$480.63M | +US$60.55M+14.41% | 125 | August 5, 2026 |
| 3993 | Mason & Associates, LLC | US$480.57M | +US$43.87M+10.05% | 45 | July 14, 2026 |
| 3994 | Old Mission Investment Co LLC | US$480.53M | +US$52.17M+12.18% | 163 | August 14, 2026 |
| 3995 | Standard General L.P. | US$480.24M | +US$143.79M+42.74% | 2 | August 14, 2026 |
| 3996 | Napier Financial, LLC | US$479.96M | +US$43.94M+10.08% | 472 | July 31, 2026 |
| 3997 | Marino Management, LLC | US$479.93M | −US$67.24M−12.29% | 11 | July 28, 2026 |
| 3998 | CONTINENTAL GENERAL INSURANCE CO | US$479.56M | −US$213.81M−30.84% | 9 | August 13, 2026 |
| 3999 | Farmers National Bank | US$479.25M | +US$25.94M+5.72% | 245 | August 11, 2026 |
| 4000 | Bank of New Hampshire | US$479.23M | +US$42M+9.61% | 537 | July 14, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.