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 |
|---|---|---|---|---|---|
| 4001 | VALUEWORKS LLC | US$479.21M | +US$112.32M+30.62% | 38 | August 17, 2026 |
| 4002 | Triune Financial Partners, LLC | US$478.88M | +US$58.36M+13.88% | 49 | August 7, 2026 |
| 4003 | Kraft, Davis & Associates, LLC | US$478.79M | +US$9.46M+2.02% | 155 | July 9, 2026 |
| 4004 | May Hill Capital, LLC | US$478.74M | +US$80.5M+20.21% | 256 | August 7, 2026 |
| 4005 | Evernest Financial Advisors, LLC | US$478.14M | −US$3.26M−0.68% | 191 | August 6, 2026 |
| 4006 | Barry Investment Advisors, LLC | US$478.07M | +US$24.47M+5.39% | 102 | July 9, 2026 |
| 4007 | Knox Lane LP | US$478.02M | +US$152.86M+47.01% | 1 | August 14, 2026 |
| 4008 | Mattson Financial Services, LLC | US$477.76M | +US$58.98M+14.08% | 235 | August 4, 2026 |
| 4009 | Palumbo Wealth Management LLC | US$477.62M | +US$67.82M+16.55% | 237 | August 12, 2026 |
| 4010 | Cornerstone Wealth Advisors, Inc. | US$477.17M | +US$42.89M+9.88% | 55 | July 20, 2026 |
| 4011 | Standpoint Asset Management, LLC | US$476.99M | +US$64.69M+15.69% | 8 | July 23, 2026 |
| 4012 | RFG Holdings, Inc. | US$476.87M | +US$79.89M+20.12% | 87 | July 29, 2026 |
| 4013 | Gator Capital Management, LLC | US$476.55M | −US$12.55M−2.57% | 68 | August 13, 2026 |
| 4014 | Z3 Capital Partners, LLC | US$476.39M | +US$81.52M+20.65% | 192 | July 28, 2026 |
| 4015 | Elemental Capital Partners LLC | US$476.29M | +US$241.44M+102.80% | 12 | July 28, 2026 |
| 4016 | MAGNOLIA GROUP, LLC | US$476.28M | −US$61.23M−11.39% | 16 | August 12, 2026 |
| 4017 | Paragon Advisors, LLC | US$476.13M | +US$105.32M+28.40% | 77 | July 29, 2026 |
| 4018 | Joseph Group Capital Management | US$476.04M | +US$76.21M+19.06% | 388 | August 6, 2026 |
| 4019 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | US$475.9M | +US$32.5M+7.33% | 102 | July 16, 2026 |
| 4020 | DG Capital Management, LLC | US$474.93M | +US$148.7M+45.58% | 27 | August 12, 2026 |
| 4021 | Park Edge Advisors, LLC | US$474.91M | +US$41.04M+9.46% | 154 | July 13, 2026 |
| 4022 | Financial & Tax Architects, LLC | US$474.27M | +US$25.9M+5.78% | 110 | July 23, 2026 |
| 4023 | CHASE INVESTMENT COUNSEL CORP | US$473.77MFiled in thousands, converted | +US$92.88M+24.39% | 138 | August 6, 2026 |
| 4024 | Scott & Selber, Inc. | US$473.72M | +US$86.41M+22.31% | 91 | July 8, 2026 |
| 4025 | Ipswich Investment Management Co., Inc. | US$473.65M | +US$47.77M+11.22% | 190 | July 16, 2026 |
| 4026 | Guidance Point Advisors, LLC | US$473.6M | +US$51.45M+12.19% | 102 | July 31, 2026 |
| 4027 | Austin Wealth Management, LLC | US$473.4M | +US$33.02M+7.50% | 126 | July 22, 2026 |
| 4028 | ArchPoint Investors | US$473.35M | +US$53.33M+12.70% | 80 | August 13, 2026 |
| 4029 | VAN DEN BERG MANAGEMENT I, INC | US$473.34M | +US$37.18M+8.53% | 120 | August 14, 2026 |
| 4030 | American Investment Services, Inc. | US$473.33M | +US$25.02M+5.58% | 133 | August 12, 2026 |
| 4031 | Logan Stone Capital, LLC | US$473.17M | +US$113.07M+31.40% | 155 | August 14, 2026 |
| 4032 | BCGM Wealth Management, LLC | US$472.99M | +US$74.88M+18.81% | 182 | August 4, 2026 |
| 4033 | Shelter Mutual Insurance Co | US$472.83M | +US$23.06M+5.13% | 58 | August 11, 2026 |
| 4034 | Copper Harbor Investment Advisors, LLC | US$472.41M | No filing last quarter | 95 | July 23, 2026 |
| 4035 | Whitener Capital Management, Inc. | US$472.15M | +US$33.76M+7.70% | 184 | July 10, 2026 |
| 4036 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | US$471.94M | +US$52.85M+12.61% | 113 | July 27, 2026 |
| 4037 | Cordoba Advisory Partners LLC | US$471.85M | +US$109.98M+30.39% | 144 | July 21, 2026 |
| 4038 | Acumen Wealth Advisors, LLC | US$471.77M | +US$99.99M+26.89% | 493 | August 3, 2026 |
| 4039 | Lansing Street Advisors | US$471.71M | +US$74.6M+18.79% | 167 | July 24, 2026 |
| 4040 | Aisling Capital Management LP | US$471.62M | −US$4.67M−0.98% | 14 | August 13, 2026 |
| 4041 | PEAVINE CAPITAL, LLC | US$471.58M | +US$25.49M+5.71% | 9 | July 22, 2026 |
| 4042 | Paulson Wealth Management Inc. | US$471.43M | +US$44.71M+10.48% | 146 | August 4, 2026 |
| 4043 | CALIFORNIA FIRST LEASING CORP | US$471.11M | +US$159.06M+50.97% | 34 | August 19, 2026 |
| 4044 | Decker Wealth Management LLC | US$471.07M | +US$30.27M+6.87% | 107 | July 30, 2026 |
| 4045 | D.B. Root & Company, LLC | US$470.82M | +US$52.23M+12.48% | 207 | August 13, 2026 |
| 4046 | BAKER TILLY WEALTH MANAGEMENT, LLC | US$470.78M | +US$59.57M+14.49% | 285 | July 17, 2026 |
| 4047 | High Net Worth Advisory Group LLC | US$470.7M | +US$41.93M+9.78% | 250 | July 29, 2026 |
| 4048 | AMI INVESTMENT MANAGEMENT INC | US$470.53M | +US$25.82M+5.81% | 78 | July 15, 2026 |
| 4049 | Jones Hill Capital LP | US$470.36M | +US$3.89M+0.83% | 29 | August 13, 2026 |
| 4050 | Bill Few Associates, Inc. | US$470.05M | +US$52.55M+12.59% | 227 | July 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.