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 |
|---|---|---|---|---|---|
| 4051 | Aster Capital Management (DIFC) Ltd | US$470.04M | +US$164.09M+53.63% | 808 | August 14, 2026 |
| 4052 | White Pine Investment CO | US$469.19MFiled in thousands, converted | +US$38.8M+9.01% | 73 | July 20, 2026 |
| 4053 | Hartree Partners, LP | US$469.01M | +US$2.43M+0.52% | 127 | August 12, 2026 |
| 4054 | MilWealth Group LLC | US$468.89M | +US$48.78M+11.61% | 82 | August 3, 2026 |
| 4055 | BASSO CAPITAL MANAGEMENT, L.P. | US$468.84M | +US$305.43M+186.92% | 138 | July 27, 2026 |
| 4056 | HILL ISLAND FINANCIAL LLC | US$468.67M | +US$57.07M+13.86% | 93 | August 11, 2026 |
| 4057 | KADENSA CAPITAL Ltd | US$468.64M | −US$249.82M−34.77% | 28 | August 14, 2026 |
| 4058 | Evergreen Advisors, LLC | US$468.56M | +US$42.77M+10.05% | 31 | August 4, 2026 |
| 4059 | Sollinda Capital Management LLC | US$468.44M | +US$56.93M+13.84% | 81 | August 5, 2026 |
| 4060 | Hilltop National Bank | US$468.36M | +US$47.86M+11.38% | 1,072 | July 2, 2026 |
| 4061 | DIVERSIFIED MANAGEMENT INC | US$468.08M | −US$115.15M−19.74% | 171 | July 10, 2026 |
| 4062 | PARADIGM ASSET MANAGEMENT CO LLC | US$468.08M | +US$41.61M+9.76% | 419 | August 6, 2026 |
| 4063 | KELLY LAWRENCE W & ASSOCIATES INC/CA | US$467.99M | +US$108.28M+30.10% | 188 | August 14, 2026 |
| 4064 | Sequent Planning LLC | US$467.99M | +US$54.41M+13.15% | 269 | August 14, 2026 |
| 4065 | Mystic Asset Management, Inc. | US$467.88M | +US$36.5M+8.46% | 225 | August 11, 2026 |
| 4066 | Trustees of Columbia University in the City of New York | US$467.84M | −US$423.13M−47.49% | 3 | August 14, 2026 |
| 4067 | QUATTRO FINANCIAL ADVISORS LLC | US$467.78M | +US$136.85M+41.35% | 93 | July 16, 2026 |
| 4068 | SPEECE THORSON CAPITAL GROUP INC | US$467.75M | +US$28.76M+6.55% | 37 | August 4, 2026 |
| 4069 | Truffle Hound Capital, LLC | US$467.73M | +US$81.74M+21.18% | 52 | August 6, 2026 |
| 4070 | GUIDANCE CAPITAL, INC | US$467.64M | +US$21.74M+4.88% | 233 | July 20, 2026 |
| 4071 | Foyston, Gordon & Payne Inc | US$467.63M | +US$34.1M+7.87% | 68 | August 12, 2026 |
| 4072 | Steamboat Capital Partners, LLC | US$467.56M | +US$65.02M+16.15% | 59 | August 14, 2026 |
| 4073 | BRAVE ASSET MANAGEMENT INC | US$467.48M | +US$40.76M+9.55% | 146 | July 8, 2026 |
| 4074 | Mizuho Bank, Ltd. | US$467.37M | +US$97.89M+26.49% | 6 | August 13, 2026 |
| 4075 | Talaria Asset Management Pty Ltd | US$467.3M | −US$28M−5.65% | 12 | August 14, 2026 |
| 4076 | Kelly Financial Services LLC | US$467.24M | +US$53.36M+12.89% | 141 | July 14, 2026 |
| 4077 | Stokes Capital Advisors, LLC | US$466.94M | +US$20.93M+4.69% | 164 | July 22, 2026 |
| 4078 | ADW Capital Management, LLC | US$466.93M | +US$209.63M+81.47% | 11 | August 14, 2026 |
| 4079 | CVC Management Holdings II Ltd. | US$466.67M | +US$46.93M+11.18% | 4 | August 14, 2026 |
| 4080 | Rothschild Capital Partners, LLC | US$466.61M | +US$58.94M+14.46% | 90 | August 14, 2026 |
| 4081 | Poehling Capital Management, INC. | US$466.25M | −US$8.7M−1.83% | 166 | July 20, 2026 |
| 4082 | PW Nova Financial Services LLC | US$466.21M | +US$67.49M+16.93% | 208 | July 29, 2026 |
| 4083 | PILGRIM GLOBAL ADVISORS LLC | US$466.13M | −US$306.24M−39.65% | 3 | August 14, 2026 |
| 4084 | MERIDIAN INVESTMENT COUNSEL INC. | US$465.87M | +US$45.96M+10.95% | 250 | July 23, 2026 |
| 4085 | Skaana Management L.P. | US$465.32M | −US$295.27B−99.84% | 173 | August 14, 2026 |
| 4086 | Eldred Rock Partners, LLC | US$465.1M | +US$72.15M+18.36% | 29 | July 8, 2026 |
| 4087 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | US$464.79M | +US$39.07M+9.18% | 324 | August 5, 2026 |
| 4088 | United American Securities Inc. (d/b/a UAS Asset Management) | US$464.09M | +US$5.75M+1.26% | 22 | August 14, 2026 |
| 4089 | SMART Wealth LLC | US$464.01M | +US$122.53M+35.88% | 222 | August 6, 2026 |
| 4090 | Paradiem, LLC | US$463.84M | +US$9.89M+2.18% | 68 | July 14, 2026 |
| 4091 | Nikulski Financial, Inc. | US$463.56M | +US$281.64M+154.81% | 183 | July 28, 2026 |
| 4092 | HOME FEDERAL BANK OF TENNESSEE | US$463.32M | +US$63.47M+15.87% | 176 | July 15, 2026 |
| 4093 | Centennial Wealth Advisory LLC | US$463.22M | +US$50.23M+12.16% | 181 | July 13, 2026 |
| 4094 | MARINER INVESTMENT GROUP LLC | US$463.11M | +US$117.23M+33.89% | 124 | July 27, 2026 |
| 4095 | James T. Borello RIA | US$463.09M | +US$67.97M+17.20% | 1,319 | October 16, 2026 |
| 4096 | Step Capital Management Pte. Ltd. | US$463.08M | +US$214.01M+85.92% | 26 | August 12, 2026 |
| 4097 | SWS Partners | US$463.02M | +US$57.59M+14.21% | 108 | August 3, 2026 |
| 4098 | Opal Wealth Advisors, LLC | US$463M | +US$20.61M+4.66% | 224 | July 20, 2026 |
| 4099 | Whitcomb & Hess, Inc. | US$462.97M | +US$34.21M+7.98% | 66 | July 8, 2026 |
| 4100 | Outlook Wealth Advisors, LLC | US$462.72M | +US$49.6M+12.01% | 305 | August 3, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.