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 |
|---|---|---|---|---|---|
| 4101 | Milestone Investment Advisors LLC | US$462.71M | +US$48.71M+11.77% | 141 | August 14, 2026 |
| 4102 | GREAT OAK CAPITAL PARTNERS, LLC | US$462.67M | +US$32.85M+7.64% | 45 | July 14, 2026 |
| 4103 | Essex Bank | US$462.45M | +US$10.41M+2.30% | 574 | July 23, 2026 |
| 4104 | PATTON FUND MANAGEMENT, INC. | US$462.37M | −US$126.38M−21.47% | 86 | July 13, 2026 |
| 4105 | BERKSHIRE CAPITAL HOLDINGS INC | US$462.33M | +US$185.16M+66.80% | 122 | August 14, 2026 |
| 4106 | Fielder Capital Group LLC | US$461.98M | +US$2.89M+0.63% | 303 | August 6, 2026 |
| 4107 | Marks Wealth, LLC | US$461.94M | +US$81.86M+21.54% | 19 | July 29, 2026 |
| 4108 | Mokosak Advisory Group, LLC | US$461.73M | +US$62.23M+15.58% | 38 | August 3, 2026 |
| 4109 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | US$461.53M | +US$123.39M+36.49% | 11 | August 14, 2026 |
| 4110 | Uncommon Cents Investing LLC | US$461.46M | +US$30.46M+7.07% | 215 | July 20, 2026 |
| 4111 | HARRELL INVESTMENT PARTNERS, LLC | US$461.33M | +US$42.15M+10.06% | 144 | July 9, 2026 |
| 4112 | Prevatt Capital Ltd | US$461.2M | +US$90.15M+24.29% | 12 | August 14, 2026 |
| 4113 | Peregrine Asset Advisers, Inc. | US$461.1M | +US$89.79M+24.18% | 218 | August 10, 2026 |
| 4114 | Investment Advisory Group, LLC | US$461.01M | +US$67.61M+17.19% | 220 | August 6, 2026 |
| 4115 | SECTOR GAMMA AS | US$460.97M | +US$37.48M+8.85% | 40 | August 12, 2026 |
| 4116 | JOHO CAPITAL LLC | US$460.42M | +US$87.35M+23.41% | 10 | August 14, 2026 |
| 4117 | Generali Investments, Management Co LLC | US$460.34M | +US$30.43M+7.08% | 164 | July 10, 2026 |
| 4118 | ALPINE WOODS CAPITAL INVESTORS, LLC | US$460.17M | +US$43.5M+10.44% | 220 | August 7, 2026 |
| 4119 | DeDora Capital, Inc. | US$460.1M | +US$52.25M+12.81% | 129 | July 13, 2026 |
| 4120 | RIA Advisory Group LLC | US$459.57M | +US$38.86M+9.24% | 154 | July 23, 2026 |
| 4121 | Atwater Malick LLC | US$459.12M | +US$88.88M+24.01% | 130 | July 27, 2026 |
| 4122 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | US$459.03M | +US$346.51M+307.97% | 129 | August 13, 2026 |
| 4123 | VELA Investment Management, LLC | US$458.97M | +US$30.25M+7.06% | 165 | August 27, 2026 |
| 4124 | Syverson Strege & Co | US$458.88M | +US$43.27M+10.41% | 186 | August 6, 2026 |
| 4125 | RDA Financial Network | US$458.76M | +US$59.13M+14.80% | 286 | July 6, 2026 |
| 4126 | Peterson Wealth Services | US$458.71M | +US$53.99M+13.34% | 245 | July 27, 2026 |
| 4127 | G2 CAPITAL MANAGEMENT, LLC / OH | US$458.6M | +US$47.23M+11.48% | 70 | August 11, 2026 |
| 4128 | Coleford Investment Management Ltd. | US$458.5M | +US$50.75M+12.45% | 23 | August 12, 2026 |
| 4129 | Global Assets Advisory, LLC | US$458.35M | +US$108.96M+31.19% | 322 | July 27, 2026 |
| 4130 | Seven Springs Wealth Group, LLC | US$458.09M | +US$25.61M+5.92% | 85 | August 4, 2026 |
| 4131 | AllGen Financial Advisors, Inc. | US$457.98M | +US$36.5M+8.66% | 36 | July 22, 2026 |
| 4132 | Strategic Advisors LLC | US$457.21M | −US$144.95M−24.07% | 164 | July 28, 2026 |
| 4133 | Westmount Partners, LLC | US$457.09M | +US$50.83M+12.51% | 275 | July 7, 2026 |
| 4134 | Atlas Private Wealth Advisors | US$456.82M | +US$32.06M+7.55% | 139 | July 28, 2026 |
| 4135 | Carmel Capital Management L.L.C. | US$456.37M | +US$107.19M+30.70% | 28 | July 23, 2026 |
| 4136 | Canal Insurance CO | US$456.3MFiled in thousands, converted | −US$9.1M−1.96% | 76 | July 21, 2026 |
| 4137 | Warther Private Wealth, LLC | US$455.94M | +US$29.41M+6.90% | 50 | August 14, 2026 |
| 4138 | CARDEROCK CAPITAL MANAGEMENT INC | US$455.76M | +US$50.96M+12.59% | 67 | July 7, 2026 |
| 4139 | Legacy Wealth Asset Management, LLC | US$455.63M | +US$44.65M+10.86% | 380 | July 9, 2026 |
| 4140 | CLG LLC | US$455.43M | +US$52.71M+13.09% | 156 | July 16, 2026 |
| 4141 | Cordatus Wealth Management LLC | US$455.33M | +US$35.11M+8.36% | 168 | July 29, 2026 |
| 4142 | NATURAL INVESTMENTS, LLC | US$455.25MFiled in thousands, converted | +US$49.81M+12.29% | 301 | July 31, 2026 |
| 4143 | Colony Family Offices, LLC | US$455.05M | +US$49.55M+12.22% | 61 | July 20, 2026 |
| 4144 | Miramar Capital, LLC | US$454.97M | +US$5.76M+1.28% | 57 | July 27, 2026 |
| 4145 | Bulldog Investors, LLP | US$454.73M | +US$9.75M+2.19% | 228 | August 14, 2026 |
| 4146 | Lisanti Capital Growth, LLC | US$454.58M | +US$57.75M+14.55% | 109 | August 10, 2026 |
| 4147 | Highland Financial Advisors, LLC | US$454.58M | +US$75.88M+20.04% | 73 | July 9, 2026 |
| 4148 | Progressive Investment Management Corp | US$454.36M | +US$75.62M+19.97% | 56 | August 4, 2026 |
| 4149 | GSG Advisors LLC | US$454.32M | +US$69.33M+18.01% | 149 | August 13, 2026 |
| 4150 | Markowski Investments | US$454.21M | No filing last quarter | 619 | August 13, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.