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 |
|---|---|---|---|---|---|
| 4201 | BROWN, LISLE/CUMMINGS, INC. | US$445.76M | +US$45.33M+11.32% | 1,054 | September 2, 2026 |
| 4202 | Maniro Ltd | US$445.71M | +US$115.67M+35.05% | 29 | August 14, 2026 |
| 4203 | Tyro Capital Management LLC | US$445.67M | −US$474.95M−51.59% | 15 | August 13, 2026 |
| 4204 | Hunter Perkins Capital Management, LLC | US$445.57MFiled in thousands, converted | +US$19.02M+4.46% | 149 | July 16, 2026 |
| 4205 | MERIDIAN MANAGEMENT CO | US$445.55M | +US$43.63M+10.85% | 112 | August 4, 2026 |
| 4206 | Howard Hughes Medical Institute | US$445.36M | +US$29.55M+7.11% | 30 | August 14, 2026 |
| 4207 | Legacy Wealth Partners, LLC | US$445.26M | +US$46.34M+11.62% | 189 | July 22, 2026 |
| 4208 | SEARLE & CO. | US$445.13M | +US$47.44M+11.93% | 194 | July 27, 2026 |
| 4209 | Tillman Hartley LLC | US$445.12M | +US$46.82M+11.75% | 155 | August 6, 2026 |
| 4210 | LITTLE HOUSE CAPITAL LLC | US$445.1M | +US$57.75M+14.91% | 113 | August 7, 2026 |
| 4211 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | US$445.05M | +US$45.3M+11.33% | 204 | August 7, 2026 |
| 4212 | CGC Financial Services, LLC | US$444.66M | +US$98.6M+28.49% | 337 | July 13, 2026 |
| 4213 | Dodds Wealth, LLC | US$444.57M | +US$37.17M+9.12% | 56 | August 6, 2026 |
| 4214 | United Wealth Management, LLC | US$444.41M | +US$42.14M+10.48% | 24 | July 23, 2026 |
| 4215 | Accel Wealth Management | US$444.38M | +US$61.02M+15.92% | 305 | July 10, 2026 |
| 4216 | Tradewinds, LLC. | US$444.33M | +US$134.01M+43.19% | 216 | August 14, 2026 |
| 4217 | Arjuna Capital | US$444.3M | +US$51.03M+12.98% | 113 | August 14, 2026 |
| 4218 | Wakefield Asset Management LLLP | US$444.23M | +US$66.81M+17.70% | 225 | August 11, 2026 |
| 4219 | Tidemark, LLC | US$444.21M | +US$50.73M+12.89% | 935 | August 10, 2026 |
| 4220 | Venator Management LLC | US$444.04M | +US$28.17M+6.77% | 27 | August 13, 2026 |
| 4221 | Empirical Asset Management, LLC | US$444.01M | +US$64.69M+17.05% | 448 | August 10, 2026 |
| 4222 | SK Wealth Management, LLC | US$443.99M | +US$39.48M+9.76% | 80 | August 12, 2026 |
| 4223 | VANCE WEALTH, LLC | US$443.71M | +US$97.49M+28.16% | 137 | August 14, 2026 |
| 4224 | Duncan Williams Asset Management, LLC | US$443.61M | +US$82.93M+22.99% | 172 | July 22, 2026 |
| 4225 | TrueWealth Advisors, LLC | US$443.55M | +US$46M+11.57% | 235 | July 8, 2026 |
| 4226 | PRINCETON CAPITAL MANAGEMENT LLC | US$443.4M | +US$76.79M+20.95% | 145 | August 11, 2026 |
| 4227 | Peak Planning Group, LLC | US$443.13M | +US$82.32M+22.82% | 128 | August 12, 2026 |
| 4228 | ADAMS STREET PARTNERS LLC | US$442.65M | +US$182.34M+70.04% | 4 | August 14, 2026 |
| 4229 | Bouvel Investment Partners, LLC | US$442.3M | +US$97.66M+28.34% | 84 | July 17, 2026 |
| 4230 | Franklin, Parlapiano, Turner & Welch, LLC | US$442.25M | +US$22.55M+5.37% | 55 | July 9, 2026 |
| 4231 | HWG Holdings LP | US$442.2M | +US$57.67M+15.00% | 44 | July 14, 2026 |
| 4232 | Cerro Pacific Wealth Advisors LLC | US$442.18M | +US$60.96M+15.99% | 165 | July 15, 2026 |
| 4233 | Sagewood Asset Management LP | US$442.05M | +US$122.81M+38.47% | 432 | July 29, 2026 |
| 4234 | DOLIVER ADVISORS, LP | US$441.94M | +US$2.02M+0.46% | 191 | July 10, 2026 |
| 4235 | TWIN PEAKS WEALTH ADVISORS, LLC | US$441.52M | +US$44.45M+11.19% | 226 | August 13, 2026 |
| 4236 | EdgeRock Capital LLC | US$441.35M | +US$71.81M+19.43% | 134 | July 24, 2026 |
| 4237 | Alta Advisers Ltd | US$441.2M | +US$164.82M+59.64% | 220 | August 12, 2026 |
| 4238 | PIONEER TRUST BANK N A/OR | US$441.08M | +US$29.02M+7.04% | 136 | July 23, 2026 |
| 4239 | Morton Brown Family Wealth, LLC | US$441.08M | +US$62.66M+16.56% | 416 | July 21, 2026 |
| 4240 | Cardinal Strategic Wealth Guidance | US$441.03M | +US$61.83M+16.30% | 67 | July 30, 2026 |
| 4241 | LONG WALK MANAGEMENT LP | US$440.83M | +US$97.3M+28.32% | 14 | August 14, 2026 |
| 4242 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | US$440.5M | +US$57.94M+15.15% | 81 | August 10, 2026 |
| 4243 | Roberts Wealth Advisors, LLC | US$440.26M | +US$46.35M+11.77% | 111 | July 30, 2026 |
| 4244 | Euclidean Capital LLC | US$439.84M | +US$47.53M+12.11% | 11 | August 14, 2026 |
| 4245 | Turiya Advisors Asia Ltd | US$439.56M | −US$56.68M−11.42% | 3 | August 12, 2026 |
| 4246 | New Capital Management LP | US$439.05M | +US$17M+4.03% | 60 | July 14, 2026 |
| 4247 | OnyxPoint Global Management LP | US$438.93M | +US$14.5M+3.42% | 35 | August 14, 2026 |
| 4248 | HighVista Strategies LLC | US$438.6M | +US$76.44M+21.11% | 147 | August 14, 2026 |
| 4249 | Bridge City Capital, LLC | US$438.14M | +US$77.33M+21.43% | 114 | August 11, 2026 |
| 4250 | Astoria Strategic Wealth, Inc. | US$437.79M | +US$43.89M+11.14% | 36 | July 16, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.