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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.

RankInstitutionHoldings ↓Quarter change
4251CITIZENS & NORTHERN CORPUS$437.7M+9.15%
4252Prudent Man Advisors, LLCUS$437.54M+31.03%
4253Fairway Wealth LLCUS$437.38M+15.42%
4254Strategic Investment Solutions, Inc. /ILUS$437.28M+5.62%
4255Westend Capital Management, LLCUS$437.15M+31.22%
4256IDG-Accel China Capital II Associates L.P.US$436.79M−34.56%
4257City State BankUS$436.42M+13.27%
4258Boltwood Capital ManagementUS$436.41M+11.31%
4259Aquire Wealth Advisors, LLCUS$436.33M+14.66%
4260Prosperity Planning, Inc.US$436.3M+10.55%
4261MONARCH CAPITAL MANAGEMENT INCUS$436.18M+6.75%
4262Bare Financial Services, IncUS$435.85M+15.20%
4263Able Wealth Management LLCUS$435.84M+16.52%
4264Peak Financial Management, Inc.US$435.53M+10.57%
4265Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-YorkUS$435.35M+0.93%
4266Goodman Advisory Group, LLCUS$435.04M+12.87%
4267Lionstone Capital Management LLCUS$435M+5.32%
4268MPS Loria Financial Planners, LLCUS$434.98M+14.77%
4269One Charles Private Wealth Services, LLCUS$434.46M+8.71%
4270Cape Ann Asset Management LtdUS$434.41M−1.34%
4271Carr Financial Group CorpUS$434.39M+15.47%
4272New Republic Capital, LLCUS$434.18M+46.34%
4273Neo Ivy Capital ManagementUS$434.04M+14.50%
4274HUSSMAN STRATEGIC ADVISORS, INC.US$434.03M−6.17%
4275Divisar Capital Management LLCUS$433.98M+10.60%
4276Seafarer Capital Partners, LLCUS$433.94M−0.43%
4277CLARK ESTATES INC/NYUS$433.71M+4.21%
4278Bay Harbor Wealth Management, LLCUS$433.59M+12.42%
4279BRC Group Holdings, Inc.US$433.57M−4.97%
4280Creative Capital Management Investments LLCUS$433.46M+24.39%
4281Shah Wealth Advisors, LLCUS$433.3MNo filing last quarter
4282Safeguard Investment Advisory Group, LLCUS$433.12M+19.65%
4283HEIGHTS CAPITAL MANAGEMENT, INCUS$433.07M+20.71%
4284Intergy Private Wealth, LLCUS$433M+26.99%
4285Greenstone Partners & Co., LLCUS$432.6M+9.50%
4286Cornerstone Planning, LLCUS$432.34M−2.40%
4287Grandeur Peak Global Advisors, LLCUS$432.05M+1.23%
4288Investment Planning Advisors, Inc.US$431.82M+18.89%
4289MONIMUS CAPITAL MANAGEMENT, LPUS$431.8M+19.72%
4290Gradient Capital Advisors, LLCUS$431.78M+11.93%
4291Blueshift Asset Management, LLCUS$431.75M+31.02%
4292Boundless Plain Holdings LtdUS$431.61M+42.13%
4293SIEMENS PENSION TRUST E VUS$431.29M−1.31%
4294BWM Planning, LLCUS$431.25M+13.75%
4295Ripple Effect Asset Management LPUS$431.24M−36.46%
4296CCG WEALTH MANAGEMENT, LLCUS$431.11M+16.87%
4297Private Wealth Management Group, LLCUS$431.02M+13.18%
4298CAT ROCK CAPITAL MANAGEMENT LPUS$431.02M−33.03%
4299Doma Perpetual Capital Management LLCUS$430.81M+15.69%
4300BOS Asset Management, LLCUS$430.71M+10.01%

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.