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 |
|---|---|---|---|---|---|
| 4301 | PSI Advisors, LLC | US$430.45M | +US$12.95M+3.10% | 151 | August 3, 2026 |
| 4302 | Fusion Capital, LLC | US$430.43M | +US$59.81M+16.14% | 112 | August 5, 2026 |
| 4303 | Luminvest Wealth Management LLC | US$430.34M | +US$47.87M+12.52% | 58 | July 29, 2026 |
| 4304 | West Branch Capital LLC | US$430.26M | +US$56.78M+15.20% | 355 | July 10, 2026 |
| 4305 | Rakuten Securities, Inc. | US$430.21M | +US$189.46M+78.70% | 914 | August 12, 2026 |
| 4306 | Strategic Family Wealth Counselors, L.L.C. | US$429.96M | +US$49.22M+12.93% | 182 | August 14, 2026 |
| 4307 | Prostatis Group LLC | US$429.39M | +US$38.68M+9.90% | 190 | August 14, 2026 |
| 4308 | Virtus Investment Advisers, LLC | US$429.24M | +US$66.71M+18.40% | 463 | August 11, 2026 |
| 4309 | Main Street Group, LTD | US$429.19M | +US$88.75M+26.07% | 1,544 | July 13, 2026 |
| 4310 | Navalign, LLC | US$429.11M | +US$32.62M+8.23% | 132 | July 28, 2026 |
| 4311 | LEGACY FINANCIAL GROUP, INC. | US$428.53M | +US$50.1M+13.24% | 104 | July 30, 2026 |
| 4312 | TRUEFG, LLC | US$428.22M | +US$50.95M+13.50% | 75 | July 16, 2026 |
| 4313 | Straight Path Wealth Management | US$427.81M | +US$53.46M+14.28% | 141 | July 27, 2026 |
| 4314 | BOONE CAPITAL MANAGEMENT LLC | US$427.54M | +US$101.13M+30.98% | 16 | August 14, 2026 |
| 4315 | BankPlus Trust Department | US$427.52M | +US$53.22M+14.22% | 514 | July 28, 2026 |
| 4316 | Sound Capital Solutions LLC | US$427.44M | No filing last quarter | 309 | August 13, 2026 |
| 4317 | Dockside LLC | US$427.38M | +US$30.02M+7.56% | 184 | August 3, 2026 |
| 4318 | DSC Meridian Capital LP | US$427.16M | +US$102.06M+31.39% | 15 | August 14, 2026 |
| 4319 | Lester Murray Antman dba SimplyRich | US$427.07MFiled in thousands, converted | +US$36.14M+9.24% | 216 | August 3, 2026 |
| 4320 | Ironsides Asset Advisors, LLC | US$426.89M | +US$28.18M+7.07% | 83 | August 12, 2026 |
| 4321 | Vermillion Wealth Management, Inc. | US$426.55M | +US$171.79M+67.43% | 1,786 | July 16, 2026 |
| 4322 | PRAIRIE ADVISORY, LLC | US$426.42M | No filing last quarter | 167 | July 20, 2026 |
| 4323 | Ruedi Wealth Management, Inc. | US$426.3M | +US$38.03M+9.79% | 62 | July 29, 2026 |
| 4324 | AyurMaya Capital Management Company, LP | US$426.03M | +US$92.5M+27.73% | 1 | August 13, 2026 |
| 4325 | Lifelong Wealth Advisors, Inc. | US$425.62M | +US$49.32M+13.11% | 99 | July 16, 2026 |
| 4326 | Go Invest LLC | US$425.55M | +US$76.67M+21.98% | 129 | August 5, 2026 |
| 4327 | Ashoka WhiteOak Capital Pte Ltd | US$425.28M | +US$161.77M+61.39% | 17 | August 7, 2026 |
| 4328 | Wealth Management Partners, LLC | US$425M | +US$75.13M+21.47% | 154 | July 22, 2026 |
| 4329 | Sterling Investment Counsel, LLC | US$424.85M | +US$68M+19.06% | 197 | July 20, 2026 |
| 4330 | Rinkey Investments | US$424.81M | +US$33.84M+8.66% | 128 | July 20, 2026 |
| 4331 | SWMG, LLC | US$424.46M | +US$74.28M+21.21% | 100 | July 15, 2026 |
| 4332 | Fivespan Partners, LP | US$424.32M | +US$46.94M+12.44% | 6 | August 13, 2026 |
| 4333 | AMJ Financial Wealth Management | US$424.01M | US$00.00% | 86 | August 10, 2026 |
| 4334 | Myriad Asset Management Advisors LLC | US$423.78M | +US$84.39M+24.87% | 49 | July 20, 2026 |
| 4335 | Meredith Wealth Planning | US$423.71M | +US$54.59M+14.79% | 74 | July 24, 2026 |
| 4336 | Wood Tarver Financial Group, LLC | US$423.6MFiled in thousands, converted | +US$61.75M+17.06% | 165 | August 13, 2026 |
| 4337 | AVALON CAPITAL MANAGEMENT | US$423.39M | +US$69.07M+19.49% | 130 | July 16, 2026 |
| 4338 | WHITE PINE CAPITAL LLC | US$423.22M | −US$299.74M−41.46% | 240 | August 5, 2026 |
| 4339 | Miller Value Partners, LLC | US$423.07M | +US$39.89M+10.41% | 56 | August 14, 2026 |
| 4340 | M3F, Inc. | US$422.17MFiled in thousands, converted | +US$18.67M+4.63% | 22 | August 13, 2026 |
| 4341 | Westwind Capital | US$422.08MFiled in thousands, converted | +US$5.64M+1.35% | 77 | July 15, 2026 |
| 4342 | GLOBE LIFE INC. | US$421.61M | +US$40.81M+10.72% | 2 | August 3, 2026 |
| 4343 | RENAISSANCERE HOLDINGS LTD | US$421.5M | +US$15.24M+3.75% | 5 | August 7, 2026 |
| 4344 | Atlatl Advisers LLC | US$421.15M | +US$286.39M+212.52% | 459 | July 22, 2026 |
| 4345 | DELTA FINANCIAL ADVISORS LLC | US$421.05M | +US$37.23M+9.70% | 152 | August 5, 2026 |
| 4346 | EnRich Financial Partners LLC | US$420.98M | +US$43.9M+11.64% | 67 | July 27, 2026 |
| 4347 | Compass Advisory Group LLC | US$420.8M | +US$47.08M+12.60% | 89 | August 11, 2026 |
| 4348 | PIER 88 INVESTMENT PARTNERS LLC | US$420.73M | +US$31.02M+7.96% | 110 | August 4, 2026 |
| 4349 | Fruth Investment Management | US$420.62MFiled in thousands, converted | +US$19.36M+4.83% | 225 | July 10, 2026 |
| 4350 | PYA Waltman Capital, LLC | US$420.55M | +US$59.85M+16.59% | 67 | August 14, 2026 |
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.