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 |
|---|---|---|---|---|---|
| 4351 | True Wealth Design, LLC | US$420.46M | +US$60.02M+16.65% | 2,656 | July 16, 2026 |
| 4352 | ETF Portfolio Partners, Inc. | US$420.38M | +US$39.7M+10.43% | 70 | July 13, 2026 |
| 4353 | ATTICUS WEALTH MANAGEMENT, LLC | US$420.12M | +US$51.21M+13.88% | 177 | July 15, 2026 |
| 4354 | LIBERTY SQUARE WEALTH PARTNERS LLC | US$419.87M | +US$61.44M+17.14% | 140 | August 10, 2026 |
| 4355 | UNIVERSITY OF CHICAGO | US$419.72M | +US$96.31M+29.78% | 14 | August 14, 2026 |
| 4356 | BALLAST ADVISORS LLC | US$419.71M | +US$76.07M+22.14% | 197 | August 12, 2026 |
| 4357 | Prairie Wealth Advisors, Inc. | US$419.62M | +US$188.92M+81.89% | 258 | August 12, 2026 |
| 4358 | 325 CAPITAL LLC | US$419.5M | +US$145.01M+52.83% | 12 | August 14, 2026 |
| 4359 | ROMAN BUTLER FULLERTON & CO | US$419.14M | +US$55.5M+15.26% | 280 | August 6, 2026 |
| 4360 | Xcel Wealth Management, LLC | US$419.09M | +US$57.54M+15.92% | 140 | July 24, 2026 |
| 4361 | Nut Tree Capital Management, LP | US$419.01M | +US$173.74M+70.84% | 8 | August 14, 2026 |
| 4362 | Daybright Advisory Services, Inc. | US$418.95M | +US$57.61M+15.94% | 145 | August 4, 2026 |
| 4363 | SOMERVILLE KURT F | US$418.8M | +US$39.73M+10.48% | 407 | August 11, 2026 |
| 4364 | Thiel Macro LLC | US$418.67M | +US$418.67M | 8 | August 14, 2026 |
| 4365 | Sunflower Bank, N.A. | US$418.35M | +US$25.97M+6.62% | 226 | August 14, 2026 |
| 4366 | New England Capital Financial Advisors LLC | US$418.26M | +US$53M+14.51% | 432 | July 27, 2026 |
| 4367 | Centurion Wealth Management LLC | US$418.23M | −US$25.61M−5.77% | 283 | July 9, 2026 |
| 4368 | TSP Capital Management Group, LLC | US$418.01M | +US$8.17M+1.99% | 43 | July 31, 2026 |
| 4369 | Fi3 FINANCIAL ADVISORS, LLC | US$417.9M | +US$71.46M+20.63% | 233 | August 14, 2026 |
| 4370 | Landmark Wealth Management, LLC | US$417.88M | +US$44.43M+11.90% | 151 | August 10, 2026 |
| 4371 | Concentrum Wealth Management | US$417.83M | +US$79.21M+23.39% | 127 | August 6, 2026 |
| 4372 | Vestwell Advisors, LLC | US$417.82M | +US$52.7M+14.43% | 26 | August 14, 2026 |
| 4373 | Resolute Advisors LLC | US$417.46M | +US$175.58M+72.59% | 82 | August 14, 2026 |
| 4374 | Almitas Capital LLC | US$417.36M | −US$25.19M−5.69% | 130 | August 17, 2026 |
| 4375 | CONSILIO WEALTH ADVISORS, LLC | US$417.35M | +US$74.97M+21.90% | 110 | August 10, 2026 |
| 4376 | Seascape Capital Management | US$417.34MFiled in thousands, converted | +US$70.04M+20.17% | 96 | July 21, 2026 |
| 4377 | EPG Wealth Management LLC | US$417.33M | +US$48.63M+13.19% | 318 | July 28, 2026 |
| 4378 | CIM INVESTMENT MANAGEMENT INC | US$417.22M | +US$42.44M+11.32% | 276 | September 29, 2026 |
| 4379 | McMill Wealth Management | US$416.91M | +US$40.06M+10.63% | 61 | August 17, 2026 |
| 4380 | STEVENS CAPITAL MANAGEMENT LP | US$416.64MFiled in thousands, converted | −US$232.53M−35.82% | 213 | August 11, 2026 |
| 4381 | ANCHYRA PARTNERS LLC | US$416.39M | +US$86.87M+26.36% | 350 | July 23, 2026 |
| 4382 | Revisor Wealth Management LLC | US$416.17M | +US$54.1M+14.94% | 371 | July 22, 2026 |
| 4383 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | US$416.16M | +US$33.86M+8.86% | 80 | August 13, 2026 |
| 4384 | CAPITAL WEALTH MANAGEMENT, LLC | US$415.89M | +US$46.28M+12.52% | 39 | July 9, 2026 |
| 4385 | Prasad Wealth Partners, LLC | US$415.56M | +US$48.16M+13.11% | 160 | July 29, 2026 |
| 4386 | Walter Public Investments Inc. | US$415.51M | −US$2.58M−0.62% | 53 | August 5, 2026 |
| 4387 | BigSur Wealth Management LLC | US$415.5M | +US$59.02M+16.56% | 170 | July 14, 2026 |
| 4388 | Squire Investment Management Company, LLC | US$415.31M | +US$55.53M+15.44% | 89 | July 28, 2026 |
| 4389 | KFA Private Wealth Group, LLC | US$415.23M | −US$1.4M−0.34% | 150 | July 28, 2026 |
| 4390 | Oldfield Partners LLP | US$414.83M | +US$21.49M+5.46% | 18 | July 10, 2026 |
| 4391 | Winthrop Capital Management, LLC | US$414.09MFiled in thousands, converted | +US$24.59M+6.31% | 351 | August 13, 2026 |
| 4392 | Pioneer Wealth Management Group | US$413.94M | +US$57.4M+16.10% | 55 | July 7, 2026 |
| 4393 | Measured Wealth Private Client Group, LLC | US$413.73M | +US$47.62M+13.01% | 723 | August 10, 2026 |
| 4394 | COLTON GROOME FINANCIAL ADVISORS, LLC | US$413.63M | +US$62.39M+17.76% | 164 | July 22, 2026 |
| 4395 | RFG - Bristol Wealth Advisors, LLC | US$413.63M | +US$43.01M+11.60% | 188 | July 27, 2026 |
| 4396 | Hudson Capital Management LLC | US$413.63M | +US$26.68M+6.89% | 74 | July 14, 2026 |
| 4397 | Vision Retirement, LLC | US$413.62M | +US$62.06M+17.65% | 621 | July 21, 2026 |
| 4398 | BNC WEALTH MANAGEMENT, LLC | US$413.55M | +US$53.19M+14.76% | 107 | July 21, 2026 |
| 4399 | Siena Capital Partners GP, LLC | US$413.42M | +US$27.95M+7.25% | 101 | August 14, 2026 |
| 4400 | Synergy Investment Management, LLC | US$413.37M | +US$107.63M+35.20% | 1,642 | 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.