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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
4401WP Advisors, LLCUS$413.33M+6.93%
4402JRM Investment Counsel, LLCUS$413.3M+10.09%
4403CYPRESS FINANCIAL PLANNING LLCUS$412.92M+13.88%
4404Kanen Wealth Management LLCUS$412.58M+48.38%
4405Hilltop Partners LLCUS$412.35M+5.82%
4406Kiltearn Partners LLPUS$412.12M+10.89%
4407EntryPoint Capital, LLCUS$412.06M+20.76%
4408TOBAMUS$411.94MFiled in thousands, converted+7.23%
4409WealthCare Investment Partners, LLCUS$411.75M+14.24%
4410MCDONALD PARTNERS LLCUS$411.74M−2.90%
4411Accretive Wealth Partners, LLCUS$411.63M+15.68%
4412Taylor Hoffman Capital Management LLCUS$411.6M+26.81%
4413Prism Advisors, Inc.US$411.58M+9.88%
4414ENDEAVOR PRIVATE WEALTH, INC.US$411.5M+18.00%
4415Inlet Private Wealth, LLCUS$411.33M+5.05%
4416Alpine Investment Management LtdUS$411.2M+2.59%
4417ELEVATUS WELATH MANAGEMENTUS$411.14M+115.48%
4418Aspiring Ventures, LLCUS$411.13M+24.67%
4419Financial Perspectives, IncUS$410.87M+14.70%
4420Gavilan Investment Partners LLCUS$410.76M+10.33%
4421HURRICANE CAPITAL ADVISORS LLCUS$410.53M+27.94%
4422First Washington CORPUS$410.53M+16.15%
4423Henrickson Nauta Wealth Advisors, Inc.US$410.45M+15.19%
4424Acorn Wealth Advisors, LLCUS$410.32M+19.62%
4425Strata Wealth Advisors, LLCUS$410.03M+12.44%
4426Pinnacle Financial Group, LLC / ILUS$409.74M+12.31%
4427HFR Wealth Management, LLCUS$409.69M+0.57%
4428ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCUS$409.49M+23.90%
4429Ifrah Financial Services, Inc.US$409.46M+8.24%
4430DKRT Investments Corp.US$409.25M+3.72%
4431Rock Point Advisors, LLCUS$408.91M+10.64%
4432Rooted Wealth Advisors, Inc.US$408.48M+7.72%
4433Sicart Associates LLCUS$408.4M+4.91%
4434TIFF ADVISORY SERVICES, LLCUS$407.87M−8.09%
4435Polunin Capital Partners LtdUS$407.42MFiled in thousands, converted+5.72%
4436INCEPTIONR LLCUS$407.4M−1.92%
4437EQ LLCUS$407.21M+14.71%
4438Amicus Financial Advisors, LLCUS$407M+12.12%
4439RETIREMENT FINANCIAL SOLUTIONS, LLCUS$406.79M+16.29%
4440PLATINUM INVESTMENT MANAGEMENT LTDUS$406.75M+2.52%
4441KETTLE HILL CAPITAL MANAGEMENT, LLCUS$406.35M+1.82%
4442Bond & Devick Financial Network, Inc.US$406.15M+13.33%
4443Warner Group LLCUS$406.05M+165.10%
4444FCA CORP /TXUS$405.96M+14.66%
4445Tactive Advisors, LLCUS$405.92M+14.45%
4446ARK & TLK INVESTMENTS, LLCUS$405.9M+9.85%
4447Whitefort Capital Management, LPUS$405.7M+19.64%
4448Headland Capital, LLCUS$405.54M+14.26%
4449Benchmark Financial Wealth Advisors, LLCUS$405.48M+12.29%
4450Cisco Systems, Inc.US$405.22M+27.79%

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.