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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
4451Modus Advisors, LLCUS$404.98M+11.48%
4452TUCKER ASSET MANAGEMENT LLCUS$404.83M+21.04%
4453WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVUS$404.57M+13.89%
4454Seaside Wealth Management, Inc.US$404.55M+13.78%
4455ROBERTS GLORE & CO INC /IL/US$404.44M+11.13%
4456Buckley Wealth Management, LLCUS$404.34M+3.19%
4457BUTENSKY & COHEN FINANCIAL SECURITY, INCUS$404.26M+6.42%
4458PROATHLETE WEALTH MANAGEMENT LLCUS$404.05M+12.08%
4459McElhenny Sheffield Capital Management, LLCUS$403.78M+0.10%
4460Arcataur Capital Management LLCUS$403.5M+12.27%
4461WBI INVESTMENTS, LLCUS$403.49M+11.35%
4462BURKE & HERBERT BANK & TRUST COUS$403.41M+11.47%
4463OLIO Financial PlanningUS$403.11M+11.68%
4464Clean Yield GroupUS$403M+13.45%
4465OGOREK ANTHONY JOSEPH /NY/ /ADVUS$402.72MFiled in thousands, converted+10.36%
4466Manske Wealth ManagementUS$402.7M+12.81%
4467Grandview Asset Management LLCUS$402.57M+17.83%
4468Sterling Wealth Management, Inc.US$402.29M+10.44%
4469Grace & Mercy Foundation, Inc.US$401.7M−1.95%
4470Cliffwater LLCUS$401.66M+6.44%
4471PING CAPITAL MANAGEMENT, INC.US$400.98M+14.47%
4472Heritage Wealth Management, Inc.US$400.84M+98.45%
4473ABSOLUTE CAPITAL MANAGEMENT, LLCUS$400.81M+33.14%
4474PHYSICIANS FINANCIAL SERVICES, INC.US$400.74MFiled in thousands, converted+9.72%
4475Redmond Asset Management, LLCUS$400.7M+9.40%
4476INTERCAPITAL, LLCUS$400.58M+33.81%
4477OLP CAPITAL MANAGEMENT LtdUS$400.05M−71.70%
4478Presidio Capital Management, LLCUS$399.94M+16.14%
4479TriaGen Wealth Management LLCUS$399.83M+9.23%
4480Elmwood Wealth Management, Inc.US$399.8M+10.56%
4481FIDUCIARY FAMILY OFFICE, LLCUS$399.79M+13.95%
4482Sandy Cove Advisors, LLCUS$399.77M+19.67%
4483Argent Advisors, Inc.US$399.66M+9.14%
4484SAYBROOK CAPITAL /NCUS$399.51M+7.58%
4485ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.US$399.46M+35.85%
4486Three Bridge Wealth Advisors, LLCUS$399.35M+9.65%
4487FSA WEALTH PARTNERS, INC.US$399.32M+89.87%
4488LANDMARK INVESTMENT PARTNERS, L.P.US$399.29M+186.62%
4489Kerrisdale Advisers, LLCUS$399.22M+51.96%
4490BLUEFIN CAPITAL MANAGEMENT, LLCUS$399.19M+156.02%
4491Valtinson Bruner Financial Planning LLCUS$399.09M+9.63%
4492VCI Wealth Management LLCUS$398.94M+10.58%
4493COWA, LLCUS$398.64M+7.56%
4494WorthPointe, LLCUS$398.59M+7.93%
4495Alfreton Capital LLPUS$398.57M+29.40%
4496Hudson Value Partners, LLCUS$398.5M+18.92%
4497Summit Investment Advisory Services, LLCUS$398.46M+48.02%
4498Shoker Investment Counsel, Inc.US$398.39M+18.27%
4499Stiles Financial Services IncUS$398.16M+21.67%
4500Fischer Financial Services, Inc.US$398.05M+33.88%

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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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.