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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
951Park National Corp /Oh/OH$3.28B381+2.4%
952Eversource Wealth Advisors, LLCAL$3.27B4,377+20.6%
953Bain Capital Investors LLCMA$3.27B7-29.3%
954Moran Wealth Management, LLCFL$3.27B474+0.1%
955Prana Capital Management, LPCT$3.26B126+18.4%
956Matson Money. Inc.OH$3.26B9+3.0%
957Fund Evaluation Group, LLCOH$3.25B73+7.7%
958Ameritas Investment Partners, Inc.NE$3.25B3,113-0.9%
959Sih Partners, LllpDE$3.25B256+89.1%
960Scharf Investments, LLCCA$3.24B70-12.8%
961Compound Planning, Inc.NY$3.24B1,198-4.2%
962First National Bank Of OmahaNE$3.24B497-4.0%
963Simplex Trading, LLCIL$3.23B2,613-9.1%
964Retirement Planning Group, LLCKS$3.23B481+6.0%
965Exencial Wealth Advisors, LLCOK$3.22B563+1.9%
966Meyer Handelman CoNY$3.22B220+0.7%
967Stock Yards Bank & Trust CoKY$3.21B396-1.6%
968Northcrest Asset Manangement, LLCMN$3.21B766-28.3%
969Karpus Management, Inc.NY$3.21B231-1.6%
970Himalaya Capital Management LLCWA$3.20B14-10.3%
971Brooklyn Investment GroupNY$3.20B1,827+47.6%
972Burney Co/VA$3.20B578-0.3%
973Dme Capital Management, LPNY$3.19B45+12.0%
974Steelpeak Wealth, LLCCA$3.19B527+4.9%
975Maseco LLPUnited Kingdom$3.19B391+38.8%
976Scopus Asset Management, L.P.NY$3.19B140-11.2%
977Foxhaven Asset Management, LPVA$3.19B14-21.5%
978Daymark Wealth Partners, LLCOH$3.18B739+1.3%
979Ceredex Value Advisors LLCFL$3.18B163-4.4%
980Dynamic Advisor Solutions LLCAZ$3.17B960+1.8%
981Argent Capital Management LLCMO$3.17B158-10.1%
982Bragg Financial Advisors, IncNC$3.16B362+2.9%
983Emerald Advisers, LLCPA$3.16B248-2.6%
984Polar Asset Management Partners Inc.Ontario$3.16B647-19.8%
985Hartford Investment Management CoCT$3.16B495-5.5%
986Avidian Wealth Enterprises, LLCTX$3.15B662+14.8%
987Bnp ParibasNY$3.15B333-10.0%
988Gerber Kawasaki Wealth & Investment ManagementCA$3.14B350+9.6%
989Bvf Inc/IlCA$3.14B41+5.7%
990Hyperion Asset Management LtdAustralia$3.14B18-12.3%
991Lindsell Train LtdUnited Kingdom$3.14B27-20.5%
992Summittx Capital, L.P.TX$3.13B738-5.0%
993Eulav Asset ManagementFL$3.12B133-16.7%
994Axxcess Wealth Management, LLCCA$3.12B372-44.3%
995Larson Financial Group LLCMO$3.12B3,587+4.3%
996Cevian Capital II Gp LtdJersey$3.12B3-14.8%
997Paulson & Co. Inc.NJ$3.11B9-4.6%
998Tremblant Capital GroupFL$3.11B57-20.8%
999Krilogy Financial LLCMO$3.10B975+5.6%
1000Wedmont Private CapitalPA$3.10B838+7.7%

Showing 951–1,000 of 8,643

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