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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
1401Goehring & Rozencwajg Associates, LLCNY$1.86B43+84.4%
1402Mizuho Markets Cayman LPNY$1.86B78-6.2%
1403Stonex Group Inc.NY$1.86B917-19.4%
1404Oxford Financial Group, Ltd. LLCIN$1.86B302+2.1%
1405Capstone Financial Advisors, Inc.IL$1.86B185-1.1%
1406J.Safra Asset Management CorpNY$1.86B615-2.7%
1407Accredited Investors Inc.MN$1.86B281-1.5%
1408Greenwood Gearhart LLCAR$1.85B134+1.7%
1409Dearborn Partners LLCIL$1.85B269-7.7%
1410Oneascent Financial Services LLCAL$1.85B591+70.0%
1411Smith Chas P & Associates Pa CpasFL$1.84B176-3.1%
1412Sepio Capital, LPUT$1.84B369+0.8%
1413Fairview Capital Investment Management, LLCCA$1.84B190-5.4%
1414Community Trust & Investment CoKY$1.84B140-2.6%
1415Arvest Bank Trust DivisionOK$1.84B221-0.4%
1416Regal Partners LtdAustralia$1.84B106+6.1%
1417Occudo Quantitative Strategies LPFL$1.84B727+23.2%
1418Shanda Asset Management Holdings LtdCA$1.84B6-11.1%
1419Angeles Wealth Management, LLCCA$1.84B524+1.4%
1420Kensington Asset Management, LLCTX$1.84B41-5.1%
1421Drw Securities, LLCIL$1.84B1,104+39.6%
1422Cidel Asset Management IncOntario$1.83B436+29.6%
1423Willis Investment CounselGA$1.83B123-5.4%
1424Aprio Wealth Management, LLCGA$1.83B613+5.1%
1425Diversified Enterprises, LLCDE$1.82B412+8.5%
1426Dorsey & Whitney Trust Co LLCSD$1.82B710-3.8%
1427Harvard Management Co IncMA$1.82B17-12.7%
1428Op Asset Management LtdFinland$1.81B64-78.5%
1429Money Concepts Capital CorpFL$1.81B567+1.4%
1430Spinnaker TrustME$1.81B285-3.3%
1431Rice Hall James & Associates, LLCCA$1.80B243-1.1%
1432Wealthplan Investment Management, LLCNE$1.79B455+14.3%
1433Bbr Partners, LLCNY$1.79B253-3.9%
1434Bit Capital GmbhGermany$1.79B76-21.9%
1435Cambria Investment Management, L.P.CA$1.79B643+4.5%
1436Jacobi Capital Management LLCPA$1.79B632+3.8%
1437Courier Capital LLCNY$1.79B385+0.5%
1438Jfs Wealth Advisors, LLCPA$1.79B1,888+0.7%
1439Kinetic Partners Management, LPFL$1.79B49-13.3%
1440Berger Financial Group, IncMN$1.78B463+3.5%
1441Essex Financial Services, Inc.CT$1.78B794+1.4%
1442Moody Lynn Lieberson & Walker, LLCMA$1.78B250-5.6%
1443Ostrum Asset ManagementFrance$1.78B562-14.5%
1444Univest Financial CorpPA$1.78B254-5.6%
1445First Interstate BankMT$1.78B187-4.5%
1446Beacon Capital Management, Inc.OH$1.78B125-4.9%
1447Whitebox Advisors LLCMN$1.77B493+20.4%
1448Waddell & Associates, LLCTN$1.77B449+19.6%
1449Patriot Financial Group Insurance Agency, LLCMA$1.77B693+111.3%
1450Atwood & Palmer IncMO$1.77B529+0.7%

Showing 1,401–1,450 of 8,643

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