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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
1551Koshinski Asset Management, Inc.IL$1.60B727+3.3%
1552Shapiro Capital Management LLCGA$1.60B50-15.5%
1553Nantahala Capital Management, LLCCT$1.60B129-4.5%
1554Mogy Joel R Investment Counsel IncCA$1.60B114-13.3%
1555Intesa Sanpaolo S.P.A.Italy$1.60B218+2.8%
1556First American BankIL$1.59B188-3.4%
1557Lee Danner & Bass IncTN$1.59B246+14.1%
1558Vanguard National Trust CoPA$1.59B750—
1559Sunbelt Securities, Inc.TX$1.58B2,953+5.7%
1560Forest Avenue Capital Management LPFL$1.58B25+4.2%
1561Landscape Capital Management, L.L.C.NJ$1.58B703+5.7%
1562Digitalbridge Group, Inc.FL$1.58B59+21.7%
1563Kynam Capital Management, LPNJ$1.58B36+2.6%
1564Guardian Wealth Advisors, LLC / NcNC$1.57B602-1.3%
1565Foster Dykema Cabot & Partners, LLCMA$1.57B323-3.4%
1566Alaska Permanent Fund CorpAK$1.57B7+0.5%
1567Stephens Group Asset Management, LLCAR$1.57B26+4.8%
1568Ami Asset Management CorpCA$1.57B96-11.2%
1569Patriot Investment Management Group, Inc.TN$1.57B236-0.7%
1570Fernbridge Capital Management LPCA$1.56B17-23.3%
1571Beese Fulmer Investment Management, Inc.OH$1.56B435+1.6%
15721900 Wealth Management LLCTX$1.56B253-0.1%
1573Lakewood Capital Management, LPNY$1.56B62+8.4%
1574Trustmark Bank Trust DepartmentMS$1.56B271-1.8%
1575Valley Wealth Managers, Inc.NJ$1.55B313-0.5%
1576Boston Common Asset Management, LLCMA$1.55B186-6.4%
1577Bristol Gate Capital Partners Inc.Ontario$1.55B31-10.5%
1578Zions Bancorporation, National Association /Ut/UT$1.55B1,529-28.3%
1579Cornerstone Wealth Group, LLCNC$1.55B441+6.0%
1580Albion Financial Group /UtUT$1.55B734-3.5%
1581Nichols & Pratt Advisers LLP /MaMA$1.55B105-3.1%
1582B. Riley Wealth Advisors, Inc.TN$1.55B803-26.8%
1583Mufg Securities Americas Inc.NY$1.55B502-2.9%
1584Plante Moran Financial Advisors, LLCMI$1.55B717-2.1%
1585Fifth Third Securities, Inc. OH$1.55B341+1.1%
1586Charles Schwab Trust CoNV$1.54B165+1.4%
1587Icon Wealth Advisors, LLCTX$1.54B389+2.6%
1588Soltis Investment Advisors LLCUT$1.54B554+1.4%
1589Sage Financial Group IncPA$1.54B107+1.7%
1590Vanguard Global Advisers, LLCPA$1.54B67—
1591Fj Investments, LLCUT$1.53B5-3.1%
1592Fulton Breakefield Broenniman LLCMD$1.53B200-3.2%
1593Sienna GestionFrance$1.53B136-9.0%
1594Howe & Rusling IncNY$1.53B477+1.4%
1595Cryder Capital Partners LLPUnited Kingdom$1.53B10-9.5%
1596Fukoku Mutual Life Insurance CoJapan$1.53B235+0.2%
1597Atlas Frm LLCCT$1.53B23+49.2%
1598Nbt Bank N A /NyNY$1.53B1,073-1.4%
1599Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LtdIsrael$1.53B55-0.4%
1600Frank, Rimerman Advisors LLCCA$1.53B590-3.3%

Showing 1,551–1,600 of 8,643

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