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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
2851Sevenbridge Financial Group, LLCPA$638.40M201+2.7%
2852Bearing Point Capital, LLCMN$638.37M166-0.2%
2853Wilsey Asset Management IncCA$637.76M25-1.0%
2854Farmers Trust CoOH$637.00M203+3.9%
2855Phocas Financial Corp.CA$636.86M155-17.2%
2856Central Bank & Trust CoKY$636.41M180-1.6%
2857Galaxy Digital Inc.NY$635.81M55—
2858Affinity Partners Gp LPFL$634.76M1+0.7%
2859Pacific Sage Partners, LLCWA$634.53M120+0.7%
2860Market Street Wealth Management Advisors LLCIN$634.30M106-1.4%
2861Arini Captial Management LtdUnited Kingdom$633.80M6+321.6%
2862Atika Capital Management LLCNY$633.63M52-11.8%
2863Lynx1 Capital Management LPPR$632.72M23+28.1%
2864Silveroak Wealth Management LLCMN$632.44M121-0.9%
2865Rollins Financial Advisors, LLCGA$632.36M158-7.2%
2866Security Financial Services, Inc.IN$632.29M203-0.7%
2867American Money Management, LLCCA$631.91M168-0.7%
2868Essex Investment Management Co LLCMA$631.74M305-3.7%
2869Commonwealth Financial Services, LLCWV$631.69M278+4.2%
2870Summit Wealth Partners, LLCFL$631.68M271+16.7%
2871Wealth Alliance Advisory Group, LLCKS$631.59M197+8.1%
2872Bluespruce Investments, LPIL$631.25M10-83.9%
2873Probity Advisors, Inc.TX$631.25M230+1.1%
2874Secure Asset Management, LLCMI$631.19M317-0.6%
2875Sanders Morris Harris LLCTX$630.84M297+874.7%
2876Schnieders Capital Management, LLC.CA$629.16M206-1.9%
2877First Commonwealth Financial Corp /Pa/PA$628.53M264+3.7%
2878Pettyjohn, Wood & White, IncVA$627.92M214-1.6%
2879Cornerstone Management, Inc.GA$627.56M65+2.3%
2880Madison Wealth Partners, IncWI$626.96M220+14.4%
2881Chescapmanager LLCMD$626.13M20+3.3%
2882Xy Planning Network, Inc.MT$626.03M273+9.1%
2883Strategic Global Advisors, LLCCA$625.44M142-3.4%
2884Luxor Capital Group, LPNY$625.31M37-5.0%
2885Dsg Capital Advisors, LLCMN$625.29M123-4.8%
2886Lji Wealth Management, LLCIN$625.11M191-4.5%
2887Sprucegrove Investment Management LtdOntario$625.00M42-24.7%
2888Woodard & Co Asset Management Group Inc /AdvNC$624.59M172-1.1%
2889Marshall Financial Group, LLCMD$624.56M293+21.2%
2890Annis Gardner Whiting Capital Advisors, LLCFL$624.52M1,330+18.4%
2891Sfe Investment CounselCA$624.23M140-2.7%
2892Kinsale Capital Group, Inc.VA$623.87M41+3.6%
2893West Virginia University Foundation, IncWV$623.43M2+18.1%
2894Kemnay Advisory Services Inc.NY$622.32M1,190-6.2%
2895Deer Management Co. LLCNY$622.29M9-39.5%
2896Headwater Capital Co LtdChina$621.95M15+29.3%
2897Trust Co Of The SouthNC$621.90M142+0.0%
2898Alta Park Capital, LPCA$621.90M24-25.2%
2899Agave Capital Management LtdUnited Kingdom$621.66M8+3.9%
2900First Bank & TrustSD$620.80M257+1.1%

Showing 2,851–2,900 of 8,643

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