L3VLUP

Other financial services

Definition

Companies whose SEC Standard Industrial Classification code falls in 6000 to 6019, 6037 to 6299, 6700 to 6797, 6799, as EDGAR assigns them.

Q2 2026 against Q1 2026

Reported value
$368bn
+$19.9bn on the quarter before
Managers listing any
81
+0 on the quarter before
Stocks listed
245
+10 on the quarter before
Buyers
2,424
manager-stock pairs opening or adding
Sellers
2,038
manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +161 · +178 · +225 · +311 · +273 · +203 · +384 · +386

See it in the heatmap, ranked by breadth →

Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.

Largest stocks (251 in all)

By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
StockHoldersValueBuyersSellersHolders, 8 quarters
AXPAmerican Express Co42$65.9bn1526
SCHWCharles Schwab Corp (the)43$30.2bn2820
MSMorgan Stanley37$25.8bn1724
GSGoldman Sachs Group Inc41$19.0bn2223
BLKBlackrock Inc43$18.7bn2618
KKRKKR & Co Inc40$11.7bn1530
ICEIntercontinental Exchange In42$11.5bn2816
NUNu HLDGS LTD41$10.3bn1825
APOApollo Global MGMT Inc33$10.2bn1519
CMECme Group Inc46$9.7bn3113
HOODRobinhood MKTS Inc34$7.6bn2217
AFRMAffirm HLDGS Inc32$7.3bn1819
NDAQNasdaq Inc33$7.0bn2018
LPLALPL Finl HLDGS Inc35$6.3bn2312
IBKRInteractive Brokers Group Inc40$6.1bn2813
BXBlackstone Group Inc32$5.0bn1322
RKTRocket Cos Inc41$4.4bn2123
CBOECboe HLDGS Inc32$4.3bn2315
TFPMTriple Flag Precious Metal21$4.3bn1211
RJFRaymond James Financial Inc32$4.0bn2016
TWTradeweb MKTS Inc32$3.9bn2212
RGLDRoyal Gold Inc32$3.7bn1620
ARESAres Management Corporation26$3.6bn1321
SYFSynchrony Financial34$3.6bn1818
HUTHut 8 Corp35$3.4bn2115

Managers holding its largest names

Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.

2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.