BGC Group, Inc. (BGC) — Institutional Holders, Q2 2026 (page 4)
369 institutional investment managers reported a BGC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 369. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BGC 13F holders ranked 301–369 of 369
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | SRS Capital Advisors#301 · 1,077 sh | 1,077 | $11.5K | <0.01% | +505.1% |
| 302 | Institute for Wealth Management#302 · 1,000 sh | 1,000 | $10.7K | <0.01% | New |
| 303 | Allworth Financial#303 · 961 sh | 961 | $10.3K | 0.00% | +23.8% |
| 304 | Federation des caisses Desjardins du Quebec#304 · 884 sh | 884 | $9.5K | 0.00% | New |
| 305 | North Star Investment Management#305 · 830 sh | 830 | $8.9K | <0.01% | 0.0% |
| 306 | OF VERMONT#306 · 630 sh | 630 | $6.7K | — | — |
| 307 | Bell Investment Advisors#307 · 617 sh | 617 | $6.6K | <0.01% | 0.0% |
| 308 | SJS Investment Consulting#308 · 577 sh | 577 | $6.2K | — | +1077.6% |
| 309 | ROTHSCHILD INVESTMENT#309 · 531 sh | 531 | $5.7K | <0.01% | +7.3% |
| 310 | Godfrey Financial Associates#310 · 514 sh | 514 | $5.5K | <0.01% | 0.0% |
| 311 | CVA Family Office#311 · 511 sh | 511 | $5.5K | <0.01% | +22.0% |
| 312 | Caitlin John#312 · 500 sh | 500 | $5.3K | <0.01% | New |
| 313 | Parallel Advisors#313 · 469 sh | 469 | $5.0K | <0.01% | +55.8% |
| 314 | Integrated Wealth Concepts#314 · 466 sh | 466 | $5.0K | 0.00% | New |
| 315 | Basecamp Wealth Advisors#315 · 461 sh | 461 | $4.9K | <0.01% | +41.0% |
| 316 | PICTON MAHONEY ASSET MANAGEMENT#316 · 449 sh | 449 | $4.8K | 0.00% | New |
| 317 | MATHER GROUP#317 · 442 sh | 442 | $4.7K | — | 0.0% |
| 318 | Keating Financial Advisory Services#318 · 418 sh | 418 | $4.5K | <0.01% | +1.5% |
| 319 | WPG Advisers#319 · 403 sh | 403 | $4.3K | <0.01% | 0.0% |
| 320 | Morse Asset Management#320 · 400 sh | 400 | $4.3K | <0.01% | -5.2% |
| 321 | Retirement Wealth Solutions#321 · 396 sh | 396 | $4.2K | — | 0.0% |
| 322 | Clearstead Advisors#322 · 394 sh | 394 | $4.2K | 0.00% | New |
| 323 | Ares Financial Consulting#323 · 360 sh | 360 | $3.8K | — | 0.0% |
| 324 | JPL Wealth Management#324 · 340 sh | 340 | $3.6K | <0.01% | 0.0% |
| 325 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#325 · 315 sh | 315 | $3.4K | 0.00% | 0.0% |
| 326 | Owl Creek Wealth Partners#326 · 305 sh | 305 | $3.3K | — | 0.0% |
| 327 | SHP Wealth Management#327 · 300 sh | 300 | $3.2K | <0.01% | New |
| 328 | Fortitude Family Office#328 · 258 sh | 258 | $2.8K | — | 0.0% |
| 329 | Glass Jacobson Investment Advisors#329 · 230 sh | 230 | $2.5K | — | 0.0% |
| 330 | FARMERS & MERCHANTS INVESTMENTS#330 · 200 sh | 200 | $2.1K | — | 0.0% |
| 331 | Kilter Group#331 · 199 sh | 199 | $2.1K | <0.01% | +14.4% |
| 332 | ACTION POINT FINANCIAL PLANNING#332 · 195 sh | 195 | $2.1K | <0.01% | New |
| 333 | Marquette Asset Management#333 · 158 sh | 158 | $1.7K | — | 0.0% |
| 334 | Quarry#334 · 158 sh | 158 | $1.7K | <0.01% | New |
| 335 | Rossby Financial, LCC#335 · 130 sh | 130 | $1.4K | <0.01% | +16.1% |
| 336 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#336 · 126 sh | 126 | $1.3K | <0.01% | 0.0% |
| 337 | SBI Securities , Ltd.#337 · 126 sh | 126 | $1.3K | — | -2.3% |
| 338 | IFP Advisors#338 · 124 sh | 124 | $1.3K | — | +416.7% |
| 339 | Essential Partners#339 · 121 sh | 121 | $1.3K | — | +0.8% |
| 340 | TOTH FINANCIAL ADVISORY#340 · 120 sh | 120 | $1.3K | — | 0.0% |
| 341 | Rialto Wealth Management#341 · 108 sh | 108 | $1.2K | <0.01% | +30.1% |
| 342 | Bruce G. Allen Investments#342 · 98 sh | 98 | $1.0K | <0.01% | 0.0% |
| 343 | Creative Capital Management Investments#343 · 89 sh | 89 | $951.00 | <0.01% | New |
| 344 | Cornerstone Financial Management#344 · 89 sh | 89 | $951.00 | <0.01% | 0.0% |
| 345 | Plante Moran Financial Advisors#345 · 87 sh | 87 | $930.00 | 0.00% | New |
| 346 | GILPIN WEALTH MANAGEMENT#346 · 83 sh | 83 | $888.00 | — | 0.0% |
| 347 | Bay Harbor Wealth Management#347 · 65 sh | 65 | $695.00 | <0.01% | +51.2% |
| 348 | DiNuzzo Private Wealth#348 · 65 sh | 65 | $695.00 | — | 0.0% |
| 349 | Arlington#349 · 60 sh | 60 | $641.00 | — | 0.0% |
| 350 | Ankerstar Wealth#350 · 45 sh | 45 | $481.00 | <0.01% | 0.0% |
| 351 | HFM Investment Advisors#351 · 43 sh | 43 | $460.00 | <0.01% | +87.0% |
| 352 | CoreCap Advisors#352 · 28 sh | 28 | $299.00 | — | 0.0% |
| 353 | American Capital Advisory#353 · 26 sh | 26 | $278.00 | <0.01% | 0.0% |
| 354 | James T. Borello RIA#354 · 24 sh | 24 | $257.00 | — | New |
| 355 | Cornerstone Planning Group#355 · 21 sh | 21 | $242.00 | — | 0.0% |
| 356 | Davis Capital Management#356 · 20 sh | 20 | $214.00 | — | New |
| 357 | LRI Investments#357 · 20 sh | 20 | $214.00 | 0.00% | New |
| 358 | DecisionPoint Financial#358 · 10 sh | 10 | $109.00 | 0.00% | New |
| 359 | HARBOUR INVESTMENTS#359 · 10 sh | 10 | $107.00 | 0.00% | 0.0% |
| 360 | Dunhill Financial#360 · 8 sh | 8 | $89.00 | 0.00% | 0.0% |
| 361 | GHP Investment Advisors#361 · 4 sh | 4 | $43.00 | — | 0.0% |
| 362 | RAFFA WEALTH MANAGEMENT#362 · 4 sh | 4 | $43.00 | 0.00% | 0.0% |
| 363 | MARYLAND CAPITAL ADVISORS#363 · 4 sh | 4 | $43.00 | — | — |
| 364 | Hughes Financial Services#364 · 4 sh | 4 | $43.00 | 0.00% | 0.0% |
| 365 | Silver Grove Financial Group#365 · 2 sh | 2 | $21.00 | 0.00% | New |
| 366 | Capital Advisors, Ltd.#366 · 24 sh | 24 | $0.00 | 0.00% | +50.0% |
| 367 | Evolution Advisers#367 · 19 sh | 19 | $0.00 | 0.00% | New |
| 368 | Navigoe#368 · 19 sh | 19 | $0.00 | 0.00% | New |
| 369 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#369 · 420,120 sh | 420,120 | — | — | -0.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.