BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) — Institutional Holders, Q2 2026 (page 10)
1,027 institutional investment managers reported a BR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BR 13F holders ranked 901–1,000 of 1,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | OSTERWEIS CAPITAL MANAGEMENT#901 · 143 sh | 143 | $19.6K | <0.01% | -28.1% |
| 902 | NBH Bank#902 · 138 sh | 138 | $18.9K | <0.01% | — |
| 903 | Hillsdale Investment Management#903 · 130 sh | 130 | $17.8K | <0.01% | New |
| 904 | Silver Grove Financial Group#904 · 127 sh | 127 | $17.4K | <0.01% | +4133.3% |
| 905 | Minot DeBlois Advisors#905 · 125 sh | 125 | $17.1K | 0.01% | 0.0% |
| 906 | Valued Wealth Advisors#906 · 117 sh | 117 | $16.1K | <0.01% | 0.0% |
| 907 | WPG Advisers#907 · 113 sh | 113 | $15.5K | <0.01% | -31.1% |
| 908 | Oakworth Capital#908 · 109 sh | 109 | $15.4K | — | 0.0% |
| 909 | Mascoma Wealth Management#909 · 111 sh | 111 | $15.2K | — | 0.0% |
| 910 | Salomon & Ludwin#910 · 107 sh | 107 | $15.1K | <0.01% | 0.0% |
| 911 | Fortitude Family Office#911 · 106 sh | 106 | $14.5K | — | -32.5% |
| 912 | Meramec Financial Planners#912 · 94 sh | 94 | $14.4K | <0.01% | 0.0% |
| 913 | JFS WEALTH ADVISORS#913 · 103 sh | 103 | $14.1K | <0.01% | -20.8% |
| 914 | Keating Financial Advisory Services#914 · 101 sh | 101 | $13.8K | <0.01% | +13.5% |
| 915 | Richardson Capital Management#915 · 100 sh | 100 | $13.7K | — | 0.0% |
| 916 | WOLFF WIESE MAGANA#916 · 100 sh | 100 | $13.7K | — | -4.8% |
| 917 | FLAGSHIP WEALTH ADVISORS#917 · 100 sh | 100 | $13.7K | <0.01% | 0.0% |
| 918 | STANCE CAPITAL#918 · 100 sh | 100 | $13.7K | <0.01% | New |
| 919 | Asset Planning#919 · 99 sh | 99 | $13.6K | — | 0.0% |
| 920 | Lloyd Advisory Services#920 · 98 sh | 98 | $13.4K | <0.01% | +188.2% |
| 921 | Wealth Enhancement Services#921 · 98 sh | 98 | $13.4K | — | +790.9% |
| 922 | Transamerica Financial Advisors#922 · 96 sh | 96 | $13.3K | <0.01% | 0.0% |
| 923 | Cornerstone Planning Group#923 · 91 sh | 91 | $13.2K | — | -17.3% |
| 924 | E Fund Management (Hong Kong) , Ltd.#924 · 96 sh | 96 | $13.1K | <0.01% | New |
| 925 | Fulcrum Asset Management LLP#925 · 92 sh | 92 | $12.5K | <0.01% | New |
| 926 | Private Wealth Management Group#926 · 91 sh | 91 | $12.4K | — | -20.2% |
| 927 | Leo H. Evart#927 · 90 sh | 90 | $12.3K | <0.01% | 0.0% |
| 928 | Caitong International Asset Management , Ltd#928 · 88 sh | 88 | $12.1K | <0.01% | -92.9% |
| 929 | Capital Analysts#929 · 88 sh | 88 | $12.0K | <0.01% | 0.0% |
| 930 | MEEDER ASSET MANAGEMENT#930 · 85 sh | 85 | $11.6K | <0.01% | +66.7% |
| 931 | SJS Investment Consulting#931 · 83 sh | 83 | $11.4K | — | -76.9% |
| 932 | FARMERS & MERCHANTS INVESTMENTS#932 · 82 sh | 82 | $11.2K | — | 0.0% |
| 933 | S&T BANK#933 · 81 sh | 81 | $11.1K | <0.01% | +11.0% |
| 934 | TOWER & INVESTMENT#934 · 78 sh | 78 | $10.7K | <0.01% | 0.0% |
| 935 | Institute for Wealth Management#935 · 75 sh | 75 | $10.3K | <0.01% | New |
| 936 | Truvestments Capital#936 · 73 sh | 73 | $10.0K | <0.01% | -65.9% |
| 937 | Graney & King#937 · 70 sh | 70 | $9.6K | <0.01% | 0.0% |
| 938 | North Star Investment Management#938 · 70 sh | 70 | $9.6K | <0.01% | +66.7% |
| 939 | FIRST HORIZON NATIONAL#939 · 69 sh | 69 | $9.4K | — | -37.3% |
| 940 | HIGHLINE WEALTH PARTNERS#940 · 67 sh | 67 | $9.2K | — | +346.7% |
| 941 | MTM Investment Management#941 · 66 sh | 66 | $9.0K | <0.01% | 0.0% |
| 942 | Aventura Private Wealth#942 · 61 sh | 61 | $8.4K | <0.01% | 0.0% |
| 943 | Quarry#943 · 60 sh | 60 | $8.2K | <0.01% | -92.6% |
| 944 | Avion Wealth#944 · 59 sh | 59 | $8.0K | <0.01% | +84.4% |
| 945 | Coston, McIsaac & Partners#945 · 64 sh | 64 | $8.0K | <0.01% | 0.0% |
| 946 | Rossby Financial, LCC#946 · 57 sh | 57 | $7.8K | <0.01% | -6.6% |
| 947 | Bare Financial Services#947 · 54 sh | 54 | $7.4K | <0.01% | +500.0% |
| 948 | Fortis Group Advisors#948 · 53 sh | 53 | $7.3K | <0.01% | 0.0% |
| 949 | Cornerstone Financial Management#949 · 53 sh | 53 | $7.3K | <0.01% | +341.7% |
| 950 | VALLEY WEALTH MANAGERS#950 · 52 sh | 52 | $7.1K | — | 0.0% |
| 951 | West Branch Capital#951 · 50 sh | 50 | $6.8K | — | 0.0% |
| 952 | ACTION POINT FINANCIAL PLANNING#952 · 51 sh | 51 | $6.8K | <0.01% | New |
| 953 | Burnham#953 · 50 sh | 50 | $6.8K | <0.01% | — |
| 954 | ZRC WEALTH MANAGEMENT#954 · 49 sh | 49 | $6.7K | — | -57.8% |
| 955 | RATIONAL ADVISORS#955 · 46 sh | 46 | $6.3K | <0.01% | +17.9% |
| 956 | Virginia Estate & Retirement Planning Advisors#956 · 46 sh | 46 | $6.3K | — | 0.0% |
| 957 | Glass Jacobson Investment Advisors#957 · 45 sh | 45 | $6.2K | — | 0.0% |
| 958 | Advocate Investing Services#958 · 41 sh | 41 | $5.6K | — | 0.0% |
| 959 | Strive Financial Group#959 · 40 sh | 40 | $5.5K | <0.01% | 0.0% |
| 960 | Frazier Financial Advisors#960 · 38 sh | 38 | $5.2K | <0.01% | 0.0% |
| 961 | Addison Advisors#961 · 36 sh | 36 | $4.9K | <0.01% | +157.1% |
| 962 | CBIZ Investment Advisory Services#962 · 29 sh | 29 | $4.7K | <0.01% | 0.0% |
| 963 | Kingdom Financial Group#963 · 34 sh | 34 | $4.7K | <0.01% | 0.0% |
| 964 | Kilter Group#964 · 32 sh | 32 | $4.4K | <0.01% | +52.4% |
| 965 | Ares Financial Consulting#965 · 32 sh | 32 | $4.4K | — | -58.4% |
| 966 | First Command Advisory Services#966 · 30 sh | 30 | $4.1K | 0.00% | -91.9% |
| 967 | Strategic Investment Solutions#967 · 30 sh | 30 | $4.1K | <0.01% | 0.0% |
| 968 | SUMMIT SECURITIES GROUP#968 · 27 sh | 27 | $3.7K | <0.01% | +42.1% |
| 969 | Elevated Capital Advisors#969 · 27 sh | 27 | $3.7K | <0.01% | -20.6% |
| 970 | BROWN, LISLE/CUMMINGS#970 · 25 sh | 25 | $3.4K | — | 0.0% |
| 971 | JPL Wealth Management#971 · 25 sh | 25 | $3.4K | <0.01% | -44.4% |
| 972 | Rialto Wealth Management#972 · 24 sh | 24 | $3.3K | <0.01% | +60.0% |
| 973 | Sunrise Financial Services#973 · 23 sh | 23 | $3.1K | — | 0.0% |
| 974 | Newbridge Financial Services Group#974 · 20 sh | 20 | $2.7K | — | 0.0% |
| 975 | Quest 10 Wealth Builders#975 · 20 sh | 20 | $2.7K | <0.01% | 0.0% |
| 976 | Seneschal Advisors#976 · 18 sh | 18 | $2.5K | <0.01% | 0.0% |
| 977 | RAFFA WEALTH MANAGEMENT#977 · 18 sh | 18 | $2.5K | <0.01% | -21.7% |
| 978 | GABLES CAPITAL MANAGEMENT#978 · 17 sh | 17 | $2.3K | <0.01% | 0.0% |
| 979 | Sachetta#979 · 16 sh | 16 | $2.2K | <0.01% | +128.6% |
| 980 | Planning Strategies#980 · 16 sh | 16 | $2.2K | — | — |
| 981 | Johnson Financial Group#981 · 14 sh | 14 | $1.9K | <0.01% | 0.0% |
| 982 | J.Safra Asset Management#982 · 14 sh | 14 | $1.9K | <0.01% | New |
| 983 | Physician Wealth Advisors#983 · 12 sh | 12 | $1.6K | — | +50.0% |
| 984 | MJT & Associates Financial Advisory Group#984 · 11 sh | 11 | $1.5K | — | New |
| 985 | GODSEY & GIBB#985 · 11 sh | 11 | $1.5K | — | New |
| 986 | Solstein Capital#986 · 11 sh | 11 | $1.5K | <0.01% | -87.9% |
| 987 | Burk#987 · 11 sh | 11 | $1.5K | <0.01% | 0.0% |
| 988 | DiNuzzo Private Wealth#988 · 10 sh | 10 | $1.4K | — | -33.3% |
| 989 | Principia Wealth Advisory#989 · 10 sh | 10 | $1.4K | <0.01% | -23.1% |
| 990 | Financial Management Professionals#990 · 9 sh | 9 | $1.2K | — | -40.0% |
| 991 | Creative Capital Management Investments#991 · 9 sh | 9 | $1.2K | <0.01% | New |
| 992 | Basepoint Wealth#992 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 993 | Corsicana#993 · 8 sh | 8 | $1.1K | <0.01% | 0.0% |
| 994 | Westside Investment Management#994 · 7 sh | 7 | $959.00 | <0.01% | 0.0% |
| 995 | Triumph Capital Management#995 · 7 sh | 7 | $959.00 | — | -86.3% |
| 996 | Davis Capital Management#996 · 7 sh | 7 | $959.00 | — | New |
| 997 | Dunhill Financial#997 · 6 sh | 6 | $837.00 | <0.01% | +200.0% |
| 998 | NVWM#998 · 6 sh | 6 | $822.00 | — | 0.0% |
| 999 | Quaker Wealth Management#999 · 6 sh | 6 | $822.00 | — | +500.0% |
| 1000 | Grove Bank#1000 · 5 sh | 5 | $685.00 | — | -66.7% |
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.