BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,027. 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 1,001–1,027 of 1,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Abound Wealth Management#1001 · 5 sh | 5 | $685.00 | — | -72.2% |
| 1002 | HFM Investment Advisors#1002 · 5 sh | 5 | $685.00 | <0.01% | +150.0% |
| 1003 | Allied Private Wealth#1003 · 4 sh | 4 | $595.00 | <0.01% | — |
| 1004 | Hughes Financial Services#1004 · 4 sh | 4 | $548.00 | <0.01% | -42.9% |
| 1005 | CREATIVE FINANCIAL DESIGNS#1005 · 4 sh | 4 | $548.00 | 0.00% | New |
| 1006 | BOK Financial Private Wealth#1006 · 3 sh | 3 | $414.00 | 0.00% | New |
| 1007 | MOTCO#1007 · 3 sh | 3 | $411.00 | 0.00% | New |
| 1008 | Bay Harbor Wealth Management#1008 · 3 sh | 3 | $411.00 | <0.01% | -50.0% |
| 1009 | Tidemark#1009 · 3 sh | 3 | $411.00 | <0.01% | New |
| 1010 | Breakwater Investment Management#1010 · 3 sh | 3 | $411.00 | — | 0.0% |
| 1011 | DecisionPoint Financial#1011 · 2 sh | 2 | $282.00 | <0.01% | -33.3% |
| 1012 | American Capital Advisory#1012 · 2 sh | 2 | $274.00 | <0.01% | -50.0% |
| 1013 | Provenance Wealth Advisors#1013 · 2 sh | 2 | $274.00 | 0.00% | New |
| 1014 | Clark Wealth Partners#1014 · 2 sh | 2 | $274.00 | — | -75.0% |
| 1015 | Signature Equity Partners#1015 · 2 sh | 2 | $274.00 | <0.01% | -33.3% |
| 1016 | Investment Research & Advisory Group#1016 · 1 sh | 1 | $138.00 | — | 0.0% |
| 1017 | MARYLAND CAPITAL ADVISORS#1017 · 1 sh | 1 | $137.00 | — | — |
| 1018 | Trifecta Capital Advisors#1018 · 1 sh | 1 | $137.00 | — | New |
| 1019 | Rakuten Securities#1019 · 1 sh | 1 | $137.00 | 0.00% | -88.9% |
| 1020 | Mosley Wealth Management#1020 · 1 sh | 1 | $137.00 | — | New |
| 1021 | Gunpowder Capital Management, dba Oliver Wealth Management#1021 · 1 sh | 1 | $137.00 | <0.01% | -96.9% |
| 1022 | Retirement Wealth Solutions#1022 · 0 sh | 0 | $38.00 | — | -100.0% |
| 1023 | FINANCIAL CONSULATE#1023 · 0 sh | 0 | $8.00 | — | New |
| 1024 | ARVEST INVESTMENTS#1024 · 0 sh | 0 | $0.00 | — | New |
| 1025 | Evolution Advisers#1025 · 1 sh | 1 | $0.00 | 0.00% | New |
| 1026 | Erste Asset Management GmbH#1026 · 0 sh | 0 | $0.00 | 0.00% | -100.0% |
| 1027 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1027 · 194,445 sh | 194,445 | — | — | -3.7% |
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.