BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | OSTRUM ASSET MANAGEMENT#501 · 5,399 sh | 5,399 | $739.4K | 0.04% | +56.6% |
| 502 | Orion Porfolio Solutions#502 · 5,395 sh | 5,395 | $738.9K | <0.01% | +23.3% |
| 503 | Cedar Mountain Advisors#503 · 5,387 sh | 5,387 | $737.7K | — | +0.1% |
| 504 | Larson Financial Group#504 · 5,384 sh | 5,384 | $737.4K | 0.02% | +37.2% |
| 505 | GUARDIAN WEALTH ADVISORS, / NC#505 · 5,342 sh | 5,342 | $734.1K | 0.04% | -63.9% |
| 506 | V-Square Quantitative Management#506 · 5,345 sh | 5,345 | $732.0K | — | +19.1% |
| 507 | Lee Financial#507 · 5,325 sh | 5,325 | $730.1K | — | -38.2% |
| 508 | Western Wealth Management#508 · 5,251 sh | 5,251 | $719.1K | 0.02% | -11.0% |
| 509 | Vident Advisory#509 · 5,250 sh | 5,250 | $719.0K | <0.01% | -6.1% |
| 510 | Vanguard National#510 · 5,245 sh | 5,245 | $718.3K | 0.04% | +31.1% |
| 511 | East Coast Asset Management#511 · 5,238 sh | 5,238 | $717.4K | 0.12% | -17.0% |
| 512 | Vestcor#512 · 5,217 sh | 5,217 | $714.0K | 0.02% | -21.6% |
| 513 | 111 Capital#513 · 5,187 sh | 5,187 | $710.4K | 0.12% | +155.9% |
| 514 | Union Bancaire Privee, UBP SA#514 · 5,114 sh | 5,114 | $705.4K | <0.01% | +3.8% |
| 515 | KEYBANK NATIONAL ASSOCIATION#515 · 5,135 sh | 5,135 | $703.2K | <0.01% | +36.9% |
| 516 | Ashton Thomas Private Wealth#516 · 5,129 sh | 5,129 | $702.4K | 0.01% | -5.1% |
| 517 | Biltmore Family Office#517 · 5,077 sh | 5,077 | $700.2K | 0.09% | -0.1% |
| 518 | ROTHSCHILD INVESTMENT#518 · 5,095 sh | 5,095 | $697.8K | 0.03% | +164.7% |
| 519 | LOGAN CAPITAL MANAGEMENT#519 · 5,000 sh | 5,000 | $684.8K | 0.03% | New |
| 520 | TCTC#520 · 4,947 sh | 4,947 | $677.5K | 0.02% | -11.6% |
| 521 | ALLSTATE#521 · 4,924 sh | 4,924 | $674.3K | <0.01% | -70.1% |
| 522 | BRIGHTON JONES#522 · 4,914 sh | 4,914 | $673.0K | 0.01% | -40.0% |
| 523 | Morningstar Investment Management#523 · 4,114 sh | 4,114 | $668.4K | 0.04% | 0.0% |
| 524 | Gen-Wealth Partners#524 · 4,872 sh | 4,872 | $667.3K | 0.19% | +55.9% |
| 525 | Optimize Financial#525 · 4,822 sh | 4,822 | $660.4K | 0.12% | +99.3% |
| 526 | Equitable#526 · 4,806 sh | 4,806 | $658.2K | <0.01% | -40.1% |
| 527 | JMAC ENTERPRISES#527 · 4,800 sh | 4,800 | $657.4K | 0.11% | New |
| 528 | OXFORD ASSET MANAGEMENT LLP#528 · 4,797 sh | 4,797 | $656.9K | 0.32% | +277.1% |
| 529 | GLENMEDE NA#529 · 4,748 sh | 4,748 | $650.2K | <0.01% | -18.3% |
| 530 | NBC SECURITIES#530 · 4,705 sh | 4,705 | $644.4K | — | -0.4% |
| 531 | iSAM Funds (UK) Ltd#531 · 4,700 sh | 4,700 | $643.7K | 0.45% | -4.1% |
| 532 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#532 · 4,686 sh | 4,686 | $641.7K | <0.01% | +66.2% |
| 533 | TOKIO MARINE ASSET MANAGEMENT LTD#533 · 4,666 sh | 4,666 | $639.0K | — | +9.2% |
| 534 | FIRST CITIZENS BANK#534 · 4,627 sh | 4,627 | $633.7K | — | -2.9% |
| 535 | PFG Investments#535 · 4,589 sh | 4,589 | $628.4K | 0.02% | 0.0% |
| 536 | MUFG Securities EMEA plc#536 · 4,572 sh | 4,572 | $626.1K | <0.01% | -4.5% |
| 537 | Bullock Wealth Management Group#537 · 4,386 sh | 4,386 | $618.2K | — | -26.5% |
| 538 | LECAP ASSET MANAGEMENT LTD#538 · 4,491 sh | 4,491 | $615.0K | 0.26% | New |
| 539 | Envestnet Portfolio Solutions#539 · 4,483 sh | 4,483 | $613.9K | <0.01% | -4.7% |
| 540 | Savant Capital#540 · 4,396 sh | 4,396 | $605.2K | <0.01% | -3.5% |
| 541 | SYON CAPITAL#541 · 4,339 sh | 4,339 | $594.2K | 0.03% | +147.1% |
| 542 | EXCHANGE TRADED CONCEPTS#542 · 4,305 sh | 4,305 | $589.6K | <0.01% | +28.6% |
| 543 | SNS Financial Group#543 · 4,296 sh | 4,296 | $588.3K | 0.01% | -26.0% |
| 544 | Fideuram Asset Management (Ireland) dac#544 · 4,281 sh | 4,281 | $586.5K | 0.01% | -34.6% |
| 545 | INCEPTIONR#545 · 4,199 sh | 4,199 | $575.1K | 0.14% | -24.7% |
| 546 | TWIN CAPITAL MANAGEMENT#546 · 4,152 sh | 4,152 | $568.6K | 0.06% | +0.1% |
| 547 | Empirical Finance#547 · 4,068 sh | 4,068 | $557.1K | 0.02% | +3.4% |
| 548 | Ancora Advisors#548 · 4,054 sh | 4,054 | $555.2K | 0.01% | +358.1% |
| 549 | Bridgewater Advisors#549 · 3,594 sh | 3,594 | $552.6K | 0.03% | -0.6% |
| 550 | QUADRANT CAPITAL GROUP#550 · 4,002 sh | 4,002 | $548.1K | — | -84.5% |
| 551 | Bank OZK#551 · 4,000 sh | 4,000 | $547.8K | 0.16% | 0.0% |
| 552 | Coastal Bridge Advisors#552 · 3,970 sh | 3,970 | $543.7K | 0.03% | -0.1% |
| 553 | Raiffeisen Bank International AG#553 · 3,977 sh | 3,977 | $538.6K | <0.01% | +2.6% |
| 554 | MARTINGALE ASSET MANAGEMENT L P#554 · 3,904 sh | 3,904 | $534.7K | 0.01% | -28.1% |
| 555 | PARK AVENUE SECURITIES#555 · 3,900 sh | 3,900 | $534.0K | — | -19.2% |
| 556 | WELCH & FORBES#556 · 3,880 sh | 3,880 | $531.4K | <0.01% | -0.5% |
| 557 | DT Investment Partners#557 · 3,870 sh | 3,870 | $530.0K | 0.04% | 0.0% |
| 558 | BRADLEY FOSTER & SARGENT#558 · 3,749 sh | 3,749 | $513.4K | <0.01% | +2.0% |
| 559 | Henshaw Capital#559 · 3,738 sh | 3,738 | $511.9K | 0.02% | New |
| 560 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#560 · 3,708 sh | 3,708 | $507.8K | <0.01% | -0.7% |
| 561 | Turtle Creek Wealth Advisors#561 · 3,692 sh | 3,692 | $505.6K | — | +104.7% |
| 562 | Wealthspire Advisors#562 · 3,684 sh | 3,684 | $504.5K | <0.01% | New |
| 563 | BUCKHEAD CAPITAL MANAGEMENT#563 · 3,649 sh | 3,649 | $499.7K | 0.17% | +1.4% |
| 564 | AlphaGrep UK Ltd#564 · 3,609 sh | 3,609 | $494.3K | 0.15% | +9.5% |
| 565 | Accredited Investors#565 · 3,602 sh | 3,602 | $493.3K | 0.02% | +0.4% |
| 566 | Cynosure Management#566 · 3,592 sh | 3,592 | $491.9K | 0.07% | 0.0% |
| 567 | SummitTX Capital, L.P.#567 · 3,582 sh | 3,582 | $490.6K | 0.01% | -56.1% |
| 568 | Chicago Partners Investment Group#568 · 3,396 sh | 3,396 | $490.4K | — | +52.2% |
| 569 | CI INVESTMENTS#569 · 3,579 sh | 3,579 | $490.1K | <0.01% | New |
| 570 | Confluence Wealth Services#570 · 3,539 sh | 3,539 | $484.7K | 0.01% | New |
| 571 | OpenArc Corporate Advisory#571 · 3,516 sh | 3,516 | $481.5K | — | +147.6% |
| 572 | RITHOLTZ WEALTH MANAGEMENT#572 · 3,513 sh | 3,513 | $481.1K | <0.01% | -11.0% |
| 573 | MUFG SECURITIES AMERICAS#573 · 3,484 sh | 3,484 | $477.1K | 0.02% | +7.9% |
| 574 | Gallacher Capital Management#574 · 3,477 sh | 3,477 | $476.2K | 0.27% | +26.0% |
| 575 | Sterling Capital Management#575 · 3,470 sh | 3,470 | $475.2K | — | +210.7% |
| 576 | North Dakota State Investment Board#576 · 3,465 sh | 3,465 | $474.5K | 0.02% | +2.9% |
| 577 | Caprock Group#577 · 3,393 sh | 3,393 | $472.7K | <0.01% | +7.0% |
| 578 | Stratos Wealth Partners, LTD.#578 · 3,442 sh | 3,442 | $471.4K | <0.01% | -82.0% |
| 579 | SILVERCREST ASSET MANAGEMENT GROUP#579 · 3,415 sh | 3,415 | $467.7K | <0.01% | -24.4% |
| 580 | Applied Finance Capital Management#580 · 3,406 sh | 3,406 | $466.5K | 0.03% | +37.9% |
| 581 | D.B. Root & Company#581 · 3,386 sh | 3,386 | $463.7K | 0.10% | +2.6% |
| 582 | CSS#582 · 3,350 sh | 3,350 | $458.8K | 0.02% | New |
| 583 | CWS Financial Advisors#583 · 3,341 sh | 3,341 | $457.6K | — | +1.7% |
| 584 | SECURIAN ASSET MANAGEMENT#584 · 3,040 sh | 3,040 | $455.7K | 0.02% | -3.2% |
| 585 | Graham Capital Management, L.P.#585 · 3,327 sh | 3,327 | $455.6K | <0.01% | -1.0% |
| 586 | Brevan Howard Capital Management#586 · 3,281 sh | 3,281 | $449.3K | <0.01% | -49.0% |
| 587 | Legacy Capital Wealth Partners#587 · 3,274 sh | 3,274 | $448.4K | — | +8.6% |
| 588 | Smallwood Wealth Investment Management#588 · 3,254 sh | 3,254 | $445.7K | 0.19% | -3.2% |
| 589 | Independent Advisor Alliance#589 · 3,241 sh | 3,241 | $443.8K | 0.01% | -35.2% |
| 590 | Atlas Legacy Advisors#590 · 3,226 sh | 3,226 | $441.8K | 0.07% | -8.7% |
| 591 | CHOREO#591 · 3,166 sh | 3,166 | $437.4K | <0.01% | -3.6% |
| 592 | Unique Wealth Strategies#592 · 3,194 sh | 3,194 | $437.4K | — | +4.0% |
| 593 | Navera Investment Management Ltd.#593 · 3,184 sh | 3,184 | $435.8K | 0.01% | -99.7% |
| 594 | ABLE Financial Group#594 · 3,167 sh | 3,167 | $433.7K | — | -18.3% |
| 595 | Storgate#595 · 3,165 sh | 3,165 | $433.4K | 0.09% | New |
| 596 | MISSION WEALTH MANAGEMENT#596 · 3,159 sh | 3,159 | $432.6K | — | -7.2% |
| 597 | CHILDRESS CAPITAL ADVISORS#597 · 3,129 sh | 3,129 | $428.5K | 0.07% | +63.1% |
| 598 | Paladin Partners#598 · 3,080 sh | 3,080 | $421.8K | — | +1.0% |
| 599 | Mutual Advisors#599 · 3,061 sh | 3,061 | $419.2K | <0.01% | +5.7% |
| 600 | TIAA Wealth Investment Management#600 · 3,056 sh | 3,056 | $418.5K | <0.01% | -4.1% |
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.