BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Kentucky Retirement Systems Insurance Fund#601 · 3,053 sh | 3,053 | $418.1K | 0.03% | -0.5% |
| 602 | Ellevest#602 · 3,049 sh | 3,049 | $418.0K | 0.05% | +5.8% |
| 603 | Wealth Advisors of Tampa Bay#603 · 3,035 sh | 3,035 | $415.6K | 0.13% | New |
| 604 | Wedmont Private Capital#604 · 2,815 sh | 2,815 | $415.1K | — | +33.4% |
| 605 | BALYASNY ASSET MANAGEMENT L.P.#605 · 3,029 sh | 3,029 | $414.8K | <0.01% | +73.8% |
| 606 | Patriot Financial Group Insurance Agency#606 · 2,999 sh | 2,999 | $412.5K | — | New |
| 607 | SIGNATUREFD#607 · 2,988 sh | 2,988 | $409.2K | — | +32.9% |
| 608 | Kidder Stephen W#608 · 2,950 sh | 2,950 | $404.0K | 0.10% | 0.0% |
| 609 | Hudson Bay Capital Management#609 · 2,950 sh | 2,950 | $404.0K | <0.01% | New |
| 610 | Ballentine Partners#610 · 2,915 sh | 2,915 | $399.2K | <0.01% | -31.7% |
| 611 | Rehmann Capital Advisory Group#611 · 2,894 sh | 2,894 | $397.1K | 0.02% | +3.0% |
| 612 | SIMPLEX TRADING#612 · 2,896 sh | 2,896 | $396.6K | <0.01% | +127.5% |
| 613 | PRAXIS INVESTMENT MANAGEMENT#613 · 2,878 sh | 2,878 | $394.0K | 0.02% | +10.9% |
| 614 | Abel Hall#614 · 2,867 sh | 2,867 | $392.6K | — | New |
| 615 | Plato Investment Management Ltd#615 · 2,879 sh | 2,879 | $392.0K | 0.02% | 0.0% |
| 616 | Sequoia Financial Advisors#616 · 2,862 sh | 2,862 | $392.0K | <0.01% | -35.7% |
| 617 | PRIVATE NA#617 · 2,825 sh | 2,825 | $386.9K | — | +81.8% |
| 618 | Crestwood Advisors Group#618 · 2,792 sh | 2,792 | $382.4K | <0.01% | +50.6% |
| 619 | TOBAM#619 · 2,759 sh | 2,759 | $378.0K | 0.09% | New |
| 620 | Impact Partnership Wealth#620 · 2,759 sh | 2,759 | $377.8K | 0.04% | New |
| 621 | Baker Avenue Asset Management#621 · 2,758 sh | 2,758 | $377.7K | <0.01% | +16.1% |
| 622 | Brown Miller Wealth Management#622 · 2,751 sh | 2,751 | $376.7K | 0.09% | +3.4% |
| 623 | AXXCESS WEALTH MANAGEMENT#623 · 2,748 sh | 2,748 | $376.3K | — | New |
| 624 | Eukles Asset Management#624 · 2,744 sh | 2,744 | $375.8K | 0.15% | -5.7% |
| 625 | Waverly Advisors#625 · 2,711 sh | 2,711 | $371.3K | <0.01% | -38.6% |
| 626 | Kovitz Investment Group Partners#626 · 2,708 sh | 2,708 | $371.0K | <0.01% | New |
| 627 | Advisor OS#627 · 2,701 sh | 2,701 | $369.9K | 0.02% | +87.2% |
| 628 | Sompo Asset Management , Ltd.#628 · 2,690 sh | 2,690 | $368.4K | 0.06% | +25.7% |
| 629 | Vontobel Holding Ltd.#629 · 2,688 sh | 2,688 | $368.1K | — | -4.0% |
| 630 | WealthTrust Axiom#630 · 2,681 sh | 2,681 | $367.2K | 0.08% | 0.0% |
| 631 | Allworth Financial#631 · 2,662 sh | 2,662 | $364.5K | <0.01% | +2.9% |
| 632 | EASTERN BANK#632 · 2,619 sh | 2,619 | $358.7K | — | +61.8% |
| 633 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#633 · 2,598 sh | 2,598 | $355.8K | <0.01% | -27.5% |
| 634 | MCF Advisors#634 · 2,579 sh | 2,579 | $355.2K | 0.01% | -21.3% |
| 635 | Advisory Alpha#635 · 2,546 sh | 2,546 | $348.8K | <0.01% | +20.0% |
| 636 | Clarus Group#636 · 2,532 sh | 2,532 | $346.8K | — | -8.9% |
| 637 | TEMA ETFS#637 · 2,520 sh | 2,520 | $345.1K | — | +60.9% |
| 638 | AIGEN INVESTMENT MANAGEMENT#638 · 2,505 sh | 2,505 | $343.1K | 0.09% | -74.7% |
| 639 | Oslo Pensjonsforsikring AS#639 · 2,492 sh | 2,492 | $341.3K | — | +19.3% |
| 640 | Osmosis Investment Management UK Ltd#640 · 2,476 sh | 2,476 | $339.1K | 0.02% | -46.7% |
| 641 | Wellington Grp#641 · 2,086 sh | 2,086 | $338.9K | 0.10% | 0.0% |
| 642 | Meiji Yasuda Asset Management Ltd.#642 · 2,467 sh | 2,467 | $337.9K | 0.02% | -29.3% |
| 643 | Financial Planning Hawaii#643 · 2,426 sh | 2,426 | $332.2K | — | New |
| 644 | MIRABELLA FINANCIAL SERVICES LLP#644 · 2,417 sh | 2,417 | $331.0K | 0.03% | +1.9% |
| 645 | Sound Capital Solutions#645 · 2,411 sh | 2,411 | $330.2K | 0.08% | — |
| 646 | Segment Wealth Management#646 · 2,371 sh | 2,371 | $324.7K | — | -2.2% |
| 647 | CARY STREET PARTNERS INVESTMENT ADVISORY#647 · 2,366 sh | 2,366 | $324.0K | 0.07% | -7.3% |
| 648 | Focus Partners Advisor Solutions#648 · 2,358 sh | 2,358 | $323.0K | <0.01% | -43.0% |
| 649 | KINGSWOOD WEALTH ADVISORS#649 · 2,355 sh | 2,355 | $322.5K | — | New |
| 650 | HighPoint Advisor Group#650 · 2,355 sh | 2,355 | $322.5K | 0.01% | New |
| 651 | Argent#651 · 2,353 sh | 2,353 | $322.2K | <0.01% | -0.9% |
| 652 | SeaBridge Investment Advisors#652 · 2,344 sh | 2,344 | $321.0K | 0.05% | 0.0% |
| 653 | PRUDENTIAL PLC#653 · 2,336 sh | 2,336 | $319.9K | <0.01% | -73.7% |
| 654 | GWN SECURITIES#654 · 2,330 sh | 2,330 | $319.1K | 0.05% | +31.6% |
| 655 | iA Global Asset Management#655 · 2,312 sh | 2,312 | $317.0K | <0.01% | -65.3% |
| 656 | StoneX Group#656 · 2,178 sh | 2,178 | $316.3K | 0.01% | New |
| 657 | Second Line Capital#657 · 2,155 sh | 2,155 | $310.1K | 0.06% | -85.4% |
| 658 | Exchange Bank#658 · 2,250 sh | 2,250 | $308.1K | — | 0.0% |
| 659 | AZZAD ASSET MANAGEMENT#659 · 2,247 sh | 2,247 | $307.7K | 0.03% | New |
| 660 | HUNTINGTON NATIONAL BANK#660 · 2,234 sh | 2,234 | $306.0K | <0.01% | +23.4% |
| 661 | MONECO Advisors#661 · 2,231 sh | 2,231 | $305.5K | 0.02% | +19.2% |
| 662 | Compound Planning#662 · 2,229 sh | 2,229 | $305.3K | <0.01% | +1.0% |
| 663 | OPPENHEIMER#663 · 2,192 sh | 2,192 | $300.2K | — | -41.8% |
| 664 | Counterpoint Mutual Funds#664 · 2,179 sh | 2,179 | $298.4K | — | -91.6% |
| 665 | Miracle Mile Advisors#665 · 2,174 sh | 2,174 | $297.8K | <0.01% | -9.9% |
| 666 | AlphaCore Capital#666 · 2,165 sh | 2,165 | $297.8K | <0.01% | +51.3% |
| 667 | CHICAGO NA#667 · 2,169 sh | 2,169 | $297.0K | 0.04% | -8.2% |
| 668 | Mount Yale Investment Advisors#668 · 2,150 sh | 2,150 | $296.0K | <0.01% | +7.2% |
| 669 | Baker Ellis Asset Management#669 · 2,131 sh | 2,131 | $291.8K | — | 0.0% |
| 670 | Heritage Wealth Advisors#670 · 2,130 sh | 2,130 | $291.7K | 0.01% | 0.0% |
| 671 | Compass Ion Advisors#671 · 2,126 sh | 2,126 | $291.1K | — | -2.8% |
| 672 | Vestmark Advisory Solutions#672 · 2,124 sh | 2,124 | $290.9K | <0.01% | -48.7% |
| 673 | IFP Advisors#673 · 2,107 sh | 2,107 | $288.6K | — | +11.8% |
| 674 | Split Creek DBA Split Creek Capital#674 · 2,087 sh | 2,087 | $285.8K | 0.26% | New |
| 675 | Premier Path Wealth Partners#675 · 2,077 sh | 2,077 | $284.5K | — | -26.3% |
| 676 | Triangle Securities Wealth Management#676 · 2,064 sh | 2,064 | $282.6K | — | -36.9% |
| 677 | Sowell Financial Services#677 · 2,054 sh | 2,054 | $281.3K | — | -5.3% |
| 678 | RiverFront Investment Group#678 · 2,054 sh | 2,054 | $281.3K | <0.01% | New |
| 679 | Blueshift Asset Management#679 · 2,033 sh | 2,033 | $278.4K | 0.06% | -31.6% |
| 680 | ZEVENBERGEN CAPITAL INVESTMENTS#680 · 2,030 sh | 2,030 | $278.0K | — | -5.4% |
| 681 | Dorsey & Whitney#681 · 2,027 sh | 2,027 | $277.6K | 0.01% | -3.5% |
| 682 | CreativeOne Wealth#682 · 2,025 sh | 2,025 | $277.2K | <0.01% | -22.4% |
| 683 | Polymer Capital Management (US)#683 · 2,019 sh | 2,019 | $276.5K | 0.04% | -49.4% |
| 684 | United Advisor Group#684 · 2,016 sh | 2,016 | $276.1K | 0.03% | -43.7% |
| 685 | TD PRIVATE CLIENT WEALTH#685 · 2,014 sh | 2,014 | $275.9K | <0.01% | -6.9% |
| 686 | R Squared Ltd#686 · 2,012 sh | 2,012 | $275.5K | 0.14% | New |
| 687 | Pinnacle Wealth Management Advisory Group#687 · 2,011 sh | 2,011 | $275.4K | — | +32.6% |
| 688 | E6 Portfolios#688 · 2,006 sh | 2,006 | $274.7K | — | -2.0% |
| 689 | IMC-Chicago#689 · 2,001 sh | 2,001 | $274.0K | <0.01% | New |
| 690 | Leeward Financial Partners#690 · 2,000 sh | 2,000 | $273.9K | — | 0.0% |
| 691 | STRATEGY ASSET MANAGERS#691 · 1,981 sh | 1,981 | $271.3K | — | +11.5% |
| 692 | Kera Capital Partners#692 · 1,979 sh | 1,979 | $271.0K | 0.03% | New |
| 693 | GeoWealth Management#693 · 1,970 sh | 1,970 | $269.9K | <0.01% | +35.0% |
| 694 | ROCKLAND#694 · 1,971 sh | 1,971 | $269.9K | — | -15.3% |
| 695 | Caitlin John#695 · 1,955 sh | 1,955 | $267.7K | 0.15% | +8.7% |
| 696 | Brookstone Capital Management#696 · 1,947 sh | 1,947 | $266.7K | — | +1.9% |
| 697 | Prosperity Consulting Group#697 · 1,947 sh | 1,947 | $266.6K | 0.01% | New |
| 698 | GROUPAMA ASSET MANAGMENT#698 · 1,948 sh | 1,948 | $266.3K | <0.01% | 0.0% |
| 699 | TCW GROUP#699 · 1,939 sh | 1,939 | $265.5K | <0.01% | +0.1% |
| 700 | DIVIDEND ASSETS CAPITAL#700 · 1,925 sh | 1,925 | $263.6K | 0.05% | -16.8% |
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.