BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Accurate Wealth Management#701 · 1,782 sh | 1,782 | $262.9K | — | New |
| 702 | IFG Advisory#702 · 1,919 sh | 1,919 | $262.8K | <0.01% | New |
| 703 | Wakefield Asset Management LLLP#703 · 1,906 sh | 1,906 | $261.0K | 0.06% | New |
| 704 | Claret Asset Management#704 · 1,893 sh | 1,893 | $259.0K | 0.03% | New |
| 705 | Spire Wealth Management#705 · 1,876 sh | 1,876 | $256.9K | <0.01% | -6.1% |
| 706 | denkapparat Operations GmbH#706 · 1,864 sh | 1,864 | $255.3K | 0.08% | New |
| 707 | CONGRESS ASSET MANAGEMENT#707 · 1,856 sh | 1,856 | $254.1K | — | -97.6% |
| 708 | Guardian Wealth Management#708 · 1,854 sh | 1,854 | $254.0K | 0.12% | -13.2% |
| 709 | CX Institutional#709 · 1,854 sh | 1,854 | $254.0K | — | +61.9% |
| 710 | XXI WEALTH#710 · 1,823 sh | 1,823 | $249.7K | — | -61.4% |
| 711 | EverSource Wealth Advisors#711 · 1,821 sh | 1,821 | $249.4K | <0.01% | -69.3% |
| 712 | Independence Bank of Kentucky#712 · 1,820 sh | 1,820 | $249.2K | — | 0.0% |
| 713 | Foundations Investment Advisors#713 · 1,814 sh | 1,814 | $248.4K | <0.01% | +5.1% |
| 714 | Aberdeen Wealth Management#714 · 1,814 sh | 1,814 | $248.4K | 0.12% | New |
| 715 | MARCO INVESTMENT MANAGEMENT#715 · 1,812 sh | 1,812 | $248.2K | 0.02% | 0.0% |
| 716 | Randall & Associates Wealth Management#716 · 1,801 sh | 1,801 | $246.6K | — | +6.6% |
| 717 | Forza Wealth Management#717 · 1,800 sh | 1,800 | $246.5K | — | 0.0% |
| 718 | Waterloo Capital, L.P.#718 · 1,796 sh | 1,796 | $245.9K | 0.01% | -82.6% |
| 719 | CERTUITY#719 · 1,792 sh | 1,792 | $245.4K | 0.01% | New |
| 720 | Baron Wealth Management#720 · 1,777 sh | 1,777 | $243.3K | 0.06% | -6.6% |
| 721 | McMillan Office#721 · 1,742 sh | 1,742 | $238.6K | 0.03% | 0.0% |
| 722 | BRIDGES INVESTMENT MANAGEMENT#722 · 1,741 sh | 1,741 | $238.4K | <0.01% | -5.4% |
| 723 | Redmond Asset Management#723 · 1,741 sh | 1,741 | $238.4K | 0.06% | 0.0% |
| 724 | Prosperity Advisers#724 · 1,718 sh | 1,718 | $237.0K | 0.17% | 0.0% |
| 725 | Diversified#725 · 1,727 sh | 1,727 | $236.6K | <0.01% | +28.7% |
| 726 | Astoria Portfolio Advisors#726 · 1,718 sh | 1,718 | $235.3K | 0.04% | +3.0% |
| 727 | SAX WEALTH ADVISORS#727 · 1,445 sh | 1,445 | $234.7K | — | New |
| 728 | Tranquilli Financial Advisor#728 · 1,711 sh | 1,711 | $234.3K | 0.13% | +37.2% |
| 729 | Clark Capital Management Group#729 · 1,709 sh | 1,709 | $234.0K | <0.01% | 0.0% |
| 730 | Parallel Advisors#730 · 1,708 sh | 1,708 | $234.0K | <0.01% | +23.2% |
| 731 | Krilogy Financial#731 · 1,704 sh | 1,704 | $233.4K | — | +23.9% |
| 732 | Qtron Investments#732 · 1,704 sh | 1,704 | $233.4K | 0.03% | -15.0% |
| 733 | Ifrah Financial Services#733 · 1,702 sh | 1,702 | $233.1K | — | +0.7% |
| 734 | Semanteon Capital Management#734 · 1,702 sh | 1,702 | $233.1K | 1.05% | New |
| 735 | CATALYST FINANCIAL PARTNERS#735 · 1,697 sh | 1,697 | $232.4K | 0.02% | New |
| 736 | Burton Enright Welch#736 · 1,695 sh | 1,695 | $232.1K | 0.03% | +0.8% |
| 737 | Fifth Third Wealth Advisors#737 · 1,686 sh | 1,686 | $230.9K | — | -13.9% |
| 738 | Prime Capital Investment Advisors#738 · 1,681 sh | 1,681 | $230.2K | — | -53.9% |
| 739 | Canada Post Registered Pension Plan#739 · 1,680 sh | 1,680 | $230.1K | <0.01% | 0.0% |
| 740 | RMB Capital Management#740 · 1,656 sh | 1,656 | $229.7K | <0.01% | -67.6% |
| 741 | Snowden Capital Advisors#741 · 1,663 sh | 1,663 | $229.5K | <0.01% | +13.5% |
| 742 | Chancellor Financial Group WB#742 · 1,661 sh | 1,661 | $227.5K | 0.14% | -4.5% |
| 743 | Mystic Asset Management#743 · 1,646 sh | 1,646 | $225.4K | — | 0.0% |
| 744 | Sigma Planning#744 · 1,636 sh | 1,636 | $224.1K | — | New |
| 745 | Apella Capital#745 · 1,506 sh | 1,506 | $223.8K | — | +2.3% |
| 746 | CAPSTONE INVESTMENT ADVISORS#746 · 1,629 sh | 1,629 | $223.1K | <0.01% | New |
| 747 | Fisher Asset Management#747 · 1,626 sh | 1,626 | $222.8K | <0.01% | -28.4% |
| 748 | Arkadios Wealth Advisors#748 · 1,624 sh | 1,624 | $222.5K | <0.01% | -10.5% |
| 749 | Lionhunter Capital Management#749 · 1,624 sh | 1,624 | $222.4K | 0.10% | — |
| 750 | EVOLVE PRIVATE WEALTH#750 · 1,600 sh | 1,600 | $220.7K | 0.01% | -47.3% |
| 751 | Fragasso Group#751 · 1,608 sh | 1,608 | $220.3K | — | +15.4% |
| 752 | Icon Wealth Advisors#752 · 1,607 sh | 1,607 | $220.1K | 0.01% | +0.1% |
| 753 | J. Safra Sarasin Holding AG#753 · 3,198 sh | 3,198 | $220.1K | — | +57.5% |
| 754 | NewEdge Wealth#754 · 1,606 sh | 1,606 | $219.9K | <0.01% | -37.6% |
| 755 | Advyzon Investment Management#755 · 1,589 sh | 1,589 | $217.6K | 0.02% | +3.1% |
| 756 | Gilbert & Cook#756 · 1,583 sh | 1,583 | $216.8K | 0.02% | +1.8% |
| 757 | Parkside Financial Bank#757 · 1,570 sh | 1,570 | $215.0K | <0.01% | +143.0% |
| 758 | Prestige Wealth Management Group#758 · 1,554 sh | 1,554 | $214.3K | 0.04% | 0.0% |
| 759 | J.W. COLE ADVISORS#759 · 1,564 sh | 1,564 | $214.2K | <0.01% | +7.2% |
| 760 | WASHINGTON BANK#760 · 1,560 sh | 1,560 | $213.6K | 0.01% | 0.0% |
| 761 | GREAT LAKES ADVISORS#761 · 1,557 sh | 1,557 | $213.2K | <0.01% | -17.2% |
| 762 | MITCHELL MCLEOD PUGH & WILLIAMS#762 · 1,557 sh | 1,557 | $213.2K | 0.03% | -10.1% |
| 763 | AE Wealth Management#763 · 1,555 sh | 1,555 | $213.1K | <0.01% | -7.9% |
| 764 | SHP Wealth Management#764 · 1,546 sh | 1,546 | $211.7K | 0.01% | +2.6% |
| 765 | Campion Asset Management#765 · 1,544 sh | 1,544 | $211.5K | 0.13% | 0.0% |
| 766 | CLARK FINANCIAL SERVICES GROUP#766 · 1,509 sh | 1,509 | $206.7K | — | -1.9% |
| 767 | STEVENS CAPITAL MANAGEMENT#767 · 1,505 sh | 1,505 | $206.0K | 0.05% | -44.5% |
| 768 | Shore Point Advisors#768 · 1,504 sh | 1,504 | $206.0K | — | 0.0% |
| 769 | Global Retirement Partners#769 · 1,501 sh | 1,501 | $205.6K | <0.01% | — |
| 770 | CTC Alternative Strategies, Ltd.#770 · 1,500 sh | 1,500 | $205.4K | 0.30% | New |
| 771 | RASP WEALTH SOLUTIONS#771 · 1,492 sh | 1,492 | $204.3K | 0.07% | — |
| 772 | PCM Encore#772 · 1,490 sh | 1,490 | $204.1K | 0.04% | +20.0% |
| 773 | Innovative Asset Advisors Group#773 · 1,486 sh | 1,486 | $203.8K | 0.09% | +196.0% |
| 774 | Kennebec Savings Bank#774 · 1,476 sh | 1,476 | $202.1K | — | +146.0% |
| 775 | Sound View Wealth Advisors Group#775 · 1,473 sh | 1,473 | $201.7K | 0.01% | -4.6% |
| 776 | Calamos Wealth Management#776 · 1,465 sh | 1,465 | $200.6K | <0.01% | +2.1% |
| 777 | Ipswich Investment Management#777 · 1,465 sh | 1,465 | $200.6K | — | 0.0% |
| 778 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#778 · 1,438 sh | 1,438 | $196.9K | <0.01% | -19.3% |
| 779 | CENTRAL#779 · 1,420 sh | 1,420 | $194.5K | <0.01% | -10.4% |
| 780 | Pinnacle Wealth Planning Services#780 · 1,408 sh | 1,408 | $192.8K | 0.02% | -9.5% |
| 781 | MANNING & NAPIER ADVISORS#781 · 1,386 sh | 1,386 | $189.8K | <0.01% | -8.6% |
| 782 | UMB Bank, n.a.#782 · 1,357 sh | 1,357 | $185.8K | <0.01% | +3.7% |
| 783 | FEDERATED HERMES#783 · 1,341 sh | 1,341 | $183.7K | <0.01% | -88.1% |
| 784 | Ameritas Investment Partners#784 · 1,272 sh | 1,272 | $174.2K | <0.01% | -4.6% |
| 785 | Private Wealth Asset Management#785 · 1,269 sh | 1,269 | $173.8K | 0.02% | +554.1% |
| 786 | Greykasell Wealth Strategies#786 · 1,205 sh | 1,205 | $165.0K | 0.06% | 0.0% |
| 787 | Anchor Investment Management#787 · 1,200 sh | 1,200 | $164.3K | 0.01% | -20.0% |
| 788 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#788 · 1,184 sh | 1,184 | $162.1K | <0.01% | -32.0% |
| 789 | Hamilton Capital Partners#789 · 1,141 sh | 1,141 | $156.3K | <0.01% | -10.2% |
| 790 | Key FInancial#790 · 1,117 sh | 1,117 | $153.0K | 0.03% | 0.0% |
| 791 | Hanson & Doremus Investment Management#791 · 1,075 sh | 1,075 | $147.0K | — | -6.5% |
| 792 | MassMutual Private Wealth & , FSB#792 · 1,031 sh | 1,031 | $141.2K | — | -1.1% |
| 793 | Clearstead Advisors#793 · 1,003 sh | 1,003 | $137.4K | <0.01% | +626.8% |
| 794 | Caldwell#794 · 993 sh | 993 | $136.0K | 0.01% | +967.7% |
| 795 | EDMOND DE ROTHSCHILD HOLDING S.A.#795 · 882 sh | 882 | $120.8K | <0.01% | 0.0% |
| 796 | Park Place Capital#796 · 878 sh | 878 | $120.3K | 0.02% | -91.5% |
| 797 | Smartleaf Asset Management#797 · 870 sh | 870 | $117.8K | <0.01% | 0.0% |
| 798 | Washington Advisors#798 · 797 sh | 797 | $109.2K | — | -38.0% |
| 799 | BARTLETT & WEALTH MANAGEMENT#799 · 789 sh | 789 | $108.8K | <0.01% | -0.6% |
| 800 | Livforsakringsbolaget Skandia, Omsesidigt#800 · 786 sh | 786 | $108.2K | — | 0.0% |
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.