Cboe Global Markets, Inc. (CBOE) — Institutional Holders, Q2 2026 (page 8)
995 institutional investment managers reported a CBOE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $22.8B. 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.
CBOE 13F holders ranked 701–800 of 995
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | PATRON PARTNERS#701 · 1,262 sh | 1,262 | $306.3K | 0.12% | +2.1% |
| 702 | Davis Capital Management#702 · 1,258 sh | 1,258 | $305.3K | — | -4.3% |
| 703 | Mount Yale Investment Advisors#703 · 1,256 sh | 1,256 | $304.9K | <0.01% | -2.9% |
| 704 | Fifth Third Wealth Advisors#704 · 1,253 sh | 1,253 | $304.1K | — | +46.9% |
| 705 | UHLMANN PRICE SECURITIES#705 · 1,250 sh | 1,250 | $303.3K | 0.01% | -64.7% |
| 706 | SAGESPRING WEALTH PARTNERS#706 · 1,240 sh | 1,240 | $300.8K | — | -7.7% |
| 707 | Monument Capital Management#707 · 1,238 sh | 1,238 | $300.4K | — | 0.0% |
| 708 | OUTFITTERS FINANCIAL#708 · 1,225 sh | 1,225 | $297.3K | — | 0.0% |
| 709 | MATHER GROUP#709 · 1,224 sh | 1,224 | $296.9K | — | +0.7% |
| 710 | Archford Capital Strategies#710 · 1,210 sh | 1,210 | $293.6K | — | -4.8% |
| 711 | EVERMAY WEALTH MANAGEMENT#711 · 1,198 sh | 1,198 | $290.7K | 0.03% | +92.6% |
| 712 | Astoria Portfolio Advisors#712 · 1,190 sh | 1,190 | $288.8K | 0.05% | +3.5% |
| 713 | WBI INVESTMENTS#713 · 1,172 sh | 1,172 | $284.5K | 0.07% | -75.2% |
| 714 | AlTi Global#714 · 1,171 sh | 1,171 | $284.2K | <0.01% | -15.2% |
| 715 | D'Orazio & Associates#715 · 1,163 sh | 1,163 | $282.2K | 0.03% | +2.4% |
| 716 | Asset Management#716 · 1,163 sh | 1,163 | $282.2K | 0.02% | 0.0% |
| 717 | Sun Financial#717 · 979 sh | 979 | $279.0K | 0.13% | -13.0% |
| 718 | Oakmont Advisory Group#718 · 1,148 sh | 1,148 | $278.5K | 0.23% | -1.2% |
| 719 | MAI Capital Management#719 · 1,142 sh | 1,142 | $277.0K | <0.01% | -2.7% |
| 720 | PFG Investments#720 · 1,121 sh | 1,121 | $272.0K | 0.01% | New |
| 721 | Oakmont Investment Advisors#721 · 1,120 sh | 1,120 | $271.7K | — | +56.0% |
| 722 | Ocean Capital Management#722 · 1,106 sh | 1,106 | $268.4K | 0.05% | +0.3% |
| 723 | EverSource Wealth Advisors#723 · 1,098 sh | 1,098 | $266.6K | <0.01% | -95.5% |
| 724 | Moors & Cabot#724 · 1,098 sh | 1,098 | $266.3K | 0.01% | -32.1% |
| 725 | Interchange Capital Partners#725 · 1,085 sh | 1,085 | $263.4K | 0.05% | New |
| 726 | AlphaCentric Advisors#726 · 1,083 sh | 1,083 | $262.8K | 0.22% | +5.9% |
| 727 | NorthRock Partners#727 · 1,072 sh | 1,072 | $260.1K | <0.01% | -3.0% |
| 728 | Beacon Pointe Advisors#728 · 1,067 sh | 1,067 | $258.8K | <0.01% | +28.7% |
| 729 | Delta Investment Management#729 · 1,060 sh | 1,060 | $257.3K | 0.04% | +43.4% |
| 730 | Modern Wealth Management#730 · 1,057 sh | 1,057 | $256.6K | <0.01% | -44.2% |
| 731 | Maridea Wealth Management#731 · 1,054 sh | 1,054 | $255.8K | 0.03% | New |
| 732 | RENAISSANCE GROUP#732 · 1,038 sh | 1,038 | $251.9K | 0.01% | -2.3% |
| 733 | CIGNA INVESTMENTS#733 · 1,022 sh | 1,022 | $248.0K | — | 0.0% |
| 734 | FLAGSHIP HARBOR ADVISORS#734 · 1,013 sh | 1,013 | $245.9K | — | -0.6% |
| 735 | Skylands Capital#735 · 1,000 sh | 1,000 | $242.7K | — | 0.0% |
| 736 | CHILTON INVESTMENT#736 · 1,000 sh | 1,000 | $242.7K | <0.01% | 0.0% |
| 737 | Fruth Investment Management#737 · 1,000 sh | 1,000 | $242.0K | — | 0.0% |
| 738 | Claret Asset Management#738 · 975 sh | 975 | $237.0K | 0.03% | -2.4% |
| 739 | VestGen Advisors#739 · 976 sh | 976 | $236.9K | <0.01% | -36.4% |
| 740 | EVERGREEN CAPITAL MANAGEMENT#740 · 974 sh | 974 | $236.4K | — | 0.0% |
| 741 | HARBOUR INVESTMENTS#741 · 951 sh | 951 | $230.8K | <0.01% | +23.7% |
| 742 | BURLING WEALTH PARTNERS#742 · 950 sh | 950 | $230.5K | 0.03% | 0.0% |
| 743 | ASSETMARK#743 · 947 sh | 947 | $229.7K | — | +38.7% |
| 744 | Allworth Financial#744 · 945 sh | 945 | $229.3K | <0.01% | +27.2% |
| 745 | Plan Group Financial#745 · 942 sh | 942 | $228.6K | — | New |
| 746 | EVENTIDE ASSET MANAGEMENT#746 · 986 sh | 986 | $228.3K | <0.01% | New |
| 747 | Financial Planning Hawaii#747 · 917 sh | 917 | $222.5K | — | 0.0% |
| 748 | Fidelis Capital Partners#748 · 913 sh | 913 | $221.4K | 0.01% | +2.4% |
| 749 | PROFUND ADVISORS#749 · 911 sh | 911 | $221.1K | <0.01% | -2.7% |
| 750 | Arkadios Wealth Advisors#750 · 907 sh | 907 | $220.1K | <0.01% | +0.2% |
| 751 | Ameritas Investment Partners#751 · 900 sh | 900 | $218.4K | <0.01% | -5.6% |
| 752 | EARNED WEALTH ADVISORS#752 · 900 sh | 900 | $218.4K | 0.01% | -10.1% |
| 753 | Sentinus#753 · 884 sh | 884 | $214.5K | 0.02% | New |
| 754 | Keystone Financial Services#754 · 878 sh | 878 | $213.2K | 0.05% | +11.7% |
| 755 | Larson Financial Group#755 · 878 sh | 878 | $213.1K | <0.01% | +897.7% |
| 756 | Entelevest#756 · 877 sh | 877 | $212.8K | 0.18% | New |
| 757 | Portfolio Design Labs#757 · 875 sh | 875 | $212.3K | 0.03% | +0.9% |
| 758 | Net Worth Advisory Group#758 · 872 sh | 872 | $211.6K | — | +22.5% |
| 759 | PINNACLE ASSOCIATES LTD#759 · 871 sh | 871 | $211.4K | — | +11.2% |
| 760 | Legacy Financial Advisors#760 · 871 sh | 871 | $211.4K | 0.03% | -4.6% |
| 761 | Pinnacle Wealth Planning Services#761 · 869 sh | 869 | $210.9K | 0.02% | +0.5% |
| 762 | Valeo Financial Advisors#762 · 864 sh | 864 | $209.7K | — | New |
| 763 | Barnes Wealth Management Group#763 · 862 sh | 862 | $209.2K | 0.10% | -5.8% |
| 764 | Capital Asset Advisory Services#764 · 855 sh | 855 | $207.5K | <0.01% | -5.0% |
| 765 | AXXCESS WEALTH MANAGEMENT#765 · 855 sh | 855 | $207.5K | — | New |
| 766 | AMJ Financial Wealth Management#766 · 732 sh | 732 | $205.7K | 0.05% | 0.0% |
| 767 | MONECO Advisors#767 · 835 sh | 835 | $202.7K | 0.01% | -0.7% |
| 768 | ASHTON THOMAS SECURITIES#768 · 831 sh | 831 | $201.4K | — | +1.7% |
| 769 | SmartHarvest Portfolios#769 · 829 sh | 829 | $201.2K | — | -0.1% |
| 770 | Axecap Investments#770 · 827 sh | 827 | $200.7K | — | -20.3% |
| 771 | EWA#771 · 825 sh | 825 | $200.3K | 0.04% | -1.3% |
| 772 | Livforsakringsbolaget Skandia, Omsesidigt#772 · 800 sh | 800 | $193.5K | — | 0.0% |
| 773 | Smithfield#773 · 797 sh | 797 | $193.0K | <0.01% | 0.0% |
| 774 | IFP Advisors#774 · 789 sh | 789 | $191.5K | — | +19.5% |
| 775 | ACADIAN ASSET MANAGEMENT#775 · 784 sh | 784 | $190.0K | <0.01% | -98.4% |
| 776 | WESTPAC BANKING#776 · 743 sh | 743 | $180.3K | 0.01% | +67.7% |
| 777 | Ronald Blue#777 · 688 sh | 688 | $167.0K | — | +10.3% |
| 778 | Smartleaf Asset Management#778 · 720 sh | 720 | $166.8K | <0.01% | 0.0% |
| 779 | PENSION & WEALTH MANAGEMENT ADVISORS#779 · 677 sh | 677 | $164.3K | — | New |
| 780 | Quent Capital#780 · 615 sh | 615 | $149.2K | <0.01% | +10.0% |
| 781 | Penserra Capital Management#781 · 613 sh | 613 | $148.0K | <0.01% | +3.4% |
| 782 | Sava Infond d.o.o.#782 · 600 sh | 600 | $145.6K | 0.01% | New |
| 783 | Parkside Financial Bank#783 · 598 sh | 598 | $145.1K | <0.01% | +98.7% |
| 784 | WPG Advisers#784 · 555 sh | 555 | $134.7K | 0.08% | -8.7% |
| 785 | UMB Bank, n.a.#785 · 527 sh | 527 | $127.9K | <0.01% | +8.0% |
| 786 | Murphy & Mullick Capital Management#786 · 508 sh | 508 | $123.3K | 0.08% | 0.0% |
| 787 | OLD SECOND NATIONAL BANK OF AURORA#787 · 500 sh | 500 | $121.3K | — | -9.1% |
| 788 | Basecamp Wealth Advisors#788 · 482 sh | 482 | $117.0K | 0.02% | 0.0% |
| 789 | Institute for Wealth Management#789 · 480 sh | 480 | $116.5K | 0.01% | New |
| 790 | LOUISBOURG INVESTMENTS#790 · 461 sh | 461 | $111.9K | — | -11.5% |
| 791 | SWISS RE LTD#791 · 428 sh | 428 | $103.9K | <0.01% | +678.2% |
| 792 | MassMutual Private Wealth & , FSB#792 · 425 sh | 425 | $103.1K | — | -4.3% |
| 793 | Quarry#793 · 414 sh | 414 | $100.5K | <0.01% | New |
| 794 | Versant Capital Management#794 · 409 sh | 409 | $99.3K | — | -4.0% |
| 795 | COHEN & STEERS#795 · 400 sh | 400 | $97.0K | <0.01% | 0.0% |
| 796 | RICHARDSON FINANCIAL SERVICES#796 · 388 sh | 388 | $94.2K | 0.05% | +14.1% |
| 797 | Transamerica Financial Advisors#797 · 365 sh | 365 | $88.6K | <0.01% | +75.5% |
| 798 | TD PRIVATE CLIENT WEALTH#798 · 360 sh | 360 | $87.4K | <0.01% | -10.4% |
| 799 | Measured Wealth Private Client Group#799 · 352 sh | 352 | $85.4K | 0.02% | -64.7% |
| 800 | Johnson Financial Group#800 · 349 sh | 349 | $84.7K | <0.01% | -2.0% |
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.