Compass, Inc. (COMP) — Institutional Holders, Q2 2026 (page 5)
446 institutional investment managers reported a COMP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 446. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
COMP 13F holders ranked 401–446 of 446
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Game Plan Financial Advisors#401 · 200 sh | 200 | $2.5K | <0.01% | New |
| 402 | TFC Financial Management#402 · 200 sh | 200 | $2.5K | — | 0.0% |
| 403 | DANSKE BANK A/S#403 · 200 sh | 200 | $2.5K | 0.00% | 0.0% |
| 404 | ACTION POINT FINANCIAL PLANNING#404 · 202 sh | 202 | $2.5K | <0.01% | New |
| 405 | MassMutual Private Wealth & , FSB#405 · 196 sh | 196 | $2.4K | — | +3.7% |
| 406 | Avion Wealth#406 · 219 sh | 219 | $2.0K | <0.01% | 0.0% |
| 407 | HRT FINANCIAL#407 · 150,500 sh | 150,500 | $1.9K | 0.00% | -61.2% |
| 408 | BELLEVUE ASSET MANAGEMENT#408 · 147 sh | 147 | $1.8K | <0.01% | New |
| 409 | Fortitude Family Office#409 · 145 sh | 145 | $1.8K | — | +625.0% |
| 410 | SIMS INVESTMENT MANAGEMENT#410 · 143 sh | 143 | $1.8K | — | New |
| 411 | Rialto Wealth Management#411 · 140 sh | 140 | $1.7K | <0.01% | New |
| 412 | JFS WEALTH ADVISORS#412 · 122 sh | 122 | $1.5K | <0.01% | +69.4% |
| 413 | Heritage Wealth Advisors#413 · 115 sh | 115 | $1.4K | 0.00% | 0.0% |
| 414 | Silver Grove Financial Group#414 · 100 sh | 100 | $1.2K | <0.01% | New |
| 415 | Keating Financial Advisory Services#415 · 98 sh | 98 | $1.2K | <0.01% | New |
| 416 | Wealth Enhancement Services#416 · 95 sh | 95 | $1.2K | — | New |
| 417 | JPL Wealth Management#417 · 83 sh | 83 | $1.0K | <0.01% | New |
| 418 | Clearstead Advisors#418 · 82 sh | 82 | $1.0K | 0.00% | New |
| 419 | Strengthening Families & Communities#419 · 78 sh | 78 | $962.00 | — | New |
| 420 | Bare Financial Services#420 · 78 sh | 78 | $962.00 | <0.01% | -39.1% |
| 421 | North Star Investment Management#421 · 76 sh | 76 | $937.00 | <0.01% | 0.0% |
| 422 | TD PRIVATE CLIENT WEALTH#422 · 75 sh | 75 | $925.00 | 0.00% | 0.0% |
| 423 | Investors Portfolio Services#423 · 71 sh | 71 | $875.00 | <0.01% | 0.0% |
| 424 | Barnes Dennig Private Wealth Management#424 · 65 sh | 65 | $801.00 | <0.01% | New |
| 425 | Physician Wealth Advisors#425 · 54 sh | 54 | $666.00 | — | -23.9% |
| 426 | Creative Capital Management Investments#426 · 40 sh | 40 | $493.00 | <0.01% | New |
| 427 | Rossby Financial, LCC#427 · 35 sh | 35 | $432.00 | <0.01% | 0.0% |
| 428 | DiNuzzo Private Wealth#428 · 34 sh | 34 | $420.00 | — | +580.0% |
| 429 | Stone House Investment Management#429 · 33 sh | 33 | $407.00 | — | New |
| 430 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#430 · 28 sh | 28 | $345.00 | 0.00% | 0.0% |
| 431 | Dunhill Financial#431 · 23 sh | 23 | $285.00 | <0.01% | 0.0% |
| 432 | Transamerica Financial Advisors#432 · 22 sh | 22 | $271.00 | 0.00% | 0.0% |
| 433 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#433 · 19 sh | 19 | $234.00 | 0.00% | New |
| 434 | HFM Investment Advisors#434 · 18 sh | 18 | $222.00 | <0.01% | +350.0% |
| 435 | ASSETMARK#435 · 10 sh | 10 | $123.00 | — | -60.0% |
| 436 | GHP Investment Advisors#436 · 8 sh | 8 | $99.00 | — | 0.0% |
| 437 | Larson Financial Group#437 · 8 sh | 8 | $99.00 | 0.00% | New |
| 438 | LRI Investments#438 · 8 sh | 8 | $99.00 | 0.00% | New |
| 439 | Bay Harbor Wealth Management#439 · 7 sh | 7 | $86.00 | 0.00% | New |
| 440 | WPG Advisers#440 · 7 sh | 7 | $86.00 | <0.01% | 0.0% |
| 441 | DecisionPoint Financial#441 · 5 sh | 5 | $63.00 | 0.00% | New |
| 442 | RAFFA WEALTH MANAGEMENT#442 · 3 sh | 3 | $37.00 | 0.00% | New |
| 443 | MARYLAND CAPITAL ADVISORS#443 · 2 sh | 2 | $25.00 | — | — |
| 444 | Navigoe#444 · 5 sh | 5 | $0.00 | 0.00% | New |
| 445 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#445 · 788,229 sh | 788,229 | — | — | +7.0% |
| 446 | Elequin Securities#446 · 72 sh | 72 | — | — | -81.2% |
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.