DOLLAR TREE, INC. (DLTR) — Institutional Holders, Q2 2026 (page 6)
870 institutional investment managers reported a DLTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.6B. 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.
DLTR 13F holders ranked 501–600 of 870
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | WESTWOOD GROUP#501 · 3,622 sh | 3,622 | $438.1K | <0.01% | New |
| 502 | Ballentine Partners#502 · 3,598 sh | 3,598 | $435.2K | <0.01% | -10.0% |
| 503 | CenterBook Partners#503 · 3,578 sh | 3,578 | $432.8K | 0.02% | -85.9% |
| 504 | Miller Global Investments#504 · 3,535 sh | 3,535 | $427.6K | — | 0.0% |
| 505 | CHICAGO NA#505 · 3,486 sh | 3,486 | $421.6K | 0.06% | -53.9% |
| 506 | Valeo Financial Advisors#506 · 3,475 sh | 3,475 | $420.3K | — | +3.5% |
| 507 | DAVENPORT#507 · 3,433 sh | 3,433 | $415.2K | — | -5.3% |
| 508 | OneDigital Investment Advisors#508 · 3,431 sh | 3,431 | $415.0K | <0.01% | -0.1% |
| 509 | Concurrent Investment Advisors#509 · 3,329 sh | 3,329 | $402.6K | — | -4.7% |
| 510 | Bridgewater Advisors#510 · 3,455 sh | 3,455 | $402.4K | 0.02% | -5.1% |
| 511 | BLAIR WILLIAM#511 · 3,293 sh | 3,293 | $398.3K | <0.01% | +30.5% |
| 512 | COLDSTREAM CAPITAL MANAGEMENT#512 · 3,261 sh | 3,261 | $394.4K | <0.01% | -20.1% |
| 513 | CWA Asset Management Group#513 · 3,248 sh | 3,248 | $392.8K | — | -39.6% |
| 514 | CHOREO#514 · 3,233 sh | 3,233 | $391.1K | <0.01% | +32.6% |
| 515 | Cresset Asset Management#515 · 3,226 sh | 3,226 | $390.2K | <0.01% | -25.6% |
| 516 | LVW Advisors#516 · 3,197 sh | 3,197 | $386.7K | — | -2.5% |
| 517 | Clearstead#517 · 3,149 sh | 3,149 | $380.9K | 0.05% | 0.0% |
| 518 | MML INVESTORS SERVICES#518 · 3,135 sh | 3,135 | $379.2K | <0.01% | +3.1% |
| 519 | Platform Technology Partners#519 · 3,124 sh | 3,124 | $377.8K | 0.06% | +38.9% |
| 520 | GUGGENHEIM CAPITAL#520 · 3,108 sh | 3,108 | $375.9K | <0.01% | +4.0% |
| 521 | Lombard Odier Asset Management (Switzerland) SA#521 · 3,094 sh | 3,094 | $374.2K | 0.01% | -6.1% |
| 522 | Pitcairn Wealth Advisors#522 · 3,045 sh | 3,045 | $368.3K | 0.04% | +55.4% |
| 523 | Catalyst Funds Management Pty Ltd#523 · 2,950 sh | 2,950 | $356.8K | 0.02% | -2.4% |
| 524 | Midwest#524 · 2,947 sh | 2,947 | $356.4K | — | New |
| 525 | XXI WEALTH#525 · 2,926 sh | 2,926 | $353.9K | — | +31.4% |
| 526 | Callan Family Office#526 · 2,920 sh | 2,920 | $353.2K | <0.01% | +7.0% |
| 527 | Checchi Capital Advisers#527 · 2,889 sh | 2,889 | $349.4K | 0.02% | -16.2% |
| 528 | RHS Financial#528 · 2,882 sh | 2,882 | $348.6K | — | -15.2% |
| 529 | Cambria Investment Management, L.P.#529 · 2,838 sh | 2,838 | $343.3K | 0.02% | +2.0% |
| 530 | Waverly Advisors#530 · 2,833 sh | 2,833 | $342.6K | <0.01% | -17.8% |
| 531 | CIDEL ASSET MANAGEMENT#531 · 2,829 sh | 2,829 | $342.2K | 0.02% | 0.0% |
| 532 | CX Institutional#532 · 2,798 sh | 2,798 | $338.0K | — | +6.9% |
| 533 | Ellevest#533 · 2,792 sh | 2,792 | $337.9K | 0.04% | -15.2% |
| 534 | Topsail Wealth Management#534 · 2,753 sh | 2,753 | $333.0K | 0.04% | -0.5% |
| 535 | Farther Finance Advisors#535 · 2,726 sh | 2,726 | $331.2K | — | -27.2% |
| 536 | J. Team Financial#536 · 2,736 sh | 2,736 | $330.9K | 0.32% | -0.7% |
| 537 | Astoria Portfolio Advisors#537 · 2,733 sh | 2,733 | $330.6K | 0.06% | +27.4% |
| 538 | Dana Investment Advisors#538 · 2,728 sh | 2,728 | $330.0K | <0.01% | 0.0% |
| 539 | SAGESPRING WEALTH PARTNERS#539 · 2,724 sh | 2,724 | $329.5K | — | +34.2% |
| 540 | Siemens Fonds Invest GmbH#540 · 2,704 sh | 2,704 | $327.0K | 0.02% | -0.6% |
| 541 | LOWE BROCKENBROUGH#541 · 2,700 sh | 2,700 | $326.6K | 0.01% | -32.5% |
| 542 | DRW Securities#542 · 2,676 sh | 2,676 | $322.2K | <0.01% | New |
| 543 | Alpha Family#543 · 2,620 sh | 2,620 | $316.9K | 0.13% | 0.0% |
| 544 | Claro Advisors#544 · 2,620 sh | 2,620 | $316.9K | 0.03% | -3.5% |
| 545 | Proficio Capital Partners#545 · 2,586 sh | 2,586 | $312.8K | 0.01% | New |
| 546 | Bull Harbor Capital#546 · 2,560 sh | 2,560 | $309.6K | 0.06% | New |
| 547 | Centiva Capital#547 · 2,530 sh | 2,530 | $306.0K | <0.01% | -10.4% |
| 548 | Deseret Mutual Benefit Administrators#548 · 2,528 sh | 2,528 | $305.8K | 0.10% | +44.5% |
| 549 | Optas#549 · 2,518 sh | 2,518 | $304.6K | 0.04% | -10.2% |
| 550 | Krilogy Financial#550 · 2,505 sh | 2,505 | $303.0K | — | New |
| 551 | EQUITY INVESTMENT#551 · 2,503 sh | 2,503 | $302.7K | <0.01% | -12.3% |
| 552 | Family Investment Center#552 · 2,411 sh | 2,411 | $291.6K | — | New |
| 553 | ARROW FINANCIAL#553 · 2,405 sh | 2,405 | $290.9K | — | -13.8% |
| 554 | Parallax Volatility Advisers, L.P.#554 · 2,369 sh | 2,369 | $286.5K | <0.01% | -26.0% |
| 555 | CARY STREET PARTNERS FINANCIAL#555 · 2,300 sh | 2,300 | $278.2K | <0.01% | -2.9% |
| 556 | SUMMITRY#556 · 2,291 sh | 2,291 | $277.1K | <0.01% | New |
| 557 | Apollon Wealth Management#557 · 2,282 sh | 2,282 | $276.0K | — | -2.6% |
| 558 | UMB Bank, n.a.#558 · 2,277 sh | 2,277 | $275.4K | <0.01% | -3.9% |
| 559 | 1ST SOURCE BANK#559 · 2,272 sh | 2,272 | $274.8K | 0.01% | -0.4% |
| 560 | Capital Investment Advisory Services#560 · 2,269 sh | 2,269 | $274.4K | 0.02% | 0.0% |
| 561 | PARK AVENUE SECURITIES#561 · 2,268 sh | 2,268 | $274.0K | — | -56.4% |
| 562 | PROFUND ADVISORS#562 · 2,246 sh | 2,246 | $271.7K | <0.01% | -11.8% |
| 563 | Bryn Mawr Advisors#563 · 2,236 sh | 2,236 | $270.4K | 0.01% | +1.4% |
| 564 | Meiji Yasuda Asset Management Ltd.#564 · 2,205 sh | 2,205 | $266.7K | 0.01% | -84.1% |
| 565 | Wealthspire Advisors#565 · 2,198 sh | 2,198 | $265.8K | <0.01% | -8.8% |
| 566 | IFP Advisors#566 · 2,185 sh | 2,185 | $264.3K | — | +29.1% |
| 567 | TEMA ETFS#567 · 2,176 sh | 2,176 | $263.2K | — | +7.1% |
| 568 | AE Wealth Management#568 · 2,131 sh | 2,131 | $257.7K | <0.01% | New |
| 569 | PANAGORA ASSET MANAGEMENT#569 · 2,127 sh | 2,127 | $257.3K | <0.01% | +0.1% |
| 570 | KESTRA PRIVATE WEALTH SERVICES#570 · 2,121 sh | 2,121 | $256.5K | <0.01% | -4.1% |
| 571 | ALPS ADVISORS#571 · 2,076 sh | 2,076 | $251.1K | <0.01% | New |
| 572 | CITIZENS FINANCIAL GROUP#572 · 2,058 sh | 2,058 | $248.9K | — | +1.3% |
| 573 | Fifth Third Wealth Advisors#573 · 2,054 sh | 2,054 | $248.4K | — | -6.1% |
| 574 | State of Wyoming#574 · 2,049 sh | 2,049 | $247.8K | 0.03% | New |
| 575 | EVOLVE PRIVATE WEALTH#575 · 2,027 sh | 2,027 | $245.2K | 0.01% | -91.0% |
| 576 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#576 · 2,008 sh | 2,008 | $242.9K | <0.01% | -1.6% |
| 577 | FRANKLIN STREET ADVISORS#577 · 2,003 sh | 2,003 | $242.3K | — | 0.0% |
| 578 | Wealth Management Associates#578 · 2,000 sh | 2,000 | $241.9K | 0.07% | 0.0% |
| 579 | Baird Financial Group#579 · 1,993 sh | 1,993 | $241.1K | <0.01% | New |
| 580 | Parallel Advisors#580 · 1,981 sh | 1,981 | $239.7K | <0.01% | -9.7% |
| 581 | Virtu Financial#581 · 1,963 sh | 1,963 | $237.0K | <0.01% | New |
| 582 | GREENLEAF#582 · 1,957 sh | 1,957 | $236.7K | <0.01% | -1.1% |
| 583 | Arlington#583 · 1,949 sh | 1,949 | $235.7K | — | +4540.5% |
| 584 | West Family Investments#584 · 1,944 sh | 1,944 | $235.1K | 0.07% | New |
| 585 | Soltis Investment Advisors#585 · 1,920 sh | 1,920 | $232.2K | 0.01% | New |
| 586 | SouthState Bank#586 · 1,915 sh | 1,915 | $231.6K | <0.01% | -3.4% |
| 587 | Cornerstone Wealth Group#587 · 1,901 sh | 1,901 | $230.0K | 0.01% | New |
| 588 | Lighthouse Investment Partners#588 · 1,900 sh | 1,900 | $229.8K | <0.01% | New |
| 589 | Bragg Financial Advisors#589 · 1,885 sh | 1,885 | $228.0K | <0.01% | 0.0% |
| 590 | S-Bank Fund Management Ltd#590 · 1,873 sh | 1,873 | $226.5K | 0.03% | New |
| 591 | Belfer Management#591 · 1,855 sh | 1,855 | $224.4K | 3.72% | -21.9% |
| 592 | Interchange Capital Partners#592 · 1,852 sh | 1,852 | $224.0K | 0.04% | New |
| 593 | Tull Financial Group#593 · 1,831 sh | 1,831 | $221.5K | 0.09% | 0.0% |
| 594 | Institute for Wealth Management#594 · 1,828 sh | 1,828 | $221.1K | 0.02% | 0.0% |
| 595 | Brown Miller Wealth Management#595 · 1,822 sh | 1,822 | $220.4K | 0.06% | New |
| 596 | Alan B. Lancz & Associates#596 · 1,800 sh | 1,800 | $217.7K | 0.19% | New |
| 597 | Aster Capital Management (DIFC) Ltd#597 · 1,771 sh | 1,771 | $214.2K | 0.05% | -85.1% |
| 598 | CIGNA INVESTMENTS#598 · 1,756 sh | 1,756 | $213.0K | — | -5.7% |
| 599 | Venturi Wealth Management#599 · 1,759 sh | 1,759 | $212.8K | <0.01% | New |
| 600 | PARSONS CAPITAL MANAGEMENT#600 · 1,754 sh | 1,754 | $212.1K | <0.01% | -4.6% |
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.