DOLLAR TREE, INC. (DLTR) — Institutional Holders, Q2 2026 (page 7)
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 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.
DLTR 13F holders ranked 601–700 of 870
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | TCFG Investment Advisors#601 · 1,752 sh | 1,752 | $211.9K | — | New |
| 602 | Allworth Financial#602 · 1,734 sh | 1,734 | $209.7K | <0.01% | -22.2% |
| 603 | Finward Bancorp#603 · 1,730 sh | 1,730 | $209.2K | — | New |
| 604 | Harel Insurance Investments & Financial Services Ltd.#604 · 1,741 sh | 1,741 | $209.0K | <0.01% | 0.0% |
| 605 | Premier Path Wealth Partners#605 · 1,723 sh | 1,723 | $208.4K | — | New |
| 606 | BECKER CAPITAL MANAGEMENT#606 · 1,715 sh | 1,715 | $207.4K | <0.01% | New |
| 607 | ACORN FINANCIAL ADVISORY SERVICES#607 · 1,710 sh | 1,710 | $206.8K | 0.03% | New |
| 608 | Larson Financial Group#608 · 1,707 sh | 1,707 | $206.5K | <0.01% | +198.4% |
| 609 | Perigon Wealth Management#609 · 1,705 sh | 1,705 | $206.3K | — | New |
| 610 | D'Orazio & Associates#610 · 1,697 sh | 1,697 | $205.3K | 0.02% | New |
| 611 | Ameritas Investment Partners#611 · 1,590 sh | 1,590 | $192.3K | <0.01% | -6.4% |
| 612 | CrossGen Wealth#612 · 1,509 sh | 1,509 | $182.5K | 0.14% | -3.3% |
| 613 | LRI Investments#613 · 1,505 sh | 1,505 | $182.0K | 0.01% | +17.6% |
| 614 | MV CAPITAL MANAGEMENT#614 · 1,451 sh | 1,451 | $175.5K | 0.02% | +39.9% |
| 615 | EXCHANGE TRADED CONCEPTS#615 · 1,444 sh | 1,444 | $174.7K | <0.01% | -32.7% |
| 616 | Provenance Wealth Advisors#616 · 1,430 sh | 1,430 | $173.0K | 0.02% | +0.4% |
| 617 | HARBOUR INVESTMENTS#617 · 1,425 sh | 1,425 | $172.4K | <0.01% | +1.1% |
| 618 | PRIVATE NA#618 · 1,407 sh | 1,407 | $170.2K | — | -3.9% |
| 619 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#619 · 1,397 sh | 1,397 | $169.0K | <0.01% | -2.5% |
| 620 | Geneos Wealth Management#620 · 1,368 sh | 1,368 | $165.5K | <0.01% | +1.2% |
| 621 | EverSource Wealth Advisors#621 · 1,309 sh | 1,309 | $158.3K | <0.01% | -67.1% |
| 622 | Parkside Financial Bank#622 · 1,246 sh | 1,246 | $150.7K | <0.01% | +101.6% |
| 623 | CARY STREET PARTNERS INVESTMENT ADVISORY#623 · 1,170 sh | 1,170 | $141.5K | 0.03% | +25.8% |
| 624 | EVERMAY WEALTH MANAGEMENT#624 · 1,105 sh | 1,105 | $133.7K | 0.01% | 0.0% |
| 625 | MassMutual Private Wealth & , FSB#625 · 1,103 sh | 1,103 | $133.4K | — | -16.7% |
| 626 | CENTRAL#626 · 1,082 sh | 1,082 | $130.9K | <0.01% | New |
| 627 | Paladin Advisory Group#627 · 1,071 sh | 1,071 | $129.5K | 0.09% | 0.0% |
| 628 | Global Retirement Partners#628 · 1,053 sh | 1,053 | $127.4K | <0.01% | — |
| 629 | Anchor Investment Management#629 · 1,050 sh | 1,050 | $127.0K | <0.01% | -41.7% |
| 630 | S.A. Mason#630 · 959 sh | 959 | $116.0K | — | 0.0% |
| 631 | Battery Global Advisors#631 · 957 sh | 957 | $115.7K | 0.06% | 0.0% |
| 632 | HANTZ FINANCIAL SERVICES#632 · 895 sh | 895 | $108.0K | <0.01% | -43.0% |
| 633 | Smithfield#633 · 847 sh | 847 | $102.0K | <0.01% | 0.0% |
| 634 | ASSETMARK#634 · 838 sh | 838 | $101.3K | — | -15.1% |
| 635 | Pflug Koory#635 · 743 sh | 743 | $89.9K | — | +2.5% |
| 636 | True Wealth Design#636 · 740 sh | 740 | $89.5K | — | +106.1% |
| 637 | Leonteq Securities AG#637 · 727 sh | 727 | $87.9K | <0.01% | +34.6% |
| 638 | Cromwell#638 · 712 sh | 712 | $86.1K | 0.04% | +1.9% |
| 639 | ATLAS CAPITAL ADVISORS#639 · 703 sh | 703 | $85.0K | <0.01% | -8.5% |
| 640 | GF FUND MANAGEMENT LTD.#640 · 700 sh | 700 | $84.7K | — | 0.0% |
| 641 | Essential Partners#641 · 676 sh | 676 | $81.8K | — | -75.7% |
| 642 | Oslo Pensjonsforsikring AS#642 · 650 sh | 650 | $78.6K | — | -47.9% |
| 643 | SUMMIT SECURITIES GROUP#643 · 642 sh | 642 | $77.7K | <0.01% | -37.7% |
| 644 | MCF Advisors#644 · 584 sh | 584 | $70.6K | <0.01% | 0.0% |
| 645 | Johnson Financial Group#645 · 579 sh | 579 | $70.0K | <0.01% | -6.2% |
| 646 | Pinnacle Wealth Planning Services#646 · 578 sh | 578 | $69.8K | <0.01% | +0.7% |
| 647 | Quent Capital#647 · 576 sh | 576 | $69.7K | <0.01% | +182.4% |
| 648 | Murphy & Mullick Capital Management#648 · 571 sh | 571 | $69.1K | 0.04% | 0.0% |
| 649 | Independence Bank of Kentucky#649 · 550 sh | 550 | $66.5K | — | 0.0% |
| 650 | CULLEN/FROST BANKERS#650 · 550 sh | 550 | $66.5K | <0.01% | +175.0% |
| 651 | Ronald Blue#651 · 541 sh | 541 | $65.4K | — | -8.1% |
| 652 | DT Investment Partners#652 · 540 sh | 540 | $65.3K | <0.01% | 0.0% |
| 653 | HHM Wealth Advisors#653 · 532 sh | 532 | $64.3K | <0.01% | 0.0% |
| 654 | FINANCIAL CONSULATE#654 · 527 sh | 527 | $63.7K | — | +2.1% |
| 655 | Smartleaf Asset Management#655 · 508 sh | 508 | $62.3K | <0.01% | 0.0% |
| 656 | ONEFUND#656 · 494 sh | 494 | $59.7K | 0.03% | -5.2% |
| 657 | Sankala Group#657 · 430 sh | 430 | $56.4K | 0.04% | -3.2% |
| 658 | 1248 Management#658 · 449 sh | 449 | $54.3K | 0.02% | 0.0% |
| 659 | Beacon Financial Strategies#659 · 440 sh | 440 | $53.2K | — | 0.0% |
| 660 | MTM Investment Management#660 · 421 sh | 421 | $50.9K | 0.01% | 0.0% |
| 661 | CVA Family Office#661 · 408 sh | 408 | $49.3K | <0.01% | -1.2% |
| 662 | BAYBAN#662 · 400 sh | 400 | $48.4K | 0.04% | 0.0% |
| 663 | Salomon & Ludwin#663 · 399 sh | 399 | $48.3K | <0.01% | -0.5% |
| 664 | Union Bancaire Privee, UBP SA#664 · 432 sh | 432 | $48.2K | <0.01% | New |
| 665 | MATHER GROUP#665 · 386 sh | 386 | $46.7K | — | -43.0% |
| 666 | ZRC WEALTH MANAGEMENT#666 · 383 sh | 383 | $46.3K | — | +1915.8% |
| 667 | Gunpowder Capital Management, dba Oliver Wealth Management#667 · 365 sh | 365 | $44.1K | 0.03% | 0.0% |
| 668 | Tacita Capital#668 · 360 sh | 360 | $43.5K | 0.02% | 0.0% |
| 669 | Asset Dedication#669 · 342 sh | 342 | $41.4K | <0.01% | 0.0% |
| 670 | CREATIVE FINANCIAL DESIGNS#670 · 341 sh | 341 | $41.2K | <0.01% | +13.7% |
| 671 | Wilkerson Advisory Group#671 · 331 sh | 331 | $40.0K | — | +25.9% |
| 672 | Westfuller Advisors#672 · 327 sh | 327 | $39.6K | 0.01% | +181.9% |
| 673 | Rosenberg Matthew Hamilton#673 · 324 sh | 324 | $39.2K | — | -37.2% |
| 674 | Fortitude Family Office#674 · 324 sh | 324 | $39.2K | — | +84.1% |
| 675 | THURSTON, SPRINGER, MILLER, HERD & TITAK#675 · 315 sh | 315 | $38.1K | — | 0.0% |
| 676 | Clean Yield Group#676 · 300 sh | 300 | $36.3K | <0.01% | 0.0% |
| 677 | Colonial Advisors#677 · 300 sh | 300 | $36.3K | <0.01% | 0.0% |
| 678 | KERR FINANCIAL PLANNING#678 · 300 sh | 300 | $36.3K | 0.04% | -14.3% |
| 679 | OF VERMONT#679 · 295 sh | 295 | $35.7K | — | — |
| 680 | TD PRIVATE CLIENT WEALTH#680 · 283 sh | 283 | $34.3K | <0.01% | -11.6% |
| 681 | Owl Creek Wealth Partners#681 · 270 sh | 270 | $32.7K | — | +3.8% |
| 682 | Crews Bank#682 · 250 sh | 250 | $30.2K | <0.01% | 0.0% |
| 683 | GW&K Investment Management#683 · 248 sh | 248 | $30.0K | <0.01% | -11.7% |
| 684 | Glen Eagle Advisors#684 · 240 sh | 240 | $29.0K | <0.01% | -27.3% |
| 685 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#685 · 236 sh | 236 | $28.5K | <0.01% | -35.5% |
| 686 | NBC SECURITIES#686 · 229 sh | 229 | $27.7K | — | 0.0% |
| 687 | Key FInancial#687 · 219 sh | 219 | $26.5K | <0.01% | 0.0% |
| 688 | SHP Wealth Management#688 · 219 sh | 219 | $26.5K | <0.01% | +16.5% |
| 689 | Golden State Wealth Management#689 · 216 sh | 216 | $26.1K | <0.01% | +96.4% |
| 690 | Westside Investment Management#690 · 214 sh | 214 | $25.9K | <0.01% | 0.0% |
| 691 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#691 · 210 sh | 210 | $25.4K | <0.01% | 0.0% |
| 692 | Private Wealth Management Group#692 · 206 sh | 206 | $24.9K | — | -0.5% |
| 693 | Crewe Advisors#693 · 204 sh | 204 | $24.7K | <0.01% | +106.1% |
| 694 | Pillar Financial Advisors#694 · 203 sh | 203 | $24.6K | — | 0.0% |
| 695 | First Command Advisory Services#695 · 200 sh | 200 | $24.2K | <0.01% | +1076.5% |
| 696 | Aventura Private Wealth#696 · 200 sh | 200 | $24.2K | <0.01% | New |
| 697 | Union Bankshares#697 · 200 sh | 200 | $24.2K | <0.01% | 0.0% |
| 698 | Vanguard National#698 · 199 sh | 199 | $24.1K | <0.01% | +255.4% |
| 699 | Providence Capital Advisors#699 · 198 sh | 198 | $23.9K | <0.01% | New |
| 700 | Keating Financial Advisory Services#700 · 196 sh | 196 | $23.7K | <0.01% | +43.1% |
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.