DOLLAR TREE, INC. (DLTR) — Institutional Holders, Q2 2026 (page 8)
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 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.
DLTR 13F holders ranked 701–800 of 870
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | SBI Securities , Ltd.#701 · 195 sh | 195 | $23.6K | — | -2.0% |
| 702 | Manchester Capital Management#702 · 192 sh | 192 | $23.2K | — | -45.0% |
| 703 | WESTPAC BANKING#703 · 185 sh | 185 | $22.4K | <0.01% | New |
| 704 | TIAA Wealth Investment Management#704 · 173 sh | 173 | $21.0K | <0.01% | +15.3% |
| 705 | WHITTIER#705 · 162 sh | 162 | $19.7K | <0.01% | 0.0% |
| 706 | FIRST HORIZON NATIONAL#706 · 151 sh | 151 | $18.3K | — | 0.0% |
| 707 | Heritage Wealth Advisors#707 · 150 sh | 150 | $18.1K | <0.01% | 0.0% |
| 708 | REAP Financial Group#708 · 150 sh | 150 | $18.1K | <0.01% | New |
| 709 | Medallion Wealth Advisors#709 · 149 sh | 149 | $18.0K | <0.01% | 0.0% |
| 710 | Prestige Wealth Management Group#710 · 143 sh | 143 | $17.3K | <0.01% | +32.4% |
| 711 | Transamerica Financial Advisors#711 · 139 sh | 139 | $16.9K | <0.01% | +35.0% |
| 712 | Indiana & Investment Management#712 · 135 sh | 135 | $16.3K | — | 0.0% |
| 713 | CoreCap Advisors#713 · 135 sh | 135 | $16.3K | — | -79.1% |
| 714 | Spire Wealth Management#714 · 134 sh | 134 | $16.2K | <0.01% | 0.0% |
| 715 | Basecamp Wealth Advisors#715 · 134 sh | 134 | $16.2K | <0.01% | -48.3% |
| 716 | FARMERS & MERCHANTS INVESTMENTS#716 · 132 sh | 132 | $16.0K | — | 0.0% |
| 717 | Bogart Wealth#717 · 130 sh | 130 | $15.7K | <0.01% | +34.0% |
| 718 | Vision Retirement#718 · 129 sh | 129 | $15.6K | <0.01% | 0.0% |
| 719 | HIGHLINE WEALTH PARTNERS#719 · 128 sh | 128 | $15.5K | — | +1180.0% |
| 720 | JFS WEALTH ADVISORS#720 · 125 sh | 125 | $15.1K | <0.01% | +1.6% |
| 721 | Generali Asset Management SPA SGR#721 · 125 sh | 125 | $15.1K | — | +1.6% |
| 722 | HAZLETT, BURT & WATSON#722 · 120 sh | 120 | $15.0K | <0.01% | 0.0% |
| 723 | EASTERN BANK#723 · 122 sh | 122 | $14.8K | — | 0.0% |
| 724 | TOBAM#724 · 113 sh | 113 | $14.0K | <0.01% | -96.3% |
| 725 | Abound Wealth Management#725 · 114 sh | 114 | $13.8K | — | -12.3% |
| 726 | COMPASS FINANCIAL MANAGEMENT#726 · 114 sh | 114 | $13.8K | <0.01% | — |
| 727 | BROWN, LISLE/CUMMINGS#727 · 114 sh | 114 | $13.8K | — | 0.0% |
| 728 | SJS Investment Consulting#728 · 112 sh | 112 | $13.5K | — | +124.0% |
| 729 | Bruce G. Allen Investments#729 · 110 sh | 110 | $13.3K | <0.01% | -0.9% |
| 730 | STANCE CAPITAL#730 · 110 sh | 110 | $13.3K | <0.01% | -95.0% |
| 731 | ACTION POINT FINANCIAL PLANNING#731 · 112 sh | 112 | $12.9K | <0.01% | New |
| 732 | NBH Bank#732 · 104 sh | 104 | $12.6K | <0.01% | — |
| 733 | OF TOLEDO NA#733 · 100 sh | 100 | $12.1K | — | -4.8% |
| 734 | BURKETT FINANCIAL SERVICES#734 · 100 sh | 100 | $12.1K | — | 0.0% |
| 735 | Aberdeen Wealth Management#735 · 100 sh | 100 | $12.1K | <0.01% | New |
| 736 | City State Bank#736 · 100 sh | 100 | $12.1K | — | 0.0% |
| 737 | Buck Wealth Strategies#737 · 100 sh | 100 | $12.1K | <0.01% | New |
| 738 | KELLEHER FINANCIAL ADVISORS#738 · 98 sh | 98 | $11.9K | <0.01% | New |
| 739 | North Star Investment Management#739 · 95 sh | 95 | $11.5K | <0.01% | -5.0% |
| 740 | E Fund Management (Hong Kong) , Ltd.#740 · 93 sh | 93 | $11.2K | <0.01% | +78.8% |
| 741 | Grove Bank#741 · 91 sh | 91 | $11.0K | — | 0.0% |
| 742 | Quarry#742 · 89 sh | 89 | $10.8K | <0.01% | -86.1% |
| 743 | Sachetta#743 · 87 sh | 87 | $10.5K | <0.01% | -16.3% |
| 744 | Physician Wealth Advisors#744 · 80 sh | 80 | $9.7K | — | +29.0% |
| 745 | Cornerstone Financial Management#745 · 79 sh | 79 | $9.6K | <0.01% | +97.5% |
| 746 | Covestor Ltd#746 · 75 sh | 75 | $9.0K | <0.01% | 0.0% |
| 747 | COUNTRY BANK#747 · 74 sh | 74 | $8.9K | <0.01% | New |
| 748 | THOMPSON INVESTMENT MANAGEMENT#748 · 74 sh | 74 | $8.9K | — | 0.0% |
| 749 | BARTLETT & WEALTH MANAGEMENT#749 · 73 sh | 73 | $8.8K | <0.01% | +4.3% |
| 750 | Cornerstone Planning Group#750 · 70 sh | 70 | $8.6K | — | +45.8% |
| 751 | VALLEY NATIONAL ADVISERS#751 · 70 sh | 70 | $8.5K | — | -1.4% |
| 752 | Avion Wealth#752 · 69 sh | 69 | $8.0K | <0.01% | +50.0% |
| 753 | Financial Network Wealth Advisors#753 · 66 sh | 66 | $8.0K | <0.01% | 0.0% |
| 754 | Fulcrum Asset Management LLP#754 · 64 sh | 64 | $7.8K | <0.01% | New |
| 755 | Kemnay Advisory Services#755 · 64 sh | 64 | $7.7K | <0.01% | -13.5% |
| 756 | RAFFA WEALTH MANAGEMENT#756 · 63 sh | 63 | $7.6K | <0.01% | +8.6% |
| 757 | 1620 INVESTMENT ADVISORS#757 · 61 sh | 61 | $7.4K | <0.01% | 0.0% |
| 758 | Kilter Group#758 · 60 sh | 60 | $7.3K | <0.01% | -6.2% |
| 759 | JPL Wealth Management#759 · 59 sh | 59 | $7.1K | <0.01% | +293.3% |
| 760 | Roble, Belko & Company#760 · 57 sh | 57 | $7.0K | <0.01% | 0.0% |
| 761 | ALERUS FINANCIAL NA#761 · 57 sh | 57 | $6.9K | <0.01% | 0.0% |
| 762 | Frazier Financial Advisors#762 · 54 sh | 54 | $6.5K | <0.01% | -30.8% |
| 763 | Cedar Mountain Advisors#763 · 54 sh | 54 | $6.5K | — | 0.0% |
| 764 | Steward Partners Investment Advisory#764 · 51 sh | 51 | $6.2K | 0.00% | -97.2% |
| 765 | Three Bearings Fiduciary Advisors#765 · 50 sh | 50 | $6.0K | <0.01% | 0.0% |
| 766 | Luminist Capital#766 · 49 sh | 49 | $5.9K | <0.01% | New |
| 767 | West Branch Capital#767 · 46 sh | 46 | $5.6K | — | 0.0% |
| 768 | ADKINS SEALE CAPITAL MANAGEMENT#768 · 44 sh | 44 | $5.3K | <0.01% | 0.0% |
| 769 | Addison Advisors#769 · 43 sh | 43 | $5.2K | <0.01% | 0.0% |
| 770 | Bell Investment Advisors#770 · 43 sh | 43 | $5.2K | <0.01% | +10.3% |
| 771 | Rialto Wealth Management#771 · 42 sh | 42 | $5.1K | <0.01% | +121.1% |
| 772 | BOK Financial Private Wealth#772 · 41 sh | 41 | $5.0K | <0.01% | +86.4% |
| 773 | Princeton Global Asset Management#773 · 41 sh | 41 | $5.0K | — | 0.0% |
| 774 | J.Safra Asset Management#774 · 40 sh | 40 | $4.8K | <0.01% | 0.0% |
| 775 | Concord Wealth Partners#775 · 40 sh | 40 | $4.8K | <0.01% | New |
| 776 | Gleason Group#776 · 40 sh | 40 | $4.8K | — | 0.0% |
| 777 | Ares Financial Consulting#777 · 40 sh | 40 | $4.8K | — | 0.0% |
| 778 | Valued Wealth Advisors#778 · 39 sh | 39 | $4.7K | <0.01% | +116.7% |
| 779 | Bay Harbor Wealth Management#779 · 38 sh | 38 | $4.6K | <0.01% | +31.0% |
| 780 | Synergy Investment Management#780 · 38 sh | 38 | $4.6K | <0.01% | -13.6% |
| 781 | Sunrise Financial Services#781 · 37 sh | 37 | $4.5K | — | 0.0% |
| 782 | Triumph Capital Management#782 · 36 sh | 36 | $4.4K | — | +20.0% |
| 783 | High Note Wealth#783 · 35 sh | 35 | $4.2K | <0.01% | -7.9% |
| 784 | Creative Capital Management Investments#784 · 35 sh | 35 | $4.2K | <0.01% | New |
| 785 | Winthrop Capital Management#785 · 35 sh | 35 | $4.0K | <0.01% | 0.0% |
| 786 | Financial Management Professionals#786 · 31 sh | 31 | $3.7K | — | +6.9% |
| 787 | Archer Investment#787 · 30 sh | 30 | $3.6K | <0.01% | 0.0% |
| 788 | Bare Financial Services#788 · 29 sh | 29 | $3.5K | <0.01% | 0.0% |
| 789 | Boreal Capital Management#789 · 29 sh | 29 | $3.5K | <0.01% | 0.0% |
| 790 | HOEY INVESTMENTS#790 · 28 sh | 28 | $3.4K | <0.01% | 0.0% |
| 791 | AMERICAN NATIONAL BANK#791 · 28 sh | 28 | $3.4K | — | +300.0% |
| 792 | Pinnacle Bancorp#792 · 27 sh | 27 | $3.3K | — | -3.6% |
| 793 | DiNuzzo Private Wealth#793 · 27 sh | 27 | $3.3K | — | -15.6% |
| 794 | MEEDER ASSET MANAGEMENT#794 · 27 sh | 27 | $3.3K | <0.01% | -80.3% |
| 795 | Hamrick Investment Counsel#795 · 25 sh | 25 | $3.0K | <0.01% | -56.9% |
| 796 | PlanVest Financial#796 · 25 sh | 25 | $3.0K | <0.01% | 0.0% |
| 797 | Capital Advisors, Ltd.#797 · 26 sh | 26 | $3.0K | <0.01% | 0.0% |
| 798 | OGOREK ANTHONY JOSEPH /NY#798 · 30 sh | 30 | $3.0K | <0.01% | -33.3% |
| 799 | ST GERMAIN D J#799 · 24 sh | 24 | $2.9K | <0.01% | 0.0% |
| 800 | IMG Wealth Management#800 · 23 sh | 23 | $2.8K | <0.01% | +109.1% |
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.