FACTSET RESEARCH SYSTEMS INC (FDS) — Institutional Holders, Q2 2026 (page 4)
771 institutional investment managers reported a FDS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FDS 13F holders ranked 301–400 of 771
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Krilogy Financial#301 · 4,338 sh | 4,338 | $998.1K | — | +142.1% |
| 302 | MISSION WEALTH MANAGEMENT#302 · 4,211 sh | 4,211 | $968.8K | — | +59.9% |
| 303 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#303 · 4,205 sh | 4,205 | $967.5K | — | -56.9% |
| 304 | Hunter Perkins Capital Management#304 · 4,182 sh | 4,182 | $962.0K | 0.22% | -63.5% |
| 305 | PensionDanmark Pensionsforsikringsaktieselskab#305 · 4,146 sh | 4,146 | $953.9K | — | +196.1% |
| 306 | OneDigital Investment Advisors#306 · 4,138 sh | 4,138 | $952.1K | <0.01% | -23.8% |
| 307 | XPONANCE#307 · 4,112 sh | 4,112 | $946.1K | <0.01% | -7.5% |
| 308 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#308 · 4,080 sh | 4,080 | $938.7K | <0.01% | -17.1% |
| 309 | Cascades Capital Asset Management#309 · 4,043 sh | 4,043 | $930.2K | 0.34% | 0.0% |
| 310 | LONGFELLOW INVESTMENT MANAGEMENT#310 · 4,000 sh | 4,000 | $920.3K | 0.19% | 0.0% |
| 311 | Global X Japan , Ltd.#311 · 3,951 sh | 3,951 | $909.0K | — | +7.8% |
| 312 | MML INVESTORS SERVICES#312 · 3,931 sh | 3,931 | $904.4K | <0.01% | -2.5% |
| 313 | Ethic#313 · 3,913 sh | 3,913 | $900.2K | 0.01% | +94.8% |
| 314 | DEAN INVESTMENT ASSOCIATES#314 · 3,898 sh | 3,898 | $896.9K | 0.12% | +4.5% |
| 315 | Caitlin John#315 · 3,865 sh | 3,865 | $889.3K | 0.49% | +150.2% |
| 316 | Sequoia Financial Advisors#316 · 3,834 sh | 3,834 | $882.2K | <0.01% | +29.6% |
| 317 | Chicago Capital#317 · 3,791 sh | 3,791 | $872.2K | — | 0.0% |
| 318 | COLDSTREAM CAPITAL MANAGEMENT#318 · 3,789 sh | 3,789 | $871.8K | 0.01% | +12.3% |
| 319 | Pallas Capital Advisors#319 · 3,779 sh | 3,779 | $869.5K | 0.03% | New |
| 320 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#320 · 3,751 sh | 3,751 | $863.0K | — | -4.9% |
| 321 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#321 · 3,750 sh | 3,750 | $863.0K | <0.01% | 0.0% |
| 322 | GLENMEDE NA#322 · 3,684 sh | 3,684 | $847.6K | <0.01% | +24.5% |
| 323 | Advisory Alpha#323 · 3,669 sh | 3,669 | $844.3K | 0.02% | +56.0% |
| 324 | Penserra Capital Management#324 · 3,561 sh | 3,561 | $818.0K | <0.01% | -11.1% |
| 325 | COMMERCE BANK#325 · 3,546 sh | 3,546 | $815.9K | <0.01% | +3.6% |
| 326 | Indivisible Partners#326 · 3,535 sh | 3,535 | $813.3K | — | +14.3% |
| 327 | UNITED CAPITAL FINANCIAL ADVISORS#327 · 3,465 sh | 3,465 | $797.2K | <0.01% | +14.1% |
| 328 | Sterling Capital Management#328 · 3,421 sh | 3,421 | $787.1K | — | -7.5% |
| 329 | Bridgefront Capital#329 · 3,398 sh | 3,398 | $781.8K | 0.21% | +218.2% |
| 330 | Sanibel Captiva Company#330 · 3,348 sh | 3,348 | $770.3K | 0.02% | -21.8% |
| 331 | Man Group plc#331 · 3,340 sh | 3,340 | $768.5K | <0.01% | -96.2% |
| 332 | NORDEN GROUP#332 · 3,340 sh | 3,340 | $768.5K | — | +147.8% |
| 333 | BENJAMIN EDWARDS#333 · 3,324 sh | 3,324 | $764.8K | <0.01% | +142.8% |
| 334 | EVOLVE PRIVATE WEALTH#334 · 3,315 sh | 3,315 | $762.8K | 0.05% | New |
| 335 | Y-Intercept (Hong Kong) Ltd#335 · 3,280 sh | 3,280 | $754.7K | — | -83.8% |
| 336 | Ilex Capital Partners (UK) LLP#336 · 3,237 sh | 3,237 | $744.8K | 0.02% | New |
| 337 | Linden Thomas Advisory Services#337 · 3,224 sh | 3,224 | $741.8K | — | -52.8% |
| 338 | Pacer Advisors#338 · 3,181 sh | 3,181 | $732.0K | <0.01% | New |
| 339 | Ridgewood Investments#339 · 3,168 sh | 3,168 | $728.9K | — | -1.6% |
| 340 | Daiwa Securities Group#340 · 3,150 sh | 3,150 | $724.8K | <0.01% | +4.2% |
| 341 | Lido Advisors#341 · 3,130 sh | 3,130 | $720.4K | <0.01% | +160.6% |
| 342 | Nicholas Hoffman & Company#342 · 3,088 sh | 3,088 | $710.5K | 0.01% | -1.9% |
| 343 | denkapparat Operations GmbH#343 · 3,088 sh | 3,088 | $710.5K | 0.23% | 0.0% |
| 344 | Neo Ivy Capital Management#344 · 3,076 sh | 3,076 | $707.7K | 0.16% | New |
| 345 | Guardian Wealth Advisors#345 · 3,048 sh | 3,048 | $701.3K | 0.35% | +7.2% |
| 346 | PDT Partners#346 · 3,000 sh | 3,000 | $690.2K | 0.04% | New |
| 347 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#347 · 2,960 sh | 2,960 | $681.1K | <0.01% | -0.7% |
| 348 | MITCHELL & PAHL PRIVATE WEALTH#348 · 2,958 sh | 2,958 | $680.6K | — | +5.9% |
| 349 | Portside Wealth Group#349 · 2,946 sh | 2,946 | $677.9K | — | +18.2% |
| 350 | SPINNAKER#350 · 2,903 sh | 2,903 | $667.9K | 0.03% | 0.0% |
| 351 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#351 · 2,892 sh | 2,892 | $665.0K | <0.01% | 0.0% |
| 352 | Advyzon Investment Management#352 · 2,886 sh | 2,886 | $664.1K | 0.05% | +0.6% |
| 353 | WADDELL & ASSOCIATES#353 · 2,869 sh | 2,869 | $660.1K | 0.03% | New |
| 354 | CREDIT AGRICOLE S A#354 · 2,865 sh | 2,865 | $659.2K | <0.01% | +31.4% |
| 355 | Radnor Capital Management#355 · 2,845 sh | 2,845 | $654.6K | — | +0.9% |
| 356 | Annis Gardner Whiting Capital Advisors#356 · 2,785 sh | 2,785 | $640.8K | 0.10% | -1.1% |
| 357 | SAGE PRIVATE WEALTH GROUP#357 · 2,752 sh | 2,752 | $633.1K | — | -4.2% |
| 358 | Arkadios Wealth Advisors#358 · 2,750 sh | 2,750 | $632.7K | <0.01% | -9.7% |
| 359 | Mitsubishi UFJ & Banking#359 · 2,653 sh | 2,653 | $610.4K | <0.01% | New |
| 360 | CI INVESTMENTS#360 · 2,596 sh | 2,596 | $597.3K | <0.01% | +49.0% |
| 361 | Crossmark Global#361 · 2,588 sh | 2,588 | $595.4K | — | New |
| 362 | OPPENHEIMER ASSET MANAGEMENT#362 · 2,580 sh | 2,580 | $593.6K | — | +36.5% |
| 363 | Allworth Financial#363 · 2,566 sh | 2,566 | $590.5K | <0.01% | +224.4% |
| 364 | Wakefield Asset Management LLLP#364 · 2,566 sh | 2,566 | $590.4K | 0.13% | New |
| 365 | MATHER GROUP#365 · 2,562 sh | 2,562 | $589.5K | — | +7.3% |
| 366 | Apollon Wealth Management#366 · 2,543 sh | 2,543 | $585.2K | — | +75.1% |
| 367 | Cambridge Investment Research Advisors#367 · 2,539 sh | 2,539 | $584.0K | <0.01% | +5.4% |
| 368 | LOGAN CAPITAL MANAGEMENT#368 · 2,535 sh | 2,535 | $583.3K | 0.02% | New |
| 369 | Henshaw Capital#369 · 2,531 sh | 2,531 | $582.3K | 0.02% | +0.5% |
| 370 | UniSuper Management Pty Ltd#370 · 2,518 sh | 2,518 | $579.3K | — | -64.8% |
| 371 | OPPENHEIMER#371 · 2,515 sh | 2,515 | $578.7K | — | -42.6% |
| 372 | Private Advisor Group#372 · 2,488 sh | 2,488 | $572.4K | <0.01% | +15.6% |
| 373 | Illinois Municipal Retirement Fund#373 · 2,474 sh | 2,474 | $569.2K | <0.01% | -6.6% |
| 374 | Gibbs Wealth Management#374 · 2,441 sh | 2,441 | $561.7K | — | -3.0% |
| 375 | CITIZENS FINANCIAL GROUP#375 · 2,439 sh | 2,439 | $561.1K | — | New |
| 376 | Kesler, Norman & Wride#376 · 2,423 sh | 2,423 | $557.6K | 0.09% | -1.7% |
| 377 | THRIVENT FINANCIAL FOR LUTHERANS#377 · 2,410 sh | 2,410 | $554.0K | <0.01% | -76.5% |
| 378 | Empirical Asset Management#378 · 2,399 sh | 2,399 | $552.0K | 0.12% | +6.4% |
| 379 | CONNABLE OFFICE#379 · 2,390 sh | 2,390 | $549.9K | 0.05% | 0.0% |
| 380 | Independent Advisor Alliance#380 · 2,331 sh | 2,331 | $536.3K | 0.01% | -1.6% |
| 381 | NorthCrest Asset Manangement#381 · 2,213 sh | 2,213 | $535.3K | — | New |
| 382 | Fideuram Asset Management (Ireland) dac#382 · 2,365 sh | 2,365 | $534.8K | 0.01% | New |
| 383 | AlphaCore Capital#383 · 2,310 sh | 2,310 | $531.5K | <0.01% | New |
| 384 | Savant Capital#384 · 2,275 sh | 2,275 | $525.5K | <0.01% | +23.5% |
| 385 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#385 · 2,278 sh | 2,278 | $524.1K | <0.01% | -2.2% |
| 386 | Caerus Investment Advisors#386 · 2,251 sh | 2,251 | $517.9K | 0.17% | +133.0% |
| 387 | Lansforsakringar Fondforvaltning AB (publ)#387 · 2,239 sh | 2,239 | $515.1K | <0.01% | 0.0% |
| 388 | D.B. Root & Company#388 · 2,235 sh | 2,235 | $514.2K | 0.11% | -11.2% |
| 389 | AMICA MUTUAL INSURANCE#389 · 2,216 sh | 2,216 | $510.0K | 0.04% | +86.8% |
| 390 | Concurrent Investment Advisors#390 · 2,198 sh | 2,198 | $505.7K | — | +1.7% |
| 391 | EADS & HEALD WEALTH MANAGEMENT#391 · 2,194 sh | 2,194 | $504.8K | 0.25% | -7.7% |
| 392 | Coppell Advisory Solutions#392 · 6 sh | 6 | $504.8K | 0.04% | New |
| 393 | Vise Technologies#393 · 2,186 sh | 2,186 | $503.1K | <0.01% | +85.6% |
| 394 | Stiles Financial Services#394 · 2,173 sh | 2,173 | $500.0K | 0.13% | -23.2% |
| 395 | DAYMARK WEALTH PARTNERS#395 · 2,146 sh | 2,146 | $493.7K | 0.01% | +44.2% |
| 396 | PRAXIS INVESTMENT MANAGEMENT#396 · 2,139 sh | 2,139 | $492.0K | 0.03% | 0.0% |
| 397 | Ahara Advisors#397 · 2,123 sh | 2,123 | $488.5K | 0.32% | +19.7% |
| 398 | Prospera Financial Services#398 · 2,110 sh | 2,110 | $486.6K | <0.01% | +1.1% |
| 399 | MARATHON CAPITAL MANAGEMENT#399 · 2,096 sh | 2,096 | $482.3K | — | +63.2% |
| 400 | Venturi Wealth Management#400 · 2,077 sh | 2,077 | $477.9K | 0.02% | +14.1% |
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.