FACTSET RESEARCH SYSTEMS INC (FDS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 771
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Seelaus Asset Management#401 · 2,071 sh | 2,071 | $476.5K | — | -3.4% |
| 402 | TEACHER RETIREMENT SYSTEM OF TEXAS#402 · 2,065 sh | 2,065 | $475.1K | <0.01% | New |
| 403 | Wedmont Private Capital#403 · 1,872 sh | 1,872 | $462.6K | — | +37.1% |
| 404 | HARTFORD INVESTMENT MANAGEMENT#404 · 2,007 sh | 2,007 | $461.8K | 0.01% | -4.1% |
| 405 | Vinva Investment Management Ltd#405 · 1,339 sh | 1,339 | $454.6K | <0.01% | New |
| 406 | TRANSCEND WEALTH COLLECTIVE#406 · 1,969 sh | 1,969 | $453.0K | 0.03% | New |
| 407 | Milestone Asset Management Group#407 · 1,968 sh | 1,968 | $452.8K | — | -0.1% |
| 408 | ARGENT CAPITAL MANAGEMENT#408 · 1,955 sh | 1,955 | $449.8K | — | 0.0% |
| 409 | Campbell & Investment Adviser#409 · 1,938 sh | 1,938 | $445.9K | 0.02% | -63.1% |
| 410 | Louisiana State Employees Retirement System#410 · 1,900 sh | 1,900 | $437.2K | — | 0.0% |
| 411 | Utah Retirement Systems#411 · 1,889 sh | 1,889 | $434.6K | <0.01% | -5.9% |
| 412 | Maryland State Retirement & Pension System#412 · 1,873 sh | 1,873 | $430.9K | <0.01% | 0.0% |
| 413 | CAXTON ASSOCIATES LLP#413 · 1,869 sh | 1,869 | $430.0K | <0.01% | -91.7% |
| 414 | Kintegral Advisory#414 · 1,864 sh | 1,864 | $428.9K | — | 0.0% |
| 415 | Ashton Thomas Private Wealth#415 · 1,849 sh | 1,849 | $425.5K | <0.01% | -60.8% |
| 416 | Asset Management One , Ltd.#416 · 1,840 sh | 1,840 | $423.3K | — | +0.6% |
| 417 | KBC Group NV#417 · 1,814 sh | 1,814 | $417.0K | — | 0.0% |
| 418 | Perigon Wealth Management#418 · 1,807 sh | 1,807 | $415.8K | — | +28.0% |
| 419 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#419 · 1,804 sh | 1,804 | $415.1K | 0.10% | +5.3% |
| 420 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#420 · 1,800 sh | 1,800 | $414.0K | 0.01% | +5.9% |
| 421 | Mutual Advisors#421 · 1,799 sh | 1,799 | $413.9K | <0.01% | -7.3% |
| 422 | Valmark Advisers#422 · 1,783 sh | 1,783 | $410.2K | <0.01% | -5.0% |
| 423 | BANK OF NOVA SCOTIA#423 · 1,776 sh | 1,776 | $408.6K | <0.01% | -36.3% |
| 424 | EverSource Wealth Advisors#424 · 1,767 sh | 1,767 | $406.6K | 0.01% | +170.2% |
| 425 | Squarepoint Ops#425 · 1,733 sh | 1,733 | $398.7K | <0.01% | -96.0% |
| 426 | Leonteq Securities AG#426 · 1,715 sh | 1,715 | $394.6K | 0.01% | -0.7% |
| 427 | D.A. DAVIDSON#427 · 1,706 sh | 1,706 | $392.6K | <0.01% | +1.9% |
| 428 | New Age Alpha Advisors#428 · 1,702 sh | 1,702 | $391.6K | 0.02% | -72.3% |
| 429 | Legacy Financial Advisors#429 · 1,699 sh | 1,699 | $391.0K | 0.05% | +83.7% |
| 430 | SlateStone Wealth#430 · 1,700 sh | 1,700 | $391.0K | 0.03% | +4.6% |
| 431 | Miracle Mile Advisors#431 · 1,697 sh | 1,697 | $390.4K | <0.01% | +19.6% |
| 432 | GAMMA Investing#432 · 1,688 sh | 1,688 | $388.4K | — | +6.1% |
| 433 | LB Partners#433 · 1,685 sh | 1,685 | $387.7K | 0.26% | New |
| 434 | VestGen Advisors#434 · 1,680 sh | 1,680 | $386.4K | — | +39.9% |
| 435 | DnB Asset Management AS#435 · 1,678 sh | 1,678 | $386.1K | <0.01% | -25.6% |
| 436 | AlphaGrep UK Ltd#436 · 1,644 sh | 1,644 | $378.3K | 0.11% | New |
| 437 | Alpha Family#437 · 1,635 sh | 1,635 | $376.2K | 0.15% | +50.0% |
| 438 | RITHOLTZ WEALTH MANAGEMENT#438 · 1,633 sh | 1,633 | $375.7K | <0.01% | New |
| 439 | Modern Wealth Management#439 · 1,631 sh | 1,631 | $375.3K | <0.01% | New |
| 440 | OpenArc Corporate Advisory#440 · 1,625 sh | 1,625 | $373.9K | — | New |
| 441 | TD Waterhouse Canada#441 · 1,517 sh | 1,517 | $372.0K | — | +872.4% |
| 442 | RMB Capital Management#442 · 1,608 sh | 1,608 | $370.0K | <0.01% | New |
| 443 | abrdn plc#443 · 1,599 sh | 1,599 | $367.9K | <0.01% | -54.9% |
| 444 | AIGEN INVESTMENT MANAGEMENT#444 · 1,599 sh | 1,599 | $367.9K | 0.10% | New |
| 445 | NAPLES GLOBAL ADVISORS#445 · 1,578 sh | 1,578 | $363.1K | 0.02% | -37.6% |
| 446 | JAG CAPITAL MANAGEMENT#446 · 1,574 sh | 1,574 | $362.1K | 0.03% | New |
| 447 | Clearstead Advisors#447 · 1,573 sh | 1,573 | $361.9K | <0.01% | +56.8% |
| 448 | BESSEMER GROUP#448 · 1,566 sh | 1,566 | $361.0K | <0.01% | +34.9% |
| 449 | HARRELL INVESTMENT PARTNERS#449 · 1,561 sh | 1,561 | $359.1K | — | +11.2% |
| 450 | JGP Wealth Management#450 · 1,550 sh | 1,550 | $356.5K | — | 0.0% |
| 451 | Norinchukin Bank, The#451 · 1,544 sh | 1,544 | $355.2K | <0.01% | -22.2% |
| 452 | Proficio Capital Partners#452 · 1,531 sh | 1,531 | $352.3K | 0.01% | New |
| 453 | Core Alternative Capital#453 · 1,510 sh | 1,510 | $347.4K | 0.10% | -73.4% |
| 454 | ANCHOR CAPITAL ADVISORS#454 · 1,500 sh | 1,500 | $345.1K | <0.01% | 0.0% |
| 455 | Horizon Investments#455 · 1,493 sh | 1,493 | $343.5K | <0.01% | +9.9% |
| 456 | DAVENPORT#456 · 1,491 sh | 1,491 | $343.0K | — | -2.5% |
| 457 | JACKSON THORNTON WEALTH MANAGEMENT#457 · 1,465 sh | 1,465 | $337.1K | 0.03% | New |
| 458 | Nykredit A/S#458 · 1,464 sh | 1,464 | $336.8K | <0.01% | — |
| 459 | CAPSTONE INVESTMENT ADVISORS#459 · 1,463 sh | 1,463 | $336.6K | <0.01% | New |
| 460 | Fielder Capital Group#460 · 1,461 sh | 1,461 | $336.1K | 0.07% | +35.7% |
| 461 | MUFG Securities EMEA plc#461 · 1,453 sh | 1,453 | $334.3K | <0.01% | -5.4% |
| 462 | Callan Family Office#462 · 1,450 sh | 1,450 | $333.6K | <0.01% | +10.5% |
| 463 | Sumitomo Mitsui DS Asset Management Company, Ltd#463 · 1,435 sh | 1,435 | $330.2K | — | -0.6% |
| 464 | Perpetual Ltd#464 · 1,430 sh | 1,430 | $329.0K | — | New |
| 465 | WESTPAC BANKING#465 · 1,430 sh | 1,430 | $329.0K | 0.02% | New |
| 466 | EP Wealth Advisors#466 · 1,404 sh | 1,404 | $323.1K | <0.01% | New |
| 467 | Cresset Asset Management#467 · 1,403 sh | 1,403 | $322.8K | <0.01% | -4.9% |
| 468 | KEYBANK NATIONAL ASSOCIATION#468 · 1,400 sh | 1,400 | $322.1K | <0.01% | New |
| 469 | Wealthfront Advisers#469 · 1,389 sh | 1,389 | $319.6K | <0.01% | -10.3% |
| 470 | Jain Global#470 · 1,389 sh | 1,389 | $319.6K | <0.01% | New |
| 471 | Wick Capital Partners#471 · 1,351 sh | 1,351 | $310.7K | 0.05% | New |
| 472 | PANAGORA ASSET MANAGEMENT#472 · 1,336 sh | 1,336 | $307.4K | <0.01% | 0.0% |
| 473 | West Family Investments#473 · 1,330 sh | 1,330 | $306.0K | 0.09% | New |
| 474 | SUMMITRY#474 · 1,327 sh | 1,327 | $305.3K | 0.01% | +26.1% |
| 475 | CERTUITY#475 · 1,326 sh | 1,326 | $305.0K | 0.01% | +29.7% |
| 476 | Farther Finance Advisors#476 · 1,323 sh | 1,323 | $304.9K | — | +102.9% |
| 477 | ADVISORTRUST PARTNERS#477 · 1,325 sh | 1,325 | $304.9K | 0.10% | +6.0% |
| 478 | Alhambra Investment Partners#478 · 1,324 sh | 1,324 | $304.6K | — | -0.6% |
| 479 | Crestwood Advisors Group#479 · 1,321 sh | 1,321 | $303.9K | — | New |
| 480 | Midway Capital Research & Management#480 · 1,321 sh | 1,321 | $303.9K | — | +7.7% |
| 481 | Ballentine Partners#481 · 1,309 sh | 1,309 | $301.2K | <0.01% | +14.0% |
| 482 | Randall & Associates Wealth Management#482 · 1,306 sh | 1,306 | $300.5K | — | +3.8% |
| 483 | South Dakota Investment Council#483 · 1,300 sh | 1,300 | $299.0K | <0.01% | -7.1% |
| 484 | NEW WAVE WEALTH ADVISORS#484 · 1,299 sh | 1,299 | $299.0K | — | +35.0% |
| 485 | ONE WEALTH CAPITAL MANAGEMENT#485 · 1,290 sh | 1,290 | $296.8K | — | New |
| 486 | Hudson Portfolio Management#486 · 1,275 sh | 1,275 | $293.4K | 0.22% | New |
| 487 | Kera Capital Partners#487 · 1,275 sh | 1,275 | $293.4K | 0.03% | New |
| 488 | BOOTHBAY FUND MANAGEMENT#488 · 1,254 sh | 1,254 | $288.5K | <0.01% | New |
| 489 | Michael J. Porro & Financial Advisors#489 · 1,241 sh | 1,241 | $285.5K | — | -0.3% |
| 490 | MACKENZIE FINANCIAL#490 · 1,238 sh | 1,238 | $284.8K | <0.01% | -62.9% |
| 491 | Karani Asset Management#491 · 1,237 sh | 1,237 | $284.6K | 0.21% | -30.0% |
| 492 | REGIONS FINANCIAL#492 · 1,236 sh | 1,236 | $284.4K | <0.01% | -31.3% |
| 493 | MCF Advisors#493 · 1,231 sh | 1,231 | $283.2K | 0.01% | -27.1% |
| 494 | V-Square Quantitative Management#494 · 1,212 sh | 1,212 | $278.9K | — | -14.4% |
| 495 | Weiss Asset Management#495 · 1,199 sh | 1,199 | $275.9K | <0.01% | New |
| 496 | Parcion Private Wealth#496 · 1,189 sh | 1,189 | $273.6K | 0.02% | New |
| 497 | DRIVE WEALTH MANAGEMENT#497 · 1,187 sh | 1,187 | $273.2K | 0.05% | New |
| 498 | QTR Family Wealth#498 · 1,187 sh | 1,187 | $273.1K | 0.10% | New |
| 499 | OFI INVEST ASSET MANAGEMENT#499 · 1,185 sh | 1,185 | $272.6K | <0.01% | 0.0% |
| 500 | RIVERSEDGE ADVISORS#500 · 1,180 sh | 1,180 | $271.4K | — | New |
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.