FACTSET RESEARCH SYSTEMS INC (FDS) — Institutional Holders, Q2 2026 (page 6)
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 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.
FDS 13F holders ranked 501–600 of 771
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | National Wealth Management Group#501 · 1,175 sh | 1,175 | $270.3K | — | -2.5% |
| 502 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#502 · 1,167 sh | 1,167 | $268.5K | <0.01% | -1.7% |
| 503 | ASHTON THOMAS SECURITIES#503 · 1,165 sh | 1,165 | $267.9K | — | +11.9% |
| 504 | Gen-Wealth Partners#504 · 1,154 sh | 1,154 | $265.5K | 0.07% | -6.9% |
| 505 | Winthrop Capital Management#505 · 1,151 sh | 1,151 | $265.0K | 0.06% | +0.7% |
| 506 | BAKER TILLY WEALTH MANAGEMENT#506 · 1,146 sh | 1,146 | $263.6K | — | New |
| 507 | Empowered Funds#507 · 1,143 sh | 1,143 | $263.0K | <0.01% | New |
| 508 | Laird Norton Wetherby Company#508 · 1,143 sh | 1,143 | $263.0K | <0.01% | +23.2% |
| 509 | CWA Asset Management Group#509 · 1,140 sh | 1,140 | $262.3K | — | +1.8% |
| 510 | Parallel Advisors#510 · 1,138 sh | 1,138 | $262.0K | <0.01% | +44.4% |
| 511 | Soltis Investment Advisors#511 · 1,130 sh | 1,130 | $260.0K | 0.01% | New |
| 512 | Snowden Capital Advisors#512 · 1,127 sh | 1,127 | $259.3K | <0.01% | +15.0% |
| 513 | Revisor Wealth Management#513 · 1,126 sh | 1,126 | $258.9K | — | -6.2% |
| 514 | CATALYST FINANCIAL PARTNERS#514 · 1,120 sh | 1,120 | $257.7K | 0.03% | New |
| 515 | North Dakota State Investment Board#515 · 1,114 sh | 1,114 | $256.3K | — | +1.8% |
| 516 | FIDUCIARY#516 · 1,114 sh | 1,114 | $256.2K | <0.01% | +7.4% |
| 517 | FULCRUM WEALTH ADVISORS#517 · 1,105 sh | 1,105 | $254.1K | — | New |
| 518 | MUFG SECURITIES AMERICAS#518 · 1,097 sh | 1,097 | $252.4K | 0.01% | +6.8% |
| 519 | Eurizon SLJ Capital Ltd#519 · 1,096 sh | 1,096 | $252.2K | 0.09% | -68.3% |
| 520 | Kestra Advisory Services#520 · 1,072 sh | 1,072 | $246.7K | <0.01% | -4.6% |
| 521 | EXCHANGE TRADED CONCEPTS#521 · 1,069 sh | 1,069 | $246.0K | <0.01% | +15.3% |
| 522 | Sentinus#522 · 1,057 sh | 1,057 | $243.2K | 0.02% | New |
| 523 | Claret Asset Management#523 · 1,047 sh | 1,047 | $241.0K | 0.03% | New |
| 524 | Applied Finance Capital Management#524 · 1,044 sh | 1,044 | $240.2K | 0.02% | -22.5% |
| 525 | HARBOR INVESTMENT ADVISORY#525 · 1,040 sh | 1,040 | $239.3K | — | +13.0% |
| 526 | SECURIAN ASSET MANAGEMENT#526 · 921 sh | 921 | $237.7K | <0.01% | -9.8% |
| 527 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#527 · 1,033 sh | 1,033 | $237.6K | — | +1.6% |
| 528 | Procyon Advisors#528 · 1,030 sh | 1,030 | $237.0K | — | -28.6% |
| 529 | BEESE FULMER INVESTMENT MANAGEMENT#529 · 1,024 sh | 1,024 | $235.6K | — | New |
| 530 | IFP Advisors#530 · 1,021 sh | 1,021 | $234.9K | — | +2.9% |
| 531 | Nilsine Partners#531 · 1,020 sh | 1,020 | $234.7K | 0.02% | -0.4% |
| 532 | FIL Ltd#532 · 1,018 sh | 1,018 | $234.2K | <0.01% | New |
| 533 | SIGNATUREFD#533 · 1,011 sh | 1,011 | $232.7K | — | -1.6% |
| 534 | Nelson, Van Denburg & Campbell Wealth Management Group#534 · 1,010 sh | 1,010 | $232.4K | — | +0.4% |
| 535 | WINCAP FINANCIAL#535 · 1,005 sh | 1,005 | $231.2K | — | New |
| 536 | Empirical Finance#536 · 1,004 sh | 1,004 | $231.0K | <0.01% | +4.7% |
| 537 | BROWN BROTHERS HARRIMAN#537 · 989 sh | 989 | $227.5K | <0.01% | +13.7% |
| 538 | Simplicity Wealth#538 · 986 sh | 986 | $226.9K | — | New |
| 539 | Mayflower Financial Advisors#539 · 986 sh | 986 | $226.9K | 0.02% | -19.8% |
| 540 | Silver Lake Advisory#540 · 981 sh | 981 | $225.8K | — | 0.0% |
| 541 | Dakota Wealth Management#541 · 980 sh | 980 | $225.5K | <0.01% | +0.2% |
| 542 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#542 · 978 sh | 978 | $225.0K | 0.01% | 0.0% |
| 543 | Vestmark Advisory Solutions#543 · 975 sh | 975 | $224.3K | <0.01% | New |
| 544 | MAINSAIL ASSET MANAGEMENT#544 · 867 sh | 867 | $223.8K | — | New |
| 545 | LightSquare Wealth Management#545 · 971 sh | 971 | $223.4K | 0.15% | New |
| 546 | Layline Advisors#546 · 960 sh | 960 | $221.0K | 0.20% | -23.6% |
| 547 | Compound Planning#547 · 957 sh | 957 | $220.2K | <0.01% | New |
| 548 | Sovran Advisors#548 · 772 sh | 772 | $219.1K | 0.02% | New |
| 549 | Mount Yale Investment Advisors#549 · 943 sh | 943 | $217.0K | <0.01% | New |
| 550 | Plan Group Financial#550 · 939 sh | 939 | $216.0K | — | New |
| 551 | STEPHENS#551 · 932 sh | 932 | $214.4K | <0.01% | New |
| 552 | Larson Financial Group#552 · 928 sh | 928 | $213.5K | <0.01% | -29.4% |
| 553 | STOCK YARDS BANK#553 · 922 sh | 922 | $212.1K | <0.01% | 0.0% |
| 554 | Meeder Advisory Services#554 · 910 sh | 910 | $209.4K | <0.01% | New |
| 555 | IFG Advisory#555 · 906 sh | 906 | $208.4K | <0.01% | New |
| 556 | WEST BANCORPORATION#556 · 902 sh | 902 | $207.5K | 0.09% | -3.2% |
| 557 | Tandem Investment Advisors#557 · 900 sh | 900 | $207.1K | 0.01% | -5.4% |
| 558 | Ascent Group#558 · 897 sh | 897 | $206.4K | <0.01% | New |
| 559 | Essential Partners#559 · 894 sh | 894 | $205.7K | — | +516.6% |
| 560 | Kathmere Capital Management#560 · 883 sh | 883 | $203.2K | — | New |
| 561 | GREENLEAF#561 · 882 sh | 882 | $202.9K | <0.01% | New |
| 562 | BEACON INVESTMENT ADVISORY SERVICES#562 · 864 sh | 864 | $198.8K | — | 0.0% |
| 563 | Ninety One SA (PTY) Ltd#563 · 821 sh | 821 | $188.9K | — | 0.0% |
| 564 | Canada Post Registered Pension Plan#564 · 820 sh | 820 | $188.7K | <0.01% | 0.0% |
| 565 | Grove Bank#565 · 790 sh | 790 | $181.8K | — | -5.4% |
| 566 | HUNTINGTON NATIONAL BANK#566 · 775 sh | 775 | $178.3K | <0.01% | +61.8% |
| 567 | Institute for Wealth Management#567 · 770 sh | 770 | $177.2K | 0.02% | -39.9% |
| 568 | STRS OHIO#568 · 763 sh | 763 | $175.6K | <0.01% | -14.8% |
| 569 | FEDERATED HERMES#569 · 736 sh | 736 | $169.3K | <0.01% | +371.8% |
| 570 | Basecamp Wealth Advisors#570 · 706 sh | 706 | $162.4K | 0.03% | +15.0% |
| 571 | HANTZ FINANCIAL SERVICES#571 · 702 sh | 702 | $162.0K | <0.01% | +71.2% |
| 572 | PENSION & WEALTH MANAGEMENT ADVISORS#572 · 703 sh | 703 | $161.9K | — | +0.4% |
| 573 | Bullock Wealth Management Group#573 · 646 sh | 646 | $158.7K | — | +0.2% |
| 574 | Global Retirement Partners#574 · 670 sh | 670 | $154.1K | <0.01% | — |
| 575 | TEMA ETFS#575 · 669 sh | 669 | $153.9K | — | +8.1% |
| 576 | Fulcrum Asset Management LLP#576 · 633 sh | 633 | $147.9K | 0.01% | New |
| 577 | Tower Research Capital (TRC)#577 · 627 sh | 627 | $144.3K | <0.01% | -85.9% |
| 578 | WHITTIER OF NEVADA#578 · 550 sh | 550 | $142.1K | <0.01% | -2.8% |
| 579 | TD PRIVATE CLIENT WEALTH#579 · 610 sh | 610 | $140.3K | <0.01% | +4257.1% |
| 580 | AdvisorNet Financial#580 · 573 sh | 573 | $131.8K | — | +0.9% |
| 581 | HM PAYSON#581 · 541 sh | 541 | $124.5K | <0.01% | -27.0% |
| 582 | Ronald Blue#582 · 539 sh | 539 | $124.0K | — | +213.4% |
| 583 | SouthState Bank#583 · 529 sh | 529 | $121.7K | <0.01% | +1102.3% |
| 584 | Siemens Fonds Invest GmbH#584 · 513 sh | 513 | $118.0K | <0.01% | 0.0% |
| 585 | GLOBEFLEX CAPITAL L P#585 · 499 sh | 499 | $114.8K | 0.01% | 0.0% |
| 586 | NBC SECURITIES#586 · 498 sh | 498 | $114.6K | — | +1.2% |
| 587 | STOREBRAND ASSET MANAGEMENT AS#587 · 471 sh | 471 | $108.4K | <0.01% | -18.4% |
| 588 | UMB Bank, n.a.#588 · 458 sh | 458 | $105.4K | <0.01% | +3.9% |
| 589 | DELTA ASSET MANAGEMENT#589 · 450 sh | 450 | $103.5K | <0.01% | 0.0% |
| 590 | WHITTIER#590 · 408 sh | 408 | $102.9K | <0.01% | -7.9% |
| 591 | True Wealth Design#591 · 442 sh | 442 | $101.7K | — | +820.8% |
| 592 | SJS Investment Consulting#592 · 435 sh | 435 | $100.1K | — | +62.3% |
| 593 | CoreCap Advisors#593 · 434 sh | 434 | $99.7K | — | -11.2% |
| 594 | Optiver Holding B.V.#594 · 428 sh | 428 | $98.5K | 0.00% | New |
| 595 | Employees Retirement System of Texas#595 · 424 sh | 424 | $98.0K | <0.01% | New |
| 596 | Estabrook Capital Management#596 · 425 sh | 425 | $97.8K | 0.01% | 0.0% |
| 597 | Private Wealth Asset Management#597 · 425 sh | 425 | $97.8K | <0.01% | +2025.0% |
| 598 | Parkside Financial Bank#598 · 362 sh | 362 | $83.3K | — | +162.3% |
| 599 | Walleye Capital#599 · 350 sh | 350 | $80.5K | <0.01% | -23.2% |
| 600 | Covestor Ltd#600 · 304 sh | 304 | $70.0K | 0.04% | +14.7% |
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.