FACTSET RESEARCH SYSTEMS INC (FDS) — Institutional Holders, Q2 2026 (page 7)
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 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.
FDS 13F holders ranked 601–700 of 771
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Bruce G. Allen Investments#601 · 299 sh | 299 | $68.8K | 0.04% | +20.1% |
| 602 | Manchester Capital Management#602 · 297 sh | 297 | $68.3K | — | -86.7% |
| 603 | Wilmington Savings Fund Society, FSB#603 · 292 sh | 292 | $67.2K | — | +4.3% |
| 604 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#604 · 291 sh | 291 | $67.0K | <0.01% | +2.5% |
| 605 | DANSKE BANK A/S#605 · 280 sh | 280 | $64.4K | <0.01% | 0.0% |
| 606 | Quarry#606 · 268 sh | 268 | $61.7K | <0.01% | +112.7% |
| 607 | Measured Wealth Private Client Group#607 · 265 sh | 265 | $61.0K | 0.01% | -4.0% |
| 608 | Versant Capital Management#608 · 262 sh | 262 | $60.3K | — | -49.6% |
| 609 | Compagnie Lombard Odier SCmA#609 · 260 sh | 260 | $59.8K | <0.01% | 0.0% |
| 610 | CX Institutional#610 · 239 sh | 239 | $55.0K | — | +75.7% |
| 611 | MassMutual Private Wealth & , FSB#611 · 239 sh | 239 | $55.0K | — | +13.3% |
| 612 | ASSETMARK#612 · 222 sh | 222 | $51.1K | — | -11.2% |
| 613 | Caitong International Asset Management , Ltd#613 · 200 sh | 200 | $46.0K | <0.01% | -53.8% |
| 614 | USA FINANCIAL FORMULAS#614 · 187 sh | 187 | $43.0K | <0.01% | — |
| 615 | Rossby Financial, LCC#615 · 187 sh | 187 | $43.0K | <0.01% | -43.7% |
| 616 | Owl Creek Wealth Partners#616 · 185 sh | 185 | $42.6K | — | +27.6% |
| 617 | SBI Securities , Ltd.#617 · 180 sh | 180 | $41.4K | — | -25.9% |
| 618 | PRIVATE NA#618 · 173 sh | 173 | $39.8K | — | -15.2% |
| 619 | FARMERS & MERCHANTS INVESTMENTS#619 · 172 sh | 172 | $39.6K | — | 0.0% |
| 620 | HORIZON FINANCIAL SERVICES#620 · 172 sh | 172 | $39.6K | 0.02% | +68.6% |
| 621 | THURSTON, SPRINGER, MILLER, HERD & TITAK#621 · 167 sh | 167 | $38.4K | — | +23.7% |
| 622 | Union Bancaire Privee, UBP SA#622 · 182 sh | 182 | $38.3K | <0.01% | New |
| 623 | MONTAG A & ASSOCIATES#623 · 163 sh | 163 | $37.5K | <0.01% | 0.0% |
| 624 | Wellington Grp#624 · 164 sh | 164 | $35.6K | 0.01% | 0.0% |
| 625 | Cheviot Value Management#625 · 151 sh | 151 | $34.7K | <0.01% | +196.1% |
| 626 | Hilltop National Bank#626 · 150 sh | 150 | $34.5K | — | 0.0% |
| 627 | ZRC WEALTH MANAGEMENT#627 · 143 sh | 143 | $32.9K | — | -13.9% |
| 628 | Stone House Investment Management#628 · 137 sh | 137 | $31.5K | — | New |
| 629 | Activest Wealth Management#629 · 121 sh | 121 | $27.8K | — | +181.4% |
| 630 | Kemnay Advisory Services#630 · 120 sh | 120 | $27.6K | <0.01% | +3.4% |
| 631 | Union Bankshares#631 · 114 sh | 114 | $26.2K | <0.01% | -1.7% |
| 632 | BOKF, NA#632 · 112 sh | 112 | $25.8K | — | New |
| 633 | OSSIAM#633 · 110 sh | 110 | $25.3K | <0.01% | New |
| 634 | Trust Co#634 · 108 sh | 108 | $24.8K | — | 0.0% |
| 635 | Bogart Wealth#635 · 107 sh | 107 | $24.6K | <0.01% | +10.3% |
| 636 | ONEFUND#636 · 98 sh | 98 | $22.5K | 0.01% | -3.9% |
| 637 | Caldwell#637 · 95 sh | 95 | $21.9K | <0.01% | -73.4% |
| 638 | FIRST COMMUNITY NA#638 · 93 sh | 93 | $21.4K | — | 0.0% |
| 639 | ACADIAN ASSET MANAGEMENT#639 · 93 sh | 93 | $21.0K | 0.00% | -99.1% |
| 640 | Washington Advisors#640 · 90 sh | 90 | $20.7K | — | 0.0% |
| 641 | Dogwood Wealth Management#641 · 78 sh | 78 | $17.9K | <0.01% | +143.8% |
| 642 | Quent Capital#642 · 75 sh | 75 | $17.3K | <0.01% | 0.0% |
| 643 | Hartford Financial Management#643 · 75 sh | 75 | $17.3K | — | 0.0% |
| 644 | Community Bank, N.A.#644 · 74 sh | 74 | $17.0K | <0.01% | 0.0% |
| 645 | Smithfield#645 · 74 sh | 74 | $17.0K | <0.01% | 0.0% |
| 646 | Salomon & Ludwin#646 · 69 sh | 69 | $16.9K | <0.01% | +11.3% |
| 647 | Pinnacle Wealth Planning Services#647 · 73 sh | 73 | $16.8K | — | +2.8% |
| 648 | MOTCO#648 · 67 sh | 67 | $15.4K | <0.01% | 0.0% |
| 649 | OGOREK ANTHONY JOSEPH /NY#649 · 66 sh | 66 | $15.0K | <0.01% | +1.5% |
| 650 | Rosenberg Matthew Hamilton#650 · 61 sh | 61 | $14.0K | — | -3.2% |
| 651 | Financial Network Wealth Advisors#651 · 59 sh | 59 | $13.6K | 0.01% | -1.7% |
| 652 | BAYBAN#652 · 58 sh | 58 | $13.3K | 0.01% | 0.0% |
| 653 | CENTRAL#653 · 53 sh | 53 | $12.2K | <0.01% | -32.1% |
| 654 | FIRST UNITED BANK#654 · 50 sh | 50 | $11.5K | — | 0.0% |
| 655 | Korea Investment#655 · 50 sh | 50 | $11.5K | 0.00% | 0.0% |
| 656 | Rakuten Securities#656 · 50 sh | 50 | $11.5K | <0.01% | -10.7% |
| 657 | Bare Financial Services#657 · 49 sh | 49 | $11.3K | <0.01% | +4.3% |
| 658 | HIGHLINE WEALTH PARTNERS#658 · 48 sh | 48 | $11.0K | — | +4.3% |
| 659 | Spire Wealth Management#659 · 47 sh | 47 | $10.8K | <0.01% | +2.2% |
| 660 | MV CAPITAL MANAGEMENT#660 · 47 sh | 47 | $10.8K | <0.01% | -17.5% |
| 661 | Transamerica Financial Advisors#661 · 45 sh | 45 | $10.6K | <0.01% | -52.6% |
| 662 | HARBOUR INVESTMENTS#662 · 46 sh | 46 | $10.5K | <0.01% | -40.3% |
| 663 | Continuum Advisory#663 · 43 sh | 43 | $9.9K | <0.01% | New |
| 664 | Wealth Enhancement Services#664 · 42 sh | 42 | $9.7K | — | New |
| 665 | Silver Grove Financial Group#665 · 40 sh | 40 | $9.2K | <0.01% | New |
| 666 | Oakworth Capital#666 · 40 sh | 40 | $9.2K | — | 0.0% |
| 667 | ORG Wealth Partners#667 · 40 sh | 40 | $9.2K | <0.01% | -88.7% |
| 668 | CVA Family Office#668 · 38 sh | 38 | $8.7K | <0.01% | -73.0% |
| 669 | Smartleaf Asset Management#669 · 35 sh | 35 | $8.2K | <0.01% | 0.0% |
| 670 | Altshuler Shaham Ltd#670 · 35 sh | 35 | $8.1K | <0.01% | +6.1% |
| 671 | Crews Bank#671 · 35 sh | 35 | $8.1K | <0.01% | 0.0% |
| 672 | Lodestone Wealth Management#672 · 33 sh | 33 | $7.6K | — | 0.0% |
| 673 | NBH Bank#673 · 33 sh | 33 | $7.6K | <0.01% | — |
| 674 | Aspect Partners#674 · 32 sh | 32 | $7.4K | — | +700.0% |
| 675 | Private Wealth Management Group#675 · 31 sh | 31 | $7.1K | — | 0.0% |
| 676 | C M BIDWELL & ASSOCIATES LTD#676 · 29 sh | 29 | $6.7K | <0.01% | 0.0% |
| 677 | Piscataqua Savings Bank#677 · 29 sh | 29 | $6.7K | — | 0.0% |
| 678 | MJT & Associates Financial Advisory Group#678 · 27 sh | 27 | $6.2K | — | New |
| 679 | S&T BANK#679 · 27 sh | 27 | $6.2K | <0.01% | 0.0% |
| 680 | Clean Yield Group#680 · 27 sh | 27 | $6.2K | <0.01% | 0.0% |
| 681 | Colonial Advisors#681 · 27 sh | 27 | $6.2K | <0.01% | New |
| 682 | MARSHALL INVESTMENT MANAGEMENT#682 · 26 sh | 26 | $6.0K | <0.01% | New |
| 683 | TD Capital Management#683 · 25 sh | 25 | $5.8K | <0.01% | 0.0% |
| 684 | ACTION POINT FINANCIAL PLANNING#684 · 23 sh | 23 | $5.3K | <0.01% | New |
| 685 | SHP Wealth Management#685 · 22 sh | 22 | $5.1K | <0.01% | +46.7% |
| 686 | BARTLETT & WEALTH MANAGEMENT#686 · 22 sh | 22 | $5.1K | <0.01% | +2100.0% |
| 687 | LRI Investments#687 · 21 sh | 21 | $4.9K | <0.01% | -38.2% |
| 688 | Ankerstar Wealth#688 · 21 sh | 21 | $4.8K | <0.01% | 0.0% |
| 689 | Johnson Financial Group#689 · 20 sh | 20 | $4.6K | <0.01% | -28.6% |
| 690 | Napier Financial#690 · 20 sh | 20 | $4.6K | <0.01% | 0.0% |
| 691 | Physician Wealth Advisors#691 · 19 sh | 19 | $4.4K | — | +280.0% |
| 692 | Sachetta#692 · 19 sh | 19 | $4.4K | <0.01% | -5.0% |
| 693 | Geneos Wealth Management#693 · 18 sh | 18 | $4.1K | <0.01% | 0.0% |
| 694 | Align Financial#694 · 18 sh | 18 | $4.1K | — | 0.0% |
| 695 | Strategic Wealth Partners, Ltd.#695 · 15 sh | 15 | $3.5K | <0.01% | -16.7% |
| 696 | JPL Wealth Management#696 · 15 sh | 15 | $3.5K | <0.01% | 0.0% |
| 697 | Anchor Investment Management#697 · 15 sh | 15 | $3.5K | <0.01% | 0.0% |
| 698 | Buck Wealth Strategies#698 · 14 sh | 14 | $3.2K | <0.01% | New |
| 699 | James T. Borello RIA#699 · 14 sh | 14 | $3.2K | — | -33.3% |
| 700 | Centennial Bank#700 · 13 sh | 13 | $3.0K | <0.01% | 0.0% |
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.