FACTSET RESEARCH SYSTEMS INC (FDS) — Institutional Holders, Q2 2026 (page 8)
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 701 to 771. 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 701–771 of 771
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | CREATIVE FINANCIAL DESIGNS#701 · 13 sh | 13 | $3.0K | <0.01% | 0.0% |
| 702 | J.Safra Asset Management#702 · 12 sh | 12 | $2.8K | <0.01% | 0.0% |
| 703 | Cromwell#703 · 12 sh | 12 | $2.8K | <0.01% | -86.2% |
| 704 | CULLEN/FROST BANKERS#704 · 12 sh | 12 | $2.8K | 0.00% | 0.0% |
| 705 | DT Investment Partners#705 · 11 sh | 11 | $2.5K | — | -86.2% |
| 706 | WPG Advisers#706 · 11 sh | 11 | $2.5K | — | -78.4% |
| 707 | Planning Strategies#707 · 11 sh | 11 | $2.5K | — | — |
| 708 | Colonial / SC#708 · 11 sh | 11 | $2.5K | <0.01% | -78.4% |
| 709 | Winch Advisory Services#709 · 10 sh | 10 | $2.4K | <0.01% | 0.0% |
| 710 | COUNTRY BANK#710 · 10 sh | 10 | $2.3K | 0.00% | 0.0% |
| 711 | City State Bank#711 · 10 sh | 10 | $2.3K | — | 0.0% |
| 712 | Aventura Private Wealth#712 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 713 | SIMPLEX TRADING#713 · 10 sh | 10 | $2.3K | 0.00% | New |
| 714 | GILL CAPITAL PARTNERS#714 · 10 sh | 10 | $2.3K | — | +100.0% |
| 715 | Golden State Wealth Management#715 · 9 sh | 9 | $2.1K | <0.01% | 0.0% |
| 716 | Avion Wealth#716 · 12 sh | 12 | $2.0K | <0.01% | 0.0% |
| 717 | SUMMIT SECURITIES GROUP#717 · 8 sh | 8 | $1.8K | <0.01% | +33.3% |
| 718 | Park Place Capital#718 · 8 sh | 8 | $1.8K | <0.01% | 0.0% |
| 719 | Millstone Evans Group#719 · 8 sh | 8 | $1.8K | <0.01% | 0.0% |
| 720 | Virginia Estate & Retirement Planning Advisors#720 · 8 sh | 8 | $1.8K | — | 0.0% |
| 721 | FIRST HORIZON NATIONAL#721 · 8 sh | 8 | $1.8K | — | -91.7% |
| 722 | CBIZ Investment Advisory Services#722 · 8 sh | 8 | $1.7K | <0.01% | 0.0% |
| 723 | Newbridge Financial Services Group#723 · 7 sh | 7 | $1.7K | — | 0.0% |
| 724 | BOK Financial Private Wealth#724 · 7 sh | 7 | $1.6K | <0.01% | New |
| 725 | High Note Wealth#725 · 7 sh | 7 | $1.6K | — | 0.0% |
| 726 | Hughes Financial Services#726 · 7 sh | 7 | $1.6K | <0.01% | +40.0% |
| 727 | Kilter Group#727 · 7 sh | 7 | $1.6K | <0.01% | 0.0% |
| 728 | BURKETT FINANCIAL SERVICES#728 · 6 sh | 6 | $1.4K | — | 0.0% |
| 729 | ARMSTRONG ADVISORY GROUP#729 · 6 sh | 6 | $1.4K | — | 0.0% |
| 730 | BROWN, LISLE/CUMMINGS#730 · 6 sh | 6 | $1.4K | — | 0.0% |
| 731 | Princeton Global Asset Management#731 · 6 sh | 6 | $1.4K | — | New |
| 732 | Monetary Solutions, Ltd#732 · 6 sh | 6 | $1.4K | — | 0.0% |
| 733 | Cornerstone Planning Group#733 · 5 sh | 5 | $1.2K | — | +25.0% |
| 734 | Asset Dedication#734 · 5 sh | 5 | $1.2K | <0.01% | 0.0% |
| 735 | VALLEY NATIONAL ADVISERS#735 · 5 sh | 5 | $1.2K | — | New |
| 736 | AMERICAN NATIONAL BANK#736 · 5 sh | 5 | $1.1K | — | New |
| 737 | Triumph Capital Management#737 · 5 sh | 5 | $1.1K | — | 0.0% |
| 738 | Capital Advisors, Ltd.#738 · 6 sh | 6 | $1.0K | — | -87.8% |
| 739 | JFS WEALTH ADVISORS#739 · 4 sh | 4 | $921.00 | 0.00% | 0.0% |
| 740 | Quaker Wealth Management#740 · 4 sh | 4 | $921.00 | — | 0.0% |
| 741 | Bell Investment Advisors#741 · 4 sh | 4 | $921.00 | <0.01% | -20.0% |
| 742 | American Capital Advisory#742 · 4 sh | 4 | $921.00 | <0.01% | 0.0% |
| 743 | HFM Investment Advisors#743 · 4 sh | 4 | $921.00 | <0.01% | New |
| 744 | Tidemark#744 · 4 sh | 4 | $920.00 | <0.01% | 0.0% |
| 745 | Granite FO#745 · 4 sh | 4 | $920.00 | — | 0.0% |
| 746 | Synergy Investment Management#746 · 4 sh | 4 | $920.00 | <0.01% | New |
| 747 | Keating Financial Advisory Services#747 · 4 sh | 4 | $920.00 | <0.01% | -71.4% |
| 748 | FINANCIAL CONSULATE#748 · 3 sh | 3 | $691.00 | — | 0.0% |
| 749 | Addison Advisors#749 · 3 sh | 3 | $691.00 | <0.01% | -98.7% |
| 750 | WealthCollab#750 · 3 sh | 3 | $691.00 | <0.01% | New |
| 751 | NVWM#751 · 3 sh | 3 | $690.00 | — | 0.0% |
| 752 | Fortitude Family Office#752 · 3 sh | 3 | $690.00 | — | -25.0% |
| 753 | Creative Capital Management Investments#753 · 3 sh | 3 | $690.00 | <0.01% | New |
| 754 | Principia Wealth Advisory#754 · 3 sh | 3 | $690.00 | <0.01% | 0.0% |
| 755 | Dunhill Financial#755 · 2 sh | 2 | $550.00 | <0.01% | +100.0% |
| 756 | Signature Equity Partners#756 · 2 sh | 2 | $464.00 | <0.01% | 0.0% |
| 757 | Spectrum Wealth Advisory Group#757 · 2 sh | 2 | $463.00 | <0.01% | New |
| 758 | TFC Financial Management#758 · 2 sh | 2 | $461.00 | — | 0.0% |
| 759 | Strengthening Families & Communities#759 · 2 sh | 2 | $460.00 | — | New |
| 760 | Cornerstone Financial Management#760 · 2 sh | 2 | $460.00 | <0.01% | New |
| 761 | Investors Portfolio Services#761 · 2 sh | 2 | $437.00 | <0.01% | 0.0% |
| 762 | Kozak & Associates#762 · 1 sh | 1 | $247.00 | 0.00% | New |
| 763 | DecisionPoint Financial#763 · 1 sh | 1 | $246.00 | — | New |
| 764 | DiNuzzo Private Wealth#764 · 1 sh | 1 | $231.00 | — | 0.0% |
| 765 | SALEM INVESTMENT COUNSELORS#765 · 1 sh | 1 | $231.00 | — | 0.0% |
| 766 | WestEnd Advisors#766 · 1 sh | 1 | $230.00 | — | 0.0% |
| 767 | MidFirst Bank#767 · 1 sh | 1 | $230.00 | 0.00% | 0.0% |
| 768 | Y.D. More Investments Ltd#768 · 23 sh | 23 | $18.00 | 0.00% | -4.2% |
| 769 | Evolution Advisers#769 · 1 sh | 1 | $0.00 | 0.00% | New |
| 770 | Navigoe#770 · 1 sh | 1 | $0.00 | 0.00% | New |
| 771 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#771 · 42,272 sh | 42,272 | — | — | -0.7% |
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.