Hercules Capital, Inc. (HCXY) — Institutional Holders, Q2 2026 (page 4)
334 institutional investment managers reported a HCXY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $830.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 334. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HCXY 13F holders ranked 301–334 of 334
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | VALLEY NATIONAL ADVISERS#301 · 656 sh | 656 | $10.3K | — | 0.0% |
| 302 | Community Bank, N.A.#302 · 625 sh | 625 | $9.9K | <0.01% | 0.0% |
| 303 | Bank of New Hampshire#303 · 600 sh | 600 | $9.5K | — | 0.0% |
| 304 | ALERUS FINANCIAL NA#304 · 517 sh | 517 | $8.2K | <0.01% | 0.0% |
| 305 | CITIGROUP#305 · 447 sh | 447 | $7.0K | 0.00% | +12.9% |
| 306 | Tower Research Capital (TRC)#306 · 432 sh | 432 | $6.8K | <0.01% | New |
| 307 | TD Waterhouse Canada#307 · 425 sh | 425 | $6.8K | — | 0.0% |
| 308 | PFS Partners#308 · 413 sh | 413 | $6.5K | — | 0.0% |
| 309 | HANTZ FINANCIAL SERVICES#309 · 360 sh | 360 | $6.0K | <0.01% | -40.0% |
| 310 | Kennebec Savings Bank#310 · 315 sh | 315 | $5.0K | — | New |
| 311 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#311 · 312 sh | 312 | $4.9K | 0.00% | -83.9% |
| 312 | VSM Wealth Advisory#312 · 300 sh | 300 | $4.7K | <0.01% | New |
| 313 | Signature Resources Capital Management#313 · 275 sh | 275 | $4.3K | — | 0.0% |
| 314 | Continuum Advisory#314 · 267 sh | 267 | $4.2K | <0.01% | New |
| 315 | Buck Wealth Strategies#315 · 246 sh | 246 | $3.9K | <0.01% | New |
| 316 | William B. Walkup & Associates#316 · 229 sh | 229 | $3.6K | <0.01% | 0.0% |
| 317 | Spire Wealth Management#317 · 205 sh | 205 | $3.2K | <0.01% | -83.0% |
| 318 | JPL Wealth Management#318 · 200 sh | 200 | $3.2K | <0.01% | 0.0% |
| 319 | EFG International AG#319 · 193 sh | 193 | $3.0K | <0.01% | New |
| 320 | SWAN Capital#320 · 189 sh | 189 | $3.0K | <0.01% | 0.0% |
| 321 | Roxbury Financial#321 · 160 sh | 160 | $2.5K | — | New |
| 322 | WealthCollab#322 · 135 sh | 135 | $2.1K | <0.01% | -78.9% |
| 323 | Glen Eagle Advisors#323 · 100 sh | 100 | $1.6K | <0.01% | 0.0% |
| 324 | JFS WEALTH ADVISORS#324 · 66 sh | 66 | $1.0K | <0.01% | New |
| 325 | West Financial Advisors#325 · 57 sh | 57 | $906.00 | — | +1.8% |
| 326 | Quest 10 Wealth Builders#326 · 57 sh | 57 | $903.00 | <0.01% | 0.0% |
| 327 | HAGER INVESTMENT MANAGEMENT SERVICES#327 · 55 sh | 55 | $864.00 | <0.01% | +3.8% |
| 328 | Caitong International Asset Management , Ltd#328 · 24 sh | 24 | $378.00 | <0.01% | -4.0% |
| 329 | Ares Financial Consulting#329 · 2 sh | 2 | $32.00 | — | 0.0% |
| 330 | DANSKE BANK A/S#330 · 2 sh | 2 | $32.00 | 0.00% | -77.8% |
| 331 | HORIZON FINANCIAL SERVICES#331 · 0 sh | 0 | $0.00 | 0.00% | New |
| 332 | Pandowealth.#332 · 2,507,600 sh | 2,507,600 | $0.00 | 0.00% | 0.0% |
| 333 | Elequin Securities#333 · 24 sh | 24 | — | — | +166.7% |
| 334 | Quantum Portfolio Management#334 · 1,927 sh | 1,927 | — | — | -100.0% |
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.