NASDAQ, INC. (NDAQ) — Institutional Holders, Q2 2026 (page 7)
1,094 institutional investment managers reported a NDAQ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $37.2B. 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.
NDAQ 13F holders ranked 601–700 of 1,094
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Applied Finance Capital Management#601 · 8,022 sh | 8,022 | $632.3K | 0.05% | +17.7% |
| 602 | Parallel Advisors#602 · 7,995 sh | 7,995 | $630.2K | <0.01% | -8.6% |
| 603 | SYON CAPITAL#603 · 7,866 sh | 7,866 | $620.0K | 0.03% | +4.1% |
| 604 | Beaton Management#604 · 7,800 sh | 7,800 | $615.0K | 0.25% | 0.0% |
| 605 | KIRTLAND HILLS CAPITAL MANAGEMENT#605 · 7,774 sh | 7,774 | $612.8K | 0.17% | +5.2% |
| 606 | CX Institutional#606 · 7,764 sh | 7,764 | $612.0K | — | -10.7% |
| 607 | OPPENHEIMER#607 · 7,731 sh | 7,731 | $609.4K | — | -30.9% |
| 608 | Glen Eagle Advisors#608 · 7,713 sh | 7,713 | $608.0K | 0.08% | -1.9% |
| 609 | Verity & Verity#609 · 7,661 sh | 7,661 | $603.8K | — | -10.0% |
| 610 | Global Retirement Partners#610 · 7,661 sh | 7,661 | $603.8K | <0.01% | — |
| 611 | Gladstone Institutional Advisory#611 · 7,538 sh | 7,538 | $594.1K | 0.02% | +2.6% |
| 612 | Urban Wealth Management#612 · 7,475 sh | 7,475 | $589.2K | — | +33.7% |
| 613 | Smith, Salley & Associates#613 · 7,466 sh | 7,466 | $588.5K | 0.03% | -5.9% |
| 614 | Fifth Third Wealth Advisors#614 · 7,456 sh | 7,456 | $587.7K | — | +0.7% |
| 615 | HARBOR INVESTMENT ADVISORY#615 · 7,304 sh | 7,304 | $575.7K | — | +15.0% |
| 616 | GeoWealth Management#616 · 7,247 sh | 7,247 | $571.3K | 0.02% | -4.8% |
| 617 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#617 · 6,905 sh | 6,905 | $571.2K | 0.03% | -4.5% |
| 618 | Stratos Wealth Advisors#618 · 7,190 sh | 7,190 | $566.8K | 0.03% | +0.4% |
| 619 | Aviso Financial#619 · 7,035 sh | 7,035 | $554.5K | 0.02% | -8.2% |
| 620 | Verus Financial Partners#620 · 7,032 sh | 7,032 | $554.3K | 0.05% | 0.0% |
| 621 | CITIZENS FINANCIAL GROUP#621 · 7,023 sh | 7,023 | $553.6K | — | -10.2% |
| 622 | Pinnacle Financial Partners#622 · 6,880 sh | 6,880 | $542.3K | <0.01% | -0.3% |
| 623 | BRADLEY FOSTER & SARGENT#623 · 6,880 sh | 6,880 | $542.3K | <0.01% | 0.0% |
| 624 | Principle Wealth Partners#624 · 6,853 sh | 6,853 | $540.1K | 0.03% | -3.4% |
| 625 | OAK RIDGE INVESTMENTS#625 · 6,725 sh | 6,725 | $530.1K | 0.03% | -13.3% |
| 626 | Pettee Investors#626 · 6,725 sh | 6,725 | $530.1K | 0.26% | +66.0% |
| 627 | Illinois Municipal Retirement Fund#627 · 6,717 sh | 6,717 | $529.4K | <0.01% | -50.4% |
| 628 | Sompo Asset Management , Ltd.#628 · 6,710 sh | 6,710 | $528.9K | 0.09% | -2.9% |
| 629 | Parkside Financial Bank#629 · 6,640 sh | 6,640 | $523.4K | — | +96.4% |
| 630 | AlphaGrep UK Ltd#630 · 6,621 sh | 6,621 | $521.9K | 0.16% | +48.1% |
| 631 | KESTRA PRIVATE WEALTH SERVICES#631 · 6,567 sh | 6,567 | $517.6K | <0.01% | -0.9% |
| 632 | Bayesian Capital Management#632 · 6,522 sh | 6,522 | $514.1K | 0.33% | New |
| 633 | CARY STREET PARTNERS INVESTMENT ADVISORY#633 · 6,496 sh | 6,496 | $512.0K | 0.10% | +6.5% |
| 634 | ARGUS INVESTORS' COUNSEL#634 · 6,490 sh | 6,490 | $511.5K | — | +3.8% |
| 635 | Checchi Capital Advisers#635 · 6,440 sh | 6,440 | $507.6K | 0.02% | -11.7% |
| 636 | Leonteq Securities AG#636 · 6,398 sh | 6,398 | $504.3K | 0.02% | +66.7% |
| 637 | Secure Asset Management#637 · 6,307 sh | 6,307 | $497.1K | — | +1.3% |
| 638 | OneAscent Investment Solutions#638 · 6,282 sh | 6,282 | $495.1K | 0.47% | -43.2% |
| 639 | TCW GROUP#639 · 6,266 sh | 6,266 | $493.9K | <0.01% | +1.8% |
| 640 | Premier Path Wealth Partners#640 · 6,241 sh | 6,241 | $491.9K | — | -7.2% |
| 641 | DELTA CAPITAL MANAGEMENT#641 · 6,195 sh | 6,195 | $488.0K | — | +3.3% |
| 642 | Pallas Capital Advisors#642 · 6,150 sh | 6,150 | $484.8K | 0.01% | +5.6% |
| 643 | CapitalatWork S.A.#643 · 6,126 sh | 6,126 | $483.0K | 0.01% | -87.5% |
| 644 | MARTINGALE ASSET MANAGEMENT L P#644 · 6,120 sh | 6,120 | $482.4K | 0.01% | -42.4% |
| 645 | JFS WEALTH ADVISORS#645 · 6,117 sh | 6,117 | $482.1K | 0.02% | +0.2% |
| 646 | BNP PARIBAS#646 · 6,096 sh | 6,096 | $480.5K | 0.01% | New |
| 647 | Manchester Capital Management#647 · 6,048 sh | 6,048 | $476.7K | — | -0.3% |
| 648 | NorthRock Partners#648 · 6,043 sh | 6,043 | $476.3K | <0.01% | -8.7% |
| 649 | Heritage Family Offices, LLP#649 · 6,025 sh | 6,025 | $474.9K | 0.18% | -50.2% |
| 650 | Pacific Excel Wealth Advisors#650 · 6,025 sh | 6,025 | $474.9K | — | New |
| 651 | Wedmont Private Capital#651 · 5,350 sh | 5,350 | $471.2K | — | +0.8% |
| 652 | Waverly Advisors#652 · 5,948 sh | 5,948 | $468.8K | <0.01% | +12.4% |
| 653 | MATHER GROUP#653 · 5,884 sh | 5,884 | $463.7K | — | +1.5% |
| 654 | Private Advisor Group#654 · 5,872 sh | 5,872 | $462.8K | <0.01% | -45.5% |
| 655 | Meeder Advisory Services#655 · 5,850 sh | 5,850 | $461.1K | 0.02% | -11.2% |
| 656 | OneDigital Investment Advisors#656 · 5,810 sh | 5,810 | $457.9K | <0.01% | +1.4% |
| 657 | MEANS INVESTMENT#657 · 5,806 sh | 5,806 | $457.7K | 0.03% | +0.1% |
| 658 | Hoxton Planning & Management#658 · 5,720 sh | 5,720 | $450.9K | — | -6.3% |
| 659 | Arkadios Wealth Advisors#659 · 5,717 sh | 5,717 | $450.6K | <0.01% | +1.3% |
| 660 | PAX Financial Group#660 · 5,699 sh | 5,699 | $449.2K | 0.07% | -15.6% |
| 661 | Moors & Cabot#661 · 5,670 sh | 5,670 | $446.9K | 0.02% | New |
| 662 | CAPSTONE INVESTMENT ADVISORS#662 · 5,641 sh | 5,641 | $444.6K | <0.01% | +123.3% |
| 663 | CYPRESS ASSET MANAGEMENT#663 · 5,639 sh | 5,639 | $444.5K | — | 0.0% |
| 664 | OSTRUM ASSET MANAGEMENT#664 · 5,635 sh | 5,635 | $444.2K | 0.02% | 0.0% |
| 665 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#665 · 5,597 sh | 5,597 | $441.2K | 0.04% | New |
| 666 | GEORGE KAISER FAMILY FOUNDATION#666 · 5,597 sh | 5,597 | $441.2K | 0.04% | New |
| 667 | EP Wealth Advisors#667 · 5,573 sh | 5,573 | $439.3K | <0.01% | +98.0% |
| 668 | Bridgelight Financial Advisors#668 · 5,548 sh | 5,548 | $437.3K | — | +0.4% |
| 669 | West Family Investments#669 · 5,540 sh | 5,540 | $436.7K | 0.13% | New |
| 670 | Malaga Cove Capital#670 · 5,516 sh | 5,516 | $434.8K | — | +14.3% |
| 671 | iSAM Funds (UK) Ltd#671 · 5,500 sh | 5,500 | $433.5K | 0.31% | New |
| 672 | ShoreHaven Wealth Partners#672 · 5,480 sh | 5,480 | $431.9K | — | New |
| 673 | SAGESPRING WEALTH PARTNERS#673 · 5,456 sh | 5,456 | $430.1K | — | -2.4% |
| 674 | Militia Capital Management#674 · 5,442 sh | 5,442 | $428.9K | 0.01% | -16.8% |
| 675 | Indivisible Partners#675 · 5,420 sh | 5,420 | $427.2K | — | -37.5% |
| 676 | AMERICAN NATIONAL BANK#676 · 5,415 sh | 5,415 | $426.8K | — | 0.0% |
| 677 | Diligent Investors#677 · 5,400 sh | 5,400 | $425.6K | — | 0.0% |
| 678 | Diversified#678 · 5,385 sh | 5,385 | $424.4K | <0.01% | -47.2% |
| 679 | PRIVATE NA#679 · 5,363 sh | 5,363 | $422.7K | — | +21.2% |
| 680 | J. Safra Sarasin Holding AG#680 · 5,282 sh | 5,282 | $416.5K | — | New |
| 681 | Graham Capital Management, L.P.#681 · 5,232 sh | 5,232 | $412.4K | <0.01% | -71.6% |
| 682 | COMMERZBANK AKTIENGESELLSCHAFT#682 · 5,153 sh | 5,153 | $406.0K | <0.01% | -28.7% |
| 683 | Expressive Wealth#683 · 5,150 sh | 5,150 | $405.9K | 0.38% | +1.5% |
| 684 | Advisors Capital Management#684 · 5,109 sh | 5,109 | $402.7K | <0.01% | +5.8% |
| 685 | Zhang Financial#685 · 5,076 sh | 5,076 | $400.1K | 0.01% | New |
| 686 | Welch Group#686 · 5,029 sh | 5,029 | $396.4K | 0.01% | 0.0% |
| 687 | SCOTIA CAPITAL#687 · 4,967 sh | 4,967 | $391.6K | <0.01% | -0.2% |
| 688 | DOCK STREET ASSET MANAGEMENT#688 · 4,925 sh | 4,925 | $388.2K | 0.04% | 0.0% |
| 689 | EXCHANGE TRADED CONCEPTS#689 · 4,918 sh | 4,918 | $387.6K | — | +50.9% |
| 690 | Asset Management#690 · 4,915 sh | 4,915 | $387.4K | 0.02% | +7.9% |
| 691 | HANCOCK WHITNEY#691 · 4,914 sh | 4,914 | $387.3K | <0.01% | +1.8% |
| 692 | Allworth Financial#692 · 4,901 sh | 4,901 | $386.3K | <0.01% | -9.7% |
| 693 | BOYAR ASSET MANAGEMENT#693 · 4,896 sh | 4,896 | $385.9K | 0.22% | 0.0% |
| 694 | Mayflower Financial Advisors#694 · 4,878 sh | 4,878 | $384.5K | 0.03% | 0.0% |
| 695 | EJMK Ventures#695 · 4,865 sh | 4,865 | $383.5K | — | -19.0% |
| 696 | Engineers Gate Manager#696 · 4,831 sh | 4,831 | $380.8K | <0.01% | -77.5% |
| 697 | Allred Capital Management#697 · 4,806 sh | 4,806 | $378.8K | 0.12% | +0.1% |
| 698 | Rosenberg Matthew Hamilton#698 · 4,785 sh | 4,785 | $377.2K | — | 0.0% |
| 699 | DONALDSON CAPITAL MANAGEMENT#699 · 4,764 sh | 4,764 | $375.5K | 0.01% | +0.1% |
| 700 | Thomasville National Bank#700 · 4,750 sh | 4,750 | $374.4K | 0.02% | — |
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.