NASDAQ, INC. (NDAQ) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,094
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | LWM Advisory Services#701 · 4,720 sh | 4,720 | $372.0K | 0.66% | 0.0% |
| 702 | Glenview#702 · 4,372 sh | 4,372 | $371.1K | <0.01% | 0.0% |
| 703 | Bull Harbor Capital#703 · 4,689 sh | 4,689 | $369.6K | 0.07% | +52.3% |
| 704 | Pine Valley Investments Ltd Liability#704 · 4,689 sh | 4,689 | $369.6K | 0.01% | +5.9% |
| 705 | Vestmark Advisory Solutions#705 · 4,688 sh | 4,688 | $369.5K | <0.01% | -4.6% |
| 706 | Fielder Capital Group#706 · 4,678 sh | 4,678 | $368.7K | 0.08% | +0.2% |
| 707 | Harvest Investment Services#707 · 4,666 sh | 4,666 | $367.8K | 0.06% | -2.3% |
| 708 | Morningstar Investment Management#708 · 4,310 sh | 4,310 | $365.9K | 0.02% | 0.0% |
| 709 | Beacon Pointe Advisors#709 · 4,636 sh | 4,636 | $365.4K | <0.01% | -23.6% |
| 710 | Brevan Howard Capital Management#710 · 4,618 sh | 4,618 | $364.0K | <0.01% | +53.6% |
| 711 | MGO ONE SEVEN#711 · 4,577 sh | 4,577 | $360.7K | <0.01% | -5.8% |
| 712 | Dynamic Technology Lab Private Ltd#712 · 4,561 sh | 4,561 | $359.0K | 0.08% | -54.8% |
| 713 | SBI Securities , Ltd.#713 · 4,515 sh | 4,515 | $355.9K | — | +6.7% |
| 714 | Fidelis Capital Partners#714 · 4,513 sh | 4,513 | $355.7K | 0.02% | +2.2% |
| 715 | Values First Advisors#715 · 4,408 sh | 4,408 | $347.4K | — | New |
| 716 | Clearstead Advisors#716 · 4,374 sh | 4,374 | $344.8K | <0.01% | +61.3% |
| 717 | Turtle Creek Wealth Advisors#717 · 4,375 sh | 4,375 | $343.6K | — | New |
| 718 | CIGNA INVESTMENTS#718 · 4,343 sh | 4,343 | $343.0K | — | 0.0% |
| 719 | Kensington Investment Counsel#719 · 4,332 sh | 4,332 | $341.4K | 0.15% | -1.1% |
| 720 | TRITONPOINT WEALTH#720 · 4,326 sh | 4,326 | $341.0K | — | -6.5% |
| 721 | Range Advisory#721 · 4,216 sh | 4,216 | $332.3K | 0.04% | -8.0% |
| 722 | Index Technologies Group#722 · 4,209 sh | 4,209 | $331.8K | 0.27% | -3.4% |
| 723 | Hamilton Capital Partners#723 · 4,207 sh | 4,207 | $331.6K | <0.01% | -21.4% |
| 724 | McGuire Investment Group#724 · 4,200 sh | 4,200 | $331.0K | — | 0.0% |
| 725 | LEVEL FOUR ADVISORY SERVICES#725 · 4,190 sh | 4,190 | $330.3K | <0.01% | +0.3% |
| 726 | GAMCO INVESTORS, ET AL#726 · 4,168 sh | 4,168 | $328.5K | <0.01% | -3.4% |
| 727 | Cornerstone Wealth Group#727 · 4,119 sh | 4,119 | $324.7K | 0.02% | +3.2% |
| 728 | Wealthspire Advisors#728 · 4,044 sh | 4,044 | $318.8K | <0.01% | New |
| 729 | Aprio Wealth Management#729 · 4,031 sh | 4,031 | $317.7K | 0.02% | -4.5% |
| 730 | Retirement Planning of New England#730 · 4,030 sh | 4,030 | $317.6K | — | -0.1% |
| 731 | Redwood Financial Network#731 · 4,012 sh | 4,012 | $316.3K | 0.18% | -0.5% |
| 732 | IFC Advisors#732 · 3,993 sh | 3,993 | $314.7K | 0.04% | +2.9% |
| 733 | PRINCIPAL SECURITIES#733 · 3,989 sh | 3,989 | $314.4K | <0.01% | +15.3% |
| 734 | CHILTON INVESTMENT#734 · 3,941 sh | 3,941 | $310.6K | <0.01% | 0.0% |
| 735 | Dana Investment Advisors#735 · 3,933 sh | 3,933 | $310.0K | <0.01% | +6.6% |
| 736 | LECAP ASSET MANAGEMENT LTD#736 · 3,918 sh | 3,918 | $308.8K | — | New |
| 737 | GC Wealth Management RIA#737 · 3,912 sh | 3,912 | $308.4K | 0.02% | +0.3% |
| 738 | Ridgewood Investments#738 · 3,902 sh | 3,902 | $307.6K | — | -1.9% |
| 739 | HARBOUR INVESTMENTS#739 · 3,883 sh | 3,883 | $306.0K | <0.01% | +1.3% |
| 740 | Pines Wealth Management#740 · 3,849 sh | 3,849 | $303.4K | — | +2.8% |
| 741 | FIRST NATIONAL#741 · 3,828 sh | 3,828 | $301.7K | — | -5.7% |
| 742 | Valeo Financial Advisors#742 · 3,826 sh | 3,826 | $301.5K | — | -2.2% |
| 743 | Livforsakringsbolaget Skandia, Omsesidigt#743 · 3,826 sh | 3,826 | $301.5K | — | 0.0% |
| 744 | ALPS ADVISORS#744 · 3,818 sh | 3,818 | $300.9K | <0.01% | New |
| 745 | PROFUND ADVISORS#745 · 3,744 sh | 3,744 | $295.1K | <0.01% | -3.3% |
| 746 | Elm3 Financial Group#746 · 3,740 sh | 3,740 | $294.8K | — | -26.4% |
| 747 | CWA Asset Management Group#747 · 3,723 sh | 3,723 | $293.5K | — | +27.2% |
| 748 | Dakota Wealth Management#748 · 3,685 sh | 3,685 | $290.5K | <0.01% | +5.8% |
| 749 | Dynamic Advisor Solutions#749 · 3,675 sh | 3,675 | $289.7K | — | +24.2% |
| 750 | Spire Wealth Management#750 · 3,664 sh | 3,664 | $288.8K | <0.01% | -5.8% |
| 751 | Wellspring Financial Advisors#751 · 3,654 sh | 3,654 | $287.9K | 0.02% | -18.9% |
| 752 | HBK Sorce Advisory#752 · 3,030 sh | 3,030 | $286.5K | <0.01% | -2.8% |
| 753 | Fieldview Capital Management#753 · 3,632 sh | 3,632 | $286.3K | 0.08% | New |
| 754 | Quotient Wealth Partners#754 · 3,608 sh | 3,608 | $284.3K | <0.01% | -12.7% |
| 755 | Perigon Wealth Management#755 · 3,558 sh | 3,558 | $280.4K | — | +20.2% |
| 756 | Qtron Investments#756 · 3,538 sh | 3,538 | $278.9K | 0.04% | -14.7% |
| 757 | Delta Investment Management#757 · 3,509 sh | 3,509 | $276.6K | 0.05% | +4.8% |
| 758 | SFMG#758 · 3,505 sh | 3,505 | $276.3K | 0.02% | +9.1% |
| 759 | Cross Staff Investments#759 · 3,500 sh | 3,500 | $275.9K | — | 0.0% |
| 760 | Brookstone Capital Management#760 · 3,463 sh | 3,463 | $273.0K | — | +1.1% |
| 761 | Summit Financial#761 · 3,454 sh | 3,454 | $272.3K | <0.01% | New |
| 762 | Independent Advisor Alliance#762 · 3,449 sh | 3,449 | $271.9K | <0.01% | -3.7% |
| 763 | KEYNOTE FINANCIAL SERVICES#763 · 3,443 sh | 3,443 | $271.4K | 0.13% | +0.5% |
| 764 | OneAscent Wealth Management#764 · 3,432 sh | 3,432 | $270.5K | 0.08% | -4.6% |
| 765 | PFG Investments#765 · 3,425 sh | 3,425 | $269.9K | 0.01% | -7.4% |
| 766 | Frec Markets#766 · 3,417 sh | 3,417 | $269.3K | 0.02% | +6.2% |
| 767 | Accurate Wealth Management#767 · 3,029 sh | 3,029 | $266.8K | — | New |
| 768 | TCG Advisory Services#768 · 3,380 sh | 3,380 | $266.4K | <0.01% | -10.9% |
| 769 | Cooper Financial Group#769 · 3,360 sh | 3,360 | $264.8K | — | +32.6% |
| 770 | PRELUDE CAPITAL MANAGEMENT#770 · 3,347 sh | 3,347 | $263.8K | 0.02% | New |
| 771 | Aaron Wealth Advisors#771 · 3,344 sh | 3,344 | $263.6K | — | +2.3% |
| 772 | AlTi Global#772 · 3,339 sh | 3,339 | $263.1K | <0.01% | -1.2% |
| 773 | New World Advisors#773 · 3,337 sh | 3,337 | $263.0K | 0.04% | +8.6% |
| 774 | PDS Planning#774 · 3,314 sh | 3,314 | $261.2K | 0.02% | +1.8% |
| 775 | Investors Research#775 · 3,300 sh | 3,300 | $260.1K | — | 0.0% |
| 776 | Claro Advisors#776 · 3,279 sh | 3,279 | $258.5K | 0.03% | -0.9% |
| 777 | SteelPeak Wealth#777 · 3,278 sh | 3,278 | $258.4K | — | +7.9% |
| 778 | Colonial / SC#778 · 3,259 sh | 3,259 | $256.9K | 0.03% | -31.4% |
| 779 | Krilogy Financial#779 · 3,242 sh | 3,242 | $255.5K | — | -24.8% |
| 780 | Carnegie Investment Counsel#780 · 3,227 sh | 3,227 | $254.4K | — | -1.6% |
| 781 | Compound Planning#781 · 3,174 sh | 3,174 | $250.2K | <0.01% | -15.4% |
| 782 | BROWN ADVISORY#782 · 3,162 sh | 3,162 | $249.2K | <0.01% | -11.7% |
| 783 | MassMutual Private Wealth & , FSB#783 · 3,114 sh | 3,114 | $245.4K | — | -21.4% |
| 784 | GENESIS PRIVATE WEALTH#784 · 3,109 sh | 3,109 | $245.1K | 0.07% | -0.5% |
| 785 | Fisher Asset Management#785 · 3,107 sh | 3,107 | $245.0K | <0.01% | New |
| 786 | OF VERMONT#786 · 3,092 sh | 3,092 | $243.7K | — | — |
| 787 | WADDELL & ASSOCIATES#787 · 3,082 sh | 3,082 | $242.9K | 0.01% | +25.2% |
| 788 | Mystic Asset Management#788 · 3,082 sh | 3,082 | $242.9K | — | -1.0% |
| 789 | GREENWOOD GEARHART#789 · 3,072 sh | 3,072 | $242.1K | 0.01% | +17.8% |
| 790 | TEACHER RETIREMENT SYSTEM OF TEXAS#790 · 3,050 sh | 3,050 | $240.4K | <0.01% | -55.3% |
| 791 | Endowment Wealth Management#791 · 3,024 sh | 3,024 | $238.4K | 0.09% | +0.1% |
| 792 | Ledyard National Bank#792 · 3,018 sh | 3,018 | $237.9K | — | -7.8% |
| 793 | Cerro Pacific Wealth Advisors#793 · 3,017 sh | 3,017 | $237.8K | — | +7.6% |
| 794 | J.W. COLE ADVISORS#794 · 3,014 sh | 3,014 | $237.6K | <0.01% | New |
| 795 | ROMANO BROTHERS AND COMPANY#795 · 3,011 sh | 3,011 | $237.3K | — | +0.4% |
| 796 | OPTIONS SOLUTIONS#796 · 3,000 sh | 3,000 | $236.5K | 0.12% | 0.0% |
| 797 | New Hampshire#797 · 3,000 sh | 3,000 | $236.5K | — | New |
| 798 | Parsonex Advisory Services#798 · 3,000 sh | 3,000 | $236.5K | 0.21% | New |
| 799 | CALDWELL SUTTER CAPITAL#799 · 3,000 sh | 3,000 | $236.5K | 0.09% | 0.0% |
| 800 | Fruth Investment Management#800 · 3,000 sh | 3,000 | $236.0K | — | 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.