NASDAQ, INC. (NDAQ) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,094
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | CreativeOne Wealth#801 · 2,988 sh | 2,988 | $235.5K | <0.01% | -8.4% |
| 802 | Claret Asset Management#802 · 2,966 sh | 2,966 | $234.0K | 0.03% | +14.1% |
| 803 | OneAscent Family Office#803 · 2,963 sh | 2,963 | $233.5K | 0.12% | +6.9% |
| 804 | Hirtle Callaghan#804 · 2,940 sh | 2,940 | $231.7K | <0.01% | New |
| 805 | Weaver Consulting Group#805 · 2,935 sh | 2,935 | $231.3K | — | 0.0% |
| 806 | WASHINGTON BANK#806 · 2,928 sh | 2,928 | $230.8K | 0.02% | 0.0% |
| 807 | Blue Fin Capital#807 · 2,925 sh | 2,925 | $230.5K | 0.03% | New |
| 808 | OneAscent Financial Services#808 · 2,879 sh | 2,879 | $227.0K | 0.01% | -30.6% |
| 809 | L2 Asset Management#809 · 2,879 sh | 2,879 | $226.9K | 0.02% | +4.6% |
| 810 | Supplemental Annuity Collective of NJ#810 · 2,866 sh | 2,866 | $225.9K | 0.06% | -6.2% |
| 811 | GATEWAY INVESTMENT ADVISERS#811 · 2,863 sh | 2,863 | $225.7K | — | -51.0% |
| 812 | TRANSCEND WEALTH COLLECTIVE#812 · 2,846 sh | 2,846 | $224.3K | 0.02% | +1.6% |
| 813 | WESTPAC BANKING#813 · 2,833 sh | 2,833 | $223.3K | 0.01% | +19.9% |
| 814 | Focus Financial Network#814 · 2,830 sh | 2,830 | $223.1K | — | +0.1% |
| 815 | PEDDOCK CAPITAL ADVISORS#815 · 2,829 sh | 2,829 | $223.0K | — | 0.0% |
| 816 | Bridgewater Advisors#816 · 2,421 sh | 2,421 | $222.5K | 0.01% | -6.4% |
| 817 | Savvy Advisors#817 · 2,811 sh | 2,811 | $221.6K | <0.01% | -23.0% |
| 818 | Advisory Alpha#818 · 2,796 sh | 2,796 | $220.5K | <0.01% | -7.0% |
| 819 | Anchor Investment Management#819 · 2,764 sh | 2,764 | $217.9K | 0.02% | -12.2% |
| 820 | AlphaCentric Advisors#820 · 2,756 sh | 2,756 | $217.2K | 0.18% | +5.9% |
| 821 | RITHOLTZ WEALTH MANAGEMENT#821 · 2,747 sh | 2,747 | $216.5K | <0.01% | -36.6% |
| 822 | Kingsview Wealth Management#822 · 2,743 sh | 2,743 | $216.2K | <0.01% | -0.1% |
| 823 | Smartleaf Asset Management#823 · 2,795 sh | 2,795 | $214.8K | <0.01% | 0.0% |
| 824 | Strategic Investment Advisors / MI#824 · 2,718 sh | 2,718 | $214.2K | 0.01% | -4.0% |
| 825 | HARMONY ASSET MANAGEMENT#825 · 2,685 sh | 2,685 | $211.6K | — | -86.5% |
| 826 | OpenArc Corporate Advisory#826 · 2,685 sh | 2,685 | $211.6K | — | -2.4% |
| 827 | CATALYST FINANCIAL PARTNERS#827 · 2,671 sh | 2,671 | $210.5K | 0.02% | -14.2% |
| 828 | LVW Advisors#828 · 2,661 sh | 2,661 | $209.7K | — | +3.9% |
| 829 | CENTRAL#829 · 2,640 sh | 2,640 | $208.1K | <0.01% | +0.1% |
| 830 | GABELLI FUNDS#830 · 2,627 sh | 2,627 | $207.1K | <0.01% | -6.4% |
| 831 | Penserra Capital Management#831 · 2,651 sh | 2,651 | $207.0K | <0.01% | +3.2% |
| 832 | Ted Buchan#832 · 2,613 sh | 2,613 | $206.0K | — | 0.0% |
| 833 | Wealth Enhancement Services#833 · 2,560 sh | 2,560 | $201.8K | — | -27.7% |
| 834 | Asset One Wealth Management#834 · 2,208 sh | 2,208 | $201.7K | 0.02% | -15.9% |
| 835 | 71 West Capital Partners#835 · 2,556 sh | 2,556 | $201.5K | <0.01% | New |
| 836 | Baader Bank Aktiengesellschaft#836 · 2,545 sh | 2,545 | $200.6K | 0.02% | -4.1% |
| 837 | Ninepoint Partners#837 · 2,455 sh | 2,455 | $193.5K | 0.01% | -22.2% |
| 838 | Pinnacle Wealth Planning Services#838 · 2,432 sh | 2,432 | $191.7K | — | +0.4% |
| 839 | Ronald Blue#839 · 2,308 sh | 2,308 | $181.9K | — | -30.1% |
| 840 | THURSTON, SPRINGER, MILLER, HERD & TITAK#840 · 2,235 sh | 2,235 | $176.2K | — | 0.0% |
| 841 | IFG Advisory#841 · 2,134 sh | 2,134 | $168.2K | <0.01% | New |
| 842 | VEGA INVESTMENT SOLUTIONS#842 · 2,122 sh | 2,122 | $167.3K | 0.02% | +222.0% |
| 843 | ALERUS FINANCIAL NA#843 · 2,115 sh | 2,115 | $166.7K | <0.01% | +2.5% |
| 844 | Larson Financial Group#844 · 2,092 sh | 2,092 | $164.9K | <0.01% | +25.7% |
| 845 | J.Safra Asset Management#845 · 1,946 sh | 1,946 | $153.4K | <0.01% | 0.0% |
| 846 | Hilltop National Bank#846 · 1,940 sh | 1,940 | $152.9K | — | New |
| 847 | Miller Capital Partners#847 · 1,935 sh | 1,935 | $152.5K | 0.06% | 0.0% |
| 848 | Smithfield#848 · 1,871 sh | 1,871 | $147.0K | <0.01% | 0.0% |
| 849 | UMB Bank, n.a.#849 · 1,848 sh | 1,848 | $145.7K | <0.01% | -2.8% |
| 850 | Capital Advisors, Ltd.#850 · 1,825 sh | 1,825 | $144.0K | — | +348.4% |
| 851 | Ancora Advisors#851 · 1,823 sh | 1,823 | $143.7K | <0.01% | -7.6% |
| 852 | SouthState Bank#852 · 1,784 sh | 1,784 | $140.6K | <0.01% | -3.4% |
| 853 | WOLFF WIESE MAGANA#853 · 1,768 sh | 1,768 | $139.4K | — | 0.0% |
| 854 | CERTUITY#854 · 1,748 sh | 1,748 | $137.8K | <0.01% | +3.8% |
| 855 | Cheviot Value Management#855 · 1,638 sh | 1,638 | $129.1K | 0.01% | 0.0% |
| 856 | Quent Capital#856 · 1,622 sh | 1,622 | $127.9K | <0.01% | -15.1% |
| 857 | OF TOLEDO NA#857 · 1,525 sh | 1,525 | $120.2K | — | 0.0% |
| 858 | WELLINGTON-ALTUS USA#858 · 1,412 sh | 1,412 | $119.9K | 0.09% | +89.3% |
| 859 | Washington Advisors#859 · 1,461 sh | 1,461 | $115.2K | — | New |
| 860 | Lavaca Capital#860 · 1,400 sh | 1,400 | $110.3K | 0.01% | 0.0% |
| 861 | NBC SECURITIES#861 · 1,317 sh | 1,317 | $103.8K | — | -1.6% |
| 862 | PEOPLES FINANCIAL SERVICES#862 · 1,280 sh | 1,280 | $100.9K | — | -8.6% |
| 863 | Essential Partners#863 · 1,233 sh | 1,233 | $97.2K | — | -69.7% |
| 864 | ONEFUND#864 · 1,220 sh | 1,220 | $96.2K | 0.05% | -1.6% |
| 865 | Steigerwald, Gordon & Koch#865 · 1,199 sh | 1,199 | $94.5K | <0.01% | 0.0% |
| 866 | True Wealth Design#866 · 1,144 sh | 1,144 | $90.2K | — | +15.7% |
| 867 | Cromwell#867 · 1,134 sh | 1,134 | $89.4K | 0.04% | +3.6% |
| 868 | SWISS RE LTD#868 · 1,131 sh | 1,131 | $89.1K | <0.01% | +797.6% |
| 869 | MARSHALL INVESTMENT MANAGEMENT#869 · 1,010 sh | 1,010 | $79.6K | 0.03% | +2.6% |
| 870 | WHITTIER#870 · 900 sh | 900 | $76.0K | <0.01% | -23.5% |
| 871 | Owl Creek Wealth Partners#871 · 939 sh | 939 | $74.0K | — | +2.7% |
| 872 | Institute for Wealth Management#872 · 920 sh | 920 | $72.5K | <0.01% | New |
| 873 | Golden State Wealth Management#873 · 910 sh | 910 | $71.8K | <0.01% | +0.1% |
| 874 | MCF Advisors#874 · 899 sh | 899 | $70.9K | <0.01% | +187.2% |
| 875 | WHITTIER OF NEVADA#875 · 805 sh | 805 | $69.6K | <0.01% | 0.0% |
| 876 | CVA Family Office#876 · 869 sh | 869 | $68.5K | <0.01% | +3.6% |
| 877 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#877 · 781 sh | 781 | $61.6K | <0.01% | -20.8% |
| 878 | Caitong International Asset Management , Ltd#878 · 759 sh | 759 | $59.8K | <0.01% | +3695.0% |
| 879 | Financial Network Wealth Advisors#879 · 746 sh | 746 | $58.8K | — | -28.4% |
| 880 | Persistent Asset Partners Ltd#880 · 731 sh | 731 | $57.6K | 0.02% | New |
| 881 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#881 · 719 sh | 719 | $56.7K | 0.17% | -67.9% |
| 882 | Union Bankshares#882 · 716 sh | 716 | $56.4K | <0.01% | -23.1% |
| 883 | REAP Financial Group#883 · 688 sh | 688 | $54.2K | <0.01% | +0.9% |
| 884 | Caldwell#884 · 687 sh | 687 | $54.1K | <0.01% | 0.0% |
| 885 | LRI Investments#885 · 684 sh | 684 | $53.9K | <0.01% | +15.3% |
| 886 | Arlington#886 · 679 sh | 679 | $53.5K | — | +928.8% |
| 887 | Wiser Advisor Group#887 · 657 sh | 657 | $51.8K | 0.06% | +0.5% |
| 888 | Private Wealth Asset Management#888 · 606 sh | 606 | $47.8K | <0.01% | -39.8% |
| 889 | Transamerica Financial Advisors#889 · 596 sh | 596 | $47.0K | <0.01% | +14.0% |
| 890 | SECURITY NATIONAL BANK OF SO DAK#890 · 591 sh | 591 | $46.6K | 0.02% | New |
| 891 | Cape Investment Advisory#891 · 578 sh | 578 | $45.6K | — | New |
| 892 | CoreCap Advisors#892 · 575 sh | 575 | $45.3K | — | -19.0% |
| 893 | Rossby Financial, LCC#893 · 554 sh | 554 | $43.7K | <0.01% | +36.8% |
| 894 | Murphy & Mullick Capital Management#894 · 551 sh | 551 | $43.4K | 0.03% | -0.4% |
| 895 | Deseret Mutual Benefit Administrators#895 · 545 sh | 545 | $43.0K | 0.01% | 0.0% |
| 896 | ATLAS CAPITAL ADVISORS#896 · 545 sh | 545 | $43.0K | <0.01% | New |
| 897 | BARTLETT & WEALTH MANAGEMENT#897 · 540 sh | 540 | $42.6K | <0.01% | -22.6% |
| 898 | OSTERWEIS CAPITAL MANAGEMENT#898 · 539 sh | 539 | $42.5K | <0.01% | 0.0% |
| 899 | Versant Capital Management#899 · 533 sh | 533 | $42.0K | — | -15.4% |
| 900 | Community Bank, N.A.#900 · 509 sh | 509 | $40.1K | <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.