Orion Properties Inc. (ONL) — Institutional Holders, Q2 2026 (page 2)

200 institutional investment managers reported a ONL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $80.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

ONL 13F holders ranked 101–200 of 200

Institutional investors reporting a position in Orion Properties Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Integrated Wealth Concepts#101 · 697 sh$2.0KNew
Steward Partners Investment Advisory#102 · 687 sh$2.0K+630.9%
SIMPLEX TRADING#103 · 555 sh$1.6K+1080.9%
JONES FINANCIAL COMPANIES LLLP#104 · 505 sh$1.5K+3.5%
Ameritas Advisory Services#105 · 477 sh$1.4KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#106 · 440 sh$1.3K-3.5%
Fortitude Family Office#107 · 430 sh$1.2K0.0%
LRI Investments#108 · 428 sh$1.2K-7.6%
Rockefeller Capital Management L.P.#109 · 357 sh$1.0K+10.9%
Bullock Wealth Management Group#110 · 294 sh$842.000.0%
EverSource Wealth Advisors#111 · 285 sh$824.00-97.8%
Basecamp Wealth Advisors#112 · 263 sh$760.000.0%
Financial Perspectives#113 · 201 sh$581.000.0%
ASSETMARK#114 · 200 sh$578.00New
IFG Advisory#115 · 190 sh$550.00+175.4%
NBC SECURITIES#116 · 178 sh$514.00+0.6%
Global Retirement Partners#117 · 175 sh$506.00—
Tidemark#118 · 167 sh$483.000.0%
US BANCORP \DE\#119 · 162 sh$468.00+6.6%
Compagnie Lombard Odier SCmA#120 · 150 sh$434.000.0%
CALDWELL SUTTER CAPITAL#121 · 140 sh$405.000.0%
MATHER GROUP#122 · 122 sh$353.000.0%
Union Bankshares#123 · 110 sh$318.000.0%
NewEdge Advisors#124 · 110 sh$317.00New
Premier Financial Group#125 · 100 sh$289.00New
SOUTHERN MICHIGAN BANK &amp#126 · 98 sh$283.000.0%
Fortis Group Advisors#127 · 95 sh$275.000.0%
Indiana & Investment Management#128 · 87 sh$251.000.0%
Newbridge Financial Services Group#129 · 87 sh$251.00-22.3%
JFS WEALTH ADVISORS#130 · 78 sh$226.000.0%
THURSTON, SPRINGER, MILLER, HERD & TITAK#131 · 76 sh$209.00+7.0%
HM PAYSON#132 · 71 sh$206.000.0%
SIGNATUREFD#133 · 68 sh$197.000.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#134 · 68 sh$194.000.0%
NATIONAL BANK OF CANADA#135 · 63 sh$182.000.0%
PRIVATE NA#136 · 60 sh$173.000.0%
Anchor Investment Management#137 · 57 sh$166.000.0%
Pacifica Partners#138 · 53 sh$150.000.0%
Darwin Wealth Management#139 · 50 sh$147.000.0%
Mirae Asset Global Investments , Ltd.#140 · 50 sh$145.000.0%
Pinnacle Bancorp#141 · 50 sh$145.000.0%
FIRST HORIZON NATIONAL#142 · 50 sh$145.00New
Transamerica Financial Advisors#143 · 42 sh$122.000.0%
AdvisorNet Financial#144 · 35 sh$101.00-5.4%
CoreCap Advisors#145 · 35 sh$100.00-5.4%
Strengthening Families & Communities#146 · 34 sh$98.000.0%
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#147 · 30 sh$87.000.0%
BARRETT & COMPANY#148 · 28 sh$81.000.0%
Golden State Wealth Management#149 · 24 sh$71.00-80.6%
Investors Research#150 · 24 sh$69.000.0%
Creative Capital Management Investments#151 · 22 sh$64.000.0%
WOLFF WIESE MAGANA#152 · 21 sh$60.000.0%
Continuum Advisory#153 · 20 sh$58.00New
ST GERMAIN D J#154 · 18 sh$53.000.0%
Bare Financial Services#155 · 17 sh$49.000.0%
Smartleaf Asset Management#156 · 15 sh$45.000.0%
IFS Advisors#157 · 15 sh$43.000.0%
Vision Retirement#158 · 15 sh$43.000.0%
Bravera Wealth#159 · 15 sh$43.00New
COMPASS FINANCIAL MANAGEMENT#160 · 14 sh$41.00—
Ronald Blue#161 · 14 sh$40.000.0%
Sunrise Financial Services#162 · 14 sh$40.000.0%
Moisand Fitzgerald Tamayo#163 · 13 sh$38.000.0%
First Bancorp#164 · 13 sh$38.00New
Financial Gravity Companies, (FGCO)#165 · 12 sh$35.00—
Allied Private Wealth#166 · 11 sh$31.00—
BOK Financial Private Wealth#167 · 0 sh$30.00New
BOYD WATTERSON ASSET MANAGEMENT#168 · 10 sh$29.000.0%
Westend Capital Management#169 · 10 sh$29.00New
HARBOR INVESTMENT ADVISORY#170 · 10 sh$29.000.0%
Strategic Wealth Partners, Ltd.#171 · 10 sh$29.000.0%
Triumph Capital Management#172 · 10 sh$29.000.0%
Salomon & Ludwin#173 · 10 sh$29.000.0%
HIGHLINE WEALTH PARTNERS#174 · 10 sh$29.00New
Hilton Head Capital Partners#175 · 10 sh$29.000.0%
Millstone Evans Group#176 · 9 sh$26.000.0%
TOUNJIAN ADVISORY PARTNERS#177 · 9 sh$25.00New
Larson Financial Group#178 · 8 sh$23.00-99.7%
Caitong International Asset Management , Ltd#179 · 8 sh$23.00+300.0%
Align Financial#180 · 8 sh$23.000.0%
Markowski Investments#181 · 8 sh$23.00—
Clearstead Advisors#182 · 7 sh$21.00New
Medallion Wealth Advisors#183 · 7 sh$20.00-76.7%
COUNTRY BANK#184 · 6 sh$17.000.0%
Parallel Advisors#185 · 6 sh$17.000.0%
Quaker Wealth Management#186 · 5 sh$15.00New
Cherry Tree Wealth Management#187 · 5 sh$15.000.0%
Park Place Capital#188 · 5 sh$14.000.0%
FARMERS & MERCHANTS INVESTMENTS#189 · 4 sh$12.00-89.5%
Optiver Holding B.V.#190 · 4 sh$12.00-99.5%
Quent Capital#191 · 4 sh$12.000.0%
SHP Wealth Management#192 · 3 sh$9.000.0%
Quest 10 Wealth Builders#193 · 3 sh$9.000.0%
WHITTIER OF NEVADA#194 · 3 sh$8.00-50.0%
RMG Wealth Management#195 · 3 sh$8.00New
Westside Investment Management#196 · 2 sh$6.00New
Physician Wealth Advisors#197 · 2 sh$6.000.0%
Federation des caisses Desjardins du Quebec#198 · 1 sh$3.000.0%
TSFG#199 · 1 sh$0.000.0%
Merrithew & Thorsten#200 · 150 sh$0.00+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.