SIRIUS XM HOLDINGS INC. (SIRI) — Institutional Holders, Q2 2026 (page 6)

604 institutional investment managers reported a SIRI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

SIRI 13F holders ranked 501–600 of 604

Institutional investors reporting a position in SIRIUS XM HOLDINGS INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Ares Financial Consulting#501 · 168 sh$5.0K0.0%
Strive Financial Group#502 · 165 sh$4.9K0.0%
Archer Investment#503 · 160 sh$4.7K+0.6%
West Financial Advisors#504 · 155 sh$4.6K+0.6%
COMPASS FINANCIAL MANAGEMENT#505 · 148 sh$4.5K—
Rialto Wealth Management#506 · 146 sh$4.3K+30.4%
Capital Advisors, Ltd.#507 · 135 sh$4.0K0.0%
Continuum Advisory#508 · 131 sh$3.9KNew
CREATIVE FINANCIAL DESIGNS#509 · 131 sh$3.9K+12.9%
MCDONALD PARTNERS#510 · 130 sh$3.8KNew
Strategic Investment Solutions#511 · 128 sh$3.8K0.0%
Rachor Investment Advisory Services#512 · 127 sh$3.7K+0.8%
Bell Investment Advisors#513 · 126 sh$3.7K0.0%
Valued Wealth Advisors#514 · 117 sh$3.5K0.0%
Keating Financial Advisory Services#515 · 114 sh$3.4K+50.0%
Vermillion Wealth Management#516 · 112 sh$3.3K-17.6%
Millstone Evans Group#517 · 111 sh$3.3K0.0%
Kimelman & Baird#518 · 110 sh$3.3K0.0%
New England Capital Financial Advisors#519 · 110 sh$3.3K0.0%
Princeton Global Asset Management#520 · 108 sh$3.2K0.0%
TOUNJIAN ADVISORY PARTNERS#521 · 105 sh$3.1KNew
Fortitude Family Office#522 · 103 sh$3.0K+90.7%
Capital Analysts#523 · 104 sh$3.0K+1.0%
Cornerstone Planning Group#524 · 100 sh$3.0K0.0%
PRIVATE NA#525 · 100 sh$3.0K-88.3%
City State Bank#526 · 100 sh$3.0K0.0%
CGC Financial Services#527 · 100 sh$3.0K0.0%
Vision Retirement#528 · 100 sh$3.0K0.0%
Caldwell#529 · 100 sh$3.0K0.0%
CULLEN/FROST BANKERS#530 · 100 sh$3.0K0.0%
ST GERMAIN D J#531 · 100 sh$3.0K0.0%
ACTION POINT FINANCIAL PLANNING#532 · 96 sh$2.8KNew
Cherry Tree Wealth Management#533 · 92 sh$2.7K0.0%
Center for Financial Planning#534 · 88 sh$2.6K0.0%
OF TOLEDO NA#535 · 84 sh$2.5K0.0%
EVERMAY WEALTH MANAGEMENT#536 · 80 sh$2.4K0.0%
FINANCIAL CONSULATE#537 · 76 sh$2.2K0.0%
Physician Wealth Advisors#538 · 73 sh$2.2K0.0%
AMERIFLEX GROUP#539 · 72 sh$2.1K+1700.0%
Bruce G. Allen Investments#540 · 68 sh$2.0K+30.8%
CX Institutional#541 · 75 sh$2.0K0.0%
OF VERMONT#542 · 66 sh$1.9K—
CALDWELL SUTTER CAPITAL#543 · 65 sh$1.9K0.0%
Glass Jacobson Investment Advisors#544 · 60 sh$1.8K0.0%
Key FInancial#545 · 56 sh$1.7K0.0%
Basepoint Wealth#546 · 54 sh$1.6K+1.9%
Crews Bank#547 · 50 sh$1.5K0.0%
Creative Capital Management Investments#548 · 49 sh$1.4K+880.0%
Kilter Group#549 · 41 sh$1.2K0.0%
COUNTRY BANK#550 · 40 sh$1.2K0.0%
GILL CAPITAL PARTNERS#551 · 40 sh$1.2K+100.0%
Smartleaf Asset Management#552 · 37 sh$1.1K0.0%
Align Financial#553 · 35 sh$1.0K0.0%
SouthState Bank#554 · 32 sh$946.00+18.5%
HIGHLINE WEALTH PARTNERS#555 · 32 sh$945.00+23.1%
Cromwell#556 · 31 sh$916.000.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#557 · 30 sh$899.000.0%
SALEM INVESTMENT COUNSELORS#558 · 30 sh$887.000.0%
N.E.W. Advisory Services#559 · 28 sh$827.000.0%
HFM Investment Advisors#560 · 26 sh$769.00+271.4%
RAFFA WEALTH MANAGEMENT#561 · 25 sh$739.00+13.6%
Pacific Center for Financial Services#562 · 25 sh$739.000.0%
Silicon Valley Capital Partners#563 · 24 sh$694.00+4.3%
TFC Financial Management#564 · 23 sh$680.000.0%
Bay Harbor Wealth Management#565 · 21 sh$620.00+600.0%
Moisand Fitzgerald Tamayo#566 · 20 sh$591.000.0%
Boreal Capital Management#567 · 20 sh$591.000.0%
RMG Wealth Management#568 · 20 sh$569.00New
Leo H. Evart#569 · 19 sh$561.000.0%
Bravera Wealth#570 · 18 sh$532.000.0%
MV CAPITAL MANAGEMENT#571 · 16 sh$473.00+23.1%
SOA Wealth Advisors#572 · 13 sh$384.000.0%
James T. Borello RIA#573 · 13 sh$384.000.0%
VALLEY NATIONAL ADVISERS#574 · 12 sh$352.00New
Trust Co#575 · 10 sh$299.000.0%
Transamerica Financial Advisors#576 · 10 sh$295.00-16.7%
Financial Management Professionals#577 · 10 sh$295.00New
Truvestments Capital#578 · 10 sh$295.00-98.3%
DUNCKER STREETT#579 · 8 sh$236.000.0%
Stone House Investment Management#580 · 8 sh$236.00New
Washington Advisors#581 · 8 sh$236.00New
Wealth Enhancement Services#582 · 8 sh$236.00New
AdvisorNet Financial#583 · 7 sh$207.00+40.0%
JPL Wealth Management#584 · 7 sh$207.00+250.0%
Clark Wealth Partners#585 · 7 sh$207.000.0%
MARYLAND CAPITAL ADVISORS#586 · 6 sh$178.00—
Minot DeBlois Advisors#587 · 6 sh$177.000.0%
Hughes Financial Services#588 · 6 sh$177.00+20.0%
DecisionPoint Financial#589 · 5 sh$150.00New
Axiom Investment Management#590 · 5 sh$148.000.0%
Dunhill Financial#591 · 4 sh$123.000.0%
Principia Wealth Advisory#592 · 4 sh$118.00New
Robinswood Financial#593 · 2 sh$78.00New
Graney & King#594 · 2 sh$64.000.0%
Triumph Capital Management#595 · 2 sh$60.00+100.0%
1620 INVESTMENT ADVISORS#596 · 2 sh$59.000.0%
WHITTIER OF NEVADA#597 · 1 sh$31.00-99.4%
Davis Capital Management#598 · 1 sh$30.00New
Ronald Blue#599 · 1 sh$30.00-99.6%
Central Pacific Bank - Division#600 · 1 sh$30.000.0%

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.