SS&C Technologies Holdings Inc (SSNC) — Institutional Holders, Q2 2026 (page 7)
730 institutional investment managers reported a SSNC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.6B. 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.
SSNC 13F holders ranked 601–700 of 730
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Institute for Wealth Management#601 · 445 sh | 445 | $27.6K | <0.01% | New |
| 602 | ROYAL LONDON ASSET MANAGEMENT LTD#602 · 444 sh | 444 | $27.6K | <0.01% | 0.0% |
| 603 | ZRC WEALTH MANAGEMENT#603 · 385 sh | 385 | $23.9K | — | +363.9% |
| 604 | WHITTIER#604 · 348 sh | 348 | $22.7K | <0.01% | +1.2% |
| 605 | Silver Grove Financial Group#605 · 362 sh | 362 | $22.5K | 0.01% | New |
| 606 | SALEM INVESTMENT COUNSELORS#606 · 355 sh | 355 | $22.0K | — | -11.2% |
| 607 | N.E.W. Advisory Services#607 · 350 sh | 350 | $21.7K | <0.01% | 0.0% |
| 608 | ENTRUST FINANCIAL#608 · 339 sh | 339 | $21.0K | 0.01% | +20.2% |
| 609 | Caldwell#609 · 324 sh | 324 | $20.1K | <0.01% | 0.0% |
| 610 | CoreCap Advisors#610 · 320 sh | 320 | $19.9K | — | +1354.5% |
| 611 | Basecamp Wealth Advisors#611 · 304 sh | 304 | $18.9K | <0.01% | +135.7% |
| 612 | PRIVATE NA#612 · 298 sh | 298 | $18.5K | — | -8.3% |
| 613 | Rossby Financial, LCC#613 · 297 sh | 297 | $18.4K | <0.01% | +1.0% |
| 614 | GW&K Investment Management#614 · 279 sh | 279 | $17.0K | <0.01% | 0.0% |
| 615 | Kemnay Advisory Services#615 · 270 sh | 270 | $16.8K | <0.01% | New |
| 616 | JFS WEALTH ADVISORS#616 · 260 sh | 260 | $16.1K | <0.01% | -5.5% |
| 617 | MassMutual Private Wealth & , FSB#617 · 257 sh | 257 | $15.9K | — | -32.2% |
| 618 | United Community Bank#618 · 238 sh | 238 | $14.8K | <0.01% | 0.0% |
| 619 | 1015 Capital Partners#619 · 238 sh | 238 | $14.8K | 0.01% | -0.8% |
| 620 | HARBOUR INVESTMENTS#620 · 238 sh | 238 | $14.8K | <0.01% | +16.7% |
| 621 | CVA Family Office#621 · 231 sh | 231 | $14.3K | <0.01% | -36.2% |
| 622 | Hilton Head Capital Partners#622 · 229 sh | 229 | $14.2K | — | -4.2% |
| 623 | WPG Advisers#623 · 225 sh | 225 | $14.0K | <0.01% | -3.0% |
| 624 | MEEDER ASSET MANAGEMENT#624 · 221 sh | 221 | $13.7K | <0.01% | +61.3% |
| 625 | Private Wealth Asset Management#625 · 214 sh | 214 | $13.3K | <0.01% | 0.0% |
| 626 | First Command Advisory Services#626 · 209 sh | 209 | $13.0K | <0.01% | +42.2% |
| 627 | ATWOOD & PALMER#627 · 207 sh | 207 | $12.8K | — | 0.0% |
| 628 | First Pacific Financial#628 · 200 sh | 200 | $12.4K | — | +38.9% |
| 629 | Fortitude Family Office#629 · 197 sh | 197 | $12.2K | — | +35.9% |
| 630 | SJS Investment Consulting#630 · 195 sh | 195 | $12.1K | — | +242.1% |
| 631 | Torren Management#631 · 188 sh | 188 | $11.7K | <0.01% | 0.0% |
| 632 | Keating Financial Advisory Services#632 · 180 sh | 180 | $11.2K | <0.01% | +252.9% |
| 633 | Capital Advisors, Ltd.#633 · 176 sh | 176 | $11.0K | <0.01% | -17.0% |
| 634 | OGOREK ANTHONY JOSEPH /NY#634 · 180 sh | 180 | $11.0K | <0.01% | +350.0% |
| 635 | THURSTON, SPRINGER, MILLER, HERD & TITAK#635 · 162 sh | 162 | $10.1K | — | 0.0% |
| 636 | VALLEY NATIONAL ADVISERS#636 · 159 sh | 159 | $9.9K | — | -32.9% |
| 637 | Community Bank, N.A.#637 · 154 sh | 154 | $9.6K | <0.01% | New |
| 638 | West Branch Capital#638 · 142 sh | 142 | $8.8K | — | 0.0% |
| 639 | Bell Investment Advisors#639 · 141 sh | 141 | $8.8K | <0.01% | +53.3% |
| 640 | TD Waterhouse Canada#640 · 135 sh | 135 | $8.6K | — | 0.0% |
| 641 | NBC SECURITIES#641 · 137 sh | 137 | $8.5K | — | +280.6% |
| 642 | JPL Wealth Management#642 · 131 sh | 131 | $8.1K | <0.01% | +22.4% |
| 643 | Marquette Asset Management#643 · 122 sh | 122 | $7.6K | — | +281.2% |
| 644 | ACTION POINT FINANCIAL PLANNING#644 · 120 sh | 120 | $7.4K | <0.01% | New |
| 645 | Owl Creek Wealth Partners#645 · 113 sh | 113 | $7.0K | — | -57.0% |
| 646 | Community Financial Services Group#646 · 109 sh | 109 | $7.0K | — | -50.0% |
| 647 | Crewe Advisors#647 · 107 sh | 107 | $6.6K | <0.01% | +9.2% |
| 648 | Aventura Private Wealth#648 · 100 sh | 100 | $6.2K | <0.01% | 0.0% |
| 649 | Pinnacle Bancorp#649 · 98 sh | 98 | $6.1K | — | 0.0% |
| 650 | CX Institutional#650 · 93 sh | 93 | $6.0K | — | New |
| 651 | Key FInancial#651 · 96 sh | 96 | $6.0K | <0.01% | 0.0% |
| 652 | HIGHLINE WEALTH PARTNERS#652 · 96 sh | 96 | $6.0K | — | 0.0% |
| 653 | SOA Wealth Advisors#653 · 89 sh | 89 | $5.5K | <0.01% | New |
| 654 | Farmers & Merchants of Chambersburg PA#654 · 78 sh | 78 | $5.0K | — | 0.0% |
| 655 | Benson Wealth Management#655 · 76 sh | 76 | $4.7K | <0.01% | 0.0% |
| 656 | Signature Equity Partners#656 · 75 sh | 75 | $4.7K | <0.01% | +13.6% |
| 657 | Princeton Global Asset Management#657 · 73 sh | 73 | $4.5K | — | New |
| 658 | Private Wealth Management Group#658 · 68 sh | 68 | $4.2K | — | -37.0% |
| 659 | Kilter Group#659 · 67 sh | 67 | $4.2K | <0.01% | +109.4% |
| 660 | Bogart Wealth#660 · 65 sh | 65 | $4.0K | <0.01% | +14.0% |
| 661 | BROWN BROTHERS HARRIMAN#661 · 60 sh | 60 | $3.7K | 0.00% | 0.0% |
| 662 | Bruce G. Allen Investments#662 · 59 sh | 59 | $3.7K | <0.01% | 0.0% |
| 663 | Spire Wealth Management#663 · 57 sh | 57 | $3.5K | <0.01% | -34.5% |
| 664 | GoalVest Advisory#664 · 53 sh | 53 | $3.3K | — | New |
| 665 | Caitong International Asset Management , Ltd#665 · 53 sh | 53 | $3.3K | <0.01% | New |
| 666 | Park Place Capital#666 · 53 sh | 53 | $3.3K | <0.01% | -53.9% |
| 667 | Concord Wealth Partners#667 · 50 sh | 50 | $3.1K | <0.01% | New |
| 668 | BOKF, NA#668 · 50 sh | 50 | $3.1K | 0.00% | New |
| 669 | Pinnacle Wealth Planning Services#669 · 49 sh | 49 | $3.0K | <0.01% | -60.8% |
| 670 | Coston, McIsaac & Partners#670 · 54 sh | 54 | $3.0K | <0.01% | 0.0% |
| 671 | Physician Wealth Advisors#671 · 48 sh | 48 | $3.0K | — | +23.1% |
| 672 | Creative Capital Management Investments#672 · 47 sh | 47 | $2.9K | <0.01% | New |
| 673 | Bay Harbor Wealth Management#673 · 43 sh | 43 | $2.7K | <0.01% | +65.4% |
| 674 | BARTLETT & WEALTH MANAGEMENT#674 · 43 sh | 43 | $2.7K | 0.00% | 0.0% |
| 675 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#675 · 40 sh | 40 | $2.6K | <0.01% | +29.0% |
| 676 | MATHER GROUP#676 · 41 sh | 41 | $2.5K | — | -35.9% |
| 677 | Cromwell#677 · 41 sh | 41 | $2.5K | <0.01% | +2.5% |
| 678 | DiNuzzo Private Wealth#678 · 40 sh | 40 | $2.5K | — | -2.4% |
| 679 | William B. Walkup & Associates#679 · 38 sh | 38 | $2.4K | <0.01% | New |
| 680 | MidFirst Bank#680 · 37 sh | 37 | $2.3K | <0.01% | New |
| 681 | Cornerstone Planning Group#681 · 34 sh | 34 | $2.3K | — | -19.0% |
| 682 | Avion Wealth#682 · 46 sh | 46 | $2.0K | <0.01% | +15.0% |
| 683 | TrueNorth#683 · 32 sh | 32 | $2.0K | <0.01% | +100.0% |
| 684 | Sunrise Financial Services#684 · 31 sh | 31 | $1.9K | — | 0.0% |
| 685 | UMB Bank, n.a.#685 · 30 sh | 30 | $1.9K | 0.00% | -28.6% |
| 686 | HM PAYSON#686 · 29 sh | 29 | $1.8K | 0.00% | 0.0% |
| 687 | TD Capital Management#687 · 29 sh | 29 | $1.8K | <0.01% | 0.0% |
| 688 | Purpose Unlimited#688 · 26 sh | 26 | $1.6K | <0.01% | -46.9% |
| 689 | HFM Investment Advisors#689 · 24 sh | 24 | $1.5K | <0.01% | +200.0% |
| 690 | SouthState Bank#690 · 23 sh | 23 | $1.4K | <0.01% | -43.9% |
| 691 | FIRST HORIZON NATIONAL#691 · 23 sh | 23 | $1.4K | — | -88.0% |
| 692 | HARBOR INVESTMENT ADVISORY#692 · 20 sh | 20 | $1.2K | — | 0.0% |
| 693 | Principia Wealth Advisory#693 · 20 sh | 20 | $1.2K | <0.01% | -37.5% |
| 694 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#694 · 18 sh | 18 | $1.1K | 0.00% | -69.0% |
| 695 | Cornerstone Financial Management#695 · 18 sh | 18 | $1.1K | <0.01% | -28.0% |
| 696 | AdvisorNet Financial#696 · 17 sh | 17 | $1.1K | — | -50.0% |
| 697 | BROWN, LISLE/CUMMINGS#697 · 17 sh | 17 | $1.1K | — | -39.3% |
| 698 | IFG Advisory#698 · 17 sh | 17 | $1.1K | 0.00% | New |
| 699 | SHP Wealth Management#699 · 16 sh | 16 | $993.00 | <0.01% | +220.0% |
| 700 | James T. Borello RIA#700 · 16 sh | 16 | $993.00 | — | -30.4% |
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.