STATE STREET CORP (STT) — Institutional Holders, Q2 2026 (page 20)
2,061 institutional investment managers reported a STT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $56.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,901 to 2,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
STT 13F holders ranked 1,901–2,000 of 2,061
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Bell Investment Advisors#1901 · 165 sh | 165 | $28.0K | <0.01% | 0.0% |
| 1902 | First Command Advisory Services#1902 · 1,302 sh | 1,302 | $28.0K | <0.01% | +213.0% |
| 1903 | Activest Wealth Management#1903 · 407 sh | 407 | $27.6K | — | -41.3% |
| 1904 | MJT & Associates Financial Advisory Group#1904 · 243 sh | 243 | $27.2K | — | 0.0% |
| 1905 | OGOREK ANTHONY JOSEPH /NY#1905 · 160 sh | 160 | $27.0K | <0.01% | -17.9% |
| 1906 | Philadelphia Investment Partners#1906 · 152 sh | 152 | $25.9K | 0.02% | +0.7% |
| 1907 | KERR FINANCIAL PLANNING#1907 · 229 sh | 229 | $25.6K | 0.03% | -33.0% |
| 1908 | CDKV#1908 · 228 sh | 228 | $25.6K | 0.02% | 0.0% |
| 1909 | Richard W. Paul & Associates#1909 · 559 sh | 559 | $24.7K | <0.01% | 0.0% |
| 1910 | Halbert, Hargrove/Russell#1910 · 335 sh | 335 | $24.1K | — | +3.1% |
| 1911 | Whipplewood Advisors#1911 · 142 sh | 142 | $24.1K | — | -47.8% |
| 1912 | Game Plan Financial Advisors#1912 · 385 sh | 385 | $24.0K | <0.01% | +406.6% |
| 1913 | Providence Capital Advisors#1913 · 139 sh | 139 | $23.6K | <0.01% | -99.5% |
| 1914 | NVWM#1914 · 467 sh | 467 | $23.3K | — | +0.4% |
| 1915 | Bollard Group#1915 · 524 sh | 524 | $23.0K | <0.01% | -16.8% |
| 1916 | North Star Investment Management#1916 · 133 sh | 133 | $22.6K | <0.01% | -31.1% |
| 1917 | Archer Investment#1917 · 235 sh | 235 | $22.0K | <0.01% | +108.0% |
| 1918 | OXFORD FINANCIAL GROUP, LTD.#1918 · 500 sh | 500 | $22.0K | <0.01% | 0.0% |
| 1919 | United Financial Planning Group#1919 · 280 sh | 280 | $22.0K | 0.01% | 0.0% |
| 1920 | Comprehensive Financial Planning#1920 · 194 sh | 194 | $21.7K | 0.01% | 0.0% |
| 1921 | Aventura Private Wealth#1921 · 469 sh | 469 | $21.4K | <0.01% | -20.1% |
| 1922 | Copeland Capital Management#1922 · 141 sh | 141 | $21.2K | — | +56.7% |
| 1923 | LifeSteps Financial#1923 · 194 sh | 194 | $21.1K | — | New |
| 1924 | HIGHLINE WEALTH PARTNERS#1924 · 346 sh | 346 | $21.0K | — | +810.5% |
| 1925 | Hughes Financial Services#1925 · 163 sh | 163 | $21.0K | <0.01% | +9.4% |
| 1926 | Ritter Daniher Financial Advisory / DE#1926 · 123 sh | 123 | $20.9K | <0.01% | 0.0% |
| 1927 | Cornerstone Financial Management#1927 · 123 sh | 123 | $20.9K | 0.02% | +53.8% |
| 1928 | Wellington Grp#1928 · 503 sh | 503 | $20.5K | <0.01% | 0.0% |
| 1929 | Fortitude Family Office#1929 · 121 sh | 121 | $20.5K | — | +14.2% |
| 1930 | CONSULTIVA WEALTH MANAGEMENT#1930 · 297 sh | 297 | $20.4K | 0.05% | 0.0% |
| 1931 | Viewpoint Capital Management#1931 · 450 sh | 450 | $19.8K | 0.01% | -65.3% |
| 1932 | Torren Management#1932 · 115 sh | 115 | $19.5K | <0.01% | 0.0% |
| 1933 | Accordant Advisory Group#1933 · 115 sh | 115 | $19.5K | 0.01% | 0.0% |
| 1934 | Barnes Dennig Private Wealth Management#1934 · 442 sh | 442 | $19.5K | 0.02% | +1.8% |
| 1935 | BankPlus Department#1935 · 468 sh | 468 | $19.0K | <0.01% | 0.0% |
| 1936 | Morton Brown Family Wealth#1936 · 112 sh | 112 | $19.0K | — | +4.7% |
| 1937 | Strengthening Families & Communities#1937 · 415 sh | 415 | $18.8K | — | +2.0% |
| 1938 | Kemnay Advisory Services#1938 · 109 sh | 109 | $18.5K | <0.01% | +13.5% |
| 1939 | PITTENGER & ANDERSON#1939 · 104 sh | 104 | $17.6K | <0.01% | 0.0% |
| 1940 | Advanced Asset Management Advisors#1940 · 397 sh | 397 | $17.5K | — | 0.0% |
| 1941 | Robinswood Financial#1941 · 391 sh | 391 | $17.3K | — | +0.5% |
| 1942 | Marquette Asset Management#1942 · 101 sh | 101 | $17.1K | — | 0.0% |
| 1943 | STANCE CAPITAL#1943 · 100 sh | 100 | $17.0K | <0.01% | New |
| 1944 | Kozak & Associates#1944 · 146 sh | 146 | $16.2K | <0.01% | 0.0% |
| 1945 | Godfrey Financial Associates#1945 · 177 sh | 177 | $16.0K | 0.01% | 0.0% |
| 1946 | Covestor Ltd#1946 · 103 sh | 103 | $16.0K | <0.01% | -65.6% |
| 1947 | Quest 10 Wealth Builders#1947 · 173 sh | 173 | $15.8K | 0.01% | +6.8% |
| 1948 | Physician Wealth Advisors#1948 · 93 sh | 93 | $15.8K | — | +34.8% |
| 1949 | N.E.W. Advisory Services#1949 · 293 sh | 293 | $15.7K | <0.01% | +2.1% |
| 1950 | Decker Retirement Planning#1950 · 92 sh | 92 | $15.6K | — | New |
| 1951 | Heritage Wealth Advisors#1951 · 227 sh | 227 | $15.6K | <0.01% | New |
| 1952 | Biltmore Family Office#1952 · 351 sh | 351 | $15.5K | <0.01% | +3.8% |
| 1953 | Investors Portfolio Services#1953 · 335 sh | 335 | $15.3K | 0.01% | +0.9% |
| 1954 | Catherine Avery Investment Management#1954 · 342 sh | 342 | $15.1K | — | New |
| 1955 | Global Asset Management#1955 · 88 sh | 88 | $14.9K | — | 0.0% |
| 1956 | MOTCO#1956 · 86 sh | 86 | $14.6K | <0.01% | +7.5% |
| 1957 | Paladin Partners#1957 · 85 sh | 85 | $14.4K | — | 0.0% |
| 1958 | Kilter Group#1958 · 84 sh | 84 | $14.2K | <0.01% | -9.7% |
| 1959 | Bare Financial Services#1959 · 209 sh | 209 | $14.2K | <0.01% | +20.1% |
| 1960 | TOUNJIAN ADVISORY PARTNERS#1960 · 128 sh | 128 | $14.1K | <0.01% | -97.2% |
| 1961 | High Note Wealth#1961 · 81 sh | 81 | $13.7K | <0.01% | +15.7% |
| 1962 | RAFFA WEALTH MANAGEMENT#1962 · 78 sh | 78 | $13.2K | <0.01% | +11.4% |
| 1963 | Imprint Wealth#1963 · 297 sh | 297 | $13.1K | 0.05% | 0.0% |
| 1964 | REAP Financial Group#1964 · 116 sh | 116 | $13.0K | <0.01% | +0.9% |
| 1965 | UNION SAVINGS BANK#1965 · 75 sh | 75 | $12.7K | — | 0.0% |
| 1966 | VISION FINANCIAL MARKETS#1966 · 286 sh | 286 | $12.6K | — | +0.4% |
| 1967 | Addison Advisors#1967 · 74 sh | 74 | $12.6K | <0.01% | -89.6% |
| 1968 | Dogwood Wealth Management#1968 · 74 sh | 74 | $12.6K | <0.01% | +10.4% |
| 1969 | Rice Partnership#1969 · 278 sh | 278 | $12.2K | <0.01% | 0.0% |
| 1970 | Davis Capital Management#1970 · 256 sh | 256 | $12.0K | — | -83.3% |
| 1971 | Frazier Financial Advisors#1971 · 223 sh | 223 | $11.8K | <0.01% | -0.9% |
| 1972 | VALLEY NATIONAL ADVISERS#1972 · 86 sh | 86 | $11.4K | — | +4.9% |
| 1973 | Pacifica Partners#1973 · 246 sh | 246 | $11.0K | — | 0.0% |
| 1974 | Accent Capital Management#1974 · 63 sh | 63 | $10.7K | <0.01% | New |
| 1975 | Bay Harbor Wealth Management#1975 · 61 sh | 61 | $10.3K | <0.01% | +38.6% |
| 1976 | Founders Financial Alliance#1976 · 186 sh | 186 | $10.3K | <0.01% | +19.2% |
| 1977 | ICON ADVISERS#1977 · 60 sh | 60 | $10.2K | <0.01% | New |
| 1978 | MARK SHEPTOFF FINANCIAL PLANNING#1978 · 215 sh | 215 | $9.5K | <0.01% | 0.0% |
| 1979 | Financial Perspectives#1979 · 213 sh | 213 | $9.4K | <0.01% | +0.9% |
| 1980 | WEST PACES ADVISORS#1980 · 54 sh | 54 | $9.2K | — | New |
| 1981 | Buck Wealth Strategies#1981 · 179 sh | 179 | $9.1K | <0.01% | New |
| 1982 | Olistico Wealth#1982 · 50 sh | 50 | $8.6K | — | 0.0% |
| 1983 | WOLFF WIESE MAGANA#1983 · 50 sh | 50 | $8.5K | — | 0.0% |
| 1984 | Osbon Capital Management#1984 · 123 sh | 123 | $8.4K | <0.01% | 0.0% |
| 1985 | Fairman Group#1985 · 49 sh | 49 | $8.3K | — | 0.0% |
| 1986 | ABOUND FINANCIAL#1986 · 74 sh | 74 | $8.3K | <0.01% | 0.0% |
| 1987 | Rakuten Securities#1987 · 68 sh | 68 | $8.1K | <0.01% | -74.4% |
| 1988 | Kingdom Financial Group#1988 · 157 sh | 157 | $8.1K | <0.01% | New |
| 1989 | Key Capital Management#1989 · 140 sh | 140 | $7.9K | <0.01% | +16.7% |
| 1990 | Wagner Wealth Management#1990 · 179 sh | 179 | $7.9K | — | New |
| 1991 | Colonial Advisors#1991 · 46 sh | 46 | $7.8K | <0.01% | 0.0% |
| 1992 | BOK Financial Private Wealth#1992 · 43 sh | 43 | $7.3K | <0.01% | New |
| 1993 | Rosenberg Matthew Hamilton#1993 · 47 sh | 47 | $7.2K | — | 0.0% |
| 1994 | Brooklyn FI#1994 · 147 sh | 147 | $7.1K | <0.01% | New |
| 1995 | Nalls Sherbakoff Group#1995 · 152 sh | 152 | $6.7K | <0.01% | -78.8% |
| 1996 | HighMark Wealth Management#1996 · 150 sh | 150 | $6.6K | <0.01% | New |
| 1997 | Gold Investment Management Ltd.#1997 · 145 sh | 145 | $6.4K | — | 0.0% |
| 1998 | Lodestone Wealth Management#1998 · 131 sh | 131 | $5.8K | — | 0.0% |
| 1999 | Beaird Harris Wealth Management#1999 · 33 sh | 33 | $5.6K | <0.01% | 0.0% |
| 2000 | DiNuzzo Private Wealth#2000 · 33 sh | 33 | $5.6K | — | 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.