TORONTO DOMINION BANK (TD) — Institutional Holders, Q2 2026 (page 5)
905 institutional investment managers reported a TD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $97.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TD 13F holders ranked 401–500 of 905
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Carnegie Lake Advisors#401 · 7,299 sh | 7,299 | $886.3K | 0.33% | 0.0% |
| 402 | SAGESPRING WEALTH PARTNERS#402 · 7,292 sh | 7,292 | $885.5K | — | -2.5% |
| 403 | Checchi Capital Advisers#403 · 7,173 sh | 7,173 | $871.0K | 0.04% | -0.3% |
| 404 | Waterloo Capital, L.P.#404 · 7,045 sh | 7,045 | $855.5K | 0.05% | New |
| 405 | IFG Advisory#405 · 7,045 sh | 7,045 | $855.5K | 0.03% | New |
| 406 | Old Port Advisors#406 · 7,030 sh | 7,030 | $853.7K | — | -0.1% |
| 407 | Gateway Wealth Partners#407 · 7,006 sh | 7,006 | $850.7K | 0.05% | -28.3% |
| 408 | WESBANCO BANK#408 · 6,942 sh | 6,942 | $843.0K | 0.02% | +1.4% |
| 409 | Apollon Wealth Management#409 · 6,926 sh | 6,926 | $841.0K | — | -3.3% |
| 410 | WELLINGTON-ALTUS USA#410 · 8,449 sh | 8,449 | $813.4K | 0.58% | +3.6% |
| 411 | Parallel Advisors#411 · 6,679 sh | 6,679 | $811.1K | 0.01% | +4.7% |
| 412 | Allworth Financial#412 · 6,668 sh | 6,668 | $809.7K | <0.01% | +46.2% |
| 413 | Mystic Asset Management#413 · 6,661 sh | 6,661 | $808.8K | — | -1.5% |
| 414 | Emergent Wealth Advisors#414 · 4,057 sh | 4,057 | $808.6K | — | +61.4% |
| 415 | Net Worth Advisory Group#415 · 6,640 sh | 6,640 | $806.2K | — | +1.5% |
| 416 | SHP Wealth Management#416 · 6,609 sh | 6,609 | $802.5K | 0.06% | 0.0% |
| 417 | Merit Financial Group#417 · 6,554 sh | 6,554 | $795.9K | <0.01% | +6.3% |
| 418 | Greenfield Savings Bank#418 · 6,440 sh | 6,440 | $782.0K | — | 0.0% |
| 419 | Ranch Capital Advisors#419 · 6,416 sh | 6,416 | $779.1K | 0.25% | 0.0% |
| 420 | EDMOND DE ROTHSCHILD HOLDING S.A.#420 · 6,408 sh | 6,408 | $776.2K | 0.01% | New |
| 421 | KEYNOTE FINANCIAL SERVICES#421 · 6,312 sh | 6,312 | $766.5K | 0.36% | 0.0% |
| 422 | Fidelis Capital Partners#422 · 6,224 sh | 6,224 | $755.8K | 0.04% | New |
| 423 | NATURAL INVESTMENTS#423 · 6,220 sh | 6,220 | $755.0K | 0.17% | -0.4% |
| 424 | Kohmann Bosshard Financial Services#424 · 6,140 sh | 6,140 | $745.6K | 0.06% | 0.0% |
| 425 | OPPENHEIMER#425 · 6,065 sh | 6,065 | $736.5K | — | -2.1% |
| 426 | HB Wealth Management#426 · 6,042 sh | 6,042 | $733.7K | — | +9.6% |
| 427 | CABOT WEALTH MANAGEMENT#427 · 6,032 sh | 6,032 | $732.5K | 0.07% | 0.0% |
| 428 | TWO SIGMA SECURITIES#428 · 6,032 sh | 6,032 | $732.5K | 0.06% | New |
| 429 | Pure Financial Advisors#429 · 5,962 sh | 5,962 | $724.0K | <0.01% | +5.2% |
| 430 | DAVIS R M#430 · 5,949 sh | 5,949 | $722.4K | 0.01% | 0.0% |
| 431 | Edgestream Partners, L.P.#431 · 5,918 sh | 5,918 | $718.6K | 0.02% | +94.0% |
| 432 | Aprio Wealth Management#432 · 5,912 sh | 5,912 | $717.9K | 0.04% | +9.2% |
| 433 | Kathmere Capital Management#433 · 5,895 sh | 5,895 | $715.8K | — | +42.5% |
| 434 | Avanza Fonder AB#434 · 4,117 sh | 4,117 | $709.9K | — | New |
| 435 | Chicago Partners Investment Group#435 · 5,942 sh | 5,942 | $708.4K | — | +3.6% |
| 436 | Clearstead Advisors#436 · 5,811 sh | 5,811 | $705.6K | <0.01% | +78.6% |
| 437 | ADELL HARRIMAN & CARPENTER#437 · 5,805 sh | 5,805 | $704.9K | 0.04% | -2.4% |
| 438 | UNITED CAPITAL FINANCIAL ADVISORS#438 · 5,680 sh | 5,680 | $689.7K | <0.01% | +13.1% |
| 439 | J.W. COLE ADVISORS#439 · 5,643 sh | 5,643 | $685.2K | 0.01% | New |
| 440 | Marble Harbor Investment Counsel#440 · 5,617 sh | 5,617 | $682.1K | 0.07% | +0.6% |
| 441 | One Capital Management#441 · 7,269 sh | 7,269 | $676.9K | 0.02% | 0.0% |
| 442 | SlateStone Wealth#442 · 5,544 sh | 5,544 | $673.0K | 0.05% | 0.0% |
| 443 | Financial & Tax Architects#443 · 5,535 sh | 5,535 | $672.1K | — | -17.1% |
| 444 | Ascent Group#444 · 5,533 sh | 5,533 | $671.9K | 0.02% | +3.8% |
| 445 | CARY STREET PARTNERS FINANCIAL#445 · 5,490 sh | 5,490 | $666.6K | 0.01% | +1.5% |
| 446 | BENNETT SELBY INVESTMENTS#446 · 5,474 sh | 5,474 | $664.8K | — | 0.0% |
| 447 | World Investment Advisors#447 · 6,619 sh | 6,619 | $663.8K | 0.01% | -13.9% |
| 448 | MAI Capital Management#448 · 5,456 sh | 5,456 | $662.6K | <0.01% | +64.9% |
| 449 | Legacy Financial Advisors#449 · 5,338 sh | 5,338 | $648.2K | 0.08% | -3.1% |
| 450 | Wealth Management Associates#450 · 5,279 sh | 5,279 | $641.0K | 0.18% | +0.3% |
| 451 | BLAIR WILLIAM#451 · 5,259 sh | 5,259 | $638.6K | <0.01% | -49.2% |
| 452 | Twin Tree Management#452 · 5,220 sh | 5,220 | $633.9K | 0.01% | -82.9% |
| 453 | M. Kulyk & Associates#453 · 5,212 sh | 5,212 | $632.9K | 0.10% | -33.8% |
| 454 | WASHINGTON#454 · 5,170 sh | 5,170 | $627.8K | — | 0.0% |
| 455 | Westover Capital Advisors#455 · 5,140 sh | 5,140 | $624.1K | — | +58.1% |
| 456 | Income Insurance Ltd#456 · 5,135 sh | 5,135 | $624.1K | — | 0.0% |
| 457 | Global Retirement Partners#457 · 5,088 sh | 5,088 | $617.8K | <0.01% | — |
| 458 | WRIGHT INVESTORS SERVICE#458 · 5,060 sh | 5,060 | $614.4K | 0.17% | -6.0% |
| 459 | Next Level Private#459 · 5,023 sh | 5,023 | $609.9K | — | 0.0% |
| 460 | Manske Wealth Management#460 · 5,021 sh | 5,021 | $609.7K | — | -1.6% |
| 461 | Baird Financial Group#461 · 4,965 sh | 4,965 | $602.9K | <0.01% | -13.6% |
| 462 | Point72 Asset Management, L.P.#462 · 4,992 sh | 4,992 | $602.2K | <0.01% | -92.6% |
| 463 | ASSETMARK#463 · 4,946 sh | 4,946 | $600.6K | — | +153.0% |
| 464 | Larry Mathis Financial Planning#464 · 4,941 sh | 4,941 | $600.0K | — | New |
| 465 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#465 · 4,926 sh | 4,926 | $598.2K | <0.01% | 0.0% |
| 466 | Boston Walden#466 · 4,900 sh | 4,900 | $595.0K | <0.01% | -9.3% |
| 467 | BAR HARBOR WEALTH MANAGEMENT#467 · 4,890 sh | 4,890 | $593.8K | — | 0.0% |
| 468 | Hemenway#468 · 4,875 sh | 4,875 | $592.0K | 0.04% | -2.2% |
| 469 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#469 · 4,853 sh | 4,853 | $589.3K | 0.07% | 0.0% |
| 470 | MQS Management#470 · 4,851 sh | 4,851 | $589.1K | 0.72% | -7.5% |
| 471 | GREAT VALLEY ADVISOR GROUP#471 · 4,797 sh | 4,797 | $582.5K | <0.01% | -0.2% |
| 472 | DAVENPORT#472 · 4,769 sh | 4,769 | $579.1K | — | -20.4% |
| 473 | Empirical Asset Management#473 · 4,747 sh | 4,747 | $576.4K | 0.13% | +28.0% |
| 474 | Prospera Financial Services#474 · 4,744 sh | 4,744 | $576.2K | <0.01% | +9.1% |
| 475 | CIBC Bancorp USA#475 · 3,764 sh | 3,764 | $576.2K | <0.01% | +13.5% |
| 476 | Verdence Capital Advisors#476 · 4,741 sh | 4,741 | $575.7K | — | +0.4% |
| 477 | SWISS RE LTD#477 · 4,732 sh | 4,732 | $575.1K | 0.05% | +777.9% |
| 478 | WASATCH ADVISORS#478 · 4,720 sh | 4,720 | $573.3K | — | +4.5% |
| 479 | TOWER BRIDGE ADVISORS#479 · 4,699 sh | 4,699 | $570.6K | 0.05% | -7.2% |
| 480 | Fiduciary Group#480 · 4,663 sh | 4,663 | $566.2K | 0.04% | +0.4% |
| 481 | Oslo Pensjonsforsikring AS#481 · 4,600 sh | 4,600 | $559.1K | — | -9.8% |
| 482 | Powers Advisory Group#482 · 4,538 sh | 4,538 | $551.0K | — | 0.0% |
| 483 | Focus Partners Advisor Solutions#483 · 4,524 sh | 4,524 | $549.3K | <0.01% | +8.4% |
| 484 | Wealthspire Advisors#484 · 4,522 sh | 4,522 | $549.1K | <0.01% | +24.3% |
| 485 | Ashton Thomas Private Wealth#485 · 4,505 sh | 4,505 | $547.0K | 0.01% | -6.5% |
| 486 | FARMERS & MERCHANTS INVESTMENTS#486 · 4,500 sh | 4,500 | $546.4K | — | -0.7% |
| 487 | CITIZENS FINANCIAL GROUP#487 · 4,455 sh | 4,455 | $541.0K | — | +1.3% |
| 488 | Sky Investment Group#488 · 4,446 sh | 4,446 | $539.9K | 0.08% | -3.2% |
| 489 | Diversify Advisory Services#489 · 4,380 sh | 4,380 | $524.1K | — | +114.5% |
| 490 | DIVERSIFY WEALTH MANAGEMENT#490 · 4,380 sh | 4,380 | $524.1K | — | -4.5% |
| 491 | Rehmann Capital Advisory Group#491 · 4,313 sh | 4,313 | $523.8K | 0.02% | -3.0% |
| 492 | PARSONS CAPITAL MANAGEMENT#492 · 4,278 sh | 4,278 | $519.5K | — | -2.1% |
| 493 | MAVERICK CAPITAL LTD#493 · 4,262 sh | 4,262 | $517.7K | <0.01% | +13.1% |
| 494 | Cordatus Wealth Management#494 · 4,241 sh | 4,241 | $515.0K | — | +8.7% |
| 495 | ASPIRIANT#495 · 4,240 sh | 4,240 | $514.9K | — | +77.5% |
| 496 | Grey Ledge Advisors#496 · 4,239 sh | 4,239 | $514.7K | 0.10% | -11.4% |
| 497 | Sowell Financial Services#497 · 4,189 sh | 4,189 | $508.7K | — | -16.0% |
| 498 | Warner Group#498 · 4,144 sh | 4,144 | $503.2K | 0.12% | New |
| 499 | Columbia Asset Management#499 · 4,135 sh | 4,135 | $502.1K | — | 0.0% |
| 500 | Waverly Advisors#500 · 4,134 sh | 4,134 | $502.0K | <0.01% | -5.6% |
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.