TORONTO DOMINION BANK (TD) — Institutional Holders, Q2 2026 (page 7)
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 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.
TD 13F holders ranked 601–700 of 905
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | SUMMIT SECURITIES GROUP#601 · 2,700 sh | 2,700 | $327.9K | 0.03% | 0.0% |
| 602 | Modern Wealth Management#602 · 2,689 sh | 2,689 | $326.6K | <0.01% | New |
| 603 | PUFF WEALTH MANAGEMENT#603 · 2,680 sh | 2,680 | $325.4K | — | — |
| 604 | NorthRock Partners#604 · 2,671 sh | 2,671 | $324.3K | <0.01% | New |
| 605 | ARROW FINANCIAL#605 · 2,668 sh | 2,668 | $324.0K | — | 0.0% |
| 606 | Geneos Wealth Management#606 · 2,667 sh | 2,667 | $323.9K | <0.01% | -8.2% |
| 607 | Venture Visionary Partners#607 · 2,647 sh | 2,647 | $321.4K | — | 0.0% |
| 608 | Premier Path Wealth Partners#608 · 2,641 sh | 2,641 | $320.7K | — | 0.0% |
| 609 | SEEDS INVESTOR#609 · 2,636 sh | 2,636 | $320.1K | 0.03% | +3.0% |
| 610 | Bryn Mawr Advisors#610 · 2,622 sh | 2,622 | $318.4K | 0.01% | +0.9% |
| 611 | Jacobi Capital Management#611 · 2,604 sh | 2,604 | $316.2K | 0.02% | -8.0% |
| 612 | SILVER OAK SECURITIES#612 · 2,602 sh | 2,602 | $316.0K | 0.02% | +1.6% |
| 613 | YHB Investment Advisors#613 · 2,578 sh | 2,578 | $313.0K | — | +4.0% |
| 614 | Kingsview Wealth Management#614 · 2,576 sh | 2,576 | $312.8K | <0.01% | -24.0% |
| 615 | ARQ WEALTH ADVISORS#615 · 2,578 sh | 2,578 | $312.7K | 0.04% | -18.9% |
| 616 | Accurate Wealth Management#616 · 2,582 sh | 2,582 | $311.2K | — | +0.2% |
| 617 | Choate Investment Advisors#617 · 2,558 sh | 2,558 | $310.6K | <0.01% | 0.0% |
| 618 | TCG Advisory Services#618 · 2,551 sh | 2,551 | $309.8K | <0.01% | +4.0% |
| 619 | Claro Advisors#619 · 2,531 sh | 2,531 | $307.3K | 0.03% | -91.3% |
| 620 | Prosperity Consulting Group#620 · 2,529 sh | 2,529 | $307.1K | 0.01% | New |
| 621 | WHALEROCK POINT PARTNERS#621 · 2,525 sh | 2,525 | $306.6K | 0.05% | 0.0% |
| 622 | INSPIRION WEALTH ADVISORS#622 · 2,500 sh | 2,500 | $305.6K | — | 0.0% |
| 623 | Spire Wealth Management#623 · 2,511 sh | 2,511 | $304.9K | <0.01% | +9.4% |
| 624 | Omnia Family Wealth#624 · 2,504 sh | 2,504 | $304.1K | 0.08% | 0.0% |
| 625 | SUMMIT WEALTH & RETIREMENT PLANNING#625 · 2,465 sh | 2,465 | $299.3K | 0.06% | 0.0% |
| 626 | AFT, FORSYTH & COMPANY#626 · 2,450 sh | 2,450 | $297.5K | 0.14% | 0.0% |
| 627 | KCM INVESTMENT ADVISORS#627 · 2,424 sh | 2,424 | $294.3K | — | 0.0% |
| 628 | STOCK YARDS BANK#628 · 2,414 sh | 2,414 | $293.1K | <0.01% | 0.0% |
| 629 | Massachusetts Wealth Management#629 · 2,410 sh | 2,410 | $292.6K | — | 0.0% |
| 630 | Hill Investment Group Partners#630 · 2,398 sh | 2,398 | $291.2K | 0.03% | 0.0% |
| 631 | Clearstead#631 · 2,396 sh | 2,396 | $290.9K | 0.04% | -0.2% |
| 632 | Wescott Financial Advisory Group#632 · 2,364 sh | 2,364 | $287.1K | 0.02% | 0.0% |
| 633 | Innova Wealth Partners#633 · 2,356 sh | 2,356 | $286.1K | — | 0.0% |
| 634 | Paul Damon & Associates#634 · 2,356 sh | 2,356 | $286.1K | 0.11% | New |
| 635 | JEPPSON WEALTH MANAGEMENT#635 · 2,349 sh | 2,349 | $285.2K | — | -1.1% |
| 636 | Summit Financial#636 · 2,346 sh | 2,346 | $284.9K | <0.01% | +1.5% |
| 637 | SAX WEALTH ADVISORS#637 · 3,048 sh | 3,048 | $284.4K | — | 0.0% |
| 638 | Key FInancial#638 · 2,341 sh | 2,341 | $284.3K | 0.05% | 0.0% |
| 639 | PFG Investments#639 · 2,333 sh | 2,333 | $283.3K | 0.01% | -1.6% |
| 640 | KILEY JUERGENS WEALTH MANAGEMENT#640 · 2,325 sh | 2,325 | $282.3K | 0.04% | 0.0% |
| 641 | MATTERN CAPITAL MANAGEMENT#641 · 2,308 sh | 2,308 | $280.3K | 0.03% | 0.0% |
| 642 | CENTAURUS FINANCIAL#642 · 2,310 sh | 2,310 | $280.0K | 0.01% | +1.6% |
| 643 | Brown Shipley& Ltd#643 · 2,300 sh | 2,300 | $279.6K | — | 0.0% |
| 644 | Pinnacle Wealth Management Advisory Group#644 · 2,300 sh | 2,300 | $279.3K | — | 0.0% |
| 645 | Argos Wealth Advisors#645 · 2,282 sh | 2,282 | $277.1K | 0.07% | 0.0% |
| 646 | Abacus Wealth Partners#646 · 2,282 sh | 2,282 | $277.1K | 0.03% | -47.7% |
| 647 | CogentBlue Wealth Advisors#647 · 2,281 sh | 2,281 | $277.0K | — | +4.4% |
| 648 | CAPE ANN SAVINGS BANK#648 · 2,254 sh | 2,254 | $273.7K | 0.13% | 0.0% |
| 649 | Advisor OS#649 · 2,245 sh | 2,245 | $272.6K | 0.02% | +0.2% |
| 650 | Turn8 Private Wealth#650 · 2,237 sh | 2,237 | $271.5K | 0.18% | -45.6% |
| 651 | Sepio Capital#651 · 2,222 sh | 2,222 | $269.8K | — | -5.4% |
| 652 | Envestnet Portfolio Solutions#652 · 2,217 sh | 2,217 | $269.2K | <0.01% | -9.0% |
| 653 | ZEVIN ASSET MANAGEMENT#653 · 2,204 sh | 2,204 | $267.6K | 0.04% | 0.0% |
| 654 | Smartleaf Asset Management#654 · 2,220 sh | 2,220 | $267.1K | <0.01% | 0.0% |
| 655 | MJP ASSOCIATES#655 · 2,197 sh | 2,197 | $266.8K | 0.03% | +0.2% |
| 656 | Massar Capital Management#656 · 2,161 sh | 2,161 | $262.4K | 0.03% | -51.5% |
| 657 | Empower Advisory Group#657 · 2,155 sh | 2,155 | $261.7K | <0.01% | 0.0% |
| 658 | Sensenig Capital Advisors#658 · 2,153 sh | 2,153 | $261.4K | — | -5.7% |
| 659 | FLAGSHIP HARBOR ADVISORS#659 · 2,148 sh | 2,148 | $260.8K | — | New |
| 660 | CX Institutional#660 · 2,138 sh | 2,138 | $260.0K | — | -4.5% |
| 661 | Valeo Financial Advisors#661 · 2,127 sh | 2,127 | $258.3K | — | New |
| 662 | Pallas Capital Advisors#662 · 2,113 sh | 2,113 | $256.6K | <0.01% | New |
| 663 | Costello Asset Management#663 · 2,100 sh | 2,100 | $255.0K | 0.08% | +40.0% |
| 664 | Aviance Capital Partners#664 · 2,088 sh | 2,088 | $253.5K | 0.03% | New |
| 665 | Mawer Investment Management Ltd.#665 · 2,081 sh | 2,081 | $252.7K | <0.01% | New |
| 666 | Foundations Investment Advisors#666 · 2,077 sh | 2,077 | $252.2K | <0.01% | -14.3% |
| 667 | AlphaCentric Advisors#667 · 2,062 sh | 2,062 | $250.4K | 0.21% | +96.8% |
| 668 | DRIVE WEALTH MANAGEMENT#668 · 2,053 sh | 2,053 | $249.3K | 0.04% | New |
| 669 | WEDBUSH SECURITIES#669 · 2,043 sh | 2,043 | $248.0K | — | New |
| 670 | Hilltop National Bank#670 · 2,027 sh | 2,027 | $246.1K | — | -14.1% |
| 671 | XXI WEALTH#671 · 2,002 sh | 2,002 | $243.1K | — | New |
| 672 | BECK MACK & OLIVER#672 · 2,000 sh | 2,000 | $242.9K | <0.01% | New |
| 673 | Kovack Advisors#673 · 1,974 sh | 1,974 | $239.8K | 0.01% | New |
| 674 | EVOLVE PRIVATE WEALTH#674 · 1,972 sh | 1,972 | $239.4K | 0.01% | -44.2% |
| 675 | Foster Group#675 · 1,969 sh | 1,969 | $239.1K | — | New |
| 676 | Lido Advisors#676 · 1,958 sh | 1,958 | $237.9K | <0.01% | -13.1% |
| 677 | WESTCO ADVISORY SERVICES#677 · 1,952 sh | 1,952 | $237.0K | — | New |
| 678 | National Philanthropic#678 · 1,946 sh | 1,946 | $236.3K | <0.01% | New |
| 679 | Breakwater Capital Group#679 · 1,943 sh | 1,943 | $235.9K | — | New |
| 680 | Larson Financial Group#680 · 1,934 sh | 1,934 | $234.8K | <0.01% | +34.7% |
| 681 | Mayflower Financial Advisors#681 · 1,933 sh | 1,933 | $234.7K | 0.02% | New |
| 682 | PRECEDENT WEALTH PARTNERS#682 · 1,932 sh | 1,932 | $234.6K | — | New |
| 683 | Ellis Investment Partners#683 · 1,916 sh | 1,916 | $232.7K | — | New |
| 684 | Procyon Advisors#684 · 1,913 sh | 1,913 | $232.3K | — | New |
| 685 | WADDELL & ASSOCIATES#685 · 1,908 sh | 1,908 | $231.7K | 0.01% | New |
| 686 | MONETA GROUP INVESTMENT ADVISORS#686 · 1,904 sh | 1,904 | $231.2K | <0.01% | New |
| 687 | TOCQUEVILLE ASSET MANAGEMENT L.P.#687 · 1,900 sh | 1,900 | $230.7K | <0.01% | New |
| 688 | FORBES J M & LLP#688 · 1,899 sh | 1,899 | $230.6K | — | New |
| 689 | KAVAR CAPITAL PARTNERS GROUP#689 · 1,899 sh | 1,899 | $230.6K | 0.03% | New |
| 690 | Meadowbrook Advisors Group#690 · 1,890 sh | 1,890 | $229.5K | 0.12% | New |
| 691 | CONTINUUM WEALTH ADVISORS#691 · 1,884 sh | 1,884 | $228.8K | — | New |
| 692 | Sargent Investment Group#692 · 1,878 sh | 1,878 | $228.0K | 0.03% | New |
| 693 | Burns Matteson Capital Management#693 · 1,878 sh | 1,878 | $228.0K | — | New |
| 694 | AlphaCore Capital#694 · 1,870 sh | 1,870 | $227.1K | <0.01% | New |
| 695 | HARBOUR INVESTMENTS#695 · 1,864 sh | 1,864 | $226.4K | <0.01% | -3.1% |
| 696 | NBC SECURITIES#696 · 1,851 sh | 1,851 | $224.9K | — | +0.1% |
| 697 | Reflection Asset Management#697 · 1,832 sh | 1,832 | $222.5K | — | New |
| 698 | Avidian Wealth Solutions#698 · 1,816 sh | 1,816 | $220.5K | — | New |
| 699 | Wealthcare Capital Partners#699 · 1,810 sh | 1,810 | $219.7K | — | New |
| 700 | Retirement Planning of New England#700 · 1,802 sh | 1,802 | $218.8K | — | New |
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.