THOMSON REUTERS CORP /CAN/ (TRI) — Institutional Holders, Q2 2026 (page 4)
425 institutional investment managers reported a TRI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $33.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TRI 13F holders ranked 301–400 of 425
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | GUARDIAN CAPITAL#301 · 2,884 sh | 2,884 | $235.5K | <0.01% | -1.9% |
| 302 | Sara-Bay Financial#302 · 2,800 sh | 2,800 | $228.7K | — | New |
| 303 | Versant Capital Management#303 · 2,773 sh | 2,773 | $226.4K | — | +31.2% |
| 304 | Key FInancial#304 · 2,695 sh | 2,695 | $220.1K | 0.04% | -2.1% |
| 305 | D.A. DAVIDSON#305 · 2,694 sh | 2,694 | $220.0K | <0.01% | -1.6% |
| 306 | Kestra Advisory Services#306 · 2,691 sh | 2,691 | $219.8K | <0.01% | -72.2% |
| 307 | MML INVESTORS SERVICES#307 · 2,686 sh | 2,686 | $219.4K | <0.01% | +20.3% |
| 308 | Vident Advisory#308 · 2,598 sh | 2,598 | $212.2K | <0.01% | -16.9% |
| 309 | Diversify Advisory Services#309 · 2,152 sh | 2,152 | $210.4K | — | New |
| 310 | DIVERSIFY WEALTH MANAGEMENT#310 · 2,152 sh | 2,152 | $210.4K | — | New |
| 311 | SIH Partners, LLLP#311 · 2,459 sh | 2,459 | $200.8K | <0.01% | New |
| 312 | Moors & Cabot#312 · 2,450 sh | 2,450 | $200.1K | <0.01% | -1.0% |
| 313 | Parallel Advisors#313 · 2,443 sh | 2,443 | $199.5K | <0.01% | +14.4% |
| 314 | Advisors Asset Management#314 · 2,442 sh | 2,442 | $199.4K | <0.01% | +156.5% |
| 315 | RHUMBLINE ADVISERS#315 · 2,326 sh | 2,326 | $190.0K | <0.01% | -24.9% |
| 316 | HIGHLINE WEALTH PARTNERS#316 · 2,302 sh | 2,302 | $188.0K | — | New |
| 317 | PICTON MAHONEY ASSET MANAGEMENT#317 · 2,079 sh | 2,079 | $169.4K | <0.01% | -99.0% |
| 318 | E Fund Management (Hong Kong) , Ltd.#318 · 2,033 sh | 2,033 | $166.0K | 0.06% | +31.8% |
| 319 | Steward Partners Investment Advisory#319 · 1,923 sh | 1,923 | $157.1K | <0.01% | -2.1% |
| 320 | PARK CIRCLE#320 · 1,772 sh | 1,772 | $144.7K | 0.12% | New |
| 321 | Jackson, Grant Investment Advisers#321 · 1,680 sh | 1,680 | $137.2K | 0.04% | -8.1% |
| 322 | Larson Financial Group#322 · 1,614 sh | 1,614 | $131.8K | <0.01% | +196.7% |
| 323 | Caitong International Asset Management , Ltd#323 · 1,509 sh | 1,509 | $123.2K | 0.02% | +100.7% |
| 324 | Cornerstone Planning Group#324 · 1,207 sh | 1,207 | $105.4K | — | +1.6% |
| 325 | EverSource Wealth Advisors#325 · 1,185 sh | 1,185 | $96.8K | <0.01% | -68.9% |
| 326 | Physician Wealth Advisors#326 · 1,090 sh | 1,090 | $89.0K | — | -1.7% |
| 327 | Oslo Pensjonsforsikring AS#327 · 1,083 sh | 1,083 | $88.4K | — | -1.5% |
| 328 | Hillsdale Investment Management#328 · 991 sh | 991 | $80.9K | <0.01% | +9.3% |
| 329 | GAMMA Investing#329 · 954 sh | 954 | $77.9K | — | -31.7% |
| 330 | Manchester Capital Management#330 · 942 sh | 942 | $76.9K | — | -1.3% |
| 331 | Allworth Financial#331 · 923 sh | 923 | $75.4K | <0.01% | New |
| 332 | GHP Investment Advisors#332 · 916 sh | 916 | $74.8K | — | -1.8% |
| 333 | IFG Advisory#333 · 904 sh | 904 | $73.8K | <0.01% | New |
| 334 | JPL Wealth Management#334 · 882 sh | 882 | $72.0K | 0.01% | -53.4% |
| 335 | Clearstead Advisors#335 · 879 sh | 879 | $71.8K | <0.01% | New |
| 336 | High Note Wealth#336 · 852 sh | 852 | $69.6K | 0.01% | New |
| 337 | Hanson & Doremus Investment Management#337 · 808 sh | 808 | $66.0K | — | -47.3% |
| 338 | SBI Securities , Ltd.#338 · 786 sh | 786 | $64.2K | — | +66.9% |
| 339 | PRIVATE NA#339 · 732 sh | 732 | $59.8K | — | -1.6% |
| 340 | Colonial / SC#340 · 673 sh | 673 | $55.6K | <0.01% | -1.9% |
| 341 | Vanguard National#341 · 623 sh | 623 | $50.9K | <0.01% | -1.6% |
| 342 | BROWN BROTHERS HARRIMAN#342 · 601 sh | 601 | $49.1K | <0.01% | -14.6% |
| 343 | JNBA Financial Advisors#343 · 592 sh | 592 | $48.3K | <0.01% | -1.7% |
| 344 | HUNTINGTON NATIONAL BANK#344 · 590 sh | 590 | $48.2K | <0.01% | -27.8% |
| 345 | Continuum Advisory#345 · 557 sh | 557 | $45.5K | <0.01% | New |
| 346 | Cromwell#346 · 543 sh | 543 | $44.3K | 0.02% | -34.7% |
| 347 | Financial Perspectives#347 · 393 sh | 393 | $32.1K | <0.01% | -1.8% |
| 348 | SRS Capital Advisors#348 · 388 sh | 388 | $31.7K | <0.01% | +33.8% |
| 349 | OF TOLEDO NA#349 · 375 sh | 375 | $30.6K | — | -1.6% |
| 350 | Bank Julius Baer & Ltd, Zurich#350 · 373 sh | 373 | $30.5K | <0.01% | -0.8% |
| 351 | NISA INVESTMENT ADVISORS#351 · 351 sh | 351 | $28.7K | — | +6.0% |
| 352 | MassMutual Private Wealth & , FSB#352 · 350 sh | 350 | $28.6K | — | +15.9% |
| 353 | Westside Investment Management#353 · 332 sh | 332 | $27.1K | <0.01% | -1.8% |
| 354 | CGC Financial Services#354 · 310 sh | 310 | $25.3K | — | -1.6% |
| 355 | Gold Investment Management Ltd.#355 · 301 sh | 301 | $24.6K | — | -1.6% |
| 356 | WELLINGTON-ALTUS USA#356 · 235 sh | 235 | $22.2K | 0.02% | -9.6% |
| 357 | FIFTH THIRD BANCORP#357 · 252 sh | 252 | $20.6K | 0.00% | -69.4% |
| 358 | TSFG#358 · 248 sh | 248 | $20.0K | — | -1.6% |
| 359 | Ankerstar Wealth#359 · 237 sh | 237 | $19.4K | 0.02% | -3.3% |
| 360 | Cassaday & Wealth Management#360 · 221 sh | 221 | $18.0K | — | -1.3% |
| 361 | Bare Financial Services#361 · 214 sh | 214 | $17.5K | <0.01% | +79.8% |
| 362 | OF VERMONT#362 · 213 sh | 213 | $17.4K | — | — |
| 363 | MONTAG A & ASSOCIATES#363 · 200 sh | 200 | $16.3K | <0.01% | -27.3% |
| 364 | Eurizon Capital SGR S.p.A.#364 · 191 sh | 191 | $15.6K | 0.00% | New |
| 365 | Brown Shipley& Ltd#365 · 189 sh | 189 | $15.4K | — | -1.6% |
| 366 | Asset Dedication#366 · 179 sh | 179 | $14.6K | <0.01% | -2.2% |
| 367 | BEACON INVESTMENT ADVISORY SERVICES#367 · 171 sh | 171 | $14.0K | — | -63.5% |
| 368 | ASSETMARK#368 · 166 sh | 166 | $13.6K | — | -33.1% |
| 369 | Catalyst Capital Advisors#369 · 166 sh | 166 | $13.6K | <0.01% | +30.7% |
| 370 | Plato Investment Management Ltd#370 · 166 sh | 166 | $13.5K | <0.01% | -91.7% |
| 371 | Caldwell#371 · 147 sh | 147 | $12.0K | <0.01% | New |
| 372 | ROTHSCHILD INVESTMENT#372 · 145 sh | 145 | $11.8K | <0.01% | -2.0% |
| 373 | Pinnacle Wealth Planning Services#373 · 144 sh | 144 | $11.8K | — | -42.9% |
| 374 | Measured Wealth Private Client Group#374 · 143 sh | 143 | $11.7K | <0.01% | -2.1% |
| 375 | Asset Management One , Ltd.#375 · 140 sh | 140 | $11.4K | — | +94.4% |
| 376 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#376 · 137 sh | 137 | $11.2K | <0.01% | -2.1% |
| 377 | Silver Grove Financial Group#377 · 102 sh | 102 | $8.3K | <0.01% | New |
| 378 | Boreal Capital Management#378 · 100 sh | 100 | $8.2K | <0.01% | -2.0% |
| 379 | Ares Financial Consulting#379 · 96 sh | 96 | $7.8K | — | +269.2% |
| 380 | CITY HOLDING#380 · 88 sh | 88 | $7.2K | — | -2.2% |
| 381 | Crewe Advisors#381 · 87 sh | 87 | $7.1K | <0.01% | -62.0% |
| 382 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#382 · 84 sh | 84 | $6.9K | <0.01% | -9.7% |
| 383 | Institute for Wealth Management#383 · 76 sh | 76 | $6.2K | <0.01% | New |
| 384 | Ronald Blue#384 · 74 sh | 74 | $6.0K | — | -33.3% |
| 385 | OLD POINT & FINANCIAL SERVICES N A#385 · 71 sh | 71 | $5.8K | <0.01% | New |
| 386 | HARBOUR INVESTMENTS#386 · 67 sh | 67 | $5.5K | <0.01% | -5.6% |
| 387 | LRI Investments#387 · 67 sh | 67 | $5.5K | <0.01% | New |
| 388 | True Wealth Design#388 · 63 sh | 63 | $5.1K | — | -66.1% |
| 389 | Roxbury Financial#389 · 61 sh | 61 | $5.0K | — | -1.6% |
| 390 | Princeton Global Asset Management#390 · 59 sh | 59 | $4.8K | — | -1.7% |
| 391 | Cornerstone Financial Management#391 · 50 sh | 50 | $4.1K | <0.01% | +13.6% |
| 392 | Murphy & Mullick Capital Management#392 · 47 sh | 47 | $3.8K | <0.01% | -2.1% |
| 393 | TD Capital Management#393 · 44 sh | 44 | $3.6K | <0.01% | -2.2% |
| 394 | Bell Investment Advisors#394 · 38 sh | 38 | $3.1K | <0.01% | +15.2% |
| 395 | CoreCap Advisors#395 · 37 sh | 37 | $3.0K | — | -65.7% |
| 396 | CX Institutional#396 · 35 sh | 35 | $3.0K | — | -2.8% |
| 397 | TD PRIVATE CLIENT WEALTH#397 · 32 sh | 32 | $2.6K | 0.00% | +255.6% |
| 398 | Transamerica Financial Advisors#398 · 30 sh | 30 | $2.5K | <0.01% | +7.1% |
| 399 | Phillip James Consulting#399 · 29 sh | 29 | $2.4K | <0.01% | New |
| 400 | Global Retirement Partners#400 · 27 sh | 27 | $2.2K | 0.00% | — |
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.