Vertiv Holdings Co (VRT) — Institutional Holders, Q2 2026 (page 16)
2,066 institutional investment managers reported a VRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $104.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,501 to 1,600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VRT 13F holders ranked 1,501–1,600 of 2,066
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | First Dallas Securities#1501 · 1,165 sh | 1,165 | $390.2K | 0.13% | -13.1% |
| 1502 | Impact Capital Partners#1502 · 1,165 sh | 1,165 | $390.1K | — | -2.7% |
| 1503 | Ethos Financial Group#1503 · 1,743 sh | 1,743 | $388.8K | 0.03% | -0.7% |
| 1504 | LVW Advisors#1504 · 1,160 sh | 1,160 | $388.4K | — | -3.1% |
| 1505 | Income Insurance Ltd#1505 · 1,157 sh | 1,157 | $387.4K | — | +9.5% |
| 1506 | Versant Capital Management#1506 · 1,156 sh | 1,156 | $387.1K | — | +3.0% |
| 1507 | Values First Advisors#1507 · 1,155 sh | 1,155 | $386.8K | — | +12.5% |
| 1508 | MIRAMONTES CAPITAL#1508 · 1,155 sh | 1,155 | $386.7K | — | New |
| 1509 | Smith Group Asset Management#1509 · 1,150 sh | 1,150 | $385.0K | 0.02% | 0.0% |
| 1510 | WEXFORD CAPITAL#1510 · 1,146 sh | 1,146 | $383.7K | 0.05% | New |
| 1511 | Fairscale Capital#1511 · 1,145 sh | 1,145 | $383.4K | 0.23% | 0.0% |
| 1512 | Centiva Capital#1512 · 1,140 sh | 1,140 | $381.7K | <0.01% | New |
| 1513 | Moss Adams Wealth Advisors#1513 · 1,136 sh | 1,136 | $380.4K | 0.02% | +5.6% |
| 1514 | Crescent Grove Advisors#1514 · 1,136 sh | 1,136 | $380.4K | — | -20.9% |
| 1515 | Bay Rivers Group#1515 · 1,136 sh | 1,136 | $380.4K | 0.13% | New |
| 1516 | LifeGoal Investments#1516 · 1,135 sh | 1,135 | $380.0K | — | +37.1% |
| 1517 | TrueNorth#1517 · 1,133 sh | 1,133 | $379.4K | 0.02% | +5295.2% |
| 1518 | GREATMARK INVESTMENT PARTNERS#1518 · 1,125 sh | 1,125 | $376.7K | 0.04% | -10.0% |
| 1519 | N.E.W. Advisory Services#1519 · 1,121 sh | 1,121 | $375.3K | 0.03% | -10.9% |
| 1520 | Financial Engines Advisors L.L.C.#1520 · 1,114 sh | 1,114 | $373.0K | <0.01% | +1.2% |
| 1521 | Net Worth Advisory Group#1521 · 1,108 sh | 1,108 | $371.1K | — | +21.4% |
| 1522 | MAINSAIL ASSET MANAGEMENT#1522 · 1,278 sh | 1,278 | $370.1K | — | New |
| 1523 | NORTH STAR ASSET MANAGEMENT#1523 · 1,103 sh | 1,103 | $369.4K | 0.01% | -0.6% |
| 1524 | Kercheville Advisors#1524 · 1,100 sh | 1,100 | $368.4K | — | New |
| 1525 | WOLVERINE ASSET MANAGEMENT#1525 · 1,100 sh | 1,100 | $368.3K | <0.01% | New |
| 1526 | Wellington Shields Capital Management#1526 · 1,100 sh | 1,100 | $368.3K | 0.05% | +83.3% |
| 1527 | Black Swift Group#1527 · 1,100 sh | 1,100 | $368.3K | 0.05% | 0.0% |
| 1528 | Parkway Wealth Management Group#1528 · 1,099 sh | 1,099 | $368.0K | — | +31.5% |
| 1529 | PACES FERRY WEALTH ADVISORS#1529 · 1,096 sh | 1,096 | $367.0K | 0.14% | +0.1% |
| 1530 | Avidian Wealth Solutions#1530 · 1,094 sh | 1,094 | $366.3K | — | +2.3% |
| 1531 | Smart Money Group#1531 · 1,092 sh | 1,092 | $365.7K | 0.09% | +3.6% |
| 1532 | AlphaGrep UK Ltd#1532 · 1,084 sh | 1,084 | $362.9K | 0.11% | -47.7% |
| 1533 | MONEY CONCEPTS CAPITAL#1533 · 1,081 sh | 1,081 | $361.9K | 0.02% | +30.4% |
| 1534 | Capital Advisors, Ltd.#1534 · 1,075 sh | 1,075 | $360.0K | 0.04% | +2.5% |
| 1535 | Financial Security Advisor#1535 · 1,070 sh | 1,070 | $358.4K | 0.06% | +2.8% |
| 1536 | LJI Wealth Management#1536 · 1,061 sh | 1,061 | $355.3K | 0.05% | +30.8% |
| 1537 | WOODMONT INVESTMENT COUNSEL#1537 · 1,061 sh | 1,061 | $355.2K | 0.02% | +3.3% |
| 1538 | Brady Martz Wealth Solutions#1538 · 1,052 sh | 1,052 | $352.2K | 0.05% | +0.9% |
| 1539 | Betterment#1539 · 1,049 sh | 1,049 | $351.0K | <0.01% | New |
| 1540 | ONEFUND#1540 · 1,045 sh | 1,045 | $349.9K | 0.20% | +0.2% |
| 1541 | Heritage Wealth Management#1541 · 1,045 sh | 1,045 | $349.9K | 0.09% | -1.0% |
| 1542 | Iron Gate Global Advisors#1542 · 1,043 sh | 1,043 | $349.2K | 0.03% | -2.8% |
| 1543 | waypoint wealth counsel#1543 · 1,037 sh | 1,037 | $347.2K | — | -21.1% |
| 1544 | Wealthcare Capital Partners#1544 · 1,031 sh | 1,031 | $345.3K | — | 0.0% |
| 1545 | Elgethun Capital Management#1545 · 1,027 sh | 1,027 | $343.9K | 0.05% | +2.7% |
| 1546 | Wick Capital Partners#1546 · 1,027 sh | 1,027 | $343.9K | 0.05% | +3.1% |
| 1547 | RB Capital Management#1547 · 1,019 sh | 1,019 | $341.3K | 0.07% | New |
| 1548 | Premier Path Wealth Partners#1548 · 1,014 sh | 1,014 | $339.5K | — | +14.1% |
| 1549 | Next Level Wealth Planning#1549 · 1,012 sh | 1,012 | $338.8K | 0.15% | +1.2% |
| 1550 | Joseph P. Lucia & Associates#1550 · 1,008 sh | 1,008 | $337.5K | 0.10% | 0.0% |
| 1551 | Portus Wealth Advisors#1551 · 1,006 sh | 1,006 | $336.9K | — | +6606.7% |
| 1552 | MSH Capital Advisors#1552 · 1,002 sh | 1,002 | $335.5K | 0.06% | New |
| 1553 | SIG BROKERAGE#1553 · 1,000 sh | 1,000 | $334.8K | <0.01% | -59.8% |
| 1554 | Regal Partners Ltd#1554 · 1,000 sh | 1,000 | $334.8K | 0.02% | -80.0% |
| 1555 | McAlister, Sweet & Associates#1555 · 1,000 sh | 1,000 | $334.8K | — | New |
| 1556 | Avantra Family Wealth#1556 · 1,000 sh | 1,000 | $334.8K | — | New |
| 1557 | Compass Wealth Management#1557 · 1,000 sh | 1,000 | $334.8K | 0.13% | 0.0% |
| 1558 | KLINGENSTEIN FIELDS#1558 · 1,000 sh | 1,000 | $334.8K | 0.01% | 0.0% |
| 1559 | Peak Retirement Planning#1559 · 1,000 sh | 1,000 | $334.7K | 0.05% | +4.9% |
| 1560 | Beverly Hills Private Wealth#1560 · 995 sh | 995 | $333.1K | 0.06% | -8.4% |
| 1561 | Insight Advisors, / PA#1561 · 994 sh | 994 | $332.7K | — | 0.0% |
| 1562 | Acropolis Investment Management#1562 · 989 sh | 989 | $331.1K | — | 0.0% |
| 1563 | North Star Investment Management#1563 · 984 sh | 984 | $329.5K | 0.02% | 0.0% |
| 1564 | FINANCIAL MANAGEMENT NETWORK#1564 · 1,138 sh | 1,138 | $329.4K | — | +0.3% |
| 1565 | SILVER OAK SECURITIES#1565 · 980 sh | 980 | $328.2K | 0.02% | +16.3% |
| 1566 | Total Wealth Planning & Management#1566 · 979 sh | 979 | $327.8K | — | -32.6% |
| 1567 | SUMMIT WEALTH GROUP#1567 · 978 sh | 978 | $327.5K | 0.03% | +7.4% |
| 1568 | CURA WEALTH ADVISORS#1568 · 973 sh | 973 | $325.6K | 0.14% | -4.6% |
| 1569 | Cascade Financial Partners#1569 · 971 sh | 971 | $325.1K | 0.03% | 0.0% |
| 1570 | MW ADVISORY#1570 · 970 sh | 970 | $324.8K | — | — |
| 1571 | Point#1571 · 965 sh | 965 | $323.1K | 0.03% | New |
| 1572 | Strategic Family Wealth Counselors, L.L.C.#1572 · 958 sh | 958 | $320.9K | 0.07% | -5.0% |
| 1573 | Foster Group#1573 · 956 sh | 956 | $320.1K | — | +10.6% |
| 1574 | IFG Advisory#1574 · 950 sh | 950 | $317.9K | 0.01% | +458.8% |
| 1575 | Flatrock Wealth Partners#1575 · 941 sh | 941 | $315.1K | 0.12% | +1.3% |
| 1576 | NATURAL INVESTMENTS#1576 · 938 sh | 938 | $314.0K | 0.07% | -12.9% |
| 1577 | Quantum Financial Advisors#1577 · 934 sh | 934 | $312.7K | 0.03% | -1.4% |
| 1578 | Creative Capital Management Investments#1578 · 934 sh | 934 | $312.7K | 0.07% | New |
| 1579 | NICOLET BANKSHARES#1579 · 976 sh | 976 | $310.8K | <0.01% | New |
| 1580 | Rothschild Capital Partners#1580 · 927 sh | 927 | $310.4K | 0.07% | 0.0% |
| 1581 | Fullerton Fund Management Ltd.#1581 · 927 sh | 927 | $310.4K | 0.02% | -25.5% |
| 1582 | Fox Hill Wealth Management#1582 · 927 sh | 927 | $310.4K | 0.12% | -4.0% |
| 1583 | Turtle Creek Wealth Advisors#1583 · 926 sh | 926 | $310.0K | — | New |
| 1584 | Ridgeline Wealth#1584 · 925 sh | 925 | $309.7K | — | -1.1% |
| 1585 | MATTERS CAPITAL#1585 · 925 sh | 925 | $309.7K | 0.22% | 0.0% |
| 1586 | Mayflower Financial Advisors#1586 · 920 sh | 920 | $308.0K | 0.03% | -16.5% |
| 1587 | Resolute Wealth Strategies#1587 · 919 sh | 919 | $307.8K | 0.12% | New |
| 1588 | Colonial Advisors#1588 · 919 sh | 919 | $307.6K | 0.02% | 0.0% |
| 1589 | Cloud Capital Management#1589 · 919 sh | 919 | $307.0K | 0.11% | +2.7% |
| 1590 | VICTORY FINANCIAL GROUP#1590 · 916 sh | 916 | $306.7K | 0.03% | -18.6% |
| 1591 | State of Wyoming#1591 · 915 sh | 915 | $306.4K | 0.03% | -71.3% |
| 1592 | Hexagon Capital Partners#1592 · 914 sh | 914 | $306.1K | 0.04% | -35.0% |
| 1593 | AlphaStar Capital Management#1593 · 914 sh | 914 | $306.0K | — | New |
| 1594 | Mosley Wealth Management#1594 · 911 sh | 911 | $305.0K | — | -85.1% |
| 1595 | FLYNN ZITO CAPITAL MANAGEMENT#1595 · 911 sh | 911 | $305.0K | 0.08% | 0.0% |
| 1596 | SOA Wealth Advisors#1596 · 908 sh | 908 | $304.1K | 0.05% | -5.7% |
| 1597 | Wescott Financial Advisory Group#1597 · 906 sh | 906 | $303.3K | 0.02% | +1.7% |
| 1598 | McGlone Suttner Wealth Management#1598 · 904 sh | 904 | $302.7K | — | -55.0% |
| 1599 | Keel Point#1599 · 902 sh | 902 | $302.0K | 0.02% | New |
| 1600 | Demars Financial Group#1600 · 899 sh | 899 | $301.0K | — | 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.