Filing Research | QTWO - Q2 HLDGS INC Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	1.4MSH	$67.0M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	688.2KSH	$33.1M
3	Assenagon Asset Management S.A.	Shares	295.0KSH	$14.2M
4	Tributary Capital Management, LLC	Shares	242.9KSH	$11.7M
5	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	178.8KSH	$8.6M
6	Venturi Wealth Management, LLC	Shares	55.3KSH	$2.7M
7	Robeco Institutional Asset Management B.V.	Shares	50.0KSH	$2.4M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	41.2KSH	$2.0M
9	Y-Intercept (Hong Kong) Ltd	Shares	37.0KSH	$1.8M
10	Apollon Wealth Management, LLC	Shares	35.2KSH	$1.7M
11	Louisiana State Employees Retirement System	Shares	27.4KSH	$1.3M
12	Police & Firemen's Retirement System of New Jersey	Shares	18.8KSH	$902.0K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.7KSH	$804.7K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.8KSH	$714.0K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.1KSH	$676.7K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.4KSH	$538.9K
17	Harbour Capital Advisors, LLC	Shares	8.5KSH	$440.6K
18	PFG Investments, LLC	Shares	6.3KSH	$304.8K
19	Central Pacific Bank - Trust Division	Shares	4.5KSH	$216.8K
20	1620 INVESTMENT ADVISORS, INC.	Shares	3.4KSH	$161.9K
21	EverSource Wealth Advisors, LLC	Shares	3.0KSH	$142.6K
22	Hilltop National Bank	Shares	2.7KSH	$131.8K
23	Versant Capital Management, Inc	Shares	1.6KSH	$75.5K
24	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.3KSH	$60.8K
25	GAMMA Investing LLC	Shares	951SH	$45.7K
26	Farther Finance Advisors, LLC	Shares	585SH	$28.1K
27	SIGNATUREFD, LLC	Shares	486SH	$23.4K
28	MassMutual Private Wealth & Trust, FSB	Shares	342SH	$16.4K
29	Ameliora Wealth Management Ltd.	Shares	320SH	$15.4K
30	Financial Perspectives, Inc	Shares	300SH	$14.4K
31	Handelsbanken Fonder AB	Shares	232.9KSH	$11.2K
32	True Wealth Design, LLC	Shares	206SH	$9.9K
33	SBI Securities Co., Ltd.	Shares	147SH	$7.1K
34	HORIZON FINANCIAL SERVICES, LLC	Shares	100SH	$4.8K
35	Main Street Group, LTD	Shares	81SH	$3.9K
36	Torren Management, LLC	Shares	79SH	$3.8K
37	Triumph Capital Management	Shares	60SH	$2.9K
38	IFP Advisors, Inc	Shares	40SH	$1.9K
39	Marquette Asset Management, LLC	Shares	38SH	$1.8K
40	MJT & Associates Financial Advisory Group, Inc.	Shares	36SH	$1.7K
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	29SH	$1.4K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	24SH	$1.2K
43	SJS Investment Consulting Inc.	Shares	21SH	$1.0K
44	State of Alaska, Department of Revenue	Shares	20.6KSH	$991
45	AMALGAMATED BANK	Shares	16.8KSH	$810
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	13.5KSH	$649
47	GILPIN WEALTH MANAGEMENT, LLC	Shares	11SH	$530
48	Davis Capital Management	Shares	3SH	$144
49	Abound Wealth Management	Shares	2SH	$97
50	Hughes Financial Services, LLC	Shares	1SH	$48

Manager changes2026-06-30 vs 2026-03-31

50 / 59 loaded

#		Instrument
1	Tributary Capital Management, LLC new	Shares	+242.9K	+$11.7M	$11.7M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+200.1K	+$10.0M	$33.1M
3	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+41.5K	+$2.1M	$8.6M
4	Apollon Wealth Management, LLC new	Shares	+35.2K	+$1.7M	$1.7M
5	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+14.1K	+$676.7K	$676.7K
6	Harbour Capital Advisors, LLC new	Shares	+8.5K	+$440.6K	$440.6K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$98.1K	$902.0K
8	Central Pacific Bank - Trust Division added	Shares	+1.3K	+$65.3K	$216.8K
9	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.3K	+$60.8K	$60.8K
10	1620 INVESTMENT ADVISORS, INC. added	Shares	+697	+$35.7K	$161.9K
11	Versant Capital Management, Inc added	Shares	+489	+$24.4K	$75.5K
12	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+72	+$16.8K	$804.7K
13	Farther Finance Advisors, LLC added	Shares	+248	+$12.1K	$28.1K
14	EverSource Wealth Advisors, LLC added	Shares	+122	+$8.1K	$142.6K
15	Louisiana State Employees Retirement System trimmed	Shares	-300	+$7.7K	$1.3M
16	True Wealth Design, LLC added	Shares	+43	+$2.2K	$9.9K
17	Hilltop National Bank unchanged	Shares	0	+$2.2K	$131.8K
18	MJT & Associates Financial Advisory Group, Inc. new	Shares	+36	+$1.7K	$1.7K
19	SJS Investment Consulting Inc. added	Shares	+14	+$679	$1.0K
20	Handelsbanken Fonder AB added	Shares	+3.5K	+$354	$11.2K
21	Ameliora Wealth Management Ltd. unchanged	Shares	0	+$256	$15.4K
22	Financial Perspectives, Inc unchanged	Shares	0	+$240	$14.4K
23	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	+$151	$530
24	Davis Capital Management new	Shares	+3	+$144	$144
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.0K	+$107	$649
26	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$80	$4.8K
27	Main Street Group, LTD unchanged	Shares	0	+$65	$3.9K
28	Torren Management, LLC unchanged	Shares	0	+$63	$3.8K
29	Triumph Capital Management unchanged	Shares	0	+$48	$2.9K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$23	$1.4K
31	Abound Wealth Management unchanged	Shares	0	+$2	$97
32	Capital Advisors, Ltd. LLC exited	Shares	-8	$0	$0
33	Premier Fund Managers Ltd exited	Shares	-149	-$7	$0
34	AMALGAMATED BANK trimmed	Shares	-1.1K	-$40	$810
35	Hughes Financial Services, LLC trimmed	Shares	-2	-$94	$48
36	Cedar Mountain Advisors, LLC exited	Shares	-3	-$142	$0
37	State of Alaska, Department of Revenue trimmed	Shares	-10.2K	-$466	$991
38	Golden State Wealth Management, LLC exited	Shares	-19	-$899	$0
39	IFP Advisors, Inc trimmed	Shares	-34	-$1.6K	$1.9K
40	SBI Securities Co., Ltd. trimmed	Shares	-38	-$1.7K	$7.1K
41	Marquette Asset Management, LLC trimmed	Shares	-41	-$1.9K	$1.8K
42	Physician Wealth Advisors, Inc. exited	Shares	-59	-$2.8K	$0
43	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-79	-$3.5K	$16.4K
44	PFG Investments, LLC trimmed	Shares	-200	-$4.4K	$304.8K
45	LRI Investments, LLC exited	Shares	-96	-$4.5K	$0
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-100	-$4.7K	$1.2K
47	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-587	-$15.9K	$714.0K
48	SIGNATUREFD, LLC trimmed	Shares	-481	-$22.4K	$23.4K
49	GAMMA Investing LLC trimmed	Shares	-636	-$29.3K	$45.7K
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.7K	-$37.6K	$538.9K

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