22 institutions reported holding $12.8M of BARCLAYS PLC (BCS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.1M), PVG ASSET MANAGEMENT CORP ($2.4M), Baron Wealth Management LLC ($1.1M), Versant Capital Management, Inc ($712,918), GAMMA Investing LLC ($646,923). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $6.1M | 228,174 | Added |
| 2 | PVG ASSET MANAGEMENT CORP | $2.4M | 90,728 | Added |
| 3 | Baron Wealth Management LLC | $1.1M | 40,847 | Added |
| 4 | Versant Capital Management, Inc | $712,918 | 26,542 | Added |
| 5 | GAMMA Investing LLC | $646,923 | 24,085 | Added |
| 6 | Valeo Financial Advisors, LLC | $406,952 | 15,151 | Added |
| 7 | 55 North Private Wealth, LLC | $356,079 | 13,257 | New |
| 8 | GK Wealth Management LLC | $337,315 | 12,559 | New |
| 9 | Hilltop National Bank | $203,975 | 7,594 | Trimmed |
| 10 | ATWOOD & PALMER INC | $163,967 | 6,105 | Hold |
| 11 | Grove Bank & Trust | $163,336 | 6,081 | Trimmed |
| 12 | Dogwood Wealth Management LLC | $70,024 | 2,607 | Added |
| 13 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $32,232 | 1,200 | Hold |
| 14 | Retirement Wealth Solutions LLC | $15,230 | 567 | Added |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $12,114 | 451 | New |
| 16 | Kozak & Associates, Inc. | $10,390 | 381 | Hold |
| 17 | Arlington Trust Co LLC | $8,380 | 312 | Hold |
| 18 | CoreCap Advisors, LLC | $7,816 | 291 | Trimmed |
| 19 | Noble Wealth Management PBC | $1,746 | 65 | New |
| 20 | CX Institutional | $1,000 | 54 | Added |
| 21 | TRUST POINT INC. | $0 | 0 | Exited |
| 22 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30