Filing Research | ATKR - ATKORE INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	296.2KSH	$22.5M
2	ISTHMUS PARTNERS, LLC	Shares	38.1KSH	$2.9M
3	Ausbil Investment Management Ltd	Shares	35.1KSH	$2.5M
4	Linden Thomas Advisory Services, LLC	Shares	28.9KSH	$2.2M
5	EASTERLY INVESTMENT PARTNERS LLC	Shares	23.1KSH	$1.8M
6	WINCAP FINANCIAL LLC	Shares	19.9KSH	$1.5M
7	Morningstar Investment Management LLC	Shares	16.1KSH	$950.2K
8	Unison Advisors LLC	Shares	11.3KSH	$862.9K
9	Police & Firemen's Retirement System of New Jersey	Shares	10.1KSH	$768.1K
10	SummerHaven Investment Management, LLC	Shares	9.3KSH	$709.5K
11	Foguth Wealth Management, LLC.	Shares	9.5KSH	$695.6K
12	Y-Intercept (Hong Kong) Ltd	Shares	8.8KSH	$670.4K
13	Baron Wealth Management LLC	Shares	4.3KSH	$326.1K
14	Silver Coast Investments LLC	Shares	3.5KSH	$267.0K
15	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.4KSH	$255.0K
16	Hilltop National Bank	Shares	1.8KSH	$133.9K
17	GAMMA Investing LLC	Shares	316SH	$24.0K
18	IFP Advisors, Inc	Shares	258SH	$19.6K
19	SALEM INVESTMENT COUNSELORS INC	Shares	207SH	$15.7K
20	AdvisorNet Financial, Inc	Shares	198SH	$15.1K
21	Versant Capital Management, Inc	Shares	176SH	$13.4K
22	SIGNATUREFD, LLC	Shares	170SH	$12.9K
23	Key FInancial Inc	Shares	145SH	$11.0K
24	Farther Finance Advisors, LLC	Shares	106SH	$8.1K
25	SBI Securities Co., Ltd.	Shares	98SH	$7.5K
26	Valued Wealth Advisors LLC	Shares	51SH	$3.9K
27	Dogwood Wealth Management LLC	Shares	39SH	$3.0K
28	Blue Trust, Inc.	Shares	38SH	$2.9K
29	EverSource Wealth Advisors, LLC	Shares	38SH	$2.9K
30	LRI Investments, LLC	Shares	35SH	$2.7K
31	Spire Wealth Management	Shares	30SH	$2.3K
32	JFS WEALTH ADVISORS, LLC	Shares	24SH	$1.8K
33	Fortitude Family Office, LLC	Shares	23SH	$1.7K
34	Creative Capital Management Investments LLC	Shares	13SH	$989
35	Bogart Wealth, LLC	Shares	9SH	$684
36	Physician Wealth Advisors, Inc.	Shares	7SH	$533
37	Torren Management, LLC	Shares	6SH	$472
38	DiNuzzo Private Wealth, Inc.	Shares	6SH	$457
39	SJS Investment Consulting Inc.	Shares	6SH	$457
40	Trust Co	Shares	4SH	$306
41	PARK AVENUE SECURITIES LLC	Shares	3.6KSH	$274
42	State of Alaska, Department of Revenue	Shares	1.9KSH	$142
43	Beaird Harris Wealth Management, LLC	Shares	1SH	$95
44	Raleigh Capital Management Inc.	Shares	0SH	$2

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

48 / 48 loaded

#		Instrument
1	Swedbank AB unchanged	Shares	0	+$5.1M	$22.5M
2	Ausbil Investment Management Ltd added	Shares	+24.1K	+$1.9M	$2.5M
3	ISTHMUS PARTNERS, LLC added	Shares	+1.3K	+$729.9K	$2.9M
4	Linden Thomas Advisory Services, LLC added	Shares	+3.2K	+$681.6K	$2.2M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+8.8K	+$670.4K	$670.4K
6	WINCAP FINANCIAL LLC added	Shares	+2.3K	+$477.7K	$1.5M
7	EASTERLY INVESTMENT PARTNERS LLC trimmed	Shares	-230	+$398.9K	$1.8M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$242.4K	$768.1K
9	Unison Advisors LLC added	Shares	+47	+$197.2K	$862.9K
10	SummerHaven Investment Management, LLC unchanged	Shares	0	+$159.8K	$709.5K
11	Baron Wealth Management LLC added	Shares	+581	+$107.7K	$326.1K
12	Silver Coast Investments LLC unchanged	Shares	0	+$60.1K	$267.0K
13	Hilltop National Bank unchanged	Shares	0	+$30.2K	$133.9K
14	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-781	+$11.4K	$255.0K
15	AdvisorNet Financial, Inc added	Shares	+117	+$10.3K	$15.1K
16	GAMMA Investing LLC added	Shares	+32	+$7.3K	$24.0K
17	SBI Securities Co., Ltd. added	Shares	+78	+$6.3K	$7.5K
18	IFP Advisors, Inc added	Shares	+31	+$6.2K	$19.6K
19	Valued Wealth Advisors LLC new	Shares	+51	+$3.9K	$3.9K
20	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$3.5K	$15.7K
21	Farther Finance Advisors, LLC added	Shares	+24	+$3.1K	$8.1K
22	Key FInancial Inc unchanged	Shares	0	+$2.5K	$11.0K
23	Spire Wealth Management new	Shares	+30	+$2.3K	$2.3K
24	SIGNATUREFD, LLC trimmed	Shares	-16	+$2.0K	$12.9K
25	Creative Capital Management Investments LLC new	Shares	+13	+$989	$989
26	LRI Investments, LLC added	Shares	+2	+$717	$2.7K
27	Versant Capital Management, Inc trimmed	Shares	-39	+$717	$13.4K
28	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$705	$1.8K
29	Dogwood Wealth Management LLC unchanged	Shares	0	+$669	$3.0K
30	Blue Trust, Inc. unchanged	Shares	0	+$651	$2.9K
31	Fortitude Family Office, LLC added	Shares	+4	+$630	$1.7K
32	Physician Wealth Advisors, Inc. new	Shares	+7	+$533	$533
33	SJS Investment Consulting Inc. added	Shares	+2	+$221	$457
34	Bogart Wealth, LLC unchanged	Shares	0	+$154	$684
35	Torren Management, LLC unchanged	Shares	0	+$107	$472
36	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$103	$457
37	Trust Co unchanged	Shares	0	+$69	$306
38	PARK AVENUE SECURITIES LLC trimmed	Shares	-143	+$53	$274
39	State of Alaska, Department of Revenue unchanged	Shares	0	+$32	$142
40	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$21	$95
41	Raleigh Capital Management Inc. unchanged	Shares	0	+$1	$2
42	Morningstar Investment Management LLC unchanged	Shares	0	$0	$950.2K
43	Vermillion Wealth Management, Inc. exited	Shares	-4	-$236	$0
44	EverSource Wealth Advisors, LLC trimmed	Shares	-16	-$291	$2.9K
45	Walsh & Associates, LLC exited	Shares	-5	-$295	$0
46	MassMutual Private Wealth & Trust, FSB exited	Shares	-23	-$1.4K	$0
47	Foguth Wealth Management, LLC. unchanged	Shares	0	-$89.2K	$695.6K
48	Tactive Advisors, LLC exited	Shares	-5.3K	-$314.2K	$0