Filing Research | CNXC - CONCENTRIX CORP COM Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	445.4KSH	$10.0M
2	Swedbank AB	Shares	76.3KSH	$1.7M
3	Capstone Capital Management Ltd	Shares	30.9KSH	$692.3K
4	Vest Financial, LLC	Shares	23.1KSH	$518.6K
5	Louisiana State Employees Retirement System	Shares	19.0KSH	$425.7K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.1KSH	$400.7K
7	Prospera Financial Services Inc	Shares	17.1KSH	$384.0K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.4KSH	$301.3K
9	Police & Firemen's Retirement System of New Jersey	Shares	11.8KSH	$263.6K
10	SummerHaven Investment Management, LLC	Shares	11.1KSH	$248.6K
11	DAVENPORT & Co LLC	Shares	10.8KSH	$242.6K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.3KSH	$230.1K
13	Range Financial Group LLC	Shares	9.4KSH	$209.5K
14	GAMMA Investing LLC	Shares	4.2KSH	$93.0K
15	Versant Capital Management, Inc	Shares	2.4KSH	$53.0K
16	Wealth Enhancement Trust Services, Inc.	Shares	2.0KSH	$45.0K
17	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$44.9K
18	WEBSTER BANK, N. A.	Shares	1.5KSH	$33.6K
19	Mirae Asset Global Investments Co., Ltd.	Shares	1.3KSH	$29.6K
20	Blue Trust, Inc.	Shares	1.1KSH	$23.8K
21	ELEVATION WEALTH PARTNERS, LLC	Shares	589SH	$13.2K
22	Farther Finance Advisors, LLC	Shares	567SH	$13.0K
23	SALEM INVESTMENT COUNSELORS INC	Shares	357SH	$8.0K
24	LRI Investments, LLC	Shares	271SH	$6.1K
25	IFP Advisors, Inc	Shares	234SH	$5.2K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	227SH	$5.1K
27	True Wealth Design, LLC	Shares	180SH	$4.0K
28	SJS Investment Consulting Inc.	Shares	118SH	$2.6K
29	LANARK FINANCIAL, INC.	Shares	115SH	$2.6K
30	MassMutual Private Wealth & Trust, FSB	Shares	94SH	$2.1K
31	State of Alaska, Department of Revenue	Shares	90.2KSH	$2.0K
32	Ares Financial Consulting, LLC	Shares	83SH	$1.9K
33	FIRST HORIZON CORP	Shares	60SH	$1.3K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	44.5KSH	$998
35	Fortitude Family Office, LLC	Shares	37SH	$829
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	18SH	$403
37	Olistico Wealth, LLC	Shares	12SH	$269
38	Ritter Daniher Financial Advisory LLC / DE	Shares	12SH	$269
39	AMALGAMATED BANK	Shares	11.6KSH	$260
40	Handelsbanken Fonder AB	Shares	11.2KSH	$251
41	Creative Capital Management Investments LLC	Shares	7SH	$157
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$157
43	JFS WEALTH ADVISORS, LLC	Shares	6SH	$135
44	Cromwell Holdings LLC	Shares	4SH	$90
45	Hughes Financial Services, LLC	Shares	3SH	$67
46	SBI Securities Co., Ltd.	Shares	3SH	$67
47	Davis Capital Management	Shares	2SH	$45
48	DiNuzzo Private Wealth, Inc.	Shares	1SH	$23
49	Activest Wealth Management	Shares	1SH	$22
50	CX Institutional	Shares	28SH	$1

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

50 / 60 loaded

#		Instrument
1	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+130.9K	+$1.4M	$10.0M
2	Capstone Capital Management Ltd new	Shares	+30.9K	+$692.3K	$692.3K
3	Prospera Financial Services Inc new	Shares	+17.1K	+$384.0K	$384.0K
4	DAVENPORT & Co LLC new	Shares	+10.8K	+$242.6K	$242.6K
5	Range Financial Group LLC new	Shares	+9.4K	+$209.5K	$209.5K
6	Vest Financial, LLC added	Shares	+9.1K	+$134.7K	$518.6K
7	Louisiana State Employees Retirement System added	Shares	+6.3K	+$78.2K	$425.7K
8	Wealth Enhancement Trust Services, Inc. added	Shares	+725	+$9.9K	$45.0K
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+381	+$3.9K	$29.6K
10	LANARK FINANCIAL, INC. new	Shares	+115	+$2.6K	$2.6K
11	MassMutual Private Wealth & Trust, FSB added	Shares	+69	+$1.4K	$2.1K
12	Fortitude Family Office, LLC new	Shares	+37	+$829	$829
13	Creative Capital Management Investments LLC new	Shares	+7	+$157	$157
14	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+7	+$157	$157
15	Davis Capital Management new	Shares	+2	+$45	$45
16	CX Institutional unchanged	Shares	0	$0	$1
17	Hughes Financial Services, LLC unchanged	Shares	0	-$15	$67
18	SBI Securities Co., Ltd. unchanged	Shares	0	-$15	$67
19	Cromwell Holdings LLC unchanged	Shares	0	-$19	$90
20	Handelsbanken Fonder AB added	Shares	+600	-$39	$251
21	Olistico Wealth, LLC unchanged	Shares	0	-$59	$269
22	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$60	$269
23	State of Alaska, Department of Revenue added	Shares	+13.3K	-$85	$2.0K
24	DiNuzzo Private Wealth, Inc. trimmed	Shares	-3	-$87	$23
25	JFS WEALTH ADVISORS, LLC trimmed	Shares	-4	-$139	$135
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+395	-$209	$998
27	Walsh & Associates, LLC exited	Shares	-8	-$219	$0
28	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$251	$5.1K
29	AMALGAMATED BANK trimmed	Shares	-8.5K	-$289	$260
30	Ares Financial Consulting, LLC unchanged	Shares	0	-$345	$1.9K
31	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-16	-$438	$0
32	FINANCIAL CONSULATE, INC exited	Shares	-18	-$493	$0
33	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-20	-$637	$403
34	LRI Investments, LLC added	Shares	+1	-$1.3K	$6.1K
35	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$1.8K	$8.0K
36	TopTier Wealth Management, LLC exited	Shares	-110	-$3.0K	$0
37	FIRST HORIZON CORP trimmed	Shares	-146	-$4.3K	$1.3K
38	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-77	-$5.0K	$13.2K
39	Activest Wealth Management trimmed	Shares	-213	-$5.8K	$22
40	WEBSTER BANK, N. A. unchanged	Shares	0	-$7.4K	$33.6K
41	SJS Investment Consulting Inc. trimmed	Shares	-278	-$8.2K	$2.6K
42	IFP Advisors, Inc trimmed	Shares	-289	-$9.1K	$5.2K
43	GAMMA Investing LLC added	Shares	+417	-$9.2K	$93.0K
44	True Wealth Design, LLC trimmed	Shares	-331	-$9.9K	$4.0K
45	Blue Trust, Inc. trimmed	Shares	-275	-$12.8K	$23.8K
46	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	-$29.9K	$13.0K
47	EverSource Wealth Advisors, LLC trimmed	Shares	-1.5K	-$51.1K	$44.9K
48	SummerHaven Investment Management, LLC unchanged	Shares	0	-$55.0K	$248.6K
49	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-687	-$69.7K	$230.1K
50	SECURIAN ASSET MANAGEMENT, INC exited	Shares	-3.2K	-$86.2K	$0

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