Filing Research | DBD - DIEBOLD NIXDORF INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Beach Point Capital Management LP	Shares	690.7KSH	$58.7M
2	Skylands Capital, LLC	Shares	469.2KSH	$39.9M
3	HENNESSY ADVISORS INC	Shares	127.7KSH	$10.9M
4	Oliver Luxxe Assets LLC	Shares	24.7KSH	$2.1M
5	Louisiana State Employees Retirement System	Shares	15.2KSH	$1.3M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.1KSH	$777.8K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.2KSH	$698.1K
8	Police & Firemen's Retirement System of New Jersey	Shares	6.8KSH	$579.0K
9	Abel Hall, LLC	Shares	3.5KSH	$294.8K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.2KSH	$272.8K
11	Brady Martz Wealth Solutions, LLC	Shares	2.4KSH	$204.8K
12	GAMMA Investing LLC	Shares	735SH	$62.5K
13	EverSource Wealth Advisors, LLC	Shares	473SH	$40.2K
14	Spire Wealth Management	Shares	305SH	$25.9K
15	Farther Finance Advisors, LLC	Shares	242SH	$20.5K
16	SIGNATUREFD, LLC	Shares	97SH	$8.2K
17	Versant Capital Management, Inc	Shares	93SH	$7.9K
18	State of Alaska, Department of Revenue	Shares	31.1KSH	$2.6K
19	Valued Wealth Advisors LLC	Shares	20SH	$1.7K
20	Torren Management, LLC	Shares	19SH	$1.6K
21	Handelsbanken Fonder AB	Shares	12.1KSH	$1.0K
22	True Wealth Design, LLC	Shares	12SH	$1.0K
23	Dogwood Wealth Management LLC	Shares	10SH	$850
24	IFP Advisors, Inc	Shares	9SH	$765
25	AMALGAMATED BANK	Shares	9.0KSH	$763
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	7.8KSH	$665
27	Abound Wealth Management	Shares	5SH	$426
28	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$171
29	Davis Capital Management	Shares	2SH	$170
30	SJS Investment Consulting Inc.	Shares	1SH	$86
31	CoreCap Advisors, LLC	Shares	1SH	$85

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

32 / 32 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+127.7K	+$10.9M	$10.9M
2	Skylands Capital, LLC added	Shares	+10.1K	+$5.3M	$39.9M
3	Louisiana State Employees Retirement System new	Shares	+15.2K	+$1.3M	$1.3M
4	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+9.1K	+$777.8K	$777.8K
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+8.2K	+$698.1K	$698.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.2K	+$272.8K	$272.8K
7	Brady Martz Wealth Solutions, LLC new	Shares	+2.4K	+$204.8K	$204.8K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+553	+$107.0K	$579.0K
9	EverSource Wealth Advisors, LLC added	Shares	+320	+$28.7K	$40.2K
10	GAMMA Investing LLC added	Shares	+266	+$27.1K	$62.5K
11	Spire Wealth Management new	Shares	+305	+$25.9K	$25.9K
12	Abel Hall, LLC trimmed	Shares	-170	+$20.4K	$294.8K
13	Farther Finance Advisors, LLC added	Shares	+192	+$16.7K	$20.5K
14	Valued Wealth Advisors LLC new	Shares	+20	+$1.7K	$1.7K
15	Handelsbanken Fonder AB new	Shares	+12.1K	+$1.0K	$1.0K
16	State of Alaska, Department of Revenue added	Shares	+9.3K	+$999	$2.6K
17	SIGNATUREFD, LLC unchanged	Shares	0	+$929	$8.2K
18	Dogwood Wealth Management LLC new	Shares	+10	+$850	$850
19	AMALGAMATED BANK new	Shares	+9.0K	+$763	$763
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.5K	+$491	$665
21	Abound Wealth Management new	Shares	+5	+$426	$426
22	Torren Management, LLC unchanged	Shares	0	+$182	$1.6K
23	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+2	+$171	$171
24	Davis Capital Management new	Shares	+2	+$170	$170
25	IFP Advisors, Inc unchanged	Shares	0	+$86	$765
26	CoreCap Advisors, LLC new	Shares	+1	+$85	$85
27	SJS Investment Consulting Inc. trimmed	Shares	-3	-$216	$86
28	True Wealth Design, LLC trimmed	Shares	-5	-$262	$1.0K
29	Sound Income Strategies, LLC exited	Shares	-60	-$4.7K	$0
30	Versant Capital Management, Inc trimmed	Shares	-98	-$6.5K	$7.9K
31	Oliver Luxxe Assets LLC trimmed	Shares	-16.6K	-$1.0M	$2.1M
32	Beach Point Capital Management LP trimmed	Shares	-110.0K	-$1.7M	$58.7M