Filing Research | DIOD - DIODES INC Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	351.3KSH	$38.5M
2	Tributary Capital Management, LLC	Shares	328.2KSH	$35.9M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	75.9KSH	$8.3M
4	EASTERLY INVESTMENT PARTNERS LLC	Shares	29.6KSH	$3.2M
5	Oliver Luxxe Assets LLC	Shares	24.3KSH	$2.7M
6	Diversified Trust Co	Shares	23.3KSH	$2.6M
7	Louisiana State Employees Retirement System	Shares	20.1KSH	$2.2M
8	Police & Firemen's Retirement System of New Jersey	Shares	13.6KSH	$1.5M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.3KSH	$1.4M
10	Unison Advisors LLC	Shares	11.0KSH	$1.2M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.9KSH	$1.2M
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.6KSH	$1.1M
13	Forum Financial Management, LP	Shares	7.3KSH	$797.3K
14	Cornerstone Wealth Management, LLC	Shares	6.9KSH	$754.0K
15	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	6.7KSH	$733.2K
16	First National Advisers, LLC	Shares	6.4KSH	$705.8K
17	Envestnet Portfolio Solutions, Inc.	Shares	6.4KSH	$696.9K
18	QRG CAPITAL MANAGEMENT, INC.	Shares	6.3KSH	$693.7K
19	Sequoia Financial Advisors, LLC	Shares	6.0KSH	$652.9K
20	FIRST CITIZENS BANK & TRUST CO	Shares	5.7KSH	$627.7K
21	SHAKER INVESTMENTS LLC/OH	Shares	5.7KSH	$621.9K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.3KSH	$511.0K
23	Trust Point Inc.	Shares	4.3KSH	$472.8K
24	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	4.0KSH	$437.8K
25	GAMMA Investing LLC	Shares	3.5KSH	$382.5K
26	SIGNATUREFD, LLC	Shares	3.2KSH	$350.1K
27	Everhart Financial Group, Inc.	Shares	3.0KSH	$331.2K
28	Crossmark Global Holdings, Inc.	Shares	2.8KSH	$307.0K
29	Abel Hall, LLC	Shares	2.6KSH	$287.0K
30	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.4KSH	$267.3K
31	Pacific Excel Wealth Advisors, Inc.	Shares	2.1KSH	$231.2K
32	Merit Financial Group, LLC	Shares	2.1KSH	$225.9K
33	Versant Capital Management, Inc	Shares	2.0KSH	$216.7K
34	Ballentine Partners, LLC	Shares	1.9KSH	$213.1K
35	MassMutual Private Wealth & Trust, FSB	Shares	457SH	$50.0K
36	Owl Creek Wealth Partners LLC	Shares	410SH	$44.9K
37	Farther Finance Advisors, LLC	Shares	391SH	$42.4K
38	EverSource Wealth Advisors, LLC	Shares	224SH	$24.5K
39	IFP Advisors, Inc	Shares	215SH	$23.5K
40	Bogart Wealth, LLC	Shares	191SH	$20.9K
41	Carolina Wealth Advisors, LLC	Shares	141SH	$15.4K
42	TOTH FINANCIAL ADVISORY CORP	Shares	80SH	$8.8K
43	ST GERMAIN D J CO INC	Shares	75SH	$8.2K
44	MJT & Associates Financial Advisory Group, Inc.	Shares	65SH	$7.1K
45	Blue Trust, Inc.	Shares	59SH	$6.5K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	52.7KSH	$5.8K
47	WOLFF WIESE MAGANA LLC	Shares	51SH	$5.6K
48	Torren Management, LLC	Shares	51SH	$5.6K
49	JFS WEALTH ADVISORS, LLC	Shares	44SH	$4.8K
50	Fortitude Family Office, LLC	Shares	41SH	$4.5K

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

50 / 79 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+351.3K	+$38.5M	$38.5M
2	Tributary Capital Management, LLC trimmed	Shares	-13.0K	+$12.6M	$35.9M
3	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+48.7K	+$6.4M	$8.3M
4	Diversified Trust Co added	Shares	+11.4K	+$1.7M	$2.6M
5	Louisiana State Employees Retirement System trimmed	Shares	-200	+$814.1K	$2.2M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+991	+$626.7K	$1.5M
7	Oliver Luxxe Assets LLC trimmed	Shares	-6.7K	+$543.0K	$2.7M
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+21	+$509.4K	$1.4M
9	Unison Advisors LLC unchanged	Shares	0	+$451.9K	$1.2M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-450	+$417.9K	$1.2M
11	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-59	+$392.4K	$1.1M
12	Crossmark Global Holdings, Inc. new	Shares	+2.8K	+$307.0K	$307.0K
13	QRG CAPITAL MANAGEMENT, INC. added	Shares	+436	+$290.6K	$693.7K
14	Abel Hall, LLC new	Shares	+2.6K	+$287.0K	$287.0K
15	SHAKER INVESTMENTS LLC/OH added	Shares	+733	+$284.1K	$621.9K
16	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-134	+$253.1K	$696.9K
17	Sequoia Financial Advisors, LLC trimmed	Shares	-1	+$245.6K	$652.9K
18	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-69	+$231.5K	$627.7K
19	Pacific Excel Wealth Advisors, Inc. new	Shares	+2.1K	+$231.2K	$231.2K
20	Merit Financial Group, LLC new	Shares	+2.1K	+$225.9K	$225.9K
21	Ballentine Partners, LLC new	Shares	+1.9K	+$213.1K	$213.1K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+819	+$203.5K	$511.0K
23	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$164.7K	$437.8K
24	GAMMA Investing LLC added	Shares	+287	+$163.5K	$382.5K
25	SIGNATUREFD, LLC trimmed	Shares	-33	+$129.5K	$350.1K
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+380	+$126.5K	$267.3K
27	Everhart Financial Group, Inc. unchanged	Shares	0	+$124.6K	$331.2K
28	Forum Financial Management, LP trimmed	Shares	-3.2K	+$82.0K	$797.3K
29	Versant Capital Management, Inc trimmed	Shares	-5	+$81.2K	$216.7K
30	First National Advisers, LLC trimmed	Shares	-2.7K	+$79.3K	$705.8K
31	Bogart Wealth, LLC new	Shares	+191	+$20.9K	$20.9K
32	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-14	+$17.9K	$50.0K
33	Owl Creek Wealth Partners LLC added	Shares	+10	+$17.6K	$44.9K
34	Carolina Wealth Advisors, LLC new	Shares	+141	+$15.4K	$15.4K
35	WASHINGTON CAPITAL MANAGEMENT, INC trimmed	Shares	-3.9K	+$9.7K	$733.2K
36	IFP Advisors, Inc added	Shares	+12	+$9.7K	$23.5K
37	Farther Finance Advisors, LLC trimmed	Shares	-113	+$7.7K	$42.4K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-74	+$4.2K	$24.5K
39	Mascoma Wealth Management LLC new	Shares	+38	+$4.2K	$4.2K
40	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$3.3K	$8.8K
41	ST GERMAIN D J CO INC unchanged	Shares	0	+$3.1K	$8.2K
42	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$2.7K	$7.1K
43	JFS WEALTH ADVISORS, LLC added	Shares	+12	+$2.6K	$4.8K
44	SJS Investment Consulting Inc. added	Shares	+15	+$2.5K	$3.8K
45	Blue Trust, Inc. unchanged	Shares	0	+$2.4K	$6.5K
46	Torren Management, LLC unchanged	Shares	0	+$2.1K	$5.6K
47	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$2.1K	$5.6K
48	Creative Capital Management Investments LLC new	Shares	+17	+$1.9K	$1.9K
49	Fortitude Family Office, LLC added	Shares	+2	+$1.8K	$4.5K
50	Physician Wealth Advisors, Inc. added	Shares	+9	+$1.6K	$2.7K

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