Filing Research | DOX - AMDOCS LTD Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	803.1KSH	$40.6M
2	Crossmark Global Holdings, Inc.	Shares	134.7KSH	$6.8M
3	Y-Intercept (Hong Kong) Ltd	Shares	103.2KSH	$5.2M
4	Diversified Trust Co	Shares	99.2KSH	$5.0M
5	GHP Investment Advisors, Inc.	Shares	89.4KSH	$4.5M
6	Oak Thistle LLC	Shares	83.6KSH	$4.2M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	82.8KSH	$4.2M
8	WASATCH ADVISORS LP	Shares	72.1KSH	$3.6M
9	Boston Trust Walden Corp	Shares	54.6KSH	$2.8M
10	Police & Firemen's Retirement System of New Jersey	Shares	47.8KSH	$2.4M
11	Hixon Zuercher, LLC	Shares	41.0KSH	$2.1M
12	Range Financial Group LLC	Shares	30.5KSH	$1.5M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.8KSH	$1.5M
14	Vest Financial, LLC	Shares	27.9KSH	$1.4M
15	Two Point Capital Management, Inc.	Shares	26.9KSH	$1.4M
16	SIERRA SUMMIT ADVISORS LLC	Shares	20.1KSH	$1.0M
17	BURNEY CO/	Shares	17.2KSH	$867.9K
18	Hennion & Walsh Asset Management, Inc.	Shares	12.5KSH	$630.0K
19	Sylvest Advisors, LLC	Shares	9.4KSH	$476.1K
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.0KSH	$455.9K
21	Gallacher Capital Management LLC	Shares	8.7KSH	$439.8K
22	Morningstar Investment Management LLC	Shares	6.2KSH	$403.4K
23	Merit Financial Group, LLC	Shares	7.6KSH	$383.2K
24	ISTHMUS PARTNERS, LLC	Shares	7.4KSH	$375.2K
25	FIRST HORIZON CORP	Shares	5.9KSH	$298.0K
26	Sequoia Financial Advisors, LLC	Shares	5.8KSH	$291.7K
27	Grant Private Wealth Management Inc	Shares	5.5KSH	$276.9K
28	Counterpoint Mutual Funds LLC	Shares	5.4KSH	$272.0K
29	FULTON BANK, N.A.	Shares	4.7KSH	$235.9K
30	Dynamic Advisor Solutions LLC	Shares	4.6KSH	$234.8K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.5KSH	$230.3K
32	SIGNATUREFD, LLC	Shares	4.0KSH	$201.5K
33	GREENLEAF TRUST	Shares	4.0KSH	$200.9K
34	Martin Capital Partners, LLC	Shares	4.0KSH	$200.9K
35	Carolina Wealth Advisors, LLC	Shares	3.2KSH	$161.2K
36	STEPH & CO	Shares	2.7KSH	$135.9K
37	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$108.1K
38	HENNESSY ADVISORS INC	Shares	1.8KSH	$92.4K
39	GAMMA Investing LLC	Shares	1.7KSH	$87.2K
40	Farther Finance Advisors, LLC	Shares	1.1KSH	$56.2K
41	SALEM INVESTMENT COUNSELORS INC	Shares	743SH	$38.0K
42	AdvisorNet Financial, Inc	Shares	698SH	$35.3K
43	LANARK FINANCIAL, INC.	Shares	582SH	$29.4K
44	Mirae Asset Global Investments Co., Ltd.	Shares	553SH	$27.9K
45	Central Pacific Bank - Trust Division	Shares	523SH	$26.4K
46	Aventus Investment Advisors, Inc.	Shares	380SH	$19.2K
47	SBI Securities Co., Ltd.	Shares	358SH	$18.1K
48	IFP Advisors, Inc	Shares	335SH	$16.9K
49	Spire Wealth Management	Shares	287SH	$14.5K
50	ENTRUST FINANCIAL LLC	Shares	242SH	$12.2K

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

50 / 101 loaded

#		Instrument
1	Oak Thistle LLC added	Shares	+78.1K	+$3.9M	$4.2M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+42.4K	+$1.2M	$5.2M
3	SIERRA SUMMIT ADVISORS LLC new	Shares	+20.1K	+$1.0M	$1.0M
4	Vest Financial, LLC added	Shares	+13.7K	+$484.9K	$1.4M
5	Gallacher Capital Management LLC new	Shares	+8.7K	+$439.8K	$439.8K
6	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+23.3K	+$303.2K	$4.2M
7	Counterpoint Mutual Funds LLC new	Shares	+5.4K	+$272.0K	$272.0K
8	Dynamic Advisor Solutions LLC new	Shares	+4.6K	+$234.8K	$234.8K
9	GREENLEAF TRUST new	Shares	+4.0K	+$200.9K	$200.9K
10	Martin Capital Partners, LLC new	Shares	+4.0K	+$200.9K	$200.9K
11	Range Financial Group LLC added	Shares	+8.4K	+$98.9K	$1.5M
12	HENNESSY ADVISORS INC new	Shares	+1.8K	+$92.4K	$92.4K
13	SIGNATUREFD, LLC added	Shares	+1.8K	+$61.9K	$201.5K
14	Grant Private Wealth Management Inc added	Shares	+2.0K	+$46.8K	$276.9K
15	GAMMA Investing LLC added	Shares	+684	+$19.2K	$87.2K
16	Farther Finance Advisors, LLC added	Shares	+479	+$15.2K	$56.2K
17	Bogart Wealth, LLC new	Shares	+231	+$11.7K	$11.7K
18	SJS Investment Consulting Inc. added	Shares	+199	+$10.0K	$10.1K
19	Activest Wealth Management added	Shares	+174	+$8.3K	$10.5K
20	Atlatl Advisers LLC new	Shares	+67	+$3.4K	$3.4K
21	GoalVest Advisory LLC new	Shares	+51	+$2.6K	$2.6K
22	Creative Capital Management Investments LLC new	Shares	+17	+$859	$859
23	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+2	+$78	$78
24	Morningstar Investment Management LLC unchanged	Shares	0	$0	$403.4K
25	CX Institutional added	Shares	+1.1K	-$10	$289
26	Valued Wealth Advisors LLC unchanged	Shares	0	-$74	$256
27	Hughes Financial Services, LLC trimmed	Shares	-1	-$80	$51
28	AMALGAMATED BANK trimmed	Shares	-432	-$107	$272
29	Quaker Wealth Management, LLC exited	Shares	-2	-$131	$0
30	Vermillion Wealth Management, Inc. exited	Shares	-2	-$131	$0
31	GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ trimmed	Shares	-2.1K	-$158	$72
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-279	-$162	$496
33	LRI Investments, LLC added	Shares	+5	-$189	$1.8K
34	Triumph Capital Management unchanged	Shares	0	-$244	$809
35	HM PAYSON & CO unchanged	Shares	0	-$250	$860
36	DiNuzzo Private Wealth, Inc. trimmed	Shares	-5	-$414	$304
37	Rosenberg Matthew Hamilton exited	Shares	-9	-$587	$0
38	Cromwell Holdings LLC trimmed	Shares	-9	-$740	$511
39	WEBSTER BANK, N. A. unchanged	Shares	0	-$750	$2.6K
40	Ares Financial Consulting, LLC unchanged	Shares	0	-$888	$3.1K
41	Torren Management, LLC trimmed	Shares	-14	-$1.1K	$740
42	ALBION FINANCIAL GROUP /UT exited	Shares	-18	-$1.2K	$0
43	JFS WEALTH ADVISORS, LLC trimmed	Shares	-13	-$1.3K	$1.4K
44	Handelsbanken Fonder AB trimmed	Shares	-6.8K	-$1.3K	$2.9K
45	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.4K	$4.9K
46	Fortitude Family Office, LLC trimmed	Shares	-21	-$1.4K	$202
47	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-22	-$1.4K	$0
48	State of Alaska, Department of Revenue trimmed	Shares	-11.9K	-$2.3K	$5.1K
49	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$2.6K	$8.8K
50	Sound Income Strategies, LLC exited	Shares	-43	-$2.8K	$0

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