Filing Research | KD - KYNDRYL HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 168 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	1.1MSH	$12.0M
2	Alpha Omega Wealth Management LLC	Shares	133.3KSH	$1.5M
3	Y-Intercept (Hong Kong) Ltd	Shares	129.3KSH	$1.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	135.5KSH	$1.4M
5	Sky Investment Group LLC	Shares	108.4KSH	$1.2M
6	Police & Firemen's Retirement System of New Jersey	Shares	103.7KSH	$1.2M
7	Poehling Capital Management, INC.	Shares	96.7KSH	$1.1M
8	HERALD INVESTMENT MANAGEMENT Ltd	Shares	80.0KSH	$904.8K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	68.1KSH	$769.9K
10	Louisiana State Employees Retirement System	Shares	66.0KSH	$746.5K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	54.0KSH	$610.4K
12	Merit Financial Group, LLC	Shares	48.5KSH	$548.9K
13	CACTI ASSET MANAGEMENT LLC	Shares	42.8KSH	$483.6K
14	Capstone Capital Management Ltd	Shares	31.7KSH	$358.4K
15	180 WEALTH ADVISORS, LLC	Shares	30.1KSH	$340.3K
16	Total Clarity Wealth Management, Inc.	Shares	29.4KSH	$332.8K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	23.9KSH	$269.8K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	16.6KSH	$202.0K
19	NorthCrest Asset Manangement, LLC	Shares	16.3KSH	$196.4K
20	Olympiad Research LP	Shares	15.1KSH	$171.3K
21	Sequoia Financial Advisors, LLC	Shares	14.9KSH	$168.7K
22	Red Door Wealth Management, LLC	Shares	14.3KSH	$162.0K
23	BENJAMIN EDWARDS INC	Shares	14.2KSH	$160.4K
24	Crossmark Global Holdings, Inc.	Shares	14.1KSH	$159.5K
25	SBI Securities Co., Ltd.	Shares	11.8KSH	$133.0K
26	CV Advisors LLC	Shares	10.0KSH	$113.1K
27	Farther Finance Advisors, LLC	Shares	9.3KSH	$105.2K
28	GAMMA Investing LLC	Shares	6.9KSH	$78.2K
29	PFS Partners, LLC	Shares	6.2KSH	$70.0K
30	Curated Wealth Partners LLC	Shares	45.0KSH	$50.4K
31	True Wealth Design, LLC	Shares	3.9KSH	$43.7K
32	EverSource Wealth Advisors, LLC	Shares	3.9KSH	$43.7K
33	IFP Advisors, Inc	Shares	3.3KSH	$36.8K
34	SIGNATUREFD, LLC	Shares	2.9KSH	$32.8K
35	Versant Capital Management, Inc	Shares	2.4KSH	$27.3K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.0KSH	$23.7K
37	Blue Trust, Inc.	Shares	1.9KSH	$21.3K
38	HM PAYSON & CO	Shares	1.6KSH	$18.1K
39	MassMutual Private Wealth & Trust, FSB	Shares	1.4KSH	$15.7K
40	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.1KSH	$12.1K
41	BROADWATER CAPITAL MANAGEMENT LLC	Shares	1.0KSH	$11.7K
42	SJS Investment Consulting Inc.	Shares	966SH	$10.9K
43	Owl Creek Wealth Partners LLC	Shares	875SH	$9.9K
44	Marshall & Sterling Wealth Advisors Inc.	Shares	874SH	$9.9K
45	Investors Research Corp	Shares	860SH	$9.7K
46	FINANCIAL CONSULATE, INC	Shares	772SH	$8.7K
47	TOTH FINANCIAL ADVISORY CORP	Shares	690SH	$7.8K
48	Fortis Group Advisors, LLC	Shares	689SH	$7.8K
49	Total Clarity Wealth Management, Inc.	CALL	4.5KSH	$7.1K
50	COUNTRY TRUST BANK	Shares	621SH	$7.0K

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

50 / 182 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+65.3K	+$623.0K	$1.5M
2	Capstone Capital Management Ltd new	Shares	+31.7K	+$358.4K	$358.4K
3	Total Clarity Wealth Management, Inc. new	Shares	+29.4K	+$332.8K	$332.8K
4	Merit Financial Group, LLC added	Shares	+21.9K	+$198.9K	$548.9K
5	Olympiad Research LP new	Shares	+15.1K	+$171.3K	$171.3K
6	CV Advisors LLC new	Shares	+10.0K	+$113.1K	$113.1K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.8K	+$65.8K	$1.4M
8	PFS Partners, LLC added	Shares	+5.7K	+$62.9K	$70.0K
9	Curated Wealth Partners LLC new	Shares	+45.0K	+$50.4K	$50.4K
10	True Wealth Design, LLC added	Shares	+2.8K	+$29.8K	$43.7K
11	Alpha Omega Wealth Management LLC added	Shares	+19.5K	+$15.0K	$1.5M
12	NorthCrest Asset Manangement, LLC added	Shares	+2.3K	+$12.0K	$196.4K
13	Versant Capital Management, Inc added	Shares	+1.2K	+$11.8K	$27.3K
14	IFP Advisors, Inc added	Shares	+1.0K	+$7.3K	$36.8K
15	Total Clarity Wealth Management, Inc. new	CALL	+4.5K	+$7.1K	$7.1K
16	Trust Co added	Shares	+544	+$6.1K	$6.2K
17	Cape Investment Advisory, Inc. new	Shares	+405	+$4.6K	$4.6K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+488	+$4.6K	$23.7K
19	SJS Investment Consulting Inc. added	Shares	+431	+$3.9K	$10.9K
20	FIRST HORIZON CORP added	Shares	+234	+$2.6K	$2.7K
21	Sachetta, LLC added	Shares	+260	+$2.6K	$5.1K
22	HORIZON FINANCIAL SERVICES, LLC added	Shares	+90	+$929	$1.6K
23	HIGHLINE WEALTH PARTNERS LLC added	Shares	+68	+$640	$1.6K
24	LifeSteps Financial, Inc. new	Shares	+49	+$554	$554
25	BARRETT & COMPANY, INC. added	Shares	+96	+$541	$4.5K
26	Central Pacific Bank - Trust Division new	Shares	+40	+$452	$452
27	Owl Creek Wealth Partners LLC added	Shares	+155	+$450	$9.9K
28	Creative Capital Management Investments LLC new	Shares	+34	+$385	$385
29	Physician Wealth Advisors, Inc. added	Shares	+31	+$343	$396
30	Wealth Enhancement Trust Services, Inc. new	Shares	+26	+$294	$294
31	WOLFF WIESE MAGANA LLC added	Shares	+5	+$38	$170
32	Signature Resources Capital Management, LLC added	Shares	+4	+$2	$317
33	CX Institutional unchanged	Shares	0	$0	$1
34	Capital Advisors, Ltd. LLC trimmed	Shares	-7	$0	$0
35	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$1
36	TSFG, LLC unchanged	Shares	0	$0	$2
37	Tradewinds Capital Management, LLC unchanged	Shares	0	-$2	$12
38	HHM Wealth Advisors, LLC unchanged	Shares	0	-$4	$23
39	Handelsbanken Fonder AB added	Shares	+8.6K	-$9	$760
40	Harbor Asset Planning, Inc. unchanged	Shares	0	-$9	$57
41	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$11	$68
42	Vermillion Wealth Management, Inc. exited	Shares	-1	-$13	$0
43	BIRCHBROOK, INC. unchanged	Shares	0	-$14	$91
44	Fortitude Family Office, LLC unchanged	Shares	0	-$15	$90
45	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$18	$114
46	Mascoma Wealth Management LLC unchanged	Shares	0	-$20	$124
47	Community Financial Services Group, LLC unchanged	Shares	0	-$26	$360
48	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$27	$170
49	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$29	$181
50	JNBA Financial Advisors unchanged	Shares	0	-$31	$193

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