Filing Research | KLIC - Kulicke and Soffa Industries, Inc. Institutional Holdings

Snapshot holdings

50 / 86 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	878.0KSH	$117.4M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	324.1KSH	$43.3M
3	Perpetual Ltd	Shares	228.6KSH	$30.6M
4	HERALD INVESTMENT MANAGEMENT Ltd	Shares	176.6KSH	$23.6M
5	OAK RIDGE INVESTMENTS LLC	Shares	101.3KSH	$13.5M
6	WASATCH ADVISORS LP	Shares	44.6KSH	$6.0M
7	Louisiana State Employees Retirement System	Shares	22.9KSH	$3.1M
8	First National Advisers, LLC	Shares	18.5KSH	$2.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.7KSH	$2.2M
10	CWA Asset Management Group, LLC	Shares	16.5KSH	$2.2M
11	Police & Firemen's Retirement System of New Jersey	Shares	15.3KSH	$2.0M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.1KSH	$1.9M
13	Centurion Wealth Management LLC	Shares	12.8KSH	$1.7M
14	Y-Intercept (Hong Kong) Ltd	Shares	12.5KSH	$1.7M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.4KSH	$1.7M
16	EASTERLY INVESTMENT PARTNERS LLC	Shares	11.5KSH	$1.5M
17	Braeburn Wealth Management LLC	Shares	10.1KSH	$1.4M
18	Baader Bank Aktiengesellschaft	Shares	9.0KSH	$1.2M
19	Ifrah Financial Services, Inc.	Shares	8.8KSH	$1.2M
20	Counterpoint Mutual Funds LLC	Shares	8.6KSH	$1.1M
21	Penbrook Management LLC	Shares	7.1KSH	$949.7K
22	D.A. DAVIDSON & CO.	Shares	6.8KSH	$902.9K
23	Linden Thomas Advisory Services, LLC	Shares	6.1KSH	$815.7K
24	Sequoia Financial Advisors, LLC	Shares	5.9KSH	$785.8K
25	Portside Wealth Group, LLC	Shares	5.5KSH	$740.8K
26	MISSION WEALTH MANAGEMENT, LP	Shares	5.1KSH	$685.9K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.0KSH	$668.9K
28	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	5.0KSH	$665.1K
29	Procyon Advisors, LLC	Shares	4.9KSH	$651.3K
30	JUNCTURE WEALTH STRATEGIES, LLC	Shares	4.6KSH	$617.6K
31	Capstone Capital Management Ltd	Shares	3.9KSH	$521.7K
32	Merit Financial Group, LLC	Shares	3.8KSH	$510.7K
33	GAMMA Investing LLC	Shares	3.8KSH	$503.2K
34	Crossmark Global Holdings, Inc.	Shares	3.6KSH	$476.7K
35	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	3.5KSH	$471.2K
36	EverSource Wealth Advisors, LLC	Shares	3.3KSH	$436.1K
37	Vest Financial, LLC	Shares	3.2KSH	$428.0K
38	Impact Capital Partners LLC	Shares	3.2KSH	$426.6K
39	Farther Finance Advisors, LLC	Shares	2.7KSH	$362.9K
40	Drucker Wealth 3.0, LLC	Shares	2.6KSH	$349.8K
41	Abel Hall, LLC	Shares	2.6KSH	$343.2K
42	SIGNATUREFD, LLC	Shares	2.3KSH	$313.0K
43	Central Pacific Bank - Trust Division	Shares	2.2KSH	$288.8K
44	Envestnet Portfolio Solutions, Inc.	Shares	2.1KSH	$285.6K
45	FULTON BANK, N.A.	Shares	2.1KSH	$283.7K
46	CoreCap Advisors, LLC	Shares	2.1KSH	$274.6K
47	Ballentine Partners, LLC	Shares	2.0KSH	$268.5K
48	McGlone Suttner Wealth Management, Inc.	Shares	2.0KSH	$268.3K
49	FLC Capital Advisors	Shares	2.0KSH	$267.5K
50	Wealth Alliance Advisory Group, LLC	Shares	2.0KSH	$267.5K

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

50 / 92 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+878.0K	+$117.4M	$117.4M
2	Perpetual Ltd added	Shares	+223.1K	+$30.2M	$30.6M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-127.3K	+$13.7M	$43.3M
4	OAK RIDGE INVESTMENTS LLC added	Shares	+15.6K	+$7.9M	$13.5M
5	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-67.5K	+$7.6M	$23.6M
6	First National Advisers, LLC new	Shares	+18.5K	+$2.5M	$2.5M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+12.5K	+$1.7M	$1.7M
8	Louisiana State Employees Retirement System trimmed	Shares	-300	+$1.5M	$3.1M
9	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+11.5K	+$1.5M	$1.5M
10	Baader Bank Aktiengesellschaft new	Shares	+9.0K	+$1.2M	$1.2M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$1.1M	$2.0M
12	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+45	+$959.4K	$1.9M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-348	+$947.1K	$2.2M
14	Centurion Wealth Management LLC trimmed	Shares	-750	+$818.2K	$1.7M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-530	+$809.5K	$1.7M
16	Portside Wealth Group, LLC new	Shares	+5.5K	+$740.8K	$740.8K
17	Braeburn Wealth Management LLC added	Shares	+181	+$698.8K	$1.4M
18	Procyon Advisors, LLC new	Shares	+4.9K	+$651.3K	$651.3K
19	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+4.6K	+$617.6K	$617.6K
20	Counterpoint Mutual Funds LLC unchanged	Shares	0	+$582.3K	$1.1M
21	Sequoia Financial Advisors, LLC added	Shares	+2.3K	+$552.3K	$785.8K
22	Capstone Capital Management Ltd new	Shares	+3.9K	+$521.7K	$521.7K
23	Penbrook Management LLC unchanged	Shares	0	+$483.1K	$949.7K
24	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+3.5K	+$471.2K	$471.2K
25	D.A. DAVIDSON & CO. unchanged	Shares	0	+$459.3K	$902.9K
26	Vest Financial, LLC new	Shares	+3.2K	+$428.0K	$428.0K
27	Impact Capital Partners LLC new	Shares	+3.2K	+$426.6K	$426.6K
28	Linden Thomas Advisory Services, LLC trimmed	Shares	-48	+$411.8K	$815.7K
29	MISSION WEALTH MANAGEMENT, LP added	Shares	+689	+$394.2K	$685.9K
30	Ifrah Financial Services, Inc. trimmed	Shares	-3.3K	+$383.5K	$1.2M
31	Drucker Wealth 3.0, LLC new	Shares	+2.6K	+$349.8K	$349.8K
32	Abel Hall, LLC new	Shares	+2.6K	+$343.2K	$343.2K
33	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-93	+$333.6K	$668.9K
34	Farther Finance Advisors, LLC added	Shares	+2.2K	+$329.7K	$362.9K
35	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-407	+$311.5K	$665.1K
36	Envestnet Portfolio Solutions, Inc. new	Shares	+2.1K	+$285.6K	$285.6K
37	FULTON BANK, N.A. new	Shares	+2.1K	+$283.7K	$283.7K
38	CoreCap Advisors, LLC new	Shares	+2.1K	+$274.6K	$274.6K
39	Merit Financial Group, LLC added	Shares	+152	+$269.8K	$510.7K
40	Ballentine Partners, LLC new	Shares	+2.0K	+$268.5K	$268.5K
41	McGlone Suttner Wealth Management, Inc. new	Shares	+2.0K	+$268.3K	$268.3K
42	FLC Capital Advisors new	Shares	+2.0K	+$267.5K	$267.5K
43	Wealth Alliance Advisory Group, LLC new	Shares	+2.0K	+$267.5K	$267.5K
44	Fifth Third Wealth Advisors LLC new	Shares	+2.0K	+$266.0K	$266.0K
45	GAMMA Investing LLC added	Shares	+47	+$259.1K	$503.2K
46	XML Financial, LLC new	Shares	+1.7K	+$230.7K	$230.7K
47	EverSource Wealth Advisors, LLC added	Shares	+103	+$228.6K	$436.1K
48	Crossmark Global Holdings, Inc. trimmed	Shares	-239	+$226.8K	$476.7K
49	Nolet Wealth Management, LLC new	Shares	+1.6K	+$219.4K	$219.4K
50	SIGNATUREFD, LLC trimmed	Shares	-63	+$155.1K	$313.0K

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