Filing Research | NATL - NCR ATLEOS CORPORATION Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	90.1KSH	$4.0M
2	Y-Intercept (Hong Kong) Ltd	Shares	46.6KSH	$2.0M
3	Olympiad Research LP	Shares	33.5KSH	$1.5M
4	Louisiana State Employees Retirement System	Shares	32.3KSH	$1.4M
5	TECTONIC ADVISORS LLC	Shares	29.7KSH	$1.3M
6	Police & Firemen's Retirement System of New Jersey	Shares	21.8KSH	$948.0K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.7KSH	$857.1K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.5KSH	$759.5K
9	EASTERLY INVESTMENT PARTNERS LLC	Shares	14.7KSH	$638.6K
10	Fractal Investments LLC	Shares	12.7KSH	$551.3K
11	Composition Wealth, LLC	Shares	10.4KSH	$453.3K
12	Yorktown Management & Research Co Inc	Shares	10.4KSH	$451.5K
13	Crossmark Global Holdings, Inc.	Shares	4.6KSH	$200.6K
14	GAMMA Investing LLC	Shares	3.3KSH	$141.7K
15	Blue Trust, Inc.	Shares	1.2KSH	$51.6K
16	Versant Capital Management, Inc	Shares	580SH	$25.2K
17	Community Financial Services Group, LLC	Shares	323SH	$14.2K
18	LRI Investments, LLC	Shares	319SH	$13.8K
19	Farther Finance Advisors, LLC	Shares	308SH	$13.3K
20	ST GERMAIN D J CO INC	Shares	250SH	$10.9K
21	DiNuzzo Private Wealth, Inc.	Shares	236SH	$10.2K
22	IFP Advisors, Inc	Shares	203SH	$8.8K
23	Cape Investment Advisory, Inc.	Shares	175SH	$7.6K
24	Spire Wealth Management	Shares	155SH	$6.7K
25	ARMSTRONG ADVISORY GROUP, INC	Shares	142SH	$6.2K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	131SH	$5.8K
27	EverSource Wealth Advisors, LLC	Shares	108SH	$4.7K
28	TOMPKINS FINANCIAL CORP	Shares	100SH	$4.3K
29	Hickory Point Bank & Trust	Shares	93SH	$4.0K
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	73.9KSH	$3.2K
31	Bogart Wealth, LLC	Shares	67SH	$2.9K
32	Fortis Group Advisors, LLC	Shares	62SH	$2.7K
33	MassMutual Private Wealth & Trust, FSB	Shares	62SH	$2.7K
34	SIGNATUREFD, LLC	Shares	59SH	$2.6K
35	SOA Wealth Advisors, LLC.	Shares	49SH	$2.1K
36	PFS Partners, LLC	Shares	48SH	$2.1K
37	Torren Management, LLC	Shares	46SH	$2.0K
38	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	44SH	$1.9K
39	AdvisorNet Financial, Inc	Shares	44SH	$1.9K
40	Owl Creek Wealth Partners LLC	Shares	43SH	$1.9K
41	JFS WEALTH ADVISORS, LLC	Shares	40SH	$1.7K
42	Lodestone Wealth Management LLC	Shares	39SH	$1.7K
43	State of Alaska, Department of Revenue	Shares	34.8KSH	$1.5K
44	CoreCap Advisors, LLC	Shares	32SH	$1.4K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	31SH	$1.3K
46	Key FInancial Inc	Shares	29SH	$1.3K
47	Handelsbanken Fonder AB	Shares	24.2KSH	$1.1K
48	COUNTRY TRUST BANK	Shares	22SH	$955
49	Fortitude Family Office, LLC	Shares	22SH	$955
50	AMALGAMATED BANK	Shares	19.8KSH	$861

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

50 / 77 loaded

#		Instrument
1	Olympiad Research LP new	Shares	+33.5K	+$1.5M	$1.5M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+21.8K	+$940.1K	$2.0M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$63.3K	$948.0K
4	Cape Investment Advisory, Inc. new	Shares	+175	+$7.6K	$7.6K
5	IFP Advisors, Inc added	Shares	+52	+$2.2K	$8.8K
6	GAMMA Investing LLC added	Shares	+54	+$1.8K	$141.7K
7	HIGHLINE WEALTH PARTNERS LLC new	Shares	+19	+$825	$825
8	JFS WEALTH ADVISORS, LLC added	Shares	+18	+$778	$1.7K
9	PFS Partners, LLC added	Shares	+17	+$733	$2.1K
10	HORIZON FINANCIAL SERVICES, LLC new	Shares	+16	+$695	$695
11	Farther Finance Advisors, LLC added	Shares	+10	+$277	$13.3K
12	Davis Capital Management new	Shares	+4	+$174	$174
13	Fortitude Family Office, LLC added	Shares	+3	+$127	$955
14	Community Financial Services Group, LLC unchanged	Shares	0	+$100	$14.2K
15	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$87	$87
16	Hughes Financial Services, LLC added	Shares	+1	+$43	$87
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$41	$5.8K
18	DiNuzzo Private Wealth, Inc. added	Shares	+1	+$3	$10.2K
19	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$3
20	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	$0	$131
21	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	$0	$217
22	Harbor Asset Planning, Inc. unchanged	Shares	0	-$1	$260
23	Main Street Group, LTD unchanged	Shares	0	-$1	$130
24	SJS Investment Consulting Inc. unchanged	Shares	0	-$1	$348
25	EASTERN BANK unchanged	Shares	0	-$2	$434
26	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2	$651
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$2	$565
28	Rosenberg Matthew Hamilton unchanged	Shares	0	-$2	$521
29	CONTRAVISORY INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$3	$651
30	COUNTRY TRUST BANK unchanged	Shares	0	-$4	$955
31	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$5	$1.3K
32	Key FInancial Inc unchanged	Shares	0	-$5	$1.3K
33	CoreCap Advisors, LLC unchanged	Shares	0	-$6	$1.4K
34	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$7	$1.9K
35	Lodestone Wealth Management LLC unchanged	Shares	0	-$7	$1.7K
36	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$7	$1.9K
37	AdvisorNet Financial, Inc unchanged	Shares	0	-$8	$1.9K
38	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$8	$2.1K
39	Torren Management, LLC unchanged	Shares	0	-$8	$2.0K
40	LRI Investments, LLC added	Shares	+1	-$10	$13.8K
41	SIGNATUREFD, LLC unchanged	Shares	0	-$10	$2.6K
42	Fortis Group Advisors, LLC unchanged	Shares	0	-$11	$2.7K
43	Bogart Wealth, LLC unchanged	Shares	0	-$12	$2.9K
44	Hickory Point Bank & Trust unchanged	Shares	0	-$16	$4.0K
45	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$17	$4.3K
46	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$24	$6.2K
47	ST GERMAIN D J CO INC unchanged	Shares	0	-$42	$10.9K
48	Handelsbanken Fonder AB trimmed	Shares	-900	-$43	$1.1K
49	Abound Wealth Management trimmed	Shares	-1	-$44	$174
50	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	-$45	$478

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