Filing Research | PDFS - PDF SOLUTIONS INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.4MSH	$97.7M
2	Silverberg Bernstein Capital Management LLC	Shares	465.8KSH	$33.0M
3	DAVENPORT & Co LLC	Shares	150.4KSH	$10.6M
4	HERALD INVESTMENT MANAGEMENT Ltd	Shares	119.7KSH	$8.5M
5	Bouvel Investment Partners, LLC	Shares	63.4KSH	$4.5M
6	Kings Path Partners LLC	Shares	19.6KSH	$1.4M
7	Louisiana State Employees Retirement System	Shares	16.5KSH	$1.2M
8	Central Pacific Bank - Trust Division	Shares	12.7KSH	$897.0K
9	Police & Firemen's Retirement System of New Jersey	Shares	9.8KSH	$690.8K
10	Yorktown Management & Research Co Inc	Shares	9.6KSH	$676.0K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.5KSH	$674.3K
12	Significant Wealth Partners LLC	Shares	8.9KSH	$633.5K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.9KSH	$632.6K
14	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	6.9KSH	$490.7K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.9KSH	$445.3K
16	Counterpoint Mutual Funds LLC	Shares	6.2KSH	$441.7K
17	ZWJ INVESTMENT COUNSEL INC	Shares	5.8KSH	$411.5K
18	Net Worth Advisory Group	Shares	5.2KSH	$365.4K
19	Abel Hall, LLC	Shares	5.0KSH	$351.1K
20	Assenagon Asset Management S.A.	Shares	4.9KSH	$346.9K
21	Clarus Group, Inc.	Shares	3.8KSH	$269.0K
22	Sequoia Financial Advisors, LLC	Shares	3.6KSH	$254.2K
23	NorthCrest Asset Manangement, LLC	Shares	3.9KSH	$216.8K
24	1620 INVESTMENT ADVISORS, INC.	Shares	2.5KSH	$178.5K
25	GAMMA Investing LLC	Shares	2.3KSH	$161.5K
26	SIGNATUREFD, LLC	Shares	1.9KSH	$138.0K
27	Versant Capital Management, Inc	Shares	1.6KSH	$114.0K
28	MassMutual Private Wealth & Trust, FSB	Shares	719SH	$50.9K
29	LANARK FINANCIAL, INC.	Shares	618SH	$43.7K
30	Farther Finance Advisors, LLC	Shares	201SH	$14.2K
31	IFP Advisors, Inc	Shares	173SH	$12.2K
32	EverSource Wealth Advisors, LLC	Shares	111SH	$7.9K
33	SBI Securities Co., Ltd.	Shares	61SH	$4.3K
34	Fortitude Family Office, LLC	Shares	60SH	$4.2K
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	21SH	$1.5K
36	State of Alaska, Department of Revenue	Shares	13.7KSH	$970
37	AMALGAMATED BANK	Shares	10.0KSH	$708
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	8.2KSH	$579
39	JFS WEALTH ADVISORS, LLC	Shares	6SH	$425
40	Abound Wealth Management	Shares	5SH	$354
41	Cedar Mountain Advisors, LLC	Shares	5SH	$354
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$213
43	Davis Capital Management	Shares	2SH	$142
44	Capital Advisors, Ltd. LLC	Shares	8SH	$1

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

45 / 45 loaded

#		Instrument
1	WASATCH ADVISORS LP added	Shares	+873.0K	+$81.1M	$97.7M
2	Silverberg Bernstein Capital Management LLC trimmed	Shares	-7.1K	+$17.5M	$33.0M
3	DAVENPORT & Co LLC new	Shares	+150.4K	+$10.6M	$10.6M
4	Bouvel Investment Partners, LLC new	Shares	+63.4K	+$4.5M	$4.5M
5	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-80.3K	+$1.9M	$8.5M
6	Louisiana State Employees Retirement System added	Shares	+2.3K	+$703.6K	$1.2M
7	Kings Path Partners LLC trimmed	Shares	-4.9K	+$691.7K	$1.4M
8	Central Pacific Bank - Trust Division added	Shares	+3.5K	+$596.4K	$897.0K
9	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+6.9K	+$490.7K	$490.7K
10	Counterpoint Mutual Funds LLC new	Shares	+6.2K	+$441.7K	$441.7K
11	ZWJ INVESTMENT COUNSEL INC new	Shares	+5.8K	+$411.5K	$411.5K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+918	+$401.7K	$690.8K
13	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1.1K	+$397.2K	$674.3K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+1.0K	+$373.7K	$632.6K
15	Net Worth Advisory Group new	Shares	+5.2K	+$365.4K	$365.4K
16	Yorktown Management & Research Co Inc unchanged	Shares	0	+$363.7K	$676.0K
17	Abel Hall, LLC new	Shares	+5.0K	+$351.1K	$351.1K
18	Significant Wealth Partners LLC added	Shares	+15	+$341.3K	$633.5K
19	Sequoia Financial Advisors, LLC new	Shares	+3.6K	+$254.2K	$254.2K
20	NorthCrest Asset Manangement, LLC new	Shares	+3.9K	+$216.8K	$216.8K
21	GAMMA Investing LLC added	Shares	+72	+$89.2K	$161.5K
22	SIGNATUREFD, LLC added	Shares	+119	+$78.1K	$138.0K
23	Versant Capital Management, Inc trimmed	Shares	-30	+$60.3K	$114.0K
24	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-1.3K	+$53.3K	$178.5K
25	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-65	+$25.3K	$50.9K
26	LANARK FINANCIAL, INC. trimmed	Shares	-305	+$13.6K	$43.7K
27	Farther Finance Advisors, LLC added	Shares	+87	+$10.4K	$14.2K
28	IFP Advisors, Inc unchanged	Shares	0	+$6.6K	$12.2K
29	Fortitude Family Office, LLC new	Shares	+60	+$4.2K	$4.2K
30	SBI Securities Co., Ltd. added	Shares	+24	+$3.1K	$4.3K
31	EverSource Wealth Advisors, LLC trimmed	Shares	-88	+$1.3K	$7.9K
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$800	$1.5K
33	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$425	$425
34	AMALGAMATED BANK added	Shares	+784	+$407	$708
35	State of Alaska, Department of Revenue trimmed	Shares	-3.5K	+$407	$970
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.6K	+$365	$579
37	Abound Wealth Management added	Shares	+1	+$223	$354
38	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$190	$354
39	Davis Capital Management new	Shares	+2	+$142	$142
40	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$114	$213
41	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$1
42	Sound Income Strategies, LLC exited	Shares	-182	-$6.1K	$0
43	Clarus Group, Inc. trimmed	Shares	-6.8K	-$76.2K	$269.0K
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.5K	-$124.6K	$445.3K
45	Assenagon Asset Management S.A. trimmed	Shares	-15.6K	-$323.7K	$346.9K