Filing Research | PDYN - PALLADYNE AI CORP Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Themes Management Co LLC	Shares	520.2KSH	$3.2M
2	AlphaCentric Advisors LLC	Shares	100.0KSH	$608.0K
3	SBI Securities Co., Ltd.	Shares	46.5KSH	$282.7K
4	Crewe Advisors LLC	Shares	31.1KSH	$189.4K
5	Poehling Capital Management, INC.	Shares	16.3KSH	$99.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	11.8KSH	$71.9K
7	Key Client Fiduciary Advisors, LLC	Shares	10.5KSH	$63.6K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9.5KSH	$57.3K
9	Farther Finance Advisors, LLC	Shares	3.1KSH	$18.9K
10	Central Pacific Bank - Trust Division	Shares	1.5KSH	$9.0K
11	GAMMA Investing LLC	Shares	533SH	$3.2K
12	LANARK FINANCIAL, INC.	Shares	500SH	$3.0K
13	Fortitude Family Office, LLC	Shares	132SH	$803
14	Noble Wealth Management PBC	Shares	77SH	$468
15	SJS Investment Consulting Inc.	Shares	68SH	$414
16	Fairway Wealth LLC	Shares	50SH	$304
17	EverSource Wealth Advisors, LLC	Shares	29SH	$176
18	IFP Advisors, Inc	Shares	15SH	$91

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

22 / 22 loaded

#		Instrument
1	Themes Management Co LLC added	Shares	+127.9K	+$781.8K	$3.2M
2	SBI Securities Co., Ltd. added	Shares	+20.4K	+$124.2K	$282.7K
3	Key Client Fiduciary Advisors, LLC new	Shares	+10.5K	+$63.6K	$63.6K
4	Farther Finance Advisors, LLC added	Shares	+1.5K	+$8.9K	$18.9K
5	AlphaCentric Advisors LLC unchanged	Shares	0	+$1.0K	$608.0K
6	Fortitude Family Office, LLC new	Shares	+132	+$803	$803
7	SJS Investment Consulting Inc. new	Shares	+68	+$414	$414
8	Crewe Advisors LLC unchanged	Shares	0	+$311	$189.4K
9	Fairway Wealth LLC new	Shares	+50	+$304	$304
10	Poehling Capital Management, INC. unchanged	Shares	0	+$164	$99.2K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$118	$71.9K
12	Central Pacific Bank - Trust Division unchanged	Shares	0	+$15	$9.0K
13	LANARK FINANCIAL, INC. unchanged	Shares	0	+$5	$3.0K
14	Noble Wealth Management PBC unchanged	Shares	0	+$1	$468
15	IFP Advisors, Inc unchanged	Shares	0	$0	$91
16	True Wealth Design, LLC exited	Shares	-12	-$73	$0
17	GAMMA Investing LLC trimmed	Shares	-70	-$419	$3.2K
18	EverSource Wealth Advisors, LLC trimmed	Shares	-234	-$1.4K	$176
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-2.0K	-$13.8K	$57.3K
20	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-28.7K	-$173.9K	$0
21	Cadent Capital Advisors, LLC exited	Shares	-46.9K	-$284.5K	$0
22	COOKSON PEIRCE & CO INC exited	Shares	-50.0K	-$303.5K	$0