Filing Research | QDEL - QUIDELORTHO CORP Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Skylands Capital, LLC	Shares	560.4KSH	$9.8M
2	Y-Intercept (Hong Kong) Ltd	Shares	87.1KSH	$1.5M
3	MOODY NATIONAL BANK TRUST DIVISION	Shares	70.7KSH	$1.2M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	53.6KSH	$939.2K
5	Curated Wealth Partners LLC	Shares	27.3KSH	$623.1K
6	Louisiana State Employees Retirement System	Shares	29.9KSH	$523.7K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.3KSH	$444.5K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.2KSH	$353.8K
9	SummerHaven Investment Management, LLC	Shares	20.0KSH	$349.7K
10	Police & Firemen's Retirement System of New Jersey	Shares	18.9KSH	$331.2K
11	BFSG, LLC	Shares	16.6KSH	$290.0K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.2KSH	$283.2K
13	INSPIRION WEALTH ADVISORS, LLC	Shares	11.5KSH	$208.5K
14	Linden Thomas Advisory Services, LLC	Shares	10.8KSH	$189.3K
15	Merit Financial Group, LLC	Shares	10.4KSH	$182.7K
16	IFP Advisors, Inc	Shares	2.6KSH	$45.0K
17	GAMMA Investing LLC	Shares	2.2KSH	$38.3K
18	MassMutual Private Wealth & Trust, FSB	Shares	1.3KSH	$23.2K
19	Curat Global, LLC	Shares	230SH	$17.7K
20	EverSource Wealth Advisors, LLC	Shares	979SH	$17.1K
21	SIGNATUREFD, LLC	Shares	928SH	$16.3K
22	True Wealth Design, LLC	Shares	778SH	$13.6K
23	Farther Finance Advisors, LLC	Shares	422SH	$7.5K
24	LRI Investments, LLC	Shares	400SH	$7.0K
25	Fortitude Family Office, LLC	Shares	329SH	$5.8K
26	SJS Investment Consulting Inc.	Shares	267SH	$4.7K
27	SBI Securities Co., Ltd.	Shares	159SH	$2.8K
28	Wealth Enhancement Trust Services, Inc.	Shares	155SH	$2.7K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	126SH	$2.3K
30	Bogart Wealth, LLC	Shares	83SH	$1.5K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	56.8KSH	$995
32	Valued Wealth Advisors LLC	Shares	51SH	$894
33	FINANCIAL CONSULATE, INC	Shares	44SH	$771
34	Physician Wealth Advisors, Inc.	Shares	42SH	$736
35	CoreCap Advisors, LLC	Shares	35SH	$613
36	State of Alaska, Department of Revenue	Shares	26.2KSH	$458
37	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$350
38	AMALGAMATED BANK	Shares	18.3KSH	$321
39	FIRST HORIZON CORP	Shares	13SH	$228
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	12SH	$211
41	Cedar Mountain Advisors, LLC	Shares	12SH	$210
42	Abound Wealth Management	Shares	5SH	$88
43	Davis Capital Management	Shares	4SH	$70
44	Activest Wealth Management	Shares	0SH	$0
45	Capital Advisors, Ltd. LLC	Shares	19SH	$0

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

49 / 49 loaded

#		Instrument
1	Skylands Capital, LLC added	Shares	+218.9K	+$4.2M	$9.8M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+39.0K	+$735.8K	$1.5M
3	Curated Wealth Partners LLC new	Shares	+27.3K	+$623.1K	$623.1K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+24.3K	+$444.5K	$444.5K
5	Merit Financial Group, LLC new	Shares	+10.4K	+$182.7K	$182.7K
6	BFSG, LLC added	Shares	+5.9K	+$115.2K	$290.0K
7	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+789	+$89.7K	$1.2M
8	IFP Advisors, Inc added	Shares	+2.5K	+$44.7K	$45.0K
9	Louisiana State Employees Retirement System trimmed	Shares	-200	+$29.2K	$523.7K
10	MassMutual Private Wealth & Trust, FSB new	Shares	+1.3K	+$23.2K	$23.2K
11	SummerHaven Investment Management, LLC unchanged	Shares	0	+$21.7K	$349.7K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$20.5K	$331.2K
13	INSPIRION WEALTH ADVISORS, LLC unchanged	Shares	0	+$20.1K	$208.5K
14	GAMMA Investing LLC added	Shares	+882	+$16.9K	$38.3K
15	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.6K	+$16.1K	$939.2K
16	SIGNATUREFD, LLC added	Shares	+912	+$16.0K	$16.3K
17	EverSource Wealth Advisors, LLC added	Shares	+868	+$15.3K	$17.1K
18	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-474	+$14.1K	$353.8K
19	True Wealth Design, LLC new	Shares	+778	+$13.6K	$13.6K
20	Curat Global, LLC trimmed	Shares	-190	+$10.8K	$17.7K
21	Linden Thomas Advisory Services, LLC trimmed	Shares	-97	+$10.1K	$189.3K
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-629	+$7.2K	$283.2K
23	Fortitude Family Office, LLC added	Shares	+300	+$5.3K	$5.8K
24	SJS Investment Consulting Inc. added	Shares	+252	+$4.4K	$4.7K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+155	+$2.7K	$2.7K
26	Bogart Wealth, LLC new	Shares	+83	+$1.5K	$1.5K
27	Farther Finance Advisors, LLC added	Shares	+40	+$1.1K	$7.5K
28	Valued Wealth Advisors LLC new	Shares	+51	+$894	$894
29	FINANCIAL CONSULATE, INC new	Shares	+44	+$771	$771
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+26	+$633	$2.3K
31	LRI Investments, LLC unchanged	Shares	0	+$434	$7.0K
32	Cedar Mountain Advisors, LLC new	Shares	+12	+$210	$210
33	SBI Securities Co., Ltd. unchanged	Shares	0	+$173	$2.8K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.2K	+$98	$995
35	Davis Capital Management new	Shares	+4	+$70	$70
36	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$46	$211
37	CoreCap Advisors, LLC unchanged	Shares	0	+$38	$613
38	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$21	$350
39	Abound Wealth Management unchanged	Shares	0	+$5	$88
40	AMALGAMATED BANK trimmed	Shares	-1.2K	$0	$321
41	Activest Wealth Management new	Shares	0	$0	$0
42	Capital Advisors, Ltd. LLC new	Shares	+19	$0	$0
43	Sound Income Strategies, LLC exited	Shares	-4	-$66	$0
44	State of Alaska, Department of Revenue trimmed	Shares	-11.2K	-$156	$458
45	Physician Wealth Advisors, Inc. trimmed	Shares	-26	-$382	$736
46	Handelsbanken Fonder AB exited	Shares	-24.4K	-$401	$0
47	Versant Capital Management, Inc exited	Shares	-34	-$559	$0
48	FIRST HORIZON CORP trimmed	Shares	-91	-$1.5K	$228
49	Rachor Investment Advisory Services, LLC exited	Shares	-141	-$2.3K	$0