Filing Research | SPXC - SPX TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	547.2KSH	$134.2M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	86.4KSH	$21.2M
3	Tema ETFs LLC	Shares	48.4KSH	$11.9M
4	Catawba River Capital	Shares	39.3KSH	$9.6M
5	Y-Intercept (Hong Kong) Ltd	Shares	26.3KSH	$6.4M
6	MOODY ALDRICH PARTNERS LLC	Shares	25.6KSH	$6.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	22.0KSH	$5.4M
8	Redhawk Wealth Advisors, Inc.	Shares	17.7KSH	$4.3M
9	Louisiana State Employees Retirement System	Shares	14.7KSH	$3.6M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.0KSH	$3.4M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.0KSH	$2.9M
12	NorthCrest Asset Manangement, LLC	Shares	12.3KSH	$2.7M
13	Blackhawk Capital Partners, LLC	Shares	10.3KSH	$2.5M
14	Segment Wealth Management, LLC	Shares	10.2KSH	$2.5M
15	Diversified Trust Co	Shares	6.0KSH	$1.5M
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.7KSH	$1.4M
17	Sequoia Financial Advisors, LLC	Shares	4.5KSH	$1.1M
18	Yorktown Management & Research Co Inc	Shares	4.3KSH	$1.0M
19	Goelzer Investment Management, Inc.	Shares	3.6KSH	$882.6K
20	Gradient Investments LLC	Shares	3.3KSH	$820.3K
21	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	3.3KSH	$806.9K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	3.7KSH	$790.2K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.7KSH	$786.8K
24	Crossmark Global Holdings, Inc.	Shares	3.0KSH	$739.4K
25	PFG Advisors	Shares	2.5KSH	$613.2K
26	Procyon Advisors, LLC	Shares	2.4KSH	$581.3K
27	Venturi Wealth Management, LLC	Shares	2.3KSH	$557.8K
28	Harbour Capital Advisors, LLC	Shares	2.4KSH	$528.6K
29	Financial Partners Group, Inc	Shares	2.1KSH	$513.3K
30	Fifth Third Wealth Advisors LLC	Shares	2.1KSH	$504.8K
31	First Bank & Trust	Shares	2.0KSH	$491.1K
32	SUMMITRY LLC	Shares	2.0KSH	$485.4K
33	GAMMA Investing LLC	Shares	1.7KSH	$416.3K
34	Abel Hall, LLC	Shares	1.6KSH	$401.3K
35	ST GERMAIN D J CO INC	Shares	1.6KSH	$398.2K
36	Merit Financial Group, LLC	Shares	1.5KSH	$357.5K
37	Formidable Asset Management, LLC	Shares	1.4KSH	$350.8K
38	DAVENPORT & Co LLC	Shares	1.3KSH	$323.3K
39	Quest 10 Wealth Builders, Inc.	Shares	1.3KSH	$316.8K
40	MOODY NATIONAL BANK TRUST DIVISION	Shares	1.3KSH	$309.2K
41	QRG CAPITAL MANAGEMENT, INC.	Shares	1.2KSH	$292.9K
42	EAGLE WEALTH STRATEGIES LLC	Shares	1.2KSH	$288.1K
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.1KSH	$281.7K
44	Farther Finance Advisors, LLC	Shares	1.1KSH	$279.6K
45	Sowell Financial Services LLC	Shares	1.1KSH	$263.3K
46	Hilltop National Bank	Shares	1.0KSH	$255.5K
47	Annex Advisory Services, LLC	Shares	914SH	$224.1K
48	EXCHANGE TRADED CONCEPTS, LLC	Shares	905SH	$221.9K
49	COURIER CAPITAL LLC	Shares	837SH	$205.2K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	750SH	$183.9K

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

50 / 100 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+26.3K	+$6.4M	$6.4M
2	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-4.4K	+$3.0M	$21.2M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+8.8K	+$2.8M	$5.4M
4	Conestoga Capital Advisors, LLC trimmed	Shares	-110.4K	+$2.7M	$134.2M
5	Tema ETFs LLC added	Shares	+1.8K	+$2.5M	$11.9M
6	Blackhawk Capital Partners, LLC new	Shares	+10.3K	+$2.5M	$2.5M
7	Catawba River Capital added	Shares	+191	+$1.7M	$9.6M
8	Gradient Investments LLC new	Shares	+3.3K	+$820.3K	$820.3K
9	Louisiana State Employees Retirement System added	Shares	+300	+$724.9K	$3.6M
10	Redhawk Wealth Advisors, Inc. trimmed	Shares	-804	+$638.9K	$4.3M
11	Segment Wealth Management, LLC added	Shares	+635	+$586.8K	$2.5M
12	Procyon Advisors, LLC new	Shares	+2.4K	+$581.3K	$581.3K
13	Yorktown Management & Research Co Inc added	Shares	+1.6K	+$502.1K	$1.0M
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-861	+$460.7K	$3.4M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-501	+$442.0K	$2.9M
16	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$439.1K	$1.1M
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+872	+$432.5K	$1.4M
18	Formidable Asset Management, LLC new	Shares	+1.4K	+$350.8K	$350.8K
19	DAVENPORT & Co LLC new	Shares	+1.3K	+$323.3K	$323.3K
20	Financial Partners Group, Inc added	Shares	+1.0K	+$294.6K	$513.3K
21	QRG CAPITAL MANAGEMENT, INC. new	Shares	+1.2K	+$292.9K	$292.9K
22	Harbour Capital Advisors, LLC added	Shares	+1.3K	+$291.4K	$528.6K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+890	+$288.7K	$786.8K
24	Sowell Financial Services LLC new	Shares	+1.1K	+$263.3K	$263.3K
25	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+468	+$242.5K	$806.9K
26	NorthCrest Asset Manangement, LLC added	Shares	+17	+$240.3K	$2.7M
27	Annex Advisory Services, LLC new	Shares	+914	+$224.1K	$224.1K
28	Fifth Third Wealth Advisors LLC added	Shares	+628	+$218.7K	$504.8K
29	COURIER CAPITAL LLC new	Shares	+837	+$205.2K	$205.2K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+750	+$183.9K	$183.9K
31	Goelzer Investment Management, Inc. unchanged	Shares	0	+$162.8K	$882.6K
32	Crossmark Global Holdings, Inc. added	Shares	+62	+$148.8K	$739.4K
33	PFG Advisors added	Shares	+34	+$119.9K	$613.2K
34	GAMMA Investing LLC added	Shares	+182	+$113.2K	$416.3K
35	Venturi Wealth Management, LLC unchanged	Shares	0	+$102.9K	$557.8K
36	SUMMITRY LLC added	Shares	+19	+$93.4K	$485.4K
37	First Bank & Trust trimmed	Shares	-47	+$81.2K	$491.1K
38	ST GERMAIN D J CO INC unchanged	Shares	0	+$73.5K	$398.2K
39	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+285	+$69.9K	$69.9K
40	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+115	+$63.9K	$221.9K
41	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$58.4K	$316.8K
42	MOODY NATIONAL BANK TRUST DIVISION trimmed	Shares	-9	+$55.2K	$309.2K
43	Merit Financial Group, LLC trimmed	Shares	-62	+$53.5K	$357.5K
44	EAGLE WEALTH STRATEGIES LLC trimmed	Shares	-2	+$52.7K	$288.1K
45	Farther Finance Advisors, LLC added	Shares	+30	+$52.2K	$279.6K
46	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$52.0K	$281.7K
47	Hilltop National Bank unchanged	Shares	0	+$47.1K	$255.5K
48	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$44.0K	$790.2K
49	Abel Hall, LLC trimmed	Shares	-164	+$41.3K	$401.3K
50	FIRST HORIZON CORP added	Shares	+79	+$33.5K	$96.1K

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