Filing Research | TDC - TERADATA CORP DEL Institutional Holdings

Snapshot holdings

50 / 96 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	779.5KSH	$27.0M
2	Fideuram Asset Management (Ireland) dac	Shares	220.3KSH	$7.1M
3	Crossmark Global Holdings, Inc.	Shares	190.8KSH	$6.6M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	114.5KSH	$4.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	92.8KSH	$2.8M
6	Y-Intercept (Hong Kong) Ltd	Shares	57.4KSH	$2.0M
7	Louisiana State Employees Retirement System	Shares	41.2KSH	$1.4M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	36.2KSH	$1.3M
9	Sequoia Financial Advisors, LLC	Shares	29.2KSH	$1.0M
10	Police & Firemen's Retirement System of New Jersey	Shares	28.2KSH	$978.2K
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	26.1KSH	$902.9K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.0KSH	$865.9K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.3KSH	$773.2K
14	Counterpoint Mutual Funds LLC	Shares	21.5KSH	$745.6K
15	Unique Wealth Strategies, LLC	Shares	19.2KSH	$664.8K
16	Procyon Advisors, LLC	Shares	14.6KSH	$505.7K
17	Merit Financial Group, LLC	Shares	12.0KSH	$415.8K
18	Diversified Trust Co	Shares	11.0KSH	$379.5K
19	Composition Wealth, LLC	Shares	10.3KSH	$356.2K
20	Mirae Asset Global Investments Co., Ltd.	Shares	9.9KSH	$341.7K
21	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	9.8KSH	$338.5K
22	NorthCrest Asset Manangement, LLC	Shares	8.4KSH	$291.4K
23	Portside Wealth Group, LLC	Shares	8.4KSH	$290.0K
24	Wedmont Private Capital	Shares	7.4KSH	$249.1K
25	Aaron Wealth Advisors LLC	Shares	7.1KSH	$245.3K
26	Perpetual Ltd	Shares	7.0KSH	$242.3K
27	WADDELL & ASSOCIATES, LLC	Shares	6.7KSH	$231.0K
28	Platform Technology Partners	Shares	6.5KSH	$224.2K
29	Optas, LLC	Shares	6.0KSH	$208.3K
30	Versant Capital Management, Inc	Shares	6.0KSH	$207.8K
31	GAMMA Investing LLC	Shares	5.6KSH	$195.6K
32	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$80.0K
33	SIGNATUREFD, LLC	Shares	2.2KSH	$76.9K
34	SJS Investment Consulting Inc.	Shares	1.9KSH	$65.9K
35	Farther Finance Advisors, LLC	Shares	1.8KSH	$61.9K
36	True Wealth Design, LLC	Shares	1.5KSH	$51.2K
37	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$41.0K
38	ELEVATION WEALTH PARTNERS, LLC	Shares	1.2KSH	$41.0K
39	Financial Management Professionals, Inc.	Shares	1.0KSH	$36.1K
40	ST GERMAIN D J CO INC	Shares	1.0KSH	$34.6K
41	EXCHANGE TRADED CONCEPTS, LLC	Shares	879SH	$30.5K
42	Main Street Group, LTD	Shares	846SH	$29.3K
43	SBI Securities Co., Ltd.	Shares	846SH	$29.3K
44	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	800SH	$27.7K
45	Sachetta, LLC	Shares	409SH	$14.2K
46	CX Institutional	Shares	350.9KSH	$12.2K
47	HIGHLINE WEALTH PARTNERS LLC	Shares	293SH	$10.2K
48	MassMutual Private Wealth & Trust, FSB	Shares	261SH	$9.0K
49	Smallwood Wealth Investment Management, LLC	Shares	242SH	$8.4K
50	Steigerwald, Gordon & Koch Inc.	Shares	209SH	$7.2K

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

50 / 109 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+10.3K	+$7.3M	$27.0M
2	Fideuram Asset Management (Ireland) dac new	Shares	+220.3K	+$7.1M	$7.1M
3	Crossmark Global Holdings, Inc. added	Shares	+93.6K	+$4.1M	$6.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.3K	+$1.9M	$2.8M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+42.4K	+$1.6M	$2.0M
6	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+17.1K	+$1.5M	$4.0M
7	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+36.2K	+$1.3M	$1.3M
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+18.2K	+$701.9K	$902.9K
9	Procyon Advisors, LLC new	Shares	+14.6K	+$505.7K	$505.7K
10	Diversified Trust Co new	Shares	+11.0K	+$379.5K	$379.5K
11	Louisiana State Employees Retirement System trimmed	Shares	-100	+$369.1K	$1.4M
12	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+9.8K	+$338.5K	$338.5K
13	Mirae Asset Global Investments Co., Ltd. added	Shares	+9.2K	+$325.1K	$341.7K
14	NorthCrest Asset Manangement, LLC new	Shares	+8.4K	+$291.4K	$291.4K
15	Wedmont Private Capital new	Shares	+7.4K	+$249.1K	$249.1K
16	Aaron Wealth Advisors LLC new	Shares	+7.1K	+$245.3K	$245.3K
17	Perpetual Ltd new	Shares	+7.0K	+$242.3K	$242.3K
18	WADDELL & ASSOCIATES, LLC new	Shares	+6.7K	+$231.0K	$231.0K
19	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+81	+$227.5K	$865.9K
20	Platform Technology Partners new	Shares	+6.5K	+$224.2K	$224.2K
21	Optas, LLC new	Shares	+6.0K	+$208.3K	$208.3K
22	Unique Wealth Strategies, LLC added	Shares	+1.3K	+$206.5K	$664.8K
23	Merit Financial Group, LLC added	Shares	+3.2K	+$190.1K	$415.8K
24	Sequoia Financial Advisors, LLC trimmed	Shares	-3.1K	+$185.2K	$1.0M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-734	+$182.5K	$773.2K
26	Versant Capital Management, Inc added	Shares	+3.5K	+$144.0K	$207.8K
27	Composition Wealth, LLC added	Shares	+163	+$96.9K	$356.2K
28	GAMMA Investing LLC added	Shares	+541	+$64.8K	$195.6K
29	SIGNATUREFD, LLC added	Shares	+1.0K	+$46.8K	$76.9K
30	ELEVATION WEALTH PARTNERS, LLC added	Shares	+1.0K	+$36.5K	$41.0K
31	Financial Management Professionals, Inc. new	Shares	+1.0K	+$36.1K	$36.1K
32	True Wealth Design, LLC added	Shares	+810	+$34.1K	$51.2K
33	EverSource Wealth Advisors, LLC added	Shares	+487	+$33.3K	$80.0K
34	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+879	+$30.5K	$30.5K
35	Farther Finance Advisors, LLC added	Shares	+531	+$30.1K	$61.9K
36	SBI Securities Co., Ltd. added	Shares	+480	+$19.9K	$29.3K
37	SJS Investment Consulting Inc. added	Shares	+89	+$19.4K	$65.9K
38	Sachetta, LLC added	Shares	+345	+$12.5K	$14.2K
39	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$10.7K	$41.0K
40	ST GERMAIN D J CO INC unchanged	Shares	0	+$9.0K	$34.6K
41	HIGHLINE WEALTH PARTNERS LLC added	Shares	+204	+$7.9K	$10.2K
42	Main Street Group, LTD unchanged	Shares	0	+$7.6K	$29.3K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$4.3K	$27.7K
44	Blue Trust, Inc. added	Shares	+85	+$4.0K	$6.9K
45	CX Institutional added	Shares	+27.7K	+$3.9K	$12.2K
46	Nova Wealth Management, Inc. new	Shares	+100	+$3.5K	$3.5K
47	MassMutual Private Wealth & Trust, FSB added	Shares	+17	+$2.8K	$9.0K
48	PFS Partners, LLC added	Shares	+34	+$2.6K	$6.8K
49	Physician Wealth Advisors, Inc. added	Shares	+63	+$2.4K	$3.1K
50	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$2.2K	$8.4K

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