Filing Research | VYX - NCR VOYIX CORPORATION Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Louisiana State Employees Retirement System	Shares	60.4KSH	$493.5K
2	Police & Firemen's Retirement System of New Jersey	Shares	38.6KSH	$315.4K
3	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	36.6KSH	$298.9K
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.7KSH	$267.0K
5	BFSG, LLC	Shares	31.9KSH	$260.9K
6	Curated Wealth Partners LLC	Shares	828SH	$203.9K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$101.9K
8	GAMMA Investing LLC	Shares	5.8KSH	$47.2K
9	IFP Advisors, Inc	Shares	5.5KSH	$44.7K
10	Investors Research Corp	Shares	3.4KSH	$27.8K
11	Blue Trust, Inc.	Shares	3.3KSH	$27.1K
12	Farther Finance Advisors, LLC	Shares	1.7KSH	$13.4K
13	LRI Investments, LLC	Shares	911SH	$7.4K
14	EverSource Wealth Advisors, LLC	Shares	799SH	$6.5K
15	MassMutual Private Wealth & Trust, FSB	Shares	774SH	$6.3K
16	Community Financial Services Group, LLC	Shares	646SH	$5.5K
17	Golden State Wealth Management, LLC	Shares	500SH	$4.1K
18	ST GERMAIN D J CO INC	Shares	500SH	$4.1K
19	DiNuzzo Private Wealth, Inc.	Shares	465SH	$3.8K
20	Cape Investment Advisory, Inc.	Shares	351SH	$2.9K
21	SJS Investment Consulting Inc.	Shares	339SH	$2.8K
22	Spire Wealth Management	Shares	338SH	$2.8K
23	ARMSTRONG ADVISORY GROUP, INC	Shares	222SH	$1.8K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	212SH	$1.8K
25	TOMPKINS FINANCIAL CORP	Shares	200SH	$1.6K
26	Hickory Point Bank & Trust	Shares	186SH	$1.5K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	182.2KSH	$1.5K
28	Bogart Wealth, LLC	Shares	134SH	$1.1K
29	Fortis Group Advisors, LLC	Shares	126SH	$1.0K
30	SIGNATUREFD, LLC	Shares	104SH	$850
31	Steigerwald, Gordon & Koch Inc.	Shares	100SH	$817
32	SOA Wealth Advisors, LLC.	Shares	98SH	$801
33	SBI Securities Co., Ltd.	Shares	90SH	$735
34	AdvisorNet Financial, Inc	Shares	89SH	$727
35	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	88SH	$719
36	Marquette Asset Management, LLC	Shares	80SH	$654
37	PFS Partners, LLC	Shares	79SH	$646
38	Lodestone Wealth Management LLC	Shares	79SH	$645
39	CoreCap Advisors, LLC	Shares	65SH	$531
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	63SH	$515
41	Citizens National Bank Trust Department	Shares	62SH	$507
42	Key FInancial Inc	Shares	59SH	$482
43	State of Alaska, Department of Revenue	Shares	45.4KSH	$370
44	COUNTRY TRUST BANK	Shares	44SH	$359
45	HIGHLINE WEALTH PARTNERS LLC	Shares	38SH	$310
46	AMALGAMATED BANK	Shares	37.1KSH	$303
47	HORIZON FINANCIAL SERVICES, LLC	Shares	32SH	$261
48	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	30SH	$245
49	LANARK FINANCIAL, INC.	Shares	30SH	$245
50	Physician Wealth Advisors, Inc.	Shares	26SH	$213

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

50 / 66 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+828	+$203.9K	$203.9K
2	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$104.8K	$493.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.6K	+$101.9K	$101.9K
4	BFSG, LLC added	Shares	+4.2K	+$85.6K	$260.9K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$71.0K	$315.4K
6	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-272	+$65.6K	$298.9K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.6K	+$50.2K	$267.0K
8	IFP Advisors, Inc added	Shares	+5.5K	+$44.6K	$44.7K
9	GAMMA Investing LLC added	Shares	+962	+$16.7K	$47.2K
10	Farther Finance Advisors, LLC added	Shares	+1.5K	+$12.2K	$13.4K
11	Investors Research Corp unchanged	Shares	0	+$6.3K	$27.8K
12	Blue Trust, Inc. trimmed	Shares	-17	+$6.0K	$27.1K
13	EverSource Wealth Advisors, LLC added	Shares	+630	+$5.5K	$6.5K
14	Cape Investment Advisory, Inc. new	Shares	+351	+$2.9K	$2.9K
15	SJS Investment Consulting Inc. new	Shares	+339	+$2.8K	$2.8K
16	LRI Investments, LLC unchanged	Shares	0	+$1.7K	$7.4K
17	Community Financial Services Group, LLC unchanged	Shares	0	+$1.5K	$5.5K
18	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-32	+$1.2K	$6.3K
19	Golden State Wealth Management, LLC unchanged	Shares	0	+$920	$4.1K
20	ST GERMAIN D J CO INC unchanged	Shares	0	+$920	$4.1K
21	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$856	$3.8K
22	SIGNATUREFD, LLC new	Shares	+104	+$850	$850
23	Marquette Asset Management, LLC new	Shares	+80	+$654	$654
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$481	$1.8K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+13.4K	+$421	$1.5K
26	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$408	$1.8K
27	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$368	$1.6K
28	Hickory Point Bank & Trust unchanged	Shares	0	+$343	$1.5K
29	HIGHLINE WEALTH PARTNERS LLC new	Shares	+38	+$310	$310
30	HORIZON FINANCIAL SERVICES, LLC new	Shares	+32	+$261	$261
31	PFS Partners, LLC added	Shares	+17	+$253	$646
32	Bogart Wealth, LLC unchanged	Shares	0	+$247	$1.1K
33	Fortis Group Advisors, LLC unchanged	Shares	0	+$232	$1.0K
34	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$184	$817
35	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$181	$801
36	SBI Securities Co., Ltd. unchanged	Shares	0	+$165	$735
37	AdvisorNet Financial, Inc unchanged	Shares	0	+$164	$727
38	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$161	$719
39	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+18	+$148	$148
40	Lodestone Wealth Management LLC unchanged	Shares	0	+$145	$645
41	CoreCap Advisors, LLC unchanged	Shares	0	+$120	$531
42	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$116	$515
43	Citizens National Bank Trust Department unchanged	Shares	0	+$115	$507
44	Key FInancial Inc unchanged	Shares	0	+$109	$482
45	COUNTRY TRUST BANK unchanged	Shares	0	+$80	$359
46	Davis Capital Management new	Shares	+8	+$65	$65
47	LANARK FINANCIAL, INC. unchanged	Shares	0	+$56	$245
48	CONTRAVISORY INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$55	$245
49	AMALGAMATED BANK trimmed	Shares	-2.8K	+$50	$303
50	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$48	$213

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