Filing Research | ADIENT PLC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	209.8KSH	$3.9M
2	Y-Intercept (Hong Kong) Ltd	Shares	144.3KSH	$2.7M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.6KSH	$810.8K
4	Louisiana State Employees Retirement System	Shares	34.4KSH	$632.3K
5	SummerHaven Investment Management, LLC	Shares	31.7KSH	$583.0K
6	Counterpoint Mutual Funds LLC	Shares	26.6KSH	$489.1K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.3KSH	$464.7K
8	Police & Firemen's Retirement System of New Jersey	Shares	24.2KSH	$445.0K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.5KSH	$376.2K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	18.6KSH	$341.8K
11	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	14.1KSH	$259.9K
12	Olympiad Research LP	Shares	12.6KSH	$231.7K
13	Ballentine Partners, LLC	Shares	10.1KSH	$185.7K
14	SIGNATUREFD, LLC	Shares	9.0KSH	$166.2K
15	GAMMA Investing LLC	Shares	5.0KSH	$92.7K
16	Versant Capital Management, Inc	Shares	5.0KSH	$92.0K
17	IFP Advisors, Inc	Shares	4.5KSH	$83.4K
18	MassMutual Private Wealth & Trust, FSB	Shares	1.5KSH	$27.7K
19	Investors Research Corp	Shares	906SH	$16.7K
20	Farther Finance Advisors, LLC	Shares	812SH	$14.9K
21	EverSource Wealth Advisors, LLC	Shares	701SH	$12.9K
22	True Wealth Design, LLC	Shares	652SH	$12.0K
23	Curated Wealth Partners LLC	Shares	10.5KSH	$10.5K
24	Blue Trust, Inc.	Shares	553SH	$10.2K
25	Fortitude Family Office, LLC	Shares	233SH	$4.3K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	82.1KSH	$1.5K
27	Owl Creek Wealth Partners LLC	Shares	80SH	$1.5K
28	JNBA Financial Advisors	Shares	72SH	$1.3K
29	Center for Financial Planning, Inc.	Shares	50SH	$919
30	BIRCHBROOK, INC.	Shares	45SH	$828
31	Atlantic Edge Private Wealth Management, LLC	Shares	40SH	$736
32	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40SH	$735
33	Physician Wealth Advisors, Inc.	Shares	34SH	$625
34	State of Alaska, Department of Revenue	Shares	30.0KSH	$550
35	Trust Co	Shares	26SH	$478
36	ALBION FINANCIAL GROUP /UT	Shares	22SH	$405
37	AMALGAMATED BANK	Shares	21.1KSH	$388
38	Activest Wealth Management	Shares	21SH	$386
39	Handelsbanken Fonder AB	Shares	16.9KSH	$310
40	Central Pacific Bank - Trust Division	Shares	16SH	$294
41	Oakworth Capital, Inc.	Shares	16SH	$294
42	JFS WEALTH ADVISORS, LLC	Shares	15SH	$276
43	Richardson Capital Management LLC	Shares	14SH	$257
44	CGC Financial Services, LLC	Shares	9SH	$165
45	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$148
46	CoreCap Advisors, LLC	Shares	8SH	$147
47	Main Street Group, LTD	Shares	8SH	$147
48	Bogart Wealth, LLC	Shares	7SH	$129
49	Holos Integrated Wealth LLC	Shares	4SH	$77
50	Davis Capital Management	Shares	4SH	$74

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

50 / 59 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+84.7K	+$1.4M	$2.7M
2	Olympiad Research LP new	Shares	+12.6K	+$231.7K	$231.7K
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+8.2K	+$129.1K	$376.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$39.4K	$810.8K
5	Curated Wealth Partners LLC new	Shares	+10.5K	+$10.5K	$10.5K
6	Fortitude Family Office, LLC new	Shares	+233	+$4.3K	$4.3K
7	IFP Advisors, Inc added	Shares	+500	+$1.8K	$83.4K
8	Activest Wealth Management new	Shares	+21	+$386	$386
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.2K	+$377	$445.0K
10	Physician Wealth Advisors, Inc. added	Shares	+20	+$342	$625
11	Central Pacific Bank - Trust Division new	Shares	+16	+$294	$294
12	JFS WEALTH ADVISORS, LLC new	Shares	+15	+$276	$276
13	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+14.2K	+$136	$1.5K
14	Davis Capital Management new	Shares	+4	+$74	$74
15	LifeSteps Financial, Inc. new	Shares	+3	+$55	$55
16	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$55	$55
17	Fortis Group Advisors, LLC unchanged	Shares	0	-$2	$18
18	Holos Integrated Wealth LLC unchanged	Shares	0	-$3	$77
19	ST GERMAIN D J CO INC unchanged	Shares	0	-$3	$37
20	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$4	$41
21	SJS Investment Consulting Inc. unchanged	Shares	0	-$7	$74
22	Bogart Wealth, LLC unchanged	Shares	0	-$12	$129
23	Matrix Trust Co exited	Shares	-600	-$12	$0
24	CoreCap Advisors, LLC unchanged	Shares	0	-$15	$147
25	Main Street Group, LTD unchanged	Shares	0	-$15	$147
26	CGC Financial Services, LLC unchanged	Shares	0	-$17	$165
27	Richardson Capital Management LLC unchanged	Shares	0	-$26	$257
28	Oakworth Capital, Inc. unchanged	Shares	0	-$29	$294
29	Handelsbanken Fonder AB unchanged	Shares	0	-$31	$310
30	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$40	$405
31	Trust Co unchanged	Shares	0	-$47	$478
32	AMALGAMATED BANK trimmed	Shares	-1.6K	-$70	$388
33	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$73	$736
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$73	$735
35	BIRCHBROOK, INC. unchanged	Shares	0	-$82	$828
36	PFS Partners, LLC trimmed	Shares	-4	-$83	$70
37	Center for Financial Planning, Inc. unchanged	Shares	0	-$92	$919
38	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-5	-$115	$148
39	JNBA Financial Advisors unchanged	Shares	0	-$132	$1.3K
40	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$146	$1.5K
41	State of Alaska, Department of Revenue trimmed	Shares	-12.8K	-$315	$550
42	True Wealth Design, LLC unchanged	Shares	0	-$1.2K	$12.0K
43	Blue Trust, Inc. trimmed	Shares	-12	-$1.3K	$10.2K
44	Investors Research Corp trimmed	Shares	-25	-$2.2K	$16.7K
45	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-58	-$3.9K	$27.7K
46	Farther Finance Advisors, LLC trimmed	Shares	-117	-$4.5K	$14.9K
47	EverSource Wealth Advisors, LLC trimmed	Shares	-261	-$6.6K	$12.9K
48	Sound Income Strategies, LLC exited	Shares	-503	-$10.5K	$0
49	GAMMA Investing LLC trimmed	Shares	-117	-$11.6K	$92.7K
50	SIGNATUREFD, LLC trimmed	Shares	-191	-$20.4K	$166.2K

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