NCR AtleosNATL
13F holders, Q4 2024 (December 31)286holders +3
26new positions
31sold out
7famous investors
$33.92avg. 13F price*
At the end of Q4 2024, 286 institutions reported holding NCR Atleos Corp. (NATL) in their 13F filings, up 3 from Q3 2024. 26 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($376.8M), Vanguard Group Inc. ($278.4M) and Alliancebernstein L.P. ($253.3M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- NCR Atleos Corp.
- CUSIP
- 63001N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $52.1M |
| Exits | 31 | $36.8M |
All 13F filers, Q3 2024 → Q4 2024: 4,201,561 shares bought and 4,374,828 shares sold, net −173,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 11,107,846 | $376.8M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 8,206,883 | $278.4M |
| Alliancebernstein L.P. | 0.09% | Add +3.1% | 7,466,989 | $253.3M |
| FMR LLC | 0.01% | Add +9.4% | 3,381,296 | $114.7M |
| State Street Corp. | 0.00% | Add +4.0% | 2,817,290 | $95.6M |
| Victory Capital Management Inc. | 0.09% | Add +12.0% | 2,773,894 | $94.1M |
| Brown Advisory Inc. | 0.11% | Reduce -3.0% | 2,511,484 | $85.2M |
| Fuller & Thaler Asset Management, Inc. | 0.31% | Reduce -0.5% | 2,396,941 | $81.3M |
| First Pacific Advisors, LP | 1.12% | Reduce -0.0% | 2,289,835 | $77.7M |
| Engaged Capital LLC | 15.39% | Reduce -26.7% | 2,206,041 | $74.8M |
| Engine Capital Management, LP | 10.78% | Add +1.7% | 1,738,489 | $59.0M |
| Geode Capital Management, LLC | 0.00% | Reduce 0.0% | 1,619,752 | $55.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.9% | 1,546,415 | $52.5M |
| LSV Asset Management | 0.11% | Reduce -0.5% | 1,395,307 | $47.3M |
| Morgan Stanley | 0.00% | Add +6.7% | 1,139,703 | $38.7M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,104,234 | $37.5M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 1,008,377 | $34.2M |
| Jacobs Levy Equity Management, Inc. | 0.10% | Reduce -15.2% | 856,179 | $29.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.5% | 735,181 | $24.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 657,942 | $22.3M |
| Lone Peak Global Investors LLC | 4.18% | Reduce -5.4% | 594,312 | $20.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.1% | 561,558 | $19.0M |
| Lead Edge Capital Management, LLC | 5.99% | Reduce -56.5% | 521,681 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 480,404 | $16.3M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -11.6% | 393,801 | $13.4M |
| Amitell Capital Pte Ltd | 11.88% | No change | 387,101 | $13.1M |
| Bank of America Corp. | 0.00% | Reduce -12.2% | 378,219 | $12.8M |
| Principal Financial Group Inc. | 0.01% | Add +3.2% | 353,731 | $12.0M |
| Crescent Grove Advisors, LLC | 1.11% | Reduce -65.3% | 329,033 | $11.2M |
| UBS Group AG | 0.00% | Add +360.5% | 310,982 | $10.5M |
| Invesco Ltd. | 0.00% | Reduce -27.9% | 305,043 | $10.3M |
| Shannon River Fund Management LLC | 1.76% | New | 293,000 | $9.9M |
| Globeflex Capital L P | 0.81% | Add +938.7% | 281,831 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 257,641 | $8.7M |
| Royce & Associates LP | 0.08% | Add +1050.2% | 252,737 | $8.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +5.9% | 227,915 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +108.2% | 218,614 | $7.4M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -3.0% | 216,726 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 208,609 | $7.1M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 207,503 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.1% | 205,971 | $7.0M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 205,613 | $7.0M |
| Gotham Asset Management | 0.06% | Reduce -14.5% | 192,190 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +44.7% | 187,516 | $6.4M |
| State of Wisconsin Investment Board | 0.02% | Add +7.2% | 184,636 | $6.3M |
| Public Sector Pension Investment Board | 0.03% | Add +17.7% | 180,609 | $6.1M |
| Kestrel Investment Management Corp. | 3.21% | No change | 171,650 | $5.8M |
| Keeley-Teton Advisors, LLC | 0.64% | Reduce -4.5% | 163,237 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.8% | 147,680 | $5.0M |
| Barclays PLC | 0.00% | Add +5.5% | 137,322 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -0.8% | 136,322 | $4.6M |
| Swiss National Bank | 0.00% | Add +1.0% | 135,080 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +39.7% | 130,054 | $4.4M |
| Castalian Partners, LLC | 4.17% | — | 130,000 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +8.6% | 126,648 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Add +1.3% | 115,135 | $3.9M |
| Citigroup Inc. | 0.00% | Add +11.1% | 98,573 | $3.3M |
| Renaissance Technologies | 0.00% | Reduce -47.0% | 97,700 | $3.3M |
| Villanova Investment Management Co LLC | 2.83% | Add +10.9% | 93,598 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.7% | 88,096 | $3.0M |
| AREX Capital Management, LP | 4.11% | Reduce -35.9% | 85,000 | $2.9M |
| Easterly Investment Partners LLC | 0.19% | Reduce -0.8% | 71,600 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +9.2% | 70,196 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 64,484 | $2.2M |
| Trexquant Investment LP | 0.03% | Add +54.7% | 63,462 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +8.6% | 57,102 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 56,030 | $1.9M |
| Alaska Permanent Fund Corp | 0.02% | No change | 49,462 | $1.7M |
| PDT Partners, LLC | 0.14% | Reduce -0.0% | 46,877 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.8% | 46,586 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 45,619 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 44,283 | $1.5M |
| Comerica Bank | 0.01% | Reduce -1.1% | 41,671 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.2% | 41,197 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 41,139 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 41,056 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +37.5% | 40,718 | $1.4M |
| WINTON GROUP Ltd | 0.09% | Add +6.4% | 39,442 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -10.8% | 39,261 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.2% | 38,563 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 38,429 | $1.3M |
| Algert Global LLC | 0.03% | Add +19.3% | 38,370 | $1.3M |
| Ironwood Investment Management LLC | 0.62% | Reduce -4.3% | 36,720 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 36,425 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.0% | 35,100 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | No change | 35,000 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 34,445 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 32,285 | $1.1M |
| Creative Planning | 0.00% | Add +3.5% | 29,664 | $1.0M |
| AQR Capital Management | 0.00% | Add +5.9% | 29,613 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -26.7% | 27,452 | $931K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.4% | 27,415 | $930K |
| Contrarian Capital Management, L.L.C. | 0.31% | Reduce -11.5% | 27,000 | $916K |
| Sei Investments Co. | 0.00% | Reduce -6.0% | 26,521 | $900K |
| Groupama Asset Managment | 0.02% | Add +20.9% | 26,567 | $888K |
| D. E. Shaw & Co. | 0.00% | Reduce -22.2% | 25,407 | $862K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.7% | 25,036 | $849K |
| Maryland State Retirement & Pension System | 0.02% | No change | 24,422 | $828K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,674 | $803K |
| Intech Investment Management LLC | 0.01% | Add +109.6% | 23,254 | $789K |
| Handelsbanken Fonder AB | 0.00% | New | 22,700 | $770K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.5% | 22,388 | $759K |
| New York State Common Retirement Fund | 0.00% | No change | 22,349 | $758K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,100 | $750K |
| Focus Partners Wealth | 0.00% | Add +9.6% | 21,997 | $746K |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 21,752 | $738K |
| Amalgamated Bank | 0.01% | Add +1.2% | 21,206 | $719K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 21,000 | $712K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 19,940 | $676K |
| LPL Financial LLC | 0.00% | Add +9.5% | 19,379 | $657K |
| Wolverine Trading, LLC | 0.01% | Add +7.4% | 19,392 | $648K |
| Mariner, LLC | 0.00% | Add +70.5% | 18,684 | $634K |
| Macquarie Group Ltd. | 0.00% | No change | 18,600 | $631K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,362 | $623K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.4% | 18,212 | $618K |
| Keybank National Association | 0.00% | Add +14.7% | 18,101 | $614K |
| Janney Montgomery Scott LLC | 0.00% | New | 17,241 | $585K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -47.8% | 17,182 | $583K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 17,067 | $579K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.3% | 15,601 | $529K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 15,475 | $525K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 15,444 | $524K |
| GAMCO Investors | 0.01% | Reduce -3.2% | 15,000 | $509K |
| KLP Kapitalforvaltning As | 0.00% | — | 14,600 | $495K |
| US Bancorp \de | 0.00% | Reduce -17.9% | 13,978 | $474K |
| Equitable Trust Co. | 0.03% | No change | 13,754 | $467K |
| Redwood Investment Management, LLC | 0.05% | Reduce -20.5% | 13,709 | $465K |
| Community Bank of Raymore | 0.34% | No change | 12,880 | $437K |
| Royal Bank of Canada | 0.00% | Reduce -40.5% | 12,832 | $435K |
| Fractal Investments LLC | 0.07% | No change | 12,700 | $431K |
| Bank of Montreal | 0.00% | Add +9.8% | 12,068 | $409K |
| Optimize Financial Inc. | 0.29% | — | 11,535 | $391K |
| Composition Wealth, LLC | 0.01% | Reduce -27.6% | 11,514 | $391K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.7% | 11,137 | $378K |
| HSBC Holdings PLC | 0.00% | Reduce -4.4% | 11,086 | $376K |
| Natixis Advisors, LLC | 0.00% | New | 11,051 | $375K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.0% | 10,981 | $372K |
| Prescott Group Capital Management, L.L.C. | 0.05% | No change | 10,000 | $339K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,486 | $322K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.3% | 8,859 | $300K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -6.6% | 8,320 | $282K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,234 | $279K |
| Millennium Management | 0.00% | Reduce -89.8% | 7,881 | $267K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.8% | 7,548 | $256K |
| Prelude Capital Management, LLC | 0.02% | No change | 7,500 | $254K |
| Cibc World Markets Corp. | 0.00% | New | 6,752 | $229K |
| Quantinno Capital Management LP | 0.00% | New | 6,714 | $228K |
| Axq Capital, LP | 0.10% | New | 6,604 | $224K |
| Scharf Investments, LLC | 0.01% | New | 6,364 | $216K |
| Neuberger Berman Group LLC | 0.00% | New | 6,331 | $215K |
| CW Advisors, LLC | 0.00% | Reduce -36.8% | 6,262 | $212K |
| Simplex Trading, LLC | 0.01% | Reduce -32.7% | 6,241 | $211K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,146 | $208K |
| Vestcor Inc | 0.01% | New | 5,575 | $189K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -6.2% | 5,502 | $187K |
| Atlas Capital Advisors Inc. | 0.02% | Add +53.4% | 5,027 | $171K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -10.2% | 4,834 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 4,512 | $153K |
| Shell Asset Management Co. | 0.01% | Reduce -0.5% | 4,134 | $140K |
| Nisa Investment Advisors, LLC | 0.00% | Add +6.4% | 3,638 | $123K |
| Cwm, LLC | 0.00% | Add +19.6% | 3,098 | $105K |
| KBC Group NV | 0.00% | Add +62.2% | 3,070 | $104K |
| Fifth Third Bancorp | 0.00% | Add +11.4% | 3,031 | $103K |
| GAMMA Investing LLC | 0.01% | Reduce -1.1% | 2,459 | $83K |
| Avior Wealth Management, LLC | 0.00% | Add +31.8% | 2,100 | $71K |
| Investors Research Corp | 0.01% | No change | 2,000 | $68K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.3% | 1,968 | $67K |
| Bessemer Group Inc. | 0.00% | Reduce -14.3% | 1,866 | $64K |
| Walleye Capital LLC | 0.00% | Reduce -58.9% | 1,376 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +92.3% | 1,323 | $44K |
| Truvestments Capital LLC | 0.01% | No change | 1,281 | $43K |
| Glendon Capital Management LP | 0.00% | No change | 1,000 | $34K |
| Hollencrest Capital Management | 0.00% | No change | 1,000 | $34K |
| Quadrant Capital Group LLC | 0.00% | No change | 956 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -5.8% | 914 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.7% | 653 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 527 | $18K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 458 | $16K |
| Allworth Financial LP | 0.00% | Reduce -4.1% | 442 | $15K |
| Main Street Group, LTD | 0.01% | No change | 423 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +173.2% | 418 | $14K |
| Quent Capital, LLC | 0.00% | No change | 374 | $13K |
| LRI Investments, LLC | 0.00% | Reduce -4.8% | 335 | $11K |
| Hantz Financial Services, Inc. | 0.00% | No change | 335 | $11K |
| Geneos Wealth Management Inc. | 0.00% | New | 323 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 316 | $11K |
| Citadel Advisors | 0.00% | New | 299 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.4% | 294 | $10K |
| Signaturefd, LLC | 0.00% | No change | 277 | $9K |
| MAI Capital Management | 0.00% | New | 256 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 253 | $9K |
| St Germain D J Co. Inc. | 0.00% | Reduce -26.0% | 250 | $8K |
| Global Retirement Partners, LLC | 0.00% | Add +11.4% | 244 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 242 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 239 | $8K |
| Spire Wealth Management | 0.00% | New | 224 | $8K |
| Motco | 0.00% | No change | 200 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 190 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 184 | $6K |
| Sandy Spring Bank | 0.00% | No change | 175 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 162 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.5% | 157 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -27.4% | 156 | $5K |
| Arax Advisory Partners | 0.00% | No change | 155 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 152 | $5K |
| Covestor Ltd | 0.00% | No change | 145 | $5K |
| Putney Financial Group LLC | 0.00% | — | 147 | $5K |
| Quarry LP | 0.00% | New | 147 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 146 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +238.1% | 142 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28.4% | 140 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -30.3% | 115 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 103 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Add +14.4% | 103 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 102 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +29.3% | 97 | $3K |
| Private Trust Co. NA | 0.00% | New | 96 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 98 | $3K |
| Huntington National Bank | 0.00% | Reduce -25.6% | 93 | $3K |
| LGT Financial Advisors LLC | 0.01% | New | 92 | $3K |
| WPG Advisers, LLC | 0.00% | — | 91 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 86 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 74 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -11.1% | 56 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 67 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 65 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 62 | $2K |
| Ameriflex Group, Inc. | 0.00% | — | 64 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -1.4% | 73 | $2K |
| Colonial Trust Advisors | 0.00% | New | 57 | $2K |
| Caldwell Trust Co | 0.00% | No change | 57 | $2K |
| Mather Group, Llc. | 0.00% | No change | 57 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +67.7% | 57 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 51 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 49 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 44 | $1K |
| Horizon Financial Services, LLC | 0.00% | No change | 42 | $1K |
| Larson Financial Group LLC | 0.00% | Add +27.3% | 42 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 42 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 41 | $1K |
| MRP Capital Investments, LLC | 0.00% | No change | 40 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 39 | $1K |
| PFS Partners, LLC | 0.00% | No change | 31 | $1K |
| MCF Advisors LLC | 0.00% | No change | 31 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 31 | $1K |
| Key Financial Inc | 0.00% | No change | 29 | $984 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.9% | 27 | $916 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 25 | $848 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $848 |
| NewEdge Advisors, LLC | 0.00% | Reduce -51.9% | 25 | $848 |
| Salem Investment Counselors Inc. | 0.00% | No change | 24 | $815 |
| Tucker Asset Management LLC | 0.00% | No change | 24 | $814 |
| Grove Bank & Trust | 0.00% | New | 23 | $780 |
| Country Trust Bank | 0.00% | No change | 22 | $746 |
| Towne Trust Company, N.A | 0.00% | No change | 19 | $644 |
| ORG Partners LLC | 0.00% | New | 19 | $644 |
| Whittier Trust Co. | 0.00% | No change | 19 | $644 |
| Assetmark, Inc. | 0.00% | Add +12.5% | 18 | $611 |
| Beacon Capital Management, LLC | 0.00% | No change | 17 | $577 |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -89.4% | 15 | $509 |
| SJS Investment Consulting Inc. | 0.00% | No change | 14 | $475 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 14 | $475 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 13 | $441 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $434 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $407 |
| Vermillion Wealth Management, Inc. | 0.00% | — | 10 | $339 |
| Eastern Bank | 0.00% | No change | 10 | $339 |
| Pflug Koory, LLC | 0.00% | No change | 9 | $305 |
| Abound Wealth Management | 0.00% | No change | 7 | $238 |
| Whipplewood Advisors, LLC | 0.00% | — | 7 | $237 |
| Front Row Advisors LLC | 0.00% | No change | 6 | $204 |
| WealthCollab, LLC | 0.00% | No change | 6 | $204 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 6 | $204 |
| Financial Gravity Companies, Inc. | 0.00% | New | 6 | $204 |
| TD Capital Management LLC | 0.00% | No change | 6 | $204 |
| Tortoise Investment Management, LLC | 0.00% | No change | 6 | $204 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -37.5% | 5 | $170 |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $170 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -16.7% | 5 | $167 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 4 | $136 |
| Old Second National Bank of Aurora | 0.00% | Reduce -50.0% | 3 | $102 |
| Pacific Center for Financial Services | 0.00% | No change | 3 | $102 |
| Capital A Wealth Management, LLC | 0.00% | — | 1 | $34 |
| Breakwater Investment Management | 0.00% | No change | 1 | $34 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $34 |
| Graney & King, LLC | 0.00% | — | 1 | $34 |
"% of holder's portfolio" is NATL's weight in each manager's 13F, not the share of NCR Atleos Corp. the manager owns.