NCR AtleosNATL
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 286 institutions reported holding NCR Atleos Corp. (NATL) in their 13F filings, down 12 from Q1 2025. 28 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($302.6M), Vanguard Group Inc. ($233.8M) and Alliancebernstein L.P. ($206.9M). 5 famous investors held it, including Joel Greenblatt (0.0% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $77.7M |
| Exits | 41 | $41.3M |
All 13F filers, Q1 2025 → Q2 2025: 5,692,845 shares bought and 3,206,887 shares sold, net +2,485,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.01% | Reduce -2.1% | 10,604,987 | $302.6M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 8,195,722 | $233.8M |
| Alliancebernstein L.P. | 0.07% | Reduce -1.5% | 7,252,873 | $206.9M |
| FMR LLC | 0.00% | Reduce -10.2% | 2,950,764 | $84.2M |
| State Street Corp. | 0.00% | Add +1.2% | 2,761,117 | $78.8M |
| Victory Capital Management Inc. | 0.05% | Reduce -1.2% | 2,748,950 | $78.4M |
| Engine Capital Management, LP | 14.56% | Add +22.3% | 2,415,779 | $68.9M |
| Fuller & Thaler Asset Management, Inc. | 0.25% | Add +0.6% | 2,398,033 | $68.4M |
| Brown Advisory Inc. | 0.09% | Reduce -5.8% | 2,336,304 | $66.7M |
| First Pacific Advisors, LP | 0.95% | Reduce -0.0% | 2,287,815 | $65.3M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 1,688,404 | $48.2M |
| Coliseum Capital Management, LLC | 3.32% | Add +75.0% | 1,621,023 | $46.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.6% | 1,549,747 | $44.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +5.0% | 1,515,261 | $43.2M |
| Alta Fox Capital Management, LLC | 11.73% | New | 1,513,127 | $43.2M |
| LSV Asset Management | 0.09% | Reduce -2.1% | 1,357,857 | $38.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +26.0% | 1,082,728 | $30.9M |
| Northern Trust Corp. | 0.00% | Reduce -14.8% | 975,038 | $27.8M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 956,423 | $27.3M |
| Lead Edge Capital Management, LLC | 7.24% | Add +23.8% | 917,028 | $26.2M |
| Lone Peak Global Investors LLC | 4.01% | Add +3.0% | 736,439 | $21.0M |
| Simcoe Capital Management, LLC | 2.96% | New | 710,900 | $20.3M |
| Nuveen, LLC | 0.01% | Add +4.7% | 695,333 | $19.8M |
| Bank of America Corp. | 0.00% | Add +5.3% | 581,465 | $16.6M |
| Jacobs Levy Equity Management, Inc. | 0.06% | Reduce -14.1% | 555,234 | $15.8M |
| Crescent Grove Advisors, LLC | 1.52% | Reduce -1.0% | 549,275 | $15.7M |
| Royce & Associates LP | 0.15% | Add +16.3% | 518,112 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.4% | 511,428 | $14.6M |
| UBS Group AG | 0.00% | Add +22.2% | 504,583 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 467,593 | $13.3M |
| Globeflex Capital L P | 1.09% | Add +16.5% | 459,500 | $13.1M |
| Glenmede Investment Management, LP | 0.06% | — | 448,972 | $12.8M |
| Principal Financial Group Inc. | 0.01% | Add +0.7% | 364,392 | $10.4M |
| Invesco Ltd. | 0.00% | Reduce -6.7% | 309,742 | $8.8M |
| Shannon River Fund Management LLC | 1.35% | Add +5.1% | 307,366 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 257,847 | $7.4M |
| Public Sector Pension Investment Board | 0.03% | Add +8.9% | 250,440 | $7.1M |
| Amitell Capital Pte Ltd | 3.89% | Reduce -37.3% | 242,591 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +45.9% | 234,943 | $6.7M |
| Rhumbline Advisers | 0.01% | Add +4.4% | 209,290 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 201,469 | $5.7M |
| Gotham Asset Management | 0.03% | Reduce -0.6% | 189,864 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.1% | 187,890 | $5.4M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -12.2% | 183,837 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +9.2% | 166,192 | $4.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.1% | 165,458 | $4.7M |
| Kestrel Investment Management Corp. | 2.80% | Reduce -4.5% | 163,850 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 149,715 | $4.3M |
| Barclays PLC | 0.00% | Add +40.5% | 143,070 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Add +338.6% | 141,593 | $4.0M |
| Swiss National Bank | 0.00% | Add +5.0% | 140,180 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +2.9% | 138,784 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -29.3% | 134,260 | $3.8M |
| Brandywine Global Investment Management, LLC | 0.03% | New | 129,110 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 124,694 | $3.6M |
| Seizert Capital Partners, LLC | 0.16% | Add +63.0% | 123,668 | $3.5M |
| First Trust Advisors LP | 0.00% | Reduce -33.0% | 123,068 | $3.5M |
| Gabelli Funds LLC | 0.02% | New | 120,077 | $3.4M |
| Federated Hermes, Inc. | 0.01% | Add +0.3% | 115,565 | $3.3M |
| Deutsche Bank AG | 0.00% | Reduce -6.7% | 112,599 | $3.2M |
| Villanova Investment Management Co LLC | 3.32% | Add +176.1% | 112,466 | $3.2M |
| Renaissance Technologies | 0.00% | Add +6.3% | 98,800 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.1% | 89,635 | $2.6M |
| Easterly Investment Partners LLC | 0.17% | Add +1.2% | 82,675 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +476.8% | 82,603 | $2.4M |
| Hodges Capital Management Inc. | 0.22% | Reduce -3.0% | 78,900 | $2.3M |
| AQR Capital Management | 0.00% | Add +123.3% | 76,603 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +96.7% | 70,271 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +11.6% | 69,670 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -35.8% | 65,127 | $1.9M |
| California State Teachers Retirement System | 0.00% | No change | 64,017 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +271.1% | 61,703 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.4% | 59,157 | $1.7M |
| XTX Topco Ltd | 0.07% | New | 55,897 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.4% | 54,012 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 52,523 | $1.5M |
| WINTON GROUP Ltd | 0.07% | Add +9.3% | 45,496 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +8.9% | 43,757 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 43,576 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 43,537 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +4.1% | 43,261 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 43,224 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +12.5% | 41,981 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.4% | 40,161 | $1.1M |
| Comerica Bank | 0.00% | Reduce -0.4% | 39,878 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 38,444 | $1.1M |
| Algert Global LLC | 0.02% | Reduce -14.1% | 38,370 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -10.9% | 36,816 | $1.1M |
| Ironwood Investment Management LLC | 0.51% | No change | 36,720 | $1.0M |
| Intech Investment Management LLC | 0.01% | No change | 36,340 | $1.0M |
| GAMCO Investors | 0.01% | Add +192.7% | 35,638 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.1% | 34,815 | $993K |
| Louisiana State Employees Retirement System | 0.02% | Add +0.6% | 34,300 | $979K |
| Tectonic Advisors LLC | 0.05% | Add +8.4% | 32,718 | $933K |
| Creative Planning | 0.00% | Add +2.3% | 32,052 | $914K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 31,243 | $891K |
| STRS Ohio | 0.00% | Add +3.5% | 29,600 | $844K |
| Contrarian Capital Management, L.L.C. | 0.24% | Reduce -3.3% | 29,000 | $827K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -2.5% | 27,792 | $793K |
| State of Tennessee, Department of Treasury | 0.00% | Add +61.6% | 27,763 | $792K |
| Groupama Asset Managment | 0.01% | No change | 26,567 | $785K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +85.7% | 27,353 | $780K |
| Yousif Capital Management, LLC | 0.01% | Add +2.1% | 27,278 | $778K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.6% | 26,285 | $750K |
| Caption Management, LLC | 0.07% | New | 25,000 | $713K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,674 | $675K |
| Sei Investments Co. | 0.00% | Add +15.1% | 23,505 | $671K |
| LPL Financial LLC | 0.00% | Add +9.0% | 23,202 | $662K |
| New York State Common Retirement Fund | 0.00% | No change | 22,349 | $638K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,100 | $631K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.2% | 21,587 | $616K |
| Arizona State Retirement System | 0.00% | Add +8.4% | 21,418 | $611K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 21,000 | $599K |
| Amalgamated Bank | 0.00% | Add +0.9% | 20,883 | $596K |
| D. E. Shaw & Co. | 0.00% | Add +83.6% | 20,114 | $574K |
| Voya Investment Management LLC | 0.00% | Add +1.4% | 20,017 | $571K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.3% | 20,008 | $571K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.7% | 18,859 | $538K |
| PEAK6 LLC | 0.02% | New | 18,831 | $537K |
| Macquarie Group Ltd. | 0.00% | No change | 18,600 | $531K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,362 | $524K |
| Commonwealth Equity Services, LLC | 0.00% | New | 17,758 | $507K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.8% | 16,867 | $481K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +6.4% | 16,426 | $469K |
| ProShare Advisors LLC | 0.00% | Reduce -3.8% | 16,360 | $467K |
| Handelsbanken Fonder AB | 0.00% | Reduce -28.2% | 16,300 | $465K |
| Natixis Advisors, LLC | 0.00% | New | 16,145 | $461K |
| Equitable Trust Co. | 0.02% | Add +3.3% | 15,466 | $441K |
| Choreo, LLC | 0.01% | New | 15,433 | $440K |
| Optimize Financial Inc. | 0.26% | Reduce -0.7% | 15,062 | $430K |
| Bank of Montreal | 0.00% | Reduce -0.1% | 14,733 | $420K |
| Keybank National Association | 0.00% | Reduce -15.0% | 14,624 | $417K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $417K |
| Atria Investments, Inc | 0.00% | Add +67.3% | 13,842 | $395K |
| Teacher Retirement System of Texas | 0.00% | Add +31.2% | 13,211 | $377K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.0% | 13,167 | $376K |
| US Bancorp \de | 0.00% | Reduce -6.3% | 13,111 | $374K |
| Fractal Investments LLC | 0.05% | No change | 12,700 | $362K |
| SG Americas Securities, LLC | 0.00% | Reduce -48.5% | 12,689 | $362K |
| Amundi | 0.00% | New | 12,085 | $349K |
| Mariner, LLC | 0.00% | Reduce -11.5% | 11,479 | $327K |
| Community Bank of Raymore | 0.24% | No change | 11,425 | $326K |
| Graham Capital Management, L.P. | 0.01% | New | 11,081 | $316K |
| BNP Paribas Financial Markets | 0.00% | Add +14.9% | 10,931 | $312K |
| HSBC Holdings PLC | 0.00% | Reduce -58.1% | 10,485 | $303K |
| Verition Fund Management LLC | 0.00% | Reduce -51.8% | 10,553 | $301K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.6% | 10,549 | $301K |
| Composition Wealth, LLC | 0.01% | Reduce -6.3% | 10,443 | $298K |
| Yorktown Management & Research Co Inc | 0.28% | New | 10,400 | $297K |
| Prescott Group Capital Management, L.L.C. | 0.03% | No change | 10,000 | $285K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -10.6% | 9,436 | $269K |
| CW Advisors, LLC | 0.00% | New | 9,187 | $262K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.6% | 9,029 | $258K |
| Neuberger Berman Group LLC | 0.00% | Add +3.4% | 8,926 | $255K |
| HighTower Advisors, LLC | 0.00% | New | 8,655 | $247K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,234 | $235K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +214.3% | 8,039 | $229K |
| Cetera Investment Advisers | 0.00% | New | 7,962 | $227K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,548 | $215K |
| Prelude Capital Management, LLC | 0.02% | New | 7,500 | $214K |
| Vestcor Inc | 0.00% | No change | 5,575 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 4,383 | $125K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 3,702 | $106K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.7% | 3,601 | $103K |
| Shell Asset Management Co. | 0.00% | Reduce -10.0% | 3,564 | $102K |
| Hanson & Doremus Investment Management | 0.01% | No change | 3,434 | $98K |
| Cwm, LLC | 0.00% | Add +6.7% | 3,076 | $88K |
| Simplex Trading, LLC | 0.00% | Add +99.5% | 3,077 | $87K |
| State of Wyoming | 0.01% | Reduce -47.4% | 2,982 | $85K |
| GAMMA Investing LLC | 0.01% | Add +46.1% | 2,926 | $83K |
| KBC Group NV | 0.00% | Reduce -30.9% | 2,121 | $61K |
| Investors Research Corp | 0.01% | No change | 2,000 | $57K |
| Osaic Holdings, Inc. | 0.00% | Add +14.3% | 1,994 | $57K |
| Bessemer Group Inc. | 0.00% | Add +5.8% | 1,883 | $54K |
| Fifth Third Bancorp | 0.00% | Reduce -21.6% | 1,892 | $54K |
| Public Employees Retirement System of Ohio | 0.00% | Add +108.0% | 1,531 | $44K |
| Blue Trust, Inc. | 0.00% | Add +8.6% | 1,346 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,090 | $31K |
| Brooklyn Investment Group | 0.00% | Add +158.7% | 1,032 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +60.1% | 1,023 | $29K |
| Glendon Capital Management LP | 0.00% | No change | 1,000 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.7% | 791 | $23K |
| Truvestments Capital LLC | 0.00% | Reduce -18.8% | 809 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.8% | 702 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 637 | $18K |
| Versant Capital Management, Inc | 0.00% | Reduce -10.2% | 566 | $16K |
| Allworth Financial LP | 0.00% | Add +26.3% | 524 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +51.8% | 516 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -9.9% | 475 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +36.2% | 459 | $13K |
| WFA of San Diego, LLC | 0.01% | — | 451 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +18.2% | 415 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -16.5% | 380 | $11K |
| First Command Advisory Services, Inc. | 0.00% | New | 379 | $11K |
| LRI Investments, LLC | 0.00% | No change | 335 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 335 | $10K |
| MAI Capital Management | 0.00% | Add +16.4% | 298 | $9K |
| St Germain D J Co. Inc. | 0.00% | Add +9.6% | 274 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -0.4% | 252 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 239 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -19.2% | 235 | $7K |
| Spire Wealth Management | 0.00% | No change | 224 | $6K |
| IFP Advisors, Inc | 0.00% | Add +94.7% | 220 | $6K |
| Motco | 0.00% | No change | 200 | $6K |
| Covestor Ltd | 0.00% | Add +33.8% | 194 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 205 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -27.4% | 201 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | New | 190 | $5K |
| Quarry LP | 0.00% | Add +104.4% | 184 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -38.4% | 173 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +135.1% | 174 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.7% | 165 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 152 | $4K |
| Rothschild Investment LLC | 0.00% | Add +36.4% | 150 | $4K |
| Putney Financial Group LLC | 0.00% | No change | 147 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 146 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 142 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +403.7% | 136 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.4% | 131 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 89 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -24.2% | 113 | $3K |
| Main Street Group, LTD | 0.00% | Reduce -74.5% | 108 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 103 | $3K |
| Huntington National Bank | 0.00% | No change | 93 | $3K |
| Essential Partners LLC | 0.00% | — | 92 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -39.9% | 86 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.7% | 73 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 67 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 62 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 62 | $2K |
| Caldwell Trust Co | 0.00% | No change | 57 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.3% | 57 | $2K |
| Larson Financial Group LLC | 0.00% | Add +8.3% | 52 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 51 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 49 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 44 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 42 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -44.0% | 42 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 41 | $1K |
| MRP Capital Investments, LLC | 0.00% | No change | 40 | $1K |
| ORG Partners LLC | 0.00% | No change | 40 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -15.2% | 39 | $1K |
| Scarborough Advisors, LLC | 0.00% | New | 38 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -88.2% | 35 | $999 |
| Community Bank, N.A. | 0.00% | New | 34 | $969 |
| PFS Partners, LLC | 0.00% | No change | 31 | $885 |
| MCF Advisors LLC | 0.00% | No change | 31 | $885 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 31 | $884 |
| Key Financial Inc | 0.00% | No change | 29 | $827 |
| NewEdge Advisors, LLC | 0.00% | No change | 25 | $713 |
| Country Trust Bank | 0.00% | No change | 22 | $628 |
| Assetmark, Inc. | 0.00% | Add +5.3% | 20 | $571 |
| Clearstead Advisors, LLC | 0.00% | No change | 19 | $543 |
| Whittier Trust Co. | 0.00% | No change | 19 | $541 |
| Beacon Capital Management, LLC | 0.00% | No change | 17 | $485 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $441 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 15 | $428 |
| Clearstead Trust, LLC | 0.00% | New | 15 | $428 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 13 | $371 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 12 | $342 |
| True Wealth Design, LLC | 0.00% | Reduce -41.2% | 10 | $286 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 10 | $285 |
| Eastern Bank | 0.00% | No change | 10 | $285 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 8 | $229 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -53.3% | 7 | $200 |
| WealthCollab, LLC | 0.00% | No change | 6 | $172 |
| Avalon Trust Co | 0.00% | No change | 6 | $172 |
| Harbor Asset Planning, Inc. | 0.00% | — | 6 | $171 |
| Front Row Advisors LLC | 0.00% | No change | 6 | $171 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 6 | $171 |
| Financial Gravity Companies, Inc. | 0.00% | — | 6 | $171 |
| TD Capital Management LLC | 0.00% | No change | 6 | $171 |
| Tortoise Investment Management, LLC | 0.00% | No change | 6 | $171 |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.1% | 6 | $171 |
| Rossby Financial, LCC | 0.00% | No change | 5 | $143 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $143 |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $143 |
| Abound Wealth Management | 0.00% | No change | 5 | $143 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $142 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 4 | $114 |
| Salem Investment Counselors Inc. | 0.00% | Reduce -87.5% | 3 | $86 |
| Pacific Center for Financial Services | 0.00% | No change | 3 | $86 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $29 |
| Breakwater Investment Management | 0.00% | No change | 1 | $29 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $29 |
| Graney & King, LLC | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is NATL's weight in each manager's 13F, not the share of NCR Atleos Corp. the manager owns.