OneDigital Investment Advisors LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in BR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$270,854
-$246,454 QoQ
Shares Held
1,667
-28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $17,317,290 across 9 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
41,306 | $11,615,660 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
9,697 | $1,335,664 | |
| 3 | APLD |
Applied Digital Corp.
|
33,198 | $1,238,285 | |
| 4 | CLVT |
Clarivate PLC
|
515,575 | $1,113,642 | |
| 5 | CACI |
Caci International Inc /De/
|
1,546 | $716,199 | |
| 6 | ACN |
Accenture plc
|
5,064 | $630,164 | |
| 7 | INOD |
Innodata Inc
|
3,028 | $228,856 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,191 | $225,607 |
All Filings in BR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,854 | 1,667 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $517,308 | 2,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $755,475 | 3,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $790,090 | 3,251 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $785,812 | 3,241 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $672,391 | 2,974 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $647,240 | 3,010 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $648,918 | 3,294 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $643,670 | 3,142 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $641,528 | 3,118 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $331,958 | 1,854 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $310,556 | 1,875 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $218,829 | 1,493 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $260,078 | 1,939 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||