Filing Research | BBBY - BED BATH & BEYOND, INC. Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	LEE DANNER & BASS INC	Shares	1.1MSH	$6.2M
2	Parkside Investments, LLC	Shares	50.0KSH	$2.9M
3	Refined Wealth Management	Shares	421.1KSH	$2.4M
4	Farther Finance Advisors, LLC	Shares	252.2KSH	$1.5M
5	INDEPENDENT FINANCIAL GROUP, LLC	Shares	241.0KSH	$1.4M
6	WMG Financial Advisors, LLC	Shares	95.7KSH	$554.1K
7	HAMILTON CAPITAL PARTNERS, LLC	Shares	44.2KSH	$255.7K
8	Olympiad Research LP	Shares	31.2KSH	$180.6K
9	SIGNATUREFD, LLC	Shares	30.9KSH	$178.7K
10	J.E. Simmons & Co., P.C.	Shares	24.4KSH	$135.5K
11	Police & Firemen's Retirement System of New Jersey	Shares	22.6KSH	$131.1K
12	Clarus Group, Inc.	Shares	16.9KSH	$97.6K
13	Wealthcare Advisory Partners LLC	Shares	12.4KSH	$71.7K
14	SAX WEALTH ADVISORS, LLC	Shares	14.9KSH	$69.2K
15	UHLMANN PRICE SECURITIES, LLC	Shares	11.3KSH	$65.4K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.2KSH	$64.2K
17	Curated Wealth Partners LLC	Shares	20.0KSH	$22.8K
18	Physician Wealth Advisors, Inc.	Shares	2.6KSH	$15.2K
19	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$8.7K
20	CoreCap Advisors, LLC	Shares	1.1KSH	$6.4K
21	GAMMA Investing LLC	Shares	612SH	$3.5K
22	Golden State Wealth Management, LLC	Shares	496SH	$2.9K
23	Fortitude Family Office, LLC	Shares	413SH	$2.4K
24	Tradewinds Capital Management, LLC	Shares	190SH	$1.1K
25	SBI Securities Co., Ltd.	Shares	118SH	$683
26	Bogart Wealth, LLC	Shares	107SH	$620
27	Moisand Fitzgerald Tamayo, LLC	Shares	64SH	$371
28	SOA Wealth Advisors, LLC.	Shares	58SH	$336
29	True Wealth Design, LLC	Shares	46SH	$267
30	Triumph Capital Management	Shares	44SH	$255
31	SJS Investment Consulting Inc.	Shares	30SH	$174
32	Investors Research Corp	Shares	27SH	$156
33	Main Street Group, LTD	Shares	25SH	$145

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

38 / 38 loaded

#		Instrument
1	Parkside Investments, LLC unchanged	Shares	0	+$2.7M	$2.9M
2	Farther Finance Advisors, LLC added	Shares	+251.4K	+$1.5M	$1.5M
3	LEE DANNER & BASS INC unchanged	Shares	0	+$1.2M	$6.2M
4	Refined Wealth Management trimmed	Shares	-1.5K	+$477.5K	$2.4M
5	HAMILTON CAPITAL PARTNERS, LLC new	Shares	+44.2K	+$255.7K	$255.7K
6	Olympiad Research LP new	Shares	+31.2K	+$180.6K	$180.6K
7	Clarus Group, Inc. new	Shares	+16.9K	+$97.6K	$97.6K
8	WMG Financial Advisors, LLC trimmed	Shares	-6.0K	+$82.2K	$554.1K
9	UHLMANN PRICE SECURITIES, LLC new	Shares	+11.3K	+$65.4K	$65.4K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.2K	+$64.2K	$64.2K
11	SIGNATUREFD, LLC added	Shares	+5.2K	+$59.4K	$178.7K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+6.7K	+$57.1K	$131.1K
13	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-51.9K	+$36.5K	$1.4M
14	J.E. Simmons & Co., P.C. added	Shares	+1.3K	+$31.0K	$135.5K
15	Curated Wealth Partners LLC new	Shares	+20.0K	+$22.8K	$22.8K
16	Wealthcare Advisory Partners LLC trimmed	Shares	-1.5K	+$7.2K	$71.7K
17	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$3.0K	$15.2K
18	EverSource Wealth Advisors, LLC added	Shares	+254	+$2.9K	$8.7K
19	CoreCap Advisors, LLC unchanged	Shares	0	+$1.3K	$6.4K
20	Golden State Wealth Management, LLC unchanged	Shares	0	+$569	$2.9K
21	Fortitude Family Office, LLC unchanged	Shares	0	+$475	$2.4K
22	GAMMA Investing LLC trimmed	Shares	-81	+$327	$3.5K
23	Triumph Capital Management new	Shares	+44	+$255	$255
24	Tradewinds Capital Management, LLC unchanged	Shares	0	+$219	$1.1K
25	SJS Investment Consulting Inc. added	Shares	+14	+$99	$174
26	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$74	$371
27	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$67	$336
28	True Wealth Design, LLC unchanged	Shares	0	+$53	$267
29	Investors Research Corp unchanged	Shares	0	+$31	$156
30	Main Street Group, LTD unchanged	Shares	0	+$29	$145
31	Clayton Financial Group LLC exited	Shares	-9	-$42	$0
32	Clarity Asset Management, Inc. exited	Shares	-500	-$2.3K	$0
33	Versant Capital Management, Inc exited	Shares	-922	-$4.3K	$0
34	SBI Securities Co., Ltd. trimmed	Shares	-1.2K	-$5.6K	$683
35	Bogart Wealth, LLC trimmed	Shares	-2.9K	-$13.3K	$620
36	SAX WEALTH ADVISORS, LLC trimmed	Shares	-4.9K	-$38.8K	$69.2K
37	D.A. DAVIDSON & CO. exited	Shares	-14.9K	-$69.0K	$0
38	Patriot Financial Group Insurance Agency, LLC exited	Shares	-49.0K	-$227.4K	$0