Filing Research | BLND - Blend Labs Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Capricorn Fund Managers Ltd	Shares	11.3MSH	$19.3M
2	Ahara Advisors LLC	Shares	2.7KSH	$2.0M
3	Cypress Point Wealth Management, LLC	Shares	225.8KSH	$386.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	183.6KSH	$312.1K
5	PFG Advisors	Shares	80.0KSH	$136.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	59.3KSH	$101.4K
7	Westmount Partners, LLC	Shares	45.0KSH	$77.0K
8	Sequoia Financial Advisors, LLC	Shares	36.4KSH	$62.2K
9	Y-Intercept (Hong Kong) Ltd	Shares	33.3KSH	$57.0K
10	Revolve Wealth Partners, LLC	Shares	31.5KSH	$53.9K
11	Ballentine Partners, LLC	Shares	24.2KSH	$41.4K
12	Lexington Hill Partners, LLC	Shares	13.7KSH	$23.4K
13	Revisor Wealth Management LLC	Shares	12.4KSH	$21.2K
14	Trellis Wealth Advisors LLC	Shares	10.9KSH	$18.7K
15	Farther Finance Advisors, LLC	Shares	1.7KSH	$3.0K
16	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.6KSH	$2.8K
17	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$2.7K
18	Fortitude Family Office, LLC	Shares	1.1KSH	$1.8K
19	Mirae Asset Global Investments Co., Ltd.	Shares	662SH	$1.1K
20	True Wealth Design, LLC	Shares	244SH	$418
21	IFP Advisors, Inc	Shares	214SH	$366
22	GAMMA Investing LLC	Shares	82SH	$140
23	State of Alaska, Department of Revenue	Shares	12.2KSH	$20

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

27 / 27 loaded

#		Instrument
1	Capricorn Fund Managers Ltd added	Shares	+4.8M	+$8.3M	$19.3M
2	Ahara Advisors LLC trimmed	Shares	-294.4K	+$1.5M	$2.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+153.7K	+$252.3K	$312.1K
4	Westmount Partners, LLC new	Shares	+45.0K	+$77.0K	$77.0K
5	Sequoia Financial Advisors, LLC new	Shares	+36.4K	+$62.2K	$62.2K
6	Y-Intercept (Hong Kong) Ltd new	Shares	+33.3K	+$57.0K	$57.0K
7	Cypress Point Wealth Management, LLC added	Shares	+10.0K	+$19.3K	$386.2K
8	Farther Finance Advisors, LLC added	Shares	+1.7K	+$2.9K	$3.0K
9	Fortitude Family Office, LLC new	Shares	+1.1K	+$1.8K	$1.8K
10	PFG Advisors unchanged	Shares	0	+$799	$136.7K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$593	$101.4K
12	True Wealth Design, LLC new	Shares	+244	+$418	$418
13	IFP Advisors, Inc added	Shares	+104	+$179	$366
14	Lexington Hill Partners, LLC unchanged	Shares	0	+$137	$23.4K
15	Revisor Wealth Management LLC unchanged	Shares	0	+$124	$21.2K
16	Trellis Wealth Advisors LLC unchanged	Shares	0	+$109	$18.7K
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$16	$2.8K
18	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$7	$1.1K
19	State of Alaska, Department of Revenue unchanged	Shares	0	$0	$20
20	SJS Investment Consulting Inc. exited	Shares	-4	-$7	$0
21	Revolve Wealth Partners, LLC trimmed	Shares	-270	-$144	$53.9K
22	EverSource Wealth Advisors, LLC trimmed	Shares	-277	-$455	$2.7K
23	GAMMA Investing LLC trimmed	Shares	-566	-$962	$140
24	Ballentine Partners, LLC trimmed	Shares	-2.2K	-$3.4K	$41.4K
25	SBI Securities Co., Ltd. exited	Shares	-6.0K	-$10.2K	$0
26	Abel Hall, LLC exited	Shares	-28.1K	-$47.7K	$0
27	Patriot Financial Group Insurance Agency, LLC exited	Shares	-69.0K	-$117.2K	$0