Filing Research | BYND - BEYOND MEAT INC Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	DBA TRADING, LLC	Shares	681.4KSH	$478.1K
2	Y-Intercept (Hong Kong) Ltd	Shares	382.6KSH	$287.0K
3	SBI Securities Co., Ltd.	Shares	192.6KSH	$144.4K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	177.1KSH	$116.2K
5	Kaufman Rossin Wealth, LLC	Shares	112.6KSH	$76.0K
6	Optas, LLC	Shares	90.0KSH	$67.5K
7	Farther Finance Advisors, LLC	Shares	83.9KSH	$62.9K
8	Merit Financial Group, LLC	Shares	63.5KSH	$47.6K
9	Simplify Asset Management Inc.	Shares	49.8KSH	$37.3K
10	EverSource Wealth Advisors, LLC	Shares	25.6KSH	$19.2K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.2KSH	$18.2K
12	Falcon Wealth Planning	Shares	18.0KSH	$13.5K
13	Abel Hall, LLC	Shares	16.7KSH	$12.5K
14	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	15.3KSH	$11.4K
15	WADDELL & ASSOCIATES, LLC	Shares	13.3KSH	$9.9K
16	Rathbones Group PLC	Shares	11.5KSH	$8.6K
17	EASTERN BANK	Shares	10.0KSH	$7.5K
18	Fortitude Family Office, LLC	Shares	6.1KSH	$4.6K
19	IFP Advisors, Inc	Shares	5.2KSH	$3.9K
20	SJS Investment Consulting Inc.	Shares	4.9KSH	$3.6K
21	True Wealth Design, LLC	Shares	2.7KSH	$2.0K
22	GAMMA Investing LLC	Shares	1.4KSH	$1.1K
23	CoreCap Advisors, LLC	Shares	1.1KSH	$836
24	AdvisorNet Financial, Inc	Shares	615SH	$461
25	BFSG, LLC	Shares	210SH	$158
26	Golden State Wealth Management, LLC	Shares	160SH	$122
27	Center for Financial Planning, Inc.	Shares	135SH	$102
28	ALBION FINANCIAL GROUP /UT	Shares	130SH	$98
29	Blue Trust, Inc.	Shares	90SH	$68
30	TOMPKINS FINANCIAL CORP	Shares	85SH	$64
31	Indiana Trust & Investment Management Co	Shares	75SH	$56
32	Investors Research Corp	Shares	50SH	$38
33	KERR FINANCIAL PLANNING Corp	Shares	50SH	$38
34	Strategic Investment Solutions, Inc. /IL	Shares	50SH	$38
35	VSM Wealth Advisory, LLC	Shares	33SH	$25
36	Darwin Wealth Management, LLC	Shares	20SH	$15
37	Tradewinds Capital Management, LLC	Shares	20SH	$15
38	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	14SH	$11
39	1620 INVESTMENT ADVISORS, INC.	Shares	10SH	$8
40	Aventura Private Wealth, LLC	Shares	10SH	$8
41	Key FInancial Inc	Shares	10SH	$8
42	LifeSteps Financial, Inc.	Shares	10SH	$8
43	Newton One Investments LLC	Shares	10SH	$8
44	Byrne Asset Management LLC	Shares	4SH	$3
45	Cedar Mountain Advisors, LLC	Shares	1SH	$1
46	SALEM INVESTMENT COUNSELORS INC	Shares	1SH	$1
47	PayPay Securities Corp	Shares	0SH	$0

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

50 / 56 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+382.6K	+$287.0K	$287.0K
2	SBI Securities Co., Ltd. added	Shares	+48.9K	+$43.6K	$144.4K
3	Simplify Asset Management Inc. new	Shares	+49.8K	+$37.3K	$37.3K
4	EASTERN BANK new	Shares	+10.0K	+$7.5K	$7.5K
5	Fortitude Family Office, LLC new	Shares	+6.1K	+$4.6K	$4.6K
6	Optas, LLC unchanged	Shares	0	+$4.4K	$67.5K
7	Abel Hall, LLC added	Shares	+4.7K	+$4.1K	$12.5K
8	SJS Investment Consulting Inc. added	Shares	+4.6K	+$3.5K	$3.6K
9	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.0K	+$1.9K	$18.2K
10	EverSource Wealth Advisors, LLC trimmed	Shares	-357	+$987	$19.2K
11	Falcon Wealth Planning added	Shares	+30	+$894	$13.5K
12	True Wealth Design, LLC added	Shares	+881	+$748	$2.0K
13	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$739	$11.4K
14	CoreCap Advisors, LLC unchanged	Shares	0	+$54	$836
15	AdvisorNet Financial, Inc unchanged	Shares	0	+$30	$461
16	BFSG, LLC unchanged	Shares	0	+$10	$158
17	Golden State Wealth Management, LLC trimmed	Shares	-2	+$8	$122
18	LifeSteps Financial, Inc. new	Shares	+10	+$8	$8
19	Center for Financial Planning, Inc. unchanged	Shares	0	+$7	$102
20	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$6	$98
21	Blue Trust, Inc. unchanged	Shares	0	+$5	$68
22	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$4	$64
23	Indiana Trust & Investment Management Co unchanged	Shares	0	+$3	$56
24	Investors Research Corp unchanged	Shares	0	+$3	$38
25	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$3	$38
26	VSM Wealth Advisory, LLC unchanged	Shares	0	+$2	$25
27	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$1	$8
28	Aventura Private Wealth, LLC unchanged	Shares	0	+$1	$8
29	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$1	$11
30	Darwin Wealth Management, LLC unchanged	Shares	0	+$1	$15
31	Key FInancial Inc unchanged	Shares	0	+$1	$8
32	Byrne Asset Management LLC unchanged	Shares	0	$0	$3
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	$0	$1
34	DBA TRADING, LLC unchanged	Shares	0	$0	$478.1K
35	Newton One Investments LLC unchanged	Shares	0	$0	$8
36	PayPay Securities Corp unchanged	Shares	0	$0	$0
37	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	$0	$1
38	Tradewinds Capital Management, LLC unchanged	Shares	0	$0	$15
39	Scarborough Advisors, LLC exited	Shares	-6	-$4	$0
40	Sound Income Strategies, LLC exited	Shares	-7	-$4	$0
41	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$7	$38
42	AMALGAMATED BANK exited	Shares	-12.0K	-$8	$0
43	SOA Wealth Advisors, LLC. exited	Shares	-12	-$8	$0
44	Physician Wealth Advisors, Inc. exited	Shares	-50	-$36	$0
45	IFP Advisors, Inc trimmed	Shares	-589	-$162	$3.9K
46	Spire Wealth Management exited	Shares	-827	-$579	$0
47	GAMMA Investing LLC trimmed	Shares	-2.2K	-$1.5K	$1.1K
48	Merit Financial Group, LLC trimmed	Shares	-13.1K	-$6.1K	$47.6K
49	Rathbones Group PLC trimmed	Shares	-11.8K	-$7.7K	$8.6K
50	WADDELL & ASSOCIATES, LLC trimmed	Shares	-14.5K	-$9.5K	$9.9K

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