Filing Research | BZAI - BLAIZE HLDGS INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Themes Management Co LLC	Shares	762.2KSH	$1.1M
2	Forum Financial Management, LP	Shares	125.5KSH	$173.2K
3	Platform Technology Partners	Shares	59.3KSH	$81.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	51.9KSH	$63.9K
5	D.A. DAVIDSON & CO.	Shares	35.3KSH	$48.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	17.7KSH	$24.4K
7	Abel Hall, LLC	Shares	16.0KSH	$22.0K
8	Apollon Wealth Management, LLC	Shares	12.9KSH	$17.8K
9	Merit Financial Group, LLC	Shares	11.9KSH	$16.4K
10	MISSION WEALTH MANAGEMENT, LP	Shares	11.3KSH	$15.6K
11	SBI Securities Co., Ltd.	Shares	7.8KSH	$10.8K
12	EverSource Wealth Advisors, LLC	Shares	6.0KSH	$8.3K
13	Lodestone Wealth Management LLC	Shares	4.0KSH	$5.5K
14	WOLFF WIESE MAGANA LLC	Shares	2.5KSH	$3.5K
15	IFP Advisors, Inc	Shares	1.6KSH	$2.2K
16	Farther Finance Advisors, LLC	Shares	1.1KSH	$1.5K
17	MassMutual Private Wealth & Trust, FSB	Shares	1.1KSH	$1.5K
18	Fortitude Family Office, LLC	Shares	773SH	$1.1K
19	True Wealth Design, LLC	Shares	432SH	$597
20	GAMMA Investing LLC	Shares	280SH	$386
21	MISSION WEALTH MANAGEMENT, LP	CALL	200PRN	$276
22	SJS Investment Consulting Inc.	Shares	49SH	$68

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

23 / 23 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+18.8K	+$18.6K	$48.6K
2	Apollon Wealth Management, LLC new	Shares	+12.9K	+$17.8K	$17.8K
3	MISSION WEALTH MANAGEMENT, LP new	Shares	+11.3K	+$15.6K	$15.6K
4	SBI Securities Co., Ltd. added	Shares	+7.8K	+$10.8K	$10.8K
5	Lodestone Wealth Management LLC new	Shares	+4.0K	+$5.5K	$5.5K
6	EverSource Wealth Advisors, LLC added	Shares	+4.1K	+$4.9K	$8.3K
7	WOLFF WIESE MAGANA LLC new	Shares	+2.5K	+$3.5K	$3.5K
8	MassMutual Private Wealth & Trust, FSB new	Shares	+1.1K	+$1.5K	$1.5K
9	Fortitude Family Office, LLC new	Shares	+773	+$1.1K	$1.1K
10	MISSION WEALTH MANAGEMENT, LP new	CALL	+200	+$276	$276
11	Farther Finance Advisors, LLC added	Shares	+406	+$201	$1.5K
12	True Wealth Design, LLC added	Shares	+167	+$114	$597
13	IFP Advisors, Inc added	Shares	+401	+$21	$2.2K
14	SJS Investment Consulting Inc. trimmed	Shares	-16	-$51	$68
15	GAMMA Investing LLC unchanged	Shares	0	-$124	$386
16	Sound Income Strategies, LLC exited	Shares	-1.0K	-$1.9K	$0
17	Merit Financial Group, LLC trimmed	Shares	-102	-$5.4K	$16.4K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.7K	-$6.4K	$63.9K
19	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$7.8K	$24.4K
20	Abel Hall, LLC trimmed	Shares	-1.7K	-$10.0K	$22.0K
21	Platform Technology Partners unchanged	Shares	0	-$26.1K	$81.9K
22	Forum Financial Management, LP added	Shares	+10.0K	-$37.0K	$173.2K
23	Themes Management Co LLC trimmed	Shares	-78.8K	-$478.8K	$1.1M