Filing Research | DNA - GINKGO BIOWORKS HOLDINGS INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	358.8KSH	$3.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.3KSH	$203.1K
3	Boston Standard Wealth Management, LLC	Shares	15.2KSH	$165.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	14.8KSH	$146.4K
5	SBI Securities Co., Ltd.	Shares	4.0KSH	$39.4K
6	GAMMA Investing LLC	Shares	1.0KSH	$10.3K
7	VSM Wealth Advisory, LLC	Shares	1.0KSH	$9.9K
8	EverSource Wealth Advisors, LLC	Shares	979SH	$9.7K
9	Farther Finance Advisors, LLC	Shares	608SH	$6.0K
10	SALEM INVESTMENT COUNSELORS INC	Shares	591SH	$5.9K
11	SIGNATUREFD, LLC	Shares	442SH	$4.4K
12	IFP Advisors, Inc	Shares	421SH	$4.2K
13	True Wealth Design, LLC	Shares	354SH	$3.5K
14	TFC Financial Management, Inc.	Shares	300SH	$3.0K
15	SJS Investment Consulting Inc.	Shares	170SH	$1.7K
16	Bogart Wealth, LLC	Shares	155SH	$1.5K
17	HHM Wealth Advisors, LLC	Shares	100SH	$991
18	Fortitude Family Office, LLC	Shares	82SH	$813
19	Hartford Financial Management Inc.	Shares	65SH	$645
20	ADIRONDACK TRUST CO	Shares	43SH	$426
21	Golden State Wealth Management, LLC	Shares	25SH	$248
22	Hughes Financial Services, LLC	Shares	19SH	$188
23	FNY Investment Advisers, LLC	Shares	15.0KSH	$148
24	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	12SH	$119
25	EVOLUTION WEALTH MANAGEMENT INC.	Shares	8SH	$79
26	Capital Advisors, Ltd. LLC	Shares	1.3KSH	$13
27	JFS WEALTH ADVISORS, LLC	Shares	1SH	$10

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

28 / 28 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+36.8K	+$1.6M	$3.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.4K	+$121.0K	$203.1K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+4.6K	+$84.1K	$146.4K
4	Boston Standard Wealth Management, LLC unchanged	Shares	0	+$68.2K	$165.0K
5	SBI Securities Co., Ltd. added	Shares	+85	+$15.5K	$39.4K
6	EverSource Wealth Advisors, LLC added	Shares	+505	+$6.8K	$9.7K
7	GAMMA Investing LLC added	Shares	+203	+$5.2K	$10.3K
8	IFP Advisors, Inc added	Shares	+378	+$3.9K	$4.2K
9	Farther Finance Advisors, LLC added	Shares	+276	+$3.8K	$6.0K
10	VSM Wealth Advisory, LLC unchanged	Shares	0	+$3.8K	$9.9K
11	True Wealth Design, LLC added	Shares	+327	+$3.3K	$3.5K
12	SIGNATUREFD, LLC added	Shares	+193	+$2.9K	$4.4K
13	SJS Investment Consulting Inc. added	Shares	+154	+$1.6K	$1.7K
14	Bogart Wealth, LLC new	Shares	+155	+$1.5K	$1.5K
15	TFC Financial Management, Inc. unchanged	Shares	0	+$1.1K	$3.0K
16	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-190	+$1.1K	$5.9K
17	Fortitude Family Office, LLC new	Shares	+82	+$813	$813
18	HHM Wealth Advisors, LLC unchanged	Shares	0	+$378	$991
19	Golden State Wealth Management, LLC new	Shares	+25	+$248	$248
20	Hartford Financial Management Inc. unchanged	Shares	0	+$246	$645
21	ADIRONDACK TRUST CO unchanged	Shares	0	+$163	$426
22	Hughes Financial Services, LLC unchanged	Shares	0	+$72	$188
23	FNY Investment Advisers, LLC trimmed	Shares	-414	+$54	$148
24	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$30	$79
25	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$5	$13
26	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$3	$10
27	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	$0	$119
28	FNY Investment Advisers, LLC exited	CALL	-150	$0	$0