Filing Research | ENVX - ENOVIX CORPORATION Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Refined Wealth Management	Shares	844.9KSH	$5.1M
2	Register Financial Advisors LLC	Shares	297.6KSH	$1.8M
3	Parkside Investments, LLC	Shares	275.5KSH	$1.7M
4	VISTA CAPITAL PARTNERS, INC.	Shares	98.0KSH	$595.1K
5	Beirne Wealth Consulting Services, LLC	Shares	82.3KSH	$499.4K
6	RICHARDS, MERRILL & PETERSON, INC.	Shares	67.3KSH	$408.4K
7	Police & Firemen's Retirement System of New Jersey	Shares	59.1KSH	$359.0K
8	Sowell Financial Services LLC	Shares	52.8KSH	$320.8K
9	Merrion Investment Management Co, LLC	Shares	49.8KSH	$302.3K
10	Composition Wealth, LLC	Shares	43.7KSH	$265.1K
11	LVW Advisors, LLC	Shares	34.6KSH	$210.3K
12	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	31.9KSH	$193.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.6KSH	$169.3K
14	PFG Investments, LLC	Shares	26.6KSH	$161.5K
15	J.W. COLE ADVISORS, INC.	Shares	23.3KSH	$141.6K
16	Apella Capital, LLC	Shares	25.9KSH	$129.2K
17	HARBOR INVESTMENT ADVISORY, LLC	Shares	18.7KSH	$113.8K
18	Richardson Capital Management LLC	Shares	17.1KSH	$104.0K
19	LPWM LLC	Shares	15.9KSH	$96.6K
20	Wealthcare Advisory Partners LLC	Shares	11.9KSH	$72.4K
21	Prospera Financial Services Inc	Shares	11.3KSH	$68.5K
22	B. Riley Wealth Advisors, Inc.	Shares	10.8KSH	$66.1K
23	Sequoia Financial Advisors, LLC	Shares	10.1KSH	$61.4K
24	Platform Technology Partners	Shares	10.0KSH	$60.7K
25	SALEM INVESTMENT COUNSELORS INC	Shares	9.9KSH	$60.2K
26	SBI Securities Co., Ltd.	Shares	5.8KSH	$35.1K
27	Farther Finance Advisors, LLC	Shares	5.3KSH	$32.1K
28	IFP Advisors, Inc	Shares	2.9KSH	$17.6K
29	GAMMA Investing LLC	Shares	2.2KSH	$13.3K
30	Versant Capital Management, Inc	Shares	1.8KSH	$11.2K
31	Apella Capital, LLC	CALL	1.5KSH	$7.5K
32	SIGNATUREFD, LLC	Shares	1.2KSH	$7.4K
33	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	875SH	$5.3K
34	Abound Wealth Management	Shares	250SH	$1.5K
35	Key FInancial Inc	Shares	240SH	$1.5K
36	SJS Investment Consulting Inc.	Shares	228SH	$1.4K
37	FNY Investment Advisers, LLC	Shares	150.4KSH	$912
38	Financial Management Professionals, Inc.	Shares	125SH	$759
39	EverSource Wealth Advisors, LLC	Shares	115SH	$698
40	Handelsbanken Fonder AB	Shares	56.2KSH	$341
41	Strategic Investment Solutions, Inc. /IL	Shares	42SH	$255
42	Bogart Wealth, LLC	Shares	10SH	$61
43	Hughes Financial Services, LLC	Shares	3SH	$18
44	FNY Investment Advisers, LLC	CALL	1.2KSH	$7

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

50 / 51 loaded

#		Instrument
1	Refined Wealth Management trimmed	Shares	-9.6K	+$702.1K	$5.1M
2	VISTA CAPITAL PARTNERS, INC. added	Shares	+48.9K	+$340.4K	$595.1K
3	Sowell Financial Services LLC new	Shares	+52.8K	+$320.8K	$320.8K
4	Composition Wealth, LLC new	Shares	+43.7K	+$265.1K	$265.1K
5	Parkside Investments, LLC trimmed	Shares	-956	+$240.3K	$1.7M
6	Register Financial Advisors LLC trimmed	Shares	-14.0K	+$192.3K	$1.8M
7	J.W. COLE ADVISORS, INC. new	Shares	+23.3K	+$141.6K	$141.6K
8	Beirne Wealth Consulting Services, LLC added	Shares	+5.7K	+$102.8K	$499.4K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+7.5K	+$91.7K	$359.0K
10	Sequoia Financial Advisors, LLC new	Shares	+10.1K	+$61.4K	$61.4K
11	RICHARDS, MERRILL & PETERSON, INC. trimmed	Shares	-860	+$55.4K	$408.4K
12	Merrion Investment Management Co, LLC added	Shares	+300	+$45.9K	$302.3K
13	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+4.6K	+$40.5K	$113.8K
14	LVW Advisors, LLC added	Shares	+5	+$30.9K	$210.3K
15	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$28.3K	$193.3K
16	SBI Securities Co., Ltd. added	Shares	+4.0K	+$25.9K	$35.1K
17	Apella Capital, LLC added	Shares	+10.0K	+$23.8K	$129.2K
18	PFG Investments, LLC trimmed	Shares	-500	+$21.1K	$161.5K
19	IFP Advisors, Inc new	Shares	+2.9K	+$17.6K	$17.6K
20	Farther Finance Advisors, LLC added	Shares	+2.0K	+$15.9K	$32.1K
21	Richardson Capital Management LLC unchanged	Shares	0	+$15.3K	$104.0K
22	LPWM LLC unchanged	Shares	0	+$14.2K	$96.6K
23	B. Riley Wealth Advisors, Inc. added	Shares	+100	+$13.7K	$66.1K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$12.5K	$169.3K
25	Platform Technology Partners unchanged	Shares	0	+$8.9K	$60.7K
26	GAMMA Investing LLC added	Shares	+1.1K	+$7.4K	$13.3K
27	Prospera Financial Services Inc trimmed	Shares	-800	+$5.9K	$68.5K
28	Versant Capital Management, Inc unchanged	Shares	0	+$1.6K	$11.2K
29	SJS Investment Consulting Inc. new	Shares	+228	+$1.4K	$1.4K
30	SIGNATUREFD, LLC added	Shares	+5	+$1.1K	$7.4K
31	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$779	$5.3K
32	Abound Wealth Management unchanged	Shares	0	+$223	$1.5K
33	Key FInancial Inc unchanged	Shares	0	+$214	$1.5K
34	Financial Management Professionals, Inc. unchanged	Shares	0	+$111	$759
35	FNY Investment Advisers, LLC trimmed	Shares	-10.4K	+$80	$912
36	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$37	$255
37	Bogart Wealth, LLC unchanged	Shares	0	+$9	$61
38	Hughes Financial Services, LLC unchanged	Shares	0	+$2	$18
39	FNY Investment Advisers, LLC trimmed	CALL	-1.2K	-$5	$7
40	Quaker Wealth Management, LLC exited	Shares	-41	-$213	$0
41	TFC Financial Management, Inc. exited	Shares	-192	-$995	$0
42	EverSource Wealth Advisors, LLC trimmed	Shares	-662	-$3.3K	$698
43	Handelsbanken Fonder AB trimmed	Shares	-1.1M	-$5.7K	$341
44	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-4.1K	-$12.3K	$60.2K
45	Apella Capital, LLC trimmed	CALL	-1.8K	-$14.4K	$7.5K
46	Wealthcare Advisory Partners LLC trimmed	Shares	-7.1K	-$26.3K	$72.4K
47	CAPITAL ADVISORS INC/OK exited	Shares	-11.8K	-$60.9K	$0
48	D.A. DAVIDSON & CO. exited	Shares	-17.5K	-$90.7K	$0
49	Register Financial Advisors LLC exited	CALL	-20.0K	-$103.6K	$0
50	Strong Tower Advisory Services exited	Shares	-42.1K	-$218.0K	$0

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