Filing Research | JOBY - JOBY AVIATION INC Institutional Holdings

Snapshot holdings

50 / 105 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.8MSH	$25.3M
2	SBI Securities Co., Ltd.	Shares	488.8KSH	$4.4M
3	UDINE WEALTH MANAGEMENT, INC.	Shares	264.3KSH	$2.4M
4	Bouvel Investment Partners, LLC	Shares	249.6KSH	$2.2M
5	Police & Firemen's Retirement System of New Jersey	Shares	200.0KSH	$1.8M
6	GATEWAY INVESTMENT ADVISERS LLC	Shares	189.2KSH	$1.7M
7	LANARK FINANCIAL, INC.	Shares	117.8KSH	$1.1M
8	Cobblestone Asset Management LLC	Shares	79.0KSH	$704.7K
9	Sowell Financial Services LLC	Shares	78.7KSH	$701.6K
10	D.A. DAVIDSON & CO.	Shares	70.6KSH	$630.0K
11	180 WEALTH ADVISORS, LLC	Shares	62.7KSH	$559.5K
12	COOKSON PEIRCE & CO INC	Shares	55.0KSH	$490.6K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.5KSH	$413.2K
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	42.8KSH	$381.8K
15	Merit Financial Group, LLC	Shares	40.7KSH	$363.0K
16	FLAGSHIP HARBOR ADVISORS, LLC	Shares	39.4KSH	$351.1K
17	Vanguard Capital Wealth Advisors	Shares	33.9KSH	$302.7K
18	QRG CAPITAL MANAGEMENT, INC.	Shares	33.9KSH	$302.0K
19	Nautilus Advisors LLC	Shares	31.8KSH	$245.9K
20	Themes Management Co LLC	Shares	27.4KSH	$244.7K
21	UHLMANN PRICE SECURITIES, LLC	Shares	26.8KSH	$239.1K
22	MATAURO, LLC	Shares	26.5KSH	$236.2K
23	Sound Income Strategies, LLC	Shares	25.5KSH	$227.9K
24	Realta Investment Advisors	Shares	23.5KSH	$209.9K
25	Farther Finance Advisors, LLC	Shares	22.8KSH	$202.9K
26	Wealthcare Advisory Partners LLC	Shares	20.9KSH	$186.7K
27	FLC Capital Advisors	Shares	20.6KSH	$183.8K
28	Prospera Financial Services Inc	Shares	20.4KSH	$182.2K
29	J.W. COLE ADVISORS, INC.	Shares	20.0KSH	$178.5K
30	PFG Investments, LLC	Shares	18.6KSH	$166.1K
31	TITLEIST ASSET MANAGEMENT, LLC	Shares	17.3KSH	$154.5K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	16.7KSH	$147.3K
33	Echo45 Advisors LLC	Shares	15.7KSH	$139.9K
34	Composition Wealth, LLC	Shares	15.2KSH	$135.4K
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	14.6KSH	$129.8K
36	RFG Advisory, LLC	Shares	13.9KSH	$124.1K
37	Formidable Asset Management, LLC	Shares	13.9KSH	$114.5K
38	Thomasville National Bank	Shares	12.5KSH	$111.5K
39	Cyndeo Wealth Partners, LLC	Shares	12.5KSH	$111.4K
40	SIGNATUREFD, LLC	Shares	12.0KSH	$107.2K
41	Clarity Wealth Advisors, LLC	Shares	11.8KSH	$105.3K
42	DAVENPORT & Co LLC	Shares	11.5KSH	$102.8K
43	Spire Wealth Management	Shares	11.2KSH	$100.2K
44	Lewis Asset Management, LLC	Shares	10.5KSH	$93.7K
45	Meritas Wealth Management, LLC	Shares	10.3KSH	$92.0K
46	Sequoia Financial Advisors, LLC	Shares	10.0KSH	$89.4K
47	Herold Advisors, Inc.	Shares	10.0KSH	$89.0K
48	IFP Advisors, Inc	Shares	9.6KSH	$86.0K
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	9.6KSH	$85.6K
50	Atlatl Advisers LLC	Shares	8.4KSH	$75.4K

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

50 / 117 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+557.6K	+$6.5M	$25.3M
2	SBI Securities Co., Ltd. added	Shares	+216.4K	+$2.1M	$4.4M
3	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+189.2K	+$1.7M	$1.7M
4	Bouvel Investment Partners, LLC added	Shares	+123.7K	+$1.2M	$2.2M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+41.3K	+$473.0K	$1.8M
6	Sowell Financial Services LLC added	Shares	+32.8K	+$322.4K	$701.6K
7	D.A. DAVIDSON & CO. added	Shares	+29.0K	+$286.5K	$630.0K
8	UDINE WEALTH MANAGEMENT, INC. added	Shares	+11.3K	+$267.9K	$2.4M
9	UHLMANN PRICE SECURITIES, LLC new	Shares	+26.8K	+$239.1K	$239.1K
10	QRG CAPITAL MANAGEMENT, INC. added	Shares	+18.2K	+$172.8K	$302.0K
11	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+17.3K	+$154.5K	$154.5K
12	Echo45 Advisors LLC new	Shares	+15.7K	+$139.9K	$139.9K
13	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+14.6K	+$129.8K	$129.8K
14	Vanguard Capital Wealth Advisors added	Shares	+11.5K	+$117.6K	$302.7K
15	Clarity Wealth Advisors, LLC new	Shares	+11.8K	+$105.3K	$105.3K
16	Nautilus Advisors LLC added	Shares	+14.7K	+$103.9K	$245.9K
17	180 WEALTH ADVISORS, LLC added	Shares	+7.4K	+$102.9K	$559.5K
18	LANARK FINANCIAL, INC. added	Shares	+2.8K	+$100.9K	$1.1M
19	Lewis Asset Management, LLC new	Shares	+10.5K	+$93.7K	$93.7K
20	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+7.4K	+$89.6K	$381.8K
21	Cobblestone Asset Management LLC added	Shares	+4.1K	+$86.0K	$704.7K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.8K	+$75.5K	$413.2K
23	Atlatl Advisers LLC new	Shares	+8.4K	+$75.4K	$75.4K
24	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+5.1K	+$67.7K	$351.1K
25	Mountain Hill Investment Partners Corp. new	Shares	+7.5K	+$66.9K	$66.9K
26	AdvisorNet Financial, Inc new	Shares	+7.0K	+$62.4K	$62.4K
27	CoreCap Advisors, LLC added	Shares	+6.7K	+$60.5K	$74.0K
28	Merit Financial Group, LLC added	Shares	+1.5K	+$39.4K	$363.0K
29	Sound Income Strategies, LLC added	Shares	+2.7K	+$39.3K	$227.9K
30	Realta Investment Advisors added	Shares	+2.5K	+$36.2K	$209.9K
31	Themes Management Co LLC added	Shares	+1.8K	+$33.1K	$244.7K
32	J.W. COLE ADVISORS, INC. added	Shares	+2.1K	+$30.4K	$178.5K
33	Farther Finance Advisors, LLC added	Shares	+1.3K	+$25.2K	$202.9K
34	Wealthcare Advisory Partners LLC added	Shares	+1.1K	+$23.0K	$186.7K
35	RFG Advisory, LLC new	CALL	+2.5K	+$22.3K	$22.3K
36	Golden State Wealth Management, LLC added	Shares	+2.0K	+$21.4K	$66.5K
37	MATAURO, LLC unchanged	Shares	0	+$17.5K	$236.2K
38	FLC Capital Advisors unchanged	Shares	0	+$13.6K	$183.8K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+100	+$10.3K	$147.3K
40	Composition Wealth, LLC added	Shares	+10	+$10.1K	$135.4K
41	WEBSTER BANK, N. A. added	Shares	+1.0K	+$9.3K	$13.4K
42	RFG Advisory, LLC trimmed	Shares	-90	+$8.4K	$124.1K
43	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$8.2K	$111.4K
44	TRUST CO OF TOLEDO NA /OH/ added	Shares	+750	+$6.9K	$8.9K
45	Meritas Wealth Management, LLC unchanged	Shares	0	+$6.8K	$92.0K
46	Herold Advisors, Inc. unchanged	Shares	0	+$6.4K	$89.0K
47	GAMMA Investing LLC added	Shares	+202	+$6.1K	$60.0K
48	DHJJ Financial Advisors, Ltd. new	Shares	+600	+$5.4K	$5.4K
49	BFSG, LLC unchanged	Shares	0	+$5.0K	$66.9K
50	Cape Investment Advisory, Inc. new	Shares	+550	+$4.9K	$4.9K

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