Filing Research | KOPN - KOPIN CORP Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Silverberg Bernstein Capital Management LLC	Shares	1.3MSH	$5.8M
2	HERALD INVESTMENT MANAGEMENT Ltd	Shares	1.2MSH	$5.6M
3	Sequoia Financial Advisors, LLC	Shares	120.8KSH	$541.1K
4	Penbrook Management LLC	Shares	88.3KSH	$395.5K
5	Murphy Pohlad Asset Management LLC	Shares	74.8KSH	$335.1K
6	Redhawk Wealth Advisors, Inc.	Shares	65.8KSH	$294.8K
7	Counterpoint Mutual Funds LLC	Shares	65.0KSH	$291.2K
8	SBI Securities Co., Ltd.	Shares	53.8KSH	$240.9K
9	Police & Firemen's Retirement System of New Jersey	Shares	53.3KSH	$238.9K
10	Brookwood Investment Group LLC	Shares	49.4KSH	$221.1K
11	GRIFFIN ASSET MANAGEMENT, INC.	Shares	41.3KSH	$184.9K
12	Accurate Wealth Management, LLC	Shares	28.7KSH	$116.0K
13	O'Connor Financial Group LLC	Shares	20.3KSH	$90.7K
14	First Bank & Trust	Shares	18.5KSH	$83.0K
15	Triasima Portfolio Management inc.	Shares	15.3KSH	$68.4K
16	Apollon Wealth Management, LLC	Shares	10.9KSH	$48.7K
17	Patriot Financial Group Insurance Agency, LLC	Shares	10.9KSH	$48.5K
18	Emergent Wealth Advisors, LLC	Shares	10.6KSH	$47.6K
19	MARATHON CAPITAL MANAGEMENT	Shares	10.0KSH	$44.8K
20	EverSource Wealth Advisors, LLC	Shares	9.4KSH	$42.3K
21	Farther Finance Advisors, LLC	Shares	4.3KSH	$19.4K
22	1620 INVESTMENT ADVISORS, INC.	Shares	2.1KSH	$9.5K
23	Main Street Group, LTD	Shares	1.0KSH	$4.5K
24	GAMMA Investing LLC	Shares	440SH	$2.0K
25	Essential Investment Partners LLC	Shares	120SH	$538
26	ARMSTRONG ADVISORY GROUP, INC	Shares	10SH	$45
27	FNY Investment Advisers, LLC	Shares	10SH	$0

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

31 / 31 loaded

#		Instrument
1	Silverberg Bernstein Capital Management LLC trimmed	Shares	-8.4K	+$2.9M	$5.8M
2	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-652.5K	+$1.3M	$5.6M
3	Counterpoint Mutual Funds LLC new	Shares	+65.0K	+$291.2K	$291.2K
4	Sequoia Financial Advisors, LLC added	Shares	+7.4K	+$286.1K	$541.1K
5	Brookwood Investment Group LLC new	Shares	+49.4K	+$221.1K	$221.1K
6	GRIFFIN ASSET MANAGEMENT, INC. new	Shares	+41.3K	+$184.9K	$184.9K
7	Redhawk Wealth Advisors, Inc. added	Shares	+173	+$147.1K	$294.8K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+11.6K	+$145.1K	$238.9K
9	Penbrook Management LLC trimmed	Shares	-26.3K	+$137.7K	$395.5K
10	SBI Securities Co., Ltd. added	Shares	+7.8K	+$137.4K	$240.9K
11	Accurate Wealth Management, LLC added	Shares	+11.2K	+$69.1K	$116.0K
12	First Bank & Trust added	Shares	+8.2K	+$59.7K	$83.0K
13	Apollon Wealth Management, LLC new	Shares	+10.9K	+$48.7K	$48.7K
14	Emergent Wealth Advisors, LLC new	Shares	+10.6K	+$47.6K	$47.6K
15	O'Connor Financial Group LLC unchanged	Shares	0	+$45.2K	$90.7K
16	Triasima Portfolio Management inc. added	Shares	+4.5K	+$44.1K	$68.4K
17	Murphy Pohlad Asset Management LLC trimmed	Shares	-60.8K	+$30.0K	$335.1K
18	Farther Finance Advisors, LLC added	Shares	+4.2K	+$19.2K	$19.4K
19	EverSource Wealth Advisors, LLC trimmed	Shares	-2.5K	+$15.4K	$42.3K
20	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$4.7K	$9.5K
21	Main Street Group, LTD unchanged	Shares	0	+$2.2K	$4.5K
22	GAMMA Investing LLC added	Shares	+78	+$1.2K	$2.0K
23	Essential Investment Partners LLC new	Shares	+120	+$538	$538
24	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$22	$45
25	FNY Investment Advisers, LLC new	Shares	+10	$0	$0
26	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-10.9K	-$530	$48.5K
27	IFP Advisors, Inc exited	Shares	-401	-$902	$0
28	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-15.0K	-$11.4K	$44.8K
29	Northside Capital Management, LLC exited	Shares	-20.0K	-$45.0K	$0
30	Y-Intercept (Hong Kong) Ltd exited	Shares	-32.6K	-$73.5K	$0
31	PFG Investments, LLC exited	Shares	-100.0K	-$225.0K	$0