Filing Research | LCID - LUCID GROUP INC Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	Portman Square Capital LLP	PUT	925.3KSH	$6.2M
2	Context Capital Management, LLC	Shares	597.1KSH	$4.0M
3	Portman Square Capital LLP	Shares	225.1KSH	$1.5M
4	Oak Thistle LLC	Shares	207.6KSH	$1.4M
5	Wedmont Private Capital	Shares	73.5KSH	$408.2K
6	Mirae Asset Global Investments Co., Ltd.	Shares	39.6KSH	$265.2K
7	Police & Firemen's Retirement System of New Jersey	Shares	35.5KSH	$237.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.6KSH	$194.9K
9	SBI Securities Co., Ltd.	Shares	23.4KSH	$156.3K
10	DRIVE WEALTH MANAGEMENT, LLC	Shares	22.6KSH	$151.3K
11	Forum Financial Management, LP	Shares	22.3KSH	$149.2K
12	Merit Financial Group, LLC	Shares	19.4KSH	$130.1K
13	Apollon Wealth Management, LLC	Shares	17.1KSH	$114.6K
14	Sivia Capital Partners, LLC	Shares	13.7KSH	$91.3K
15	NorthCrest Asset Manangement, LLC	Shares	14.8KSH	$86.2K
16	SAPIENT CAPITAL LLC	Shares	11.9KSH	$79.6K
17	BANQUE PICTET & CIE SA	Shares	10.1KSH	$67.8K
18	Kaufman Rossin Wealth, LLC	Shares	10.8KSH	$62.9K
19	EverSource Wealth Advisors, LLC	Shares	5.5KSH	$36.9K
20	Farther Finance Advisors, LLC	Shares	4.2KSH	$28.0K
21	IFP Advisors, Inc	Shares	3.8KSH	$25.3K
22	GAMMA Investing LLC	Shares	1.9KSH	$13.0K
23	Global X Japan Co., Ltd.	Shares	1.9KSH	$12.5K
24	Fortitude Family Office, LLC	Shares	1.4KSH	$9.0K
25	Signature Resources Capital Management, LLC	Shares	1.3KSH	$8.7K
26	Versant Capital Management, Inc	Shares	1.3KSH	$8.6K
27	VSM Wealth Advisory, LLC	Shares	888SH	$5.9K
28	VIMA LLC	Shares	806SH	$5.4K
29	Intesa Sanpaolo Wealth Management	Shares	627SH	$4.2K
30	Owl Creek Wealth Partners LLC	Shares	575SH	$3.8K
31	Kozak & Associates, Inc.	Shares	567SH	$3.8K
32	SIGNATUREFD, LLC	Shares	530SH	$3.5K
33	CoreCap Advisors, LLC	Shares	521SH	$3.5K
34	MassMutual Private Wealth & Trust, FSB	Shares	368SH	$2.5K
35	Crewe Advisors LLC	Shares	231SH	$1.5K
36	Friedenthal Financial	Shares	189SH	$1.3K
37	True Wealth Design, LLC	Shares	187SH	$1.3K
38	Blue Trust, Inc.	Shares	170SH	$1.1K
39	HM PAYSON & CO	Shares	165SH	$1.1K
40	TFC Financial Management, Inc.	Shares	150SH	$1.0K
41	Valued Wealth Advisors LLC	Shares	150SH	$1.0K
42	SOA Wealth Advisors, LLC.	Shares	121SH	$809
43	COUNTRY TRUST BANK	Shares	120SH	$803
44	Ares Financial Consulting, LLC	Shares	119SH	$796
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	112SH	$743
46	Golden State Wealth Management, LLC	Shares	82SH	$550
47	Robinswood Financial LLC	Shares	78SH	$521
48	Handelsbanken Fonder AB	Shares	73.7KSH	$493
49	Aventura Private Wealth, LLC	Shares	71SH	$473
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	50SH	$335

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

50 / 94 loaded

#		Instrument
1	Context Capital Management, LLC new	Shares	+597.1K	+$4.0M	$4.0M
2	Oak Thistle LLC new	Shares	+207.6K	+$1.4M	$1.4M
3	Wedmont Private Capital new	Shares	+73.5K	+$408.2K	$408.2K
4	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+22.6K	+$151.3K	$151.3K
5	Merit Financial Group, LLC new	Shares	+19.4K	+$130.1K	$130.1K
6	Apollon Wealth Management, LLC new	Shares	+17.1K	+$114.6K	$114.6K
7	Sivia Capital Partners, LLC new	Shares	+13.7K	+$91.3K	$91.3K
8	NorthCrest Asset Manangement, LLC new	Shares	+14.8K	+$86.2K	$86.2K
9	Kaufman Rossin Wealth, LLC new	Shares	+10.8K	+$62.9K	$62.9K
10	IFP Advisors, Inc added	Shares	+3.5K	+$22.6K	$25.3K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+32.0K	+$9.1K	$194.9K
12	EverSource Wealth Advisors, LLC added	Shares	+2.6K	+$9.1K	$36.9K
13	Fortitude Family Office, LLC added	Shares	+1.3K	+$8.8K	$9.0K
14	Versant Capital Management, Inc added	Shares	+846	+$4.4K	$8.6K
15	Owl Creek Wealth Partners LLC new	Shares	+575	+$3.8K	$3.8K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+322	+$2.0K	$2.5K
17	CoreCap Advisors, LLC added	Shares	+312	+$1.5K	$3.5K
18	True Wealth Design, LLC added	Shares	+170	+$1.1K	$1.3K
19	Atlatl Advisers LLC new	Shares	+47	+$314	$314
20	Cape Investment Advisory, Inc. new	Shares	+16	+$107	$107
21	Handelsbanken Fonder AB added	Shares	+33.2K	+$107	$493
22	Financial Management Professionals, Inc. new	Shares	+10	+$67	$67
23	Decker Retirement Planning Inc. new	Shares	+3	+$20	$20
24	CX Institutional added	Shares	+5.4K	+$14	$88
25	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	$0	$335
26	TSFG, LLC unchanged	Shares	0	-$2	$2
27	Trust Co unchanged	Shares	0	-$6	$13
28	SJS Investment Consulting Inc. unchanged	Shares	0	-$8	$21
29	Bear Mountain Capital, Inc. unchanged	Shares	0	-$9	$18
30	Fortis Group Advisors, LLC unchanged	Shares	0	-$11	$27
31	BFSG, LLC unchanged	Shares	0	-$12	$27
32	Center for Financial Planning, Inc. unchanged	Shares	0	-$12	$27
33	Keystone Financial Group, Inc. unchanged	Shares	0	-$22	$54
34	Financial Perspectives, Inc unchanged	Shares	0	-$26	$60
35	Triumph Capital Management unchanged	Shares	0	-$28	$67
36	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$29	$67
37	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$29	$67
38	Tower View Wealth Management LLC unchanged	Shares	0	-$29	$67
39	Tradewinds Capital Management, LLC unchanged	Shares	0	-$29	$67
40	Wilkerson Advisory Group LLC exited	Shares	-3	-$29	$0
41	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$34	$80
42	ST GERMAIN D J CO INC exited	Shares	-4	-$38	$0
43	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$42	$101
44	Global Wealth Strategies & Associates exited	Shares	-5	-$48	$0
45	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$49	$113
46	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	-$60	$140
47	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$79	$188
48	Hilltop National Bank unchanged	Shares	0	-$85	$201
49	YANKCOM Partnership exited	Shares	-9	-$86	$0
50	Miller Global Investments, LLC unchanged	Shares	0	-$97	$227

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