Filing Research | MVIS - MICROVISION INC DEL Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	BSW Wealth Partners	Shares	400.0KSH	$130.8K
2	Y-Intercept (Hong Kong) Ltd	Shares	192.4KSH	$62.9K
3	Synergy Asset Management, LLC	Shares	72.9KSH	$23.8K
4	S. R. Schill & Associates	Shares	65.7KSH	$21.5K
5	Valeo Financial Advisors, LLC	Shares	60.3KSH	$19.7K
6	Winthrop Advisory Group LLC	Shares	58.1KSH	$19.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.3KSH	$17.4K
8	MKD WEALTH COACHES, LLC	Shares	42.1KSH	$13.8K
9	FSM Wealth Advisors, LLC	Shares	30.6KSH	$10.0K
10	Paradigm, Strategies in Wealth Management, LLC	Shares	26.0KSH	$8.5K
11	DELTEC ASSET MANAGEMENT LLC	Shares	19.0KSH	$6.2K
12	FLAGSHIP HARBOR ADVISORS, LLC	Shares	17.0KSH	$5.6K
13	Fiscal Wisdom Wealth Management, LLC	Shares	15.9KSH	$5.2K
14	SBI Securities Co., Ltd.	Shares	14.8KSH	$4.8K
15	Allegheny Financial Group	Shares	12.5KSH	$4.1K
16	Wealthcare Advisory Partners LLC	Shares	12.0KSH	$3.9K
17	Canvas Wealth Advisors, LLC	Shares	10.3KSH	$3.4K
18	FULCRUM WEALTH ADVISORS, LLC	Shares	10.0KSH	$3.3K
19	Paul R. Ried Financial Group, LLC	Shares	10.0KSH	$3.3K
20	Farther Finance Advisors, LLC	Shares	5.7KSH	$1.9K
21	EverSource Wealth Advisors, LLC	Shares	3.1KSH	$1.0K
22	SIGNATUREFD, LLC	Shares	1.9KSH	$612
23	Cape Investment Advisory, Inc.	Shares	345SH	$113
24	Tradewinds Capital Management, LLC	Shares	313SH	$103
25	IFP Advisors, Inc	Shares	136SH	$44
26	Bogart Wealth, LLC	Shares	100SH	$33
27	Smallwood Wealth Investment Management, LLC	Shares	25SH	$8

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

31 / 31 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+192.4K	+$62.9K	$62.9K
2	MKD WEALTH COACHES, LLC new	Shares	+42.1K	+$13.8K	$13.8K
3	DELTEC ASSET MANAGEMENT LLC new	Shares	+19.0K	+$6.2K	$6.2K
4	Canvas Wealth Advisors, LLC new	Shares	+10.3K	+$3.4K	$3.4K
5	FULCRUM WEALTH ADVISORS, LLC new	Shares	+10.0K	+$3.3K	$3.3K
6	Paul R. Ried Financial Group, LLC new	Shares	+10.0K	+$3.3K	$3.3K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.7K	+$3.0K	$17.4K
8	Cape Investment Advisory, Inc. new	Shares	+345	+$113	$113
9	IFP Advisors, Inc added	Shares	+118	+$32	$44
10	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$8	$8
11	Bogart Wealth, LLC unchanged	Shares	0	-$31	$33
12	Tradewinds Capital Management, LLC unchanged	Shares	0	-$98	$103
13	EverSource Wealth Advisors, LLC added	Shares	+900	-$386	$1.0K
14	SIGNATUREFD, LLC unchanged	Shares	0	-$588	$612
15	Synergy Asset Management, LLC added	Shares	+34.4K	-$833	$23.8K
16	Farther Finance Advisors, LLC trimmed	Shares	-148	-$2.0K	$1.9K
17	SBI Securities Co., Ltd. added	Shares	+3.2K	-$2.6K	$4.8K
18	SOA Wealth Advisors, LLC. exited	Shares	-5.8K	-$3.7K	$0
19	Wealthcare Advisory Partners LLC unchanged	Shares	0	-$3.8K	$3.9K
20	Allegheny Financial Group unchanged	Shares	0	-$3.9K	$4.1K
21	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	-$5.3K	$5.6K
22	Winthrop Advisory Group LLC added	Shares	+17.0K	-$7.4K	$19.0K
23	Paradigm, Strategies in Wealth Management, LLC unchanged	Shares	0	-$8.2K	$8.5K
24	FSM Wealth Advisors, LLC unchanged	Shares	0	-$9.6K	$10.0K
25	Abel Hall, LLC exited	Shares	-19.8K	-$12.7K	$0
26	Fiscal Wisdom Wealth Management, LLC trimmed	Shares	-21.6K	-$18.9K	$5.2K
27	Valeo Financial Advisors, LLC trimmed	Shares	-950	-$19.6K	$19.7K
28	S. R. Schill & Associates unchanged	Shares	0	-$20.6K	$21.5K
29	Police & Firemen's Retirement System of New Jersey exited	Shares	-64.9K	-$41.6K	$0
30	KIECKHEFER GROUP LLC exited	Shares	-101.0K	-$64.8K	$0
31	BSW Wealth Partners unchanged	Shares	0	-$125.7K	$130.8K