Filing Research | OPEN - Opendoor Technologies Inc Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	3.7MSH	$17.3M
2	SIGNATUREFD, LLC	Shares	516.2KSH	$2.4M
3	NWAM LLC	Shares	440.7KSH	$2.0M
4	Police & Firemen's Retirement System of New Jersey	Shares	277.9KSH	$1.3M
5	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	179.6KSH	$829.5K
6	Activest Wealth Management	Shares	175.3KSH	$809.7K
7	Bay Rivers Group	Shares	145.6KSH	$672.9K
8	Counterpoint Mutual Funds LLC	Shares	112.7KSH	$520.7K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	109.5KSH	$456.8K
10	SBI Securities Co., Ltd.	Shares	58.9KSH	$271.9K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	56.6KSH	$261.3K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	46.6KSH	$230.5K
13	Dynamic Advisor Solutions LLC	Shares	45.1KSH	$208.6K
14	XML Financial, LLC	Shares	45.0KSH	$207.9K
15	Valeo Financial Advisors, LLC	Shares	41.5KSH	$191.7K
16	Emerald Advisors, LLC	Shares	35.0KSH	$161.7K
17	Farther Finance Advisors, LLC	Shares	34.1KSH	$157.4K
18	SLT Holdings LLC	Shares	29.1KSH	$134.4K
19	Carnegie Lake Advisors LLC	Shares	19.9KSH	$92.1K
20	Apollon Wealth Management, LLC	Shares	18.6KSH	$85.7K
21	Beaird Harris Wealth Management, LLC	Shares	18.5KSH	$85.5K
22	Abel Hall, LLC	Shares	16.8KSH	$77.7K
23	Castleview Partners, LLC	Shares	16.5KSH	$76.2K
24	CAPITAL ADVISORS INC/OK	Shares	15.6KSH	$72.2K
25	Bogart Wealth, LLC	Shares	15.3KSH	$70.5K
26	Abundance Wealth Counselors	Shares	15.0KSH	$69.3K
27	Rathbones Group PLC	Shares	14.1KSH	$64.9K
28	NorthCrest Asset Manangement, LLC	Shares	12.2KSH	$64.9K
29	BENJAMIN EDWARDS INC	Shares	13.7KSH	$63.2K
30	MISSION WEALTH MANAGEMENT, LP	Shares	13.7KSH	$63.1K
31	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.8KSH	$49.8K
32	Lakeridge Wealth Management LLC	Shares	10.3KSH	$47.7K
33	Balance Wealth Partners LLC	Shares	10.0KSH	$46.3K
34	CORA CAPITAL ADVISORS LLC	Shares	10.0KSH	$46.2K
35	Triumph Capital Management	Shares	7.9KSH	$36.4K
36	IFP Advisors, Inc	Shares	2.2KSH	$10.2K
37	FINANCIAL CONSULATE, INC	Shares	2.1KSH	$9.8K
38	Center for Financial Planning, Inc.	Shares	2.0KSH	$9.2K
39	KERR FINANCIAL PLANNING Corp	Shares	1.8KSH	$8.1K
40	Wilkerson Advisory Group LLC	Shares	1.6KSH	$7.2K
41	True Wealth Design, LLC	Shares	1.1KSH	$5.0K
42	Valued Wealth Advisors LLC	Shares	1.0KSH	$4.8K
43	Spire Wealth Management	Shares	1.0KSH	$4.6K
44	WOLFF WIESE MAGANA LLC	Shares	1.0KSH	$4.6K
45	DB Fitzpatrick & Co, Inc	Shares	915SH	$4.2K
46	GAMMA Investing LLC	Shares	498SH	$2.3K
47	SALEM INVESTMENT COUNSELORS INC	Shares	335SH	$1.5K
48	Golden State Wealth Management, LLC	Shares	327SH	$1.5K
49	Handelsbanken Fonder AB	Shares	318.6KSH	$1.5K
50	Wealth Enhancement Trust Services, Inc.	Shares	300SH	$1.4K

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

50 / 86 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+277.9K	+$1.3M	$1.3M
2	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+179.6K	+$829.5K	$829.5K
3	Bay Rivers Group added	Shares	+103.4K	+$475.0K	$672.9K
4	Activest Wealth Management added	Shares	+71.8K	+$325.5K	$809.7K
5	Castleview Partners, LLC new	Shares	+16.5K	+$76.2K	$76.2K
6	Abundance Wealth Counselors new	Shares	+15.0K	+$69.3K	$69.3K
7	Farther Finance Advisors, LLC added	Shares	+14.2K	+$66.8K	$157.4K
8	NorthCrest Asset Manangement, LLC new	Shares	+12.2K	+$64.9K	$64.9K
9	BENJAMIN EDWARDS INC new	Shares	+13.7K	+$63.2K	$63.2K
10	MISSION WEALTH MANAGEMENT, LP new	Shares	+13.7K	+$63.1K	$63.1K
11	Bogart Wealth, LLC added	Shares	+11.8K	+$54.1K	$70.5K
12	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+10.8K	+$49.8K	$49.8K
13	Balance Wealth Partners LLC new	Shares	+10.0K	+$46.3K	$46.3K
14	CORA CAPITAL ADVISORS LLC new	Shares	+10.0K	+$46.2K	$46.2K
15	Triumph Capital Management new	Shares	+7.9K	+$36.4K	$36.4K
16	Abel Hall, LLC added	Shares	+6.0K	+$27.2K	$77.7K
17	Carnegie Lake Advisors LLC added	Shares	+5.8K	+$26.2K	$92.1K
18	Beaird Harris Wealth Management, LLC added	Shares	+5.0K	+$22.3K	$85.5K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.5K	+$20.9K	$456.8K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-300	+$15.9K	$230.5K
21	Apollon Wealth Management, LLC added	Shares	+2.6K	+$10.9K	$85.7K
22	KERR FINANCIAL PLANNING Corp added	Shares	+750	+$2.5K	$8.1K
23	GAMMA Investing LLC added	Shares	+413	+$1.9K	$2.3K
24	SALEM INVESTMENT COUNSELORS INC new	Shares	+335	+$1.5K	$1.5K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+300	+$1.4K	$1.4K
26	Fortitude Family Office, LLC new	Shares	+262	+$1.2K	$1.2K
27	JFS WEALTH ADVISORS, LLC added	Shares	+240	+$1.1K	$1.1K
28	SJS Investment Consulting Inc. new	Shares	+140	+$647	$647
29	DiNuzzo Private Wealth, Inc. new	Shares	+123	+$569	$569
30	Creative Capital Management Investments LLC new	Shares	+99	+$457	$457
31	Handelsbanken Fonder AB added	Shares	+101.0K	+$454	$1.5K
32	AMALGAMATED BANK new	Shares	+25.6K	+$118	$118
33	LRI Investments, LLC new	Shares	+20	+$92	$92
34	DB Fitzpatrick & Co, Inc added	Shares	+25	+$62	$4.2K
35	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$0
36	Tradewinds Capital Management, LLC unchanged	Shares	0	$0	$24
37	Aventura Private Wealth, LLC unchanged	Shares	0	-$1	$18
38	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$1	$97
39	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$1	$13
40	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$2	$139
41	Morton Brown Family Wealth, LLC unchanged	Shares	0	-$6	$462
42	Blue Trust, Inc. unchanged	Shares	0	-$10	$767
43	LANARK FINANCIAL, INC. unchanged	Shares	0	-$11	$808
44	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$15	$1.2K
45	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$15	$1.2K
46	Golden State Wealth Management, LLC unchanged	Shares	0	-$19	$1.5K
47	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$60	$4.6K
48	True Wealth Design, LLC unchanged	Shares	0	-$65	$5.0K
49	Wilkerson Advisory Group LLC unchanged	Shares	0	-$93	$7.2K
50	Center for Financial Planning, Inc. unchanged	Shares	0	-$120	$9.2K

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