Filing Research | PACB - PACIFIC BIOSCIENCES CALIF IN Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Mirador Capital Partners LP	Shares	342.5KSH	$575.4K
2	AdvisorNet Financial, Inc	Shares	152.1KSH	$255.6K
3	Koa Wealth Management, LLC	Shares	120.0KSH	$201.6K
4	BENJAMIN EDWARDS INC	Shares	107.7KSH	$180.9K
5	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	103.3KSH	$173.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	80.0KSH	$134.3K
7	Abacus Planning Group, Inc.	Shares	51.2KSH	$86.1K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.0KSH	$85.8K
9	China Universal Asset Management Co., Ltd.	Shares	49.4KSH	$83.0K
10	Wealth Architects, LLC	Shares	48.7KSH	$81.9K
11	Sequoia Financial Advisors, LLC	Shares	31.4KSH	$52.7K
12	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	19.0KSH	$31.9K
13	IFP Advisors, Inc	Shares	18.6KSH	$31.3K
14	Abel Hall, LLC	Shares	15.0KSH	$25.1K
15	Ballentine Partners, LLC	Shares	14.4KSH	$24.2K
16	Mirae Asset Global Investments Co., Ltd.	Shares	13.9KSH	$23.3K
17	Merit Financial Group, LLC	Shares	11.0KSH	$18.5K
18	EverSource Wealth Advisors, LLC	Shares	3.2KSH	$5.3K
19	SBI Securities Co., Ltd.	Shares	3.2KSH	$5.3K
20	GAMMA Investing LLC	Shares	2.6KSH	$4.3K
21	SIGNATUREFD, LLC	Shares	1.9KSH	$3.2K
22	Dynamic Wealth Strategies, LLC	Shares	1.7KSH	$2.8K
23	SJS Investment Consulting Inc.	Shares	1.1KSH	$1.9K
24	Fortitude Family Office, LLC	Shares	1.1KSH	$1.9K
25	Physician Wealth Advisors, Inc.	Shares	917SH	$1.5K
26	LOUISBOURG INVESTMENTS INC.	Shares	900SH	$1.5K
27	True Wealth Design, LLC	Shares	365SH	$614
28	Farther Finance Advisors, LLC	Shares	274SH	$461
29	VSM Wealth Advisory, LLC	Shares	241SH	$405
30	LRI Investments, LLC	Shares	170SH	$286
31	FNY Investment Advisers, LLC	Shares	10.0KSH	$16

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

34 / 34 loaded

#		Instrument
1	AdvisorNet Financial, Inc added	Shares	+10.1K	+$68.0K	$255.6K
2	Sequoia Financial Advisors, LLC new	Shares	+31.4K	+$52.7K	$52.7K
3	KAVAR CAPITAL PARTNERS GROUP, LLC added	Shares	+10.0K	+$50.4K	$173.6K
4	Koa Wealth Management, LLC unchanged	Shares	0	+$43.2K	$201.6K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$28.8K	$134.3K
6	BENJAMIN EDWARDS INC trimmed	Shares	-7.8K	+$28.4K	$180.9K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.3K	+$27.3K	$85.8K
8	Abacus Planning Group, Inc. unchanged	Shares	0	+$18.4K	$86.1K
9	Wealth Architects, LLC unchanged	Shares	0	+$17.5K	$81.9K
10	China Universal Asset Management Co., Ltd. trimmed	Shares	-4.2K	+$12.3K	$83.0K
11	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-3.0K	+$2.9K	$31.9K
12	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.9K	+$2.5K	$23.3K
13	Ballentine Partners, LLC trimmed	Shares	-2.3K	+$2.2K	$24.2K
14	Fortitude Family Office, LLC new	Shares	+1.1K	+$1.9K	$1.9K
15	SJS Investment Consulting Inc. added	Shares	+1.1K	+$1.9K	$1.9K
16	EverSource Wealth Advisors, LLC added	Shares	+398	+$1.7K	$5.3K
17	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$604	$2.8K
18	GAMMA Investing LLC trimmed	Shares	-393	+$407	$4.3K
19	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$330	$1.5K
20	True Wealth Design, LLC added	Shares	+95	+$257	$614
21	VSM Wealth Advisory, LLC unchanged	Shares	0	+$87	$405
22	LRI Investments, LLC unchanged	Shares	0	+$62	$286
23	FNY Investment Advisers, LLC unchanged	Shares	0	+$3	$16
24	LOUISBOURG INVESTMENTS INC. trimmed	Shares	-1.0K	-$996	$1.5K
25	Farther Finance Advisors, LLC trimmed	Shares	-1.3K	-$1.6K	$461
26	Merit Financial Group, LLC trimmed	Shares	-4.6K	-$2.1K	$18.5K
27	Abel Hall, LLC trimmed	Shares	-7.7K	-$4.8K	$25.1K
28	SIGNATUREFD, LLC trimmed	Shares	-5.1K	-$6.0K	$3.2K
29	IFP Advisors, Inc trimmed	Shares	-16.1K	-$14.5K	$31.3K
30	SBI Securities Co., Ltd. trimmed	Shares	-17.8K	-$22.4K	$5.3K
31	Abacus Wealth Partners, LLC exited	Shares	-18.4K	-$24.3K	$0
32	Interchange Capital Partners, LLC exited	Shares	-21.4K	-$25.3K	$0
33	SteelPeak Wealth, LLC exited	Shares	-47.9K	-$63.2K	$0
34	Mirador Capital Partners LP trimmed	Shares	-262.4K	-$223.1K	$575.4K