Filing Research | PL - PLANET LABS PBC Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	2.7MSH	$88.9M
2	Tema ETFs LLC	Shares	1.6MSH	$52.7M
3	LBP AM SA	Shares	1.1MSH	$37.3M
4	Once Capital Management, LLC	Shares	398.0KSH	$13.2M
5	Counterpoint Mutual Funds LLC	Shares	266.0KSH	$8.8M
6	Arena Capital Advisors, LLC- CA	Shares	154.4KSH	$5.1M
7	180 WEALTH ADVISORS, LLC	Shares	140.2KSH	$4.6M
8	NWAM LLC	Shares	130.9KSH	$4.3M
9	Police & Firemen's Retirement System of New Jersey	Shares	125.9KSH	$4.2M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	115.1KSH	$3.8M
11	Penbrook Management LLC	Shares	81.8KSH	$2.7M
12	Y-Intercept (Hong Kong) Ltd	Shares	62.6KSH	$2.1M
13	DAVENPORT & Co LLC	Shares	51.9KSH	$1.7M
14	SBI Securities Co., Ltd.	Shares	50.7KSH	$1.7M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.5KSH	$1.1M
16	LAFFER TENGLER INVESTMENTS, INC.	Shares	28.3KSH	$937.9K
17	QP WEALTH MANAGEMENT, LLC	Shares	28.1KSH	$930.9K
18	Valeo Financial Advisors, LLC	Shares	19.0KSH	$630.0K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	18.4KSH	$610.8K
20	Crown Wealth Group, LLC	Shares	17.4KSH	$575.1K
21	Connective Portfolio Management, LLC	Shares	15.0KSH	$496.9K
22	Acropolis Investment Management, LLC	Shares	14.8KSH	$491.0K
23	SteelPeak Wealth, LLC	Shares	14.3KSH	$472.1K
24	Abel Hall, LLC	Shares	13.4KSH	$444.0K
25	Bangor Savings Bank	Shares	12.6KSH	$416.4K
26	Mirador Capital Partners LP	Shares	12.2KSH	$402.8K
27	Parisi Gray Wealth Management	Shares	12.1KSH	$401.9K
28	SLT Holdings LLC	Shares	12.0KSH	$397.5K
29	Triasima Portfolio Management inc.	Shares	11.0KSH	$364.3K
30	Mayflower Financial Advisors, LLC	Shares	10.6KSH	$351.5K
31	Fingerlakes Wealth Management, Inc.	Shares	10.0KSH	$331.3K
32	Revisor Wealth Management LLC	Shares	9.9KSH	$327.8K
33	LANARK FINANCIAL, INC.	Shares	9.7KSH	$322.8K
34	Brookstone Capital Management	Shares	9.2KSH	$303.8K
35	Farther Finance Advisors, LLC	Shares	8.6KSH	$285.1K
36	Corecam Pte. Ltd.	Shares	8.1KSH	$266.9K
37	Mason & Associates Inc	Shares	7.7KSH	$255.8K
38	TCFG Investment Advisors, LLC	Shares	7.5KSH	$249.5K
39	Abacus Wealth Partners, LLC	Shares	7.4KSH	$245.0K
40	Kings Path Partners LLC	Shares	7.2KSH	$239.7K
41	Mountain Capital Investment Advisors Inc.	Shares	6.9KSH	$229.0K
42	Avior Wealth Management, LLC	Shares	6.9KSH	$227.0K
43	Focus Financial Network, Inc.	Shares	6.6KSH	$218.8K
44	Wealth Management Associates, Inc.	Shares	6.4KSH	$211.2K
45	FIRST COMMUNITY TRUST NA	Shares	6.0KSH	$199.4K
46	GoalVest Advisory LLC	Shares	6.0KSH	$198.4K
47	SIGNATUREFD, LLC	CALL	9.0KSH	$155.7K
48	Spire Wealth Management	Shares	4.2KSH	$139.3K
49	EverSource Wealth Advisors, LLC	Shares	4.0KSH	$131.0K
50	GAMMA Investing LLC	Shares	2.9KSH	$94.9K

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

50 / 92 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.6M	+$86.1M	$88.9M
2	Tema ETFs LLC added	Shares	+1.6M	+$52.6M	$52.7M
3	LBP AM SA added	Shares	+419.4K	+$17.6M	$37.3M
4	Once Capital Management, LLC added	Shares	+293.0K	+$10.3M	$13.2M
5	Counterpoint Mutual Funds LLC new	Shares	+266.0K	+$8.8M	$8.8M
6	NWAM LLC new	Shares	+130.9K	+$4.3M	$4.3M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+67.9K	+$2.5M	$3.8M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+51.5K	+$2.1M	$4.2M
9	QP WEALTH MANAGEMENT, LLC new	Shares	+28.1K	+$930.9K	$930.9K
10	Arena Capital Advisors, LLC- CA unchanged	Shares	0	+$800.0K	$5.1M
11	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+18.4K	+$610.8K	$610.8K
12	180 WEALTH ADVISORS, LLC trimmed	Shares	-6.8K	+$536.8K	$4.6M
13	SBI Securities Co., Ltd. added	Shares	+9.7K	+$534.2K	$1.7M
14	SteelPeak Wealth, LLC new	Shares	+14.3K	+$472.1K	$472.1K
15	Mason & Associates Inc new	Shares	+7.7K	+$255.8K	$255.8K
16	TCFG Investment Advisors, LLC new	Shares	+7.5K	+$249.5K	$249.5K
17	Mountain Capital Investment Advisors Inc. new	Shares	+6.9K	+$229.0K	$229.0K
18	Avior Wealth Management, LLC new	Shares	+6.9K	+$227.0K	$227.0K
19	Focus Financial Network, Inc. new	Shares	+6.6K	+$218.8K	$218.8K
20	Wealth Management Associates, Inc. new	Shares	+6.4K	+$211.2K	$211.2K
21	Mirador Capital Partners LP added	Shares	+4.3K	+$184.2K	$402.8K
22	DAVENPORT & Co LLC trimmed	Shares	-3.5K	+$172.0K	$1.7M
23	LAFFER TENGLER INVESTMENTS, INC. added	Shares	+854	+$170.5K	$937.9K
24	SIGNATUREFD, LLC added	CALL	+6.9K	+$148.9K	$155.7K
25	Valeo Financial Advisors, LLC added	Shares	+1.0K	+$127.5K	$630.0K
26	Parisi Gray Wealth Management added	Shares	+2.0K	+$119.5K	$401.9K
27	SLT Holdings LLC added	Shares	+1.4K	+$102.6K	$397.5K
28	FIRST COMMUNITY TRUST NA added	Shares	+1.9K	+$84.4K	$199.4K
29	Revisor Wealth Management LLC added	Shares	+1.2K	+$84.3K	$327.8K
30	Triasima Portfolio Management inc. added	Shares	+250	+$63.9K	$364.3K
31	Bangor Savings Bank trimmed	Shares	-275	+$57.4K	$416.4K
32	Crown Wealth Group, LLC trimmed	Shares	-1.4K	+$52.2K	$575.1K
33	Fingerlakes Wealth Management, Inc. unchanged	Shares	0	+$51.8K	$331.3K
34	EverSource Wealth Advisors, LLC added	Shares	+988	+$48.1K	$131.0K
35	Mayflower Financial Advisors, LLC trimmed	Shares	-490	+$41.3K	$351.5K
36	GoalVest Advisory LLC unchanged	Shares	0	+$31.0K	$198.4K
37	GAMMA Investing LLC added	Shares	+324	+$23.9K	$94.9K
38	Spire Wealth Management added	Shares	+5	+$21.9K	$139.3K
39	Abel Hall, LLC trimmed	Shares	-1.7K	+$21.5K	$444.0K
40	SIGNATUREFD, LLC added	Shares	+143	+$11.9K	$50.3K
41	RiverPark Advisors, LLC trimmed	Shares	-23	+$9.4K	$64.4K
42	Nova Wealth Management, Inc. new	Shares	+213	+$7.1K	$7.1K
43	Kings Path Partners LLC trimmed	Shares	-4.6K	+$6.1K	$239.7K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+143	+$4.5K	$5.2K
45	Financial Perspectives, Inc added	Shares	+110	+$4.5K	$9.1K
46	TOTH FINANCIAL ADVISORY CORP added	Shares	+100	+$3.5K	$4.8K
47	MassMutual Private Wealth & Trust, FSB added	Shares	+84	+$2.8K	$3.1K
48	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$2.2K	$14.1K
49	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.3K	$8.3K
50	HHM Wealth Advisors, LLC unchanged	Shares	0	+$1.1K	$7.1K

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