Filing Research | QS - QUANTUMSCAPE CORP Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	GUARDIAN INVESTMENT MANAGEMENT	Shares	38.6KSH	$3.8M
2	Prospera Financial Services Inc	Shares	291.1KSH	$2.2M
3	Police & Firemen's Retirement System of New Jersey	Shares	220.1KSH	$1.7M
4	180 WEALTH ADVISORS, LLC	Shares	209.0KSH	$1.6M
5	Unique Wealth Strategies, LLC	Shares	112.6KSH	$851.4K
6	SBI Securities Co., Ltd.	Shares	100.4KSH	$759.3K
7	FLAGSHIP HARBOR ADVISORS, LLC	Shares	72.3KSH	$546.7K
8	Mirae Asset Global Investments Co., Ltd.	Shares	41.9KSH	$316.9K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.5KSH	$272.3K
10	Farther Finance Advisors, LLC	Shares	35.6KSH	$269.3K
11	Ballentine Partners, LLC	Shares	32.4KSH	$244.9K
12	D.A. DAVIDSON & CO.	Shares	27.1KSH	$204.7K
13	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	25.0KSH	$189.0K
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	22.3KSH	$168.8K
15	Wedmont Private Capital	Shares	24.9KSH	$164.0K
16	Unique Wealth Strategies, LLC	CALL	20.0KSH	$151.2K
17	PFG Investments, LLC	Shares	18.3KSH	$138.6K
18	Cobblestone Asset Management LLC	Shares	17.6KSH	$132.9K
19	NorthCrest Asset Manangement, LLC	Shares	19.2KSH	$132.6K
20	Bay Rivers Group	Shares	16.0KSH	$120.7K
21	QRG CAPITAL MANAGEMENT, INC.	Shares	14.3KSH	$108.2K
22	Sowell Financial Services LLC	Shares	13.0KSH	$98.1K
23	Opal Wealth Advisors, LLC	Shares	11.9KSH	$89.8K
24	Taylor & Morgan Wealth Management, LLC	Shares	11.6KSH	$87.7K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.8KSH	$81.3K
26	Onyx Bridge Wealth Group LLC	Shares	10.5KSH	$79.1K
27	SWP FINANCIAL LLC	Shares	10.0KSH	$75.6K
28	GAMMA Investing LLC	Shares	5.1KSH	$38.8K
29	VSM Wealth Advisory, LLC	Shares	4.7KSH	$35.6K
30	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	4.6KSH	$34.5K
31	SIGNATUREFD, LLC	Shares	2.9KSH	$22.1K
32	Spire Wealth Management	Shares	2.6KSH	$19.7K
33	Indiana Trust & Investment Management Co	Shares	2.1KSH	$16.3K
34	Union Bancaire Privee, UBP SA	Shares	2.0KSH	$15.2K
35	Global X Japan Co., Ltd.	Shares	2.0KSH	$14.9K
36	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$13.2K
37	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.4KSH	$10.9K
38	HHM Wealth Advisors, LLC	Shares	1.2KSH	$9.2K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.0KSH	$7.6K
40	Kozak & Associates, Inc.	Shares	1.0KSH	$7.6K
41	180 WEALTH ADVISORS, LLC	CALL	1.0KSH	$7.6K
42	EASTERN BANK	Shares	975SH	$7.4K
43	TRUST CO OF TOLEDO NA /OH/	Shares	892SH	$6.7K
44	WOLFF WIESE MAGANA LLC	Shares	850SH	$6.4K
45	HM PAYSON & CO	Shares	672SH	$5.1K
46	Cape Investment Advisory, Inc.	Shares	550SH	$4.2K
47	Blue Trust, Inc.	Shares	485SH	$3.7K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	408SH	$3.1K
49	CoreCap Advisors, LLC	Shares	343SH	$2.6K
50	MassMutual Private Wealth & Trust, FSB	Shares	339SH	$2.6K

Scroll to load more

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

50 / 97 loaded

#		Instrument
1	GUARDIAN INVESTMENT MANAGEMENT trimmed	Shares	-990	+$704.8K	$3.8M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+30.3K	+$452.9K	$1.7M
3	Prospera Financial Services Inc added	Shares	+2.9K	+$362.1K	$2.2M
4	180 WEALTH ADVISORS, LLC added	Shares	+4.6K	+$276.2K	$1.6M
5	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+27.4K	+$259.9K	$546.7K
6	CREDIT INDUSTRIEL ET COMMERCIAL new	PUT	+25.0K	+$189.0K	$189.0K
7	SBI Securities Co., Ltd. added	Shares	+5.5K	+$153.9K	$759.3K
8	Unique Wealth Strategies, LLC added	Shares	+3.2K	+$153.5K	$851.4K
9	Unique Wealth Strategies, LLC new	CALL	+20.0K	+$151.2K	$151.2K
10	NorthCrest Asset Manangement, LLC new	Shares	+19.2K	+$132.6K	$132.6K
11	Taylor & Morgan Wealth Management, LLC new	Shares	+11.6K	+$87.7K	$87.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.3K	+$73.7K	$272.3K
13	Farther Finance Advisors, LLC added	Shares	+4.1K	+$73.4K	$269.3K
14	Cobblestone Asset Management LLC added	Shares	+7.0K	+$65.4K	$132.9K
15	D.A. DAVIDSON & CO. added	Shares	+4.8K	+$62.4K	$204.7K
16	Ballentine Partners, LLC added	Shares	+1.4K	+$47.3K	$244.9K
17	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+4.6K	+$34.5K	$34.5K
18	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.7K	+$34.4K	$108.2K
19	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.6K	+$32.8K	$316.9K
20	Bay Rivers Group added	Shares	+1.9K	+$31.0K	$120.7K
21	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+400	+$28.9K	$168.8K
22	Sowell Financial Services LLC added	Shares	+940	+$21.3K	$98.1K
23	Wedmont Private Capital added	Shares	+2.0K	+$19.8K	$164.0K
24	Opal Wealth Advisors, LLC unchanged	Shares	0	+$14.0K	$89.8K
25	Onyx Bridge Wealth Group LLC added	Shares	+216	+$13.7K	$79.1K
26	SWP FINANCIAL LLC unchanged	Shares	0	+$11.8K	$75.6K
27	SIGNATUREFD, LLC added	Shares	+1.1K	+$10.6K	$22.1K
28	180 WEALTH ADVISORS, LLC new	CALL	+1.0K	+$7.6K	$7.6K
29	GAMMA Investing LLC trimmed	Shares	-25	+$5.9K	$38.8K
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-1.1K	+$5.7K	$81.3K
31	Global X Japan Co., Ltd. added	Shares	+533	+$5.7K	$14.9K
32	VSM Wealth Advisory, LLC unchanged	Shares	0	+$5.5K	$35.6K
33	Cape Investment Advisory, Inc. new	Shares	+550	+$4.2K	$4.2K
34	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$3.3K	$15.2K
35	Indiana Trust & Investment Management Co unchanged	Shares	0	+$2.5K	$16.3K
36	Wealth Enhancement Trust Services, Inc. added	Shares	+320	+$2.4K	$2.5K
37	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$1.7K	$10.9K
38	Handelsbanken Fonder AB added	Shares	+183.0K	+$1.5K	$2.3K
39	Atlatl Advisers LLC new	Shares	+200	+$1.5K	$1.5K
40	LAM GROUP, INC. new	Shares	+200	+$1.5K	$1.5K
41	HHM Wealth Advisors, LLC unchanged	Shares	0	+$1.4K	$9.2K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.4K	$7.6K
43	Kozak & Associates, Inc. unchanged	Shares	0	+$1.2K	$7.6K
44	EASTERN BANK unchanged	Shares	0	+$1.1K	$7.4K
45	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$1.1K	$6.7K
46	IFP Advisors, Inc added	Shares	+108	+$1.0K	$2.2K
47	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$1.0K	$6.4K
48	HM PAYSON & CO unchanged	Shares	0	+$793	$5.1K
49	Cromwell Holdings LLC new	Shares	+69	+$522	$522
50	FINANCIAL CONSULATE, INC new	Shares	+60	+$454	$454

Scroll to load more