Filing Research | SG - SWEETGREEN INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Fortis Group Advisors, LLC	Shares	110.9KSH	$977.0K
2	Wealthcare Advisory Partners LLC	Shares	41.7KSH	$367.3K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	38.7KSH	$323.2K
4	Police & Firemen's Retirement System of New Jersey	Shares	33.7KSH	$296.7K
5	Warren Street Wealth Advisors, LLC	CALL	27.0KSH	$237.9K
6	EASTERN BANK	Shares	25.2KSH	$222.2K
7	Farther Finance Advisors, LLC	Shares	17.9KSH	$157.5K
8	Optas, LLC	Shares	15.6KSH	$137.5K
9	PFG Investments, LLC	Shares	12.7KSH	$111.9K
10	Forum Financial Management, LP	Shares	11.0KSH	$96.9K
11	Versant Capital Management, Inc	Shares	10.5KSH	$92.7K
12	Onyx Bridge Wealth Group LLC	Shares	10.3KSH	$90.7K
13	Sequoia Financial Advisors, LLC	Shares	10.2KSH	$89.9K
14	Prospera Financial Services Inc	Shares	10.0KSH	$88.1K
15	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	9.0KSH	$79.3K
16	Bogart Wealth, LLC	Shares	4.0KSH	$35.2K
17	Ares Financial Consulting, LLC	Shares	3.0KSH	$26.4K
18	EverSource Wealth Advisors, LLC	Shares	2.8KSH	$24.4K
19	Spire Wealth Management	Shares	1.8KSH	$16.1K
20	SIGNATUREFD, LLC	Shares	934SH	$8.2K
21	Owl Creek Wealth Partners LLC	Shares	610SH	$5.4K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	500SH	$4.4K
23	SBI Securities Co., Ltd.	Shares	496SH	$4.4K
24	Bravera Wealth	Shares	406SH	$3.6K
25	IFP Advisors, Inc	Shares	257SH	$2.3K
26	Blue Trust, Inc.	Shares	234SH	$2.1K
27	Physician Wealth Advisors, Inc.	Shares	213SH	$1.9K
28	True Wealth Design, LLC	Shares	174SH	$1.5K
29	Triumph Capital Management	Shares	125SH	$1.1K
30	LRI Investments, LLC	Shares	105SH	$925
31	GAMMA Investing LLC	Shares	95SH	$837
32	Fortitude Family Office, LLC	Shares	94SH	$828
33	Signature Resources Capital Management, LLC	Shares	40SH	$352

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

36 / 36 loaded

#		Instrument
1	Fortis Group Advisors, LLC new	Shares	+110.9K	+$977.0K	$977.0K
2	Warren Street Wealth Advisors, LLC new	CALL	+27.0K	+$237.9K	$237.9K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.9K	+$205.9K	$323.2K
4	Wealthcare Advisory Partners LLC added	Shares	+714	+$154.6K	$367.3K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+5.0K	+$148.0K	$296.7K
6	EASTERN BANK added	Shares	+5.7K	+$120.9K	$222.2K
7	PFG Investments, LLC new	Shares	+12.7K	+$111.9K	$111.9K
8	Sequoia Financial Advisors, LLC new	Shares	+10.2K	+$89.9K	$89.9K
9	Versant Capital Management, Inc added	Shares	+7.4K	+$76.7K	$92.7K
10	Farther Finance Advisors, LLC added	Shares	+13	+$60.8K	$157.5K
11	Optas, LLC unchanged	Shares	0	+$56.5K	$137.5K
12	Forum Financial Management, LP unchanged	Shares	0	+$39.8K	$96.9K
13	Prospera Financial Services Inc unchanged	Shares	0	+$36.2K	$88.1K
14	Onyx Bridge Wealth Group LLC trimmed	Shares	-500	+$34.7K	$90.7K
15	Generali Investments Towarzystwo Funduszy Inwestycyjnych trimmed	Shares	-1.8K	+$23.2K	$79.3K
16	EverSource Wealth Advisors, LLC added	Shares	+256	+$11.3K	$24.4K
17	Ares Financial Consulting, LLC unchanged	Shares	0	+$10.2K	$26.4K
18	Bogart Wealth, LLC trimmed	Shares	-1.0K	+$9.3K	$35.2K
19	Spire Wealth Management unchanged	Shares	0	+$6.6K	$16.1K
20	SIGNATUREFD, LLC added	Shares	+84	+$3.8K	$8.2K
21	SBI Securities Co., Ltd. added	Shares	+367	+$3.7K	$4.4K
22	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$2.2K	$5.4K
23	Bravera Wealth unchanged	Shares	0	+$1.5K	$3.6K
24	True Wealth Design, LLC added	Shares	+129	+$1.3K	$1.5K
25	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.0K	$4.4K
26	Blue Trust, Inc. unchanged	Shares	0	+$848	$2.1K
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$771	$1.9K
28	IFP Advisors, Inc trimmed	Shares	-60	+$619	$2.3K
29	LRI Investments, LLC unchanged	Shares	0	+$380	$925
30	GAMMA Investing LLC unchanged	Shares	0	+$344	$837
31	Fortitude Family Office, LLC unchanged	Shares	0	+$340	$828
32	Signature Resources Capital Management, LLC unchanged	Shares	0	+$144	$352
33	Triumph Capital Management trimmed	Shares	-140	-$274	$1.1K
34	GHP Investment Advisors, Inc. exited	Shares	-137	-$712	$0
35	Centurion Wealth Management LLC exited	Shares	-11.3K	-$58.6K	$0
36	Curated Wealth Partners LLC exited	Shares	-54.1K	-$280.8K	$0