Filing Research | SLDP - SOLID POWER INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	68.4KSH	$177.1K
2	SBI Securities Co., Ltd.	Shares	37.4KSH	$96.8K
3	Gainplan LLC	Shares	22.6KSH	$58.5K
4	Bright Futures Wealth Management, LLC.	Shares	16.4KSH	$42.5K
5	PFG Investments, LLC	Shares	11.5KSH	$29.8K
6	LexAurum Advisors, LLC	Shares	11.1KSH	$28.6K
7	UHLMANN PRICE SECURITIES, LLC	Shares	10.7KSH	$27.8K
8	SIGNATUREFD, LLC	Shares	10.6KSH	$27.5K
9	GEM Asset Management, LLC	Shares	10.0KSH	$25.9K
10	Indiana Trust & Investment Management Co	Shares	8.3KSH	$21.6K
11	Owl Creek Wealth Partners LLC	Shares	5.9KSH	$15.2K
12	Spire Wealth Management	Shares	4.5KSH	$11.7K
13	Triumph Capital Management	Shares	2.0KSH	$5.2K
14	Center for Financial Planning, Inc.	Shares	2.0KSH	$5.2K
15	VSM Wealth Advisory, LLC	Shares	2.0KSH	$5.2K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$4.4K
17	WOLFF WIESE MAGANA LLC	Shares	1.3KSH	$3.2K
18	LANARK FINANCIAL, INC.	Shares	1.0KSH	$2.6K
19	Signature Resources Capital Management, LLC	Shares	750SH	$1.9K
20	Blue Trust, Inc.	Shares	292SH	$756
21	Fortitude Family Office, LLC	Shares	219SH	$567
22	Kozak & Associates, Inc.	Shares	100SH	$259
23	MassMutual Private Wealth & Trust, FSB	Shares	89SH	$231
24	Farther Finance Advisors, LLC	Shares	61SH	$158
25	EverSource Wealth Advisors, LLC	Shares	55SH	$143
26	CGC Financial Services, LLC	Shares	45SH	$117
27	Cape Investment Advisory, Inc.	Shares	13SH	$34

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

31 / 31 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+29.3K	+$59.8K	$177.1K
2	UHLMANN PRICE SECURITIES, LLC new	Shares	+10.7K	+$27.8K	$27.8K
3	Bright Futures Wealth Management, LLC. added	Shares	+3.4K	+$3.5K	$42.5K
4	Gainplan LLC added	Shares	+3.4K	+$1.0K	$58.5K
5	MassMutual Private Wealth & Trust, FSB added	Shares	+69	+$171	$231
6	Cape Investment Advisory, Inc. new	Shares	+13	+$34	$34
7	CGC Financial Services, LLC unchanged	Shares	0	-$18	$117
8	Kozak & Associates, Inc. unchanged	Shares	0	-$39	$259
9	Fortitude Family Office, LLC unchanged	Shares	0	-$90	$567
10	Blue Trust, Inc. unchanged	Shares	0	-$120	$756
11	True Wealth Design, LLC exited	Shares	-81	-$243	$0
12	Signature Resources Capital Management, LLC unchanged	Shares	0	-$308	$1.9K
13	LANARK FINANCIAL, INC. unchanged	Shares	0	-$410	$2.6K
14	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$512	$3.2K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$600	$4.4K
16	Center for Financial Planning, Inc. unchanged	Shares	0	-$820	$5.2K
17	VSM Wealth Advisory, LLC unchanged	Shares	0	-$820	$5.2K
18	Triumph Capital Management unchanged	Shares	0	-$830	$5.2K
19	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$2.4K	$15.2K
20	EverSource Wealth Advisors, LLC trimmed	Shares	-911	-$2.8K	$143
21	Indiana Trust & Investment Management Co unchanged	Shares	0	-$3.4K	$21.6K
22	GEM Asset Management, LLC unchanged	Shares	0	-$4.1K	$25.9K
23	SIGNATUREFD, LLC unchanged	Shares	0	-$4.3K	$27.5K
24	LexAurum Advisors, LLC unchanged	Shares	0	-$4.5K	$28.6K
25	PFG Investments, LLC unchanged	Shares	0	-$4.7K	$29.8K
26	Farther Finance Advisors, LLC trimmed	Shares	-3.5K	-$10.3K	$158
27	SBI Securities Co., Ltd. added	Shares	+496	-$13.8K	$96.8K
28	Spire Wealth Management trimmed	Shares	-7.4K	-$24.0K	$11.7K
29	Abel Hall, LLC exited	Shares	-12.1K	-$36.2K	$0
30	LGT Financial Advisors LLC exited	Shares	-23.7K	-$71.2K	$0
31	MBL Wealth, LLC exited	Shares	-270.0K	-$810.0K	$0