Filing Research | SPCE - VIRGIN GALACTIC HOLDINGS INC Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Context Capital Management, LLC	Shares	6.6MSH	$19.0M
2	Focus Financial Network, Inc.	Shares	2.4MSH	$6.9M
3	ABC ARBITRAGE SA	Shares	188.5KSH	$544.8K
4	SBI Securities Co., Ltd.	Shares	49.6KSH	$143.3K
5	Police & Firemen's Retirement System of New Jersey	Shares	28.5KSH	$82.4K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.4KSH	$78.0K
7	Themes Management Co LLC	Shares	11.8KSH	$34.1K
8	Ballentine Partners, LLC	Shares	10.8KSH	$31.3K
9	VISTA INVESTMENT PARTNERS LLC	Shares	10.7KSH	$30.8K
10	Sequoia Financial Advisors, LLC	Shares	10.5KSH	$30.4K
11	B. Riley Wealth Advisors, Inc.	Shares	10.2KSH	$30.0K
12	Central Pacific Bank - Trust Division	Shares	6.9KSH	$20.0K
13	Cape Investment Advisory, Inc.	Shares	1.7KSH	$4.8K
14	Activest Wealth Management	Shares	1.6KSH	$4.6K
15	EASTERN BANK	Shares	1.0KSH	$2.9K
16	MassMutual Private Wealth & Trust, FSB	Shares	825SH	$2.4K
17	Union Bancaire Privee, UBP SA	Shares	616SH	$1.8K
18	Wealth Enhancement Trust Services, Inc.	Shares	478SH	$1.4K
19	IFP Advisors, Inc	Shares	345SH	$997
20	EverSource Wealth Advisors, LLC	Shares	259SH	$749
21	Farther Finance Advisors, LLC	Shares	235SH	$679
22	SIGNATUREFD, LLC	Shares	183SH	$529
23	EVOLUTION WEALTH MANAGEMENT INC.	Shares	94SH	$272
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27SH	$75
25	Nvest Wealth Strategies, Inc.	Shares	25SH	$73
26	VISION FINANCIAL MARKETS LLC	Shares	25SH	$70
27	Grove Bank & Trust	Shares	17SH	$49
28	HIGHLINE WEALTH PARTNERS LLC	Shares	15SH	$43
29	Cordant, Inc.	Shares	10SH	$29
30	Financial Life Planners	Shares	10SH	$29
31	Golden State Wealth Management, LLC	Shares	8SH	$23
32	DHJJ Financial Advisors, Ltd.	Shares	7SH	$21
33	Davis Capital Management	Shares	5SH	$14
34	Bogart Wealth, LLC	Shares	4SH	$12
35	Abound Wealth Management	Shares	2SH	$6
36	SIMS INVESTMENT MANAGEMENT, LLC	Shares	2SH	$6
37	Sachetta, LLC	Shares	2SH	$6
38	Aspect Partners, LLC	Shares	1SH	$3
39	Community Financial Services Group, LLC	Shares	1SH	$3
40	WOLFF WIESE MAGANA LLC	Shares	1SH	$3

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

45 / 45 loaded

#		Instrument
1	Context Capital Management, LLC new	Shares	+6.6M	+$19.0M	$19.0M
2	Focus Financial Network, Inc. new	Shares	+2.4M	+$6.9M	$6.9M
3	ABC ARBITRAGE SA added	Shares	+139.6K	+$425.8K	$544.8K
4	Police & Firemen's Retirement System of New Jersey new	Shares	+28.5K	+$82.4K	$82.4K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+30.4K	+$78.0K	$78.0K
6	SBI Securities Co., Ltd. added	Shares	+19.2K	+$69.4K	$143.3K
7	Ballentine Partners, LLC new	Shares	+10.8K	+$31.3K	$31.3K
8	VISTA INVESTMENT PARTNERS LLC new	Shares	+10.7K	+$30.8K	$30.8K
9	Sequoia Financial Advisors, LLC new	Shares	+10.5K	+$30.4K	$30.4K
10	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$7.8K	$30.0K
11	Cape Investment Advisory, Inc. new	Shares	+1.7K	+$4.8K	$4.8K
12	Themes Management Co LLC trimmed	Shares	-752	+$3.6K	$34.1K
13	Central Pacific Bank - Trust Division unchanged	Shares	0	+$3.2K	$20.0K
14	MassMutual Private Wealth & Trust, FSB new	Shares	+825	+$2.4K	$2.4K
15	Activest Wealth Management added	Shares	+75	+$907	$4.6K
16	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$474	$1.8K
17	EASTERN BANK unchanged	Shares	0	+$460	$2.9K
18	SIGNATUREFD, LLC added	Shares	+143	+$432	$529
19	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$220	$1.4K
20	Farther Finance Advisors, LLC added	Shares	+6	+$130	$679
21	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$120	$749
22	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$44	$272
23	HIGHLINE WEALTH PARTNERS LLC new	Shares	+15	+$43	$43
24	Cordant, Inc. new	Shares	+10	+$29	$29
25	Nvest Wealth Strategies, Inc. unchanged	Shares	0	+$12	$73
26	Bogart Wealth, LLC added	Shares	+3	+$10	$12
27	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$9	$70
28	Grove Bank & Trust unchanged	Shares	0	+$8	$49
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1	+$8	$75
30	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+2	+$6	$6
31	Financial Life Planners unchanged	Shares	0	+$4	$29
32	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$3	$21
33	Davis Capital Management unchanged	Shares	0	+$2	$14
34	Abound Wealth Management unchanged	Shares	0	+$1	$6
35	Aspect Partners, LLC unchanged	Shares	0	+$1	$3
36	Community Financial Services Group, LLC unchanged	Shares	0	+$1	$3
37	Sachetta, LLC unchanged	Shares	0	+$1	$6
38	WOLFF WIESE MAGANA LLC unchanged	Shares	0	$0	$3
39	Vermillion Wealth Management, Inc. exited	Shares	-1	-$2	$0
40	Financial Perspectives, Inc exited	Shares	-4	-$10	$0
41	Golden State Wealth Management, LLC trimmed	Shares	-25	-$58	$23
42	IFP Advisors, Inc trimmed	Shares	-101	-$87	$997
43	GoalVest Advisory LLC exited	Shares	-220	-$535	$0
44	Sound Income Strategies, LLC exited	Shares	-610	-$1.5K	$0
45	Apollon Wealth Management, LLC exited	Shares	-10.1K	-$24.5K	$0