Filing Research | SYM - SYMBOTIC INC Institutional Holdings

Snapshot holdings

50 / 86 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	688.1KSH	$30.9M
2	SIERRA SUMMIT ADVISORS LLC	Shares	259.1KSH	$11.6M
3	Slow Capital, Inc.	Shares	107.7KSH	$4.8M
4	MARATHON CAPITAL MANAGEMENT	Shares	69.8KSH	$3.1M
5	Register Financial Advisors LLC	Shares	62.5KSH	$2.8M
6	180 WEALTH ADVISORS, LLC	Shares	61.7KSH	$2.8M
7	Taylor Frigon Capital Management LLC	Shares	60.7KSH	$2.7M
8	Barton Investment Management	Shares	53.5KSH	$2.4M
9	Once Capital Management, LLC	Shares	50.0KSH	$2.2M
10	Bouvel Investment Partners, LLC	Shares	46.0KSH	$2.1M
11	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	35.1KSH	$1.6M
12	Prospera Financial Services Inc	Shares	30.2KSH	$1.4M
13	Capelight Capital Asset Management LP	Shares	30.0KSH	$1.3M
14	Spire Wealth Management	Shares	28.7KSH	$1.3M
15	Arkfeld Wealth Strategies, L.L.C.	Shares	28.6KSH	$1.3M
16	UNICOM Systems, Inc.	Shares	27.1KSH	$1.2M
17	Grove Street Fiduciary, LLC	Shares	26.5KSH	$1.2M
18	Nicholas Wealth, LLC.	Shares	22.3KSH	$1.0M
19	EverSource Wealth Advisors, LLC	Shares	19.9KSH	$892.6K
20	Mirae Asset Global Investments Co., Ltd.	Shares	18.7KSH	$840.2K
21	AlphaCentric Advisors LLC	Shares	15.0KSH	$674.3K
22	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	14.3KSH	$642.4K
23	GREENWOOD GEARHART LLC	Shares	14.2KSH	$639.1K
24	D.A. DAVIDSON & CO.	Shares	9.1KSH	$409.9K
25	LAFFER TENGLER INVESTMENTS, INC.	Shares	8.8KSH	$394.0K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.5KSH	$370.2K
27	Werlinich Asset Management, LLC	Shares	8.1KSH	$364.5K
28	Lakeshore Financial Planning, Inc.	Shares	7.8KSH	$350.7K
29	Somerset Trust Co	Shares	7.4KSH	$333.8K
30	IFP Advisors, Inc	Shares	7.2KSH	$323.8K
31	Farther Finance Advisors, LLC	Shares	7.1KSH	$318.1K
32	Wealthcare Advisory Partners LLC	Shares	6.8KSH	$305.3K
33	Onyx Bridge Wealth Group LLC	Shares	6.5KSH	$291.2K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6.1KSH	$274.9K
35	SBI Securities Co., Ltd.	Shares	6.0KSH	$271.5K
36	Malaga Cove Capital, LLC	Shares	5.9KSH	$267.1K
37	Merit Financial Group, LLC	Shares	5.8KSH	$261.3K
38	LBP AM SA	Shares	5.6KSH	$252.4K
39	ZAZOVE ASSOCIATES LLC	CALL	55.0KSH	$236.3K
40	QRG CAPITAL MANAGEMENT, INC.	Shares	5.1KSH	$229.3K
41	Central Pacific Bank - Trust Division	Shares	5.1KSH	$228.1K
42	Lauer Wealth, LLC	CALL	5.0KSH	$218.3K
43	CoreCap Advisors, LLC	Shares	4.4KSH	$197.7K
44	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	2.3KSH	$102.2K
45	AdvisorNet Financial, Inc	Shares	2.0KSH	$89.9K
46	Crewe Advisors LLC	Shares	1.9KSH	$85.4K
47	ARMSTRONG ADVISORY GROUP, INC	Shares	1.3KSH	$58.0K
48	WOLFF WIESE MAGANA LLC	Shares	800SH	$36.0K
49	SRH ADVISORS, LLC	Shares	650SH	$29.2K
50	Financial Management Professionals, Inc.	Shares	508SH	$22.8K

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

50 / 100 loaded

#		Instrument
1	SIERRA SUMMIT ADVISORS LLC new	Shares	+259.1K	+$11.6M	$11.6M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+194.2K	+$4.7M	$30.9M
3	Capelight Capital Asset Management LP new	Shares	+30.0K	+$1.3M	$1.3M
4	MARATHON CAPITAL MANAGEMENT added	Shares	+30.9K	+$1.1M	$3.1M
5	Nicholas Wealth, LLC. new	Shares	+22.3K	+$1.0M	$1.0M
6	Taylor Frigon Capital Management LLC added	Shares	+20.2K	+$576.2K	$2.7M
7	Barton Investment Management added	Shares	+16.6K	+$444.6K	$2.4M
8	Lakeshore Financial Planning, Inc. new	Shares	+7.8K	+$350.7K	$350.7K
9	Merit Financial Group, LLC new	Shares	+5.8K	+$261.3K	$261.3K
10	ZAZOVE ASSOCIATES LLC new	CALL	+55.0K	+$236.3K	$236.3K
11	Lauer Wealth, LLC new	CALL	+5.0K	+$218.3K	$218.3K
12	Once Capital Management, LLC added	Shares	+10.0K	+$119.5K	$2.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$108.2K	$370.2K
14	Wealthcare Advisory Partners LLC added	Shares	+2.0K	+$50.6K	$305.3K
15	LBP AM SA added	Shares	+1.7K	+$45.0K	$252.4K
16	Malaga Cove Capital, LLC added	Shares	+1.7K	+$39.9K	$267.1K
17	LITTLEJOHN FINANCIAL SERVICES, INC. added	Shares	+2.9K	+$34.7K	$642.4K
18	Farther Finance Advisors, LLC added	Shares	+1.9K	+$33.3K	$318.1K
19	Financial Management Professionals, Inc. new	Shares	+508	+$22.8K	$22.8K
20	D.A. DAVIDSON & CO. added	Shares	+1.8K	+$20.4K	$409.9K
21	WOLFF WIESE MAGANA LLC added	Shares	+500	+$20.0K	$36.0K
22	AlphaCentric Advisors LLC added	Shares	+2.5K	+$9.3K	$674.3K
23	BFSG, LLC new	Shares	+70	+$3.1K	$3.1K
24	BARRETT & COMPANY, INC. added	Shares	+75	+$3.0K	$5.6K
25	Key FInancial Inc new	Shares	+50	+$2.2K	$2.2K
26	Prospera Financial Services Inc added	Shares	+4.7K	+$1.4K	$1.4M
27	Tradewinds Capital Management, LLC new	Shares	+25	+$1.1K	$1.1K
28	Triumph Capital Management new	Shares	+25	+$1.1K	$1.1K
29	LANARK FINANCIAL, INC. added	Shares	+20	+$569	$2.7K
30	Blue Trust, Inc. new	Shares	+5	+$225	$225
31	Davis Capital Management new	Shares	+3	+$135	$135
32	Creative Capital Management Investments LLC new	Shares	+1	+$45	$45
33	LRI Investments, LLC new	Shares	+1	+$45	$45
34	CX Institutional unchanged	Shares	0	$0	$1
35	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
36	Polianta Ltd added	Shares	+5.0K	-$23	$1.6K
37	True Wealth Design, LLC unchanged	Shares	0	-$41	$225
38	DiNuzzo Private Wealth, Inc. exited	Shares	-1	-$54	$0
39	SJS Investment Consulting Inc. trimmed	Shares	-1	-$78	$135
40	1015 Capital Partners, LLC exited	Shares	-2	-$106	$0
41	Vermillion Wealth Management, Inc. exited	Shares	-2	-$106	$0
42	Investors Research Corp unchanged	Shares	0	-$247	$1.3K
43	JFS WEALTH ADVISORS, LLC trimmed	Shares	-5	-$307	$225
44	Financial Perspectives, Inc unchanged	Shares	0	-$330	$1.8K
45	Versant Capital Management, Inc unchanged	Shares	0	-$330	$1.8K
46	Bear Mountain Capital, Inc. added	Shares	+4	-$387	$1.3K
47	Aventura Private Wealth, LLC trimmed	Shares	-5	-$670	$2.2K
48	EASTERN BANK unchanged	Shares	0	-$825	$4.5K
49	Bogart Wealth, LLC trimmed	Shares	-10	-$895	$2.0K
50	City State Bank unchanged	Shares	0	-$1.1K	$6.1K

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