Filing Research | BED BATH & BEYOND INC WT EXP 100726 Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	LEE DANNER & BASS INC	Shares	58.6KSH	$24.6K
2	Refined Wealth Management	Shares	41.5KSH	$17.4K
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	23.4KSH	$9.8K
4	Physician Wealth Advisors, Inc.	Shares	262SH	$111
5	CoreCap Advisors, LLC	Shares	109SH	$46
6	Farther Finance Advisors, LLC	Shares	96SH	$40
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	50SH	$22
8	Golden State Wealth Management, LLC	Shares	47SH	$19
9	GAMMA Investing LLC	Shares	33SH	$14
10	Tradewinds Capital Management, LLC	Shares	19SH	$8
11	Moisand Fitzgerald Tamayo, LLC	Shares	6SH	$3
12	SOA Wealth Advisors, LLC.	Shares	5SH	$2
13	Triumph Capital Management	Shares	4SH	$2
14	Investors Research Corp	Shares	2SH	$1
15	Main Street Group, LTD	Shares	2SH	$1
16	EverSource Wealth Advisors, LLC	Shares	1SH	$0

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

16 / 16 loaded

#		Instrument
1	Triumph Capital Management new	Shares	+4	+$2	$2
2	Investors Research Corp unchanged	Shares	0	$0	$1
3	Main Street Group, LTD unchanged	Shares	0	$0	$1
4	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$1	$0
5	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$1	$3
6	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$1	$2
7	Tradewinds Capital Management, LLC unchanged	Shares	0	-$3	$8
8	GAMMA Investing LLC unchanged	Shares	0	-$5	$14
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$6	$22
10	Golden State Wealth Management, LLC unchanged	Shares	0	-$8	$19
11	Farther Finance Advisors, LLC unchanged	Shares	0	-$14	$40
12	CoreCap Advisors, LLC unchanged	Shares	0	-$15	$46
13	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$37	$111
14	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-3.1K	-$5.1K	$9.8K
15	Refined Wealth Management trimmed	Shares	-95	-$5.9K	$17.4K
16	LEE DANNER & BASS INC unchanged	Shares	0	-$8.3K	$24.6K

Filing Research | BED BATH & BEYOND INC WT EXP 100726 Institutional Holdings