Filing Research | Innoviz Technologies Ltd Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	SBI Securities Co., Ltd.	Shares	419.2KSH	$319.1K
2	WMG Financial Advisors, LLC	Shares	57.9KSH	$44.0K
3	Cooper Capital Advisors LLC	Shares	10.0KSH	$7.6K
4	Farther Finance Advisors, LLC	Shares	4.1KSH	$3.1K
5	Spire Wealth Management	Shares	2.0KSH	$1.5K
6	Kozak & Associates, Inc.	Shares	1.5KSH	$1.1K
7	Aventura Private Wealth, LLC	Shares	1.2KSH	$913
8	Activest Wealth Management	Shares	1.0KSH	$761
9	Dogwood Wealth Management LLC	Shares	475SH	$362
10	Marshall & Sterling Wealth Advisors Inc.	Shares	400SH	$304
11	VISION FINANCIAL MARKETS LLC	Shares	350SH	$266
12	Tradewinds Capital Management, LLC	Shares	200SH	$153
13	Investors Research Corp	Shares	200SH	$152

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

15 / 15 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+91.6K	+$111.9K	$319.1K
2	WMG Financial Advisors, LLC added	Shares	+13.0K	+$15.7K	$44.0K
3	Cooper Capital Advisors LLC unchanged	Shares	0	+$1.3K	$7.6K
4	Farther Finance Advisors, LLC unchanged	Shares	0	+$379	$3.1K
5	Spire Wealth Management trimmed	Shares	-5	+$257	$1.5K
6	Aventura Private Wealth, LLC unchanged	Shares	0	+$154	$913
7	Activest Wealth Management unchanged	Shares	0	+$128	$761
8	Kozak & Associates, Inc. unchanged	Shares	0	+$112	$1.1K
9	Dogwood Wealth Management LLC unchanged	Shares	0	+$62	$362
10	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$51	$304
11	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$45	$266
12	Tradewinds Capital Management, LLC unchanged	Shares	0	+$26	$153
13	Investors Research Corp unchanged	Shares	0	+$25	$152
14	EAGLE WEALTH STRATEGIES LLC exited	Shares	-10.8K	-$6.8K	$0
15	MEITAV INVESTMENT HOUSE LTD exited	Shares	-138.0K	-$85.2K	$0

Filing Research | Innoviz Technologies Ltd Institutional Holdings