Filing Research | SNDL INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Baader Bank Aktiengesellschaft	Shares	250.0KSH	$337.5K
2	Magnus Financial Group LLC	Shares	229.2KSH	$309.5K
3	SBI Securities Co., Ltd.	Shares	37.0KSH	$49.9K
4	FSM Wealth Advisors, LLC	Shares	20.0KSH	$27.0K
5	PFG Investments, LLC	Shares	20.0KSH	$27.0K
6	PFS Partners, LLC	Shares	18.0KSH	$24.3K
7	CoreCap Advisors, LLC	Shares	11.1KSH	$15.0K
8	NAPLES GLOBAL ADVISORS, LLC	Shares	10.0KSH	$13.5K
9	LRI Investments, LLC	Shares	6.4KSH	$8.6K
10	Farther Finance Advisors, LLC	Shares	2.3KSH	$3.0K
11	IFP Advisors, Inc	Shares	1.3KSH	$1.8K
12	Activest Wealth Management	Shares	200SH	$270
13	Aventura Private Wealth, LLC	Shares	130SH	$176
14	Darwin Wealth Management, LLC	Shares	100SH	$135
15	Cape Investment Advisory, Inc.	Shares	92SH	$124
16	Smallwood Wealth Investment Management, LLC	Shares	50SH	$67
17	Center for Financial Planning, Inc.	Shares	25SH	$34
18	Quaker Wealth Management, LLC	Shares	20SH	$27
19	Abound Wealth Management	Shares	15SH	$21
20	FNY Investment Advisers, LLC	Shares	1.5KSH	$2
21	FNY Investment Advisers, LLC	CALL	15SH	$0

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

25 / 25 loaded

#		Instrument
1	Magnus Financial Group LLC added	Shares	+61.0K	+$87.4K	$309.5K
2	PFS Partners, LLC added	Shares	+9.0K	+$12.4K	$24.3K
3	Baader Bank Aktiengesellschaft trimmed	Shares	-718	+$7.0K	$337.5K
4	SBI Securities Co., Ltd. added	Shares	+3.6K	+$5.9K	$49.9K
5	LRI Investments, LLC added	Shares	+4.1K	+$5.6K	$8.6K
6	FSM Wealth Advisors, LLC unchanged	Shares	0	+$600	$27.0K
7	PFG Investments, LLC unchanged	Shares	0	+$600	$27.0K
8	CoreCap Advisors, LLC unchanged	Shares	0	+$334	$15.0K
9	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$300	$13.5K
10	Activest Wealth Management new	Shares	+200	+$270	$270
11	IFP Advisors, Inc added	Shares	+150	+$238	$1.8K
12	Cape Investment Advisory, Inc. new	Shares	+92	+$124	$124
13	Farther Finance Advisors, LLC added	Shares	+6	+$53	$3.0K
14	Center for Financial Planning, Inc. new	Shares	+25	+$34	$34
15	Aventura Private Wealth, LLC unchanged	Shares	0	+$4	$176
16	Darwin Wealth Management, LLC unchanged	Shares	0	+$3	$135
17	Abound Wealth Management unchanged	Shares	0	+$1	$21
18	FNY Investment Advisers, LLC added	Shares	+500	+$1	$2
19	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$1	$67
20	FNY Investment Advisers, LLC unchanged	CALL	0	$0	$0
21	Sound Income Strategies, LLC exited	Shares	-10	-$13	$0
22	Quaker Wealth Management, LLC trimmed	Shares	-51	-$67	$27
23	Robinswood Financial LLC exited	Shares	-65	-$85	$0
24	Security National Bank exited	Shares	-6.4K	-$8.5K	$0
25	Revisor Wealth Management LLC exited	Shares	-10.6K	-$14.0K	$0