Filing Research | OPENDOOR TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	SIGNATUREFD, LLC	Shares	17.2KSH	$4.1K
2	NWAM LLC	Shares	14.7KSH	$3.5K
3	INTACT INVESTMENT MANAGEMENT INC.	Shares	5.8KSH	$1.4K
4	Activest Wealth Management	Shares	1.8KSH	$442
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$387
6	MILLER WEALTH ADVISORS, LLC	Shares	135SH	$38
7	Crewe Advisors LLC	Shares	150SH	$36
8	Bogart Wealth, LLC	Shares	116SH	$28
9	Aspect Partners, LLC	Shares	83SH	$20
10	FINANCIAL CONSULATE, INC	Shares	71SH	$18
11	Farther Finance Advisors, LLC	Shares	76SH	$18
12	IFP Advisors, Inc	Shares	72SH	$17
13	Center for Financial Planning, Inc.	Shares	66SH	$16
14	KERR FINANCIAL PLANNING Corp	Shares	58SH	$14
15	AdvisorNet Financial, Inc	Shares	39SH	$9
16	True Wealth Design, LLC	Shares	36SH	$9
17	WOLFF WIESE MAGANA LLC	Shares	33SH	$8
18	Beaird Harris Wealth Management, LLC	Shares	26SH	$7
19	SALEM INVESTMENT COUNSELORS INC	Shares	11SH	$3
20	Golden State Wealth Management, LLC	Shares	10SH	$2
21	LANARK FINANCIAL, INC.	Shares	5SH	$1
22	Nvest Wealth Strategies, Inc.	Shares	1SH	$1
23	VISION FINANCIAL MARKETS LLC	Shares	3SH	$1
24	Allied Private Wealth LLC	Shares	2SH	$0
25	Aventura Private Wealth, LLC	Shares	0SH	$0
26	EverSource Wealth Advisors, LLC	Shares	2SH	$0
27	Fortitude Family Office, LLC	Shares	2SH	$0
28	Wilkerson Advisory Group LLC	Shares	1SH	$0

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

28 / 28 loaded

#		Instrument
1	SIGNATUREFD, LLC unchanged	Shares	0	+$79	$4.1K
2	NWAM LLC unchanged	Shares	0	+$68	$3.5K
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$42	$387
4	INTACT INVESTMENT MANAGEMENT INC. unchanged	Shares	0	+$26	$1.4K
5	KERR FINANCIAL PLANNING Corp new	Shares	+58	+$14	$14
6	Activest Wealth Management added	Shares	+10	+$11	$442
7	MILLER WEALTH ADVISORS, LLC unchanged	Shares	0	+$5	$38
8	SALEM INVESTMENT COUNSELORS INC new	Shares	+11	+$3	$3
9	Farther Finance Advisors, LLC added	Shares	+6	+$2	$18
10	Bogart Wealth, LLC unchanged	Shares	0	+$1	$28
11	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1	$18
12	AdvisorNet Financial, Inc unchanged	Shares	0	$0	$9
13	Aspect Partners, LLC unchanged	Shares	0	$0	$20
14	Aventura Private Wealth, LLC unchanged	Shares	0	$0	$0
15	Beaird Harris Wealth Management, LLC unchanged	Shares	0	$0	$7
16	Center for Financial Planning, Inc. unchanged	Shares	0	$0	$16
17	Crewe Advisors LLC unchanged	Shares	0	$0	$36
18	EverSource Wealth Advisors, LLC unchanged	Shares	0	$0	$0
19	Fortitude Family Office, LLC unchanged	Shares	0	$0	$0
20	Golden State Wealth Management, LLC unchanged	Shares	0	$0	$2
21	LANARK FINANCIAL, INC. unchanged	Shares	0	$0	$1
22	Nvest Wealth Strategies, Inc. unchanged	Shares	0	$0	$1
23	True Wealth Design, LLC unchanged	Shares	0	$0	$9
24	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	$0	$1
25	Vermillion Wealth Management, Inc. exited	Shares	-1	$0	$0
26	WOLFF WIESE MAGANA LLC unchanged	Shares	0	$0	$8
27	Wilkerson Advisory Group LLC unchanged	Shares	0	$0	$0
28	IFP Advisors, Inc trimmed	Shares	-3	-$1	$17