Filing Research | OPENDOOR TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	SIGNATUREFD, LLC	Shares	17.2KSH	$8.5K
2	NWAM LLC	Shares	14.7KSH	$7.3K
3	INTACT INVESTMENT MANAGEMENT INC.	Shares	5.8KSH	$2.9K
4	Activest Wealth Management	Shares	1.8KSH	$912
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$768
6	Crewe Advisors LLC	Shares	150SH	$75
7	Bogart Wealth, LLC	Shares	116SH	$57
8	Farther Finance Advisors, LLC	Shares	76SH	$38
9	MILLER WEALTH ADVISORS, LLC	Shares	135SH	$38
10	FINANCIAL CONSULATE, INC	Shares	71SH	$36
11	IFP Advisors, Inc	Shares	72SH	$36
12	Center for Financial Planning, Inc.	Shares	66SH	$33
13	KERR FINANCIAL PLANNING Corp	Shares	58SH	$29
14	AdvisorNet Financial, Inc	Shares	39SH	$19
15	True Wealth Design, LLC	Shares	36SH	$18
16	WOLFF WIESE MAGANA LLC	Shares	33SH	$17
17	Beaird Harris Wealth Management, LLC	Shares	26SH	$13
18	SALEM INVESTMENT COUNSELORS INC	Shares	11SH	$6
19	Golden State Wealth Management, LLC	Shares	10SH	$5
20	ST GERMAIN D J CO INC	Shares	10SH	$5
21	LANARK FINANCIAL, INC.	Shares	5SH	$2
22	VISION FINANCIAL MARKETS LLC	Shares	3SH	$2
23	EverSource Wealth Advisors, LLC	Shares	2SH	$1
24	Fortitude Family Office, LLC	Shares	2SH	$1
25	Nvest Wealth Strategies, Inc.	Shares	1SH	$1
26	Wilkerson Advisory Group LLC	Shares	1SH	$1
27	Allied Private Wealth LLC	Shares	2SH	$0
28	Aventura Private Wealth, LLC	Shares	0SH	$0

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

28 / 28 loaded

#		Instrument
1	KERR FINANCIAL PLANNING Corp new	Shares	+58	+$29	$29
2	SALEM INVESTMENT COUNSELORS INC new	Shares	+11	+$6	$6
3	MILLER WEALTH ADVISORS, LLC unchanged	Shares	0	+$5	$38
4	ST GERMAIN D J CO INC new	Shares	+10	+$5	$5
5	Aventura Private Wealth, LLC unchanged	Shares	0	$0	$0
6	EverSource Wealth Advisors, LLC unchanged	Shares	0	$0	$1
7	Fortitude Family Office, LLC unchanged	Shares	0	$0	$1
8	Nvest Wealth Strategies, Inc. unchanged	Shares	0	$0	$1
9	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	$0	$2
10	Wilkerson Advisory Group LLC unchanged	Shares	0	$0	$1
11	Golden State Wealth Management, LLC unchanged	Shares	0	-$1	$5
12	LANARK FINANCIAL, INC. unchanged	Shares	0	-$1	$2
13	Vermillion Wealth Management, Inc. exited	Shares	-1	-$1	$0
14	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$3	$13
15	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$3	$17
16	Farther Finance Advisors, LLC added	Shares	+6	-$4	$38
17	True Wealth Design, LLC unchanged	Shares	0	-$4	$18
18	AdvisorNet Financial, Inc unchanged	Shares	0	-$5	$19
19	Center for Financial Planning, Inc. unchanged	Shares	0	-$7	$33
20	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$7	$36
21	IFP Advisors, Inc trimmed	Shares	-3	-$9	$36
22	Bogart Wealth, LLC unchanged	Shares	0	-$13	$57
23	Crewe Advisors LLC unchanged	Shares	0	-$16	$75
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$139	$768
25	Activest Wealth Management added	Shares	+10	-$196	$912
26	INTACT INVESTMENT MANAGEMENT INC. unchanged	Shares	0	-$651	$2.9K
27	NWAM LLC unchanged	Shares	0	-$1.6K	$7.3K
28	SIGNATUREFD, LLC trimmed	Shares	-49	-$1.9K	$8.5K