Filing Research | SUBURBAN PROPANE PARTNERS L Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	214.9KSH	$3.7M
2	Smith Asset Management Co., LLC	Shares	41.5KSH	$708.8K
3	SHRIER WEALTH MANAGEMENT, LLC	Shares	30.9KSH	$527.7K
4	Clearwave Capital, LLC	Shares	21.4KSH	$366.3K
5	October Effect Ltd	Shares	16.9KSH	$289.0K
6	Aspire Private Capital, LLC	Shares	15.5KSH	$264.6K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.1KSH	$258.8K
8	Legacy Financial Strategies, LLC	Shares	14.0KSH	$239.4K
9	Secure Asset Management, LLC	Shares	13.4KSH	$229.6K
10	LRI Investments, LLC	Shares	11.3KSH	$192.7K
11	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	8.0KSH	$136.8K
12	Princeton Global Asset Management LLC	Shares	4.7KSH	$81.2K
13	TRUST CO OF TOLEDO NA /OH/	Shares	4.6KSH	$77.9K
14	Spire Wealth Management	Shares	2.4KSH	$40.9K
15	VISION FINANCIAL MARKETS LLC	Shares	2.0KSH	$34.8K
16	HIGHLINE WEALTH PARTNERS LLC	Shares	2.0KSH	$34.2K
17	Triumph Capital Management	Shares	1.9KSH	$32.8K
18	Farther Finance Advisors, LLC	Shares	1.8KSH	$31.0K
19	Aventura Private Wealth, LLC	Shares	1.3KSH	$22.4K
20	Dorato Capital Management	Shares	1.2KSH	$20.9K
21	PFS Partners, LLC	Shares	1.1KSH	$19.1K
22	Vision Retirement, LLC	Shares	1.1KSH	$18.0K
23	LANARK FINANCIAL, INC.	Shares	772SH	$13.2K
24	Founders Capital Management	Shares	677SH	$11.6K
25	IFP Advisors, Inc	Shares	600SH	$10.3K
26	SIGNATUREFD, LLC	Shares	450SH	$7.7K
27	MB, LEVIS & ASSOCIATES, LLC	Shares	226SH	$3.9K
28	Main Street Group, LTD	Shares	200SH	$3.4K
29	Strategic Investment Solutions, Inc. /IL	Shares	165SH	$2.8K
30	Cornerstone National Bank & Trust Co	Shares	108SH	$1.9K
31	Nova Wealth Management, Inc.	Shares	60SH	$1.0K
32	Farmers & Merchants Trust Co of Chambersburg PA	Shares	5.0KSH	$86

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

34 / 34 loaded

#		Instrument
1	HIGHLINE WEALTH PARTNERS LLC new	Shares	+2.0K	+$34.2K	$34.2K
2	SIGNATUREFD, LLC added	Shares	+265	+$4.1K	$7.7K
3	Farther Finance Advisors, LLC added	Shares	+450	+$3.7K	$31.0K
4	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	-$12	$86
5	Nova Wealth Management, Inc. unchanged	Shares	0	-$155	$1.0K
6	Cornerstone National Bank & Trust Co unchanged	Shares	0	-$281	$1.9K
7	Strategic Investment Solutions, Inc. /IL added	Shares	+3	-$374	$2.8K
8	MB, LEVIS & ASSOCIATES, LLC added	Shares	+4	-$513	$3.9K
9	Main Street Group, LTD unchanged	Shares	0	-$518	$3.4K
10	IFP Advisors, Inc unchanged	Shares	0	-$1.6K	$10.3K
11	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2.0K	$13.2K
12	Dorato Capital Management added	Shares	+19	-$2.4K	$20.9K
13	Vision Retirement, LLC unchanged	Shares	0	-$2.7K	$18.0K
14	PFS Partners, LLC unchanged	Shares	0	-$2.9K	$19.1K
15	Aventura Private Wealth, LLC unchanged	Shares	0	-$3.4K	$22.4K
16	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$4.6K	$34.8K
17	Spire Wealth Management unchanged	Shares	0	-$6.2K	$40.9K
18	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$11.8K	$77.9K
19	Princeton Global Asset Management LLC added	Shares	+8	-$12.1K	$81.2K
20	Founders Capital Management trimmed	Shares	-600	-$13.6K	$11.6K
21	Triumph Capital Management trimmed	Shares	-715	-$19.1K	$32.8K
22	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	-$20.7K	$136.8K
23	LRI Investments, LLC unchanged	Shares	0	-$29.2K	$192.7K
24	Legacy Financial Strategies, LLC unchanged	Shares	0	-$36.3K	$239.4K
25	Aspire Private Capital, LLC added	Shares	+91	-$38.3K	$264.6K
26	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+25	-$38.7K	$258.8K
27	October Effect Ltd trimmed	Shares	-200	-$47.7K	$289.0K
28	Secure Asset Management, LLC trimmed	Shares	-868	-$51.9K	$229.6K
29	Clearwave Capital, LLC added	Shares	+37	-$54.8K	$366.3K
30	SHRIER WEALTH MANAGEMENT, LLC added	Shares	+295	-$74.1K	$527.7K
31	Smith Asset Management Co., LLC trimmed	Shares	-565	-$118.5K	$708.8K
32	Sound Income Strategies, LLC exited	Shares	-7.1K	-$141.3K	$0
33	PFG Investments, LLC exited	Shares	-10.7K	-$210.9K	$0
34	Fractal Investments LLC unchanged	Shares	0	-$556.5K	$3.7M