SYM
Symbotic Inc.• Technology
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Commonwealth Equity Services, Llc | $166.2M | 3.39M | 0.21% | -13.0% |
Kestra Advisory Services, Llc | $47.6M | 970.1K | 0.13% | -12.7% |
Daiwa Securities Group Inc. | $44.6M | 1.06M | 0.08% | +12.0% |
Exchange Traded Concepts, Llc | $28.9M | 688.0K | 0.11% | -0.0% |
Rpg Investment Advisory, Llc | $6.4M | 152.7K | 1.19% | -42.8% |
Evergreen Private Wealth Llc | $6.3M | 128.2K | 2.31% | +1.1% |
Cambridge Investment Research Advisors, Inc. | $5M | 107.3K | 0.01% | +56.9% |
Laurel Wealth Planning Llc | $4.7M | 95.0K | 2.03% | -3.1% |
Slow Capital, Inc. | $4.5M | 106.1K | 0.50% | -1.5% |
Barton Investment Management | $3.9M | 93.7K | 0.49% | +75.3% |
Ddd Partners, Llc | $3.7M | 87.9K | 0.21% | +16.0% |
Marathon Capital Management | $2.9M | 69.1K | 0.60% | -1.0% |
Legacy Capital Wealth Partners, Llc | $2.7M | 63.5K | 0.56% | +0.0% |
Vontobel Holding Ltd. | $2.6M | 62.5K | 0.01% | +21.5% |
Taylor Frigon Capital Management Llc | $2.5M | 59.5K | 1.27% | -2.0% |
Register Financial Advisors Llc | $2.5M | 58.5K | 0.77% | -6.5% |
Spire Wealth Management | $2.3M | 51.5K | 0.04% | -3.7% |
Hatch Cove Capital, Llc | $2M | 47.3K | 0.67% | New Position |
Zevenbergen Capital Investments Llc | $1.9M | 44.2K | 0.04% | -1.4% |
Creative Planning | $1.7M | 37.2K | 0.00% | +110.1% |
Kbc Group Nv | $1.7M | 40.6K | 0.00% | +2287.2% |
Concurrent Investment Advisors, Llc | $1.7M | 39.9K | 0.01% | +586.1% |
Kestra Private Wealth Services, Llc | $1.6M | 36.9K | 0.02% | +14.6% |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | $1.5M | 35.1K | 0.51% | Unchanged |
Nicholas Wealth, Llc. | $1.4M | 33.8K | 0.74% | +51.6% |
Arta Finance Wealth Management Llc | $1.3M | 31.4K | 0.63% | +7.4% |
Arkfeld Wealth Strategies, L.L.C. | $1.3M | 29.0K | 0.35% | +1.4% |
Integrity Alliance, Llc. | $1.2M | 29.3K | 0.04% | +22.0% |
Tealwood Asset Management Inc | $1.2M | 29.3K | 0.49% | New Position |
Perigon Wealth Management, Llc | $1.2M | 28.8K | 0.02% | +4.5% |
Unicom Systems, Inc. | $1.1M | 27.1K | 0.08% | Unchanged |
Grove Street Fiduciary, Llc | $1.1M | 26.5K | 0.50% | Unchanged |
State Of Wyoming | $990K | 23.5K | 0.08% | +15.3% |
Pinnacle Associates Ltd | $890K | 21.2K | 0.01% | +0.0% |
Nlb Skladi, Upravljanje Premozenja, D.O.O. | $861K | 20.5K | 0.03% | Unchanged |
Michael J. Porro & Co. Financial Advisors, Inc. | $858K | 20.4K | 0.52% | -2.9% |
Mirae Asset Global Investments Co., Ltd. | $847K | 20.1K | 0.00% | +7.7% |
Lighthouse Financial Llc | $814K | 19.3K | 0.37% | New Position |
Retirement Planning Co Of New England, Inc. | $791K | 18.8K | 0.30% | +3.6% |
Green Alpha Advisors, Llc | $761K | 18.1K | 0.52% | +7.1% |
Essex Investment Management Co Llc | $745K | 17.7K | 0.11% | New Position |
Golden State Wealth Management, Llc | $602K | 12.2K | 0.05% | -7.3% |
Greenwood Gearhart Llc | $598K | 14.2K | 0.03% | Unchanged |
Leonteq Securities Ag | $549K | 13.0K | 0.02% | +5.0% |
D.A. Davidson & Co. | $541K | 12.8K | 0.00% | +40.9% |
International Assets Investment Management, Llc | $528K | 46.1K | 0.02% | +554.2% |
Principle Wealth Partners Llc | $518K | 10.5K | 0.02% | +0.1% |
Kingswood Wealth Advisors, Llc | $461K | 11.0K | 0.02% | +36.0% |
Wealthcare Advisory Partners Llc | $430K | 10.2K | 0.01% | +50.6% |
Tigeroak Management, L.L.C. | $428K | 10.2K | 0.11% | +17.8% |