SymboticSYM
13F holders, Q2 2025 (June 30)279holders +58
92new positions
34sold out
5famous investors
$38.85avg. 13F price*
At the end of Q2 2025, 279 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 58 from Q1 2025. 92 opened new positions and 34 sold out. The largest holders were Softbank Group Corp. ($1.5B), Walmart Inc. ($582.8M) and Baillie Gifford & Co. ($522.1M). 5 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $94.3M |
| Exits | 34 | $20.5M |
All 13F filers, Q1 2025 → Q2 2025: 4,028,171 shares bought and 4,738,018 shares sold, net −709,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Softbank Group Corp. | 6.20% | No change | 39,825,312 | $1.5B |
| Walmart Inc. | 98.23% | No change | 15,000,000 | $582.8M |
| Baillie Gifford & Co. | 0.39% | Reduce -1.9% | 13,440,113 | $522.1M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $353.1M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 4,596,637 | $178.6M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 1,495,655 | $58.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -1.7% | 1,321,225 | $51.2M |
| BlackRock, Inc. | 0.00% | Add +15.8% | 988,256 | $38.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.1% | 970,198 | $37.7M |
| UBS Group AG | 0.01% | Reduce -1.5% | 904,223 | $35.1M |
| Thematics Asset Management | 1.07% | Reduce -17.4% | 611,494 | $23.8M |
| TCW Group Inc. | 0.18% | Add +2.1% | 606,156 | $23.5M |
| Frontier Capital Management Co. LLC | 0.20% | Reduce -19.8% | 554,565 | $21.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 551,216 | $21.4M |
| Amanah Holdings Trust | 4.91% | — | 510,000 | $19.8M |
| Exchange Traded Concepts, LLC | 0.25% | Reduce -25.8% | 504,937 | $19.6M |
| S Squared Technology, LLC | 7.86% | No change | 480,000 | $18.6M |
| ARK Investment Management | 0.13% | Add +13.3% | 445,498 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +401.5% | 425,545 | $16.5M |
| Hood River Capital Management LLC | 0.23% | Add +16.1% | 424,526 | $16.5M |
| D. E. Shaw & Co. | 0.02% | New | 418,342 | $16.3M |
| Bank of America Corp. | 0.00% | Reduce -12.9% | 413,027 | $16.0M |
| Renaissance Technologies | 0.02% | New | 409,500 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -18.7% | 393,727 | $15.3M |
| Two Sigma Investments, LP | 0.03% | Add +168.3% | 387,503 | $15.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -10.3% | 305,611 | $11.9M |
| Invesco Ltd. | 0.00% | Add +33.2% | 304,207 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -61.9% | 302,788 | $11.8M |
| State Street Corp. | 0.00% | Reduce -6.7% | 292,321 | $11.4M |
| First Trust Advisors LP | 0.01% | Reduce -19.9% | 279,490 | $10.9M |
| AXA S.A. | 0.03% | Reduce -22.8% | 276,751 | $10.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 231,044 | $9.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +12.7% | 223,141 | $8.7M |
| O'Neil Global Advisors, Inc. | 1.96% | New | 219,168 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +36.1% | 197,286 | $7.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.9% | 193,485 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | New | 177,232 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.9% | 144,402 | $5.6M |
| Zevenbergen Capital Investments LLC | 0.11% | Reduce -74.8% | 141,746 | $5.5M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | New | 141,664 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +58.4% | 134,446 | $5.2M |
| Blair William & Co. | 0.01% | Reduce -3.3% | 131,319 | $5.1M |
| Millennium Management | 0.00% | Reduce -71.4% | 124,426 | $4.8M |
| Verition Fund Management LLC | 0.03% | Add +59.4% | 124,146 | $4.8M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.89% | Add +6.3% | 121,495 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 116,304 | $4.5M |
| DDD Partners, LLC | 0.48% | Add +139.4% | 115,079 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +21.7% | 114,513 | $4.4M |
| Marathon Capital Management | 1.06% | Reduce -2.0% | 106,170 | $4.1M |
| Register Financial Advisors LLC | 1.71% | Reduce -15.9% | 100,717 | $3.9M |
| Stifel Financial Corp. | 0.00% | New | 95,693 | $3.7M |
| Freemont Management S.A. | 0.61% | Add +30.6% | 95,600 | $3.7M |
| Robocap Asset Management Ltd | 2.34% | Reduce -32.0% | 95,412 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +35.8% | 94,245 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.6% | 93,810 | $3.6M |
| Swiss National Bank | 0.00% | Add +12.4% | 92,600 | $3.6M |
| LPL Financial LLC | 0.00% | Add +33.9% | 91,747 | $3.6M |
| Sei Investments Co. | 0.00% | Add +20.2% | 90,501 | $3.5M |
| Bourne Lent Asset Management Inc. | 1.33% | No change | 88,360 | $3.4M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | New | 80,720 | $3.1M |
| Amundi | 0.00% | Add +0.1% | 72,238 | $3.0M |
| Taylor Frigon Capital Management LLC | 1.58% | Reduce -6.5% | 76,665 | $3.0M |
| National Bank of Canada | 0.00% | Add +2272.4% | 76,178 | $3.0M |
| FMR LLC | 0.00% | Reduce -88.7% | 75,585 | $2.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.3% | 59,696 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -47.1% | 58,863 | $2.3M |
| 180 Wealth Advisors, LLC | 0.32% | Add +9.1% | 58,521 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.7% | 54,396 | $2.1M |
| Black Swift Group, LLC | 0.42% | New | 53,300 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Add +8.3% | 53,174 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +44.3% | 51,622 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.3% | 51,263 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | New | 51,000 | $2.0M |
| Advisors Asset Management, Inc. | 0.04% | Add +44.5% | 50,937 | $2.0M |
| Capital Fund Management S.A. | 0.02% | Reduce -81.8% | 46,152 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.8% | 46,019 | $1.8M |
| Natixis | 0.01% | Add +3.2% | 44,738 | $1.7M |
| Penserra Capital Management LLC | 0.02% | New | 44,419 | $1.7M |
| Bouvel Investment Partners, LLC | 0.58% | New | 44,143 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 44,022 | $1.7M |
| Wolverine Trading, LLC | 0.04% | Reduce -32.4% | 42,008 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +19831.3% | 38,866 | $1.5M |
| Capital Market Strategies LLC | 1.04% | Reduce -20.5% | 38,275 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +217.2% | 37,743 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +4.9% | 37,133 | $1.4M |
| Group One Trading LLC | 0.05% | New | 36,649 | $1.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Add +57.7% | 36,527 | $1.4M |
| WINTON GROUP Ltd | 0.07% | New | 35,184 | $1.4M |
| Arkfeld Wealth Strategies, L.L.C. | 0.54% | Add +3.9% | 28,680 | $1.4M |
| Simplex Trading, LLC | 0.04% | Add +39.0% | 34,245 | $1.3M |
| PDT Partners, LLC | 0.07% | Reduce -72.0% | 33,908 | $1.3M |
| AQR Capital Management | 0.00% | New | 32,811 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.5% | 32,806 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.55% | Reduce -0.4% | 31,941 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +102.4% | 31,687 | $1.2M |
| Main Management ETF Advisors, LLC | 0.05% | Add +1.7% | 29,320 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.9% | 28,212 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -54.6% | 28,011 | $1.1M |
| Empowered Funds, LLC | 0.01% | New | 27,987 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | New | 25,437 | $988K |
| Scientech Research LLC | 0.24% | New | 25,166 | $978K |
| M&T Bank Corp | 0.00% | Add +19.7% | 24,852 | $966K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 24,584 | $955K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +30.0% | 22,369 | $869K |
| Prospera Financial Services Inc | 0.02% | New | 22,168 | $861K |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.0% | 21,245 | $825K |
| Russell Investments Group, Ltd. | 0.00% | New | 20,698 | $804K |
| Polen Capital Management LLC | 0.00% | New | 20,003 | $777K |
| Spire Wealth Management | 0.03% | Add +42.7% | 19,404 | $754K |
| Bantamac Capital, LLC | 0.26% | New | 18,752 | $729K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7.4% | 18,519 | $719K |
| Janus Henderson Group PLC | 0.00% | No change | 17,400 | $677K |
| Pinnacle Associates Ltd. | 0.01% | No change | 17,265 | $671K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 16,536 | $642K |
| Arkadios Wealth Advisors | 0.02% | New | 14,784 | $574K |
| SG Americas Securities, LLC | 0.00% | Reduce -57.0% | 14,625 | $568K |
| Fieldview Capital Management, LLC | 0.09% | Reduce -58.4% | 14,475 | $562K |
| Greenwood Gearhart LLC | 0.03% | No change | 14,217 | $552K |
| Arizona State Retirement System | 0.00% | Add +15.9% | 14,141 | $549K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +59.7% | 14,123 | $549K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -44.2% | 13,755 | $534K |
| Bayesian Capital Management, LP | 0.08% | New | 13,453 | $523K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.5% | 10,691 | $512K |
| Intergy Private Wealth, LLC | 0.17% | No change | 13,094 | $509K |
| Nebula Research & Development LLC | 0.04% | New | 12,902 | $501K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,203 | $474K |
| CoreCap Advisors, LLC | 0.02% | Add +82.3% | 12,085 | $470K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -0.7% | 12,028 | $467K |
| HRT Financial LP | 0.00% | Add +1.0% | 11,773 | $457K |
| Cwm, LLC | 0.00% | Add +336.7% | 11,363 | $441K |
| Vident Advisory, LLC | 0.00% | New | 11,316 | $440K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,649 | $414K |
| Captrust Financial Advisors | 0.00% | New | 10,582 | $411K |
| Tyche Wealth Partners LLC | 0.08% | New | 10,365 | $403K |
| Fortis Group Advisors, LLC | 0.07% | New | 7,383 | $398K |
| KLP Kapitalforvaltning As | 0.00% | Add +21.9% | 10,000 | $389K |
| FORA Capital, LLC | 0.04% | New | 9,977 | $388K |
| Barclays PLC | 0.00% | Add +10.6% | 9,965 | $387K |
| MML Investors Services, LLC | 0.00% | Reduce -25.3% | 9,561 | $371K |
| Hunter Associates Investment Management LLC | 0.05% | New | 9,225 | $361K |
| Somerset Trust Co | 0.12% | New | 9,255 | $360K |
| Leonteq Securities AG | 0.02% | Reduce -60.1% | 9,236 | $359K |
| Riverbridge Partners LLC | 0.01% | New | 9,219 | $358K |
| Rakuten Securities, Inc. | 0.13% | Reduce -14.4% | 8,817 | $343K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 8,765 | $341K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,693 | $338K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 8,544 | $332K |
| Calton & Associates, Inc. | 0.06% | New | 8,499 | $330K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 8,489 | $330K |
| Grove Street Fiduciary, LLC | 0.16% | New | 8,445 | $328K |
| Franklin Resources Inc. | 0.00% | New | 8,336 | $324K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,226 | $320K |
| Vista Investment Partners LLC | 0.09% | Reduce -25.9% | 7,956 | $309K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.0% | 12,830 | $304K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -35.5% | 7,594 | $295K |
| Comerica Bank | 0.00% | Reduce -68.8% | 7,414 | $288K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 7,325 | $285K |
| Teacher Retirement System of Texas | 0.00% | New | 7,315 | $284K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 7,200 | $280K |
| Global Retirement Partners, LLC | 0.01% | — | 7,194 | $279K |
| Hodges Capital Management Inc. | 0.03% | Reduce -50.9% | 7,050 | $274K |
| Stonegate Investment Group, LLC | 0.01% | New | 7,007 | $272K |
| Pictet Asset Management Holding SA | 0.00% | New | 6,733 | $262K |
| PFG Investments, LLC | 0.01% | New | 6,565 | $255K |
| Headlands Technologies LLC | 0.03% | Add +199.8% | 6,508 | $253K |
| Two Sigma Advisers, LP | 0.00% | New | 6,400 | $249K |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 6,669 | $248K |
| Walleye Trading LLC | 0.01% | New | 6,386 | $248K |
| SlateStone Wealth, LLC | 0.02% | New | 6,395 | $248K |
| Cresset Asset Management, LLC | 0.00% | New | 6,375 | $248K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.1% | 6,354 | $247K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,573 | $245K |
| Ieq Capital, LLC | 0.00% | New | 6,295 | $245K |
| Phoenix Financial Ltd. | 0.00% | New | 6,300 | $245K |
| SBI Securities Co., Ltd. | 0.01% | Add +43.1% | 6,259 | $243K |
| Sigma Planning Corp | 0.01% | New | 6,042 | $235K |
| J. Safra Sarasin Holding AG | 0.00% | New | 6,000 | $233K |
| Vontobel Holding Ltd. | 0.00% | New | 5,800 | $225K |
| Moors & Cabot, Inc. | 0.01% | New | 5,730 | $223K |
| Mariner, LLC | 0.00% | New | 5,689 | $221K |
| American Trust | 0.02% | New | 5,401 | $210K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,287 | $205K |
| Tidal Investments LLC | 0.00% | New | 5,246 | $204K |
| Private Advisor Group, LLC | 0.00% | New | 5,199 | $202K |
| Van Eck Associates Corp. | 0.00% | Add +24.6% | 4,976 | $193K |
| Lazard Asset Management LLC | 0.00% | New | 4,321 | $167K |
| US Bancorp \de | 0.00% | Reduce -27.0% | 3,886 | $151K |
| MCF Advisors LLC | 0.01% | No change | 3,564 | $138K |
| Walleye Capital LLC | 0.00% | Reduce -90.0% | 3,427 | $133K |
| Total Investment Management Inc. | 0.02% | New | 3,400 | $132K |
| JTC Employer Solutions Trustee Ltd | 0.01% | New | 2,694 | $105K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +43.3% | 2,646 | $103K |
| Deutsche Bank AG | 0.00% | Add +478.2% | 2,417 | $94K |
| AlphaQuest LLC | 0.01% | Reduce -20.3% | 2,232 | $87K |
| Ulland Investment Advisors, LLC | 0.07% | Add +45.9% | 2,225 | $86K |
| Private Trust Co. NA | 0.01% | Add +10.0% | 2,200 | $85K |
| Crewe Advisors LLC | 0.01% | Reduce -0.4% | 1,900 | $74K |
| Rhumbline Advisers | 0.00% | No change | 1,769 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.0% | 1,765 | $69K |
| KBC Group NV | 0.00% | New | 1,699 | $66K |
| NewEdge Advisors, LLC | 0.00% | Add +81.5% | 1,276 | $50K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,200 | $47K |
| Vega Investment Solutions | 0.01% | Reduce -46.5% | 1,101 | $43K |
| Wexford Capital LP | 0.01% | New | 1,054 | $41K |
| Pingora Partners LLC | 0.03% | No change | 1,000 | $39K |
| Gables Capital Management Inc. | 0.02% | New | 1,000 | $39K |
| Arax Advisory Partners | 0.00% | Add +233.3% | 1,000 | $39K |
| Clearstead Advisors, LLC | 0.00% | Reduce -6.2% | 1,000 | $39K |
| Concord Wealth Partners | 0.01% | No change | 889 | $35K |
| AdvisorNet Financial, Inc | 0.00% | New | 828 | $32K |
| IAG Wealth Partners, LLC | 0.00% | New | 820 | $32K |
| NFSG Corp | 0.01% | No change | 800 | $31K |
| IFP Advisors, Inc | 0.00% | Add +24.9% | 772 | $30K |
| Rothschild Investment LLC | 0.00% | Reduce -41.7% | 700 | $27K |
| SRH Advisors, LLC | 0.01% | No change | 650 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 596 | $23K |
| Alerus Financial NA | 0.00% | New | 572 | $22K |
| Hanson & Doremus Investment Management | 0.00% | No change | 576 | $22K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 465 | $18K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +191.3% | 437 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 400 | $16K |
| Allworth Financial LP | 0.00% | Add +491.1% | 331 | $13K |
| Signaturefd, LLC | 0.00% | Add +27.1% | 328 | $13K |
| Brooklyn Investment Group | 0.00% | Reduce -23.2% | 271 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +173.2% | 265 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 254 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 252 | $10K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 204 | $8K |
| Evolution Wealth Management Inc. | 0.01% | — | 200 | $8K |
| NewSquare Capital LLC | 0.00% | No change | 200 | $8K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $8K |
| IFS Advisors, LLC | 0.01% | No change | 182 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | New | 170 | $7K |
| Clearstead Trust, LLC | 0.00% | No change | 173 | $7K |
| Harbour Investments, Inc. | 0.00% | Add +2.6% | 157 | $6K |
| West Financial Advisors, LLC | 0.00% | No change | 150 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 125 | $5K |
| Rialto Wealth Management, LLC | 0.00% | No change | 120 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 113 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 100 | $4K |
| BankPlus Trust Department | 0.00% | No change | 100 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 100 | $4K |
| Eastern Bank | 0.00% | No change | 100 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 82 | $3K |
| CI Investments Inc. | 0.00% | Reduce -3.9% | 74 | $3K |
| Essential Partners LLC | 0.00% | — | 68 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 68 | $3K |
| Toth Financial Advisory Corp. | 0.00% | New | 65 | $3K |
| MAI Capital Management | 0.00% | No change | 60 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 53 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 44 | $2K |
| Curio Wealth, LLC | 0.00% | New | 40 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 37 | $1K |
| Pacer Advisors, Inc. | 0.00% | Reduce -48.5% | 35 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -51.4% | 34 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 32 | $1K |
| Assetmark, Inc. | 0.00% | New | 31 | $1K |
| Investors Research Corp | 0.00% | Reduce -25.0% | 30 | $1K |
| Kilter Group LLC | 0.00% | New | 29 | $1K |
| Financial Connections Group, Inc. | 0.00% | New | 40 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 36 | $1K |
| Stephens Consulting, LLC | 0.00% | No change | 25 | $972 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 17 | $936 |
| Rise Advisors, LLC | 0.00% | New | 22 | $855 |
| Clean Yield Group | 0.00% | No change | 20 | $777 |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 20 | $777 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 17 | $660 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 16 | $622 |
| Addison Advisors LLC | 0.00% | No change | 5 | $195 |
| Fifth Third Bancorp | 0.00% | Reduce -87.5% | 5 | $194 |
| Legacy Investment Solutions, LLC | 0.00% | — | 3 | $117 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 3 | $117 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $117 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 3 | $0 |
| Avion Wealth | 0.00% | New | 23 | $0 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.