SymboticSYM
13F holders, Q3 2025 (September 30)335holders +56
96new positions
37sold out
7famous investors
$53.93avg. 13F price*
At the end of Q3 2025, 335 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 56 from Q2 2025. 96 opened new positions and 37 sold out. The largest holders were Softbank Group Corp. ($2.1B), Walmart Inc. ($808.5M) and Baillie Gifford & Co. ($683.7M). 7 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $112.1M |
| Exits | 37 | $41.1M |
All 13F filers, Q2 2025 → Q3 2025: 6,733,612 shares bought and 5,082,389 shares sold, net +1,651,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| Softbank Group Corp. | 8.27% | No change | 39,825,312 | $2.1B |
| Walmart Inc. | 88.89% | No change | 15,000,000 | $808.5M |
| Baillie Gifford & Co. | 0.51% | Reduce -5.6% | 12,683,739 | $683.7M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $490.0M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 4,695,021 | $253.1M |
| Tidal Investments LLC | 0.43% | Add +35573.5% | 1,871,430 | $100.9M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 1,365,361 | $73.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Reduce -2.0% | 1,294,855 | $69.8M |
| UBS Group AG | 0.01% | Add +22.3% | 1,105,770 | $59.6M |
| BlackRock, Inc. | 0.00% | Add +8.0% | 1,066,961 | $57.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.0% | 902,725 | $48.7M |
| Bank of America Corp. | 0.00% | Add +92.0% | 793,069 | $42.7M |
| Renaissance Technologies | 0.05% | Add +77.8% | 727,900 | $39.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | New | 590,300 | $34.3M |
| Geode Capital Management, LLC | 0.00% | Add +12.9% | 622,520 | $33.6M |
| ARK Investment Management | 0.19% | Add +32.4% | 589,887 | $31.8M |
| Amanah Holdings Trust | 5.49% | No change | 510,000 | $27.5M |
| TCW Group Inc. | 0.23% | Reduce -16.5% | 506,102 | $27.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 424,725 | $22.9M |
| Hood River Capital Management LLC | 0.27% | Reduce -0.6% | 422,210 | $22.8M |
| State Street Corp. | 0.00% | Add +23.4% | 360,787 | $19.4M |
| First Trust Advisors LP | 0.01% | Add +25.6% | 351,021 | $18.9M |
| S Squared Technology, LLC | 7.17% | Reduce -27.1% | 350,000 | $18.9M |
| Exchange Traded Concepts, LLC | 0.18% | Reduce -31.3% | 347,075 | $18.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -4.1% | 292,977 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +24.1% | 286,697 | $15.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -5.7% | 285,630 | $15.4M |
| Legal & General Group Plc | 0.00% | Reduce -29.7% | 276,879 | $14.9M |
| Handelsbanken Fonder AB | 0.05% | Add +626.4% | 274,178 | $14.8M |
| Franklin Resources Inc. | 0.00% | Add +3188.8% | 274,155 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.5% | 257,785 | $13.9M |
| Thematics Asset Management | 0.62% | Reduce -58.2% | 255,465 | $13.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -35.6% | 249,416 | $13.4M |
| Verition Fund Management LLC | 0.07% | Add +86.7% | 231,753 | $12.5M |
| Voloridge Investment Management, LLC | 0.04% | New | 229,620 | $12.4M |
| Tudor Investment Corporation | 0.08% | New | 222,554 | $12.0M |
| AXA Investment Managers S.A. | 0.03% | — | 220,931 | $11.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 217,714 | $11.7M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 210,703 | $11.4M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -9.6% | 201,741 | $10.9M |
| Frontier Capital Management Co. LLC | 0.09% | Reduce -65.2% | 193,285 | $10.4M |
| Millennium Management | 0.01% | Add +48.7% | 184,986 | $10.0M |
| LPL Financial LLC | 0.00% | Add +98.9% | 182,472 | $9.8M |
| Invesco Ltd. | 0.00% | Reduce -56.0% | 133,692 | $7.2M |
| Two Sigma Advisers, LP | 0.01% | Add +1940.6% | 130,600 | $7.0M |
| Northern Trust Corp. | 0.00% | Add +10.7% | 128,691 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -2.8% | 127,638 | $6.9M |
| Zevenbergen Capital Investments LLC | 0.12% | Reduce -20.2% | 113,050 | $6.1M |
| Slow Capital, Inc. | 0.68% | New | 107,502 | $5.8M |
| DDD Partners, LLC | 0.35% | Reduce -10.0% | 103,611 | $5.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | New | 95,872 | $5.2M |
| Sei Investments Co. | 0.01% | Add +5.1% | 95,141 | $5.1M |
| Swiss National Bank | 0.00% | Add +2.7% | 95,100 | $5.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.34% | Add +156.7% | 93,751 | $5.1M |
| Bourne Lent Asset Management Inc. | 1.69% | No change | 88,360 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.4% | 88,185 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.3% | 90,735 | $4.6M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Add +1.1% | 81,620 | $4.4M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.69% | Reduce -35.6% | 78,225 | $4.2M |
| Bridgewater Associates | 0.02% | New | 77,620 | $4.2M |
| Register Financial Advisors LLC | 1.64% | Reduce -23.3% | 77,242 | $4.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.1% | 74,115 | $4.0M |
| SG Americas Securities, LLC | 0.01% | Add +405.7% | 73,956 | $4.0M |
| Robocap Asset Management Ltd | 2.49% | Reduce -23.9% | 72,574 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -24.6% | 72,160 | $3.9M |
| Voleon Capital Management LP | 0.09% | New | 71,794 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +31.5% | 67,410 | $3.6M |
| FMR LLC | 0.00% | Reduce -19.3% | 61,004 | $3.3M |
| 180 Wealth Advisors, LLC | 0.38% | Reduce -1.2% | 57,810 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +10.4% | 56,224 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -26.6% | 55,906 | $3.0M |
| Legacy Capital Wealth Partners, LLC | 0.62% | No change | 53,174 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -54.4% | 52,217 | $2.8M |
| California State Teachers Retirement System | 0.00% | No change | 51,622 | $2.8M |
| Legato Capital Management LLC | 0.30% | New | 51,000 | $2.7M |
| Wolverine Trading, LLC | 0.05% | Add +16.7% | 49,005 | $2.6M |
| Mutual Advisors, LLC | 0.05% | New | 35,612 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -23.9% | 44,796 | $2.4M |
| Bouvel Investment Partners, LLC | 0.73% | Add +0.8% | 44,479 | $2.4M |
| Engineers Gate Manager LP | 0.03% | New | 44,239 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.18% | Reduce -42.4% | 44,164 | $2.4M |
| Tanaka Capital Management Inc. | 4.22% | — | 43,454 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +9.9% | 42,720 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.6% | 40,675 | $2.2M |
| Marathon Capital Management | 0.49% | Reduce -62.8% | 39,515 | $2.1M |
| Aquatic Capital Management LLC | 0.04% | New | 39,407 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +32.4% | 37,077 | $2.0M |
| AQR Capital Management | 0.00% | Add +10.1% | 36,138 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -62.2% | 35,625 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.8% | 35,368 | $1.9M |
| Grove Street Fiduciary, LLC | 0.89% | Add +314.4% | 35,000 | $1.9M |
| PDT Partners, LLC | 0.12% | Reduce -0.1% | 33,878 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.66% | Reduce -0.1% | 28,638 | $1.8M |
| Cherry Creek Investment Advisors, Inc. | 0.77% | New | 33,005 | $1.8M |
| Empowered Funds, LLC | 0.02% | Add +13.4% | 31,750 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -42.8% | 31,132 | $1.7M |
| Barton Investment Management | 0.17% | New | 30,425 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +248.6% | 29,588 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +16.0% | 29,500 | $1.6M |
| M&T Bank Corp | 0.01% | Add +10.1% | 27,372 | $1.5M |
| Retirement Planning Co of New England, Inc. | 0.58% | Reduce -16.8% | 26,584 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.9% | 26,556 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 26,057 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.1% | 24,700 | $1.3M |
| Group One Trading LLC | 0.04% | Reduce -36.3% | 23,357 | $1.3M |
| Amundi | 0.00% | Reduce -75.0% | 18,078 | $1.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +0.3% | 22,439 | $1.2M |
| Spire Wealth Management | 0.04% | Add +13.0% | 21,927 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Add +22.3% | 21,280 | $1.1M |
| Element Squared LLC | 0.65% | New | 21,081 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.25% | New | 21,000 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.6% | 19,738 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.4% | 18,959 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 18,407 | $992K |
| Walleye Capital LLC | 0.01% | Add +436.9% | 18,398 | $992K |
| Oddo BHF Asset Management Sas | 0.04% | New | 17,261 | $930K |
| State of Wisconsin Investment Board | 0.00% | New | 15,874 | $856K |
| Prospera Financial Services Inc | 0.01% | Reduce -32.2% | 15,022 | $810K |
| Arizona State Retirement System | 0.00% | Add +2.6% | 14,512 | $782K |
| Pathstone Holdings, LLC | 0.00% | New | 14,512 | $782K |
| XTX Topco Ltd | 0.04% | New | 14,428 | $778K |
| Envestnet Asset Management Inc. | 0.00% | New | 14,297 | $771K |
| Greenwood Gearhart LLC | 0.04% | No change | 14,217 | $766K |
| CoreCap Advisors, LLC | 0.03% | Add +17.0% | 14,140 | $762K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +28.8% | 13,718 | $739K |
| Vident Advisory, LLC | 0.01% | Add +19.4% | 13,513 | $728K |
| Arkadios Wealth Advisors | 0.02% | Reduce -11.1% | 13,145 | $709K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -24.9% | 12,975 | $699K |
| Marex Group Ltd | 0.01% | New | 12,422 | $669K |
| Boothbay Fund Management, LLC | 0.02% | New | 12,330 | $665K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 11,598 | $625K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -19.6% | 11,359 | $612K |
| Freemont Management S.A. | 0.47% | Reduce -88.3% | 11,200 | $604K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +30.4% | 11,139 | $600K |
| Cwm, LLC | 0.00% | Reduce -2.4% | 11,091 | $598K |
| Versor Investments LP | 0.10% | New | 10,429 | $562K |
| Green Alpha Advisors, LLC | 0.54% | New | 10,334 | $557K |
| FORA Capital, LLC | 0.10% | Add +0.8% | 10,060 | $542K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,000 | $539K |
| D. E. Shaw & Co. | 0.00% | Reduce -97.6% | 9,975 | $538K |
| Captrust Financial Advisors | 0.00% | Reduce -6.1% | 9,939 | $536K |
| Scientech Research LLC | 0.19% | Reduce -60.7% | 9,895 | $533K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 9,826 | $530K |
| Central Pacific Bank - Trust Division | 0.06% | New | 9,551 | $515K |
| Rakuten Securities, Inc. | 0.19% | Add +7.0% | 9,430 | $508K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -26.7% | 9,403 | $507K |
| Riverbridge Partners LLC | 0.01% | No change | 9,219 | $497K |
| Mark Sheptoff Financial Planning, LLC | 0.23% | New | 9,050 | $488K |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,020 | $486K |
| Intergy Private Wealth, LLC | 0.15% | Reduce -31.3% | 9,000 | $485K |
| 1832 Asset Management L.P. | 0.00% | Reduce -82.3% | 9,000 | $485K |
| Hunter Associates Investment Management LLC | 0.07% | Reduce -2.7% | 8,975 | $485K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -13.3% | 8,990 | $485K |
| Kovack Advisors, Inc. | 0.05% | New | 8,977 | $484K |
| Veracity Capital LLC | 0.15% | New | 8,706 | $469K |
| SBI Securities Co., Ltd. | 0.01% | Add +38.1% | 8,645 | $466K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -29.4% | 8,612 | $464K |
| Somerset Trust Co | 0.14% | Reduce -8.4% | 8,479 | $457K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -30.3% | 8,387 | $452K |
| Polen Capital Management LLC | 0.00% | Reduce -58.1% | 8,385 | $452K |
| Natixis | 0.00% | Reduce -81.4% | 8,310 | $448K |
| Leonteq Securities AG | 0.02% | Reduce -14.0% | 7,946 | $428K |
| Mariner, LLC | 0.00% | Add +39.3% | 7,923 | $427K |
| Jones Financial Companies LLLP | 0.00% | Add +20.5% | 8,034 | $419K |
| Focus Partners Wealth | 0.00% | New | 7,698 | $417K |
| Fortis Group Advisors, LLC | 0.07% | Reduce -31.0% | 5,097 | $413K |
| Regal Partners Ltd | 0.03% | New | 7,538 | $406K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.1% | 7,412 | $400K |
| Integrity Alliance, Llc. | 0.02% | New | 7,206 | $388K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 7,200 | $388K |
| Stonegate Investment Group, LLC | 0.01% | Add +0.4% | 7,036 | $379K |
| MML Investors Services, LLC | 0.00% | Reduce -28.4% | 6,850 | $369K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -50.7% | 5,269 | $361K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -24.2% | 6,640 | $358K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 6,627 | $357K |
| Teacher Retirement System of Texas | 0.00% | Reduce -12.8% | 6,380 | $344K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.6% | 6,379 | $344K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +20.2% | 6,355 | $343K |
| D.A. Davidson & Co. | 0.00% | New | 6,332 | $341K |
| Ieq Capital, LLC | 0.00% | Add +0.2% | 6,307 | $340K |
| Phoenix Financial Ltd. | 0.00% | No change | 6,300 | $340K |
| SlateStone Wealth, LLC | 0.03% | Reduce -1.6% | 6,295 | $339K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 6,269 | $338K |
| Private Advisor Group, LLC | 0.00% | Add +19.1% | 6,191 | $334K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -15.7% | 6,179 | $333K |
| Darden Wealth Group Inc | 0.17% | New | 6,150 | $331K |
| Sigma Planning Corp | 0.01% | Reduce -1.5% | 5,953 | $321K |
| Van Eck Associates Corp. | 0.00% | Add +17.2% | 5,830 | $314K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,800 | $313K |
| RDA Financial Network | 0.08% | New | 5,777 | $311K |
| Wellington Shields & Co., LLC | 0.08% | New | 5,750 | $310K |
| Calton & Associates, Inc. | 0.05% | Reduce -33.0% | 5,699 | $307K |
| IHT Wealth Management, LLC | 0.01% | New | 5,547 | $299K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5,487 | $296K |
| Algert Global LLC | 0.00% | New | 5,440 | $293K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 5,356 | $289K |
| Private Trust Co. NA | 0.03% | Add +138.6% | 5,250 | $283K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -62.5% | 5,159 | $278K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.0% | 5,100 | $275K |
| Palumbo Wealth Management LLC | 0.09% | New | 5,095 | $275K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.3% | 4,910 | $265K |
| Global Retirement Partners, LLC | 0.01% | Reduce -34.0% | 4,748 | $256K |
| Carr Financial Group Corp | 0.07% | New | 4,600 | $248K |
| MWA Asset Management | 0.13% | New | 4,520 | $244K |
| Waverly Advisors, LLC | 0.00% | New | 4,513 | $243K |
| Cresset Asset Management, LLC | 0.00% | Reduce -30.0% | 4,462 | $241K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +61.3% | 4,269 | $230K |
| Hodges Capital Management Inc. | 0.02% | Reduce -39.7% | 4,250 | $229K |
| Creative Planning | 0.00% | New | 4,241 | $229K |
| Patten Group, Inc. | 0.04% | New | 4,230 | $228K |
| Midwest Professional Planners, LTD. | 0.06% | New | 4,204 | $227K |
| World Equity Group, Inc. | 0.05% | New | 4,175 | $225K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.7% | 4,169 | $225K |
| DNB Asset Management AS | 0.00% | New | 4,159 | $224K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 4,068 | $219K |
| Jain Global LLC | 0.00% | New | 4,006 | $216K |
| Addison Capital Co | 0.06% | New | 4,000 | $216K |
| TD Asset Management Inc | 0.00% | New | 3,854 | $208K |
| Navis Wealth Advisors, LLC | 0.15% | New | 3,822 | $206K |
| Oak Associates Ltd. | 0.01% | New | 3,808 | $205K |
| New Republic Capital, LLC | 0.06% | New | 3,771 | $203K |
| Wellington Shields Capital Management, LLC | 0.03% | New | 3,581 | $193K |
| MCF Advisors LLC | 0.01% | No change | 3,564 | $192K |
| Advisory Services Network, LLC | 0.00% | New | 3,193 | $172K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -59.1% | 3,102 | $167K |
| Asset Management One Co., Ltd. | 0.00% | New | 2,942 | $159K |
| Quantbot Technologies LP | 0.00% | New | 2,853 | $154K |
| Deutsche Bank AG | 0.00% | Add +15.8% | 2,799 | $151K |
| Farther Finance Advisors, LLC | 0.00% | Add +53.2% | 2,704 | $146K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,694 | $145K |
| US Bancorp \de | 0.00% | Reduce -33.7% | 2,577 | $139K |
| NewEdge Advisors, LLC | 0.00% | Add +101.1% | 2,566 | $138K |
| AlphaQuest LLC | 0.01% | Add +12.9% | 2,519 | $136K |
| Gables Capital Management Inc. | 0.05% | Add +100.0% | 2,000 | $108K |
| Hollencrest Capital Management | 0.00% | New | 2,000 | $108K |
| Allworth Financial LP | 0.00% | Add +504.2% | 2,000 | $108K |
| Crewe Advisors LLC | 0.01% | No change | 1,900 | $102K |
| CIBC Private Wealth Group LLC | 0.00% | Add +209.7% | 1,846 | $99K |
| Rhumbline Advisers | 0.00% | No change | 1,769 | $95K |
| KBC Group NV | 0.00% | No change | 1,699 | $92K |
| Once Capital Management, LLC | 0.02% | New | 1,700 | $92K |
| IFP Advisors, Inc | 0.00% | Add +96.4% | 1,516 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,500 | $81K |
| Vestcor Inc | 0.00% | New | 1,419 | $76K |
| Centerpoint Advisors, LLC | 0.02% | Add +16.7% | 1,400 | $75K |
| IAG Wealth Partners, LLC | 0.01% | Add +65.1% | 1,354 | $73K |
| Comerica Bank | 0.00% | Reduce -84.6% | 1,141 | $62K |
| Fifth Third Bancorp | 0.00% | Add +20000.0% | 1,005 | $54K |
| Pingora Partners LLC | 0.04% | No change | 1,000 | $54K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,000 | $54K |
| Concord Wealth Partners | 0.01% | No change | 889 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 838 | $45K |
| NFSG Corp | 0.01% | No change | 800 | $43K |
| Strategic Advocates LLC | 0.01% | New | 770 | $42K |
| Ameriflex Group, Inc. | 0.01% | Add +1500.0% | 704 | $38K |
| SRH Advisors, LLC | 0.01% | Add +2.8% | 668 | $36K |
| Hanson & Doremus Investment Management | 0.00% | No change | 576 | $31K |
| MAI Capital Management | 0.00% | Add +833.3% | 560 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.0% | 479 | $26K |
| Principal Securities, Inc. | 0.00% | New | 439 | $24K |
| Larson Financial Group LLC | 0.00% | New | 410 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +149.7% | 392 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +39.6% | 370 | $20K |
| Arax Advisory Partners | 0.00% | Reduce -63.1% | 369 | $20K |
| Toth Financial Advisory Corp. | 0.00% | Add +415.4% | 335 | $18K |
| Signaturefd, LLC | 0.00% | No change | 328 | $18K |
| Wolff Wiese Magana LLC | 0.01% | New | 300 | $16K |
| Parkside Financial Bank & Trust | 0.00% | New | 268 | $14K |
| Financial Freedom, LLC | 0.01% | No change | 254 | $14K |
| Nemes Rush Group LLC | 0.00% | No change | 252 | $14K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $13K |
| Adirondack Trust Co. | 0.00% | New | 217 | $12K |
| Front Row Advisors LLC | 0.00% | New | 200 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -50.0% | 200 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -71.4% | 200 | $11K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | New | 185 | $10K |
| IFS Advisors, LLC | 0.01% | No change | 182 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 173 | $9K |
| West Financial Advisors, LLC | 0.00% | No change | 150 | $8K |
| Wealthspire Advisors, LLC | 0.00% | New | 147 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -20.6% | 135 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 100 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -37.3% | 128 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 125 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 120 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 112 | $6K |
| CI Investments Inc. | 0.00% | Add +62.2% | 120 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $5K |
| Hurley Capital, LLC | 0.00% | New | 100 | $5K |
| BankPlus Trust Department | 0.00% | No change | 100 | $5K |
| ORG Partners LLC | 0.00% | New | 100 | $5K |
| Stone House Investment Management, LLC | 0.00% | New | 100 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 100 | $5K |
| Eastern Bank | 0.00% | No change | 100 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 82 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +11.8% | 76 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +94.4% | 70 | $4K |
| Essential Partners LLC | 0.00% | No change | 68 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +18.9% | 63 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 62 | $3K |
| HighMark Wealth Management LLC | 0.00% | New | 56 | $3K |
| Barrett & Company, Inc. | 0.00% | New | 50 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $3K |
| Kilter Group LLC | 0.00% | Add +41.4% | 41 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $2K |
| Pacer Advisors, Inc. | 0.00% | Add +11.4% | 39 | $2K |
| Financial Connections Group, Inc. | 0.00% | No change | 40 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 34 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 32 | $2K |
| Barclays PLC | 0.00% | Reduce -99.7% | 31 | $2K |
| Investors Research Corp | 0.00% | No change | 30 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Add +17.6% | 20 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -16.1% | 26 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 25 | $1K |
| Stephens Consulting, LLC | 0.00% | No change | 25 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 22 | $1K |
| Clean Yield Group | 0.00% | No change | 20 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 20 | $1K |
| Avion Wealth | 0.00% | No change | 23 | $1K |
| CX Institutional | 0.00% | New | 25 | $1K |
| Manchester Capital Management LLC | 0.00% | New | 11 | $593 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.7% | 10 | $539 |
| Root Financial Partners, LLC | 0.00% | New | 8 | $431 |
| True Wealth Design, LLC | 0.00% | Add +133.3% | 7 | $378 |
| JFS Wealth Advisors, LLC | 0.00% | New | 7 | $378 |
| SWAN Capital LLC | 0.00% | New | 7 | $377 |
| Accredited Wealth Management, LLC | 0.00% | New | 1,423 | $270 |
| Addison Advisors LLC | 0.00% | No change | 5 | $270 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 3 | $162 |
| Seneschal Advisors, LLC | 0.00% | New | 2 | $108 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| FNY Investment Advisers, LLC | 0.00% | New | 14 | $0 |
| Hemington Wealth Management | 0.00% | New | 12 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.