SymboticSYM
13F holders, Q4 2025 (December 31)403holders +68
93new positions
44sold out
8famous investors
$48.64avg. 13F price*
At the end of Q4 2025, 403 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 68 from Q3 2025. 93 opened new positions and 44 sold out. The largest holders were Softbank Group Corp. ($2.4B), Walmart Inc. ($892.5M) and Baillie Gifford & Co. ($740.2M). 8 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $329.9M |
| Exits | 44 | $57.6M |
All 13F filers, Q3 2025 → Q4 2025: 43,167,613 shares bought and 8,662,317 shares sold, net +34,505,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| Softbank Group Corp. | 15.32% | No change | 39,825,312 | $2.4B |
| Walmart Inc. | 91.60% | No change | 15,000,000 | $892.5M |
| Baillie Gifford & Co. | 0.62% | Reduce -1.9% | 12,441,000 | $740.2M |
| Vanguard Group Inc. | 0.01% | Add +47.6% | 6,932,158 | $412.5M |
| SVF Sponsor III (DE) LLC | 100.00% | Reduce -38.5% | 5,590,000 | $332.6M |
| Morgan Stanley | 0.01% | Add +85.4% | 2,530,874 | $150.6M |
| JPMorgan Chase & Co. | 0.01% | Add +8244.7% | 2,174,372 | $129.4M |
| FMR LLC | 0.01% | Add +2706.5% | 1,712,079 | $101.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +2.9% | 1,331,765 | $79.3M |
| BlackRock, Inc. | 0.00% | Add +18.2% | 1,261,539 | $75.1M |
| Bank of America Corp. | 0.01% | Add +53.3% | 1,215,529 | $72.3M |
| Ghisallo Capital Management LLC | 2.81% | New | 1,059,400 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +5.5% | 952,118 | $56.7M |
| Renaissance Technologies | 0.08% | Add +24.4% | 905,700 | $53.9M |
| UBS Group AG | 0.01% | Reduce -18.6% | 900,474 | $53.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +238.5% | 872,600 | $51.9M |
| Citadel Advisors | 0.03% | New | 832,009 | $49.5M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +23.1% | 726,411 | $47.1M |
| Geode Capital Management, LLC | 0.00% | Add +16.8% | 727,309 | $43.3M |
| Jane Street Group, LLC | 0.05% | New | 714,250 | $42.5M |
| Two Sigma Investments, LP | 0.07% | Add +186.0% | 713,306 | $42.4M |
| ARK Investment Management | 0.25% | Add +9.0% | 642,913 | $38.3M |
| Navis Wealth Advisors, LLC | 15.63% | Add +682360.6% | 26,083,643 | $36.9M |
| Marshall Wace, LLP | 0.03% | New | 571,381 | $34.0M |
| TCW Group Inc. | 0.24% | Add +11.2% | 562,560 | $33.5M |
| State Street Corp. | 0.00% | Add +34.9% | 486,716 | $29.0M |
| Burkehill Global Management, LP | 1.95% | New | 475,000 | $28.3M |
| Hood River Capital Management LLC | 0.30% | Add +7.5% | 453,992 | $27.0M |
| Franklin Resources Inc. | 0.01% | Add +59.7% | 437,795 | $26.0M |
| First Trust Advisors LP | 0.02% | Add +20.7% | 423,633 | $25.2M |
| Handelsbanken Fonder AB | 0.08% | Add +54.3% | 423,020 | $25.2M |
| Two Sigma Advisers, LP | 0.05% | Add +214.7% | 411,000 | $24.5M |
| Lord, Abbett & Co. LLC | 0.08% | New | 400,000 | $23.8M |
| Trexquant Investment LP | 0.21% | New | 395,407 | $23.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +21.4% | 347,944 | $20.7M |
| BNP Paribas Financial Markets | 0.01% | Add +15.7% | 330,320 | $19.7M |
| Exchange Traded Concepts, LLC | 0.16% | Reduce -5.7% | 327,179 | $19.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -5.4% | 277,138 | $16.5M |
| Millennium Management | 0.01% | Add +47.3% | 272,387 | $16.2M |
| S Squared Technology, LLC | 6.09% | Reduce -24.5% | 264,126 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -9.8% | 249,897 | $14.9M |
| LPL Financial LLC | 0.00% | Add +19.5% | 218,029 | $13.0M |
| Voleon Capital Management LP | 0.25% | Add +170.4% | 194,161 | $11.6M |
| Northern Trust Corp. | 0.00% | Add +36.3% | 175,447 | $10.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -21.2% | 171,593 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -27.7% | 152,294 | $9.1M |
| Blair William & Co. | 0.02% | Reduce -2.9% | 123,937 | $7.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.50% | Add +30.7% | 122,554 | $7.3M |
| Slow Capital, Inc. | 0.87% | Add +13.9% | 122,495 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Add +131.6% | 120,933 | $7.2M |
| Sei Investments Co. | 0.01% | Add +25.5% | 119,396 | $7.1M |
| Aquatic Capital Management LLC | 0.20% | Add +199.8% | 118,135 | $7.0M |
| Verition Fund Management LLC | 0.04% | Reduce -50.7% | 114,336 | $6.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +20620.3% | 99,250 | $6.8M |
| Invesco Ltd. | 0.00% | Reduce -18.7% | 108,717 | $6.5M |
| Tudor Investment Corporation | 0.04% | Reduce -52.7% | 105,326 | $6.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 105,269 | $6.3M |
| Swiss National Bank | 0.00% | Add +3.9% | 98,800 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.9% | 90,731 | $5.4M |
| Zevenbergen Capital Investments LLC | 0.12% | Reduce -21.5% | 88,750 | $5.3M |
| Bourne Lent Asset Management Inc. | 1.75% | Add +0.2% | 88,560 | $5.3M |
| Man Group plc | 0.01% | New | 87,872 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +30.1% | 87,668 | $5.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.2% | 86,120 | $5.1M |
| Bridgewater Associates | 0.02% | Add +6.4% | 82,555 | $4.9M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | No change | 81,620 | $4.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | Reduce -21.0% | 75,701 | $4.5M |
| Seven Grand Managers, LLC | 0.34% | New | 75,000 | $4.5M |
| Capital Fund Management S.A. | 0.04% | New | 74,330 | $4.4M |
| Picton Mahoney Asset Management | 0.05% | New | 72,583 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -83.3% | 70,866 | $4.2M |
| Advisors Asset Management, Inc. | 0.07% | Add +23.1% | 69,214 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -9.7% | 65,156 | $3.9M |
| Amundi | 0.00% | Add +256.4% | 64,421 | $3.8M |
| Register Financial Advisors LLC | 1.37% | Reduce -23.2% | 59,292 | $3.5M |
| 180 Wealth Advisors, LLC | 0.39% | Reduce -0.2% | 57,707 | $3.4M |
| Quantbot Technologies LP | 0.11% | Add +1899.8% | 57,053 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +451.9% | 55,052 | $3.3M |
| Legacy Capital Wealth Partners, LLC | 0.68% | No change | 53,174 | $3.2M |
| Citigroup Inc. | 0.00% | Add +18.6% | 53,110 | $3.2M |
| Legato Capital Management LLC | 0.26% | No change | 51,000 | $3.0M |
| Simplex Trading, LLC | 0.08% | New | 49,607 | $3.0M |
| HRT Financial LP | 0.01% | New | 45,402 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.6% | 44,778 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -13.6% | 44,611 | $2.7M |
| Bouvel Investment Partners, LLC | 0.76% | Reduce -0.4% | 44,282 | $2.6M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.00% | Reduce -43.5% | 44,175 | $2.6M |
| Tanaka Capital Management Inc. | 4.71% | Reduce -0.2% | 43,354 | $2.6M |
| DDD Partners, LLC | 0.16% | Reduce -58.4% | 43,134 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -78.7% | 42,958 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 42,783 | $2.5M |
| AQR Capital Management | 0.00% | Add +15.6% | 41,769 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.4% | 41,522 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 40,742 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.23% | Reduce -7.8% | 40,740 | $2.4M |
| Marathon Capital Management | 0.51% | Add +0.1% | 39,570 | $2.4M |
| Walleye Capital LLC | 0.01% | Add +108.1% | 38,292 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.1% | 35,561 | $2.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0.69% | Add +0.1% | 28,668 | $2.0M |
| Freemont Management S.A. | 0.39% | Add +197.3% | 33,300 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -10.6% | 33,136 | $2.0M |
| Black Swift Group, LLC | 0.33% | New | 33,125 | $2.0M |
| Barton Investment Management | 0.20% | Add +0.8% | 30,658 | $1.8M |
| Cherry Creek Investment Advisors, Inc. | 0.78% | Reduce -7.2% | 30,622 | $1.8M |
| Algert Global LLC | 0.03% | Add +453.1% | 30,090 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.8% | 30,025 | $1.8M |
| Barclays PLC | 0.00% | Add +91225.8% | 28,311 | $1.7M |
| Mariner, LLC | 0.00% | Add +256.6% | 28,254 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 28,010 | $1.7M |
| Empowered Funds, LLC | 0.03% | Reduce -11.9% | 27,957 | $1.7M |
| UNICOM Systems, Inc. | 0.16% | New | 27,147 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | Add +275.2% | 27,036 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +76.9% | 26,574 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | New | 26,572 | $1.6M |
| Grove Street Fiduciary, LLC | 0.66% | Reduce -24.3% | 26,500 | $1.6M |
| M&T Bank Corp | 0.00% | Reduce -5.9% | 25,745 | $1.5M |
| Twinbeech Capital LP | 0.11% | New | 25,464 | $1.5M |
| Walleye Trading LLC | 0.02% | New | 25,458 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +112.6% | 24,661 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.5% | 24,038 | $1.4M |
| Headlands Technologies LLC | 0.12% | New | 23,515 | $1.4M |
| Spire Wealth Management | 0.05% | Add +6.7% | 23,401 | $1.4M |
| Fieldview Capital Management, LLC | 0.23% | New | 23,198 | $1.4M |
| Fund Advisors of America Inc | 1.26% | — | 23,152 | $1.4M |
| Oxford Asset Management LLP | 0.48% | New | 22,777 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.7% | 22,550 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +13.8% | 22,465 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -30.8% | 21,552 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 21,280 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -51.4% | 20,767 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +9.0% | 20,666 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +41.4% | 20,522 | $1.2M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.06% | — | 20,465 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.0% | 19,886 | $1.2M |
| Arta Finance Wealth Management LLC | 0.57% | — | 18,945 | $1.1M |
| Green Alpha Advisors, LLC | 0.96% | Add +69.9% | 17,557 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +177.6% | 17,187 | $1.0M |
| Brevan Howard Capital Management LP | 0.02% | New | 16,901 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +26.9% | 16,679 | $992K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -32.7% | 15,095 | $979K |
| Retirement Planning Co of New England, Inc. | 0.39% | Reduce -38.3% | 16,395 | $976K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +63.0% | 16,016 | $953K |
| Western Financial Corp | 0.37% | New | 15,821 | $941K |
| Fortis Group Advisors, LLC | 0.15% | Add +231.5% | 16,898 | $919K |
| Proactive Wealth Strategies LLC | 0.35% | New | 14,785 | $880K |
| Greenwood Gearhart LLC | 0.05% | No change | 14,217 | $846K |
| Arizona State Retirement System | 0.00% | Reduce -2.6% | 14,128 | $841K |
| Jump Financial, LLC | 0.01% | New | 13,635 | $811K |
| Darden Wealth Group Inc | 0.39% | Add +119.1% | 13,475 | $802K |
| Nordwand Advisors, LLC | 0.14% | New | 13,435 | $799K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.1% | 13,112 | $780K |
| PDT Partners, LLC | 0.05% | Reduce -62.8% | 12,616 | $751K |
| AlphaCentric Advisors LLC | 0.74% | — | 12,500 | $744K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -58.2% | 12,365 | $743K |
| State of Wisconsin Investment Board | 0.00% | Reduce -22.6% | 12,294 | $731K |
| Vident Advisory, LLC | 0.01% | Reduce -9.1% | 12,282 | $731K |
| Quent Capital, LLC | 0.05% | New | 12,000 | $714K |
| Magnetar Financial LLC | 0.01% | New | 11,466 | $682K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.1% | 11,375 | $677K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,359 | $676K |
| Frontier Capital Management Co. LLC | 0.01% | Reduce -94.2% | 11,298 | $672K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.0% | 10,700 | $637K |
| Rakuten Securities, Inc. | 0.21% | Add +12.7% | 10,630 | $632K |
| Captrust Financial Advisors | 0.00% | Add +6.5% | 10,582 | $630K |
| Hussman Strategic Advisors, Inc. | 0.15% | Reduce -50.0% | 10,500 | $625K |
| Central Pacific Bank - Trust Division | 0.08% | Add +8.1% | 10,328 | $615K |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.6% | 10,243 | $609K |
| Jones Financial Companies LLLP | 0.00% | Add +26.0% | 10,124 | $602K |
| LGL Partners, LLC | 0.25% | New | 10,000 | $595K |
| Clear Creek Financial Management, LLC | 0.05% | New | 9,972 | $593K |
| Versor Investments LP | 0.09% | Reduce -5.1% | 9,900 | $589K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 9,844 | $586K |
| NewEdge Advisors, LLC | 0.00% | Add +278.4% | 9,711 | $578K |
| Veracity Capital LLC | 0.17% | Add +9.6% | 9,538 | $568K |
| SBI Securities Co., Ltd. | 0.01% | Add +9.4% | 9,462 | $563K |
| &partners | 0.00% | New | 9,407 | $560K |
| Havemeyer Place LP | 0.11% | — | 9,344 | $556K |
| Focus Partners Wealth | 0.00% | Add +25.9% | 9,691 | $549K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.1% | 9,203 | $548K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -27.0% | 9,006 | $536K |
| 1832 Asset Management L.P. | 0.00% | No change | 9,000 | $536K |
| Tyche Wealth Partners LLC | 0.08% | No change | 8,990 | $535K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.9% | 8,980 | $534K |
| PharVision Advisers, LLC | 0.27% | New | 8,911 | $530K |
| Natixis | 0.00% | Add +1.6% | 8,445 | $502K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.2% | 8,435 | $502K |
| Circle Wealth Management, LLC | 0.01% | New | 8,357 | $497K |
| Advisory Services Network, LLC | 0.01% | Add +152.1% | 8,048 | $479K |
| Mark Sheptoff Financial Planning, LLC | 0.23% | Reduce -12.2% | 7,950 | $473K |
| Readystate Asset Management LP | 0.04% | New | 7,905 | $470K |
| Hunting Hill Global Capital, LLC | 0.46% | New | 7,876 | $469K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.0% | 6,641 | $468K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.3% | 7,733 | $460K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.2% | 7,731 | $460K |
| Littlejohn Financial Services, Inc. | 0.33% | New | 7,556 | $450K |
| Blueshift Asset Management, LLC | 0.13% | New | 7,553 | $449K |
| Somerset Trust Co | 0.13% | Reduce -13.0% | 7,377 | $439K |
| Addison Capital Co | 0.11% | Add +84.4% | 7,375 | $439K |
| Alchemi Wealth, LLC | 0.23% | — | 7,100 | $422K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -2.6% | 7,015 | $417K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 6,771 | $403K |
| Werlinich Asset Management, LLC | 0.20% | New | 6,683 | $403K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -1.3% | 6,557 | $390K |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 6,545 | $389K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +1.1% | 6,426 | $382K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 6,352 | $378K |
| SlateStone Wealth, LLC | 0.03% | Add +0.2% | 6,305 | $375K |
| Phoenix Financial Ltd. | 0.00% | Reduce -1.6% | 6,200 | $374K |
| Ossiam | 0.01% | New | 6,278 | $374K |
| ExodusPoint Capital Management, LP | 0.00% | New | 5,921 | $352K |
| Laffer Tengler Investments, Inc. | 0.06% | New | 5,898 | $351K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,800 | $345K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.8% | 5,753 | $342K |
| CoreCap Advisors, LLC | 0.01% | Reduce -59.4% | 5,746 | $342K |
| Massar Capital Management, LP | 0.07% | New | 5,738 | $341K |
| Sigma Planning Corp | 0.01% | Reduce -4.2% | 5,703 | $339K |
| Palumbo Wealth Management LLC | 0.08% | Add +11.4% | 5,676 | $338K |
| Osbon Capital Management LLC | 0.31% | — | 5,616 | $334K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -84.3% | 5,603 | $333K |
| Intrepid Financial Planning Group LLC | 0.13% | New | 5,590 | $333K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 5,582 | $332K |
| International Assets Investment Management, LLC | 0.02% | New | 5,544 | $330K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -10.4% | 5,534 | $329K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,356 | $319K |
| Farther Finance Advisors, LLC | 0.00% | Add +95.9% | 5,297 | $315K |
| Private Trust Co. NA | 0.03% | No change | 5,250 | $312K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -63.3% | 5,241 | $312K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 5,201 | $309K |
| Moors & Cabot, Inc. | 0.01% | Add +2.0% | 5,200 | $309K |
| Scientech Research LLC | 0.19% | Reduce -48.2% | 5,130 | $305K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.4% | 5,027 | $303K |
| Kovack Advisors, Inc. | 0.01% | Reduce -44.1% | 5,015 | $298K |
| Waverly Advisors, LLC | 0.00% | Add +10.9% | 5,005 | $298K |
| Zazove Associates LLC | 0.54% | New | 5,000 | $298K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,900 | $292K |
| Leonteq Securities AG | 0.01% | Reduce -40.4% | 4,735 | $282K |
| Midwest Professional Planners, LTD. | 0.07% | Add +12.5% | 4,729 | $281K |
| Polymer Capital Management (US) LLC | 0.04% | New | 4,684 | $279K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,595 | $273K |
| Creative Planning | 0.00% | Add +7.9% | 4,576 | $272K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 4,500 | $271K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.3% | 4,493 | $267K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.1% | 4,413 | $263K |
| CIBC Asset Management Inc | 0.00% | New | 4,375 | $260K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,334 | $258K |
| Polen Capital Management LLC | 0.00% | Reduce -48.7% | 4,298 | $256K |
| Deutsche Bank AG | 0.00% | Add +53.3% | 4,290 | $255K |
| Hodges Capital Management Inc. | 0.02% | No change | 4,250 | $253K |
| Tannin Capital LLC | 0.23% | — | 4,235 | $252K |
| Schroder Investment Management Group | 0.00% | New | 4,144 | $250K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,185 | $249K |
| Squarepoint Ops LLC | 0.00% | New | 4,167 | $248K |
| CIBC Private Wealth Group LLC | 0.00% | Add +125.4% | 4,161 | $248K |
| Parsons Capital Management Inc. | 0.01% | New | 4,125 | $245K |
| Mangrove Partners Im, LLC | 0.02% | New | 4,103 | $244K |
| Intergy Private Wealth, LLC | 0.07% | Reduce -55.6% | 4,000 | $238K |
| Gsa Capital Partners LLP | 0.02% | New | 4,002 | $238K |
| Regal Partners Ltd | 0.01% | Reduce -46.9% | 4,000 | $238K |
| Calton & Associates, Inc. | 0.03% | Reduce -29.8% | 3,999 | $238K |
| Tidal Investments LLC | 0.00% | Reduce -99.8% | 3,908 | $233K |
| Perennial Investment Advisors, LLC | 0.02% | New | 3,845 | $229K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6046.8% | 3,811 | $227K |
| Oak Associates Ltd. | 0.01% | No change | 3,808 | $227K |
| TD Asset Management Inc | 0.00% | Reduce -2.6% | 3,753 | $223K |
| Wedbush Securities Inc. | 0.01% | New | 3,691 | $220K |
| RDA Financial Network | 0.05% | Reduce -37.0% | 3,639 | $217K |
| Churchill Financial Advisors, LLC | 0.07% | — | 3,620 | $215K |
| Stonebridge Capital Advisors LLC | 0.01% | Reduce -11.1% | 3,618 | $215K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,609 | $215K |
| MCF Advisors LLC | 0.01% | No change | 3,564 | $212K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 3,533 | $210K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -32.1% | 3,501 | $208K |
| Mayport, LLC | 0.04% | New | 3,500 | $208K |
| Aldebaran Financial Inc. | 0.19% | New | 3,430 | $207K |
| Once Capital Management, LLC | 0.05% | Add +100.0% | 3,400 | $202K |
| Total Investment Management Inc. | 0.03% | New | 3,400 | $202K |
| Allworth Financial LP | 0.00% | Add +53.5% | 3,070 | $183K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,694 | $160K |
| Global Retirement Partners, LLC | 0.00% | Reduce -45.0% | 2,609 | $155K |
| US Bancorp \de | 0.00% | Add +1.2% | 2,608 | $155K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,132 | $127K |
| AlphaQuest LLC | 0.01% | Reduce -18.3% | 2,059 | $123K |
| AdvisorNet Financial, Inc | 0.01% | Add +143.6% | 2,041 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.3% | 2,030 | $121K |
| Gables Capital Management Inc. | 0.05% | No change | 2,000 | $119K |
| IFP Advisors, Inc | 0.00% | Add +26.8% | 1,922 | $114K |
| Crewe Advisors LLC | 0.01% | No change | 1,900 | $113K |
| SageView Advisory Group, LLC | 0.00% | New | 1,785 | $106K |
| Rhumbline Advisers | 0.00% | No change | 1,769 | $105K |
| Centaurus Financial, Inc. | 0.00% | New | 1,736 | $103K |
| KBC Group NV | 0.00% | No change | 1,699 | $101K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,690 | $101K |
| Vestcor Inc | 0.00% | No change | 1,419 | $84K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,354 | $81K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -58.4% | 1,290 | $77K |
| Vega Investment Solutions | 0.01% | — | 1,101 | $66K |
| Fifth Third Bancorp | 0.00% | No change | 1,005 | $60K |
| Pingora Partners LLC | 0.04% | No change | 1,000 | $60K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,000 | $60K |
| Comerica Bank | 0.00% | Reduce -12.9% | 994 | $59K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | — | 927 | $55K |
| Strategic Advocates LLC | 0.01% | No change | 770 | $46K |
| SRH Advisors, LLC | 0.01% | No change | 668 | $40K |
| Parallel Advisors, LLC | 0.00% | Add +67.3% | 619 | $37K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 613 | $36K |
| Quarry LP | 0.01% | New | 600 | $36K |
| Hanson & Doremus Investment Management | 0.00% | No change | 576 | $34K |
| MAI Capital Management | 0.00% | No change | 560 | $33K |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 536 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +4.6% | 410 | $24K |
| Sound Income Strategies, LLC | 0.00% | New | 360 | $24K |
| Nemes Rush Group LLC | 0.00% | Add +57.1% | 396 | $24K |
| Signaturefd, LLC | 0.00% | Add +3.7% | 340 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 335 | $20K |
| Ameriflex Group, Inc. | 0.01% | Reduce -56.3% | 308 | $18K |
| Pacer Advisors, Inc. | 0.00% | Add +671.8% | 301 | $18K |
| Wolff Wiese Magana LLC | 0.01% | No change | 300 | $18K |
| DV Trading LLC | 0.00% | — | 300 | $18K |
| Greenline Wealth Management LLC | 0.02% | — | 299 | $18K |
| Los Angeles Capital Management LLC | 0.00% | New | 224 | $17K |
| Quattro Advisors LLC | 0.01% | — | 272 | $16K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 267 | $16K |
| Arax Advisory Partners | 0.00% | Reduce -30.9% | 255 | $15K |
| Financial Freedom, LLC | 0.01% | No change | 254 | $15K |
| Adirondack Trust Co. | 0.01% | Add +17.1% | 254 | $15K |
| Financial Consulate, Inc. | 0.00% | New | 250 | $15K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 250 | $15K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $14K |
| Penserra Capital Management LLC | 0.00% | New | 238 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +12.5% | 225 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -48.8% | 210 | $12K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -85.7% | 200 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $12K |
| SHP Wealth Management | 0.00% | — | 200 | $12K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $12K |
| IFS Advisors, LLC | 0.01% | No change | 182 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 173 | $10K |
| West Financial Advisors, LLC | 0.00% | No change | 150 | $9K |
| National Bank of Canada | 0.00% | Reduce -99.7% | 146 | $9K |
| Gen-Wealth Partners Inc | 0.00% | Add +70.7% | 140 | $8K |
| Aventura Private Wealth, LLC | 0.00% | Add +21.4% | 136 | $8K |
| ORG Partners LLC | 0.00% | Add +35.0% | 135 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 128 | $8K |
| Darwin Wealth Management, LLC | 0.00% | No change | 125 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 120 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 116 | $7K |
| 2UniFi Bank | 0.00% | New | 112 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -88.3% | 104 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $6K |
| Evolution Wealth Management Inc. | 0.00% | New | 100 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 100 | $6K |
| Hurley Capital, LLC | 0.00% | No change | 100 | $6K |
| BankPlus Trust Department | 0.00% | No change | 100 | $6K |
| Eastern Bank | 0.00% | No change | 100 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -25.9% | 100 | $6K |
| Roble, Belko & Company, Inc | 0.00% | Add +14.3% | 80 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 82 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 76 | $5K |
| Essential Partners LLC | 0.00% | No change | 68 | $4K |
| HighMark Wealth Management LLC | 0.00% | No change | 56 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -12.7% | 55 | $3K |
| GAMMA Investing LLC | 0.00% | Add +55.9% | 53 | $3K |
| Investors Portfolio Services LLC | 0.00% | — | 50 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 50 | $3K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 800 | $3K |
| Kilter Group LLC | 0.00% | No change | 41 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 41 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | New | 40 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $2K |
| Curio Wealth, LLC | 0.00% | New | 40 | $2K |
| Financial Perspectives, Inc | 0.00% | New | 33 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 33 | $2K |
| Strive Financial Group ,LLC | 0.00% | — | 32 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 32 | $2K |
| Investors Research Corp | 0.00% | No change | 30 | $2K |
| Assetmark, Inc. | 0.00% | No change | 26 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Add +15.0% | 23 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 25 | $1K |
| Hollencrest Capital Management | 0.00% | Reduce -99.0% | 21 | $1K |
| Clean Yield Group | 0.00% | No change | 20 | $1K |
| Stone House Investment Management, LLC | 0.00% | Reduce -80.0% | 20 | $1K |
| Bullock Wealth Management Group | 0.00% | — | 17 | $1K |
| Blue Trust, Inc. | 0.00% | New | 17 | $1K |
| Avion Wealth | 0.00% | No change | 23 | $1K |
| CX Institutional | 0.00% | No change | 25 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 11 | $655 |
| DecisionPoint Financial, LLC | 0.00% | New | 10 | $595 |
| JFS Wealth Advisors, LLC | 0.00% | Add +42.9% | 10 | $595 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $476 |
| Root Financial Partners, LLC | 0.00% | No change | 8 | $476 |
| Key Capital Management, INC | 0.00% | — | 5 | $298 |
| Addison Advisors LLC | 0.00% | No change | 5 | $298 |
| True Wealth Design, LLC | 0.00% | Reduce -28.6% | 5 | $298 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 3 | $179 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $178 |
| 1015 Capital Partners, LLC | 0.00% | — | 2 | $119 |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -98.9% | 2 | $119 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $119 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $110 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $62 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 1 | $60 |
| Seneschal Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $60 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.