SymboticSYM
13F holders, Q1 2026 (March 31)412holders +9
70new positions
61sold out
10famous investors
$53.09avg. 13F price*
At the end of Q1 2026, 412 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 9 from Q4 2025. 70 opened new positions and 61 sold out. The largest holders were Softbank Group Corp. ($2.1B), Walmart Inc. ($798.0M) and Baillie Gifford & Co. ($663.9M). 10 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $75.2M |
| Exits | 61 | $102.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,947,080 shares bought and 31,521,306 shares sold, net −25,574,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 412 holders
| Softbank Group Corp. | 18.57% | No change | 39,825,312 | $2.1B |
| Walmart Inc. | 94.96% | No change | 15,000,000 | $798.0M |
| Baillie Gifford & Co. | 0.68% | Add +0.3% | 12,479,888 | $663.9M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 5,590,000 | $297.4M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,770,318 | $200.6M |
| Vanguard Capital Management LLC | 0.00% | — | 2,915,736 | $155.1M |
| Morgan Stanley | 0.01% | Reduce -7.9% | 2,330,286 | $124.0M |
| JPMorgan Chase & Co. | 0.01% | Add +8.7% | 2,363,546 | $112.1M |
| FMR LLC | 0.01% | Add +6.4% | 1,821,565 | $96.9M |
| BlackRock, Inc. | 0.00% | Add +14.5% | 1,444,327 | $76.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +53.1% | 1,335,760 | $71.1M |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 1,040,617 | $55.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Reduce -21.9% | 1,040,635 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.6% | 957,340 | $50.9M |
| Two Sigma Investments, LP | 0.04% | Add +31.8% | 939,968 | $50.0M |
| Geode Capital Management, LLC | 0.00% | Add +13.0% | 822,048 | $43.7M |
| ARK Investment Management | 0.32% | Add +21.7% | 782,223 | $41.6M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -0.2% | 724,976 | $39.7M |
| TCW Group Inc. | 0.29% | Add +30.0% | 731,166 | $38.9M |
| Renaissance Technologies | 0.06% | Reduce -21.1% | 714,800 | $38.0M |
| Citadel Advisors | 0.02% | Reduce -24.7% | 626,465 | $33.3M |
| Franklin Resources Inc. | 0.01% | Add +24.5% | 544,992 | $29.0M |
| Hood River Capital Management LLC | 0.28% | Add +15.5% | 524,415 | $27.9M |
| State Street Corp. | 0.00% | Add +6.8% | 519,742 | $27.7M |
| Exchange Traded Concepts, LLC | 0.20% | Add +51.0% | 493,942 | $26.3M |
| Burkehill Global Management, LP | 1.32% | No change | 475,000 | $25.3M |
| UBS Group AG | 0.00% | Reduce -55.7% | 398,945 | $21.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +7981.6% | 396,000 | $21.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.8% | 378,501 | $20.1M |
| S Squared Technology, LLC | 7.43% | Add +39.8% | 369,126 | $19.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 364,851 | $19.4M |
| Legal & General Group Plc | 0.00% | Add +45.1% | 362,533 | $19.3M |
| Millennium Management | 0.01% | Add +31.2% | 357,412 | $19.0M |
| Trexquant Investment LP | 0.12% | Reduce -18.1% | 324,004 | $17.2M |
| First Trust Advisors LP | 0.01% | Reduce -27.2% | 308,535 | $16.4M |
| LPL Financial LLC | 0.00% | Add +38.6% | 302,280 | $16.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -8.7% | 301,733 | $16.1M |
| USS Investment Management Ltd | 0.06% | New | 281,981 | $15.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.4% | 262,113 | $13.9M |
| Ghisallo Capital Management LLC | 0.37% | Reduce -76.4% | 250,000 | $13.3M |
| D. E. Shaw & Co. | 0.01% | Add +351.4% | 248,510 | $13.2M |
| Frontier Capital Management Co. LLC | 0.13% | Add +2069.0% | 245,054 | $13.0M |
| Handelsbanken Fonder AB | 0.04% | Reduce -46.9% | 224,517 | $11.9M |
| Marshall Wace, LLP | 0.01% | Reduce -62.7% | 212,918 | $11.3M |
| Citigroup Inc. | 0.01% | Add +293.1% | 208,781 | $11.1M |
| Point72 Asset Management | 0.02% | New | 206,516 | $11.0M |
| Mirova | 0.41% | New | 189,642 | $10.1M |
| Northern Trust Corp. | 0.00% | Add +3.3% | 181,268 | $9.6M |
| Bridgewater Associates | 0.04% | Add +114.4% | 176,987 | $9.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 173,815 | $9.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +60.1% | 158,877 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 156,532 | $8.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 150,440 | $8.0M |
| Tudor Investment Corporation | 0.04% | Add +40.3% | 147,722 | $7.9M |
| Sei Investments Co. | 0.01% | Add +21.0% | 144,420 | $7.7M |
| Victory Capital Management Inc. | 0.00% | Add +17.6% | 142,153 | $7.6M |
| Aquatic Capital Management LLC | 0.19% | Add +7.1% | 126,521 | $6.7M |
| Slow Capital, Inc. | 0.84% | Reduce -0.8% | 121,500 | $6.5M |
| Blair William & Co. | 0.02% | Reduce -7.2% | 115,059 | $6.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.46% | Reduce -6.6% | 114,513 | $6.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +26.6% | 109,015 | $5.8M |
| Amundi | 0.00% | Add +68.5% | 108,553 | $5.8M |
| Capital Fund Management S.A. | 0.05% | Add +44.7% | 107,537 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +41.1% | 100,018 | $5.3M |
| Swiss National Bank | 0.00% | No change | 98,800 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.1% | 93,566 | $5.0M |
| &partners | 0.02% | Add +852.0% | 89,559 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | New | 89,525 | $4.8M |
| Voleon Capital Management LP | 0.10% | Reduce -54.2% | 88,938 | $4.7M |
| Bourne Lent Asset Management Inc. | 1.71% | Reduce -1.2% | 87,460 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +1407.5% | 84,463 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -23.0% | 83,755 | $4.5M |
| Picton Mahoney Asset Management | 0.05% | Add +14.9% | 83,403 | $4.4M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | No change | 81,620 | $4.3M |
| Advisors Asset Management, Inc. | 0.06% | Add +4.3% | 72,164 | $3.8M |
| Wealthfront Advisers LLC | 0.01% | Add +168.1% | 71,248 | $3.8M |
| Navis Wealth Advisors, LLC | 1.81% | Reduce -99.7% | 66,794 | $3.6M |
| Register Financial Advisors LLC | 1.18% | Add +1.2% | 60,022 | $3.2M |
| 180 Wealth Advisors, LLC | 0.36% | Add +3.3% | 59,601 | $3.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 57,740 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +25.2% | 55,871 | $3.0M |
| Algert Global LLC | 0.04% | Add +81.7% | 54,668 | $2.9M |
| Black Swift Group, LLC | 0.50% | Add +61.9% | 53,625 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -19.2% | 52,643 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.58% | Reduce -1.3% | 52,505 | $2.8M |
| Legato Capital Management LLC | 0.25% | No change | 51,000 | $2.7M |
| Brevan Howard Capital Management LP | 0.03% | Add +200.0% | 50,698 | $2.7M |
| Group One Trading LLC | 0.09% | New | 49,473 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.8% | 49,177 | $2.6M |
| AQR Capital Management | 0.00% | Add +16.8% | 48,777 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +138.8% | 47,478 | $2.5M |
| Zevenbergen Capital Investments LLC | 0.07% | Reduce -46.5% | 47,450 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +39.6% | 46,247 | $2.5M |
| Bouvel Investment Partners, LLC | 0.71% | Add +3.7% | 45,926 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Add +5.9% | 45,506 | $2.4M |
| Simplex Trading, LLC | 0.07% | Reduce -9.4% | 44,932 | $2.4M |
| Peregrine Asset Advisers, Inc. | 0.64% | New | 44,719 | $2.4M |
| DDD Partners, LLC | 0.16% | Add +2.9% | 44,376 | $2.4M |
| Barclays PLC | 0.00% | Add +56.2% | 44,217 | $2.4M |
| 1832 Asset Management L.P. | 0.00% | Add +390.0% | 44,100 | $2.3M |
| Tanaka Capital Management Inc. | 3.83% | Reduce -0.6% | 43,094 | $2.3M |
| Man Group plc | 0.00% | Reduce -52.4% | 41,865 | $2.2M |
| Proactive Wealth Strategies LLC | 0.41% | Add +179.6% | 41,334 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 41,244 | $2.2M |
| Taylor Frigon Capital Management LLC | 1.22% | Reduce -0.7% | 40,457 | $2.2M |
| Once Capital Management, LLC | 0.57% | Add +1076.5% | 40,000 | $2.1M |
| Marathon Capital Management | 0.47% | Reduce -1.8% | 38,870 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.5% | 38,817 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Add +28.5% | 38,580 | $2.1M |
| Seven Grand Managers, LLC | 0.13% | Reduce -50.0% | 37,500 | $2.0M |
| Barton Investment Management | 0.25% | Add +20.1% | 36,813 | $2.0M |
| Los Angeles Capital Management LLC | 0.01% | Add +15759.8% | 35,526 | $1.9M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.77% | Reduce -20.6% | 35,075 | $1.9M |
| Empowered Funds, LLC | 0.01% | Add +19.4% | 33,394 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +160.3% | 32,000 | $1.7M |
| M&T Bank Corp | 0.01% | Add +23.0% | 31,663 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.53% | Reduce -0.2% | 28,603 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +22.8% | 30,278 | $1.6M |
| Freemont Management S.A. | 0.30% | Reduce -9.3% | 30,200 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -65.7% | 30,082 | $1.6M |
| Polianta Ltd | 0.21% | New | 30,000 | $1.6M |
| Cherry Creek Investment Advisors, Inc. | 0.65% | Reduce -8.0% | 28,188 | $1.5M |
| Boothbay Fund Management, LLC | 0.04% | Add +206.7% | 27,619 | $1.5M |
| UNICOM Systems, Inc. | 0.15% | No change | 27,147 | $1.4M |
| Woodson Capital Management, LP | 0.23% | New | 26,942 | $1.4M |
| Grove Street Fiduciary, LLC | 0.62% | No change | 26,500 | $1.4M |
| Quantbot Technologies LP | 0.06% | Reduce -53.6% | 26,456 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -6.7% | 26,141 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | Reduce -5.0% | 25,679 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -4.1% | 25,482 | $1.4M |
| Park West Asset Management LLC | 0.12% | New | 25,000 | $1.3M |
| Spire Wealth Management | 0.04% | Add +6.0% | 24,799 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 24,603 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 24,292 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +147.0% | 25,010 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 23,548 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +8.7% | 23,427 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -23.3% | 21,685 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 21,280 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +206.6% | 20,761 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +56.8% | 20,554 | $1.1M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.05% | No change | 20,465 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.7% | 20,380 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.6% | 20,378 | $1.1M |
| Fund Advisors of America Inc | 1.09% | Reduce -12.5% | 20,258 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 20,168 | $1.1M |
| Arta Finance Wealth Management LLC | 0.52% | Add +4.4% | 19,773 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +274.1% | 19,607 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +12.0% | 19,257 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -46.3% | 19,099 | $1.0M |
| Havemeyer Place LP | 0.11% | Add +100.2% | 18,703 | $995K |
| Bank of Montreal | 0.00% | New | 18,283 | $973K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +17.8% | 17,779 | $946K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 17,338 | $922K |
| Green Alpha Advisors, LLC | 0.91% | Reduce -1.3% | 17,328 | $922K |
| Vontobel Holding Ltd. | 0.00% | Add +197.0% | 17,228 | $917K |
| Retirement Planning Co of New England, Inc. | 0.37% | Add +5.0% | 17,221 | $916K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -17.8% | 16,996 | $904K |
| Entropy Technologies, LP | 0.04% | New | 16,624 | $884K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -26.2% | 16,583 | $882K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.0% | 16,170 | $860K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 16,156 | $859K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.05% | New | 14,809 | $788K |
| Verition Fund Management LLC | 0.01% | Reduce -87.2% | 14,689 | $781K |
| Greenwood Gearhart LLC | 0.04% | No change | 14,217 | $756K |
| Arkadios Wealth Advisors | 0.01% | Reduce -15.7% | 14,055 | $748K |
| Arizona State Retirement System | 0.00% | Reduce -2.6% | 13,760 | $732K |
| Nordwand Advisors, LLC | 0.13% | Add +1.5% | 13,635 | $725K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +9.3% | 13,515 | $719K |
| Kestra Advisory Services, LLC | 0.00% | Add +69.2% | 13,079 | $696K |
| Darden Wealth Group Inc | 0.35% | Reduce -4.2% | 12,915 | $687K |
| AlphaCentric Advisors LLC | 0.66% | No change | 12,500 | $665K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 12,088 | $643K |
| Asset Management One Co., Ltd. | 0.00% | New | 12,070 | $642K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.0% | 12,042 | $641K |
| Quent Capital, LLC | 0.05% | No change | 12,000 | $638K |
| Ossiam | 0.01% | Add +89.7% | 11,910 | $634K |
| Oppenheimer & Co. Inc. | 0.01% | Add +173.9% | 11,869 | $631K |
| Van Eck Associates Corp. | 0.00% | Add +79.6% | 11,752 | $625K |
| Clear Creek Financial Management, LLC | 0.05% | Add +16.9% | 11,652 | $620K |
| Allstate Corp. | 0.01% | New | 11,560 | $615K |
| Littlejohn Financial Services, Inc. | 0.46% | Add +51.2% | 11,424 | $608K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.0% | 11,366 | $605K |
| Advisory Services Network, LLC | 0.01% | Add +39.9% | 11,260 | $599K |
| United Asset Strategies, Inc. | 0.05% | New | 11,246 | $598K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.7% | 11,100 | $591K |
| Captrust Financial Advisors | 0.00% | Add +3.8% | 10,979 | $584K |
| Altfest L J & Co. Inc. | 0.06% | New | 10,960 | $583K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.3% | 10,662 | $567K |
| Central Pacific Bank - Trust Division | 0.07% | No change | 10,328 | $549K |
| LGL Partners, LLC | 0.22% | No change | 10,000 | $532K |
| Engineers Gate Manager LP | 0.01% | New | 9,994 | $532K |
| Vident Advisory, LLC | 0.00% | Reduce -18.8% | 9,978 | $531K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 9,653 | $514K |
| Walleye Capital LLC | 0.00% | Reduce -75.5% | 9,377 | $499K |
| Cwm, LLC | 0.00% | Reduce -6.3% | 9,229 | $491K |
| Sunbelt Securities, Inc. | 0.03% | No change | 9,203 | $490K |
| Veracity Capital LLC | 0.17% | Reduce -4.0% | 9,160 | $487K |
| Natixis | 0.00% | Add +7.6% | 9,086 | $483K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.0% | 9,030 | $480K |
| Tyche Wealth Partners LLC | 0.07% | No change | 8,990 | $478K |
| Blueshift Asset Management, LLC | 0.14% | Add +18.8% | 8,974 | $477K |
| Mark Sheptoff Financial Planning, LLC | 0.24% | Reduce -1.6% | 7,825 | $454K |
| Patten Group, Inc. | 0.08% | New | 8,488 | $452K |
| Circle Wealth Management, LLC | 0.01% | Add +0.5% | 8,395 | $447K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 8,355 | $444K |
| Laffer Tengler Investments, Inc. | 0.07% | Add +36.0% | 8,023 | $427K |
| Werlinich Asset Management, LLC | 0.21% | Add +19.8% | 8,008 | $426K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,733 | $411K |
| American Century Companies Inc. | 0.00% | New | 7,526 | $400K |
| Somerset Trust Co | 0.12% | Add +0.3% | 7,398 | $394K |
| Addison Capital Co | 0.07% | No change | 7,375 | $392K |
| D.A. Davidson & Co. | 0.00% | New | 7,322 | $390K |
| Banque Cantonale Vaudoise | 0.01% | New | 7,044 | $375K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 7,027 | $374K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 7,015 | $373K |
| West Tower Group, LLC | 1.16% | New | 7,000 | $372K |
| Arista Wealth Management, LLC | 0.05% | New | 7,000 | $372K |
| Vestcor Inc | 0.01% | Add +388.1% | 6,926 | $368K |
| Palumbo Wealth Management LLC | 0.09% | Add +20.6% | 6,846 | $364K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +2.9% | 6,614 | $352K |
| Alchemi Wealth, LLC | 0.19% | Reduce -7.0% | 6,600 | $351K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -1.2% | 6,479 | $345K |
| Intrepid Financial Planning Group LLC | 0.14% | Add +15.7% | 6,470 | $344K |
| Brooklyn Investment Group | 0.01% | New | 6,334 | $337K |
| Phoenix Financial Ltd. | 0.00% | No change | 6,200 | $330K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 6,159 | $328K |
| TD Asset Management Inc | 0.00% | Add +63.2% | 6,126 | $326K |
| IFP Advisors, Inc | 0.01% | Add +217.9% | 6,111 | $325K |
| Qsemble Capital Management, LP | 0.02% | New | 6,078 | $323K |
| International Assets Investment Management, LLC | 0.02% | Add +5.4% | 5,844 | $320K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -36.6% | 5,995 | $319K |
| Creative Planning | 0.00% | Add +29.5% | 5,927 | $315K |
| Deutsche Bank AG | 0.00% | Add +33.9% | 5,746 | $306K |
| Osbon Capital Management LLC | 0.24% | No change | 5,616 | $299K |
| Sigma Planning Corp | 0.01% | Reduce -2.6% | 5,553 | $295K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.2% | 5,524 | $294K |
| Leonteq Securities AG | 0.02% | Add +16.3% | 5,507 | $293K |
| Gotham Asset Management | 0.00% | New | 5,407 | $288K |
| Fifth Third Bancorp | 0.00% | Add +435.4% | 5,381 | $286K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,356 | $285K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.9% | 5,195 | $285K |
| Private Trust Co. NA | 0.03% | No change | 5,250 | $279K |
| Gsa Capital Partners LLP | 0.02% | Add +30.5% | 5,221 | $278K |
| Chung Wu Investment Group, LLC | 0.24% | New | 5,200 | $277K |
| Penserra Capital Management LLC | 0.00% | Add +2095.0% | 5,224 | $276K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.4% | 5,125 | $273K |
| FORA Capital, LLC | 0.02% | New | 5,030 | $268K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +11.1% | 5,000 | $267K |
| Defiance ETFs, LLC | 0.00% | New | 4,980 | $265K |
| Tannin Capital LLC | 0.19% | Add +17.2% | 4,964 | $264K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -26.1% | 4,910 | $262K |
| Mackenzie Financial Corp. | 0.00% | New | 4,917 | $262K |
| Two Sigma Securities, LLC | 0.03% | New | 4,889 | $260K |
| Midwest Professional Planners, LTD. | 0.06% | Add +3.3% | 4,885 | $260K |
| CoreCap Advisors, LLC | 0.01% | Reduce -15.5% | 4,856 | $258K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.2% | 4,787 | $255K |
| QRG Capital Management, Inc. | 0.00% | New | 4,756 | $253K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.0% | 4,754 | $253K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,661 | $248K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.6% | 4,611 | $245K |
| Catalyst Funds Management Pty Ltd | 0.04% | New | 4,600 | $245K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.8% | 4,532 | $241K |
| Griffin Asset Management, Inc. | 0.03% | New | 4,520 | $240K |
| SlateStone Wealth, LLC | 0.02% | Reduce -28.6% | 4,504 | $240K |
| Money Concepts Capital Corp. | 0.01% | New | 4,489 | $239K |
| OneDigital Investment Advisors LLC | 0.00% | Add +22.8% | 4,430 | $236K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.6% | 4,385 | $233K |
| CIBC Asset Management Inc | 0.00% | No change | 4,375 | $233K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,339 | $231K |
| Sig Brokerage, LP | 0.07% | New | 4,324 | $230K |
| Malaga Cove Capital, LLC | 0.08% | New | 4,271 | $227K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.4% | 4,237 | $225K |
| Parsons Capital Management Inc. | 0.01% | Add +0.6% | 4,150 | $221K |
| Aldebaran Financial Inc. | 0.21% | Add +19.5% | 4,100 | $218K |
| Intergy Private Wealth, LLC | 0.06% | No change | 4,000 | $213K |
| Regal Partners Ltd | 0.01% | No change | 4,000 | $213K |
| Ascent Wealth Partners, LLC | 0.02% | New | 3,942 | $210K |
| Bridgefront Capital, LLC | 0.05% | New | 3,925 | $209K |
| LBP Am SA | 0.00% | New | 3,899 | $207K |
| Perennial Investment Advisors, LLC | 0.02% | Add +1.3% | 3,895 | $207K |
| Brookstone Capital Management | 0.00% | New | 3,837 | $204K |
| Oak Associates Ltd. | 0.01% | No change | 3,808 | $203K |
| Focus Partners Wealth | 0.00% | Reduce -60.9% | 3,786 | $201K |
| Hunting Hill Global Capital, LLC | 0.24% | Reduce -52.3% | 3,761 | $200K |
| MCF Advisors LLC | 0.01% | No change | 3,564 | $190K |
| Rakuten Securities, Inc. | 0.07% | Reduce -69.7% | 3,219 | $171K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.0% | 3,088 | $164K |
| Centaurus Financial, Inc. | 0.01% | Add +62.1% | 2,814 | $150K |
| Allworth Financial LP | 0.00% | Reduce -9.3% | 2,786 | $148K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,694 | $143K |
| US Bancorp \de | 0.00% | Add +1.0% | 2,633 | $140K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.18% | Reduce -87.5% | 100 | $107K |
| Gables Capital Management Inc. | 0.05% | No change | 2,000 | $106K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.0% | 2,000 | $106K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | Add +115.3% | 1,996 | $106K |
| Crewe Advisors LLC | 0.01% | No change | 1,900 | $101K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 1,786 | $95K |
| Rhumbline Advisers | 0.00% | No change | 1,769 | $94K |
| IAG Wealth Partners, LLC | 0.01% | Add +29.4% | 1,752 | $93K |
| KBC Group NV | 0.00% | No change | 1,699 | $90K |
| HHM Wealth Advisors, LLC | 0.01% | Add +81700.0% | 1,636 | $87K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +581.6% | 1,820 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.8% | 1,546 | $82K |
| McGuire Capital Advisors Inc. | 0.05% | Add +1206.0% | 1,515 | $81K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,500 | $80K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,290 | $69K |
| Vega Investment Solutions | 0.01% | No change | 1,101 | $59K |
| Pingora Partners LLC | 0.03% | No change | 1,000 | $53K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,000 | $53K |
| Quadrant Capital Group LLC | 0.00% | New | 800 | $43K |
| Parallel Advisors, LLC | 0.00% | Add +23.1% | 762 | $41K |
| Intentional Wealth Strategies, LLC | 0.04% | — | 749 | $40K |
| Strategic Advocates LLC | 0.16% | Reduce -9.1% | 700 | $37K |
| SRH Advisors, LLC | 0.01% | Reduce -2.7% | 650 | $35K |
| Hanson & Doremus Investment Management | 0.00% | No change | 576 | $31K |
| MAI Capital Management | 0.00% | Add +1.6% | 569 | $30K |
| SHP Wealth Management | 0.00% | Add +181.5% | 563 | $30K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $29K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 500 | $27K |
| Huntington National Bank | 0.00% | New | 453 | $24K |
| National Bank of Canada | 0.00% | Add +192.5% | 427 | $23K |
| Nemes Rush Group LLC | 0.00% | No change | 396 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.1% | 377 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 360 | $20K |
| Signaturefd, LLC | 0.00% | Add +8.2% | 368 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 335 | $18K |
| KERR FINANCIAL PLANNING Corp | 0.01% | New | 300 | $17K |
| Ameriflex Group, Inc. | 0.01% | No change | 308 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 300 | $16K |
| Rothschild Investment LLC | 0.00% | Add +3.2% | 258 | $14K |
| Financial Freedom, LLC | 0.01% | No change | 254 | $14K |
| Adirondack Trust Co. | 0.00% | No change | 254 | $14K |
| Financial Consulate, Inc. | 0.00% | No change | 250 | $13K |
| Pacer Advisors, Inc. | 0.00% | Reduce -19.3% | 243 | $13K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $13K |
| Ascentis Independent Advisors | 0.00% | New | 233 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 225 | $12K |
| Centerpoint Advisors, LLC | 0.00% | No change | 200 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 200 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -25.9% | 189 | $10K |
| IFS Advisors, LLC | 0.01% | No change | 182 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 173 | $9K |
| Covestor Ltd | 0.01% | New | 159 | $8K |
| West Financial Advisors, LLC | 0.00% | No change | 150 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 140 | $7K |
| City State Bank | 0.00% | New | 135 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 128 | $7K |
| Rialto Wealth Management, LLC | 0.00% | No change | 120 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 100 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 100 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 100 | $5K |
| BankPlus Trust Department | 0.00% | No change | 100 | $5K |
| Eastern Bank | 0.00% | No change | 100 | $5K |
| Stance Capital LLC | 0.00% | New | 88 | $5K |
| Kilter Group LLC | 0.00% | Add +102.4% | 83 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +49.1% | 82 | $4K |
| Essential Partners LLC | 0.00% | No change | 68 | $4K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 67 | $4K |
| Meramec Financial Planners, LLC | 0.00% | New | 50 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 56 | $3K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -60.3% | 54 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -28.9% | 54 | $3K |
| GAMMA Investing LLC | 0.00% | Add +1.9% | 54 | $3K |
| Investors Portfolio Services LLC | 0.00% | Add +2.0% | 51 | $3K |
| 2UniFi Bank | 0.00% | Reduce -55.4% | 50 | $3K |
| Legacy Bridge, LLC | 0.00% | New | 50 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 50 | $3K |
| Curio Wealth, LLC | 0.00% | No change | 40 | $2K |
| Financial Perspectives, Inc | 0.00% | Add +21.2% | 40 | $2K |
| Lanark Financial, Inc. | 0.00% | New | 40 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $2K |
| Strive Financial Group ,LLC | 0.00% | No change | 32 | $2K |
| Forum Finance Group S.A. | 0.00% | — | 50 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 33 | $2K |
| Bullock Wealth Management Group | 0.00% | Add +88.2% | 32 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 32 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Add +8.7% | 25 | $2K |
| Investors Research Corp | 0.00% | No change | 30 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -86.2% | 29 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +35.0% | 27 | $1K |
| Assetmark, Inc. | 0.00% | No change | 26 | $1K |
| Sunrise Financial Services, LLC | 0.00% | New | 24 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 23 | $1K |
| Root Financial Partners, LLC | 0.00% | Add +175.0% | 22 | $1K |
| Clean Yield Group | 0.00% | No change | 20 | $1K |
| Hollencrest Capital Management | 0.00% | Reduce -9.5% | 19 | $1K |
| Avion Wealth | 0.00% | No change | 23 | $1K |
| Bessemer Group Inc. | 0.00% | New | 14 | $1K |
| CX Institutional | 0.00% | No change | 25 | $1K |
| SWAN Capital LLC | 0.00% | New | 15 | $798 |
| CVA Family Office, LLC | 0.00% | New | 13 | $692 |
| Manchester Capital Management LLC | 0.00% | Reduce -9.1% | 10 | $532 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $532 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 9 | $479 |
| Key Capital Management, INC | 0.00% | No change | 5 | $266 |
| Addison Advisors LLC | 0.00% | No change | 5 | $266 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $266 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -99.2% | 5 | $266 |
| Smartleaf Asset Management LLC | 0.00% | New | 5 | $237 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 4 | $213 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 3 | $160 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $117 |
| 1015 Capital Partners, LLC | 0.00% | No change | 2 | $106 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $106 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $106 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $55 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $54 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $54 |
| 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.