SymboticSYM
13F holders, Q2 2026 (June 30)419holders +7
82new positions
76sold out
9famous investors
$44.89avg. 13F price*
At the end of Q2 2026, 419 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 7 from Q1 2026. 82 opened new positions and 76 sold out. The largest holders were Softbank Group Corp. ($1.8B), Walmart Inc. ($674.3M) and Baillie Gifford & Co. ($551.3M). 9 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $157.8M |
| Exits | 76 | $103.1M |
All 13F filers, Q1 2026 → Q2 2026: 13,924,093 shares bought and 5,344,009 shares sold, net +8,580,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| Softbank Group Corp. | 9.85% | No change | 39,825,312 | $1.8B |
| Walmart Inc. | 91.61% | No change | 15,000,000 | $674.3M |
| Baillie Gifford & Co. | 0.50% | Reduce -1.7% | 12,263,759 | $551.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +13.9% | 4,295,652 | $193.1M |
| Morgan Stanley | 0.01% | Add +66.0% | 3,867,532 | $173.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.2% | 2,851,280 | $128.2M |
| JPMorgan Chase & Co. | 0.01% | Add +22.3% | 2,889,676 | $121.9M |
| Ameriprise Financial Inc. | 0.02% | Add +4136.5% | 2,011,390 | $90.4M |
| BlackRock, Inc. | 0.00% | Add +21.6% | 1,756,855 | $79.0M |
| FMR LLC | 0.00% | Reduce -21.7% | 1,426,279 | $64.1M |
| Two Sigma Investments, LP | 0.05% | Add +50.0% | 1,410,103 | $63.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +5.8% | 1,101,318 | $49.3M |
| Bank of America Corp. | 0.00% | Add +1.6% | 1,057,026 | $47.5M |
| Renaissance Technologies | 0.06% | Add +34.3% | 960,100 | $43.2M |
| Daiwa Securities Group Inc. | 0.10% | New | 947,266 | $42.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.0% | 935,611 | $42.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 904,237 | $40.6M |
| Canada Pension Plan Investment Board | 0.02% | Add +118.3% | 864,400 | $38.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 823,795 | $37.0M |
| ARK Investment Management | 0.23% | Add +1.9% | 796,749 | $35.8M |
| Millennium Management | 0.02% | Add +115.7% | 770,980 | $34.7M |
| TCW Group Inc. | 0.22% | Reduce -0.4% | 728,481 | $32.7M |
| Exchange Traded Concepts, LLC | 0.15% | Add +39.3% | 688,141 | $30.9M |
| Legal & General Group Plc | 0.01% | Add +76.3% | 638,977 | $28.7M |
| Navis Wealth Advisors, LLC | 10.49% | Add +821.2% | 615,291 | $27.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -19.1% | 586,310 | $26.4M |
| State Street Corp. | 0.00% | Add +7.2% | 557,007 | $25.0M |
| UBS Group AG | 0.00% | Add +30.4% | 520,420 | $23.4M |
| Trexquant Investment LP | 0.14% | Add +54.1% | 499,408 | $22.4M |
| S Squared Technology, LLC | 6.79% | Add +32.0% | 487,126 | $21.9M |
| Frontier Capital Management Co. LLC | 0.20% | Add +96.3% | 481,154 | $21.6M |
| BNP Paribas Financial Markets | 0.01% | Add +53.0% | 461,507 | $20.7M |
| Point72 Asset Management | 0.03% | Add +94.0% | 400,546 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 381,719 | $17.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.0% | 375,810 | $16.9M |
| USS Investment Management Ltd | 0.06% | Add +13.8% | 320,860 | $14.4M |
| LPL Financial LLC | 0.00% | Add +1.6% | 307,117 | $13.8M |
| First Trust Advisors LP | 0.01% | Reduce -2.8% | 299,806 | $13.5M |
| RPG Investment Advisory, LLC | 1.23% | New | 266,959 | $12.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.7% | 263,974 | $11.9M |
| Sierra Summit Advisors LLC | 1.30% | New | 259,079 | $11.6M |
| Driehaus Capital Management LLC | 0.07% | New | 257,504 | $11.6M |
| Citadel Advisors | 0.01% | Reduce -59.2% | 255,657 | $11.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +44.2% | 250,714 | $11.3M |
| Citigroup Inc. | 0.01% | Add +13.5% | 236,956 | $10.7M |
| Mirova | 0.36% | Add +14.3% | 216,854 | $9.7M |
| SG Americas Securities, LLC | 0.01% | New | 211,061 | $9.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 207,969 | $9.3M |
| Amundi | 0.00% | Add +80.9% | 196,385 | $8.8M |
| Bridgewater Associates | 0.03% | Add +4.0% | 183,975 | $8.3M |
| Victory Capital Management Inc. | 0.00% | Add +26.6% | 180,001 | $8.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 174,095 | $7.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +14.4% | 172,081 | $7.7M |
| Mubadala Investment Co PJSC | 0.02% | New | 171,900 | $7.7M |
| Man Group plc | 0.01% | Add +294.6% | 165,222 | $7.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 159,305 | $7.2M |
| Natixis | 0.03% | Add +1637.9% | 157,904 | $7.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 153,035 | $6.9M |
| &partners | 0.03% | Add +57.2% | 140,800 | $6.3M |
| Seven Grand Managers, LLC | 0.25% | Add +266.7% | 137,500 | $6.2M |
| Capital Fund Management S.A. | 0.04% | Add +27.7% | 137,333 | $6.2M |
| Swiss National Bank | 0.00% | Add +34.1% | 132,500 | $6.0M |
| Tudor Investment Corporation | 0.02% | Reduce -17.9% | 121,312 | $5.5M |
| Blair William & Co. | 0.01% | Add +2.5% | 117,920 | $5.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -49.2% | 114,152 | $5.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.32% | Reduce -3.5% | 110,553 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.0% | 109,508 | $4.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 109,385 | $4.9M |
| Slow Capital, Inc. | 0.56% | Reduce -11.4% | 107,659 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +94.2% | 102,226 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 100,562 | $4.5M |
| Invesco Ltd. | 0.00% | Add +9.2% | 91,477 | $4.1M |
| Bourne Lent Asset Management Inc. | 1.39% | Add +2.6% | 89,710 | $4.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +441.5% | 87,482 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.9% | 86,010 | $3.9M |
| ExodusPoint Capital Management, LP | 0.03% | New | 83,077 | $3.7M |
| Picton Mahoney Asset Management | 0.03% | Reduce -7.2% | 77,404 | $3.5M |
| DDD Partners, LLC | 0.21% | Add +70.8% | 75,791 | $3.4M |
| HRT Financial LP | 0.01% | New | 75,619 | $3.4M |
| California State Teachers Retirement System | 0.00% | Add +34.9% | 75,380 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +4.1% | 75,109 | $3.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +106.8% | 73,468 | $3.3M |
| FORA Capital, LLC | 0.22% | Add +1331.5% | 72,003 | $3.2M |
| Woodson Capital Management, LP | 0.53% | Add +159.8% | 70,000 | $3.1M |
| Marathon Capital Management | 0.64% | Add +79.5% | 69,780 | $3.1M |
| Abacus FCF Advisors LLC | 0.57% | New | 69,160 | $3.1M |
| Algert Global LLC | 0.04% | Add +25.5% | 68,630 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +47.6% | 68,244 | $3.1M |
| Legacy Capital Wealth Partners, LLC | 0.55% | Add +21.0% | 63,513 | $2.9M |
| Entropy Technologies, LP | 0.11% | Add +279.2% | 63,044 | $2.8M |
| Register Financial Advisors LLC | 0.86% | Add +4.2% | 62,522 | $2.8M |
| Barclays PLC | 0.00% | Add +40.8% | 62,262 | $2.8M |
| 180 Wealth Advisors, LLC | 0.28% | Add +3.5% | 61,717 | $2.8M |
| Taylor Frigon Capital Management LLC | 1.28% | Add +50.0% | 60,700 | $2.7M |
| Marshall Wace, LLP | 0.00% | Reduce -71.7% | 60,362 | $2.7M |
| XTX Topco Ltd | 0.03% | New | 59,967 | $2.7M |
| AQR Capital Management | 0.00% | Add +22.2% | 59,615 | $2.7M |
| Holocene Advisors, LP | 0.01% | New | 57,915 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +469.6% | 56,930 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 56,691 | $2.5M |
| PEAK6 LLC | 0.06% | New | 55,357 | $2.5M |
| Simplex Trading, LLC | 0.06% | Add +21.8% | 54,733 | $2.5M |
| Barton Investment Management | 0.33% | Add +45.2% | 53,460 | $2.4M |
| Brevan Howard Capital Management LP | 0.03% | Add +1.7% | 51,564 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Add +198.4% | 51,409 | $2.3M |
| Empowered Funds, LLC | 0.01% | Add +53.6% | 51,281 | $2.3M |
| Once Capital Management, LLC | 0.44% | Add +25.0% | 50,000 | $2.2M |
| Dark Forest Capital Management LP | 0.14% | New | 47,040 | $2.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -19.9% | 46,233 | $2.1M |
| Proactive Wealth Strategies LLC | 0.33% | Add +11.7% | 46,174 | $2.1M |
| Bouvel Investment Partners, LLC | 0.47% | Add +0.1% | 45,983 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +51.3% | 45,507 | $2.0M |
| Zevenbergen Capital Investments LLC | 0.05% | Reduce -5.6% | 44,800 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -2.3% | 44,456 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.7% | 42,192 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 42,152 | $1.9M |
| HSBC Holdings PLC | 0.00% | New | 41,750 | $1.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.10% | Add +177.3% | 41,065 | $1.8M |
| Legato Capital Management LLC | 0.15% | Reduce -20.2% | 40,708 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Reduce -43.8% | 40,016 | $1.8M |
| Peregrine Asset Advisers, Inc. | 0.39% | Reduce -10.6% | 39,966 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 38,755 | $1.7M |
| Broadleaf Partners, LLC | 0.33% | New | 37,978 | $1.7M |
| NorthCoast Asset Management LLC | 0.04% | New | 37,302 | $1.7M |
| Quantbot Technologies LP | 0.07% | Add +38.6% | 36,661 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +119.6% | 36,412 | $1.6M |
| Horizon Investments, LLC | 0.02% | New | 35,715 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +55.0% | 38,758 | $1.6M |
| M&T Bank Corp | 0.00% | Add +11.4% | 35,269 | $1.6M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.52% | No change | 35,075 | $1.6M |
| Polianta Ltd | 0.19% | Add +16.7% | 35,000 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Add +3.9% | 33,261 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +173.0% | 32,879 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.3% | 32,171 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +31.8% | 31,040 | $1.4M |
| Van Eck Associates Corp. | 0.00% | Add +158.1% | 30,329 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Add +18.5% | 30,191 | $1.4M |
| GFS Advisors, LLC | 0.14% | New | 150 | $1.4M |
| Capelight Capital Asset Management LP | 0.69% | New | 30,000 | $1.3M |
| Arta Finance Wealth Management LLC | 0.56% | Add +47.8% | 29,219 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 29,080 | $1.3M |
| Spire Wealth Management | 0.04% | Add +15.8% | 28,730 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.38% | Reduce -0.0% | 28,596 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -28.5% | 27,569 | $1.2M |
| UNICOM Systems, Inc. | 0.08% | No change | 27,147 | $1.2M |
| Grove Street Fiduciary, LLC | 0.50% | No change | 26,500 | $1.2M |
| Freestone Grove Partners LP | 0.01% | New | 25,205 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.6% | 25,013 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.01% | No change | 24,292 | $1.1M |
| Integrity Alliance, Llc. | 0.03% | Reduce -6.4% | 24,038 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 23,929 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +27.6% | 22,695 | $1.0M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -9.1% | 22,356 | $1.0M |
| Nicholas Wealth, LLC. | 0.55% | New | 22,306 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -73.7% | 22,208 | $998K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 22,180 | $997K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +107.4% | 22,112 | $994K |
| Private Advisor Group, LLC | 0.00% | Add +14.7% | 22,083 | $993K |
| State of New Jersey Common Pension Fund D | 0.00% | New | 21,769 | $979K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.9% | 21,154 | $951K |
| Natixis Advisors, LLC | 0.00% | New | 21,006 | $944K |
| Group One Trading LLC | 0.03% | Reduce -58.5% | 20,544 | $923K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | No change | 20,465 | $920K |
| State of Wyoming | 0.09% | New | 20,408 | $917K |
| Walleye Capital LLC | 0.00% | Add +117.5% | 20,391 | $917K |
| Symmetry Investments LP | 0.10% | New | 20,000 | $899K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -1.5% | 19,858 | $893K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +10.0% | 18,691 | $840K |
| Pathstone Holdings, LLC | 0.00% | Reduce -8.9% | 18,571 | $835K |
| Fund Advisors of America Inc | 0.76% | Reduce -8.4% | 18,555 | $834K |
| Arizona State Retirement System | 0.00% | Add +32.4% | 18,217 | $819K |
| Voleon Capital Management LP | 0.01% | Reduce -79.6% | 18,154 | $816K |
| Retirement Planning Co of New England, Inc. | 0.29% | Add +5.3% | 18,137 | $815K |
| Green Alpha Advisors, LLC | 0.51% | Reduce -2.5% | 16,886 | $759K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +39.5% | 16,857 | $758K |
| KLP Kapitalforvaltning As | 0.00% | Add +50.5% | 16,700 | $751K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.9% | 15,900 | $715K |
| Captrust Financial Advisors | 0.00% | Add +43.3% | 15,734 | $707K |
| AlphaCentric Advisors LLC | 0.57% | Add +20.0% | 15,000 | $674K |
| Verition Fund Management LLC | 0.00% | Reduce -2.4% | 14,337 | $644K |
| Littlejohn Financial Services, Inc. | 0.47% | Add +25.1% | 14,292 | $642K |
| Greenwood Gearhart LLC | 0.03% | No change | 14,217 | $639K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -18.2% | 14,175 | $637K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.5% | 13,991 | $629K |
| Jefferies Financial Group Inc. | 0.01% | New | 13,723 | $617K |
| Vident Advisory, LLC | 0.00% | Add +37.0% | 13,673 | $615K |
| IMC-Chicago, LLC | 0.01% | New | 13,631 | $613K |
| Nordwand Advisors, LLC | 0.09% | Reduce -0.4% | 13,575 | $610K |
| Cherry Creek Investment Advisors, Inc. | 0.24% | Reduce -52.2% | 13,478 | $606K |
| Advisory Services Network, LLC | 0.01% | Add +13.5% | 12,784 | $575K |
| Circle Wealth Management, LLC | 0.01% | Add +48.3% | 12,449 | $560K |
| Leonteq Securities AG | 0.03% | Add +125.5% | 12,420 | $558K |
| Equitable Holdings, Inc. | 0.00% | New | 12,341 | $555K |
| Norges Bank | 0.00% | — | 12,340 | $555K |
| Oxford Asset Management LLP | 0.27% | New | 12,202 | $548K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.7% | 12,200 | $548K |
| Ossiam | 0.01% | Add +2.0% | 12,144 | $546K |
| Asset Management One Co., Ltd. | 0.00% | No change | 12,070 | $543K |
| Quent Capital, LLC | 0.03% | No change | 12,000 | $539K |
| Pictet Asset Management Holding SA | 0.00% | Add +49.7% | 11,573 | $520K |
| MML Investors Services, LLC | 0.00% | Reduce -44.7% | 11,472 | $516K |
| NewEdge Advisors, LLC | 0.00% | Add +18.6% | 11,452 | $515K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -30.3% | 11,265 | $506K |
| BlueCrest Capital Management Ltd | 0.02% | New | 10,000 | $450K |
| Concentric Capital Strategies, LP | 0.03% | New | 9,843 | $442K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 9,586 | $431K |
| D.A. Davidson & Co. | 0.00% | Add +24.6% | 9,120 | $410K |
| Tyche Wealth Partners LLC | 0.06% | No change | 8,990 | $404K |
| Sei Investments Co. | 0.00% | Reduce -93.8% | 8,887 | $399K |
| Havemeyer Place LP | 0.04% | Reduce -53.1% | 8,777 | $395K |
| Laffer Tengler Investments, Inc. | 0.06% | Add +9.3% | 8,766 | $394K |
| TigerOak Management, L.L.C. | 0.11% | New | 8,640 | $388K |
| OP Asset Management Ltd | 0.00% | New | 8,513 | $383K |
| American Century Companies Inc. | 0.00% | Add +11.8% | 8,410 | $378K |
| Deutsche Bank AG | 0.00% | Add +45.0% | 8,331 | $374K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +72.8% | 8,484 | $370K |
| MAI Capital Management | 0.00% | Add +1347.5% | 8,236 | $370K |
| Mariner, LLC | 0.00% | Reduce -62.3% | 8,185 | $368K |
| Bayesian Capital Management, LP | 0.23% | New | 8,149 | $366K |
| Werlinich Asset Management, LLC | 0.14% | Add +1.3% | 8,108 | $364K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +14.8% | 8,065 | $363K |
| Janney Montgomery Scott LLC | 0.00% | Add +83.9% | 7,981 | $359K |
| AlphaGrep UK Ltd | 0.11% | New | 7,911 | $356K |
| Lakeshore Financial Planning, Inc. | 0.11% | New | 7,803 | $351K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.4% | 7,603 | $342K |
| Somerset Trust Co | 0.09% | Add +0.4% | 7,427 | $334K |
| Addison Capital Co | 0.05% | No change | 7,375 | $332K |
| Mark Sheptoff Financial Planning, LLC | 0.17% | Reduce -6.4% | 7,325 | $329K |
| Franklin Resources Inc. | 0.00% | Reduce -98.7% | 7,308 | $328K |
| IFP Advisors, Inc | 0.01% | Add +17.9% | 7,203 | $324K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.4% | 7,088 | $318K |
| Centiva Capital, LP | 0.01% | New | 7,058 | $317K |
| Palumbo Wealth Management LLC | 0.07% | Add +2.0% | 6,984 | $314K |
| Vestcor Inc | 0.01% | No change | 6,926 | $311K |
| Fifth Third Bancorp | 0.00% | Add +28.5% | 6,917 | $311K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,912 | $311K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.6% | 6,808 | $306K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +41.9% | 6,792 | $305K |
| TD Asset Management Inc | 0.00% | Add +7.3% | 6,572 | $295K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +41.0% | 6,503 | $292K |
| West Tower Group, LLC | 0.82% | Reduce -7.1% | 6,500 | $292K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 6,479 | $291K |
| Savant Capital, LLC | 0.00% | New | 6,168 | $290K |
| Intrepid Financial Planning Group LLC | 0.10% | Reduce -0.8% | 6,420 | $289K |
| Phoenix Financial Ltd. | 0.00% | No change | 6,200 | $278K |
| McGuire Capital Advisors Inc. | 0.15% | Add +307.7% | 6,177 | $278K |
| Magnetar Financial LLC | 0.00% | New | 6,177 | $278K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -54.5% | 6,150 | $276K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +45.0% | 6,145 | $276K |
| International Assets Investment Management, LLC | 0.02% | Add +4.6% | 6,114 | $275K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.8% | 6,040 | $271K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -78.4% | 5,959 | $268K |
| Malaga Cove Capital, LLC | 0.09% | Add +39.1% | 5,943 | $267K |
| Sigma Planning Corp | 0.01% | Add +5.9% | 5,881 | $264K |
| Fox Run Management, L.L.C. | 0.04% | New | 5,880 | $264K |
| Merit Financial Group, LLC | 0.00% | New | 5,813 | $261K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +5.2% | 5,811 | $261K |
| Advisory Alpha, LLC | 0.01% | New | 5,635 | $253K |
| LBP Am SA | 0.00% | Add +44.0% | 5,616 | $252K |
| Osbon Capital Management LLC | 0.20% | Reduce -0.0% | 5,615 | $252K |
| Marex Group Ltd | 0.00% | New | 5,564 | $250K |
| D. E. Shaw & Co. | 0.00% | Reduce -97.8% | 5,478 | $246K |
| Creative Planning | 0.00% | Reduce -7.8% | 5,462 | $246K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -18.8% | 5,374 | $242K |
| DB&C Advisors, LLC | 0.26% | New | 5,373 | $242K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,356 | $241K |
| Midwest Professional Planners, LTD. | 0.05% | Add +8.7% | 5,308 | $239K |
| Private Trust Co. NA | 0.02% | No change | 5,250 | $236K |
| Mackenzie Financial Corp. | 0.00% | Add +6.4% | 5,231 | $235K |
| QRG Capital Management, Inc. | 0.00% | Add +7.2% | 5,100 | $229K |
| Global Retirement Partners, LLC | 0.00% | — | 5,089 | $229K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -50.9% | 5,074 | $228K |
| Gables Capital Management Inc. | 0.08% | Add +150.0% | 5,000 | $225K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +177.0% | 5,042 | $225K |
| Tannin Capital LLC | 0.15% | Reduce -0.8% | 4,922 | $221K |
| Swiss Life Asset Management Ltd | 0.00% | New | 4,623 | $208K |
| Ascent Wealth Partners, LLC | 0.02% | Add +17.2% | 4,621 | $208K |
| SlateStone Wealth, LLC | 0.02% | Add +0.2% | 4,514 | $203K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.4% | 4,498 | $202K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.4% | 4,398 | $198K |
| MCF Advisors LLC | 0.01% | No change | 3,564 | $160K |
| Fiduciary Financial Advisors | 0.02% | New | 3,558 | $160K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 3,546 | $159K |
| Walleye Trading LLC | 0.00% | New | 3,120 | $140K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,694 | $121K |
| Centaurus Financial, Inc. | 0.00% | Reduce -7.3% | 2,608 | $117K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | Add +13.9% | 2,274 | $102K |
| US Bancorp \de | 0.00% | Reduce -15.9% | 2,213 | $99K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 2,352 | $99K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,000 | $90K |
| Nykredit A/S | 0.00% | — | 1,984 | $89K |
| Rakuten Securities, Inc. | 0.02% | Reduce -38.7% | 1,972 | $89K |
| Crewe Advisors LLC | 0.01% | No change | 1,900 | $85K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -62.2% | 1,889 | $80K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,752 | $79K |
| KBC Group NV | 0.00% | No change | 1,699 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 1,607 | $72K |
| Allworth Financial LP | 0.00% | Reduce -45.7% | 1,512 | $68K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,500 | $67K |
| Vega Investment Solutions | 0.01% | Add +25.3% | 1,379 | $62K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,290 | $58K |
| Acadian Asset Management LLC | 0.00% | New | 1,126 | $50K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -99.4% | 1,017 | $46K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,001 | $45K |
| Pingora Partners LLC | 0.03% | No change | 1,000 | $45K |
| NFSG Corp | 0.01% | New | 1,000 | $45K |
| Wolff Wiese Magana LLC | 0.02% | Add +166.7% | 800 | $36K |
| Strategic Advocates LLC | 0.12% | No change | 700 | $31K |
| Larson Financial Group LLC | 0.00% | Add +2272.4% | 688 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 650 | $29K |
| SHP Wealth Management | 0.00% | Add +13.5% | 639 | $29K |
| Atlantic Union Bankshares Corp | 0.00% | New | 579 | $26K |
| Allianz SE | 0.00% | New | 572 | $26K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -69.0% | 553 | $25K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $24K |
| Pacer Advisors, Inc. | 0.00% | Add +122.2% | 540 | $24K |
| Financial Management Professionals, Inc. | 0.00% | New | 508 | $23K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 500 | $22K |
| Huntington National Bank | 0.00% | Add +3.8% | 470 | $21K |
| Arax Advisory Partners | 0.00% | Add +129.1% | 433 | $19K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 419 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -48.0% | 396 | $18K |
| Nemes Rush Group LLC | 0.00% | No change | 396 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | New | 381 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 379 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 361 | $16K |
| Penserra Capital Management LLC | 0.00% | Reduce -92.8% | 376 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 335 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +156.3% | 328 | $15K |
| Rothschild Investment LLC | 0.00% | Add +21.3% | 313 | $14K |
| Ameriflex Group, Inc. | 0.01% | No change | 308 | $14K |
| Rossby Financial, LCC | 0.00% | New | 300 | $13K |
| Adirondack Trust Co. | 0.00% | No change | 254 | $11K |
| Financial Consulate, Inc. | 0.00% | No change | 250 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 239 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 200 | $9K |
| Trust Co. of Vermont | 0.00% | — | 200 | $9K |
| IFS Advisors, LLC | 0.00% | No change | 182 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 173 | $8K |
| Y.D. More Investments Ltd | 0.00% | New | 167 | $8K |
| West Financial Advisors, LLC | 0.00% | No change | 150 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +5.7% | 148 | $7K |
| Highland Investment Advisors LLC | 0.00% | — | 145 | $7K |
| City State Bank | 0.00% | No change | 135 | $6K |
| Assetmark, Inc. | 0.00% | Add +388.5% | 127 | $6K |
| Barrett & Company, Inc. | 0.00% | Add +150.0% | 125 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -44.4% | 125 | $6K |
| Rialto Wealth Management, LLC | 0.00% | No change | 120 | $5K |
| Concord Wealth Partners | 0.00% | New | 104 | $5K |
| NBH Bank | 0.00% | — | 102 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $5K |
| Harborfront Financial Group LLC | 0.02% | — | 100 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 100 | $4K |
| Hurley Capital, LLC | 0.00% | No change | 100 | $4K |
| IFG Advisory, LLC | 0.00% | New | 100 | $4K |
| Eastern Bank | 0.00% | No change | 100 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 100 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $4K |
| Luminist Capital LLC | 0.00% | New | 97 | $4K |
| Stance Capital LLC | 0.00% | No change | 88 | $4K |
| Bfsg, LLC | 0.00% | New | 70 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 67 | $3K |
| Essential Partners LLC | 0.00% | Reduce -8.8% | 62 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -26.8% | 60 | $3K |
| Lanark Financial, Inc. | 0.00% | Add +50.0% | 60 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -96.6% | 55 | $2K |
| Investors Portfolio Services LLC | 0.00% | Reduce -2.0% | 50 | $2K |
| PlanVest Financial, Inc | 0.00% | New | 50 | $2K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $2K |
| Key Financial Inc | 0.00% | New | 50 | $2K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -9.3% | 49 | $2K |
| Meramec Financial Planners, LLC | 0.00% | No change | 50 | $2K |
| Forum Finance Group S.A. | 0.00% | No change | 50 | $2K |
| Bessemer Group Inc. | 0.00% | Add +185.7% | 40 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -18.5% | 44 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 41 | $2K |
| Bullock Wealth Management Group | 0.00% | Add +25.0% | 40 | $2K |
| SWAN Capital LLC | 0.00% | Add +166.7% | 40 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 40 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -37.0% | 34 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 33 | $1K |
| Strive Financial Group ,LLC | 0.00% | No change | 32 | $1K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 32 | $1K |
| Investors Research Corp | 0.00% | No change | 30 | $1K |
| Core Capital Management & Research, inc. | 0.00% | — | 32 | $1K |
| Kilter Group LLC | 0.00% | Reduce -65.1% | 29 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | Add +16.0% | 29 | $1K |
| Hollencrest Capital Management | 0.00% | Add +47.4% | 28 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 26 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | New | 25 | $1K |
| Triumph Capital Management | 0.00% | New | 25 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 20 | $1K |
| Avion Wealth | 0.00% | No change | 23 | $1K |
| CX Institutional | 0.00% | No change | 25 | $1K |
| Clean Yield Group | 0.00% | No change | 20 | $899 |
| Compass Financial Management LLC | 0.00% | — | 10 | $498 |
| Stone House Investment Management, LLC | 0.00% | Reduce -66.7% | 9 | $423 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +80.0% | 9 | $405 |
| Benson Wealth Management INC | 0.00% | New | 8 | $360 |
| CVA Family Office, LLC | 0.00% | Reduce -53.9% | 6 | $270 |
| Addison Advisors LLC | 0.00% | No change | 5 | $225 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $225 |
| Key Capital Management, INC | 0.00% | No change | 5 | $225 |
| Bard Associates Inc. | 0.00% | New | 5 | $225 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 5 | $225 |
| Truvestments Capital LLC | 0.00% | New | 5 | $225 |
| Blue Trust, Inc. | 0.00% | New | 5 | $225 |
| Smartleaf Asset Management LLC | 0.00% | No change | 5 | $211 |
| Brooklyn FI, LLC | 0.00% | New | 4 | $170 |
| Davis Capital Management | 0.00% | New | 3 | $135 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $135 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $85 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | Reduce -99.0% | 1 | $45 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $45 |
| Creative Capital Management Investments LLC | 0.00% | New | 1 | $45 |
| LRI Investments, LLC | 0.00% | New | 1 | $45 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $45 |
| 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.