SYM / Symbotic Inc. - Kepemilikan Institusional - Pembeli

Symbotic Inc.
US ˙ NasdaqGM ˙ US87151X1019

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Symbotic Inc. meliputi Amanah Holdings Trust, O'Neil Global Advisors, Inc., Y-Intercept (Hong Kong) Ltd, PP - The Meet Kevin Pricing Power ETF, Black Swift Group, LLC, Centiva Capital, LP, Winton Capital Group Ltd, Sandler Capital Management, Empowered Funds, LLC, Perigon Wealth Management, LLC, Polen Capital Management Llc, Arkadios Wealth Advisors, J.w. Cole Advisors, Inc., Tyche Wealth Partners LLC, Somerset Trust Co, Onyx Bridge Wealth Group LLC, Mercer Global Advisors Inc /adv, Calton & Associates, Inc., Universal- Beteiligungs- und Servicegesellschaft mbH, dan Franklin Resources Inc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-08 13F Geode Capital Management, Llc 551,216 0.90 21,419 93.92
2025-07-31 13F DDD Partners, LLC 115,079 139.38 4,471 360.35
2025-08-26 13F/A Thrivent Financial For Lutherans 6,573 0
2025-08-14 13F Manufacturers Life Insurance Company, The 8,544 332
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,845 77.67 256 30.77
2025-08-13 13F Legacy Capital Wealth Partners, LLC 53,174 8.27 2,066 108.17
2025-07-10 13F Arkfeld Wealth Strategies, L.L.C. 28,680 3.94 1,356 130.05
2025-06-30 NP TRFM - AAM Transformers ETF 7,286 25.53 157 -7.65
2025-07-24 13F Financial Connections Group, Inc. 40 0
2025-08-14 13F Vident Advisory, LLC 11,316 440
2025-08-06 13F Moors & Cabot, Inc. 5,730 223
2025-08-14 13F Group One Trading, L.p. 36,649 1,424
2025-08-14 13F Lazard Asset Management Llc 4,321 0
2025-08-14 13F Headlands Technologies LLC 6,508 199.77 253 486.05
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A Short -34,529 40.88 -745 3.62
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 187,926 1.17 5,388 27.78
2025-07-08 13F Amanah Holdings Trust 510,000 19,824
2025-08-11 13F Empowered Funds, LLC 27,987 1,087
2025-08-13 13F Kilter Group LLC 29 1
2025-07-18 13F PFG Investments, LLC 6,565 255
2025-08-14 13F Royal Bank Of Canada 425,545 401.49 16,533 864.59
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 400 16
2025-07-24 13F Capital Advisors, Ltd. LLC 3 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 871 7.40 34 106.25
2025-07-30 13F Phoenix Holdings Ltd. 6,300 245
2025-08-06 13F Penserra Capital Management LLC 44,419 2
2025-08-15 13F Captrust Financial Advisors 10,582 411
2025-08-13 13F FORA Capital, LLC 9,977 388
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 80,720 3,136
2025-07-11 13F Bouvel Investment Partners, LLC 44,143 1,715
2025-07-07 13F Somerset Trust Co 9,255 360
2025-08-14 13F Winton Capital Group Ltd 35,184 1,367
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,175 5.49 392 -22.38
2025-07-31 13F Curio Wealth, Llc 40 2
2025-08-06 13F Prospera Financial Services Inc 22,168 861
2025-08-13 13F Natixis 44,738 3.20 1,738 98.18
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,429 36.35 901 72.28
2025-08-28 NP GNXAX - AlphaCentric Robotics and Automation Fund Class A 25,000 25.00 971 140.35
2025-08-12 13F LPL Financial LLC 91,747 33.88 3,564 157.33
2025-08-04 13F Arkadios Wealth Advisors 14,784 574
2025-08-04 13F Arkadios Wealth Advisors Call 2,000 78
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101,600 3.36 3,947 98.74
2025-08-12 13F SRS Capital Advisors, Inc. 1,000 233.33 39 533.33
2025-08-14 13F Wells Fargo & Company/mn 197,286 36.07 7,665 161.57
2025-08-04 13F Spire Wealth Management 19,404 42.72 754 174.82
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 623,422 2.34 24,220 96.73
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,226 198.91 178 121.25
2025-07-21 13F J. Safra Sarasin Holding AG 6,000 233
2025-07-25 13F Cwm, Llc 11,363 336.70 0
2025-08-12 13F Ensign Peak Advisors, Inc 223,141 12.69 8,669 116.67
2025-08-14 13F Hood River Capital Management LLC 424,526 16.14 16,493 123.26
2025-07-16 13F Signaturefd, Llc 328 27.13 13 140.00
2025-07-21 13F Ameritas Advisory Services, LLC 100 4
2025-08-29 13F Evolution Wealth Management Inc. 200 8
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 15,112 90.90 326 40.52
2025-08-13 13F Alerus Financial Na 572 22
2025-08-14 13F Susquehanna International Group, Llp Put 417,400 18.51 16,216 127.83
2025-08-12 13F Advisors Asset Management, Inc. 50,937 44.46 1,979 177.81
2025-08-14 13F Van Eck Associates Corp 4,976 24.59 0
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 3,690 16.51 80 -14.13
2025-08-14 13F Balyasny Asset Management Llc 94,245 35.76 3,661 161.13
2025-08-14 13F Susquehanna International Group, Llp 177,232 6,885
2025-07-08 13F Rise Advisors, LLC 22 1
2025-08-14 13F Hrt Financial Lp 11,773 0.96 0
2025-08-14 13F Bank Of America Corp /de/ Put 191,900 104.37 7,455 292.99
2025-07-25 13F Atria Wealth Solutions, Inc. 37,133 4.87 1,443 101.68
2025-08-13 13F Northern Trust Corp 116,304 5.86 4,518 103.51
2025-08-14 13F Two Sigma Investments, Lp 387,503 168.31 15,054 415.90
2025-07-16 13F Perigon Wealth Management, LLC 25,437 988
2025-07-23 13F Stonegate Investment Group, LLC 7,007 272
2025-07-30 NP BOTZ - Global X Robotics & Artificial Intelligence ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,179,117 9.81 33,805 38.69
2025-07-14 13F AdvisorNet Financial, Inc 828 32
2025-08-13 13F Amundi 72,238 0.06 3,048 131.61
2025-07-29 13F Private Trust Co Na 2,200 10.00 85 112.50
2025-08-12 13F Main Management ETF Advisors, LLC 29,320 1.66 1
2025-08-14 13F Stifel Financial Corp 95,693 3,718
2025-08-13 13F M&t Bank Corp 24,852 19.66 966 130.31
2025-08-05 13F Hunter Associates Investment Management Llc 9,225 0
2025-05-05 13F Lindbrook Capital, Llc 35 1
2025-07-25 13F Concurrent Investment Advisors, LLC 7,325 285
2025-08-13 13F 1832 Asset Management L.P. 51,000 1,981
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,948 6.88 258 -21.65
2025-08-13 13F Walleye Capital LLC Call 23,000 88.52 894 263.01
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 109,284 22.99 4,246 136.49
2025-08-13 13F Walleye Capital LLC Put 51,100 1,662.07 1,985 3,322.41
2025-08-06 13F Black Swift Group, LLC 53,300 2,071
2025-08-08 13F Pnc Financial Services Group, Inc. 6,354 7.11 247 106.72
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 18,519 7.37 719 107.20
2025-08-12 13F Franklin Resources Inc 8,336 324
2025-06-27 NP TMAT - Main Thematic Innovation ETF 28,920 1.40 624 -25.45
2025-08-12 13F Dimensional Fund Advisors Lp 59,696 1.34 2,316 94.62
2025-08-07 13F Allworth Financial LP 331 491.07 13 1,100.00
2025-08-18 13F Wolverine Trading, Llc Put 194,100 9.97 7,230 103.20
2025-08-14 13F D. E. Shaw & Co., Inc. 418,342 16,253
2025-08-18 13F Wolverine Trading, Llc Call 202,800 46.21 7,554 170.17
2025-08-14 13F Toroso Investments, LLC 5,246 204
2025-08-14 13F Jane Street Group, Llc Call 262,500 4.92 10,198 101.70
2025-08-12 13F J.w. Cole Advisors, Inc. 10,649 414
2025-08-14 13F Jane Street Group, Llc 44,022 1,710
2025-08-11 13F Vanguard Group Inc 4,596,637 0.51 178,579 93.21
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 31,687 102.37 1
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 2,660 103
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,095 11.97 81 118.92
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 14,123 59.74 549 207.87
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,091 31.74 2,024 153.19
2025-08-08 13F Fortis Group Advisors, LLC 7,383 398
2025-08-14 13F Nebula Research & Development LLC 12,902 501
2025-08-14 13F Scientech Research LLC 25,166 978
2025-08-15 13F Kestra Advisory Services, LLC 12,203 474
2025-08-07 13F Freemont Management S.A. 95,600 30.60 3,714 151.12
2025-08-14 13F Jane Street Group, Llc Put 182,900 19.86 7,106 130.38
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,802 7.71 70 112.12
2025-08-14 13F Bayesian Capital Management, LP 13,453 523
2025-08-12 13F Steward Partners Investment Advisory, Llc 32,806 5.47 1,275 102.87
2025-08-14 13F GWM Advisors LLC 1,276 81.51 50 250.00
2025-08-01 13F Davy Global Fund Management Ltd 36,527 57.73 1,419 203.21
2025-07-31 13F Caitong International Asset Management Co., Ltd 437 191.33 17 433.33
2025-08-14 13F Two Sigma Advisers, Lp 6,400 249
2025-08-13 13F Pictet Asset Management Holding SA 6,733 262
2025-08-14 13F Ubs Asset Management Americas Inc 134,446 58.36 5,223 204.55
2025-06-26 NP USMIX - Extended Market Index Fund 5,148 2.06 111 -25.00
2025-07-28 13F Harbour Investments, Inc. 157 2.61 6 100.00
2025-08-14 13F Aqr Capital Management Llc 32,811 1,275
2025-06-25 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,295 2.60 222 -24.49
2025-08-21 NP IBOT - VanEck Robotics ETF 4,976 24.59 193 141.25
2025-08-13 13F Renaissance Technologies Llc 409,500 15,909
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 217,437 4.52 6,234 32.00
2025-08-11 13F Private Advisor Group, LLC 5,199 202
2025-05-29 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6,504 131
2025-07-23 13F Klp Kapitalforvaltning As 10,000 21.95 388 135.15
2025-07-30 13F ARK Investment Management LLC 445,498 13.27 17,308 117.75
2025-08-13 13F Centiva Capital, LP Call 50,000 1,942
2025-07-30 13F Bogart Wealth, LLC 68 3
2025-08-14 13F Ieq Capital, Llc 6,295 245
2025-08-14 13F/A Barclays Plc 9,965 10.55 0
2025-08-13 13F Polen Capital Management Llc 20,003 777
2025-08-18 13F/A National Bank Of Canada /fi/ 76,178 2,272.41 2,959 4,523.44
2025-08-11 13F TD Waterhouse Canada Inc. 170 7
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 8,489 330
2025-03-31 NP PP - The Meet Kevin Pricing Power ETF 64,672 1,898
2025-08-13 13F Walleye Trading LLC Put 65,900 111.22 2,560 306.35
2025-08-13 13F Walleye Trading LLC Call 37,000 14.20 1,437 119.72
2025-08-13 13F Walleye Trading LLC 6,386 248
2025-07-31 13F/A Avion Wealth 23 0
2025-07-23 13F Tyche Wealth Partners LLC 10,365 403
2025-08-05 13F Sigma Planning Corp 6,042 235
2025-08-14 13F Sei Investments Co 90,501 20.21 3,516 131.10
2025-08-05 13F Simplex Trading, Llc 34,245 39.05 1
2025-07-23 13F Vontobel Holding Ltd. 5,800 225
2025-07-08 13F Parallel Advisors, LLC 265 173.20 10 900.00
2025-08-12 13F Global Retirement Partners, LLC 7,194 565.49 279 1,016.00
2025-07-11 13F Farther Finance Advisors, LLC 1,765 24.03 69 134.48
2025-08-01 13F Teacher Retirement System Of Texas 7,315 284
2025-07-24 13F Ulland Investment Advisors, LLC 2,225 45.90 0
2025-08-13 13F Victory Capital Management Inc 114,513 21.72 4,449 133.98
2025-08-14 13F Citadel Advisors Llc Call 326,000 22.51 12,665 135.54
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 22,369 29.99 869 150.43
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73,718 5.49 2,113 33.23
2025-08-12 13F Swiss National Bank 92,600 12.38 3,598 116.04
2025-08-14 13F Federation des caisses Desjardins du Quebec 2,646 43.34 103 175.68
2025-09-03 13F American Trust 5,401 210
2025-08-13 13F Invesco Ltd. 304,207 33.20 11,818 156.08
2025-08-14 13F Mariner, LLC 5,689 221
2025-08-13 13F Mount Yale Investment Advisors, LLC 20 1
2025-08-12 13F SlateStone Wealth, LLC 6,395 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 141,664 5,504
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 465 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 8,765 341
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 613 204.98 13 160.00
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,723,648 0.43 66,964 93.05
2025-07-31 13F 180 Wealth Advisors, Llc 58,521 9.14 2,274 109.88
2025-08-14 13F Brevan Howard Capital Management LP 8,226 320
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,821 81
2025-06-27 NP ROBO - ROBO Global(R) Robotics and Automation Index ETF 668,476 16.36 14,426 -14.45
2025-08-12 13F Deutsche Bank Ag\ 2,417 478.23 94 1,062.50
2025-08-14 13F Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 121,495 6.34 4,720 104.42
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F California State Teachers Retirement System 51,622 44.26 2,006 177.32
2025-05-29 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 2,263 57.59 46 32.35
2025-07-24 13F IFP Advisors, Inc 772 24.92 30 141.67
2025-08-13 13F Capital Fund Management S.a. Call 41,200 167.53 1,601 414.47
2025-08-12 13F Calton & Associates, Inc. 8,499 330
2025-06-25 NP BKMC - BNY Mellon US Mid Cap Core Equity ETF 4,815 104
2025-08-13 13F Willis Johnson & Associates, Inc. 7,200 280
2025-08-14 13F Wexford Capital Lp 1,054 41
2025-08-14 13F Sandler Capital Management Call 35,000 1,360
2025-08-08 13F SBI Securities Co., Ltd. 6,259 43.10 243 176.14
2025-08-29 13F Total Investment Management Inc 3,400 132
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 2,694 0
2025-06-25 NP ARKQ - ARK Autonomous Technology & Robotics ETF 404,003 119.93 8,718 61.71
2025-08-14 13F Mercer Global Advisors Inc /adv 8,693 338
2025-07-15 13F Riverbridge Partners Llc 9,219 358
2025-07-15 13F Fortitude Family Office, LLC 53 2
2025-08-13 13F Cresset Asset Management, LLC 6,875 267
2025-08-13 13F IAG Wealth Partners, LLC 820 32
2025-07-30 13F Gables Capital Management Inc. 1,000 39
2025-08-04 13F Assetmark, Inc 31 1
2025-07-14 13F Toth Financial Advisory Corp 65 3
2025-08-14 13F Schonfeld Strategic Advisors LLC 16,536 642
2025-08-13 13F Arizona State Retirement System 14,141 15.94 549 123.17
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 0 0
2025-08-27 NP HRNOX - Hood River New Opportunities Fund Institutional Shares 54,961 27.89 2,135 145.97
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 216 8.54 5 -20.00
2025-08-08 13F KBC Group NV 1,699 0
2025-08-14 13F Riggs Asset Managment Co. Inc. 16 1
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,081 72.13 45 25.71
2025-08-12 13F BlackRock, Inc. 988,256 15.79 38,394 122.59
2025-08-13 13F EverSource Wealth Advisors, LLC 38,866 19,831.28 1,510 50,200.00
2025-08-14 13F CoreCap Advisors, LLC 12,085 82.31 470 252.63
2025-09-04 13F/A Advisor Group Holdings, Inc. 93,810 7.62 3,644 106.93
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,834 8.36 1,237 108.43
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,177 11.49 1,611 40.86
2025-08-13 13F Jones Financial Companies Lllp 6,669 18.37 248 119.47
2025-08-14 13F Verition Fund Management LLC Put 117,500 39.55 4,565 168.31
2025-08-14 13F Verition Fund Management LLC Call 100,000 30.21 3,885 150.32
2025-08-14 13F Verition Fund Management LLC 124,146 59.41 4,823 206.61
2025-08-13 13F Russell Investments Group, Ltd. 20,698 804
2025-08-11 13F O'Neil Global Advisors, Inc. 219,168 9
2025-07-24 NP FBOT - Fidelity Disruptive Automation ETF 59,651 13.54 1,710 43.46
2025-08-12 13F Handelsbanken Fonder AB 37,743 217.17 1
2025-08-13 13F Options Solutions, Llc 18,752 729
2025-04-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional 0 -100.00 0 -100.00
2025-07-25 13F JustInvest LLC 5,287 205
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1,424 0.14 41 25.00
2025-08-14 13F Tudor Investment Corp Et Al Call 65,300 37.18 2,537 163.89
2025-08-14 13F Peak6 Llc Put 87,700 38.33 3,407 165.96
2025-08-14 13F Peak6 Llc Call 1,034,200 952.09 40,179 1,923.06
2025-08-13 13F Grove Street Fiduciary, LLC 8,445 328
2025-08-14 13F Tcw Group Inc 606,156 2.14 23,549 96.36
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