SECZ · Company research
Securitize Corp. (SECZ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
43records availableOther
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5450 | 279095 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 3207 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 559720 | 28661168 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141273 | 7234590 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1332817 | 66454231 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Colonial Trust Co / SC | 1954093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1702 | 84862 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1734 | 89349 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13807 | 688417 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94935 | 4861633 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Keystone Financial Group | 1729299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6599 | 329024 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Waterloo Capital, L.P. | 1730942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9574 | 238680 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Continuum Advisory, LLC | 1846532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 1147 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bellars Harris Wealth Management, LLC | 2136908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98641 | 5051406 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Icon Wealth Advisors, LLC | 1963212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4167 | 207767 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Financial Gravity Companies, Inc. | 1377167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 430 | 3311 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 447819 | 22932799 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4795 | 239095 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blue Edge Capital, LLC | 1599620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132590 | 6789924 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Cornerstone Planning Group LLC | 1822587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1845 | 79993 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Alteri Wealth LLC | 2054980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35883 | 926315 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14745 | 754936 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Miller Global Investments, LLC | 2099097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83715 | 4287045 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Magnolia Private Wealth, LLC | 2055130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9439 | 483371 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 3585 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 1432 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1009016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3925408 | 101334408 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| 1620 INVESTMENT ADVISORS, INC. | 1907281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45291 | 2319358 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bulwark Capital Corp | 2075899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405 | 20193 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244 | 5217 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Comprehensive Financial Planning, Inc./PA | 2044855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14240 | 729220 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191 | 4762 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Strategic Blueprint, LLC | 1767821 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5775 | 287942 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Rise Advisors, LLC | 1831316 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186724 | 9562119 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11695 | 598925 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Atlas Wealth LLC | 1964106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22554 | 582232 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Ascentis Wealth Management, LLC | 2032602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6542 | 6542 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Global Wealth Strategies & Associates | 1912297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213061 | 9340606 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| BEACON FINANCIAL GROUP | 1591379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19834 | 988939 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625 | 32006 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 996 | 24830 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208735 | 10689319 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Blue Edge Capital, LLC | 1599620 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72200 | 3721935 | — | — | — | Jun 2, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 442499 | 22664683 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.