Computer Storage Devices - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-23 13F-HR PSTG / Everpure North Star Investment Management Corp. 16
2026-04-23 13F-HR STX / Seagate Technology Holdings Perkins Capital Management Inc 0 550
2026-04-23 13F-HR PSTG / Everpure Forum Financial Management, LP 3,297 0 -100.00
2026-04-23 13F-HR PSTG / Everpure SJS Investment Consulting Inc. 59 421 613.56
2026-04-23 13F-HR STX / Seagate Technology Holdings Vista Investment Partners Ii, Llc 673
2026-04-23 13F-HR STX / Seagate Technology Holdings Accurate Wealth Management, LLC 1,827 2,575 40.94
2026-04-23 13F-HR STX / Seagate Technology Holdings Harbor Investment Advisory, Llc 326 1,101 237.73
2026-04-23 13F-HR STX / Seagate Technology Holdings TFC Financial Management 0 1
2026-04-23 13F-HR STX / Seagate Technology Holdings Forum Financial Management, LP 4,320 1,501 -65.25
2026-04-23 13F-HR PSTG / Everpure GraniteShares Advisors LLC 6,918 7,045 1.84
2026-04-23 13F-HR STX / Seagate Technology Holdings PayPay Securities Corp 4
2026-04-23 13F-HR PSTG / Everpure Farmers & Merchants Investments Inc 270 270 0.00
2026-04-23 13F-HR STX / Seagate Technology Holdings iA Global Asset Management Inc. 51,241 71,918 40.35
2026-04-23 13F-HR PSTG / Everpure Bigelow Investment Advisors, LLC 0 3,914
2026-04-23 13F-HR STX / Seagate Technology Holdings Simmons Bank 2,600 2,600 0.00
2026-04-23 13F-HR PSTG / Everpure Kohmann Bosshard Financial Services, LLC 5 0 -100.00
2026-04-23 13F-HR PSTG / Everpure iA Global Asset Management Inc. 5,610 0 -100.00
2026-04-23 13F-HR STX / Seagate Technology Holdings J.w. Cole Advisors, Inc. 5,747 9,772 70.04
2026-04-23 13F-HR STX / Seagate Technology Holdings First Pacific Financial 30 31 3.33
2026-04-23 13F-HR STX / Seagate Technology Holdings Columbia Advisory Partners Llc 877 0 -100.00
2026-04-23 13F-HR STX / Seagate Technology Holdings Ewa, Llc 1,370 1,407 2.70
2026-04-23 13F-HR STX / Seagate Technology Holdings North Star Investment Management Corp. 122 123 0.82
2026-04-23 13F-HR PSTG / Everpure Private Wealth Management Group, LLC 129 173 34.11
2026-04-23 13F-HR PSTG / Everpure Lansforsakringar Fondforvaltning AB (publ) 95,024 92,155 -3.02
2026-04-23 13F-HR STX / Seagate Technology Holdings McMillan Office, Inc. 100
2026-04-23 13F-HR PSTG / Everpure Impact Partnership Wealth, LLC 3,081 0 -100.00
2026-04-23 13F-HR PSTG / Everpure J.w. Cole Advisors, Inc. 5,486 6,088 10.97
2026-04-23 13F-HR PSTG / Everpure West Bancorporation Inc 4,299 4,299 0.00
2026-04-23 13F-HR STX / Seagate Technology Holdings Bell Bank 49,368 35,674 -27.74
2026-04-23 13F-HR PSTG / Everpure Peregrine Capital Management Llc 144,196 138,473 -3.97
2026-04-23 13F-HR PSTG / Everpure First Pacific Financial 74 123 66.22
2026-04-23 13F-HR STX / Seagate Technology Holdings SJS Investment Consulting Inc. 151 156 3.31
2026-04-23 13F-HR STX / Seagate Technology Holdings Next Level Private LLC 1,012 1,020 0.79
2026-04-23 13F-HR STX / Seagate Technology Holdings Lansforsakringar Fondforvaltning AB (publ) 192,110 148,559 -22.67
2026-04-23 13F-HR STX / Seagate Technology Holdings Farmers & Merchants Investments Inc 955 956 0.10
2026-04-23 13F-HR PSTG / Everpure CWM Advisors, LLC 40,510 41,391 2.17
2026-04-23 13F-HR PSTG / Everpure Accurate Wealth Management, LLC 3,439 3,632 5.61
2026-04-23 13F-HR STX / Seagate Technology Holdings Private Wealth Management Group, LLC 0 6
2026-04-23 13F-HR WDC / Western Digital Glass Jacobson Investment Advisors llc 697
2026-04-23 13F-HR NTAP / NetApp Impact Partnership Wealth, LLC 9,836 0 -100.00
2026-04-23 13F-HR WDC / Western Digital J.w. Cole Advisors, Inc. 12,190 0 -100.00
2026-04-23 13F-HR NTAP / NetApp Farmers & Merchants Investments Inc 148 148 0.00
2026-04-23 13F-HR NTAP / NetApp Lansforsakringar Fondforvaltning AB (publ) 51,567 52,999 2.78
2026-04-23 13F-HR WDC / Western Digital SJS Investment Consulting Inc. 891 1,624 82.27
2026-04-23 13F-HR WDC / Western Digital Summit Wealth Group Llc / Co 0 1,386
2026-04-23 13F-HR WDC / Western Digital waypoint wealth counsel 2,896 2,621 -9.50
2026-04-23 13F-HR NTAP / NetApp North Star Investment Management Corp. 105 157 49.52
2026-04-23 13F-HR NTAP / NetApp Private Wealth Management Group, LLC 128 176 37.50
2026-04-23 13F-HR WDC / Western Digital Moss Adams Wealth Advisors LLC 1,982 2,036 2.72
2026-04-23 13F-HR WDC / Western Digital SMART Wealth LLC 6,794
2026-04-23 13F-HR WDC / Western Digital iA Global Asset Management Inc. 86,911 79,576 -8.44
2026-04-23 13F-HR WDC / Western Digital CWM Advisors, LLC 1,873 1,307 -30.22
2026-04-23 13F-HR NTAP / NetApp Caliber Wealth Management, LLC / KS 2,300 2,606 13.30
2026-04-23 13F-HR WDC / Western Digital TFC Financial Management 10 10 0.00
2026-04-23 13F-HR WDC / Western Digital PayPay Securities Corp 7
2026-04-23 13F-HR NTAP / NetApp iA Global Asset Management Inc. 22,183 24,890 12.20
2026-04-23 13F-HR NTAP / NetApp Forum Financial Management, LP 3,475 0 -100.00
2026-04-23 13F-HR WDC / Western Digital 3Chopt Investment Partners, LLC 1,068
2026-04-23 13F-HR NTAP / NetApp SJS Investment Consulting Inc. 55 33 -40.00
2026-04-23 13F-HR WDC / Western Digital Harbor Investment Advisory, Llc 300 429 43.00
2026-04-23 13F-HR WDC / Western Digital Forum Financial Management, LP 5,430 0 -100.00
2026-04-23 13F-HR NTAP / NetApp Harbor Investment Advisory, Llc 66 0 -100.00
2026-04-23 13F-HR WDC / Western Digital Fairman Group, LLC 15 15 0.00
2026-04-23 13F-HR WDC / Western Digital Lansforsakringar Fondforvaltning AB (publ) 30,075 41,491 37.96
2026-04-23 13F-HR WDC / Western Digital Global Trust Asset Management, LLC 175
2026-04-23 13F-HR WDC / Western Digital North Star Investment Management Corp. 34 31 -8.82
2026-04-23 13F-HR WDC / Western Digital First Pacific Financial 3 15 400.00
2026-04-23 13F-HR NTAP / NetApp Ewa, Llc 2,566 2,277 -11.26
2026-04-23 13F-HR WDC / Western Digital Catalina Capital Group, LLC 892
2026-04-23 13F-HR NTAP / NetApp Drucker Wealth 3.0, LLC 4,615 5,484 18.83
2026-04-23 13F-HR NTAP / NetApp TFC Financial Management 10 10 0.00
2026-04-23 13F-HR NTAP / NetApp First Pacific Financial 88 134 52.27
2026-04-23 13F-HR WDC / Western Digital Private Wealth Management Group, LLC 401 303 -24.44
2026-04-22 13F-HR NTAP / NetApp Sylvest Advisors, LLC 8,700 9,287 6.75
2026-04-22 13F-HR NTAP / NetApp Portus Wealth Advisors, LLC 10
2026-04-22 13F-HR WDC / Western Digital BigSur Wealth Management LLC 2,000 2,000 0.00
2026-04-22 13F-HR WDC / Western Digital Atlantic Edge Private Wealth Management, LLC 0 35
2026-04-22 13F-HR NTAP / NetApp Harbor Asset Planning, Inc. 266 266 0.00
2026-04-22 13F-HR WDC / Western Digital Richard Bernstein Advisors LLC 15,532 10,478 -32.54
2026-04-22 13F-HR WDC / Western Digital RMR Wealth Builders 1,653
2026-04-22 13F-HR WDC / Western Digital Adams Diversified Equity Fund, Inc. 0 20,500
2026-04-22 13F-HR NTAP / NetApp Parcion Private Wealth LLC 2,786 2,460 -11.70
2026-04-22 13F-HR NTAP / NetApp Spire Wealth Management 1,473 876 -40.53
2026-04-22 13F-HR WDC / Western Digital Western Financial Corp/CA 9,065
2026-04-22 13F-HR NTAP / NetApp WestEnd Advisors, LLC 3 3 0.00
2026-04-22 13F-HR WDC / Western Digital Qp Wealth Management, Llc 1,279 4,826 277.33
2026-04-22 13F-HR WDC / Western Digital Princeton Global Asset Management LLC 19 19 0.00
2026-04-22 13F-HR NTAP / NetApp Lam Group, Inc. 1,000
2026-04-22 13F-HR WDC / Western Digital Janney Montgomery Scott LLC 24,297 25,741 5.94
2026-04-22 13F-HR WDC / Western Digital Gemmer Asset Management LLC 0 2,348
2026-04-22 13F-HR WDC / Western Digital Romano Brothers And Company 15,226 15,401 1.15
2026-04-22 13F-HR WDC / Western Digital Smallwood Wealth Investment Management, LLC 55 55 0.00
2026-04-22 13F-HR WDC / Western Digital Apollon Wealth Management, LLC 6,516 8,838 35.64
2026-04-22 13F-HR WDC / Western Digital Portus Wealth Advisors, LLC 27
2026-04-22 13F-HR WDC / Western Digital Spire Wealth Management 3,045 15,115 396.39
2026-04-22 13F-HR WDC / Western Digital ABN AMRO Bank N.V. 1,538
2026-04-22 13F-HR NTAP / NetApp Romano Brothers And Company 0 9,200
2026-04-22 13F-HR WDC / Western Digital Motco 516 0 -100.00
2026-04-22 13F-HR WDC / Western Digital Cornerstone Wealth Group, LLC 1,466 1,478 0.82
2026-04-22 13F-HR WDC / Western Digital Vinland Capital Management Gestora de Recursos LTDA. 894 0 -100.00
2026-04-22 13F-HR WDC / Western Digital Bravera Wealth 33
2026-04-22 13F-HR WDC / Western Digital Parcion Private Wealth LLC 2,302 2,456 6.69
2026-04-22 13F-HR WDC / Western Digital Omnitrust Wealth Management, Inc 883
2026-04-22 13F-HR WDC / Western Digital Pictet Asset Management Holding SA 342,516 215,749 -37.01
2026-04-22 13F-HR WDC / Western Digital Patton Fund Management, Inc. 29,828 10,953 -63.28
2026-04-22 13F-HR NTAP / NetApp Patton Fund Management, Inc. 2,070 2,070 0.00
2026-04-22 13F-HR NTAP / NetApp Janney Montgomery Scott LLC 112,684 118,939 5.55
2026-04-22 13F-HR WDC / Western Digital Sterling Capital Management LLC 28,662 20,747 -27.61
2026-04-22 13F-HR WDC / Western Digital Arcadia Investment Management Corp/mi 2 2 0.00
2026-04-22 13F-HR NTAP / NetApp Sterling Capital Management LLC 7,864 4,722 -39.95
2026-04-22 13F-HR NTAP / NetApp J. Team Financial, Inc. 3,189 2,774 -13.01
2026-04-22 13F-HR WDC / Western Digital Abundance Wealth Counselors 1,828
2026-04-22 13F-HR WDC / Western Digital Bravera Wealth 33 33 0.00
2026-04-22 13F-HR WDC / Western Digital Avantra Family Wealth, Inc. 2,250
2026-04-22 13F-HR WDC / Western Digital Gunderson Capital Management Inc. 44,801 0 -100.00
2026-04-22 13F-HR WDC / Western Digital Coastal Investment Advisors, Inc. 1,514 0 -100.00
2026-04-22 13F-HR WDC / Western Digital Patriot Financial Group Insurance Agency, LLC 0 1,216
2026-04-22 13F-HR NTAP / NetApp Stone House Investment Management, LLC 3 0 -100.00
2026-04-22 13F-HR WDC / Western Digital Stone House Investment Management, LLC 2 6 200.00
2026-04-22 13F-HR WDC / Western Digital Braun Stacey Associates Inc 243,366 207,494 -14.74
2026-04-22 13F-HR WDC / Western Digital WestEnd Advisors, LLC 6 6 0.00
2026-04-22 13F-HR NTAP / NetApp Apollon Wealth Management, LLC 5,108 6,070 18.83
2026-04-22 13F-HR WDC / Western Digital Englebert Financial Advisers, LLC 1,387
2026-04-22 13F-HR WDC / Western Digital J. L. Bainbridge & Co., Inc. 839
2026-04-22 13F-HR WDC / Western Digital Pinnacle Bancorp, Inc. 88 71 -19.32
2026-04-22 13F-HR WDC / Western Digital BluePath Capital Management, LLC 1,238 1,105 -10.74
2026-04-22 13F-HR WDC / Western Digital Caldwell Trust Co 20 20 0.00
2026-04-22 13F-HR WDC / Western Digital Barnes Dennig Private Wealth Management LLC 306
2026-04-22 13F-HR WDC / Western Digital Gerber, Llc 3,381 3,381 0.00
2026-04-22 13F-HR WDC / Western Digital Louisbourg Investments Inc. 1,150 925 -19.57
2026-04-22 13F-HR WDC / Western Digital JNBA Financial Advisors 287 287 0.00
2026-04-22 13F-HR NTAP / NetApp Pictet Asset Management Holding SA 121,247 111,323 -8.18
2026-04-22 13F-HR EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF Spirepoint Private Client, Llc 6,676
2026-04-22 13F-HR STX / Seagate Technology Holdings Western Financial Corp/CA 5,528 10,264 85.67
2026-04-22 13F-HR PSTG / Everpure Spirepoint Private Client, Llc 90,440 90,440 0.00
2026-04-22 13F-HR PSTG / Everpure Pictet Asset Management Holding SA 128,316 157,702 22.90
2026-04-22 13F-HR PSTG / Everpure Clear Creek Financial Management, LLC 8,761 10,333 17.94
2026-04-22 13F-HR STX / Seagate Technology Holdings Caldwell Trust Co 1,526 1,485 -2.69
2026-04-22 13F-HR STX / Seagate Technology Holdings Arcadia Investment Management Corp/mi 1 1 0.00
2026-04-22 13F-HR STX / Seagate Technology Holdings Vicus Capital 1,295 1,301 0.46
2026-04-22 13F-HR STX / Seagate Technology Holdings Stone House Investment Management, LLC 118 118 0.00
2026-04-22 13F-HR STX / Seagate Technology Holdings Parcion Private Wealth LLC 996 1,019 2.31
2026-04-22 13F-HR STX / Seagate Technology Holdings Networth Advisors, LLC 26 0 -100.00
2026-04-22 13F-HR STX / Seagate Technology Holdings Continuum Advisory, LLC 1,114 925 -16.97
2026-04-22 13F-HR STX / Seagate Technology Holdings Gunderson Capital Management Inc. 10,525
2026-04-22 13F-HR STX / Seagate Technology Holdings Cornerstone Wealth Group, LLC 3,523 3,542 0.54
2026-04-22 13F-HR STX / Seagate Technology Holdings Spirepoint Private Client, Llc 1,742 1,762 1.15
2026-04-22 13F-HR PSTG / Everpure Spire Wealth Management 420 419 -0.24
2026-04-22 13F-HR PSTG / Everpure Caldwell Trust Co 42
2026-04-22 13F-HR STX / Seagate Technology Holdings Truefg, Llc 1,376 1,376 0.00
2026-04-22 13F-HR PSTG / Everpure Sendero Wealth Management, LLC 33,874
2026-04-22 13F-HR STX / Seagate Technology Holdings Englebert Financial Advisers, LLC 796
2026-04-22 13F-HR PSTG / Everpure Union Bancaire Privee, UBP SA 24,609 26,850 9.11
2026-04-22 13F-HR STX / Seagate Technology Holdings Pictet Asset Management Holding SA 133,255 135,379 1.59
2026-04-22 13F-HR STX / Seagate Technology Holdings Janney Montgomery Scott LLC 89,911 78,978 -12.16
2026-04-22 13F-HR EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF Spire Wealth Management 1,036 1,040 0.39
2026-04-22 13F-HR STX / Seagate Technology Holdings Patriot Financial Group Insurance Agency, LLC 2,463 5,244 112.91
2026-04-22 13F-HR STX / Seagate Technology Holdings Vinland Capital Management Gestora de Recursos LTDA. 558 0 -100.00
2026-04-22 13F-HR PSTG / Everpure RBA Wealth Management, LLC 77,796 80,285 3.20
2026-04-22 13F-HR STX / Seagate Technology Holdings Bravera Wealth 8
2026-04-22 13F-HR STX / Seagate Technology Holdings Red Door Wealth Management, LLC 523
2026-04-22 13F-HR STX / Seagate Technology Holdings Pinnacle Bancorp, Inc. 51 27 -47.06
2026-04-22 13F-HR STX / Seagate Technology Holdings Portus Wealth Advisors, LLC 2
2026-04-22 13F-HR STX / Seagate Technology Holdings WestEnd Advisors, LLC 3 3 0.00
2026-04-22 13F-HR STX / Seagate Technology Holdings Bravera Wealth 8 8 0.00
2026-04-22 13F-HR PSTG / Everpure Sterling Capital Management LLC 19,860 17,875 -9.99
2026-04-22 13F-HR STX / Seagate Technology Holdings Spire Wealth Management 1,276 9,554 648.75
2026-04-22 13F-HR STX / Seagate Technology Holdings Oak Harvest Investment Services 2,000 2,482 24.10
2026-04-22 13F-HR PSTG / Everpure Arcadia Investment Management Corp/mi 74,580 80,030 7.31
2026-04-22 13F-HR STX / Seagate Technology Holdings Apollon Wealth Management, LLC 12,304 14,716 19.60
2026-04-22 13F-HR STX / Seagate Technology Holdings Atlantic Edge Private Wealth Management, LLC 60 115 91.67
2026-04-22 13F-HR PSTG / Everpure Stone House Investment Management, LLC 4 5 25.00
2026-04-22 13F-HR STX / Seagate Technology Holdings Barnes Dennig Private Wealth Management LLC 133
2026-04-22 13F-HR STX / Seagate Technology Holdings Mindset Wealth Management, Llc 5,799 4,994 -13.88
2026-04-22 13F-HR STX / Seagate Technology Holdings Patton Fund Management, Inc. 27,445 9,855 -64.09
2026-04-22 13F-HR STX / Seagate Technology Holdings Harbor Asset Planning, Inc. 187 187 0.00
2026-04-22 13F-HR STX / Seagate Technology Holdings Romano Brothers And Company 20,213 13,188 -34.75
2026-04-22 13F-HR PSTG / Everpure Janney Montgomery Scott LLC 19,277 28,138 45.97
2026-04-21 13F-HR STX / Seagate Technology Holdings Venturi Wealth Management, LLC 3,147 3,405 8.20
2026-04-21 13F-HR STX / Seagate Technology Holdings Financial Consulate, Inc 23 59 156.52
2026-04-21 13F-HR STX / Seagate Technology Holdings Nemes Rush Group LLC 1,489 1,489 0.00
2026-04-21 13F-HR STX / Seagate Technology Holdings First United Bank Trust/ 190
2026-04-21 13F-HR STX / Seagate Technology Holdings Vanguard Capital Wealth Advisors 650
2026-04-21 13F-HR STX / Seagate Technology Holdings Sandro Wealth Management LLC 706
2026-04-21 13F-HR STX / Seagate Technology Holdings Quad-Cities Investment Group, LLC 1,000 1,000 0.00
2026-04-21 13F-HR STX / Seagate Technology Holdings Grimes & Company, Inc. 2,781 5,132 84.54
2026-04-21 13F-HR STX / Seagate Technology Holdings Wedbush Securities Inc 4,722 4,244 -10.12
2026-04-21 13F-HR STX / Seagate Technology Holdings Old National Bancorp /in/ 2,347 2,382 1.49
2026-04-21 13F-HR STX / Seagate Technology Holdings PharVision Advisers, LLC 1,648 0 -100.00
2026-04-21 13F-HR PSTG / Everpure OP Asset Management Ltd 51,158 59,790 16.87
2026-04-21 13F-HR STX / Seagate Technology Holdings Robeco Institutional Asset Management B.V. 60,142 80,144 33.26
2026-04-21 13F-HR STX / Seagate Technology Holdings Chapin Davis, Inc. 37,842 34,910 -7.75
2026-04-21 13F-HR STX / Seagate Technology Holdings Magnolia Private Wealth, LLC 549
2026-04-21 13F-HR STX / Seagate Technology Holdings Everpar Advisors Llc 860 925 7.56
2026-04-21 13F-HR STX / Seagate Technology Holdings Aull & Monroe Investment Management Corp 11,230 11,135 -0.85
2026-04-21 13F-HR STX / Seagate Technology Holdings Foster & Motley Inc 1,203 1,153 -4.16
2026-04-21 13F-HR STX / Seagate Technology Holdings Hosking Partners LLP 98,152 71,346 -27.31
2026-04-21 13F-HR PSTG / Everpure Pinnacle Associates Ltd 4,055 4,430 9.25
2026-04-21 13F-HR PSTG / Everpure Pallas Capital Advisors LLC 10,884 10,853 -0.28
2026-04-21 13F-HR PSTG / Everpure Outfitter Financial LLC 13,910 15,660 12.58
2026-04-21 13F-HR PSTG / Everpure Robeco Institutional Asset Management B.V. 456,437 137,420 -69.89
2026-04-21 13F-HR PSTG / Everpure Vise Technologies, Inc. 3,336 3,336 0.00
2026-04-21 13F-HR STX / Seagate Technology Holdings Mesirow Financial Investment Management, Inc. 766 739 -3.52
2026-04-21 13F-HR STX / Seagate Technology Holdings OneAscent Financial Services LLC 963 522 -45.79
2026-04-21 13F-HR STX / Seagate Technology Holdings Vise Technologies, Inc. 6,128 6,128 0.00
2026-04-21 13F-HR PSTG / Everpure HCR Wealth Advisors 3,211 0 -100.00
2026-04-21 13F-HR STX / Seagate Technology Holdings Worthington Financial Partners, LLC 726
2026-04-21 13F-HR STX / Seagate Technology Holdings Maridea Wealth Management LLC 574
2026-04-21 13F-HR PSTG / Everpure Aaron Wealth Advisors LLC 3,538 0 -100.00
2026-04-21 13F-HR STX / Seagate Technology Holdings Decker Retirement Planning Inc. 20,406 19,811 -2.92
2026-04-21 13F-HR STX / Seagate Technology Holdings Aaron Wealth Advisors LLC 0 779
2026-04-21 13F-HR STX / Seagate Technology Holdings One Wealth Advisors, LLC 2,462 2,188 -11.13
2026-04-21 13F-HR STX / Seagate Technology Holdings GHP Investment Advisors, Inc. 66 66 0.00
2026-04-21 13F-HR STX / Seagate Technology Holdings Kingsman Wealth Management, Inc. 2,642
2026-04-21 13F-HR STX / Seagate Technology Holdings Creative Capital Management Investments LLC 6 6 0.00
2026-04-21 13F-HR STX / Seagate Technology Holdings PDS Planning, Inc 816 784 -3.92
2026-04-21 13F-HR STX / Seagate Technology Holdings Wealth Effects Llc 1,550 1,000 -35.48
2026-04-21 13F-HR STX / Seagate Technology Holdings Pinnacle Wealth Management Advisory Group, LLC 2,014 2,105 4.52
2026-04-21 13F-HR STX / Seagate Technology Holdings International Private Wealth Advisors LLC 0 1,029
2026-04-21 13F-HR STX / Seagate Technology Holdings Falcon Wealth Planning 580
2026-04-21 13F-HR STX / Seagate Technology Holdings Pallas Capital Advisors LLC 5,446 5,245 -3.69
2026-04-21 13F-HR STX / Seagate Technology Holdings SmartHarvest Portfolios, LLC 1,042 820 -21.31
2026-04-21 13F-HR EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF Morton Capital Management LLC/CA 16,348 16,314 -0.21
2026-04-21 13F-HR STX / Seagate Technology Holdings Pinnacle Associates Ltd 2,893 2,812 -2.80
2026-04-21 13F-HR STX / Seagate Technology Holdings Maseco Llp 82 19 -76.83
2026-04-21 13F-HR STX / Seagate Technology Holdings Tumwater Wealth Management, LLC 600
2026-04-21 13F-HR STX / Seagate Technology Holdings Paradigm Financial Partners, Llc 1,709 1,968 15.16
2026-04-21 13F-HR NTAP / NetApp Fruth Investment Management 7,150 7,150 0.00
2026-04-21 13F-HR NTAP / NetApp Narus Financial Partners, LLC 2,174 0 -100.00
2026-04-21 13F-HR NTAP / NetApp Morton Capital Management LLC/CA 2,028 2,028 0.00
2026-04-21 13F-HR WDC / Western Digital Decker Retirement Planning Inc. 19,653 7,754 -60.55
2026-04-21 13F-HR NTAP / NetApp Forteris Wealth Management Inc. 10,980 10,980 0.00
2026-04-21 13F-HR WDC / Western Digital PDS Planning, Inc 2,516 2,616 3.97
2026-04-21 13F-HR WDC / Western Digital Pinnacle Wealth Management Advisory Group, LLC 2,675 2,670 -0.19
2026-04-21 13F-HR NTAP / NetApp Nemes Rush Group LLC 1,298 1,298 0.00
2026-04-21 13F-HR WDC / Western Digital Wealth Effects Llc 2,300 1,700 -26.09
2026-04-21 13F-HR NTAP / NetApp Laurel Oak Wealth Management, Llc 4,491 4,493 0.04
2026-04-21 13F-HR WDC / Western Digital Kieckhefer Group Llc 6,000 6,000 0.00
2026-04-21 13F-HR WDC / Western Digital Venturi Wealth Management, LLC 2,810 1,999 -28.86
2026-04-21 13F-HR WDC / Western Digital Vise Technologies, Inc. 8,575 8,575 0.00
2026-04-21 13F-HR WDC / Western Digital HCR Wealth Advisors 762
2026-04-21 13F-HR WDC / Western Digital One Wealth Advisors, LLC 4,273 4,434 3.77
2026-04-21 13F-HR WDC / Western Digital OneAscent Wealth Management LLC 1,386
2026-04-21 13F-HR WDC / Western Digital Laurel Oak Wealth Management, Llc 1,271 1,177 -7.40
2026-04-21 13F-HR WDC / Western Digital Nemes Rush Group LLC 10 28 180.00
2026-04-21 13F-HR WDC / Western Digital Robeco Institutional Asset Management B.V. 1,376,751 984,685 -28.48
2026-04-21 13F-HR WDC / Western Digital First United Bank Trust/ 380
2026-04-21 13F-HR NTAP / NetApp Vise Technologies, Inc. 3,856 3,856 0.00
2026-04-21 13F-HR NTAP / NetApp GHP Investment Advisors, Inc. 110,736 111,449 0.64
2026-04-21 13F-HR NTAP / NetApp Robeco Institutional Asset Management B.V. 257,387 635,352 146.85