Household Audio and Video Equipment - 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)
2026-04-29 13F-HR SONO / Sonos Oregon Public Employees Retirement Fund 27,640 27,640 0.00
2026-04-29 13F-HR SONO / Sonos CVA Family Office, LLC 33 0 -100.00
2026-04-29 13F-HR KN / Knowles Police & Firemen's Retirement System of New Jersey 22,386 22,386 0.00
2026-04-29 SCHEDULE 13G SONO / Sonos Vanguard Portfolio Management Llc 8,822,820
2026-04-29 13F-HR KN / Knowles Klp Kapitalforvaltning As 18,300 19,100 4.37
2026-04-29 13F-HR SONO / Sonos Klp Kapitalforvaltning As 23,200 52,500 126.29
2026-04-29 13F-HR SONO / Sonos Hughes Financial Services, LLC 3
2026-04-29 SCHEDULE 13G KN / Knowles Vanguard Portfolio Management Llc 6,721,350
2026-04-29 13F-HR/A SONO / Sonos Farmers & Merchants Trust Co of Chambersburg PA 500 500 0.00
2026-04-29 13F-HR KN / Knowles Standard Life Aberdeen plc 634,355 649,880 2.45
2026-04-29 13F-HR/A SONO / Sonos Salem Investment Counselors Inc 0 50
2026-04-29 13F-HR SONO / Sonos Police & Firemen's Retirement System of New Jersey 32,675 32,675 0.00
2026-04-29 13F-HR KN / Knowles R Squared Ltd 10,755 0 -100.00
2026-04-29 13F-HR KN / Knowles Skopos Labs, Inc. 12,063 19,891 64.89
2026-04-29 13F-HR KN / Knowles Oregon Public Employees Retirement Fund 19,488 19,388 -0.51
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt American Capital Advisory, LLC 84 279 232.14
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Raelipskie Partnership 58,184 59,738 2.67
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Frank, Rimerman Advisors LLC 84,097 84,525 0.51
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Resonant Capital Advisors, LLC 12,190 21,815 78.96
2026-04-29 13F-HR/A SONY / Sony Group Corporation - Depositary Receipt Salem Investment Counselors Inc 0 345
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Jackson Thornton Asset Management, Llc 0 9,685
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Ocean Capital Management, LLC 15,085 14,835 -1.66
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Envestnet Portfolio Solutions, Inc. 51,867 26,642 -48.63
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt CVA Family Office, LLC 1,431 1,431 0.00
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Delta Capital Management Llc 141,470 141,290 -0.13
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Montag A & Associates Inc 310 310 0.00
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt KERR FINANCIAL PLANNING Corp 90 90 0.00
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Axxcess Wealth Management, Llc 10,788 0 -100.00
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Cordatus Wealth Management LLC 23,634 0 -100.00
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Skopos Labs, Inc. 106,186 200,624 88.94
2026-04-29 13F-HR SONY / Sony Group Corporation - Depositary Receipt Mondrian Investment Partners LTD 8,684,097 11,975,861 37.91
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Integrated Advisors Network LLC 21,571 22,925 6.28
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Alberta Investment Management Corp 0 1,993,000
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Argonautica Private Wealth Management, Inc 22,044 25,402 15.23
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Bogart Wealth, LLC 800 815 1.88
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt ORG Wealth Partners, LLC 404 382 -5.45
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Kathmere Capital Management, LLC 34,423 22,787 -33.80
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Flagship Harbor Advisors, Llc 13,345 0 -100.00
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt South Shore Capital Advisors 12,834 12,998 1.28
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Quent Capital, LLC 4,888 4,888 0.00
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Handelsbanken Fonder AB 1,176,915 0 -100.00
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Golden State Wealth Management, LLC 2,421 2,421 0.00
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Hardy Reed LLC 17,862 18,446 3.27
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Abel Hall, LLC 10,989 13,437 22.28
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Kingswood Wealth Advisors, Llc 12,089 11,177 -7.54
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Nbt Bank N A /ny 430 571 32.79
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt AdvisorShares Investments LLC 38,302 0 -100.00
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Stratos Wealth Advisors, LLC 10,534 15,126 43.59
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Steigerwald, Gordon & Koch Inc. 544 1,000 83.82
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Timber Creek Capital Management LLC 206,805 206,783 -0.01
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Opes Wealth Management LLC 11,980 12,035 0.46
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Southern Michigan Bank & Trust 68
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Stephens Inc /ar/ 14,967 9,753 -34.84
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Sage Rhino Capital Llc 25,094 24,268 -3.29
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Bfsg, Llc 285,366 333 -99.88
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Stratos Wealth Partners, LTD. 11,221 0 -100.00
2026-04-28 13F-HR SONY / Sony Group Corporation - Depositary Receipt Philip James Wealth Mangement, LLC 21,139 21,056 -0.39
2026-04-28 13F-HR KN / Knowles Hodges Capital Management Inc. 130,823 217,386 66.17
2026-04-28 13F-HR GNSS / Genasys SBI Securities Co., Ltd. 3 3 0.00
2026-04-28 13F-HR SONO / Sonos Handelsbanken Fonder AB 37,800 37,800 0.00
2026-04-28 13F-HR SONO / Sonos SBI Securities Co., Ltd. 1,732 1,728 -0.23
2026-04-28 13F-HR SONO / Sonos Harbor Capital Advisors, Inc. 35,677 0 -100.00
2026-04-28 13F-HR KN / Knowles Handelsbanken Fonder AB 31,490 31,490 0.00
2026-04-28 13F-HR KN / Knowles SBI Securities Co., Ltd. 51 31 -39.22
2026-04-28 13F-HR KN / Knowles Harbor Capital Advisors, Inc. 30,810 0 -100.00
2026-04-28 13F-HR KOSS / Koss SBI Securities Co., Ltd. 120 120 0.00
2026-04-28 13F-HR KN / Knowles Everence Capital Management Inc 9,450 9,450 0.00
2026-04-28 13F-HR SONO / Sonos Flagship Harbor Advisors, Llc 871 0 -100.00
2026-04-28 13F-HR IMTE / Integrated Media Technology SBI Securities Co., Ltd. 145 145 0.00
2026-04-28 13F-HR SONO / Sonos Quent Capital, LLC 38,000 48,000 26.32
2026-04-28 13F-HR KN / Knowles Abel Hall, LLC 13,152 14,325 8.92
2026-04-27 13F-HR SONO / Sonos Sound Income Strategies, LLC 240 240 0.00
2026-04-27 13F-HR KN / Knowles Qrg Capital Management, Inc. 16,871 9,806 -41.88
2026-04-27 13F-HR SONO / Sonos Leonteq Securities AG 5,295 7,690 45.23
2026-04-27 13F-HR KN / Knowles Sound Income Strategies, LLC 571 571 0.00
2026-04-27 13F-HR GNSS / Genasys Capital Advisors Inc/ok 43,690 43,690 0.00
2026-04-27 13F-HR AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund BIP Wealth, LLC 38,016 31,286 -17.70
2026-04-27 13F-HR SONO / Sonos New York State Teachers Retirement System 27,824 23,919 -14.03
2026-04-27 13F-HR KN / Knowles Ethic Inc. 10,032 9,870 -1.61
2026-04-27 13F-HR KN / Knowles Y-Intercept (Hong Kong) Ltd 75,635 76,098 0.61
2026-04-27 13F-HR SONO / Sonos Y-Intercept (Hong Kong) Ltd 60,075 140,366 133.65
2026-04-27 13F-HR KN / Knowles New York State Teachers Retirement System 85,542 82,751 -3.26
2026-04-27 13F-HR KN / Knowles Moran Wealth Management, LLC 27,244 44,494 63.32
2026-04-27 13F-HR SONO / Sonos Counterpoint Mutual Funds LLC 45,437 0 -100.00
2026-04-27 13F-HR SONO / Sonos Td Private Client Wealth Llc 133 77 -42.11
2026-04-27 13F-HR SONO / Sonos Deroy & Devereaux Private Investment Counsel Inc 1,977,736 1,954,566 -1.17
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Pensionmark Financial Group, Llc 33,483 23,915 -28.58
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Td Private Client Wealth Llc 11,844 11,839 -0.04
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Sound Income Strategies, LLC 2,685 1,802 -32.89
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt PFG Investments, LLC 12,377 11,277 -8.89
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Albion Financial Group /ut 450 488 8.44
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Fideuram - Intesa Sanpaolo Private Banking S.p.a. 4,001 4,001 0.00
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Mount Yale Investment Advisors, LLC 27,432 22,748 -17.07
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Exencial Wealth Advisors, Llc 0 68,454
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Leonteq Securities AG 60,000 0 -100.00
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt HB Wealth Management, LLC 53,323 41,912 -21.40
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Boyd Watterson Asset Management Llc/oh 50 50 0.00
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt V-Square Quantitative Management LLC 1,050 3,809 262.76
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Certior Financial Group, Llc 13,400 14,294 6.67
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Greenleaf Trust 77,565 54,371 -29.90
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Y-Intercept (Hong Kong) Ltd 67,346 295,454 338.71
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Qrg Capital Management, Inc. 393,561 361,696 -8.10
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Oxbow Advisors, LLC 145,802
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Tsfg, Llc 0 1,100
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Truist Financial Corp 366,922 358,534 -2.29
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Leonteq Securities AG 7,825 16,296 108.26
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Ethic Inc. 524,594 496,565 -5.34
2026-04-27 13F-HR SONY / Sony Group Corporation - Depositary Receipt Nvwm, Llc 800 800 0.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Private Advisor Group, LLC 36,534 38,079 4.23
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Keybank National Association/oh 103,229 135,426 31.19
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Key FInancial Inc 24,265 24,867 2.48
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Root Financial Partners, LLC 3,393 1,406 -58.56
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Abacus Wealth Partners, LLC 44,731 38,458 -14.02
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Yousif Capital Management, Llc 52,056 52,056 0.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Eagle Bay Advisors LLC 8,274 0 -100.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Medallion Wealth Advisors, LLC 125
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Bayban 500 0 -100.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Raiffeisen Bank International AG 725 725 0.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Cabot Wealth Management Inc 814,583 830,909 2.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Oakworth Capital, Inc. 650 650 0.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Secured Retirement Advisors, Llc 47,162 0 -100.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Medallion Wealth Advisors, LLC 125 0 -100.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Mitchell & Pahl Private Wealth, Llc 40,335 41,568 3.06
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Livet Wealth, LLC 13,405 12,329 -8.03
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt National Asset Management, Inc. 13,730 14,536 5.87
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt SOL Capital Management CO 75,595 0 -100.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Optas, LLC 18,713 17,357 -7.25
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Merited Wealth, LLC 84 0 -100.00
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt Medallion Wealth Advisors, LLC 125
2026-04-24 13F-HR SONY / Sony Group Corporation - Depositary Receipt UMA Financial Services, Inc. 1,466 1,606 9.55
2026-04-24 13F-HR SONO / Sonos Root Financial Partners, LLC 69
2026-04-24 13F-HR SONO / Sonos Strs Ohio 49,600 59,000 18.95
2026-04-24 13F-HR KN / Knowles Yousif Capital Management, Llc 22,884 22,621 -1.15
2026-04-24 13F-HR KN / Knowles Private Advisor Group, LLC 0 8,847
2026-04-24 13F-HR SONO / Sonos ProShare Advisors LLC 23,241 18,603 -19.96
2026-04-24 13F-HR KN / Knowles UMA Financial Services, Inc. 7 7 0.00
2026-04-24 13F-HR AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund Private Advisor Group, LLC 0 5,639
2026-04-24 13F-HR KN / Knowles Root Financial Partners, LLC 3 3 0.00
2026-04-24 13F-HR KOSS / Koss James Investment Research Inc 10,575 15,475 46.34
2026-04-24 13F-HR KN / Knowles ProShare Advisors LLC 16,612 13,293 -19.98
2026-04-24 13F-HR KN / Knowles Strs Ohio 38,400 35,700 -7.03
2026-04-24 13F-HR SONO / Sonos Bayban 50 0 -100.00
2026-04-24 13F-HR SONO / Sonos Yousif Capital Management, Llc 32,641 32,347 -0.90
2026-04-23 13F-HR KN / Knowles Farmers & Merchants Investments Inc 53 48 -9.43
2026-04-23 13F-HR SONO / Sonos Farmers & Merchants Investments Inc 70 70 0.00
2026-04-23 13F-HR SONO / Sonos Farmers & Merchants Trust Co of Chambersburg PA 500
2026-04-23 13F-HR KN / Knowles McMillan Office, Inc. 1,800 1,800 0.00
2026-04-23 13F-HR KN / Knowles CWM Advisors, LLC 21,842 20,327 -6.94
2026-04-23 13F-HR KN / Knowles North Star Investment Management Corp. 193
2026-04-23 13F-HR KOSS / Koss Fairway Wealth LLC 34 0 -100.00
2026-04-23 13F-HR SONO / Sonos SJS Investment Consulting Inc. 5 19 280.00
2026-04-23 13F-HR KN / Knowles Private Wealth Management Group, LLC 218 218 0.00
2026-04-23 13F-HR KN / Knowles Marquette Asset Management, LLC 88
2026-04-23 13F-HR SONO / Sonos Private Wealth Management Group, LLC 349 349 0.00
2026-04-23 13F-HR SONO / Sonos Marquette Asset Management, LLC 44,694 0 -100.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt SJS Investment Consulting Inc. 1,369 2,638 92.70
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Rexford Capital Inc 2,815 2,815 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Klein Pavlis & Peasley Financial, Inc. 83,919 106,101 26.43
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Forum Financial Management, LP 118,617 0 -100.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Harbor Investment Advisory, Llc 1,345 1,345 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Oppenheimer Asset Management Inc. 355,937 382,374 7.43
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt American National Bank 6,640 6,640 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Kohmann Bosshard Financial Services, LLC 7 7 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Fairman Group, LLC 352 352 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Chicago Capital, LLC 12,615 12,615 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Ameliora Wealth Management Ltd. 2,200 2,200 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt North Star Investment Management Corp. 915 939 2.62
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Oppenheimer & Co Inc 176,877 177,213 0.19
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Mayflower Financial Advisors, LLC 11,212 0 -100.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Farmers & Merchants Investments Inc 760 760 0.00
2026-04-23 13F-HR SONY / Sony Group Corporation - Depositary Receipt Financial & Tax Architects, LLC 28,547 0 -100.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Smallwood Wealth Investment Management, LLC 10 10 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Sterling Capital Management LLC 45,946 42,761 -6.93
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Princeton Global Asset Management LLC 206,703 207,343 0.31
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Spire Wealth Management 688 675 -1.89
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Advocate Investing Services LLC 845 845 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Figure 8 Investment Strategies Llc 76,791 71,856 -6.43
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Avantra Family Wealth, Inc. 25,896 0 -100.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Motco 804 105 -86.94
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Apollon Wealth Management, LLC 24,795 31,141 25.59
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Bravera Wealth 182 0 -100.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Bravera Wealth 182
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Traveka Wealth, LLC 14,870 13,758 -7.48
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Wiser Advisor Group LLC 151 151 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Coston, McIsaac & Partners 190 190 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Stone House Investment Management, LLC 80 80 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Abundance Wealth Counselors 9,902 9,998 0.97
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt JNBA Financial Advisors 104 104 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt BigSur Wealth Management LLC 25,925 25,925 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Pinnacle Bancorp, Inc. 2,070 2,070 0.00
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt BKM Wealth Management, LLC 23,936 28,295 18.21
2026-04-22 13F-HR SONY / Sony Group Corporation - Depositary Receipt Janney Montgomery Scott LLC 123,054 121,992 -0.86
2026-04-22 13F-HR KN / Knowles Sterling Capital Management LLC 4,672 26,638 470.16
2026-04-22 13F-HR KN / Knowles Pictet Asset Management Holding SA 13,294 13,294 0.00
2026-04-22 13F-HR KN / Knowles Pinnacle Bancorp, Inc. 100 100 0.00
2026-04-22 13F-HR SONO / Sonos Sterling Capital Management LLC 1,297 1,038 -19.97
2026-04-22 13F-HR SONO / Sonos Pictet Asset Management Holding SA 17,236 20,095 16.59
2026-04-22 13F-HR AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund Spire Wealth Management 991 991 0.00
2026-04-21 13F-HR SONO / Sonos Financial Consulate, Inc 43 43 0.00
2026-04-21 13F-HR SONO / Sonos PharVision Advisers, LLC 26,192 0 -100.00
2026-04-21 13F-HR AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund GHP Investment Advisors, Inc. 3,262 3,261 -0.03
2026-04-21 13F-HR SONO / Sonos Pallas Capital Advisors LLC 16,315 15,597 -4.40
2026-04-21 13F-HR SONO / Sonos Maseco Llp 662 0 -100.00
2026-04-21 13F-HR KN / Knowles Fruth Investment Management 17,225 17,175 -0.29
2026-04-21 13F-HR SONO / Sonos Robeco Institutional Asset Management B.V. 373,580 390,651 4.57
2026-04-21 13F-HR KN / Knowles OP Asset Management Ltd 77,899 72,088 -7.46
2026-04-21 13F-HR SONO / Sonos OP Asset Management Ltd 55,961 40,839 -27.02
2026-04-21 13F-HR KN / Knowles Gilpin Wealth Management, Llc 13 28 115.38
2026-04-21 13F-HR SONO / Sonos Gilpin Wealth Management, Llc 16 33 106.25
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Pinnacle Associates Ltd 21,130 15,570 -26.31
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt PDS Planning, Inc 34,982 36,593 4.61
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt GHP Investment Advisors, Inc. 0 530
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Everpar Advisors Llc 13,190 0 -100.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Founders Capital Management 2,005 2,005 0.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Laurel Oak Wealth Management, Llc 14,520 12,864 -11.40
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Wallace Advisory Group, LLC 9,943 0 -100.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Sunpointe, LLC 9,454 0 -100.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Penbrook Management LLC 68,500 68,500 0.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt OneAscent Financial Services LLC 10,631 11,922 12.14
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Maseco Llp 249 652 161.85
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Vise Technologies, Inc. 175,557 175,557 0.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Venturi Wealth Management, LLC 39,477 37,316 -5.47
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Wedbush Securities Inc 13,378 0 -100.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt One Wealth Advisors, LLC 27,842 27,996 0.55
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Financial Consulate, Inc 515 714 38.64
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Nemes Rush Group LLC 177 165 -6.78
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Welch Group, LLC 25,156 25,156 0.00
2026-04-21 13F-HR SONY / Sony Group Corporation - Depositary Receipt Aaron Wealth Advisors LLC 66,982 85,664 27.89
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Dagco, Inc. 246 196 -20.33
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Sowell Financial Services LLC 19,557 15,907 -18.66
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt BTC Capital Management, Inc. 98,152 154,232 57.14
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Columbia Asset Management 109,700 107,500 -2.01
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Kestra Private Wealth Services, Llc 10,063 9,840 -2.22
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Godsey & Gibb Associates 75 75 0.00
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Live Oak Private Wealth LLC 439,144 454,318 3.46
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Meyer Handelman Co 10,435 10,435 0.00
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Jfs Wealth Advisors, Llc 2,720 1,510 -44.49
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Hoxton Planning & Management, LLC 7,923 0 -100.00
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt LVW Advisors, LLC 21,974 28,468 29.55
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Ritholtz Wealth Management 258,638 185,233 -28.38
2026-04-20 13F-HR UEIC / Universal Electronics Assenagon Asset Management S.A. 239,044 163,897 -31.44
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt CWA Asset Management Group, LLC 114,145 0 -100.00
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt YANKCOM Partnership 976 115 -88.22
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Contravisory Investment Management, Inc. 10,335 0 -100.00
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt Ronald Blue Trust, Inc. 33,186 31,099 -6.29
2026-04-20 13F-HR SONY / Sony Group Corporation - Depositary Receipt MBM Wealth Consultants, LLC 0 55
2026-04-20 13F-HR/A KN / Knowles OP Asset Management Ltd 72,088 0 -100.00
2026-04-20 13F-HR KN / Knowles OP Asset Management Ltd 89,635 112,990 26.06
2026-04-20 13F-HR KN / Knowles Jfs Wealth Advisors, Llc 11 11 0.00
2026-04-20 13F-HR SONO / Sonos William B. Walkup & Associates, Inc. 50 50 0.00