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Iovance Biotherapeutics Inc (IOVA)

CUSIP: 462260100 | NYSE | Healthcare · Biotechnology | Small Cap | 972 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP6,238,693
0.0% of portfolio›$92.4M
C WorldWide Group Holding A/S1,260,000
1.3% of portfolio›$18.7M
Mirador Capital Partners LP1,095,740
1.9% of portfolio›$16.2M
Hennion & Walsh Asset Management, Inc.992,194
0.4% of portfolio›$14.7M
Citigroup Inc977,613
0.0% of portfolio›$14.5M
Tema Etfs LLC467,476
0.3% of portfolio›$6.9M
Creative Planning435,908
0.0% of portfolio›$6.5M
Pictet Asset Management Holding SA416,539
0.0% of portfolio›$6.0M
Simplex Trading, LLC300,685
0.0% of portfolio›$4.5M
Raiffeisen Bank International AG280,000
0.0% of portfolio›$4.0M
Sugar Maple Asset Management, LLC176,492
1.5% of portfolio›$2.6M
Profund Advisors LLC172,638
0.1% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.155,232
0.0% of portfolio›$2.3M
Virginia Retirement Systems ET Al131,450
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC112,811
0.0% of portfolio›$1.3M
Arizona State Retirement System106,848
0.0% of portfolio›$1.6M
Wedbush Securities Inc106,096
0.0% of portfolio›$1.6K
China Universal Asset Management Co., Ltd.82,650
0.1% of portfolio›$1.2M
Strs Ohio71,200
0.0% of portfolio›$1.1M
Centurion Wealth Management LLC69,168
0.2% of portfolio›$1.0M
ProShare Advisors LLC65,672
0.0% of portfolio›$973.3K
Grandfield & Dodd, LLC62,500
0.0% of portfolio›$926.3K
Leonteq Securities AG60,000
0.0% of portfolio›$889.2K
Haven Capital Group, Inc.59,143
0.7% of portfolio›$876.5K
Commonwealth Equity Services, LLC50,246
0.0% of portfolio›$744.7K
Caitong International Asset Management Co., Ltd42,494
0.1% of portfolio›$629.8K
Chicago Partners Investment Group LLC42,327
0.0% of portfolio›$596.4K
Kestra Advisory Services, LLC42,150
0.0% of portfolio›$624.7K
Penbrook Management LLC41,195
0.4% of portfolio›$610.5K
Xponance LLC41,146
0.0% of portfolio›$609.8K
Brighton Jones LLC40,069
0.0% of portfolio›$593.8K
IPG Investment Advisors LLC40,043
0.1% of portfolio›$593.4K
Traphagen Investment Advisors LLC38,962
0.0% of portfolio›$577.4K
Grimes & Co Wealth Management, LLC37,842
0.0% of portfolio›$560.8K
Carnegie Investment Counsel31,000
0.0% of portfolio›$459.4K
Pathway Financial Advisers, LLC28,834
0.1% of portfolio›$427.3K
Arcataur Capital Management LLC28,600
0.1% of portfolio›$423.9K
Creative Financial Designs Inc28,025
0.0% of portfolio›$415.3K
Abel Hall, LLC27,729
0.1% of portfolio›$410.9K
B. Riley Wealth Advisors, Inc.23,300
0.0% of portfolio›$345.3K
Mirae Asset Global Investments Co., Ltd.23,148
0.0% of portfolio›$343.1K
Brookstone Capital Management22,512
0.0% of portfolio›$333.6K
Swiss Life Asset Management Ltd21,631
0.0% of portfolio›$320.6K
Principal Financial Group Inc20,052
0.0% of portfolio›$297.2K
Able Wealth Management LLC20,000
0.1% of portfolio›$283.0K
Granite Investment Partners, LLC18,908
0.0% of portfolio›$280.2K
SBI Securities Co., Ltd.18,805
0.0% of portfolio›$278.7K
HB Wealth Management, LLC18,188
0.0% of portfolio›$269.5K
Krilogy Financial LLC16,662
0.0% of portfolio›$242.6K
State of Wyoming16,613
0.0% of portfolio›$246.2K
MGO One Seven LLC15,747
0.0% of portfolio›$233.4K
Beacon Financial Advisory LLC15,097
0.0% of portfolio›$223.7K
Revisor Wealth Management LLC14,560
0.1% of portfolio›$207.0K
NorthCrest Asset Manangement, LLC13,735
0.0% of portfolio›$182.8K
111 Capital13,621
0.0% of portfolio›$201.9K
XML Financial, LLC12,500
0.0% of portfolio›$185.3K
Amalgamated Bank10,798
0.0% of portfolio›$160
Ceera Investments, LLC10,065
0.1% of portfolio›$149.2K
Symphony Financial, Ltd. Co.10,011
0.0% of portfolio›$142.8K
Partners Wealth Management, LLC10,000
0.0% of portfolio›$148.2K
KBC Group NV9,586
0.0% of portfolio›$142
Gamma Investing LLC8,987
0.0% of portfolio›$133.2K
DekaBank Deutsche Girozentrale8,720
0.0% of portfolio›$129.0K
Bayforest Capital Ltd7,910
0.2% of portfolio›$117.2K
Sterling Capital Management LLC7,777
0.0% of portfolio›$115.3K
GK Wealth Management LLC7,196
0.1% of portfolio›$106.7K
Nisa Investment Advisors, LLC7,155
0.0% of portfolio›$106.0K
EverSource Wealth Advisors, LLC6,328
0.0% of portfolio›$93.8K
Farther Finance Advisors, LLC5,694
0.0% of portfolio›$84.4K
GF Fund Management Co. Ltd.5,392
0.0% of portfolio›$79.9K
Provenance Wealth Advisors, LLC4,115
0.0% of portfolio›$61.0K
Wealth Enhancement Trust Services, Inc.4,000
0.0% of portfolio›$59.3K
Root Financial Partners, LLC2,941
0.0% of portfolio›$43.6K
Valley National Advisers Inc2,560
0.0% of portfolio›$37.9K
Compass Financial Management LLC2,500
0.0% of portfolio›$37.1K
Essential Partners LLC1,748
0.0% of portfolio›$25.9K
Signaturefd, LLC1,718
0.0% of portfolio›$25.5K
SJS Investment Consulting Inc.1,713
0.0% of portfolio›$25.4K
Harbor Capital Advisors, Inc.1,476
0.0% of portfolio›$22
Parkside Financial Bank & Trust1,342
0.0% of portfolio›$19.9K
IFP Advisors, Inc1,096
0.0% of portfolio›$16.2K
First United Bank & Trust1,000
0.0% of portfolio›$14.8K
Hoey Investments, Inc1,000
0.0% of portfolio›$14.8K
North Star Investment Management Corp.525
0.0% of portfolio›$7.8K
Main Street Group, LTD500
0.0% of portfolio›$7.4K
True Wealth Design, LLC400
0.0% of portfolio›$5.9K
Avion Wealth367
0.0% of portfolio›$5
Parallel Advisors, LLC332
0.0% of portfolio›$4.9K
TD Private Client Wealth LLC309
0.0% of portfolio›$4.6K
Bare Financial Services, Inc307
0.0% of portfolio›$4.6K
Assetmark, Inc183
0.0% of portfolio›$2.7K
Fortitude Family Office, LLC121
0.0% of portfolio›$1.8K
Hazlett, Burt & Watson, Inc.100
0.0% of portfolio›$1
Covestor Ltd74
0.0% of portfolio›$1
Physician Wealth Advisors, Inc.57
0.0% of portfolio›$845
Buck Wealth Strategies, LLC30
0.0% of portfolio›$445
Ascentis Wealth Management, LLC19
0.0% of portfolio›$281
Inspire Investing, LLC11
0.0% of portfolio›$165
Hughes Financial Services, LLC9
0.0% of portfolio›$86
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
6,238,693$92.4M0.0%IndexLowAustin, TX2026-11-04
C WorldWide Group Holding A/S
1,260,000$18.7M1.3%CoreLowCopenhagen, Greece2026-11-04
Mirador Capital Partners LP
1,095,740$16.2M1.9%GrowthMediumPleasanton, CA2026-10-09
Hennion & Walsh Asset Management, Inc.
992,194$14.7M0.4%ValueMediumParsippany, NJ2026-10-13
Citigroup Inc
977,613$14.5M0.0%CoreMediumNew York, NY2026-11-04
Tema Etfs LLC
467,476$6.9M0.3%GrowthMediumNew York, NY2026-10-16
Creative Planning
435,908$6.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Pictet Asset Management Holding SA
416,539$6.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Simplex Trading, LLC
300,685$4.5M0.0%CoreVery HighChicago, IL2026-11-04
Raiffeisen Bank International AG
280,000$4.0M0.0%GrowthMediumVienna, Chile2026-10-28
Sugar Maple Asset Management, LLC
176,492$2.6M1.5%ETFMediumSister Bay, WI2026-10-13
Profund Advisors LLC
172,638$2.6M0.1%GrowthLowBethesda, MD2026-10-29
Cambridge Investment Research Advisors, Inc.
155,232$2.3M0.0%ETFLowFairfield, IA2026-11-02
Virginia Retirement Systems ET Al
131,450$1.9M0.0%CoreMediumRichmond, VA2026-10-28
Wealth Enhancement Advisory Services, LLC
112,811$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
106,848$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Wedbush Securities Inc
106,096$1.6K0.0%CoreLowPasadena, CA2026-10-22
China Universal Asset Management Co., Ltd.
82,650$1.2M0.1%GrowthMediumShanghai, France2026-10-28
Strs Ohio
71,200$1.1M0.0%CoreMediumColumbus, OH2026-10-30
Centurion Wealth Management LLC
69,168$1.0M0.2%ETFMediumMclean, VA2026-10-13
ProShare Advisors LLC
65,672$973.3K0.0%GrowthLowBethesda, MD2026-10-29
Grandfield & Dodd, LLC
62,500$926.3K0.0%CoreVery LowNew York, NY2026-10-29
Leonteq Securities AG
60,000$889.2K0.0%CoreHighZurich, Switzerland2026-10-29
Haven Capital Group, Inc.
59,143$876.5K0.7%Agg GrowthVery LowMontecito, CA2026-10-13
Commonwealth Equity Services, LLC
50,246$744.7K0.0%ETFLowWaltham, MA2026-11-02
Caitong International Asset Management Co., Ltd
42,494$629.8K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Chicago Partners Investment Group LLC
42,327$596.4K0.0%GARPLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
42,150$624.7K0.0%CoreLowAustin, TX2026-11-02
Penbrook Management LLC
41,195$610.5K0.4%CoreLowNew York, NY2026-10-16
Xponance LLC
41,146$609.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Brighton Jones LLC
40,069$593.8K0.0%CoreVery LowSeattle, WA2026-11-03
IPG Investment Advisors LLC
40,043$593.4K0.1%CoreMediumSan Diego, CA2026-10-30
Traphagen Investment Advisors LLC
38,962$577.4K0.0%ETFLowOradell, NJ2026-10-14
Grimes & Co Wealth Management, LLC
37,842$560.8K0.0%CoreLowWestborough, MA2026-10-29
Carnegie Investment Counsel
31,000$459.4K0.0%CoreLowPepper Pike, OH2026-10-20
Pathway Financial Advisers, LLC
28,834$427.3K0.1%CoreLowAuburn, IN2026-10-27
Arcataur Capital Management LLC
28,600$423.9K0.1%ETFVery LowMilwaukee, WI2026-10-21
Creative Financial Designs Inc
28,025$415.3K0.0%ETFMediumKokomo, IN2026-11-04
Abel Hall, LLC
27,729$410.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
B. Riley Wealth Advisors, Inc.
23,300$345.3K0.0%GrowthLowMemphis, TN2026-10-13
Mirae Asset Global Investments Co., Ltd.
23,148$343.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Brookstone Capital Management
22,512$333.6K0.0%ETFMediumWheaton, IL2026-10-22
Swiss Life Asset Management Ltd
21,631$320.6K0.0%CoreLowZurich, Switzerland2026-11-03
Principal Financial Group Inc
20,052$297.2K0.0%CoreLowDes Moines, IA2026-11-02
Able Wealth Management LLC
20,000$283.0K0.1%ETFMediumToms River, NJ2026-10-13
Granite Investment Partners, LLC
18,908$280.2K0.0%CoreMediumEl Segundo, CA2026-11-04
SBI Securities Co., Ltd.
18,805$278.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
HB Wealth Management, LLC
18,188$269.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Krilogy Financial LLC
16,662$242.6K0.0%GrowthLowSt. Louis, MO2026-10-13
State of Wyoming
16,613$246.2K0.0%ValueHighCheyenne, WY2026-10-28
MGO One Seven LLC
15,747$233.4K0.0%GrowthLowBeachwood, OH2026-10-28
Beacon Financial Advisory LLC
15,097$223.7K0.0%ETFLowCleveland, OH2026-10-16
Revisor Wealth Management LLC
14,560$207.0K0.1%CoreLowAkron, OH2026-10-20
NorthCrest Asset Manangement, LLC
13,735$182.8K0.0%GrowthLowPlymouth, MN2026-10-13
111 Capital
13,621$201.9K0.0%CoreVery HighParis, India2026-11-03
XML Financial, LLC
12,500$185.3K0.0%ETFLowBethesda, MD2026-10-29
Amalgamated Bank
10,798$1600.0%CoreVery LowNew York, NY2026-10-23
Ceera Investments, LLC
10,065$149.2K0.1%CoreMediumBellaire, TX2026-11-02
Symphony Financial, Ltd. Co.
10,011$142.8K0.0%GrowthLowHouston, TX2026-10-22
Partners Wealth Management, LLC
10,000$148.2K0.0%CoreLowCarmel By The Sea, CA2026-10-28
KBC Group NV
9,586$1420.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
8,987$133.2K0.0%IndexVery LowFoster City, CA2026-10-08
DekaBank Deutsche Girozentrale
8,720$129.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Bayforest Capital Ltd
7,910$117.2K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Sterling Capital Management LLC
7,777$115.3K0.0%GARPMediumCharlotte, NC2026-10-22
GK Wealth Management LLC
7,196$106.7K0.1%GARPVery HighReno, NV2026-10-09
Nisa Investment Advisors, LLC
7,155$106.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
6,328$93.8K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
5,694$84.4K0.0%IndexLowSan Francisco, CA2026-10-08
GF Fund Management Co. Ltd.
5,392$79.9K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Provenance Wealth Advisors, LLC
4,115$61.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Wealth Enhancement Trust Services, Inc.
4,000$59.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Root Financial Partners, LLC
2,941$43.6K0.0%ETFMediumEncinitas, CA2026-10-21
Valley National Advisers Inc
2,560$37.9K0.0%ETFLowBethlehem, PA2026-10-23
Compass Financial Management LLC
2,500$37.1K0.0%CoreN/ATampa, FL2026-10-30
Essential Partners LLC
1,748$25.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signaturefd, LLC
1,718$25.5K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
1,713$25.4K0.0%ETFVery LowSylvania, OH2026-10-26
Harbor Capital Advisors, Inc.
1,476$220.0%ValueHighChicago, IL2026-10-22
Parkside Financial Bank & Trust
1,342$19.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
1,096$16.2K0.0%GrowthLowTampa, FL2026-10-16
First United Bank & Trust
1,000$14.8K0.0%CoreLowOakland, MD2026-10-22
Hoey Investments, Inc
1,000$14.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
North Star Investment Management Corp.
525$7.8K0.0%CoreLowChicago, IL2026-10-27
Main Street Group, LTD
500$7.4K0.0%ETFMediumGlen Allen, VA2026-10-28
True Wealth Design, LLC
400$5.9K0.0%ETFMediumAkron, OH2026-10-13
Avion Wealth
367$50.0%ETFLowThe Woodlands, TX2026-11-04
Parallel Advisors, LLC
332$4.9K0.0%IndexLowSan Francisco, CA2026-11-03
TD Private Client Wealth LLC
309$4.6K0.0%ETFLowNew York, NY2026-10-28
Bare Financial Services, Inc
307$4.6K0.0%ETFVery LowGap, PA2026-11-04
Assetmark, Inc
183$2.7K0.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
121$1.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Hazlett, Burt & Watson, Inc.
100$10.0%CoreVery LowWheeling, WV2026-11-04
Covestor Ltd
74$10.0%ValueHighLondon, United Kingdom2026-10-30
Physician Wealth Advisors, Inc.
57$8450.0%ETFMediumMidvale, UT2026-10-20
Buck Wealth Strategies, LLC
30$4450.0%ValueMediumDenver, CO2026-10-28
Ascentis Wealth Management, LLC
19$2810.0%Agg GrowthLowDallas, TX2026-11-03
Inspire Investing, LLC
11$1650.0%GARPHighMeridian, ID2026-10-22
Hughes Financial Services, LLC
9$860.0%ETFLowHerndon, VA2026-10-30