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PDS Biotechnology Corp (PDSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares616,392 from 587,139
Change+29,253 (+5%)
Value$462.8K (-$54.6K)
Filed 2026-11-06
Inspirion Wealth Advisors, LLC
DECREASED
Shares188,480 from 188,995
Change-515 (0%)
Value$141.5K (-$23.7K)
Filed 2026-10-09
Simplex Trading, LLC
NEW
Shares137,520
Change+137,520
Value$103.3K
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares117,997 from 92,997
Change+25,000 (+27%)
Value$88.6K (+$6.6K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares78,846
Change+78,846
Value$59.2K
Filed 2026-10-30
Bank of New York Mellon Corp
UNCHANGED
Shares68,491 from 68,491
Change0 (0%)
Value$51.4K (-$8.9K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
UNCHANGED
Shares61,800 from 61,800
Change0 (0%)
Value$46.4K (-$8.1K)
Filed 2026-10-14
Clearstead Advisors, LLC
NEW
Shares50,000
Change+50,000
Value$37.5K
Filed 2026-11-06
Everhart Financial Group, Inc.
NEW
Shares38,000
Change+38,000
Value$28.5K
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares37,592
Change+37,592
Value$19.2K
Filed 2026-11-03
Creative Planning
NEW
Shares17,453
Change+17,453
Value$13.1K
Filed 2026-11-02
Signature Wealth Management Partners, LLC
NEW
Shares13,848
Change+13,848
Value$10.4K
Filed 2026-10-21
Wealth Group, Ltd.
NEW
Shares13,399
Change+13,399
Value$10
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares11,900 from 11,900
Change0 (0%)
Value$8.9K (-$1.5K)
Filed 2026-11-06
Davenport & Co LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$7.5K (-$1.3K)
Filed 2026-10-14
Grandfield & Dodd, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$7.5K (-$1.3K)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$2.3K (-$391)
Filed 2026-11-04
Blume Capital Management, Inc.
NEW
Shares2,000
Change+2,000
Value$1.5K
Filed 2026-10-26
Deutsche Bank Ag\
NEW
Shares500
Change+500
Value$375
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$375 (-$66)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares320 from 113
Change+207 (+183%)
Value$240 (+$140)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4 (-$1)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares2 from 582
Change-580 (-100%)
Value$2 (-$511)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-10-29
Vanguard Capital Management LLC
N/A
Shares— from 1,699,315
Change-1,699,315 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 642,177
Change-642,177 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 642,177
Change-642,177 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 607,639
Change-607,639 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 357,144
Change-357,144 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 331,800
Change-331,800 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 323,801
Change-323,801 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 313,922
Change-313,922 (-100%)
Value—
Blair William & Co
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 279,664
Change-279,664 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 252,200
Change-252,200 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 147,171
Change-147,171 (-100%)
Value—
State Street Corp
N/A
Shares— from 133,333
Change-133,333 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 126,502
Change-126,502 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 109,000
Change-109,000 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 70,406
Change-70,406 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 41,391
Change-41,391 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,328
Change-36,328 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 33,819
Change-33,819 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,098
Change-33,098 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,664
Change-27,664 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,546
Change-12,546 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,121
Change-11,121 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,367
Change-10,367 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 648
Change-648 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80
Change-80 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED616,392587,139+29,253+5%$517.4K$462.8K-$54.6K2026-11-06
Inspirion Wealth Advisors, LLC
DECREASED188,480188,995-5150%$165.2K$141.5K-$23.7K2026-10-09
Simplex Trading, LLC
NEW137,520—+137,520——$103.3K—2026-11-04
Commonwealth Equity Services, LLC
INCREASED117,99792,997+25,000+27%$81.9K$88.6K+$6.6K2026-11-02
Provenance Wealth Advisors, LLC
NEW78,846—+78,846——$59.2K—2026-10-30
Bank of New York Mellon Corp
UNCHANGED68,49168,49100%$60.3K$51.4K-$8.9K2026-11-05
Tempus Wealth Planning, LLC
UNCHANGED61,80061,80000%$54.5K$46.4K-$8.1K2026-10-14
Clearstead Advisors, LLC
NEW50,000—+50,000——$37.5K—2026-11-06
Everhart Financial Group, Inc.
NEW38,000—+38,000——$28.5K—2026-10-08
StoneX Group Inc.
NEW37,592—+37,592——$19.2K—2026-11-03
Creative Planning
NEW17,453—+17,453——$13.1K—2026-11-02
Signature Wealth Management Partners, LLC
NEW13,848—+13,848——$10.4K—2026-10-21
Wealth Group, Ltd.
NEW13,399—+13,399——$10—2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED11,90011,90000%$10.5K$8.9K-$1.5K2026-11-06
Davenport & Co LLC
UNCHANGED10,00010,00000%$8.8K$7.5K-$1.3K2026-10-14
Grandfield & Dodd, LLC
UNCHANGED10,00010,00000%$8.8K$7.5K-$1.3K2026-10-29
Creative Financial Designs Inc
UNCHANGED3,0003,00000%$2.6K$2.3K-$3912026-11-04
Blume Capital Management, Inc.
NEW2,000—+2,000——$1.5K—2026-10-26
Deutsche Bank Ag\
NEW500—+500——$375—2026-11-06
Markowski Investments
UNCHANGED50050000%$441$375-$662026-10-30
SBI Securities Co., Ltd.
INCREASED320113+207+183%$100$240+$1402026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED5500%$5$4-$12026-10-13
Barclays PLC
DECREASED2582-580-100%$513$2-$5112026-11-06
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$1$1$02026-10-29
Vanguard Capital Management LLC
N/A—1,699,315-1,699,315-100%$1.5M———
Focus Partners Wealth
N/A—642,177-642,177-100%$565.8K———
Quantinno Capital Management LP
N/A—642,177-642,177-100%$565.8K———
BlackRock, Inc.
N/A—607,639-607,639-100%$535.4K———
Vanguard Fiduciary Trust Co
N/A—357,144-357,144-100%$314.6K———
Militia Capital Management LLC
N/A—331,800-331,800-100%$292.3K———
Citadel Advisors LLC
N/A—323,801-323,801-100%$285.3K———
Morgan Stanley
N/A—313,922-313,922-100%$276.6K———
Blair William & Co
N/A—300,000-300,000-100%$264.3K———
Jane Street Group, LLC
N/A—279,664-279,664-100%$246.4K———
Renaissance Technologies LLC
N/A—252,200-252,200-100%$222.2K———
Marshall Wace, LLP
N/A—147,171-147,171-100%$129.5K———
State Street Corp
N/A—133,333-133,333-100%$117.5K———
Northern Trust Corp
N/A—126,502-126,502-100%$111.5K———
Wells Fargo & Company
N/A—109,000-109,000-100%$96.0K———
Iron Gate Global Advisors LLC
N/A—70,406-70,406-100%$62.0K———
Two Sigma Securities, LLC
N/A—41,391-41,391-100%$36.5K———
Susquehanna International Group, LLP
N/A—36,328-36,328-100%$32.0K———
Raymond James Financial Inc
N/A—33,819-33,819-100%$29.8K———
XTX Topco Ltd
N/A—33,098-33,098-100%$29.2K———
Osaic Holdings, Inc.
N/A—30,000-30,000-100%$26.4K———
ACT Capital Management, LLC
N/A—30,000-30,000-100%$26.4K———
Rockefeller Capital Management L.P.
N/A—27,664-27,664-100%$24.4K———
Federation des caisses Desjardins du Quebec
N/A—19,800-19,800-100%$17.4K———
Vanguard Global Advisers, LLC
N/A—12,546-12,546-100%$11.1K———
United Capital Financial Advisors, LLC
N/A—12,000-12,000-100%$10.6K———
UBS Group AG
N/A—11,121-11,121-100%$9.8K———
SG Americas Securities, LLC
N/A—10,367-10,367-100%$9———
Goldman Sachs Group Inc
N/A—10,048-10,048-100%$8.9K———
Tower Research Capital LLC (TRC)
N/A—3,942-3,942-100%$3.5K———
Group One Trading LLC
N/A—3,567-3,567-100%$3.1K———
Jones Financial Companies Lllp
N/A—2,000-2,000-100%$1.8K———
Rialto Wealth Management, LLC
N/A—761-761-100%$671———
Truvestments Capital LLC
N/A—655-655-100%$577———
BNP Paribas Financial Markets
N/A—648-648-100%$571———
Basecamp Wealth Advisors LLC
N/A—377-377-100%$332———
Royal Bank of Canada
N/A—80-80-100%$0———
JPMorgan Chase & Co
N/A—19-19-100%$17———
Showing 62 of 62 institutions