Upstream BIO Inc (UPB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Sort by

Geode Capital Management, LLC

INCREASED

Shares972,580 from 931,261

Change+41,319 (+4%)

Value$5.1M (-$1.3M)

Filed 2026-11-06

SEB Asset Management AB

UNCHANGED

Shares878,473 from 878,473

Change0 (0%)

Value$4.6M (-$1.4M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares642,574 from 693,555

Change-50,981 (-7%)

Value$3.4M (-$1.4M)

Filed 2026-10-16

Dimensional Fund Advisors LP

DECREASED

Shares374,836 from 381,613

Change-6,777 (-2%)

Value$2.0M (-$665.8K)

Filed 2026-11-04

Acadian Asset Management LLC

INCREASED

Shares370,395 from 175,110

Change+195,285 (+112%)

Value$1.9K (-$1.2M)

Filed 2026-11-09

Squarepoint Ops LLC

DECREASED

Shares275,746 from 290,904

Change-15,158 (-5%)

Value$1.5M (-$559.9K)

Filed 2026-11-09

Barclays PLC

INCREASED

Shares198,213 from 29,208

Change+169,005 (+579%)

Value$1.0M (+$842.5K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares97,148 from 85,747

Change+11,401 (+13%)

Value$512.0K (-$81.4K)

Filed 2026-11-05

Alps Advisors Inc

INCREASED

Shares72,045 from 55,228

Change+16,817 (+30%)

Value$379.7K (-$2.5K)

Filed 2026-11-03

Simplify Asset Management Inc.

UNCHANGED

Shares62,113 from 62,113

Change0 (0%)

Value$327.3K (-$102.5K)

Filed 2026-10-27

Russell Investments Group, Ltd.

INCREASED

Shares48,130 from 47,543

Change+587 (+1%)

Value$253.6K (-$75.4K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

INCREASED

Shares44,947 from 43,182

Change+1,765 (+4%)

Value$236.9K (-$61.9K)

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares35,733 from 40,339

Change-4,606 (-11%)

Value$188.3K (-$90.8K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares30,600 from 12,000

Change+18,600 (+155%)

Value$161.3K (+$78.2K)

Filed 2026-10-30

Deutsche Bank Ag\

DECREASED

Shares28,891 from 241,447

Change-212,556 (-88%)

Value$152.3K (-$1.5M)

Filed 2026-11-06

Savant Capital, LLC

NEW

Shares18,164

Change+18,164

Value$95.7K

Filed 2026-11-06

Creative Planning

DECREASED

Shares15,456 from 28,483

Change-13,027 (-46%)

Value$81.5K (-$115.6K)

Filed 2026-11-02

China Universal Asset Management Co., Ltd.

INCREASED

Shares9,994 from 8,661

Change+1,333 (+15%)

Value$51.9K (-$8.1K)

Filed 2026-10-28

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares9,456 from 9,456

Change0 (0%)

Value$49.8K (-$15.6K)

Filed 2026-11-09

Simplex Trading, LLC

INCREASED

Shares3,078 from 20

Change+3,058 (+15290%)

Value$16.2K (+$16.1K)

Filed 2026-11-04

Parallel Advisors, LLC

NEW

Shares3,050

Change+3,050

Value$16.1K

Filed 2026-11-03

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares2,799 from 2,434

Change+365 (+15%)

Value$14.8K (-$2.1K)

Filed 2026-11-03

Nisa Investment Advisors, LLC

DECREASED

Shares2,734 from 4,278

Change-1,544 (-36%)

Value$14.4K (-$15.2K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

INCREASED

Shares1,922 from 387

Change+1,535 (+397%)

Value$10.1K (+$7.5K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares1,628 from 1,164

Change+464 (+40%)

Value$8.6K (+$525)

Filed 2026-10-08

GF Fund Management Co. Ltd.

INCREASED

Shares1,245 from 1,145

Change+100 (+9%)

Value$6.6K (-$1.4K)

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

NEW

Shares1,161

Change+1,161

Value$6.1K

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares778 from 778

Change0 (0%)

Value$5.4K ($0)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares740 from 710

Change+30 (+4%)

Value$3.9K (-$1.0K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares383 from 76

Change+307 (+404%)

Value$2.0K (+$1.5K)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares254 from 353

Change-99 (-28%)

Value$1.3K (-$1.1K)

Filed 2026-10-08

Signaturefd, LLC

NEW

Shares242

Change+242

Value$1.3K

Filed 2026-10-23

EverSource Wealth Advisors, LLC

DECREASED

Shares238 from 272

Change-34 (-12%)

Value$1.3K (-$628)

Filed 2026-11-04

N.E.W. Advisory Services LLC

UNCHANGED

Shares120 from 120

Change0 (0%)

Value$632 (-$198)

Filed 2026-11-09

Essential Partners LLC

DECREASED

Shares95 from 146

Change-51 (-35%)

Value$501 (-$509)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares90 from 242

Change-152 (-63%)

Value$474 (-$1.2K)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

INCREASED

Shares33 from 28

Change+5 (+18%)

Value$174 (-$20)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares30

Change+30

Value$158

Filed 2026-10-30

Covestor Ltd

DECREASED

Shares24 from 39

Change-15 (-38%)

Value$0 ($0)

Filed 2026-10-30

Capital Advisors, Ltd. LLC

NEW

Shares11

Change+11

Value$0

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares3

Change+3

Value$16

Filed 2026-10-21

True Wealth Design, LLC

NEW

Shares2

Change+2

Value$11

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 10,017

Change-10,017 (-100%)

Value$0 (-$75.4K)

Filed 2026-10-13

Wellington Grp LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$27.0K)

Filed 2026-11-06

US Bancorp \de\

CLOSED

Shares0 from 264

Change-264 (-100%)

Value$0 (-$1.8K)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-20

Clearstead Advisors, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$105)

Filed 2026-11-06

FMR LLC

N/A

Shares— from 8,162,897

Change-8,162,897 (-100%)

Value—

Orbimed Advisors LLC

N/A

Shares— from 5,693,589

Change-5,693,589 (-100%)

Value—

Norges Bank

N/A

Shares— from 3,768,619

Change-3,768,619 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,753,358

Change-3,753,358 (-100%)

Value—

Decheng Capital LLC

N/A

Shares— from 2,724,868

Change-2,724,868 (-100%)

Value—

Enavate Sciences GP, LLC

N/A

Shares— from 2,459,703

Change-2,459,703 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,876,734

Change-1,876,734 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 1,143,775

Change-1,143,775 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,036,044

Change-1,036,044 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,012,044

Change-1,012,044 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 978,500

Change-978,500 (-100%)

Value—

Parkman Healthcare Partners LLC

N/A

Shares— from 935,247

Change-935,247 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 831,481

Change-831,481 (-100%)

Value—

State Street Corp

N/A

Shares— from 766,323

Change-766,323 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 712,667

Change-712,667 (-100%)

Value—

Bain Capital Life Sciences Investors, LLC

N/A

Shares— from 600,949

Change-600,949 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 544,869

Change-544,869 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 524,632

Change-524,632 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 511,546

Change-511,546 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 498,490

Change-498,490 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 466,430

Change-466,430 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 453,011

Change-453,011 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 391,762

Change-391,762 (-100%)

Value—

Altshuler Shaham Ltd

N/A

Shares— from 380,061

Change-380,061 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 357,756

Change-357,756 (-100%)

Value—

Samsara BioCapital, LLC

N/A

Shares— from 353,717

Change-353,717 (-100%)

Value—

Propel Bio Management, LLC

N/A

Shares— from 350,389

Change-350,389 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 342,353

Change-342,353 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 297,346

Change-297,346 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 285,234

Change-285,234 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 262,456

Change-262,456 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 253,092

Change-253,092 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 246,917

Change-246,917 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 242,346

Change-242,346 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 239,616

Change-239,616 (-100%)

Value—

UBS Group AG

N/A

Shares— from 234,714

Change-234,714 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 225,760

Change-225,760 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 223,223

Change-223,223 (-100%)

Value—

Sphera Funds Management Ltd.

N/A

Shares— from 219,700

Change-219,700 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 170,590

Change-170,590 (-100%)

Value—

Boxer Capital Management, LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 131,300

Change-131,300 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 129,446

Change-129,446 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 118,630

Change-118,630 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 84,770

Change-84,770 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 78,194

Change-78,194 (-100%)

Value—

Man Group plc

N/A

Shares— from 73,823

Change-73,823 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 69,348

Change-69,348 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 54,838

Change-54,838 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 53,638

Change-53,638 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 53,397

Change-53,397 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 51,680

Change-51,680 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 50,369

Change-50,369 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 48,100

Change-48,100 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 42,384

Change-42,384 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 42,325

Change-42,325 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 41,045

Change-41,045 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 38,634

Change-38,634 (-100%)

Value—

Stonepine Capital Management, LLC

N/A

Shares— from 33,432

Change-33,432 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 33,141

Change-33,141 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,497

Change-29,497 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 28,178

Change-28,178 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 28,058

Change-28,058 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 27,068

Change-27,068 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 24,029

Change-24,029 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 23,600

Change-23,600 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 22,724

Change-22,724 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 22,508

Change-22,508 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 22,385

Change-22,385 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 21,810

Change-21,810 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 20,852

Change-20,852 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 20,338

Change-20,338 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 20,026

Change-20,026 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 19,800

Change-19,800 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 19,535

Change-19,535 (-100%)

Value—

Diadema Partners LP

N/A

Shares— from 19,093

Change-19,093 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 17,988

Change-17,988 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 17,542

Change-17,542 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 17,065

Change-17,065 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 16,217

Change-16,217 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,735

Change-15,735 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,594

Change-15,594 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,352

Change-13,352 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 13,059

Change-13,059 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 12,561

Change-12,561 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 12,491

Change-12,491 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 10,793

Change-10,793 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 10,550

Change-10,550 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,487

Change-10,487 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 4,855

Change-4,855 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,788

Change-4,788 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,700

Change-4,700 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 4,096

Change-4,096 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,741

Change-2,741 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,870

Change-1,870 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,771

Change-1,771 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,091

Change-1,091 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 965

Change-965 (-100%)

Value—

Quarry LP

N/A

Shares— from 893

Change-893 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 738

Change-738 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 588

Change-588 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 287

Change-287 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 19

Change-19 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 1

Change-1 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	972,580	931,261	+41,319	+4%	$6.4M	$5.1M	-$1.3M	2026-11-06
SEB Asset Management AB	UNCHANGED	878,473	878,473	0	0%	$6.1M	$4.6M	-$1.4M	2026-11-04
Y-Intercept (Hong Kong) Ltd	DECREASED	642,574	693,555	-50,981	-7%	$4.8M	$3.4M	-$1.4M	2026-10-16
Dimensional Fund Advisors LP	DECREASED	374,836	381,613	-6,777	-2%	$2.6M	$2.0M	-$665.8K	2026-11-04
Acadian Asset Management LLC	INCREASED	370,395	175,110	+195,285	+112%	$1.2M	$1.9K	-$1.2M	2026-11-09
Squarepoint Ops LLC	DECREASED	275,746	290,904	-15,158	-5%	$2.0M	$1.5M	-$559.9K	2026-11-09
Barclays PLC	INCREASED	198,213	29,208	+169,005	+579%	$202.1K	$1.0M	+$842.5K	2026-11-06
Bank of New York Mellon Corp	INCREASED	97,148	85,747	+11,401	+13%	$593.4K	$512.0K	-$81.4K	2026-11-05
Alps Advisors Inc	INCREASED	72,045	55,228	+16,817	+30%	$382.2K	$379.7K	-$2.5K	2026-11-03
Simplify Asset Management Inc.	UNCHANGED	62,113	62,113	0	0%	$429.8K	$327.3K	-$102.5K	2026-10-27
Russell Investments Group, Ltd.	INCREASED	48,130	47,543	+587	+1%	$329.0K	$253.6K	-$75.4K	2026-11-06
Allspring Global Investments Holdings, LLC	INCREASED	44,947	43,182	+1,765	+4%	$298.8K	$236.9K	-$61.9K	2026-11-04
Citigroup Inc	DECREASED	35,733	40,339	-4,606	-11%	$279.1K	$188.3K	-$90.8K	2026-11-04
Strs Ohio	INCREASED	30,600	12,000	+18,600	+155%	$83.0K	$161.3K	+$78.2K	2026-10-30
Deutsche Bank Ag\	DECREASED	28,891	241,447	-212,556	-88%	$1.7M	$152.3K	-$1.5M	2026-11-06
Savant Capital, LLC	NEW	18,164	—	+18,164	—	—	$95.7K	—	2026-11-06
Creative Planning	DECREASED	15,456	28,483	-13,027	-46%	$197.1K	$81.5K	-$115.6K	2026-11-02
China Universal Asset Management Co., Ltd.	INCREASED	9,994	8,661	+1,333	+15%	$59.9K	$51.9K	-$8.1K	2026-10-28
Police & Firemen's Retirement System of New Jersey	UNCHANGED	9,456	9,456	0	0%	$65.4K	$49.8K	-$15.6K	2026-11-09
Simplex Trading, LLC	INCREASED	3,078	20	+3,058	+15290%	$138	$16.2K	+$16.1K	2026-11-04
Parallel Advisors, LLC	NEW	3,050	—	+3,050	—	—	$16.1K	—	2026-11-03
Mirae Asset Global Investments Co., Ltd.	INCREASED	2,799	2,434	+365	+15%	$16.8K	$14.8K	-$2.1K	2026-11-03
Nisa Investment Advisors, LLC	DECREASED	2,734	4,278	-1,544	-36%	$29.6K	$14.4K	-$15.2K	2026-10-20
PNC Financial Services Group, Inc.	INCREASED	1,922	387	+1,535	+397%	$2.7K	$10.1K	+$7.5K	2026-11-06
Gamma Investing LLC	INCREASED	1,628	1,164	+464	+40%	$8.1K	$8.6K	+$525	2026-10-08
GF Fund Management Co. Ltd.	INCREASED	1,245	1,145	+100	+9%	$7.9K	$6.6K	-$1.4K	2026-10-26
Caitong International Asset Management Co., Ltd	NEW	1,161	—	+1,161	—	—	$6.1K	—	2026-10-29
Allworth Financial LP	UNCHANGED	778	778	0	0%	$5.4K	$5.4K	$0	2026-11-06
Sterling Capital Management LLC	INCREASED	740	710	+30	+4%	$4.9K	$3.9K	-$1.0K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	383	76	+307	+404%	$526	$2.0K	+$1.5K	2026-10-26
Farther Finance Advisors, LLC	DECREASED	254	353	-99	-28%	$2.4K	$1.3K	-$1.1K	2026-10-08
Signaturefd, LLC	NEW	242	—	+242	—	—	$1.3K	—	2026-10-23
EverSource Wealth Advisors, LLC	DECREASED	238	272	-34	-12%	$1.9K	$1.3K	-$628	2026-11-04
N.E.W. Advisory Services LLC	UNCHANGED	120	120	0	0%	$830	$632	-$198	2026-11-09
Essential Partners LLC	DECREASED	95	146	-51	-35%	$1.0K	$501	-$509	2026-10-14
IFP Advisors, Inc	DECREASED	90	242	-152	-63%	$1.7K	$474	-$1.2K	2026-10-16
Silver Grove Financial Group, Inc.	INCREASED	33	28	+5	+18%	$194	$174	-$20	2026-11-05
Provenance Wealth Advisors, LLC	NEW	30	—	+30	—	—	$158	—	2026-10-30
Covestor Ltd	DECREASED	24	39	-15	-38%	$0	$0	$0	2026-10-30
Capital Advisors, Ltd. LLC	NEW	11	—	+11	—	—	$0	—	2026-10-27
Root Financial Partners, LLC	NEW	3	—	+3	—	—	$16	—	2026-10-21
True Wealth Design, LLC	NEW	2	—	+2	—	—	$11	—	2026-10-13
Wealth Enhancement Advisory Services, LLC	CLOSED	0	10,017	-10,017	-100%	$75.4K	$0	-$75.4K	2026-10-13
Wellington Grp LLC	CLOSED	0	3,000	-3,000	-100%	$27.0K	$0	-$27.0K	2026-11-06
US Bancorp \de\	CLOSED	0	264	-264	-100%	$1.8K	$0	-$1.8K	2026-11-05
Physician Wealth Advisors, Inc.	CLOSED	0	160	-160	-100%	$1.1K	$0	-$1.1K	2026-10-20
Clearstead Advisors, LLC	CLOSED	0	15	-15	-100%	$105	$0	-$105	2026-11-06
FMR LLC	N/A	—	8,162,897	-8,162,897	-100%	$56.5M	—	—	—
Orbimed Advisors LLC	N/A	—	5,693,589	-5,693,589	-100%	$39.4M	—	—	—
Norges Bank	N/A	—	3,768,619	-3,768,619	-100%	$26.1M	—	—	—
BlackRock, Inc.	N/A	—	3,753,358	-3,753,358	-100%	$26.0M	—	—	—
Decheng Capital LLC	N/A	—	2,724,868	-2,724,868	-100%	$18.9M	—	—	—
Enavate Sciences GP, LLC	N/A	—	2,459,703	-2,459,703	-100%	$17.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,876,734	-1,876,734	-100%	$13.0M	—	—	—
Millennium Management LLC	N/A	—	1,143,775	-1,143,775	-100%	$7.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,036,044	-1,036,044	-100%	$7.2M	—	—	—
JPMorgan Chase & Co	N/A	—	1,012,044	-1,012,044	-100%	$7.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	978,500	-978,500	-100%	$6.8M	—	—	—
Parkman Healthcare Partners LLC	N/A	—	935,247	-935,247	-100%	$6.5M	—	—	—
Woodline Partners LP	N/A	—	831,481	-831,481	-100%	$5.8M	—	—	—
State Street Corp	N/A	—	766,323	-766,323	-100%	$5.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	712,667	-712,667	-100%	$4.9M	—	—	—
Bain Capital Life Sciences Investors, LLC	N/A	—	600,949	-600,949	-100%	$4.2M	—	—	—
AQR Capital Management LLC	N/A	—	544,869	-544,869	-100%	$3.8M	—	—	—
Morgan Stanley	N/A	—	524,632	-524,632	-100%	$3.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	511,546	-511,546	-100%	$3.5M	—	—	—
Walleye Capital LLC	N/A	—	498,490	-498,490	-100%	$3.4M	—	—	—
Trexquant Investment LP	N/A	—	466,430	-466,430	-100%	$3.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	453,011	-453,011	-100%	$3.1M	—	—	—
Bank of America Corp	N/A	—	391,762	-391,762	-100%	$2.7M	—	—	—
Altshuler Shaham Ltd	N/A	—	380,061	-380,061	-100%	$2.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	357,756	-357,756	-100%	$2.5M	—	—	—
Samsara BioCapital, LLC	N/A	—	353,717	-353,717	-100%	$2.4M	—	—	—
Propel Bio Management, LLC	N/A	—	350,389	-350,389	-100%	$2.4M	—	—	—
Wellington Management Group LLP	N/A	—	342,353	-342,353	-100%	$2.4M	—	—	—
Northern Trust Corp	N/A	—	297,346	-297,346	-100%	$2.1M	—	—	—
Voleon Capital Management LP	N/A	—	285,234	-285,234	-100%	$2.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	262,456	-262,456	-100%	$1.8M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	253,092	-253,092	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	246,917	-246,917	-100%	$1.7M	—	—	—
XTX Topco Ltd	N/A	—	242,346	-242,346	-100%	$1.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	239,616	-239,616	-100%	$1.7M	—	—	—
UBS Group AG	N/A	—	234,714	-234,714	-100%	$1.6M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	225,760	-225,760	-100%	$1.6M	—	—	—
Jump Financial, LLC	N/A	—	223,223	-223,223	-100%	$1.5M	—	—	—
Sphera Funds Management Ltd.	N/A	—	219,700	-219,700	-100%	$1.5M	—	—	—
HRT Financial LP	N/A	—	170,590	-170,590	-100%	$1.2M	—	—	—
Boxer Capital Management, LLC	N/A	—	150,000	-150,000	-100%	$1.0M	—	—	—
Renaissance Technologies LLC	N/A	—	131,300	-131,300	-100%	$908.6K	—	—	—
EntryPoint Capital, LLC	N/A	—	129,446	-129,446	-100%	$895.8K	—	—	—
Algert Global LLC	N/A	—	118,630	-118,630	-100%	$820.9K	—	—	—
Nuveen, LLC	N/A	—	84,770	-84,770	-100%	$586.6K	—	—	—
American Century Companies Inc	N/A	—	78,194	-78,194	-100%	$541.1K	—	—	—
Man Group plc	N/A	—	73,823	-73,823	-100%	$510.9K	—	—	—
GSA Capital Partners LLP	N/A	—	69,348	-69,348	-100%	$480.0K	—	—	—
Quantinno Capital Management LP	N/A	—	54,838	-54,838	-100%	$379.5K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	53,638	-53,638	-100%	$371.2K	—	—	—
Invesco Ltd.	N/A	—	53,397	-53,397	-100%	$369.5K	—	—	—
Alliancebernstein L.P.	N/A	—	51,680	-51,680	-100%	$465.1K	—	—	—
Brevan Howard Capital Management LP	N/A	—	50,369	-50,369	-100%	$348.6K	—	—	—
Swiss National Bank	N/A	—	48,100	-48,100	-100%	$332.9K	—	—	—
Rhumbline Advisers	N/A	—	42,384	-42,384	-100%	$293.3K	—	—	—
Two Sigma Investments, LP	N/A	—	42,325	-42,325	-100%	$292.9K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	41,045	-41,045	-100%	$284.0K	—	—	—
California State Teachers Retirement System	N/A	—	38,634	-38,634	-100%	$267.3K	—	—	—
Stonepine Capital Management, LLC	N/A	—	33,432	-33,432	-100%	$231.3K	—	—	—
Mariner, LLC	N/A	—	33,141	-33,141	-100%	$229.3K	—	—	—
Wells Fargo & Company	N/A	—	29,497	-29,497	-100%	$204.1K	—	—	—
Quantbot Technologies LP	N/A	—	28,178	-28,178	-100%	$195.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	28,058	-28,058	-100%	$195.0K	—	—	—
AXQ Capital, LP	N/A	—	27,068	-27,068	-100%	$187.3K	—	—	—
nVerses Capital, LLC	N/A	—	24,029	-24,029	-100%	$166.3K	—	—	—
DnB Asset Management AS	N/A	—	23,600	-23,600	-100%	$163.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	22,724	-22,724	-100%	$157.3K	—	—	—
Graham Capital Management, L.P.	N/A	—	22,508	-22,508	-100%	$155.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	22,385	-22,385	-100%	$154.9K	—	—	—
Verdad Advisers, LP	N/A	—	21,810	-21,810	-100%	$150.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	20,852	-20,852	-100%	$144.3K	—	—	—
SG Americas Securities, LLC	N/A	—	20,338	-20,338	-100%	$141.0K	—	—	—
SEI Investments Co	N/A	—	20,026	-20,026	-100%	$138.6K	—	—	—
Winton Group Ltd	N/A	—	19,800	-19,800	-100%	$137.0K	—	—	—
IEQ Capital, LLC	N/A	—	19,535	-19,535	-100%	$135.2K	—	—	—
Diadema Partners LP	N/A	—	19,093	-19,093	-100%	$132.1K	—	—	—
Shay Capital LLC	N/A	—	18,000	-18,000	-100%	$124.6K	—	—	—
Quadrature Capital Ltd	N/A	—	17,988	-17,988	-100%	$124.5K	—	—	—
Entropy Technologies, LP	N/A	—	17,542	-17,542	-100%	$121.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	17,065	-17,065	-100%	$118.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	16,217	-16,217	-100%	$112.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,735	-15,735	-100%	$108.9K	—	—	—
Jane Street Group, LLC	N/A	—	15,594	-15,594	-100%	$107.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,352	-13,352	-100%	$92.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	13,059	-13,059	-100%	$90.4K	—	—	—
Legal & General Group Plc	N/A	—	12,561	-12,561	-100%	$86.9K	—	—	—
Engineers Gate Manager LP	N/A	—	12,491	-12,491	-100%	$86.4K	—	—	—
Canada Pension Plan Investment Board	N/A	—	11,500	-11,500	-100%	$79.6K	—	—	—
HSBC Holdings PLC	N/A	—	10,793	-10,793	-100%	$77.6K	—	—	—
Prelude Capital Management, LLC	N/A	—	10,550	-10,550	-100%	$73.0K	—	—	—
Ameriprise Financial Inc	N/A	—	10,487	-10,487	-100%	$72.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	5,900	-5,900	-100%	$40.8K	—	—	—
New York State Common Retirement Fund	N/A	—	5,200	-5,200	-100%	$36.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	4,855	-4,855	-100%	$33.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,788	-4,788	-100%	$33.1K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,700	-4,700	-100%	$32.5K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	4,096	-4,096	-100%	$28.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,741	-2,741	-100%	$19.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,870	-1,870	-100%	$12.9K	—	—	—
Arax Advisory Partners	N/A	—	1,771	-1,771	-100%	$12.3K	—	—	—
Royal Bank of Canada	N/A	—	1,091	-1,091	-100%	$7.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	965	-965	-100%	$6.7K	—	—	—
Quarry LP	N/A	—	893	-893	-100%	$6.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	738	-738	-100%	$5.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	588	-588	-100%	$4.1K	—	—	—
Rothschild Investment LLC	N/A	—	287	-287	-100%	$2.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	19	-19	-100%	$131	—	—	—
JPL Wealth Management, LLC	N/A	—	14	-14	-100%	$97	—	—	—
Freestone Grove Partners LP	N/A	—	1	-1	-100%	$7	—	—	—
National Bank of Canada	N/A	—	1	-1	-100%	$7	—	—	—

Showing 157 of 157 institutions