Filing Research | ADPT - ADAPTIVE BIOTECHNOLOGIES COR Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	576.3KSH	$12.4M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	393.1KSH	$8.4M
3	AFFINITY WEALTH MANAGEMENT LLC	Shares	342.6KSH	$7.3M
4	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	202.1KSH	$4.3M
5	Y-Intercept (Hong Kong) Ltd	Shares	135.1KSH	$2.9M
6	Edge Wealth Management LLC	Shares	90.0KSH	$1.9M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	57.4KSH	$1.2M
8	Diversified Trust Co	Shares	48.9KSH	$1.0M
9	Police & Firemen's Retirement System of New Jersey	Shares	45.5KSH	$975.0K
10	COOKSON PEIRCE & CO INC	Shares	40.4KSH	$867.6K
11	China Universal Asset Management Co., Ltd.	Shares	25.5KSH	$546.4K
12	Assenagon Asset Management S.A.	Shares	23.9KSH	$512.3K
13	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	23.4KSH	$501.9K
14	Capricorn Fund Managers Ltd	Shares	22.7KSH	$486.8K
15	Merit Financial Group, LLC	Shares	22.3KSH	$479.0K
16	D.A. DAVIDSON & CO.	Shares	21.4KSH	$460.1K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.1KSH	$381.9K
18	GAMMA Investing LLC	Shares	13.1KSH	$281.3K
19	Crewe Advisors LLC	Shares	11.5KSH	$247.6K
20	Net Worth Advisory Group	Shares	10.9KSH	$234.5K
21	Avior Wealth Management, LLC	Shares	10.4KSH	$223.3K
22	LANARK FINANCIAL, INC.	Shares	7.5KSH	$161.6K
23	Mirae Asset Global Investments Co., Ltd.	Shares	7.2KSH	$153.5K
24	SIGNATUREFD, LLC	Shares	4.1KSH	$88.9K
25	DLK Investment Management, LLC	Shares	10.1KSH	$36.6K
26	EverSource Wealth Advisors, LLC	Shares	842SH	$18.1K
27	GoalVest Advisory LLC	Shares	830SH	$17.8K
28	Ares Financial Consulting, LLC	Shares	715SH	$15.3K
29	Versant Capital Management, Inc	Shares	494SH	$10.6K
30	Owl Creek Wealth Partners LLC	Shares	437SH	$9.4K
31	SJS Investment Consulting Inc.	Shares	294SH	$6.3K
32	True Wealth Design, LLC	Shares	267SH	$5.7K
33	Physician Wealth Advisors, Inc.	Shares	265SH	$5.7K
34	Torren Management, LLC	Shares	239SH	$5.1K
35	SALEM INVESTMENT COUNSELORS INC	Shares	215SH	$4.6K
36	SBI Securities Co., Ltd.	Shares	126SH	$2.7K
37	IFP Advisors, Inc	Shares	113SH	$2.4K
38	Cordant, Inc.	Shares	100SH	$2.1K
39	Fortitude Family Office, LLC	Shares	92SH	$2.0K
40	Farther Finance Advisors, LLC	Shares	66SH	$1.4K
41	Handelsbanken Fonder AB	Shares	66.0KSH	$1.4K
42	Hughes Financial Services, LLC	Shares	51SH	$1.1K
43	CoreCap Advisors, LLC	Shares	28SH	$601
44	FINANCIAL CONSULATE, INC	Shares	15SH	$322

Manager changes2026-06-30 vs 2026-03-31

50 / 52 loaded

#		Instrument
1	WASATCH ADVISORS LP new	Shares	+576.3K	+$12.4M	$12.4M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+202.1K	+$4.3M	$4.3M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+135.1K	+$2.9M	$2.9M
4	AFFINITY WEALTH MANAGEMENT LLC added	Shares	+19.4K	+$2.9M	$7.3M
5	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-93.5K	+$1.7M	$8.4M
6	COOKSON PEIRCE & CO INC new	Shares	+40.4K	+$867.6K	$867.6K
7	Edge Wealth Management LLC unchanged	Shares	0	+$681.3K	$1.9M
8	Assenagon Asset Management S.A. new	Shares	+23.9K	+$512.3K	$512.3K
9	Merit Financial Group, LLC new	Shares	+22.3K	+$479.0K	$479.0K
10	Diversified Trust Co added	Shares	+3.1K	+$413.7K	$1.0M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+4.3K	+$403.9K	$975.0K
12	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-4.3K	+$375.1K	$1.2M
13	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna unchanged	Shares	0	+$177.1K	$501.9K
14	China Universal Asset Management Co., Ltd. trimmed	Shares	-3.5K	+$144.9K	$546.4K
15	D.A. DAVIDSON & CO. trimmed	Shares	-4.3K	+$102.7K	$460.1K
16	GAMMA Investing LLC trimmed	Shares	-68	+$98.3K	$281.3K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.1K	+$97.0K	$381.9K
18	Crewe Advisors LLC unchanged	Shares	0	+$87.4K	$247.6K
19	Net Worth Advisory Group trimmed	Shares	-1.1K	+$66.9K	$234.5K
20	LANARK FINANCIAL, INC. added	Shares	+54	+$57.8K	$161.6K
21	Avior Wealth Management, LLC trimmed	Shares	-2.5K	+$44.0K	$223.3K
22	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-874	+$42.1K	$153.5K
23	DLK Investment Management, LLC new	Shares	+10.1K	+$36.6K	$36.6K
24	SIGNATUREFD, LLC unchanged	Shares	0	+$31.4K	$88.9K
25	GoalVest Advisory LLC unchanged	Shares	0	+$6.3K	$17.8K
26	Ares Financial Consulting, LLC unchanged	Shares	0	+$5.0K	$15.3K
27	SJS Investment Consulting Inc. added	Shares	+166	+$4.5K	$6.3K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-134	+$4.5K	$18.1K
29	Versant Capital Management, Inc unchanged	Shares	0	+$3.7K	$10.6K
30	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$3.3K	$9.4K
31	Physician Wealth Advisors, Inc. added	Shares	+29	+$2.4K	$5.7K
32	Cordant, Inc. new	Shares	+100	+$2.1K	$2.1K
33	True Wealth Design, LLC unchanged	Shares	0	+$2.0K	$5.7K
34	Fortitude Family Office, LLC new	Shares	+92	+$2.0K	$2.0K
35	Torren Management, LLC unchanged	Shares	0	+$1.8K	$5.1K
36	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.6K	$4.6K
37	SBI Securities Co., Ltd. added	Shares	+35	+$1.4K	$2.7K
38	Handelsbanken Fonder AB new	Shares	+66.0K	+$1.4K	$1.4K
39	IFP Advisors, Inc trimmed	Shares	-13	+$675	$2.4K
40	Hughes Financial Services, LLC unchanged	Shares	0	+$386	$1.1K
41	CoreCap Advisors, LLC unchanged	Shares	0	+$212	$601
42	Rachor Investment Advisory Services, LLC exited	Shares	-7	-$98	$0
43	FINANCIAL CONSULATE, INC trimmed	Shares	-25	-$234	$322
44	Farther Finance Advisors, LLC trimmed	Shares	-101	-$994	$1.4K
45	EASTERN BANK exited	Shares	-791	-$11.0K	$0
46	Sound Income Strategies, LLC exited	Shares	-2.2K	-$31.2K	$0
47	Robeco Institutional Asset Management B.V. exited	Shares	-11.7K	-$161.7K	$0
48	CONTRAVISORY INVESTMENT MANAGEMENT, INC. exited	Shares	-14.6K	-$202.3K	$0
49	Bouvel Investment Partners, LLC exited	Shares	-43.8K	-$608.1K	$0
50	Counterpoint Mutual Funds LLC exited	Shares	-307.3K	-$4.3M	$0

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