Filing Research | AUPH - AURINIA PHARMACEUTICALS INC Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	361.6KSH	$6.1M
2	CWA Asset Management Group, LLC	Shares	202.4KSH	$3.4M
3	Y-Intercept (Hong Kong) Ltd	Shares	120.8KSH	$2.1M
4	COOKSON PEIRCE & CO INC	Shares	105.0KSH	$1.8M
5	FLAGSHIP HARBOR ADVISORS, LLC	Shares	38.4KSH	$651.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	35.9KSH	$608.7K
7	JUNCTURE WEALTH STRATEGIES, LLC	Shares	34.2KSH	$580.9K
8	PFG Investments, LLC	Shares	30.6KSH	$519.3K
9	PSP Research LLC	Shares	30.0KSH	$509.1K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.4KSH	$384.7K
11	China Universal Asset Management Co., Ltd.	Shares	20.5KSH	$347.3K
12	Acropolis Investment Management, LLC	Shares	19.7KSH	$333.6K
13	BankChampaign, National Association	Shares	19.0KSH	$321.8K
14	Yorktown Management & Research Co Inc	Shares	18.2KSH	$308.9K
15	Abacus Wealth Partners, LLC	Shares	13.8KSH	$234.4K
16	BCS Wealth Management	Shares	12.1KSH	$205.0K
17	SFG Wealth Management, LLC.	Shares	11.0KSH	$187.3K
18	Union Bancaire Privee, UBP SA	Shares	13.0KSH	$176.5K
19	Mirae Asset Global Investments Co., Ltd.	Shares	5.8KSH	$97.6K
20	GAMMA Investing LLC	Shares	4.3KSH	$73.8K
21	Activest Wealth Management	Shares	3.0KSH	$50.9K
22	Farther Finance Advisors, LLC	Shares	3.0KSH	$50.8K
23	SALEM INVESTMENT COUNSELORS INC	Shares	2.7KSH	$45.4K
24	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.6KSH	$26.6K
25	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$18.3K
26	CoreCap Advisors, LLC	Shares	800SH	$13.6K
27	Blue Trust, Inc.	Shares	690SH	$11.7K
28	Spire Wealth Management	Shares	672SH	$11.4K
29	SJS Investment Consulting Inc.	Shares	530SH	$9.0K
30	LRI Investments, LLC	Shares	512SH	$8.7K
31	Smallwood Wealth Investment Management, LLC	Shares	440SH	$7.5K
32	SIGNATUREFD, LLC	Shares	390SH	$6.6K
33	Golden State Wealth Management, LLC	Shares	263SH	$4.5K
34	SBI Securities Co., Ltd.	Shares	203SH	$3.4K
35	Fortitude Family Office, LLC	Shares	178SH	$3.0K
36	Dogwood Wealth Management LLC	Shares	89SH	$1.5K
37	Physician Wealth Advisors, Inc.	Shares	83SH	$1.4K
38	Handelsbanken Fonder AB	Shares	51.4KSH	$872
39	FIRST HORIZON CORP	Shares	17SH	$288
40	State of Alaska, Department of Revenue	Shares	8.5KSH	$144
41	Wealth Enhancement Trust Services, Inc.	Shares	5SH	$85
42	Hughes Financial Services, LLC	Shares	2SH	$34

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

44 / 44 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+33.8K	+$1.3M	$6.1M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+49.4K	+$991.4K	$2.1M
3	CWA Asset Management Group, LLC added	Shares	+16.1K	+$674.0K	$3.4M
4	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+38.4K	+$651.3K	$651.3K
5	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+24.1K	+$430.6K	$580.9K
6	Yorktown Management & Research Co Inc new	Shares	+18.2K	+$308.9K	$308.9K
7	SFG Wealth Management, LLC. new	Shares	+11.0K	+$187.3K	$187.3K
8	BankChampaign, National Association added	Shares	+5.6K	+$123.8K	$321.8K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	+$112.8K	$608.7K
10	PSP Research LLC unchanged	Shares	0	+$64.5K	$509.1K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	+$63.2K	$384.7K
12	Acropolis Investment Management, LLC unchanged	Shares	0	+$42.3K	$333.6K
13	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$31.1K	$176.5K
14	BCS Wealth Management unchanged	Shares	0	+$26.0K	$205.0K
15	Farther Finance Advisors, LLC added	Shares	+774	+$16.5K	$50.8K
16	GAMMA Investing LLC added	Shares	+90	+$10.7K	$73.8K
17	SJS Investment Consulting Inc. added	Shares	+444	+$7.7K	$9.0K
18	SIGNATUREFD, LLC new	Shares	+390	+$6.6K	$6.6K
19	Activest Wealth Management unchanged	Shares	0	+$6.5K	$50.9K
20	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$5.8K	$45.4K
21	Fortitude Family Office, LLC new	Shares	+178	+$3.0K	$3.0K
22	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-57	+$2.5K	$26.6K
23	Blue Trust, Inc. unchanged	Shares	0	+$1.5K	$11.7K
24	Spire Wealth Management unchanged	Shares	0	+$1.4K	$11.4K
25	LRI Investments, LLC unchanged	Shares	0	+$1.1K	$8.7K
26	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$946	$7.5K
27	Golden State Wealth Management, LLC unchanged	Shares	0	+$565	$4.5K
28	SBI Securities Co., Ltd. unchanged	Shares	0	+$437	$3.4K
29	Dogwood Wealth Management LLC unchanged	Shares	0	+$191	$1.5K
30	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$178	$1.4K
31	Handelsbanken Fonder AB added	Shares	+4.2K	+$172	$872
32	Wealth Enhancement Trust Services, Inc. new	Shares	+5	+$85	$85
33	FIRST HORIZON CORP unchanged	Shares	0	+$36	$288
34	State of Alaska, Department of Revenue unchanged	Shares	0	+$18	$144
35	Hughes Financial Services, LLC unchanged	Shares	0	+$4	$34
36	China Universal Asset Management Co., Ltd. trimmed	Shares	-3.1K	-$2.4K	$347.3K
37	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.2K	-$5.2K	$97.6K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-556	-$5.9K	$18.3K
39	Sound Income Strategies, LLC exited	Shares	-851	-$13.2K	$0
40	CoreCap Advisors, LLC trimmed	Shares	-1.4K	-$18.8K	$13.6K
41	COOKSON PEIRCE & CO INC trimmed	Shares	-17.5K	-$33.5K	$1.8M
42	Abacus Wealth Partners, LLC trimmed	Shares	-10.8K	-$130.1K	$234.4K
43	PFG Investments, LLC trimmed	Shares	-14.3K	-$146.0K	$519.3K
44	SIERRA SUMMIT ADVISORS LLC exited	Shares	-60.8K	-$901.2K	$0