Filing Research | AXSM - AXSOME THERAPEUTICS INC. Institutional Holdings

Snapshot holdings

50 / 71 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	454.7KSH	$111.3M
2	IFP Advisors, Inc	Shares	62.3KSH	$15.2M
3	BALDWIN WEALTH PARTNERS LLC/MA	Shares	44.1KSH	$10.8M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	37.3KSH	$9.1M
5	Y-Intercept (Hong Kong) Ltd	Shares	22.9KSH	$5.6M
6	Police & Firemen's Retirement System of New Jersey	Shares	19.5KSH	$4.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.9KSH	$4.7M
8	Hennion & Walsh Asset Management, Inc.	Shares	17.5KSH	$4.3M
9	OAK RIDGE INVESTMENTS LLC	Shares	14.6KSH	$3.6M
10	China Universal Asset Management Co., Ltd.	Shares	8.2KSH	$2.0M
11	AlphaCentric Advisors LLC	Shares	6.5KSH	$1.6M
12	D.A. DAVIDSON & CO.	Shares	5.9KSH	$1.4M
13	Cannon Advisors, Inc.	Shares	6.0KSH	$1.4M
14	Yorktown Management & Research Co Inc	Shares	4.8KSH	$1.2M
15	Aries Wealth Management	Shares	4.0KSH	$979.1K
16	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	4.0KSH	$979.1K
17	Mirador Capital Partners LP	Shares	4.0KSH	$979.1K
18	Mirae Asset Global Investments Co., Ltd.	Shares	2.3KSH	$563.2K
19	HOWLAND CAPITAL MANAGEMENT LLC	Shares	2.2KSH	$543.4K
20	Baader Bank Aktiengesellschaft	Shares	2.0KSH	$489.5K
21	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	1.8KSH	$448.4K
22	DAVENPORT & Co LLC	Shares	1.8KSH	$440.6K
23	BIRCH FINANCIAL GROUP, LLC	Shares	1.7KSH	$410.0K
24	MOODY ALDRICH PARTNERS LLC	Shares	1.7KSH	$406.3K
25	LANARK FINANCIAL, INC.	Shares	1.6KSH	$397.3K
26	Abel Hall, LLC	Shares	1.6KSH	$390.9K
27	Crossmark Global Holdings, Inc.	Shares	1.4KSH	$334.1K
28	New England Research & Management, Inc.	Shares	1.3KSH	$318.2K
29	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	1.3KSH	$315.0K
30	Fortis Group Advisors, LLC	Shares	1.1KSH	$270.5K
31	Composition Wealth, LLC	Shares	1.0KSH	$247.2K
32	PSP Research LLC	Shares	1.0KSH	$244.8K
33	VISIONARY HORIZONS, LLC	Shares	968SH	$236.9K
34	Ballentine Partners, LLC	Shares	967SH	$236.7K
35	Sequoia Financial Advisors, LLC	Shares	887SH	$217.1K
36	PARK NATIONAL CORP /OH/	Shares	873SH	$213.7K
37	FINANCIAL CONSULATE, INC	Shares	800SH	$195.8K
38	EXCHANGE TRADED CONCEPTS, LLC	Shares	589SH	$144.2K
39	Farther Finance Advisors, LLC	Shares	515SH	$126.0K
40	FIRST HORIZON CORP	Shares	487SH	$119.2K
41	Key FInancial Inc	Shares	450SH	$110.1K
42	HARBOR INVESTMENT ADVISORY, LLC	Shares	427SH	$104.5K
43	ARMSTRONG ADVISORY GROUP, INC	Shares	423SH	$103.5K
44	EverSource Wealth Advisors, LLC	Shares	372SH	$91.1K
45	GAMMA Investing LLC	Shares	347SH	$84.9K
46	SIGNATUREFD, LLC	Shares	246SH	$60.2K
47	Versant Capital Management, Inc	Shares	210SH	$51.4K
48	True Wealth Design, LLC	Shares	187SH	$45.8K
49	Curated Wealth Partners LLC	Shares	30.0KSH	$34.1K
50	E Fund Management (Hong Kong) Co., Ltd.	Shares	128SH	$31.3K

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

50 / 76 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+22.9K	+$5.6M	$5.6M
2	IFP Advisors, Inc added	Shares	+1.3K	+$4.9M	$15.2M
3	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+2.0K	+$3.7M	$10.8M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+8.3K	+$2.9M	$4.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+739	+$1.4M	$4.7M
6	Cannon Advisors, Inc. new	Shares	+6.0K	+$1.4M	$1.4M
7	OAK RIDGE INVESTMENTS LLC added	Shares	+407	+$1.2M	$3.6M
8	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-10.0K	+$1.1M	$9.1M
9	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+4.0K	+$979.1K	$979.1K
10	Yorktown Management & Research Co Inc added	Shares	+1.3K	+$578.7K	$1.2M
11	AlphaCentric Advisors LLC added	Shares	+93	+$510.4K	$1.6M
12	Baader Bank Aktiengesellschaft new	Shares	+2.0K	+$489.5K	$489.5K
13	China Universal Asset Management Co., Ltd. trimmed	Shares	-888	+$470.3K	$2.0M
14	D.A. DAVIDSON & CO. trimmed	Shares	-170	+$416.3K	$1.4M
15	Crossmark Global Holdings, Inc. new	Shares	+1.4K	+$334.1K	$334.1K
16	New England Research & Management, Inc. new	Shares	+1.3K	+$318.2K	$318.2K
17	Aries Wealth Management unchanged	Shares	0	+$303.0K	$979.1K
18	Mirador Capital Partners LP unchanged	Shares	0	+$303.0K	$979.1K
19	VISIONARY HORIZONS, LLC new	Shares	+968	+$236.9K	$236.9K
20	Ballentine Partners, LLC new	Shares	+967	+$236.7K	$236.7K
21	Sequoia Financial Advisors, LLC new	Shares	+887	+$217.1K	$217.1K
22	PARK NATIONAL CORP /OH/ new	Shares	+873	+$213.7K	$213.7K
23	Abel Hall, LLC added	Shares	+394	+$187.6K	$390.9K
24	HOWLAND CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$168.2K	$543.4K
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$138.8K	$448.4K
26	DAVENPORT & Co LLC unchanged	Shares	0	+$136.3K	$440.6K
27	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-367	+$112.3K	$563.2K
28	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+427	+$104.5K	$104.5K
29	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+2	+$97.8K	$315.0K
30	LANARK FINANCIAL, INC. trimmed	Shares	-170	+$94.2K	$397.3K
31	Farther Finance Advisors, LLC added	Shares	+223	+$75.9K	$126.0K
32	Fortis Group Advisors, LLC added	Shares	+5	+$41.9K	$270.5K
33	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-21	+$41.1K	$144.2K
34	Key FInancial Inc unchanged	Shares	0	+$34.1K	$110.1K
35	Curated Wealth Partners LLC new	Shares	+30.0K	+$34.1K	$34.1K
36	GAMMA Investing LLC added	Shares	+45	+$33.9K	$84.9K
37	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$32.0K	$103.5K
38	FIRST HORIZON CORP trimmed	Shares	-63	+$26.2K	$119.2K
39	SIGNATUREFD, LLC added	Shares	+17	+$21.5K	$60.2K
40	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+39	+$16.3K	$31.3K
41	Versant Capital Management, Inc unchanged	Shares	0	+$15.9K	$51.4K
42	True Wealth Design, LLC added	Shares	+5	+$15.0K	$45.8K
43	AdvisorNet Financial, Inc unchanged	Shares	0	+$9.3K	$30.1K
44	Handelsbanken Fonder AB added	Shares	+29.0K	+$8.1K	$10.4K
45	SBI Securities Co., Ltd. added	Shares	+15	+$5.6K	$9.8K
46	Main Street Group, LTD unchanged	Shares	0	+$5.3K	$17.1K
47	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$5.0K	$16.2K
48	EverSource Wealth Advisors, LLC trimmed	Shares	-140	+$4.5K	$91.1K
49	Dogwood Wealth Management LLC new	Shares	+16	+$3.9K	$3.9K
50	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1	+$3.8K	$13.0K

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