Filing Research | CAPR - CAPRICOR THERAPEUTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	MOODY ALDRICH PARTNERS LLC	Shares	177.8KSH	$4.3M
2	Police & Firemen's Retirement System of New Jersey	Shares	15.9KSH	$382.0K
3	SBI Securities Co., Ltd.	Shares	2.8KSH	$67.8K
4	Curated Wealth Partners LLC	Shares	50.0KSH	$55.7K
5	GoalVest Advisory LLC	Shares	2.1KSH	$50.6K
6	Activest Wealth Management	Shares	2.0KSH	$48.2K
7	China Universal Asset Management Co., Ltd.	Shares	1.6KSH	$38.5K
8	IFP Advisors, Inc	Shares	325SH	$7.8K
9	GAMMA Investing LLC	Shares	323SH	$7.8K
10	SIGNATUREFD, LLC	Shares	101SH	$2.4K
11	Farther Finance Advisors, LLC	Shares	36SH	$867
12	Hughes Financial Services, LLC	Shares	12SH	$289
13	EverSource Wealth Advisors, LLC	Shares	10SH	$241
14	WOLFF WIESE MAGANA LLC	Shares	6SH	$145

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

17 / 17 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+50.0K	+$55.7K	$55.7K
2	China Universal Asset Management Co., Ltd. new	Shares	+1.6K	+$38.5K	$38.5K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+4.5K	+$36.9K	$382.0K
4	IFP Advisors, Inc new	Shares	+325	+$7.8K	$7.8K
5	SIGNATUREFD, LLC new	Shares	+101	+$2.4K	$2.4K
6	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$38	$145
7	Hughes Financial Services, LLC added	Shares	+1	-$45	$289
8	Farther Finance Advisors, LLC unchanged	Shares	0	-$217	$867
9	GAMMA Investing LLC added	Shares	+36	-$947	$7.8K
10	Scarborough Advisors, LLC exited	Shares	-70	-$2.1K	$0
11	Versant Capital Management, Inc exited	Shares	-156	-$4.7K	$0
12	EverSource Wealth Advisors, LLC trimmed	Shares	-249	-$7.6K	$241
13	Activest Wealth Management unchanged	Shares	0	-$12.6K	$48.2K
14	GoalVest Advisory LLC unchanged	Shares	0	-$13.3K	$50.6K
15	SBI Securities Co., Ltd. trimmed	Shares	-2.1K	-$82.5K	$67.8K
16	Patriot Financial Group Insurance Agency, LLC exited	Shares	-10.0K	-$304.0K	$0
17	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-48.3K	-$2.6M	$4.3M

Filing Research | CAPR - CAPRICOR THERAPEUTICS INC Institutional Holdings