Filing Research | CHRS - COHERUS ONCOLOGY INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	PVG ASSET MANAGEMENT CORP	Shares	133.2KSH	$186.5K
2	SteelPeak Wealth, LLC	Shares	69.0KSH	$96.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	62.3KSH	$95.9K
4	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	43.0KSH	$61.9K
5	Police & Firemen's Retirement System of New Jersey	Shares	28.2KSH	$39.5K
6	China Universal Asset Management Co., Ltd.	Shares	24.5KSH	$34.4K
7	Confluence Wealth Services, Inc.	Shares	19.8KSH	$27.7K
8	Curated Wealth Partners LLC	Shares	20.0KSH	$22.4K
9	Merit Financial Group, LLC	Shares	10.9KSH	$15.3K
10	Mirae Asset Global Investments Co., Ltd.	Shares	6.9KSH	$9.7K
11	SBI Securities Co., Ltd.	Shares	6.1KSH	$8.6K
12	EverSource Wealth Advisors, LLC	Shares	3.5KSH	$4.8K
13	Farther Finance Advisors, LLC	Shares	2.5KSH	$3.5K
14	CoreCap Advisors, LLC	Shares	2.4KSH	$3.4K
15	Steigerwald, Gordon & Koch Inc.	Shares	1.0KSH	$1.4K
16	GAMMA Investing LLC	Shares	885SH	$1.2K
17	Owl Creek Wealth Partners LLC	Shares	684SH	$958
18	True Wealth Design, LLC	Shares	586SH	$821
19	IFP Advisors, Inc	Shares	524SH	$734
20	SJS Investment Consulting Inc.	Shares	502SH	$703

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

24 / 24 loaded

#		Instrument
1	Confluence Wealth Services, Inc. new	Shares	+19.8K	+$27.7K	$27.7K
2	Curated Wealth Partners LLC new	Shares	+20.0K	+$22.4K	$22.4K
3	SBI Securities Co., Ltd. added	Shares	+5.4K	+$7.4K	$8.6K
4	PVG ASSET MANAGEMENT CORP trimmed	Shares	-125	+$5.2K	$186.5K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.7K	+$3.2K	$95.9K
6	SJS Investment Consulting Inc. added	Shares	+395	+$522	$703
7	True Wealth Design, LLC added	Shares	+246	+$246	$821
8	Wealth Group, Ltd. exited	Shares	-14.2K	-$24	$0
9	Farther Finance Advisors, LLC added	Shares	+385	-$184	$3.5K
10	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$198	$958
11	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$290	$1.4K
12	IFP Advisors, Inc trimmed	Shares	-86	-$297	$734
13	Sound Income Strategies, LLC exited	Shares	-200	-$348	$0
14	CoreCap Advisors, LLC trimmed	Shares	-37	-$769	$3.4K
15	GAMMA Investing LLC trimmed	Shares	-325	-$806	$1.2K
16	EverSource Wealth Advisors, LLC trimmed	Shares	-125	-$1.2K	$4.8K
17	Merit Financial Group, LLC added	Shares	+327	-$2.6K	$15.3K
18	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-897	-$3.5K	$9.7K
19	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$8.2K	$39.5K
20	China Universal Asset Management Co., Ltd. trimmed	Shares	-2.0K	-$10.5K	$34.4K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+550	-$11.9K	$61.9K
22	SteelPeak Wealth, LLC unchanged	Shares	0	-$20.0K	$96.6K
23	Diversified Trust Co exited	Shares	-38.5K	-$65.0K	$0
24	Simplify Asset Management Inc. exited	Shares	-253.1K	-$427.8K	$0