Filing Research | CMPX - COMPASS THERAPEUTICS INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Atle Fund Management AB	Shares	1.0MSH	$2.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	83.6KSH	$194.7K
3	Wealthcare Advisory Partners LLC	Shares	61.0KSH	$133.5K
4	Sequoia Financial Advisors, LLC	Shares	45.0KSH	$98.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	35.5KSH	$77.8K
6	Merit Financial Group, LLC	Shares	23.7KSH	$51.8K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	22.8KSH	$49.9K
8	ACT Advisors, LLC.	Shares	20.6KSH	$45.1K
9	Apollon Wealth Management, LLC	Shares	19.7KSH	$43.1K
10	Wealthcare Capital Partners, LLC	Shares	19.7KSH	$43.0K
11	Crewe Advisors LLC	Shares	11.7KSH	$25.6K
12	VSM Wealth Advisory, LLC	Shares	6.1KSH	$13.4K
13	True Wealth Design, LLC	Shares	1.6KSH	$3.4K
14	Fortitude Family Office, LLC	Shares	1.5KSH	$3.2K
15	Farther Finance Advisors, LLC	Shares	1.3KSH	$2.8K
16	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$2.4K
17	SJS Investment Consulting Inc.	Shares	812SH	$1.8K
18	Wealth Enhancement Trust Services, Inc.	Shares	740SH	$1.6K
19	GAMMA Investing LLC	Shares	442SH	$968
20	Marshall & Sterling Wealth Advisors Inc.	Shares	200SH	$438
21	SBI Securities Co., Ltd.	Shares	180SH	$394

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

27 / 27 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+83.6K	+$194.7K	$194.7K
2	Wealthcare Advisory Partners LLC new	Shares	+61.0K	+$133.5K	$133.5K
3	Merit Financial Group, LLC new	Shares	+23.7K	+$51.8K	$51.8K
4	ACT Advisors, LLC. new	Shares	+20.6K	+$45.1K	$45.1K
5	Apollon Wealth Management, LLC new	Shares	+19.7K	+$43.1K	$43.1K
6	Wealthcare Capital Partners, LLC new	Shares	+19.7K	+$43.0K	$43.0K
7	Crewe Advisors LLC new	Shares	+11.7K	+$25.6K	$25.6K
8	Sequoia Financial Advisors, LLC added	Shares	+29.4K	+$16.3K	$98.5K
9	True Wealth Design, LLC new	Shares	+1.6K	+$3.4K	$3.4K
10	SJS Investment Consulting Inc. added	Shares	+785	+$1.6K	$1.8K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+740	+$1.6K	$1.6K
12	Hughes Financial Services, LLC exited	Shares	-3	-$16	$0
13	IFP Advisors, Inc exited	Shares	-6	-$32	$0
14	GAMMA Investing LLC added	Shares	+218	-$217	$968
15	SBI Securities Co., Ltd. trimmed	Shares	-4	-$579	$394
16	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	-$620	$438
17	Farther Finance Advisors, LLC added	Shares	+609	-$802	$2.8K
18	VSM Wealth Advisory, LLC added	Shares	+3.1K	-$2.5K	$13.4K
19	Fortitude Family Office, LLC trimmed	Shares	-434	-$6.9K	$3.2K
20	EverSource Wealth Advisors, LLC trimmed	Shares	-5.0K	-$30.1K	$2.4K
21	Abel Hall, LLC exited	Shares	-10.5K	-$55.7K	$0
22	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	-$70.6K	$49.9K
23	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$110.1K	$77.8K
24	PSP Research LLC exited	Shares	-30.0K	-$158.7K	$0
25	Tema ETFs LLC exited	Shares	-138.3K	-$731.5K	$0
26	Atle Fund Management AB added	Shares	+1.0M	-$754.6K	$2.3M
27	Y-Intercept (Hong Kong) Ltd exited	Shares	-828.9K	-$4.4M	$0