Filing Research | CRDF - CARDIFF ONCOLOGY INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	67.2KSH	$87.4K
2	Curated Wealth Partners LLC	Shares	35.0KSH	$40.6K
3	Post Resch Tallon Group Inc.	Shares	22.5KSH	$29.3K
4	Y-Intercept (Hong Kong) Ltd	Shares	22.4KSH	$29.1K
5	PFG Investments, LLC	Shares	20.5KSH	$26.7K
6	Baker Ellis Asset Management LLC	Shares	20.0KSH	$26.0K
7	Capital Advisors Wealth Management, LLC	Shares	15.5KSH	$20.2K
8	Scarborough Advisors, LLC	Shares	10.5KSH	$16.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.1KSH	$16.1K
10	Ledgewood Wealth Advisors, LLC	Shares	11.2KSH	$14.5K
11	Security National Bank	Shares	9.8KSH	$12.7K
12	TRUST CO OF TOLEDO NA /OH/	Shares	9.0KSH	$11.7K
13	Golden State Wealth Management, LLC	Shares	7.0KSH	$9.2K
14	IFP Advisors, Inc	Shares	3.8KSH	$5.0K
15	Farther Finance Advisors, LLC	Shares	2.9KSH	$3.7K
16	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$1.4K
17	Fortitude Family Office, LLC	Shares	379SH	$493
18	GAMMA Investing LLC	Shares	147SH	$191
19	SBI Securities Co., Ltd.	Shares	145SH	$189
20	SJS Investment Consulting Inc.	Shares	63SH	$82

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

21 / 21 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+35.0K	+$40.6K	$40.6K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+22.4K	+$29.1K	$29.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.1K	+$16.1K	$16.1K
4	Golden State Wealth Management, LLC new	Shares	+7.0K	+$9.2K	$9.2K
5	PFG Investments, LLC added	Shares	+8.0K	+$6.4K	$26.7K
6	IFP Advisors, Inc added	Shares	+3.8K	+$5.0K	$5.0K
7	Farther Finance Advisors, LLC added	Shares	+2.9K	+$3.7K	$3.7K
8	EverSource Wealth Advisors, LLC added	Shares	+760	+$873	$1.4K
9	Fortitude Family Office, LLC new	Shares	+379	+$493	$493
10	SJS Investment Consulting Inc. new	Shares	+63	+$82	$82
11	SBI Securities Co., Ltd. added	Shares	+1	-$44	$189
12	Scarborough Advisors, LLC unchanged	Shares	0	-$839	$16.2K
13	GAMMA Investing LLC trimmed	Shares	-1.1K	-$1.8K	$191
14	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$2.9K	$11.7K
15	Security National Bank unchanged	Shares	0	-$3.1K	$12.7K
16	Ledgewood Wealth Advisors, LLC unchanged	Shares	0	-$3.6K	$14.5K
17	Capital Advisors Wealth Management, LLC added	Shares	+525	-$4.1K	$20.2K
18	Baker Ellis Asset Management LLC unchanged	Shares	0	-$6.4K	$26.0K
19	Post Resch Tallon Group Inc. unchanged	Shares	0	-$9.2K	$29.3K
20	Assenagon Asset Management S.A. unchanged	Shares	0	-$21.5K	$87.4K
21	Police & Firemen's Retirement System of New Jersey exited	Shares	-20.0K	-$32.5K	$0