Filing Research | DFTX - DEFINIUM THERAPEUTICS INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	PEAK FINANCIAL ADVISORS LLC	Shares	56.9KSH	$2.7M
2	Y-Intercept (Hong Kong) Ltd	Shares	54.5KSH	$2.6M
3	MOODY ALDRICH PARTNERS LLC	Shares	51.0KSH	$2.4M
4	Police & Firemen's Retirement System of New Jersey	Shares	38.4KSH	$1.8M
5	Bay Rivers Group	Shares	31.2KSH	$1.5M
6	STABLEFORD CAPITAL II LLC	Shares	27.1KSH	$1.3M
7	Rathbones Group PLC	Shares	22.8KSH	$1.1M
8	China Universal Asset Management Co., Ltd.	Shares	21.4KSH	$1.0M
9	Sequoia Financial Advisors, LLC	Shares	17.3KSH	$811.8K
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.6KSH	$733.0K
11	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	13.3KSH	$625.1K
12	Heritage Wealth Management, Inc. /CA/	Shares	12.0KSH	$564.5K
13	PSP Research LLC	Shares	10.0KSH	$470.4K
14	Fearless Solutions, LLC dba Best Invest	Shares	8.8KSH	$414.1K
15	FLAGSHIP HARBOR ADVISORS, LLC	Shares	8.0KSH	$374.7K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.0KSH	$374.3K
17	Abel Hall, LLC	Shares	7.6KSH	$355.2K
18	CHIRON CAPITAL MANAGEMENT, LLC	Shares	7.0KSH	$329.3K
19	Waldron Private Wealth LLC	Shares	6.3KSH	$297.3K
20	Fiduciary Alliance LLC	Shares	6.0KSH	$282.2K
21	CRA Financial Services, LLC	Shares	5.8KSH	$275.0K
22	Mirae Asset Global Investments Co., Ltd.	Shares	4.9KSH	$229.5K
23	Confluence Wealth Services, Inc.	Shares	4.8KSH	$225.6K
24	Lewis Asset Management, LLC	Shares	4.6KSH	$215.7K
25	Crewe Advisors LLC	Shares	2.0KSH	$94.0K
26	High Note Wealth, LLC	Shares	1.6KSH	$75.3K
27	GAMMA Investing LLC	Shares	1.2KSH	$57.0K
28	Farther Finance Advisors, LLC	Shares	1.2KSH	$54.7K
29	FIRST HORIZON CORP	Shares	966SH	$45.4K
30	SBI Securities Co., Ltd.	Shares	701SH	$33.0K
31	MassMutual Private Wealth & Trust, FSB	Shares	568SH	$26.7K
32	EverSource Wealth Advisors, LLC	Shares	281SH	$13.2K
33	SIMS INVESTMENT MANAGEMENT, LLC	Shares	199SH	$9.4K
34	Atlantic Edge Private Wealth Management, LLC	Shares	193SH	$9.1K
35	SALEM INVESTMENT COUNSELORS INC	Shares	150SH	$7.1K
36	LANARK FINANCIAL, INC.	Shares	100SH	$4.7K
37	Versant Capital Management, Inc	Shares	90SH	$4.2K
38	Activest Wealth Management	Shares	66SH	$3.1K
39	SIGNATUREFD, LLC	Shares	40SH	$1.9K
40	Robbins Farley	Shares	28SH	$1.3K
41	Rachor Investment Advisory Services, LLC	Shares	25SH	$1.2K
42	Ares Financial Consulting, LLC	Shares	8SH	$376
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$283
44	SJS Investment Consulting Inc.	Shares	4SH	$189
45	TSFG, LLC	Shares	6SH	$0

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

49 / 49 loaded

#		Instrument
1	PEAK FINANCIAL ADVISORS LLC new	Shares	+56.9K	+$2.7M	$2.7M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+54.5K	+$2.6M	$2.6M
3	MOODY ALDRICH PARTNERS LLC new	Shares	+51.0K	+$2.4M	$2.4M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+11.0K	+$1.3M	$1.8M
5	STABLEFORD CAPITAL II LLC new	Shares	+27.1K	+$1.3M	$1.3M
6	Bay Rivers Group added	Shares	+4.9K	+$970.1K	$1.5M
7	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+15.6K	+$733.0K	$733.0K
8	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+13.3K	+$625.1K	$625.1K
9	China Universal Asset Management Co., Ltd. added	Shares	+1.2K	+$623.1K	$1.0M
10	Sequoia Financial Advisors, LLC added	Shares	+13	+$485.9K	$811.8K
11	Fearless Solutions, LLC dba Best Invest new	Shares	+8.8K	+$414.1K	$414.1K
12	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+8.0K	+$374.7K	$374.7K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.0K	+$374.3K	$374.3K
14	Abel Hall, LLC new	Shares	+7.6K	+$355.2K	$355.2K
15	CHIRON CAPITAL MANAGEMENT, LLC new	Shares	+7.0K	+$329.3K	$329.3K
16	Waldron Private Wealth LLC new	Shares	+6.3K	+$297.3K	$297.3K
17	Heritage Wealth Management, Inc. /CA/ trimmed	Shares	-2.4K	+$292.8K	$564.5K
18	Fiduciary Alliance LLC new	Shares	+6.0K	+$282.2K	$282.2K
19	CRA Financial Services, LLC new	Shares	+5.8K	+$275.0K	$275.0K
20	Confluence Wealth Services, Inc. new	Shares	+4.8K	+$225.6K	$225.6K
21	Lewis Asset Management, LLC new	Shares	+4.6K	+$215.7K	$215.7K
22	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-322	+$131.2K	$229.5K
23	Crewe Advisors LLC unchanged	Shares	0	+$56.3K	$94.0K
24	High Note Wealth, LLC added	Shares	+100	+$46.9K	$75.3K
25	Farther Finance Advisors, LLC added	Shares	+595	+$43.0K	$54.7K
26	GAMMA Investing LLC added	Shares	+101	+$36.0K	$57.0K
27	SBI Securities Co., Ltd. added	Shares	+603	+$31.1K	$33.0K
28	FIRST HORIZON CORP added	Shares	+4	+$27.3K	$45.4K
29	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$16.0K	$26.7K
30	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+199	+$9.4K	$9.4K
31	EverSource Wealth Advisors, LLC trimmed	Shares	-14	+$7.6K	$13.2K
32	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$5.4K	$9.1K
33	Versant Capital Management, Inc new	Shares	+90	+$4.2K	$4.2K
34	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$4.2K	$7.1K
35	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.8K	$4.7K
36	SIGNATUREFD, LLC new	Shares	+40	+$1.9K	$1.9K
37	Activest Wealth Management unchanged	Shares	0	+$1.9K	$3.1K
38	Robbins Farley unchanged	Shares	0	+$788	$1.3K
39	Rachor Investment Advisory Services, LLC unchanged	Shares	0	+$703	$1.2K
40	Ares Financial Consulting, LLC new	Shares	+8	+$376	$376
41	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+6	+$283	$283
42	SJS Investment Consulting Inc. new	Shares	+4	+$189	$189
43	TSFG, LLC unchanged	Shares	0	$0	$0
44	CoreCap Advisors, LLC exited	Shares	-5	-$95	$0
45	LOUISBOURG INVESTMENTS INC. exited	Shares	-52	-$983	$0
46	Opal Wealth Advisors, LLC exited	Shares	-1.1K	-$20.8K	$0
47	Rathbones Group PLC trimmed	Shares	-37.6K	-$69.0K	$1.1M
48	Sound Income Strategies, LLC exited	Shares	-3.7K	-$76.0K	$0
49	PSP Research LLC trimmed	Shares	-24.8K	-$187.3K	$470.4K