Filing Research | ELDN - ELEDON PHARMACEUTICALS INC Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Triumph Capital Management	Shares	303.4KSH	$1.2M
2	Prodigy Asset Management LLC	Shares	86.7KSH	$341.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	34.6KSH	$133.3K
4	HOWARD FINANCIAL SERVICES, LTD.	Shares	30.0KSH	$118.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	23.5KSH	$92.6K
6	Relyea Zuckerberg Hanson LLC	Shares	17.0KSH	$67.0K
7	Baker Ellis Asset Management LLC	Shares	16.0KSH	$63.0K
8	China Universal Asset Management Co., Ltd.	Shares	16.0KSH	$63.0K
9	Revolve Wealth Partners, LLC	Shares	14.1KSH	$55.7K
10	SIGNATUREFD, LLC	Shares	12.9KSH	$51.0K
11	GK Wealth Management LLC	Shares	11.5KSH	$45.3K
12	Merit Financial Group, LLC	Shares	11.1KSH	$43.9K
13	Everhart Financial Group, Inc.	Shares	10.0KSH	$39.4K
14	Split Rock Private Trading & Wealth Management, LLC	Shares	10.0KSH	$39.4K
15	FARMERS & MERCHANTS INVESTMENTS INC	Shares	6.3KSH	$24.9K
16	SOA Wealth Advisors, LLC.	Shares	4.6KSH	$18.0K
17	LANARK FINANCIAL, INC.	Shares	3.0KSH	$11.8K
18	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$5.7K
19	MassMutual Private Wealth & Trust, FSB	Shares	1.3KSH	$5.1K
20	GAMMA Investing LLC	Shares	1.2KSH	$4.7K
21	Farther Finance Advisors, LLC	Shares	637SH	$2.5K
22	True Wealth Design, LLC	Shares	494SH	$1.9K
23	Quaker Wealth Management, LLC	Shares	191SH	$753
24	SJS Investment Consulting Inc.	Shares	86SH	$339
25	SBI Securities Co., Ltd.	Shares	63SH	$248
26	Fortitude Family Office, LLC	Shares	59SH	$232
27	IFP Advisors, Inc	Shares	8SH	$32
28	Byrne Asset Management LLC	Shares	1SH	$4

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

29 / 29 loaded

#		Instrument
1	Triumph Capital Management new	Shares	+303.4K	+$1.2M	$1.2M
2	Prodigy Asset Management LLC new	Shares	+86.7K	+$341.6K	$341.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+34.6K	+$133.3K	$133.3K
4	China Universal Asset Management Co., Ltd. new	Shares	+16.0K	+$63.0K	$63.0K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+11.7K	+$56.1K	$92.6K
6	SIGNATUREFD, LLC added	Shares	+12.4K	+$49.4K	$51.0K
7	GK Wealth Management LLC new	Shares	+11.5K	+$45.3K	$45.3K
8	Merit Financial Group, LLC new	Shares	+11.1K	+$43.9K	$43.9K
9	Relyea Zuckerberg Hanson LLC added	Shares	+5.0K	+$30.0K	$67.0K
10	HOWARD FINANCIAL SERVICES, LTD. unchanged	Shares	0	+$25.8K	$118.2K
11	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+6.3K	+$24.9K	$24.9K
12	Revolve Wealth Partners, LLC unchanged	Shares	0	+$12.2K	$55.7K
13	LANARK FINANCIAL, INC. new	Shares	+3.0K	+$11.8K	$11.8K
14	Everhart Financial Group, Inc. unchanged	Shares	0	+$8.6K	$39.4K
15	Split Rock Private Trading & Wealth Management, LLC unchanged	Shares	0	+$8.6K	$39.4K
16	MassMutual Private Wealth & Trust, FSB new	Shares	+1.3K	+$5.1K	$5.1K
17	Baker Ellis Asset Management LLC trimmed	Shares	-3.0K	+$4.5K	$63.0K
18	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$3.9K	$18.0K
19	EverSource Wealth Advisors, LLC added	Shares	+537	+$2.9K	$5.7K
20	Farther Finance Advisors, LLC added	Shares	+598	+$2.4K	$2.5K
21	True Wealth Design, LLC added	Shares	+462	+$1.8K	$1.9K
22	GAMMA Investing LLC unchanged	Shares	0	+$1.0K	$4.7K
23	Quaker Wealth Management, LLC new	Shares	+191	+$753	$753
24	SJS Investment Consulting Inc. added	Shares	+77	+$311	$339
25	Fortitude Family Office, LLC new	Shares	+59	+$232	$232
26	SBI Securities Co., Ltd. unchanged	Shares	0	+$54	$248
27	Byrne Asset Management LLC unchanged	Shares	0	+$1	$4
28	IFP Advisors, Inc trimmed	Shares	-3	-$2	$32
29	MITCHELL & PAHL PRIVATE WEALTH, LLC exited	Shares	-30.0K	-$92.4K	$0