Filing Research | HUMA - HUMACYTE INC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	United Asset Strategies, Inc.	Shares	209.6KSH	$163.6K
2	Y-Intercept (Hong Kong) Ltd	Shares	87.7KSH	$68.4K
3	Merit Financial Group, LLC	Shares	52.8KSH	$41.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.0KSH	$34.7K
5	Clarus Wealth Advisors	Shares	40.0KSH	$29.3K
6	China Universal Asset Management Co., Ltd.	Shares	35.3KSH	$27.6K
7	V. M. MANNING & CO., INC.	Shares	31.6KSH	$24.7K
8	HAMILTON LANE ADVISORS LLC	Shares	21.9KSH	$17.1K
9	COLUMBIA ADVISORY PARTNERS LLC	Shares	20.0KSH	$15.6K
10	Valeo Financial Advisors, LLC	Shares	19.9KSH	$15.5K
11	PFG Investments, LLC	Shares	17.9KSH	$14.0K
12	Trilogy Capital Inc.	Shares	17.1KSH	$13.3K
13	Accredited Investors Inc.	Shares	15.6KSH	$12.2K
14	LAZARI CAPITAL MANAGEMENT, INC.	Shares	14.4KSH	$11.3K
15	CFS Investment Advisory Services, LLC	Shares	15.0KSH	$10.7K
16	Brookstone Capital Management	Shares	13.3KSH	$10.3K
17	Clearview Wealth Management LLC	Shares	13.0KSH	$10.1K
18	Key Client Fiduciary Advisors, LLC	Shares	11.7KSH	$9.1K
19	Onyx Bridge Wealth Group LLC	Shares	11.5KSH	$9.0K
20	ACT WEALTH MANAGEMENT, LLC	Shares	11.4KSH	$8.9K
21	IFP Advisors, Inc	Shares	11.1KSH	$8.6K
22	Mirae Asset Global Investments Co., Ltd.	Shares	9.9KSH	$7.7K
23	EverSource Wealth Advisors, LLC	Shares	5.1KSH	$4.0K
24	SBI Securities Co., Ltd.	Shares	4.7KSH	$3.7K
25	Farther Finance Advisors, LLC	Shares	1.5KSH	$1.2K
26	True Wealth Design, LLC	Shares	1.3KSH	$1.0K
27	Beacon Financial Strategies CORP	Shares	850SH	$664
28	Fortitude Family Office, LLC	Shares	610SH	$476
29	WOLFF WIESE MAGANA LLC	Shares	500SH	$391
30	SJS Investment Consulting Inc.	Shares	469SH	$367
31	Wealth Enhancement Trust Services, Inc.	Shares	255SH	$199
32	GAMMA Investing LLC	Shares	243SH	$190
33	Trust Co of Kansas	Shares	24.0KSH	$19
34	Capital Advisors, Ltd. LLC	Shares	2.0KSH	$2

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

36 / 36 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+87.7K	+$68.4K	$68.4K
2	United Asset Strategies, Inc. unchanged	Shares	0	+$36.4K	$163.6K
3	Merit Financial Group, LLC added	Shares	+10.9K	+$15.8K	$41.2K
4	Accredited Investors Inc. new	Shares	+15.6K	+$12.2K	$12.2K
5	Key Client Fiduciary Advisors, LLC new	Shares	+11.7K	+$9.1K	$9.1K
6	Onyx Bridge Wealth Group LLC new	Shares	+11.5K	+$9.0K	$9.0K
7	China Universal Asset Management Co., Ltd. added	Shares	+1.1K	+$6.8K	$27.6K
8	Valeo Financial Advisors, LLC added	Shares	+5.0K	+$6.5K	$15.5K
9	Clarus Wealth Advisors unchanged	Shares	0	+$5.0K	$29.3K
10	HAMILTON LANE ADVISORS LLC unchanged	Shares	0	+$3.8K	$17.1K
11	COLUMBIA ADVISORY PARTNERS LLC unchanged	Shares	0	+$3.5K	$15.6K
12	LAZARI CAPITAL MANAGEMENT, INC. added	Shares	+1.3K	+$3.3K	$11.3K
13	Brookstone Capital Management added	Shares	+1.4K	+$3.2K	$10.3K
14	PFG Investments, LLC added	Shares	+50	+$3.1K	$14.0K
15	IFP Advisors, Inc added	Shares	+2.0K	+$3.1K	$8.6K
16	Clearview Wealth Management LLC unchanged	Shares	0	+$2.3K	$10.1K
17	ACT WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$2.0K	$8.9K
18	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-137	+$1.6K	$7.7K
19	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$1.5K	$4.0K
20	SBI Securities Co., Ltd. added	Shares	+1.1K	+$1.5K	$3.7K
21	Farther Finance Advisors, LLC added	Shares	+723	+$731	$1.2K
22	Fortitude Family Office, LLC new	Shares	+610	+$476	$476
23	SJS Investment Consulting Inc. added	Shares	+379	+$312	$367
24	True Wealth Design, LLC added	Shares	+141	+$309	$1.0K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+255	+$199	$199
26	Beacon Financial Strategies CORP unchanged	Shares	0	+$148	$664
27	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$87	$391
28	Trust Co of Kansas unchanged	Shares	0	+$4	$19
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$2
30	CFS Investment Advisory Services, LLC unchanged	Shares	0	-$3	$10.7K
31	BURKETT FINANCIAL SERVICES, LLC exited	Shares	-18	-$10	$0
32	GAMMA Investing LLC trimmed	Shares	-3.5K	-$2.1K	$190
33	Abel Hall, LLC exited	Shares	-14.2K	-$8.6K	$0
34	Trilogy Capital Inc. trimmed	Shares	-20.8K	-$9.6K	$13.3K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-28.6K	-$15.8K	$34.7K
36	Police & Firemen's Retirement System of New Jersey exited	Shares	-30.8K	-$18.7K	$0