Filing Research | IOVA - IOVANCE BIOTHERAPEUTICS INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Mirador Capital Partners LP	Shares	1.1MSH	$4.5M
2	Hennion & Walsh Asset Management, Inc.	Shares	818.9KSH	$3.4M
3	Tema ETFs LLC	Shares	280.0KSH	$1.2M
4	Police & Firemen's Retirement System of New Jersey	Shares	117.4KSH	$488.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	102.0KSH	$374.6K
6	China Universal Asset Management Co., Ltd.	Shares	71.1KSH	$295.6K
7	Centurion Wealth Management LLC	Shares	69.2KSH	$287.7K
8	Penbrook Management LLC	Shares	61.9KSH	$257.7K
9	B. Riley Wealth Advisors, Inc.	Shares	51.0KSH	$214.7K
10	Assenagon Asset Management S.A.	Shares	46.8KSH	$194.9K
11	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	39.0KSH	$162.1K
12	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	37.8KSH	$157.4K
13	Sequoia Financial Advisors, LLC	Shares	33.0KSH	$137.1K
14	Arcataur Capital Management LLC	Shares	27.6KSH	$114.8K
15	Abel Hall, LLC	Shares	25.1KSH	$104.5K
16	Merit Financial Group, LLC	Shares	24.8KSH	$103.3K
17	Brookstone Capital Management	Shares	22.6KSH	$94.0K
18	Mirae Asset Global Investments Co., Ltd.	Shares	20.0KSH	$83.1K
19	NorthCrest Asset Manangement, LLC	Shares	13.0KSH	$56.9K
20	Rathbones Group PLC	Shares	12.9KSH	$53.5K
21	XML Financial, LLC	Shares	12.5KSH	$52.0K
22	SBI Securities Co., Ltd.	Shares	12.4KSH	$51.4K
23	Wealth Enhancement Trust Services, Inc.	Shares	9.4KSH	$39.1K
24	Farther Finance Advisors, LLC	Shares	7.1KSH	$29.5K
25	GAMMA Investing LLC	Shares	5.4KSH	$22.6K
26	EverSource Wealth Advisors, LLC	Shares	4.1KSH	$17.0K
27	IFP Advisors, Inc	Shares	1.6KSH	$6.7K
28	SIGNATUREFD, LLC	Shares	1.2KSH	$4.9K
29	FIRST UNITED BANK & TRUST	Shares	1.0KSH	$4.2K
30	SJS Investment Consulting Inc.	Shares	533SH	$2.2K
31	True Wealth Design, LLC	Shares	400SH	$1.7K
32	LRI Investments, LLC	Shares	209SH	$869
33	Fortitude Family Office, LLC	Shares	61SH	$254
34	AMALGAMATED BANK	Shares	10.8KSH	$45
35	Smallwood Wealth Investment Management, LLC	Shares	9SH	$37
36	FNY Investment Advisers, LLC	Shares	6.0KSH	$24

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

38 / 38 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+409.4K	+$2.0M	$3.4M
2	Mirador Capital Partners LP added	Shares	+7.1K	+$726.9K	$4.5M
3	Tema ETFs LLC added	Shares	+95.9K	+$518.8K	$1.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+64.2K	+$244.7K	$374.6K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+23.9K	+$160.1K	$488.3K
6	Penbrook Management LLC added	Shares	+19.5K	+$108.7K	$257.7K
7	Merit Financial Group, LLC new	Shares	+24.8K	+$103.3K	$103.3K
8	Centurion Wealth Management LLC added	Shares	+10.8K	+$82.8K	$287.7K
9	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+9.7K	+$58.5K	$157.4K
10	NorthCrest Asset Manangement, LLC new	Shares	+13.0K	+$56.9K	$56.9K
11	B. Riley Wealth Advisors, Inc. added	Shares	+3.0K	+$55.4K	$214.7K
12	China Universal Asset Management Co., Ltd. trimmed	Shares	-2.0K	+$39.0K	$295.6K
13	Assenagon Asset Management S.A. unchanged	Shares	0	+$30.4K	$194.9K
14	Sequoia Financial Advisors, LLC added	Shares	+1.7K	+$27.4K	$137.1K
15	TRAPHAGEN INVESTMENT ADVISORS LLC unchanged	Shares	0	+$25.3K	$162.1K
16	Arcataur Capital Management LLC added	Shares	+2.0K	+$25.0K	$114.8K
17	Abel Hall, LLC added	Shares	+713	+$18.8K	$104.5K
18	Brookstone Capital Management trimmed	Shares	-55	+$14.5K	$94.0K
19	SBI Securities Co., Ltd. added	Shares	+873	+$11.1K	$51.4K
20	EverSource Wealth Advisors, LLC added	Shares	+2.0K	+$9.8K	$17.0K
21	XML Financial, LLC unchanged	Shares	0	+$8.1K	$52.0K
22	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.5K	+$7.6K	$83.1K
23	Wealth Enhancement Trust Services, Inc. added	Shares	+404	+$7.5K	$39.1K
24	IFP Advisors, Inc added	Shares	+1.5K	+$6.3K	$6.7K
25	GAMMA Investing LLC added	Shares	+9	+$3.6K	$22.6K
26	SJS Investment Consulting Inc. added	Shares	+518	+$2.2K	$2.2K
27	True Wealth Design, LLC new	Shares	+400	+$1.7K	$1.7K
28	SIGNATUREFD, LLC unchanged	Shares	0	+$762	$4.9K
29	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$650	$4.2K
30	LRI Investments, LLC unchanged	Shares	0	+$135	$869
31	AMALGAMATED BANK new	Shares	+10.8K	+$45	$45
32	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$6	$37
33	FNY Investment Advisers, LLC trimmed	Shares	-2.0K	-$4	$24
34	Scarborough Advisors, LLC exited	Shares	-30	-$105	$0
35	Fortitude Family Office, LLC trimmed	Shares	-161	-$525	$254
36	Farther Finance Advisors, LLC trimmed	Shares	-4.4K	-$10.2K	$29.5K
37	Rathbones Group PLC trimmed	Shares	-12.9K	-$36.8K	$53.5K
38	Haven Capital Group, Inc. exited	Shares	-59.1K	-$207.6K	$0