Filing Research | MBX - MBX BIOSCIENCES INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Aaron Wealth Advisors LLC	Shares	1.2MSH	$64.5M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	27.4KSH	$1.5M
3	Koa Wealth Management, LLC	Shares	17.1KSH	$944.6K
4	China Universal Asset Management Co., Ltd.	Shares	9.2KSH	$506.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	9.2KSH	$505.3K
6	Tema ETFs LLC	Shares	5.0KSH	$276.6K
7	Goelzer Investment Management, Inc.	Shares	4.0KSH	$220.8K
8	Mirae Asset Global Investments Co., Ltd.	Shares	2.1KSH	$117.5K
9	GAMMA Investing LLC	Shares	304SH	$16.8K
10	Physician Wealth Advisors, Inc.	Shares	121SH	$6.7K
11	SIGNATUREFD, LLC	Shares	78SH	$4.3K
12	EverSource Wealth Advisors, LLC	Shares	48SH	$2.6K
13	Fortitude Family Office, LLC	Shares	19SH	$1.0K
14	Farther Finance Advisors, LLC	Shares	9SH	$497
15	SJS Investment Consulting Inc.	Shares	2SH	$111
16	Hughes Financial Services, LLC	Shares	1SH	$55

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

19 / 19 loaded

#		Instrument
1	Aaron Wealth Advisors LLC trimmed	Shares	-377	+$29.6M	$64.5M
2	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-6.8K	+$490.9K	$1.5M
3	Koa Wealth Management, LLC trimmed	Shares	-800	+$409.9K	$944.6K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$280.8K	$505.3K
5	China Universal Asset Management Co., Ltd. added	Shares	+1.2K	+$268.6K	$506.5K
6	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-213	+$47.6K	$117.5K
7	Tema ETFs LLC trimmed	Shares	-3.9K	+$11.6K	$276.6K
8	GAMMA Investing LLC added	Shares	+5	+$7.9K	$16.8K
9	Physician Wealth Advisors, Inc. added	Shares	+12	+$3.4K	$6.7K
10	EverSource Wealth Advisors, LLC added	Shares	+23	+$1.9K	$2.6K
11	Fortitude Family Office, LLC unchanged	Shares	0	+$482	$1.0K
12	Farther Finance Advisors, LLC unchanged	Shares	0	+$206	$497
13	SJS Investment Consulting Inc. new	Shares	+2	+$111	$111
14	Hughes Financial Services, LLC new	Shares	+1	+$55	$55
15	IFP Advisors, Inc exited	Shares	-1	-$30	$0
16	True Wealth Design, LLC exited	Shares	-2	-$60	$0
17	Versant Capital Management, Inc exited	Shares	-24	-$716	$0
18	SIGNATUREFD, LLC trimmed	Shares	-101	-$1.0K	$4.3K
19	Goelzer Investment Management, Inc. trimmed	Shares	-160.2K	-$4.7M	$220.8K

Filing Research | MBX - MBX BIOSCIENCES INC Institutional Holdings