Filing Research | PSNL - PERSONALIS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	HOWLAND CAPITAL MANAGEMENT LLC	Shares	555.6KSH	$7.4M
2	PERKINS CAPITAL MANAGEMENT INC	Shares	239.0KSH	$3.2M
3	UDINE WEALTH MANAGEMENT, INC.	Shares	50.0KSH	$2.9M
4	AlphaCentric Advisors LLC	Shares	78.9KSH	$1.1M
5	Police & Firemen's Retirement System of New Jersey	Shares	20.0KSH	$268.1K
6	China Universal Asset Management Co., Ltd.	Shares	16.7KSH	$223.3K
7	Mirae Asset Global Investments Co., Ltd.	Shares	4.7KSH	$62.8K
8	Farther Finance Advisors, LLC	Shares	1.3KSH	$17.4K
9	Physician Wealth Advisors, Inc.	Shares	437SH	$5.9K
10	GAMMA Investing LLC	Shares	371SH	$5.0K
11	EverSource Wealth Advisors, LLC	Shares	170SH	$2.3K
12	SBI Securities Co., Ltd.	Shares	13SH	$174

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

16 / 16 loaded

#		Instrument
1	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+8.5K	+$4.0M	$7.4M
2	UDINE WEALTH MANAGEMENT, INC. new	Shares	+50.0K	+$2.9M	$2.9M
3	PERKINS CAPITAL MANAGEMENT INC unchanged	Shares	0	+$1.7M	$3.2M
4	AlphaCentric Advisors LLC added	Shares	+14.9K	+$649.7K	$1.1M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+7.0K	+$185.5K	$268.1K
6	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.9K	+$105.0K	$223.3K
7	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-774	+$28.0K	$62.8K
8	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$3.1K	$5.9K
9	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	+$2.3K	$17.4K
10	EverSource Wealth Advisors, LLC trimmed	Shares	-2	+$1.2K	$2.3K
11	GAMMA Investing LLC trimmed	Shares	-225	+$1.2K	$5.0K
12	SBI Securities Co., Ltd. trimmed	Shares	-149	-$858	$174
13	Sound Income Strategies, LLC exited	Shares	-200	-$1.3K	$0
14	Berbice Capital Management LLC exited	Shares	-100	-$4.5K	$0
15	Opal Wealth Advisors, LLC exited	Shares	-3.5K	-$22.3K	$0
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-3.9K	-$25.6K	$0

Filing Research | PSNL - PERSONALIS INC Institutional Holdings