Filing Research | SANA - SANA BIOTECHNOLOGY INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.8KSH	$238.0K
2	Police & Firemen's Retirement System of New Jersey	Shares	57.9KSH	$202.1K
3	BFSG, LLC	Shares	51.0KSH	$178.0K
4	China Universal Asset Management Co., Ltd.	Shares	44.3KSH	$154.6K
5	Prodigy Asset Management LLC	Shares	20.1KSH	$70.0K
6	Sequoia Financial Advisors, LLC	Shares	15.6KSH	$54.3K
7	GRIFFIN ASSET MANAGEMENT, INC.	Shares	14.6KSH	$51.0K
8	Merit Financial Group, LLC	Shares	14.5KSH	$50.6K
9	LANARK FINANCIAL, INC.	Shares	14.4KSH	$50.2K
10	Mirae Asset Global Investments Co., Ltd.	Shares	12.4KSH	$43.4K
11	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	11.5KSH	$40.1K
12	LRI Investments, LLC	Shares	10.0KSH	$34.9K
13	Foguth Wealth Management, LLC.	Shares	11.0KSH	$34.5K
14	IFP Advisors, Inc	Shares	5.5KSH	$19.4K
15	SIGNATUREFD, LLC	Shares	3.5KSH	$12.2K
16	Blue Trust, Inc.	Shares	3.2KSH	$11.3K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.0KSH	$10.7K
18	True Wealth Design, LLC	Shares	2.5KSH	$8.7K
19	Farther Finance Advisors, LLC	Shares	2.5KSH	$8.7K
20	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$8.0K
21	SBI Securities Co., Ltd.	Shares	2.2KSH	$7.8K
22	Fortitude Family Office, LLC	Shares	1.2KSH	$4.3K
23	Triumph Capital Management	Shares	1.0KSH	$3.5K
24	Physician Wealth Advisors, Inc.	Shares	975SH	$3.4K
25	SJS Investment Consulting Inc.	Shares	367SH	$1.3K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	100SH	$349
27	Activest Wealth Management	Shares	0SH	$0

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

29 / 29 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey added	Shares	+13.7K	+$74.7K	$202.1K
2	Sequoia Financial Advisors, LLC new	Shares	+15.6K	+$54.3K	$54.3K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-209	+$39.5K	$238.0K
4	BFSG, LLC unchanged	Shares	0	+$31.1K	$178.0K
5	LANARK FINANCIAL, INC. added	Shares	+5.3K	+$24.1K	$50.2K
6	China Universal Asset Management Co., Ltd. trimmed	Shares	-3.0K	+$18.4K	$154.6K
7	Prodigy Asset Management LLC unchanged	Shares	0	+$12.2K	$70.0K
8	GRIFFIN ASSET MANAGEMENT, INC. unchanged	Shares	0	+$8.9K	$51.0K
9	LRI Investments, LLC unchanged	Shares	0	+$6.1K	$34.9K
10	Fortitude Family Office, LLC added	Shares	+1.1K	+$3.9K	$4.3K
11	IFP Advisors, Inc added	Shares	+145	+$3.8K	$19.4K
12	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.4K	+$3.4K	$43.4K
13	SIGNATUREFD, LLC unchanged	Shares	0	+$2.1K	$12.2K
14	Blue Trust, Inc. unchanged	Shares	0	+$2.0K	$11.3K
15	SBI Securities Co., Ltd. added	Shares	+105	+$1.7K	$7.8K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.5K	$10.7K
17	True Wealth Design, LLC unchanged	Shares	0	+$1.5K	$8.7K
18	SJS Investment Consulting Inc. new	Shares	+367	+$1.3K	$1.3K
19	Farther Finance Advisors, LLC unchanged	Shares	0	+$1.1K	$8.7K
20	Triumph Capital Management unchanged	Shares	0	+$610	$3.5K
21	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$595	$3.4K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$8	$349
23	GAMMA Investing LLC exited	Shares	-222	-$639	$0
24	Rachor Investment Advisory Services, LLC exited	Shares	-369	-$1.1K	$0
25	Foguth Wealth Management, LLC. added	Shares	+150	-$1.3K	$34.5K
26	EverSource Wealth Advisors, LLC trimmed	Shares	-1.1K	-$1.8K	$8.0K
27	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-4.3K	-$5.2K	$40.1K
28	Merit Financial Group, LLC trimmed	Shares	-11.6K	-$24.5K	$50.6K
29	Activest Wealth Management trimmed	Shares	-16.3K	-$46.9K	$0