Filing Research | UPB - UPSTREAM BIO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	693.6KSH	$4.8M
2	Simplify Asset Management Inc.	Shares	62.1KSH	$429.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.0KSH	$75.4K
4	Police & Firemen's Retirement System of New Jersey	Shares	9.5KSH	$65.4K
5	China Universal Asset Management Co., Ltd.	Shares	8.7KSH	$59.9K
6	Mirae Asset Global Investments Co., Ltd.	Shares	2.4KSH	$16.8K
7	GAMMA Investing LLC	Shares	1.2KSH	$8.1K
8	Farther Finance Advisors, LLC	Shares	353SH	$2.4K
9	EverSource Wealth Advisors, LLC	Shares	272SH	$1.9K
10	IFP Advisors, Inc	Shares	242SH	$1.7K
11	Physician Wealth Advisors, Inc.	Shares	160SH	$1.1K
12	SJS Investment Consulting Inc.	Shares	76SH	$526

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

15 / 15 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.0K	+$75.4K	$75.4K
2	Farther Finance Advisors, LLC added	Shares	+272	+$1.7K	$2.4K
3	IFP Advisors, Inc added	Shares	+241	+$1.7K	$1.7K
4	GAMMA Investing LLC added	Shares	+449	+$1.6K	$8.1K
5	Physician Wealth Advisors, Inc. new	Shares	+160	+$1.1K	$1.1K
6	SJS Investment Consulting Inc. added	Shares	+74	+$508	$526
7	EverSource Wealth Advisors, LLC added	Shares	+50	-$116	$1.9K
8	SIGNATUREFD, LLC exited	Shares	-66	-$594	$0
9	Torren Management, LLC exited	Shares	-162	-$1.5K	$0
10	Versant Capital Management, Inc exited	Shares	-762	-$6.9K	$0
11	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-385	-$8.5K	$16.8K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$19.7K	$65.4K
13	China Universal Asset Management Co., Ltd. trimmed	Shares	-929	-$26.4K	$59.9K
14	Simplify Asset Management Inc. trimmed	Shares	-15.7K	-$270.3K	$429.8K
15	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-307.1K	-$4.2M	$4.8M

Filing Research | UPB - UPSTREAM BIO INC Institutional Holdings