New Positions
8 managers initiated
Top five by reported value
TuHURA Biosciences Inc NASDAQ NMS - GLOBAL MARKET:HURA
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
8 new29 added27 reduced12 exited
Total Institutional Holders
64
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$1.8M
Largest QoQ Increase
MORGAN STANLEY
+154,442 sh
Largest QoQ Decrease
UBS Group AG
-113,344 sh
New Positions(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 39,093 | +39,093 | $29.6K | +$29.6K | — |
| JOURNEY STRATEGIC WEALTH LLC | 10,009 | +10,009 | $7.6K | +$7.6K | — |
| Hodges Capital Management Inc. | 10,000 | +10,000 | $7.6K | +$7.6K | — |
| CWA Asset Management Group, LLC | 10,000 | +10,000 | $7.6K | +$7.6K | — |
| GAMMA Investing LLC | 341 | +341 | $258 | +$258 | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | +100 | $76 | +$76 | — |
| IFP Advisors, Inc | 18 | +18 | $38 | +$38 | — |
| Allworth Financial LP | 3 | +3 | $3 | +$3 | — |
Added To(29)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 2,319,762 | +50,096 | $1.8M | -$3.9M | 2.2% |
| BlackRock, Inc. | 1,566,364 | +44,410 | $1.2M | -$2.6M | 2.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 662,481 | +39,710 | $501.4K | -$1.0M | 6.4% |
| STATE STREET CORP | 289,133 | +13,594 | $218.8K | -$464.6K | 4.9% |
| Bank of New York Mellon Corp | 210,402 | +13,096 | $159.2K | -$330.1K | 6.6% |
| NORTHERN TRUST CORP | 191,636 | +4,820 | $145.0K | -$318.3K | 2.6% |
| Apollon Wealth Management, LLC | 134,293 | +767 | $101.6K | -$229.5K | 0.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 81,920 | +2,888 | $62.0K | -$134.0K | 3.6% |
| Suncoast Equity Management | 208,818 | +104,409 | $158.0K | -$100.9K | 100.0% |
| MORGAN STANLEY | 176,197 | +154,442 | $133.3K | +$79.4K | 709.9% |
| PFG Investments, LLC | 23,411 | +3 | $17.7K | -$40.3K | 0.0% |
| RHUMBLINE ADVISERS | 23,598 | +1,663 | $17.9K | -$36.5K | 7.6% |
| BANK OF AMERICA CORP /DE/ | 63,007 | +55,581 | $47.6K | +$29.2K | 748.5% |
| Invesco Ltd. | 13,773 | +272 | $10.4K | -$23.1K | 2.0% |
| Invst, LLC | 42,506 | +19,106 | $32.2K | -$20.0K | 81.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,440 | +3,730 | $11.7K | -$17.4K | 31.9% |
| WELLS FARGO & COMPANY/MN | 38,208 | +19,931 | $28.9K | -$16.4K | 109.0% |
| BARCLAYS PLC | 48,284 | +11,394 | $107.7K | +$16.2K | 30.9% |
| JPMORGAN CHASE & CO | 13,547 | +3,183 | $10.3K | -$15.5K | 30.7% |
| BNP PARIBAS ARBITRAGE, SNC | 7,610 | +2,018 | $5.8K | -$8.1K | 36.1% |
| Tower Research Capital LLC (TRC) | 8,065 | +3,700 | $6.1K | -$4.7K | 84.8% |
| DEUTSCHE BANK AG\ | 79,816 | +54,051 | $60.7K | -$3.2K | 209.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2,033 | +429 | $1.5K | -$2.4K | 26.7% |
| Royal Bank of Canada | 1,476 | +1,356 | $1.0K | +$1.0K | 1130.0% |
| FMR LLC | 7,482 | +5,241 | $5.7K | +$104 | 233.9% |
| Sterling Capital Management LLC | 167 | +105 | $126 | -$28 | 169.3% |
| SBI Securities Co., Ltd. | 12 | +9 | $9 | +$2 | 300.0% |
| AMALGAMATED BANK | 1,044 | +167 | $1 | -$1 | 19.0% |
| ACADIAN ASSET MANAGEMENT LLC | 20 | +9 | $0 | $0 | 81.8% |
Reduced(27)
Sold Out(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BRIGHTON JONES LLC | 0 | -27,735 | $0 | -$68.8K | — |
| Creative Planning | 0 | -23,094 | $0 | -$57.3K | — |
| LPL Financial LLC | 0 | -22,895 | $0 | -$56.8K | — |
| SRS Capital Advisors, Inc. | 0 | -1,551 | $0 | -$3.8K | — |
| Groupe la Francaise | 0 | -357 | $0 | -$751 | — |
| Fortitude Family Office, LLC | 0 | -208 | $0 | -$516 | — |
| NISA INVESTMENT ADVISORS, LLC | 0 | -205 | $0 | -$508 | — |
| Clearstead Advisors, LLC | 0 | -131 | $0 | -$325 | — |
| SG Americas Securities, LLC | 0 | -16,608 | $0 | -$41 | — |
| Virtu Financial LLC | 0 | -10,340 | $0 | -$26 | — |
| GODSEY & GIBB, INC | 0 | -10 | $0 | -$25 | — |
| XTX Topco Ltd | 0 | -17,793 | $0 | $0 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 2,319,762 | $1.8M | +50,096 | 2.2% |
| BlackRock, Inc. | 1,566,364 | $1.2M | +44,410 | 2.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 662,481 | $501.4K | +39,710 | 6.4% |
| STATE STREET CORP | 289,133 | $218.8K | +13,594 | 4.9% |
| Bank of New York Mellon Corp | 210,402 | $159.2K | +13,096 | 6.6% |
| Suncoast Equity Management | 208,818 | $158.0K | +104,409 | 100.0% |
| NORTHERN TRUST CORP | 191,636 | $145.0K | +4,820 | 2.6% |
| MORGAN STANLEY | 176,197 | $133.3K | +154,442 | 709.9% |
| BARCLAYS PLC | 48,284 | $107.7K | +11,394 | 30.9% |
| Apollon Wealth Management, LLC | 134,293 | $101.6K | +767 | 0.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 81,920 | $62.0K | +2,888 | 3.6% |
| DEUTSCHE BANK AG\ | 79,816 | $60.7K | +54,051 | 209.8% |
| BANK OF AMERICA CORP /DE/ | 63,007 | $47.6K | +55,581 | 748.5% |
| Invst, LLC | 42,506 | $32.2K | +19,106 | 81.6% |
| GOLDMAN SACHS GROUP INC | 39,093 | $29.6K | +39,093 | — |
| WELLS FARGO & COMPANY/MN | 38,208 | $28.9K | +19,931 | 109.0% |
| Nuveen, LLC | 33,575 | $25.4K | 0 | 0.0% |
| Hurlow Wealth Management Group, Inc. | 31,444 | $23.8K | 0 | 0.0% |
| Cyndeo Wealth Partners, LLC | 31,063 | $23.5K | 0 | 0.0% |
| UBS Group AG | 28,131 | $21.3K | -113,344 | -80.1% |
New & Closed Positions this quarter
Closed Positions
12 managers exited
Top five by prior-quarter value
- BRIGHTON JONES LLC$68.8K
- Creative Planning$57.3K
- LPL Financial LLC$56.8K
- SRS Capital Advisors, Inc.$3.8K
- Groupe la Francaise$751
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for HURA against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.