New Positions
8 managers initiated
Top five by reported value
Longeveron Inc NASDAQ NMS - GLOBAL MARKET:LGVN
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 new4 added18 reduced3 exited
Total Institutional Holders
30
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$252.6K
Largest QoQ Increase
NORTHERN TRUST CORP
+32,520 sh
Largest QoQ Decrease
RENAISSANCE TECHNOLOGIES LLC
-56,600 sh
New Positions(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| XTX Topco Ltd | 31,476 | +31,476 | $15.9K | +$15.9K | — |
| CITADEL ADVISORS LLC | 20,267 | +20,267 | $10.3K | +$10.3K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,355 | +14,355 | $7.3K | +$7.3K | — |
| CITIGROUP INC | 4,221 | +4,221 | $2.1K | +$2.1K | — |
| Farther Finance Advisors, LLC | 650 | +650 | $329 | +$329 | — |
| Aventura Private Wealth, LLC | 234 | +234 | $233 | +$233 | — |
| JONES FINANCIAL COMPANIES LLLP | 300 | +300 | $152 | +$152 | — |
| Allworth Financial LP | 130 | +130 | $66 | +$66 | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 48,404 | +32,520 | $24.5K | +$12.6K | 204.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 21,300 | +9,300 | $10.8K | +$1.8K | 77.5% |
| MORGAN STANLEY | 689 | +1 | $349 | -$167 | 0.1% |
| BANK OF AMERICA CORP /DE/ | 146 | +8 | $74 | -$30 | 5.8% |
Reduced(18)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 499,126 | -6,446 | $252.6K | -$126.6K | -1.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 141,501 | 0 | $71.6K | -$34.5K | 0.0% |
| UBS Group AG | 60,208 | -3,774 | $30.5K | -$17.5K | -5.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,155 | 0 | $12.7K | +$12.7K | 0.0% |
| STATE STREET CORP | 45,380 | 0 | $23.0K | -$11.1K | 0.0% |
| Capital Investment Advisory Services, LLC | 26,525 | 0 | $13.4K | -$6.5K | 0.0% |
| Hamilton Point Investment Advisors, LLC | 22,446 | 0 | $11.4K | -$5.5K | 0.0% |
| TWO SIGMA SECURITIES, LLC | 10,152 | -2,683 | $5.1K | -$4.5K | -20.9% |
| BlackRock, Inc. | 10,016 | 0 | $5.1K | -$2.4K | 0.0% |
| BANK OF MONTREAL /CAN/ | 10,000 | 0 | $5.1K | -$2.4K | 0.0% |
| Tower Research Capital LLC (TRC) | 2,116 | -181 | $1.1K | -$652 | -7.9% |
| Steward Partners Investment Advisory, LLC | 2,380 | 0 | $1.2K | -$581 | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 2,000 | 0 | $1.0K | -$520 | 0.0% |
| Cornerstone Planning Group LLC | 1,125 | 0 | $668 | -$274 | 0.0% |
| SBI Securities Co., Ltd. | 60 | 0 | $30 | -$15 | 0.0% |
| HRT FINANCIAL LP | 11,989 | -5,268 | $6 | -$6 | -30.5% |
| Lido Advisors, LLC | 11,235 | 0 | $8.4K | $0 | 0.0% |
| CWM, LLC | 3 | 0 | $0 | $0 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 0 | -56,600 | $0 | -$42.5K | — |
| JANE STREET GROUP, LLC | 0 | -43,942 | $0 | -$33.0K | — |
| Virtu Financial LLC | 0 | -14,434 | $0 | -$11 | — |
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 | 499,126 | $252.6K | -6,446 | -1.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 141,501 | $71.6K | 0 | 0.0% |
| UBS Group AG | 60,208 | $30.5K | -3,774 | -5.9% |
| NORTHERN TRUST CORP | 48,404 | $24.5K | +32,520 | 204.7% |
| STATE STREET CORP | 45,380 | $23.0K | 0 | 0.0% |
| XTX Topco Ltd | 31,476 | $15.9K | +31,476 | — |
| Capital Investment Advisory Services, LLC | 26,525 | $13.4K | 0 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,155 | $12.7K | 0 | 0.0% |
| Hamilton Point Investment Advisors, LLC | 22,446 | $11.4K | 0 | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 21,300 | $10.8K | +9,300 | 77.5% |
| CITADEL ADVISORS LLC | 20,267 | $10.3K | +20,267 | — |
| Lido Advisors, LLC | 11,235 | $8.4K | 0 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,355 | $7.3K | +14,355 | — |
| TWO SIGMA SECURITIES, LLC | 10,152 | $5.1K | -2,683 | -20.9% |
| BlackRock, Inc. | 10,016 | $5.1K | 0 | 0.0% |
| BANK OF MONTREAL /CAN/ | 10,000 | $5.1K | 0 | 0.0% |
| CITIGROUP INC | 4,221 | $2.1K | +4,221 | — |
| Steward Partners Investment Advisory, LLC | 2,380 | $1.2K | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 2,116 | $1.1K | -181 | -7.9% |
| ADVISOR GROUP HOLDINGS, INC. | 2,000 | $1.0K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
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 LGVN 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.