13F QoQ Ownership Changes
PULM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 4 new · 1 added · 10 reduced · 2 exited
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DRW Securities, LLC | 20,505 | +20,505 | $45.7K | +$45.7K | — |
| FLAGSHIP HARBOR ADVISORS, LLC | 80 | +80 | $178 | +$178 | — |
| Allworth Financial LP | 3 | +3 | $7 | +$7 | — |
| Royal Bank of Canada | 6 | +6 | $0 | $0 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,365 | +1,332 | $3.0K | +$2.9K | 4036.4% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 110,920 | -3,470 | $247.4K | -$308.6K | -3.0% |
| SBI Securities Co., Ltd. | 55,242 | -4,100 | $123.2K | -$165.2K | -6.9% |
| BlackRock, Inc. | 55,335 | 0 | $123.4K | -$145.5K | 0.0% |
| VANGUARD GROUP INC | 47,082 | -2,327 | $105.0K | -$135.6K | -4.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 40,944 | 0 | $91.3K | -$108.1K | 0.0% |
| STATE STREET CORP | 13,945 | 0 | $31.1K | -$36.8K | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 10,326 | -454 | $23.0K | -$29.5K | -4.2% |
| Tower Research Capital LLC (TRC) | 913 | -523 | $2.0K | -$4.9K | -36.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | -6 | $2 | -$32 | -85.7% |
| Farther Finance Advisors, LLC | 7 | 0 | $16 | -$18 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 0 | -129 | $0 | -$627 | — |
| BARCLAYS PLC | 0 | -3 | $0 | -$15 | — |