Vault-13

REGENXBIO INC RGNX

COM · Common Stock · CUSIP 75901B107 · ISIN US75901B1070

160 institutional holders -5 vs Q1 2025
42,055,96942.1m shares reported held*
83.3% of all shares outstanding*
$345.3mreported value*
23 new 60 added 51 reduced 28 sold out net bought ≈ $3.4m (+417.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($92.8k this quarter). Holder counts are more reliable. Shares outstanding: 50.5m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.21. Options: 7 managers hold calls ($1.2m notional), 7 hold puts ($971.6k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 183Q4 22: 182Q1 23: 175Q2 23: 168Q3 23: 161Q4 23: 172Q1 24: 189Q2 24: 182Q3 24: 187Q4 24: 178Q1 25: 165Q2 25: 160160Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022183
Q4 2022182
Q1 2023175
Q2 2023168
Q3 2023161
Q4 2023172
Q1 2024189
Q2 2024182
Q3 2024187
Q4 2024178
Q1 2025165
Q2 2025160

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 79 bought or addedQ3 23: 77 cut or sold outQ4 23: 74 bought or addedQ4 23: 82 cut or sold outQ4 23Q1 24: 99 bought or addedQ1 24: 75 cut or sold outQ2 24: 96 bought or addedQ2 24: 78 cut or sold outQ2 24Q3 24: 93 bought or addedQ3 24: 73 cut or sold outQ4 24: 87 bought or addedQ4 24: 94 cut or sold outQ4 24Q1 25: 83 bought or addedQ1 25: 94 cut or sold outQ2 25: 83 bought or addedQ2 25: 79 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237977
Q4 20237482
Q1 20249975
Q2 20249678
Q3 20249373
Q4 20248794
Q1 20258394
Q2 20258379

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 24 calls: $1.5mQ3 24 puts: $6.7mQ3 24P/C 4.43Q4 24 calls: $1.4mQ4 24 puts: $494.2kQ4 24P/C 0.35Q1 25 calls: $565.6kQ1 25 puts: $817.9kQ1 25P/C 1.45Q2 25 calls: $1.2mQ2 25 puts: $971.6kQ2 25P/C 0.83
Numbers
QuarterCallsPutsP/C
Q3 2024$1.5m$6.7m4.43
Q4 2024$1.4m$494.2k0.35
Q1 2025$565.6k$817.9k1.45
Q2 2025$1.2m$971.6k0.83

Biggest buyers

BlackRock, Inc. Added +1,304,573+1.3m
GOLDMAN SACHS GROUP INC Added +1,031,779+1.0m
STATE STREET CORP Added +777,552+777.6k
RENAISSANCE TECHNOLOGIES LLC Added +438,400+438.4k
AQR CAPITAL MANAGEMENT LLC Added +309,601+309.6k
Nuveen, LLC Added +295,549+295.5k
22NW, LP Added +255,000+255.0k
Squarepoint Ops LLC Added +209,084+209.1k
Voss Capital, LP Added +185,000+185.0k
Y-Intercept (Hong Kong) Ltd New +176,999+177.0k

Biggest sellers

MORGAN STANLEY Reduced -1,072,139-1.1m
CITADEL ADVISORS LLC Reduced -735,670-735.7k
Balyasny Asset Management L.P. Reduced -601,397-601.4k
JPMORGAN CHASE & CO Reduced -512,318-512.3k
Cubist Systematic Strategies, LLC Sold out -357,792-357.8k
Aquilo Capital Management, LLC Sold out -271,302-271.3k
Avidity Partners Management LP Sold out -260,000-260.0k
Integral Health Asset Management, LLC Reduced -225,000-225.0k
MILLENNIUM MANAGEMENT LLC Reduced -220,880-220.9k
HRT FINANCIAL LP Sold out -183,424-183.4k

Biggest calls

Caption Management, LLC Unchanged $246.3k30.0k shares
JANE STREET GROUP, LLC New $239.7k29.2k shares
SIMPLEX TRADING, LLC Added $223.0k27.2k shares
BARCLAYS PLC Unchanged $175.7k21.4k shares
CITADEL ADVISORS LLC Added $169.9k20.7k shares
GROUP ONE TRADING LLC Added $118.2k14.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Caption Management, LLC Unchanged $246.3k30.0k shares
CITADEL ADVISORS LLC Reduced $213.5k26.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $188.0k22.9k shares
BARCLAYS PLC Unchanged $175.7k21.4k shares
SIMPLEX TRADING, LLC Added $103.0k12.6k shares
GROUP ONE TRADING LLC Reduced $45.2k5.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Redmile Group, LLC 13G · passive investor filed 2025-08-14 9.9% 5.1m≈ $60.6m 2025-08-14
BlackRock, Inc. 13G · institution -3.7 pts · filed 2025-04-24 7.3% -3.7 pts 3.7m≈ $44.1m 2025-04-24
JPMORGAN CHASE & CO 13G · institution +0.9 pts · filed 2026-10-13 5.3% +0.9 pts 3.6m≈ $42.7m 2026-10-13
STATE STREET CORP 13G · institution +0.9 pts · filed 2026-05-12 5.3% +0.9 pts 2.7m≈ $32.7m 2026-05-12

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), BlackRock Portfolio Management LLC (4.1%, 2026-01-21; now reported by BlackRock, Inc.)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 2 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 3 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—1$886.0k$886.0k
Q1 20240—2$1.9m$1.9m
Q2 20240—1$510.0k$510.0k
Q3 20240—3$1.1m$1.1m
Q4 20240—1$101.1k$101.1k
Q1 20250—0——
Q2 20250—1$163.0k$163.0k
DateInsiderTradeSharesPrice ValueTheir holding
2025-05-12 Mills Kenneth T. Director Sold plan 20,602 $7.91 $163.0k20.6k shares -4%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,759,0936.8m $55.5m $55.5m 0.00% Added +1.3m +1,304,573
2 Redmile Group, LLC 4.17% of their portfolio LARKSPUR, CA 4,775,7174.8m $39.2m $39.2m 4.17% Reduced -19.1k -19,063
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,852,0253.9m $31.6m $31.6m 0.00% Reduced -512.3k -512,318
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,421,1923.4m $28.1m $28.1m 0.00% Reduced -51.8k -51,796
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,843,6451.8m $15.1m $15.1m 0.00% Added +777.6k +777,552
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,784,5061.8m $14.7m $14.7m 0.00% Added +1.0m +1,031,779
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,128,5211.1m $9.3m $9.3m 0.00% Added +21.6k +21,575
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,122,7631.1m $9.2m $9.2m 0.00% Reduced -25.0k -24,963
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 994,756994.8k $8.2m $8.2m 0.00% Reduced -1.1m -1,072,139
10 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 930,196930.2k $7.6m $7.6m 0.01% Added +309.6k +309,601
11 22NW, LP 4.78% of their portfolio SEATTLE, WA 923,679923.7k $7.6m $7.6m 4.78% Added +255.0k +255,000
12 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 797,100797.1k $6.5m $6.5m 0.01% Reduced -601.4k -601,397
13 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 735,200735.2k $6.0m $6.0m 0.01% Added +438.4k +438,400
14 Integral Health Asset Management, LLC 0.54% of their portfolio New York, NY 700,000700.0k $5.7m $5.7m 0.54% Reduced -225.0k -225,000
15 Voss Capital, LP 0.33% of their portfolio HOUSTON, TX 575,000575.0k $4.7m $4.7m 0.33% Added +185.0k +185,000
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 572,499572.5k $4.7m $4.7m 0.00% Reduced -79.4k -79,444
17 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 572,461572.5k $4.7m $4.7m 0.01% Reduced -712 -712
18 Trexquant Investment LP 0.05% of their portfolio STAMFORD, CT 560,364560.4k $4.6m $4.6m 0.05% Added +101.8k +101,826
19 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 457,112457.1k $3.8m $3.8m 0.01% Added +64.3k +64,317
20 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 420,249420.2k $3.5m $3.5m 0.00% Added +295.5k +295,549
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 400,080400.1k $3.3m $3.3m 0.00% Reduced -7.0k -7,040
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 387,503387.5k $3.2m $3.2m 0.00% Added +21.0k +20,954
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 372,849372.8k $3.1m $3.1m 0.00% Added +42.0k +41,958
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 311,107311.1k $2.6m $2.6m 0.00% Reduced -17.9k -17,859
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 307,874307.9k $2.5m $2.5m 0.00% Added +108.3k +108,305
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 291,866291.9k $2.4m $2.4m 0.00% Reduced -735.7k -735,670
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 242,412242.4k $2.0m $2.0m 0.00% Reduced -171.7k -171,655
28 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 240,264240.3k $2.0m $2.0m 0.00% Added +83.0k +82,998
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 239,535239.5k $2.0m $2.0m 0.00% Added +119.9k +119,876
30 GSA CAPITAL PARTNERS LLP 0.13% of their portfolio LONDON, X0 226,582226.6k $1.9m $1.9m 0.13% Added +95.3k +95,253
31 Exome Asset Management LLC 1.58% of their portfolio NEW YORK, NY 226,060226.1k $1.9m $1.9m 1.58% Reduced -179.2k -179,221
32 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 222,342222.3k $1.8m $1.8m 0.00% Reduced -3.2k -3,238
33 ArchPoint Investors 0.53% of their portfolio CORAL GABLES, FL 220,528220.5k $1.8m $1.8m 0.53% Reduced -1.0k -1,000
34 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 220,000220.0k $1.8m $1.8m 0.01% Reduced -75.0k -75,000
35 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 219,288219.3k $1.8m $1.8m 0.00% Added +209.1k +209,084
36 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 207,951208.0k $1.7m $1.7m 0.00% Reduced -118.8k -118,757
37 ADAR1 Capital Management, LLC 0.28% of their portfolio AUSTIN, TX 207,818207.8k $1.7m $1.7m 0.28% Reduced -142.5k -142,534
38 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 206,378206.4k $1.7m $1.7m 0.01% Unchanged
39 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 187,265187.3k $1.5m $1.5m 0.00% Reduced -7.9k -7,937
40 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 176,999177.0k $1.5m $1.5m 0.04% New
41 FMR LLC 0.00% of their portfolio BOSTON, MA 171,519171.5k $1.4m $1.4m 0.00% Added +3.1k +3,135
42 Hennion & Walsh Asset Management, Inc. 0.05% of their portfolio Parsippany, NJ 154,492154.5k $1.3m $1.3m 0.05% Reduced -4.9k -4,891
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 152,660152.7k $1.3m $1.3m 0.00% Added +12.2k +12,190
44 Nebula Research & Development LLC 0.11% of their portfolio New York, NY 151,293151.3k $1.2m $1.2m 0.11% New
45 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 150,000150.0k $1.2m $1.2m 0.02% Added +50.0k +50,000
46 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 149,000149.0k $1.2m $1.2m 0.00% Unchanged
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 144,110144.1k $1.2m $1.2m 0.00% Added +2.7k +2,710
48 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 129,610129.6k $1.1m $1.1m 0.01% Added +78.6k +78,641
49 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 125,408125.4k $1.0m $1.0m 0.00% New
50 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 124,900124.9k $1.0m $1.0m 0.00% Reduced -72.1k -72,100
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 113,209113.2k $929.4k $929.4k 0.00% Added +33.7k +33,740
52 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 111,949111.9k $919.1k $919.1k 0.00% Reduced -220.9k -220,880
53 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 111,497111.5k $915.4k $915.4k 0.00% Added +12.1k +12,115
54 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 110,066110.1k $903.6k $903.6k 0.00% Added +8.5k +8,487
55 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 103,803103.8k $852.2k $852.2k 0.00% Reduced -8.2k -8,250
56 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 90,80490.8k $744.6k $744.6k 0.00% Added +35.0k +34,989
57 Man Group plc 0.00% of their portfolio LONDON, X0 84,79984.8k $696.2k $696.2k 0.00% Added +52.6k +52,592
58 PRELUDE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 82,32182.3k $675.9k $675.9k 0.07% Reduced -30.2k -30,199
59 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 74,60074.6k $622.0k $622.0k 0.00% Unchanged
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 72,15072.2k $592.3k $592.3k 0.00% Added +995 +995
61 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 64,73064.7k $531.4k $531.4k 0.00% Added +11.8k +11,830
62 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 60,65560.7k $498.0k $498.0k 0.00% New
63 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 60,13560.1k $493.7k $493.7k 0.02% Added +8.1k +8,118
64 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 59,45159.5k $488.6k $488.6k 0.00% Reduced -34.3k -34,315
65 Lion Point Capital, LP 3.22% of their portfolio NEW YORK, NY 57,75057.8k $474.1k $474.1k 3.22% Unchanged
66 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 57,59357.6k $473.0k $473.0k 0.00% Reduced -10.2k -10,159
67 BRADLEY FOSTER & SARGENT INC/CT 0.01% of their portfolio HARTFORD, CT 54,88754.9k $450.6k $450.6k 0.01% New
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 53,54653.5k $439.6k $439.6k 0.00% New
69 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 51,81351.8k $425.4k $425.4k 0.01% Added +1.1k +1,070
70 Militia Capital Partners, LP 0.09% of their portfolio AUSTIN, TX 47,20047.2k $387.5k $387.5k 0.09% New
71 CWM, LLC 0.00% of their portfolio OMAHA, NE 46,81646.8k $384.0k $384.0k 0.00% Added +20.1k +20,120
72 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 46,54146.5k $382.1k $382.1k 0.00% Added +14.7k +14,695
73 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 45,39845.4k $372.0k $372.0k 0.00% New
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 41,37741.4k $339.7k $339.7k 0.00% Reduced -4.0k -3,955
75 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,03838.0k $312.3k $312.3k 0.00% Added +16.5k +16,510
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,63030.6k $267.7k $267.7k 0.00% Added +13.5k +13,458
77 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 30,44930.4k $250.0k $250.0k 0.00% Reduced -6.7k -6,701
78 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 30,42430.4k $249.8k $249.8k 0.00% Reduced -76.9k -76,930
79 AlphaQuest LLC 0.02% of their portfolio New York, NY 30,07630.1k $246.9k $246.9k 0.02% Reduced -30.2k -30,233
80 Virtu Financial LLC 0.01% of their portfolio New York, NY 29,54329.5k $243.0k $243.0k 0.01% New
81 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 29,10129.1k $238.9k $238.9k 0.00% New
82 SHERBROOKE PARK ADVISERS LLC 0.10% of their portfolio WHITE PLAINS, NY 28,63928.6k $235.1k $235.1k 0.10% Added +4.2k +4,234
83 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 27,98028.0k $230.0k $230.0k 0.00% Added +1.8k +1,780
84 Pale Fire Capital SE 0.02% of their portfolio Prague, 2N 27,84627.8k $228.6k $228.6k 0.02% Added +2.0k +2,000
85 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 27,10027.1k $222.5k $222.5k 0.00% Added +5.7k +5,682
86 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 27,04527.0k $222.0k $222.0k 0.00% New
87 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 26,24026.2k $215.4k $215.4k 0.00% Added +2.7k +2,694
88 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 23,60723.6k $193.8k $193.8k 0.00% Reduced -4.1k -4,149
89 Polymer Capital Management (US) LLC 0.03% of their portfolio NEW YORK, NY 23,41123.4k $192.2k $192.2k 0.03% New
90 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 20,50020.5k $168.3k $168.3k 0.00% New
91 ALGERT GLOBAL LLC 0.00% of their portfolio SAN FRANCISCO, CA 20,24820.2k $166.2k $166.2k 0.00% Reduced -29.3k -29,330
92 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 20,00820.0k $164.3k $164.3k 0.00% Reduced -685 -685
93 DNB Asset Management AS 0.00% of their portfolio Oslo, Q8 18,39618.4k $151.0k $151.0k 0.00% Reduced -95 -95
94 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 17,40717.4k $142.9k $142.9k 0.01% Added +7.0k +6,992
95 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 17,01517.0k $139.7k $139.7k 0.00% Reduced -375 -375
96 Caliber Wealth Management, LLC / KS 0.01% of their portfolio Overland Park, KS 16,09516.1k $132.1k $132.1k 0.01% Reduced -1.5k -1,493
97 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 15,65815.7k $128.6k $128.6k 0.00% New
98 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 14,92414.9k $122.5k $122.5k 0.00% Reduced -48.2k -48,223
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,62014.6k $120.0k $120.0k 0.00% Reduced -1.5k -1,514
100 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 14,46014.5k $118.7k $118.7k 0.00% Added +1.1k +1,147