ImmunitybioIBRX
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 386 institutions reported holding Immunitybio Inc. (IBRX) in their 13F filings, up 108 from Q4 2025. 135 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($202.1M), State Street Corp. ($135.8M) and Vanguard Portfolio Management LLC ($125.2M). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Immunitybio Inc.
- CUSIP
- 45256X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $213.9M |
| Exits | 31 | $19.1M |
All 13F filers, Q4 2025 → Q1 2026: 43,215,142 shares bought and 36,307,521 shares sold, net +6,907,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| BlackRock, Inc. | 0.00% | Add +2.9% | 26,346,443 | $202.1M |
| State Street Corp. | 0.00% | Add +7.6% | 17,708,103 | $135.8M |
| Vanguard Portfolio Management LLC | 0.01% | — | 16,322,844 | $125.2M |
| Vanguard Capital Management LLC | 0.00% | — | 15,127,714 | $116.0M |
| D. E. Shaw & Co. | 0.08% | New | 12,571,597 | $96.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 8,031,921 | $61.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -7.0% | 4,385,500 | $33.6M |
| Morgan Stanley | 0.00% | Reduce -21.3% | 4,018,869 | $30.8M |
| HRT Financial LP | 0.08% | New | 3,925,446 | $30.1M |
| Woodline Partners LP | 0.10% | Add +0.0% | 3,447,346 | $26.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.4% | 3,237,078 | $24.8M |
| UBS Group AG | 0.00% | Add +47.6% | 2,944,888 | $22.6M |
| Voloridge Investment Management, LLC | 0.09% | New | 2,927,552 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +12.3% | 2,504,781 | $19.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.9% | 2,477,941 | $19.0M |
| Bank of America Corp. | 0.00% | Add +2.7% | 2,447,843 | $18.8M |
| SEB Asset Management AB | 0.08% | — | 2,447,150 | $18.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 2,123,128 | $16.3M |
| Barclays PLC | 0.01% | Reduce -22.7% | 1,890,100 | $14.5M |
| Private Advisor Group, LLC | 0.06% | Add +923.5% | 1,648,556 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +1731.8% | 1,486,049 | $11.4M |
| Millennium Management | 0.01% | Add +1099.3% | 1,420,244 | $10.9M |
| Federated Hermes, Inc. | 0.02% | New | 1,386,591 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +22.1% | 1,489,509 | $9.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -67.7% | 1,179,276 | $9.0M |
| Voleon Capital Management LP | 0.19% | Reduce -23.6% | 1,157,158 | $8.9M |
| Cetera Investment Advisers | 0.01% | Add +2483.3% | 946,709 | $7.3M |
| Nuveen, LLC | 0.00% | Add +38.9% | 879,571 | $6.7M |
| LPL Financial LLC | 0.00% | Add +88.8% | 864,630 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.8% | 831,430 | $6.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +2365.7% | 830,137 | $5.6M |
| Clearwater Capital Advisors, LLC | 0.44% | Reduce -15.1% | 717,524 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -95.0% | 704,232 | $5.4M |
| Winning Points Advisors, LLC | 5.32% | Add +0.2% | 723,573 | $5.3M |
| Allen Holding Inc. | 0.52% | No change | 687,571 | $5.3M |
| Swiss National Bank | 0.00% | Add +4.6% | 682,400 | $5.2M |
| Kercheville Advisors, LLC | 1.58% | Add +10.1% | 643,137 | $4.9M |
| National Bank of Canada | 0.00% | Add +618.7% | 608,774 | $4.7M |
| Arete Wealth Advisors, LLC | 0.34% | New | 586,734 | $4.5M |
| Tudor Investment Corporation | 0.02% | New | 573,021 | $4.4M |
| D.A. Davidson & Co. | 0.03% | New | 558,209 | $4.3M |
| Sheets Smith Wealth Management | 0.48% | Reduce -12.7% | 552,025 | $4.2M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -10.2% | 545,404 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.5% | 532,675 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 514,721 | $3.9M |
| Franklin Resources Inc. | 0.00% | Add +464.0% | 491,093 | $3.8M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +1.2% | 407,444 | $3.1M |
| Headlands Technologies LLC | 0.35% | New | 397,170 | $3.0M |
| XTX Topco Ltd | 0.05% | New | 389,102 | $3.0M |
| Plancorp, LLC | 0.08% | Add +50.1% | 407,592 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +21.8% | 386,334 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +77.9% | 375,701 | $2.9M |
| Rhumbline Advisers | 0.00% | Add +10.5% | 362,055 | $2.8M |
| Virtus Investment Advisers, LLC | 0.76% | Add +23.5% | 357,747 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +59.0% | 349,522 | $2.7M |
| Clearstead Advisors, LLC | 0.02% | Add +10.9% | 345,700 | $2.7M |
| Informed Momentum Co LLC | 0.29% | New | 322,635 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -56.6% | 305,578 | $2.3M |
| Jump Financial, LLC | 0.04% | Add +2774.1% | 302,700 | $2.3M |
| Jefferies Financial Group Inc. | 0.03% | New | 300,000 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +86.3% | 294,831 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.0% | 284,704 | $2.2M |
| MOR Wealth Management, LLC | 1.00% | Add +13.6% | 283,247 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +399.1% | 269,321 | $2.1M |
| Nia Impact Advisors, LLC | 0.92% | New | 268,797 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +1562.8% | 268,370 | $2.1M |
| Invesco Ltd. | 0.00% | Add +46.3% | 267,490 | $2.1M |
| Virtu Financial LLC | 0.08% | New | 262,298 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -13.3% | 253,692 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +202.1% | 252,348 | $1.9M |
| Carr Financial Group Corp | 0.51% | New | 251,628 | $1.9M |
| Profund Advisors LLC | 0.07% | Add +8.2% | 243,008 | $1.9M |
| Blair William & Co. | 0.01% | Add +0.7% | 241,941 | $1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 241,057 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +10.0% | 205,045 | $1.5M |
| Daiwa Securities Group Inc. | 0.00% | Add +6178.0% | 199,200 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +287.6% | 191,552 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.7% | 191,097 | $1.5M |
| FORA Capital, LLC | 0.10% | New | 185,474 | $1.4M |
| Algert Global LLC | 0.02% | New | 183,560 | $1.4M |
| China Universal Asset Management Co., Ltd. | 0.11% | Add +13.7% | 182,447 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Add +22.2% | 176,900 | $1.4M |
| MFG Wealth Management, Inc. | 1.12% | New | 175,350 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.6% | 176,929 | $1.3M |
| Citigroup Inc. | 0.00% | Add +52.3% | 168,356 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | New | 163,572 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.8% | 159,657 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Add +32.6% | 157,439 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Add +31.2% | 156,604 | $1.2M |
| Rathbones Group PLC | 0.00% | Reduce -5.0% | 153,420 | $1.2M |
| Collective Family Office LLC | 0.26% | Reduce -2.8% | 152,507 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 148,720 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +89.0% | 143,257 | $1.1M |
| Wellington Management Group LLP | 0.00% | New | 133,855 | $1.0M |
| Creative Planning | 0.00% | Add +78.4% | 120,691 | $926K |
| Wealth Effects LLC | 0.32% | Add +27.3% | 118,350 | $908K |
| State of New Jersey Common Pension Fund D | 0.00% | Add +4.3% | 117,817 | $904K |
| Dimensional Fund Advisors LP | 0.00% | Add +345.3% | 110,009 | $844K |
| BNP Paribas Financial Markets | 0.00% | Add +180.9% | 109,477 | $840K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +6.2% | 120,000 | $799K |
| Balyasny Asset Management L.P. | 0.00% | Add +101.1% | 103,871 | $797K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.1% | 103,378 | $793K |
| Regions Financial Corp. | 0.01% | Add +0.2% | 102,200 | $784K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.0% | 101,316 | $777K |
| Cutler Investment Counsel LLC | 0.08% | New | 100,000 | $767K |
| IMC-Chicago, LLC | 0.01% | New | 97,148 | $745K |
| Alliancebernstein L.P. | 0.00% | Add +7.3% | 376,120 | $745K |
| Meridian Investment Counsel Inc. | 0.18% | No change | 96,433 | $740K |
| Arizona State Retirement System | 0.00% | Add +2.7% | 94,691 | $726K |
| Clough Capital Partners L P | 0.07% | New | 94,041 | $721K |
| New York State Common Retirement Fund | 0.00% | Add +28.3% | 93,418 | $717K |
| Russell Investments Group, Ltd. | 0.00% | Add +321.5% | 92,548 | $710K |
| Oasis Advisors, LLC | 0.14% | New | 89,614 | $687K |
| Sculptor Capital LP | 0.02% | Reduce -85.6% | 89,200 | $684K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 88,769 | $681K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 85,610 | $657K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -51.1% | 84,500 | $648K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -77.1% | 84,309 | $647K |
| Intech Investment Management LLC | 0.01% | Reduce -25.8% | 80,988 | $621K |
| Legacy Financial Advisors, Inc. | 0.09% | Add +5.2% | 80,650 | $619K |
| Retirement Planning Group, LLC | 0.02% | New | 80,422 | $617K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +32.9% | 80,269 | $616K |
| Stilwell Value LLC | 0.67% | New | 80,000 | $614K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 79,407 | $609K |
| Marshall Wace, LLP | 0.00% | New | 77,025 | $591K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.5% | 75,900 | $582K |
| Bell & Brown Wealth Advisors, LLC | 0.19% | Reduce -9.2% | 75,050 | $576K |
| Allstate Corp. | 0.01% | New | 75,035 | $576K |
| Cherry Creek Investment Advisors, Inc. | 0.25% | Add +435.5% | 74,581 | $572K |
| MAI Capital Management | 0.00% | Add +1942.7% | 72,843 | $559K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +442.2% | 72,513 | $556K |
| TigerOak Management, L.L.C. | 0.17% | Add +334.3% | 72,368 | $555K |
| Aster Capital Management (DIFC) Ltd | 0.18% | Add +568928.1% | 182,089 | $548K |
| Janney Montgomery Scott LLC | 0.00% | Add +196.4% | 70,937 | $544K |
| E Fund Management Co., Ltd. | 0.02% | — | 70,221 | $539K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -87.4% | 70,626 | $528K |
| Verity Asset Management, Inc. | 0.22% | New | 68,752 | $527K |
| AQR Capital Management | 0.00% | Add +42.7% | 66,547 | $510K |
| Ameriprise Financial Inc. | 0.00% | Add +70.7% | 64,523 | $495K |
| Hills Bank & Trust Co | 0.02% | Add +52.1% | 62,285 | $478K |
| Captrust Financial Advisors | 0.00% | Add +9.2% | 61,592 | $472K |
| Wealth Management Associates, Inc. | 0.16% | Add +219.5% | 60,700 | $466K |
| Visionary Wealth Advisors | 0.02% | New | 58,760 | $451K |
| Encompass More Asset Management | 0.07% | New | 57,004 | $437K |
| Gsa Capital Partners LLP | 0.03% | Add +255.0% | 56,660 | $435K |
| Brevan Howard Capital Management LP | 0.00% | New | 56,665 | $435K |
| Courier Capital LLC | 0.02% | No change | 56,000 | $430K |
| HighTower Advisors, LLC | 0.00% | Add +66.8% | 55,880 | $429K |
| Truist Financial Corp. | 0.00% | Add +450.6% | 55,055 | $422K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +12.0% | 53,626 | $411K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -8.8% | 53,307 | $409K |
| Torrey Growth & Income Advisors | 0.17% | New | 55,450 | $405K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 51,418 | $394K |
| Cresset Asset Management, LLC | 0.00% | Add +0.6% | 50,299 | $386K |
| Doliver Advisors, LP | 0.09% | New | 50,000 | $384K |
| SummitTX Capital, L.P. | 0.01% | New | 48,800 | $374K |
| Jones Financial Companies LLLP | 0.00% | Add +629.0% | 50,171 | $370K |
| Allianz Asset Management GmbH | 0.00% | New | 47,400 | $364K |
| Cwm, LLC | 0.00% | Add +26.2% | 47,081 | $361K |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.6% | 44,708 | $343K |
| Merit Financial Group, LLC | 0.00% | Add +0.6% | 44,565 | $342K |
| Mariner, LLC | 0.00% | Add +143.5% | 43,374 | $333K |
| Xcel Wealth Management, LLC | 0.09% | Add +115.5% | 43,100 | $331K |
| Victory Capital Management Inc. | 0.00% | Add +12.4% | 42,762 | $328K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.47% | New | 41,005 | $315K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +25.5% | 40,227 | $309K |
| Parvin Asset Management, LLC | 0.23% | New | 40,000 | $307K |
| Wealth Management Partners, LLC | 0.09% | Add +56.3% | 39,860 | $306K |
| Sei Investments Co. | 0.00% | Reduce -49.6% | 39,330 | $302K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.2% | 39,030 | $299K |
| One Capital Management, LLC | 0.01% | No change | 38,910 | $298K |
| SG Americas Securities, LLC | 0.00% | Reduce -23.0% | 37,790 | $290K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +9.0% | 37,521 | $288K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 32,908 | $267K |
| Crestwood Advisors Group, LLC | 0.00% | Add +5.0% | 34,690 | $266K |
| Axq Capital, LP | 0.03% | Add +1.4% | 34,250 | $263K |
| Unique Wealth, LLC | 0.03% | New | 32,938 | $253K |
| Foundations Investment Advisors, LLC | 0.00% | Add +1.4% | 32,259 | $247K |
| Quantinno Capital Management LP | 0.00% | New | 32,209 | $247K |
| Mutual Advisors, LLC | 0.01% | Add +4.5% | 31,552 | $242K |
| FMR LLC | 0.00% | Add +126.1% | 30,704 | $236K |
| Wolff Wiese Magana LLC | 0.13% | Add +0.9% | 30,274 | $232K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | No change | 30,000 | $230K |
| Meridian Wealth Advisors, LLC | 0.03% | New | 29,960 | $230K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 29,584 | $227K |
| Global Wealth Strategies & Associates | 0.05% | New | 29,020 | $223K |
| KLCM Advisors, Inc. | 0.02% | New | 29,000 | $222K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +108.7% | 28,717 | $220K |
| Xponance LLC | 0.00% | Add +20.2% | 27,849 | $214K |
| Waverly Advisors, LLC | 0.00% | Reduce -38.6% | 27,558 | $211K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -21.4% | 27,512 | $211K |
| Private Capital Advisors, Inc. | 0.02% | New | 26,978 | $207K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.1% | 26,743 | $205K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +148.5% | 27,628 | $202K |
| Scientech Research LLC | 0.16% | New | 25,768 | $198K |
| Vontobel Holding Ltd. | 0.00% | Add +72.6% | 25,343 | $194K |
| CIBC Bancorp USA Inc. | 0.00% | — | 25,389 | $194K |
| Ieq Capital, LLC | 0.00% | Add +151.0% | 25,100 | $193K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +5258.7% | 25,025 | $192K |
| Joel Isaacson & Co., LLC | 0.01% | New | 25,000 | $192K |
| Dillon & Associates Inc. | 0.03% | Reduce -7.8% | 23,800 | $190K |
| Freestone Capital Holdings, LLC | 0.01% | New | 24,539 | $188K |
| Savvy Advisors, Inc. | 0.01% | New | 24,175 | $185K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -6.9% | 22,954 | $185K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 23,957 | $184K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.5% | 23,698 | $182K |
| Opal Wealth Advisors, LLC | 0.04% | Add +65.0% | 23,644 | $181K |
| Swiss Life Asset Management Ltd | 0.00% | Add +42.8% | 23,436 | $180K |
| Two Sigma Securities, LLC | 0.02% | New | 22,525 | $173K |
| GF Fund Management Co. LTD. | 0.00% | Add +14.3% | 22,120 | $170K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 21,904 | $168K |
| Capital Investment Advisors, LLC | 0.00% | New | 21,737 | $167K |
| Composition Wealth, LLC | 0.00% | Reduce -0.5% | 21,650 | $166K |
| CenterStar Asset Management, LLC | 0.16% | New | 21,600 | $165K |
| McAdam, LLC | 0.01% | Add +0.1% | 21,441 | $164K |
| Kovack Advisors, Inc. | 0.01% | Add +62.9% | 22,208 | $162K |
| Sierra Ocean, LLC | 0.13% | No change | 20,000 | $153K |
| GLR Partners, LLC | 0.08% | — | 20,000 | $153K |
| Ancora Advisors LLC | 0.00% | No change | 20,000 | $153K |
| Abel Hall, LLC | 0.03% | New | 19,813 | $152K |
| Brown Advisory Inc. | 0.00% | Add +55.6% | 19,801 | $152K |
| Dark Forest Capital Management LP | 0.01% | New | 19,781 | $152K |
| Principal Financial Group Inc. | 0.00% | Add +18.3% | 19,710 | $151K |
| Mirabella Financial Services LLP | 0.02% | New | 19,641 | $151K |
| World Investment Advisors | 0.00% | New | 19,079 | $146K |
| LBMC Investment Advisors, LLC | 0.01% | New | 19,000 | $146K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 18,870 | $145K |
| DNB Asset Management AS | 0.00% | New | 18,843 | $145K |
| Envestnet Asset Management Inc. | 0.00% | New | 18,146 | $139K |
| Sigma Planning Corp | 0.00% | Add +4.2% | 17,715 | $136K |
| WealthCare Investment Partners, LLC | 0.04% | No change | 16,510 | $133K |
| BCGM Wealth Management, LLC | 0.03% | New | 17,030 | $131K |
| Bank of Montreal | 0.00% | Add +68.8% | 16,914 | $130K |
| Neuberger Berman Group LLC | 0.00% | New | 16,878 | $129K |
| Vigilare Wealth Management | 0.04% | Add +57.2% | 16,820 | $129K |
| Richmond Investment Services, LLC | 0.02% | New | 16,750 | $128K |
| Sowell Financial Services LLC | 0.00% | Reduce -84.0% | 16,572 | $127K |
| Amundi | 0.00% | New | 16,526 | $127K |
| Caprock Group, LLC | 0.00% | New | 16,127 | $124K |
| Wealthfront Advisers LLC | 0.00% | New | 16,004 | $123K |
| Nisa Investment Advisors, LLC | 0.00% | Add +601.0% | 15,016 | $115K |
| Sanders Morris Harris LLC | 0.02% | New | 15,000 | $115K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | New | 15,000 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +80.9% | 14,974 | $115K |
| IHT Wealth Management, LLC | 0.00% | Add +46.6% | 14,826 | $114K |
| Daybright Advisory Services, Inc. | 0.03% | No change | 14,819 | $114K |
| Farther Finance Advisors, LLC | 0.00% | New | 15,540 | $111K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 14,463 | $111K |
| Engineers Gate Manager LP | 0.00% | Reduce -46.6% | 14,403 | $110K |
| Maia Wealth LLC | 0.02% | No change | 14,396 | $110K |
| Pure Financial Advisors, LLC | 0.00% | New | 14,338 | $110K |
| United Bank | 0.04% | New | 14,300 | $110K |
| GTS Securities LLC | 0.00% | New | 14,185 | $109K |
| Journey Advisory Group, LLC | 0.01% | New | 14,150 | $109K |
| Norris Financial Group, LLC | 0.04% | No change | 14,126 | $108K |
| Transcend Capital Advisors, LLC | 0.01% | New | 14,100 | $108K |
| AlphaCore Capital LLC | 0.00% | Reduce -99.5% | 14,055 | $108K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -19.7% | 14,011 | $107K |
| Lido Advisors, LLC | 0.00% | Reduce -55.9% | 13,784 | $106K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 13,650 | $105K |
| Maltin Wealth Management, Inc. | 0.04% | No change | 13,150 | $101K |
| Hartford Financial Management Inc. | 0.03% | New | 12,998 | $100K |
| Firethorn Wealth Partners, LLC | 0.03% | New | 12,210 | $94K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 12,741 | $94K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 12,174 | $93K |
| Gotham Asset Management | 0.00% | New | 12,137 | $93K |
| Cerity Partners LLC | 0.00% | Add +10.0% | 12,085 | $93K |
| Diversify Wealth Management, LLC | 0.00% | New | 12,995 | $90K |
| Empowered Funds, LLC | 0.00% | Reduce -16.3% | 11,689 | $90K |
| Vestor Capital, LLC | 0.01% | New | 11,536 | $88K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,400 | $87K |
| Walleye Partners, LLC | 0.11% | New | 11,394 | $87K |
| DRW Securities, LLC | 0.00% | Reduce -82.6% | 11,139 | $85K |
| Praxis Investment Management Inc. | 0.01% | New | 11,028 | $85K |
| Cypress Wealth Services, LLC | 0.01% | New | 11,000 | $84K |
| Curran Financial Partners, LLC | 0.01% | New | 10,642 | $82K |
| Compound Planning, Inc. | 0.00% | Add +0.2% | 10,523 | $81K |
| US Bancorp \de | 0.00% | Add +425.1% | 10,501 | $81K |
| CreativeOne Wealth, LLC | 0.00% | New | 10,480 | $80K |
| Envision Financial Planning, LLC | 0.03% | No change | 10,450 | $80K |
| KBC Group NV | 0.00% | New | 10,307 | $79K |
| Mayflower Financial Advisors, LLC | 0.01% | New | 10,212 | $78K |
| Aaron Wealth Advisors LLC | 0.00% | New | 10,184 | $78K |
| Financial Enhancement Group LLC | 0.01% | No change | 10,000 | $77K |
| Vanguard Capital Wealth Advisors | 0.07% | New | 10,000 | $77K |
| Aventura Private Wealth, LLC | 0.03% | New | 10,000 | $77K |
| Garden State Investment Advisory Services LLC | 0.02% | New | 10,000 | $77K |
| Berkeley Capital Partners, LLC | 0.02% | New | 10,000 | $77K |
| Peddock Capital Advisors, LLC | 0.02% | New | 10,000 | $77K |
| Financial Advisors Network, Inc. | 0.01% | Reduce -81.5% | 10,000 | $77K |
| Slow Capital, Inc. | 0.01% | No change | 10,000 | $77K |
| Hodges Capital Management Inc. | 0.01% | New | 10,000 | $77K |
| Clear Harbor Asset Management, LLC | 0.01% | No change | 10,000 | $77K |
| Keystone Financial Group | 0.01% | No change | 10,000 | $77K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 10,189 | $73K |
| RHL Group, LLC | 0.06% | New | 9,356 | $72K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.8% | 6,900 | $53K |
| Rockefeller Capital Management L.P. | 0.00% | Add +366.7% | 6,020 | $46K |
| Archer Investment Corp | 0.01% | Add +67.1% | 5,872 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +579.3% | 5,754 | $44K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +49.7% | 5,735 | $44K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +14.0% | 5,700 | $44K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,517 | $42K |
| Colonial Trust Advisors | 0.00% | Add +1176.5% | 5,425 | $42K |
| Golden State Wealth Management, LLC | 0.00% | No change | 4,700 | $36K |
| Advisory Services Network, LLC | 0.00% | New | 4,106 | $31K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.7% | 15,500 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 3,305 | $25K |
| Sterling Capital Management LLC | 0.00% | Reduce -23.0% | 3,293 | $25K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.5% | 3,292 | $25K |
| Kemnay Advisory Services Inc. | 0.00% | New | 3,102 | $24K |
| Wiser Advisor Group LLC | 0.03% | Add +50.0% | 3,000 | $23K |
| Optiver Holding B.V. | 0.00% | New | 2,694 | $21K |
| MCF Advisors LLC | 0.00% | Add +23.3% | 2,646 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -64.0% | 2,519 | $19K |
| Huntington National Bank | 0.00% | Add +36.9% | 2,225 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,143 | $16K |
| GAMMA Investing LLC | 0.00% | Add +1852.8% | 2,070 | $16K |
| CGC Financial Services, LLC | 0.00% | New | 2,000 | $15K |
| Highline Wealth Partners LLC | 0.00% | New | 2,000 | $15K |
| Key Financial Inc | 0.00% | No change | 2,000 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -91.6% | 1,855 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,968 | $14K |
| IFP Advisors, Inc | 0.00% | Add +343.1% | 1,715 | $13K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | New | 1,662 | $13K |
| Ascentis Independent Advisors | 0.00% | New | 1,586 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1,500 | $12K |
| Allworth Financial LP | 0.00% | Add +5.6% | 1,376 | $11K |
| EFG International AG | 0.00% | No change | 1,350 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -70.6% | 1,311 | $10K |
| Bfsg, LLC | 0.00% | No change | 1,300 | $10K |
| American Capital Advisory, LLC | 0.00% | New | 1,167 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 1,000 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 1,000 | $8K |
| Crews Bank & Trust | 0.00% | New | 1,000 | $8K |
| Caption Management, LLC | 0.00% | New | 1,000 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,000 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $8K |
| Larson Financial Group LLC | 0.00% | New | 1,000 | $8K |
| McGuire Capital Advisors Inc. | 0.00% | New | 900 | $7K |
| Quent Capital, LLC | 0.00% | Add +80.7% | 815 | $6K |
| Avion Wealth | 0.00% | No change | 866 | $6K |
| Blue Trust, Inc. | 0.00% | New | 772 | $6K |
| West Branch Capital LLC | 0.00% | New | 750 | $6K |
| Entrust Financial LLC | 0.00% | New | 595 | $5K |
| Tsfg, LLC | 0.00% | New | 500 | $4K |
| Financial Life Planners | 0.00% | New | 500 | $4K |
| Caitlin John, LLC | 0.00% | No change | 500 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 500 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 500 | $4K |
| Spire Wealth Management | 0.00% | Reduce -40.9% | 499 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.7% | 467 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 446 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 500 | $3K |
| Nvwm, LLC | 0.00% | New | 393 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 382 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 375 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $3K |
| Decker Retirement Planning Inc. | 0.00% | New | 349 | $3K |
| Accent Capital Management, LLC | 0.00% | New | 331 | $3K |
| Rothschild Investment LLC | 0.00% | Add +16150.0% | 325 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 280 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 250 | $2K |
| Fifth Third Bancorp | 0.00% | New | 216 | $2K |
| NFSG Corp | 0.00% | New | 200 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -15.6% | 146 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 140 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 134 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.6% | 131 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 129 | $989 |
| Gould Capital, LLC | 0.00% | No change | 117 | $897 |
| Fortitude Family Office, LLC | 0.00% | Add +235.3% | 114 | $874 |
| Essential Partners LLC | 0.00% | No change | 106 | $813 |
| International Assets Investment Management, LLC | 0.00% | New | 100 | $714 |
| Main Street Group, LTD | 0.00% | New | 90 | $690 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 50 | $384 |
| Rialto Wealth Management, LLC | 0.00% | No change | 50 | $384 |
| CoreCap Advisors, LLC | 0.00% | New | 23 | $176 |
| Sunbelt Securities, Inc. | 0.00% | No change | 18 | $138 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 15 | $115 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -84.4% | 10 | $77 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -12.5% | 7 | $53 |
| Dunhill Financial, LLC | 0.00% | Reduce -14.3% | 6 | $52 |
| Assetmark, Inc. | 0.00% | New | 1 | $8 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $8 |
| Covestor Ltd | 0.00% | Add +1.7% | 60 | $0 |
"% of holder's portfolio" is IBRX's weight in each manager's 13F, not the share of Immunitybio Inc. the manager owns.