ImmunitybioIBRX
13F holders, Q2 2026 (June 30)405holders +19
58new positions
44sold out
6famous investors
$8.79avg. 13F price*
At the end of Q2 2026, 405 institutions reported holding Immunitybio Inc. (IBRX) in their 13F filings, up 19 from Q1 2026. 58 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($298.4M), State Street Corp. ($187.3M) and Vanguard Portfolio Management LLC ($156.4M). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Immunitybio Inc.
- CUSIP
- 45256X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $59.5M |
| Exits | 44 | $47.3M |
All 13F filers, Q1 2026 → Q2 2026: 41,163,766 shares bought and 18,997,164 shares sold, net +22,166,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| BlackRock, Inc. | 0.00% | Add +29.4% | 34,083,262 | $298.4M |
| State Street Corp. | 0.01% | Add +20.8% | 21,398,438 | $187.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +9.4% | 17,863,911 | $156.4M |
| Vanguard Capital Management LLC | 0.00% | Add +3.7% | 15,691,579 | $137.4M |
| D. E. Shaw & Co. | 0.07% | Reduce -8.1% | 11,551,019 | $101.1M |
| Two Sigma Investments, LP | 0.08% | Add +153.0% | 11,097,106 | $97.2M |
| Geode Capital Management, LLC | 0.00% | Add +22.6% | 9,847,896 | $86.2M |
| Millennium Management | 0.03% | Add +292.9% | 5,579,793 | $48.9M |
| Northern Trust Corp. | 0.00% | Add +42.3% | 3,565,248 | $31.2M |
| Morgan Stanley | 0.00% | Reduce -14.6% | 3,432,678 | $30.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 3,234,277 | $28.3M |
| UBS Group AG | 0.00% | Add +8.5% | 3,195,728 | $28.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.6% | 2,888,607 | $25.3M |
| Woodline Partners LP | 0.07% | Reduce -27.5% | 2,500,189 | $21.9M |
| SEB Asset Management AB | 0.08% | No change | 2,447,150 | $21.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +13.6% | 2,412,338 | $21.1M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 2,184,489 | $19.1M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -41.2% | 1,721,902 | $15.1M |
| Federated Hermes, Inc. | 0.02% | Add +23.6% | 1,713,200 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 1,542,717 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 1,450,180 | $12.9M |
| Vestor Capital, LLC | 0.76% | Add +288.6% | 44,835 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Add +58.1% | 1,314,760 | $11.5M |
| First Trust Advisors LP | 0.01% | New | 1,214,667 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +20.5% | 1,140,476 | $10.0M |
| Sound Capital Solutions LLC | 2.30% | — | 1,120,808 | $9.8M |
| Renaissance Technologies | 0.01% | New | 1,029,399 | $9.0M |
| LPL Financial LLC | 0.00% | Add +18.1% | 1,021,057 | $8.9M |
| Osaic Holdings, Inc. | 0.01% | Add +764.3% | 875,621 | $7.7M |
| Nuveen, LLC | 0.00% | Reduce -2.3% | 859,612 | $7.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.1% | 847,659 | $7.4M |
| Squarepoint Ops LLC | 0.01% | New | 760,993 | $6.7M |
| Wells Fargo & Company | 0.00% | Add +43.2% | 737,031 | $6.5M |
| Barclays PLC | 0.00% | Reduce -61.4% | 730,336 | $6.4M |
| Swiss National Bank | 0.00% | Add +5.8% | 722,000 | $6.3M |
| Clearwater Capital Advisors, LLC | 0.46% | No change | 717,524 | $6.3M |
| Trexquant Investment LP | 0.04% | New | 696,547 | $6.1M |
| Allen Holding Inc. | 0.59% | No change | 687,571 | $6.0M |
| Kercheville Advisors, LLC | 1.72% | Add +0.2% | 644,685 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +18.6% | 582,182 | $5.1M |
| Citigroup Inc. | 0.00% | Add +226.8% | 550,276 | $4.8M |
| Voleon Capital Management LP | 0.09% | Reduce -52.5% | 549,126 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Reduce -3.5% | 538,924 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.1% | 531,957 | $4.7M |
| Sheets Smith Wealth Management | 0.45% | Reduce -7.2% | 512,572 | $4.5M |
| CenterBook Partners LP | 0.21% | New | 495,942 | $4.3M |
| Deutsche Bank AG | 0.00% | Add +39.5% | 487,571 | $4.3M |
| Rhumbline Advisers | 0.00% | Add +31.7% | 476,935 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +40.2% | 527,460 | $4.0M |
| Voya Investment Management LLC | 0.00% | Add +135.5% | 451,125 | $3.9M |
| Legacy Capital Group California, Inc. | 1.18% | New | 446,000 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +49.7% | 441,444 | $3.9M |
| Van Eck Associates Corp. | 0.00% | New | 424,191 | $3.7M |
| California State Teachers Retirement System | 0.00% | Add +6.3% | 410,655 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -0.9% | 403,910 | $3.5M |
| Clough Capital Partners L P | 0.28% | Add +324.5% | 399,216 | $3.5M |
| Marshall Wace, LLP | 0.00% | Add +403.3% | 387,700 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.1% | 360,272 | $3.2M |
| Plancorp, LLC | 0.08% | Reduce -2.8% | 396,354 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -36.5% | 346,416 | $3.0M |
| Clearstead Advisors, LLC | 0.03% | Reduce -1.1% | 341,711 | $3.0M |
| Invesco Ltd. | 0.00% | Add +13.3% | 302,989 | $2.7M |
| MOR Wealth Management, LLC | 1.05% | Add +6.8% | 302,447 | $2.6M |
| Legal & General Group Plc | 0.00% | Add +9.7% | 278,274 | $2.4M |
| Nia Impact Advisors, LLC | 0.98% | Add +0.5% | 270,167 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +10.8% | 267,122 | $2.3M |
| Focus Partners Wealth | 0.00% | Reduce -2.3% | 263,233 | $2.3M |
| Winning Points Advisors, LLC | 3.01% | Add +0.4% | 726,258 | $2.3M |
| Tidal Investments LLC | 0.01% | New | 252,048 | $2.2M |
| Headlands Technologies LLC | 0.23% | Reduce -37.4% | 248,550 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +27.5% | 243,678 | $2.1M |
| Blair William & Co. | 0.01% | Add +0.0% | 241,956 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +41.0% | 225,100 | $2.0M |
| AQR Capital Management | 0.00% | Add +234.9% | 222,862 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +23.4% | 218,256 | $1.9M |
| Dark Forest Capital Management LP | 0.12% | Add +957.4% | 209,163 | $1.8M |
| Carr Financial Group Corp | 0.42% | Reduce -17.6% | 207,288 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -19.4% | 203,411 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | Add +129.3% | 193,340 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 188,966 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -10.9% | 182,713 | $1.6M |
| Profund Advisors LLC | 0.04% | Reduce -27.4% | 176,503 | $1.5M |
| Gotham Asset Management | 0.00% | Add +1346.5% | 175,564 | $1.5M |
| MFG Wealth Management, Inc. | 1.09% | Reduce -0.8% | 173,885 | $1.5M |
| China Universal Asset Management Co., Ltd. | 0.09% | Reduce -8.6% | 166,687 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -89.9% | 165,954 | $1.5M |
| Virtus Investment Advisers, LLC | 0.33% | Reduce -54.2% | 163,786 | $1.4M |
| Rathbones Group PLC | 0.01% | Add +6.4% | 163,220 | $1.4M |
| Davidson Kahn Capital Management, LLC | 0.61% | New | 163,092 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Reduce -10.6% | 158,200 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | Add +6.1% | 157,793 | $1.4M |
| Jupiter Topco LLC | 0.00% | — | 157,439 | $1.4M |
| Collective Family Office LLC | 0.28% | Add +3.1% | 157,200 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -46.2% | 153,052 | $1.3M |
| Hussman Strategic Advisors, Inc. | 0.30% | New | 147,000 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 143,716 | $1.3M |
| Creative Planning | 0.00% | Add +14.5% | 138,229 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.2% | 136,632 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -12.9% | 136,321 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -55.5% | 136,045 | $1.2M |
| XTX Topco Ltd | 0.01% | Reduce -66.1% | 131,918 | $1.2M |
| Guggenheim Capital LLC | 0.01% | New | 130,582 | $1.1M |
| Bleakley Financial Group, LLC | 0.01% | Reduce -20.9% | 129,381 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +33.1% | 124,318 | $1.1M |
| Wealth Effects LLC | 0.29% | Add +3.0% | 121,850 | $1.1M |
| Torrey Growth & Income Advisors | 0.35% | Add +114.4% | 118,860 | $1.0M |
| Gsa Capital Partners LLP | 0.06% | Add +106.4% | 116,922 | $1.0M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -1.2% | 116,351 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +24.9% | 115,567 | $1.0M |
| Axq Capital, LP | 0.11% | Add +235.7% | 114,978 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -80.4% | 114,920 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +43.6% | 114,021 | $998K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -5.8% | 113,000 | $991K |
| Cutler Investment Counsel LLC | 0.09% | Add +11.7% | 111,698 | $978K |
| Wellington Management Group LLP | 0.00% | Reduce -17.3% | 110,684 | $969K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.0% | 110,630 | $969K |
| Prudential Financial Inc. | 0.00% | Reduce -61.4% | 103,670 | $908K |
| Regions Financial Corp. | 0.01% | No change | 102,200 | $895K |
| SG Americas Securities, LLC | 0.00% | Add +165.6% | 100,357 | $879K |
| Doliver Advisors, LP | 0.20% | Add +100.0% | 100,000 | $876K |
| Arizona State Retirement System | 0.00% | Add +4.9% | 99,290 | $869K |
| Engineers Gate Manager LP | 0.01% | Add +577.5% | 97,576 | $854K |
| Algert Global LLC | 0.01% | Reduce -47.1% | 97,160 | $851K |
| Verity Asset Management, Inc. | 0.32% | Add +40.8% | 96,802 | $848K |
| Meridian Investment Counsel Inc. | 0.18% | No change | 96,433 | $844K |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.9% | 94,282 | $825K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -56.6% | 86,500 | $757K |
| Brevan Howard Capital Management LP | 0.01% | Add +51.5% | 85,857 | $752K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 85,610 | $750K |
| ProShare Advisors LLC | 0.00% | Reduce -4.3% | 84,964 | $744K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -19.5% | 83,584 | $732K |
| Retirement Planning Group, LLC | 0.02% | Add +2.9% | 82,742 | $724K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.4% | 81,500 | $714K |
| Legacy Financial Advisors, Inc. | 0.09% | Add +0.7% | 81,230 | $711K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 80,269 | $703K |
| Clear Creek Financial Management, LLC | 0.04% | New | 80,000 | $700K |
| Allstate Corp. | 0.01% | Add +5.5% | 79,201 | $693K |
| Sculptor Capital LP | 0.01% | Reduce -11.2% | 79,200 | $693K |
| Intech Investment Management LLC | 0.01% | Reduce -3.4% | 78,218 | $685K |
| Bell & Brown Wealth Advisors, LLC | 0.20% | No change | 75,050 | $657K |
| Ameriprise Financial Inc. | 0.00% | Add +16.1% | 74,887 | $656K |
| Cherry Creek Investment Advisors, Inc. | 0.26% | Add +0.1% | 74,681 | $654K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 74,500 | $652K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +82.7% | 73,497 | $643K |
| MAI Capital Management | 0.00% | Add +0.4% | 73,111 | $640K |
| Jane Street Group, LLC | 0.00% | Reduce -89.7% | 72,397 | $634K |
| TigerOak Management, L.L.C. | 0.18% | No change | 72,368 | $634K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.1% | 71,696 | $628K |
| Accurate Wealth Management, LLC | 0.06% | Add +0.0% | 70,643 | $626K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -16.9% | 70,200 | $615K |
| Wealth Management Associates, Inc. | 0.17% | Add +14.2% | 69,325 | $607K |
| Virtu Financial LLC | 0.02% | Reduce -74.2% | 67,774 | $593K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.4% | 65,961 | $577K |
| Hills Bank & Trust Co | 0.02% | No change | 62,285 | $545K |
| Operose Advisors LLC | 0.10% | New | 62,057 | $543K |
| Jain Global LLC | 0.01% | New | 60,561 | $530K |
| FORA Capital, LLC | 0.04% | Reduce -67.9% | 59,509 | $521K |
| Unique Wealth, LLC | 0.06% | Add +76.5% | 58,130 | $509K |
| Courier Capital LLC | 0.02% | No change | 56,000 | $490K |
| Entropy Technologies, LP | 0.02% | New | 55,783 | $488K |
| Truist Financial Corp. | 0.00% | No change | 55,055 | $482K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 54,092 | $474K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.2% | 54,068 | $473K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 53,307 | $467K |
| IMC-Chicago, LLC | 0.00% | Reduce -45.4% | 53,011 | $464K |
| E Fund Management Co., Ltd. | 0.01% | Reduce -27.3% | 51,072 | $447K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.2% | 50,818 | $445K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 50,236 | $440K |
| Militia Capital Management LLC | 0.08% | New | 50,000 | $438K |
| Visionary Wealth Advisors | 0.02% | Reduce -16.2% | 49,260 | $431K |
| Merit Financial Group, LLC | 0.00% | Add +7.5% | 47,916 | $420K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.7% | 46,842 | $410K |
| HSBC Holdings PLC | 0.00% | New | 45,503 | $398K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.7% | 44,791 | $390K |
| Victory Capital Management Inc. | 0.00% | Add +1.7% | 43,486 | $381K |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.2% | 41,940 | $367K |
| Quantinno Capital Management LP | 0.00% | Add +27.3% | 40,991 | $359K |
| AlphaCore Capital LLC | 0.01% | Add +184.8% | 40,028 | $350K |
| Parvin Asset Management, LLC | 0.28% | No change | 40,000 | $350K |
| Wealth Management Partners, LLC | 0.08% | No change | 39,860 | $349K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 39,523 | $346K |
| Sei Investments Co. | 0.00% | No change | 39,330 | $344K |
| Wolff Wiese Magana LLC | 0.15% | Add +24.8% | 37,774 | $331K |
| Xponance LLC | 0.00% | Add +35.6% | 37,774 | $331K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 37,521 | $328K |
| Capital Fund Management S.A. | 0.00% | New | 37,363 | $327K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +46.5% | 35,085 | $307K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.8% | 34,410 | $301K |
| One Capital Management, LLC | 0.01% | No change | 38,910 | $298K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +2.4% | 33,704 | $295K |
| Mutual Advisors, LLC | 0.01% | Add +3.6% | 32,697 | $286K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.4% | 32,376 | $283K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.1% | 31,986 | $280K |
| CIBC Asset Management Inc | 0.00% | New | 31,794 | $278K |
| CIBC Bancorp USA Inc. | 0.00% | Add +23.8% | 31,435 | $275K |
| Xcel Wealth Management, LLC | 0.07% | Reduce -29.2% | 30,500 | $267K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | No change | 30,000 | $263K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 29,960 | $262K |
| Principal Financial Group Inc. | 0.00% | Add +50.0% | 29,558 | $259K |
| FMR LLC | 0.00% | Reduce -3.9% | 29,493 | $258K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +94.0% | 29,042 | $254K |
| Global Wealth Strategies & Associates | 0.05% | No change | 29,020 | $254K |
| KLCM Advisors, Inc. | 0.02% | No change | 29,000 | $254K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1044.1% | 28,819 | $252K |
| Verition Fund Management LLC | 0.00% | New | 28,280 | $248K |
| Arax Advisory Partners | 0.00% | Add +1398.0% | 27,788 | $243K |
| Envestnet Asset Management Inc. | 0.00% | Add +52.4% | 27,659 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.4% | 27,658 | $242K |
| Leavell Investment Management, Inc. | 0.01% | No change | 27,512 | $241K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.1% | 27,255 | $239K |
| Private Capital Advisors, Inc. | 0.02% | No change | 26,978 | $236K |
| Opal Wealth Advisors, LLC | 0.05% | Add +12.4% | 26,574 | $233K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -8.0% | 26,419 | $231K |
| Swiss Life Asset Management Ltd | 0.00% | Add +11.7% | 26,177 | $229K |
| Cerity Partners LLC | 0.00% | Add +115.2% | 26,009 | $228K |
| Allianz Asset Management GmbH | 0.00% | Reduce -46.0% | 25,600 | $224K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 25,000 | $219K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.7% | 26,334 | $216K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.4% | 24,629 | $216K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 24,539 | $215K |
| Dillon & Associates Inc. | 0.03% | No change | 23,800 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 23,698 | $207K |
| BCGM Wealth Management, LLC | 0.04% | Add +35.2% | 23,030 | $202K |
| Optiver Holding B.V. | 0.00% | Add +737.4% | 22,559 | $198K |
| New World Advisors LLC | 0.03% | New | 21,815 | $191K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -1.7% | 21,749 | $190K |
| Composition Wealth, LLC | 0.00% | No change | 21,650 | $190K |
| Kovack Advisors, Inc. | 0.01% | Reduce -6.3% | 20,808 | $189K |
| Captrust Financial Advisors | 0.00% | Reduce -65.2% | 21,411 | $187K |
| McAdam, LLC | 0.01% | Reduce -0.1% | 21,409 | $187K |
| Aspiring Ventures, LLC | 0.05% | New | 21,000 | $184K |
| Ensign Peak Advisors, Inc | 0.00% | New | 20,850 | $183K |
| Mayflower Financial Advisors, LLC | 0.02% | Add +97.9% | 20,212 | $177K |
| Sierra Ocean, LLC | 0.12% | No change | 20,000 | $175K |
| Ancora Advisors LLC | 0.00% | No change | 20,000 | $175K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.3% | 19,870 | $174K |
| National Bank of Canada | 0.00% | Reduce -96.7% | 19,818 | $173K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.8% | 19,753 | $173K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -0.2% | 22,901 | $169K |
| Traynor Capital Management, Inc. | 0.01% | New | 19,200 | $168K |
| Vise Technologies, Inc. | 0.00% | New | 19,018 | $167K |
| Sigma Planning Corp | 0.00% | Add +7.3% | 19,015 | $166K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 19,000 | $166K |
| DNB Asset Management AS | 0.00% | No change | 18,843 | $165K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +26.9% | 18,359 | $161K |
| Journey Advisory Group, LLC | 0.01% | Add +28.1% | 18,123 | $159K |
| Bank of Montreal | 0.00% | Add +4.5% | 17,667 | $155K |
| Pure Financial Advisors, LLC | 0.00% | Add +22.9% | 17,629 | $154K |
| Brown Advisory Inc. | 0.00% | Reduce -12.0% | 17,420 | $153K |
| Vigilare Wealth Management | 0.05% | Add +0.4% | 16,890 | $148K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 16,864 | $148K |
| R Squared Ltd | 0.08% | New | 16,737 | $147K |
| WealthCare Investment Partners, LLC | 0.04% | Add +1.2% | 16,710 | $146K |
| Sowell Financial Services LLC | 0.00% | Add +0.0% | 16,576 | $145K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.2% | 16,195 | $142K |
| Caprock Group, LLC | 0.00% | No change | 16,127 | $141K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 16,058 | $141K |
| US Bancorp \de | 0.00% | Add +49.0% | 15,641 | $137K |
| Equitable Holdings, Inc. | 0.00% | Add +0.8% | 15,620 | $137K |
| Ieq Capital, LLC | 0.00% | Reduce -39.8% | 15,100 | $132K |
| Scientech Research LLC | 0.11% | Reduce -41.8% | 15,008 | $131K |
| Sanders Morris Harris LLC | 0.08% | No change | 15,000 | $131K |
| Thomasville National Bank | 0.01% | — | 15,000 | $131K |
| Apollon Wealth Management, LLC | 0.00% | New | 14,867 | $130K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.3% | 14,606 | $128K |
| Maia Wealth LLC | 0.02% | No change | 14,396 | $126K |
| United Bank | 0.04% | No change | 14,300 | $125K |
| Norris Financial Group, LLC | 0.05% | No change | 14,126 | $124K |
| VARCOV Co. | 0.05% | New | 13,906 | $122K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.7% | 13,848 | $121K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -36.6% | 13,789 | $121K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 13,650 | $120K |
| GTS Securities LLC | 0.00% | Reduce -5.1% | 13,465 | $118K |
| Empowered Funds, LLC | 0.00% | Add +13.0% | 13,205 | $116K |
| Maltin Wealth Management, Inc. | 0.04% | No change | 13,150 | $115K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Reduce -15.0% | 12,750 | $112K |
| Vident Advisory, LLC | 0.00% | New | 12,475 | $109K |
| Prospera Financial Services Inc | 0.00% | New | 12,460 | $109K |
| Lido Advisors, LLC | 0.00% | Reduce -10.3% | 12,365 | $108K |
| Firethorn Wealth Partners, LLC | 0.03% | Add +0.4% | 12,256 | $107K |
| Daybright Advisory Services, Inc. | 0.03% | No change | 14,819 | $106K |
| Walleye Partners, LLC | 0.12% | Add +5.3% | 11,997 | $105K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.0% | 11,972 | $105K |
| Diversify Advisory Services, LLC | 0.00% | New | 14,896 | $104K |
| Diversify Wealth Management, LLC | 0.00% | Add +14.6% | 14,896 | $104K |
| Wealthfront Advisers LLC | 0.00% | Reduce -28.0% | 11,528 | $101K |
| Hartford Financial Management Inc. | 0.02% | Reduce -11.5% | 11,498 | $101K |
| Abel Hall, LLC | 0.02% | Reduce -43.5% | 11,204 | $98K |
| PharVision Advisers, LLC | 1.85% | New | 11,198 | $98K |
| Nykredit A/S | 0.00% | — | 11,140 | $98K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +2374.7% | 11,037 | $97K |
| Cypress Wealth Services, LLC | 0.01% | No change | 11,000 | $96K |
| Caption Management, LLC | 0.00% | Add +969.8% | 10,698 | $94K |
| Compound Planning, Inc. | 0.00% | No change | 10,523 | $92K |
| Amalgamated Bank | 0.00% | New | 10,489 | $92K |
| Envision Financial Planning, LLC | 0.03% | No change | 10,450 | $91K |
| Inceptionr LLC | 0.02% | New | 10,372 | $91K |
| KBC Group NV | 0.00% | No change | 10,307 | $90K |
| Global Retirement Partners, LLC | 0.00% | — | 10,262 | $90K |
| Abundance Wealth Counselors | 0.01% | New | 10,111 | $89K |
| Berkeley Capital Partners, LLC | 0.02% | Add +0.1% | 10,007 | $88K |
| Aventura Private Wealth, LLC | 0.03% | No change | 10,000 | $88K |
| Peddock Capital Advisors, LLC | 0.02% | No change | 10,000 | $88K |
| Garden State Investment Advisory Services LLC | 0.02% | No change | 10,000 | $88K |
| Financial Enhancement Group LLC | 0.01% | No change | 10,000 | $88K |
| Slow Capital, Inc. | 0.01% | No change | 10,000 | $88K |
| Clear Harbor Asset Management, LLC | 0.01% | No change | 10,000 | $88K |
| Keystone Financial Group | 0.01% | No change | 10,000 | $88K |
| First Manhattan Co. Llc. | 0.00% | New | 10,000 | $88K |
| World Investment Advisors | 0.00% | Reduce -41.4% | 11,179 | $86K |
| Fifth Third Bancorp | 0.00% | Add +3372.2% | 7,500 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 6,800 | $60K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.9% | 5,965 | $52K |
| Archer Investment Corp | 0.01% | No change | 5,872 | $51K |
| Pacer Advisors, Inc. | 0.00% | New | 5,786 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,754 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,700 | $50K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,517 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 5,425 | $47K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -78.5% | 5,371 | $47K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -8.3% | 5,259 | $46K |
| RHL Group, LLC | 0.04% | Reduce -46.0% | 5,056 | $46K |
| Hollencrest Capital Management | 0.00% | New | 5,015 | $44K |
| Golden State Wealth Management, LLC | 0.00% | No change | 4,700 | $41K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -69.4% | 4,601 | $40K |
| Los Angeles Capital Management LLC | 0.00% | Add +7.8% | 3,550 | $31K |
| Kemnay Advisory Services Inc. | 0.00% | Add +13.6% | 3,524 | $31K |
| Markowski Investments | 0.01% | — | 3,307 | $29K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 3,305 | $29K |
| Wiser Advisor Group LLC | 0.03% | No change | 3,000 | $26K |
| MCF Advisors LLC | 0.00% | No change | 2,646 | $23K |
| Blume Capital Management, Inc. | 0.00% | New | 2,300 | $20K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | Add +34.0% | 2,227 | $19K |
| Huntington National Bank | 0.00% | No change | 2,225 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,143 | $19K |
| CGC Financial Services, LLC | 0.00% | No change | 2,000 | $18K |
| Key Financial Inc | 0.00% | No change | 2,000 | $18K |
| Crews Bank & Trust | 0.00% | Add +80.0% | 1,800 | $16K |
| NFSG Corp | 0.00% | Add +750.0% | 1,700 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -0.9% | 1,700 | $15K |
| Bayforest Capital Ltd | 0.01% | New | 1,655 | $14K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1,500 | $13K |
| Sterling Capital Management LLC | 0.00% | Reduce -58.8% | 1,358 | $12K |
| EFG International AG | 0.00% | No change | 1,350 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 1,311 | $11K |
| Bfsg, LLC | 0.00% | No change | 1,300 | $11K |
| American Capital Advisory, LLC | 0.00% | Add +5.1% | 1,227 | $11K |
| Covestor Ltd | 0.01% | Add +1788.3% | 1,133 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | Add +178.0% | 1,062 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -49.2% | 1,051 | $9K |
| Larson Financial Group LLC | 0.00% | Add +4.6% | 1,046 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 1,000 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 1,000 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $9K |
| Allworth Financial LP | 0.00% | Reduce -28.4% | 985 | $9K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 900 | $8K |
| Quent Capital, LLC | 0.00% | No change | 815 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 806 | $7K |
| West Branch Capital LLC | 0.00% | No change | 750 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -13.5% | 668 | $6K |
| Avion Wealth | 0.00% | Reduce -23.1% | 666 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Add +34.7% | 505 | $4K |
| Financial Life Planners | 0.00% | No change | 500 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 500 | $4K |
| GoalVest Advisory LLC | 0.00% | No change | 500 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 500 | $4K |
| Tsfg, LLC | 0.00% | No change | 500 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 452 | $4K |
| Quarry LP | 0.00% | New | 421 | $4K |
| Nvwm, LLC | 0.00% | No change | 393 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $3K |
| Decker Retirement Planning Inc. | 0.00% | No change | 349 | $3K |
| CVA Family Office, LLC | 0.00% | New | 308 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -10.8% | 290 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 280 | $2K |
| Spire Wealth Management | 0.00% | Reduce -45.9% | 270 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 262 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +26.7% | 166 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 158 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +37.7% | 157 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $1K |
| Synergy Investment Management, LLC | 0.00% | No change | 134 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +1080.0% | 118 | $1K |
| Buck Wealth Strategies, LLC | 0.00% | New | 107 | $937 |
| Essential Partners LLC | 0.00% | No change | 106 | $928 |
| International Assets Investment Management, LLC | 0.00% | No change | 100 | $920 |
| Planning Strategies Inc. | 0.00% | — | 100 | $876 |
| Main Street Group, LTD | 0.00% | No change | 90 | $788 |
| Bare Financial Services, Inc | 0.00% | Reduce -41.1% | 76 | $665 |
| Creative Capital Management Investments LLC | 0.00% | New | 67 | $587 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 50 | $438 |
| Rialto Wealth Management, LLC | 0.00% | No change | 50 | $438 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 36 | $316 |
| HFM Investment Advisors, LLC | 0.00% | New | 28 | $246 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +285.7% | 27 | $236 |
| CoreCap Advisors, LLC | 0.00% | No change | 23 | $201 |
| Parallel Advisors, LLC | 0.00% | New | 17 | $149 |
| LRI Investments, LLC | 0.00% | New | 17 | $149 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 15 | $131 |
| DecisionPoint Financial, LLC | 0.00% | New | 7 | $65 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $59 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $35 |
| Maryland Capital Advisors Inc. | 0.00% | — | 3 | $27 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $9 |
| Navigoe, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is IBRX's weight in each manager's 13F, not the share of Immunitybio Inc. the manager owns.