Institutional Holders (2026 Q2)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ANIX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Laird Norton Wetherby Trust Company, LLC | 0.03% | 578,727 | $1.6M |
| 2 | Westside Investment Management, Inc. | 0.02% | 43,000 | $120K |
| 3 | D.A. Davidson & CO. | 0.01% | 539,272 | $1.5M |
| 4 | Gemmer Asset Management LLC | 0.01% | 35,000 | $98K |
| 5 | Axq Capital, LP | 0.00% | 14,633 | $41K |
| 6 | CoreCap Advisors, LLC | 0.00% | 52,020 | $146K |
| 7 | Nations Financial Group Inc, /Ia/ /Adv | 0.00% | 22,500 | $63K |
| 8 | Simplicity Wealth,LLC | 0.00% | 12,000 | $34K |
| 9 | Staley Capital Advisers Inc | 0.00% | 10,000 | $28K |
| 10 | Robertson Stephens Wealth Management, LLC | 0.00% | 15,649 | $44K |
| 11 | Modern Wealth Management, LLC | 0.00% | 32,000 | $90K |
| 12 | Dakota Wealth Management | 0.00% | 15,000 | $42K |
| 13 | Marshall Wace, LLP | 0.00% | 328,332 | $919K |
| 14 | World Investment Advisors | 0.00% | 14,619 | $38K |
| 15 | Nbt Bank, N.A. | 0.00% | 2,000 | $6K |
| 16 | NewEdge Wealth, LLC | 0.00% | 12,500 | $35K |
| 17 | Kestra Advisory Services, LLC | 0.00% | 38,000 | $106K |
| 18 | Benjamin Edwards Inc | 0.00% | 11,200 | $31K |
| 19 | Vontobel Holding Ltd. | 0.00% | 30,000 | $84K |
| 20 | Renaissance Technologies LLC | 0.00% | 59,373 | $166K |
| 21 | UBS Group AG | 0.00% | 585,430 | $1.6M |
| 22 | Aptus Capital Advisors, LLC | 0.00% | 10,885 | $30K |
| 23 | Integrated Wealth Concepts LLC | 0.00% | 10,885 | $30K |
| 24 | Keybank National Association/Oh | 0.00% | 15,810 | $44K |
| 25 | Sanctuary Advisors, LLC | 0.00% | 10,450 | $29K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|