LIPOCINE INC NEW
CUSIP 53630X104
Lipocine Inc New has 42 institutional holders in Filings Flow’s 13F database, together reporting 4.90M shares worth $1M as of Q4 2022. The largest reported holders are Marshall Wace, LLP, Geode Capital Management, LLC, and Wealth Effects LLC.
Institutional Holders
42
Q4 2022
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WEALTH EFFECTS LLC$282M AUM | 0.12% | $240,698 | 756.7K | Q1 2023 |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.02% | $20,740 | 65.2K | Q1 2023 |
| Carson Advisory Inc.$193M AUM | 0.01% | $16,541 | 52.0K | Q1 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.00% | $133,379 | 419.3K | Q1 2023 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $2,545 | 8.0K | Q1 2023 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.00% | $11,435 | 35.9K | Q1 2023 |
| BAILARD, INC.$4.4B AUM | 0.00% | $31,855 | 83.0K | Q4 2022OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $90,314 | 283.9K | Q1 2023 |
| CHOREO, LLC$8.1B AUM | 0.00% | $20,744 | 65.2K | Q1 2023 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $353,000 | 440.7K | Q2 2022OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.00% | $5,090 | 16.0K | Q1 2023 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $11,895 | 29.9K | Q4 2022OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $560 | 1.4K | Q4 2022OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $63 | 159.1K | Q4 2022OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $9 | 26.8K | Q1 2023 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $12,000 | 26.6K | Q4 2022OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $80,790 | 254.0K | Q1 2023 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $6,681 | 16.8K | Q4 2022OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $4,600 | 14.5K | Q1 2023 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $24 | 77.0K | Q1 2023 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.00% | $4,001 | 12.6K | Q1 2023 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $63 | 198.3K | Q1 2023 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $18,219 | 45.8K | Q4 2022OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $264,043 | 830.1K | Q1 2023 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $59 | 184.5K | Q1 2023 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $10,707 | 26.9K | Q4 2022OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $6,000 | 13.7K | Q3 2022OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $17,973 | 56.5K | Q1 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $65,434 | 205.2K | Q1 2023 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $51,088 | 160.6K | Q1 2023 |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $9,000 | 10.9K | Q2 2022OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $39,473 | 124.1K | Q1 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $56 | 174.6K | Q1 2023 |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $64 | 200 | Q1 2023 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13,000 | 40.9K | Q1 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15,905 | 50.0K | Q1 2023 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13,996 | 44.0K | Q1 2023 |
| Creative Planning$147.4B AUM | 0.00% | $3,181 | 10.0K | Q1 2023 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $16,847 | 53.0K | Q1 2023 |
| UBS Group AG$666.3B AUM | 0.00% | $7,986 | 25.1K | Q1 2023 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $651 | 2.0K | Q1 2023 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $365 | 1.1K | Q1 2023 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $80 | 200 | Q4 2022OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $20 | 51 | Q4 2022OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | — | $0 | 0 | Q1 2023 |
| HAP Trading, LLC$1.1B AUM | — | $0 | 126.7K | Q4 2022OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.