UPB Kepemilikan Institusional, Pembeli

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Upstream Bio, Inc. meliputi FSLCX - Fidelity Small Cap Stock Fund, American Century Companies Inc, Price T Rowe Associates Inc /md/, AVSC - Avantis U.S. Small Cap Equity ETF, Commonwealth Equity Services, Llc, Creative Planning, Manufacturers Life Insurance Company, The, EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB, EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB, Virtus Investment Advisers, Inc., FZROX - Fidelity ZERO Total Market Index Fund, RBB FUND, INC. - Adara Smaller Companies Fund, AVSBX - Avantis U.S. Small Cap Equity Fund G Class, FZIPX - Fidelity ZERO Extended Market Index Fund, FKICX - Fidelity Small Cap Stock K6 Fund, JAFEX - Total Stock Market Index Trust NAV, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, TLSTX - Stock Index Fund, VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class, dan Hartland & Co., LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File	Sumber	Investor	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
2025-07-08	13F	Parallel Advisors, LLC	2		0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB	1,250	329.55	14	1,200.00
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	30,678	195.72	337	433.33
2025-08-12	13F	BlackRock, Inc.	2,096,506	76.81	23,020	217.24
2025-08-15	13F	Tower Research Capital LLC (TRC)	3,051	92.86	34	266.67
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV	5,307	142.11	58	346.15
2025-08-13	13F	Virtus Investment Advisers, Inc.	8,134		89
2025-08-14	13F	Fmr Llc	7,936,880	9.39	87,147	96.25
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV	966		11
2025-08-28	NP	IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	826,117	79.35	9,071	221.86
2025-08-12	13F	Charles Schwab Investment Management Inc	178,253	34.86	1,957	142.20
2025-06-27	NP	RSSL - Global X Russell 2000 ETF	10,398	5.67	96	-8.57
2025-06-26	NP	FSLCX - Fidelity Small Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	135,900		1,258
2025-08-14	13F	Price T Rowe Associates Inc /md/	17,448		0
2025-08-15	13F	Morgan Stanley	99,308	93.24	1,090	247.13
2025-06-26	NP	FKICX - Fidelity Small Cap Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,518		14
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	800		9
2025-08-12	13F	Rhumbline Advisers	48,066	260.67	528	550.62
2025-09-04	13F/A	Advisor Group Holdings, Inc.	42		0
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	85,983	9.22	794	27.08
2025-06-26	NP	FBTAX - Fidelity Advisor Biotechnology Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	582,500	24.25	5,394	6.83
2025-07-24	NP	FCGSX - Fidelity Series Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	80,200	2.82	740	19.74
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	1,977	2.38	18	-10.00
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	178	102.27	2
2025-08-06	13F	True Wealth Design, LLC	31	93.75	0
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II	6,428	112.92	71	288.89
2025-08-13	13F	Northern Trust Corp	229,303	66.44	2,518	198.58
2025-08-14	13F	UBS Group AG	232,887	77.03	2,557	217.64
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	38,228	346.12	420	705.77
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	85,320	1.23	788	17.81
2025-08-14	13F	Bain Capital Life Sciences Investors, LLC	2,439,538	6.28	26,786	90.69
2025-07-28	NP	HDG - ProShares Hedge Replication ETF	23	15.00	0
2025-08-14	13F	Manufacturers Life Insurance Company, The	13,190		145
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio	2,481	122.51	27	350.00
2025-06-26	NP	ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4,823	3.88	45	-12.00
2025-07-24	13F	Us Bancorp \de\	659	17.26	7	133.33
2025-08-06	13F	Commonwealth Equity Services, Llc	15,526		0
2025-08-14	13F	Aqr Capital Management Llc	29,752	58.07	327	183.48
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,719	32.54	34	13.33
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB	10,140		111
2025-07-28	NP	VCSLX - Small Cap Index Fund	6,777	1.86	63	19.23
2025-08-08	13F	Geode Capital Management, Llc	646,635	57.46	7,101	182.53
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	44,644	6.58	413	-8.43
2025-07-24	NP	FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	35,203	160.03	325	202.80
2025-08-26	NP	EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K	12,595	96.28	138	253.85
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A	82	105.00	1
2025-08-14	13F	Susquehanna International Group, Llp	42,263	98.75	464	256.92
2025-08-26	NP	Profunds - Profund Vp Ultrasmall-cap	122	93.65	1
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund	16,194	378.55	178	785.00
2025-08-12	13F	Ameritas Investment Partners, Inc.	3,558	95.28	39	254.55
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A	13,094	100.34	144	257.50
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey	7,833	133.82	86	330.00
2025-08-14	13F	Royal Bank Of Canada	3,090	271.39	33	560.00
2025-08-14	13F	Bnp Paribas Arbitrage, Sa	3,097	229.82	34	580.00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB	39,304	103.35	432	265.25
2025-07-29	NP	RBB FUND, INC. - Adara Smaller Companies Fund	5,900		54
2025-08-14	13F	Bank Of America Corp /de/	18,031	71.22	198	207.81
2025-07-24	13F	IFP Advisors, Inc	1		0
2025-06-25	NP	ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	832	3.74	8	-12.50
2025-06-26	NP	FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	542,660	0.43	5,025	-13.64
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I	2,417	302.83	27	766.67
2025-06-26	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4,878		45
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I	9,047	122.23	99	312.50
2025-08-12	13F	Deutsche Bank Ag\	23,403	54.05	257	178.26
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class	169,000	23.25	1,856	121.10
2025-08-14	13F	Wells Fargo & Company/mn	22,364	141.77	246	337.50
2025-07-25	13F	Cwm, Llc	3,312	107.52	0
2025-08-26	NP	TLSTX - Stock Index Fund	442		5
2025-08-14	13F	Verition Fund Management LLC	33,505		368
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series	59,479	98.22	653	256.83
2025-08-08	13F	Hartland & Co., LLC	163		2
2025-08-18	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P	4,415	295.96	48	700.00
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV	7,309	115.60	80	300.00
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB	5,403	359.44	59	742.86
2025-08-12	13F	American Century Companies Inc	22,362		246
2025-08-14	13F	Woodline Partners LP	558,252	0.21	6,130	79.79
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,647,582	211.70	18,090	459.37
2025-08-14	13F/A	Barclays Plc	96,990	288.07	1
2025-08-12	13F	Proequities, Inc.	0		0
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H	49	104.17	1
2025-07-31	13F	Caitong International Asset Management Co., Ltd	224		2
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF	6,146	11.32	57	-5.08
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	339		4
2025-08-14	13F	California State Teachers Retirement System	2,174	68.53	24	228.57
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,272	147.88	36	337.50
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	180,439	5.56	1,671	-9.24
2025-08-13	13F	Norges Bank	969,916		10,650
2025-07-28	NP	AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	15,968		147
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF	60,647	1.94	666	82.69
2025-08-13	13F	Invesco Ltd.	16,300	6.43	179	91.40
2025-08-12	13F	Jpmorgan Chase & Co	16,469	8.39	181	95.65
2025-08-12	13F	Legal & General Group Plc	3,174	83.04	35	240.00
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4,341	113.74	48	291.67
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class	3,558	95.28	39	254.55
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB	9,710		107
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV	6,856	90.02	75	240.91
2025-08-08	13F/A	Sterling Capital Management LLC	941	586.86	10
2025-08-14	13F	State Street Corp	481,375	62.85	5,285	192.31
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class	26,900	111.81	295	283.12
2025-08-08	13F	Creative Planning	14,030		154
2025-08-14	13F	Altshuler Shaham Ltd	3,394,441	4.92	37,271	959.11
2025-08-14	13F	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,084	85.35	210	231.75
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class	5,295		49
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A	5,326	95.81	58	262.50
2025-08-11	13F	Vanguard Group Inc	2,170,833	139.34	23,836	329.46
2025-08-14	13F	Schonfeld Strategic Advisors LLC	365,790	105.52	4,016	268.78
2025-07-24	NP	FDGRX - Fidelity Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	334,865	0.24	3,091	16.65
2025-08-13	13F	Russell Investments Group, Ltd.	147		2
2025-05-27	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6,114	2.26	37	-62.24
2025-08-12	13F	Nuveen, LLC	73,936	227.35	812	487.68
2025-08-08	13F	Intech Investment Management Llc	21,290	39.29	234	150.54
2025-05-22	NP	SCRSX - Small Cap Core Portfolio SCB Class	193,620	124.41	1,185	-16.50
2025-08-13	13F	MetLife Investment Management, LLC	21,691	96.58	238	255.22
2025-08-26	NP	PENN SERIES FUNDS INC - Small Cap Index Fund	1,100	120.00	12	300.00
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	23,546	13.55	217	32.32
2025-08-26	NP	Profunds - Profund Vp Small-cap	80	105.13	1
2025-06-26	NP	USMIX - Extended Market Index Fund	2,024	3.58	19	-14.29
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund	16,144	124.44	177	302.27
2025-08-14	13F	Parkman Healthcare Partners LLC	715,504	206.34	7,856	449.76
2025-08-27	NP	RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity	9	80.00	0
2025-06-26	NP	FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7,125		66
2025-07-14	13F	GAMMA Investing LLC	693	16.86	8	133.33
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,004	118.26	11	450.00
2025-08-13	13F	EverSource Wealth Advisors, LLC	309	128.89	3
2025-08-28	NP	IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	302,182	349.71	3,318	707.06
2025-08-05	13F	Bank of New York Mellon Corp	79,766	116.10	876	288.89
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	25,291	219.01	278	477.08

UPB / Upstream Bio, Inc. - Kepemilikan Institusional - Pembeli

Kepemilikan Institusional dan Dana - Pembeli