Caris Life Sciences, Inc. (CAI) — Institutional Holders, Q2 2026 (page 3)
248 institutional investment managers reported a CAI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 248. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CAI 13F holders ranked 201–248 of 248
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#201 · 770 sh | 770 | $13.7K | 0.00% | -99.9% |
| 202 | Vanguard Global Advisers#202 · 635 sh | 635 | $11.3K | 0.00% | +21.0% |
| 203 | GAMMA Investing#203 · 542 sh | 542 | $9.7K | — | -12.0% |
| 204 | Owl Creek Wealth Partners#204 · 530 sh | 530 | $9.4K | — | +178.9% |
| 205 | Covestor Ltd#205 · 389 sh | 389 | $7.0K | <0.01% | +28.0% |
| 206 | BROWN BROTHERS HARRIMAN#206 · 344 sh | 344 | $6.1K | 0.00% | 0.0% |
| 207 | ROTHSCHILD INVESTMENT#207 · 339 sh | 339 | $6.0K | <0.01% | +1684.2% |
| 208 | OF VERMONT#208 · 330 sh | 330 | $5.9K | — | — |
| 209 | TD Waterhouse Canada#209 · 300 sh | 300 | $5.6K | — | -97.9% |
| 210 | EverSource Wealth Advisors#210 · 294 sh | 294 | $5.2K | <0.01% | -14.5% |
| 211 | Global Retirement Partners#211 · 274 sh | 274 | $4.9K | <0.01% | — |
| 212 | ZRC WEALTH MANAGEMENT#212 · 270 sh | 270 | $4.8K | — | New |
| 213 | Allworth Financial#213 · 253 sh | 253 | $4.5K | 0.00% | +328.8% |
| 214 | Federation des caisses Desjardins du Quebec#214 · 250 sh | 250 | $4.5K | 0.00% | -96.4% |
| 215 | SIGNATUREFD#215 · 220 sh | 220 | $3.9K | — | 0.0% |
| 216 | US BANCORP \DE\#216 · 211 sh | 211 | $3.8K | 0.00% | -86.0% |
| 217 | NewEdge Advisors#217 · 200 sh | 200 | $3.6K | 0.00% | New |
| 218 | ORG Wealth Partners#218 · 200 sh | 200 | $3.6K | <0.01% | 0.0% |
| 219 | Integrated Wealth Concepts#219 · 159 sh | 159 | $2.8K | 0.00% | New |
| 220 | Parkside Financial Bank#220 · 158 sh | 158 | $2.8K | <0.01% | New |
| 221 | FIRST HORIZON NATIONAL#221 · 154 sh | 154 | $2.7K | — | +43.9% |
| 222 | Silver Grove Financial Group#222 · 148 sh | 148 | $2.6K | <0.01% | New |
| 223 | UMB Bank, n.a.#223 · 138 sh | 138 | $2.5K | 0.00% | +360.0% |
| 224 | Farther Finance Advisors#224 · 128 sh | 128 | $2.3K | — | -3.0% |
| 225 | Clearstead#225 · 101 sh | 101 | $1.8K | <0.01% | +38.4% |
| 226 | Financial Management Professionals#226 · 96 sh | 96 | $1.7K | — | +5.5% |
| 227 | NATIONAL BANK OF CANADA#227 · 96 sh | 96 | $1.7K | 0.00% | New |
| 228 | SJS Investment Consulting#228 · 74 sh | 74 | $1.3K | — | New |
| 229 | Essential Partners#229 · 71 sh | 71 | $1.3K | — | +115.2% |
| 230 | Cornerstone Planning Group#230 · 78 sh | 78 | $1.2K | — | 0.0% |
| 231 | Activest Wealth Management#231 · 60 sh | 60 | $1.1K | — | +5900.0% |
| 232 | Transamerica Financial Advisors#232 · 46 sh | 46 | $819.00 | <0.01% | +1433.3% |
| 233 | Pinnacle Wealth Planning Services#233 · 41 sh | 41 | $731.00 | <0.01% | New |
| 234 | Quent Capital#234 · 40 sh | 40 | $713.00 | 0.00% | -92.2% |
| 235 | HUNTINGTON NATIONAL BANK#235 · 36 sh | 36 | $642.00 | 0.00% | 0.0% |
| 236 | Parallel Advisors#236 · 34 sh | 34 | $606.00 | 0.00% | New |
| 237 | FINANCIAL CONSULATE#237 · 30 sh | 30 | $535.00 | — | New |
| 238 | NISA INVESTMENT ADVISORS#238 · 29 sh | 29 | $517.00 | — | -93.1% |
| 239 | MassMutual Private Wealth & , FSB#239 · 25 sh | 25 | $446.00 | — | -13.8% |
| 240 | Caption Management#240 · 19 sh | 19 | $339.00 | 0.00% | -99.9% |
| 241 | Kilter Group#241 · 16 sh | 16 | $286.00 | <0.01% | New |
| 242 | Clearstead Advisors#242 · 8 sh | 8 | $143.00 | 0.00% | New |
| 243 | Cedar Mountain Advisors#243 · 5 sh | 5 | $89.00 | — | 0.0% |
| 244 | IFP Advisors#244 · 3 sh | 3 | $53.00 | — | -50.0% |
| 245 | MV CAPITAL MANAGEMENT#245 · 2 sh | 2 | $36.00 | 0.00% | New |
| 246 | DekaBank Deutsche Girozentrale#246 · 146,100 sh | 146,100 | $0.00 | 0.00% | 0.0% |
| 247 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#247 · 182,345 sh | 182,345 | — | — | +3545.4% |
| 248 | Quantum Portfolio Management#248 · 14,343 sh | 14,343 | — | — | +16.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.