FATE THERAPEUTICS INC (FATE) — Institutional Holders, Q2 2026 (page 2)
156 institutional investment managers reported a FATE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $193.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 156. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FATE 13F holders ranked 101–156 of 156
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | BALYASNY ASSET MANAGEMENT L.P.#101 · 13,413 sh | 13,413 | $36.2K | 0.00% | New |
| 102 | MAI Capital Management#102 · 13,322 sh | 13,322 | $36.0K | <0.01% | +750.2% |
| 103 | R Squared Ltd#103 · 13,122 sh | 13,122 | $35.4K | 0.02% | -29.2% |
| 104 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#104 · 13,063 sh | 13,063 | $35.3K | <0.01% | New |
| 105 | VICTORY CAPITAL MANAGEMENT#105 · 12,778 sh | 12,778 | $34.5K | 0.00% | +1.5% |
| 106 | Narwhal Capital Management#106 · 12,700 sh | 12,700 | $34.3K | <0.01% | 0.0% |
| 107 | ROYAL BANK OF CANADA#107 · 12,151 sh | 12,151 | $33.0K | 0.00% | +106.2% |
| 108 | Focus Partners Advisor Solutions#108 · 12,033 sh | 12,033 | $32.5K | <0.01% | -20.9% |
| 109 | NorthCrest Asset Manangement#109 · 10,359 sh | 10,359 | $32.2K | — | New |
| 110 | HB Wealth Management#110 · 11,439 sh | 11,439 | $30.9K | — | New |
| 111 | Bank of New York Mellon#111 · 11,381 sh | 11,381 | $30.7K | 0.00% | -96.3% |
| 112 | Callan Family Office#112 · 10,911 sh | 10,911 | $29.5K | <0.01% | New |
| 113 | Westmount Partners#113 · 10,098 sh | 10,098 | $27.3K | <0.01% | 0.0% |
| 114 | Northern Lights Advisors#114 · 10,040 sh | 10,040 | $27.1K | — | 0.0% |
| 115 | Allworth Financial#115 · 8,676 sh | 8,676 | $23.4K | <0.01% | +166.8% |
| 116 | EverSource Wealth Advisors#116 · 8,441 sh | 8,441 | $22.8K | <0.01% | +1974.0% |
| 117 | JPMORGAN CHASE#117 · 8,996 sh | 8,996 | $21.8K | 0.00% | -80.0% |
| 118 | SIMPLEX TRADING#118 · 4,866 sh | 4,866 | $13.1K | 0.00% | -70.4% |
| 119 | Owl Creek Wealth Partners#119 · 4,190 sh | 4,190 | $11.3K | — | 0.0% |
| 120 | Dunhill Financial#120 · 3,180 sh | 3,180 | $8.6K | <0.01% | 0.0% |
| 121 | FEDERATED HERMES#121 · 3,015 sh | 3,015 | $8.1K | 0.00% | 0.0% |
| 122 | Essential Partners#122 · 2,231 sh | 2,231 | $6.0K | — | -80.1% |
| 123 | Geneos Wealth Management#123 · 1,800 sh | 1,800 | $4.9K | <0.01% | 0.0% |
| 124 | Farther Finance Advisors#124 · 1,678 sh | 1,678 | $4.5K | — | +170.6% |
| 125 | ROTHSCHILD INVESTMENT#125 · 1,622 sh | 1,622 | $4.4K | <0.01% | +136.8% |
| 126 | GAMMA Investing#126 · 1,467 sh | 1,467 | $4.0K | — | +29.8% |
| 127 | Physician Wealth Advisors#127 · 1,366 sh | 1,366 | $3.7K | — | +24.9% |
| 128 | Parkside Financial Bank#128 · 1,340 sh | 1,340 | $3.6K | <0.01% | +100.0% |
| 129 | NISA INVESTMENT ADVISORS#129 · 1,331 sh | 1,331 | $3.6K | — | 0.0% |
| 130 | SBI Securities , Ltd.#130 · 1,172 sh | 1,172 | $3.2K | — | 0.0% |
| 131 | PNC FINANCIAL SERVICES GROUP#131 · 1,052 sh | 1,052 | $2.8K | 0.00% | -28.9% |
| 132 | IFP Advisors#132 · 1,020 sh | 1,020 | $2.8K | — | +12.3% |
| 133 | VALLEY NATIONAL ADVISERS#133 · 1,000 sh | 1,000 | $2.7K | — | New |
| 134 | True Wealth Design#134 · 989 sh | 989 | $2.7K | — | +72.0% |
| 135 | Fortitude Family Office#135 · 822 sh | 822 | $2.2K | — | +92.5% |
| 136 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#136 · 815 sh | 815 | $2.2K | 0.00% | 0.0% |
| 137 | Avion Wealth#137 · 858 sh | 858 | $2.0K | <0.01% | +37.3% |
| 138 | SJS Investment Consulting#138 · 721 sh | 721 | $1.9K | — | +1009.2% |
| 139 | JONES FINANCIAL COMPANIES LLLP#139 · 900 sh | 900 | $1.9K | 0.00% | 0.0% |
| 140 | OSAIC#140 · 645 sh | 645 | $1.7K | 0.00% | 0.0% |
| 141 | Wealth Enhancement Services#141 · 345 sh | 345 | $932.00 | — | New |
| 142 | MARK SHEPTOFF FINANCIAL PLANNING#142 · 300 sh | 300 | $810.00 | <0.01% | 0.0% |
| 143 | Hilltop National Bank#143 · 285 sh | 285 | $770.00 | — | 0.0% |
| 144 | Quarry#144 · 255 sh | 255 | $689.00 | <0.01% | New |
| 145 | ALBION FINANCIAL GROUP#145 · 225 sh | 225 | $608.00 | — | 0.0% |
| 146 | Basecamp Wealth Advisors#146 · 225 sh | 225 | $608.00 | <0.01% | +106.4% |
| 147 | Clearstead Advisors#147 · 150 sh | 150 | $406.00 | 0.00% | New |
| 148 | Boreal Capital Management#148 · 100 sh | 100 | $270.00 | <0.01% | 0.0% |
| 149 | Federation des caisses Desjardins du Quebec#149 · 95 sh | 95 | $257.00 | 0.00% | 0.0% |
| 150 | NATIONAL BANK OF CANADA#150 · 82 sh | 82 | $222.00 | 0.00% | New |
| 151 | Providence Capital Advisors#151 · 61 sh | 61 | $165.00 | 0.00% | New |
| 152 | Caitlin John#152 · 40 sh | 40 | $108.00 | <0.01% | 0.0% |
| 153 | Smartleaf Asset Management#153 · 35 sh | 35 | $85.00 | 0.00% | 0.0% |
| 154 | JPL Wealth Management#154 · 29 sh | 29 | $79.00 | 0.00% | New |
| 155 | Leonteq Securities AG#155 · 19 sh | 19 | $51.00 | 0.00% | 0.0% |
| 156 | Optiver Holding B.V.#156 · 10 sh | 10 | $27.00 | 0.00% | New |
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.