Ocugen, Inc. (OCGN) — Institutional Holders, Q2 2026 (page 2)
148 institutional investment managers reported a OCGN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $222.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 148. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OCGN 13F holders ranked 101–148 of 148
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | WEALTH ENHANCEMENT ADVISORY SERVICES#101 · 16,427 sh | 16,427 | $24.1K | — | +4.6% |
| 102 | Abel Hall#102 · 15,206 sh | 15,206 | $23.3K | — | +2.9% |
| 103 | LPL Financial#103 · 15,020 sh | 15,020 | $23.0K | 0.00% | +5.6% |
| 104 | Perennial Investment Advisors#104 · 15,000 sh | 15,000 | $22.9K | <0.01% | 0.0% |
| 105 | Diversified#105 · 14,706 sh | 14,706 | $22.5K | <0.01% | New |
| 106 | Wedmont Private Capital#106 · 14,765 sh | 14,765 | $21.7K | — | 0.0% |
| 107 | EAGLE WEALTH STRATEGIES#107 · 14,000 sh | 14,000 | $21.4K | — | New |
| 108 | PFG Investments#108 · 12,866 sh | 12,866 | $19.7K | <0.01% | New |
| 109 | XTX Topco Ltd#109 · 12,850 sh | 12,850 | $19.7K | <0.01% | -95.8% |
| 110 | Retirement Planning Group#110 · 12,500 sh | 12,500 | $19.1K | — | New |
| 111 | RAYMOND JAMES FINANCIAL#111 · 11,614 sh | 11,614 | $17.8K | 0.00% | New |
| 112 | R Squared Ltd#112 · 10,521 sh | 10,521 | $16.1K | <0.01% | New |
| 113 | ROYAL BANK OF CANADA#113 · 10,824 sh | 10,824 | $16.0K | 0.00% | +805.0% |
| 114 | CAPTRUST FINANCIAL ADVISORS#114 · 10,000 sh | 10,000 | $15.3K | 0.00% | -85.7% |
| 115 | Uniting Wealth Partners#115 · 10,000 sh | 10,000 | $15.3K | <0.01% | 0.0% |
| 116 | HARBOUR INVESTMENTS#116 · 6,712 sh | 6,712 | $10.3K | <0.01% | 0.0% |
| 117 | Pacer Advisors#117 · 6,493 sh | 6,493 | $10.0K | 0.00% | New |
| 118 | BARTLETT & WEALTH MANAGEMENT#118 · 5,300 sh | 5,300 | $8.1K | <0.01% | 0.0% |
| 119 | PNC FINANCIAL SERVICES GROUP#119 · 5,231 sh | 5,231 | $8.0K | 0.00% | 0.0% |
| 120 | Federation des caisses Desjardins du Quebec#120 · 5,000 sh | 5,000 | $7.7K | 0.00% | 0.0% |
| 121 | Integrated Wealth Concepts#121 · 4,298 sh | 4,298 | $6.6K | 0.00% | New |
| 122 | JONES FINANCIAL COMPANIES LLLP#122 · 3,374 sh | 3,374 | $5.1K | 0.00% | +16.8% |
| 123 | Sterling Capital Management#123 · 2,971 sh | 2,971 | $4.5K | — | New |
| 124 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#124 · 3,000 sh | 3,000 | $4.4K | <0.01% | 0.0% |
| 125 | Institute for Wealth Management#125 · 2,100 sh | 2,100 | $3.2K | <0.01% | New |
| 126 | NISA INVESTMENT ADVISORS#126 · 1,510 sh | 1,510 | $2.3K | — | 0.0% |
| 127 | NATIONAL BANK OF CANADA#127 · 1,475 sh | 1,475 | $2.3K | 0.00% | -18.2% |
| 128 | EverSource Wealth Advisors#128 · 1,305 sh | 1,305 | $2.0K | <0.01% | +1453.6% |
| 129 | Geneos Wealth Management#129 · 1,118 sh | 1,118 | $1.7K | 0.00% | 0.0% |
| 130 | Farther Finance Advisors#130 · 1,015 sh | 1,015 | $1.6K | — | +1851.9% |
| 131 | Ronald Blue#131 · 1,000 sh | 1,000 | $1.5K | — | 0.0% |
| 132 | Quarry#132 · 720 sh | 720 | $1.1K | <0.01% | New |
| 133 | Smartleaf Asset Management#133 · 588 sh | 588 | $982.00 | 0.00% | 0.0% |
| 134 | TD Waterhouse Canada#134 · 500 sh | 500 | $741.00 | — | New |
| 135 | Steward Partners Investment Advisory#135 · 405 sh | 405 | $620.00 | 0.00% | 0.0% |
| 136 | Bogart Wealth#136 · 400 sh | 400 | $612.00 | 0.00% | 0.0% |
| 137 | North Star Investment Management#137 · 300 sh | 300 | $459.00 | 0.00% | 0.0% |
| 138 | Bangor Savings Bank#138 · 300 sh | 300 | $459.00 | — | +200.0% |
| 139 | SRS Capital Advisors#139 · 169 sh | 169 | $259.00 | 0.00% | +65.7% |
| 140 | Cedar Mountain Advisors#140 · 100 sh | 100 | $153.00 | — | 0.0% |
| 141 | Parkside Financial Bank#141 · 98 sh | 98 | $150.00 | — | +100.0% |
| 142 | Rockefeller Capital Management L.P.#142 · 75 sh | 75 | $115.00 | 0.00% | -10.7% |
| 143 | Hughes Financial Services#143 · 23 sh | 23 | $35.00 | 0.00% | 0.0% |
| 144 | Larson Financial Group#144 · 20 sh | 20 | $31.00 | 0.00% | 0.0% |
| 145 | Allworth Financial#145 · 5 sh | 5 | $8.00 | 0.00% | -98.8% |
| 146 | WHITTIER OF NEVADA#146 · 3 sh | 3 | $5.00 | 0.00% | New |
| 147 | Strive Financial Group#147 · 3 sh | 3 | $5.00 | 0.00% | New |
| 148 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#148 · 4,706 sh | 4,706 | — | — | 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.