Avalon GloboCare Corp. - ALBT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 25,383 | 30 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 24,402 | 29 | 0.0% | — | 2 | +24,360 | 58000.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 22,899 | 27 | 0.0% | 0.0% | 3 | +824 | 3.73% | Q4 2025 | Feb 09, 2026 |
| Procyon Advisors, LLC | History | New | 18,600 | 22 | 0.0% | — | 4 | +18,600 | New | Q4 2025 | Jan 07, 2026 |
| XTX Topco Ltd | History | New | 10,371 | 12 | 0.0% | — | 5 | +10,371 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 912 | 1 | 0.0% | 0.0% | 6 | +459 | 101.32% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -131 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29 | 0 | — | — | — | -99 | -77.34% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |