Outlook Therapeutics, Inc. - OTLK
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 CAPITAL MANAGEMENT LLC | History | No change | 4,376,872 | 6,959 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERCEPTIVE ADVISORS LLC | History | No change | 3,139,216 | 4,991 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,987,578 | 3,160 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,689,590 | 2,686 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,668,579 | 2,653 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,657,370 | 2,635 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,245,868 | 1,981 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 784,904 | 1,247 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 661,664 | 1,052 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 539,802 | 858 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 393,700 | 625 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 344,529 | 547 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 332,051 | 527 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 725,000 | 415 | 0.28% | 0.72% | 14 | +70,000 | 10.69% | Q3 2026 | Oct 09, 2026 |
| GROUP ONE TRADING LLC | History | No change | 246,428 | 391 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 237,561 | 377 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 225,000 | 357 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 184,942 | 294 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 152,215 | 242 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 130,700 | 207 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 221,657 | 127 | 0.0% | 0.0% | 21 | +220,892 | 28874.77% | Q3 2026 | Nov 04, 2026 |
| Jefferies Financial Group Inc. | History | No change | 62,500 | 99 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 57,839 | 91 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 57,391 | 91 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 46,300 | 73 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 41,137 | 65 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 111,415 | 63 | 0.01% | 0.01% | 27 | +64,215 | 136.05% | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,500 | 46 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 25,000 | 39 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 24,119 | 38 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 54,066 | 31 | 0.01% | 0.02% | 31 | +25,739 | 90.86% | Q3 2026 | Oct 22, 2026 |
| Bank of New York Mellon Corp | History | No change | 18,664 | 29 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Flower City Capital | History | Added to | 50,000 | 28 | 0.01% | 0.01% | 33 | +30,000 | 150.0% | Q3 2026 | Oct 15, 2026 |
| SG Americas Securities, LLC | History | No change | 17,271 | 27 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signet Private Wealth LLC | History | No change | 17,555 | 27 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 16,956 | 26 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,722 | 26 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 14,855 | 23 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warberg Asset Management LLC | History | New | 35,177 | 20 | 0.0% | — | 39 | +35,177 | New | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,304 | 19 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,466 | 18 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,970 | 13 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 18,000 | 10 | 0.0% | — | 43 | +18,000 | New | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,500 | 9 | 0.0% | 0.0% | 44 | +2,500 | 17.86% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,250 | 9 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 15,000 | 8 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | New | 13,693 | 7 | 0.0% | — | 48 | +13,693 | New | Q3 2026 | Nov 02, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,310 | 7 | 0.0% | 0.0% | 47 | +2,000 | 17.68% | Q3 2026 | Oct 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 10,000 | 5 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bullock Wealth Management Group | History | Added to | 7,112 | 4 | 0.0% | 0.0% | 51 | +3,000 | 72.96% | Q3 2026 | Oct 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,500 | 4 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,125 | 3 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,410 | 2 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,500 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 1,100 | 1 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | No change | 3,000 | 1 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205,013 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -118,170 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,899 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -7,324 | -100.0% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 363 | 0 | — | 0.0% | — | -333 | -47.84% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 511 | 0 | — | — | — | +289 | 130.18% | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 156 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 305 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 179 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,429 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 176 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |