BLOOMIA HOLDINGS, INC. - TULP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 119,210 | 469 | 0.0% | 0.0% | 1 | +13,901 | 13.2% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 29,185 | 114 | 0.0% | — | 2 | +29,185 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 19,997 | 78 | 0.0% | 0.0% | 3 | +5,800 | 40.85% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 13,657 | 53 | 0.0% | — | 4 | +13,657 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | No change | 12,256 | 48 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 3,573 | 14 | 0.0% | — | 6 | +3,523 | 7046.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,200 | 8 | 0.0% | 0.0% | 7 | -1,640 | -42.71% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,285 | 4 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,795 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,499 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |