CADL · Candel Therapeutics, Inc.

$13.07 -0.68 (-4.95%) At close · Aug 28

Russell 2000 member Rebalance outlook locked

Market Cap

$1.00B

76.52M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 139

Total Value: $523,337,487

Total Shares: 50,809,472

Showing 1–100 of 144 holdings by value · page 1 of 2

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 139 13F filers · Δ vs Mar 31, 2026

Top Holder

21.6%

−3.4 pts

Top 5

57.9%

−3.3 pts

Top 10

81.8%

+1.1 pts

HHI

961

Broadly held−144

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +24

Institutional value: +143.1%

Shares held: +15.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega STATE STREET CORP	+2,731,265	3,549,823
Mega BlackRock, Inc.	+1,859,998	4,969,040
Mid Portolan Capital Management, LLC	+596,073	3,490,398
Mega GEODE CAPITAL MANAGEMENT, LLC	+535,586	1,571,021
Small Saturn V Capital Management LP	+407,098	3,303,686

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Halter Ferguson Financial Inc.	−131,590	772,461
Mid Kynam Capital Management, LP	−103,259	96,741
Mid Ghisallo Capital Management LLC	−100,000	100,000
Mega TWO SIGMA INVESTMENTS, LP	−60,769	32,731
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−58,534	361,739

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large MARSHALL WACE, LLP	300,641	$3,096,601
Mega WELLINGTON MANAGEMENT GROUP LLP	205,745	$2,119,172
Mega D. E. Shaw & Co., Inc.	108,933	$1,122,009
Mid Jump Financial, LLC	106,840	$1,100,451
Large Trexquant Investment LP	101,317	$1,043,565

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Vestal Point Capital, LP	1,125,000	$5,512,500
Small HEIGHTS CAPITAL MANAGEMENT, INC	775,000	$3,797,500
Large ExodusPoint Capital Management, LP	227,468	$1,114,593
Mega JANUS HENDERSON GROUP PLC	171,978	$842,692
Large Woodline Partners LP	156,700	$767,830

Filter: New 40 Increased 63 Reduced 25 Sold out 16 Unchanged 11

Showing 100 of 144

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$113,202,510

21.63%

10,990,535

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	8,135,208	$83,792,642	74.0%	Defined
FIDELITY MANAGEMENT TRUST CO	2,855,227	$29,408,838	26.0%	Defined
STRATEGIC ADVISERS LLC	100	$1,030	0.0%	Defined

RTW INVESTMENTS, LP

$66,146,785

12.64%

6,422,018

BlackRock, Inc.

$51,181,109

9.78%

4,969,040

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	30,366	$312,769	0.6%	Sole
BlackRock Investment Management, LLC	188,008	$1,936,482	3.8%	Sole
BLACKROCK ADVISORS LLC	145,557	$1,499,237	2.9%	Sole
BlackRock Fund Advisors	3,015,430	$31,058,929	60.7%	Sole
BlackRock Institutional Trust Company, N.A.	1,399,913	$14,419,103	28.2%	Sole
BlackRock Asset Management Ireland Ltd	55,694	$573,648	1.1%	Sole
Aperio Group, LLC	134,072	$1,380,941	2.7%	Sole

STATE STREET CORP

$36,563,176

6.99%

3,549,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	3,549,823	$36,563,176	100.0%	Defined

ACORN CAPITAL ADVISORS, LLC

$36,028,864

6.88%

3,497,948

Portolan Capital Management, LLC

$35,951,099

6.87%

3,490,398

Saturn V Capital Management LP

$34,027,965

6.50%

3,303,686

VANGUARD CAPITAL MANAGEMENT LLC

$27,748,612

5.30%

2,694,040

GEODE CAPITAL MANAGEMENT, LLC

$16,181,515

3.09%

1,571,021

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	225,013	$2,317,633	14.3%	Defined
Held directly	1,346,008	$13,863,882	85.7%	Defined

MILLENNIUM MANAGEMENT LLC

$11,267,221

2.15%

1,093,905

Halter Ferguson Financial Inc.

$7,956,348

1.52%

772,461

NORTHERN TRUST CORP

$5,072,388

0.97%

492,465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	482,514	$4,969,893	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	9,951	$102,495	2.0%	Other

KENNEDY CAPITAL MANAGEMENT LLC

$5,029,397

0.96%

488,291

VANGUARD PORTFOLIO MANAGEMENT LLC

$4,502,645

0.86%

437,150

VANGUARD FIDUCIARY TRUST CO

$4,244,722

0.81%

412,109

Sands Capital Alternatives, LLC

$4,180,121

0.80%

405,837

GOLDMAN SACHS GROUP INC

$3,143,724

0.60%

305,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	140,798	$1,450,219	46.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	164,418	$1,693,505	53.9%	Defined

MARSHALL WACE, LLP

$3,096,601

0.59%

300,641

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	300,641	$3,096,601	100.0%	Other

BANK OF AMERICA CORP /DE/

$2,873,123

0.55%

278,944

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	233,497	$2,405,019	83.7%	Defined
BOFA SECURITIES, INC.	45,447	$468,104	16.3%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,347,771

0.45%

227,939

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	194,467	$2,003,010	85.3%	Other
G1 EXECUTION SERVICES, LLC	33,472	$344,761	14.7%	Other

WELLINGTON MANAGEMENT GROUP LLP

$2,119,172

0.40%

205,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	107,636	$1,108,650	52.3%	Defined
Wellington Trust Company, NA joint	92,124	$948,877	44.8%	Defined
Wellington Management Australia Pty Ltd	5,985	$61,645	2.9%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2,054,376

0.39%

199,454

Tanager Wealth Management LLP

$2,041,202

0.39%

198,175

Bank of New York Mellon Corp

$1,974,519

0.38%

191,701

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	39,094	$402,668	20.4%	Defined
The Bank of New York Mellon	110,547	$1,138,634	57.7%	Defined
BNY Mellon, NA joint	110	$1,133	0.1%	Defined
Newton Investment Management North America, LLC	41,948	$432,064	21.9%	Defined
Held directly	2	$20	0.0%	Defined

UBS Group AG

$1,743,491

0.33%

169,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,200	$12,360	0.7%	Defined
UBS AG	166,601	$1,715,990	98.4%	Defined
UBS Switzerland AG	1,470	$15,141	0.9%	Defined

JANE STREET GROUP, LLC

$1,561,480

0.30%

151,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	151,600	$1,561,480	100.0%	Defined

CITADEL ADVISORS LLC

$1,503,964

0.29%

146,016

Nuveen, LLC

$1,472,672

0.28%

142,978

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	15,679	$161,493	11.0%	Defined
TEACHERS ADVISORS, LLC joint	127,299	$1,311,179	89.0%	Defined

Point72 Asset Management, L.P.

$1,330,584

0.25%

129,183

MORGAN STANLEY

$1,299,290

0.25%

126,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	5,261	$54,188	4.2%	Defined
MORGAN STANLEY & CO. LLC	34,343	$353,732	27.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	76,665	$789,649	60.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,015	$10,454	0.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	8,861	$91,267	7.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$1,193,512

0.23%

115,875

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,175,230

0.22%

114,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	114,100	$1,175,230	100.0%	Other

D. E. Shaw & Co., Inc.

$1,122,009

0.21%

108,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	108,933	$1,122,009	100.0%	Defined

Jump Financial, LLC

$1,100,451

0.21%

106,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC	2,319	$23,885	2.2%	Defined
Leap GP LLC joint	104,521	$1,076,566	97.8%	Defined

Trexquant Investment LP

$1,043,565

0.20%

101,317

Ghisallo Capital Management LLC

$1,030,000

0.20%

100,000

Kynam Capital Management, LP

$996,432

0.19%

96,741

CITIGROUP INC

$880,752

0.17%

85,510

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	85,510	$880,752	100.0%	Defined

RHUMBLINE ADVISERS

$803,863

0.15%

78,045

Squarepoint Ops LLC

$774,673

0.15%

75,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	75,211	$774,673	100.0%	Defined

ALPS ADVISORS INC

$765,938

0.15%

74,363

Balyasny Asset Management L.P.

$756,998

0.14%

73,495

Y-Intercept (Hong Kong) Ltd

$705,261

0.13%

68,472

HB Wealth Management, LLC

$694,178

0.13%

67,396

Torrey Growth & Income Advisors

$684,496

0.13%

66,456

Creative Planning

$670,405

0.13%

65,088

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	363	$3,738	0.6%	Defined
Held directly	64,725	$666,667	99.4%	Sole

DEUTSCHE BANK AG\

$648,291

0.12%

62,941

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	1,123	$11,566	1.8%	Defined
DWS Investments UK Ltd	61,818	$636,725	98.2%	Defined

CITADEL ADVISORS LLC

$636,540

0.12%

61,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	61,800	$636,540	100.0%	Defined

COOKSON PEIRCE & CO INC

$618,000

0.12%

60,000

Fisher Asset Management, LLC

$595,340

0.11%

57,800

WELLS FARGO & COMPANY/MN

$592,250

0.11%

57,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	57,500	$592,250	100.0%	Defined

Rafferty Asset Management, LLC

$579,478

0.11%

56,260

Lido Advisors, LLC

$562,895

0.11%

54,650

Belpointe Asset Management LLC

$543,613

0.10%

52,778

PRICE T ROWE ASSOCIATES INC /MD/

$543,139

0.10%

52,732

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	52,732	$543,139	100.0%	Defined

MARTINGALE ASSET MANAGEMENT L P

$525,135

0.10%

50,984

Militia Capital Management LLC

$516,030

0.10%

50,100

MERCER GLOBAL ADVISORS INC /ADV

$506,286

0.10%

49,154

Birchview Capital, LP

$491,886

0.09%

47,756

CITADEL ADVISORS LLC

$454,230

0.09%

44,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	44,100	$454,230	100.0%	Defined

CARY STREET PARTNERS FINANCIAL LLC

$443,930

0.08%

43,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	43,100	$443,930	100.0%	Defined

SEI INVESTMENTS CO

$441,973

0.08%

42,910

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	42,910	$441,973	100.0%	Sole

AMERICAN CENTURY COMPANIES INC

$439,212

0.08%

42,642

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	42,642	$439,212	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$431,899

0.08%

41,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,000	$10,300	2.4%	Defined
Raymond James Financial Services Advisors, Inc.	932	$9,599	2.2%	Defined
RAYMOND JAMES TRUST N.A.	40,000	$412,000	95.4%	Defined

ALLIANCEBERNSTEIN L.P.

$421,476

0.08%

40,920

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	40,920	$421,476	100.0%	Defined

Walleye Capital LLC

$419,107

0.08%

40,690

BARCLAYS PLC

$406,231

0.08%

39,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	30,766	$316,889	78.0%	Defined
BARCLAYS CAPITAL INC.	8,674	$89,342	22.0%	Defined

LPL Financial LLC

$404,038

0.08%

39,227

Virtus Investment Advisers, LLC

$393,707

0.08%

38,224

MetLife Investment Management, LLC

$391,091

0.07%

37,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	37,970	$391,091	100.0%	Defined

Invesco Ltd.

$388,441

0.07%

37,713

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	9,222	$94,985	24.5%	Defined
Invesco Trust Co joint	24,778	$255,213	65.7%	Defined
Invesco Capital Management LLC	3,713	$38,243	9.8%	Defined

WINTON GROUP Ltd

$384,190

0.07%

37,300

AlphaCentric Advisors LLC

$377,834

0.07%

36,683

Vanguard Global Advisers, LLC

$373,004

0.07%

36,214

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$367,915

0.07%

35,720

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	29,185	$300,605	81.7%	Defined
Global X Management (AUS) Ltd joint	6,535	$67,310	18.3%	Defined

TWO SIGMA INVESTMENTS, LP

$337,129

0.06%

32,731

JPMORGAN CHASE & CO

$336,129

0.06%

32,634

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	26,273	$270,611	80.5%	Defined
J.P. Morgan Investment Management Inc.	1,660	$17,098	5.1%	Defined
J.P. Morgan Securities plc	4,701	$48,420	14.4%	Defined

Janney Montgomery Scott LLC

$324,161

0.06%

31,472

AXQ CAPITAL, LP

$324,038

0.06%

31,460

Jain Global LLC

$301,213

0.06%

29,244

Mitsubishi UFJ Asset Management Co., Ltd.

$301,130

0.06%

29,236

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	29,236	$301,130	100.0%	Defined

Virtu Financial LLC

$298,669

0.06%

28,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	28,997	$298,669	100.0%	Defined

PROFUND ADVISORS LLC

$295,373

0.06%

28,677

Brevan Howard Capital Management LP

$286,226

0.05%

27,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	27,789	$286,226	100.0%	Defined

LETKO, BROSSEAU & ASSOCIATES INC

$258,015

0.05%

25,050

Hudson Bay Capital Management LP

$257,500

0.05%

25,000

JANE STREET GROUP, LLC

$245,140

0.05%

23,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	23,800	$245,140	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$210,292

0.04%

20,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	5	$51	0.0%	Other
Compound Planning, Inc.	15	$154	0.1%	Other
Arax Advisory Partners	209	$2,152	1.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	113	$1,163	0.6%	Other
Stokes Family Office, LLC	7	$72	0.0%	Other
Held directly	20,068	$206,700	98.3%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$202,910

0.04%

19,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	19,700	$202,910	100.0%	Other

Police & Firemen's Retirement System of New Jersey

$192,527

0.04%

18,692

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	18,692	$192,527	100.0%	Defined

Quadrature Capital Ltd

$187,233

0.04%

18,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	18,178	$187,233	100.0%	Other

Schonfeld Strategic Advisors LLC

$179,971

0.03%

17,473

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$175,141

0.03%

17,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	17,004	$175,141	100.0%	Defined

XTX Topco Ltd

$172,277

0.03%

16,726

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	16,726	$172,277	100.0%	Defined

Russell Investments Group, Ltd.

$164,871

0.03%

16,007

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	16,007	$164,871	100.0%	Defined

Stratos Wealth Advisors, LLC

$164,800

0.03%

16,000

MONETA GROUP INVESTMENT ADVISORS LLC

$149,607

0.03%

14,525

NEW YORK STATE COMMON RETIREMENT FUND

$147,290

0.03%

14,300

DRW Securities, LLC

$147,001

0.03%

14,272

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Investments	14,272	$147,001	100.0%	Other

VOYA INVESTMENT MANAGEMENT LLC

$129,800

0.02%

12,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	12,602	$129,800	100.0%	Defined

Key facts CIK 1841387 CUSIP 137404109 13F (30d) 116 filings 116 filers Visit website Investor relations