NWBO — Northwest Biotherapeutic Institutional Holders · Q2 2026
Who owns Northwest Biotherapeutic (NWBO)? 8 institutions reported holding $413,559 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Compass Financial Management LLC ($227,068), Kelleher Financial Advisors ($149,440), VSM Wealth Advisory, LLC ($15,052).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMPASS FINANCIAL MANAGEMENT LLC | $227,068 | 1.2M | New |
| 2 | KELLEHER FINANCIAL ADVISORS | $149,440 | 800,000 | Added |
| 3 | VSM Wealth Advisory, LLC | $15,052 | 80,574 | Hold |
| 4 | Opus Capital Group, LLC | $11,000 | 60,150 | Hold |
| 5 | Ethos Financial Group, LLC | $6,329 | 39,070 | Hold |
| 6 | Williams Jones Wealth Management, LLC. | $4,670 | 25,000 | Hold |
| 7 | HANTZ FINANCIAL SERVICES, INC. | $0 | 250 | Hold |
| 8 | Coston, McIsaac & Partners | $0 | 1,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30