DOSSIER · 13F Holders · Q1 2026
CATX

PERSPECTIVE THERAPEUTICS INC

145 institutions still hold PERSPECTIVE THERAPEUTICS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46489V302·145 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$275M
visible holders
Holders
145
filers reporting
Concentration
17.74%
Avidity Partners Management LP #1
top holder share
AI Holders Summary · Q1 2026

A 37,000-share purchase by Taylor & Morgan Wealth Management is almost the entire reliable institutional story for CATX. The firm added an estimated $126,170 and ended with 66,000 shares worth $225,060, dwarfing every other usable holding. GAMMA Investing sold 246 shares, Farther Finance Advisors held 348 unchanged and True Wealth Design opened a 65-share position.

One other reported holder, Curated Wealth Partners, has been marked for prices inconsistent with market data, so its shares and value are excluded. That makes the headline ownership total unusable for concentration math. Among clean records, Taylor & Morgan accounts for nearly all economic exposure, while the remaining positions are measured in hundreds of shares. CATX therefore has a buyer, but not a deep institutional constituency.

A separate record from Curated Wealth Partners cannot be used in the analysis. A system audit marked that firm's reported prices as inconsistent with market data, so its apparent share count and value should not be repeated or included in percentage calculations. Because that row contributes materially to the published aggregate, the headline total does not provide a trustworthy denominator for assessing concentration. The clean records are more informative than the aggregate here.

Those clean records show one meaningful buyer, one negligible seller and three holders that either did nothing or opened an administrative-scale position. Taylor & Morgan's purchase is directionally positive and substantially larger than GAMMA's sale. Yet it would be misleading to call this broad accumulation: the change comes from one firm, and the rest of the usable institutional base remains economically immaterial.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Avidity Partners Management LP
CIK 0001791827
$49M12.1M5.22%Q1 2026
02
TCG Crossover Management, LLC
CIK 0001839948
$33M7.9M0.94%Q1 2026
03
Commodore Capital LP
CIK 0001831942
$26M6.3M1.53%Q1 2026
04
BlackRock, Inc.
CIK 0002012383
$22M5.3M0.00%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$18M4.4M0.00%Q1 2026
06
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$17M4.0M0.01%Q1 2026
07
Affinity Asset Advisors, LLC
CIK 0001773195
$13M3.2M0.68%Q1 2026
08
STATE STREET CORP
CIK 0000093751
$13M3.1M0.00%Q1 2026
09
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$12M3.0M0.02%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$12M3.0M0.00%Q1 2026
11
Spruce Street Capital LP
CIK 0002050194
$11M2.6M2.63%Q1 2026
12
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$7M1.8M0.00%Q1 2026
13
Patient Square Capital LP
CIK 0001819257
$7M1.6M1.20%Q1 2026
14
Nicholson Wealth Management Group, LLC
CIK 0002035982
$7M1.6M3.93%Q1 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M1.2M0.00%Q1 2026
16
Opaleye Management Inc.
CIK 0001595855
$5M1.2M0.66%Q4 2025
17
Yu Fan
CIK 0001668029
$4M1.1M4.54%Q1 2026
18
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M1.0M0.00%Q1 2026
19
Ally Bridge Group (NY) LLC
CIK 0001822947
$4M927K3.12%Q1 2026
20
Nuveen, LLC
CIK 0001871926
$4M910K0.00%Q1 2026
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Insiders at PERSPECTIVE THERAPEUTICS INC
Hunt Jonathan RobertWilliamson Robert F IiiSendek JoelMartinez Maria EWoods Lori AGraham JuanSpoor Johan M.Puhlmann Markus