Company · Ownership research

Yuanbao Inc. YB

CIK 0001995520 · CUSIP 987910106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 1446194 · View history	$53.54M 3,035,308 shares	0.07%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2026	▾
02	Franchise GP Ltd CIK 2083646 · View history	$9.42M 533,837 shares	3.46%	+467.17K(+700.80%)Added	SEC filing ↗ Apr 16, 2026	▾
03	Point72 Asset Management, L.P. CIK 1603466 · View history	$2.04M 115,500 shares	0.00%	+61.00K(+111.90%)Added	SEC filing ↗ May 15, 2026	▾
04	Lighthouse Investment Partners, LLC CIK 1600344 · View history	$1.63M 92,558 shares	0.06%	+92.56KNew	SEC filing ↗ May 14, 2026	▾
05	BARCLAYS PLC CIK 312069 · View history	$1.05M 59,464 shares	0.00%	+17.48K(+41.60%)Added	SEC filing ↗ May 15, 2026	▾
06	MORGAN STANLEY CIK 895421 · View history	$735.55K 41,698 shares	0.00%	-10.85K(-20.70%)Reduced	SEC filing ↗ May 15, 2026	▾
07	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$415.58K 24,036 shares	0.00%	+3.37K(+16.30%)Added	SEC filing ↗ May 13, 2026	▾
08	UBS Group AG CIK 1610520 · View history	$354.69K 20,107 shares	0.00%	+20.10K(+402,040.00%)Added	SEC filing ↗ May 5, 2026	▾
09	ROYAL BANK OF CANADA CIK 1000275 · View history	$72.00K 4,079 shares	0.00%	+4.08KNew	SEC filing ↗ May 15, 2026	▾
10	NATIONAL BANK OF CANADA /FI/ CIK 926171 · View history	$52.53K 3,000 shares	0.00%	+3.00KNew	SEC filing ↗ May 15, 2026	▾
11	RHUMBLINE ADVISERS CIK 1115418 · View history	$6.81K 386 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 12, 2026	▾
12	Ameritas Advisory Services, LLC CIK 1901275 · View history	$3.02K 171 shares	0.00%	+171New	SEC filing ↗ May 12, 2026	▾
13	WealthCollab, LLC CIK 2017870 · View history	$2.89K 164 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2026	▾
14	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$2.72K 154 shares	0.00%	+142(+1,183.30%)Added	SEC filing ↗ May 15, 2026	▾
15	NISA INVESTMENT ADVISORS, LLC CIK 937615 · View history	$564.00 32 shares	0.00%	+32New	SEC filing ↗ Apr 30, 2026	▾
16	Larson Financial Group LLC CIK 1731061 · View history	$476.00 27 shares	0.00%	+27New	SEC filing ↗ May 15, 2026	▾
17	CWM, LLC CIK 1535847 · View history	$53.00 3 shares	0.00%	+3New	SEC filing ↗ May 14, 2026	▾

Showing 17 / 17 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,930,524

Not deduplicated across managers

Disclosed value

$69.33M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Yuanbao Inc. · Q1 2026

Take these holdings further.

This page includes 17 of 17 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 17 of 17 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"987910106","quarter":"2026Q1","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.