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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 6, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
3,327
−109 vs. Q3 2022
Portfolio value
$2.31B
+$134.8M (+6.2%) vs. Q3 2022
Filed
Feb 6, 2023
SEC
Holdings of Parallel Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
FLNGFlex LNG Ltd.SHS9$294<0.1%00.0%UnchangedHistory
FLNAFilana Therapeutics, Inc.COM10$295<0.1%00.0%UnchangedHistory
SAHSonic Automotive IncCL A6$296<0.1%00.0%UnchangedHistory
VITLVital Farms, Inc.COM20$298<0.1%−11−35.5%ReducedHistory
AST SpaceMobile, Inc.00217D118*W EXP 04/06/202151$298<0.1%00.0%Unchanged–
GKOSGLAUKOS CorpCOM7$306<0.1%−2−22.2%ReducedHistory
UNFIUnited Natural Foods IncCOM8$310<0.1%−25−75.8%ReducedHistory
PLUSEplus IncCOM7$310<0.1%00.0%UnchangedHistory
RPAYRepay Holdings CorpCOM CL A39$314<0.1%+39NewHistory
DFTXDefinium Therapeutics, Inc.Stock143$315<0.1%00.0%UnchangedHistory
CFFNCapitol Federal Financial, Inc.COM37$320<0.1%+37NewHistory
FAROFaro Technologies IncCOM11$324<0.1%−73−86.9%ReducedHistory
PHATPhathom Pharmaceuticals, Inc.COM29$325<0.1%00.0%UnchangedHistory
PLYMPlymouth Industrial REIT, Inc.COM17$326<0.1%00.0%UnchangedHistory
PROFProfound Medical Corp.COM NEW30$327<0.1%00.0%UnchangedHistory
NRIXNurix Therapeutics, Inc.COM30$329<0.1%00.0%UnchangedHistory
Silvercrest Metals Inc828363101COM55$330<0.1%00.0%Unchanged–
EQXEquinox Gold Corp.COM101$331<0.1%+101NewHistory
NAPADuckhorn Portfolio, Inc.COM20$331<0.1%00.0%UnchangedHistory
CRSCarpenter Technology CorpCOM9$332<0.1%00.0%UnchangedHistory
MLABMesa Laboratories IncCOM2$332<0.1%+2NewHistory
HTHersha Hospitality TrustPR SHS BEN INT40$341<0.1%−15−27.3%ReducedHistory
CARSCars.com Inc.COM25$344<0.1%+16+177.8%AddedHistory
TPICQTpi Composites, IncCOM34$345<0.1%00.0%UnchangedHistory
TEAFTortoise Sustainable & Social Impact Term FundClosed-End Fund26$346<0.1%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW58$347<0.1%00.0%UnchangedHistory
ACGNAceragen, Inc.COM PAR1,000$350<0.1%00.0%UnchangedHistory
FROFrontline plcSHS NEW29$352<0.1%00.0%UnchangedHistory
GERNGeron CorpCOM146$353<0.1%00.0%UnchangedHistory
UPLDUpland Software, Inc.COM50$357<0.1%−223−81.7%ReducedHistory
CXWCoreCivic, Inc.COM31$358<0.1%00.0%UnchangedHistory
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP11$359<0.1%00.0%UnchangedHistory
AMPHAmphastar Pharmaceuticals, Inc.COM13$364<0.1%00.0%UnchangedHistory
LMATLemaitre Vascular IncCOM8$368<0.1%00.0%UnchangedHistory
iShares Inc464286327MSCI GLB SLV&MTL35$368<0.1%00.0%Unchanged–
HOSHornbeck Offshore Services, Inc.Stock50$369<0.1%00.0%UnchangedHistory
DSGRDistribution Solutions Group, Inc.COM10$369<0.1%00.0%UnchangedHistory
FORForestar Group Inc.COM24$370<0.1%−278−92.1%ReducedHistory
RIOTRiot Platforms, Inc.COM110$373<0.1%00.0%UnchangedHistory
PACBPacific Biosciences of California, Inc.COM46$376<0.1%00.0%UnchangedHistory
ECEcopetrol S.A.SPONSORED ADS36$377<0.1%−1,907−98.1%ReducedHistory
FORMFormfactor IncCOM17$378<0.1%−74−81.3%ReducedHistory
IBCPIndependent Bank CorpCOM NEW16$383<0.1%−49−75.4%ReducedHistory
OCFCOceanfirst Financial CorpCOM18$383<0.1%−33−64.7%ReducedHistory
VRTSVirtus Investment Partners, Inc.COM2$383<0.1%−29−93.5%ReducedHistory
WWWWolverine World Wide IncCOM36$393<0.1%+9+33.3%AddedHistory
WEWeWork Inc.CL A275$393<0.1%−62−18.4%ReducedHistory
Tidal Trust I886364405SOFI SOCIAL 5020$394<0.1%00.0%Unchanged–
AGYSAgilysys IncCOM5$396<0.1%00.0%UnchangedHistory
FOSLFossil Group, Inc.COM93$401<0.1%00.0%UnchangedHistory
RPT Realty74971D101SH BEN INT40$402<0.1%00.0%Unchanged–
STEPStepStone Group Inc.COM CL A16$403<0.1%+7+77.8%AddedHistory
PRMWPrimo Water CorpCOM26$404<0.1%−643−96.1%ReducedHistory
CLMCornerstone Strategic Investment Fund, Inc.COM55$405<0.1%00.0%UnchangedHistory
VALValaris LtdCL A6$406<0.1%00.0%UnchangedHistory
INSWInternational Seaways, Inc.COM11$407<0.1%00.0%UnchangedHistory
HIBBHibbett IncCOM6$409<0.1%00.0%UnchangedHistory
SMCISuper Micro Computer, Inc.COM5$411<0.1%00.0%UnchangedHistory
Cellebrite DI Ltd.M2197Q115*W EXP 08/30/202666$412<0.1%00.0%Unchanged–
KODKEastman Kodak CoCOM NEW137$418<0.1%−500−78.5%ReducedHistory
AVOMission Produce, Inc.COM36$418<0.1%+17+89.5%AddedHistory
INSGInseego Corp.COM500$421<0.1%−12−2.3%ReducedHistory
VBTXVeritex Holdings, Inc.COM15$421<0.1%+15NewHistory
EPRTEssential Properties Realty Trust, Inc.COM18$422<0.1%−433−96.0%ReducedHistory
NFENew Fortress Energy Inc.COM CL A10$424<0.1%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM24$426<0.1%00.0%UnchangedHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK33$427<0.1%+1+3.1%AddedHistory
RENTRent the Runway, Inc.COM CL A140$427<0.1%+140NewHistory
ATENA10 Networks, Inc.Stock26$432<0.1%+9+52.9%AddedHistory
KOSKosmos Energy Ltd.COM68$432<0.1%−24−26.1%ReducedHistory
GSLGlobal Ship Lease, Inc.COM CL A26$433<0.1%−497−95.0%ReducedHistory
Aeva Technologies, Inc.00835Q111*W EXP 03/12/2022,500$434<0.1%00.0%Unchanged–
SBCFSeacoast Banking Corp of FloridaCOM NEW14$437<0.1%00.0%UnchangedHistory
NGVCNatural Grocers by Vitamin Cottage, Inc.COM48$439<0.1%00.0%UnchangedHistory
DGIIDigi International IncCOM12$439<0.1%00.0%UnchangedHistory
GTYGetty Realty CorpCOM13$440<0.1%00.0%UnchangedHistory
OTLYOatly Group ABSPONSORED ADS254$442<0.1%+156+159.2%AddedHistory
BLUEbluebird bio, Inc.COM64$443<0.1%00.0%UnchangedHistory
EDITEditas Medicine, Inc.COM50$444<0.1%00.0%UnchangedHistory
ELMEElme CommunitiesSH BEN INT25$445<0.1%−26−51.0%ReducedHistory
MRSNMersana Therapeutics, Inc.COM78$457<0.1%00.0%UnchangedHistory
CYTKCytokinetics IncCOM NEW10$458<0.1%+10NewHistory
TROXTronox Holdings plcSHS34$466<0.1%−18−34.6%ReducedHistory
Avidity Biosciences, Inc.05370A108COM21$466<0.1%−6−22.2%Reduced–
CYHCommunity Health Systems IncCOM109$471<0.1%+109NewHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF23$473<0.1%−107−82.3%Reduced–
DMDesktop Metal, Inc.COM CL A350$476<0.1%−1,163−76.9%ReducedHistory
Tidal ETF Tr886364736SOFI WEEKLY DIVI10$477<0.1%00.0%Unchanged–
HEI.AHeico CorpCL A4$479<0.1%00.0%UnchangedHistory
CLDTChatham Lodging TrustCOM39$479<0.1%00.0%UnchangedHistory
KYNBKyntra Bio, Inc.COM30$481<0.1%−15−33.3%ReducedHistory
ASTSAST SpaceMobile, Inc.COM CL A100$482<0.1%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD150$483<0.1%+58+63.0%AddedHistory
WDFCWD 40 CoCOM3$484<0.1%+1+50.0%AddedHistory
UCOProShares Trust IIULTA BLMBG 201716$485<0.1%−4,000−99.6%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS17$487<0.1%+17NewHistory
GIPRGeneration Income Properties, Inc.COM NEW102$495<0.1%+2+2.0%AddedHistory
NBISNebius Group N.V.Stock60$499<0.1%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM200$500<0.1%00.0%UnchangedHistory
MNKDMannkind CorpCOM NEW97$511<0.1%00.0%UnchangedHistory

Options (18)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Parallel Advisors, LLC in Q4 2022
SecurityClassPutsCalls
Amazon.com Inc Jan 17 25 USD85 100 Shs6134189DDOptions–$185
Apple Inc Com Jun 16 23 USD145 100 Shs5244489JJOptions$136–
Alphabet Inc Cap STK Jan 17 25 USD90 100 Shs6135909LFOptions–$85
Microsoft Corp Jan 17 25 USD240 100 Shs6136979AWOptions–$72
Call (Googl) Alphabet Inc Cap STK Jun 21 24 USD110 (100 Shs)6047579MIOptions–$48
Amazon.com Inc Jan 17 25 USD95 100 Shs6134189HHOptions–$41
Illumina Inc Com Jan 17 25 USD230 100 Shs6136219WUOptions–$29
Amazon.com Inc Jan 17 25 USD90 100 Shs6134189FFOptions–$26
Call (MSFT) Microsoft Corp Jun 21 24 USD270 (100 Shs)5834369LJOptions–$24
Call (MSFT) Microsoft Corp Jun 21 24 USD265 (100 Shs)5840649DDOptions–$24
Call (MSFT) Microsoft Corp Jun 21 24 USD255 (100 Shs)5840649FFOptions–$24
Call (MSFT) Microsoft Corp Jun 21 24 USD250 (100 Shs)5834369AWOptions–$24
Coupang Inc CL A Jan 17 25 USD15 100 Shs6135019KKOptions–$22
Call (Meli) Mercadolibre Inc Com Jan 19 24 USD800 (100 Shs)5556539AYOptions–$20
Marvell Technology Jan 17 25 USD35 100 Shs6136969BBOptions–$18
Illumina Inc Com Jan 17 25 USD190 100 Shs6136219ICOptions–$17
Call (CPNG) Coupang Inc CL A Jan 19 24 USD15 (100 Shs)5511129DDOptions–$15
Marvell Technology Jan 17 25 USD37.5 100 Shs6136969WWOptions–$9

Sold out since Q3 2022 (297)

Positions held at the end of Q3 2022 that are gone from this filing.

The largest 100 of 297 by value last quarter.

Positions of Parallel Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TWTRTwitter, Inc.COM29,574$1.30M0.1%History
ZENZendesk, Inc.COM7,627$580.0K<0.1%History
NZFNuveen Municipal Credit Income FundCOM SH BEN INT45,901$522.0K<0.1%History
EVBNEvans Bancorp IncCOM NEW6,750$247.0K<0.1%History
iShares Tr46434V696CORE MSCI PAC4,000$192.0K<0.1%–
CTXSCitrix Systems IncCOM1,299$135.0K<0.1%History
Swedish Expt CR Corp870297603ROG AGRI ETN2214,220$129.0K<0.1%–
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD6,600$112.0K<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF2,233$110.0K<0.1%–
DREDuke Realty CorpCOM NEW2,067$100.0K<0.1%History
Listed FD Tr53656F847CORE ALT FD3,370$100.0K<0.1%–
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM4,355$91.0K<0.1%History
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF8,040$86.0K<0.1%History
ECOMChanneladvisor CorpCOM3,676$83.0K<0.1%History
First Tr Exchange Traded FD33738R704RBA INDL ETF1,564$60.0K<0.1%–
SWCHSwitch, Inc.CL A1,680$57.0K<0.1%History
Recharge Acquisition Corp756229209UNIT 99/99/99995,000$51.0K<0.1%–
ABMDAbiomed IncCOM184$45.0K<0.1%History
CLRContinental Resources, IncCOM670$45.0K<0.1%History
IIMInvesco Value Municipal Income TrustCOM3,275$38.0K<0.1%History
NLSNNielsen Holdings plcSHS EUR1,173$33.0K<0.1%History
BlackRock ETF Trust09290C103ISHARES US EQUIT1,169$32.0K<0.1%–
iShares Tr46435G755IBONDS DEC20221,157$30.0K<0.1%–
Exchange Traded Concepts Tru301505707ROBO GLB ETF667$28.0K<0.1%–
Ironsource LtdM5R75Y101CL A ORD SHS8,157$28.0K<0.1%–
SPDR Series Trust78464A201ST STR SP600GRWO400$27.0K<0.1%–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD603$26.0K<0.1%–
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF805$26.0K<0.1%–
Invesco Actively Managed Exc46090A804TOTAL RETURN572$26.0K<0.1%–
YAlleghany CorpCOM31$26.0K<0.1%History
iShares Russell Top 200 Growth ETF464289438ETF210$25.0K<0.1%–
Alps ETF Tr00162Q395OSHARES US SMLCP773$23.0K<0.1%–
DAKTDaktronics IncCOM8,000$22.0K<0.1%History
iShares Tr46429B614MSCI INDIA SM CP400$21.0K<0.1%–
Advisorshares Tr00768Y206DORSEY WRIGT ADR483$21.0K<0.1%–
Fidelity Covington Trust316092857MSCI RL EST ETF891$21.0K<0.1%–
AVLRAvalara, Inc.COM233$21.0K<0.1%History
FSKFS KKR Capital CorpCOM1,006$17.0K<0.1%History
TMXTerminix Global Holdings IncCOM438$17.0K<0.1%History
Flexshares Tr33939L795STOXX GLOBR INF345$16.0K<0.1%–
VanEck ETF Trust92189H300JP MRGAN EM LOC686$16.0K<0.1%–
First Tr Exchange-Traded FD33734H106SHS450$16.0K<0.1%–
Pioneer High Income Tr72369H106COM2,419$16.0K<0.1%–
NIXXNixxy, Inc.COM NEW12,935$16.0K<0.1%History
iShares Future AI & Tech ETF46435U556ETF630$15.0K<0.1%–
BCATBlackRock Capital Allocation Term TrustCOM1,000$14.0K<0.1%History
CHNGChange Healthcare Inc.COM496$14.0K<0.1%History
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER473$14.0K<0.1%–
iShares Inc46434G772MSCI TAIWAN ETF302$13.0K<0.1%–
UVXYProShares Trust IIULTRA VIX SHORT1,000$13.0K<0.1%History
PMOFranklin Municipal Opportunities TrustSH BEN INT1,240$12.0K<0.1%History
VanEck ETF Trust92189Y303BITCOIN STRATEGY655$12.0K<0.1%–
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF201$11.0K<0.1%–
XGNExagen Inc.COM4,213$11.0K<0.1%History
GRVYGRAVITY Co., Ltd.SPONSORED ADS NE208$10.0K<0.1%History
PTLOPortillo's Inc.COM CL A505$10.0K<0.1%History
Nextera Energy Inc65339F770UNIT 99/99/9999191$10.0K<0.1%–
PCKPIMCO California Municipal Income Fund IICOM1,500$10.0K<0.1%History
ProShares Tr74347R131SHRT HGH YIELD500$10.0K<0.1%–
Danaher Corp2358514095% CONV PFD B7$9.00K<0.1%–
PCTPureCycle Technologies, Inc.COM1,000$8.00K<0.1%History
iShares Inc464286350MSCI AGR PRO ETF210$8.00K<0.1%–
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT1,116$8.00K<0.1%History
Exchange Traded Concepts Tr301505723ROBO GBL HLTCR308$8.00K<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW205$7.00K<0.1%–
Broadcom Inc.11135F200COM5$7.00K<0.1%–
ChemoCentryx, Inc.16383L106COM145$7.00K<0.1%–
PG&E Corp69331C140UNIT 99/99/999960$7.00K<0.1%–
BHVNBiohaven Ltd.COM43$7.00K<0.1%History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF305$6.00K<0.1%–
SPDR Series Trust78468R861STATE STRET SPDR317$6.00K<0.1%–
iShares Inc464286343US PWR INFRA ETF265$6.00K<0.1%–
AMSFAmerisafe IncCOM134$6.00K<0.1%History
AES Corp00130H204UNIT 99/99/999965$6.00K<0.1%–
MNRLMNRL Sub Inc.CL A COM258$6.00K<0.1%History
BTGB2GOLD CorpCOM2,015$6.00K<0.1%History
Carnival Corp Ltd.14365C103ADR1,011$6.00K<0.1%–
KKR and Co Inc 6 McOnv PFD C48251W401CONVERTIBLE PREFERRED STOCK116$6.00K<0.1%–
Kraneshares Tr500767835MSCI ALL CHINA348$6.00K<0.1%–
PBTPermian Basin Royalty TrustUNIT BEN INT362$6.00K<0.1%History
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT195$5.00K<0.1%–
SABRSabre CorpCOM896$5.00K<0.1%History
BDX 6 06/01/23 Pfd075887406CONVERTIBLE PREFERRED STOCK108$5.00K<0.1%–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH122$5.00K<0.1%History
iShares Tr46432F859CORE 1 5 YR USD84$4.00K<0.1%–
CHICalamos Convertible Opportunities & Income FundSH BEN INT449$4.00K<0.1%History
SPDR Index Shs FDS78463X756ST MARKE CAP ETF92$4.00K<0.1%–
Barclays Bank PLC06742A669IPATH SHILR CAPE200$4.00K<0.1%–
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A95$4.00K<0.1%History
INDTIndus Realty Trust, Inc.COM73$4.00K<0.1%History
Invesco Exchange Traded FD T46137V670DYNMC OIL GAS982$4.00K<0.1%–
Workday, Inc.98138HAF8NOTE 0.250%10/04,000$4.00K<0.1%–
STRSTR Sub Inc.CLASS A COM162$4.00K<0.1%History
iShares Tr4642881253YRTB ETF47$3.00K<0.1%–
OPYOppenheimer Holdings IncCL A NON VTG104$3.00K<0.1%History
SGSweetgreen, Inc.COM CL A149$3.00K<0.1%History
CVETCovetrus, Inc.COM122$3.00K<0.1%History
Sierra Wireless Inc826516106COM88$3.00K<0.1%–
ARK ETF Tr00214Q807SPACE & DEFENSE150$2.00K<0.1%–
iShares Inc464286210EURO HIGH YIELD42$2.00K<0.1%–