CUSIP 68401U204
OPTIMIZERX CORP
159 institutions · $167.2M total · 13,264,125 shares · OPRX
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1,508,303 | $18.5M | 11.37% | 2025-12-31 |
| 2 | VANGUARD GROUP INC | 1,007,722 | $12.4M | 7.59% | 2025-12-31 |
| 3 | ROYCE & ASSOCIATES LP | 682,030 | $8.4M | 5.14% | 2025-12-31 |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | 673,920 | $8.3M | 5.08% | 2025-12-31 |
| 5 | BlackRock, Inc. | 633,912 | $7.8M | 4.77% | 2025-12-31 |
| 6 | RICE HALL JAMES & ASSOCIATES, LLC | 590,674 | $7.2M | 4.45% | 2025-12-31 |
| 7 | BLAIR WILLIAM & CO/IL | 582,585 | $7.1M | 4.39% | 2025-12-31 |
| 8 | Parkman Healthcare Partners LLC | 538,649 | $6.6M | 4.06% | 2025-12-31 |
| 9 | NEXT CENTURY GROWTH INVESTORS LLC | 505,407 | $6.2M | 3.81% | 2025-12-31 |
| 10 | STATE STREET CORP | 477,531 | $5.9M | 3.60% | 2025-12-31 |
| 11 | DIMENSIONAL FUND ADVISORS LP | 431,835 | $5.3M | 3.25% | 2025-12-31 |
| 12 | Manatuck Hill Partners, LLC | 422,107 | $5.2M | 3.18% | 2025-12-31 |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 344,545 | $4.2M | 2.59% | 2025-12-31 |
| 14 | Invesco Ltd. | 193,615 | $4.0M | 1.45% | 2025-09-30 |
| 15 | G2 Investment Partners Management LLC | 310,000 | $3.8M | 2.33% | 2025-12-31 |
| 16 | Harvest Investment Services, LLC | 167,837 | $3.4M | 1.26% | 2025-09-30 |
| 17 | AWM Investment Company, Inc. | 230,421 | $2.8M | 1.73% | 2025-12-31 |
| 18 | Squarepoint Ops LLC | 206,961 | $2.5M | 1.56% | 2025-12-31 |
| 19 | Balyasny Asset Management L.P. | 156,338 | $2.1M | 1.17% | 2025-06-30 |
| 20 | TANG CAPITAL MANAGEMENT LLC | 100,000 | $2.0M | 0.75% | 2025-09-30 |
| 21 | NORTHERN TRUST CORP | 154,434 | $1.9M | 1.16% | 2025-12-31 |
| 22 | BANK OF AMERICA CORP /DE/ | 81,195 | $1.7M | 0.61% | 2025-12-31 |
| 23 | Informed Momentum Co LLC | 77,087 | $1.6M | 0.58% | 2025-09-30 |
| 24 | Granahan Investment Management, LLC | 117,122 | $1.4M | 0.88% | 2025-12-31 |
| 25 | D. E. Shaw & Co., Inc. | 112,867 | $1.4M | 0.85% | 2025-12-31 |
| 26 | JANUS HENDERSON GROUP PLC | 65,619 | $1.3M | 0.49% | 2025-09-30 |
| 27 | GOLDMAN SACHS GROUP INC | 99,304 | $1.2M | 0.74% | 2025-12-31 |
| 28 | Schonfeld Strategic Advisors LLC | 98,170 | $1.2M | 0.74% | 2025-12-31 |
| 29 | Inspire Investing, LLC | 95,880 | $1.2M | 0.72% | 2025-12-31 |
| 30 | MORGAN STANLEY | 94,196 | $1.2M | 0.71% | 2025-12-31 |
| 31 | Russell Investments Group, Ltd. | 90,443 | $1.1M | 0.68% | 2025-12-31 |
| 32 | CREDIT AGRICOLE S A | 89,200 | $1.1M | 0.67% | 2025-12-31 |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 81,318 | $997.0K | 0.61% | 2025-12-31 |
| 34 | RAYMOND JAMES FINANCIAL INC | 80,606 | $988.2K | 0.60% | 2025-12-31 |
| 35 | AVENIR CORP | 77,260 | $947.2K | 0.58% | 2025-12-31 |
| 36 | BOOTHBAY FUND MANAGEMENT, LLC | 73,488 | $901.0K | 0.55% | 2025-12-31 |
| 37 | LOS ANGELES CAPITAL MANAGEMENT LLC | 44,577 | $874.2K | 0.33% | 2025-12-31 |
| 38 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 69,029 | $846.3K | 0.52% | 2025-12-31 |
| 39 | Calamos Advisors LLC | 59,717 | $732.1K | 0.45% | 2025-12-31 |
| 40 | Qube Research & Technologies Ltd | 59,161 | $725.3K | 0.44% | 2025-12-31 |
| 41 | Bank of New York Mellon Corp | 58,360 | $715.5K | 0.43% | 2025-12-31 |
| 42 | P.A.W. CAPITAL CORP | 55,000 | $674.3K | 0.41% | 2025-12-31 |
| 43 | JANE STREET GROUP, LLC | 54,000 | $662.0K | 0.40% | 2025-12-31 |
| 44 | SEI INVESTMENTS CO | 53,789 | $659.5K | 0.40% | 2025-12-31 |
| 45 | STATE OF WISCONSIN INVESTMENT BOARD | 53,094 | $650.9K | 0.40% | 2025-12-31 |
| 46 | TWO SIGMA INVESTMENTS, LP | 46,181 | $566.2K | 0.34% | 2025-12-31 |
| 47 | MILLENNIUM MANAGEMENT LLC | 43,669 | $535.4K | 0.32% | 2025-12-31 |
| 48 | AMERICAN CENTURY COMPANIES INC | 24,164 | $495.4K | 0.18% | 2025-09-30 |
| 49 | ALLIANCEBERNSTEIN L.P. | 39,850 | $488.6K | 0.30% | 2025-12-31 |
| 50 | VIRTUS ADVISERS, LLC | 22,779 | $467.0K | 0.17% | 2025-12-31 |
| 51 | Sigma Planning Corp | 22,298 | $457.1K | 0.16% | 2025-09-30 |
| 52 | Connor, Clark & Lunn Investment Management Ltd. | 30,944 | $417.7K | 0.23% | 2025-06-30 |
| 53 | BARCLAYS PLC | 30,398 | $410.4K | 0.22% | 2025-12-31 |
| 54 | Diametric Capital, LP | 33,263 | $407.8K | 0.25% | 2025-12-31 |
| 55 | WOLVERINE TRADING, LLC | 19,800 | $406.1K | 0.14% | 2025-09-30 |
| 56 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,900 | $403.4K | 0.24% | 2025-12-31 |
| 57 | Integrated Quantitative Investments LLC | 18,483 | $378.9K | 0.13% | 2025-09-30 |
| 58 | Nuveen, LLC | 29,841 | $365.9K | 0.22% | 2025-12-31 |
| 59 | RENAISSANCE TECHNOLOGIES LLC | 29,578 | $362.6K | 0.22% | 2025-12-31 |
| 60 | CITADEL ADVISORS LLC | 29,000 | $355.5K | 0.21% | 2025-12-31 |
| 61 | Brendel Financial Advisors LLC | 17,054 | $349.6K | 0.12% | 2025-09-30 |
| 62 | XTX Topco Ltd | 25,493 | $344.2K | 0.19% | 2025-06-30 |
| 63 | UBS Group AG | 27,648 | $339.0K | 0.20% | 2025-12-31 |
| 64 | Walleye Capital LLC | 25,108 | $339.0K | 0.18% | 2025-06-30 |
| 65 | RHUMBLINE ADVISERS | 27,451 | $336.5K | 0.20% | 2025-12-31 |
| 66 | Creative Planning | 16,110 | $330.3K | 0.12% | 2025-09-30 |
| 67 | LPL Financial LLC | 26,698 | $327.3K | 0.20% | 2025-12-31 |
| 68 | PRINCIPAL FINANCIAL GROUP INC | 26,597 | $326.1K | 0.20% | 2025-12-31 |
| 69 | TWO SIGMA ADVISERS, LP | 23,023 | $310.8K | 0.17% | 2025-06-30 |
| 70 | AMERIPRISE FINANCIAL INC | 25,351 | $310.8K | 0.19% | 2025-12-31 |
| 71 | CenterBook Partners LP | 25,224 | $309.2K | 0.19% | 2025-12-31 |
| 72 | STRS OHIO | 24,500 | $300.4K | 0.18% | 2025-12-31 |
| 73 | Massar Capital Management, LP | 22,000 | $297.0K | 0.16% | 2025-09-30 |
| 74 | Verition Fund Management LLC | 21,792 | $294.2K | 0.16% | 2025-06-30 |
| 75 | WINTON GROUP Ltd | 21,208 | $286.3K | 0.15% | 2025-06-30 |
| 76 | GWN SECURITIES INC. | 22,358 | $274.1K | 0.16% | 2025-12-31 |
| 77 | PANAGORA ASSET MANAGEMENT INC | 12,709 | $260.5K | 0.09% | 2025-09-30 |
| 78 | Hillsdale Investment Management Inc. | 20,300 | $248.9K | 0.15% | 2025-12-31 |
| 79 | PEAK6 LLC | 11,800 | $241.9K | 0.08% | 2025-09-30 |
| 80 | PRUDENTIAL FINANCIAL INC | 18,795 | $230.4K | 0.14% | 2025-12-31 |
| 81 | Engineers Gate Manager LP | 18,634 | $228.5K | 0.14% | 2025-12-31 |
| 82 | Quantinno Capital Management LP | 17,504 | $214.6K | 0.13% | 2025-12-31 |
| 83 | PERKINS CAPITAL MANAGEMENT INC | 17,408 | $213.4K | 0.13% | 2025-12-31 |
| 84 | WELLS FARGO & COMPANY/MN | 17,283 | $211.9K | 0.13% | 2025-12-31 |
| 85 | WESBANCO BANK INC | 10,000 | $205.0K | 0.07% | 2025-09-30 |
| 86 | CONNORS INVESTOR SERVICES INC | 9,819 | $201.3K | 0.07% | 2025-09-30 |
| 87 | FRANKLIN RESOURCES INC | 16,284 | $199.6K | 0.12% | 2025-12-31 |
| 88 | AQR CAPITAL MANAGEMENT LLC | 14,321 | $175.6K | 0.10% | 2025-12-31 |
| 89 | CANADA PENSION PLAN INVESTMENT BOARD | 13,900 | $170.4K | 0.10% | 2025-12-31 |
| 90 | Campbell & CO Investment Adviser LLC | 12,908 | $158.3K | 0.09% | 2025-12-31 |
| 91 | ExodusPoint Capital Management, LP | 12,252 | $150.2K | 0.09% | 2025-12-31 |
| 92 | DEUTSCHE BANK AG\ | 12,124 | $148.6K | 0.09% | 2025-12-31 |
| 93 | Point72 Asset Management, L.P. | 11,965 | $146.7K | 0.09% | 2025-12-31 |
| 94 | PRELUDE CAPITAL MANAGEMENT, LLC | 11,063 | $135.6K | 0.08% | 2025-12-31 |
| 95 | Worth Venture Partners, LLC | 10,750 | $131.8K | 0.08% | 2025-12-31 |
| 96 | USA FINANCIAL FORMULAS | 6,409 | $131.4K | 0.04% | 2025-09-30 |
| 97 | State of Wyoming | 10,535 | $129.2K | 0.07% | 2025-12-31 |
| 98 | MARSHALL WACE, LLP | 10,525 | $129.0K | 0.07% | 2025-12-31 |
| 99 | Quantbot Technologies LP | 9,847 | $120.7K | 0.07% | 2025-12-31 |
| 100 | MetLife Investment Management, LLC | 9,844 | $120.7K | 0.07% | 2025-12-31 |
| 101 | GROUP ONE TRADING LLC | 8,051 | $98.7K | 0.06% | 2025-12-31 |
| 102 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,356 | $90.2K | 0.05% | 2025-12-31 |
| 103 | JPMORGAN CHASE & CO | 6,311 | $77.4K | 0.04% | 2025-12-31 |
| 104 | MAI Capital Management | 5,700 | $69.9K | 0.04% | 2025-12-31 |
| 105 | FMR LLC | 5,053 | $62.0K | 0.03% | 2025-12-31 |
| 106 | NEW YORK STATE COMMON RETIREMENT FUND | 5,034 | $61.7K | 0.03% | 2025-12-31 |
| 107 | Police & Firemen's Retirement System of New Jersey | 4,583 | $56.2K | 0.03% | 2025-12-31 |
| 108 | BNP PARIBAS FINANCIAL MARKETS | 4,257 | $52.2K | 0.03% | 2025-12-31 |
| 109 | SIMPLEX TRADING, LLC | 4,091 | $50.2K | 0.03% | 2025-12-31 |
| 110 | Global Retirement Partners, LLC | 2,199 | $45.1K | 0.01% | 2025-09-30 |
| 111 | Tower Research Capital LLC (TRC) | 2,147 | $26.3K | 0.01% | 2025-12-31 |
| 112 | NISA INVESTMENT ADVISORS, LLC | 2,121 | $26.0K | 0.01% | 2025-12-31 |
| 113 | Avalon Trust Co | 2,000 | $24.5K | 0.01% | 2025-12-31 |
| 114 | Versant Capital Management, Inc | 1,793 | $22.0K | 0.01% | 2025-12-31 |
| 115 | Legal & General Group Plc | 1,580 | $19.4K | 0.01% | 2025-12-31 |
| 116 | BARD ASSOCIATES INC | 1,480 | $18.1K | 0.01% | 2025-12-31 |
| 117 | Royal Bank of Canada | 1,409 | $17.0K | 0.01% | 2025-12-31 |
| 118 | Ameritas Investment Partners, Inc. | 1,258 | $15.4K | 0.00% | 2025-12-31 |
| 119 | OSAIC HOLDINGS, INC. | 1,227 | $15.0K | 0.00% | 2025-12-31 |
| 120 | Steward Partners Investment Advisory, LLC | 1,000 | $12.3K | 0.00% | 2025-12-31 |
| 121 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 972 | $11.9K | 0.00% | 2025-12-31 |
| 122 | JONES FINANCIAL COMPANIES LLLP | 760 | $9.3K | 0.00% | 2025-12-31 |
| 123 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 639 | $7.8K | 0.00% | 2025-12-31 |
| 124 | MCF Advisors LLC | 631 | $7.7K | 0.00% | 2025-12-31 |
| 125 | GAMMA Investing LLC | 565 | $6.9K | 0.00% | 2025-12-31 |
| 126 | Rise Advisors, LLC | 286 | $5.9K | 0.00% | 2025-09-30 |
| 127 | Compagnie Lombard Odier SCmA | 410 | $5.0K | 0.00% | 2025-12-31 |
| 128 | CITIGROUP INC | 358 | $4.4K | 0.00% | 2025-12-31 |
| 129 | MB, LEVIS & ASSOCIATES, LLC | 200 | $4.1K | 0.00% | 2025-09-30 |
| 130 | SBI Securities Co., Ltd. | 253 | $3.1K | 0.00% | 2025-12-31 |
| 131 | Leonteq Securities AG | 139 | $2.9K | 0.00% | 2025-12-31 |
| 132 | Bullseye Asset Management LLC | 206,527 | $2.5K | 1.55% | 2025-12-31 |
| 133 | Optiver Holding B.V. | 132 | $1.6K | 0.00% | 2025-12-31 |
| 134 | FEDERATED HERMES, INC. | 112 | $1.4K | 0.00% | 2025-12-31 |
| 135 | Sterling Capital Management LLC | 103 | $1.3K | 0.00% | 2025-12-31 |
| 136 | AdvisorNet Financial, Inc | 100 | $1.2K | 0.00% | 2025-12-31 |
| 137 | HighMark Wealth Management LLC | 100 | $1.2K | 0.00% | 2025-12-31 |
| 138 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 100 | $1.2K | 0.00% | 2025-12-31 |
| 139 | Torren Management, LLC | 97 | $1.2K | 0.00% | 2025-12-31 |
| 140 | Arax Advisory Partners | 90 | $1.1K | 0.00% | 2025-12-31 |
| 141 | PNC Financial Services Group, Inc. | 62 | $760 | 0.00% | 2025-12-31 |
| 142 | US BANCORP \DE\ | 21 | $431 | 0.00% | 2025-09-30 |
| 143 | HARBOR CAPITAL ADVISORS, INC. | 24,876 | $305 | 0.18% | 2025-12-31 |
| 144 | Cambridge Investment Research Advisors, Inc. | 12,765 | $262 | 0.09% | 2025-09-30 |
| 145 | EverSource Wealth Advisors, LLC | 20 | $245 | 0.00% | 2025-12-31 |
| 146 | HRT FINANCIAL LP | 17,295 | $212 | 0.13% | 2025-12-31 |
| 147 | IFP Advisors, Inc | 0 | $184 | 0.00% | 2025-12-31 |
| 148 | True Wealth Design, LLC | 14 | $172 | 0.00% | 2025-12-31 |
| 149 | GSA CAPITAL PARTNERS LLP | 12,604 | $155 | 0.09% | 2025-12-31 |
| 150 | Sunbelt Securities, Inc. | 11 | $135 | 0.00% | 2025-12-31 |
| 151 | Farther Finance Advisors, LLC | 10 | $123 | 0.00% | 2025-12-31 |
| 152 | Parallel Advisors, LLC | 5 | $103 | 0.00% | 2025-09-30 |
| 153 | State of Alaska, Department of Revenue | 5,067 | $62 | 0.03% | 2025-12-31 |
| 154 | ROTHSCHILD INVESTMENT LLC | 5 | $61 | 0.00% | 2025-12-31 |
| 155 | Advisory Services Network, LLC | 2 | $41 | 0.00% | 2025-09-30 |
| 156 | Covestor Ltd | 1,914 | $23 | 0.01% | 2025-12-31 |
| 157 | Pinnacle Wealth Planning Services, Inc. | 1 | $12 | 0.00% | 2025-12-31 |
| 158 | CWM, LLC | 683 | $8 | 0.00% | 2025-12-31 |
| 159 | AMALGAMATED BANK | 496 | $6 | 0.00% | 2025-12-31 |