New Positions
6 managers initiated
Top five by reported value
Forian Inc NASDAQ NMS - GLOBAL MARKET:FORA
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
6 new5 added20 reduced4 exited
Total Institutional Holders
31
as of 2025-12-31
Top Holder
ORACLE INVESTMENT MANAGEMENT INC
$2.9M
Largest QoQ Increase
OpenArc Corporate Advisory, LLC
+81,477 sh
Largest QoQ Decrease
CAPROCK Group, Inc.
-38,398 sh
New Positions(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| OpenArc Corporate Advisory, LLC | 81,477 | +81,477 | $172.7K | +$172.7K | — |
| XTX Topco Ltd | 17,489 | +17,489 | $37.1K | +$37.1K | — |
| Catherine Avery Investment Management LLC | 5,276 | +5,276 | $10.8K | +$10.8K | — |
| Tower Research Capital LLC (TRC) | 1,623 | +1,623 | $3.4K | +$3.4K | — |
| CITIGROUP INC | 4 | +4 | $8 | +$8 | — |
| FMR LLC | 1 | +1 | $2 | +$2 | — |
Added To(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 66,703 | +28,334 | $141.4K | +$55.1K | 73.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 171,285 | +1,564 | $363.2K | -$18.8K | 0.9% |
| Royal Bank of Canada | 3,586 | +3,450 | $8.0K | +$8.0K | 2536.8% |
| JPMORGAN CHASE & CO | 36,009 | +5,500 | $76.3K | +$7.7K | 18.0% |
| BlackRock, Inc. | 81,633 | +1,572 | $173.1K | -$7.1K | 2.0% |
Reduced(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ORACLE INVESTMENT MANAGEMENT INC | 1,366,107 | 0 | $2.9M | -$177.6K | 0.0% |
| STALEY CAPITAL ADVISERS INC | 1,099,600 | 0 | $2.3M | -$142.9K | 0.0% |
| VANGUARD GROUP INC | 743,974 | -16,600 | $1.6M | -$134.1K | -2.2% |
| CAPROCK Group, Inc. | 48,386 | -38,398 | $102.6K | -$68.4K | -44.2% |
| Canton Hathaway, LLC | 44,000 | -19,500 | $93.3K | -$49.7K | -30.7% |
| UBS Group AG | 171 | -13,606 | $362 | -$30.6K | -98.8% |
| RENAISSANCE TECHNOLOGIES LLC | 56,000 | -2,797 | $118.7K | -$13.6K | -4.8% |
| STATE STREET CORP | 53,858 | 0 | $114.2K | -$7.0K | 0.0% |
| Aufman Associates Inc | 52,657 | 0 | $111.6K | -$6.8K | 0.0% |
| GOLDMAN SACHS GROUP INC | 18,541 | -1,840 | $39.3K | -$6.5K | -9.0% |
| NORTHERN TRUST CORP | 34,534 | -706 | $73.2K | -$6.1K | -2.0% |
| Portland Global Advisors LLC | 25,000 | 0 | $53.0K | -$3.3K | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 20,638 | 0 | $43.8K | -$2.7K | 0.0% |
| American Capital Advisory, LLC | 15,000 | 0 | $31.8K | -$1.9K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 68 | -55 | $144 | -$133 | -44.7% |
| GROUP ONE TRADING, L.P. | 500 | 0 | $1.1K | -$65 | 0.0% |
| SBI Securities Co., Ltd. | 100 | 0 | $212 | -$13 | 0.0% |
| BNP PARIBAS ARBITRAGE, SNC | 22 | 0 | $47 | -$3 | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 2 | 0 | $4 | $0 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | 0 | $2 | $0 | 0.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 0 | -15,215 | $0 | -$34.2K | — |
| MAI Capital Management | 0 | -500 | $0 | -$1.1K | — |
| BARCLAYS PLC | 0 | -52 | $0 | -$117 | — |
| HRT FINANCIAL LP | 0 | -10,872 | $0 | -$24 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| ORACLE INVESTMENT MANAGEMENT INC | 1,366,107 | $2.9M | 0 | 0.0% |
| STALEY CAPITAL ADVISERS INC | 1,099,600 | $2.3M | 0 | 0.0% |
| VANGUARD GROUP INC | 743,974 | $1.6M | -16,600 | -2.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 171,285 | $363.2K | +1,564 | 0.9% |
| BlackRock, Inc. | 81,633 | $173.1K | +1,572 | 2.0% |
| OpenArc Corporate Advisory, LLC | 81,477 | $172.7K | +81,477 | — |
| CITADEL ADVISORS LLC | 66,703 | $141.4K | +28,334 | 73.8% |
| RENAISSANCE TECHNOLOGIES LLC | 56,000 | $118.7K | -2,797 | -4.8% |
| STATE STREET CORP | 53,858 | $114.2K | 0 | 0.0% |
| Aufman Associates Inc | 52,657 | $111.6K | 0 | 0.0% |
| CAPROCK Group, Inc. | 48,386 | $102.6K | -38,398 | -44.2% |
| Canton Hathaway, LLC | 44,000 | $93.3K | -19,500 | -30.7% |
| JPMORGAN CHASE & CO | 36,009 | $76.3K | +5,500 | 18.0% |
| NORTHERN TRUST CORP | 34,534 | $73.2K | -706 | -2.0% |
| Portland Global Advisors LLC | 25,000 | $53.0K | 0 | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 20,638 | $43.8K | 0 | 0.0% |
| GOLDMAN SACHS GROUP INC | 18,541 | $39.3K | -1,840 | -9.0% |
| XTX Topco Ltd | 17,489 | $37.1K | +17,489 | — |
| American Capital Advisory, LLC | 15,000 | $31.8K | 0 | 0.0% |
| Catherine Avery Investment Management LLC | 5,276 | $10.8K | +5,276 | — |
New & Closed Positions this quarter
Closed Positions
4 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for FORA against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.