New Positions
4 managers initiated
Top five by reported value
Inspire Veterinary Partners, Inc. OQB:IVPR
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new3 added5 reduced3 exited
Total Institutional Holders
12
as of 2025-12-31
Top Holder
UBS Group AG
$14.9K
Largest QoQ Increase
UBS Group AG
+310,406 sh
Largest QoQ Decrease
DRW Securities, LLC
-95,106 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 296,257 | +296,257 | $14.1K | +$14.1K | — |
| Point72 Asset Management, L.P. | 49,198 | +49,198 | $2.3K | +$2.3K | — |
| Jump Financial, LLC | 29,841 | +29,841 | $1.4K | +$1.4K | — |
| Csenge Advisory Group | 10,000 | +10,000 | $476 | +$476 | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 310,982 | +310,406 | $14.9K | +$14.4K | 53889.9% |
| Tower Research Capital LLC (TRC) | 4,435 | +1,037 | $211 | -$3.1K | 30.5% |
| BANK OF AMERICA CORP /DE/ | 32 | +3 | $2 | -$26 | 10.3% |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 84 | 0 | $3 | -$80 | 0.0% |
| MAI Capital Management | 39 | 0 | $2 | -$37 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 20 | 0 | $1 | -$19 | 0.0% |
| WELLS FARGO & COMPANY/MN | 15 | 0 | $1 | -$14 | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2 | 0 | $0 | -$2 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DRW Securities, LLC | 0 | -95,106 | $0 | -$93.2K | — |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | -10,621 | $0 | -$10.4K | — |
| CITIGROUP INC | 0 | -5,290 | $0 | -$5.2K | — |
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 % |
|---|---|---|---|---|
| UBS Group AG | 310,982 | $14.9K | +310,406 | 53889.9% |
| JANE STREET GROUP, LLC | 296,257 | $14.1K | +296,257 | — |
| Point72 Asset Management, L.P. | 49,198 | $2.3K | +49,198 | — |
| Jump Financial, LLC | 29,841 | $1.4K | +29,841 | — |
| Csenge Advisory Group | 10,000 | $476 | +10,000 | — |
| Tower Research Capital LLC (TRC) | 4,435 | $211 | +1,037 | 30.5% |
| ADVISOR GROUP HOLDINGS, INC. | 84 | $3 | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 32 | $2 | +3 | 10.3% |
| MAI Capital Management | 39 | $2 | 0 | 0.0% |
| WELLS FARGO & COMPANY/MN | 15 | $1 | 0 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 20 | $1 | 0 | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2 | $0 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
- DRW Securities, LLC$93.2K
- GEODE CAPITAL MANAGEMENT, LLC$10.4K
- CITIGROUP INC$5.2K
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 IVPR 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.