New Positions
10 managers initiated
Top five by reported value
- Baird Financial Group, Inc.$17.8M
- JANE STREET GROUP, LLC$355.3K
- D. E. Shaw & Co., Inc.$334.0K
- Rockefeller Capital Management L.P.$298.7K
- NewEdge Advisors, LLC$242.6K
Sanara Medtech Inc NASDAQ NMS - GLOBAL MARKET:SMTI
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
10 new22 added19 reduced15 exited
Total Institutional Holders
51
as of 2025-12-31
Top Holder
Baird Financial Group, Inc.
$17.8M
Largest QoQ Increase
Baird Financial Group, Inc.
+760,293 sh
Largest QoQ Decrease
BlackRock, Inc.
-21,414 sh
New Positions(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 760,293 | +760,293 | $17.8M | +$17.8M | — |
| JANE STREET GROUP, LLC | 15,217 | +15,217 | $355.3K | +$355.3K | — |
| D. E. Shaw & Co., Inc. | 14,303 | +14,303 | $334.0K | +$334.0K | — |
| Rockefeller Capital Management L.P. | 12,794 | +12,794 | $298.7K | +$298.7K | — |
| NewEdge Advisors, LLC | 10,389 | +10,389 | $242.6K | +$242.6K | — |
| Allworth Financial LP | 5 | +5 | $117 | +$117 | — |
| IFP Advisors, Inc | 4 | +4 | $110 | +$110 | — |
| ACADIAN ASSET MANAGEMENT LLC | 1,284 | +1,284 | $29 | +$29 | — |
| MAI Capital Management | 1 | +1 | $24 | +$24 | — |
| True Wealth Design, LLC | 1 | +1 | $24 | +$24 | — |
Added To(22)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 183,137 | +1,105 | $4.3M | -$1.5M | 0.6% |
| Royal Bank of Canada | 117,643 | +53,385 | $2.7M | +$844.0K | 83.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 79,049 | +546 | $1.8M | -$645.2K | 0.7% |
| STATE STREET CORP | 62,289 | +690 | $1.5M | -$500.1K | 1.1% |
| Stonebridge Wealth Management, LLC | 134,934 | +20,353 | $3.2M | -$484.9K | 17.8% |
| Squarepoint Ops LLC | 48,953 | +17,570 | $1.1M | +$147.3K | 56.0% |
| UBS Group AG | 9,551 | +5,834 | $223.0K | +$105.1K | 156.9% |
| MORGAN STANLEY | 28,227 | +10,210 | $659.1K | +$87.4K | 56.7% |
| BNP PARIBAS ARBITRAGE, SNC | 4,349 | +2,845 | $101.5K | +$53.8K | 189.2% |
| DEUTSCHE BANK AG\ | 3,985 | +2,515 | $93.0K | +$46.4K | 171.1% |
| FMR LLC | 1,630 | +1,363 | $38.1K | +$29.6K | 510.5% |
| SALEM INVESTMENT COUNSELORS INC | 10,897 | +2,182 | $254.4K | -$22.1K | 25.0% |
| WELLS FARGO & COMPANY/MN | 3,322 | +1,457 | $77.6K | +$18.4K | 78.1% |
| BANK OF AMERICA CORP /DE/ | 3,716 | +535 | $86.8K | -$14.2K | 16.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,448 | +44 | $33.8K | -$10.7K | 3.1% |
| BARCLAYS PLC | 8,853 | +1,103 | $251.3K | +$5.4K | 14.2% |
| CITIGROUP INC | 412 | +259 | $9.6K | +$4.8K | 169.3% |
| Tower Research Capital LLC (TRC) | 619 | +252 | $14.5K | +$2.8K | 68.7% |
| Russell Investments Group, Ltd. | 265 | +13 | $6.2K | -$1.8K | 5.2% |
| Sterling Capital Management LLC | 20 | +13 | $467 | +$245 | 185.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 8,698 | +2,100 | $204 | -$6 | 31.8% |
| CWM, LLC | 155 | +70 | $4 | +$1 | 82.3% |
Reduced(19)
Sold Out(15)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Nuveen, LLC | 0 | -20,752 | $0 | -$658.5K | — |
| HSBC HOLDINGS PLC | 0 | -15,878 | $0 | -$496.6K | — |
| Bank of New York Mellon Corp | 0 | -13,038 | $0 | -$413.7K | — |
| STEPHENS INC /AR/ | 0 | -12,794 | $0 | -$406.0K | — |
| GOLDMAN SACHS GROUP INC | 0 | -9,623 | $0 | -$305.3K | — |
| Cubist Systematic Strategies, LLC | 0 | -8,288 | $0 | -$263.0K | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | -7,100 | $0 | -$220.5K | — |
| Wealthspire Advisors, LLC | 0 | -6,109 | $0 | -$193.8K | — |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | -365 | $0 | -$11.6K | — |
| Point72 (DIFC) Ltd | 0 | -96 | $0 | -$3.0K | — |
| GAMMA Investing LLC | 0 | -11 | $0 | -$349 | — |
| PNC Financial Services Group, Inc. | 0 | -8 | $0 | -$254 | — |
| Sunbelt Securities, Inc. | 0 | -2 | $0 | -$63 | — |
| SBI Securities Co., Ltd. | 0 | -2 | $0 | -$63 | — |
| SRS Capital Advisors, Inc. | 0 | -1 | $0 | -$31 | — |
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 % |
|---|---|---|---|---|
| Baird Financial Group, Inc. | 760,293 | $17.8M | +760,293 | — |
| BlackRock, Inc. | 213,874 | $5.0M | -21,414 | -9.1% |
| VANGUARD GROUP INC | 183,137 | $4.3M | +1,105 | 0.6% |
| Stonebridge Wealth Management, LLC | 134,934 | $3.2M | +20,353 | 17.8% |
| Royal Bank of Canada | 117,643 | $2.7M | +53,385 | 83.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 79,049 | $1.8M | +546 | 0.7% |
| STATE STREET CORP | 62,289 | $1.5M | +690 | 1.1% |
| Squarepoint Ops LLC | 48,953 | $1.1M | +17,570 | 56.0% |
| MARSHALL WACE, LLP | 48,611 | $1.1M | -17,462 | -26.4% |
| RENAISSANCE TECHNOLOGIES LLC | 37,602 | $878.0K | -4,098 | -9.8% |
| NORTHERN TRUST CORP | 32,065 | $748.7K | -1,773 | -5.2% |
| MORGAN STANLEY | 28,227 | $659.1K | +10,210 | 56.7% |
| JANE STREET GROUP, LLC | 15,217 | $355.3K | +15,217 | — |
| D. E. Shaw & Co., Inc. | 14,303 | $334.0K | +14,303 | — |
| DIMENSIONAL FUND ADVISORS LP | 13,154 | $307.1K | -11,304 | -46.2% |
| Rockefeller Capital Management L.P. | 12,794 | $298.7K | +12,794 | — |
| SALEM INVESTMENT COUNSELORS INC | 10,897 | $254.4K | +2,182 | 25.0% |
| BARCLAYS PLC | 8,853 | $251.3K | +1,103 | 14.2% |
| NewEdge Advisors, LLC | 10,389 | $242.6K | +10,389 | — |
| CITADEL ADVISORS LLC | 10,148 | $237.0K | -8,906 | -46.7% |
New & Closed Positions this quarter
Closed Positions
15 managers exited
Top five by prior-quarter value
- Nuveen, LLC$658.5K
- HSBC HOLDINGS PLC$496.6K
- Bank of New York Mellon Corp$413.7K
- STEPHENS INC /AR/$406.0K
- GOLDMAN SACHS GROUP INC$305.3K
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 SMTI 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.