DaveManuel.com · Institutional Ownership · Who Owns It
ALPHA TAU MEDICAL LTD (DRTS)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
76
Reporting holders
$113.3M
Reported value
8.4%
Calls
3.1%
Puts
+22
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gem Investment Advisors, LLC | $18.0M | 1,434,476 | 11.06% | 3q | +1161.2%+$16.6M |
| HighTower Advisors, LLC | $11.0M | 874,994 | 0.01% | 11q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $9.7M | 773,481 | 0.13% | new | NEW |
| Aquamarine Financial (Cayman) Ltd | $9.1M | 721,501 | 0.50% | 2q | HELD |
| Pier Capital, LLC | $8.7M | 691,939 | 1.15% | new | NEW |
| UBS Group AG | $8.1M | 642,263 | 0.00% | 8q | +124.0%+$4.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M incl. $4.9M options CALL+PUT | 54,767 | 0.00% | 2q | +67.3%+$2.2M |
| Apella Capital, LLC | $4.9M | 382,284 | 0.07% | 3q | HELD |
| CITADEL ADVISORS LLC | $4.7M incl. $3.9M options CALL+PUT | 61,559 | 0.00% | 6q | +73.9%+$2.0M |
| ARK Investment Management LLC | $3.5M | 277,086 | 0.02% | 2q | -5.2%-$189.3K |
| POLEN CAPITAL MANAGEMENT LLC | $2.8M | 220,751 | 0.02% | new | NEW |
| JANE STREET GROUP, LLC | $2.6M incl. $1.5M options CALL+PUT | 91,145 | 0.00% | 2q | +20.7%+$447.9K |
| Focus Partners Wealth | $2.3M | 184,726 | 0.00% | 3q | +472.5%+$1.9M |
| Mariner, LLC | $2.1M | 167,086 | 0.00% | 11q | +14.1%+$260.3K |
| Daytona Street Capital LLC | $1.8M | 146,106 | 1.33% | 3q | HELD |
| NorthCoast Asset Management LLC | $1.7M | 135,017 | 0.04% | 10q | -8.2%-$152.5K |
| LEVIN CAPITAL STRATEGIES, L.P. | $1.6M | 128,594 | 0.11% | 13q | +20.8%+$278.9K |
| SIMPLEX TRADING, LLC | $1.4M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $1.3M | 105,850 | 0.00% | 5q | +114.7%+$711.4K |
| GROUP ONE TRADING LLC | $920.9K CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| Dauntless Investment Group, LLC | $769.9K | 61,200 | 0.60% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $671.8K | 53,399 | 0.00% | 17q | HELD |
| IMC-Chicago, LLC | $600.5K incl. $444.1K options CALL+PUT | 12,434 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $598.6K | 47,583 | 0.00% | 11q | HELD |
| Scientech Research LLC | $575.6K | 45,752 | 0.47% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $574.8K | 45,695 | 0.01% | new | NEW |
| Concentric Capital Strategies, LP | $554.5K | 44,077 | 0.03% | new | NEW |
| MORGAN STANLEY | $532.8K | 42,354 | 0.00% | 18q | +73.1%+$225.0K |
| Cerity Partners LLC | $513.4K | 40,809 | 0.00% | 2q | +27.5%+$110.7K |
| SATOVSKY ASSET MANAGEMENT LLC | $460.9K | 36,636 | 0.07% | 11q | -10.0%-$51.2K |
| NORTHERN TRUST CORP | $419.3K | 33,333 | 0.00% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $358.0K | 28,400 | 0.00% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $330.4K | 26,264 | 0.00% | 2q | +40.6%+$95.4K |
| Tidal Investments LLC | $310.2K | 24,657 | 0.00% | 2q | -1.7%-$5.5K |
| Squarepoint Ops LLC | $259.8K | 20,655 | 0.00% | new | NEW |
| WOODSTOCK CORP | $259.3K | 20,609 | 0.02% | 2q | HELD |
| Aptus Capital Advisors, LLC | $251.6K | 20,000 | 0.00% | 10q | HELD |
| Financial Guidance Group, Inc. | $251.6K | 20,000 | 0.09% | 16q | HELD |
| BANK OF AMERICA CORP /DE/ | $248.7K | 19,770 | 0.00% | 15q | -52.2%-$272.0K |
| Summit Financial, LLC | $246.2K | 19,570 | 0.00% | 4q | -34.8%-$131.2K |
| Engineers Gate Manager LP | $245.3K | 19,499 | 0.00% | new | NEW |
| Catalyst Funds Management Pty Ltd | $207.6K | 16,500 | 0.01% | new | NEW |
| Corient Private Wealth LP | $201.7K | 16,036 | 0.00% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $188.7K | 15,000 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $182.0K | 14,500 | 0.00% | new | NEW |
| XTX Topco Ltd | $180.4K | 14,340 | 0.00% | 2q | -24.6%-$58.9K |
| TWO SIGMA INVESTMENTS, LP | $169.9K | 13,505 | 0.00% | new | NEW |
| Waterloo Capital, L.P. | $144.7K | 11,500 | 0.01% | new | NEW |
| Equitable Holdings, Inc. | $125.8K | 10,000 | 0.00% | 6q | HELD |
| Opal Wealth Advisors, LLC | $125.8K | 10,000 | 0.03% | 15q | HELD |
| Everhart Financial Group, Inc. | $125.8K | 10,000 | 0.01% | new | NEW |
| Quantbot Technologies LP | $114.8K | 9,127 | 0.00% | new | NEW |
| Trifecta Capital Advisors, LLC | $110.1K | 8,750 | 0.01% | 3q | -9.8%-$12.0K |
| BNP PARIBAS FINANCIAL MARKETS | $92.6K | 7,360 | 0.00% | new | NEW |
| Tower View Wealth Management LLC | $70.0K | 5,566 | 0.03% | 16q | HELD |
| BlackRock, Inc. | $59.0K | 4,692 | 0.00% | 2q | -11.1%-$7.4K |
| BESSEMER GROUP INC | $47.0K | 3,720 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $41.5K | 3,300 | 0.00% | 14q | HELD |
| TD Waterhouse Canada Inc. | $32.4K | 2,568 | 0.00% | 4q | HELD |
| Caitlin John, LLC | $26.4K | 2,101 | 0.01% | 3q | +19.0%+$4.2K |
| ROYAL BANK OF CANADA | $21.0K | 1,600 | 0.00% | 2q | +60.0%+$7.9K |
| Institute for Wealth Management, LLC. | $21.0K | 1,668 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $20.6K | 1,640 | 0.00% | 2q | +100.0%+$10.3K |
| Altshuler Shaham Ltd | $18.9K | 1,500 | 0.00% | 4q | -34.8%-$10.1K |
| JONES FINANCIAL COMPANIES LLLP | $15.8K | 1,456 | 0.00% | 4q | +264.0%+$11.5K |
| CITIGROUP INC | $13.6K | 1,079 | 0.00% | 3q | +115.8%+$7.3K |
| Private Wealth Management Group, LLC | $9.5K | 752 | 0.00% | 2q | HELD |
| EFG International AG | $8.8K | 700 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $6.9K | 550 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $5.9K | 470 | 0.00% | 9q | +67.9%+$2.4K |
| State of Wyoming | $5.0K | 398 | 0.00% | new | NEW |
| Stone House Investment Management, LLC | $4.0K | 318 | 0.00% | new | NEW |
| BARCLAYS PLC | $2.9K | 233 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.3K | 100 | 0.00% | new | NEW |
| Quarry LP | $654 | 52 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $0 | 40 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-03 | Levy Raphi | Chief Financial Officer | Sold | 32,500 | $352.1K ×2 |
| 2026-08-11 | Levy Raphi | Chief Financial Officer | Sold | 17,730 | $248.3K |
| 2026-06-30 | Levy Raphi | Chief Financial Officer | Sold | 20,000 | $240.0K |
| 2026-07-02 | Levy Raphi | Chief Financial Officer | Sold | 17,873 | $232.4K |
| 2026-06-25 | Levy Raphi | Chief Financial Officer | Sold | 20,000 | $220.0K ×2 |
| 2026-06-23 | Levy Raphi | Chief Financial Officer | Sold | 17,500 | $167.1K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $8.4M | 580,278 | 6 | 0 | 2 | 0.0% |
| Q2 2026 | 76 | $113.3M | 7,967,442 | 30 | 18 | 10 | 11.5% |
| Q1 2026 | 54 | $30.7M | 4,060,861 | 21 | 8 | 14 | 5.4% |
| Q4 2025 | 36 | $12.1M | 2,413,239 | 8 | 5 | 8 | 1.1% |
| Q3 2025 | 31 | $8.3M | 1,832,497 | 9 | 7 | 4 | 0.0% |
| Q2 2025 | 24 | $5.0M | 1,586,693 | 3 | 7 | 4 | 0.0% |
| Q1 2025 | 23 | $2.9M | 1,172,124 | 5 | 3 | 4 | 0.0% |
| Q4 2024 | 21 | $3.0M | 976,001 | 0 | 4 | 3 | 0.0% |
| Q3 2024 | 22 | $2.2M | 935,855 | 4 | 1 | 2 | 0.0% |
| Q2 2024 | 23 | $3.3M | 1,284,640 | 2 | 7 | 6 | 0.0% |
| Q1 2024 | 26 | $7.2M | 2,432,673 | 4 | 2 | 5 | 0.0% |
| Q4 2023 | 25 | $6.4M | 2,133,486 | 7 | 4 | 1 | 0.0% |
| Q3 2023 | 22 | $3.6M | 962,784 | 3 | 3 | 1 | 0.0% |
| Q2 2023 | 19 | $4.1M | 936,349 | 6 | 3 | 1 | 0.0% |
| Q1 2023 | 16 | $2.9M | 1,014,132 | 4 | 4 | 2 | 0.0% |
| Q4 2022 | 13 | $1.7M | 533,823 | 4 | 2 | 2 | 0.0% |
| Q3 2022 | 15 | $4.0M | 686,488 | 7 | 3 | 4 | 0.0% |
| Q2 2022 | 13 | $5.9M | 653,675 | 7 | 3 | 2 | 0.0% |
| Q1 2022 | 11 | $5.3M | 447,472 | 11 | 0 | 0 | 0.0% |