DaveManuel.com · Institutional Ownership · Who Owns It
SANARA MEDTECH INC (SMTI)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
74
Reporting holders
$42.1M
Reported value
19.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+9
Holder change
Institutions report 1,784,734 shares against 9,188,035 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $5.9M | 248,827 | 0.00% | 8q | +8.8%+$473.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.6M | 194,897 | 0.00% | 2q | +28.8%+$1.0M |
| ROYAL BANK OF CANADA | $3.1M | 130,995 | 0.00% | 13q | HELD |
| Stonebridge Wealth Management, LLC | $3.1M | 129,452 | 2.73% | 5q | -5.4%-$175.7K |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 112,207 | 0.00% | 2q | +181.0%+$1.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.1M | 89,179 | 0.00% | 22q | +4.1%+$83.0K |
| GOLDMAN SACHS GROUP INC | $1.8M | 74,198 | 0.00% | 2q | +243.7%+$1.2M |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 67,400 | 0.00% | 12q | +4.2%+$64.2K |
| STATE STREET CORP | $1.5M | 63,469 | 0.00% | 16q | +1.2%+$18.4K |
| Squarepoint Ops LLC | $1.3M | 53,811 | 0.00% | 8q | -26.9%-$467.0K |
| JANE STREET GROUP, LLC | $1.2M | 50,806 | 0.00% | 3q | +31.7%+$288.3K |
| MARSHALL WACE, LLP | $1.2M | 49,457 | 0.00% | 7q | -35.2%-$632.8K |
| CITADEL ADVISORS LLC | $868.4K | 36,813 | 0.00% | 8q | +18.3%+$134.5K |
| NORTHERN TRUST CORP | $859.6K | 36,441 | 0.00% | 15q | +9.6%+$75.1K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $746.5K | 31,644 | 0.00% | new | NEW |
| Walleye Capital LLC | $718.7K | 30,465 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $632.9K | 26,830 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $614.0K | 26,027 | 0.00% | 2q | +2.6%+$15.4K |
| Evernest Financial Advisors, LLC | $606.3K | 25,700 | 0.13% | new | NEW |
| MORGAN STANLEY | $557.4K | 23,628 | 0.00% | 21q | +20.3%+$94.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $552.4K | 23,417 | 0.00% | 2q | +29.2%+$124.7K |
| HSBC HOLDINGS PLC | $549.7K | 23,254 | 0.00% | 5q | +34.5%+$141.2K |
| Baird Financial Group, Inc. | $497.2K | 21,075 | 0.00% | 3q | HELD |
| Qube Research & Technologies Ltd | $481.2K | 20,400 | 0.00% | 2q | -22.8%-$141.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $455.0K | 19,252 | 0.00% | 4q | +76.7%+$197.4K |
| Janney Montgomery Scott LLC | $414.0K | 17,530 | 0.00% | 13q | HELD |
| D. E. Shaw & Co., Inc. | $386.2K | 16,370 | 0.00% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $376.1K | 15,945 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $339.5K | 14,393 | 0.00% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $335.9K | 14,239 | 0.00% | 7q | -48.6%-$317.5K |
| Nuveen, LLC | $261.9K | 11,101 | 0.00% | 2q | -27.0%-$96.9K |
| Quadrature Capital Ltd | $249.8K | 10,588 | 0.00% | 2q | +4.1%+$9.8K |
| SALEM INVESTMENT COUNSELORS INC | $239.1K | 10,134 | 0.01% | 22q | -47.2%-$213.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $236.1K | 10,010 | 0.00% | new | NEW |
| Trexquant Investment LP | $222.1K | 9,413 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $221.7K | 9,376 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $97.7K | 4,143 | 0.00% | 13q | +4.0%+$3.7K |
| CITIGROUP INC | $94.7K | 4,016 | 0.00% | 16q | +591.2%+$81.0K |
| HARBOUR INVESTMENTS, INC. | $94.4K | 4,000 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $72.6K | 3,079 | 0.00% | 16q | +179.4%+$46.6K |
| JPMORGAN CHASE & CO | $64.6K | 2,630 | 0.00% | 14q | -58.2%-$90.0K |
| RHUMBLINE ADVISERS | $60.1K | 2,550 | 0.00% | 13q | +17.5%+$9.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $57.4K | 2,433 | 0.00% | 20q | HELD |
| BARCLAYS PLC | $53.6K | 2,273 | 0.00% | 13q | +8.0%+$4.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $36.6K | 1,553 | 0.00% | 9q | +4.8%+$1.7K |
| Arax Advisory Partners | $30.8K | 1,307 | 0.00% | new | NEW |
| FMR LLC | $26.6K | 1,127 | 0.00% | 12q | +26.3%+$5.5K |
| Russell Investments Group, Ltd. | $23.0K | 976 | 0.00% | 4q | +268.3%+$16.8K |
| Vanguard Global Advisers, LLC | $21.3K | 905 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $19.7K | 835 | 0.00% | 20q | -7.3%-$1.6K |
| Police & Firemen's Retirement System of New Jersey | $18.5K | 783 | 0.00% | 6q | HELD |
| NewEdge Advisors, LLC | $17.9K | 758 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $14.4K | 612 | 0.00% | new | NEW |
| UBS Group AG | $8.4K | 356 | 0.00% | 17q | -89.2%-$69.1K |
| Ameritas Investment Partners, Inc. | $7.4K | 313 | 0.00% | 13q | HELD |
| Legal & General Group Plc | $6.7K | 283 | 0.00% | 13q | HELD |
| OSAIC HOLDINGS, INC. | $4.4K | 188 | 0.00% | 23q | HELD |
| Allworth Financial LP | $3.7K | 156 | 0.00% | 3q | +262.8%+$2.7K |
| EverSource Wealth Advisors, LLC | $3.6K | 154 | 0.00% | 7q | +63.8%+$1.4K |
| Essential Partners LLC | $2.7K | 114 | 0.00% | 5q | -47.7%-$2.5K |
| IFP Advisors, Inc | $1.9K | 82 | 0.00% | 5q | +290.5%+$1.4K |
| GAMMA Investing LLC | $1.9K | 80 | 0.00% | 2q | HELD |
| True Wealth Design, LLC | $1.6K | 67 | 0.00% | 3q | +252.6%+$1.1K |
| Spire Wealth Management | $1.4K | 60 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.2K | 50 | 0.00% | 2q | +284.6% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.0K | 43 | 0.00% | 13q | -73.9%-$2.9K |
| ROTHSCHILD INVESTMENT LLC | $826 | 35 | 0.00% | 2q | +288.9% |
| Sterling Capital Management LLC | $283 | 12 | 0.00% | 8q | -40.0% |
| SJS Investment Consulting Inc. | $166 | 7 | 0.00% | 2q | +600.0% |
| Optiver Holding B.V. | $142 | 6 | 0.00% | 4q | -84.2% |
| Clearstead Advisors, LLC | $24 | 1 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $24 | 1 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $24 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 2 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-11 | 2026-07-29 | Material agreement entered | filing |
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 | 14 | $11.1M | 314,765 | 7 | 2 | 4 | 0.0% |
| Q2 2026 | 74 | $42.1M | 1,784,734 | 15 | 31 | 14 | 0.0% |
| Q1 2026 | 65 | $25.6M | 1,492,662 | 14 | 26 | 14 | 0.0% |
| Q4 2025 | 53 | $45.6M | 1,950,562 | 9 | 23 | 13 | 0.0% |
| Q3 2025 | 58 | $36.4M | 1,148,741 | 12 | 11 | 22 | 0.0% |
| Q2 2025 | 53 | $32.3M | 1,138,863 | 8 | 16 | 19 | 0.0% |
| Q1 2025 | 48 | $28.3M | 916,312 | 3 | 11 | 18 | 0.0% |
| Q4 2024 | 50 | $31.6M | 952,804 | 10 | 22 | 3 | 0.0% |
| Q3 2024 | 42 | $24.6M | 814,417 | 7 | 14 | 9 | 0.0% |
| Q2 2024 | 38 | $20.7M | 732,187 | 2 | 14 | 9 | 0.0% |
| Q1 2024 | 41 | $25.8M | 697,655 | 0 | 12 | 20 | 0.0% |
| Q4 2023 | 46 | $28.7M | 698,272 | 4 | 21 | 11 | 0.0% |
| Q3 2023 | 42 | $19.8M | 633,817 | 4 | 11 | 14 | 0.0% |
| Q2 2023 | 47 | $26.7M | 666,943 | 19 | 12 | 8 | 0.0% |
| Q1 2023 | 35 | $19.1M | 462,617 | 7 | 16 | 4 | 0.0% |
| Q4 2022 | 31 | $17.4M | 381,841 | 7 | 10 | 4 | 0.0% |
| Q3 2022 | 27 | $9.9M | 334,850 | 8 | 3 | 6 | 0.0% |
| Q2 2022 | 19 | $5.4M | 261,205 | 2 | 3 | 4 | 0.0% |
| Q1 2022 | 19 | $7.8M | 275,332 | 0 | 5 | 6 | 0.0% |
| Q4 2021 | 22 | $10.7M | 358,827 | 3 | 9 | 3 | 0.0% |
| Q3 2021 | 23 | $13.1M | 382,430 | 6 | 5 | 6 | 0.0% |
| Q2 2021 | 19 | $9.7M | 268,945 | 8 | 6 | 1 | 0.0% |
| Q1 2021 | 19 | $17.2M | 557,420 | 11 | 4 | 1 | 0.0% |
| Q4 2020 | 14 | $5.2M | 104,642 | 14 | 0 | 0 | 0.0% |