SANARA MEDTECH INC (SMTI)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
74
Reporting holders
$41.5M
Reported value
19.2%
Of shares outstanding
0.0%
Held as options
+12
Holder change
Institutions report 1,760,263 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| Sixth Street Partners Management Company, L.P. | $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 | +39.7%+$20.6K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $46.5K | 1,972 | 0.00% | new | NEW |
| 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% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $14.4K | 612 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $8.8K | 372 | 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% |
| ROTHSCHILD INVESTMENT LLC | $826 | 35 | 0.00% | 2q | +288.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $455 | 19,252 | 0.00% | 4q | +76.7% |
| Janney Montgomery Scott LLC | $414 | 17,530 | 0.00% | 13q | HELD |
| 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 |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Tall Pines Capital, LLCwith 1 co-filers | 0.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $41.5M | 1,760,263 | 19 | 30 | 13 | 0.0% |
| Q1 2026 | 62 | $25.2M | 1,464,569 | 14 | 25 | 13 | 0.0% |
| Q4 2025 | 48 | $44.9M | 1,922,800 | 8 | 21 | 11 | 0.0% |
| Q3 2025 | 54 | $35.6M | 1,121,900 | 11 | 10 | 21 | 0.0% |
| Q2 2025 | 48 | $31.3M | 1,102,456 | 6 | 16 | 17 | 0.0% |
| Q1 2025 | 44 | $27.5M | 889,795 | 3 | 10 | 17 | 0.0% |
| Q4 2024 | 45 | $30.5M | 920,070 | 7 | 22 | 2 | 0.0% |
| Q3 2024 | 39 | $23.4M | 773,842 | 7 | 13 | 8 | 0.0% |
| Q2 2024 | 35 | $18.9M | 671,239 | 2 | 12 | 9 | 0.0% |
| Q1 2024 | 35 | $24.4M | 658,304 | 0 | 10 | 16 | 0.0% |
| Q4 2023 | 40 | $27.2M | 662,567 | 3 | 18 | 10 | 0.0% |
| Q3 2023 | 37 | $19.0M | 609,382 | 2 | 10 | 13 | 0.0% |
| Q2 2023 | 43 | $26.0M | 648,609 | 15 | 12 | 8 | 0.0% |
| Q1 2023 | 31 | $16.8M | 407,295 | 6 | 15 | 3 | 0.0% |
| Q4 2022 | 25 | $15.0M | 328,820 | 4 | 8 | 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% |