ARDT · Ardent Health, Inc.

$10.81 -0.10 (-0.92%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.52B

141.05M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 139

Total Value: $1,067,530,799

Total Shares: 108,489,068

Showing 1–100 of 141 holdings by value · page 1 of 2

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 139 13F filers · Δ vs Mar 31, 2026

Top Holder

71.2%

−1.1 pts

Top 5

85.2%

−1.2 pts

Top 10

89.8%

−1.0 pts

HHI

5,161

Highly concentrated−154

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +16.7%

Shares held: +1.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid ALGERT GLOBAL LLC	+554,345	597,745
Mega AQR CAPITAL MANAGEMENT LLC	+505,457	1,447,810
Mega BlackRock, Inc.	+418,133	2,176,348
Mega AMERIPRISE FINANCIAL INC	+333,873	2,110,599
Mega AMERICAN CENTURY COMPANIES INC	+254,167	309,359

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid GOLDENTREE ASSET MANAGEMENT LP	−722,690	1,580,423
Large ExodusPoint Capital Management, LP	−641,943	15,960
Mega TWO SIGMA INVESTMENTS, LP	−189,459	56,848
Small SageView Advisory Group, LLC	−160,149	480,447
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC	−89,542	841,126

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega DIMENSIONAL FUND ADVISORS LP	144,712	$1,423,964
Large Point72 Asset Management, L.P.	119,079	$1,171,737
Large Walleye Capital LLC	90,511	$890,628
Large PRUDENTIAL FINANCIAL INC	37,865	$372,591
Small VARCOV Co.	36,015	$354,387

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid MOORE CAPITAL MANAGEMENT, LP	166,412	$1,424,486
Mega Swiss National Bank	55,500	$475,080
Mid Vestcor Inc	48,795	$417,685
Mid Y-Intercept (Hong Kong) Ltd	46,868	$401,190
Mega VICTORY CAPITAL MANAGEMENT INC	34,530	$295,576

Filter: New 23 Increased 67 Reduced 35 Sold out 21 Unchanged 14

Showing 100 of 141

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CHAI TRUST CO LLC

$760,105,550

71.20%

77,246,499

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EGI-AM Investments, L.L.C.	77,246,499	$760,105,550	100.0%	Defined

Ventas, Inc.

$91,930,209

8.61%

9,342,501

BlackRock, Inc.

$21,415,259

2.01%

2,176,348

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	240,976	$2,371,203	11.1%	Sole
BlackRock Asset Management Canada Ltd	33	$324	0.0%	Sole
BlackRock Investment Management, LLC	63,025	$620,166	2.9%	Sole
BLACKROCK ADVISORS LLC	54,965	$540,855	2.5%	Sole
BlackRock Fund Advisors	967,111	$9,516,372	44.4%	Sole
BlackRock Institutional Trust Company, N.A.	766,997	$7,547,250	35.2%	Sole
BlackRock Japan Co. Ltd	465	$4,575	0.0%	Sole
BlackRock Investment Management (UK) Ltd.	7,344	$72,264	0.3%	Sole
Aperio Group, LLC	75,432	$742,250	3.5%	Sole

AMERIPRISE FINANCIAL INC

$20,768,293

1.95%

2,110,599

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC joint	2,110,599	$20,768,293	100.0%	Defined

GOLDENTREE ASSET MANAGEMENT LP

$15,551,362

1.46%

1,580,423

AQR CAPITAL MANAGEMENT LLC

$14,246,448

1.33%

1,447,810

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	91	$895	0.0%	Other
KEB ASSET MANAGEMENT, LLC	54	$531	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	12	$118	0.0%	Other
Prism Planning Partners LLC	183	$1,800	0.0%	Other
Compound Planning, Inc.	55	$541	0.0%	Other
Arax Advisory Partners	6,199	$60,998	0.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	3,343	$32,895	0.2%	Other
Stokes Family Office, LLC	773	$7,606	0.1%	Other
Held directly	1,437,100	$14,141,064	99.3%	Defined

CastleKnight Management LP

$10,597,355

0.99%

1,076,967

VANGUARD CAPITAL MANAGEMENT LLC

$9,484,116

0.89%

963,833

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$8,276,679

0.78%

841,126

GEODE CAPITAL MANAGEMENT, LLC

$6,110,117

0.57%

620,947

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	91,719	$902,514	14.8%	Defined
Held directly	529,228	$5,207,603	85.2%	Defined

ALGERT GLOBAL LLC

$5,881,810

0.55%

597,745

STATE STREET CORP

$5,571,457

0.52%

566,205

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	566,205	$5,571,457	100.0%	Defined

FIRST TRUST ADVISORS LP

$5,532,815

0.52%

562,278

Empowered Funds, LLC

$5,424,723

0.51%

551,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	551,293	$5,424,723	100.0%	Other

SageView Advisory Group, LLC

$4,727,598

0.44%

480,447

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$4,377,776

0.41%

444,896

UBS Group AG

$4,355,370

0.41%

442,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	225,839	$2,222,255	51.0%	Defined
UBS AG	216,780	$2,133,115	49.0%	Defined

BANK OF AMERICA CORP /DE/

$3,839,970

0.36%

390,241

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	334,757	$3,294,008	85.8%	Defined
BOFA SECURITIES, INC.	55,484	$545,962	14.2%	Defined

WEDGE CAPITAL MANAGEMENT L L P/NC

$3,220,061

0.30%

327,242

MORGAN STANLEY

$3,109,043

0.29%

315,960

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,746	$17,180	0.6%	Defined
MORGAN STANLEY & CO. LLC	6,888	$67,777	2.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	245,433	$2,415,060	77.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	30,919	$304,242	9.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	30,974	$304,784	9.8%	Defined

AMERICAN CENTURY COMPANIES INC

$3,044,092

0.29%

309,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	309,359	$3,044,092	100.0%	Defined

GOLDMAN SACHS GROUP INC

$2,995,777

0.28%

304,449

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	234,592	$2,308,385	77.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	69,857	$687,392	22.9%	Defined

JANE STREET GROUP, LLC

$2,955,374

0.28%

300,343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	209,180	$2,058,331	69.6%	Defined
Jane Street Global Trading, LLC	91,163	$897,043	30.4%	Defined

JPMORGAN CHASE & CO

$2,384,516

0.22%

242,329

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	9,765	$96,087	4.0%	Defined
J.P. Morgan Securities LLC	232,115	$2,284,011	95.8%	Defined
J.P. Morgan Securities plc	449	$4,418	0.2%	Defined

Bank of New York Mellon Corp

$2,377,215

0.22%

241,587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	203,934	$2,006,710	84.4%	Defined
The Bank of New York Mellon	37,653	$370,505	15.6%	Defined

NORTHERN TRUST CORP

$2,326,165

0.22%

236,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	232,658	$2,289,354	98.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,741	$36,811	1.6%	Other

DENALI ADVISORS LLC

$2,324,700

0.22%

236,250

ACADIAN ASSET MANAGEMENT LLC

$2,101,302

0.20%

213,547

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	213,547	$2,101,302	100.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$2,048,855

0.19%

208,217

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,968,580

0.18%

200,059

LSV ASSET MANAGEMENT

$1,834,176

0.17%

186,400

STATE OF WISCONSIN INVESTMENT BOARD

$1,637,051

0.15%

166,367

VANGUARD FIDUCIARY TRUST CO

$1,567,029

0.15%

159,251

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,462,361

0.14%

148,614

DIMENSIONAL FUND ADVISORS LP

$1,423,964

0.13%

144,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	2,222	$21,864	1.5%	Defined
Dimensional Ireland Ltd	10,746	$105,740	7.4%	Defined
Held directly	131,744	$1,296,360	91.0%	Sole

Prescott Group Capital Management, L.L.C.

$1,199,742

0.11%

121,925

Point72 Asset Management, L.P.

$1,171,737

0.11%

119,079

CITADEL ADVISORS LLC

$1,116,790

0.10%

113,495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	113,495	$1,116,790	100.0%	Defined

Vanguard Global Advisers, LLC

$1,116,062

0.10%

113,421

JACOBS LEVY EQUITY MANAGEMENT, INC

$1,039,418

0.10%

105,632

D. E. Shaw & Co., Inc.

$1,033,238

0.10%

105,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	62,501	$615,009	59.5%	Defined
D. E. Shaw Investment Management, L.L.C. joint	42,503	$418,229	40.5%	Defined

IEQ CAPITAL, LLC

$907,159

0.08%

92,191

Walleye Capital LLC

$890,628

0.08%

90,511

Susquehanna Portfolio Strategies, LLC

$864,788

0.08%

87,885

FIFTH THIRD BANCORP

$860,143

0.08%

87,413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	87,413	$860,143	100.0%	Defined

Trexquant Investment LP

$830,555

0.08%

84,406

MANGROVE PARTNERS IM, LLC

$806,004

0.08%

81,911

HRT FINANCIAL LP

$771,180

0.07%

78,372

NEW YORK STATE COMMON RETIREMENT FUND

$707,496

0.07%

71,900

STRS OHIO

$700,608

0.07%

71,200

Lido Advisors, LLC

$689,370

0.06%

70,058

BNP PARIBAS ARBITRAGE, SA

$679,658

0.06%

69,071

CITIGROUP INC

$676,154

0.06%

68,715

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,747	$17,190	2.5%	Defined
Citigroup Financial Products Inc. joint	66,968	$658,964	97.5%	Defined

Russell Investments Group, Ltd.

$665,987

0.06%

67,682

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	21,826	$214,767	32.2%	Defined
Russell Investments Capital, LLC joint	28,957	$284,935	42.8%	Other
Russell Investments Limited joint	7,158	$70,434	10.6%	Other
Russell Investments Trust Company joint	9,741	$95,851	14.4%	Other

Invesco Ltd.

$652,026

0.06%

66,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,863	$28,171	4.3%	Defined
Invesco Trust Co joint	9,137	$89,908	13.8%	Defined
Invesco Capital Management LLC	54,263	$533,947	81.9%	Defined

MARTINGALE ASSET MANAGEMENT L P

$608,289

0.06%

61,818

TWO SIGMA INVESTMENTS, LP

$559,384

0.05%

56,848

HSBC HOLDINGS PLC

$543,955

0.05%

55,280

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	55,280	$543,955	100.0%	Defined

Mariner, LLC

$539,566

0.05%

54,834

Creative Planning

$518,380

0.05%

52,681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	471	$4,634	0.9%	Defined
Held directly	52,210	$513,746	99.1%	Sole

VOYA INVESTMENT MANAGEMENT LLC

$473,490

0.04%

48,119

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	48,119	$473,490	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$472,388

0.04%

48,007

Nuveen, LLC

$419,645

0.04%

42,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	10,576	$104,067	24.8%	Defined
TEACHERS ADVISORS, LLC joint	32,071	$315,578	75.2%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$399,936

0.04%

40,644

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	40,644	$399,936	100.0%	Defined

PRUDENTIAL FINANCIAL INC

$372,591

0.03%

37,865

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	37,865	$372,591	100.0%	Defined

Cerity Partners LLC

$359,857

0.03%

36,571

VARCOV Co.

$354,387

0.03%

36,015

Jump Financial, LLC

$353,472

0.03%

35,922

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC	160	$1,574	0.4%	Defined
Leap GP LLC joint	35,762	$351,898	99.6%	Defined

PRELUDE CAPITAL MANAGEMENT, LLC

$347,647

0.03%

35,330

ALLIANCEBERNSTEIN L.P.

$326,688

0.03%

33,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	33,200	$326,688	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$294,196

0.03%

29,898

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	29,898	$294,196	100.0%	Other

RHUMBLINE ADVISERS

$291,096

0.03%

29,583

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$283,224

0.03%

28,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	28,783	$283,224	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$275,500

0.03%

27,998

MIRABELLA FINANCIAL SERVICES LLP

$271,328

0.03%

27,574

Voleon Capital Management LP

$270,659

0.03%

27,506

SEI INVESTMENTS CO

$248,715

0.02%

25,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	25,276	$248,715	100.0%	Sole

AXQ CAPITAL, LP

$246,442

0.02%

25,045

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$245,626

0.02%

24,962

MACKENZIE FINANCIAL CORP

$240,666

0.02%

24,458

ARISTEIA CAPITAL, L.L.C.

$238,009

0.02%

24,188

Balyasny Asset Management L.P.

$230,491

0.02%

23,424

DEUTSCHE BANK AG\

$226,192

0.02%

22,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	22,987	$226,192	100.0%	Defined

State of Wyoming

$218,438

0.02%

22,199

BARCLAYS PLC

$199,938

0.02%

20,319

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	19,774	$194,576	97.3%	Defined
BARCLAYS CAPITAL INC.	545	$5,362	2.7%	Defined

WELLS FARGO & COMPANY/MN

$194,162

0.02%

19,732

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	19,726	$194,103	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	6	$59	0.0%	Defined

XTX Topco Ltd

$171,973

0.02%

17,477

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	17,477	$171,973	100.0%	Defined

Corient Private Wealth LLC

$159,427

0.01%

16,202

ExodusPoint Capital Management, LP

$157,046

0.01%

15,960

CAPTRUST FINANCIAL ADVISORS

$155,934

0.01%

15,847

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$149,568

0.01%

15,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	15,200	$149,568	100.0%	Other

MetLife Investment Management, LLC

$133,873

0.01%

13,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	13,605	$133,873	100.0%	Defined

WINTON GROUP Ltd

$124,161

0.01%

12,618

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$122,016

0.01%

12,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	12,400	$122,016	100.0%	Other

R Squared Ltd

$119,979

0.01%

12,193

CANADA PENSION PLAN INVESTMENT BOARD

$118,080

0.01%

12,000

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$106,734

0.01%

10,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	10,847	$106,734	100.0%	Defined

FOX RUN MANAGEMENT, L.L.C.

$106,399

0.01%

10,813

FMR LLC

$103,320

0.01%

10,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	10,500	$103,320	100.0%	Defined

Abel Hall, LLC

$100,328

0.01%

10,196

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