Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$222,473
+$6,406 QoQ
Shares Held
807
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,307
of 1,682 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kovack Advisors, Inc. holds $8,209,646 across 7 Healthcare Plans names. CI ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,456 | $4,345,827 | |
| 2 | MOH |
Molina Healthcare, Inc.
|
7,506 | $1,716,622 | |
| 3 | CVS |
CVS HEALTH Corp
|
11,010 | $1,138,984 | |
| 4 | HUM |
Humana Inc
|
935 | $371,400 | |
| 5 | ELV |
Elevance Health, Inc.
|
602 | $232,811 | |
| 6 | CI |
Cigna Group
This page
|
807 | $222,473 | |
| 7 | OSCR |
Oscar Health, Inc.
|
6,365 | $181,529 |
All Filings in CI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,473 | 807 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $216,067 | 810 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $219,908 | 799 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $206,612 | 628 | Shares | Sole | 2025-05-06 | |
| 2024-03-31 | $213,918 | 589 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||