SMTI · Sanara MedTech Inc.

$34.68 -0.12 (-0.34%)

Russell 2000 member Rebalance outlook locked

Market Cap

$320.39M

9.19M

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.

Quarter:

Holders: 75

Total Value: $42,110,598

Total Shares: 1,785,106

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 75 13F filers · Δ vs Mar 31, 2026

Top Holder

13.9%

−1.4 pts

Top 5

45.7%

−3.4 pts

Top 10

65.2%

−5.2 pts

HHI

590

Broadly held−80

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +9

Institutional value: +64.2%

Shares held: +19.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AQR CAPITAL MANAGEMENT LLC	+72,269	112,207
Mega GOLDMAN SACHS GROUP INC	+52,613	74,198
Mega VANGUARD CAPITAL MANAGEMENT LLC	+43,530	194,897
Mega BlackRock, Inc.	+20,060	248,827
Mega JANE STREET GROUP, LLC	+12,222	50,806

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large MARSHALL WACE, LLP	−26,825	49,457
Large Squarepoint Ops LLC	−19,796	53,811
Mega BNP PARIBAS ARBITRAGE, SA	−13,459	14,239
Mid SALEM INVESTMENT COUNSELORS INC	−9,066	10,134
Micro Stonebridge Wealth Management, LLC	−7,447	129,452

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large JACOBS LEVY EQUITY MANAGEMENT, INC	31,644	$746,481
Large Walleye Capital LLC	30,465	$718,669
Large LOS ANGELES CAPITAL MANAGEMENT LLC	26,830	$632,919
Small Evernest Financial Advisors, LLC	25,700	$606,263
Mega BANK OF AMERICA CORP /DE/	15,945	$376,142

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid XTX Topco Ltd	12,602	$216,502
Large Point72 Asset Management, L.P.	10,335	$177,555
Large CWM, LLC	1,112	$19,104
Large MAI Capital Management	12	$206
Small Wealth Preservation Advisors, LLC	5	$85

Filter: New 15 Increased 33 Reduced 15 Sold out 6 Unchanged 12

Showing 75 of 75

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$5,869,826

13.94%

248,827

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	42,404	$1,000,310	17.0%	Sole
BlackRock Investment Management, LLC	9,318	$219,811	3.7%	Sole
BLACKROCK ADVISORS LLC	6,239	$147,178	2.5%	Sole
BlackRock Fund Advisors	117,922	$2,781,779	47.4%	Sole
BlackRock Institutional Trust Company, N.A.	72,944	$1,720,748	29.3%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$4,597,620

10.92%

194,897

ROYAL BANK OF CANADA

$3,090,170

7.34%

130,995

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

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	108	$2,547	0.1%	Defined
RBC Capital Markets, LLC	117,250	$2,765,927	89.5%	Defined
RBC Trust Co (Delaware) Ltd	13,636	$321,673	10.4%	Defined
Held directly	1	$23	0.0%	Sole

Stonebridge Wealth Management, LLC

$3,053,772

7.25%

129,452

AQR CAPITAL MANAGEMENT LLC

$2,646,960

6.29%

112,207

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

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	30	$707	0.0%	Other
Compound Planning, Inc.	1	$23	0.0%	Other
Arax Advisory Partners	1,317	$31,068	1.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	363	$8,563	0.3%	Other
Stokes Family Office, LLC	186	$4,387	0.2%	Other
Held directly	110,310	$2,602,212	98.3%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$2,103,732

5.00%

89,179

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	12,985	$306,316	14.6%	Defined
Held directly	76,194	$1,797,416	85.4%	Defined

GOLDMAN SACHS GROUP INC

$1,750,330

4.16%

74,198

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	60,996	$1,438,895	82.2%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	13,202	$311,435	17.8%	Defined

RENAISSANCE TECHNOLOGIES LLC

$1,589,966

3.78%

67,400

STATE STREET CORP

$1,497,233

3.56%

63,469

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	63,469	$1,497,233	100.0%	Defined

Squarepoint Ops LLC

$1,269,401

3.01%

53,811

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

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	53,811	$1,269,401	100.0%	Defined

JANE STREET GROUP, LLC

$1,198,513

2.85%

50,806

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	33,689	$794,723	66.3%	Defined
Jane Street Global Trading, LLC	17,117	$403,790	33.7%	Defined

MARSHALL WACE, LLP

$1,166,689

2.77%

49,457

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

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	49,457	$1,166,689	100.0%	Other

CITADEL ADVISORS LLC

$868,418

2.06%

36,813

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	20,363	$480,363	55.3%	Defined
Held directly	16,450	$388,055	44.7%	Defined

NORTHERN TRUST CORP

$859,642

2.04%

36,441

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	36,006	$849,381	98.8%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	435	$10,261	1.2%	Other

JACOBS LEVY EQUITY MANAGEMENT, INC

$746,481

1.77%

31,644

Walleye Capital LLC

$718,669

1.71%

30,465

LOS ANGELES CAPITAL MANAGEMENT LLC

$632,919

1.50%

26,830

VANGUARD FIDUCIARY TRUST CO

$613,976

1.46%

26,027

Evernest Financial Advisors, LLC

$606,263

1.44%

25,700

MORGAN STANLEY

$557,383

1.32%

23,628

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

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	860	$20,287	3.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	20,091	$473,946	85.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,600	$61,334	11.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	77	$1,816	0.3%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$552,407

1.31%

23,417

HSBC HOLDINGS PLC

$548,561

1.30%

23,254

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

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	23,254	$548,561	100.0%	Defined

Baird Financial Group, Inc.

$497,159

1.18%

21,075

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

Manager	Shares	Value (USD)	% of position	Discretion
BAIRD TRUST Co	21,075	$497,159	100.0%	Defined

Qube Research & Technologies Ltd

$481,236

1.14%

20,400

PRICE T ROWE ASSOCIATES INC /MD/

$454,154

1.08%

19,252

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	19,252	$454,154	100.0%	Defined

Janney Montgomery Scott LLC

$413,532

0.98%

17,530

D. E. Shaw & Co., Inc.

$386,168

0.92%

16,370

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

Manager	Shares	Value (USD)	% of position	Discretion
D. E. Shaw Investment Management, L.L.C. joint	16,370	$386,168	100.0%	Defined

BANK OF AMERICA CORP /DE/

$376,142

0.89%

15,945

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	15,945	$376,142	100.0%	Defined

Rockefeller Capital Management L.P.

$339,530

0.81%

14,393

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	14,393	$339,530	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$335,898

0.80%

14,239

Nuveen, LLC

$261,870

0.62%

11,101

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	5,015	$118,303	45.2%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	549	$12,950	4.9%	Defined
TEACHERS ADVISORS, LLC joint	5,537	$130,617	49.9%	Defined

Quadrature Capital Ltd

$249,770

0.59%

10,588

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

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	10,588	$249,770	100.0%	Other

SALEM INVESTMENT COUNSELORS INC

$239,061

0.57%

10,134

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$236,135

0.56%

10,010

Trexquant Investment LP

$222,052

0.53%

9,413

DIMENSIONAL FUND ADVISORS LP

$221,179

0.53%

9,376

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

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	492	$11,606	5.2%	Defined
Held directly	8,884	$209,573	94.8%	Sole

DEUTSCHE BANK AG\

$97,733

0.23%

4,143

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

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	102	$2,406	2.5%	Defined
DWS Investments UK Ltd	4,041	$95,327	97.5%	Defined

CITIGROUP INC

$94,737

0.22%

4,016

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

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,016	$94,737	100.0%	Defined

HARBOUR INVESTMENTS, INC.

$94,360

0.22%

4,000

WELLS FARGO & COMPANY/MN

$72,633

0.17%

3,079

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	3,079	$72,633	100.0%	Defined

JPMORGAN CHASE & CO

$62,040

0.15%

2,630

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.	1,398	$32,978	53.2%	Defined
J.P. Morgan Investment Management Inc.	1,078	$25,430	41.0%	Defined
J.P. Morgan Securities LLC	62	$1,462	2.4%	Defined
J.P. Morgan Securities plc	92	$2,170	3.5%	Defined

RHUMBLINE ADVISERS

$60,154

0.14%

2,550

NEW YORK STATE COMMON RETIREMENT FUND

$57,394

0.14%

2,433

BARCLAYS PLC

$53,619

0.13%

2,273

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

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	2,091	$49,326	92.0%	Defined
BARCLAYS CAPITAL INC.	182	$4,293	8.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$36,635

0.09%

1,553

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	1,553	$36,635	100.0%	Defined

Arax Advisory Partners

$30,832

0.07%

1,307

FMR LLC

$26,585

0.06%

1,127

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	1,127	$26,585	100.0%	Defined

Russell Investments Group, Ltd.

$23,023

0.05%

976

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	976	$23,023	100.0%	Defined

Vanguard Global Advisers, LLC

$21,348

0.05%

905

Tower Research Capital LLC (TRC)

$19,697

0.05%

835

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

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	835	$19,697	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$18,470

0.04%

783

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

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	783	$18,470	100.0%	Defined

NewEdge Advisors, LLC

$17,881

0.04%

758

ACTION POINT FINANCIAL PLANNING, LLC

$14,437

0.03%

612

Integrated Wealth Concepts LLC

$8,775

0.02%

372

UBS Group AG

$8,397

0.02%

356

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	344	$8,114	96.6%	Defined
UBS Securities LLC	12	$283	3.4%	Defined

Ameritas Investment Partners, Inc.

$7,383

0.02%

313

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

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	313	$7,383	100.0%	Other

Legal & General Group Plc

$6,675

0.02%

283

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

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	283	$6,675	100.0%	Defined

OSAIC HOLDINGS, INC.

$4,434

0.01%

188

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	188	$4,434	100.0%	Defined

Allworth Financial LP

$3,680

0.01%

156

EverSource Wealth Advisors, LLC

$3,631

0.01%

154

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

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	18	$424	11.7%	Sole
Held directly	136	$3,207	88.3%	Sole

Essential Partners LLC

$2,689

0.01%

114

IFP Advisors, Inc

$1,934

0.00%

GAMMA Investing LLC

$1,887

0.00%

True Wealth Design, LLC

$1,580

0.00%

Spire Wealth Management

$1,415

0.00%

Farther Finance Advisors, LLC

$1,179

0.00%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,014

0.00%

ROTHSCHILD INVESTMENT LLC

$825

0.00%

Sterling Capital Management LLC

$283

0.00%

SJS Investment Consulting Inc.

$165

0.00%

Optiver Holding B.V.

$141

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	6	$141	100.0%	Defined

Covestor Ltd

$47

0.00%

JPL Wealth Management, LLC

$23

0.00%

Clearstead Advisors, LLC

$23

0.00%

Wealth Enhancement Trust Services, Inc.

$23

0.00%

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	12,602	$216,502	100.0%	Defined

Key facts CIK 714256 CUSIP 79957L100 13F (30d) 60 filings 60 filers Visit website Investor relations