English
Insider transactions
EDGARARDENT HEALTH, INC.
Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.
A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.
Window: transactions dated on or after 2025-11-15.
- Open-market purchases (code P)
- 2 transactions, 21,260 shares
- Sum of shares × price per share: 186,399.8
- Open-market sales (code S)
- 0 transactions, — shares
Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.
Showing 1–35 of 35
| Date | Reporting owner | Code | Acquired or disposed | Shares | Price per share, as filed | Value (derived) | Shares owned after | Direct or indirect | Rule 10b5-1 box | Notes | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-25 Filed 2026-09-29 | Petrovich Stephen C. Officer: EVP, GC and Secretary | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 788 | 10.54 | 8,305.52Derived: shares × price per share. Exact value 8305.52. | 773,919 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-063791 Read from the filing’s XML Dispute this row |
| 2026-09-25 Filed 2026-09-29 | Byers David Raynor Officer: SVP Chief Accounting Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 524 | 10.54 | 5,522.96Derived: shares × price per share. Exact value 5522.96. | 129,921 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-063790 Read from the filing’s XML Dispute this row |
| 2026-09-25 Filed 2026-09-29 | LUMSDAINE ALFRED Officer: Chief Financial Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 3,389 | 10.54 | 35,720.06Derived: shares × price per share. Exact value 35720.06. | 325,794 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-063792 Read from the filing’s XML Dispute this row |
| 2026-07-01 Filed 2026-07-02 | Caspers Dave Director · Officer: CEO and President | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 103,653 | 0 | — | 174,930 | Direct (D) | No | F1
| Open filing 0001628280-26-046788 Read from the filing’s XML Dispute this row |
| 2026-06-05 Filed 2026-06-08 | DeMichiei Robert Director | POpen market or private purchase of non-derivative or derivative security | Acquired (A) | 11,260 | 8.73 | 98,299.8Derived: shares × price per share. Exact value 98299.80. | 35,564 | Direct (D) | No | F1
| Open filing 0001628280-26-041445 Read from the filing’s XML Dispute this row |
| 2026-06-05 Filed 2026-06-08 | LUMSDAINE ALFRED Officer: Chief Financial Officer | POpen market or private purchase of non-derivative or derivative security | Acquired (A) | 10,000 | 8.81 | 88,100Derived: shares × price per share. Exact value 88100.00. | 329,183 | Direct (D) | No | — | Open filing 0001628280-26-041444 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | LUMSDAINE ALFRED Officer: Chief Financial Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 4,381 | 8.67 | 37,983.27Derived: shares × price per share. Exact value 37983.27. | 265,337 | Direct (D) | No | F1, F3
| Open filing 0001628280-26-023205 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | LUMSDAINE ALFRED Officer: Chief Financial Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 53,846 | 0 | — | 319,183 | Direct (D) | No | F4
| Open filing 0001628280-26-023205 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Sotir Mark R Director · Other: Chair of the Board | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 38,709 | Direct (D) | No | F1
| Open filing 0001628280-26-023274 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Bulgarelli Peter J. Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 14,231 | Direct (D) | No | F1
| Open filing 0001628280-26-023276 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | GOODYEAR WILLIAM M Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 115,367 | Direct (D) | No | F1
| Open filing 0001628280-26-023264 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | BYNOE PETER C B Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 115,367 | Direct (D) | No | F1
| Open filing 0001628280-26-023262 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Byers David Raynor Officer: SVP Chief Accounting Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 924 | 8.67 | 8,011.08Derived: shares × price per share. Exact value 8011.08. | 118,907 | Direct (D) | No | F1, F3
| Open filing 0001628280-26-023206 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Byers David Raynor Officer: SVP Chief Accounting Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 11,538 | 0 | — | 130,445 | Direct (D) | No | F4
| Open filing 0001628280-26-023206 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Caspers Dave Officer: Chief Operating Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 2,684 | 8.67 | 23,270.28Derived: shares × price per share. Exact value 23270.28. | 35,604 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-023213 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Caspers Dave Officer: Chief Operating Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 35,673 | 0 | — | 71,277 | Direct (D) | No | F3
| Open filing 0001628280-26-023213 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Robinson Edmondo Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 58,215 | Direct (D) | No | F1
| Open filing 0001628280-26-023268 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | DeMichiei Robert Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 24,304 | Direct (D) | No | F1
| Open filing 0001628280-26-023266 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Webb Robert Thomas Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 78,215 | Direct (D) | No | F1
| Open filing 0001628280-26-023271 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Bonick Martin Director · Officer: President and CEO | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 10,952 | 8.67 | 94,953.84Derived: shares × price per share. Exact value 94953.84. | 1,303,322 | Direct (D) | No | F1, F3
| Open filing 0001628280-26-023203 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Bonick Martin Director · Officer: President and CEO | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 134,615 | 0 | — | 1,437,937 | Direct (D) | No | F4
| Open filing 0001628280-26-023203 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Petrovich Stephen C. Officer: EVP, GC and Secretary | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 1,808 | 8.67 | 15,675.36Derived: shares × price per share. Exact value 15675.36. | 749,803 | Direct (D) | No | F1, F3
| Open filing 0001628280-26-023208 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Petrovich Stephen C. Officer: EVP, GC and Secretary | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 24,904 | 0 | — | 774,707 | Direct (D) | No | F4
| Open filing 0001628280-26-023208 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Havdala Ellen Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 115,367 | Direct (D) | No | F1
| Open filing 0001628280-26-023275 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Campion Suzanne Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 58,215 | Direct (D) | No | F1
| Open filing 0001628280-26-023263 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Sen Rahul Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 14,231 | 0 | — | 38,709 | Direct (D) | No | F1
| Open filing 0001628280-26-023273 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-02 | LUMSDAINE ALFRED Officer: Chief Financial Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 2,510 | 8.56 | 21,485.6Derived: shares × price per share. Exact value 21485.60. | 269,718 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-023205 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-02 | Byers David Raynor Officer: SVP Chief Accounting Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 819 | 8.56 | 7,010.64Derived: shares × price per share. Exact value 7010.64. | 119,831 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-023206 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-02 | Bonick Martin Director · Officer: President and CEO | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 8,026 | 8.56 | 68,702.56Derived: shares × price per share. Exact value 68702.56. | 1,314,274 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-023203 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-02 | Petrovich Stephen C. Officer: EVP, GC and Secretary | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 1,425 | 8.56 | 12,198Derived: shares × price per share. Exact value 12198.00. | 751,611 | Direct (D) | No | F1, F2
| Open filing 0001628280-26-023208 Read from the filing’s XML Dispute this row |
| 2026-03-11 Filed 2026-03-13 | Chernin Ethan Officer: President of Health Services | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 32,408 | 0 | — | 68,396 | Direct (D) | No | F1
| Open filing 0001628280-26-017715 Read from the filing’s XML Dispute this row |
| 2026-03-11 Filed 2026-03-13 | Bonick Martin Director · Officer: President and CEO | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 195,316 | 0 | — | 1,322,300 | Direct (D) | No | F1
| Open filing 0001628280-26-017714 Read from the filing’s XML Dispute this row |
| 2026-03-11 Filed 2026-03-13 | Byers David Raynor Officer: SVP Chief Accounting Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,859 | 0 | — | 120,650 | Direct (D) | No | F1
| Open filing 0001628280-26-017711 Read from the filing’s XML Dispute this row |
| 2026-03-11 Filed 2026-03-13 | Petrovich Stephen C. Officer: EVP, GC and Secretary | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 34,733 | 0 | — | 753,036 | Direct (D) | No | F1
| Open filing 0001628280-26-017719 Read from the filing’s XML Dispute this row |
| 2026-03-11 Filed 2026-03-13 | LUMSDAINE ALFRED Officer: Chief Financial Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 61,081 | 0 | — | 272,228 | Direct (D) | No | F1
| Open filing 0001628280-26-017717 Read from the filing’s XML Dispute this row |
Institutional holders (Form 13F)
Quarter ending 2026-09-30: 7,211 filings read, the latest filed 2026-11-13. Prior quarter ending 2026-06-30: 9,150 filings read.
Showing 1–50 of 101
| Manager | Shares or principal | Value as filed | Change from the prior quarter | Source |
|---|---|---|---|---|
| Ventas, Inc. | 9,342,501 SH | 96,601,460 dollars | Unchanged Prior quarter: 9,342,501 | Open filing 0001104659-26-127206 Filed 2026-11-13 Dispute this row |
| BlackRock, Inc. Partly reported under another manager | 2,267,623 SH | 23,447,221 dollars | Higher by 91,275 Prior quarter: 2,176,348 | Open filing 0002012383-26-003985 Filed 2026-11-13 Dispute this row |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,197,963 SH | 12,386,937 dollars | Higher by 234,130 Prior quarter: 963,833 | Open filing 0002100119-26-001711 Filed 2026-11-13 Dispute this row |
| AMERICAN CENTURY COMPANIES INC Partly reported under another manager | 903,602 SH | 9,343,245 dollars | Higher by 594,243 Prior quarter: 309,359 | Open filing 0000748054-26-000008 Filed 2026-11-12 Dispute this row |
| MORGAN STANLEY Partly reported under another manager | 670,317 SH | 6,931,077 dollars | Higher by 354,357 Prior quarter: 315,960 | Open filing 0000895421-26-000309 Filed 2026-11-13 Dispute this row |
| GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager | 614,192 SH | 6,352,123 dollars | Lower by 6,755 Prior quarter: 620,947 | Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row |
| FIRST TRUST ADVISORS LP | 595,710 SH | 6,159,641 dollars | Higher by 33,432 Prior quarter: 562,278 | Open filing 0001445546-26-008622 Filed 2026-11-12 Dispute this row |
| STATE STREET CORP Partly reported under another manager | 571,904 SH | 5,913,487 dollars | Higher by 5,699 Prior quarter: 566,205 | Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row |
| Empowered Funds, LLC Partly reported under another manager | 556,586 SH | 5,755,099 dollars | Higher by 5,293 Prior quarter: 551,293 | Open filing 0001592828-26-000008 Filed 2026-11-13 Dispute this row |
| DIMENSIONAL FUND ADVISORS LP Partly reported under another manager | 478,718 SH | 4,949,944 dollars | Higher by 334,006 Prior quarter: 144,712 | Open filing 0000354204-26-001096 Filed 2026-11-04 Dispute this row |
| UBS Group AG Partly reported under another manager | 388,036 SH | 4,012,293 dollars | Lower by 54,583 Prior quarter: 442,619 | Open filing 0001610520-26-000121 Filed 2026-11-10 Dispute this row |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 341,788 SH | 3,534,088 dollars | Higher by 14,546 Prior quarter: 327,242 | Open filing 0001015308-26-000008 Filed 2026-10-13 Dispute this row |
| FRANKLIN TEMPLETON INC Partly reported under another manager | 322,619 SH | 4,190,821 dollars | Not in the prior quarter’s filings read | Open filing 0000038777-26-000291 Filed 2026-11-12 Dispute this row |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 315,119 SH | 3,258,330 dollars | Higher by 106,902 Prior quarter: 208,217 | Open filing 0002100121-26-001150 Filed 2026-11-13 Dispute this row |
| ACADIAN ASSET MANAGEMENT LLC Partly reported under another manager | 246,294 SH | 2,537 dollars | Higher by 32,747 Prior quarter: 213,547 | Open filing 0001140361-26-042753 Filed 2026-11-09 Dispute this row |
| JANE STREET GROUP, LLC Partly reported under another manager | 243,339 SH | 2,516,125 dollars | Lower by 57,004 Prior quarter: 300,343 | Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row |
| Bank of New York Mellon Corp Partly reported under another manager | 239,743 SH | 2,478,942 dollars | Lower by 1,844 Prior quarter: 241,587 | Open filing 0001390777-26-000121 Filed 2026-11-05 Dispute this row |
| DENALI ADVISORS LLC | 236,250 SH | 2,442,825 dollars | Unchanged Prior quarter: 236,250 | Open filing 0001398344-26-019999 Filed 2026-11-13 Dispute this row |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Partly reported under another manager | 196,088 SH | 2,027,550 dollars | Higher by 47,474 Prior quarter: 148,614 | Open filing 0001164508-26-000060 Filed 2026-11-13 Dispute this row |
| LSV ASSET MANAGEMENT Partly reported under another manager | 186,400 SH | 1,927 dollars | Unchanged Prior quarter: 186,400 | Open filing 0001050470-26-000015 Filed 2026-11-06 Dispute this row |
| VANGUARD FIDUCIARY TRUST CO | 163,609 SH | 1,691,717 dollars | Higher by 4,358 Prior quarter: 159,251 | Open filing 0000933478-26-000017 Filed 2026-11-13 Dispute this row |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. Partly reported under another manager | 140,505 SH | 1,452,822 dollars | Not in the prior quarter’s filings read | Open filing 0001520354-26-000046 Filed 2026-11-13 Dispute this row |
| JPMORGAN CHASE CO Partly reported under another manager | 128,497 SH | 1,359,498 dollars | Lower by 113,832 Prior quarter: 242,329 | Open filing 0000019617-26-000404 Filed 2026-11-12 Dispute this row |
| IEQ CAPITAL, LLC | 117,691 SH | 1,216,925 dollars | Higher by 25,500 Prior quarter: 92,191 | Open filing 0001779789-26-000005 Filed 2026-11-10 Dispute this row |
| BNP PARIBAS FINANCIAL MARKETS Partly reported under another manager | 115,096 SH | 1,190,093 dollars | Higher by 46,025 Prior quarter: 69,071 | Open filing 0001166588-26-000012 Filed 2026-11-12 Dispute this row |
| FIFTH THIRD BANCORP Partly reported under another manager | 92,186 SH | 953,203 dollars | Higher by 4,773 Prior quarter: 87,413 | Open filing 0001193125-26-449610 Filed 2026-11-05 Dispute this row |
| SummerHaven Investment Management, LLC | 90,726 SH | 938,107 dollars | Not in the prior quarter’s filings read | Open filing 0001420506-26-002336 Filed 2026-10-19 Dispute this row |
| STRS OHIO | 83,800 SH | 866,492 dollars | Higher by 12,600 Prior quarter: 71,200 | Open filing 0000820478-26-000018 Filed 2026-10-30 Dispute this row |
| MARTINGALE ASSET MANAGEMENT L P | 83,588 SH | 864,300 dollars | Higher by 21,770 Prior quarter: 61,818 | Open filing 0000936944-26-000009 Filed 2026-11-12 Dispute this row |
| Mariner, LLC | 71,693 SH | 741,351 dollars | Higher by 16,859 Prior quarter: 54,834 | Open filing 0001580642-26-007648 Filed 2026-11-12 Dispute this row |
| Lido Advisors, LLC | 70,031 SH | 724,121 dollars | Lower by 27 Prior quarter: 70,058 | Open filing 0001172661-26-004854 Filed 2026-11-04 Dispute this row |
| Russell Investments Group, Ltd. Partly reported under another manager | 69,827 SH | 723,731 dollars | Higher by 2,145 Prior quarter: 67,682 | Open filing 0001193125-26-451241 Filed 2026-11-06 Dispute this row |
| Creative Planning Partly reported under another manager | 66,192 SH | 684,425 dollars | Higher by 13,511 Prior quarter: 52,681 | Open filing 0001540235-26-000006 Filed 2026-11-02 Dispute this row |
| Invesco Ltd. Partly reported under another manager | 64,291 SH | 664,768 dollars | Lower by 1,972 Prior quarter: 66,263 | Open filing 0000914208-26-000462 Filed 2026-11-12 Dispute this row |
| CITIGROUP INC Partly reported under another manager | 63,921 SH | 660,944 dollars | Lower by 4,794 Prior quarter: 68,715 | Open filing 0000831001-26-000052 Filed 2026-11-04 Dispute this row |
| Jump Financial, LLC Partly reported under another manager | 63,743 SH | 659,103 dollars | Higher by 27,821 Prior quarter: 35,922 | Open filing 0000905148-26-004786 Filed 2026-11-13 Dispute this row |
| Cerity Partners LLC | 49,610 SH | 512,968 dollars | Higher by 13,039 Prior quarter: 36,571 | Open filing 0001172661-26-005020 Filed 2026-11-13 Dispute this row |
| VOYA INVESTMENT MANAGEMENT LLC Partly reported under another manager | 48,119 SH | 497,550 dollars | Unchanged Prior quarter: 48,119 | Open filing 0001068837-26-000006 Filed 2026-11-10 Dispute this row |
| Nuveen, LLC Partly reported under another manager | 47,599 SH | 492,174 dollars | Higher by 4,952 Prior quarter: 42,647 | Open filing 0000930413-26-003284 Filed 2026-11-10 Dispute this row |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 44,995 SH | 465,249 dollars | Not in the prior quarter’s filings read | Open filing 0001177206-26-000010 Filed 2026-11-12 Dispute this row |
| Quadrature Capital Ltd Partly reported under another manager | 41,542 SH | 429,544 dollars | Not in the prior quarter’s filings read | Open filing 0001651424-26-000014 Filed 2026-11-13 Dispute this row |
| State of Wyoming | 33,469 SH | 346,069 dollars | Higher by 11,270 Prior quarter: 22,199 | Open filing 0001821626-26-000009 Filed 2026-10-28 Dispute this row |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33,435 SH | 370,125 dollars | Higher by 8,473 Prior quarter: 24,962 | Open filing 0001214659-26-012804 Filed 2026-10-13 Dispute this row |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE Partly reported under another manager | 30,029 SH | 310,500 dollars | Higher by 1,246 Prior quarter: 28,783 | Open filing 0001145443-26-000111 Filed 2026-11-13 Dispute this row |
| BARCLAYS PLC Partly reported under another manager | 29,294 SH | 302,900 dollars | Higher by 8,975 Prior quarter: 20,319 | Open filing 0000312069-26-000241 Filed 2026-11-06 Dispute this row |
| RHUMBLINE ADVISERS | 28,219 SH | 291,778 dollars | Lower by 1,364 Prior quarter: 29,583 | Open filing 0001115418-26-000015 Filed 2026-11-10 Dispute this row |
| Sterling Capital Management LLC | 24,655 SH | 254,933 dollars | Higher by 24,180 Prior quarter: 475 | Open filing 0001398344-26-018618 Filed 2026-10-22 Dispute this row |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,346 SH | 316,255 dollars | Not in the prior quarter’s filings read | Open filing 0001423442-26-000004 Filed 2026-11-12 Dispute this row |
| Dynamic Technology Lab Private Ltd | 23,006 SH | 238,000 dollars | Not in the prior quarter’s filings read | Open filing 0001535387-26-000004 Filed 2026-11-13 Dispute this row |
| Vanguard Global Advisers, LLC | 21,159 SH | 218,784 dollars | Lower by 92,262 Prior quarter: 113,421 | Open filing 0001811242-26-000017 Filed 2026-11-13 Dispute this row |
Managers in the prior quarter with no filing read for the latest
They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.
- CHAI TRUST CO LLC 77,246,499 SH
- AMERIPRISE FINANCIAL INC 2,110,599 SH
- GOLDENTREE ASSET MANAGEMENT LP 1,580,423 SH
- AQR CAPITAL MANAGEMENT LLC 1,447,810 SH
- CastleKnight Management LP 1,076,967 SH
- BRIDGEWAY CAPITAL MANAGEMENT, LLC 841,126 SH
- ALGERT GLOBAL LLC 597,745 SH
- SageView Advisory Group, LLC 480,447 SH
- HOTCHKIS WILEY CAPITAL MANAGEMENT LLC 444,896 SH
- BANK OF AMERICA CORP /DE/ 390,241 SH
- GOLDMAN SACHS GROUP INC 304,449 SH
- NORTHERN TRUST CORP 236,399 SH
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC 200,059 SH
- Sixth Street Partners Management Company, L.P. 200,059 SH
- STATE OF WISCONSIN INVESTMENT BOARD 166,367 SH
- Prescott Group Capital Management, L.L.C. 121,925 SH
- Point72 Asset Management, L.P. 119,079 SH
- CITADEL ADVISORS LLC 113,495 SH
- JACOBS LEVY EQUITY MANAGEMENT, INC 105,632 SH
- D. E. Shaw Co., Inc. 105,004 SH
- Walleye Capital LLC 90,511 SH
- Susquehanna Portfolio Strategies, LLC 87,885 SH
- Trexquant Investment LP 84,406 SH
- MANGROVE PARTNERS IM, LLC 81,911 SH
- HRT FINANCIAL LP 78,372 SH
- NEW YORK STATE COMMON RETIREMENT FUND 71,900 SH
- TWO SIGMA INVESTMENTS, LP 56,848 SH
- HSBC HOLDINGS PLC 55,280 SH
- MILLENNIUM MANAGEMENT LLC 48,007 SH
- PRICE T ROWE ASSOCIATES INC /MD/ 40,644 SH
- PRUDENTIAL FINANCIAL INC 37,865 SH
- VARCOV Co. 36,015 SH
- PRELUDE CAPITAL MANAGEMENT, LLC 35,330 SH
- ALLIANCEBERNSTEIN L.P. 33,200 SH
- SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,898 SH
- MERCER GLOBAL ADVISORS INC /ADV 27,998 SH
- MIRABELLA FINANCIAL SERVICES LLP 27,574 SH
- Voleon Capital Management LP 27,506 SH
- MACKENZIE FINANCIAL CORP 24,458 SH
- ARISTEIA CAPITAL, L.L.C. 24,188 SH
- Balyasny Asset Management L.P. 23,424 SH
- WELLS FARGO COMPANY/MN 19,732 SH
- XTX Topco Ltd 17,477 SH
- Corient Private Wealth LP 16,202 SH
- ExodusPoint Capital Management, LP 15,960 SH
- SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,200 SH
- MetLife Investment Management, LLC 13,605 SH
- SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,400 SH
- CANADA PENSION PLAN INVESTMENT BOARD 12,000 SH
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10,847 SH
- Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
- A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
- A change is the difference between two quarter-end snapshots, not a trade.
- A position reported under another manager may also appear in that manager’s filing; rows are not added together.
- Holdings the securities list cannot place with this company, or places ambiguously, are not shown.
5% holders (Schedule 13D and 13G)
Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.
No Schedule 13D or 13G naming this issuer is in the store; this is not a statement that none were filed.
What was read
2,024,280 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.
Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.
| Filing year | Filings read |
|---|---|
| 2015 | 1 |
| 2016 | 204,322 |
| 2017 | 202,494 |
| 2018 | 202,048 |
| 2019 | 193,638 |
| 2020 | 144,184 |
| 2021 | 224,474 |
| 2022 | 40,015 |
| 2023 | 199,811 |
| 2024 | 117,969 |
| 2025 | 235,520 |
| 2026 | 254,026 |
Filings made before the SEC required XML are listed, not extracted.