Who owns Sanara MedTech (SMTI)
Which tracked institutional funds hold SMTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMTI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SMTI is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMTI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMTI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 72 tracked filers holding SMTI, 46 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMTI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- JACOBS LEVY EQUITY MANAGEMENT, INC$746K
- Walleye Capital LLC$719K
- LOS ANGELES CAPITAL MANAGEMENT LLC$633K
- Evernest Financial Advisors, LLC$606K
Largest adds
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- AQR CAPITAL MANAGEMENT LLC$2M
- BlackRock, Inc.$2M
- GOLDMAN SACHS GROUP INC$1M
- ROYAL BANK OF CANADA$834K
- Stonebridge Wealth Management, LLC$702K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 248,827 | $6M | 12.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 194,897 | $5M | 9.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 130,995 | $3M | 6.3% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 129,452 | $3M | 6.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 112,207 | $3M | 5.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 89,179 | $2M | 4.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 74,198 | $2M | 3.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 67,400 | $2M | 3.2% | 2026-Q2 |
| STATE STREET CORP added | 63,469 | $1M | 3.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 53,811 | $1M | 2.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 50,806 | $1M | 2.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 49,457 | $1M | 2.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 36,813 | $868K | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 36,441 | $860K | 1.8% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 31,644 | $746K | 1.5% | 2026-Q2 |
| Walleye Capital LLC new | 30,465 | $719K | 1.5% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 26,830 | $633K | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 26,027 | $614K | 1.3% | 2026-Q2 |
| Evernest Financial Advisors, LLC new | 25,700 | $606K | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 23,628 | $557K | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 23,417 | $552K | 1.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 23,254 | $550K | 1.1% | 2026-Q2 |
| Baird Financial Group, Inc. | 21,075 | $497K | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 20,400 | $481K | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 19,252 | $455K | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 16,370 | $386K | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 15,945 | $376K | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 14,393 | $340K | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 14,239 | $336K | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 11,101 | $262K | 0.5% | 2026-Q2 |
| Quadrature Capital Ltd added | 10,588 | $250K | 0.5% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 10,134 | $239K | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 10,010 | $236K | 0.5% | 2026-Q2 |
| Trexquant Investment LP new | 9,413 | $222K | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 9,376 | $222K | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 4,143 | $98K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 4,016 | $95K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,000 | $94K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,079 | $73K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,630 | $65K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 2,550 | $60K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,433 | $57K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 2,273 | $54K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,553 | $37K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 1,307 | $31K | 0.1% | 2026-Q2 |
| FMR LLC added | 1,127 | $27K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 976 | $23K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 905 | $21K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 835 | $20K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 783 | $18K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 758 | $18K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 612 | $14K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 356 | $8K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 313 | $7K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 283 | $7K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 188 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 156 | $4K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 154 | $4K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 114 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 82 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 80 | $2K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 67 | $2K | 0.0% | 2026-Q2 |
| Spire Wealth Management new | 60 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 50 | $1K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 43 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 35 | $826 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 12 | $283 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 7 | $166 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 6 | $142 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 1 | $24 | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC new | 1 | $24 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 1 | $24 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC | 17,530 | $301K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd new | 12,602 | $217K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. new | 10,335 | $178K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 1,112 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 12 | $207 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Wealth Preservation Advisors, LLC new | 5 | $86 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 1 | $17 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd trimmed | 0 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 183,137 | $4M | 8.7% | 2025-Q4 stale (2 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC new | 1,284 | $29K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 95 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bank of New York Mellon Corp trimmed | 13,038 | $414K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| STEPHENS INC /AR/ | 12,794 | $406K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC new | 8,288 | $263K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7,100 | $220K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 6,109 | $194K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Point72 Asia (Singapore) Pte. Ltd. new | 365 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Point72 (DIFC) Ltd new | 96 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PNC Financial Services Group, Inc. added | 8 | $254 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SBI Securities Co., Ltd. new | 2 | $63 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,250 | $263K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| MILLENNIUM MANAGEMENT LLC new | 8,266 | $235K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 8,053 | $228K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| LAZARD ASSET MANAGEMENT LLC added | 3,160 | $89K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 52 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NISA INVESTMENT ADVISORS, LLC trimmed | 18 | $511 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.