AI Holders Summary · Q4 2025

31 institutions reported FORA in Q4 2025. ORACLE INVESTMENT MANAGEMENT INC leads at 34.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

ORACLE INVESTMENT MANAGEMENT INC

CIK 0001012622

$3M1.4M1.72%Q4 2025 02

STALEY CAPITAL ADVISERS INC

CIK 0001106565

$2M1.1M0.10%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M654K0.00%Q1 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$400K193K0.00%Q1 2026 05

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$171K83K0.00%Q1 2026 06

OpenArc Corporate Advisory, LLC

CIK 0002111345

$169K81K0.00%Q1 2026 07

BlackRock, Inc.

CIK 0002012383

$144K70K0.00%Q1 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$141K67K0.00%Q4 2025 09

STATE STREET CORP

CIK 0000093751

$111K54K0.00%Q1 2026 10

Aufman Associates Inc

CIK 0001801573

$109K53K0.05%Q1 2026 11

Caprock Group, LLC

CIK 0001610769

$100K48K0.00%Q1 2026 12

Diversified Investment Strategies, LLC

CIK 0001427196

$99K48K0.06%Q1 2026 13

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$85K41K0.00%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$71K35K0.00%Q1 2026 15

JPMORGAN CHASE & CO

CIK 0000019617

$68K33K0.00%Q1 2026 16

Portland Global Advisors LLC

CIK 0001504941

$52K25K0.01%Q1 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$40K19K0.00%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$39K19K0.00%Q1 2026 19

American Capital Advisory, LLC

CIK 0002018007

$31K15K0.01%Q1 2026 20

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$14K7K0.00%Q1 2026

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