Companies / OptimizeRx Corp / Institutional holders

OptimizeRx Corp

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
Pinnacle Wealth Planning Services, Inc.	$6	1	0.00%
AMALGAMATED BANK	$6	496	0.00%
CWM, LLC	$8	683	0.00%
Covestor Ltd	$23	1,914	0.01%
IFP Advisors, Inc	$25	2	0.00%
ROTHSCHILD INVESTMENT LLC	$61	5	0.00%
State of Alaska, Department of Revenue	$63	10,067	0.05%
Farther Finance Advisors, LLC	$123	10	0.00%
Sunbelt Securities, Inc.	$135	11	0.00%
GSA CAPITAL PARTNERS LLP	$155	12,604	0.07%
True Wealth Design, LLC	$172	14	0.00%
HRT FINANCIAL LP	$212	17,295	0.09%
HARBOR CAPITAL ADVISORS, INC.	$305	24,876	0.13%
EverSource Wealth Advisors, LLC	$355	29	0.00%
North Star Investment Management Corporation	$446	71	0.00%
Sterling Capital Management LLC	$647	103	0.00%
Federated Hermes Inc	$703	112	0.00%
Arax Advisory Partners	$1.1K	90	0.00%
Torren Management, LLC	$1.2K	97	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.2K	100	0.00%
HighMark Wealth Management LLC	$1.2K	100	0.00%
AdvisorNet Financial, Inc	$1.2K	100	0.00%
Optiver Holding B.V.	$1.6K	132	0.00%
Leonteq Securities AG	$1.7K	139	0.00%
Royal Bank of Canada	$2.0K	262	0.00%
Bullseye Asset Management LLC	$2.5K	206,527	1.10%
SBI Securities Co., Ltd.	$3.1K	253	0.00%
CITIGROUP INC	$4.4K	358	0.00%
Compagnie Lombard Odier SCmA	$5.0K	410	0.00%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$5.4K	855	0.00%
GAMMA Investing LLC	$6.9K	565	0.00%
MCF Advisors LLC	$7.7K	631	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$7.8K	639	0.00%
Ameritas Investment Partners, Inc.	$7.9K	1,258	0.01%
Bard Associates, Inc.	$9.3K	1,480	0.01%
JONES FINANCIAL COMPANIES LLLP	$9.3K	760	0.00%
The PNC Financial Services Group, Inc.	$11.6K	2,031	0.01%
Steward Partners Investment Advisory, LLC	$12.3K	1,000	0.01%
OSAIC HOLDINGS, INC.	$15.0K	1,227	0.01%
Legal & General Group Plc	$19.4K	1,580	0.01%
Versant Capital Management, Inc	$22.0K	1,793	0.01%
Avalon Trust Co	$24.5K	2,000	0.01%
NISA INVESTMENT ADVISORS, LLC	$26.0K	2,121	0.01%
Tower Research Capital LLC (TRC)	$26.3K	2,147	0.01%
BNP PARIBAS FINANCIAL MARKETS	$26.6K	4,243	0.02%
MAI Capital Management	$40.1K	6,386	0.03%
SIMPLEX TRADING, LLC	$50.2K	4,091	0.02%
Police & Firemen's Retirement System of New Jersey	$56.2K	4,583	0.02%
NEW YORK STATE COMMON RETIREMENT FUND	$61.7K	5,034	0.03%
FMR LLC	$68.5K	5,591	0.03%