NEWTOWN, PA
FORIAN INC.FORA— Latest position per institution from SEC 13F filings
15
Institutional holders
5.32M
Total shares held
11.14M
Estimated value
265.85K
Avg. position size
ORACLE INVESTMENT MANAGEMENT INC
CIK 1012622
Shares
1.37M
Value
2.90M
Filed
Dec 31, 2025
STALEY CAPITAL ADVISERS INC
CIK 1106565
Shares
1.10M
Value
2.28M
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
743.97K
Value
1.58M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
654.37K
Value
1.35M
Filed
Mar 31, 2026
ELSER FINANCIAL PLANNING, INC
CIK 2028202
Shares
402.97K
Value
834.15K
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
193.24K
Value
400.10K
Filed
Mar 31, 2026
GREY STREET CAPITAL, LLC
CIK 1967335
Shares
86.78K
Value
288.12K
Filed
Mar 31, 2024
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
84.69K
Value
224.44K
Filed
Jun 30, 2024
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
82.61K
Value
171.01K
Filed
Mar 31, 2026
OPENARC CORPORATE ADVISORY, LLC
CIK 2111345
Shares
81.44K
Value
168.57K
Filed
Mar 31, 2026
VIDENT INVESTMENT ADVISORY, LLC
CIK 1634047
Shares
76.65K
Value
257.00
Filed
Sep 30, 2022
BLACKROCK, INC.
CIK 2012383
Shares
69.73K
Value
144.34K
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
53.86K
Value
111.49K
Filed
Mar 31, 2026
AUFMAN ASSOCIATES INC
CIK 1801573
Shares
52.66K
Value
109K
Filed
Mar 31, 2026
CAPROCK GROUP, LLC
CIK 1610769
Shares
48.39K
Value
100.16K
Filed
Mar 31, 2026
DIVERSIFIED INVESTMENT STRATEGIES, LLC
CIK 1427196
Shares
48K
Value
99.36K
Filed
Mar 31, 2026
CANTON HATHAWAY, LLC
CIK 1755785
Shares
44K
Value
93.28K
Filed
Dec 31, 2025
ERGOTELES LLC
CIK 1569136
Shares
43.47K
Value
118.67K
Filed
Dec 31, 2022
CITADEL ADVISORS LLC
CIK 1423053
Shares
43.15K
Value
89.33K
Filed
Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
41.30K
Value
85.49K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ORACLE INVESTMENT MANAGEMENT INC | 1012622 | 1.37M | 2.90M | Dec 31, 2025 |
| 2 | STALEY CAPITAL ADVISERS INC | 1106565 | 1.10M | 2.28M | Mar 31, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 743.97K | 1.58M | Dec 31, 2025 |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 654.37K | 1.35M | Mar 31, 2026 |
| 5 | ELSER FINANCIAL PLANNING, INC | 2028202 | 402.97K | 834.15K | Mar 31, 2026 |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 193.24K | 400.10K | Mar 31, 2026 |
| 7 | GREY STREET CAPITAL, LLC | 1967335 | 86.78K | 288.12K | Mar 31, 2024 |
| 8 | BLACKROCK FINANCE, INC. | 1364742 | 84.69K | 224.44K | Jun 30, 2024 |
| 9 | VANGUARD FIDUCIARY TRUST CO | 933478 | 82.61K | 171.01K | Mar 31, 2026 |
| 10 | OPENARC CORPORATE ADVISORY, LLC | 2111345 | 81.44K | 168.57K | Mar 31, 2026 |
| 11 | VIDENT INVESTMENT ADVISORY, LLC | 1634047 | 76.65K | 257.00 | Sep 30, 2022 |
| 12 | BLACKROCK, INC. | 2012383 | 69.73K | 144.34K | Mar 31, 2026 |
| 13 | STATE STREET CORP | 93751 | 53.86K | 111.49K | Mar 31, 2026 |
| 14 | AUFMAN ASSOCIATES INC | 1801573 | 52.66K | 109K | Mar 31, 2026 |
| 15 | CAPROCK GROUP, LLC | 1610769 | 48.39K | 100.16K | Mar 31, 2026 |
| 16 | DIVERSIFIED INVESTMENT STRATEGIES, LLC | 1427196 | 48K | 99.36K | Mar 31, 2026 |
| 17 | CANTON HATHAWAY, LLC | 1755785 | 44K | 93.28K | Dec 31, 2025 |
| 18 | ERGOTELES LLC | 1569136 | 43.47K | 118.67K | Dec 31, 2022 |
| 19 | CITADEL ADVISORS LLC | 1423053 | 43.15K | 89.33K | Mar 31, 2026 |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 41.30K | 85.49K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.