Filing Research | OPCH - OPTION CARE HEALTH INC Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	1.9MSH	$39.7M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.4MSH	$28.4M
3	RIVERBRIDGE PARTNERS LLC	Shares	650.6KSH	$13.6M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	190.3KSH	$4.0M
5	Fideuram Asset Management (Ireland) dac	Shares	111.4KSH	$2.8M
6	Y-Intercept (Hong Kong) Ltd	Shares	132.3KSH	$2.8M
7	ISTHMUS PARTNERS, LLC	Shares	122.7KSH	$2.6M
8	JOHNSON INVESTMENT COUNSEL INC	Shares	74.7KSH	$1.6M
9	Merit Financial Group, LLC	Shares	56.4KSH	$1.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	47.1KSH	$987.5K
11	Louisiana State Employees Retirement System	Shares	45.9KSH	$962.5K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	45.0KSH	$943.8K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	37.6KSH	$788.3K
14	SHEETS SMITH WEALTH MANAGEMENT	Shares	30.1KSH	$631.2K
15	Assenagon Asset Management S.A.	Shares	28.4KSH	$596.6K
16	DRIVE WEALTH MANAGEMENT, LLC	Shares	27.8KSH	$582.3K
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	26.4KSH	$553.2K
18	Crossmark Global Holdings, Inc.	Shares	17.9KSH	$374.6K
19	Central Pacific Bank - Trust Division	Shares	13.8KSH	$290.0K
20	JAMES INVESTMENT RESEARCH, INC.	Shares	13.1KSH	$274.6K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.5KSH	$270.3K
22	SECURIAN ASSET MANAGEMENT, INC	Shares	11.6KSH	$251.7K
23	Wedmont Private Capital	Shares	11.6KSH	$249.5K
24	VAQUERO PRIVATE WEALTH, LTD	Shares	10.0KSH	$209.7K
25	Blue Trust, Inc.	Shares	9.5KSH	$199.8K
26	China Universal Asset Management Co., Ltd.	Shares	3.6KSH	$75.5K
27	Cornerstone National Bank & Trust Co	Shares	3.0KSH	$63.1K
28	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.3KSH	$48.0K
29	GAMMA Investing LLC	Shares	1.8KSH	$37.6K
30	ELEVATION WEALTH PARTNERS, LLC	Shares	677SH	$14.2K
31	EverSource Wealth Advisors, LLC	Shares	675SH	$14.2K
32	MassMutual Private Wealth & Trust, FSB	Shares	503SH	$10.5K
33	CoreCap Advisors, LLC	Shares	321SH	$6.7K
34	IFP Advisors, Inc	Shares	254SH	$5.3K
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	232SH	$4.9K
36	Farther Finance Advisors, LLC	Shares	187SH	$3.9K
37	SJS Investment Consulting Inc.	Shares	173SH	$3.6K
38	Cedar Mountain Advisors, LLC	Shares	172SH	$3.6K
39	Versant Capital Management, Inc	Shares	151SH	$3.2K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	145SH	$3.1K
41	SIGNATUREFD, LLC	Shares	145SH	$3.0K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	99.8KSH	$2.1K
43	FIRST HORIZON CORP	Shares	74SH	$1.6K
44	AMALGAMATED BANK	Shares	66.7KSH	$1.4K
45	High Note Wealth, LLC	Shares	63SH	$1.3K
46	Handelsbanken Fonder AB	Shares	50.9KSH	$1.1K
47	JFS WEALTH ADVISORS, LLC	Shares	42SH	$881
48	Sachetta, LLC	Shares	39SH	$818
49	State of Alaska, Department of Revenue	Shares	25.8KSH	$539
50	Creative Capital Management Investments LLC	Shares	25SH	$524

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Manager changes2026-06-30 vs 2026-03-31

50 / 67 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+106.9K	+$2.1M	$2.8M
2	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+27.8K	+$582.3K	$582.3K
3	Fideuram Asset Management (Ireland) dac added	Shares	+48.4K	+$560.9K	$2.8M
4	Wedmont Private Capital new	Shares	+11.6K	+$249.5K	$249.5K
5	Merit Financial Group, LLC added	Shares	+17.3K	+$128.9K	$1.2M
6	Crossmark Global Holdings, Inc. added	Shares	+7.2K	+$86.7K	$374.6K
7	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+2.3K	+$48.0K	$48.0K
8	China Universal Asset Management Co., Ltd. added	Shares	+2.0K	+$32.4K	$75.5K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.6K	+$24.4K	$270.3K
10	ELEVATION WEALTH PARTNERS, LLC new	Shares	+677	+$14.2K	$14.2K
11	CoreCap Advisors, LLC new	Shares	+321	+$6.7K	$6.7K
12	MassMutual Private Wealth & Trust, FSB added	Shares	+223	+$3.0K	$10.5K
13	SJS Investment Consulting Inc. added	Shares	+148	+$3.0K	$3.6K
14	IFP Advisors, Inc added	Shares	+157	+$2.7K	$5.3K
15	High Note Wealth, LLC new	Shares	+63	+$1.3K	$1.3K
16	Creative Capital Management Investments LLC new	Shares	+25	+$524	$524
17	WEBSTER BANK, N. A. new	Shares	+20	+$419	$419
18	True Wealth Design, LLC new	Shares	+13	+$273	$273
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+37	+$190	$3.1K
20	Activest Wealth Management new	Shares	+1	+$21	$21
21	SBI Securities Co., Ltd. unchanged	Shares	0	-$95	$336
22	3 FACTOR INDEXING, LLC exited	Shares	-4	-$108	$0
23	TFC Financial Management, Inc. exited	Shares	-4	-$108	$0
24	State of Alaska, Department of Revenue trimmed	Shares	-513	-$168	$539
25	Vermillion Wealth Management, Inc. exited	Shares	-8	-$215	$0
26	Handelsbanken Fonder AB trimmed	Shares	-2.7K	-$376	$1.1K
27	DiNuzzo Private Wealth, Inc. trimmed	Shares	-13	-$421	$252
28	FIRST HORIZON CORP unchanged	Shares	0	-$440	$1.6K
29	AMALGAMATED BANK trimmed	Shares	-1.9K	-$449	$1.4K
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.4K	-$449	$2.1K
31	Physician Wealth Advisors, Inc. exited	Shares	-20	-$539	$0
32	Sachetta, LLC trimmed	Shares	-14	-$609	$818
33	Versant Capital Management, Inc added	Shares	+4	-$791	$3.2K
34	Hughes Financial Services, LLC trimmed	Shares	-33	-$959	$252
35	Rachor Investment Advisory Services, LLC exited	Shares	-37	-$997	$0
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.0K	$3.6K
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$1.4K	$4.9K
38	JFS WEALTH ADVISORS, LLC trimmed	Shares	-73	-$2.2K	$881
39	Fortitude Family Office, LLC trimmed	Shares	-86	-$2.4K	$189
40	Clayton Financial Group LLC exited	Shares	-100	-$2.7K	$0
41	EverSource Wealth Advisors, LLC trimmed	Shares	-341	-$13.2K	$14.2K
42	Cornerstone National Bank & Trust Co unchanged	Shares	0	-$16.4K	$63.1K
43	Central Pacific Bank - Trust Division added	Shares	+2.2K	-$23.1K	$290.0K
44	Farther Finance Advisors, LLC trimmed	Shares	-923	-$25.5K	$3.9K
45	SIGNATUREFD, LLC trimmed	Shares	-1.9K	-$51.4K	$3.0K
46	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-120	-$63.2K	$251.7K
47	Blue Trust, Inc. trimmed	Shares	-572	-$72.1K	$199.8K
48	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	-$77.9K	$274.6K
49	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+38.9K	-$86.0K	$4.0M
50	GAMMA Investing LLC trimmed	Shares	-2.8K	-$86.2K	$37.6K

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