Filing Research | OSCR - OSCAR HEALTH INC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.2MSH	$35.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	1.2MSH	$32.9M
3	ARDSLEY ADVISORY PARTNERS LP	Shares	350.0KSH	$10.0M
4	Fiduciary Alliance LLC	Shares	343.7KSH	$9.8M
5	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	75.3KSH	$2.1M
6	Annex Advisory Services, LLC	Shares	74.3KSH	$2.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	71.1KSH	$2.0M
8	SIERRA SUMMIT ADVISORS LLC	Shares	64.9KSH	$1.8M
9	Mason & Associates Inc	Shares	47.9KSH	$1.4M
10	TOTH FINANCIAL ADVISORY CORP	Shares	38.0KSH	$1.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.9KSH	$821.7K
12	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	27.4KSH	$782.0K
13	SBI Securities Co., Ltd.	Shares	26.4KSH	$752.4K
14	MATAURO, LLC	Shares	24.8KSH	$708.2K
15	Fideuram Asset Management (Ireland) dac	Shares	30.0KSH	$659.7K
16	Roxbury Financial LLC	Shares	18.8KSH	$536.2K
17	Yorktown Management & Research Co Inc	Shares	17.4KSH	$496.2K
18	Rolek Wealth Management LLC	Shares	11.8KSH	$336.6K
19	Farther Finance Advisors, LLC	Shares	10.8KSH	$307.8K
20	Baader Bank Aktiengesellschaft	Shares	10.0KSH	$285.2K
21	Abel Hall, LLC	Shares	10.0KSH	$284.5K
22	Mraz, Amerine & Associates, Inc.	Shares	10.0KSH	$284.5K
23	Rathbones Group PLC	Shares	7.8KSH	$222.9K
24	Balance Wealth Partners LLC	Shares	7.3KSH	$208.9K
25	Fermata Advisors, LLC	Shares	7.2KSH	$204.6K
26	Allied Private Wealth LLC	Shares	4.0KSH	$124.6K
27	LANARK FINANCIAL, INC.	Shares	4.4KSH	$124.1K
28	Ares Financial Consulting, LLC	Shares	2.2KSH	$64.0K
29	IFP Advisors, Inc	Shares	2.1KSH	$61.0K
30	Triumph Capital Management	Shares	1.5KSH	$42.8K
31	GAMMA Investing LLC	Shares	1.4KSH	$41.1K
32	AdvisorNet Financial, Inc	Shares	1.2KSH	$35.1K
33	CoreCap Advisors, LLC	Shares	1.2KSH	$33.9K
34	Versant Capital Management, Inc	Shares	757SH	$21.6K
35	EverSource Wealth Advisors, LLC	Shares	702SH	$20.0K
36	Atlatl Advisers LLC	Shares	570SH	$16.3K
37	Cornerstone National Bank & Trust Co	Shares	500SH	$15.9K
38	SIGNATUREFD, LLC	Shares	463SH	$13.2K
39	Blue Trust, Inc.	Shares	413SH	$11.8K
40	Spire Wealth Management	Shares	389SH	$11.1K
41	Valued Wealth Advisors LLC	Shares	252SH	$7.2K
42	Main Street Group, LTD	Shares	250SH	$7.1K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$6.4K
44	JFS WEALTH ADVISORS, LLC	Shares	78SH	$2.2K
45	Fortitude Family Office, LLC	Shares	77SH	$2.2K
46	True Wealth Design, LLC	Shares	56SH	$1.6K
47	SJS Investment Consulting Inc.	Shares	47SH	$1.3K
48	Handelsbanken Fonder AB	Shares	42.9KSH	$1.2K
49	MassMutual Private Wealth & Trust, FSB	Shares	40SH	$1.1K
50	Creative Capital Management Investments LLC	Shares	27SH	$770

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

50 / 59 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+1.2M	+$32.9M	$32.9M
2	Assenagon Asset Management S.A. added	Shares	+20.2K	+$21.5M	$35.6M
3	ARDSLEY ADVISORY PARTNERS LP new	Shares	+350.0K	+$10.0M	$10.0M
4	SIERRA SUMMIT ADVISORS LLC new	Shares	+64.9K	+$1.8M	$1.8M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+14.4K	+$1.4M	$2.0M
6	TOTH FINANCIAL ADVISORY CORP new	Shares	+38.0K	+$1.1M	$1.1M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-37.8K	+$849.4K	$2.1M
8	Mason & Associates Inc trimmed	Shares	-958	+$836.0K	$1.4M
9	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+27.4K	+$782.0K	$782.0K
10	Fideuram Asset Management (Ireland) dac new	Shares	+30.0K	+$659.7K	$659.7K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.3K	+$647.7K	$821.7K
12	Yorktown Management & Research Co Inc new	Shares	+17.4K	+$496.2K	$496.2K
13	SBI Securities Co., Ltd. trimmed	Shares	-2.3K	+$423.4K	$752.4K
14	Roxbury Financial LLC added	Shares	+200	+$322.9K	$536.2K
15	Farther Finance Advisors, LLC added	Shares	+10.5K	+$303.8K	$307.8K
16	Baader Bank Aktiengesellschaft new	Shares	+10.0K	+$285.2K	$285.2K
17	Abel Hall, LLC new	Shares	+10.0K	+$284.5K	$284.5K
18	Mraz, Amerine & Associates, Inc. new	Shares	+10.0K	+$284.5K	$284.5K
19	Rathbones Group PLC new	Shares	+7.8K	+$222.9K	$222.9K
20	Balance Wealth Partners LLC new	Shares	+7.3K	+$208.9K	$208.9K
21	Annex Advisory Services, LLC trimmed	Shares	-92.4K	+$206.4K	$2.1M
22	Fermata Advisors, LLC new	Shares	+7.2K	+$204.6K	$204.6K
23	Rolek Wealth Management LLC trimmed	Shares	-3.7K	+$158.8K	$336.6K
24	LANARK FINANCIAL, INC. new	Shares	+4.4K	+$124.1K	$124.1K
25	MATAURO, LLC trimmed	Shares	-30.8K	+$70.2K	$708.2K
26	IFP Advisors, Inc added	Shares	+877	+$46.5K	$61.0K
27	Ares Financial Consulting, LLC unchanged	Shares	0	+$37.7K	$64.0K
28	CoreCap Advisors, LLC added	Shares	+1.0K	+$31.8K	$33.9K
29	GAMMA Investing LLC added	Shares	+357	+$28.7K	$41.1K
30	Triumph Capital Management unchanged	Shares	0	+$25.6K	$42.8K
31	Versant Capital Management, Inc new	Shares	+757	+$21.6K	$21.6K
32	AdvisorNet Financial, Inc unchanged	Shares	0	+$21.0K	$35.1K
33	EverSource Wealth Advisors, LLC added	Shares	+571	+$18.5K	$20.0K
34	Atlatl Advisers LLC new	Shares	+570	+$16.3K	$16.3K
35	Spire Wealth Management new	Shares	+389	+$11.1K	$11.1K
36	Cornerstone National Bank & Trust Co unchanged	Shares	0	+$10.1K	$15.9K
37	SIGNATUREFD, LLC added	Shares	+10	+$8.0K	$13.2K
38	Valued Wealth Advisors LLC new	Shares	+252	+$7.2K	$7.2K
39	Blue Trust, Inc. unchanged	Shares	0	+$7.0K	$11.8K
40	Main Street Group, LTD unchanged	Shares	0	+$4.3K	$7.1K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$4.0K	$6.4K
42	True Wealth Design, LLC new	Shares	+56	+$1.6K	$1.6K
43	JFS WEALTH ADVISORS, LLC added	Shares	+16	+$1.5K	$2.2K
44	Fortitude Family Office, LLC added	Shares	+9	+$1.4K	$2.2K
45	MassMutual Private Wealth & Trust, FSB added	Shares	+24	+$957	$1.1K
46	Creative Capital Management Investments LLC new	Shares	+27	+$770	$770
47	Handelsbanken Fonder AB trimmed	Shares	-14.4K	+$567	$1.2K
48	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$290	$485
49	Hughes Financial Services, LLC unchanged	Shares	0	+$154	$257
50	Wealth Enhancement Trust Services, Inc. new	Shares	+5	+$143	$143

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