Sanara MedTech Inc. - Common Stock (SMTI) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SMTI on Nasdaq
Shares outstanding
8,944,624
Price per share
$20.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,919,725
Total reported value
$44,825,572
% of total 13F portfolios
0%
Share change
+803,824
Value change
+$18,191,773
Number of holders
51
Price from insider filings
$20.80
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sanara MedTech Inc. - Common Stock (SMTI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BAIRD TRUST Co 8.5% $17,752,842 760,293 BAIRD TRUST Co 31 Dec 2025

As of 31 Dec 2025, 51 institutional investors reported holding 1,919,725 shares of Sanara MedTech Inc. - Common Stock (SMTI). This represents 21% of the company’s total 8,944,624 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sanara MedTech Inc. - Common Stock (SMTI) together control 21% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Baird Financial Group, Inc. 8.5% 760,293 0.03% $17,752,842
BlackRock, Inc. 2.4% 213,874 -9.1% 0% $4,993,959
VANGUARD GROUP INC 2% 183,137 +0.61% 0% $4,276,249
Stonebridge Wealth Management, LLC 1.5% 134,934 +18% 3% $3,150,709
ROYAL BANK OF CANADA 1.3% 117,643 +127% 0% $2,747,000
GEODE CAPITAL MANAGEMENT, LLC 0.88% 79,049 +0.7% 0% $1,845,994
STATE STREET CORP 0.7% 62,289 +1.1% 0% $1,454,448
Squarepoint Ops LLC 0.55% 48,953 +56% 0% $1,143,053
MARSHALL WACE, LLP 0.54% 48,611 -26% 0% $1,135,068
RENAISSANCE TECHNOLOGIES LLC 0.42% 37,602 -9.8% 0% $878,007
NORTHERN TRUST CORP 0.36% 32,065 -5.2% 0% $748,718
MORGAN STANLEY 0.32% 28,227 +57% 0% $659,101
Janney Montgomery Scott LLC 0.2% 17,530 -12% 0% $409,000
JANE STREET GROUP, LLC 0.17% 15,217 0% $355,317
D. E. Shaw & Co., Inc. 0.16% 14,303 0% $333,975
DIMENSIONAL FUND ADVISORS LP 0.15% 13,154 -46% 0% $307,146
Rockefeller Capital Management L.P. 0.14% 12,794 0% $298,740
SALEM INVESTMENT COUNSELORS INC 0.12% 10,897 +25% 0.01% $254,445
NewEdge Advisors, LLC 0.12% 10,389 0% $242,583
CITADEL ADVISORS LLC 0.11% 10,148 -47% 0% $236,956
UBS Group AG 0.11% 9,551 +157% 0% $223,015
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.1% 9,221 0% 0% $215,310
PRICE T ROWE ASSOCIATES INC /MD/ 0.1% 8,698 +32% 0% $204,000
JPMORGAN CHASE & CO 0.08% 7,007 -37% 0% $163,614
BARCLAYS PLC 0.07% 6,306 -19% 0% $147,244

Institutional Holders of Sanara MedTech Inc. - Common Stock (SMTI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,919,725 $44,825,572 +$18,191,773 $23.35 51
2025 Q3 1,137,683 $36,088,261 +$1,057,717 $31.73 57
2025 Q2 1,106,235 $31,408,453 +$1,940,235 $28.39 51
2025 Q1 916,291 $28,277,079 -$1,441,540 $30.87 47
2024 Q4 952,781 $31,629,770 +$4,711,802 $33.20 49
2024 Q3 810,359 $24,503,030 +$2,164,185 $30.24 42
2024 Q2 730,401 $20,613,392 +$1,060,836 $28.22 38
2024 Q1 679,473 $25,138,649 -$220,177 $37.00 41
2023 Q4 685,113 $28,157,833 +$2,262,867 $41.10 46
2023 Q3 630,117 $19,626,710 -$1,563,167 $31.13 42
2023 Q2 666,943 $26,745,074 +$8,027,572 $40.10 47
2023 Q1 462,617 $19,085,507 +$4,275,450 $41.25 35
2022 Q4 381,841 $17,371,120 +$2,570,809 $45.50 31
2022 Q3 334,830 $9,938,000 +$2,183,700 $29.70 26
2022 Q2 261,136 $5,447,000 -$453,195 $20.87 19
2022 Q1 275,288 $7,787,000 -$1,912,163 $28.45 19
2021 Q4 341,977 $10,175,000 -$1,642,750 $29.66 21
2021 Q3 382,356 $13,067,000 +$4,029,831 $34.23 22
2021 Q2 268,928 $9,723,000 -$8,724,209 $36.94 18
2021 Q1 557,420 $17,214,000 +$13,229,620 $31.15 19
2020 Q4 104,642 $5,198,000 +$5,198,000 $49.89 14