Offices And Clinics Of Doctors Of Medicine - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-18 NPORT-P LFMD / LifeMD JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 56,179
2025-09-18 NPORT-P HIMS / Hims & Hers Health JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 116,513 26,362 -77.37
2025-09-18 NPORT-P LFMD / LifeMD JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 166,016
2025-09-18 NPORT-P HIMS / Hims & Hers Health JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 229,358 33,746 -85.29
2025-09-17 NPORT-P HIMS / Hims & Hers Health GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 16,617 16,683 0.40
2025-09-17 NPORT-P HIMS / Hims & Hers Health GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 34,915 34,969 0.15
2025-09-17 NPORT-P AIRS / AirSculpt Technologies GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,443 886 -63.73
2025-09-17 NPORT-P HIMS / Hims & Hers Health NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6,294 6,364 1.11
2025-09-17 NPORT-P AIRS / AirSculpt Technologies NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,766 2,819 1.92
2025-09-17 NPORT-P TOI / Oncology Institute GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,794 5,166 84.90
2025-09-17 NPORT-P LFMD / LifeMD GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3,316 3,316 0.00
2025-09-17 NPORT-P TOI / Oncology Institute NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4,373
2025-09-17 NPORT-P TDOC / Teladoc Health GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 0 1,132
2025-09-17 NPORT-P TDOC / Teladoc Health NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6,101 6,101 0.00
2025-09-17 NPORT-P TDOC / Teladoc Health GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 15,056 15,056 0.00
2025-09-15 13F-HR/A TDOC / Teladoc Health Charles Schwab Investment Management Inc 2,443,713 2,571,673 5.24
2025-09-15 13F-HR/A AIRS / AirSculpt Technologies Charles Schwab Investment Management Inc 100,671 93,909 -6.72
2025-09-15 13F-HR/A HIMS / Hims & Hers Health Charles Schwab Investment Management Inc 1,796,838 1,611,996 -10.29
2025-09-15 13F-HR/A LFMD / LifeMD Charles Schwab Investment Management Inc 108,478 108,482 0.00
2025-09-12 13F-HR/A HIMS / Hims & Hers Health Valeo Financial Advisors, LLC 5,862 6,168 5.22
2025-09-12 13F-HR/A HIMS / Hims & Hers Health Valeo Financial Advisors, LLC 1,300 0 -100.00
2025-09-09 13F-HR/A HIMS / Hims & Hers Health Banque Transatlantique SA 400 400 0.00
2025-09-09 13F-HR/A TDOC / Teladoc Health Banque Transatlantique SA 160 160 0.00
2025-09-05 SCHEDULE 13D/A DFPH / DFP Holdings M33 Growth I L.P. 17,543,172 9,290,838 -47.04
2025-09-04 13F-HR/A HIMS / Hims & Hers Health Advisor Group Holdings, Inc. 104,355 125,013 19.80
2025-09-04 13F-HR/A LFMD / LifeMD Advisor Group Holdings, Inc. 0 100
2025-09-04 13F-HR/A AIRS / AirSculpt Technologies Advisor Group Holdings, Inc. 3,267 3,167 -3.06
2025-09-04 13F-HR/A TDOC / Teladoc Health Advisor Group Holdings, Inc. 49,073 56,919 15.99
2025-08-29 NPORT-P TDOC / Teladoc Health JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 33,420 34,050 1.89
2025-08-29 NPORT-P TDOC / Teladoc Health JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 2,779 2,916 4.93
2025-08-29 NPORT-P TDOC / Teladoc Health SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 2,607 2,607 0.00
2025-08-29 NPORT-P TDOC / Teladoc Health BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 577,881
2025-08-29 NPORT-P TDOC / Teladoc Health JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7,613 14,948 96.35
2025-08-29 NPORT-P TDOC / Teladoc Health JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 24,834 26,174 5.40
2025-08-29 NPORT-P TDOC / Teladoc Health GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 2,000 100 -95.00
2025-08-29 NPORT-P TDOC / Teladoc Health PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 58,241 408,107 600.72
2025-08-29 NPORT-P TDOC / Teladoc Health Gabelli Dividend & Income Trust 2,500 2,200 -12.00
2025-08-29 NPORT-P LFMD / LifeMD QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 452
2025-08-29 NPORT-P LFMD / LifeMD JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 7,198 7,141 -0.79
2025-08-29 NPORT-P AIRS / AirSculpt Technologies JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 970 1,378 42.06
2025-08-29 NPORT-P HIMS / Hims & Hers Health MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 6,810 6,810 0.00
2025-08-29 NPORT-P HIMS / Hims & Hers Health JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 58,895 60,153 2.14
2025-08-29 13F-HR HIMS / Hims & Hers Health Centaurus Financial, Inc. 3,423
2025-08-29 NPORT-P HIMS / Hims & Hers Health JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 74,128 75,148 1.38
2025-08-29 NPORT-P HIMS / Hims & Hers Health STXM - EA Series Trust - Strive Mid-Cap ETF 785 888 13.12
2025-08-29 NPORT-P TOI / Oncology Institute JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11,770
2025-08-29 NPORT-P LFMD / LifeMD JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 707 786 11.17
2025-08-29 NPORT-P HIMS / Hims & Hers Health SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 379
2025-08-29 13F-HR HIMS / Hims & Hers Health Evolution Wealth Management Inc. 176
2025-08-29 NPORT-P LFMD / LifeMD JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 5,457 5,540 1.52
2025-08-29 NPORT-P HIMS / Hims & Hers Health Gabelli Healthcare & Wellnessrx Trust 2,450 1,000 -59.18
2025-08-29 NPORT-P HIMS / Hims & Hers Health EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 13,651 13,974 2.37
2025-08-29 NPORT-P TOI / Oncology Institute JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 9,121
2025-08-29 NPORT-P HIMS / Hims & Hers Health JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 76,479 76,683 0.27
2025-08-29 NPORT-P HIMS / Hims & Hers Health JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 3,356 3,547 5.69
2025-08-29 NPORT-P HIMS / Hims & Hers Health JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 36,787 36,375 -1.12
2025-08-29 NPORT-P HIMS / Hims & Hers Health QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 258
2025-08-28 NPORT-P LFMD / LifeMD SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 0 27,500
2025-08-28 NPORT-P HIMS / Hims & Hers Health MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 346,663 289,849 -16.39
2025-08-28 NPORT-P HIMS / Hims & Hers Health SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 4,398 4,524 2.86
2025-08-28 NPORT-P HIMS / Hims & Hers Health QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 431,819 84,723 -80.38
2025-08-28 NPORT-P LFMD / LifeMD SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 320
2025-08-28 NPORT-P LFMD / LifeMD SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 30,670 16,660 -45.68
2025-08-28 NPORT-P HIMS / Hims & Hers Health SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 2,087 1,717 -17.73
2025-08-28 NPORT-P HIMS / Hims & Hers Health SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 22,544 20,171 -10.53
2025-08-28 NPORT-P HIMS / Hims & Hers Health USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 28,986 27,459 -5.27
2025-08-28 NPORT-P HIMS / Hims & Hers Health KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 241,276 69,766 -71.08
2025-08-28 NPORT-P HIMS / Hims & Hers Health TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 4,521 3,852 -14.80
2025-08-28 NPORT-P LFMD / LifeMD IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 193,129 227,756 17.93
2025-08-28 NPORT-P LFMD / LifeMD GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 5,445 5,445 0.00
2025-08-28 NPORT-P HIMS / Hims & Hers Health SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 845,941 886,842 4.83
2025-08-28 NPORT-P HIMS / Hims & Hers Health RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 39,870
2025-08-28 NPORT-P HIMS / Hims & Hers Health GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 864 864 0.00
2025-08-28 NPORT-P HIMS / Hims & Hers Health IBUY - Amplify ETF Trust - Amplify Online Retail ETF 178,488 66,066 -62.99
2025-08-28 NPORT-P AIRS / AirSculpt Technologies IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 22,563 29,366 30.15
2025-08-28 NPORT-P LFMD / LifeMD BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 4,346 4,699 8.12
2025-08-28 NPORT-P HIMS / Hims & Hers Health SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 1,100 1,180 7.27
2025-08-28 NPORT-P HIMS / Hims & Hers Health STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 49,322 35,686 -27.65
2025-08-28 NPORT-P HIMS / Hims & Hers Health Elevation Series Trust - RiverNorth Patriot ETF 285
2025-08-28 NPORT-P AIRS / AirSculpt Technologies SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4,400 4,400 0.00
2025-08-28 NPORT-P LFMD / LifeMD SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 771 1,028 33.33
2025-08-28 NPORT-P AIRS / AirSculpt Technologies IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 118,373 85,983 -27.36
2025-08-28 NPORT-P HIMS / Hims & Hers Health IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 1,174,964 1,133,456 -3.53
2025-08-28 NPORT-P HIMS / Hims & Hers Health GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 74,981 85,333 13.81
2025-08-28 NPORT-P LFMD / LifeMD DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 1,572 684 -56.49
2025-08-28 NPORT-P HIMS / Hims & Hers Health IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 1,718,143 1,670,597 -2.77
2025-08-28 NPORT-P HIMS / Hims & Hers Health BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 23,984 24,207 0.93
2025-08-28 NPORT-P HIMS / Hims & Hers Health Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF 4,869 2,175 -55.33
2025-08-28 NPORT-P HIMS / Hims & Hers Health IWM - iSHARES TRUST - iShares Russell 2000 ETF 5,129,120 4,728,992 -7.80
2025-08-28 NPORT-P HIMS / Hims & Hers Health New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 27,095
2025-08-28 NPORT-P TOI / Oncology Institute IWM - iSHARES TRUST - iShares Russell 2000 ETF 0 1,427,600
2025-08-28 NPORT-P HIMS / Hims & Hers Health VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 574
2025-08-28 NPORT-P TOI / Oncology Institute IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 0 513,382
2025-08-28 NPORT-P AIRS / AirSculpt Technologies GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6,568 6,568 0.00
2025-08-28 NPORT-P HIMS / Hims & Hers Health WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 881 881 0.00
2025-08-28 NPORT-P HIMS / Hims & Hers Health SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 884 884 0.00
2025-08-28 NPORT-P HIMS / Hims & Hers Health SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 15,307 30,125 96.81
2025-08-28 NPORT-P HIMS / Hims & Hers Health SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 34,564 35,279 2.07
2025-08-28 NPORT-P HIMS / Hims & Hers Health SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 32,151 19,836 -38.30
2025-08-28 NPORT-P TOI / Oncology Institute BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 0 7,233
2025-08-28 NPORT-P HIMS / Hims & Hers Health BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 431 3,228 648.96
2025-08-28 NPORT-P AIRS / AirSculpt Technologies IWC - iSHARES TRUST - iShares Micro-Cap ETF 30,120 28,676 -4.79
2025-08-28 NPORT-P HIMS / Hims & Hers Health SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 4,043 5,163 27.70
2025-08-28 NPORT-P AIRS / AirSculpt Technologies IWM - iSHARES TRUST - iShares Russell 2000 ETF 351,598 321,898 -8.45
2025-08-28 NPORT-P TOI / Oncology Institute IWC - iSHARES TRUST - iShares Micro-Cap ETF 95,459 132,060 38.34
2025-08-28 NPORT-P AIRS / AirSculpt Technologies BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 1,033 1,033 0.00
2025-08-28 NPORT-P LFMD / LifeMD IWC - iSHARES TRUST - iShares Micro-Cap ETF 81,014 82,683 2.06
2025-08-28 NPORT-P AIRS / AirSculpt Technologies SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 496 496 0.00
2025-08-28 NPORT-P HIMS / Hims & Hers Health SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 69,300 60,500 -12.70
2025-08-28 NPORT-P HIMS / Hims & Hers Health New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 11,673
2025-08-28 NPORT-P HIMS / Hims & Hers Health ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 50,299 41,234 -18.02
2025-08-28 NPORT-P LFMD / LifeMD IWM - iSHARES TRUST - iShares Russell 2000 ETF 968,257 915,765 -5.42
2025-08-28 NPORT-P HIMS / Hims & Hers Health MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 1,051 997 -5.14
2025-08-28 NPORT-P HIMS / Hims & Hers Health DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 1,185 1,335 12.66
2025-08-28 NPORT-P LFMD / LifeMD ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 35,958 54,220 50.79
2025-08-28 NPORT-P HIMS / Hims & Hers Health ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 221,208 226,840 2.55
2025-08-28 NPORT-P LFMD / LifeMD TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 796
2025-08-28 NPORT-P LFMD / LifeMD IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 121,601 97,132 -20.12
2025-08-28 NPORT-P LFMD / LifeMD KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 492,787 394,668 -19.91
2025-08-28 NPORT-P TOI / Oncology Institute SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 0 1,910
2025-08-28 NPORT-P HIMS / Hims & Hers Health AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 114 0 -100.00
2025-08-28 NPORT-P LFMD / LifeMD SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12,700 12,700 0.00
2025-08-28 NPORT-P LFMD / LifeMD QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 0 178,400
2025-08-28 NPORT-P HIMS / Hims & Hers Health VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5,410
2025-08-28 NPORT-P HIMS / Hims & Hers Health XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 48,794 28,334 -41.93
2025-08-28 NPORT-P TDOC / Teladoc Health IWM - iSHARES TRUST - iShares Russell 2000 ETF 4,596,684 4,371,380 -4.90
2025-08-28 NPORT-P TDOC / Teladoc Health TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 4,752 4,752 0.00
2025-08-28 NPORT-P TDOC / Teladoc Health BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 21,561 21,561 0.00
2025-08-28 NPORT-P TDOC / Teladoc Health KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 674,557 552,156 -18.15
2025-08-28 NPORT-P TDOC / Teladoc Health SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 3,711 4,843 30.50
2025-08-28 NPORT-P TDOC / Teladoc Health BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 14,440 12,503 -13.41
2025-08-28 NPORT-P TDOC / Teladoc Health ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 205,028 210,148 2.50
2025-08-28 NPORT-P TDOC / Teladoc Health SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 1,085 1,085 0.00
2025-08-28 NPORT-P TDOC / Teladoc Health WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 839 839 0.00
2025-08-28 NPORT-P TDOC / Teladoc Health IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 1,346,200 1,285,880 -4.48
2025-08-28 NPORT-P TDOC / Teladoc Health SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 11,793 12,144 2.98
2025-08-28 NPORT-P TDOC / Teladoc Health GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 7,729 7,729 0.00
2025-08-28 NPORT-P TDOC / Teladoc Health CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 88,326 42,889 -51.44
2025-08-28 NPORT-P TDOC / Teladoc Health IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 245,370 296,395 20.80
2025-08-28 NPORT-P TDOC / Teladoc Health QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 477,058 358 -99.92
2025-08-28 NPORT-P TDOC / Teladoc Health ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 64,858 54,612 -15.80
2025-08-28 NPORT-P TDOC / Teladoc Health CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 159,575 0 -100.00
2025-08-28 NPORT-P TDOC / Teladoc Health SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 63,104 58,804 -6.81
2025-08-28 NPORT-P TDOC / Teladoc Health AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 8,082 8,573 6.08
2025-08-27 13F-HR/A TDOC / Teladoc Health Squarepoint Ops LLC 212,300 207,200 -2.40
2025-08-27 NPORT-P TDOC / Teladoc Health THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 296 296 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 46 47 2.17
2025-08-27 NPORT-P TDOC / Teladoc Health TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 0 15,910
2025-08-27 NPORT-P TDOC / Teladoc Health VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 167,499 363,034 116.74
2025-08-27 NPORT-P TDOC / Teladoc Health BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 68,792 68,792 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health Advanced Series Trust - Ast Small-cap Growth Portfolio 21,402 21,402 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 27,739 27,739 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 39,035 44,472 13.93
2025-08-27 NPORT-P TDOC / Teladoc Health Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5,473 5,473 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health RYDEX VARIABLE TRUST - Internet Fund Variable Annuity 1,824 1,819 -0.27
2025-08-27 NPORT-P TDOC / Teladoc Health RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 404 412 1.98
2025-08-27 NPORT-P TDOC / Teladoc Health RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 237 247 4.22
2025-08-27 NPORT-P TDOC / Teladoc Health VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 101,690 101,690 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 1,092,890 1,567,368 43.41
2025-08-27 13F-HR/A TDOC / Teladoc Health Squarepoint Ops LLC 82,700 212,300 156.71
2025-08-27 13F-HR/A TDOC / Teladoc Health Squarepoint Ops LLC 98,900 142,800 44.39
2025-08-27 NPORT-P TDOC / Teladoc Health VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 174,905 174,905 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4,290,958 4,288,215 -0.06
2025-08-27 NPORT-P TDOC / Teladoc Health VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 426,308 426,308 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 90,426 90,426 0.00
2025-08-27 13F-HR/A TDOC / Teladoc Health Squarepoint Ops LLC 0 33,900
2025-08-27 13F-HR/A TDOC / Teladoc Health Squarepoint Ops LLC 33,900 34,000 0.29
2025-08-27 NPORT-P TDOC / Teladoc Health RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class 4,809 5,669 17.88
2025-08-27 NPORT-P TDOC / Teladoc Health RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 868 897 3.34
2025-08-27 NPORT-P TDOC / Teladoc Health Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 61,440 61,440 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 2,402,509 2,384,265 -0.76
2025-08-27 13F-HR/A TDOC / Teladoc Health Squarepoint Ops LLC 142,800 100,400 -29.69
2025-08-27 NPORT-P TDOC / Teladoc Health ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5,449 5,449 0.00
2025-08-27 NPORT-P TDOC / Teladoc Health VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 2,676,289 2,710,342 1.27
2025-08-27 NPORT-P TDOC / Teladoc Health BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 5,423 6,998 29.04
2025-08-27 NPORT-P TDOC / Teladoc Health BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 1,014 57,675 5,587.87
2025-08-27 NPORT-P TDOC / Teladoc Health VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5,452,497 5,532,997 1.48
2025-08-27 NPORT-P TDOC / Teladoc Health SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3,603 3,532 -1.97
2025-08-27 NPORT-P HIMS / Hims & Hers Health Advanced Series Trust - Ast Small-cap Growth Portfolio 18,901 18,901 0.00
2025-08-27 NPORT-P HIMS / Hims & Hers Health PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 12,200 2,100 -82.79
2025-08-27 NPORT-P HIMS / Hims & Hers Health VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 77,836 77,836 0.00
2025-08-27 NPORT-P LFMD / LifeMD BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 56,634
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 447 447 0.00
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 192 163 -15.10
2025-08-27 NPORT-P HIMS / Hims & Hers Health JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 10,240
2025-08-27 NPORT-P LFMD / LifeMD VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 20,036 16,333 -18.48
2025-08-27 13F-HR/A HIMS / Hims & Hers Health Squarepoint Ops LLC 257,764 352,606 36.79
2025-08-27 NPORT-P LFMD / LifeMD VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 23,838 23,838 0.00
2025-08-27 NPORT-P LFMD / LifeMD BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4,198 5,410 28.87
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 1,455 806 -44.60
2025-08-27 NPORT-P LFMD / LifeMD RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 184 188 2.17
2025-08-27 NPORT-P HIMS / Hims & Hers Health JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 217,812 220,380 1.18
2025-08-27 NPORT-P LFMD / LifeMD VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 71,000 8,582 -87.91
2025-08-27 NPORT-P LFMD / LifeMD RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 79 86 8.86
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 269 268 -0.37
2025-08-27 NPORT-P LFMD / LifeMD BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 6,207 4,957 -20.14
2025-08-27 NPORT-P LFMD / LifeMD VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 1,024,529 1,024,529 0.00
2025-08-27 NPORT-P HIMS / Hims & Hers Health VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 102,672 106,057 3.30
2025-08-27 NPORT-P HIMS / Hims & Hers Health NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4,267,607 4,218,508 -1.15
2025-08-27 NPORT-P HIMS / Hims & Hers Health VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 63,161 73,761 16.78
2025-08-27 NPORT-P HIMS / Hims & Hers Health VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 86,943 87,426 0.56
2025-08-27 NPORT-P HIMS / Hims & Hers Health BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 37,770 113,967 201.74
2025-08-27 NPORT-P LFMD / LifeMD VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 567,635 616,686 8.64
2025-08-27 NPORT-P HIMS / Hims & Hers Health Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 97,400 12,900 -86.76
2025-08-27 NPORT-P HIMS / Hims & Hers Health Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 76,777 75,582 -1.56
2025-08-27 NPORT-P HIMS / Hims & Hers Health Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 1,663 2,116 27.24
2025-08-27 NPORT-P HIMS / Hims & Hers Health THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 0 90
2025-08-27 13F-HR/A LFMD / LifeMD Squarepoint Ops LLC 0 23,030
2025-08-27 NPORT-P HIMS / Hims & Hers Health HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 62,272 58,574 -5.94
2025-08-27 NPORT-P HIMS / Hims & Hers Health THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 0 23
2025-08-27 NPORT-P LFMD / LifeMD TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 13,023
2025-08-27 NPORT-P HIMS / Hims & Hers Health THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 0 94
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 622 581 -6.59
2025-08-27 13F-HR/A HIMS / Hims & Hers Health Squarepoint Ops LLC 352,606 1,162,086 229.57
2025-08-27 NPORT-P HIMS / Hims & Hers Health WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 96,128 96,128 0.00
2025-08-27 NPORT-P LFMD / LifeMD CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 12,540
2025-08-27 NPORT-P HIMS / Hims & Hers Health THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 44,827 46,164 2.98
2025-08-27 13F-HR/A LFMD / LifeMD Squarepoint Ops LLC 23,030 0 -100.00
2025-08-27 13F-HR/A HIMS / Hims & Hers Health Squarepoint Ops LLC 227,800 148,900 -34.64
2025-08-27 NPORT-P AIRS / AirSculpt Technologies RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 20 18 -10.00
2025-08-27 NPORT-P AIRS / AirSculpt Technologies RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 68 65 -4.41
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 16,069 14,921 -7.14
2025-08-27 NPORT-P AIRS / AirSculpt Technologies RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 3 0.00
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 5,728 5,278 -7.86
2025-08-27 NPORT-P AIRS / AirSculpt Technologies VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 341,234 412,551 20.90
2025-08-27 NPORT-P AIRS / AirSculpt Technologies TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 27,622
2025-08-27 NPORT-P AIRS / AirSculpt Technologies BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 487 3,416 601.44
2025-08-27 13F-HR/A HIMS / Hims & Hers Health Squarepoint Ops LLC 312,200 1,681,300 438.53
2025-08-27 NPORT-P AIRS / AirSculpt Technologies VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 168,396 191,021 13.44
2025-08-27 NPORT-P AIRS / AirSculpt Technologies VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 7,868 10,989 39.67
2025-08-27 NPORT-P HIMS / Hims & Hers Health JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 14,336 17,085 19.18
2025-08-27 NPORT-P HIMS / Hims & Hers Health Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 51,300 42,440 -17.27
2025-08-27 NPORT-P HIMS / Hims & Hers Health RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 52 51 -1.92
2025-08-27 13F-HR/A HIMS / Hims & Hers Health Squarepoint Ops LLC 152,700 227,800 49.18
2025-08-27 NPORT-P HIMS / Hims & Hers Health Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 68,144 68,144 0.00
2025-08-27 NPORT-P AIRS / AirSculpt Technologies VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 4,303
2025-08-27 NPORT-P AIRS / AirSculpt Technologies RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 31 30 -3.23
2025-08-27 13F-HR/A HIMS / Hims & Hers Health Squarepoint Ops LLC 266,400 312,200 17.19
2025-08-27 NPORT-P HIMS / Hims & Hers Health JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) 53,514 42,550 -20.49
2025-08-27 NPORT-P AIRS / AirSculpt Technologies BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 2,252 2,252 0.00
2025-08-27 NPORT-P HIMS / Hims & Hers Health JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 33,433 25,078 -24.99
2025-08-27 NPORT-P TOI / Oncology Institute RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 0 16
2025-08-27 NPORT-P TOI / Oncology Institute RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 0 83
2025-08-27 NPORT-P TOI / Oncology Institute RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 0 137