Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
230 institutional managers reported holding AORT for the quarter ended Mar 31, 2026. Together they hold about 89% of shares outstanding; the top 10 hold 48%. 31 opened new positions; 41 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 6.47M | 13.02% | $237.1M | added +1.7% | ≤2013 |
| Vanguard Group | 3.34M | 6.72% | $122.3M | added +5.4% | ≤2013 |
| FMR (Fidelity) | 2.58M | 5.20% | $94.6M | added +1.6% | 2020 Q4 |
| Nomura Asset Management International INC. | 2.46M | 4.94% | $89.9M | trimmed -6% | 2025 Q4 |
| Morgan Stanley | 2.27M | 4.56% | $83.1M | added +0.6% | ≤2013 |
| State Street | 1.68M | 3.38% | $61.6M | added +6.1% | ≤2013 |
| Perceptive Advisors LLC | 1.64M | 3.29% | $60.0M | trimmed -4.9% | 2021 Q4 |
| Fred Alger Management, LLC | 1.21M | 2.43% | $44.3M | trimmed -12% | 2025 Q1 |
| Juniper Investment Company, LLC (focused) | 1.19M | 2.39% | $43.5M | unchanged | 2019 Q3 |
| Conestoga Capital Advisors, LLC | 1.18M | 2.36% | $43.0M | opened | 2026 Q1 |
| Wellington Management | 1.16M | 2.33% | $42.4M | trimmed -17.7% | 2022 Q2 |
| Geode Capital | 1.13M | 2.28% | $41.5M | added +13.4% | ≤2013 |
| Dimensional Fund Advisors | 1.03M | 2.07% | $37.6M | added +4.8% | ≤2013 |
| Next Century Growth Investors LLC | 1.02M | 2.06% | $37.5M | trimmed -2% | 2024 Q2 |
| Loomis Sayles & CO L P | 980.4k | 1.97% | $35.9M | added +16.7% | 2025 Q3 |
| Ophir Asset Management Pty LTD (focused) | 950.9k | 1.91% | $34.8M | opened | 2024 Q3 |
| Gw&k Investment Management, LLC | 738.7k | 1.49% | $27.1M | trimmed -2% | 2020 Q1 |
| Two Sigma | 725.9k | 1.46% | $26.6M | added +63.7% | 2023 Q3 |
| Silvercrest Asset Management Group LLC | 660.9k | 1.33% | $24.2M | added +13% | 2025 Q1 |
| Yarger Wealth Strategies, LLC | 634.2k | 1.27% | $23.2M | opened | 2026 Q1 |
| Summit Partners Public Asset Management, LLC | 605.7k | 1.22% | $22.2M | trimmed -29.9% | 2025 Q4 |
| Bank OF America CORP /DE/ | 522.5k | 1.05% | $19.1M | added +0.8% | ≤2013 |
| Northern Trust | 497.9k | 1.00% | $18.2M | added +5.3% | ≤2013 |
| Royce & Associates | 425.3k | 0.85% | $15.6M | trimmed -1.7% | ≤2013 |
| Charles Schwab Investment Management | 405.8k | 0.82% | $14.9M | unchanged | ≤2013 |
| Invesco | 375.0k | 0.75% | $13.7M | trimmed -65.9% | ≤2013 |
| UBS | 347.7k | 0.70% | $12.7M | trimmed -5.9% | ≤2013 |
| Peregrine Capital Management LLC | 342.8k | 0.69% | $12.6M | added +15.9% | 2025 Q1 |
| First Eagle Investment Management | 311.6k | 0.63% | $11.4M | added +1.5% | 2021 Q4 |
| Goldman Sachs | 306.3k | 0.62% | $11.2M | trimmed -43% | 2015 Q3 |
| Kennedy Capital Management LLC | 299.3k | 0.60% | $11.0M | trimmed -31.8% | 2019 Q3 |
| Principal Financial Group INC | 261.4k | 0.53% | $9.6M | added +8.7% | ≤2013 |
| Parkman Healthcare Partners LLC | 252.0k | 0.51% | $9.2M | added +15.2% | 2025 Q1 |
| BNY Mellon | 242.5k | 0.49% | $8.9M | trimmed -1.7% | ≤2013 |
| Osterweis Capital Management INC | 240.2k | 0.48% | $8.8M | added +8.8% | 2025 Q2 |
| Oberweis Asset Management INC/ | 221.1k | 0.45% | $8.1M | added +1.9% | 2023 Q2 |
| Qube Research & Technologies LTD | 201.3k | 0.41% | $7.4M | added +912.7% | 2023 Q3 |
| Tidal Investments LLC | 192.8k | 0.39% | $7.1M | trimmed -2.5% | 2024 Q1 |
| Ameriprise Financial INC | 191.7k | 0.39% | $7.0M | added +35.8% | ≤2013 |
| Summit Creek Advisors LLC | 189.1k | 0.38% | $6.9M | added +34.3% | 2025 Q4 |
| Voloridge Investment Management | 187.9k | 0.38% | $6.9M | trimmed -4.6% | 2025 Q2 |
| Legal & General Group PLC | 185.1k | 0.37% | $6.8M | trimmed -3% | 2014 Q3 |
| SEI Investments CO | 168.0k | 0.34% | $6.2M | added +47% | 2025 Q2 |
| Lord, Abbett & CO. LLC | 166.0k | 0.33% | $6.1M | trimmed -71.6% | 2024 Q3 |
| Wasatch Advisors LP | 156.4k | 0.31% | $5.7M | trimmed -23.5% | 2018 Q4 |
| First Trust Advisors LP | 151.4k | 0.30% | $5.5M | added +10.9% | 2024 Q4 |
| Orbimed Advisors LLC | 151.0k | 0.30% | $5.5M | opened | 2026 Q1 |
| Public Sector Pension Investment Board | 150.7k | 0.30% | $5.5M | added +4.4% | ≤2013 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 139.9k | 0.28% | $5.1M | added +0.9% | 2025 Q1 |
| Bridger Management, LLC (focused) | 132.6k | 0.27% | $4.9M | unchanged | 2025 Q1 |
Largest 50 of 230 shown; the full ranked, searchable register is at boothcheck.com/holders/AORT. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.