OptimizeRx Corp (OPRX) — Institutional Holders, Q2 2026 (page 2)

113 institutional investment managers reported a OPRX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $64.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 113. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

OPRX 13F holders ranked 101–113 of 113

Institutional investors reporting a position in OptimizeRx Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Tower Research Capital (TRC)#101 · 126 sh$721.00-93.1%
SIMPLEX TRADING#102 · 126 sh$720.00New
HighMark Wealth Management#103 · 100 sh$572.000.0%
Wealth Enhancement Services#104 · 59 sh$337.00New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#105 · 50 sh$286.00New
SJS Investment Consulting#106 · 45 sh$258.00+2.3%
True Wealth Design#107 · 39 sh$224.00-35.0%
Basecamp Wealth Advisors#108 · 26 sh$149.00-73.5%
Essential Partners#109 · 10 sh$57.00-85.3%
JPL Wealth Management#110 · 5 sh$29.00New
Optiver Holding B.V.#111 · 4 sh$23.00-97.4%
Clearstead Advisors#112 · 4 sh$23.00New
Pinnacle Wealth Planning Services#113 · 1 sh$6.000.0%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.