Vault-13

FONAR CORP FONR

COM NEW · Common Stock · CUSIP 344437405

55 institutional holders +4 vs Q4 2023
3,124,2443.1m shares reported held*
$66.7mreported value*
8 new 22 added 8 reduced 4 sold out net bought ≈ $2.7m (-46.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($704.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.36.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 43Q4 22: 49Q1 23: 40Q2 23: 42Q3 23: 44Q4 23: 51Q1 24: 5555Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202243
Q4 202249
Q1 202340
Q2 202342
Q3 202344
Q4 202351
Q1 202455

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 17 bought or addedQ4 22: 17 cut or sold outQ4 22Q1 23: 18 bought or addedQ1 23: 19 cut or sold outQ1 23Q2 23: 12 bought or addedQ2 23: 19 cut or sold outQ2 23Q3 23: 15 bought or addedQ3 23: 13 cut or sold outQ3 23Q4 23: 27 bought or addedQ4 23: 12 cut or sold outQ4 23Q1 24: 30 bought or addedQ1 24: 12 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221717
Q1 20231819
Q2 20231219
Q3 20231513
Q4 20232712
Q1 20243012

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +24,264+24.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +24,146+24.1k
Empowered Funds, LLC Added +20,999+21.0k
Linden Thomas Advisory Services, LLC New +19,705+19.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +18,653+18.7k
MORGAN STANLEY Added +12,927+12.9k
RITHOLTZ WEALTH MANAGEMENT New +12,473+12.5k
Qube Research & Technologies Ltd Added +10,583+10.6k
Inspire Advisors, LLC New +10,220+10.2k
Lakewood Asset Management LLC New +9,620+9.6k

Biggest sellers

Acuitas Investments, LLC Reduced -171,809-171.8k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -30,425-30.4k
Polar Asset Management Partners Inc. Sold out -29,700-29.7k
BlackRock Inc. Reduced -8,272-8.3k
BARCLAYS PLC Sold out -6,328-6.3k
VICTORY CAPITAL MANAGEMENT INC Sold out -5,086-5.1k
GLOBEFLEX CAPITAL L P Reduced -4,529-4.5k
Bank of New York Mellon Corp Reduced -3,552-3.6k
LSV ASSET MANAGEMENT Reduced -2,600-2.6k
AJOVista, LLC Sold out -1,216-1.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
shane hilary 13G · passive investor +4.9 pts · filed 2026-05-11 11.6% +4.9 pts 720.1k 2026-05-11
MONEY CONCEPTS CAPITAL CORP 13G · institution filed 2025-08-18 7.5% 462.8k 2025-08-18
AB Value Partners, LP 13G · passive investor new · filed 2026-06-10 7.1% new 439.3k 2026-06-10
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.0% new 373.4k 2026-04-29

Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (0.0%, 2026-07-14), RENAISSANCE TECHNOLOGIES LLC (0.0%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.1%, 2026-02-13)

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 602,144602.1k $12.9m $12.9m 0.03% Reduced -30.4k -30,425
2 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 395,903395.9k $8.5m $8.5m 0.00% Added +1.1k +1,144
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 390,345390.3k $8.3m $8.3m 0.00% Unchanged
4 MONEY CONCEPTS CAPITAL CORP 0.67% of their portfolio PALM BEACH GARDENS, FL 341,449341.4k $7.3m $7.3m 0.67% Added +3.5k +3,460
5 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 308,841308.8k $6.6m $6.6m 0.01% Added +5.7k +5,704
6 LSV ASSET MANAGEMENT 0.01% of their portfolio CHICAGO, IL 114,495114.5k $2.4m $2.4m 0.01% Reduced -2.6k -2,600
7 BlackRock Inc. 0.00% of their portfolio New York, NY 91,26691.3k $1.9m $1.9m 0.00% Reduced -8.3k -8,272
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 80,29280.3k $1.7m $1.7m 0.04% Added +4.5k +4,507
9 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 74,18474.2k $1.6m $1.6m 0.01% Unchanged
10 RBF Capital, LLC 0.09% of their portfolio RENO, NV 73,05873.1k $1.6m $1.6m 0.09% Unchanged
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 67,20067.2k $1.4m $1.4m 0.00% Added +2.8k +2,793
12 Hillsdale Investment Management Inc. 0.11% of their portfolio Toronto, A6 66,20066.2k $1.4m $1.4m 0.11% Added +4.8k +4,800
13 Acuitas Investments, LLC 0.50% of their portfolio Seattle, WA 46,83746.8k $1.0m $1.0m 0.50% Reduced -171.8k -171,809
14 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 45,61545.6k $974.3k $974.3k 0.00% Added +24.3k +24,264
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 36,84136.8k $786.9k $786.9k 0.00% Added +59 +59
16 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 32,98433.0k $704.5k $704.5k 0.01% Added +21.0k +20,999
17 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 32,97833.0k $704.4k $704.4k 0.01% Added +9.2k +9,237
18 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 30,04730.0k $641.8k $641.8k 0.00% Unchanged
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,14624.1k $515.8k $515.8k 0.00% New
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,50822.5k $480.8k $480.8k 0.00% Reduced -3.6k -3,552
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 21,64021.6k $462.2k $462.2k 0.00% Unchanged
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,40721.4k $457.3k $457.3k 0.00% Added +8.7k +8,655
23 Linden Thomas Advisory Services, LLC 0.07% of their portfolio Charlotte, NC 19,70519.7k $420.9k $420.9k 0.07% New
24 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,87018.9k $403.1k $403.1k 0.00% Added +10.6k +10,583
25 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 18,65318.7k $398.0k $398.0k 0.00% New
26 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,74817.7k $379.1k $379.1k 0.00% Added +3.1k +3,144
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 17,13917.1k $366.1k $366.1k 0.00% Added +12.9k +12,927
28 DENALI ADVISORS LLC 0.10% of their portfolio SAN DIEGO, CA 16,10016.1k $343.9k $343.9k 0.10% Added +2.7k +2,700
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,01915.0k $321.0k $321.0k 0.00% Added +119 +119
30 Hikari Tsushin, Inc. 0.02% of their portfolio TOKYO, M0 14,15814.2k $302.4k $302.4k 0.02% Unchanged
31 GLOBEFLEX CAPITAL L P 0.03% of their portfolio SAN DIEGO, CA 14,08414.1k $300.8k $300.8k 0.03% Reduced -4.5k -4,529
32 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 12,47312.5k $266.4k $266.4k 0.01% New
33 Carmel Capital Partners, LLC 0.11% of their portfolio SAN DIEGO, CA 12,08812.1k $258.2k $258.2k 0.11% Unchanged
34 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 10,80010.8k $230.7k $230.7k 0.00% Unchanged
35 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 10,22010.2k $218.3k $218.3k 0.03% New
36 Lakewood Asset Management LLC 0.14% of their portfolio NAPERVILLE, IL 9,6209.6k $205.5k $205.5k 0.14% New
37 Marquette Asset Management, LLC 0.03% of their portfolio MINNEAPOLIS, MN 8,5878.6k $183.4k $183.4k 0.03% Unchanged
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,0817.1k $151.2k $151.2k 0.00% Reduced -983 -983
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,3606.4k $135.8k $135.8k 0.00% Added +5.1k +5,096
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,2122.2k $47.2k $47.2k 0.00% Added +1.2k +1,165
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,8361.8k $39.2k $39.2k 0.00% Added +200 +200
42 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 969969 $20.7k $20.7k 0.00% Unchanged
43 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 771771 $16.5k $16.5k 0.00% Added +650 +650
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 506506 $10.8k $10.8k 0.00% Added +470 +470
45 FMR LLC 0.00% of their portfolio BOSTON, MA 432432 $9.2k $9.2k 0.00% Reduced -30 -30
46 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 350350 $7.5k $7.5k 0.00% Unchanged
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 300300 $6.0k $6.0k 0.00% Unchanged
48 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 298298 $6.4k $6.4k 0.00% Unchanged
49 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 144144 $3.0k $3.0k 0.00% Added +14 +14
50 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 115115 $2 $2 0.00% New
51 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 9696 $2.1k $2.1k 0.00% Unchanged
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5656 $1.2k $1.2k 0.00% Unchanged
53 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 4040 $854 $854 0.00% New
54 Tyler-Stone Wealth Management 0.00% of their portfolio Beachwood, OH 1818 $384 $384 0.00% Unchanged
55 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged