SEC 13F Intelligence

ASSERTIO HOLDINGS INC

CUSIP 04546C205

Assertio Holdings Inc has 3 institutional holders in Filings Flow’s 13F database, together reporting 288.1K shares worth $3M as of Q4 2025. The largest reported holders are Nantahala Capital Management, LLC, Vanguard Group Inc, and Renaissance Technologies LLC.

Institutional Holders
3
Q4 2025
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q2 ’21: 29Q2 ’21Q4 ’21: 32Q4 ’21Q4 ’22: 78Q4 ’22Q4 ’25: 3Q4 ’25filingsflow.com
Total reported value
Q2 ’21: $8MQ2 ’21Q4 ’21: $8MQ4 ’21Q4 ’22: $41MQ4 ’22Q4 ’25: $3MQ4 ’25filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CM Management, LLC$120M AUM0.53%$638,036724.4KQ3 2025OLDER
Opaleye Management Inc.$759M AUM0.34%$3M285.0KQ4 2025
Nantahala Capital Management, LLC$2.7B AUM0.27%$8M8.81MQ3 2025OLDER
TSP Capital Management Group, LLC$410M AUM0.07%$279,104316.9KQ3 2025OLDER
Palumbo Wealth Management LLC$410M AUM0.04%$115,476171.2KQ1 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.01%$29,86811.7KQ3 2025OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.01%$32,19936.6KQ3 2025OLDER
Williams & Novak, LLC$151M AUM0.01%$8,80810.0KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$43,28167.5KQ2 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$197,582224.3KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M2.94MQ3 2025OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.00%$39,40344.7KQ3 2025OLDER
Catherine Avery Investment Management LLC$223M AUM0.00%$2,7273.1KQ4 2025
Empowered Funds, LLC$15.7B AUM0.00%$197,582224.3KQ3 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.00%$29,23833.2KQ3 2025OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$3,3665.3KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$327,155371.4KQ3 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$15,85418.0KQ3 2025OLDER
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$2,0523.2KQ2 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$6,78510.6KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$533,750606.0KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$325,800369.9KQ3 2025OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$613697Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$42,78548.6KQ3 2025OLDER
Activest Wealth Management$569M AUM0.00%$661750Q3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$54,33762.4KQ1 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$3,9014.4KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$50,63757.5KQ3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$9421.1KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$70,90480.5KQ3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$8,76510.1KQ2 2025OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$10,31111.7KQ3 2025OLDER
Key FInancial Inc$562M AUM0.00%$404445Q3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$482,509547.8KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$4M4.43MQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$900,7521.02MQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$338,591384.7KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,6842.5KQ1 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$220250Q3 2025OLDER
Main Street Group, LTD$340M AUM0.00%$110125Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$204,966232.7KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$526,354597.6KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$27,74531.5KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$1M1.36MQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$157,540178.9KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$16,99419.3KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$117,683133.6KQ3 2025OLDER
NFSG Corp$608M AUM0.00%$110125Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$554629Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$861978Q3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$56,23163.8KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$323,089366.8KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$9,95311.3KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$70,67580.2KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1218.7KQ1 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$26,00039.3KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$12,69414.4KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$10,90910.2KQ1 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$21,71424.7KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,2392.7KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$392445Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$95144Q1 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$137155Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$180280Q2 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$9521.1KQ1 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$470534Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$173196Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$9471.1KQ3 2025OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$1117Q2 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3135Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5,7586.5KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5,0105.7KQ3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3741Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1,1221.3KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$2,4042.7KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$11Q2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$126197Q2 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$11Q2 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$34Q4 2025
CWM, LLC$38.1B AUM$02Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.