VSEE HEALTH, INC. - VSEE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HB Wealth Management, LLC | History | No change | 602,652 | 225 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 79,435 | 29 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 72,670 | 26 | 0.0% | 0.0% | 3 | +27,995 | 62.66% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 66,489 | 25 | 0.0% | — | 4 | +66,489 | New | Q4 2025 | Feb 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 43,212 | 16 | 0.0% | — | 5 | +43,212 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 36,746 | 13 | 0.0% | 0.0% | 6 | +26,595 | 261.99% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 27,299 | 10 | 0.0% | — | 7 | +25,836 | 1765.96% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 22,420 | 8 | 0.0% | — | 8 | +22,420 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | No change | 18,900 | 7 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 14,098 | 5 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,354 | 4 | 0.0% | — | 12 | +11,354 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | No change | 11,957 | 4 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | New | 8,316 | 3 | 0.0% | — | 13 | +8,316 | New | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,157 | 1 | 0.0% | 0.0% | 14 | +1,177 | 29.57% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,547 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,484 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | New | 2,542 | 0 | — | — | — | +2,542 | New | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 67 | 0 | — | — | — | -11 | -14.1% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |