L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
3,233,586
combined, among listed positions
Reported value
$347m
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +69,792.

Managers listing ADUS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Capital Research Global Investors1,469,752$158munder 0.1%Added+268,19211 Feb 2026 (the filing on sec.gov)
Invesco Ltd416,857$45munder 0.1%Added+27,68319 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP362,681$39munder 0.1%Trimmed-44,66017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)348,260$37munder 0.1%Added+43,99517 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc231,882$25munder 0.1%Added+1,72317 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP137,932$15m0.11%Added+135,24617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC77,256$8.3munder 0.1%Added+67,95712 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC48,800$5.2munder 0.1%Trimmed-53,80012 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP33,921$3.6munder 0.1%Added+2,19017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC28,124$3.0munder 0.1%Added+18,28517 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC26,663$2.9munder 0.1%Added+23,77617 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC8,651$929kunder 0.1%Added+1,03713 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC8,318$893kunder 0.1%Trimmed-34317 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.8,214$882kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd7,959$854kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP5,009$538kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP3,597$386kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC3,480$374kunder 0.1%Added+1,10917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP3,241$348kunder 0.1%Trimmed-57817 Feb 2026 (the filing on sec.gov)
Millennium Management LLC2,989$321kunder 0.1%Trimmed-419,09017 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

012342014201520192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ADUS by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$12mn.a.n.a.
Q4 20132$11mn.a.n.a.
Q1 20141$9.0mn.a.n.a.
Q2 20141$8.7mn.a.n.a.
Q3 20141$6.8mn.a.n.a.
Q4 20141$5.4mn.a.n.a.
Q1 20151$4.2mn.a.n.a.
Q2 20171$558kn.a.n.a.
Q3 20171$1.2mn.a.n.a.
Q4 20171$1.0mn.a.n.a.
Q2 20181$4.7mn.a.n.a.
Q3 20181$11mn.a.n.a.
Q4 20182$12mn.a.n.a.
Q1 20191$8.3mn.a.n.a.
Q2 20192$22mn.a.n.a.
Q3 20194$63mn.a.n.a.
Q4 20194$52mn.a.n.a.
Q1 20202$23mn.a.n.a.
Q2 20204$48mn.a.n.a.
Q3 20204$75mn.a.n.a.
Q4 20203$103mn.a.n.a.
Q1 20211$84mn.a.n.a.
Q2 20211$73mn.a.n.a.
Q3 20213$77mn.a.n.a.
Q4 20213$91mn.a.n.a.
Q1 20222$88mn.a.n.a.
Q2 20222$80mn.a.n.a.
Q3 20222$91mn.a.n.a.
Q4 20222$70mn.a.n.a.
Q1 20233$77mn.a.n.a.
Q2 20232$4.3mn.a.n.a.
Q3 20231$3.9mn.a.n.a.
Q4 20231$4.6m10
Q1 20242$50m20
Q2 20242$89m21
Q3 20241$11m10
Q4 20242$59m11
Q1 20252$83m20
Q2 20252$188m20
Q3 20251$142m10
Q4 20252$173m137
Q1 20261$144m139
Q2 20261$140m911

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ADUS and UNH →ADUS and ELV →ADUS and CI →Choose a stock to compare with ADUS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ADUS, latest filings →Back to the 13F Explorer →