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Oncology Institute Inc (TOI)

CUSIP: 68236X100 | NYSE | Healthcare · Medical Care Facilities | Small Cap | 232 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning141,507
0.0% of portfolio›$894.3K
Kingswood Wealth Advisors, LLC136,401
0.0% of portfolio›$862.1K
State of Wyoming78,644
0.0% of portfolio›$497.0K
Wealth Enhancement Advisory Services, LLC72,861
0.0% of portfolio›$450.3K
T3 Companies, LLC64,500
0.4% of portfolio›$407.6K
Allspring Global Investments Holdings, LLC53,391
0.0% of portfolio›$331.8K
Berkshire Money Management, Inc.20,220
0.0% of portfolio›$127.8K
Granite Investment Partners, LLC18,218
0.0% of portfolio›$115.1K
Pekin Hardy Strauss, Inc.18,000
0.0% of portfolio›$113.8K
Caitong International Asset Management Co., Ltd14,893
0.0% of portfolio›$94.1K
Fermata Advisors, LLC12,675
0.0% of portfolio›$80.1K
AMG National Trust Bank10,000
0.0% of portfolio›$63.2K
State of Alaska, Department of Revenue4,960
0.0% of portfolio›$31
Citigroup Inc3,780
0.0% of portfolio›$23.9K
Miller Wealth Advisors, LLC2,820
0.0% of portfolio›$17.8K
Sterling Capital Management LLC2,281
0.0% of portfolio›$14.4K
Summit Securities Group LLC1,992
0.0% of portfolio›$12.6K
Parallel Advisors, LLC1,300
0.0% of portfolio›$8.2K
Capital Advisors, Ltd. LLC1,219
0.0% of portfolio›$8
SBI Securities Co., Ltd.1,195
0.0% of portfolio›$7.6K
IFP Advisors, Inc500
0.0% of portfolio›$3.2K
Gamma Investing LLC381
0.0% of portfolio›$2.4K
Ascentis Wealth Management, LLC56
0.0% of portfolio›$353
Root Financial Partners, LLC51
0.0% of portfolio›$322
Hughes Financial Services, LLC47
0.0% of portfolio›$313
Farther Finance Advisors, LLC15
0.0% of portfolio›$95
EverSource Wealth Advisors, LLC14
0.0% of portfolio›$88
StyleTurnoverLocationFiled
Creative Planning
141,507$894.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
136,401$862.1K0.0%GrowthLowSan Diego, CA2026-10-23
State of Wyoming
78,644$497.0K0.0%ValueHighCheyenne, WY2026-10-28
Wealth Enhancement Advisory Services, LLC
72,861$450.3K0.0%CoreLowPlymouth, MN2026-10-13
T3 Companies, LLC
64,500$407.6K0.4%CoreVery HighNew York, NY2026-10-22
Allspring Global Investments Holdings, LLC
53,391$331.8K0.0%CoreMediumCharlotte, NC2026-11-04
Berkshire Money Management, Inc.
20,220$127.8K0.0%ETFMediumDalton, MA2026-10-21
Granite Investment Partners, LLC
18,218$115.1K0.0%CoreMediumEl Segundo, CA2026-11-04
Pekin Hardy Strauss, Inc.
18,000$113.8K0.0%ValueMediumChicago, IL2026-11-02
Caitong International Asset Management Co., Ltd
14,893$94.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fermata Advisors, LLC
12,675$80.1K0.0%ETFLowSonoma, CA2026-10-13
AMG National Trust Bank
10,000$63.2K0.0%ETFLowGreenwood Village, CO2026-11-05
State of Alaska, Department of Revenue
4,960$310.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
3,780$23.9K0.0%CoreMediumNew York, NY2026-11-04
Miller Wealth Advisors, LLC
2,820$17.8K0.0%GrowthLowOuray, CO2026-11-02
Sterling Capital Management LLC
2,281$14.4K0.0%GARPMediumCharlotte, NC2026-10-22
Summit Securities Group LLC
1,992$12.6K0.0%CoreVery HighNew York, NY2026-11-05
Parallel Advisors, LLC
1,300$8.2K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Advisors, Ltd. LLC
1,219$80.0%ETFLowShaker Heights, OH2026-10-27
SBI Securities Co., Ltd.
1,195$7.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
500$3.2K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
381$2.4K0.0%IndexVery LowFoster City, CA2026-10-08
Ascentis Wealth Management, LLC
56$3530.0%Agg GrowthLowDallas, TX2026-11-03
Root Financial Partners, LLC
51$3220.0%ETFMediumEncinitas, CA2026-10-21
Hughes Financial Services, LLC
47$3130.0%ETFLowHerndon, VA2026-10-30
Farther Finance Advisors, LLC
15$950.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
14$880.0%CoreMediumBirmingham, AL2026-11-04