Business Credit Institutions - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-22 NPORT-P PFC / Power Finance Corporation GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 90,756 25,090 -72.35
2025-09-22 NPORT-P 8591 / ORIX TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 2,809,100 2,783,900 -0.90
2025-09-22 NPORT-P ZOF / SBI Holdings TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 1,782,100 1,766,100 -0.90
2025-09-19 SCHEDULE 13D OCTO / Eightco Holdings Mozayyx Ugp, Llc 18,129,352
2025-09-19 SCHEDULE 13G OCTO / Eightco Holdings Bitmine Immersion Technologies, Inc. 13,698,630
2025-09-17 NPORT-P PLBC / Plumas Bancorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 518 518 0.00
2025-09-17 NPORT-P 8593 / Mitsubishi HC Capital GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 38,500 38,500 0.00
2025-09-17 NPORT-P SWKH / SWK Holdings GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 383 383 0.00
2025-09-17 NPORT-P 8591 / ORIX GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 50,200 48,300 -3.78
2025-09-17 NPORT-P ZOF / SBI Holdings GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 10,970 10,970 0.00
2025-09-17 NPORT-P 8591 / ORIX NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 50,000 50,000 0.00
2025-09-17 NPORT-P ECPG / Encore Capital Group GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,065 2,065 0.00
2025-09-17 NPORT-P PRAA / PRA Group GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3,444 3,444 0.00
2025-09-17 NPORT-P ZOF / SBI Holdings GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 16,600 16,600 0.00
2025-09-17 NPORT-P 8591 / ORIX NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 313,100 153,446 -50.99
2025-09-16 SCHEDULE 13G OCTO / Eightco Holdings CF Series DAT A LP 18,241,012
2025-09-16 SCHEDULE 13G OCTO / Eightco Holdings Discovery Capital Management, Llc / Ct 14,383,562
2025-09-15 13F-HR/A PLBC / Plumas Bancorp Charles Schwab Investment Management Inc 15,626 15,626 0.00
2025-09-15 13F-HR/A ECPG / Encore Capital Group Charles Schwab Investment Management Inc 512,042 508,893 -0.61
2025-09-15 13F-HR/A SWKH / SWK Holdings Charles Schwab Investment Management Inc 10,187 0 -100.00
2025-09-15 13F-HR/A IX / ORIX Corporation - Depositary Receipt Charles Schwab Investment Management Inc 27,859 145,592 422.60
2025-09-15 13F-HR/A PRAA / PRA Group Charles Schwab Investment Management Inc 468,244 450,232 -3.85
2025-09-12 SCHEDULE 13D OMCC / Old Market Capital Tcw Group Inc 600,704
2025-09-04 13F-HR/A PLBC / Plumas Bancorp Advisor Group Holdings, Inc. 0 1
2025-09-04 13F-HR/A PRAA / PRA Group Advisor Group Holdings, Inc. 20 652 3,160.00
2025-09-04 13F-HR/A ECPG / Encore Capital Group Advisor Group Holdings, Inc. 910 941 3.41
2025-09-04 13F-HR/A IX / ORIX Corporation - Depositary Receipt Advisor Group Holdings, Inc. 1,215 6,175 408.23
2025-08-29 NPORT-P SWKH / SWK Holdings BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 53,809 56,992 5.92
2025-08-29 NPORT-P ECPG / Encore Capital Group BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 90,910 92,575 1.83
2025-08-29 NPORT-P ZOF / SBI Holdings DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 800 600 -25.00
2025-08-29 NPORT-P PFC / Power Finance Corporation MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 56,196 30,141 -46.36
2025-08-29 NPORT-P IX / ORIX Corporation - Depositary Receipt MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 16,800 16,800 0.00
2025-08-29 NPORT-P PRAA / PRA Group JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3,071 4,305 40.18
2025-08-29 NPORT-P PRAA / PRA Group JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 5,572 5,962 7.00
2025-08-29 NPORT-P PRAA / PRA Group EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 16,949 16,951 0.01
2025-08-29 NPORT-P PFC / Power Finance Corporation PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 4,442,169 3,851,712 -13.29
2025-08-29 NPORT-P IX / ORIX Corporation - Depositary Receipt AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 31,800 33,000 3.77
2025-08-29 NPORT-P ZOF / SBI Holdings DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 12,700 12,400 -2.36
2025-08-29 NPORT-P ECPG / Encore Capital Group SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 2,787 2,787 0.00
2025-08-29 NPORT-P ECPG / Encore Capital Group JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 2,077 2,377 14.44
2025-08-29 NPORT-P SBHGF / SBI Holdings JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 34,902 31,634 -9.36
2025-08-29 NPORT-P ECPG / Encore Capital Group PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 98,910 126,229 27.62
2025-08-29 NPORT-P ZOF / SBI Holdings DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 4,200 4,200 0.00
2025-08-29 NPORT-P ECPG / Encore Capital Group MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3,150 3,150 0.00
2025-08-29 NPORT-P IX / ORIX Corporation - Depositary Receipt BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 532,750 532,750 0.00
2025-08-29 NPORT-P PFC / Power Finance Corporation JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 51,161 51,161 0.00
2025-08-29 NPORT-P PRAA / PRA Group SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4,120 4,120 0.00
2025-08-29 NPORT-P ZOF / SBI Holdings SA FUNDS INVESTMENT TRUST - SA International Value Fund 20,500 20,500 0.00
2025-08-29 NPORT-P ZOF / SBI Holdings DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3,400 3,400 0.00
2025-08-29 NPORT-P PRAA / PRA Group JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 7,510 7,831 4.27
2025-08-29 NPORT-P PRAA / PRA Group JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 638 695 8.93
2025-08-29 NPORT-P PFC / Power Finance Corporation SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 121,886 121,886 0.00
2025-08-29 NPORT-P PRAA / PRA Group JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 15,447 34,092 120.70
2025-08-29 NPORT-P ECPG / Encore Capital Group MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 349 462 32.38
2025-08-29 NPORT-P ECPG / Encore Capital Group JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4,590 4,529 -1.33
2025-08-29 NPORT-P IX / ORIX Corporation - Depositary Receipt JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 146,555 134,938 -7.93
2025-08-29 NPORT-P IX / ORIX Corporation - Depositary Receipt JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 39,800 41,100 3.27
2025-08-29 13F-HR IX / ORIX Corporation - Depositary Receipt Evolution Wealth Management Inc. 500
2025-08-29 NPORT-P SBHGF / SBI Holdings JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 9,513 9,513 0.00
2025-08-29 NPORT-P ECPG / Encore Capital Group JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 3,379 3,513 3.97
2025-08-29 NPORT-P ZOF / SBI Holdings DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 607,700 533,900 -12.14
2025-08-29 NPORT-P ECPG / Encore Capital Group JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 391 456 16.62
2025-08-29 NPORT-P 532955 / REC SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 124,810 124,810 0.00
2025-08-29 NPORT-P OMCC / Old Market Capital JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 75 75 0.00
2025-08-29 NPORT-P PLBC / Plumas Bancorp John Hancock Financial Opportunities Fund 64,021 72,944 13.94
2025-08-29 NPORT-P 8593 / Mitsubishi HC Capital AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 18,000 17,600 -2.22
2025-08-29 NPORT-P PLBC / Plumas Bancorp DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6,734 6,710 -0.36
2025-08-29 NPORT-P 532955 / REC PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 1,979,857 1,342,568 -32.19
2025-08-29 NPORT-P OMCC / Old Market Capital BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 25,225 24,894 -1.31
2025-08-29 NPORT-P PLBC / Plumas Bancorp JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 842 927 10.10
2025-08-29 NPORT-P MIUFF / Mitsubishi HC Capital JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 112,739 102,116 -9.42
2025-08-29 NPORT-P MIUFF / Mitsubishi HC Capital JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 27,500 32,100 16.73
2025-08-29 NPORT-P PLBC / Plumas Bancorp DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 8,687 8,542 -1.67
2025-08-29 NPORT-P PLBC / Plumas Bancorp BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 2,859 2,810 -1.71
2025-08-29 NPORT-P PLBC / Plumas Bancorp JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 1,078 1,188 10.20
2025-08-29 NPORT-P 532955 / REC JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 45,358 45,358 0.00
2025-08-28 NPORT-P OMCC / Old Market Capital IWC - iSHARES TRUST - iShares Micro-Cap ETF 9,004 10,897 21.02
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares -202,900
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 1,114,100 1,149,700 3.20
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 2,100 2,100 0.00
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 65,200 49,000 -24.85
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 252,230 252,230 0.00
2025-08-28 NPORT-P RECLTD / REC SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 346,903 346,903 0.00
2025-08-28 NPORT-P RECLTD / REC QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 2,027 1,947 -3.95
2025-08-28 NPORT-P RECLTD / REC XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 1,016 1,016 0.00
2025-08-28 NPORT-P RECLTD / REC GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 29,194 43,653 49.53
2025-08-28 NPORT-P RECLTD / REC CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 5,926,183 6,174,058 4.18
2025-08-28 NPORT-P RECLTD / REC CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 3,461,853 3,352,063 -3.17
2025-08-28 NPORT-P RECLTD / REC SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 613,431 667,136 8.75
2025-08-28 NPORT-P PLBC / Plumas Bancorp SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 3,064
2025-08-28 NPORT-P RECLTD / REC SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 19,055 11,447 -39.93
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 10,400 12,100 16.35
2025-08-28 NPORT-P RECLTD / REC EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 14,637 14,028 -4.16
2025-08-28 NPORT-P RECLTD / REC SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 62,433 328,732 426.54
2025-08-28 NPORT-P RECLTD / REC SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 97,100
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 26,500 93,400 252.45
2025-08-28 NPORT-P RECLTD / REC CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 55,674 55,869 0.35
2025-08-28 NPORT-P 8593 / Mitsubishi HC Capital STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 194,800 169,700 -12.89
2025-08-28 NPORT-P PLBC / Plumas Bancorp SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 2,300 3,340 45.22
2025-08-28 NPORT-P NRUC / National Rural Utilities Cooperative Finance Corporation - Corporate Bond PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 125,181 114,927 -8.19
2025-08-28 NPORT-P PLBC / Plumas Bancorp IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 50,090 47,815 -4.54
2025-08-28 NPORT-P PLBC / Plumas Bancorp IWM - iSHARES TRUST - iShares Russell 2000 ETF 165,746 151,706 -8.47
2025-08-28 NPORT-P PLBC / Plumas Bancorp SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 2,100 1,800 -14.29
2025-08-28 NPORT-P PLBC / Plumas Bancorp TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 54 54 0.00
2025-08-28 NPORT-P PLBC / Plumas Bancorp BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 613 613 0.00
2025-08-28 NPORT-P PLBC / Plumas Bancorp GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 546 546 0.00