2WP - Postal Realty Trust, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (MUN)

Postal Realty Trust, Inc.
DE ˙ MUN ˙ US73757R1023
15,00 € ↓ −0,04 (−0,27%)
2017-07-10
DELAT PRIS
Grundläggande statistik
Institutionella ägare 315 total, 314 long only, 0 short only, 1 long/short - change of −0,94% MRQ
Genomsnittlig portföljallokering 0.1038 % - change of 5,06% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 19 789 689 - 80,51% (ex 13D/G) - change of 0,74MM shares 3,91% MRQ
Institutionellt värde (lång) $ 278 512 USD ($1000)
Institutionellt ägande och aktieägare

Postal Realty Trust, Inc. (DE:2WP) har 315 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 19,789,689 aktier. Största aktieägare inkluderar Fmr Llc, BlackRock, Inc., Vanguard Group Inc, FRIFX - Fidelity Real Estate Income Fund, FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Gilman Hill Asset Management, LLC, Geode Capital Management, Llc, State Street Corp, and IWM - iShares Russell 2000 ETF .

Postal Realty Trust, Inc. (MUN:2WP) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

DE:2WP / Postal Realty Trust, Inc. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-28 NP HDG - ProShares Hedge Replication ETF 29 11,54 0
2025-08-05 13F Prosperity Consulting Group, LLC 11 595 −5,88 171 −2,86
2025-08-14 13F California State Teachers Retirement System 1 680 0,00 25 4,35
2025-08-05 13F Huntington National Bank 319 −57,92 5 −60,00
2025-07-31 13F Kornitzer Capital Management Inc /ks 55 000 810
2025-08-08 13F Tortoise Investment Management, LLC 100 0,00 1 0,00
2025-08-11 13F Vanguard Group Inc 1 327 580 10,07 19 555 13,54
2025-08-14 13F Uniplan Investment Counsel, Inc. 259 593 −44,61 3 824 −42,87
2025-06-26 NP USMIX - Extended Market Index Fund 2 537 −6,59 34 −5,71
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7 808 0,00 115 3,60
2025-08-13 13F ExodusPoint Capital Management, LP 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2 154 −23,89 32 −22,50
2025-08-11 13F Alps Advisors Inc 17 022 −9,99 251 −7,41
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 1 387 −31,57 20 −28,57
2025-08-12 13F Legal & General Group Plc 2 064 2,79 30 7,14
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1 588 0,00 21 5,00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2 258 45,87 33 50,00
2025-08-14 13F Jane Street Group, Llc 78 039 26,86 1 150 30,87
2025-08-26 NP NRIAX - Nuveen Real Asset Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116 474 −10,65 1 716 −7,85
2025-08-11 13F Covestor Ltd 151 −18,38 0
2025-08-13 13F Northern Trust Corp 181 570 −6,17 2 675 −3,22
2025-08-13 13F MetLife Investment Management, LLC 13 788 0,04 203 3,57
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 571 0,00 38 2,78
2025-08-14 13F Bank Of America Corp /de/ 42 539 −36,49 627 −34,52
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 6 640 132,98 98 142,50
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 15 180 13,45 224 16,75
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-08-14 13F Group One Trading, L.p. 525 8
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 10 005 97,65 147 104,17
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 30 914 247,27 428 244,35
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 3 897 −10,60 52 −10,53
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 200 5,75 136 8,87
2025-07-24 13F Us Bancorp \de\ 24 −90,70 0 −100,00
2025-08-06 13F Round Rock Advisors, LLC 19 254 0,00 284 3,28
2025-08-07 13F Acadian Asset Management Llc 125 002 267,15 2
2025-08-14 13F Wells Fargo & Company/mn 52 885 136,96 779 144,65
2025-08-20 NP ANCIX - Ancora Microcap Fund Class I 24 214 0,00 357 3,19
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 736 11
2025-08-26 NP FRI - First Trust S&P REIT Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 940 −0,44 43 2,38
2025-08-05 13F Bard Associates Inc 155 974 −1,08 2 297 2,04
2025-07-30 NP NETL - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF 105 350 8,82 1 458 8,16
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1 075 11,63 14 16,67
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89 485 0,00 1 185 0,59
2025-08-14 13F Graham Capital Management, L.P. 11 588 171
2025-08-18 13F Geneos Wealth Management Inc. 76 1
2025-08-13 13F Jones Financial Companies Lllp 196 3
2025-08-14 13F/A Skopos Labs, Inc. 133 0,00 2 0,00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2 540 4,35 34 3,13
2025-05-05 13F Lindbrook Capital, Llc 227 530,56 3
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 24 650 0,00 326 0,62
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10 521 7,54 155 10,79
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 486 −4,20 184 −1,61
2025-08-07 13F Allworth Financial LP 408 10,57 6 50,00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 905 0,00 13 0,00
2025-07-25 13F Community Bank, N.A. 500 0,00 7 0,00
2025-08-08 13F/A Sterling Capital Management LLC 606 139,53 9 166,67
2025-07-28 NP UWM - ProShares Ultra Russell2000 2 230 −17,22 31 −18,92
2025-07-09 13F Massmutual Trust Co Fsb/adv 238 −21,71 4 −25,00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4 386 −27,58 65 −25,58
2025-07-16 13F Essex Financial Services, Inc. 45 913 −0,55 676 2,58
2025-08-14 13F Two Sigma Advisers, Lp 313 400 71,44 4 616 76,86
2025-05-28 NP QCEQRX - Equity Index Account Class R1 9 072 0,00 130 9,32
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 701 624 0,00 10 335 3,14
2025-08-07 13F Los Angeles Capital Management Llc 214 079 58,88 3 153 63,88
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 523 0,00 8 0,00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 689 59,86 9 80,00
2025-08-11 13F Nomura Asset Management Co Ltd 33 600 13,51 495 17,06
2025-08-12 13F Prudential Financial Inc 98 182 1 446
2025-08-14 13F Price T Rowe Associates Inc /md/ 22 656 −1,35 0
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 198 740 56,26 2 927 61,18
2025-08-14 13F Daiwa Securities Group Inc. 7 178 0,00 0
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 43 284 4,77 599 4,17
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 644 −22,87 9 −10,00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 78 −3,70 1 0,00
2025-07-28 NP AVRE - Avantis Real Estate ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 819 3,15 67 1,54
2025-07-31 13F Nisa Investment Advisors, Llc 5 925 12,75 87 16,00
2025-08-08 13F Cetera Investment Advisers 30 796 10,23 454 13,82
2025-08-14 13F Susquehanna Fundamental Investments, Llc 24 872 −1,90 366 1,10
2025-07-15 13F Ballentine Partners, LLC 29 060 −4,93 428 −1,83
2025-07-14 13F AdvisorNet Financial, Inc 1 0,00 0
2025-08-19 NP BUFDX - Buffalo Dividend Focus Fund Investor Class 55 000 810
2025-08-14 13F Stifel Financial Corp 192 535 0,94 2 836 4,15
2025-08-14 13F Cubist Systematic Strategies, LLC 110 976 −4,74 1 635 −1,74
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 387 −5,38 6 0,00
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Atom Investors LP 37 087 546
2025-08-14 13F Raymond James Financial Inc 56 467 38,65 832 43,03
2025-08-14 13F D. E. Shaw & Co., Inc. 33 958 42,00 500 46,63
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 247 −21,10 136 −20,59
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 320 6,78 641 6,13
2025-07-25 13F Cwm, Llc 2 237 195,51 0
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 1 104 1,19 16 7,14
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 17 134 0,00 252 3,28
2025-08-08 13F Pnc Financial Services Group, Inc. 11 346 52,19 167 57,55
2025-08-14 13F Boothbay Fund Management, Llc 10 350 −33,62 152 −31,53
2025-07-23 NP NSDVX - North Star Dividend Fund Class I Shares 196 000 0,00 2 713 −0,66
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 172 118 7,68 2 279 8,32
2025-08-07 13F CSM Advisors, LLC 242 145 4
2025-08-13 13F EverSource Wealth Advisors, LLC 1 239 4 488,89 18
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 024 13,33 30 16,00
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 24 724 12,16 327 12,76
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 22 568 −5,64 332 −2,64
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 607 41,62 642 46,24
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 537 84,50 179 86,46
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 216 0,00 3 0,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4 041 −36,17 56 −37,50
2025-08-14 13F Comerica Bank 857 −80,01 13 −80,33
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 529 37,40 8 40,00
2025-08-11 13F Principal Securities, Inc. 18 0
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 18 851 55,77 278 61,05
2025-08-14 13F Two Sigma Investments, Lp 273 364 32,78 4 027 36,99
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 15 321 0,00 203 0,50
2025-07-30 NP RIET - Hoya Capital High Dividend Yield ETF 85 218 29,12 1 179 28,29
2025-08-11 13F Cornerstone Planning Group LLC 165 −32,93 2 −33,33
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5 903 0,00 87 2,38
2025-08-13 13F Renaissance Technologies Llc 320 150 0,03 4 716 3,17
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 803 0,00 189 3,30
2025-08-14 13F Evergreen Capital Management Llc 0 −100,00 0
2025-08-12 13F Rhumbline Advisers 36 416 −0,74 536 2,49
2025-08-12 13F Dimensional Fund Advisors Lp 255 640 0,99 3 766 4,18
2025-08-14 13F Quarry LP 9 000 −31,65 133 −29,79
2025-08-06 13F Pekin Hardy Strauss, Inc. 21 065 30,84 310 35,37
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 528 0,00 20 0,00
2025-07-30 13F Principle Wealth Partners Llc 11 795 0,00 174 2,98
2025-08-12 13F Segall Bryant & Hamill, Llc 148 011 2 180
2025-07-11 13F Farther Finance Advisors, LLC 981 0,00 14 0,00
2025-08-12 13F Zacks Investment Management 185 388 −2,30 2 731 0,78
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-07-23 NP WSCVX - North Star Small Cap Value Fund Investor Class 55 500 0,00 768 −0,65
2025-07-16 13F Signaturefd, Llc 2 786 −50,94 41 −49,38
2025-07-17 13F Janney Montgomery Scott LLC 172 959 −6,94 3 0,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4 486 −0,69 66 3,13
2025-08-14 13F Quantinno Capital Management LP 15 172 5,09 223 8,25
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 1 457 0,00 21 5,00
2025-07-08 13F Nbc Securities, Inc. 350 −90,67 0
2025-08-12 13F BlackRock, Inc. 1 758 914 10,88 25 909 14,37
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 373 973 15,98 5 509 19,64
2025-08-06 13F Cornerstone Investment Partners, LLC 11 421 0,04 168 3,07
2025-08-13 13F Quadrant Capital Group Llc 14 896 2,56 219 5,80
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 630 315,76 643 330,87
2025-05-14 13F Penn Capital Management Co Inc 0 −100,00 0
2025-08-13 13F New York State Common Retirement Fund 7 272 0,00 0
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 613 0,00 22 0,00
2025-05-28 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1 198 0,00 17 13,33
2025-05-27 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 275 4,29 75 13,64
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5 529 0,00 81 3,85
2025-08-08 13F Larson Financial Group LLC 54 0,00 1
2025-05-20 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 105 110,00 2
2025-08-20 NP AATIX - Ancora/Thelen Small-Mid Cap Class I 60 028 0,00 884 3,15
2025-08-13 13F PharVision Advisers, LLC 25 381 −31,78 374 −29,76
2025-08-14 13F DRW Securities, LLC 0 −100,00 0
2025-08-06 13F Ethos Financial Group, LLC 31 520 0,00 464 3,11
2025-07-31 13F Asset Management One Co., Ltd. 59 729 3,27 880 6,55
2025-08-13 13F QSV Equity Investors LLC 103 040 −0,84 1 518 2,29
2025-08-11 13F Blue Bell Private Wealth Management, Llc 100 1
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 114 3,64 2 0,00
2025-06-25 NP USRT - iShares Core U.S. REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56 983 2,98 754 3,57
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 760 0,00 11 10,00
2025-07-23 NP NSMVX - North Star Micro Cap Fund Class I Shares 163 000 0,00 2 256 −0,66
2025-08-14 13F UBS Group AG 113 026 139,85 1 665 147,62
2025-08-14 13F Qube Research & Technologies Ltd 136 413 105,55 2 009 112,14
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6 20,00 0
2025-07-28 13F New York State Teachers Retirement System 1 972 0,00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 632 −27,31 23 −29,03
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4 000 25,12 59 28,89
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 17 000 5,59 250 9,17
2025-08-14 13F Sei Investments Co 11 251 166
2025-07-15 13F North Star Investment Management Corp. 494 165 0,00 7 279 3,16
2025-07-29 13F Spirit Of America Management Corp/ny 3 000 0,00 44 4,76
2025-07-30 13F Cullen/frost Bankers, Inc. 2 026 225,20 30 262,50
2025-08-14 13F Ancora Advisors, LLC 262 501 0,18 3 867 3,34
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 700 0,00 10 11,11
2025-08-12 13F Franklin Resources Inc 15 983 4,83 235 8,29
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 243 376 −3,54 3 222 −2,95
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 691 563
2025-08-14 13F Millennium Management Llc 447 278 18,17 6 588 21,89
2025-08-29 NP SOAAX - Spirit Of America Real Estate Income And Growth Fund Class A 3 000 0,00 44 4,76
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1 168 0,00 17 6,25
2025-07-16 13F State of Alaska, Department of Revenue 10 836 2,80 0
2025-08-04 13F Amalgamated Bank 758 0,00 0
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 472 1,51 6 0,00
2025-08-12 13F Charles Schwab Investment Management Inc 71 265 2,51 1 050 5,75
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4 711 19,30 69 23,21
2025-08-14 13F Verition Fund Management LLC 19 100 1,60 281 4,85
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 56 075 −36,17 742 −35,81
2025-07-08 13F Rise Advisors, LLC 1 436 0,00 21 5,00
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 21 632 31 711,76 319
2025-05-14 13F Loomis Sayles & Co L P 0 −100,00 0
2025-05-12 13F Virtu Financial LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 2 033 4,36 30 7,41
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 275 0,82 433 0,00
2025-08-14 13F Fmr Llc 2 801 175 −20,72 41 261 −18,23
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55 395 6,43 733 7,16
2025-07-14 13F UMA Financial Services, Inc. 98 1
2025-07-14 13F GAMMA Investing LLC 583 −11,67 9 −11,11
2025-05-15 13F Almitas Capital LLC 0 −100,00 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 −100,00 0
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 527 12,00 60 11,32
2025-06-27 NP RSSL - Global X Russell 2000 ETF 13 323 7,67 176 8,64
2025-08-13 13F Capital Analysts, Inc. 281 −53,09 0
2025-08-13 13F Russell Investments Group, Ltd. 69 968 −16,83 1 031 −14,24
2025-08-14 13F Goldman Sachs Group Inc 63 601 −35,87 937 −33,90
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 382 −0,52 5 0,00
2025-07-24 13F IFP Advisors, Inc 520 44,85 8 40,00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 149 431 109,10 2 201 115,78
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-07-24 NP FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 773 180 −11,04 10 701 −11,62
2025-08-12 13F Jpmorgan Chase & Co 51 295 −46,09 756 −44,40
2025-09-04 13F/A Advisor Group Holdings, Inc. 10 552 −40,78 155 −38,98
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2 600 0,00 36 −2,78
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 397 0,00 6 0,00
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 6 670 0,00 98 3,16
2025-08-14 13F Summit Trail Advisors, Llc 167 603 2 469
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 834 −0,73 56 1,82
2025-08-26 NP TLSTX - Stock Index Fund 255 0,00 4 0,00
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 617 −94,99 9 −95,53
2025-08-14 13F DRW Securities, LLC Put 0 −100,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 22 −8,33 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 804 0,00 12 0,00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12 284 −6,97 181 −4,26
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127 702 −4,09 1 767 −4,69
2025-08-14 13F Lazard Asset Management Llc 15 372 −69,21 0
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 023 0,00 162 3,18
2025-08-12 13F White Pine Capital Llc 62 756 0,16 924 3,36
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 16 290 14,72 240 18,32
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7 160 265,31 105 288,89
2025-07-10 13F Longboard Asset Management, LP 17 143 253
2025-08-13 13F Federated Hermes, Inc. 3 770 1 156,67 56 1 275,00
2025-07-16 13F Dakota Wealth Management 49 710 5,72 732 9,09
2025-08-14 13F Royal Bank Of Canada 24 713 36,90 364 40,54
2025-05-07 13F Meeder Asset Management Inc 0 −100,00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 29 893 440
2025-08-12 13F Proequities, Inc. 0 0
2025-07-10 13F Exchange Traded Concepts, Llc 101 793 6,13 1 499 9,50
2025-06-26 NP BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 28 478 −12,36 377 −11,71
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 0 −100,00 0 −100,00
2025-08-18 13F Wolverine Trading, Llc Call 11 500 10,58 172 17,12
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-07-30 13F D.a. Davidson & Co. 13 003 −9,63 192 −6,83
2025-08-08 13F Intrua Financial, LLC 30 756 −11,57 453 −8,67
2025-07-31 13F State of New Jersey Common Pension Fund D 148 494 0,00 2 187 3,16
2025-08-14 13F Arete Wealth Advisors, LLC 18 934 0,00 0
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 186 260 0,00 2 578 −0,66
2025-08-14 13F Engineers Gate Manager LP 19 182 283
2025-08-14 13F Aqr Capital Management Llc 39 098 576
2025-08-13 13F Marshall Wace, Llp 317 738 34,39 4 680 38,63
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-05-16 13F Presima Inc. 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 18 525 −9,89 273 −7,17
2025-08-08 13F Intech Investment Management Llc 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 27 173 −7,25 400 −4,31
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3 451 11,79 51 13,64
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 21 767 1 744,66 301 1 781,25
2025-06-26 NP FRIFX - Fidelity Real Estate Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 878 500 0,00 11 631 0,61
2025-08-14 13F Susquehanna International Group, Llp Call 71 000 2,60 1 046 5,77
2025-08-26 NP Profunds - Profund Vp Small-cap 51 2,00 1
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3 275 122,79 48 140,00
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 006 −8,29 93 −8,00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 92 9,52 1 0,00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 523 186 15,85 7 707 19,49
2025-08-08 13F Geode Capital Management, Llc 564 746 −0,37 8 320 2,75
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 4 462 −15,25 59 −14,49
2025-08-05 13F Bank of New York Mellon Corp 93 237 28,10 1 373 32,15
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 124 50,66 385 55,47
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 0 −100,00 0 −100,00
2025-08-12 13F Hillsdale Investment Management Inc. 20 400 10,87 300 14,50
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 11 375 −44,08 168 −42,41
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 472 −0,72 131 −0,76
2025-08-19 13F State of Wyoming 36 772 760,36 542 786,89
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 37 225 −26,81 548 −24,52
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1 211 0,00 18 0,00
2025-06-26 NP DFREX - Dfa Real Estate Securities Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73 804 0,00 977 0,62
2025-07-31 13F Quest Partners LLC 12 123 −49,09 179 −47,65
2025-08-14 13F Citadel Advisors Llc 57 505 −21,33 847 −18,79
2025-08-14 13F Citadel Advisors Llc Call 48 400 84,03 713 89,87
2025-08-14 13F Citadel Advisors Llc Put 12 200 15,09 180 18,54
2025-08-12 13F LPL Financial LLC 41 695 3,86 614 7,16
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-14 13F State Street Corp 530 062 3,07 7 808 6,30
2025-07-09 13F Harbor Capital Advisors, Inc. 329 −29,55 0
2025-08-06 13F Commonwealth Equity Services, Llc 15 167 0
2025-08-14 13F Alliancebernstein L.p. 27 330 66,34 403 71,79
2025-08-14 13F/A Barclays Plc 40 187 72,80 1
2025-08-13 13F Jump Financial, LLC 48 940 61,06 721 66,28
2025-08-12 13F Deutsche Bank Ag\ 3 616 −87,69 53 −87,35
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 40 387 246,70 559 244,44
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 913 0,00 13 0,00
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 326 −4,82 101 −5,61
2025-08-13 13F Invesco Ltd. 32 218 9,16 475 12,59
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52 987 2,48 780 5,69
2025-08-15 NP Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 63 748 −3,58 939 −0,53
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 111 975 11,08 1 550 10,33
2025-08-13 13F Quantbot Technologies LP 7 143 −30,44 105 −28,08
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 21 617 7,46 286 8,33
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 47 763 0,00 704 3,08
2025-08-05 13F Corton Capital Inc. 12 207 −8,90 180 −6,28
2025-08-11 13F Martingale Asset Management L P 51 585 20,89 760 24,63
2025-05-05 13F Foundry Partners, LLC 247 820 −38,21 3 539 −32,39
2025-05-27 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65 015 −14,02 928 −5,88
2025-08-06 13F Penserra Capital Management LLC 78 060 −2,75 1 0,00
2025-08-12 13F Ameritas Investment Partners, Inc. 2 258 45,87 33 50,00
2025-08-12 13F MAI Capital Management 258 4
2025-08-04 13F Strs Ohio 3 800 0,00 56 1,85
2025-08-11 13F HighTower Advisors, LLC 169 518 1,19 2 497 4,39
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 229 −28,44 3 −25,00
2025-08-01 13F Mendel Money Management 19 806 20,44 292 24,36
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 70 267 117,90 1 035 125,00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 10 212 61,79 150 66,67
2025-08-14 13F First Wilshire Securities Management Inc 13 158 20,34 194 23,72
2025-08-12 13F Nuveen, LLC 227 523 −23,22 3 351 −12,51
2025-05-06 13F Royce & Associates Lp 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 3 882 359,95 57 375,00
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-06 13F Nvwm, Llc 43 746 1,34 644 4,55
2025-08-06 13F True Wealth Design, LLC 13 −23,53 0
2025-08-26 NP Nuveen Real Asset Income & Growth Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56 696 −11,39 835 −8,54
2025-05-15 13F Sherbrooke Park Advisers Llc 0 −100,00 0
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22 509 −0,77 298 0,00
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 151 0,00 15 0,00
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 24 130 355
2025-08-15 13F Morgan Stanley 255 687 8,17 3 766 11,59
2025-08-11 13F New Age Alpha Advisors, LLC 0 −100,00 0
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 455 0,43 743 3,63
2025-08-11 13F Citigroup Inc 9 155 −46,74 135 −45,31
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 25 972 9,25 383 12,68
2025-08-06 13F Resona Asset Management Co.,Ltd. 8 743 −10,87 130 −5,80
2025-07-07 13F Versant Capital Management, Inc 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 14 313 0,00 211 2,94
2025-08-14 13F Man Group plc 175 862 2 590
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 814 0,00 11 0,00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3 529 0,00 52 2,00
2025-07-30 NP RDOG - ALPS REIT Dividend Dogs ETF 19 192 −8,75 266 −9,25
2025-08-13 13F Guggenheim Capital Llc 32 587 6,45 480 9,84
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 53 1,92 1
2025-07-09 13F Gilman Hill Asset Management, LLC 597 963 2,88 8 808 6,12
2025-08-14 13F Hrt Financial Lp 10 709 0
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 18 642 275
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 2 588 1,97 38 5,56
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 4 707 −17,94 65 −17,72
2025-05-27 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 233 194 0,00 3 330 9,43
2025-08-08 13F Creative Planning 40 176 49,22 592 53,91
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 31 3,33 0
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 911 −7,04 12 0,00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 38 787 8,33 571 11,74
2025-07-28 NP VCSLX - Small Cap Index Fund 8 801 4,95 122 4,31
Other Listings
US:PSTL 15,91 US$
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