UTB - Unity Bancorp, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (DB)

Unity Bancorp, Inc.
DE ˙ DB ˙ US9132901029
43,80 € ↓ −0,20 (−0,45%)
2026-02-25
DELAT PRIS
Grundläggande statistik
Institutionella ägare 234 total, 234 long only, 0 short only, 0 long/short - change of −18,27% MRQ
Aktiepris 43,80
Genomsnittlig portföljallokering 0.0662 % - change of −11,75% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 5 497 150 - 55,07% (ex 13D/G) - change of −0,39MM shares −6,49% MRQ
Institutionellt värde (lång) $ 274 268 USD ($1000)
Institutionellt ägande och aktieägare

Unity Bancorp, Inc. (DE:UTB) har 234 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 5,497,150 aktier. Största aktieägare inkluderar BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, Banc Funds Co Llc, Alliancebernstein L.p., Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, American Century Companies Inc, and Geode Capital Management, Llc .

Unity Bancorp, Inc. (DB:UTB) 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%.

The share price as of February 25, 2026 is 43,80 / share. Previously, on February 27, 2025, the share price was 42,80 / share. This represents an increase of 2,34% over that period.

DE:UTB / Unity Bancorp, 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.

AI+ Ask Fintel’s AI assistant about Unity Bancorp, Inc..

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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
(%)
2026-02-17 13F Tudor Investment Corp Et Al 18 405 952
2026-02-17 13F Wellington Management Group Llp 239 238 −3,81 12 373 1,80
2026-02-10 13F Bnp Paribas Arbitrage, Sa 14 533 73,20 752 83,17
2026-02-13 13F State Street Corp 126 515 −1,02 6 543 4,76
2025-11-14 13F Zacks Investment Management 0 −100,00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0,00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1 545 12,61 73 30,91
2025-11-14 13F Point72 (DIFC) Ltd 314 1 107,69 15 1 400,00
2026-02-12 13F Hohimer Wealth Management, Llc 0 −100,00 0
2026-01-20 13F Signaturefd, Llc 20 122,22 1
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 34 671 0,67 1 793 6,54
2025-11-13 13F Martingale Asset Management L P 0 −100,00 0
2026-02-09 13F Quest Partners LLC 1 860 0,00 96 6,67
2026-02-17 13F Optiver Holding B.V. 72 0,00 4 0,00
2025-10-28 13F BRYN MAWR TRUST Co 162 0,00 8 0,00
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 986 0,00 48 20,00
2026-02-12 13F BlackRock, Inc. 514 970 1,63 26 634 7,56
2026-02-17 13F Quadrature Capital Ltd 7 943 411
2026-02-11 13F Deutsche Bank Ag\ 2 680 0,00 139 6,15
2025-09-25 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 862 −51,98 42 −43,24
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 221 133 0,04 10 411 15,72
2026-02-17 13F Mercer Global Advisors Inc /adv 12 877 −1,74 666 4,06
2025-09-29 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 8 775 −14,32 431 1,65
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 9 789 29,14 461 49,35
2025-09-25 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 647 −35,81 32 −24,39
2026-02-13 13F Citigroup Inc 836 −1,88 43 4,88
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 41 008 9,48 1 931 26,64
2026-02-11 13F Empowered Funds, LLC 45 540 −1,67 2 355 4,07
2026-02-10 13F Bank of New York Mellon Corp 33 450 −18,65 1 730 −13,89
2026-02-12 13F Jane Street Group, Llc 14 844 15,72 768 22,52
2026-02-13 13F MAI Capital Management 5 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 678 133,79 32 416,67
2026-02-11 13F Parallel Advisors, LLC 15 0,00 1
2026-02-17 13F Trexquant Investment LP 9 622 5,99 498 12,19
2025-11-14 13F Susquehanna International Group, Llp 0 −100,00 0 −100,00
2026-02-13 13F Baird Financial Group, Inc. 8 469 −12,08 438 −6,81
2026-01-20 13F Harbor Capital Advisors, Inc. 137 −1,44 0
2026-02-12 13F Banc Funds Co Llc 375 469 −14,90 19 419 −9,94
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 718 −14,11 34 −2,94
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 100 022 −0,17 4 709 15,50
2025-09-24 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 18 946 7,59 930 27,57
2026-02-06 13F EverSource Wealth Advisors, LLC 68 655,56 4
2026-02-12 13F Quadrant Capital Group Llc 122 0,00 6 20,00
2026-02-13 13F Squarepoint Ops LLC 40 327 600,24 2 086 641,99
2026-02-09 13F Royce & Associates Lp 129 374 −17,86 6 691 −13,06
2026-02-10 13F Rothschild Investment Llc 6 0
2025-09-25 NP DFEOX - U.s. Core Equity 1 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 21 178 0,00 1 040 18,72
2026-02-13 13F Wells Fargo & Company/mn 10 304 41,60 533 49,86
2026-02-13 13F Sei Investments Co 0 −100,00 0
2026-02-02 13F Strs Ohio 1 200 0,00 62 6,90
2026-02-02 13F Principal Financial Group Inc 16 478 46,45 852 55,19
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 67 0,00 3 50,00
2026-02-12 13F Renaissance Technologies Llc 8 800 −32,31 455 −28,35
2026-02-05 13F Amalgamated Bank 230 −5,74 0
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 5 056 67,36 238 95,08
2026-02-17 13F Lazard Asset Management Llc 19 202 3,09 993 9,12
2025-09-26 NP USMIX - Extended Market Index Fund 755 2,44 37 23,33
2026-01-08 13F True Wealth Design, LLC 4 0,00 0
2026-01-29 13F UBS Group AG 22 993 −6,81 1 189 −1,33
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 2 451 0,00 120 18,81
2026-02-06 13F Princeton Capital Management Llc 6 113 0,00 316 6,04
2025-09-25 NP VIG - Vanguard Dividend Appreciation 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 32 824 0,67 1 612 19,42
2025-09-25 NP DFSCX - U.s. Micro Cap 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 45 890 −15,43 2 254 0,31
2026-02-17 13F Royal Bank Of Canada 450 −26,11 24 −17,24
2026-02-17 13F California State Teachers Retirement System 451 −13,77 23 −8,00
2026-02-10 13F Semanteon Capital Management, LP 0 −100,00 0
2026-02-17 13F Two Sigma Advisers, Lp 7 200 −20,00 372 −15,26
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 10 202 45,22 480 68,42
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 194 53,97 9 80,00
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 4 581 0,00 216 15,59
2026-02-10 13F Acadian Asset Management Llc 85 389 −10,88 4 0,00
2026-02-17 13F Occudo Quantitative Strategies Lp 5 984 309
2026-02-13 13F Rhumbline Advisers 9 516 −11,77 492 −6,64
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 3 541 0,00 174 18,49
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 570 −14,16 27 −3,70
2026-02-17 13F Northern Trust Corp 72 409 −6,32 3 745 −0,87
2026-02-17 13F Price T Rowe Associates Inc /md/ 4 447 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1 054 50,79 50 75,00
2026-02-13 13F Jacobs Levy Equity Management, Inc 19 733 −1,77 1 021 3,98
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 831 −14,42 39 0,00
2026-02-11 13F Los Angeles Capital Management Llc 7 279 0,78 332 −5,97
2026-02-06 13F Global Retirement Partners, LLC 4 0
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 229 −55,19 11 −47,62
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 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 961 0,00 47 20,51
2026-02-17 13F Ameriprise Financial Inc 23 626 −1,22 1 222 4,54
2026-02-18 13F GWM Advisors LLC 4 949 2 350,00 256 2 733,33
2025-09-29 NP CFSLX - Column Small Cap Fund 644 122,07 34 175,00
2026-02-13 13F Marshall Wace, Llp 0 −100,00 0
2026-02-05 13F Thrivent Financial For Lutherans 5 121 0,00 0
2026-02-13 13F Gator Capital Management, LLC 33 851 0,94 1 751 6,84
2026-02-12 13F MetLife Investment Management, LLC 4 046 0,00 209 6,09
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 9 491 19,46 466 42,07
2026-02-17 13F Bridgeway Capital Management Inc 81 696 −9,41 4 225 −4,13
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2 408 0,00 113 15,31
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 2 105 0,00 109 5,88
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 217 −38,28 104 −28,77
2025-09-26 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 72 871 4,07 3 579 23,46
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 246 55,70 12 83,33
2026-02-06 13F Legato Capital Management LLC 8 649 447
2025-09-26 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 1 882 0,00 92 19,48
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 17 0,00 1
2025-11-14 13F Point72 Asia (Singapore) Pte. Ltd. 364 18
2026-02-13 13F Quarry LP 170 9
2026-02-05 13F Allworth Financial LP 1 413 0,78 73 7,35
2026-02-09 13F Legal & General Group Plc 722 −1,77 37 5,71
2026-02-12 13F Dimensional Fund Advisors Lp 451 741 −1,09 23 364 4,68
2026-02-12 13F Hrt Financial Lp 13 060 1
2025-09-26 NP PFM - Invesco Dividend Achievers 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 288 −1,37 14 16,67
2025-09-25 NP DFSVX - U.s. Small Cap Value 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 49 758 −7,77 2 444 9,40
2025-09-24 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 1 288 −12,74 63 3,28
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 400 0,00 19 12,50
2025-11-06 13F Whipplewood Advisors, LLC 0 −100,00 0
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 323 6,25 16 25,00
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 865 7,32 42 27,27
2026-02-17 13F Citadel Advisors Llc 22 764 1 177
2026-02-12 13F Nuveen, LLC 23 813 128,47 1 232 141,85
2026-01-29 13F Vanguard Group Inc 427 547 3,46 22 113 9,50
2026-02-17 13F Quantinno Capital Management LP 4 972 257
2025-11-14 13F Cubist Systematic Strategies, LLC 5 387 −44,79 263 −42,70
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 233 58,50 11 83,33
2026-02-13 13F American Century Companies Inc 205 419 9,21 10 624 15,58
2025-09-25 NP AALGX - Thrivent Global Stock Fund Class A 374 −69,01 18 −63,27
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 2 100 0,00 99 15,29
2026-01-09 13F SG Americas Securities, LLC 3 085 −9,16 0
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 8 776 99,23 413 130,73
2026-02-13 13F Verition Fund Management LLC 0 −100,00 0
2025-11-13 13F Panagora Asset Management Inc 0 −100,00 0
2026-01-26 13F Cwm, Llc 857 38,00 0
2025-11-12 13F Simplex Trading, Llc 0 −100,00 0
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 57 230 3,65 2 811 22,98
2025-09-25 NP DFSTX - U.s. Small Cap 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 50 651 0,00 2 487 18,65
2025-09-24 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 2 383 0,00 117 19,39
2026-02-17 13F Brevan Howard Capital Management LP 4 487 232
2025-09-26 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 1 317 4,28 65 23,08
2026-02-17 13F State Of Wisconsin Investment Board 10 267 −3,40 531 2,31
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 81 10,96 4 0,00
2025-09-29 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 5 051 0,00 248 18,66
2026-02-17 13F Alliancebernstein L.p. 358 690 0,39 18 551 6,24
2026-02-13 13F Sterling Capital Management LLC 245 −10,91 13 −7,69
2026-02-13 13F Ubs Asset Management Americas Inc 227 12
2026-02-10 13F Hillsdale Investment Management Inc. 6 300 −2,17 326 3,50
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 208 153 −10,98 9 800 2,96
2026-02-17 13F Cetera Investment Advisers 8 387 2,19 434 7,98
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 578 −5,56 27 12,50
2026-02-19 13F Invesco Ltd. 13 452 −78,91 696 −77,70
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3 430 0,85 177 6,63
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 32 6,67 2 0,00
2026-01-28 13F John W. Rosenthal Capital Management, Inc. 52 000 0,00 2 689 5,82
2026-01-29 13F Axecap Investments, LLC 48 830 14,04 2 525 20,70
2025-10-22 13F Geneos Wealth Management Inc. 0 −100,00 0
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 1 024 25,34 48 45,45
2026-02-02 13F Truist Financial Corp 0 −100,00 0
2025-11-13 13F Hsbc Holdings Plc 4 494 −25,79 215 −25,09
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 1 122 −78,25 53 −75,12
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 16 544 4,27 779 20,62
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 3 592 0,00 176 18,92
2026-02-06 13F Covestor Ltd 29 20,83 0
2025-09-25 NP THMAX - Thrivent Moderate Allocation Fund Class A 416 −62,56 20 −55,56
2026-02-12 13F New York State Common Retirement Fund 2 061 0,00 107 6,00
2026-02-17 13F Canada Pension Plan Investment Board 9 600 497
2025-09-29 NP RSSL - Global X Russell 2000 ETF 3 791 −10,31 186 6,90
2026-01-21 13F Delphi Management Inc /ma/ 28 362 −2,08 1 0,00
2026-02-17 13F Susquehanna International Group, Llp Call 0 −100,00 0
2025-11-14 13F CI Private Wealth, LLC 0 −100,00 0 −100,00
2025-09-25 NP DFQTX - U.s. Core Equity 2 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 22 526 −7,53 1 106 9,72
2026-02-17 13F Millennium Management Llc 6 431 −74,85 333 −73,42
2026-02-17 13F Jump Financial, LLC 3 938 −24,59 204 −20,39
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2 256 −14,22 106 −0,93
2026-02-06 13F Gsa Capital Partners Llp 3 998 0
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 23 648 −3,75 1 161 14,16
2026-02-11 13F CenterBook Partners LP 12 370 640
2026-02-12 13F Integrated Quantitative Investments LLC 15 269 171,45 790 187,96
2026-02-13 13F Barclays Plc 18 116 7,21 937 13,45
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 1 203 57
2026-01-23 13F State of Alaska, Department of Revenue 1 412 261,13 0
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 383 0,00 18 20,00
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 637 0,00 31 19,23
2026-02-17 13F Advisor Group Holdings, Inc. 65 3
2026-01-23 13F Farther Finance Advisors, LLC 1 0
2025-09-25 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 59 −66,67 3 −71,43
2026-02-13 13F Virtus ETF Advisers LLC 3 539 0,00 183 6,40
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1 204 19,09 57 36,59
2026-02-10 13F Goldman Sachs Group Inc 39 546 6,68 2 045 12,92
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 1 452 0,00 71 18,33
2025-08-28 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 30 075 380,58 1 416 932,85
2026-02-17 13F Bank Of America Corp /de/ 19 356 12,15 1 001 18,74
2026-02-10 13F Quantbot Technologies LP 0 −100,00 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 37 2,78 2 0,00
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 27 534 0,00 1 352 0,00
2025-09-25 NP DFVEX - U.s. Vector Equity 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 6 942 0,00 341 18,47
2026-02-13 13F Kestra Advisory Services, LLC 0 −100,00 0
2026-02-13 13F Kennedy Capital Management, Inc. 78 738 32,85 4 072 40,61
2026-02-11 13F Ameritas Investment Partners, Inc. 748 39
2025-09-25 NP DFFVX - U.S. Targeted Value 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 74 071 0,00 3 638 18,62
2026-02-09 13F Hartland & Co., LLC 0 −100,00 0
2026-02-13 13F Charles Schwab Investment Management Inc 20 659 0,09 1 068 5,95
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 963 0,00 47 20,51
2026-02-02 13F Salzhauer Michael 9 424 487
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1 875 0,00 88 15,79
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 185 9
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7 662 −1,87 361 13,56
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 411 0,00 20 17,65
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2 363 −13,98 111 0,00
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 906 110,70 43 147,06
2026-01-15 13F Nisa Investment Advisors, Llc 8 0,00 0
2025-11-12 13F Segall Bryant & Hamill, Llc 0 −100,00 0
2026-02-17 13F Fmr Llc 1 952 −1,16 101 4,17
2026-02-17 13F Creative Planning 4 255 −14,81 220 −9,84
2026-02-17 13F Polymer Capital Management (US) LLC 6 004 −6,22 311 −0,64
2026-02-12 13F EAM Investors, LLC 0 −100,00 0
2026-02-17 13F Public Employees Retirement System Of Ohio 2 891 0,00 150 5,67
2026-02-17 13F Russell Investments Group, Ltd. 987 0,00 51 6,25
2026-02-13 13F Arrowstreet Capital, Limited Partnership 27 050 0,00 1 399 5,90
2026-02-13 13F First Trust Advisors Lp 3 951 −28,45 204 −24,16
2026-02-17 13F XTX Topco Ltd 5 433 −6,59 281 −1,41
2026-02-17 13F Tower Research Capital LLC (TRC) 714 162,50 37 176,92
2026-02-12 13F Commonwealth Equity Services, Llc 11 945 0,22 618
2026-02-13 13F Victory Capital Management Inc 5 235 0,21 271 5,88
2026-02-13 13F Morgan Stanley 125 250 11,12 6 478 17,59
2026-02-17 13F Aqr Capital Management Llc 15 648 34,01 809 41,93
2026-02-17 13F Raymond James Financial Inc 31 416 −2,67 1 625 2,98
2026-02-09 13F Geode Capital Management, Llc 169 355 0,77 8 761 6,65
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 34 317 −48,93 1 616 −40,93
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 7 534 6,43 355 22,92
2026-02-13 13F Prudential Financial Inc 9 825 54,97 508 64,40
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 42 0,00 2 0,00
2025-11-12 13F Steward Partners Investment Advisory, Llc 0 −100,00 0
2025-09-26 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 2 785 0,00 137 18,26
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 507 0,00 24 15,00
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 3 940 41,02 185 63,72
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 471 0,00 23 21,05
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1 925 −15,38 91 −2,17
2026-02-17 13F Two Sigma Investments, Lp 34 530 −32,19 1 786 −28,26
2026-02-11 13F O'shaughnessy Asset Management, Llc 5 504 −15,60 285 −10,69
2026-02-11 13F Jpmorgan Chase & Co 75 260 14,94 3 892 21,66
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 717 25,13 35 52,17
2026-02-17 13F Aquatic Capital Management LLC 2 190 797,54 113 927,27
2026-02-06 13F IFP Advisors, Inc 83 0,00 4 0,00
2025-08-28 NP SEIS - SEI Select Small Cap ETF 6 954 12,34 327 30,28
2026-02-17 13F CWM Advisors, LLC 9 094 −3,35 470 2,40
2025-11-12 13F Us Bancorp \de\ 0 −100,00 0
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 2 295 −11,56 108 2,86
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 8 0,00 0
2026-02-03 13F SBI Securities Co., Ltd. 31 0,00 2 0,00
2026-02-12 13F Alps Advisors Inc 8 863 0,83 458 6,76
2026-01-30 13F Turning Point Benefit Group, Inc. 2 0,00 0
2026-01-05 13F GAMMA Investing LLC 76 35,71 4 50,00
2026-02-13 13F Maltese Capital Management Llc 159 000 2,38 8 223 8,35
2025-09-26 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 2 800 −77,60 138 −73,50
2026-02-04 13F Pacific Ridge Capital Partners, LLC 149 667 −2,89 7 741 2,78
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 11 728 0,00 576 0,00
2026-02-17 13F Susquehanna Portfolio Strategies, LLC 7 130 −37,46 369 −33,93
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 10 −9,09 0
2026-02-11 13F Franklin Resources Inc 4 904 10,85 254 17,13
2026-02-13 13F SRS Capital Advisors, Inc. 0 −100,00 0
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 7 0,00 0
2026-02-17 13F Point72 Asset Management, L.P. 9 254 219,10 479 239,01
Other Listings
US:UNTY 53,35 US$
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista