US361ESC0496 - ESC GCI LIBERTY INC SR Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 168 total, 166 long only, 2 short only, 0 long/short - change of 12,75% MRQ
Genomsnittlig portföljallokering -0.1149 % - change of −14,38% MRQ
Institutionella aktier (lång) 17 357 038 (ex 13D/G) - change of 1,04MM shares 6,36% MRQ
Institutionellt värde (lång) $ 35 USD ($1000)
Institutionellt ägande och aktieägare

ESC GCI LIBERTY INC SR (US:US361ESC0496) har 168 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,364,108 aktier. Största aktieägare inkluderar PRNHX - T. Rowe Price New Horizons Fund, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VEXMX - Vanguard Extended Market Index Fund Investor Shares, ARBFX - ARBITRAGE FUND Class R, PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund, PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., SHRAX - ClearBridge Aggressive Growth Fund Class A, MCVAX - Transamerica Mid Cap Value Opportunities A, General American Investors Co Inc, and IWR - iShares Russell Mid-Cap ETF .

ESC GCI LIBERTY INC SR (US361ESC0496) 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%.

US361ESC0496 / ESC GCI LIBERTY INC SR Institutional Ownership
AI+ Ask Fintel’s AI assistant about ESC GCI LIBERTY INC SR.
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
(%)
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 8 984 0,00 0
2025-06-24 NP MAPAX - MainStay MAP Equity Fund Class A 15 319 0,00 0
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 66 048 0,00 0
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 32 082 0,00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 978 0,00 0
2025-08-25 NP LRGE - ClearBridge Large Cap Growth ESG ETF This fund is a listed as child fund of Clearbridge, 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 3 549 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 5 506 0,00 0
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 39 067 0,00 0
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 78 532 0,00 0
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 547 999 0,00 0
2025-08-28 NP QCSTRX - Stock Account Class R1 186 824 0,00 2 0,00
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 10 205 0,00 0
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 22 093 0,00 0
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 221 0,00 0
2025-08-14 13F/A Skopos Labs, Inc. 290 0,00 0
2025-08-27 NP ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 5 713 0
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value ETF 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 32 0,00 0
2025-03-26 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series 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 0 −100,00 0
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 56 944 0,00 0
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 4 508 0,00 0
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 51 000 0
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity 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 7 281 0,00 0
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 7 417 0,00 0
2025-08-14 13F Wealth Preservation Advisors, LLC 11 0
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 1 350 0,00 0
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 6 049 0,00 0
2025-07-28 NP OMFL - Invesco Russell 1000(R) Dynamic Multifactor 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 64 295 0,00 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 16 346 0,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 8 309 0,00 0
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 2 704 635 0,00 0
2025-08-27 NP NAESX - Vanguard Small-Cap 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 10 406 0,00 0
2025-08-12 13F Minot DeBlois Advisors LLC 67 0
2025-08-13 13F Amundi 0 −100,00 0
2025-08-26 NP IWB - iShares Russell 1000 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 70 458 0,00 0
2025-06-26 NP IIVAX - Transamerica Small/Mid Cap Value A 83 400 0,00 0
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 21 362 0,00 0
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI 95 635 0,00 5 0,00
2025-08-27 NP PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 343 0
2025-07-08 NP ARB - AltShares Merger Arbitrage ETF 2 728 0,00 0
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus 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 10 520 0,00 0
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 29 864 0,00 0
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 2 200 0,00 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2 206 0,00 0
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 4 949 0,00 0
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 31 520 0,00 0
2025-08-29 NP MOGLX - Gabelli Media Mogul Fund 5 000 0
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 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 15 053 0,00 0
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 3 912 0,00 4 0,00
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF 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 188 0,00 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 82 371 0,00 0
2025-08-25 NP QWVPX - Clearwater Core Equity Fund 1 360 0,00 0
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 0
2025-08-26 NP PRNHX - T. Rowe Price New Horizons Fund, Inc. 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 6 047 898 0,00 0
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 35 715 0,00 0
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 39 677 0,00 0
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 101 984 0,00 0
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 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 399 039 0,00 0
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 0,00 0
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 6 574 0,00 0
2025-08-26 NP MERVX - The Merger Fund VL 1 015 0
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 29 586 0,00 0
2025-08-26 NP QLMGOX - ClearBridge Variable Aggressive Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, 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 66 642 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 32 251 0,00 0
2025-06-26 NP MCVAX - Transamerica Mid Cap Value Opportunities A 293 004 0,00 0
2025-07-08 NP ARBFX - ARBITRAGE FUND Class R 660 966 0,00 0
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N Short −114 −0,00 0
2025-07-23 13F WestEnd Advisors, LLC 18 0,00 0
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 41 763 0,00 0
2025-08-29 NP GWSAX - The Gabelli Focus Five Fund Class A 4 000 0
2025-06-27 NP LSEQ - Harbor Long-Short Equity ETF 1 871 0,00 0
2025-07-29 NP VTCAX - Vanguard Communication Services Index Fund Admiral 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 188 049 0,00 0
2025-05-30 NP MML Series Investment Fund II - MML Equity Rotation Fund Class II 2 102 0,00 0
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced Fund Admiral 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 25 555 0,00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4 166 0,00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 2 352 0,00 0
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 72 000 0,00 0
2025-08-26 NP IWD - iShares Russell 1000 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 250 091 0,00 0
2025-06-24 NP JPUS - JPMorgan Diversified Return U.S. Equity ETF 2 678 0,00 0
2025-07-28 NP AVUS - Avantis U.S. Equity 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 2 203 0,00 0
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 60 500 0,00 0
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3 095 0,00 0
2025-03-24 NP NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5 700 0,00 0
2025-08-28 NP IWR - iShares Russell Mid-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 262 656 0,00 0
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market 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 1 328 0,00 0
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 3 739 0
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1 285 0,00 0
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 89 469 0,00 0
2025-07-28 NP VCGAX - Growth & Income Fund 1 081 0,00 0
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 3 0,00 0
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 8 770 0,00 0
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF 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 47 809 0,00 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 593 0,00 1
2025-07-25 NP ABPAX - AB Conservative Wealth Strategy Class A 486 0,00 0
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 1 314 578 0,00 0
2025-04-30 13F Nisa Investment Advisors, Llc 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5 698 0,00 0
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 79 189 0,00 1
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 3 526 0,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4 826 0,00 0
2025-08-14 13F Ancora Advisors, LLC 3 634 0,00 0
2025-07-09 13F Norman Fields, Gottscho Capital Management, LLC 12 350 0,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class This fund is a listed as child fund of Clearbridge, 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 9 961 0,00 0
2025-08-14 13F Murphy & Mullick Capital Management Corp 11 0,00 0
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 43 240 0,00 0
2025-08-29 NP Gabelli Dividend & Income Trust 62 279 0
2025-06-24 NP NFRA - FlexShares STOXX Global Broad Infrastructure Index Fund This fund is a listed as child fund of Northern Trust 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 36 294 0,00 0
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF 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 75 055 0,00 0
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 2 850 0,00 0
2025-07-25 NP SCHK - Schwab 1000 Index ETF 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 3 916 0,00 0
2025-05-29 NP OVEIX - Sterling Capital Mid Value Fund Institutional Class 0 −100,00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 27 0,00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 4 340 0,00 0
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 14 650 0,00 0
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 9 830 0,00 9 0,00
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class 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 210 0,00 0
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 1 444 0,00 0
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 8 656 0,00 0
2025-07-22 NP GVIP - Goldman Sachs Hedge Industry VIP ETF 32 274 0
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 3 941 0,00 0
2025-06-26 NP TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class 153 712 0,00 2 0,00
2025-08-11 13F Heritage Wealth Advisors 3 631 0,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 6 379 0,00 0
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 83 651 0,00 0
2025-06-24 NP JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7 824 0,00 0
2025-07-29 NP GIMFX - GMO Implementation Fund 201 500 0,00 10 0,00
2025-06-25 NP FCOM - Fidelity MSCI Communication Services Index ETF 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 40 953 0,00 0
2025-06-26 NP USMIX - Extended Market Index Fund 12 260 0,00 0
2025-08-07 13F Financially Speaking Inc 38 0
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 6 909 0,00 0
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-08-27 NP Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 599 0
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 2 247 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 5 064 0,00 0
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 3 118 0,00 0
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 108 185 0,00 0
2025-08-29 NP Gabelli Equity Trust Inc 51 000 0
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-07 13F Flagship Wealth Advisors, Llc 6 0,00 0
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 39 365 0,00 0
2025-07-29 NP SHRAX - ClearBridge Aggressive Growth Fund Class A This fund is a listed as child fund of Clearbridge, 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 370 293 1
2025-07-29 NP SFYX - SoFi Next 500 ETF 806 0,00 0
2025-06-24 NP SNXFX - Schwab 1000 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 32 171 0,00 0
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4 908 0,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6 322 0,00 0
2025-08-26 NP MERFX - The Merger Fund - Investor Class Shares 70 800 9
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 26 959 0,00 0
2025-08-26 NP POMIX - T. Rowe Price Total 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 6 211 0,00 0
2025-08-29 NP HMEAX - Highland Merger Arbitrage Fund Class A 88 561 0,00 0
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 23 647 0,00 0
2025-08-01 NP General American Investors Co Inc 274 199 0,00 0
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 4 053 0,00 0
2025-07-25 NP ABWAX - AB All Market Total Return Portfolio Class A 2 664 0,00 0
2025-08-26 NP IWS - iShares Russell Mid-Cap 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 193 912 0
2025-08-27 NP VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral 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 58 613 0,00 0
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 3 760 0,00 0
2025-08-27 NP ARTQX - Artisan Mid Cap Value Fund Investor Shares 219 644 0,00 0
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF 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 31 423 0,00 0
2025-08-29 NP GAUAX - The Gabelli Utilities Fund Class A 10 000 0
2025-08-29 NP Gabelli Multimedia Trust Inc. 42 000 0
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 411 0,00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 936 0,00 0
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap ETF 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 1 240 0,00 0
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 28 033 0
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 11 885 0,00 0
2025-08-26 NP QCEQRX - Equity Index Account Class R1 52 848 0,00 1
2025-08-29 NP GATAX - The Gabelli Asset Fund Class A 52 000 0
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 203 0,00 0
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 1 700 0,00 0
2025-06-30 NP VT - Vanguard Total World Stock 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 36 533 0,00 0
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 3 463 0,00 0
2025-07-28 NP SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 1 489 0,00 0
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 3 962 0,00 0
2025-08-26 NP TLSTX - Stock Index Fund 1 815 0,00 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5 412 0,00 0
2025-05-14 13F Public Employees Retirement System Of Ohio 0 −100,00 0
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short −6 956 −0,00 0
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