ALTI - AlTi Global, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqCM)

AlTi Global, Inc.
US ˙ NasdaqCM ˙ US02157E1064

Grundläggande statistik
Institutionella ägare 142 total, 142 long only, 0 short only, 0 long/short - change of 2,90% MRQ
Genomsnittlig portföljallokering 0.0114 % - change of −20,58% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 32 488 581 - 31,99% (ex 13D/G) - change of 1,20MM shares 3,85% MRQ
Institutionellt värde (lång) $ 134 355 USD ($1000)
Institutionellt ägande och aktieägare

AlTi Global, Inc. (US:ALTI) har 142 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,488,581 aktier. Största aktieägare inkluderar Allianz Se, BlackRock, Inc., Vanguard Group Inc, Geode Capital Management, Llc, VEXMX - Vanguard Extended Market Index Fund Investor Shares, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, AlTi Global, Inc., State Street Corp, and Bokf, Na .

AlTi Global, Inc. (NasdaqCM:ALTI) 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 September 22, 2025 is 3,81 / share. Previously, on September 23, 2024, the share price was 4,02 / share. This represents a decline of 5,11% over that period.

ALTI / AlTi Global, 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.

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Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

ALTI / AlTi Global, Inc. Historical Put/Call Ratio
13D/G-Arkiveringar

Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.

Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2024-11-04 13G Yu Peter 6,554,511 5,799,234 -11.52 6.30 -39.42
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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
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 3 182 0,00 11 −9,09
2025-08-11 13F Citigroup Inc 14 359 −41,14 60 −20,27
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 598 −0,66 2 −50,00
2025-08-14 13F Brevan Howard Capital Management LP 27 600 5,01 114 43,04
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 51 506 0,10 171 −4,49
2025-08-06 13F True Wealth Design, LLC 68 655,56 0
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 7 870 0,00 27 −13,33
2025-08-14 13F Wells Fargo & Company/mn 27 312 29,34 113 76,56
2025-08-13 13F Russell Investments Group, Ltd. 155 0,00 1
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8 803 36,08 37 89,47
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9 060 69,03 38 131,25
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3 203 0,00 13 44,44
2025-07-28 NP UWM - ProShares Ultra Russell2000 3 509 −17,06 12 −21,43
2025-05-30 NP WFIVX - Wilshire 5000 Index Fund Investment Class 141 0,00 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1 313 0,00 4 0,00
2025-08-14 13F Aqr Capital Management Llc 34 835 155,18 145 251,22
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 986 824 0,00 4 095 36,55
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 176 552 14,88 586 10,36
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 7 347 28,94 25 13,64
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 6 779 0,00 28 40,00
2025-05-15 13F WealthTrak Capital Management LLC 0 −100,00 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 1 028 434 0,35 4 268 37,01
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 16 823 42,16 70 32,69
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 100 23,46 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2 571 −27,04 9 −33,33
2025-08-12 13F Legal & General Group Plc 3 876 33,66 16 100,00
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 4 393 0,00 18 38,46
2025-08-12 13F Charles Schwab Investment Management Inc 513 025 11,60 2 129 52,40
2025-08-14 13F Goldman Sachs Group Inc 25 621 −64,27 106 −51,15
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 26 600 0,00 110 37,50
2025-08-11 13F Vanguard Group Inc 2 348 007 2,74 9 744 40,26
2025-08-12 13F Proequities, Inc. 0 0
2025-07-28 NP VCSLX - Small Cap Index Fund 29 379 123,01 98 115,56
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 0,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 396 0,00 6 25,00
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 88 506 8,28 294 3,90
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 17 753 20,50 74 65,91
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8 164 40,15 34 94,12
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 46 942 19,32 195 63,03
2025-08-12 13F Deutsche Bank Ag\ 18 310 0,00 76 36,36
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 23 280 15,41 97 57,38
2025-08-14 13F Manufacturers Life Insurance Company, The 18 157 25,41 75 70,45
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 18 087 0,00 75 38,89
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1 542 0,00 5 0,00
2025-08-12 13F Putnam Fl Investment Management Co 25 000 0,00 104 35,53
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7 201 32,23 30 81,25
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 95 170 21,58 395 66,24
2025-07-30 13F Dupont Capital Management Corp 4 0,00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 358 −28,83 1 0,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19 786 20,35 82 67,35
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 119 17,82 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6 575 22,99 27 68,75
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3 280 0,00 14 44,44
2025-08-08 13F Hartland & Co., LLC 35 0
2025-08-08 13F/A Sterling Capital Management LLC 994 60,32 4 300,00
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 40 478 0,00 139 −12,10
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 84 187 0,00 289 −11,93
2025-08-15 13F Tower Research Capital LLC (TRC) 9 644 158,41 40 263,64
2025-08-12 13F Ameritas Investment Partners, Inc. 4 345 150,14 18 260,00
2025-08-14 13F Bank Of America Corp /de/ 24 615 −1,32 102 36,00
2025-07-25 NP SCHA - Schwab U.S. Small-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 285 884 −2,24 949 −6,13
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-08 13F Intech Investment Management Llc 22 000 2,63 91 40,00
2025-08-14 13F Granite FO LLC 19 430 0,00 81 35,59
2025-08-12 13F BlackRock, Inc. 2 908 333 10,92 12 070 51,43
2025-08-14 13F Oasis Management Co Ltd. 25 000 0,00 104 35,53
2025-08-14 13F Susquehanna International Group, Llp 51 632 19,97 214 64,62
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 60 27,66 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3 577 24,46 15 75,00
2025-07-24 13F IFP Advisors, Inc 32 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 37,50 0
2025-08-13 13F New York State Common Retirement Fund 1 101 0,00 0
2025-08-14 13F Alliancebernstein L.p. 32 360 48,03 134 103,03
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 3 331 0,00 14 30,00
2025-08-11 13F NewEdge Wealth, LLC 119 890 4,09 551 57,14
2025-08-12 13F Dimensional Fund Advisors Lp 38 648 197,64 160 310,26
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 900 0,00 4 50,00
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 377 033 17,43 1 565 60,25
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 9 326 25,99 39 72,73
2025-08-08 13F SBI Securities Co., Ltd. 7 0,00 0
2025-08-14 13F Fmr Llc 4 171 83,66 17 183,33
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 344 831 1,76 1 183 −10,32
2025-08-13 13F Kilter Group LLC 200 1
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 936 0,00 4 50,00
2025-08-14 13F California State Teachers Retirement System 2 443 0,00 10 42,86
2025-08-14 13F State Street Corp 680 052 1,65 2 822 38,81
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 965 699 8,08 4 008 47,53
2025-07-28 NP HDG - ProShares Hedge Replication ETF 46 12,20 0
2025-08-14 13F Raymond James Financial Inc 2 500 10
2025-08-12 13F Bokf, Na 595 894 0,00 2 473 36,50
2025-08-13 13F MetLife Investment Management, LLC 27 868 116
2025-08-13 13F EverSource Wealth Advisors, LLC 119 43,37 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4 345 150,14 18 260,00
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-26 NP Profunds - Profund Vp Small-cap 97 22,78 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 217 24,71 1
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 343 574 0,05 1 141 −4,04
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 6 212 0,00 21 −12,50
2025-08-14 13F/A Barclays Plc 72 187 103,86 0
2025-08-08 13F Larson Financial Group LLC 1 011 0,00 4 33,33
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 149 17,32 1
2025-08-05 13F Bank of New York Mellon Corp 90 795 14,49 377 56,02
2025-08-08 13F Allianz Se 19 318 581 0,00 80 172 36,51
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 22 309 −5,12 74 −8,64
2025-08-04 13F Amalgamated Bank 1 190 0,00 0
2025-08-15 13F Morgan Stanley 89 507 28,73 371 75,83
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 73 739 31,06 306 78,95
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-12 13F Rhumbline Advisers 35 274 7,70 146 47,47
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 111 521 0,00 370 −3,90
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 500 0,00 6 50,00
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 13 000 0,00 54 35,90
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 45 450 0,00 156 −11,93
2025-08-12 13F Nuveen, LLC 52 080 0,00 216 36,71
2025-08-14 13F UBS Group AG 515 865 69,41 2 141 131,35
2025-08-13 13F Northern Trust Corp 371 174 8,06 1 540 47,51
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 15 560 50,19 65 106,45
2025-08-14 13F Royal Bank Of Canada 43 308 548,71 179 795,00
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 46 311 23,18 192 68,42
2025-08-14 13F Voya Investment Management Llc 14 517 27,81 60 76,47
2025-08-14 13F Permanens Capital L.P. 77 817 323
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 23 697 0,00 98 36,11
2025-06-26 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 2 789 0,00 10 −10,00
2025-08-08 13F Geode Capital Management, Llc 1 298 545 15,16 5 390 57,19
2025-06-27 NP RSSL - Global X Russell 2000 ETF 20 358 5,29 70 −8,00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2 357 0,00 8 −11,11
2025-07-31 13F AlTi Global, Inc. 773 167 0,00 3 207 36,47
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5 342 0,00 22 37,50
2025-08-13 13F Invesco Ltd. 38 169 0,71 158 37,39
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4 148 94,38 17 183,33
2025-06-26 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 2 937 0,00 10 −9,09
2025-08-14 13F Price T Rowe Associates Inc /md/ 17 759 21,91 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 19 578 28,27 81 76,09
2025-07-25 13F Cwm, Llc 1 922 111,91 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 42 620 0,00 141 −4,08
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 754 0,00 3 50,00
2025-04-15 13F Simon Quick Advisors, Llc 0 −100,00 0 −100,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6 465 28,81 27 73,33
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 998 4,60 14 −7,14
2025-08-12 13F Jpmorgan Chase & Co 20 113 −50,33 83 −32,52
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 3 349 0,00 14 18,18
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 545 0,00 6 50,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 9 827 0,00 41 37,93
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 10 940 28,95 45 80,00
2025-08-14 13F Summit Trail Advisors, Llc 101 039 419
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 34 −12,82 0
2025-07-31 13F Nisa Investment Advisors, Llc 58 0
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