BFLY - Butterfly Network, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NYSE)

Butterfly Network, Inc.
US ˙ NYSE ˙ US1241551027

Grundläggande statistik
Institutionella ägare 279 total, 274 long only, 0 short only, 5 long/short - change of 6,46% MRQ
Genomsnittlig portföljallokering 0.0630 % - change of −22,76% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 143 806 618 - 63,82% (ex 13D/G) - change of 22,76MM shares 18,81% MRQ
Institutionellt värde (lång) $ 282 134 USD ($1000)
Institutionellt ägande och aktieägare

Butterfly Network, Inc. (US:BFLY) har 279 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 143,806,618 aktier. Största aktieägare inkluderar BlackRock, Inc., Fosun International Ltd, Vanguard Group Inc, Glenview Capital Management, Llc, SMCWX - SMALLCAP WORLD FUND INC Class A, Capital World Investors, ARKG - ARK Genomic Revolution ETF, ARK Investment Management LLC, First Light Asset Management, LLC, and Hood River Capital Management LLC .

Butterfly Network, Inc. (NYSE:BFLY) 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 5, 2025 is 1,56 / share. Previously, on September 9, 2024, the share price was 1,86 / share. This represents a decline of 16,13% over that period.

BFLY / Butterfly Network, 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.

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.

BFLY / Butterfly Network, 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.

Upgrade to unlock premium data.

Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2025-07-17 13G BlackRock, Inc. 2,203,389 13,930,579 532.23 6.30 425.00
2025-06-17 13D/A GLENVIEW CAPITAL MANAGEMENT, LLC 19,554,480 19,634,914 0.41 8.70 -14.96
2025-03-07 13D/A ROTHBERG JONATHAN M 9,716,596 26,426,937 171.98 100.00 171.74
2025-01-10 13G/A ARK Investment Management LLC 13,688,534 8,676,233 -36.62 4.66 -38.52
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
(%)
2025-08-14 13F Nebula Research & Development LLC 0 −100,00 0
2025-08-14 13F Cibc World Markets Corp 23 667 47
2025-05-13 13F Bank Of Montreal /can/ 0 −100,00 0
2025-07-25 13F JustInvest LLC 19 846 0,87 40 −11,36
2025-07-14 13F Clear Harbor Asset Management, LLC 11 755 −1,84 24 −14,81
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 8 486 000 0,00 16 972 −12,28
2025-07-24 13F Blair William & Co/il 118 500 14,49 237 0,85
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 576 8,47 1 −50,00
2025-08-14 13F Ubs Asset Management Americas Inc 474 987 305,79 950 256,77
2025-08-07 13F Allworth Financial LP 1 600 0,00 3 0,00
2025-07-14 13F Kapitalo Investimentos Ltda 0 −100,00 0
2025-08-14 13F Prelude Capital Management, Llc 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 40 250 11,03 80 −2,44
2025-08-14 13F Hood River Capital Management LLC 5 127 383 3,57 10 255 −9,15
2025-07-31 13F 180 Wealth Advisors, Llc 36 911 −2,48 74 −15,12
2025-07-22 13F Gsa Capital Partners Llp 407 787 −8,29 1 −100,00
2025-08-06 13F Rialto Wealth Management, LLC 2 525 0,00 5 0,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3 691 22,30 7 16,67
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 13 762 10,84 28 170,00
2025-08-27 13F Seneca Financial Advisors LLC 53 526 0,00 107 −12,30
2025-05-13 13F Bank Of Montreal /can/ Call 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 1 100 0,00 2 0,00
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 16 539 0,00 40 −33,90
2025-08-14 13F Ophir Asset Management Pty Ltd 1 918 804 −4,58 3 473 −24,24
2025-07-25 13F LRI Investments, LLC 1 000 0,00 2 0,00
2025-08-14 13F First Light Asset Management, LLC 5 465 032 −0,74 10 930 −12,92
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 0 −100,00 0 −100,00
2025-06-25 NP ARKG - ARK Genomic Revolution ETF 6 452 561 −1,59 15 099 −42,29
2025-07-29 13F Chicago Partners Investment Group LLC 11 657 0,00 25 0,00
2025-08-12 13F American Century Companies Inc 17 789 −89,71 36 −91,12
2025-08-14 13F Bridgeway Capital Management Inc 63 000 −35,71 126 −43,50
2025-08-07 13F Acadian Asset Management Llc 2 313 316 44,71 5 33,33
2025-08-14 13F Federation des caisses Desjardins du Quebec 6 002 7,14 12 −8,33
2025-08-05 13F Simplex Trading, Llc Put 48 400 −21,43 0
2025-08-05 13F Simplex Trading, Llc 50 540 45,53 0
2025-08-14 13F Manufacturers Life Insurance Company, The 70 650 141
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 0 −100,00 0 −100,00
2025-08-12 13F Pathstone Holdings, LLC 153 534 −6,08 307 −17,47
2025-07-31 13F Nisa Investment Advisors, Llc 100 0,00 0
2025-08-14 13F Maven Securities LTD 0 −100,00 0
2025-06-26 NP USMIX - Extended Market Index Fund 21 041 13,59 49 −32,88
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8 919 14,68 18 0,00
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 840 227 11,24 2 017 −26,26
2025-08-08 13F Geode Capital Management, Llc 4 339 362 114,66 8 680 88,22
2025-08-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 1 218 878 10,09 2 438 −3,45
2025-08-14 13F/A Barclays Plc 372 021 198,00 1
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 45 300 0,00 91 −12,62
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 29 432 59
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F California State Teachers Retirement System 131 640 10,02 263 −3,31
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 10 615 −68,09 21 −72,00
2025-07-16 13F PFS Partners, LLC 10 000 0,00 20 −9,09
2025-07-29 13F Huntleigh Advisors, Inc. 395 616 3,91 791 −8,87
2025-08-14 13F Tudor Investment Corp Et Al 1 138 518 −21,87 2 277 −31,46
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 978 253 13,43 2 348 −24,80
2025-08-14 13F Sunbelt Securities, Inc. 300 0,00 1
2025-06-27 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 0 −100,00 0 −100,00
2025-08-19 13F State of Wyoming 120 731 55,66 241 36,93
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 96 873 0,00 194 −12,27
2025-06-27 NP CVGRX - Calamos Growth Fund Class A 0 −100,00 0 −100,00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 185 254 371
2025-05-15 13F Parkman Healthcare Partners LLC 0 −100,00 0
2025-08-12 13F DnB Asset Management AS 281 715 145,04 563 114,89
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 24 314 49
2025-07-29 13F Hartline Investment Corp/ 11 500 0,00 23 −11,54
2025-07-29 NP VHCIX - Vanguard Health Care 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 439 144 −1,10 1 054 −34,47
2025-08-12 13F Landscape Capital Management, L.l.c. 124 926 0,00 250 −12,32
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 31 100 62
2025-05-08 13F Baader Bank INC 0 −100,00 0 −100,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 31 100 62
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0 −100,00
2025-07-21 13F Hilltop National Bank 0 −100,00 0
2025-08-07 13F Sound View Wealth Advisors Group, LLC 16 000 0,00 32 −11,11
2025-08-26 NP Profunds - Profund Vp Small-cap 439 −7,58 1
2025-05-15 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-08-01 13F Davy Global Fund Management Ltd 96 243 67,03 192 46,56
2025-08-05 13F Bank of New York Mellon Corp 409 459 1 929,34 819 1 678,26
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 88 952 178
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2 155 0
2025-08-14 13F Brevan Howard Capital Management LP 12 786 −84,02 26 −86,26
2025-08-14 13F Wells Fargo & Company/mn 106 937 165,99 214 134,07
2025-08-14 13F Algert Global Llc 173 620 155,85 0
2025-08-06 13F Legacy Investment Solutions, LLC 0 −100,00 0
2025-08-22 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 129 834 286,81 260 62,89
2025-08-14 13F Jane Street Group, Llc 117 481 −62,09 235 −66,86
2025-08-14 13F Verition Fund Management LLC 172 391 −15,40 345 −25,86
2025-08-19 13F Anchor Investment Management, LLC 1 200 0,00 2 0,00
2025-08-13 13F Rinkey Investments 41 500 −1,89 83 −13,54
2025-08-14 13F Royal Bank Of Canada 415 650 1 424,20 832 1 220,63
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 148 400 297
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 79 217 0,00 185 −41,46
2025-07-30 13F Green Square Capital Advisors Llc 15 000 0,00 30 −11,76
2025-08-11 13F FSA Wealth Management LLC 297 0,00 1
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 45 469 91
2025-08-06 13F Csenge Advisory Group 36 100 0,00 87 2,38
2025-08-14 13F Susquehanna International Group, Llp Call 406 500 −7,63 813 −18,94
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 2 880 126 1,55 5 760 −10,92
2025-05-12 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
2025-08-13 13F MetLife Investment Management, LLC 119 567 239
2025-08-11 13F Citigroup Inc 105 192 124,18 210 98,11
2025-08-14 13F Jane Street Group, Llc Put 16 900 34
2025-08-11 13F Tidemark, LLC 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Put 188 200 −44,47 376 −51,30
2025-08-14 13F Susquehanna International Group, Llp 455 396 146,23 911 116,15
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-08-05 13F Huntington National Bank 1 0,00 0
2025-08-06 13F Savant Capital, LLC 10 050 0,00 20 −9,09
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 20 166 88,52 0
2025-08-13 13F Northern Trust Corp 1 546 815 292,54 3 094 244,43
2025-08-13 13F Victory Capital Management Inc 21 858 0,18 44 −12,24
2025-08-14 13F Group One Trading, L.p. Put 59 700 34,76 119 17,82
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 32 002 1,43 62 −12,68
2025-08-14 13F Group One Trading, L.p. 81 229 −45,87 162 −52,63
2025-08-14 13F CTC Alternative Strategies, Ltd. 0 −100,00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 52 −37,35 0
2025-04-18 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 19 529 213,47 71 250,00
2025-08-08 13F SG Americas Securities, LLC 26 856 40,30 0
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-13 13F Polen Capital Management Llc 134 802 270
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 268 25,82 1
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 4 964 947 0,00 9 930 −12,29
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 72 178 144
2025-08-06 13F SOUTH STATE Corp 2 123 89,05 4 100,00
2025-04-28 13F Redmont Wealth Advisors Llc 2 649 6
2025-05-05 13F AMH Equity Ltd 0 −100,00 0 −100,00
2025-08-12 13F Legal & General Group Plc 206 985 136,47 414 107,54
2025-08-14 13F Sei Investments Co 1 091 673 6,88 2 183 −6,23
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 31 069 62
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 0 −100,00 0 −100,00
2025-08-27 NP PLBEX - Plumb Equity Fund 3 500 0,00 7 0,00
2025-08-12 13F Ameritas Investment Partners, Inc. 19 611 39
2025-08-14 13F Daiwa Securities Group Inc. 0 −100,00 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 210 723 2,49 421 −10,04
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-08-12 13F LPL Financial LLC 127 512 −0,54 255 −12,67
2025-08-14 13F Qube Research & Technologies Ltd 557 215 −48,12 1 114 −54,49
2025-04-08 13F Parallel Advisors, LLC 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 505 753 21,52 1 012 6,65
2025-08-14 13F Citadel Advisors Llc 2 705 668 33,26 5 411 16,89
2025-08-14 13F Citadel Advisors Llc Call 115 700 −34,19 231 −42,25
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1 132 −8,71 3 −50,00
2025-05-22 NP GARIX - Gotham Absolute Return Fund Institutional Class 0 −100,00 0 −100,00
2025-07-30 13F ARK Investment Management LLC 6 416 242 −8,65 12 832 −19,87
2025-08-14 13F Citadel Advisors Llc Put 180 000 5,20 360 −7,69
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 36 259 73
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6 789 14
2025-08-14 13F Lord, Abbett & Co. Llc 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 155 223 16,50 310 2,31
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 31 247 −75,61 73 −36,52
2025-08-14 13F Two Sigma Investments, Lp 771 110 8,39 1 542 −4,87
2025-08-13 13F Russell Investments Group, Ltd. 209 509 −69,86 419 −73,55
2025-06-25 NP FHLC - Fidelity MSCI Health Care 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 61 325 144
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 23 670 0,00 47 −11,32
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 76 778 112,83 154 86,59
2025-08-08 13F Principal Financial Group Inc 13 661 −95,60 27 −96,18
2025-08-13 13F Capital World Investors 8 486 000 0,00 16 972 −12,28
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-08-01 13F Green Alpha Advisors, LLC 175 116 −6,01 350 −17,45
2025-08-14 13F Millennium Management Llc 2 180 584 −42,38 4 361 −49,45
2025-08-12 13F MAI Capital Management 1 050 −48,78 2 −50,00
2025-07-09 13F Procyon Private Wealth Partners, LLC 77 382 −0,03 155 −12,50
2025-08-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
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 18 037 106,66 36 414,29
2025-08-13 13F TradeLink Capital LLC 0 −100,00 0
2025-08-14 13F SIH Partners, LLLP 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 85 781 −34,49 172 −42,62
2025-08-04 13F Roble, Belko & Company, Inc 2 000 0,00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 4 701 −25,18 9 −35,71
2025-05-15 13F Balyasny Asset Management Llc 0 −100,00 0 −100,00
2025-08-11 13F Vanguard Group Inc 10 586 822 23,12 21 174 8,00
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 51 991 104
2025-08-14 13F Xponance, Inc. 14 764 30
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 1 679 660 52,27 3 359 −36,02
2025-08-14 13F SWAN Capital LLC 100 0,00 0
2025-08-14 13F LMR Partners LLP 0 −100,00 0
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 92 356 −28,06 216 −57,81
2025-08-07 NP PDFDX - Perkins Discovery Fund Investor 35 500 0,00 71 −11,25
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 91 247 0,16 219 −33,74
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 6 100 12
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 5 535 −5,01 11 175,00
2025-08-14 13F Engineers Gate Manager LP 339 717 −6,98 679 −18,39
2025-08-08 13F New England Capital Financial Advisors LLC 1 300 85,71 3 100,00
2025-08-14 13F State Street Corp 5 124 556 44,42 10 249 26,69
2025-08-14 13F AWM Investment Company, Inc. 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 19 611 42,49 39 254,55
2025-08-12 13F BlackRock, Inc. 14 030 599 258,58 28 061 214,55
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 448 −57,70 1 −100,00
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-08-13 13F OMERS ADMINISTRATION Corp 0 −100,00 0
2025-08-11 13F EntryPoint Capital, LLC 126 999 166,16 254 134,26
2025-07-24 13F Game Plan Financial Advisors, LLC 2 000 −28,57 4 −33,33
2025-08-13 13F Hsbc Holdings Plc 18 654 37
2025-08-07 13F Kestra Private Wealth Services, Llc 25 800 1,98 52 −10,53
2025-08-13 13F Capula Management Ltd 0 −100,00 0
2025-08-14 13F Deerfield Management Company, L.p. (series C) 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 2 000 3
2025-07-15 13F James J. Burns & Company, LLC 16 000 0,00 32 −11,11
2025-08-12 13F Nuveen, LLC 427 659 855
2025-05-15 13F Oxford Asset Management Llp 17 130 −32,13 39 −50,00
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-08-12 13F EAM Investors, LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 0 −100,00 0
2025-08-13 13F Walleye Trading LLC Put 0 −100,00 0 −100,00
2025-08-13 13F Isthmus Partners, Llc 689 222 0,00 1 378 −12,29
2025-08-13 13F Jones Financial Companies Lllp 3 976 175,92 8 133,33
2025-08-12 13F Deutsche Bank Ag\ 324 407 2 318,78 649 2 060,00
2025-08-15 13F Kestra Advisory Services, LLC 11 965 24
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 3 326 0,00 8 −46,15
2025-08-11 13F Core Wealth Partners LLC 13 400 0,00 27 −13,33
2025-08-14 13F Headlands Technologies LLC 13 762 13,64 28 0,00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 39 675 121,34 79 −7,06
2025-07-09 13F Dynamic Advisor Solutions LLC 104 017 0,00 208 −12,24
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 500 0,00 1 0,00
2025-08-14 13F DRW Securities, LLC 28 177 56
2025-08-13 13F Cresset Asset Management, LLC 11 782 24
2025-08-08 13F Creative Planning 25 778 0,74 52 −12,07
2025-08-14 13F Stifel Financial Corp 26 808 −8,43 54 −19,70
2025-07-28 13F Harbour Investments, Inc. 1 000 0,00 2 0,00
2025-08-06 13F/A Flagship Private Wealth, LLC 11 653 0,00 23 −11,54
2025-08-14 13F Alliancebernstein L.p. 86 300 173
2025-08-14 13F Hudson Bay Capital Management LP 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 938 622 95,31 1 877 71,42
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 29 116 58
2025-08-12 13F White Pine Capital Llc 131 793 2,46 264 −10,24
2025-08-14 13F Aquatic Capital Management LLC 0 −100,00 0
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 332 290 13,41 797 −24,81
2025-05-09 13F CoreCap Advisors, LLC 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 671 0,00 1 0,00
2025-08-12 13F Rhumbline Advisers 237 419 475
2025-08-28 NP XHE - SPDR(R) S&P(R) Health Care Equipment 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 677 720 −28,39 1 355 −37,18
2025-08-08 13F Hartland & Co., LLC 1 750 0,00 4 0,00
2025-08-14 13F Gotham Asset Management, LLC 0 −100,00 0
2025-05-14 13F Guidance Point Advisors, LLC 0 −100,00 0
2025-08-04 13F HBK Sorce Advisory LLC 0 −100,00 0
2025-08-14 13F Summit Trail Advisors, Llc 26 786 54
2025-08-26 NP IHI - iShares U.S. Medical Devices 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 984 495 −0,76 1 969 −12,96
2025-04-18 NP AVSC - Avantis U.S. Small Cap 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 154 165 197,47 558 228,24
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 670 7,03 1
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-04 13F Amalgamated Bank 6 560 0
2025-08-12 13F Zacks Investment Management 17 164 34
2025-07-23 13F Klp Kapitalforvaltning As 27 100 0,00 54 −11,48
2025-07-24 13F Total Wealth Planning & Management, Inc. 10 900 0,00 22 −12,50
2025-08-08 13F SBI Securities Co., Ltd. 174 232 −5,62 348 −17,14
2025-08-13 13F Mount Yale Investment Advisors, LLC 40 0
2025-07-15 13F Palumbo Wealth Management LLC 86 920 2,72 174 −9,90
2025-08-12 13F Swiss National Bank 331 000 22,05 662 7,12
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 40 161 80
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 40 160 −71,76 80 −75,31
2025-08-14 13F Fmr Llc 41 544 −4,95 83 −16,16
2025-08-14 13F Two Sigma Advisers, Lp 144 800 −71,34 290 −74,89
2025-05-09 13F R Squared Ltd 0 −100,00 0 −100,00
2025-08-13 13F Walleye Trading LLC Call 13 200 −12,00 26 −23,53
2025-08-14 13F Price T Rowe Associates Inc /md/ 141 467 212,29 0
2025-07-16 13F Signaturefd, Llc 312 31,65 1
2025-08-15 13F Morgan Stanley 3 311 845 80,94 6 624 58,71
2025-08-13 13F Options Solutions, Llc 134 802 20,61 270 5,91
2025-08-13 13F Walleye Trading LLC 1 492 3
2025-08-13 13F Invesco Ltd. 224 550 505,65 449 434,52
2025-08-06 13F Commonwealth Equity Services, Llc 151 255 −2,02 0
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 41 372 −0,88 83 −13,68
2025-04-21 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-08 13F Calamos Advisors LLC 44 835 −87,63 90 −89,23
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-08-14 13F Man Group plc 96 310 21,31 193 6,08
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1 000 2
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 8 621 −19,20 17 41,67
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 979 55,15 2
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 92 017 9 055,92 184 9 100,00
2025-08-27 NP PLBBX - Plumb Balanced Fund 3 500 0,00 7 0,00
2025-08-08 13F/A Sterling Capital Management LLC 464 1
2025-08-15 13F CI Private Wealth, LLC 0 −100,00 0
2025-07-17 13F Lazari Capital Management, Inc. 28 661 53,10 57 35,71
2025-08-07 13F ProShare Advisors LLC 39 387 79
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-05 13F Levin Capital Strategies, L.p. 70 000 16,67 140 2,94
2025-08-14 13F Quantessence Capital LLC 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 14 220 253,64 28 211,11
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10 299 21
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 10 920 26
2025-08-14 13F Glenview Capital Management, Llc 9 955 144 0,00 19 910 −12,28
2025-08-13 13F Arizona State Retirement System 50 545 26,06 101 10,99
2025-05-16 13F Fred Alger Management, Llc 0 −100,00 0 −100,00
2025-08-12 13F Dimensional Fund Advisors Lp 1 136 720 6 129,63 2 273 5 441,46
2025-08-14 13F GWM Advisors LLC 200 0,00 0
2025-08-12 13F OneAscent Financial Services LLC 53 442 433,30 0
2025-08-14 13F UBS Group AG 394 412 43,62 789 25,88
2025-08-13 13F ExodusPoint Capital Management, LP 20 762 −87,08 0
2025-07-16 13F Crowley Wealth Management, Inc. 10 000 0,00 20 −9,09
2025-07-30 NP HEAL - Global X Telemedicine & Digital Health ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 72 068 173
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 268 377 29,10 644 −14,36
2025-08-12 13F Charles Schwab Investment Management Inc 1 536 115 53,01 3 072 34,27
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 6 497 −23,23 13 −70,00
2025-08-12 13F Catalyst Funds Management Pty Ltd 0 −100,00 0
2025-08-14 13F Voya Investment Management Llc 53 923 108
2025-05-08 13F Parkside Financial Bank & Trust 0 −100,00 0 −100,00
2025-08-14 13F State Of Wisconsin Investment Board 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 137 365 −81,84 275 −84,11
2025-08-13 13F Walleye Capital LLC Call 0 −100,00 0
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 115 675 66,79 271 −2,17
2025-08-12 13F Prudential Financial Inc 20 115 40
2025-08-07 13F Perkins Capital Management Inc 295 260 7,37 591 −5,90
2025-08-14 13F Janus Henderson Group Plc 60 700 0,00 121 −15,38
2025-08-14 13F Bnp Paribas Arbitrage, Sa 16 258 707,25 33 700,00
2025-08-27 NP HRNOX - Hood River New Opportunities Fund Institutional Shares 662 966 13,94 1 326 −0,08
2025-08-14 13F Lazard Asset Management Llc 43 693 100,30 0
2025-06-27 NP CTSIX - Calamos Timpani Small Cap Growth Fund Class I 708 366 −30,91 1 658 −59,49
2025-08-14 13F Graham Capital Management, L.P. 238 790 80,59 478 58,47
2025-08-14 13F Wealth Preservation Advisors, LLC 919 0,00 2 −50,00
2025-08-01 13F Ashton Thomas Private Wealth, LLC 12 500 25
2025-08-08 13F Intech Investment Management Llc 97 122 194
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 21 875 0,00 51 −41,38
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1 008 0,00 2 0,00
2025-06-26 NP LAMGX - Lord Abbett Micro-Cap Growth Fund Class A 321 467 752
2025-07-31 13F Oppenheimer & Co Inc 346 486 11,92 693 −1,84
2025-07-31 13F Caitong International Asset Management Co., Ltd 5 149 758,17 10 900,00
2025-08-13 13F Walleye Capital LLC Put 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc Call 0 −100,00 0 −100,00
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 81 671 14,35 191 −32,75
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 19 289 39
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 860 −16,25 4 −40,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 550 1,11 9 −10,00
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0 −100,00
2025-08-12 13F XTX Topco Ltd 257 316 216,30 515 177,84
2025-05-22 NP GENIX - Gotham Enhanced Return Fund Institutional Class 406 0,00 1 −100,00
2025-07-22 13F Valley National Advisers Inc 22 208 0,00 0
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 0 −100,00 0 −100,00
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0 −100,00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 68 450 137
2025-08-14 13F Fosun International Ltd 10 716 630 0,00 21 433 −12,28
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 221 850 444
2025-07-28 13F Frazier Financial Advisors, LLC 0 −100,00 0
2025-08-13 13F Pictet Asset Management Holding SA 12 595 −31,28 25 −40,48
2025-08-07 13F 49 Wealth Management, 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 430 665 47,83 861 252,87
2025-08-01 13F Teacher Retirement System Of Texas 27 811 45,20 56 27,91
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 0 −100,00 0 −100,00
2025-08-08 13F Pnc Financial Services Group, Inc. 2 286 12,28 5 0,00
2025-08-11 13F Rothschild Investment Llc 240 0
2025-08-28 NP KOMP - SPDR S&P Kensho New Economies Composite 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 1 807 274 13,68 3 615 −0,28
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 51 172 102
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-08-14 13F Mariner, LLC 12 000 −49,44 24 −55,56
2025-08-18 13F Geneos Wealth Management Inc. 40 654 8,90 81 −4,71
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 37 625 75
2025-07-25 13F Verdence Capital Advisors LLC 11 956 0,00 24 −14,81
2025-08-13 13F New York State Common Retirement Fund 60 800 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 76 706 0,00 153 −12,07
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 11 405 0,00 27 −42,22
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 53 898 16,13 126 −31,89
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 000 0,00 2 0,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 652 −20,29 1 −50,00
2025-07-15 13F SJS Investment Consulting Inc. 0 −100,00 0
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 4 712 074 9 424
2025-05-13 13F Ground Swell Capital, LLC 0 −100,00 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Twinbeech Capital Lp 0 −100,00 0
2025-08-20 13F/A Thompson Davis & Co., Inc. 35 070 72
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 332 786 666
2025-08-12 13F Proequities, Inc. 0 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3 595 5,55 7 0,00
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 63 000 −35,71 126 −43,50
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