BWMN - Bowman Consulting Group Ltd. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqGM)

Bowman Consulting Group Ltd.
US ˙ NasdaqGM ˙ US1030021018

Grundläggande statistik
Institutionella ägare 256 total, 255 long only, 0 short only, 1 long/short - change of 8,02% MRQ
Genomsnittlig portföljallokering 0.0995 % - change of −2,79% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 11 727 238 - 67,98% (ex 13D/G) - change of −0,24MM shares −2,00% MRQ
Institutionellt värde (lång) $ 331 699 USD ($1000)
Institutionellt ägande och aktieägare

Bowman Consulting Group Ltd. (US:BWMN) har 256 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 11,727,238 aktier. Största aktieägare inkluderar Fmr Llc, BlackRock, Inc., Vanguard Group Inc, IFRA - iShares U.S. Infrastructure ETF, Pembroke Management, LTD, FLPSX - Fidelity Low-Priced Stock Fund, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Polar Asset Management Partners Inc., Swedbank AB, and Summit Creek Advisors LLC .

Bowman Consulting Group Ltd. (NasdaqGM:BWMN) 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 16, 2025 is 42,50 / share. Previously, on September 17, 2024, the share price was 23,98 / share. This represents an increase of 77,23% over that period.

BWMN / Bowman Consulting Group Ltd. 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.

BWMN / Bowman Consulting Group Ltd. 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)
2024-11-12 13G/A FMR LLC 2,017,514 2,730,755 35.35 15.00 8.91
2024-11-08 13G BlackRock, Inc. 1,499,327 1,499,327 0.00 8.20 0.00
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
(%)
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 33,33 0
2025-08-26 NP CMCMX - CONESTOGA MICRO CAP FUND Investors Class 5 400 0,00 155 32,48
2025-08-06 13F True Wealth Design, LLC 8 0,00 0
2025-08-14 13F Point72 Asset Management, L.P. 5 413 156
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 11 845 0,00 262 −12,96
2025-08-05 13F Bank of New York Mellon Corp 34 151 5,22 982 38,56
2025-08-14 13F Polar Asset Management Partners Inc. 444 880 −1,36 12 790 29,91
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 559 17,33 74 55,32
2025-08-14 13F Janus Henderson Group Plc 0 −100,00 0
2025-06-26 NP FLPSX - Fidelity Low-Priced Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 456 423 −0,33 10 096 −13,30
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 18 047 0,00 399 −12,88
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2 691 0,00 77 32,76
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5 271 17,97 152 55,67
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 114 0,00 3 50,00
2025-08-14 13F Mill Road Capital Management LLC 88 007 −3,40 2 530 27,26
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 9 034 9,70 260 44,69
2025-08-13 13F Kennedy Capital Management, Inc. 0 −100,00 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0,00 0
2025-03-28 NP GPGEX - Grandeur Peak Global Explorer Fund Institutional Class 1 197 0,00 30 25,00
2025-08-22 NP FFIDX - Fidelity 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 72 334 2,28 2 080 34,74
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2 206 6,26 63 40,00
2025-08-14 13F/A Skopos Labs, Inc. 967 −53,51 28 −40,00
2025-08-14 13F Lazard Asset Management Llc 0 −100,00 0
2025-08-11 13F Citigroup Inc 4 982 −47,13 143 −30,24
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 20 5,26 1
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 11 330 −46,58 326 −51,92
2025-08-04 13F Emerald Mutual Fund Advisers Trust 50 357 74,60 1 448 130,05
2025-08-14 13F State Street Corp 264 748 3,32 7 612 36,08
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 446 267 0,00 12 830 31,70
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1 320 0,00 38 32,14
2025-08-12 13F BlackRock, Inc. 1 496 824 −7,68 43 034 21,59
2025-08-14 13F Brevan Howard Capital Management LP 7 541 217
2025-06-30 NP GPRIX - Grandeur Peak Global Reach Fund Institutional Class 12 628 −36,86 279 −45,08
2025-05-15 13F Two Sigma Investments, Lp 0 −100,00 0
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10 143 0,61 254 22,12
2025-07-29 NP Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4 865 122
2025-08-04 13F Amalgamated Bank 474 0,00 0
2025-08-04 13F Emerald Advisers, Llc 6 333 105,88 182 171,64
2025-08-12 13F Legal & General Group Plc 1 561 10,87 45 46,67
2025-08-08 13F Bailard, Inc. 9 281 267
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 206 6
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 449 −33,97 13 −14,29
2025-06-26 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 3 273 0,00 72 −13,25
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 1 320 20,66 38 60,87
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 8 561 −1,60 246 30,16
2025-08-14 13F/A Perritt Capital Management Inc 24 490 −1,21 704 30,13
2025-06-26 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 19 690 16,39 436 1,16
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 3 720 107
2025-08-12 13F Franklin Resources Inc 9 912 0,95 285 32,71
2025-08-13 13F MetLife Investment Management, LLC 8 630 8,83 248 43,35
2025-08-14 13F Raymond James Financial Inc 430 12
2025-08-14 13F Citadel Advisors Llc 69 977 −20,63 2 012 4,52
2025-06-26 NP FDMLX - Fidelity Series Intrinsic Opportunities 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 88 900 0,00 1 966 −13,01
2025-06-26 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 1 736 0,00 38 −13,64
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 4 143 0,00 92 −13,33
2025-08-14 13F Ancora Advisors, LLC 22 146 0,00 637 31,68
2025-08-06 13F Ovata Capital Management Ltd 0 −100,00 0
2025-08-07 13F Pembroke Management, LTD 511 468 −1,74 14 705 29,41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6 620 69,31 190 123,53
2025-08-07 13F Los Angeles Capital Management Llc 70 345 2 022
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 31 553 6,92 907 40,84
2025-08-08 13F Cetera Investment Advisers 63 720 −22,62 1 832 1,89
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1 047 134,23 30 233,33
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 408 0,00 10 25,00
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 104 350 0,00 2 616 21,11
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 982 22
2025-08-13 13F Russell Investments Group, Ltd. 119 780 −6,91 3 444 22,61
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 241 7
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 487 0,00 12 20,00
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 948 0,00 24 21,05
2025-05-15 13F Two Sigma Advisers, Lp 0 −100,00 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2 759 7,23 79 41,07
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 297 0,00 9 33,33
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 6 300 0,00 139 −13,12
2025-07-24 13F Us Bancorp \de\ 7 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1 988 0,00 44 −14,00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 083 9,62 31 47,62
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 543 163 −18,19 15 616 7,73
2025-08-11 13F Pacific Ridge Capital Partners, LLC 257 848 −1,44 7 413 29,80
2025-07-10 13F Swedbank AB 416 492 108,25 11 974 174,26
2025-08-14 13F Fmr Llc 2 584 960 −0,18 74 318 31,47
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 344 417 −0,51 9 902 31,02
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 25 114 10,37 556 −3,98
2025-08-12 13F Trexquant Investment LP 17 416 501
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 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 74 813 2,07 1 655 −11,22
2025-06-26 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 22 749 116,91 503 89,10
2025-08-12 13F Ameritas Investment Partners, Inc. 1 435 28,35 41 70,83
2025-08-15 13F Morgan Stanley 37 131 −9,28 1 068 19,48
2025-06-30 NP GPMCX - Grandeur Peak Global Micro Cap Fund Institutional Class 33 204 −7,08 734 −19,16
2025-08-25 NP TETAX - RBC Enterprise Fund A Shares 31 910 0,00 917 31,75
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 320 −21,71 33 −2,94
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1 326 0,00 38 35,71
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3 000 0,00 75 20,97
2025-08-13 13F Groupe la Francaise 14 400 412
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 36 711 74,26 812 51,78
2025-07-30 13F Conestoga Capital Advisors, LLC 56 630 0,00 1 628 31,72
2025-08-06 13F Summit Creek Advisors LLC 393 386 −3,59 11 310 26,97
2025-03-31 NP FSLCX - Fidelity Small Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109 401 −3,61 2 782 20,75
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 190 −1,55 5 25,00
2025-08-11 13F Vanguard Group Inc 789 603 −0,82 22 701 30,62
2025-08-13 13F Northern Trust Corp 129 260 1,65 3 716 33,91
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 17 543 9,19 388 −4,90
2025-08-12 13F Deutsche Bank Ag\ 9 029 −20,86 260 4,02
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 812 0,00 18 −15,00
2025-08-25 NP RSVIX - RBC Small Cap Value Fund Class I 1 240 36
2025-07-29 13F Novare Capital Management Llc 47 307 0,00 1 360 31,78
2025-04-15 13F SG Americas Securities, LLC 0 −100,00 0
2025-06-26 NP FOKFX - Fidelity OTC K6 Portfolio 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 8 196 0,00 181 −12,98
2025-06-26 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 3 139 0,00 69 −12,66
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 775 13,64 22 57,14
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2 947 23,05 85 61,54
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1 504 −1,31 33 −13,16
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 773 0,00 22 37,50
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 8 779 0,00 252 31,94
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 3 193 8,38 92 42,19
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 15 276 −27,97 338 −37,48
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 135 −32,50 3 −60,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP TLSTX - Stock Index Fund 145 0,00 4 33,33
2025-09-04 13F/A Advisor Group Holdings, Inc. 43 330,00 1
2025-08-13 13F Renaissance Technologies Llc 33 700 969
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 6 487 −4,28 143 −16,86
2025-08-19 NP BUFOX - Buffalo Emerging Opportunities Fund Investor Class 58 500 −14,60 1 682 12,44
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 780 22
2025-07-08 13F Parallel Advisors, LLC 0 −100,00 0
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 257 180
2025-06-26 NP FIFNX - Fidelity Founders 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 3 600 0,00 80 −13,19
2025-08-11 13F Rothschild Investment Llc 5 0,00 0
2025-08-12 13F/A Boston Partners 23 738 3,55 682 36,40
2025-08-14 13F Price T Rowe Associates Inc /md/ 15 598 9,05 0
2025-07-31 13F Asset Management One Co., Ltd. 60 774 1 747
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 65 846 5,01 1 651 27,22
2025-08-12 13F Rhumbline Advisers 20 369 8,18 586 42,34
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5 093 48,35 146 97,30
2025-05-14 13F Kestra Advisory Services, LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 15 930 0,00 458 31,70
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 2 823 62
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 320 0,00 9 50,00
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 60 2
2025-08-13 13F Marshall Wace, Llp 152 646 4,67 4 389 37,86
2025-08-01 13F Brookwood Investment Group LLC 35 190 −11,32 1 012 16,74
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 22 407 0,00 644 31,70
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 26 059 43,76 576 25,22
2025-07-07 13F Versant Capital Management, Inc 363 10
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2 788 0,00 80 33,33
2025-08-14 13F Alliancebernstein L.p. 14 340 412
2025-05-15 13F Wasatch Advisors Inc 0 −100,00 0
2025-07-25 13F Cwm, Llc 184 40,46 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 13 326 0,00 334 21,45
2025-05-06 13F Royce & Associates Lp 0 −100,00 0 −100,00
2025-07-31 13F Kornitzer Capital Management Inc /ks 58 500 −14,60 1 682 12,44
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 59 1,72 1 0,00
2025-06-26 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 39 374 5,71 871 −8,13
2025-07-31 13F Quest Partners LLC 3 581 103
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9 137 0,00 263 31,66
2025-08-14 13F Royal Bank Of Canada 65 023 33,76 1 869 76,15
2025-08-14 13F UBS Group AG 96 403 5,92 2 772 39,53
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 26 640 0,00 668 21,05
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 614 18
2025-08-14 13F Polymer Capital Management (US) LLC 8 626 248
2025-08-08 13F Keyvantage Wealth, Llc 22 536 15,77 648 52,59
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 100 3
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1 209 0,00 35 30,77
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 72 4,35 2 100,00
2025-08-14 13F Smartleaf Asset Management LLC 40 37,93 1
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-08-14 13F Comerica Bank 11 647 1,00 335 33,07
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1 213 0,00 27 −13,33
2025-06-03 NP PRCGX - Perritt MicroCap Opportunities Fund Investor Class 15 000 0,00 332 −13,12
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 14 463 −1,13 320 −14,02
2025-08-12 13F Dynamic Technology Lab Private Ltd 8 038 231
2025-07-16 13F Signaturefd, Llc 65 80,56 2
2025-08-12 13F Dimensional Fund Advisors Lp 280 226 23,46 8 057 62,55
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 77 724 0,46 1 949 21,67
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 35 262 0,00 780 −13,06
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 49 2,08 1 0,00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7 882 2,82 174 −10,31
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 458 −24,30 13 0,00
2025-05-07 13F Fiera Capital Corp 0 −100,00 0 −100,00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 15 528 0,00 343 −12,94
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1 078 −25,40 31 −3,23
2025-08-12 13F Charles Schwab Investment Management Inc 41 456 8,06 1 192 42,29
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 7 838 0,00 225 31,58
2025-03-31 NP FKICX - Fidelity Small Cap Stock K6 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 1 532 −13,30 39 8,57
2025-08-14 13F Bank Of America Corp /de/ 23 200 −81,71 667 −75,95
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 15 656 0,00 346 −13,07
2025-08-26 NP Profunds - Profund Vp Small-cap 32 6,67 1
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 2 561 14,53 57 0,00
2025-07-28 NP VCSLX - Small Cap Index Fund 5 426 3,35 136 25,93
2025-08-12 13F Jpmorgan Chase & Co 9 128 40,00 262 84,51
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 719 0,00 21 33,33
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 257 820 0,00 6 464 21,12
2025-08-22 NP FNIAX - Fidelity Advisor New Insights Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 337 500 −0,15 9 703 31,51
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 1 725 −4,33 38 −15,91
2025-08-08 13F Intech Investment Management Llc 8 251 237
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2 043 0,89 59 31,82
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 9 620 241
2025-06-25 NP PBSIX - Polen U.S. Small Company Growth Fund Institutional Class 11 339 −12,05 251 −23,55
2025-05-15 13F Alyeska Investment Group, L.P. 0 −100,00 0 −100,00
2025-08-14 13F Ameriprise Financial Inc 19 845 571
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 155 9,11 62 41,86
2025-08-14 13F Stifel Financial Corp 16 137 −6,54 464 23,14
2025-08-14 13F Cubist Systematic Strategies, LLC 20 562 591
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 13 696 −1,84 394 29,28
2025-05-28 NP QCEQRX - Equity Index Account Class R1 4 978 0,00 109 −12,90
2025-08-11 13F Covestor Ltd 75 0
2025-06-26 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 1 831 0,00 41 −13,04
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 33 3,12 1
2025-08-13 13F Polen Capital Management Llc 0 −100,00 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1 792 0,00 40 −13,33
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 9 966 0,00 287 31,80
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 724 25,56 38 11,76
2025-08-08 13F Pnc Financial Services Group, Inc. 3 −70,00 0
2025-08-14 13F Wells Fargo & Company/mn 7 453 16,02 214 52,86
2025-08-13 13F EverSource Wealth Advisors, LLC 5 −37,50 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 966 −31,25 24 −17,24
2025-08-14 13F California State Teachers Retirement System 1 011 0,00 29 31,82
2025-05-13 13F Quantbot Technologies LP 0 −100,00 0 −100,00
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 576 −8,27 290 11,11
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7 698 −1,48 221 30,00
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 4 200 −17,65 121 8,11
2025-08-14 13F/A Barclays Plc 34 739 29,90 1
2025-08-08 13F/A Sterling Capital Management LLC 50 257,14 1
2025-07-28 NP HDG - ProShares Hedge Replication ETF 17 6,25 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6 518 12,50 187 48,41
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 8 090 203
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 13 −13,33 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-08 13F Creative Planning 13 157 −33,57 378 −12,50
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 134 659 1,18 2 979 −12,00
2025-08-13 13F Panagora Asset Management Inc 16 762 482
2025-08-13 13F Per Stirling Capital Management, LLC. 43 839 0,00 1 260 31,66
2025-05-15 13F Winton Capital Group Ltd 0 −100,00 0 −100,00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 4 0,00 0
2025-06-27 NP GPGIX - Grandeur Peak Global Opportunities Fund Institutional Class 0 −100,00 0 −100,00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 224 −6,67 6 25,00
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 196 0,00 6 25,00
2025-06-26 NP USMIX - Extended Market Index Fund 1 594 −8,71 35 −20,45
2025-07-08 13F Nbc Securities, Inc. 0 −100,00 0
2025-08-07 13F Acadian Asset Management Llc 2 001 0
2025-08-13 13F New York State Common Retirement Fund 4 491 0,00 0
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 360 48,15 10 100,00
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 143 878 8,03 3 183 −6,02
2025-07-24 13F IFP Advisors, Inc 3 0
2025-08-14 13F Goldman Sachs Group Inc 33 045 −34,14 950 −13,24
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 303 −0,84 95 30,56
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 226 448 −5,73 6 510 24,14
2025-06-26 NP FOCPX - Fidelity OTC Portfolio 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 77 394 0,00 1 712 −13,06
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3 794 22,90 109 62,69
2025-07-14 13F GAMMA Investing LLC 436 110,63 13 200,00
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 8 689 41,47 192 23,08
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 115 929 −0,45 3 333 31,08
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 33 337 −1,19 737 −14,00
2025-08-14 13F Jane Street Group, Llc 10 913 −16,97 314 9,44
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4 543 33,74 131 75,68
2025-04-14 13F Farther Finance Advisors, LLC 0 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 886 6,18 83 38,98
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1 871 54
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 429 0,00 12 33,33
2025-08-12 13F Nuveen, LLC 32 135 23,93 924 −3,85
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 9 438 0,00 209 −13,33
2025-06-26 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 675 0,00 15 −17,65
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5 770 58,95 166 108,86
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 1 682 0,00 48 33,33
2025-07-31 13F Nisa Investment Advisors, Llc 317 734,21 9
2025-08-07 13F Allworth Financial LP 1 0
2025-05-09 13F R Squared Ltd 0 −100,00 0
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 3 915 15,86 87 1,18
2025-08-14 13F Susquehanna International Group, Llp 36 523 3,31 1 050 36,19
2025-08-14 13F Susquehanna International Group, Llp Put 26 500 762
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1 435 28,35 41 70,83
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 19 763 3,26 495 25,00
2025-08-14 13F Susquehanna International Group, Llp Call 9 900 285
2025-08-14 13F GWM Advisors LLC 1 0,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 8 312 700,77 239 981,82
2025-08-13 13F Grandeur Peak Global Advisors, LLC 45 832 −70,76 1 318 −61,51
2025-08-15 13F Tower Research Capital LLC (TRC) 2 301 244,46 66 371,43
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9 900 0,00 285 31,48
2025-08-08 13F Geode Capital Management, Llc 343 015 2,72 9 864 35,28
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 400 0,00 12 37,50
2025-08-14 13F Voya Investment Management Llc 17 972 0,48 517 32,31
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