CVGI - Commercial Vehicle Group, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqGS)

Commercial Vehicle Group, Inc.
US ˙ NasdaqGS ˙ US2026081057

Grundläggande statistik
Institutionella ägare 201 total, 197 long only, 2 short only, 2 long/short - change of −13,73% MRQ
Genomsnittlig portföljallokering 0.0378 % - change of 30,29% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 20 330 467 - 58,55% (ex 13D/G) - change of −6,53MM shares −24,30% MRQ
Institutionellt värde (lång) $ 30 283 USD ($1000)
Institutionellt ägande och aktieägare

Commercial Vehicle Group, Inc. (US:CVGI) har 201 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 20,333,342 aktier. Största aktieägare inkluderar Renaissance Technologies Llc, HUSIX - Huber Capital Small Cap Value Fund Investor Class, Vanguard Group Inc, Huber Capital Management LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Peapod Lane Capital LLC, Dimensional Fund Advisors Lp, ROFCX - Royce Opportunity Fund Consultant Class, IWM - iShares Russell 2000 ETF, and AVUV - Avantis U.S. Small Cap Value ETF .

Commercial Vehicle Group, Inc. (NasdaqGS:CVGI) 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 9, 2025 is 1,84 / share. Previously, on September 10, 2024, the share price was 3,25 / share. This represents a decline of 43,38% over that period.

CVGI / Commercial Vehicle Group, 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.

CVGI / Commercial Vehicle Group, 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)
2025-07-31 13G/A ROYCE & ASSOCIATES LP 2,159,806 0 -100.00 0.00 -100.00
2025-07-16 13G/A BlackRock, Inc. 2,443,576 505,840 -79.30 1.50 -79.17
2025-07-01 13D Lakeview Opportunity Fund LLC 3,118,982 9.00
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
(%)
2025-05-23 NP BOSVX - Omni Small-Cap Value Fund Class N 53 600 −48,26 62 −76,17
2025-08-13 13F Teton Advisors, Inc. 43 728 −13,63 73 24,14
2025-05-27 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 292 114 −6,01 336 −56,49
2025-08-29 NP Gabelli Global Small & Mid Cap Value Trust 19 500 −13,33 32 28,00
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 47 875 0,16 100 −13,91
2025-08-14 13F California State Teachers Retirement System 0 −100,00 0
2025-08-14 13F Sherbrooke Park Advisers Llc 11 632 −42,26 19 −17,39
2025-08-14 13F/A Barclays Plc 8 299 −75,43 0
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 0 −100,00 0
2025-04-18 NP AVSU - Avantis Responsible U.S. Equity ETF 1 538 5,56 3 0,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 500 −88,89 1 −100,00
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 8 859 45,76 9 −33,33
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 42 685 0,00 41 −55,06
2025-08-14 13F Jane Street Group, Llc 78 801 6,36 131 52,94
2025-07-24 13F Callan Family Office, LLC 12 346 20
2025-05-29 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 46 −11,54 0
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 22 829 −25,62 22 −67,19
2025-03-26 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 4 608 0,00 10 −30,77
2025-08-08 13F Hartland & Co., LLC 700 000 40,00 1 162 102,09
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 23 470 −0,72 31 −38,78
2025-07-25 13F JustInvest LLC 0 −100,00 0
2025-07-29 13F Fundamentun, Llc 0 −100,00 0
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 233 332 −13,38 224 −60,21
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 47 915 0,00 46 −54,00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 152 500 −10,29 253 29,74
2025-08-12 13F Proequities, Inc. 0 0
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short −1 000 −170,97 −1 −100,00
2025-05-27 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 38 440 14,70 44 −46,99
2025-08-14 13F Citadel Advisors Llc Call 67 400 68,92 112 146,67
2025-08-14 13F Citadel Advisors Llc 16 153 −88,94 27 −84,43
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 820 2,85 4 −57,14
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 7 506 −6,27 9 −57,89
2025-08-12 13F Deutsche Bank Ag\ 0 −100,00 0
2025-08-14 13F Prelude Capital Management, Llc 0 −100,00 0
2025-08-13 13F Invesco Ltd. 39 320 −47,59 65 −24,42
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2 492 0,00 4 100,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4 182 0,00 7 50,00
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 348 026 5,35 334 −51,59
2025-08-12 13F Advisors Asset Management, Inc. 130 −2,26 0
2025-08-14 13F/A Perritt Capital Management Inc 24 900 −59,84 41 −42,25
2025-04-25 NP CFSLX - Column Small Cap Fund 2 206 0,00 5 −20,00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 19 988 5,39 19 −51,28
2025-08-14 13F Fmr Llc 17 969 99,81 30 190,00
2025-08-11 13F Vanguard Group Inc 1 473 732 −11,58 2 446 27,66
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0 −100,00
2025-05-16 13F Bell Investment Advisors, Inc 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 0 −100,00 0 −100,00
2025-08-13 13F Granite Investment Partners, LLC 0 −100,00 0
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 164 474 8,98 214 −31,95
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 74 095 −3,63 123 38,64
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 5 464 −67,55 5 −85,71
2025-05-07 13F LPL Financial LLC 0 −100,00 0
2025-04-18 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 483 0,00 5 0,00
2025-08-29 NP GGMMX - Gabelli Global Mini Mites Fund CLASS I 20 200 −3,81 34 37,50
2025-08-29 NP 180 Degree Capital Corp. /ny/ 410 000 0,00 681 44,37
2025-03-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 20 400 0,00 43 −28,81
2025-05-15 13F Panagora Asset Management Inc 0 −100,00 0
2025-05-22 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1 200 0,00 1 −50,00
2025-06-18 NP HUSIX - Huber Capital Small Cap Value Fund Investor Class 1 645 232 93,45 1 580 −11,14
2025-05-29 NP RYRRX - Russell 2000 Fund Class A 79 31,67 0
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60 800 0,00 101 44,93
2025-05-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5 085 0,00 6 −58,33
2025-08-08 13F Intech Investment Management Llc 0 −100,00 0
2025-05-28 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 12 200 0,00 14 −53,33
2025-05-19 NP RYOTX - Royce Micro-Cap Fund Investment Class 239 625 0,00 276 −53,70
2025-05-23 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 38 091 0,00 44 −54,26
2025-08-13 13F Wealthedge Investment Advisors, Llc 0 −100,00 0
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 3 113 0,00 5 66,67
2025-07-28 NP HDG - ProShares Hedge Replication ETF 44 12,82 0
2025-08-14 13F RBF Capital, LLC 384 532 0,00 638 44,34
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6 619 0,00 11 42,86
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 125 822 0,00 121 −54,20
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 11 490 −20,48 19 −45,71
2025-06-24 NP TNVAX - 1290 GAMCO Small/Mid Cap Value Fund Class A 80 000 −9,09 77 −58,47
2025-08-08 13F Pnc Financial Services Group, Inc. 49 −53,33 0
2025-07-15 13F Fortitude Family Office, LLC 345 1
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6 140 39,32 7 −30,00
2025-05-13 13F Sei Investments Co 0 −100,00 0
2025-08-12 13F Rhumbline Advisers 0 −100,00 0
2025-08-12 13F XTX Topco Ltd 104 772 174
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5 447 0,00 6 −53,85
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 4 519 0,00 8 40,00
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8 348 0,00 10 −55,00
2025-08-15 13F Tower Research Capital LLC (TRC) 3 498 −51,78 6 −37,50
2025-08-12 13F Dimensional Fund Advisors Lp 905 945 −18,84 1 503 17,06
2025-08-05 13F Simplex Trading, Llc Put 5 600 −23,29 0
2025-08-05 13F Simplex Trading, Llc 7 380 37,23 0
2025-08-07 13F Los Angeles Capital Management Llc 0 −100,00 0
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 16 955 0,00 19 −54,76
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 43 034 35,35 49 −37,18
2025-07-29 NP EBI - Longview Advantage ETF 565 0,00 1 −100,00
2025-08-14 13F Black Diamond Capital Management, L.l.c. 350 000 0,00 581 44,53
2025-04-18 NP AVUV - Avantis U.S. Small Cap Value 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 787 340 6,17 1 638 −8,39
2025-05-15 13F Forager Capital Management, LLC 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 1 192 2
2025-04-18 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 028 0,00 48 −14,55
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2 160 0,00 2 −50,00
2025-08-14 13F Susquehanna International Group, Llp 77 526 4,72 129 50,59
2025-08-06 13F Rialto Wealth Management, LLC 730 1
2025-08-05 13F Simplex Trading, Llc Call 300 0,00 0
2025-07-31 13F Peapod Lane Capital LLC 912 050 61,40 1 514 133,13
2025-05-23 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8 021 0,00 9 −52,63
2025-08-12 13F Charles Schwab Investment Management Inc 0 −100,00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 707 0,00 1
2025-08-04 13F Strs Ohio 0 −100,00 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 84 600 0,00 140 44,33
2025-03-28 NP DXUV - Dimensional US Vector Equity ETF 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Jain Global LLC 46 070 76
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 50 533 0,00 66 −38,10
2025-05-21 13F Acadian Asset Management Llc 0 −100,00 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 3 178 0,00 3 −50,00
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 41 348 3,98 54 −35,37
2025-08-12 13F American Century Companies Inc 0 −100,00 0
2025-05-12 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
2025-07-31 13F Nisa Investment Advisors, Llc 1 126 122,09 2
2025-05-23 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 413 0,00 2 −66,67
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2 449 −28,52 3 −57,14
2025-05-28 NP TLSTX - Stock Index Fund 597 0,00 1 −100,00
2025-08-08 13F SBI Securities Co., Ltd. 1 0,00 0
2025-08-06 13F Sterling Capital Management LLC 0 −100,00 0
2025-08-12 13F Nuveen, LLC 0 −100,00 0
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3 138 −31,47 4 −72,73
2025-08-11 13F Anderson Financial Strategies, LLC 195 401 −41,23 322 −15,71
2025-08-14 13F Bridgeway Capital Management Inc 62 421 −64,61 104 −49,01
2025-08-14 13F Royal Bank Of Canada 84 642 −3,82 140 40,00
2025-07-28 NP UWM - ProShares Ultra Russell2000 3 343 −18,68 4 −50,00
2025-05-30 NP SMVIX - Simt Small Cap Value Fund Class I 19 327 0,00 22 −53,19
2025-08-13 13F Gamco Investors, Inc. Et Al 590 218 −10,69 980 28,82
2025-08-13 13F New York State Common Retirement Fund 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 228 226 70,81 379 147,06
2025-08-04 13F HBK Sorce Advisory LLC 49 459 82
2025-08-08 13F Geode Capital Management, Llc 333 149 −55,55 553 −35,77
2025-08-14 13F Susquehanna International Group, Llp Put 0 −100,00 0
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-05-23 NP SVAL - iShares US Small Cap Value Factor 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 67 132 2,01 77 −52,76
2025-08-11 13F HHM Wealth Advisors, LLC 1 055 0,00 2 0,00
2025-08-15 13F Morgan Stanley 272 173 −57,06 452 −38,13
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 0 −100,00 0 −100,00
2025-04-14 13F Revolve Wealth Partners, LLC 0 −100,00 0 −100,00
2025-05-28 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 50 290 0,00 58 −54,03
2025-08-13 13F Jb Capital Partners Lp 67 322 0,00 112 44,16
2025-05-14 13F Group One Trading, L.p. Call 0 −100,00 0 −100,00
2025-07-25 13F Cwm, Llc 1 340 −31,74 0
2025-08-13 13F Victory Capital Management Inc 15 588 0,00 26 47,06
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 53 821 −52,86 89 −32,06
2025-08-06 13F First Horizon Advisors, Inc. 3 478 −1,19 6 25,00
2025-08-14 13F Bank Of America Corp /de/ 1 010 −94,93 2 −95,45
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 79 252 0,00 76 −53,94
2025-04-15 13F/A GAMMA Investing LLC 0 −100,00 0
2025-08-07 13F Pinnacle Holdings, LLC 10 297 17
2025-07-29 13F Riverbend Wealth Management, LLC 0 −100,00 0
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 58 658 −31,73 56 −68,72
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 569 −2,74 1 −100,00
2025-08-06 13F True Wealth Design, LLC 24 −51,02 0
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-13 13F Ironwood Investment Management Llc 595 540 11,41 989 60,91
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 64 487 0,00 62 −54,48
2025-05-19 NP ROFCX - Royce Opportunity Fund Consultant Class 872 200 −13,66 1 003 −59,96
2025-08-12 13F Ameritas Investment Partners, Inc. 0 −100,00 0
2025-05-28 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 1 297 0,00 1 −66,67
2025-05-13 13F Raymond James Financial Inc 0 −100,00 0 −100,00
2025-03-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 998 0,00 10 −28,57
2025-08-13 13F Quadrature Capital Ltd 23 712 12,59 39 62,50
2025-08-14 13F D. E. Shaw & Co., Inc. 706 900 10,53 1 173 59,59
2025-08-14 13F Alliancebernstein L.p. 0 −100,00 0
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 30 006 0,00 29 −54,84
2025-05-27 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 822 245 −2,00 946 −54,57
2025-08-14 13F Alpine Global Management, LLC 0 −100,00 0
2025-07-22 13F Gsa Capital Partners Llp 174 039 749,88 0
2025-07-11 13F Assenagon Asset Management S.A. 82 569 125,44 137 226,19
2025-08-05 13F Bank of New York Mellon Corp 124 502 −37,95 207 −10,43
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 584 0,00 1 −100,00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 3 400 0,00 4 −42,86
2025-08-11 13F Empowered Funds, LLC 53 821 −52,86 89 −32,06
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3 376 0,00 3 −57,14
2025-08-13 13F Federated Hermes, Inc. 10 554 91,75 18 183,33
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund Short −1 875 −183,00 −2 −109,52
2025-08-12 13F Jpmorgan Chase & Co 2 079 −97,04 3 −96,25
2025-08-14 13F Engineers Gate Manager LP 20 116 87,09 33 175,00
2025-08-11 13F Royce & Associates Lp 0 −100,00 0
2025-05-29 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 171 −3,93 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 4 164 36,97 4 −50,00
2025-08-13 13F Gabelli Funds Llc 119 700 3,19 199 48,87
2025-08-11 13F Private Advisor Group, LLC 0 −100,00 0
2025-08-14 13F Mariner, LLC 33 376 −1,83 55 41,03
2025-08-14 13F CoreCap Advisors, LLC 0 −100,00 0
2025-08-14 13F Millennium Management Llc 214 901 357
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 21 200 0,00 28 −38,64
2025-08-13 13F Arrowstreet Capital, Limited Partnership 50 577 84
2025-08-12 13F Legal & General Group Plc 0 −100,00 0
2025-08-14 13F Group One Trading, L.p. Put 200 0,00 0
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 77 980 0,00 75 −54,32
2025-08-13 13F Renaissance Technologies Llc 1 872 095 −7,50 3 108 33,52
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3 758 0,00 6 50,00
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 700 0,00 44 46,67
2025-08-14 13F Group One Trading, L.p. 1 952 0,00 3 50,00
2025-08-29 NP WMMAX - Teton Westwood Mighty Mites Fund Class A 43 728 −13,63 73 24,14
2025-08-13 13F Northern Trust Corp 71 846 −73,96 119 −62,46
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 70 975 118
2025-06-03 NP PRCGX - Perritt MicroCap Opportunities Fund Investor Class 35 000 −46,14 34 −75,56
2025-08-14 13F Qube Research & Technologies Ltd 46 928 78
2025-05-30 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 2 104 0,00 2 −60,00
2025-08-14 13F Aqr Capital Management Llc 32 977 79,34 55 157,14
2025-08-14 13F/A Skopos Labs, Inc. 760 1
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 15 051 −25,18 25 4,35
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 164 192 2,11 213 −36,23
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 1 007 798 0,00 1 673 44,39
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 146 451 0,00 141 −54,25
2025-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2025-08-12 13F Picton Mahoney Asset Management 0 −100,00 0
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6 475 0,00 7 −56,25
2025-05-19 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 106 039 0,00 122 −53,82
2025-08-14 13F Two Sigma Investments, Lp 411 920 15,36 684 66,59
2025-05-28 NP QCEQRX - Equity Index Account Class R1 15 927 0,00 18 −53,85
2025-08-13 13F Russell Investments Group, Ltd. 0 −100,00 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 5 721 0,00 5 −54,55
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1 272 0,00 2 100,00
2025-08-12 13F Prudential Financial Inc 0 −100,00 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 25 949 −19,39 25 −64,18
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 429 381 0,00 713 44,42
2025-05-23 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5 960 0,00 7 −57,14
2025-08-14 13F UBS Group AG 31 247 −26,05 52 6,25
2025-08-11 13F Citigroup Inc 1 144 −95,12 2 −96,15
2025-08-14 13F Occudo Quantitative Strategies Lp 0 −100,00 0
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 687 −8,64 1 −100,00
2025-05-27 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 3 905 0,00 4 −55,56
2025-08-12 13F BlackRock, Inc. 564 100 −76,02 936 −65,40
2025-05-28 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2 653 0,00 3 −50,00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 −100,00 0
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 54 335 64,23 71 2,94
2025-08-14 13F Price T Rowe Associates Inc /md/ 99 283 −10,81 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 7 090 497,30 9 350,00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 0 −100,00 0
2025-05-29 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8 −42,86 0
2025-07-28 NP VCSLX - Small Cap Index Fund 21 744 69,84 28 7,69
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 128 4,92 0
2025-05-27 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 11 112 −2,83 13 −57,14
2025-08-04 13F Amalgamated Bank 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 706 −92,33 1 −90,00
2025-05-23 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 8 220 0,00 9 −55,00
2025-05-27 NP NSIDX - Northern Small Cap Index Fund 10 928 −35,44 13 −70,73
2025-05-13 13F Ethic Inc. 0 −100,00 0 −100,00
2025-08-14 13F Wells Fargo & Company/mn 13 602 −51,78 23 −31,25
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 342 −30,06 0 −100,00
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-05-28 NP Profunds - Profund Vp Small-cap 76 −8,43 0
2025-08-13 13F Huber Capital Management LLC 1 030 514 −27,34 1 711 4,84
2025-05-28 NP Profunds - Profund Vp Ultrasmall-cap 121 −6,20 0
2025-04-18 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 12 092 0,00 25 −13,79
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 33 −15,38 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 18 148 30
2025-08-29 NP GCASX - The Gabelli Small Cap Growth Fund Class A 80 000 10,34 133 59,04
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 65 511 74,64 85 8,97
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 2 785 0,00 3 −60,00
2025-08-14 13F State Street Corp 122 202 −81,39 203 −73,25
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 76 932 0,00 74 −54,37
2025-08-14 13F Two Sigma Advisers, Lp 590 400 69,56 980 145,00
Other Listings
DE:FDU 1,51 €
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