INNV - InnovAge Holding Corp. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqGS)

InnovAge Holding Corp.

Grundläggande statistik
Institutionella ägare 147 total, 147 long only, 0 short only, 0 long/short - change of 1,37% MRQ
Genomsnittlig portföljallokering 0.0427 % - change of 22,57% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 17 654 497 - 13,02% (ex 13D/G) - change of −3,29MM shares −15,73% MRQ
Institutionellt värde (lång) $ 43 474 USD ($1000)
Institutionellt ägande och aktieägare

InnovAge Holding Corp. (US:INNV) har 147 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,654,497 aktier. Största aktieägare inkluderar T. Rowe Price Investment Management, Inc., Coliseum Capital Management, LLC, PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., Kent Lake PR LLC, BlackRock, Inc., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, Welch Capital Partners Llc/ny, and IWM - iShares Russell 2000 ETF .

InnovAge Holding Corp. (NasdaqGS:INNV) 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 19, 2025 is 4,63 / share. Previously, on September 23, 2024, the share price was 5,92 / share. This represents a decline of 21,79% over that period.

INNV / InnovAge Holding Corp. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

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Institutionell sälj/köp-kvot

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

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

INNV / InnovAge Holding Corp. Historical Put/Call Ratio
13D/G-Arkiveringar

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

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

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2024-11-13 13G/A TCO GROUP HOLDINGS, L.P. 112,988,070 83.38
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 750 0,00 10 25,00
2025-08-14 13F Wells Fargo & Company/mn 12 009 12,24 44 41,94
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 119 362 −0,20 488 25,77
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 857 0,00 3 50,00
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 16 618 0,00 61 24,49
2025-08-14 13F Price T Rowe Associates Inc /md/ 10 922 0
2025-04-25 NP VCSLX - Small Cap Index Fund 7 270 −5,17 24 −37,84
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 58 242 −4,15 215 18,23
2025-08-11 13F Citigroup Inc 6 941 −47,84 26 −35,90
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 744 0,00 10 25,00
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 439 866 −8,43 1 623 13,42
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 15 700 0,00 58 23,91
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 0,00 0
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 29 157 2,78 119 29,35
2025-08-12 13F Proequities, Inc. 0 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1 437 0,00 5 25,00
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 21 483 0,00 67 −17,28
2025-06-26 NP CAMSX - Cambiar Small Cap Fund Investor Class Shares 217 565 −17,09 681 −31,80
2025-08-14 13F Kent Lake PR LLC 1 697 036 13,14 6 262 40,09
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 700 0,00 3 0,00
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 4 980 −42,63 18 −28,00
2025-08-14 13F Raymond James Financial Inc 810 3
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 325 −1,81 1 0,00
2025-05-28 NP QCEQRX - Equity Index Account Class R1 10 000 0,00 30 −25,64
2025-08-05 13F Bank of New York Mellon Corp 49 752 21,44 184 50,00
2025-08-14 13F T. Rowe Price Investment Management, Inc. 5 258 802 −0,02 19 26,67
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10 142 50,19 37 85,00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2 164 2,61 7 −25,00
2025-08-14 13F Millennium Management Llc 46 720 77,57 172 120,51
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 1 617 0,00 5 0,00
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 10 034 −9,40 37 12,12
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 481 0,00 2 0,00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 47 4,44 0
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68 197 482,88 252 638,24
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 40 236 0,00 148 24,37
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 2 186 0,00 8 33,33
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1 749 0,00 6 20,00
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-08-06 13F True Wealth Design, LLC 20 −41,18 0
2025-08-14 13F Citadel Advisors Llc 96 336 −21,31 355 −2,47
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2 995 314,82 12 500,00
2025-08-08 13F Intech Investment Management Llc 10 167 −34,52 38 −19,57
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 986 0,00 7 40,00
2025-08-11 13F Vanguard Group Inc 1 120 082 8,17 4 133 33,97
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 5 286 43,17 20 72,73
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 9 068 −0,72 37 27,59
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 100 223 −2,24 410 22,82
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 52 185 20,69 163 −0,61
2025-08-12 13F Waddell & Associates, Llc 33 014 122
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 14 218 −5,11 52 18,18
2025-08-08 13F Geode Capital Management, Llc 554 880 3,01 2 048 27,54
2025-08-14 13F Jacobs Levy Equity Management, Inc 23 321 −58,12 86 −47,88
2025-08-08 13F/A Sterling Capital Management LLC 536 131,03 2
2025-08-07 13F Los Angeles Capital Management Llc 29 750 110
2025-08-12 13F Accordant Advisory Group Inc 100 000 0,00 369 23,83
2025-08-14 13F Jane Street Group, Llc 18 323 −60,87 68 −51,80
2025-08-14 13F Royal Bank Of Canada 2 441 92,05 9 125,00
2025-08-14 13F Bank Of America Corp /de/ 15 535 8,58 57 35,71
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 776 0,00 3 0,00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 103 7,29 0
2025-05-28 NP TLSTX - Stock Index Fund 200 0,00 1
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 20 735 0,00 65 −17,95
2025-08-12 13F Rhumbline Advisers 29 032 −0,26 107 24,42
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6 601 0,00 24 26,32
2025-08-12 13F Ameritas Investment Partners, Inc. 1 437 0,00 5 25,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 25 370 0,00 94 24,00
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 2 921 0,00 9 −18,18
2025-08-04 13F Amalgamated Bank 631 0,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 19 −13,64 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 1 322 0,00 5 33,33
2025-08-13 13F Renaissance Technologies Llc 148 300 −8,23 547 13,72
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7 054 0,00 26 23,81
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 485 0,00 2 0,00
2025-08-08 13F Pnc Financial Services Group, Inc. 5 0
2025-08-14 13F Fmr Llc 1 661 1 207,87 6
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 1 200 0,00 4 33,33
2025-06-10 13F/A Militia Capital Partners, LP 0 −100,00 0 −100,00
2025-08-14 13F Aqr Capital Management Llc 17 400 64
2025-08-14 13F California State Teachers Retirement System 1 379 0,00 5 25,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5 223 0,00 19 26,67
2025-08-12 13F Legal & General Group Plc 1 797 −21,90 7 0,00
2025-08-15 13F Morgan Stanley 28 842 −5,58 106 16,48
2025-07-22 13F Gsa Capital Partners Llp 37 347 0
2025-08-14 13F Susquehanna International Group, Llp 27 753 −34,11 102 −18,40
2025-08-12 13F Nuveen, LLC 43 237 −19,09 160 0,00
2025-08-12 13F Jpmorgan Chase & Co 12 688 −56,57 47 −47,13
2025-08-12 13F Charles Schwab Investment Management Inc 164 706 0,23 608 24,13
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 944 0,00 3 50,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 953 0,00 4 50,00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 395 −28,24 6 −16,67
2025-03-26 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 0 −100,00 0 −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 4 628 57,20 14 27,27
2025-07-28 NP HDG - ProShares Hedge Replication ETF 25 13,64 0
2025-08-14 13F Goldman Sachs Group Inc 21 026 −77,83 78 −72,70
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 11 220 −4,00 41 20,59
2025-08-14 13F Welch Capital Partners Llc/ny 448 775 22,65 2 0,00
2025-08-13 13F Northern Trust Corp 291 874 −7,02 1 077 15,19
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 111 053 −15,99 410 4,07
2025-08-12 13F Deutsche Bank Ag\ 11 096 0,00 41 21,21
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11 790 4,97 37 −14,29
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2 302 −95,45 8 −94,67
2025-08-14 13F Alliancebernstein L.p. 38 300 5,51 141 30,56
2025-08-15 13F Tower Research Capital LLC (TRC) 8 590 129,25 32 181,82
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-05 13F Cambiar Investors Llc 229 987 −0,04 849 23,80
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 316 0,00 1
2025-07-31 13F Nisa Investment Advisors, Llc 1 456 −9,79 5 25,00
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 347 0,00 1 0,00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 71 2,90 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 50 0,00 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 78 796 −4,43 322 20,60
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 28 0,00 0
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 684 0,00 52 24,39
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17 679 0,00 65 25,00
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104 972 −4,49 387 18,35
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 10 412 11,81 38 40,74
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 191 029 −0,15 598 −17,88
2025-08-13 13F Russell Investments Group, Ltd. 2 054 734,96 8
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 771 −0,64 2 −33,33
2025-08-13 13F New York State Common Retirement Fund 8 066 0,00 0
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 687 0,00 2 0,00
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 94 419 8,93 386 37,37
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 356 −36,54 1 −50,00
2025-07-25 13F Cwm, Llc 1 429 155,64 0
2025-08-04 13F Strs Ohio 62 500 0,00 231 23,66
2025-05-28 NP VISGX - Vanguard Small-Cap Growth 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 0 −100,00 0 −100,00
2025-08-07 13F Hughes Financial Services, LLC 0 −100,00 0
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 384 291 −0,28 12 488 23,48
2025-08-13 13F EverSource Wealth Advisors, LLC 38 216,67 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 8 782 32
2025-08-14 13F UBS Group AG 8 209 3,83 30 30,43
2025-08-07 13F Allworth Financial LP 8 0
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 5 532 −1,50 23 22,22
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0 −100,00
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 978 0,00 3 0,00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1 408 0,00 5 25,00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 194 −30,22 1 −100,00
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 630 750 0,00 2 327 23,84
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 269 545 6,41 995 31,83
2025-08-26 NP Profunds - Profund Vp Small-cap 46 6,98 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 473 0,00 2 0,00
2025-08-14 13F Hrt Financial Lp 21 021 −67,82 0
2025-08-14 13F Coliseum Capital Management, LLC 3 905 490 −0,24 14 411 23,53
2025-08-14 13F State Street Corp 342 323 −0,28 1 263 23,46
2025-08-14 13F/A Barclays Plc 35 201 79,66 0
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 898 −18,68 8 0,00
2025-07-24 13F IFP Advisors, Inc 0 −100,00 0
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 793 0,00 7 40,00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 10 860 −46,00 40 −32,20
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5 900 18,00 22 50,00
2025-08-12 13F BlackRock, Inc. 1 243 544 −1,26 4 589 22,28
2025-08-12 13F Winnow Wealth Llc 100 000 369
2025-08-14 13F Topline Capital Management, LLC 43 378 −38,16 160 −23,44
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 38 361 0,00 157 25,81
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3 900 0,00 16 25,00
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