PSIX - Power Solutions International, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqCM)

Power Solutions International, Inc.
US ˙ NasdaqCM ˙ US73933G2021

Grundläggande statistik
Institutionella ägare 193 total, 193 long only, 0 short only, 0 long/short - change of 150,65% MRQ
Genomsnittlig portföljallokering 0.1042 % - change of −41,56% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 4 011 650 - 17,42% (ex 13D/G) - change of 0,63MM shares 18,65% MRQ
Institutionellt värde (lång) $ 242 036 USD ($1000)
Institutionellt ägande och aktieägare

Power Solutions International, Inc. (US:PSIX) har 193 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 4,011,650 aktier. Största aktieägare inkluderar BlackRock, Inc., Vanguard Group Inc, Gagnon Securities Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, FSAKX - Strategic Advisers U.S. Total Stock Fund, Gagnon Advisors, LLC, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, Two Sigma Investments, Lp, and Wells Fargo & Company/mn .

Power Solutions International, Inc. (NasdaqCM:PSIX) 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 18, 2025 is 106,20 / share. Previously, on December 26, 2024, the share price was 29,49 / share. This represents an increase of 260,12% over that period.

PSIX / Power Solutions International, Inc. Institutional Ownership
Fondsentimentets poäng

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

Uppdateringsfrekvens: Dagligen

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

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Institutionell sälj/köp-kvot

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

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

PSIX / Power Solutions International, Inc. Historical Put/Call Ratio
13D/G-Arkiveringar

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

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

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2025-08-28 13D/A Weichai America Corp. 10,948,835 10,716,152 -2.13 46.50 -2.11
2025-08-07 13D/A Winemaster Gary S 2,184,790 1,930,663 -11.63 8.40 -11.58
2025-02-14 13G/A Gagnon Neil 2,483,826 1,141,254 -54.05 5.00 -53.70
2025-01-23 13G/A GAGNON SECURITIES LLC 972,006 1,678,849 72.72 7.30 -17.98
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
(%)
2025-08-28 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 161 603 10 452
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2 379 154
2025-09-04 13F/A Advisor Group Holdings, Inc. 44 759 102,33 2 895 417,71
2025-07-25 13F Astoria Portfolio Advisors LLC. 6 388 572
2025-07-23 13F Gagnon Advisors, LLC 180 405 −44,23 11 669 42,69
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0 −100,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2 756 178
2025-07-15 13F SJS Investment Consulting Inc. 82 5
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3 700 239
2025-08-12 13F Legal & General Group Plc 5 585 361
2025-08-14 13F Bank Of America Corp /de/ 3 869 −15,80 250 115,52
2025-08-04 13F Spire Wealth Management 4 511 −24,62 292 92,72
2025-08-13 13F MetLife Investment Management, LLC 3 941 255
2025-08-13 13F Northern Trust Corp 47 829 329,61 3 094 1 000,71
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1 371 89
2025-07-31 13F Caitong International Asset Management Co., Ltd 11 1
2025-08-14 13F Great Valley Advisor Group, Inc. 3 237 209
2025-07-15 13F World Equity Group, Inc. 14 252 51,70 922 288,61
2025-08-07 13F Acadian Asset Management Llc 10 214 128,55 1
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 52 779 3 414
2025-08-12 13F/A Cozad Asset Management Inc 5 131 332
2025-08-12 13F Ameritas Investment Partners, Inc. 669 43
2025-07-24 13F Us Bancorp \de\ 2 0,00 0
2025-08-14 13F Jane Street Group, Llc 3 105 201
2025-08-14 13F Wells Fargo & Company/mn 105 496 423,68 6 823 1 240,47
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1 748 113
2025-08-08 13F/A Sterling Capital Management LLC 29 2
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1 002 65
2025-08-13 13F Jones Financial Companies Lllp 255 −7,27 17 142,86
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 984 64
2025-08-07 13F Allworth Financial LP 30 2
2025-08-26 NP Profunds - Profund Vp Small-cap 15 1
2025-08-12 13F Global Retirement Partners, LLC 574 37
2025-08-14 13F Two Sigma Advisers, Lp 44 800 115,38 2 898 451,81
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 91 6
2025-08-14 13F Gotham Asset Management, LLC 18 255 1 181
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 3 000 76
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 3 500 148
2025-08-06 13F Stone House Investment Management, LLC 65 0,00 4 300,00
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 28 895 1 224
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2 538 164
2025-08-05 13F Huntington National Bank 1 0,00 0
2025-08-08 13F Cetera Investment Advisers 21 978 7,72 1 422 175,92
2025-08-14 13F Price T Rowe Associates Inc /md/ 3 279 0
2025-08-13 13F Russell Investments Group, Ltd. 14 121 913
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 827 53
2025-08-14 13F Raymond James Financial Inc 67 914 174,63 4 393 602,72
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 5 779 −5,57 374 142,21
2025-08-11 13F Vanguard Group Inc 361 638 31,65 23 391 236,84
2025-08-13 13F Corsair Capital Management, L.p. 25 635 −30,28 1 658 78,47
2025-07-28 13F Mutual Advisors, LLC 3 612 327
2025-08-12 13F EAM Investors, LLC 46 430 3 003
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F/A Perritt Capital Management Inc 14 420 −3,87 933 145,91
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5 100 330
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 237 15
2025-08-04 13F Creative Financial Designs Inc /adv 1 980 890,00 128 2 460,00
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 4 600 298
2025-07-08 13F Rise Advisors, LLC 18 1
2025-08-15 13F Morgan Stanley 51 408 177,76 3 325 611,99
2025-08-08 13F Larson Financial Group LLC 26 −35,00 2 0,00
2025-06-03 NP PRCGX - Perritt MicroCap Opportunities Fund Investor Class 15 000 0,00 378 −40,38
2025-08-12 13F O'shaughnessy Asset Management, Llc 78 991 −1,96 5 109 150,93
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 165 304
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1 270 82
2025-08-12 13F Rhumbline Advisers 9 435 610
2025-08-14 13F Two Sigma Investments, Lp 110 072 102,86 7 119 419,26
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 82 682 0,47 5 348 157,07
2025-08-12 13F Dimensional Fund Advisors Lp 9 648 6,37 624 172,49
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 273 18
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0
2025-08-14 13F Mml Investors Services, Llc 30 033 42,46 2
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 669 43
2025-08-14 13F CoreCap Advisors, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 506 967 422,93 32 791 1 238,37
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 572 54
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 33 2
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 9 839 417
2025-08-14 13F Manatuck Hill Partners, LLC 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 64 0
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 073 263
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 800 76
2025-08-13 13F New York State Common Retirement Fund 2 100 0
2025-08-08 13F Intech Investment Management Llc 3 345 216
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1 416 92
2025-08-07 13F Hughes Financial Services, LLC 24 2
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 188 12
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 572 14
2025-07-11 13F Farther Finance Advisors, LLC 1 651 88,04 107 381,82
2025-08-19 13F State of Wyoming 4 312 279
2025-08-14 13F Manufacturers Life Insurance Company, The 3 305 214
2025-08-07 13F S Squared Technology, LLC 39 574 −75,73 2 560 −37,90
2025-04-25 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 213 729 25,69 7 132 36,39
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 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 13 320 0,00 564 27,03
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 4 072 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 0
2025-08-14 13F Sei Investments Co 5 396 349
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 4 698 304
2025-08-05 13F Aviance Capital Partners, LLC 3 760 243
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-11 13F EntryPoint Capital, LLC 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 23 801 9,26 2
2025-08-12 13F Charles Schwab Investment Management Inc 47 510 53,53 3 073 292,84
2025-08-13 13F Portolan Capital Management, LLC 0 −100,00 0
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 573 54
2025-08-08 13F Vestcor Inc 6 741 492,88 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 1 898 48
2025-08-14 13F Fmr Llc 1 403 91
2025-08-14 13F Verition Fund Management LLC 18 373 1 188
2025-08-14 13F Millennium Management Llc 40 863 −29,79 2 643 79,67
2025-07-28 13F Ritholtz Wealth Management 40 873 2,55 2 644 162,46
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 200 13
2025-07-23 13F Gagnon Securities Llc 341 611 −34,97 22 095 66,39
2025-08-11 13F Principal Securities, Inc. 0 −100,00 0
2025-08-08 13F D'Orazio & Associates, Inc. 4 868 315
2025-05-15 13F MAI Capital Management 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 172 11
2025-08-07 13F Navellier & Associates Inc 43 603 9,93 2 820 155,67
2025-08-13 13F Arrowstreet Capital, Limited Partnership 73 202 4 735
2025-08-14 13F California State Teachers Retirement System 409 26
2025-08-14 13F Goldman Sachs Group Inc 62 131 151,37 4 019 543,91
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 7 453 316
2025-08-13 13F Renaissance Technologies Llc 56 396 3 648
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1 240 80
2025-08-04 13F MeadowBrook Investment Advisors LLC 820 53
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 100 6
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Quantbot Technologies LP 3 727 241
2025-08-14 13F Man Group plc 0 −100,00 0
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 2 271 57
2025-08-08 13F Avantax Advisory Services, Inc. 5 253 340
2025-08-14 13F Lazard Asset Management Llc 45 902 3
2025-08-12 13F Entropy Technologies, LP 3 500 226
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-12 13F Clear Street Markets Llc 1 045 68
2025-08-07 13F Rathbone Brothers plc 3 695 239
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 203 13
2025-08-12 13F Change Path, LLC 6 548 424
2025-07-30 13F D.a. Davidson & Co. 11 680 15,07 755 194,92
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 24 555 1 040
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3 590 232
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-08-14 13F Arete Wealth Advisors, LLC 4 745 0
2025-08-14 13F Royal Bank Of Canada 3 676 57,36 238 303,39
2025-08-18 13F/A National Bank Of Canada /fi/ 798 52
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 615 40
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 568 37
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 14 711 952
2025-07-16 13F Kathmere Capital Management, LLC 3 499 226
2025-08-14 13F GWM Advisors LLC 257 −64,55 17 −11,11
2025-07-30 13F Bogart Wealth, LLC 40 3
2025-08-14 13F DRW Securities, LLC 3 960 256
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 11 355 734
2025-08-08 13F Creative Planning 10 623 687
2025-08-04 13F Amalgamated Bank 224 0
2025-08-06 13F Commonwealth Equity Services, Llc 12 107 1
2025-07-09 13F Bay Rivers Group 3 600 233
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2 317 150
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 7 567 489
2025-07-08 13F GK Wealth Management LLC 5 085 329
2025-08-05 13F Bank of New York Mellon Corp 13 561 877
2025-08-14 13F Susquehanna International Group, Llp 8 186 −92,38 529 −80,52
2025-08-12 13F LPL Financial LLC 45 907 119,65 2 969 462,31
2025-08-14 13F State Street Corp 78 320 547,27 5 066 1 560,66
2025-08-19 13F Advisory Services Network, LLC 3 552 333
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 977 63
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 23 1
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 335 8
2025-05-12 13F Evernest Financial Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Alliancebernstein L.p. 4 500 291
2025-08-14 13F Valiant Capital Management, L.P. 60 505 38,76 3 913 255,08
2025-08-12 13F Virtu Financial LLC 5 316 −64,24 0
2025-08-12 13F Deutsche Bank Ag\ 4 219 273
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 0 −100,00 0 −100,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1 240 80
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 3 060 0,00 198 155,84
2025-07-23 13F Clear Creek Financial Management, LLC 12 811 829
2025-08-13 13F Jump Financial, LLC 16 900 1 093
2025-08-14 13F/A Barclays Plc 13 184 1
2025-08-20 13F/A Thompson Davis & Co., Inc. 20 550 1 329
2025-07-15 13F Fortitude Family Office, LLC 12 1
2025-08-14 13F Citadel Advisors Llc 74 546 −29,52 4 822 80,36
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 0 −100,00 0 −100,00
2025-08-13 13F Invesco Ltd. 3 968 257
2025-08-26 NP TLSTX - Stock Index Fund 86 6
2025-08-12 13F Jpmorgan Chase & Co 3 097 36,07 200 250,88
2025-08-13 13F Northwestern Mutual Wealth Management Co 7 950 −0,09 514 155,72
2025-08-04 13F Strs Ohio 1 000 65
2025-08-12 13F Nuveen, LLC 14 328 927
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 1 346 87
2025-07-23 13F West Paces Advisors Inc. 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-13 13F OMERS ADMINISTRATION Corp 11 800 34,09 763 243,69
2025-08-11 13F Rothschild Investment Llc 10 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3 029 196
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 464 30
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 9 1
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 15 1
2025-08-11 13F Citigroup Inc 2 984 145,19 193 543,33
2025-08-05 13F Burney Co/ 39 138 15,49 2 531 195,68
2025-06-26 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 2 037 51
2025-07-16 13F Perigon Wealth Management, LLC 4 979 322
2025-08-15 13F Tower Research Capital LLC (TRC) 227 −76,08 15 −39,13
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 1 620 41
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 250 200 38,92 16 183 255,49
2025-08-11 13F Independent Advisor Alliance 54 545 27,03 3 528 225,07
2025-07-17 13F Wolff Wiese Magana Llc 400 26
2025-08-08 13F Geode Capital Management, Llc 154 383 102,21 9 987 417,46
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