RSVR - Reservoir Media, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqGM)

Reservoir Media, Inc.
US ˙ NasdaqGM ˙ US76119X1054

Grundläggande statistik
Institutionella ägare 177 total, 176 long only, 1 short only, 0 long/short - change of −1,66% MRQ
Genomsnittlig portföljallokering 0.3915 % - change of 4,32% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 32 725 845 - 49,92% (ex 13D/G) - change of 1,19MM shares 3,78% MRQ
Institutionellt värde (lång) $ 249 129 USD ($1000)
Institutionellt ägande och aktieägare

Reservoir Media, Inc. (US:RSVR) har 177 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,725,845 aktier. Största aktieägare inkluderar Richmond Hill Investments, LLC, Irenic Capital Management LP, Federated Hermes, Inc., Nantahala Capital Management, LLC, BlackRock, Inc., Dimensional Fund Advisors Lp, AWM Investment Company, Inc., Vanguard Group Inc, Geode Capital Management, Llc, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .

Reservoir Media, Inc. (NasdaqGM:RSVR) 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 10, 2025 is 7,80 / share. Previously, on September 11, 2024, the share price was 7,48 / share. This represents an increase of 4,28% over that period.

RSVR / Reservoir Media, 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.

RSVR / Reservoir Media, 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)
2024-09-30 13D/A Irenic Capital Management LP 4,736,307 5,299,066 11.88 8.10 10.96
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
(%)
2025-07-24 13F CWM Advisors, LLC 51 610 10,19 396 10,64
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 61 950 52,67 465 37,69
2025-08-12 13F Picton Mahoney Asset Management 0 −100,00 0
2025-08-14 13F Richmond Hill Investments, LLC 14 236 585 0,00 109 195 0,52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 7 050 6,02 54 8,00
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 28 672 0,00 215 −9,66
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 1 141 32,37 9 33,33
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-12 13F Deutsche Bank Ag\ 10 678 0,00 82 0,00
2025-08-14 13F Goldman Sachs Group Inc 100 742 11,93 773 12,54
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 492 0,00 4 0,00
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 39 547 10,70 303 11,40
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 3 463 27
2025-08-13 13F Gabelli Funds Llc 23 000 3,14 176 3,53
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1 787 0,00 14 0,00
2025-08-14 13F UBS Group AG 13 938 −1,14 107 −0,93
2025-08-13 13F Hsbc Holdings Plc 54 205 59,01 409 65,59
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 334 −2,05 3 0,00
2025-08-14 13F Mill Road Capital Management LLC 23 099 177
2025-08-29 NP Gabelli Multimedia Trust Inc. 16 000 0,00 123 0,00
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 25 520 0,00 191 −9,91
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 10 199 −15,99 78 −15,22
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3 490 0,00 27 0,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 9 750 21,51 75 21,31
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 22 437 0,00 172 0,58
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 96 404 8,73 752 8,21
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 105 000 53,78 788 38,80
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7 941 0,00 61 0,00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 4 100 0,00 32 −3,12
2025-08-08 13F Geode Capital Management, Llc 641 418 2,79 4 921 3,32
2025-07-30 13F Sanders Morris Harris Llc 507 250 −16,16 3 891 −15,73
2025-08-14 13F Susquehanna International Group, Llp 25 161 5,29 193 5,49
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
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 188 313 −2,29 1 412 −11,81
2025-08-13 13F Russell Investments Group, Ltd. 433 047 13,72 3 321 14,32
2025-04-10 13F Cooper Investors Pty Ltd 0 −100,00 0 −100,00
2025-08-14 13F Fmr Llc 507 −10,11 4 −25,00
2025-08-14 13F Hrt Financial Lp 34 649 18,40 0
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 46 402 12,96 362 12,46
2025-07-14 13F GAMMA Investing LLC 82 0,00 1
2025-08-06 13F True Wealth Design, LLC 5 25,00 0
2025-08-15 13F Morgan Stanley 94 567 19,03 725 19,64
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1 724 0,00 13 −14,29
2025-08-12 13F Ameritas Investment Partners, Inc. 1 534 0,00 12 0,00
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-11 13F Integrated Quantitative Investments LLC 33 600 0,00 258 0,39
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 697 0,00 5 0,00
2025-08-14 13F Citadel Advisors Llc Put 78 600 603
2025-08-05 13F Bank of New York Mellon Corp 45 825 16,83 351 17,39
2025-08-11 13F Vanguard Group Inc 685 789 1,50 5 260 2,04
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 942 −18,78 15 −16,67
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3 126 0,00 24 0,00
2025-08-14 13F Nantahala Capital Management, LLC 1 442 136 0,00 11 061 0,53
2025-08-14 13F/A Barclays Plc 114 743 35,15 1
2025-08-11 13F Citigroup Inc 7 105 −48,22 54 −48,08
2025-08-12 13F Legal & General Group Plc 1 743 0,00 13 0,00
2025-07-28 NP VCSLX - Small Cap Index Fund 11 771 58,28 92 56,90
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 76 460 34,69 573 21,66
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 29 149 6,23 219 −4,39
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 4 058 9,82 30 0,00
2025-08-14 13F Hurley Capital, LLC 144 104 0,00 1 105 0,55
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 24 457 0,00 183 −9,85
2025-08-11 13F Covestor Ltd 271 14,83 0
2025-08-01 13F First Pacific Advisors, LP 329 066 4 906,33 2 524 4 946,00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 71 1,43 1
2025-08-12 13F Jpmorgan Chase & Co 38 934 −29,57 299 −29,22
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 1 646 0,00 12 −7,69
2025-08-14 13F Alliancebernstein L.p. 14 380 18,06 110 19,57
2025-08-12 13F/A Boston Partners 100 314 4,66 769 5,20
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 4 894 46,44 37 33,33
2025-08-05 13F Simplex Trading, Llc 4 223 0
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 1 588 0,00 12 −15,38
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 155 815 −4,48 1 195 −3,94
2025-08-05 13F Corton Capital Inc. 0 −100,00 0
2025-08-12 13F Nuveen, LLC 37 213 28,10 285 28,96
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 0,00 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 17 174 0,00 129 −9,86
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7 003 101,12 54 103,85
2025-08-26 NP Profunds - Profund Vp Small-cap 47 6,82 0
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 12 423 −0,74 97 −2,04
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 7 519 0,00 56 −9,68
2025-08-14 13F State Street Corp 390 900 1,53 2 998 2,08
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 32 658 0,00 250 0,40
2025-08-15 13F Tower Research Capital LLC (TRC) 7 504 373,14 58 375,00
2025-08-13 13F Invesco Ltd. 51 497 −0,20 395 0,25
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 816 0,00 6 0,00
2025-08-29 NP GGMMX - Gabelli Global Mini Mites Fund CLASS I 7 000 11,11 54 10,42
2025-07-23 NP WSCVX - North Star Small Cap Value Fund Investor Class 39 000 304
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 104 5,05 1
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 700 0,00 5 0,00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 3 170 0,00 24 −11,54
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 35 697 0,00 278 −0,36
2025-07-31 13F Nisa Investment Advisors, Llc 73 1
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 965 0,00 23 0,00
2025-07-22 13F Gsa Capital Partners Llp 55 414 −0,15 0
2025-05-15 13F 272 Capital LP 0 −100,00 0 −100,00
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 173 −0,57 1 0,00
2025-05-15 13F Citadel Advisors Llc Call 0 −100,00 0 −100,00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 4 645 −32,57 36 −32,69
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 17 019 0,00 128 −9,93
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1 405 1,08 11 −9,09
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 188 742 −0,42 1 472 −0,81
2025-08-13 13F MetLife Investment Management, LLC 12 806 0,00 98 1,03
2025-08-14 13F Weiss Asset Management LP 96 074 0,00 737 0,41
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5 058 0,00 39 0,00
2025-08-14 13F Sunbelt Securities, Inc. 0 −100,00 0
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 19 327 4,65 148 5,71
2025-07-28 NP HDG - ProShares Hedge Replication ETF 26 13,04 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 480 0,00 4 0,00
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 178 0,00 1 0,00
2025-08-12 13F Rhumbline Advisers 29 704 0,74 228 1,34
2025-08-27 13F/A Squarepoint Ops LLC 43 107 51,45 331 52,07
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 1 904 14
2025-05-15 13F Lazard Asset Management Llc 0 −100,00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 167 234 0,00 1 283 0,55
2025-08-14 13F California State Teachers Retirement System 1 411 0,00 11 0,00
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 3 267 0,00 25 −11,11
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 60 086 −2,64 469 −3,11
2025-07-14 13F E&G Advisors, LP 25 000 −3,85 192 −3,54
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4 443 0,00 34 3,03
2025-08-13 13F Federated Hermes, Inc. 1 994 611 0,00 15 299 0,53
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 45 653 3,11 350 3,86
2025-08-08 13F/A Sterling Capital Management LLC 516 57,80 4 50,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 29 3,57 0
2025-08-14 13F Wells Fargo & Company/mn 12 860 −8,83 99 −8,41
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1 432 0,00 11 0,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 894 0,00 22 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2 732 0,00 21 0,00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 20 0,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F North Star Investment Management Corp. 39 000 0,00 299 0,67
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 061 0,00 8 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4 180 9,71 32 10,34
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 7 804 0,00 59 −9,37
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 199 −29,93 1 −50,00
2025-08-08 13F Larson Financial Group LLC 93 0,00 1
2025-08-14 13F Price T Rowe Associates Inc /md/ 10 121 0
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 341 0,00 3 0,00
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 1 872 28,40 14 27,27
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7 562 0,00 58 1,75
2025-08-12 13F Meridian Wealth Advisors, LLC 14 974 0,00 115 0,00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4 396 34
2025-08-13 13F Northern Trust Corp 198 060 −1,04 1 519 −0,52
2025-08-13 13F New York State Common Retirement Fund 7 368 0,00 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11 790 4,97 88 −5,38
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 14 527 0,00 109 −10,00
2025-08-08 13F Intech Investment Management Llc 12 561 9,41 96 10,34
2025-08-14 13F Two Sigma Advisers, Lp 0 −100,00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4 458 0,00 34 0,00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 16 0,00 0
2025-08-12 13F BlackRock, Inc. 1 323 773 8,01 10 153 8,58
2025-08-12 13F Charles Schwab Investment Management Inc 66 800 11,23 512 11,79
2025-08-14 13F Raymond James Financial Inc 400 3
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 2 375 0,00 18 0,00
2025-07-25 13F Cwm, Llc 224 126,26 0
2025-08-12 13F Dimensional Fund Advisors Lp 975 220 147,65 7 480 149,05
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 486 052 −1,16 3 728 −0,61
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 1 932 0,00 14 −12,50
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4 160 76,27 32 72,22
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 15 338 6,74 118 0,86
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 136 649 82,48 1 025 64,63
2025-08-14 13F Irenic Capital Management LP 5 492 310 1,94 42 126 2,47
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 19 220 31,31 144 19,01
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1 940 0,00 15 −12,50
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 9 707 74
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 1 745 0,00 14 0,00
2025-08-14 13F Repertoire Partners LP 0 −100,00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 422 −28,58 11 −26,67
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 8 228 0,00 63 1,61
2025-08-13 13F Renaissance Technologies Llc 12 600 1,61 97 2,13
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 545 886 −0,17 4 187 0,34
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 1 026 −1,72 8 0,00
2025-08-14 13F Royal Bank Of Canada 19 142 29,95 146 29,20
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 16 470 37,25 126 38,46
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 6 400 0,00 49 2,08
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 4 568 35
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 48 4,35 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 15 300 11,68 117 12,50
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1 534 0,00 12 0,00
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 7 410 0,00 56 −9,84
2025-08-14 13F AWM Investment Company, Inc. 847 558 6,27 6 501 6,82
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 19 −13,64 0
2025-08-14 13F Bank Of America Corp /de/ 42 356 31,39 325 32,24
2025-08-04 13F Amalgamated Bank 710 0,00 0
2025-06-24 NP FKASX - Federated Kaufmann Small Cap Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 494 611 0,00 3 710 −9,76
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 48 007 −2,87 360 −12,20
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 48 607 6,55 379 6,16
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 11 220 −4,00 86 −3,37
2025-08-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-08-26 NP TLSTX - Stock Index Fund 378 0,00 3 0,00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2 212 2,50 17 −5,88
Other Listings
DE:0RL0 2,74 €
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