US67079K1007 - NuScale Power Corporation Class A Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 175 total, 168 long only, 7 short only, 0 long/short - change of 15,13% MRQ
Genomsnittlig portföljallokering 0.2063 % - change of 9,84% MRQ
Institutionella aktier (lång) 28 935 593 (ex 13D/G) - change of 3,11MM shares 12,05% MRQ
Institutionellt värde (lång) $ 944 867 USD ($1000)
Institutionellt ägande och aktieägare

NuScale Power Corporation Class A (US:US67079K1007) har 175 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 29,690,648 aktier. Största aktieägare inkluderar URA - Global X Uranium ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, NAESX - Vanguard Small-Cap Index Fund Investor Shares, VISVX - Vanguard Small-Cap Value Index Fund Investor Shares, VEXMX - Vanguard Extended Market Index Fund Investor Shares, NLR - VanEck Vectors Uranium+Nuclear Energy ETF, IWO - iShares Russell 2000 Growth ETF, FSSNX - Fidelity Small Cap Index Fund, and FSMAX - Fidelity Extended Market Index Fund .

NuScale Power Corporation Class A (US67079K1007) 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%.

US67079K1007 / NuScale Power Corporation Class A Institutional Ownership
AI+ Ask Fintel’s AI assistant about NuScale Power Corporation Class A.
Thinking of good questions…
13F- och NPORT-arkiveringar

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

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-26 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 11 880 56,69 470 338,32
2025-08-28 NP SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 54 644 8,33 2 162 202,66
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 531 −6,68 21 162,50
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 375 15
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund Short −3 966 −35,80 −157 79,31
2025-08-28 NP SBQAX - AmericaFirst Large Cap Share Buyback Fund Class A 1 100 44
2025-05-29 NP HSAFX - Hussman Strategic Allocation Fund 2 000 0,00 28 −20,00
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 0 −100,00 0 −100,00
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 6 729 0,00 111 −30,62
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 53 617 22,93 888 −14,53
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 3 487 −4,05 138 168,63
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 387 0,00 15 200,00
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 593 813 20,29 18 996 123,88
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 297 42,11 12 450,00
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 1 500 0,00 59 180,95
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 15 121 34,64 598 276,10
2025-08-28 NP QCSTRX - Stock Account Class R1 114 370 10 354,30 4 524 64 528,57
2025-07-29 NP VINAX - Vanguard Industrials Index Fund Admiral 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 107 570 15,30 3 441 114,66
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 45 714 43,30 1 808 300,89
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 47 690 −26,63 790 −49,00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12 946 46,07 512 309,60
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 2 741 92,76 108 440,00
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 85 723 51,35 3 391 323,35
2025-07-28 NP URTY - ProShares UltraPro Russell2000 6 610 −23,66 211 42,57
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 63 246 0,00 1 048 −30,52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 19 405 39,72 768 291,33
2025-05-29 NP HSGFX - Hussman Strategic Growth Fund 40 000 0,00 566 −21,06
2025-06-27 NP URA - Global X Uranium ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 5 658 110 7,74 93 755 −25,11
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 1 876 577 35,04 74 237 277,30
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 12 800 0,00 409 85,91
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short −20 650 −342
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 88 −5,38 1 −50,00
2025-07-28 NP VCSLX - Small Cap Index Fund 38 442 18,79 1 230 121,04
2025-07-29 NP NUKZ - Range Nuclear Renaissance Index ETF 255 108 −53,19 8 161 −12,89
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 4 363 −13,36 72 −40,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2 428 30,40 96 269,23
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 3 965 −3,25 127 80,00
2025-08-20 NP WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares This fund is a listed as child fund of Wasatch Advisors 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 Short −8 512 −337
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1 034 41
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 111 418 0,17 1 846 −30,37
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 13 000 514
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 154 086 29,13 4 929 140,32
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 3 373 −58,93 133 14,66
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 224 487 9,19 3 720 −24,12
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust 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 8 863 147
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 2 300 91
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 11 124 42,91 559 335,94
2025-08-27 NP Nuveen S&p 500 Dynamic Overwrite Fund This fund is a listed as child fund of Nuveen Asset Management, 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 728 0,00 29 180,00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 39 890 34,16 1 578 274,82
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF 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 2 294 2,82 91 190,32
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 25 867 43,35 1 023 301,18
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 139 670 33,62 5 525 273,31
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 17 320 25,02 287 −13,33
2025-03-31 NP ULTY - YieldMax Ultra Option Income Strategy ETF 0 −100,00 0 −100,00
2025-08-26 NP TLSTX - Stock Index Fund 1 795 24,65 71 255,00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 8 902 48,24 352 314,12
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 21 004 831
2025-05-28 NP QCEQRX - Equity Index Account Class R1 16 026 0,00 227 −21,25
2025-08-26 NP FPX - First Trust US Equity Opportunities ETF This fund is a listed as child fund of First Trust 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 83 087 3 287
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF 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 71 569 −1,04 2 289 84,15
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3 713 147
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 79 101 1,89 2 530 89,66
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 4 910 −4,06 194 169,44
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3 887 0,00 154 178,18
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market 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 142 425 11,75 5 634 212,31
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 39 037 51,55 647 5,21
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 767 30,66 30 275,00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 43 400 4,83 1 388 95,22
2025-06-25 NP FIDU - Fidelity MSCI Industrials Index ETF 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 24 825 23,75 411 −14,02
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 443 35,47 18 325,00
2025-04-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION 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 1 169 −62,69 20 −78,26
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 97 100 45,36 3 841 306,46
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 3 800 46,15 150 316,67
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 3 063 −5,64 121 168,89
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 0 −100,00 0 −100,00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 23 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 12 505 495
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 33 768 1 080
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 64 954 2 078
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust 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 72 456 1 201
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short −14 484 −67,48 −573 −9,21
2025-07-24 NP ESML - iShares ESG MSCI USA Small-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 44 167 10,39 1 413 105,53
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 39 900 11,14 1 578 210,63
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 44 528 1 762
2025-08-26 NP Profunds - Profund Vp Small-cap 290 42,16 11 450,00
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 15 418 0,00 255 −30,52
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short −656 313 110,88 −10 875 46,58
2025-06-30 NP ZAP - Global X U.S. Electrification ETF 6 916 7,39 115 −25,49
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 925 −25,10 15 −48,28
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 46 150 55,65 1 826 335,56
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 178 41,27 7 600,00
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4 478 81,30 225 460,00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 119 19,00 4 200,00
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 3 445 87,94 136 444,00
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 11 785 6,05 167 −16,58
2025-06-27 NP RSSL - Global X Russell 2000 ETF 54 844 13,69 909 −21,04
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 127 38,67 1 231 288,33
2025-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 0 −100,00 0 −100,00
2025-06-25 NP ISCB - iShares Morningstar Small-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 5 398 42,35 89 −1,11
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 70 820 59,07 2 802 344,60
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10 272 9,43 170 −23,77
2025-08-21 NP NLR - VanEck Vectors Uranium+Nuclear Energy ETF 1 689 783 −41,34 66 848 63,89
2025-08-27 NP URAN - Themes Uranium & Nuclear ETF 9 816 −2,78 388 173,24
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 19 449 725,16 622 1 455,00
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 12 174 28,44 202 −10,67
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 30 803 110,19 1 219 488,41
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 73 041 34,09 2 890 274,71
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 915 223 9,43 15 165 −23,94
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7 484 0,00 124 −30,34
2025-04-24 NP AIWEX - World Energy Fund Institutional 45 000 −30,77 774 −59,89
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 42 912 189,14 1 698 708,10
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4 756 0,00 188 180,60
2025-08-27 NP NAESX - Vanguard Small-Cap 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 2 940 681 37,30 116 333 283,60
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust 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 71 578 1 186
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 177 17,22 6 150,00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 19 422 42,10 768 297,93
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 62 326 2 466
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 9 127 327,29 361 1 103,33
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 360 −6,01 14 180,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 995 30,56 79 271,43
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 5 121 0,00 85 −31,15
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 724 −35,76 29 86,67
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 66 701 33,10 2 134 147,74
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 5 139 −8,96 203 156,96
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 25 981 38,54 831 158,07
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 21 657 4,42 857 192,15
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 2 965 587 24,00 117 319 246,45
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 35 300 −58,62 1 396 15,66
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 566 22,29 540 −14,98
2025-08-21 NP NODE - Onchain Economy ETF 1 428 56
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 31 834 36,45 1 259 281,52
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4 239 168
2025-08-20 NP ADANX - AQR Diversified Arbitrage Fund Class N Short −37 168 −1 470
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 1 048 109 31,10 41 463 266,28
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 6 764 −0,18 216 86,21
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 201 081 20,95 6 433 125,13
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 22 497 41,94 890 296,88
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49 624 21,26 822 −15,69
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3 613 12,59 116 109,09
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 24 835 41,32 982 295,97
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 0 −100,00 0 −100,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5 740 26,46 227 254,69
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 454 571 17,41 14 542 118,50
2025-06-26 NP CCSO - Carbon Collective Climate Solutions U.S. Equity ETF 9 878 9,15 164 −24,19
2025-07-28 NP UWM - ProShares Ultra Russell2000 9 019 −13,25 289 61,80
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 6 061 194
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 9 067 2,43 150 −28,91
2025-08-28 NP NCGFX - New Covenant Growth Fund 3 629 0,00 144 180,39
2025-07-24 NP Tema ETF Trust - Tema Electrification ETF 0 −100,00 0 −100,00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5 915 189
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 39 930 −60,64 662 −72,66
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 647 42,20 26 316,67
2025-06-26 NP AMTAX - AB All Market Real Return Portfolio Class A 7 264 120
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 1 306 52
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 1 534 3,44 49 96,00
2025-06-26 NP ISCG - iShares Morningstar Small-Cap 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 30 639 42,64 508 −0,98
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust 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 2 099 0,24 67 91,43
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 207 126 43,46 8 194 300,83
2025-06-26 NP USMIX - Extended Market Index Fund 13 310 25,24 221 −13,04
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 18 726 41,36 741 295,72
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund Short −13 962 −552
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 61 112 41,36 2 418 294,93
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 1 858 838 10,80 73 536 209,54
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 830 33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 10 071 136,91 398 563,33
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 17 616 77,71 697 397,14
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 362 15,65 6 −28,57
2025-08-28 NP ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 2 292 91
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 15 700 621
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4 334 40,40 171 297,67
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 400 16
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4 056 −14,95 160 138,81
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 58 599 39,90 2 318 290,89
2025-06-24 NP QASGX - Federated MDT Small Cap Growth 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 0 −100,00 0 −100,00
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 9 893 316
2025-06-24 NP QASCX - Federated MDT Small Cap Core 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 0 −100,00 0 −100,00
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 1 284 9,74 18 −10,00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 34 41,67 1
2025-07-25 NP ILDR - First Trust Innovation Leaders ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 943 −9,27 638 68,97
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 24 205 41,16 958 295,45
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 502 14,09 8 −20,00
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 515 881 17,67 16 503 118,99
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 3 870 953 44,73 153 135 304,35
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