MX:SLVM / Sylvamo Corporation - Institutionellt ägande - Köpare

Sylvamo Corporation
MX ˙ BMV ˙ US8713321029
Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Sylvamo Corporation inkluderar Fourth Sail Capital LP, Capital Fund Management S.a., SIXS - 6 Meridian Small Cap Equity ETF, Caxton Associates Llp, HAPS - Harbor Corporate Culture Small Cap ETF, Envestnet Portfolio Solutions, Inc., JHSC - John Hancock Multifactor Small Cap ETF, Midwest Trust Co, Oxford Asset Management Llp, Freestone Grove Partners LP, EMC Capital Management, SVYAX - SIIT U.S. Managed Volatility Fund - Class A, WSML - iShares MSCI World Small-Cap ETF, HEJD - VictoryShares Hedged Equity Income ETF, QSML - WisdomTree U.S. SmallCap Quality Growth Fund, ABLS - Abacus FCF Small Cap Leaders ETF, Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF, Humankind Benefit Corp - Humankind US Stock ETF, Barrow Hanley Mewhinney & Strauss Llc, och MTM Investment Management, LLC .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1 762 114,09 88 60,00
2025-08-08 13F Geode Capital Management, Llc 985 834 0,71 49 396 −24,77
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 7 410 67,65 594 58,13
2025-08-08 13F/A Sterling Capital Management LLC 6 741 3,42 338 −22,88
2025-08-07 13F Vise Technologies, Inc. 8 534 1,03 428 −35,98
2025-08-14 13F UBS Group AG 137 126 59,96 6 870 19,50
2025-08-26 13F/A Thrivent Financial For Lutherans 25 153 0,41 1 0,00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 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 74 935 30,93 3 754 −2,19
2025-08-13 13F Capital Fund Management S.a. 16 535 828
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 8 890 445
2025-08-13 13F Quantbot Technologies LP 13 699 52,72 686 14,14
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 1 874 50,40 94 12,05
2025-08-14 13F Engineers Gate Manager LP 37 964 1 902
2025-06-20 NP ABLD - Donoghue Forlines Yield Enhanced Real Asset ETF 9 352 856,24 558 614,10
2025-08-14 13F DRW Securities, LLC 10 427 542
2025-08-11 13F EMC Capital Management 3 679 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2 396 3,86 120 −22,08
2025-08-14 13F Lazard Asset Management Llc 29 415 0,89 1 0,00
2025-08-08 13F Intech Investment Management Llc 26 758 47,51 1 341 10,20
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 16 943 17,78 1 010 −12,33
2025-03-17 NP ABFL - TrimTabs All Cap U.S. Free-Cash-Flow ETF 38 158 17,15 3 056 10,36
2025-07-10 13F Exchange Traded Concepts, Llc 20 480 38,81 1 026 3,74
2025-06-26 NP FSMD - Fidelity Small-Mid Factor 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 20 539 67,76 1 225 24,90
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5 053 12,16 268 −11,59
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 102 868 66,75 6 133 24,10
2025-08-14 13F Royal Bank Of Canada 30 935 35,37 1 549 1,11
2025-08-11 13F Royce & Associates Lp 437 761 13,64 21 932 −15,12
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 048 35,01 2 651 0,61
2025-08-18 13F Wolverine Trading, Llc Put 4 500 228
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 952 2,52 236 −23,70
2025-08-13 13F New York State Common Retirement Fund 20 502 17,81 1 0,00
2025-08-14 13F Canada Pension Plan Investment Board 300 000 15 030
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 8 812 25,96 441 −5,97
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 6 460 7,49 342 −19,91
2025-06-25 NP FAB - First Trust Multi Cap Value 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 1 766 16,41 105 −5,41
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 23 047 32,07 1 155 −1,37
2025-07-09 13F Bank of New Hampshire 27 1
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 38 838 0,18 2 316 −25,44
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 12 231 49,49 613 11,68
2025-08-15 13F CI Private Wealth, LLC 7 958 157,37 399 92,27
2025-08-12 13F Legal & General Group Plc 101 609 3,27 5 091 −22,87
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 5 712 0,28 303 −25,25
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 759 27,99 38 −2,56
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1 143 3,81 57 −21,92
2025-07-28 NP VCSLX - Small Cap Index Fund 15 271 14,93 809 −14,41
2025-08-29 NP STXK - Strive Small-Cap ETF 1 085 3,33 54 −22,86
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 12 485 11,51 744 −16,96
2025-04-28 NP DRAFX - Destinations Real Assets Fund Class I 7 774 14,00 553 −12,24
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 7 901 5,53 396 −21,31
2025-07-22 13F HFM Investment Advisors, LLC 2 100,00 0
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 14 058 27,68 704 −4,61
2025-08-14 13F Winton Capital Group Ltd 7 259 364
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 666 8,82 33 −19,51
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1 710 19,33 91 −10,89
2025-08-14 13F Gotham Asset Management, LLC 29 670 2,86 1 486 −23,16
2025-06-26 NP ACVF - American Conservative Values ETF 118 1,72 7 −22,22
2025-05-29 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 11 998 284,67 805 201,12
2025-08-08 13F Massachusetts Financial Services Co /ma/ 81 908 28,54 4 104 −3,98
2025-07-08 13F Gallacher Capital Management LLC 17 927 23,18 898 −7,99
2025-08-15 13F Tower Research Capital LLC (TRC) 3 526 339,65 177 232,08
2025-08-14 13F State Of Wisconsin Investment Board 59 837 130,35 2 998 72,04
2025-07-17 13F Wolff Wiese Magana Llc 1 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6 431 4,26 322 −22,03
2025-08-11 13F GW&K Investment Management, LLC 46 0
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 529 637 1,93 26 535 −23,86
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 0
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 318 16
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 6 200 19,23 311 −10,92
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1 611 188,19 81 81,82
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8 0
2025-08-07 13F Fourth Sail Capital LP 162 600 8 146
2025-08-14 13F Beaird Harris Wealth Management, LLC 8 0
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 6 100 24,49 323 −7,18
2025-07-21 13F Barrett & Company, Inc. 47 2,17 2 −33,33
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 30 594 33,43 1 824 −0,65
2025-07-30 NP BFOR - Barron's 400 ETF 5 540 19,42 293 −10,94
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 21 495 37,37 1 077 2,57
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12 105 2,65 606 −23,29
2025-08-11 13F Alps Advisors Inc 5 540 1,22 278 −24,52
2025-07-21 13F Ameritas Advisory Services, LLC 71 4
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2 231 9,04 112 −18,98
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 86 305 2,73 5 146 −23,54
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6 161 73,21 309 29,41
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 23 675 180,14 1 186 109,54
2025-08-08 13F TD Capital Management LLC 989 2,59 50 −23,44
2025-08-13 13F Alerus Financial Na 4 0
2025-08-28 NP SPTM - SPDR(R) Portfolio Total 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 6 355 1,76 318 −23,92
2025-05-15 13F Texas Permanent School Fund 20 912 1 247
2025-07-09 13F Harbor Capital Advisors, Inc. 10 160 0,93 1
2025-08-14 13F/A Skopos Labs, Inc. 322 445,76 16 433,33
2025-08-15 NP RYSEX - Royce Special Equity Fund Investment Class 276 000 7,81 13 828 −19,47
2025-08-14 13F California State Teachers Retirement System 39 193 22,61 1 964 −8,40
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 471 24
2025-08-14 13F Susquehanna International Group, Llp Put 13 500 159,62 676 94,25
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 90 074 22,97 4 771 −8,37
2025-08-26 NP WOOD - iShares Global Timber & Forestry 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 171 952 82,04 8 615 35,97
2025-08-14 13F Susquehanna International Group, Llp Call 19 600 51,94 982 13,41
2025-08-14 13F Bank Of America Corp /de/ 145 859 36,85 7 308 2,22
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 56 755 32,46 2 843 −1,04
2025-08-14 13F Two Sigma Investments, Lp 133 003 19,67 6 663 −10,61
2025-08-04 13F Strs Ohio 13 500 8,00 676 −19,33
2025-08-06 13F Stone House Investment Management, LLC 17 1
2025-06-25 NP FYT - First Trust Small Cap Value 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 9 587 5,12 572 −15,03
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6 800 61,90 341 21,00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 46 12,20 2 0,00
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 53 3
2025-08-11 13F WPG Advisers, LLC 129 4,03 6 −25,00
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 1 118 615 0,76 56 043 −24,73
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 100 290 10,43 5 025 −17,52
2025-08-26 NP Profunds - Profund Vp Small-cap 79 1,28 4 −40,00
2025-08-14 13F Smartleaf Asset Management LLC 686 15,49 35 −12,82
2025-08-14 13F Aster Capital Management (DIFC) Ltd 75 4
2025-08-14 13F Wasatch Advisors Inc 837 221 7,51 41 945 −19,70
2025-08-11 13F Principal Securities, Inc. 2 0
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 34 916 1,88 1 749 −23,89
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 25 153 0,41 1 260 −25,00
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 62 933 6,03 3 334 −21,00
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 471 28
2025-08-15 13F Caxton Associates Llp 10 600 531
2025-08-05 13F Core Alternative Capital 10 1
2025-08-08 13F SBI Securities Co., Ltd. 37 19,35 2 −50,00
2025-08-07 13F Allworth Financial LP 312 202,91 16 150,00
2025-08-12 13F Franklin Resources Inc 46 913 0,33 2 350 −25,06
2025-07-16 13F/A CX Institutional 29 278 38,54 1 0,00
2025-08-07 13F Midwest Trust Co 6 775 339
2025-08-13 13F EverSource Wealth Advisors, LLC 982 185,47 49 113,04
2025-08-14 13F D. E. Shaw & Co., Inc. 147 961 262,52 7 413 170,81
2025-08-12 13F Rhumbline Advisers 96 419 0,49 4 831 −24,94
2025-08-12 13F Dimensional Fund Advisors Lp 1 403 157 4,78 70 301 −21,73
2025-08-14 13F Ancora Advisors, LLC 260 20,93 13 −7,14
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 49 195 8,96 2 606 −18,85
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 2 147 0,75 114 −25,17
2025-08-08 13F Atlantic Trust, LLC 10 1
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt 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 1 453 94,51 73 44,00
2025-08-14 13F Algert Global Llc 32 934 4,57 2 −50,00
2025-08-14 13F Qube Research & Technologies Ltd 256 530 79,35 12 852 33,97
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 129 6
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 674 2,74 34 −23,26
2025-07-31 13F Quest Partners LLC 18 146 556,51 909 391,35
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short −2 210 −148
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1 494 28,68 75 −3,90
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-14 13F Jacobs Levy Equity Management, Inc 145 247 37,37 7 277 2,61
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 4 788 5,37 285 −21,49
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 3 551 30,55 238 11,21
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 9 275 3,78 465 −22,54
2025-08-13 13F First Trust Advisors Lp 302 123 4,27 15 136 −22,12
2025-06-27 NP FDIV - MarketDesk Focused U.S. Dividend ETF 15 000 7,07 894 −20,32
2025-08-14 13F Rock Point Advisors, LLC 45 187 2 264
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2 275 121
2025-08-08 13F MTM Investment Management, LLC 126 6
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 7 597 5,28 402 −21,64
2025-08-14 13F J. Goldman & Co LP 311 380 15 600
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 11 945 77,59 712 32,34
2025-08-14 13F Freestone Grove Partners LP 4 625 232
2025-08-14 13F Quarry LP 358 645,83 18 466,67
2025-08-14 13F Two Sigma Advisers, Lp 41 500 1,72 2 079 −24,01
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 784 2,48 39 −23,53
2025-06-27 NP RSSL - Global X Russell 2000 ETF 21 138 6,66 1 260 −20,60
2025-08-14 13F Ubs Asset Management Americas Inc 103 188 37,78 5 170 2,91
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 38 390 262,72 2 575 207,89
2025-08-14 13F Aqr Capital Management Llc 19 750 9,15 989 −17,10
2025-08-25 NP FTRI - First Trust Indxx Global Natural Resources Income 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 7 864 15,92 394 74,67
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 18 491 7,08 926 −20,03
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 339 47,39 20 11,11
2025-07-30 13F First Citizens Bank & Trust Co 9 078 203,82 455 127,00
2025-08-12 13F Country Trust Bank 12 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 734 4,71 37 −23,40
2025-08-13 13F Renaissance Technologies Llc 231 500 33,51 11 598 −0,27
2025-07-25 13F Asset Planning,Inc 87 1,16 4 −20,00
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8 323 57,66 441 17,33
2025-07-25 13F CBOE Vest Financial, LLC 12 269 24,91 615 −6,69
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 5 089 3,20 255 −23,03
2025-07-23 13F Klp Kapitalforvaltning As 11 400 8,57 571 −18,89
2025-07-29 13F LMG Wealth Partners, LLC 5 181 260
2025-08-13 13F Centiva Capital, LP 13 841 693
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 −100,00 0 −100,00
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 351 622 2,47 20 964 −23,73
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 63 817 1,28 3 380 −24,54
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 1 213 5,57 64 −20,99
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 3 0
2025-08-14 13F/A Barclays Plc 66 415 26,31 3 0,00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 16 328 1,62 973 −24,34
2025-08-11 13F Vanguard Group Inc 3 059 455 2,17 153 279 −23,68
2025-07-25 13F Yousif Capital Management, Llc 12 717 0,94 637 −24,62
2025-08-13 13F Norges Bank 11 508 577
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 267 0
2025-08-13 13F Walleye Trading LLC Call 3 500 175
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5 068 60,53 302 19,84
2025-08-13 13F Walleye Trading LLC Put 700 35
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8 782 7,61 440 −19,74
2025-08-08 13F Larson Financial Group LLC 294 7 250,00 15
2025-08-14 13F Citadel Advisors Llc 93 972 77,19 4 708 32,37
2025-07-10 13F Tompkins Financial Corp 33 2
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1 532 16,95 81 −12,90
2025-08-14 13F Oxford Asset Management Llp 4 802 241
2025-05-30 NP SPWIX - Simt Small Cap Growth Fund Class I 18 885 6,01 1 267 −10,02
2025-08-14 13F Sei Investments Co 65 795 89,70 3 295 41,62
2025-07-30 13F Denali Advisors Llc 16 226 102,34 813 51,21
2025-07-15 13F Public Employees Retirement System Of Ohio 940 9,81 47 −17,54
2025-08-01 13F Envestnet Asset Management Inc 4 963 2,65 249 −23,46
2025-07-29 NP EBI - Longview Advantage ETF 2 503 5 720,93 133 4 300,00
2025-08-07 13F Commerce Bank 9 509 4,40 476 −21,97
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1 924 26,66 96 −4,95
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 59 931 1,09 3 003 −24,50
2025-05-29 NP JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 4 601 2,88 309 −12,75
2025-07-11 13F Farther Finance Advisors, LLC 385 5,48 19 −20,83
2025-08-27 13F/A Squarepoint Ops LLC 158 497 74,40 7 941 30,27
2025-08-01 13F Teacher Retirement System Of Texas 40 258 2,71 2 017 −23,29
2025-08-14 13F Alliancebernstein L.p. 39 757 0,01 1 992 −25,32
2025-08-15 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 30 448 34,89 1 525 0,79
2025-08-14 13F Citadel Advisors Llc Put 4 700 235,71 235 152,69
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 3 213 10,19 161 −17,95
2025-07-30 13F Bleakley Financial Group, LLC 11 599 581
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 667 21,49 33 −8,33
2025-08-13 13F Invesco Ltd. 429 783 25,95 21 532 −5,91
2025-08-08 13F Principal Financial Group Inc 191 145 2,98 9 576 −23,08
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income 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 5 475 29,62 326 −3,55
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 165 048 46,84 9 840 9,30
2025-08-14 13F Mariner, LLC 41 384 35,61 2 073 1,32
2025-09-04 13F/A Advisor Group Holdings, Inc. 6 122 60,72 322 26,27
2025-07-24 13F Ronald Blue Trust, Inc. 1 209 54,01 61 15,38
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3 567 28,63 179 −3,78
2025-07-29 13F Virginia Retirement Systems Et Al 31 875 102,06 1 597 50,85
2025-08-13 13F Bare Financial Services, Inc 57 533,33 3
2025-08-28 NP SEUIX - Simt Large Cap Value Fund Class I 40 450 30,29 2 027 −2,69
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 −100,00 0 −100,00
2025-08-14 13F Brevan Howard Capital Management LP 17 196 112,27 862 58,56
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 661 33
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 6 258 33,43 314 −0,32
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 6 662 17,37 397 −12,56
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 141 7
2025-06-30 NP XSMO - Invesco S&P SmallCap Momentum 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 120 035 10,58 7 156 −17,70
2025-08-14 13F Petrus Trust Company, LTA 6 785 340
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12 076 17,76 605 −11,94
2025-07-28 13F New York State Teachers Retirement System 50 109 4,97 3 −33,33
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 9 905 591
2025-08-04 13F Hantz Financial Services, Inc. 57 54,05 0
2025-08-14 13F Aquatic Capital Management LLC 23 328 111,94 1 169 58,27
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F Covestor Ltd 1 930 150,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 40 495 0,74 2 029 −24,78
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 20 298 10,00 1 210 −18,13
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 3 600 5,63 191 −21,49
2025-07-29 NP GLRY - Inspire Faithward Mid Cap Momentum ESG ETF 32 472 6,10 1 720 −20,96
2025-08-14 13F Horizon Investments, LLC 8 635 429
2025-08-15 NP Royce Value Trust Inc 35 721 3,76 1 790 −22,49
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 369 51,88 320 13,07
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 142 0,71 8 −27,27
2025-07-25 13F RHS Financial, LLC 4 691 14,55 235 −14,23
2025-07-24 13F IFP Advisors, Inc 116 20,83 6 −16,67
2025-07-08 13F Atwood & Palmer Inc 90 5
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 005 060 6,28 53 238 −20,82
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 10 132 0,95 604 −24,78
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 2 611 186
2025-05-30 NP SEIS - SEI Select Small Cap ETF 6 261 2,27 420 −13,25
2025-07-17 13F CWA Asset Management Group, LLC 15 005 140,62 752 79,67
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 30 572 0,66 1 532 −24,84
2025-04-01 NP PKW - Invesco BuyBack Achievers 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 22 558 33,01 1 807 25,33
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 14 418 66,32 860 23,78
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 15 562 0,85 928 −25,00
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 81 150 21,09 4 066 −9,55
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 28 099 67,15 1 408 24,84
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 26 200 1,95 1 313 −23,85
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 162 808 160,87 9 707 94,16
2025-08-14 13F Sunbelt Securities, Inc. 965 6,04 76 24,59
2025-07-30 NP ENDW - Cambria Endowment Style ETF 4 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1 821 8,39 91 −18,75
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 328 1,55 20 −24,00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 8 684 5,62 518 −21,43
2025-07-25 NP BMSFX - MFS Blended Research Mid Cap Equity Fund A 77 129 29,21 4 086 −3,75
2025-08-06 13F Ing Groep Nv 120 001 6 012
2025-06-26 NP ISCV - iShares Morningstar Small-Cap 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 6 892 6,51 411 −20,85
2025-07-24 13F Trust Co Of Toledo Na /oh/ 32 2
2025-08-13 13F Arizona State Retirement System 10 101 1,02 506 −24,48
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 174 558 9,53 9 246 −18,40
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 1 785 6,06 106 −20,90
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 148 933 7 462
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 80 849 0,73 4 820 −25,03
2025-08-14 13F Quantedge Capital Pte Ltd 12 000 601
2025-07-31 13F Nisa Investment Advisors, Llc 19 539 26,84 979 −5,32
2025-07-11 13F Wedge Capital Management L L P/nc 23 478 1,72 1 176 −24,03
2025-07-18 13F Dogwood Wealth Management LLC 80 4
2025-08-13 13F Hsbc Holdings Plc 4 541 3,30 229 −22,18
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 75 553 2,91 3 785 −23,12
2025-08-14 13F Price T Rowe Associates Inc /md/ 28 320 7,89 1 0,00
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 119 060 20,55 7 098 −10,27
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 11 694 3,83 586 −22,52
2025-08-14 13F DecisionPoint Financial, LLC 8 0
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 4 823 1,17 255 −24,56
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 95 401 19,07 5 053 −11,29
2025-08-14 13F Twinbeech Capital Lp 83 848 820,70 4 201 588,52
2025-08-13 13F Russell Investments Group, Ltd. 24 621 23,06 1 234 −8,05
2025-08-14 13F Verition Fund Management LLC 42 524 69,36 2 130 26,48
2025-06-27 NP CUT - Invesco MSCI Global Timber 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 10 168 9,23 606 −18,66
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 446 71,53 86 28,36
2025-08-12 13F Handelsbanken Fonder AB 6 700 45,65 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 940 26,01 47 −6,00
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 7 030 419
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 180 880 30,61 9 062 −2,43
2025-08-19 13F State of Wyoming 4 607 55,80 231 16,16
2025-08-12 13F Public Sector Pension Investment Board 140 741 10,50 7 051 −17,45
2025-08-12 13F American Century Companies Inc 1 203 862 7,14 60 314 −19,97
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 896 12,00 64 −13,70
2025-08-12 13F O'shaughnessy Asset Management, Llc 53 035 6,02 2 657 −20,78
2025-08-06 13F Savant Capital, LLC 5 181 260
2025-08-20 NP WMCVX - Wasatch Small Cap Value 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 441 385 6,25 22 113 −20,63
2025-08-07 13F Parkside Financial Bank & Trust 147 90,91 7 40,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5 853 0,60 310 −24,94
2025-07-29 NP SIXS - 6 Meridian Small Cap Equity ETF 15 277 809
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 41 386 2,54 2 073 −23,42
2025-07-16 13F State of Alaska, Department of Revenue 122 710 14,42 6 −14,29
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 3 565 14,89 213 −14,52
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 827 9,10 55 −6,78
2025-08-04 13F Amalgamated Bank 9 764 0,37 0
Other Listings
US:SLVM 43,23 US$
DE:88L 36,56 €
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

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center