Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i InnovAge Holding Corp. inkluderar
Winnow Wealth Llc,
Gsa Capital Partners Llp,
Waddell & Associates, Llc,
Los Angeles Capital Management Llc,
Aqr Capital Management Llc,
Police & Firemen's Retirement System of New Jersey,
Raymond James Financial Inc,
och
Allworth Financial LP
.
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 (%) |
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
2 054 |
734,96 |
8 |
|
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
12 009 |
12,24 |
44 |
41,94 |
|
2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
2 995 |
314,82 |
12 |
500,00 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
94 419 |
8,93 |
386 |
37,37 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
10 922 |
|
0 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
1 429 |
155,64 |
0 |
|
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
37 347 |
|
0 |
|
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
164 706 |
0,23 |
608 |
24,13 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
38 |
216,67 |
0 |
|
|
2025-08-08 |
13F |
Police & Firemen's Retirement System of New Jersey
|
|
|
|
8 782 |
|
32 |
|
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1 120 082 |
8,17 |
4 133 |
33,97 |
|
2025-08-22 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
5 286 |
43,17 |
20 |
72,73 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
8 209 |
3,83 |
30 |
30,43 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
52 185 |
20,69 |
163 |
−0,61 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
8 |
|
0 |
|
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
29 157 |
2,78 |
119 |
29,35 |
|
2025-08-12 |
13F |
Waddell & Associates, Llc
|
|
|
|
33 014 |
|
122 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
4 628 |
57,20 |
14 |
27,27 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
554 880 |
3,01 |
2 048 |
27,54 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
25 |
13,64 |
0 |
|
|
2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
269 545 |
6,41 |
995 |
31,83 |
|
2025-08-14 |
13F |
Kent Lake PR LLC
|
|
|
|
1 697 036 |
13,14 |
6 262 |
40,09 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
536 |
131,03 |
2 |
|
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
46 |
6,98 |
0 |
|
|
2025-08-07 |
13F |
Los Angeles Capital Management Llc
|
|
|
|
29 750 |
|
110 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
2 441 |
92,05 |
9 |
125,00 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
15 535 |
8,58 |
57 |
35,71 |
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
103 |
7,29 |
0 |
|
|
2025-08-14 |
13F |
Welch Capital Partners Llc/ny
|
|
|
|
448 775 |
22,65 |
2 |
0,00 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
810 |
|
3 |
|
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
49 752 |
21,44 |
184 |
50,00 |
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
10 142 |
50,19 |
37 |
85,00 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
11 790 |
4,97 |
37 |
−14,29 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
2 164 |
2,61 |
7 |
−25,00 |
|
2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
38 300 |
5,51 |
141 |
30,56 |
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
46 720 |
77,57 |
172 |
120,51 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
8 590 |
129,25 |
32 |
181,82 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
35 201 |
79,66 |
0 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
5 900 |
18,00 |
22 |
50,00 |
|
2025-08-27 |
NP |
RYRRX - Russell 2000 Fund Class A
|
|
|
|
47 |
4,44 |
0 |
|
|
2025-08-12 |
13F |
Winnow Wealth Llc
|
|
|
|
100 000 |
|
369 |
|
|
2025-08-27 |
NP |
VBINX - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
68 197 |
482,88 |
252 |
638,24 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
71 |
2,90 |
0 |
|
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
5 |
|
0 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
1 661 |
1 207,87 |
6 |
|
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
17 400 |
|
64 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
10 412 |
11,81 |
38 |
40,74 |
|