KMPR / Kemper Corporation - Institutionellt ägande - Köpare

Kemper Corporation
US ˙ NYSE ˙ US4884011002

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Kemper Corporation inkluderar Freestone Grove Partners LP, MXMVX - Great-West Mid Cap Value Fund Investor Class, CSM Advisors, LLC, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, DRISX - Foundry Partners Fundamental Small Cap Value Fund Institutional Class, Kingsview Wealth Management, LLC, FELV - Fidelity Enhanced Large Cap Value ETF, WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio, GDIV - Harbor Dividend Growth Leaders ETF, MVFD - Monarch Volume Factor Dividend Tree Index ETF, Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio, Symphony Financial, Ltd. Co., Kiker Wealth Management, LLC, Integrated Quantitative Investments LLC, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, SIXL - 6 Meridian Low Beta Equity Strategy ETF, Bryce Point Capital, LLC, Lecap Asset Management Ltd, Moran Wealth Management, LLC, och EntryPoint Capital, 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
(%)
2025-06-27 NP HASGX - Harbor Small Cap Growth Fund Institutional Class 579 152 4,56 34 239 −7,98
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 221 24,16 13 18,18
2025-07-30 13F Exencial Wealth Advisors, Llc 11 719 0,21 756 −3,20
2025-07-31 13F State of New Jersey Common Pension Fund D 30 373 2,15 1 960 −1,36
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 4 184 4,76 267 −1,12
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 16 808 1,70 1 085 −1,81
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 3 138 6,19 186 −6,57
2025-07-24 13F Ronald Blue Trust, Inc. 1 329 4,81 86 1,19
2025-08-13 13F Mackenzie Financial Corp 19 962 1 288
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 260 522 154,24 16 814 145,46
2025-08-08 13F SG Americas Securities, LLC 7 475 98,80 0
2025-07-08 13F Parallel Advisors, LLC 158 305,13 10 400,00
2025-08-07 13F Parkside Financial Bank & Trust 1 583 2,86 102 0,00
2025-07-30 13F Cullen/frost Bankers, Inc. 227 15
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 1 941 881 3,42 125 329 −0,15
2025-08-13 13F Invesco Ltd. 498 465 13,64 32 171 9,71
2025-05-05 13F Lindbrook Capital, Llc 380 783,72 25 1 150,00
2025-07-24 13F IFP Advisors, Inc 699 651,61 45 650,00
2025-08-13 13F Renaissance Technologies Llc 28 410 64,12 1 834 58,43
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 102 867 91,84 6 639 55,33
2025-08-26 NP IAK - iShares U.S. Insurance 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 57 128 6,08 3 687 2,42
2025-08-14 13F Aquatic Capital Management LLC 31 909 178,39 2 059 168,80
2025-08-29 NP STXK - Strive Small-Cap ETF 1 955 3,33 126 0,00
2025-08-26 NP IWB - iShares Russell 1000 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 45 364 0,67 2 928 −2,82
2025-08-14 13F State Street Corp 2 212 025 0,46 142 764 −3,01
2025-07-29 13F Virginia Retirement Systems Et Al 11 100 48,00 716 42,91
2025-07-14 13F Farmers & Merchants Investments Inc 49 2,08 3 0,00
2025-08-14 13F Hrt Financial Lp 73 129 272,69 5 300,00
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 979 63
2025-08-14 13F Cubist Systematic Strategies, LLC 132 418 8 546
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 2 755 11,09 163 −2,41
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 9 773 15,34 623 8,74
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10 129 5,89 599 −6,85
2025-08-13 13F Mirabella Financial Services Llp 304 747 54,14 19 668 48,81
2025-06-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 12 200 84,85 721 62,75
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus 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 5 244 338
2025-08-14 13F Qube Research & Technologies Ltd 536 281 54,26 34 612 48,93
2025-08-14 13F Mercer Global Advisors Inc /adv 12 368 100,45 798 93,69
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 11 431 112,08 738 85,18
2025-07-21 13F 111 Capital 7 661 494
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 89 261 5,70 5 689 −0,32
2025-08-14 13F/A Skopos Labs, Inc. 52 44,44 3 50,00
2025-08-12 13F American Century Companies Inc 15 966 2,85 1 030 −0,68
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 81 809 28,21 4 837 12,83
2025-08-22 NP KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 5 163 83,35 333 77,13
2025-08-04 13F Retirement Systems of Alabama 73 524 0,57 4 745 −2,91
2025-07-21 13F Lecap Asset Management Ltd 10 105 652
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 1 949 2,63 115 −9,45
2025-08-08 13F Oak Thistle LLC 7 933 512
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 3 697 74,06 239 68,79
2025-07-25 13F Sequoia Financial Advisors, LLC 4 564 38,18 295 33,64
2025-07-22 13F Gsa Capital Partners Llp 37 137 67,87 2 100,00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 576 60,00 34 41,67
2025-08-28 NP QCSTRX - Stock Account Class R1 58 928 122,21 3 803 114,62
2025-08-15 13F Puff Wealth Management, Llc Call 2 700 783
2025-08-15 13F Morgan Stanley 852 058 0,75 54 992 −2,73
2025-07-15 13F Public Employees Retirement System Of Ohio 98 127 0,22 6 333 −3,24
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 105 777 0,07 6 827 −3,40
2025-07-15 13F Fortitude Family Office, LLC 21 1
2025-06-26 NP FLCOX - Fidelity Large 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 26 463 8,23 1 564 −4,75
2025-08-07 13F CSM Advisors, LLC 84 921 5
2025-07-25 13F CBOE Vest Financial, LLC 15 837 24,90 1 022 20,66
2025-08-14 13F Expect Equity LLC 35 630 11,31 2 300 7,48
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness 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 13 911 196,99 822 161,78
2025-08-13 13F Jones Financial Companies Lllp 378 2 000,00 24 2 300,00
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 25 332 12,52 1 498 −0,99
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3 103 10,74 200 6,95
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 23 308 5,73 1 504 2,10
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 207 226 3,67 13 374 0,09
2025-08-14 13F Quantinno Capital Management LP 101 622 64,38 6 559 58,71
2025-07-15 13F Charter Capital Management, LLC\DE 3 440 222
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 6 439 48,84 416 43,60
2025-08-14 13F Lakewood Capital Management, Lp 1 039 090 10,77 67 063 6,94
2025-07-29 NP MVFD - Monarch Volume Factor Dividend Tree Index ETF 30 740 1 959
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 40 141 2 373
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 48 735 93,51 3 145 86,87
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 270 12,50 16 −6,25
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 3 569 116 0,51 230 351 −2,97
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 27 406 0,11 1 620 −11,91
2025-07-16 13F Signaturefd, Llc 135 200,00 9 166,67
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 32 621 9,14 2 079 2,92
2025-07-25 NP BMSFX - MFS Blended Research Mid Cap Equity Fund A 35 412 94,23 2 257 83,12
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 3 064 198
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 106 571 137,13 6 878 128,96
2025-08-14 13F Toroso Investments, LLC 7 133 91,64 460 85,48
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 67 988 0,53 4 333 −5,21
2025-08-22 NP FELV - Fidelity Enhanced Large Cap Value ETF 46 423 2 996
2025-08-14 13F D. E. Shaw & Co., Inc. 206 139 433,25 13 304 414,86
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 29 898 1,29 1 901 −3,70
2025-07-22 13F HFM Investment Advisors, LLC 5 150,00 0
2025-08-08 13F Creative Planning 4 237 273
2025-07-09 13F Harbor Capital Advisors, Inc. 83 290 4,81 5 0,00
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 12 122 773
2025-08-11 13F Symphony Financial, Ltd. Co. 27 752 1 791
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 68 646 45,88 4 058 28,38
2025-08-01 13F Teacher Retirement System Of Texas 33 408 9,04 2 156 5,27
2025-08-13 13F EverSource Wealth Advisors, LLC 3 001 236,43 194 227,12
2025-07-29 NP EBI - Longview Advantage ETF 6 199 7 459,76 395 7 800,00
2025-03-27 NP SMNCX - Steward Equity Market Neutral Fund Class C 0 −100,00 0 −100,00
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 1 500 15,38 97 11,63
2025-08-15 13F Caxton Associates Llp 4 576 295
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service 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 5 688 4,85 336 −7,69
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 37 600 10,26 2 396 3,99
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 73 252 2,51 4 728 −1,05
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 16 714 4,40 1 079 0,75
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 449 10,05 29 3,70
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 17 935 2,43 1 060 −9,86
2025-07-10 13F Exchange Traded Concepts, Llc 12 238 1,93 790 −1,62
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 18 018 2,47 1 065 −9,82
2025-08-14 13F Algert Global Llc 62 234 273,78 4 300,00
2025-08-14 13F Schonfeld Strategic Advisors LLC 44 813 14,48 2 892 10,55
2025-07-31 13F Buckingham Strategic Partners 5 878 79,21 379 73,06
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 063 2,71 69 −1,45
2025-06-27 NP GDIV - Harbor Dividend Growth Leaders ETF 36 969 2 186
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund 176 300,00 11 450,00
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 1 928 2,44 114 −10,32
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 67 4
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 131 959 1,80 7 801 −10,42
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 14 164 0,58 914 −2,87
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 8 919 9,36 527 −3,66
2025-08-21 NP MXMVX - Great-West Mid Cap Value Fund Investor Class 86 807 5 603
2025-08-04 13F Assetmark, Inc 19 850,00 1
2025-06-27 NP XMVM - Invesco S&P MidCap Value with 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 48 019 0,68 2 839 −11,42
2025-08-12 13F Deutsche Bank Ag\ 5 732 36,67 370 31,79
2025-07-11 13F Assenagon Asset Management S.A. 198 614 12 819
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 10 015 15,66 592 1,89
2025-08-05 13F Bryce Point Capital, LLC 11 499 742
2025-08-08 13F Kingsview Wealth Management, LLC 49 487 3 194
2025-08-12 13F Prudential Financial Inc 299 397 5,97 21 281 5,74
2025-08-08 13F Vestcor Inc 560 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 3 200,00 0
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 276 696 16,19 16 358 2,25
2025-08-12 13F Trexquant Investment LP 142 416 28,19 9 192 23,75
2025-08-13 13F 1492 Capital Management LLC 4 650 19,94 300 15,83
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 31 158 2,61 2 011 −0,94
2025-08-05 13F Versor Investments LP 28 968 1 870
2025-08-04 13F Hantz Financial Services, Inc. 49 1 533,33 0
2025-05-27 NP GSCYX - SMALL CAP EQUITY FUND Institutional 13 147 991,94 879 1 413,79
2025-08-14 13F Treasurer of the State of North Carolina 28 555 3,05 2 0,00
2025-07-16 13F Paragon Capital Management Ltd 3 215 207
2025-08-13 13F Employees Retirement System of Texas 1 148 0
2025-08-14 13F Aqr Capital Management Llc 1 985 139 57,70 127 783 51,85
2025-08-26 NP IGHSX - Voya Global Equity Portfolio Class S 7 527 486
2025-08-07 13F Campbell & CO Investment Adviser LLC 56 075 254,05 3 619 242,06
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 1 848 53,87 119 48,75
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 9 557 6,64 609 0,66
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 783 3,30 50 −3,92
2025-07-23 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 10 132 267,77 646 433,06
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 12 068 5,79 713 −6,92
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 9 170 1 219,42 592 1 184,78
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 11 749 7,18 695 −5,71
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 4 650 5,49 300 2,04
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 15 456 7,65 998 3,96
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1 488 88
2025-08-26 NP GVLU - Gotham 1000 Value ETF 4 597 50,13 297 45,10
2025-08-14 13F Citadel Advisors Llc Call 12 500 303,23 807 289,37
2025-08-14 13F Citadel Advisors Llc 198 692 12 824
2025-06-25 NP FNX - First Trust Mid 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 36 173 32,95 2 139 17,02
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 58 152 9,32 3 753 5,54
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 1 545 51,47 100 45,59
2025-08-11 13F Martingale Asset Management L P 7 751 500
2025-08-13 13F Walleye Capital LLC 48 097 109,89 3 104 102,74
2025-08-14 13F Headlands Technologies LLC 347 22
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3 170 6,23 205 2,51
2025-09-04 13F/A Advisor Group Holdings, Inc. 8 547 5 754,11 552 6 022,22
2025-08-14 13F Brevan Howard Capital Management LP 20 469 1 321
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 5 787 342
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 785 8,73 51 4,17
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 950 61
2025-08-12 13F Entropy Technologies, LP 3 296 213
2025-08-08 13F Intech Investment Management Llc 42 067 163,46 2 715 154,45
2025-08-28 NP SMMD - iShares Russell 2500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 431 6,80 931 3,10
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 7 650 11,79 452 −1,53
2025-08-12 13F Founders Financial Alliance, LLC 6 572 0,50 424 −2,97
2025-08-14 13F ISAM Funds (UK) Ltd 17 384 55,51 1 122 50,07
2025-08-12 13F Nuveen, LLC 302 047 36,97 19 494 76,00
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 41 860 26,89 2 475 11,64
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 10 012 28,66 646 24,23
2025-08-13 13F M&t Bank Corp 4 863 7,87 314 3,99
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional −41 −84,37
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 1 894 24,36 122 20,79
2025-05-29 NP VNVAX - Vaughan Nelson Value Opportunity Fund Class A 79 745 74,92 5 331 76,02
2025-08-14 13F/A Barclays Plc 396 565 1 276,48 26 2 400,00
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 66 703 3,43 4 305 −0,14
2025-08-14 13F Quarry LP 528 85,26 34 78,95
2025-08-14 13F Price T Rowe Associates Inc /md/ 113 310 48,54 7 40,00
2025-08-14 13F Graham Capital Management, L.P. 4 438 286
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 48 453 0,85 3 127 −2,62
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 31 832 348,40 2 029 323,38
2025-08-14 13F Lord, Abbett & Co. Llc 675 413 3,59 44 0,00
2025-08-14 13F Royal Bank Of Canada 44 260 6,99 2 857 3,33
2025-07-14 13F Oliver Luxxe Assets LLC 19 726 0,71 1 273 −2,75
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 1 188 24,79 70 11,11
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 12 200 787
2025-07-08 13F Rise Advisors, LLC 194 9,60 13 9,09
2025-08-14 13F Gotham Asset Management, LLC 14 501 13,76 936 9,74
2025-08-14 13F Aster Capital Management (DIFC) Ltd 1 680 108
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 156 10
2025-08-07 13F Allworth Financial LP 1 228 39,07 79 54,90
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4 550 290
2025-08-08 13F Hartland & Co., LLC 1 393 705,20 90 709,09
2025-08-19 13F State of Wyoming 4 431 4,70 286 1,06
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 36 2
2025-08-14 13F Voya Investment Management Llc 90 790 127,36 5 860 119,52
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 22 052 357,89 1 423 343,30
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 459 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 28 781 2,33 1 702 −9,95
2025-06-25 NP NAWGX - Voya Global Equity Fund Class A 4 124 244
2025-08-14 13F Susquehanna International Group, Llp Call 32 200 1,90 2 078 −1,61
2025-08-14 13F Peapack Gladstone Financial Corp 5 000 0
2025-07-16 13F/A CX Institutional 861 50,26 0
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 11 096 13,17 656 −0,46
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-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 6 499 1,14 419 −2,33
2025-08-13 13F Loomis Sayles & Co L P 188 138 3,51 12 142 101 083,33
2025-08-05 13F Huntington National Bank 555 6,94 36 2,94
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 5 386 1,83 348 −1,70
2025-07-29 NP Voya Global Equity Dividend & Premium Opportunity Fund 7 341 468
2025-08-27 13F/A Squarepoint Ops LLC 41 102 822,60 2 653 792,93
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 491 31
2025-05-05 13F Foundry Partners, LLC 104 169 1,72 6 964 2,35
2025-08-12 13F WealthTrak Capital Management LLC 10 1
2025-06-26 NP FSMDX - Fidelity Mid 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 205 067 7,34 12 124 −5,54
2025-07-24 13F CWM Advisors, LLC 6 051 17,88 391 13,70
2025-08-26 13F/A Thrivent Financial For Lutherans 24 017 70,54 2
2025-08-14 13F Engineers Gate Manager LP 57 258 1 214,16 3 695 1 169,76
2025-08-13 13F Federated Hermes, Inc. 33 170 483,16 2 141 463,16
2025-04-29 NP SMIPX - Mid Capitalization Portfolio - Class I 4 165 69,65 281 60,57
2025-08-15 13F Captrust Financial Advisors 9 877 17,68 637 13,55
2025-08-11 13F EntryPoint Capital, LLC 8 144 526
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 931 218 1,09 60 101 −2,40
2025-08-13 13F Mount Yale Investment Advisors, LLC 13 1
2025-07-10 13F Ferguson Wellman Capital Management, Inc 8 146 16,02 526 11,94
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 173 784 8,13 10 274 −4,84
2025-08-14 13F Ieq Capital, Llc 94 173 7,11 6 078 3,40
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 270 950 1,93 17 487 −1,59
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 65 101 4 202
2025-08-12 13F SRS Capital Advisors, Inc. 21 16,67 1 0,00
2025-08-14 13F Tudor Investment Corp Et Al 136 131 8 786
2025-07-24 13F Us Bancorp \de\ 11 066 0,03 714 −3,38
2025-07-28 13F Moran Wealth Management, LLC 9 425 608
2025-08-08 13F Crossmark Global Holdings, Inc. 3 738 2,02 241 −1,23
2025-06-27 NP OSCV - Opus Small Cap Value ETF 93 328 12,85 5 518 −0,68
2025-07-28 NP VCGAX - Growth & Income Fund 5 802 80,02 370 107,30
2025-08-06 13F Phocas Financial Corp. 158 022 0,01 10 199 −3,45
2025-08-22 NP FMDE - Fidelity Enhanced Mid Cap ETF 5 257 339
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1 335 33,10 86 28,36
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 25 269 3,57 1 610 −2,31
2025-03-31 NP DRISX - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 58 412 3 924
2025-08-05 13F Simplex Trading, Llc Call 11 600 11 500,00 1
2025-06-23 NP Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 29 619 1 751
2025-08-13 13F Ceredex Value Advisors LLC 163 550 3,02 10 556 −0,54
2025-08-14 13F Polymer Capital Management (US) LLC 5 728 370
2025-08-13 13F Norges Bank 175 758 11 343
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 407 13,74 91 9,76
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 85 395 4,10 5 442 −1,82
2025-07-23 13F Louisiana State Employees Retirement System 16 900 0,60 1 091 −2,94
2025-08-14 13F Mariner, LLC 31 694 61,70 2 046 56,11
2025-08-13 13F State Board Of Administration Of Florida Retirement System 61 635 0,49 3 978 −3,00
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 558 36
2025-08-13 13F Cerity Partners LLC 44 469 25,85 2 870 21,51
2025-08-14 13F Goldman Sachs Group Inc 650 817 16,68 42 004 12,64
2025-08-11 13F Aptus Capital Advisors, LLC 99 337 9,83 6 411 6,04
2025-08-01 13F Bessemer Group Inc 230 53,33 0
2025-08-13 13F Marshall Wace, Llp 8 694 6,09 561 2,56
2025-08-14 13F Optiver Holding B.V. 161 10,27 10 11,11
2025-07-31 13F Brighton Jones Llc 7 590 490
2025-08-14 13F Prelude Capital Management, Llc 5 591 62,20 361 56,52
2025-08-12 13F Legal & General Group Plc 101 779 1,76 6 569 −1,76
2025-07-24 NP LRSCX - Small-Cap Value Series Class A 125 021 8,89 7 968 2,69
2025-08-13 13F Bank Of Nova Scotia 19 121 1 234
2025-08-13 13F Kennedy Capital Management, Inc. 180 371 18,55 11 641 14,46
2025-07-28 NP KBWP - Invesco KBW Property & Casualty Insurance 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 281 015 33,34 17 909 25,75
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9 821 0,61 634 −2,91
2025-08-14 13F State Of Wisconsin Investment Board 177 498 0,14 11 456 −3,33
2025-08-14 13F Lazard Asset Management Llc 19 159 2 219,49 1
2025-08-08 13F Massachusetts Financial Services Co /ma/ 505 166 0,02 32 603 −3,43
2025-05-15 13F Texas Permanent School Fund 59 976 3 546
2025-08-12 13F Westfield Capital Management Co Lp 1 310 206 9,86 84 561 6,06
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5 531 96,00 327 72,49
2025-08-12 13F PKS Advisory Services, LLC 3 535 0,51 228 −2,98
2025-08-13 13F Bare Financial Services, Inc 18 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 136 845 2,07 8 832 −1,46
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 430 11,69 28 8,00
2025-06-30 NP VT - Vanguard Total World Stock 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 38 706 6,19 2 288 −6,54
2025-08-14 13F Freestone Grove Partners LP 171 161 11 047
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 51 185 0,57 3 262 −5,15
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 44 3
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 13 431 0,56 867 −2,91
2025-05-30 NP TMSL - T. Rowe Price Small-Mid Cap ETF 26 299 29,50 1 758 30,32
2025-08-04 13F Strs Ohio 32 674 34,75 2 109 30,12
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 85 534 19,01 5 057 4,72
2025-08-14 13F Ubs Asset Management Americas Inc 242 864 22,51 15 674 18,28
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 108 649 148,35 7 012 139,81
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 1 054 68
2025-08-05 13F State Of Michigan Retirement System 14 496 0,69 936 −2,81
2025-08-27 NP PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 14 500 6,62 936 2,86
2025-08-14 13F Bnp Paribas Arbitrage, Sa 13 705 104,80 885 97,76
2025-08-13 13F ExodusPoint Capital Management, LP 9 599 1
2025-07-28 13F New York State Teachers Retirement System 57 041 3,26 4 0,00
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap 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 1 274 4,43 81 −1,22
2025-08-26 NP LST - Leuthold Select Industries ETF 1 255 19,98 81 15,94
2025-07-25 NP NDVAX - MFS New Discovery Value Fund A 280 268 32,55 17 861 25,01
2025-08-22 NP FIMVX - Fidelity Mid 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 9 908 44,87 639 39,82
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 19 530 1,92 1 155 −10,33
2025-08-14 13F Bridgefront Capital, LLC 7 701 497
2025-08-04 13F Impact Partnership Wealth, LLC 3 990 258
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 28 624 0,45 1 847 −3,04
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 4 993 2,69 322 −0,92
2025-08-13 13F Victory Capital Management Inc 500 553 0,03 32 306 −3,42
2025-08-28 NP LAVLX - LORD ABBETT MID CAP STOCK FUND INC Class A 358 839 0,29 23 159 −3,18
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 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 44 304 1,92 2 823 −3,88
2025-07-28 13F Harbour Investments, Inc. 688 0,15 44 −2,22
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 10 693 2,10 690 −1,43
2025-08-13 13F Arrowstreet Capital, Limited Partnership 28 320 1 828
2025-08-14 13F Colony Group, LLC 8 009 64,79 517 59,26
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 13 988 827
2025-07-28 13F Kiker Wealth Management, LLC 23 972 1 547
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 612 39
2025-08-14 13F Modern Wealth Management, LLC 3 567 0,71 230 −2,54
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 17 826 3,50 1 054 −8,99
2025-07-25 13F Allspring Global Investments Holdings, LLC 71 600 4 635
2025-07-29 NP Voya Global Advantage & Premium Opportunity Fund 2 405 153
2025-08-13 13F Panagora Asset Management Inc 3 425 221
2025-08-26 NP IJH - iShares Core S&P Mid-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 1 959 258 0,23 126 451 −3,23
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 2 288 13,21 146 6,62
2025-08-12 13F Neo Ivy Capital Management 1 067 69
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 1 479 2,78 87 −9,37
2025-08-14 13F Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6 000 9,09 387 5,45
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Integrated Wealth Concepts LLC 8 962 81,67 578 75,68
2025-06-26 NP FIOOX - Fidelity Series Large 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 20 560 2,57 1 216 −9,73
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
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 1 046 7,84 68 4,69
2025-08-14 13F Jane Street Group, Llc 159 936 1 420,88 10 322 1 370,37
2025-07-31 13F Quest Partners LLC 11 529 15,31 744 11,38
2025-08-08 13F/A Sterling Capital Management LLC 4 111 21,02 265 16,74
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 83 930 5,05 5 611 5,69
2025-07-31 13F Nisa Investment Advisors, Llc 50 620 0,01 3 267 −3,43
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 33 647 0,15 2 144 −5,55
2025-08-08 13F Pnc Financial Services Group, Inc. 9 209 10,31 594 6,45
2025-08-11 13F Vanguard Group Inc 6 156 755 1,75 397 357 −1,77
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 1 382 89
2025-07-21 13F Cromwell Holdings LLC 11 1
2025-07-28 13F Bayforest Capital Ltd 15 192 2 157,36 980 2 127,27
2025-08-11 13F Covestor Ltd 387 3 125,00 0
2025-06-26 NP HSMAX - HARTFORD SMALL CAP VALUE FUND Class A 43 567 34,36 2 576 18,23
2025-08-25 13F/A Neuberger Berman Group LLC 4 246 1,26 274 −2,14
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short −26 569 −5,51 −1 715 −8,78
2025-08-14 13F Smartleaf Asset Management LLC 70 52,17 4 33,33
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 9 061 2,05 609 7,04
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 656 7,36 42 0,00
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 484 86,15 29 64,71
2025-08-13 13F Hsbc Holdings Plc 8 573 551
2025-08-14 13F UBS Group AG 161 612 12,42 10 430 8,53
2025-08-28 NP IWR - iShares Russell Mid-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 216 526 4,92 13 975 1,29
2025-08-11 13F Integrated Quantitative Investments LLC 15 116 976
2025-08-12 13F/A Boston Partners 1 508 352 19,34 97 026 16,40
2025-08-14 13F Man Group plc 256 588 37,43 16 560 32,68
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 78 592 76,68 5 009 66,60
2025-08-14 13F Fmr Llc 121 533 1 072,19 7 844 1 031,75
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 267 5,95 16 −6,25
2025-08-15 13F CI Private Wealth, LLC 5 280 341
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 4 883 7,22 311 1,30
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6 687 55,51 395 37,15
Other Listings
DE:UI2 45,40 €
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