YORW / The York Water Company - Institutionellt ägande - Köpare

The York Water Company
US ˙ NasdaqGS ˙ US9871841089

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i The York Water Company inkluderar VFMV - Vanguard U.S. Minimum Volatility ETF ETF Shares, Y-Intercept (Hong Kong) Ltd, Trexquant Investment LP, ISMD - Inspire Small/Mid Cap Impact ETF, Midwest Trust Co, Inceptionr Llc, Gitterman Wealth Management, LLC, CUSUX - Six Circles U.S. Unconstrained Equity Fund, WSML - iShares MSCI World Small-Cap ETF, MAI Capital Management, Umb Bank N A/mo, Fortitude Family Office, LLC, Cornerstone Planning Group LLC, National Bank Of Canada /fi/, EBI - Longview Advantage ETF, och NewSquare 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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-14 13F Man Group plc 12 197 385
2025-08-11 13F Rothschild Investment Llc 45 125,00 1
2025-07-03 13F Collective Family Office Llc 10 495 0,01 332 −8,82
2025-07-25 13F Cwm, Llc 2 593 70,37 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 8 621 5,70 303 20,24
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 78 464 1,40 2 563 3,31
2025-05-30 NP Humankind Benefit Corp - Humankind US Stock ETF 259 8,37 9 14,29
2025-08-13 13F Renaissance Technologies Llc 124 536 29,14 3 935 17,67
2025-08-12 13F SRS Capital Advisors, Inc. 4 091 8,03 129 −1,53
2025-08-12 13F MAI Capital Management 192 6
2025-09-04 13F/A Advisor Group Holdings, Inc. 4 458 39,18 143 27,93
2025-07-15 13F Fortitude Family Office, LLC 15 0
2025-08-12 13F LPL Financial LLC 42 442 21,96 1 341 11,19
2025-08-14 13F Jane Street Group, Llc 18 678 29,96 590 18,47
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 21 081 15,27 666 5,05
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 331 298 3,81 10 469 −5,40
2025-08-08 13F Larson Financial Group LLC 105 84,21 3 200,00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 5 134 23,35 162 12,50
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 19 605 4,52 640 6,49
2025-07-14 13F UMA Financial Services, Inc. 60 50,00 2 0,00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1 456 48
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 4 376 5,39 154 20,31
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 49 6,52 2 0,00
2025-08-26 NP Profunds - Profund Vp Small-cap 33 3,12 1 0,00
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 10 209 333
2025-08-12 13F CenterBook Partners LP 77 755 33,22 2 457 21,39
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2 373 8,65 75 −1,33
2025-08-14 13F Penn Mutual Asset Management, LLC 21 000 13,51 664 3,43
2025-07-09 13F Harbor Capital Advisors, Inc. 126 2,44 0
2025-08-08 13F Pnc Financial Services Group, Inc. 20 588 7,68 651 −1,96
2025-08-14 13F Millennium Management Llc 132 755 49,54 4 195 36,29
2025-06-27 NP PHO - Invesco Water Resources 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 66 317 51,12 2 334 72,00
2025-08-12 13F Rhumbline Advisers 22 227 0,76 702 −8,24
2025-08-14 13F Price T Rowe Associates Inc /md/ 6 799 6,95 0
2025-08-12 13F Charles Schwab Investment Management Inc 117 865 2,03 3 725 −7,04
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 6 624 11,85 233 27,32
2025-07-24 13F Costello Asset Management, INC 2 358 0,04 75 −8,64
2025-08-12 13F Inceptionr Llc 7 330 232
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 459 13,47 78 2,67
2025-08-13 13F Arrowstreet Capital, Limited Partnership 63 823 36,84 2 017 24,68
2025-08-14 13F Atom Investors LP 17 130 55,23 541 41,62
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3 159 4,99 100 −4,81
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2 786 9,00 88 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 1 411 86,89 45 69,23
2025-08-14 13F Ameriprise Financial Inc 8 572 3,97 271 −5,24
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 531 34,65 48 23,08
2025-08-08 13F Geode Capital Management, Llc 353 661 1,42 11 178 −7,59
2025-08-07 13F Midwest Trust Co 7 858 248
2025-05-05 13F Lindbrook Capital, Llc 250 247,22 9 300,00
2025-08-11 13F Principal Securities, Inc. 10 11,11 0
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 534 298 47,54 16 884 34,44
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 281 7,02 40 −2,44
2025-07-17 13F Janney Montgomery Scott LLC 10 185 0,04 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 73 1,39 2 0,00
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 7 820 592,04 255 410,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 450 78,57 14 75,00
2025-08-18 13F/A National Bank Of Canada /fi/ 2 0
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 412 1,31 1 024 −7,66
2025-08-12 13F Gitterman Wealth Management, LLC 3 826 121
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1 081 9,19 34 0,00
2025-07-11 13F/A Umb Bank N A/mo 113 4
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 325 15,66 10 11,11
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 5 072 2,92 160 −5,88
2025-08-14 13F Mariner, LLC 11 374 16,72 359 6,53
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1 975 19,62 62 8,77
2025-08-15 13F Great West Life Assurance Co /can/ 19 186 0,01 1
2025-08-11 13F New Age Alpha Advisors, LLC 1 954 62
2025-08-28 NP PMEFX - PENN MUTUAL AM 1847 INCOME FUND I Shares 21 000 13,51 664 3,43
2025-05-15 13F Cullen Capital Management, LLC 10 475 363
2025-07-29 NP EBI - Longview Advantage ETF 1 0
2025-08-05 13F Simplex Trading, Llc Put 200 0
2025-08-05 13F Simplex Trading, Llc Call 1 600 300,00 0
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 7 773 39,65 246 26,94
2025-08-05 13F NewSquare Capital LLC 0 0
2025-07-14 13F GAMMA Investing LLC 313 17,23 10 0,00
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 23 827 2,20 753 −6,93
2025-08-14 13F Glen Eagle Advisors, LLC 202 0,50 6 0,00
2025-08-08 13F Creative Planning 16 973 25,22 536 14,04
2025-08-14 13F Bank Of America Corp /de/ 80 304 39,32 2 538 26,91
2025-08-11 13F Cornerstone Planning Group LLC 7 0
2025-08-14 13F Penn Capital Management Co Inc 59 165 42,97 1 870 30,24
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2 913 52,43 103 72,88
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 4 437 9,66 145 11,63
2025-08-14 13F Aqr Capital Management Llc 19 070 603
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 965 14,20 34 26,92
2025-08-12 13F BlackRock, Inc. 1 786 098 9,75 56 441 0,01
2025-08-14 13F Two Sigma Investments, Lp 79 205 62,98 2 503 48,49
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 3 390 107
2025-07-30 NP AQWA - Global X Clean Water 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 918 12,64 30 11,54
2025-08-06 13F True Wealth Design, LLC 111 94,74 4 200,00
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 1 954 57,20 62 52,50
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 620 146 24,62 19 597 13,55
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 2 706 16,49 95 33,80
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 11 080 815,70 362 850,00
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility 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 35 098 1 146
2025-08-14 13F Ubs Asset Management Americas Inc 46 799 49,51 1 479 36,22
2025-08-14 13F Royal Bank Of Canada 31 181 312,94 986 276,34
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1 200 214,14 42 223,08
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 125 2,46 4 33,33
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 403 55,00 13 33,33
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 190 45,04 6 50,00
2025-08-14 13F Raymond James Financial Inc 34 801 168,73 1 100 144,77
2025-05-28 NP QCSTRX - Stock Account Class R1 18 130 108,15 629 92,64
2025-08-13 13F EverSource Wealth Advisors, LLC 760 1 588,89 24 2 300,00
2025-08-15 13F Morgan Stanley 215 973 20,03 6 825 9,36
2025-06-25 NP FUTY - Fidelity MSCI Utilities 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 18 691 2,86 658 16,90
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 643 40,70 21 50,00
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 303 8,86 41 0,00
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 226 545 1,96 7 159 −7,10
2025-08-07 13F Allworth Financial LP 136 44,68 4 33,33
2025-07-11 13F Farther Finance Advisors, LLC 217 8,50 7 0,00
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 35 890 4,42 1 263 18,81
2025-08-01 13F Teacher Retirement System Of Texas 14 868 55,95 470 42,12
2025-08-11 13F Vanguard Group Inc 1 090 866 25,32 34 471 14,19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10 737 2,87 339 −6,09
2025-07-15 13F Ballentine Partners, LLC 7 261 229
2025-08-14 13F Goldman Sachs Group Inc 77 708 7,13 2 456 −2,39
2025-08-08 13F SBI Securities Co., Ltd. 31 34,78 1
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 143 425 0,49 5 049 14,36
2025-08-13 13F Pictet Asset Management Holding SA 7 556 239
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3 307 41,39 108 45,95
2025-07-28 NP HDG - ProShares Hedge Replication ETF 19 11,76 1
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 9 345 101,97 295 84,38
2025-08-14 13F/A Barclays Plc 27 596 57,06 1
2025-08-14 13F Two Sigma Advisers, Lp 72 700 34,63 2 297 22,70
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 7 738 77,15 272 77,78
2025-08-12 13F Trexquant Investment LP 10 929 345
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 16 248 5,16 513 −4,11
2025-07-09 13F Massmutual Trust Co Fsb/adv 240 50,94 8 40,00
2025-07-31 13F Quest Partners LLC 1 232 700,00 39 660,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3 059 17,65 97 6,67
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Aquatic Capital Management LLC 8 415 783,00 266 703,03
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 818 15,54 26 4,17
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1 628 2,58 57 16,33
2025-08-12 13F Proequities, Inc. 0 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 961 56,26 30 42,86
2025-08-14 13F Quantinno Capital Management LP 18 862 208,25 596 181,13
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 72 589 11,69 2 371 13,83
2025-08-27 13F/A Squarepoint Ops LLC 10 336 23,83 327 12,80
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 24 717 781
2025-07-24 13F IFP Advisors, Inc 61 2
2025-07-18 13F RKL Wealth Management LLC 14 427 0,10 456 −8,82
2025-07-24 13F CWM Advisors, LLC 12 402 25,30 392 13,99
2025-08-12 13F Deutsche Bank Ag\ 11 655 14,15 368 3,95
2025-08-12 13F Legal & General Group Plc 259 883 12,99 8 212 2,96
2025-08-08 13F/A Sterling Capital Management LLC 338 55,76 11 42,86
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 27 867 6,16 910 8,20
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