EVCM / EverCommerce Inc. - Institutionellt ägande - Säljare

EverCommerce Inc.
US ˙ NasdaqGS ˙ US29977X1054

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-05-09 13F Hemington Wealth Management 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 8 353 −22,59 88 −19,44
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 255 −0,74 118 3,51
2025-08-12 13F Rhumbline Advisers 24 393 −20,86 256 −17,42
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 962 −14,70 73 −10,98
2025-08-14 13F Windsor Advisory Group, LLC 43 341 −36,58 455 −33,87
2025-08-07 13F Allworth Financial LP 2 −99,17 0 −100,00
2025-08-14 13F Janus Henderson Group Plc 0 −100,00 0
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86 319 −2,23 864 −1,26
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 360 −2,70 4 0,00
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1 545 −12,22 15 −11,76
2025-08-14 13F State Street Corp 462 777 −4,69 4 859 −0,72
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 51 −32,89 1
2025-08-04 13F Mayflower Financial Advisors, LLC 65 106 −36,24 684 −33,62
2025-08-08 13F Creative Planning 0 −100,00 0
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 437 557 −25,74 4 594 −22,65
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6 074 −41,49 64 −39,42
2025-08-08 13F Pnc Financial Services Group, Inc. 21 −25,00 0
2025-05-27 NP IWN - iShares Russell 2000 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 58 367 −5,99 588 −13,91
2025-08-14 13F Manufacturers Life Insurance Company, The 0 −100,00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 553 −27,62 6 −28,57
2025-08-14 13F Millennium Management Llc 74 670 −25,60 784 −22,45
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2 702 −20,48 28 −17,65
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8 034 −36,05 84 −33,33
2025-06-26 NP DFSTX - U.s. Small Cap 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 10 418 −66,43 102 −67,83
2025-07-28 NP UWM - ProShares Ultra Russell2000 2 106 −18,75 21 −16,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3 546 −19,13 37 −15,91
2025-08-14 13F Fmr Llc 2 195 −44,60 23 −41,03
2025-08-11 13F Vanguard Group Inc 411 941 −7,69 4 325 −3,85
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 133 396 −4,15 1 401 −0,14
2025-04-15 13F SJS Investment Consulting Inc. 0 −100,00 0
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 5 963 −35,89 58 −38,30
2025-08-11 13F Citigroup Inc 5 218 −65,04 55 −64,00
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 21 −8,70 0
2025-08-12 13F Ameritas Investment Partners, Inc. 1 500 −35,54 16 −34,78
2025-04-25 13F DiNuzzo Private Wealth, Inc. 0 −100,00 0
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 487 −4,95 135 −3,57
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 40 564 −24,60 396 −27,52
2025-08-26 NP Profunds - Profund Vp Small-cap 34 −29,17 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 541 −28,59 15 −28,57
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4 593 −37,83 48 −35,14
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 75 −30,56 1 −100,00
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 32 041 −5,52 321 −4,76
2025-05-09 13F R Squared Ltd 0 −100,00 0
2025-05-14 13F State of Wyoming 0 −100,00 0 −100,00
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 10 445 −34,08 105 −33,76
2025-07-16 13F Signaturefd, Llc 128 −50,96 1 −50,00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4 631 −23,82 45 −26,23
2025-08-14 13F Jane Street Group, Llc 82 095 −5,14 862 −1,26
2025-06-26 NP DFSCX - U.s. Micro Cap 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 4 185 −39,96 41 −42,86
2025-05-15 13F Citadel Advisors Llc Call 0 −100,00 0 −100,00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 848 −54,33 8 −55,56
2025-08-12 13F Nuveen, LLC 31 970 −34,61 336 −31,91
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-13 13F RIA Advisory Group LLC 21 780 −6,29 229 −2,56
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 388 −57,87 4 −55,56
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 113 516 −62,26 1 108 −63,69
2025-05-02 13F Edgestream Partners, L.P. 0 −100,00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4 235 −32,06 44 −29,03
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-08 13F/A Sterling Capital Management LLC 36 −68,70 0 −100,00
2025-08-11 13F Covestor Ltd 13 −7,14 0
2025-08-14 13F Susquehanna International Group, Llp 28 747 −44,84 302 −42,67
2025-05-27 NP FISVX - Fidelity Small 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 5 454 −4,98 55 −14,29
2025-08-11 13F Rothschild Investment Llc 40 −27,27 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 563 −26,86 27 −25,71
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 15 559 −6,38 152 −10,12
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 34 −32,00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 249 −31,70 24 −30,30
2025-08-14 13F UBS Group AG 13 732 −40,70 144 −38,20
2025-08-14 13F Hamilton Capital, LLC 0 −100,00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2 937 −46,15 31 −44,44
2025-05-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 950 −67,33 9 −68,97
2025-07-29 NP VTWV - Vanguard Russell 2000 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 3 880 −0,77 39 0,00
2025-08-14 13F Goldman Sachs Group Inc 48 404 −29,19 508 −26,27
2025-08-15 13F Tower Research Capital LLC (TRC) 2 656 −1,15 28 0,00
2025-08-12 13F BlackRock, Inc. 1 180 459 −21,12 12 395 −17,83
2025-08-08 13F Geode Capital Management, Llc 539 195 −11,19 5 662 −7,48
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 7 186 −41,34 75 −39,02
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 2 006 −0,64 20 −9,09
2025-08-14 13F Bank Of America Corp /de/ 33 113 −12,58 348 −8,92
2025-06-26 NP DFVEX - U.s. Vector Equity 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 2 979 −63,17 29 −64,63
2025-07-14 13F GAMMA Investing LLC 680 −3,68 7 0,00
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 204 135 −4,31 1 992 −7,91
2025-08-12 13F Legal & General Group Plc 1 691 −28,26 18 −26,09
2025-08-13 13F Jones Financial Companies Lllp 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-12 13F Dimensional Fund Advisors Lp 43 167 −79,45 453 −78,60
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 9 606 −9,26 96 −8,57
2025-08-14 13F Mariner, LLC 14 435 −42,11 152 −39,84
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 21 −36,36 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 353 −65,26 3 −70,00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 −20,00 0
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 7 693 −52,73 75 −54,55
2025-08-12 13F Charles Schwab Investment Management Inc 145 432 −10,70 1 527 −6,95
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 7 850 −1,26 77 −5,00
2025-08-13 13F Capula Management Ltd 0 −100,00 0
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 22 898 −4,27 229 −3,38
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 216 −29,87 2 −33,33
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6 315 −29,17 66 −25,84
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 19 944 −22,60 209 −19,31
2025-08-05 13F Bank of New York Mellon Corp 40 894 −22,28 429 −19,06
2025-08-11 13F Martingale Asset Management L P 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1 500 −35,54 16 −34,78
2025-07-11 13F Farther Finance Advisors, LLC 40 −71,43 0 −100,00
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