PBI / Pitney Bowes Inc. - Institutionellt ägande - Säljare

Pitney Bowes Inc.
US ˙ NYSE ˙ US7244791007

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.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-05-28 NP VQNPX - Vanguard Growth and Income 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 3 400 −45,94 31 11,11
2025-08-14 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 2 455 −92,55 27 −92,70
2025-07-15 13F Public Employees Retirement System Of Ohio 3 834 −26,42 42 −12,77
2025-08-14 13F Oxford Asset Management Llp 0 −100,00 0 −100,00
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-07-31 13F Kornitzer Capital Management Inc /ks 321 110 −6,19 3 503 13,11
2025-07-24 NP ESML - iShares ESG MSCI 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 94 016 −21,79 968 −25,60
2025-08-07 13F Los Angeles Capital Management Llc 129 852 −39,31 1 417 −26,86
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-12 13F EAM Investors, LLC 319 245 −12,88 3 483 5,01
2025-09-04 13F/A Advisor Group Holdings, Inc. 100 066 −2,84 1 092 17,06
2025-08-15 13F Morgan Stanley 3 582 047 −1,29 39 080 19,00
2025-07-15 13F Fifth Third Bancorp 14 346 −8,73 157 9,86
2025-05-13 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 3 555 −6,35 39 11,76
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 42 547 −8,67 369 −11,08
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index 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 117 399 −80,89 1 209 −81,83
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 104 −98,19 1 −100,00
2025-08-15 13F United Services Automobile Association 0 −100,00 0
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-08-14 13F Twinbeech Capital Lp 10 225 −86,75 112 −84,10
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 21 600 −51,61 236 −41,69
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 104 879 −15,34 910 −17,50
2025-08-06 13F Aspect Partners, LLC 0 −100,00 0
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 3 194 −57,80 29 3,70
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-07-15 13F Wealth Effects Llc 68 500 −23,81 747 −8,12
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 709 −97,58 6 −96,67
2025-08-13 13F Walleye Capital LLC Put 71 300 −23,42 778 −7,72
2025-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 188 106 −0,56 2 100,00
2025-08-08 13F Crossmark Global Holdings, Inc. 14 989 −0,91 164 19,85
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 153 538 −5,22 1 333 −7,69
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 4 864 −5,94 42 −8,70
2025-07-24 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-07-28 NP PSCI - Invesco S&P SmallCap Industrials 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 82 436 −40,81 849 −43,70
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 2 787 −1,83 29 −6,67
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 115 952 −0,14 1 265 20,48
2025-08-14 13F Federation des caisses Desjardins du Quebec 460 −2,13 5 25,00
2025-05-15 13F Weiss Asset Management LP 0 −100,00 0 −100,00
2025-08-14 13F Jacobs Levy Equity Management, Inc 70 115 −6,51 765 12,68
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 797 245 −6,51 8 698 12,70
2025-08-13 13F Amundi 27 194 −62,56 305 −49,50
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 42 700 −11,23 380 9,83
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 27 753 −67,31 303 −60,68
2025-08-14 13F/A Skopos Labs, Inc. 294 −67,15 3 −62,50
2025-08-14 13F Jane Street Group, Llc 729 453 −10,76 7 958 7,58
2025-08-14 13F Jane Street Group, Llc Put 13 900 −79,25 152 −75,08
2025-05-09 13F Performa Ltd (US), LLC 0 −100,00 0
2025-07-25 13F Yousif Capital Management, Llc 59 002 −0,20 644 20,19
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F PDT Partners, LLC 44 197 −50,59 482 −40,42
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 131 800 −2,37 1 438 17,69
2025-03-17 13F/A American Assets Inc 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 696 146 −34,01 7 595 −20,46
2025-08-13 13F Scotia Capital Inc. 27 654 −77,51 302 −72,93
2025-08-26 NP Profunds - Profund Vp Small-cap Value 1 826 −0,05 20 18,75
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 533 802 −1,67 5 498 −6,48
2025-07-22 13F Gsa Capital Partners Llp 0 −100,00 0
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 283 419 −15,06 2 460 −17,23
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4 067 −28,40 37 80,00
2025-08-08 13F Larson Financial Group LLC 35 −2,78 0
2025-08-14 13F Group One Trading, L.p. Call 539 400 −16,15 5 885 1,08
2025-04-25 13F Equitable Trust Co 0 −100,00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-14 13F Nebula Research & Development LLC 92 811 −24,71 1 013 −9,24
2025-08-14 13F Man Group plc 0 −100,00 0
2025-08-14 13F Comerica Bank 95 099 −0,34 1 038 20,16
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 5 300 −42,45 58 −31,33
2025-08-13 13F Brant Point Investment Management Llc 0 −100,00 0
2025-05-13 13F Equitable Holdings, Inc. 0 −100,00 0
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 −100,00 0 −100,00
2025-07-02 13F Crumly & Associates Inc. 25 295 −9,41 276 9,13
2025-08-14 13F D. E. Shaw & Co., Inc. 523 205 −51,23 5 708 −41,20
2025-08-04 13F Amalgamated Bank 45 125 −0,48 0
2025-08-14 13F Bayesian Capital Management, LP 0 −100,00 0
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 89 713 −7,58 924 −12,08
2025-04-28 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 20 419 −11,30 223 6,73
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1 651 −30,75 18 −14,29
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 15 427 −1,66 168 19,15
2025-08-05 13F Bryce Point Capital, LLC 25 173 −74,48 275 −72,49
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0 −100,00
2025-08-11 13F Hestia Capital Management, LLC 12 035 045 −12,19 131 302 5,86
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 7 093 −87,74 62 −75,20
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index 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 948 −76,89 10 −79,55
2025-08-13 13F Renaissance Technologies Llc 732 171 −20,50 7 988 −4,16
2025-08-29 NP OPTZ - Optimize Strategy Index ETF 21 352 −0,71 233 19,59
2025-08-13 13F Natixis Advisors, L.p. 37 227 −2,20 0
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 26 669 −39,39 291 −27,14
2025-07-28 13F/A Penbrook Management LLC 17 050 −41,46 186 −29,28
2025-08-14 13F Voleon Capital Management Lp 15 501 −83,85 169 −80,53
2025-05-15 13F Miller Value Partners, Llc 0 −100,00 0 −100,00
2025-06-25 NP FYC - First Trust Small Cap Growth 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 279 983 −14,65 2 430 −16,84
2025-04-30 13F Cerity Partners LLC 0 −100,00 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 50 454 −7,24 1
2025-07-22 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-08-12 13F Aigen Investment Management, Lp 10 703 −48,31 117 −37,97
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 1 617 −96,60 18 −94,59
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 48 904 −50,69 534 −40,58
2025-07-25 13F Oregon Public Employees Retirement Fund 35 779 −1,11 390 19,27
2025-08-14 13F State Of Wisconsin Investment Board 95 786 −24,22 1 045 −8,57
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 26 000 −48,41 235 79,39
2025-07-24 13F Capital Advisors, Ltd. LLC 0 −100,00 0
2025-07-29 13F Mutual Of America Capital Management Llc 20 257 −12,00 221 6,25
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-11 13F Vanguard Group Inc 21 208 602 −0,49 231 386 19,96
2025-08-11 13F HighTower Advisors, LLC 0 −100,00 0
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-18 13F Wolverine Trading, Llc Call 127 800 −33,12 1 390 −21,78
2025-08-18 13F Wolverine Trading, Llc Put 42 800 −0,70 466 16,25
2025-08-14 13F Ieq Capital, Llc 0 −100,00 0
2025-08-18 13F Wolverine Trading, Llc 11 625 −37,57 126 −27,17
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 4 562 −80,13 40 −45,07
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 2 718 −69,83 24 −39,47
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 668 055 −19,76 5 799 −21,84
2025-04-28 13F Redmont Wealth Advisors Llc 56 646 −22,24 513 −2,85
2025-08-14 13F Raymond James Financial Inc 142 667 −11,06 1 556 7,24
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 2 796 −59,07 31 −50,82
2025-07-11 13F Farther Finance Advisors, LLC 42 −44,74 0
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 19 892 −20,38 173 112,35
2025-04-30 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-07-11 13F Grove Bank & Trust 0 −100,00 0
2025-04-08 13F James J. Burns & Company, LLC 0 −100,00 0
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 −100,00 0
2025-06-26 NP NUSC - Nuveen ESG Small-Cap ETF This fund is a listed as child fund of Nuveen Asset Management, 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 191 722 −2,69 1 664 −5,19
2025-05-08 13F NorthRock Partners, LLC 0 −100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. Call 0 −100,00 0 −100,00
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 593 −97,54 5 −96,62
2025-08-14 13F Qube Research & Technologies Ltd 1 756 377 −14,14 19 162 3,51
2025-08-05 13F Sigma Planning Corp 62 873 −22,08 686 −6,16
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1 056 −97,02 9 −95,87
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-05-02 13F Bailard, Inc. 0 −100,00 0
2025-08-28 NP SPSM - SPDR(R) Portfolio Small 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 1 344 253 −1,40 14 666 18,86
2025-08-13 13F Advisory Research Inc 272 687 −5,54 2 975 13,90
2025-07-30 NP RFDA - RiverFront Dynamic US Dividend Advantage ETF 137 972 −6,90 1 421 −11,41
2025-08-08 13F SBI Securities Co., Ltd. 748 −19,05 8 0,00
2025-08-12 13F Pathstone Holdings, LLC 28 040 −49,87 306 −39,72
2025-08-12 13F BlackRock, Inc. 17 509 077 −1,14 191 024 19,17
2025-08-14 13F Winton Capital Group Ltd 13 610 −96,47 148 −95,76
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 24 376 −78,88 212 −79,47
2025-08-14 13F Verition Fund Management LLC 152 843 −5,87 1 668 13,48
2025-08-14 13F Goldman Sachs Group Inc 2 615 386 −30,48 28 534 −16,19
2025-08-13 13F Quantbot Technologies LP 0 −100,00 0
2025-07-28 NP DWAS - Invesco DWA 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 274 322 −31,43 2 826 −34,79
2025-08-05 13F Corton Capital Inc. 0 −100,00 0
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 301 280 −5,53 3 103 −10,14
2025-08-01 13F Envestnet Asset Management Inc 158 016 −26,17 1 724 −11,00
2025-07-22 13F IMC-Chicago, LLC 142 220 −18,44 1 552 −1,71
2025-07-22 13F IMC-Chicago, LLC Put 103 400 −28,84 1 128 −14,16
2025-08-12 13F Axq Capital, Lp 0 −100,00 0
2025-07-22 13F IMC-Chicago, LLC Call 88 100 −21,62 961 −5,51
2025-08-14 13F Fmr Llc 441 698 −20,36 4 819 −4,00
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 811 760 −5,80 8 856 13,57
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 62 284 −3,38 680 16,47
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 302 911 −43,96 3 120 −46,72
2025-08-06 13F True Wealth Design, LLC 0 −100,00 0
2025-08-14 13F Voya Investment Management Llc 71 679 −18,92 782 −2,25
2025-05-09 13F R Squared Ltd 0 −100,00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 1 545 −95,31 17 −92,66
2025-08-14 13F Algert Global Llc 167 069 −40,35 2 −50,00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 51 275 −1,00 559 19,44
2025-08-08 13F KBC Group NV 4 538 −37,05 0
2025-08-12 13F Franklin Resources Inc 563 770 −0,97 6 151 19,37
2025-08-27 13F/A Squarepoint Ops LLC Put 0 −100,00 0 −100,00
2025-08-13 13F Russell Investments Group, Ltd. 185 340 −17,69 2 022 −0,74
2025-08-14 13F Sherbrooke Park Advisers Llc 0 −100,00 0
2025-08-13 13F First Trust Advisors Lp 604 684 −11,38 6 597 6,83
2025-08-14 13F Cibc World Markets Corp 22 620 −37,93 247 −25,23
2025-05-14 13F Quinn Opportunity Partners LLC 0 −100,00 0
2025-05-28 NP QCEQRX - Equity Index Account Class R1 24 980 −73,97 226 −67,44
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 0 −100,00 0 −100,00
2025-08-14 13F Ancora Advisors, LLC 0 −100,00 0 −100,00
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 0 −100,00 0 −100,00
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 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 2 438 328 −0,83 26 602 19,55
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 2 549 729 −4,15 27 818 15,54
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 1 222 −8,74 13 8,33
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value 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 476 258 −4,52 5 196 15,09
2025-08-06 13F Fox Run Management, L.l.c. 11 538 −68,11 126 −61,77
2025-08-14 13F Occudo Quantitative Strategies Lp 0 −100,00 0
2025-07-28 13F Allianz Asset Management GmbH 0 −100,00 0
2025-07-28 NP AVUS - Avantis U.S. 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 0 −100,00 0 −100,00
2025-08-14 13F Susquehanna International Group, Llp Put 426 400 −21,93 4 652 −5,89
2025-08-14 13F Smartleaf Asset Management LLC 3 875 −23,13 42 −8,70
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 21 077 −5,54 230 13,93
2025-05-14 13F Clifford Capital Partners Llc 0 −100,00 0
2025-07-18 13F PFG Investments, LLC 0 −100,00 0
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 49 390 −18,21 539 −1,47
2025-08-11 13F Alps Advisors Inc 135 417 −3,64 1 477 16,21
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9 214 −4,95 101 14,94
2025-08-13 13F Walleye Trading LLC Put 16 700 −54,50 182 −45,18
2025-08-14 13F Lazard Asset Management Llc 51 796 −4,64 1
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 18 463 −7,68 201 11,05
2025-08-12 13F Deutsche Bank Ag\ 411 885 −51,57 4 494 −41,63
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 292 557 −1,07 3 013 −5,90
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 360 173 −7,66 3 929 11,33
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 654 −97,76 6 −97,22
2025-08-14 13F Aquatic Capital Management LLC 13 853 −76,48 151 −71,67
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 3 204 −48,42 35 −39,29
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 37 929 −13,51 414 4,29
2025-08-06 13F Pekin Hardy Strauss, Inc. 0 −100,00 0
2025-07-11 13F Wedge Capital Management L L P/nc 162 268 −0,69 1 770 19,76
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 85 043 −5,84 738 −8,21
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 315 −10,76 3 −33,33
2025-08-14 13F Aqr Capital Management Llc 440 685 −39,51 4 808 −27,08
2025-08-14 13F Sei Investments Co 59 615 −13,52 650 4,33
2025-08-14 13F Graham Capital Management, L.P. 54 259 −51,73 592 −41,89
2025-07-29 NP VFVA - Vanguard U.S. Value Factor 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 56 623 −51,73 583 −54,09
2025-08-14 13F Mariner, LLC 15 512 −0,33 169 20,71
2025-05-14 13F Arrowstreet Capital, Limited Partnership 0 −100,00 0
2025-08-11 13F Semanteon Capital Management, LP 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 10 194 −3,69 111 16,84
2025-05-15 13F Bridgefront Capital, LLC 0 −100,00 0
2025-08-12 13F Nuveen, LLC 582 650 −0,92 6 357 19,43
2025-08-13 13F Optimize Financial Inc 21 352 −0,71 233 19,59
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 7 093 −44,15 62 12,96
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 570 −92,60 6 −88,24
2025-08-12 13F Cooper/haims Advisors, Llc 27 406 −3,79 299 15,95
2025-08-05 13F Trail Ridge Investment Advisors, LLC 19 882 −32,69 226 −15,73
2025-05-14 13F Snowden Capital Advisors LLC 0 −100,00 0
2025-04-25 NP VCSLX - Small Cap Index Fund 61 971 −4,19 671 28,79
2025-08-12 13F Trexquant Investment LP 0 −100,00 0
2025-08-06 13F Rialto Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Invesco Ltd. 2 024 065 −30,65 22 083 −16,40
2025-08-14 13F Alyeska Investment Group, L.P. 0 −100,00 0
2025-08-15 13F Caxton Associates Llp 11 573 −93,83 126 −92,57
2025-08-13 13F Gamco Investors, Inc. Et Al 462 700 −0,56 5 048 19,90
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market 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 27 032 −10,88 295 7,30
2025-04-22 13F TrueMark Investments, LLC 0 −100,00 0
2025-08-27 NP NAESX - Vanguard Small-Cap 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 4 000 199 −2,43 43 642 17,62
2025-08-13 13F Hsbc Holdings Plc 168 941 −14,44 1 847 2,16
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 389 491 −13,09 4 249 4,78
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 53 464 −9,79 583 8,77
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 492 −92,25 5 −88,10
2025-08-14 13F Ameriprise Financial Inc 540 799 −0,97 5 900 19,38
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 1 678 −29,05 15 −33,33
2025-07-28 NP UWM - ProShares Ultra Russell2000 16 380 −17,73 169 −21,86
2025-08-12 13F LPL Financial LLC 294 363 −16,19 3 211 1,04
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 754 464 −1,28 7 771 −6,13
2025-08-19 13F Advisory Services Network, LLC 51 741 −26,50 588 −7,85
2025-08-06 13F Commonwealth Equity Services, Llc 22 094 −6,73 0
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 76 772 −3,44 791 −8,25
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 160 −10,61 1 0,00
2025-08-11 13F EntryPoint Capital, LLC 12 093 −76,40 132 −71,71
2025-08-14 13F Tudor Investment Corp Et Al 279 858 −43,48 3 053 −31,87
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 391 −95,57 4 −93,10
2025-08-13 13F Walleye Trading LLC 0 −100,00 0 −100,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 6 691 −57,07 58 −12,12
2025-08-06 13F Wedbush Securities Inc 38 243 −72,63 0 −100,00
2025-07-23 13F Louisiana State Employees Retirement System 73 700 −1,07 804 19,29
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-07-29 NP VINAX - Vanguard Industrials Index Fund Admiral 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 170 204 −3,48 1 753 −8,17
2025-08-13 13F Ironwood Investment Management Llc 21 179 −59,73 231 −51,37
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 650 877 −27,42 7 101 −12,50
2025-08-15 13F Harvest Fund Management Co., Ltd 39 746 −58,03 0
2025-08-14 13F Citadel Advisors Llc Call 194 900 −59,72 2 126 −51,45
2025-08-14 13F Citadel Advisors Llc Put 208 300 −26,11 2 273 −10,94
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 115 663 −4,33 1 262 15,27
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 16 809 −0,87 183 19,61
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 453 −1,31 4 −25,00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 56 256 −2,56 614 17,43
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 28 682 −4,97 295 −9,51
2025-07-14 13F Counterpoint Mutual Funds LLC 37 929 −63,61 414 −45,23
2025-04-08 13F Investors Research Corp 0 −100,00 0
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 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 170 115 −1,93 1 752 −6,71
2025-08-06 13F Carnegie Lake Advisors LLC 0 −100,00 0
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 18 676 −18,43 204 −1,93
2025-05-01 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-08-13 13F Contrarian Capital Management, L.l.c. 160 000 −11,11 1 746 7,12
2025-08-19 NP BUFBX - Buffalo Flexible Income Fund Investor Class 240 000 −4,00 2 618 15,74
2025-08-13 13F Capula Management Ltd 0 −100,00 0
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 18 001 −90,35 156 −80,35
2025-07-28 NP SAA - ProShares Ultra SmallCap600 2 743 −15,76 28 −20,00
2025-08-07 13F Campbell & CO Investment Adviser LLC 32 024 −75,36 349 −70,32
2025-08-07 13F Acadian Asset Management Llc 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 42 524 −3,42 438 −8,19
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 62 666 −25,29 544 52,10
2025-08-14 13F Aristeia Capital Llc 0 −100,00 0
2025-07-25 13F Cwm, Llc 21 482 −15,80 0
2025-08-11 13F Citigroup Inc 181 023 −25,05 1 975 −9,66
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 753 −5,52 8 14,29
2025-08-11 13F Public Employees Retirement Association Of Colorado 23 245 −22,06 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 150 −40,48 2 −50,00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 12 004 −27,62 124 −31,28
Other Listings
DE:PBW 9,65 €
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